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Bailey DarlingApr 8, 2026

Manage Client Tasks with Gia 🚀

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Manage Client Tasks with Gia 🚀

Bailey Darling·Apr 8, 2026

Learn how to manage follow-up tasks and client relationships efficiently using Gia's task management feature. Automatically pull action items from calls, set due dates, and organize tasks by account or due date on a Kanban board.

Chapters

00:00

Managing Follow-Up Tasks

Introduction to managing follow-up tasks and client relationships

00:36

Action Items from Calls

01:03

Adding Client Tasks

02:03

Kanban Board Functionality

02:23

Sorting Tasks

03:30

Task Management Summary

Transcript

00:00

Hey Bailey here wanted to show you a super helpful function when it comes to managing follow ups tasks, next steps after calls both from a follow up sales perspective but also managing existing client relationships and the associated delivery.

00:13

So we have a tasks function here.

00:15

Now what it is is a very slick kind of Kanban board but what I'll show you is kind of the desired flow of what happens after a call.

00:24

Listens into your calls.

00:25

It dynamically gives you things like what are the pain points, desires, objections.

00:29

It'll give you a nice summary of the call.

00:30

One of the things it'll even do is based on that context and how you talk pre draft an email that you could use and send as a follow up.

00:37

I always recommend reviewing this but the other thing it does is it pulls action items.

00:42

So let's say one of my outstanding outstanding to do's that I know I still have to do is set up and invite this account to a Slack channel.

00:49

I can add an extra note here.

00:51

It has a description pre populated.

00:52

All I really need to do is assign it a specific due date.

00:56

So my goal is to get it done by Friday and then what I can do is select it's going to say deal or the account associated with it.

01:03

So I'm going to select the correct account, click submit and where that's going to live is tasks.

01:07

So admittedly I use notion more so for like personal tasks like these are the XY things I need to get done.

01:13

I use GIA when managing client tasks.

01:15

So I need to send a proposal to this person.

01:17

I need to add this person to a Slack channel.

01:19

I need to follow up with this account and get their account managers onboarded.

01:22

It's incredibly simple.

01:23

You can do a kind of drag and drop function.

01:25

The other thing you can do is just click this and say cool, it's now in progress or it's complete.

01:29

I can sort by due date to see if there's anything let's say that I've missed that's still in to do that was actually due within the last week.

01:35

and I can even sort by deal or account to see everything that I still have to do for let's say this account Bright iron.

01:41

So all in all super simple function but really helpful especially as you start managing more tasks and more clients within GIA as always let me know if you have any questions and I'm here to help.

Manage Client Tasks with Gia 🚀 — Tella