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How Taskera works, from first strategy call to steady optimisation.
A clear, seven-stage process. You know what happens at each stage, what you get from it and what we need from you.
Seven stages, one connected system.
Stages one and two happen once. Stages three to six run continuously. Stage seven keeps improving them.
Strategy
We map your current lead flow: where enquiries come from, where they’re lost, what you offer and how you book.
- Review of channels, calls, forms and adverts
- Agreement on goals, services and booking rules
- A clear view of gaps and the recommended setup
Setup
We build the foundations: your CRM, branding, pipelines, forms and calendars, and configure the AI agents around your services.
- GoHighLevel CRM set up for your business
- AI voice and chat agents configured and tested
- Your approved answers, tone and handover rules
Acquisition
Campaigns and capture go live. Meta Ads, landing pages and forms bring enquiries in, and outreach can run alongside.
- Meta Ads and landing pages
- Lead capture straight into the CRM
- Prospecting and LinkedIn outreach where relevant
AI conversion
Every enquiry gets an instant response. Agents answer questions, qualify and book, and missed calls get a text.
- Instant response by voice, chat or text
- Qualification against your criteria
- Booking into your calendar
CRM
Every interaction is recorded in one place with a pipeline stage, tags and a source.
- One record per contact
- Visual pipeline of every opportunity
- Source tracking for adverts and outreach
Automation
Follow-up, reminders and re-engagement run in the background, and your team is notified when a person is needed.
- SMS and email sequences
- Appointment reminders
- Re-engagement of quiet leads
Optimisation
We review conversations and results, tune the agents, refine campaigns and report on what’s working.
- Call and chat quality review
- Advertising and workflow optimisation
- Reporting and strategy
The service path
Start with the trial, then add depth as the system proves itself. Scope and pricing are discussed on your strategy call.
7-Day Trial
See the system working
- AI voice or chat agent
- Meta advertising
- CRM visibility
Ignition
We build it
- GoHighLevel CRM and pipeline
- AI voice and chat agents
- Meta Ads and lead flow
- Foundational automation
Momentum
We optimise it
- AI agent tuning
- Advertising optimisation
- Automation maintenance
- Reporting and strategy
Command
Full-service partnership
- Everything in Ignition and Momentum
- A dedicated strategist
- Multi-campaign advertising
- Monthly performance reviews
Add-on: web scraping and LinkedIn outreach for outbound prospecting. Learn more
What we need from you
Setup goes faster when the basics are ready. You don’t need to be technical.
- A description of your services and how you book them
- Opening hours, service areas and booking rules
- Answers to your most common questions, for us to structure and you to approve
- Access to your calendar and, for adverts, your ad account
- Someone to review the agent’s early conversations
What Taskera doesn’t do
- Guarantee lead numbers or specific results
- Give medical, legal or financial advice through AI agents
- Claim to replace your team
- Claim integrations that aren’t supported
If something isn’t a good fit, we’ll say so on the strategy call.
Common questions about the process
How long does setup take?
It depends on the number of services, booking rules and integrations. We agree a realistic timeline on the strategy call.
Do I have to be involved day to day?
No. We need your input up front and for periodic review. After that the system runs and we manage it.
What happens after setup?
On Momentum we review conversations, tune the agents, maintain the CRM and automations, optimise advertising and report on results.
Ready to stop losing opportunities between the lead and the sale?
Let’s identify where your client-acquisition process is leaking opportunities, and show you what Taskera can automate.