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Welcome back to Callahan’s
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Welcome back to Callahan’s corner, where you ask the
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corner, where you ask the questions we answer them live
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questions we answer them live right here on Facebook so had
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right here on Facebook so had two exact questions and asked
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two exact questions and asked over the weekend here both of
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over the weekend here both of these companies are hiring two
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these companies are hiring two or both of the two companies
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or both of the two companies are hiring a new admin for
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are hiring a new admin for their office so they’re looking
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their office so they’re looking to bring out an office staff
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to bring out an office staff and they wanna know what is the
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and they wanna know what is the process of going out and hiring
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process of going out and hiring and onboarding and training
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and onboarding and training office staff person using a
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office staff person using a software. Service Autopilot, So
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software. Service Autopilot, So I broke down some quick notes
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I broke down some quick notes how to go out and actually hire
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how to go out and actually hire your first office staff person
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your first office staff person or go out and hire additional
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or go out and hire additional or new people in your office
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or new people in your office using a a product to Service
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using a a product to Service Autopilot or Service Autopilot.
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Autopilot or Service Autopilot. so what I do is break down the
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so what I do is break down the screen here. I’ve got a
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screen here. I’ve got a checklist of some things I
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checklist of some things I wanna go through and I never
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wanna go through and I never seen before I’m actually in a
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seen before I’m actually in a lift the hood on some of the on
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lift the hood on some of the on boarding automations that we
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boarding automations that we actually use it’s simple growth
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actually use it’s simple growth and what the workflow looks
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and what the workflow looks like there. First thing we
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like there. First thing we wanna be looking at is when we
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wanna be looking at is when we go in as we hire a new person,
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go in as we hire a new person, but there’s some really some
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but there’s some really some due diligence that we need to
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due diligence that we need to do and a lot of us, especially
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do and a lot of us, especially owning service businesses. I’ll
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owning service businesses. I’ll be honest in the early days
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be honest in the early days myself, I would sometimes
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myself, I would sometimes forget to do these things
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forget to do these things especially when we’re in the
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especially when we’re in the spring rush or we’re having
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spring rush or we’re having labor issues. We forget to do
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labor issues. We forget to do that please take the extra hour
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that please take the extra hour or two whatever that looks like
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or two whatever that looks like go find a consultant that
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go find a consultant that specializes in it such as Jason
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specializes in it such as Jason Cup to do these things. This is
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Cup to do these things. This is something. In my business and I
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something. In my business and I highly recommend it but at the
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highly recommend it but at the time of hire, we want a
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time of hire, we want a physical written job offer if
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physical written job offer if you’re using Service Autopilot
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you’re using Service Autopilot I recommend turning an estimate
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I recommend turning an estimate in the document actually into
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in the document actually into the electronic job offer or
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the electronic job offer or where they can go in and click
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where they can go in and click the accept it and sign it
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the accept it and sign it electronically. It’s saved
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electronically. It’s saved right essay. We wanna do a non
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right essay. We wanna do a non solution and a agreement so a
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solution and a agreement so a non solicitation is going to be
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non solicitation is going to be basically today’s version of a
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basically today’s version of a non-compete. We’re gonna go out
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non-compete. We’re gonna go out and put this together so our
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and put this together so our new employee. Decide to leave
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new employee. Decide to leave us are not gonna go out and
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us are not gonna go out and solicit our existing client
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solicit our existing client base in a non disclosure. so
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base in a non disclosure. so some of the workflow the
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some of the workflow the technology the certain things
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technology the certain things that make your business
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that make your business different. We’re gonna have
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different. We’re gonna have that in a non disclosure
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that in a non disclosure agreement third and definitely
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agreement third and definitely not third and at least
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not third and at least important is tax document
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important is tax document collection. So we wanna go out
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collection. So we wanna go out and get our I- nine our Wfour
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and get our I- nine our Wfour in the IT 204 and if your
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in the IT 204 and if your company is utilizing direct
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company is utilizing direct deposit, if you’re not a highly
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deposit, if you’re not a highly recommended a direct deposit
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recommended a direct deposit form as an admin. There is the
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form as an admin. There is the ability of them working remote
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ability of them working remote right now in the days we wanna
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right now in the days we wanna have technology and equipment
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have technology and equipment form if they’re working
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form if they’re working remotely, so they’re accepting
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remotely, so they’re accepting the technology in their Green
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the technology in their Green to give it back once again,
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to give it back once again, someone like Jason K. would be
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someone like Jason K. would be a great person to do this and
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a great person to do this and then, in addition, we wanna
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then, in addition, we wanna send our core values in an
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send our core values in an email and a welcome video from
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email and a welcome video from the owner so before I dive into
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the owner so before I dive into the internal processes to make
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the internal processes to make this happen I’m actually gonna
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this happen I’m actually gonna flip the screen here and go
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flip the screen here and go into the back. An automation
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into the back. An automation that we have internally and one
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that we have internally and one of our automation platforms,
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of our automation platforms, but what we have here is we
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but what we have here is we have a form that literally goes
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have a form that literally goes out and is filled out by your
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out and is filled out by your office staff and this right
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office staff and this right here is gonna go and fill out
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here is gonna go and fill out all the information and the new
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all the information and the new hire what their new job
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hire what their new job responsibilities will include
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responsibilities will include in the start date. and then if
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in the start date. and then if we wanna send out the job offer
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we wanna send out the job offer we can click this and once they
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we can click this and once they have accepted the job offer we
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have accepted the job offer we can have a manual override, but
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can have a manual override, but this is gonna track that job
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this is gonna track that job offer and all the information
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offer and all the information it needs to be merged into it.
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it needs to be merged into it. So once that is done. It’s
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So once that is done. It’s gonna trigger a series of
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gonna trigger a series of events so right now that job
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events so right now that job offer and the non the non non
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offer and the non the non non solicit would be Emailed out to
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solicit would be Emailed out to the applicant here or in
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the applicant here or in Service Autopilot. We’ve done
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Service Autopilot. We’ve done it right inside the document.
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it right inside the document. Editor. What’s gonna happen?
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Editor. What’s gonna happen? there is this tag is applied
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there is this tag is applied once that is taking care of and
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once that is taking care of and then we have an internal task
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then we have an internal task to go to our Monday board and
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to go to our Monday board and then what we do is We’ve got an
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then what we do is We’ve got an internal task here that goes
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internal task here that goes out by email to basically. Our
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out by email to basically. Our technology person set up the
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technology person set up the technology and set it up for
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technology and set it up for them, so if you’re just a
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them, so if you’re just a business owner by yourself
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business owner by yourself doing this, I highly recommend
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doing this, I highly recommend still building these parts in
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still building these parts in because it’s gonna hold you
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because it’s gonna hold you accountable to make sure what
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accountable to make sure what should happen happens each and
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should happen happens each and every time we have a new hire
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every time we have a new hire and then the final part here is
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and then the final part here is the external email and we send
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the external email and we send this email out and inside the
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this email out and inside the email It goes through all the
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email It goes through all the things that they need to fill
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things that they need to fill out and we give them electronic
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out and we give them electronic links to go out and grab. the
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links to go out and grab. the different. So basically, hey,
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different. So basically, hey, in order for your first
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in order for your first paycheck to be issued, we need
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paycheck to be issued, we need the WI nine the Wfour IT 21 04
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the WI nine the Wfour IT 21 04 and the direct deposit form
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and the direct deposit form when you’re done, please email
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when you’re done, please email them back to Tammy she can be
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them back to Tammy she can be contacted through this number
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contacted through this number and there’s a video here that
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and there’s a video here that actually plays in the email or
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actually plays in the email or linked out basically that I
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linked out basically that I actually welcome them to the
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actually welcome them to the company and acclimate them to
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company and acclimate them to what to expect and when they
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what to expect and when they click on each one of. It sends
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click on each one of. It sends them the link to download or
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them the link to download or fill out the electronic version
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fill out the electronic version of the documents, so we have
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of the documents, so we have all the documents all there
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all the documents all there each and every time we need
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each and every time we need that when we have a new hire so
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that when we have a new hire so that is the process one day
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that is the process one day after that, we’re gonna send
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after that, we’re gonna send out an email and this email
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out an email and this email goes out and dials into our
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goes out and dials into our core values Our mission vision
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core values Our mission vision values so now that we’ve got
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values so now that we’ve got them in. we want to start to
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them in. we want to start to acclimate them to what we stand
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acclimate them to what we stand for. so we’ve got our values
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for. so we’ve got our values built out in the email, so
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built out in the email, so that’s just gonna be starting
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that’s just gonna be starting to warm them up so when they
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to warm them up so when they come to the first day of
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come to the first day of training while it’s in person
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training while it’s in person or virtual they know what.
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or virtual they know what. Values are and what we stand
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Values are and what we stand for and we’re reinforcing those
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for and we’re reinforcing those right off the bat Now that is
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right off the bat Now that is basically at the time of
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basically at the time of higher. now we have our
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higher. now we have our internal process, which I’ve
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internal process, which I’ve kinda highlighted so we wanna
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kinda highlighted so we wanna go in and set a bunch of
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go in and set a bunch of automated repetitive task So a
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automated repetitive task So a 90 -day reminder in the CRM
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90 -day reminder in the CRM such as Service Autopilot that
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such as Service Autopilot that they’re 90 Day promotion
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they’re 90 Day promotion probation period is over with
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probation period is over with and we’re gonna set up that
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and we’re gonna set up that review. we wanna order or
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review. we wanna order or reassign the technology such as
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reassign the technology such as a laptop and monitor and then
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a laptop and monitor and then Voice over IP, so most
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Voice over IP, so most companies now are using voice
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companies now are using voice over Internet provider for
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over Internet provider for phone service, something like
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phone service, something like RingCentral, Those are certain
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RingCentral, Those are certain things that you need to get
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things that you need to get installed on the technology as
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installed on the technology as far as the computer before you
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far as the computer before you hand that over so those are
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hand that over so those are certain things that we
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certain things that we recommend looking at next thing
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recommend looking at next thing is we wanna go and create
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is we wanna go and create logins and invites for Service
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logins and invites for Service Autopilot The voice over IP,
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Autopilot The voice over IP, say RingCentral. We wanna set
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say RingCentral. We wanna set up G Suite If you’re not using
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up G Suite If you’re not using G Suite for five bucks, a user,
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G Suite for five bucks, a user, I believe it is totally worth
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I believe it is totally worth it. As you bring them on or let
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it. As you bring them on or let them go or in the positions,
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them go or in the positions, the user rights and roles can
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the user rights and roles can be opened up. That’s gonna
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be opened up. That’s gonna include your company. email G
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include your company. email G sheets. It’s basically a a
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sheets. It’s basically a a version of Google’s version of
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version of Google’s version of Excel and Google Docs is
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Excel and Google Docs is basically Google’s version of
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basically Google’s version of Microsoft word, but they’re all
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Microsoft word, but they’re all in there and then when somebody
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in there and then when somebody moves in the Organization all
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moves in the Organization all those documents can be swept
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those documents can be swept over to the next person and
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over to the next person and bucket it up. want to include
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bucket it up. want to include them for the log in to the GPS
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them for the log in to the GPS tracking software, refusing one
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tracking software, refusing one if you’re using Office
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if you’re using Office communications such as Slack,
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communications such as Slack, we wanna get them in in those
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we wanna get them in in those as well. this seems very
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as well. this seems very obvious. Last time we did a new
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obvious. Last time we did a new hire. I started going through
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hire. I started going through this and there’s a lot more to
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this and there’s a lot more to it than just hiring some I
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it than just hiring some I would highly recommend if this
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would highly recommend if this admin is going to be a senior
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admin is going to be a senior level admin Facebook page
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level admin Facebook page access or through your chatbot
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access or through your chatbot such as many chat so you can
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such as many chat so you can respond and answer chat on
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respond and answer chat on Facebook. We wanna get them on
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Facebook. We wanna get them on your YouTube channel Instagram
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your YouTube channel Instagram is gonna be inside of Facebook
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is gonna be inside of Facebook and the email for your
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and the email for your Webmaster for content creation
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Webmaster for content creation so if you’re pumping out
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so if you’re pumping out content like we are here or my
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content like we are here or my buddy Garrett Matthews. Garrett
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buddy Garrett Matthews. Garrett Company and we’re we’re we’re
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Company and we’re we’re we’re creating a process where we’re
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creating a process where we’re making a video on our phone.
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making a video on our phone. We’re we’re getting that
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We’re we’re getting that information to the admin and
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information to the admin and they’re uploading that from the
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they’re uploading that from the Facebook page onto YouTube and
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Facebook page onto YouTube and then they’re taking the YouTube
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video with a transcript from
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video with a transcript from YouTube and giving it to the
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YouTube and giving it to the Webmaster You put it on our
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Webmaster You put it on our website for SEO and relevant.
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website for SEO and relevant. so these are different things
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so these are different things so think about all the tax
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so think about all the tax documents and on-boarding
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documents and on-boarding documents
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What technology What are the
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What technology What are the different logins that invites
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different logins that invites you need to get them in there
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you need to get them in there and I would have a. Secured Doc
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and I would have a. Secured Doc that lists all the things that
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that lists all the things that person’s been logged into
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person’s been logged into because not if, but when they
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because not if, but when they leave your Organization and
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leave your Organization and good or bad terms, we wanna be
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good or bad terms, we wanna be able to lock that down and pass
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able to lock that down and pass it on to the the predecessor
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it on to the the predecessor then we wanna create an invite
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then we wanna create an invite the new hire to the online
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the new hire to the online learning hub to the software.
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learning hub to the software. That’s being utilized. I’m
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That’s being utilized. I’m gonna go in and show you under
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gonna go in and show you under the hood. What we’ve done for
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the hood. What we’ve done for our learning process for
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our learning process for Service Autopilot, RingCentral
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Service Autopilot, RingCentral and Slack and then we’ll go
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and Slack and then we’ll go into some call scripts but
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into some call scripts but right here. I’m gonna go in and
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right here. I’m gonna go in and kinda show you what we’ve got
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kinda show you what we’ve got here. So we’ve got a whole
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here. So we’ve got a whole bunch of course. But if we are
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bunch of course. But if we are using a product such as Service
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using a product such as Service Autopilot, this is my internal
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Autopilot, this is my internal office training. this is all
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office training. this is all the videos of workflow that we
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the videos of workflow that we need to be learning when we go
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need to be learning when we go into essay so as we look into
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into essay so as we look into this, I’m gonna go into one of
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this, I’m gonna go into one of the ones we have open to the
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the ones we have open to the public, not to give all the
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public, not to give all the secrets away but let’s see here
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secrets away but let’s see here so I’ve got S A workflow
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so I’ve got S A workflow training. For Vthree, so this
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training. For Vthree, so this would be an example of what our
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would be an example of what our office staff would be going
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office staff would be going through here and anybody who’s
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through here and anybody who’s interested in being put into
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interested in being put into this for your office staff feel
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this for your office staff feel free to just drop me a message
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free to just drop me a message on this live or recorded
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on this live or recorded version. I’ll get you a free
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version. I’ll get you a free invite into our. Vthree
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invite into our. Vthree training as well as our Vtwo
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training as well as our Vtwo training for service Autopilot.
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So I’m gonna open this up so
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So I’m gonna open this up so you can kinda see what this
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you can kinda see what this looks like not the edited
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looks like not the edited version but behind the scenes.
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version but behind the scenes. so what we’ve got here is.
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so what we’ve got here is. welcome to the automated a
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welcome to the automated a video of myself welcoming them.
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video of myself welcoming them. how to use the course. here if
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how to use the course. here if they’ve never used it and then
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they’ve never used it and then we have our six modules so each
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we have our six modules so each module has six videos in it,
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module has six videos in it, but it really goes down so the
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but it really goes down so the questions people are asking is
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questions people are asking is what do I train people to do in
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what do I train people to do in the office? Well, we literally
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the office? Well, we literally go from lead acquisition all
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go from lead acquisition all your billing and fulfillment so
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your billing and fulfillment so this first video there are
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this first video there are three to five minutes. This is
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three to five minutes. This is how to track the lead source.
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how to track the lead source. This is how to do referral
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This is how to do referral tracking commercial. How do we
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tracking commercial. How do we update the billing details?
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update the billing details? What’s the gear icon Is it lead
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What’s the gear icon Is it lead acquisition? Be the office of
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acquisition? Be the office of the website? What’s the
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the website? What’s the workflow We’ve built videos
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workflow We’ve built videos around this and then we go
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around this and then we go through a test where they
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through a test where they actually have to test their
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actually have to test their knowledge and if they don’t get
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knowledge and if they don’t get a hundred percent, we send them
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a hundred percent, we send them back to the beginning of the
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back to the beginning of the videos and there’s some logic
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videos and there’s some logic training in there as well to
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training in there as well to make sure they understand it.
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make sure they understand it. So that’s our first of six
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So that’s our first of six areas. Next thing we go in is a
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areas. Next thing we go in is a two -way texting user rates and
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two -way texting user rates and rules job estimate templates as
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rules job estimate templates as documents Service and custom
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documents Service and custom fields and master packages and
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fields and master packages and we have a test again. so these
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we have a test again. so these are the things that we’re
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are the things that we’re breaking down when you bring in
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breaking down when you bring in somebody new in the Service
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somebody new in the Service Autopilot chapter number three.
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Autopilot chapter number three. we’re
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Building a workflow and
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Building a workflow and training to that chapter four.
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training to that chapter four. It’s gonna go in and schedule a
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It’s gonna go in and schedule a or converting a lead to a
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or converting a lead to a client scheduling a one -time
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client scheduling a one -time job scheduling a reoccurring
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job scheduling a reoccurring job. A waiting list job a
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job. A waiting list job a package job and setting up a
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package job and setting up a contract with installment
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contract with installment billing. Once again, we have a
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billing. Once again, we have a test there chapter number five
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test there chapter number five We’re diving in the route
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We’re diving in the route optimization manually routing
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optimization manually routing running group stops showing
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running group stops showing route pins, GPS and driving
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route pins, GPS and driving directions changing crew
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directions changing crew assignments on the. For one day
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assignments on the. For one day only so if we have no call no
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only so if we have no call no show and schedules live in the
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show and schedules live in the Mobile of prints, so we go in
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Mobile of prints, so we go in and show them what it looks
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and show them what it looks like to be in the Mobile or
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like to be in the Mobile or printed that we have a test on
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printed that we have a test on that again, then the final six
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that again, then the final six chapter brings it home. This is
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chapter brings it home. This is gonna be our closeout day
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gonna be our closeout day screen and billing, so we go
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screen and billing, so we go over the close out day screen
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over the close out day screen close out day in a crew members
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close out day in a crew members close out day screens sanity
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close out day screens sanity Check for budget and price How
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Check for budget and price How to print and email invoices How
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to print and email invoices How to run charter credit cards and
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to run charter credit cards and payments and prepaid, and we
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payments and prepaid, and we have a final quiz. That’s the
12:26
have a final quiz. That’s the high level overview that we
12:27
high level overview that we recommend at least in Service
12:29
recommend at least in Service Autopilot to train that new
12:30
Autopilot to train that new admin once again, if you make a
12:31
admin once again, if you make a comment on the live or recorded
12:33
comment on the live or recorded version, I’ll get you a free
12:34
version, I’ll get you a free invite to this as well. So
12:35
invite to this as well. So we’ve got our Dthree training
12:36
we’ve got our Dthree training we have about a hundred and 70
12:38
we have about a hundred and 70 videos made by simple growth.
12:39
videos made by simple growth. How to use Vthree when you’re
12:41
How to use Vthree when you’re ready for it and we have this
12:43
ready for it and we have this testing here with training that
12:45
testing here with training that we can share with you free of
12:47
we can share with you free of charge for your office staff.
12:50
charge for your office staff. So once we’ve got that and it
12:53
So once we’ve got that and it sounds basic. but yes, we
12:54
sounds basic. but yes, we really wanna take a look at
12:55
really wanna take a look at phone call Scrub. Hey this is.
12:58
phone call Scrub. Hey this is. Mike Thank you for calling SB
12:59
Mike Thank you for calling SB Grove. How can I help you if
13:00
Grove. How can I help you if you don’t document it, you
13:01
you don’t document it, you don’t set a standard process.
13:03
don’t set a standard process. It’s not going to happen that’s
13:05
It’s not going to happen that’s gonna reflect poorly upon your
13:07
gonna reflect poorly upon your business. so those are the
13:07
business. so those are the things you wanna include now
13:09
things you wanna include now the next thing you wanna look
13:10
the next thing you wanna look at in my opinion is office
13:12
at in my opinion is office rhythm. So what is your daily
13:13
rhythm. So what is your daily rhythm answer phones and check
13:15
rhythm answer phones and check voicemails make call ahead so
13:17
voicemails make call ahead so if there’s any calls for
13:19
if there’s any calls for cleaning or lawn care that need
13:20
cleaning or lawn care that need to call ahead, we’ll make those
13:21
to call ahead, we’ll make those calls we assign and route on
13:23
calls we assign and route on site estimates so estimates we
13:24
site estimates so estimates we can’t do over maps, pro or over
13:26
can’t do over maps, pro or over the phone and cleaning. We set
13:28
the phone and cleaning. We set those up as to do’s or tickets
13:30
those up as to do’s or tickets and Vthree, and we route those
13:32
and Vthree, and we route those and hand that off to the
13:34
and hand that off to the Estimator we’re gonna double
13:36
Estimator we’re gonna double check the close out day screen
13:38
check the close out day screen and report the actual budget at
13:39
and report the actual budget at time as the admin to the
13:41
time as the admin to the business manager or owner we’re
13:43
business manager or owner we’re gonna track and manage damage
13:45
gonna track and manage damage cases on the damage level of a
13:47
cases on the damage level of a to do and the employee
13:48
to do and the employee Associated with we’re gonna run
13:49
Associated with we’re gonna run our credit cards and process
13:50
our credit cards and process payments daily. So that’s our
13:52
payments daily. So that’s our daily rhythm. Let’s set some
13:53
daily rhythm. Let’s set some expectations and a framework
13:55
expectations and a framework how it should happen. Highly
13:56
how it should happen. Highly recommend if. Something like
13:57
recommend if. Something like the simple growth repetitive
13:59
the simple growth repetitive task, we create an automation
14:01
task, we create an automation that assigns each day with a
14:02
that assigns each day with a deadline if it doesn’t happen,
14:03
deadline if it doesn’t happen, we’ll text or email that person
14:05
we’ll text or email that person to let them know they didn’t do
14:05
to let them know they didn’t do their job and they need to get
14:07
their job and they need to get it done and depending on the
14:08
it done and depending on the importance of escalate that to
14:09
importance of escalate that to the manager or business owner
14:11
the manager or business owner let them know what daily tasks
14:13
let them know what daily tasks weren’t done or weekly or
14:14
weren’t done or weekly or monthly or quarterly task. So
14:16
monthly or quarterly task. So now we’ve kinda define our
14:18
now we’ve kinda define our daily rhythm. we’re gonna go
14:20
daily rhythm. we’re gonna go back in weekly Monday, meaning
14:23
back in weekly Monday, meaning what I’m recommending so your
14:25
what I’m recommending so your Monday meeting outline is we’re
14:26
Monday meeting outline is we’re gonna go over and have the
14:28
gonna go over and have the admin report out to you A R, So
14:30
admin report out to you A R, So your accounts receivable from
14:31
your accounts receivable from one to 30. To 90 or 30, to 60
14:34
one to 30. To 90 or 30, to 60 and 60 to 90 our new client
14:37
and 60 to 90 our new client count, how many new clients
14:38
count, how many new clients that we had that last week so
14:39
that we had that last week so the previous week or the
14:40
the previous week or the reporting out client
14:42
reporting out client cancellation count and our
14:44
cancellation count and our QuickBooks stats and questions.
14:45
QuickBooks stats and questions. so if the reason the QB sink or
14:47
so if the reason the QB sink or manually making Journal
14:48
manually making Journal entries, we wanna have that
14:50
entries, we wanna have that updates. Those are the top
14:51
updates. Those are the top three or four things that ad in
14:52
three or four things that ad in my opinion should be reporting
14:54
my opinion should be reporting out to the business owner on a
14:56
out to the business owner on a weekly basis I recommend
14:58
weekly basis I recommend Tuesday at nine AM or in the
14:59
Tuesday at nine AM or in the morning we have AR accounts
15:02
morning we have AR accounts receivable driven by an
15:03
receivable driven by an automated to do a sign to the
15:04
automated to do a sign to the admin. So if you’re using
15:05
admin. So if you’re using something like the. Overdue
15:08
something like the. Overdue invoice automation it’s gonna
15:10
invoice automation it’s gonna sign a task to do to call the
15:12
sign a task to do to call the overdue accounts hopefully
15:14
overdue accounts hopefully collect the money if the money
15:15
collect the money if the money is not collecting, we pause the
15:16
is not collecting, we pause the accounts set up a payment plan.
15:17
accounts set up a payment plan. we have a final warning and
15:19
we have a final warning and then the final warning after
15:20
then the final warning after that is we actually send them
15:22
that is we actually send them to collections. We have some
15:23
to collections. We have some kind of process that admin is
15:24
kind of process that admin is gonna be plugging in to each
15:26
gonna be plugging in to each and every day for
15:27
and every day for accountability. It’s just you
15:28
accountability. It’s just you know Systemize work final thing
15:30
know Systemize work final thing here and obviously this is not
15:32
here and obviously this is not all of it, but this is kinda
15:33
all of it, but this is kinda gonna get the wheels turning
15:34
gonna get the wheels turning expired credit cards. By an
15:37
expired credit cards. By an automated forms if you’re going
15:37
automated forms if you’re going out with the PCI compliant
15:39
out with the PCI compliant credit card form to say Claire
15:41
credit card form to say Claire if the consumer hasn’t updated
15:43
if the consumer hasn’t updated their credit card when it’s
15:44
their credit card when it’s about to expire in 30 or 45
15:45
about to expire in 30 or 45 days, we have a trigger in an
15:48
days, we have a trigger in an automation assigned to the
15:49
automation assigned to the Admin say every Tuesday to call
15:50
Admin say every Tuesday to call and enter the new credit card
15:52
and enter the new credit card and so we’re creating
15:53
and so we’re creating predictable outcomes in and day
15:55
predictable outcomes in and day out for that admin now couple
15:58
out for that admin now couple of private messages. I’m
15:59
of private messages. I’m getting here is couple of
16:00
getting here is couple of people interested about that
16:01
people interested about that Learning Hub again. So I’m
16:02
Learning Hub again. So I’m gonna kinda hop back in here
16:03
gonna kinda hop back in here and go back out to my courses
16:05
and go back out to my courses but this is where. It’s a
16:07
but this is where. It’s a little interesting is we’ve got
16:09
little interesting is we’ve got the essay training, but even if
16:10
the essay training, but even if you’re not using a these are
16:12
you’re not using a these are the things you need to look at
16:13
the things you need to look at so we’ve got RingCentral.
16:14
so we’ve got RingCentral. That’s that voice over IP This
16:16
That’s that voice over IP This goes down how to use it. We’ve
16:18
goes down how to use it. We’ve got slack how to use Slack How
16:20
got slack how to use Slack How to use many chat the Facebook
16:22
to use many chat the Facebook Messenger, but let’s go into
16:23
Messenger, but let’s go into Slack just as a really basic
16:25
Slack just as a really basic example here of these are the
16:26
example here of these are the things we want to take the
16:28
things we want to take the knowledge style of that
16:29
knowledge style of that business owner and stick it in
16:30
business owner and stick it in a process. We have the message
16:32
a process. We have the message from the instructor once again
16:33
from the instructor once again how to use it, but what is? And
16:38
how to use it, but what is? And we have a video. what is a
16:40
we have a video. what is a channel? What is a direct
16:43
channel? What is a direct message? How to sign in the
16:46
message? How to sign in the slack? And preparing and
16:49
slack? And preparing and collecting note sheets for a
16:51
collecting note sheets for a weekly team meetings. That’s a
16:53
weekly team meetings. That’s a video and we have an area here.
16:56
video and we have an area here. we can test the learning if we
16:57
we can test the learning if we wanted to build a test out. so
16:59
wanted to build a test out. so these are all the things that I
17:00
these are all the things that I would highly recommend building
17:02
would highly recommend building out when you bring on a new
17:04
out when you bring on a new admin or even haven’t had the
17:06
admin or even haven’t had the admin build this so as they
17:08
admin build this so as they evolve in their position, it’s
17:09
evolve in their position, it’s not all lying on. you is the
17:11
not all lying on. you is the business-owners so these are
17:12
business-owners so these are some of the things that I would
17:14
some of the things that I would really recommend looking at in
17:16
really recommend looking at in there literally office system
17:17
there literally office system for YouTube. so if that admin
17:19
for YouTube. so if that admin is going in. and. Using YouTube
17:23
is going in. and. Using YouTube to upload videos, make a video
17:24
to upload videos, make a video of how to do it G suite, How do
17:26
of how to do it G suite, How do we use all the different G
17:28
we use all the different G Suite tools the Email the
17:31
Suite tools the Email the sheets the docks, all of that
17:33
sheets the docks, all of that is in there and everything else
17:35
is in there and everything else in between so these are things
17:37
in between so these are things I’d highly recommend looking at
17:39
I’d highly recommend looking at building that out for your
17:41
building that out for your business and your admin so drop
17:43
business and your admin so drop a message in the private or in
17:46
a message in the private or in the messages if you’d like an
17:48
the messages if you’d like an access to the about
17:49
access to the about a hundred and 70 videos we’ve
17:50
a hundred and 70 videos we’ve made for Vthree training at no
17:51
made for Vthree training at no charge four Service Autopilot,
17:53
charge four Service Autopilot, they will be continue to add.
17:55
they will be continue to add. As as a continues to add that
17:58
As as a continues to add that functionality, if you want the
17:59
functionality, if you want the access to the Vtwo training,
18:00
access to the Vtwo training, we’re testing, I’m happy to
18:01
we’re testing, I’m happy to share that out as well. so
18:03
share that out as well. so Callahan’s you ask the
18:04
Callahan’s you ask the questions. We answered live
18:05
questions. We answered live here on Facebook but what does
18:07
here on Facebook but what does that look like for a new office
18:09
that look like for a new office training? and how do I bring in
18:10
training? and how do I bring in a new admin and start to get
18:11
a new admin and start to get them up to speed, especially in
18:13
them up to speed, especially in the Cove days if they’re not
18:15
the Cove days if they’re not working physically in your
18:15
working physically in your office, those things like the
18:17
office, those things like the online learning how that we’ve
18:18
online learning how that we’ve utilized have been instrumental
18:20
utilized have been instrumental for success as well as things
18:21
for success as well as things like Slack and voice over IP
18:24
like Slack and voice over IP like ring. That can be remotely
18:26
like ring. That can be remotely on a soft on your computer or a
18:27
on a soft on your computer or a hard phone in their office as
18:29
hard phone in their office as well. so comment questions drop
18:31
well. so comment questions drop below Callahan’s corner. You
18:33
below Callahan’s corner. You ask the questions we answer