00:00
Welcome back to Callahan’s
00:01
Welcome back to Callahan’s corner, where you ask the
00:03
corner, where you ask the questions we answer live right
00:04
questions we answer live right here on Facebook. We’re talking
00:05
here on Facebook. We’re talking about all things credit cards
00:07
about all things credit cards and why it’s essential for you
00:09
and why it’s essential for you to have a credit card on file
00:10
to have a credit card on file for not one but all of your
00:12
for not one but all of your clients that you are using are
00:16
clients that you are using are doing work for in your service
00:18
doing work for in your service business, whether it’s a lawn
00:19
business, whether it’s a lawn care home cleaning pest control
00:21
care home cleaning pest control and some other ins. we’re gonna
00:23
and some other ins. we’re gonna dive into. I’ve got a special
00:24
dive into. I’ve got a special guest today. Callahan’s
00:25
guest today. Callahan’s traditionally, I’m just running
00:27
traditionally, I’m just running solo mister Chad rains all
00:28
solo mister Chad rains all things workflow. Automation
00:31
things workflow. Automation expert from the simple grow
00:31
expert from the simple grow team so Chad I wanna welcome
00:33
team so Chad I wanna welcome you to the Callahan’s Corner
00:35
you to the Callahan’s Corner episode today. Well, Thank you
00:36
episode today. Well, Thank you so much. Mike. I’m glad to be
00:38
so much. Mike. I’m glad to be here. sad to not have my bow
00:39
here. sad to not have my bow tie on though. well. A lot of
00:42
tie on though. well. A lot of these conferences are either
00:43
these conferences are either delayed going virtual. so I
00:44
delayed going virtual. so I know everybody knows you as the
00:46
know everybody knows you as the bow tie guy when we are live at
00:48
bow tie guy when we are live at the booth such as a six last
00:51
the booth such as a six last year or Debbie SCBS and not to
00:55
year or Debbie SCBS and not to mention Martha Woodward’s DS
00:56
mention Martha Woodward’s DS quality driven software so. A
00:59
quality driven software so. A lot of times some of these
01:01
lot of times some of these things are getting delayed, so
01:02
things are getting delayed, so I wanna bring you on and keep
01:03
I wanna bring you on and keep you in front of a lot of our
01:06
you in front of a lot of our fans and people that are
01:07
fans and people that are watching. but I think we’re
01:08
watching. but I think we’re talking about today is. why is
01:10
talking about today is. why is it important to have a credit
01:11
it important to have a credit card on file and actually how
01:12
card on file and actually how do you go out and actually get
01:13
do you go out and actually get a credit card on file so if
01:16
a credit card on file so if anybody has prescribed to
01:18
anybody has prescribed to Jonathan Potion of the lawn
01:19
Jonathan Potion of the lawn care Millionaire Jonathan was
01:21
care Millionaire Jonathan was first on the scene, probably
01:23
first on the scene, probably six or seven years ago talking
01:25
six or seven years ago talking about why it was essential to
01:27
about why it was essential to have a credit card on. Before
01:29
have a credit card on. Before you do service for anybody in
01:31
you do service for anybody in your service business so the
01:33
your service business so the way Jonathan broke it down
01:34
way Jonathan broke it down something I learned probably
01:35
something I learned probably eight or nine years ago a lot
01:37
eight or nine years ago a lot of guys and girls in my
01:38
of guys and girls in my masterminds group. I have
01:40
masterminds group. I have adopted this as well. so I’m
01:41
adopted this as well. so I’m gonna give you some best
01:42
gonna give you some best practice and the Chad’s gonna
01:43
practice and the Chad’s gonna break down how to
01:44
break down how to systematically in set this up
01:46
systematically in set this up in your business for success,
01:47
in your business for success, so the ball doesn’t get drop,
01:49
so the ball doesn’t get drop, especially in the busy spring
01:50
especially in the busy spring season or maybe the fall and
01:52
season or maybe the fall and aeration overseas. It’s coming
01:54
aeration overseas. It’s coming up in the lawn care industry or
01:56
up in the lawn care industry or as things start to pick back up
01:57
as things start to pick back up here with. Something you’re
01:59
here with. Something you’re doing in your cleaning
02:00
doing in your cleaning business, you wanna make sure
02:01
business, you wanna make sure that these things are in place.
02:02
that these things are in place. so Chad’s gonna break that down
02:03
so Chad’s gonna break that down for us in a minute but I wanna
02:05
for us in a minute but I wanna talk about the the theory and
02:06
talk about the the theory and the method of a credit card on
02:08
the method of a credit card on file and why it is absolutely
02:10
file and why it is absolutely essential like I said Jonathan
02:13
essential like I said Jonathan of the lawn care Millionaire
02:14
of the lawn care Millionaire also owns probably a
02:16
also owns probably a 10 million dollar plus a year
02:18
10 million dollar plus a year doing re-landscape maintenance
02:21
doing re-landscape maintenance mowing fertilizing and how that
02:22
mowing fertilizing and how that allowed him to scale
02:24
allowed him to scale exponentially something that we
02:25
exponentially something that we took into my company Callahan’s
02:27
took into my company Callahan’s and the idea. Go in and get a
02:29
and the idea. Go in and get a credit card on file for all the
02:32
credit card on file for all the services and what we did in our
02:35
services and what we did in our business as well as what
02:36
business as well as what Jonathan did is we went in and
02:37
Jonathan did is we went in and did all the work we did this
02:39
did all the work we did this week We get build out on the
02:40
week We get build out on the following Tuesday. now there’s
02:42
following Tuesday. now there’s two reasons if there was some
02:44
two reasons if there was some rain delay, there was some
02:45
rain delay, there was some issues it was consistent on the
02:46
issues it was consistent on the same day every week they knew
02:48
same day every week they knew when their car was getting run.
02:49
when their car was getting run. Second reason is if there was
02:51
Second reason is if there was customer service issues, we
02:52
customer service issues, we didn’t wanna run the card that
02:54
didn’t wanna run the card that evening or the next day. in
02:55
evening or the next day. in case there was an issue that
02:56
case there was an issue that came up and allow us to. And
02:59
came up and allow us to. And adjust and make sure that the
03:00
adjust and make sure that the product that our service teams
03:02
product that our service teams provided was on point and
03:04
provided was on point and create a consistency for
03:05
create a consistency for building for the team to go in
03:07
building for the team to go in and sweep out and out those
03:08
and sweep out and out those credit cards now if you’re
03:09
credit cards now if you’re using a product like Service
03:11
using a product like Service Autopilot in your account
03:12
Autopilot in your account screen, you’re literally gonna
03:14
screen, you’re literally gonna have a bunch of empty. Check
03:15
have a bunch of empty. Check box. You’re gonna select select
03:16
box. You’re gonna select select all they all go down you
03:18
all they all go down you literally hit charged the cards
03:19
literally hit charged the cards a little button pops up. Are
03:20
a little button pops up. Are you sure you wanna run all
03:21
you sure you wanna run all these cards and then once you
03:23
these cards and then once you hit yes it literally runs all
03:26
hit yes it literally runs all the cards. So one of the
03:29
the cards. So one of the biggest mistakes we made in my
03:31
biggest mistakes we made in my business is when we first
03:32
business is when we first instituted this, I was a little
03:33
instituted this, I was a little nervous to be honest with you.
03:34
nervous to be honest with you. I think a lot of people are and
03:36
I think a lot of people are and and for good reason we didn’t
03:38
and for good reason we didn’t jump in had first in the end,
03:39
jump in had first in the end, we said. we strongly recommend
03:43
we said. we strongly recommend or require the card if you’re
03:45
or require the card if you’re not gonna do the card we need
03:47
not gonna do the card we need pre-payment a month in advance
03:49
pre-payment a month in advance for those services then we got
03:52
for those services then we got a little more bold and said
03:53
a little more bold and said Okay, even if you’re prepaying
03:55
Okay, even if you’re prepaying a month in advance, we still
03:56
a month in advance, we still need a credit card on file cuz
03:57
need a credit card on file cuz if you don’t pay us, you’re
03:58
if you don’t pay us, you’re gonna authorize this. Card and
04:01
gonna authorize this. Card and then for some of the the other
04:04
then for some of the the other services such as aeration and
04:05
services such as aeration and overseed if they did have a
04:06
overseed if they did have a card on file, we require them
04:07
card on file, we require them to pay in full or a 50 percent
04:09
to pay in full or a 50 percent deposit for like a mulch job or
04:11
deposit for like a mulch job or shrub trimming what that did is
04:13
shrub trimming what that did is it actually helped flow, but
04:15
it actually helped flow, but since we didn’t jump in head
04:17
since we didn’t jump in head first and require the credit
04:17
first and require the credit card, a hundred percent upfront
04:20
card, a hundred percent upfront with basically no exceptions,
04:21
with basically no exceptions, it’s basically what we did
04:22
it’s basically what we did eventually is that became an
04:25
eventually is that became an issue because in the office or
04:27
issue because in the office or Christine in the office when
04:28
Christine in the office when they were doing the. Created an
04:31
they were doing the. Created an inconsistency It wasn’t a
04:33
inconsistency It wasn’t a consistent process of workflow
04:34
consistent process of workflow and things got missed and not
04:37
and things got missed and not necessarily their fault in the
04:37
necessarily their fault in the office by any means, but they
04:39
office by any means, but they got missed because we didn’t
04:40
got missed because we didn’t have a standard a standard, a
04:42
have a standard a standard, a standard operating procedure
04:43
standard operating procedure and an SOP for billing because
04:45
and an SOP for billing because we had three quarters of people
04:47
we had three quarters of people on credit cards, we had other
04:49
on credit cards, we had other people with a card on file but
04:51
people with a card on file but wanted to pay a month in
04:52
wanted to pay a month in advance and then we have people
04:53
advance and then we have people making deposits that didn’t
04:54
making deposits that didn’t wanna give us a credit card. so
04:55
wanna give us a credit card. so we’ve got three maybe four
04:57
we’ve got three maybe four different ways of building
04:57
different ways of building going on. It’s started. Chaos
05:00
going on. It’s started. Chaos and things got missed. so what
05:02
and things got missed. so what I’m recommending is if you’re
05:04
I’m recommending is if you’re gonna do it, you do it,
05:05
gonna do it, you do it, a hundred percent and I will
05:06
a hundred percent and I will tell you if you do it correctly
05:08
tell you if you do it correctly through some several automated
05:09
through some several automated emails with a PCI compliant
05:12
emails with a PCI compliant credit card form, which
05:12
credit card form, which basically is going to create a
05:16
basically is going to create a a tokenized process where that
05:18
a tokenized process where that credit card number never hits
05:20
credit card number never hits the server of your software. it
05:21
the server of your software. it goes to the credit card
05:23
goes to the credit card process. Everything’s secure
05:24
process. Everything’s secure there and if we can’t
05:26
there and if we can’t physically get that credit card
05:27
physically get that credit card from the automated forms and
05:28
from the automated forms and the emails we create a process
05:31
the emails we create a process after the third or fourth
05:32
after the third or fourth attempt for somebody from your
05:33
attempt for somebody from your office to physically call out
05:33
office to physically call out and reach out and get. Bless
05:36
and reach out and get. Bless you each other there It is a
05:38
you each other there It is a spring time or mid summer
05:40
spring time or mid summer allergy season here in the
05:41
allergy season here in the Northeast for sure so what I’m
05:44
Northeast for sure so what I’m gonna suggest that is we go out
05:45
gonna suggest that is we go out a hundred percent and we get
05:47
a hundred percent and we get those credit cards on file we
05:48
those credit cards on file we go through an automated process
05:49
go through an automated process and after the 30 fourth attempt
05:51
and after the 30 fourth attempt it triggers a person to go in
05:53
it triggers a person to go in now, you may be asking Mike
05:55
now, you may be asking Mike Well, that sounds great, but
05:57
Well, that sounds great, but maybe I’m selling 10015 jobs a
05:59
maybe I’m selling 10015 jobs a day. How do I keep track of who
06:01
day. How do I keep track of who has a card on file and doesn’t
06:03
has a card on file and doesn’t have a card on file cuz it
06:04
have a card on file cuz it sounds like sometimes it
06:05
sounds like sometimes it doesn’t happen immediately
06:07
doesn’t happen immediately Well, you’re right. It’s
06:07
Well, you’re right. It’s sometimes sometimes it doesn’t.
06:08
sometimes sometimes it doesn’t. That’s we built an automated
06:09
That’s we built an automated process but. Addition to the
06:12
process but. Addition to the automated process to get the
06:13
automated process to get the card on file, this is why I
06:14
card on file, this is why I brought on as our automation
06:16
brought on as our automation expert who builds and test
06:17
expert who builds and test these things to kinda break
06:20
these things to kinda break down on a high level, not
06:21
down on a high level, not necessarily the weeds. but how
06:22
necessarily the weeds. but how do you go out in automated
06:24
do you go out in automated process inside a software
06:26
process inside a software system to go out and allow the
06:29
system to go out and allow the job to be scheduled and then if
06:33
job to be scheduled and then if and only if that card is on the
06:35
and only if that card is on the file can we actually do the job
06:36
file can we actually do the job So Chad definitely the floor is
06:39
So Chad definitely the floor is yours on a high level. I think
06:41
yours on a high level. I think people have comments or
06:41
people have comments or questions on the live or
06:42
questions on the live or recorded version. We’ll keep an
06:43
recorded version. We’ll keep an eye on this, but as far as the
06:45
eye on this, but as far as the automation. Here at Simple
06:47
automation. Here at Simple Growth been with us several
06:48
Growth been with us several years. what would you think is
06:51
years. what would you think is best practice? when somebody
06:54
best practice? when somebody signs up and accepts accepts
06:55
signs up and accepts accepts the estimated the live or
06:57
the estimated the live or electronically on that form
06:58
electronically on that form that sets the process and play
06:59
that sets the process and play what happens once the estimate
07:00
what happens once the estimate of your job is one so there are
07:02
of your job is one so there are two major ways that you can
07:04
two major ways that you can approach this particular kind
07:06
approach this particular kind of problem. I think the first
07:07
of problem. I think the first way and this is excuse me lots
07:10
way and this is excuse me lots of allergies. Step one is don’t
07:13
of allergies. Step one is don’t have
07:16
Have a process in place that’s
07:18
Have a process in place that’s going to create confusion and
07:20
going to create confusion and chaos. so if you have an
07:23
chaos. so if you have an automated system that can be
07:24
automated system that can be through Service Autopilot that
07:26
through Service Autopilot that can be through, I believe
07:28
can be through, I believe HubSpot has something similar
07:29
HubSpot has something similar you’re able to have the
07:31
you’re able to have the estimate one and then you
07:32
estimate one and then you immediately move into sending
07:34
immediately move into sending out an email with a form
07:36
out an email with a form attached if you can make the
07:37
attached if you can make the barrier of entry as low as
07:39
barrier of entry as low as possible and your client will
07:40
possible and your client will be able to go from I have
07:44
be able to go from I have accepted to actually moving.
07:46
accepted to actually moving. Now, I have a card on file so
07:47
Now, I have a card on file so that would be number one is
07:50
that would be number one is automate it so that as soon as
07:51
automate it so that as soon as they accept an estimate or they
07:52
they accept an estimate or they accept service it allows the
07:54
accept service it allows the card to be sent out now
07:56
card to be sent out now depending on your software, it
07:57
depending on your software, it might also be able to move
08:01
might also be able to move from. any time that an gets
08:05
from. any time that an gets accepted into only if the
08:08
accepted into only if the client does not have a card on
08:10
client does not have a card on file so that way as you start
08:11
file so that way as you start to upsell as you start to move
08:13
to upsell as you start to move into any kind of. Sales
08:17
into any kind of. Sales campaign that you’re
08:17
campaign that you’re performing, you’re not gonna be
08:18
performing, you’re not gonna be sending out the same email that
08:20
sending out the same email that you’ve already sent out before
08:21
you’ve already sent out before it’s step number one number two
08:23
it’s step number one number two and this is also quite useful
08:25
and this is also quite useful is go ahead and once they have
08:27
is go ahead and once they have accepted even if they don’t
08:28
accepted even if they don’t have a card on file yet, go
08:29
have a card on file yet, go ahead and schedule the. service
08:33
ahead and schedule the. service inside of your CRM and then
08:34
inside of your CRM and then pause the service so that way
08:37
pause the service so that way you’re never having a moment
08:38
you’re never having a moment where someone is trying to
08:40
where someone is trying to figure out whether or not an
08:41
figure out whether or not an estimate is alive or if it was
08:44
estimate is alive or if it was cancelled for some reason. Do
08:46
cancelled for some reason. Do that pause it and if you can
08:48
that pause it and if you can make a note of what was paused
08:49
make a note of what was paused and win, obviously Service
08:51
and win, obviously Service Autopilot does that
08:52
Autopilot does that automatically. and I believe
08:54
automatically. and I believe again other CRMs have a
08:57
again other CRMs have a timeline note feature so you’re
08:58
timeline note feature so you’re able to have information but
09:01
able to have information but you’re able to move from saying
09:03
you’re able to move from saying we’re waiting for a credit
09:04
we’re waiting for a credit card. We don’t need to schedule
09:05
card. We don’t need to schedule this to we scheduled this.
09:07
this to we scheduled this. We’re not going to perform the
09:09
We’re not going to perform the service until the card is on
09:10
service until the card is on file so those are the two major
09:12
file so those are the two major ways that I think are are gonna
09:14
ways that I think are are gonna be abused awesome. So if I.
09:17
be abused awesome. So if I. Understanding you right You
09:18
Understanding you right You we’ve basically how we broke it
09:20
we’ve basically how we broke it down in simple growth and as
09:21
down in simple growth and as well as my company before
09:22
well as my company before Simple Growth even existed is
09:24
Simple Growth even existed is we adhere to life cycle
09:26
we adhere to life cycle marketing so we wanna talk to
09:27
marketing so we wanna talk to the client where they’re at in
09:29
the client where they’re at in the life cycle, so if they
09:30
the life cycle, so if they become a new client whether
09:33
become a new client whether it’s a one one -time or
09:34
it’s a one one -time or recurring service, it doesn’t
09:36
recurring service, it doesn’t necessarily matter if that’s
09:37
necessarily matter if that’s gonna trigger an automation
09:39
gonna trigger an automation such as we have in Service
09:41
such as we have in Service Autopilot to get that credit
09:42
Autopilot to get that credit card on file the PCI compliant
09:44
card on file the PCI compliant form and We’re recommending a
09:48
form and We’re recommending a simple growth is the best
09:49
simple growth is the best workflow the Chad’s talking
09:50
workflow the Chad’s talking about is now that that’s a lawn
09:53
about is now that that’s a lawn mowing or cleaning has been one
09:55
mowing or cleaning has been one we’re going to schedule it but
09:58
we’re going to schedule it but Pause it and then the third and
10:00
Pause it and then the third and and final step an automation
10:02
and final step an automation will trigger inside Service
10:03
will trigger inside Service Autopilot in the automation to
10:06
Autopilot in the automation to assign a to do and probably an
10:08
assign a to do and probably an email. that’s gonna have a
10:10
email. that’s gonna have a deadline with a pretty specific
10:12
deadline with a pretty specific instructions saying Hey this
10:14
instructions saying Hey this credit card has been received
10:14
credit card has been received through the form. It’s now in
10:16
through the form. It’s now in the system we have a way to.
10:19
the system we have a way to. Somewhat automatically at this
10:21
Somewhat automatically at this point on the service and get
10:23
point on the service and get them going and you also
10:25
them going and you also mentioned putting some notes in
10:26
mentioned putting some notes in there, which I think is huge
10:27
there, which I think is huge because if you have a multi
10:29
because if you have a multi person office, they may go and
10:30
person office, they may go and say why is this pause? Is it a
10:32
say why is this pause? Is it a credit card that we need on
10:33
credit card that we need on file Is it they’ve signed up
10:35
file Is it they’ve signed up and they don’t want service
10:36
and they don’t want service till next month actually till
10:41
Things that I’ve seen in our
10:42
Things that I’ve seen in our business here at Simple growth
10:44
business here at Simple growth as well as my lawn care company
10:45
as well as my lawn care company is a to do or a pause or cancel
10:48
is a to do or a pause or cancel isn’t complete and last there
10:50
isn’t complete and last there actually is documentation on it
10:52
actually is documentation on it so it didn’t happen unless
10:53
so it didn’t happen unless there was actual note or
10:54
there was actual note or something written down on that
10:56
something written down on that as well. so Chad, I really
10:58
as well. so Chad, I really appreciate you breaking that
11:00
appreciate you breaking that down for us in a systematic way
11:03
down for us in a systematic way and how to make sure we get the
11:04
and how to make sure we get the card on file We scheduled the
11:07
card on file We scheduled the service, but we pause it so
11:07
service, but we pause it so that way there’s no way we ever
11:08
that way there’s no way we ever go out and do it. Card on file
11:11
go out and do it. Card on file And then we have a to do and an
11:13
And then we have a to do and an Email usually with the deadline
11:15
Email usually with the deadline assigned to a specific person
11:16
assigned to a specific person or a role depending on the size
11:18
or a role depending on the size of the business for
11:19
of the business for accountability to make sure
11:19
accountability to make sure that gets on the schedule with
11:21
that gets on the schedule with notes on it any other comments
11:23
notes on it any other comments questions before we wrap this
11:24
questions before we wrap this up, I know this is something
11:27
up, I know this is something we’ve been doing for a while,
11:27
we’ve been doing for a while, but a lot of service businesses
11:30
but a lot of service businesses will run into significant cash
11:31
will run into significant cash flow problems and this is not
11:34
flow problems and this is not the end all be all to cash flow
11:35
the end all be all to cash flow problems, but the key thing is
11:37
problems, but the key thing is if I’m doing all my work this
11:39
if I’m doing all my work this week and I build. Tuesday on a
11:41
week and I build. Tuesday on a credit card the following
11:42
credit card the following Tuesday with the turnaround,
11:44
Tuesday with the turnaround, such as a company like Claire,
11:47
such as a company like Claire, You’re gonna have cash in the
11:48
You’re gonna have cash in the Bank before you run your
11:50
Bank before you run your payroll on Friday. Now,
11:51
payroll on Friday. Now, obviously we need to have ample
11:52
obviously we need to have ample cash flow in some reserves,
11:54
cash flow in some reserves, especially with all the stuff
11:55
especially with all the stuff that’s going on. But this is a
11:56
that’s going on. But this is a key way to keep cash flowing,
11:58
key way to keep cash flowing, especially in the spring season
12:00
especially in the spring season in a lawn care company where
12:02
in a lawn care company where you’re overhead a significantly
12:04
you’re overhead a significantly higher because everything’s
12:05
higher because everything’s front end loaded so if you’re
12:06
front end loaded so if you’re looking ways to manage your
12:07
looking ways to manage your cash flow and have. This is a
12:11
cash flow and have. This is a great way of doing it and worst
12:13
great way of doing it and worst case scenarios. you’re only
12:14
case scenarios. you’re only gonna be out one mowing or one
12:15
gonna be out one mowing or one cleaning. you’re never gonna
12:17
cleaning. you’re never gonna let it stretch out over a whole
12:18
let it stretch out over a whole month span so it limits your
12:20
month span so it limits your risk and liability there and
12:22
risk and liability there and last thing is if you’re also
12:23
last thing is if you’re also looking at cash flow
12:24
looking at cash flow management, a book that I
12:25
management, a book that I highly recommend is profit
12:27
highly recommend is profit first by Mike Mic he also has
12:29
first by Mike Mic he also has profit first accountants that
12:31
profit first accountants that specialized in each industry,
12:32
specialized in each industry, but the idea of profit first is
12:35
but the idea of profit first is kinda see the abs and flows of
12:37
kinda see the abs and flows of your cash flow. It was
12:38
your cash flow. It was instrumental. When we adopted
12:42
instrumental. When we adopted that from day one but the
12:43
that from day one but the ability to put your profit
12:45
ability to put your profit first put that into savings
12:46
first put that into savings account your distributions and
12:48
account your distributions and especially your taxes and then
12:50
especially your taxes and then you have the net operating
12:51
you have the net operating liquid liquid cash flow in your
12:53
liquid liquid cash flow in your operating account. it allows
12:55
operating account. it allows you to see where you’re at
12:56
you to see where you’re at there’s also some other
12:57
there’s also some other accounts, but those are the
12:58
accounts, but those are the basics of it. so Chad any
12:59
basics of it. so Chad any closing thoughts. I really
13:01
closing thoughts. I really appreciate coming on and drop a
13:02
appreciate coming on and drop a knowledge bomb on us about some
13:03
knowledge bomb on us about some automations and how to do that.
13:04
automations and how to do that. Yeah. No. the biggest thing is
13:06
Yeah. No. the biggest thing is that the. incredible. To have
13:11
that the. incredible. To have the money for cash flow same
13:13
the money for cash flow same week is so huge so being able
13:16
week is so huge so being able to bridge that gap and not
13:17
to bridge that gap and not being reliant on the on going
13:21
being reliant on the on going to the Bank and actually
13:22
to the Bank and actually sending checks or having to
13:24
sending checks or having to play catch up with your clients
13:25
play catch up with your clients is pretty huge. So I think it’s
13:28
is pretty huge. So I think it’s incredible motion forward
13:29
incredible motion forward biggest pitfall that you’re
13:31
biggest pitfall that you’re gonna face is people emailing
13:32
gonna face is people emailing you in their credit cards so
13:34
you in their credit cards so having a form having something
13:36
having a form having something that is PCI compliant that
13:37
that is PCI compliant that takes that stress completely
13:39
takes that stress completely out of the situation. Yeah and
13:40
out of the situation. Yeah and you bring up. And here is when
13:43
you bring up. And here is when you have an office staff, new
13:45
you have an office staff, new or existing when you start
13:47
or existing when you start getting the credit card
13:48
getting the credit card processing, you need you need
13:50
processing, you need you need you need. I recommend you need
13:51
you need. I recommend you need to educate them that you do not
13:54
to educate them that you do not take a credit card and write it
13:55
take a credit card and write it down on a piece of paper. you
13:57
down on a piece of paper. you do not put it in the client’s
13:58
do not put it in the client’s notes. Everything needs to be
14:00
notes. Everything needs to be in through a PCI compliant form
14:03
in through a PCI compliant form or PCI compliant entry point
14:05
or PCI compliant entry point like you have in Service
14:07
like you have in Service Autopilot or many of the other
14:07
Autopilot or many of the other software platforms. So once it
14:09
software platforms. So once it hits it’s tokenized, no one can
14:11
hits it’s tokenized, no one can go in there and see anything
14:12
go in there and see anything besides the last four digits in
14:14
besides the last four digits in the aspiration that is gonna
14:15
the aspiration that is gonna keep your business. If you
14:16
keep your business. If you don’t play by the rules As a
14:18
don’t play by the rules As a business owner, you can get
14:20
business owner, you can get burned. so we wanna make sure
14:21
burned. so we wanna make sure that you are playing by the
14:23
that you are playing by the rules just like we play by the
14:25
rules just like we play by the rules of the Email marketing,
14:25
rules of the Email marketing, you can spam compliancy
14:28
you can spam compliancy something not to be messed with
14:29
something not to be messed with so Chad I appreciate it any
14:31
so Chad I appreciate it any other comments or questions on
14:32
other comments or questions on the live version, put them in
14:34
the live version, put them in Chad and we’ll keep an eye on
14:35
Chad and we’ll keep an eye on this the next 24 to 48 hours
14:36
this the next 24 to 48 hours and we’ll see you again
14:37
and we’ll see you again tomorrow. Khan’s Corner USA
14:39
tomorrow. Khan’s Corner USA Questions We have some live