Create Weekly Report of Q&A Emails from Typeform

Estimated Time of Completion: 1 hour (also depends on the number of Q&A Emails from Typeform.)

In our business, we use Typeform to allow our customers to submit questions so our team can answer them and keep them on track and heading towards success. 

If you do the same in your business, your Doer can collate your questions into an easy to see spreadsheet for you to review once or twice a week. 

You can then provide quick answers into the spreadsheet and save bucketloads of time in administration.

You can then automate one step further by giving your Doer an email template they can use to email your answers from the spreadsheet to the customer to provide exceptional support.

Disclaimer: This will depend on how many hours you are asking your Doer to complete.

TO BRIEF YOUR DOER:

• If you're utilising the Project Management Tool; *Basecamp, add this as a task to your project's To Do's
  • You'll need to describe the task. We'd recommend 'Create Weekly Report of Q&A Emails from Typeform: OCP0036'
  • Assign the To Do to your Doer
  • Set a Due Date
  • Add notes: 
    • You can provide your Doer with this URL in order to provide them with context on the task. 
    • Kindly provide them with the items required for reporting on.
    • Also advise them what format of the report should be in.
    • Let your Doer know how often the reports should be gathered.
    • Also brief them on where the report should be saved/who it should be sent to.
    • If you have any further requirements or notes, add them here.
    • Don't assume - particularly if you're just starting out with your Doer it's always best to provide as much information as possible. If you have extensive notes, we'd recommend recording a Loom.