The sale

Tasks and follow-ups

A task is a commitment with a date on it. Vorniqe distinguishes what you decided to do from what the system thinks you should do — the first is a task, the second is a ranked suggestion, and confusing them is how a to-do list stops being believed.

The tasks screen, showing what is due and what is overdue
Tasks — what was promised, and when.

How it works

  1. 01

    Create a task when you promise something

    “I'll call you Thursday” is a task. Attach it to the enquiry it belongs to so whoever picks it up has the context without asking.

  2. 02

    Let the next action be suggested, not stored

    Today's ranked list is computed from real activity. It is not a task list you have to groom, and nothing on it decays into noise if you ignore it for a week.

  3. 03

    Watch the overdue count, not the total

    A long task list is normal. An overdue one is a promise you broke, and it is the number worth reacting to.

  4. 04

    Close them by recording what happened

    Completing a task and recording the conversation are the same motion. A task closed with nothing recorded leaves no evidence that the promise was kept.

Worth knowing

  • Tasks and outcomes are different things. A task is what you will do; an outcome is what happened. Only outcomes move a sale.

  • Assignment matters: an unassigned task appears on nobody's morning, which is functionally the same as not existing.