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Disciplines

Market & StrategyBrand & Market PresenceIntelligent Systems
Make your next move matter.Strategy · Positioning · Intelligent Systems

Taskavo

One control centre for marketing, support and billing.Case study · Intelligent Systems

Screens and video use invented demo data.

Taskavo sells job-management software to contractors. Running that business means marketing, support and subscriptions all moving at once. We built a single internal console that runs the routine work in the background and puts only the decisions in front of a person.

Product
Internal operations console
Built for
Taskavo's own team
Scope
Interface, job queue, email, support and search automation

The brief

Automate the routine. Keep a person in charge.

One place to see the state of the business each morning: new prospects, open conversations, subscriptions and anything that failed overnight.

Automation that earns trust. Every scheduled task has a visible history, failures stay on screen until someone resolves them, and a single switch pauses all growth automation.

An interface plain enough that a small team can run it without training.

The interface

Calm screens that say what needs attention.

The Taskavo overview with prospects, emails, support and revenue, and a list of what needs attention
Overview. Four numbers and four cards: marketing, support, search and jobs. Each card says whether anything needs a person.
Taskavo marketing page with email performance and prospect pipeline
Marketing. Prospect discovery, a stepped email sequence and the pipeline by completed step, with engagement for each prospect.
Taskavo conversations list with AI summaries and status
Conversations. Each conversation gets a short AI summary and a status, with anything waiting over 24 hours surfaced.
Taskavo search opportunities ranked by score
Search opportunities. Pages that rank close to page one or get few clicks are scored, with one-click approve and apply.
Taskavo recurring jobs with schedule and status
Jobs. Every recurring task, how often it runs and whether it is switched on.

The automation

What runs without anyone asking.

  1. 01

    Prospecting

    Scheduled discovery of local businesses, with contact checks before anyone is emailed.

  2. 02

    Email sequence

    A stepped sequence that stops when a prospect clicks, replies or unsubscribes. Replies are monitored.

  3. 03

    Support triage

    Conversations are synced, summarised and prioritised, with an AI knowledge base to draw answers from.

  4. 04

    Search opportunities

    Search Console data is scanned daily for pages worth improving. Changes go to the website only after approval.

  5. 05

    Subscriptions

    Stripe accounts sync into one view of plans, trials and monthly revenue.

  6. 06

    Daily brief

    A morning summary of what happened and what needs a decision.

The takeaway

Automation people can switch off.

Every automated task in Taskavo has a history, retries safely, and answers to a master switch. Trust in a system comes from being able to see what it did and stop it.

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