Product

doTask ChatbotOne inbox and an AI Agent for WhatsApp, Instagram, Messenger, web chat and email AI AutomationsWorkflows that run themselves, without losing quality AI-Powered CreativeSenior creative, faster, with AI in the loop

Performance

Google AdsSearch, PMax and YouTube, priced by the work Meta AdsFacebook and Instagram with creative that keeps winning Digital AdsMeta, Google and TikTok campaigns that convert Social Media CreativeReels, carousels and content for every platform KOL ManagementInfluencer strategy and execution, end to end SEOOrganic growth that compounds month over month

Creative and brand

Video and Media ProductionBrand films, reels and content at speed Branding and StrategyPositioning, messaging, identity and guidelines Email CreationEmails people open, read and buy from Web DevelopmentWebsites and landing pages built to sell App DevelopmentMVP to store-ready, fixed price and date

Try it now

doTask ChatbotTalk to the AI AgentAsk it anything about doTask — it answers from our own pages and hands over to a person when it should.Open the chat →Book a demo

Customers

Lead sources and the funnel report

Where new leads came from and how many joined, the funnel stage by stage, and why leads were lost.

Authored by Zack LamFounder, doTask

Two people in a yoga studio — Customers

Read it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.

Leads → Sources counts new leads in the period by where they came from (the source on their record, else the channel they first wrote in on) and how many joined, with joined for each new lead.

Leads → Funnel report shows, for the period, how many reached each stage, how many of those moved on, and the usual stay in each stage, plus the trial to joined rate and why leads were lost.