Video transcription:

Mike Callahan here, want to make a quick video. Been talking to a lot of people in the lawn care industry and even home cleaning industry for that matter – talking about delegating systems in your business and basically taking that knowledge silo, everything that is in the manager or business owner’s head and how to delegate it through your organization so you are not the single point of failure. So one of the stories I was talking about, and examples I gave at GIE and SA6 was last year when I was at GIE , Paul the gentleman that ran my lawn care company had basically a to-do or repetitive task assigned to him and it told him he needed to winterize all the spray tanks for the fertilizing division before a certain deadline and what the automation of repetitive task to-do did was it assigned the instructions of what Paul needed to do, when he need to do it, and instructions and a deadline. So you can see under the screen here I’m going to show you how we take a video of a process with a shopping list that’s kind of already in this video and delegate that through a to-do with accountability and a deadline assigned to a specific person. Before this repetitive task or automation that we did, I would have to tell people when it needed to be done, how to do it, basically stand next to them and tell them – hey this is what you actually need to accomplish in this job. So this example they needed a bucket, so many gallons of antifreeze and chemical safety gloves for personal protective equipment . I’m going to show you how to take this video and embed this into an automation for prodicable workflow through this process here. So I’m going to go into Service Autopilot and I’m going to into Marketing and into Automations – I’m just going to make a real simple automation. Going to Add Automation, and I’m not going to get into the logic of automations but show you how to use the feature of the to do with a video embedded in it. The to-do plays the video with the homework so now we have automated ourselves as the training or accountability mechanism of the business through an automation, I’m going to hit Save and this is the sequence we are doing so I’m just going to put test sequence and hit save. Now we’re going to build some logic around this but for the example we’re not going to get into that. The next thing we’re going to create some logic around certain time of the year and who its assign to, but when we go in and pull in a todo here this is where the rubber hits the road and this is what we’re looking at. We’re going to go in and name the todo – Winterize Fert tanks, were going to assign it to a certain employee or a certain roll so i’m going to go in and assign it to myself and the todo type here is we can go in and select the document so I’m going to show you how to do it inside the actual automation you can link this to a document as well and were going to say this is due within 14 days so will give him 2 weeks to do it, and we can show it on the calendar if we want if were in the cleaning industry and use a dispatch calendar because that will be a great way to see what our maintenance looks like coming up. The main part of the video is to go into the todo body – we go in and type in whatever we want in the todo body based on what needs to be done. We are going to go in and explain – hey were going in and creating all these process for winterizing the spray tanks so that’s the written text, if they are a visual learner we’re going to go into youtube and this video is great it is by the manufacturer and they actually walk through the process of what needs to be done. Now we made a lot of these videos internally in Callahans by ourselves but the manufactures a lot of them actually have these videos now. So we go in now and go to share go to the embed code grab that embed code and no matter the CRM or if your not using Service Autopilot there’s different ways you can create these automated processes in your business so this isn’t just particularly Service Autopilot, this is how we tackle it in SA. Now we go into edit the document we’re going to hit the source code and we are going to go into the code view and paste it in…now we have a video that plays live inside the actual todo so when this is assigned and triggers off for the employee to do this task we can have our written text of what’s done when it’s due and we set those things as far as the dates and time range and when were showing it and who its assigned to but then in the body of the todo we have the written text of what they should do and how they should do it, their shopping materials and the video so now there’s nothing left for chance and the employee is relying on to do and the knowledge base inside the to do and not the business owner manager. This is going to allow you to create a turnkey business that doesn’t revolve around you as the business owner manager and it creates predictable systems with a high level of accountability where you can log in remotely whether your on the beach, across county or in your local imarket working on it and not in it. Comments or questions drop them below this is a great way to automate your repetitive tasks and different types of todos in automations or even outside of automations to make sure that the business is not relying on what’s in your head but now everything we have documented and streamlined through video is in the todo. Comments or questions drop them below.