A technical task is something hands-on, usually involving your marketing tools or website—things like setting up forms, automations, pixels, or making small tweaks to existing pages. These tasks are for platforms we support and can typically be completed within a standard turnaround time.
If you’re ever unsure whether something qualifies, just ask. We’ll either get started or let you know what’s possible.
Examples of Common Technical Tasks
Here’s a quick look at the types of tasks you can confidently send through:
- Create a Lead Capture Form
Need a form on your website or landing page to collect leads and send them to your email tool (or just get an email alert)? We’ll sort that for you. - Set Up an Email Automation
Have an email sequence ready (e.g. Day 0: Welcome email, Day 2: Follow-up, Day 7: Offer)? We’ll load it into your system—just follow our quick guide when you submit the task. - Update Website Images or Content
Changed a picture or updated your messaging? Let us know what’s new and where it goes. - Add Testimonials to Your Site
Got great reviews via email or LinkedIn? Send them over and tell us where you’d like them displayed. - Set Up a Payment Form
Using Stripe, PayPal or eWay? We can build a simple order form for your sales funnel or site. (SSL certificate may be required.) - Install Tracking Pixels (Facebook, Google, YouTube, etc.)
Starting retargeting ads? Share your pixel codes and we’ll apply them to your site pages. - Add Conversion Tracking
Running a campaign with a specific conversion goal? Send the code and tell us which page it’s for—we’ll install it. - Create or Clone Landing Pages
Using tools like Leadpages, ClickFunnels, Thrive, Divi or OptimizePress? Whether it’s a new page or duplicating an existing one with some tweaks, we’ve got you covered. - Connect a Custom Domain to Clickfunnels
Want your funnel to live at something likeplatform.yourdomain.com? Just send the DNS and Clickfunnels login details—we’ll handle the setup. - Import Contacts into Your CRM
Have a list in a CSV file? Send it through with tagging or list instructions, and we’ll import it properly. - Set Up a Webinar in GoToWebinar
Planning a webinar but haven’t set one up before? Share the details and we’ll configure everything.
Not Sure if It’s Covered?
No problem. Send your request and one of two things will happen:
- If it’s in scope—we’ll get cracking.
- If it’s outside our lane—we’ll let you know and do our best to guide you to the right next step.
