Video Transcript
00:01
Welcome back to the SA Weekly
00:02
Welcome back to the SA Weekly Talk show Mike Allen here with
00:04
Talk show Mike Allen here with Cody Owen uh my cohost uh got a
00:06
Cody Owen uh my cohost uh got a huge lineup coming next week
00:08
huge lineup coming next week Carla from the landscaping The
00:10
Carla from the landscaping The accountant is going to be
00:12
accountant is going to be joining Cody and I talking
00:13
joining Cody and I talking about all things landscape and
00:16
about all things landscape and accounting but this week uh
00:16
accounting but this week uh kinda back by popular demand. A
00:18
kinda back by popular demand. A lot of people were asking over
00:20
lot of people were asking over the last several months. Mike
00:22
the last several months. Mike would you mind going in and
00:24
would you mind going in and breaking down how you automated
00:27
breaking down how you automated your service business um and
00:28
your service business um and kind of the story behind that
00:29
kind of the story behind that and if I’m going to look at a
00:32
and if I’m going to look at a business fully automated on
00:34
business fully automated on service autopilot, What are the
00:35
service autopilot, What are the things I should. To do that so
00:38
things I should. To do that so whether you go out and utilize
00:40
whether you go out and utilize a certified adviser, you’re
00:41
a certified adviser, you’re building them yourself or
00:43
building them yourself or working with all the experts
00:44
working with all the experts over at the Automation Pro plus
00:46
over at the Automation Pro plus launch team over at service
00:47
launch team over at service Autopilot, which is also a
00:48
Autopilot, which is also a great resource um as you’re
00:50
great resource um as you’re going in and kinda
00:52
going in and kinda conceptualizing what does a
00:53
conceptualizing what does a service business look like
00:54
service business look like fully automated? I’m gonna
00:56
fully automated? I’m gonna kinda break it down um how we
00:58
kinda break it down um how we actually did it in my company
01:00
actually did it in my company step by step and what you’re
01:00
step by step and what you’re gonna find in your business. Is
01:02
gonna find in your business. Is you can’t really automate the
01:03
you can’t really automate the whole thing out of the gate.
01:04
whole thing out of the gate. There’s certain areas that you
01:05
There’s certain areas that you wanna look. Look at you, I’m
01:07
wanna look. Look at you, I’m gonna expose some of the
01:08
gonna expose some of the biggest pain points in my
01:09
biggest pain points in my business as we started to scale
01:11
business as we started to scale um and there’s basically as we
01:13
um and there’s basically as we find traditionally most service
01:15
find traditionally most service businesses, there’s really
01:16
businesses, there’s really three main hurdles or blocks uh
01:19
three main hurdles or blocks uh in your business of growth to
01:21
in your business of growth to that million mark and well
01:22
that million mark and well beyond and if you’ve been lucky
01:23
beyond and if you’ve been lucky enough to kinda blow past some
01:25
enough to kinda blow past some of these hurdles or just kind
01:26
of these hurdles or just kind of as we say grind through them
01:29
of as we say grind through them um if you can automate these
01:31
um if you can automate these areas in your business, uh
01:32
areas in your business, uh it’ll start pulling that time
01:33
it’ll start pulling that time back and allow you to as
01:35
back and allow you to as Michael Gerber says work on the
01:36
Michael Gerber says work on the business not in it or um if
01:38
business not in it or um if you’ve got a long. Family and
01:40
you’ve got a long. Family and friends you haven’t talked to
01:40
friends you haven’t talked to in the last 5 years because
01:41
in the last 5 years because you’ve been working 100 hours a
01:43
you’ve been working 100 hours a week well uh you might be able
01:44
week well uh you might be able to make some acquaintance of uh
01:45
to make some acquaintance of uh actually seeing your wife or
01:47
actually seeing your wife or husband at a dinner for once in
01:48
husband at a dinner for once in a while and uh see him on the
01:49
a while and uh see him on the weekends. so I’m gonna be kinda
01:50
weekends. so I’m gonna be kinda diving into that before we jump
01:52
diving into that before we jump into it, Cody though, um just
01:54
into it, Cody though, um just kinda touching base with you
01:55
kinda touching base with you what’s going on what’s new?
01:56
what’s going on what’s new? what’s good? Uh since the last
01:57
what’s good? Uh since the last time we talked last week on the
01:59
time we talked last week on the SEC, we talk show with uh Dylan
02:01
SEC, we talk show with uh Dylan Rothenberg um well I have
02:04
Rothenberg um well I have disappeared into a world of
02:06
disappeared into a world of virtual reality my uh my VR
02:07
virtual reality my uh my VR headset. Then that’s kinda been
02:09
headset. Then that’s kinda been what I’ve been doing for fun. I
02:11
what I’ve been doing for fun. I don’t have anything exciting to
02:13
don’t have anything exciting to report. alright. Well, you
02:15
report. alright. Well, you know, maybe the fun is the
02:16
know, maybe the fun is the goggles you’ll never know so
02:19
goggles you’ll never know so II. they’re pretty cool. We’ll
02:20
II. they’re pretty cool. We’ll have to give a little show and
02:20
have to give a little show and tell later in the show today,
02:22
tell later in the show today, but um if you’re watching the
02:24
but um if you’re watching the podcast and listen to the
02:24
podcast and listen to the podcast, you wanna tune in to
02:26
podcast, you wanna tune in to this one live uh so you can see
02:28
this one live uh so you can see this apparatus that uh Cody has
02:30
this apparatus that uh Cody has purchased off of Amazon or
02:31
purchased off of Amazon or wherever you got that thing,
02:32
wherever you got that thing, but uh be a little teaser for
02:34
but uh be a little teaser for later but very cool uh
02:37
later but very cool uh technology investment uh. The
02:38
technology investment uh. The young millennial here so uh as
02:40
young millennial here so uh as we pop this out here, I’m gonna
02:42
we pop this out here, I’m gonna do um kinda flip it around here
02:44
do um kinda flip it around here so we can probably get the best
02:46
so we can probably get the best view of the uh deck here and
02:50
view of the uh deck here and what we’re looking at here is
02:53
what we’re looking at here is um basically uh my my journey
02:57
um basically uh my my journey from beginning of my lawn care
02:59
from beginning of my lawn care business uh approximately about
03:00
business uh approximately about 2526 years ago um in the story
03:03
2526 years ago um in the story behind it so the idea here is
03:04
behind it so the idea here is that um the business that I.
03:08
that um the business that I. Started um if you haven’t heard
03:09
Started um if you haven’t heard the story, I’m gonna give you a
03:10
the story, I’m gonna give you a quick two-minute rendition but
03:12
quick two-minute rendition but the business I started in high
03:13
the business I started in high school through college um
03:15
school through college um basically had revolved around
03:15
basically had revolved around me as a single point of failure
03:17
me as a single point of failure and that business literally
03:19
and that business literally would have crumbled if I left
03:20
would have crumbled if I left for a day or two at a time or
03:21
for a day or two at a time or even a week at a time for
03:22
even a week at a time for vacation, I was constantly
03:23
vacation, I was constantly tired of this business um and
03:25
tired of this business um and that business ended up causing
03:27
that business ended up causing a lot of pain and suffering
03:29
a lot of pain and suffering inside my personal life as I
03:31
inside my personal life as I was kinda joking about with
03:32
was kinda joking about with Cody here um literally working
03:35
Cody here um literally working about 100 hours a week 7 days a
03:36
about 100 hours a week 7 days a week um. Trying to keep this
03:38
week um. Trying to keep this business going because
03:39
business going because everything that had to happen
03:41
everything that had to happen needed me to approve it or
03:42
needed me to approve it or actually do it so uh once we
03:45
actually do it so uh once we kinda hit a point where that
03:46
kinda hit a point where that business actually caused the
03:48
business actually caused the divorce. uh we went out and
03:50
divorce. uh we went out and found automation so uh right
03:51
found automation so uh right now we’re looking probably
03:53
now we’re looking probably closer to four to 5000 hours
03:54
closer to four to 5000 hours that we personally have spent
03:56
that we personally have spent inside my business and simple
03:58
inside my business and simple growth automating uh systems
04:00
growth automating uh systems and processes on service
04:02
and processes on service Autopilot. I went out and
04:03
Autopilot. I went out and invested well over $150000
04:05
invested well over $150000 finding the experts in
04:06
finding the experts in automation so was it text
04:08
automation so was it text messaging. SMS was an email
04:10
messaging. SMS was an email marketing was it upsells?
04:12
marketing was it upsells? Whatever that was, we went out
04:14
Whatever that was, we went out and literally I flew around the
04:16
and literally I flew around the whole United States over a five
04:17
whole United States over a five to 6 year span and actually
04:20
to 6 year span and actually Canada to understand um how to
04:22
Canada to understand um how to make the best decisions in an
04:25
make the best decisions in an automation and how to build
04:25
automation and how to build them out um as we hit each pin
04:28
them out um as we hit each pin point um also if you haven’t
04:29
point um also if you haven’t seen it uh author of Khan’s
04:32
seen it uh author of Khan’s corner uh in snow magazine and
04:33
corner uh in snow magazine and lawn and landscape magazine and
04:34
lawn and landscape magazine and obviously uh simple growth is a
04:37
obviously uh simple growth is a certified adviser with um
04:39
certified adviser with um service Autopilot, but that’s
04:41
service Autopilot, but that’s really not what today is about
04:42
really not what today is about today is really going in and
04:44
today is really going in and breaking down what a fully
04:45
breaking down what a fully automated business looks like
04:47
automated business looks like in services. Autopilot and I
04:49
in services. Autopilot and I just break down literally um
04:51
just break down literally um how we did it and how you can
04:53
how we did it and how you can do it um and it should
04:55
do it um and it should hopefully clear up a lot of the
04:56
hopefully clear up a lot of the questions that have been coming
04:57
questions that have been coming in, especially with a lot of
04:58
in, especially with a lot of people who um have either
05:00
people who um have either bought pro plus some of the
05:01
bought pro plus some of the specials and haven’t fully
05:02
specials and haven’t fully implemented or um you just
05:04
implemented or um you just upgraded a pro plus or maybe
05:05
upgraded a pro plus or maybe you’re a brand new service auto
05:06
you’re a brand new service auto pilot subscriber cuz there has
05:07
pilot subscriber cuz there has been a massive influx of
05:09
been a massive influx of service Autopilot users that
05:10
service Autopilot users that have actually come in so the
05:13
have actually come in so the first thing we wanna look at is
05:15
first thing we wanna look at is traditionally your sales
05:17
traditionally your sales process, and this is a flow
05:17
process, and this is a flow chart of the sales process on a
05:20
chart of the sales process on a very high level and I’m gonna
05:20
very high level and I’m gonna break down some of the tips and
05:22
break down some of the tips and tricks to have. Fully
05:24
tricks to have. Fully implemented, but uh as we
05:25
implemented, but uh as we always do at simple growth or
05:27
always do at simple growth or even in the ??? we talk show we
05:28
even in the ??? we talk show we really like to talk about
05:31
really like to talk about workflow and standardization.
05:32
workflow and standardization. We don’t wanna just talk about
05:33
We don’t wanna just talk about features and functions we wanna
05:35
features and functions we wanna actually connect the dots cuz a
05:36
actually connect the dots cuz a lot of times in any software,
05:38
lot of times in any software, especially service autopilot.
05:39
especially service autopilot. You may have a lot of these
05:40
You may have a lot of these dots in the system set up, but
05:41
dots in the system set up, but they’re really not connected in
05:43
they’re really not connected in an optimal workflow so that
05:44
an optimal workflow so that leads for inefficiencies or
05:47
leads for inefficiencies or confusion for your office staff
05:48
confusion for your office staff or yourself. so the thing that
05:50
or yourself. so the thing that you really wanna do is go out
05:51
you really wanna do is go out and create an. Request form and
05:54
and create an. Request form and that’s gonna be on the
05:56
that’s gonna be on the marketing tab in service
05:57
marketing tab in service Autopilot. Now we’ve got two
05:59
Autopilot. Now we’ve got two different options. We’ve got a
06:00
different options. We’ve got a vtwo option and we’ve got a
06:02
vtwo option and we’ve got a vthree option. so what I’m
06:03
vthree option. so what I’m gonna recommend for best
06:04
gonna recommend for best practice at this point uh
06:07
practice at this point uh vthree forms in my opinion are
06:09
vthree forms in my opinion are show ready now when Jonathan
06:11
show ready now when Jonathan Potion at the co-founder of
06:12
Potion at the co-founder of service Autopilot made a video
06:14
service Autopilot made a video uh several months ago, he was
06:16
uh several months ago, he was talking about how they’re
06:16
talking about how they’re continuing to evolve Vthree and
06:18
continuing to evolve Vthree and some of the things they’re
06:20
some of the things they’re building on top of each other.
06:21
building on top of each other. Some of the things may not be
06:22
Some of the things may not be show ready, but they’re there
06:23
show ready, but they’re there so they can find out
06:24
so they can find out Foundationally build upon uh
06:25
Foundationally build upon uh the next feature they are gonna
06:26
the next feature they are gonna be released when they make the
06:27
be released when they make the next. Release so um I highly
06:32
next. Release so um I highly recommend using the vthree form
06:33
recommend using the vthree form for your request and there’s
06:35
for your request and there’s several reasons why and the
06:37
several reasons why and the main reason is gonna be it’s
06:39
main reason is gonna be it’s going to do duplicate checking
06:40
going to do duplicate checking and we’re gonna have some logic
06:42
and we’re gonna have some logic built into that uh vthree form
06:44
built into that uh vthree form uh based on different decisions
06:47
uh based on different decisions and things they make in there
06:48
and things they make in there but uh at a very minimum
06:49
but uh at a very minimum whether it’s vtwo or vthree
06:51
whether it’s vtwo or vthree form you want that on your on
06:52
form you want that on your on your website and what that’s
06:54
your website and what that’s gonna do is when the consumer
06:55
gonna do is when the consumer enters their name in and
06:56
enters their name in and selects what service they’re
06:58
selects what service they’re interested in. It’s gonna
06:59
interested in. It’s gonna automatically enter them into
07:00
automatically enter them into service autopilot with no
07:02
service autopilot with no double entry. and that’s why
07:03
double entry. and that’s why I’m recommending a vthree cuz
07:03
I’m recommending a vthree cuz it’s gonna do. Duplicate
07:05
it’s gonna do. Duplicate checking Cody um, and that’s
07:06
checking Cody um, and that’s gonna make sure you have a
07:07
gonna make sure you have a clean database database.
07:08
clean database database. hygiene is a lot of things we
07:09
hygiene is a lot of things we talk about here. uh in
07:11
talk about here. uh in addition, I’m gonna recommend
07:12
addition, I’m gonna recommend you going into a bot some of
07:14
you going into a bot some of the Facebook messenger and
07:16
the Facebook messenger and connecting that automated
07:18
connecting that automated estimator Boer chatbot on your
07:20
estimator Boer chatbot on your website and your social media
07:22
website and your social media platforms and what we’ve done
07:24
platforms and what we’ve done in my business is created a
07:26
in my business is created a sync with Facebook Messenger
07:28
sync with Facebook Messenger and service Autopilot, and we
07:29
and service Autopilot, and we can now automatically enter
07:31
can now automatically enter those leads and clients through
07:33
those leads and clients through social media. Automatically in
07:35
social media. Automatically in the service, autopilot and
07:36
the service, autopilot and trigger all the things we’re
07:37
trigger all the things we’re gonna be talking about here and
07:39
gonna be talking about here and then the other thing we did is
07:40
then the other thing we did is we created a um an office entry
07:42
we created a um an office entry form, so I would call this kind
07:43
form, so I would call this kind of like your master form, Cory
07:45
of like your master form, Cory or Cody and what this allows us
07:47
or Cody and what this allows us to do is go in and um get all
07:51
to do is go in and um get all the right information in there.
07:53
the right information in there. so when somebody calls it
07:54
so when somebody calls it creates a standardized intake
07:55
creates a standardized intake um so how do they hear about us
07:57
um so how do they hear about us what services they interest? so
07:58
what services they interest? so no matter who is working in
07:59
no matter who is working in that office phone. We’re
08:00
that office phone. We’re getting the data inside the
08:02
getting the data inside the software the same way um in the
08:03
software the same way um in the same predictable. And it’s
08:06
same predictable. And it’s gonna start triggering these
08:08
gonna start triggering these automation so the first thing
08:08
automation so the first thing right off the back. Cody is
08:09
right off the back. Cody is we’re looking at uh the website
08:12
we’re looking at uh the website estimate request uh with some
08:14
estimate request uh with some logic built behind it entering
08:15
logic built behind it entering in an essay, hopefully tying
08:16
in an essay, hopefully tying the Facebook messenger and
08:17
the Facebook messenger and social to get them in essay and
08:20
social to get them in essay and a standardized phone intake
08:23
a standardized phone intake form. um obviously I don’t
08:24
form. um obviously I don’t wanna go through this whole
08:24
wanna go through this whole thing and kinda preach, but any
08:25
thing and kinda preach, but any thoughts or comments before I
08:26
thoughts or comments before I kinda really dive into the uh
08:28
kinda really dive into the uh the media is so looking at the
08:32
the media is so looking at the lead capture section the only
08:33
lead capture section the only thing that I don’t immediately
08:35
thing that I don’t immediately understand how. Doing it in
08:39
understand how. Doing it in essay is that connection
08:40
essay is that connection between messenger and essay
08:43
between messenger and essay because we we talk a lot about
08:45
because we we talk a lot about how there’s Autopilot doesn’t
08:47
how there’s Autopilot doesn’t have an API so it can be
08:49
have an API so it can be difficult to use other tools
08:52
difficult to use other tools with service autopilot. How are
08:54
with service autopilot. How are you making that connection?
08:56
you making that connection? Yeah great question. So uh
08:58
Yeah great question. So uh we’ve got a simple growth uh as
09:00
we’ve got a simple growth uh as a certified adviser has it’s
09:01
a certified adviser has it’s own development team. Um it’s a
09:03
own development team. Um it’s a pretty deep bench, so what
09:04
pretty deep bench, so what we’ve done is going. Wrote some
09:07
we’ve done is going. Wrote some custom code um tying in to the
09:11
custom code um tying in to the API of uh Facebook messenger
09:13
API of uh Facebook messenger and then being able to insert
09:15
and then being able to insert that code into service
09:16
that code into service Autopilot through a couple of
09:18
Autopilot through a couple of different methodologies. Uh
09:19
different methodologies. Uh that’s what we’re also
09:19
that’s what we’re also recommending that the three
09:21
recommending that the three form because that bthree form
09:22
form because that bthree form now is going to do duplicate
09:24
now is going to do duplicate check based on certain criteria
09:26
check based on certain criteria of basically, there’s many
09:27
of basically, there’s many combinations. but let’s just
09:28
combinations. but let’s just say real basic first name last
09:29
say real basic first name last name and email. so if that
09:31
name and email. so if that combination comes up wait
09:32
combination comes up wait already in the system, let’s
09:33
already in the system, let’s append the new information. To
09:36
append the new information. To the existing client, um whole
09:39
the existing client, um whole different conversation about
09:39
different conversation about how willing to have that
09:40
how willing to have that conversation as well, uh kinda
09:42
conversation as well, uh kinda how we built that out. but
09:43
how we built that out. but yeah, we definitely have
09:43
yeah, we definitely have created a one-way sync with
09:45
created a one-way sync with duplicate shocking from
09:47
duplicate shocking from messenger um and messenger on
09:49
messenger um and messenger on your website into that into
09:50
your website into that into that account form and then into
09:51
that account form and then into the into the system. So yeah,
09:53
the into the system. So yeah, it’s been pretty good. I mean
09:54
it’s been pretty good. I mean we probably got well over a
09:55
we probably got well over a hundreds users are already
09:56
hundreds users are already using that process and it’s
09:58
using that process and it’s it’s been very popular. Um so
09:59
it’s been very popular. Um so the main thing here now is what
10:01
the main thing here now is what we’ve got is. We got somebody
10:02
we’ve got is. We got somebody coming off your website and or
10:03
coming off your website and or somebody coming from your
10:04
somebody coming from your office. Um or even from
10:06
office. Um or even from messenger, but the first thing
10:07
messenger, but the first thing we’re gonna do is we’re gonna
10:08
we’re gonna do is we’re gonna automatically fire off a thing
10:09
automatically fire off a thing called a lead letter and the
10:11
called a lead letter and the letter is the five or six main
10:12
letter is the five or six main reasons why your business is
10:14
reasons why your business is different and why people wanna
10:15
different and why people wanna work with you so immediately
10:16
work with you so immediately we’re going in depth
10:18
we’re going in depth differentiating ourselves from
10:18
differentiating ourselves from our competitors now what we can
10:21
our competitors now what we can do or if you’re doing it
10:22
do or if you’re doing it yourself is we can also tie
10:23
yourself is we can also tie into another product that is
10:25
into another product that is integrated with service
10:26
integrated with service Autopilot called Send Jim and
10:27
Autopilot called Send Jim and what send Jim can do is trigger
10:30
what send Jim can do is trigger off an automated a hard copy
10:32
off an automated a hard copy mailing in the mail. Lead
10:35
mailing in the mail. Lead letter and the envelope can
10:36
letter and the envelope can look like it’s hand addressed
10:38
look like it’s hand addressed so now we’re not only just
10:39
so now we’re not only just setting the lead letter
10:40
setting the lead letter automatically and email, but
10:41
automatically and email, but we’re sending something hard
10:42
we’re sending something hard copy in the mail so this would
10:43
copy in the mail so this would really be something of
10:45
really be something of importance of doing like a
10:46
importance of doing like a design build per se because
10:48
design build per se because it’s a higher, you know 5060
10:50
it’s a higher, you know 5060 $100000 job and you probably
10:51
$100000 job and you probably have to schedule one or two
10:53
have to schedule one or two onsite estimates and proposals
10:54
onsite estimates and proposals before you actually get them
10:56
before you actually get them the estimate so now they can
10:58
the estimate so now they can physically grab something and
10:59
physically grab something and hold it and there’s an
11:01
hold it and there’s an emotional connection when they
11:01
emotional connection when they get that lead letter uh in the
11:03
get that lead letter uh in the physical. Reinforces why you’re
11:05
physical. Reinforces why you’re different than your competitors
11:08
different than your competitors so before the estimate here, uh
11:09
so before the estimate here, uh we wanna go out and do a thing
11:11
we wanna go out and do a thing called Short-term nurtured What
11:12
called Short-term nurtured What this is all based on is life
11:14
this is all based on is life cycle Marketing so life cycle
11:16
cycle Marketing so life cycle marketing was a eight or 9
11:17
marketing was a eight or 9 years ago when I started
11:18
years ago when I started automate my business and now uh
11:21
automate my business and now uh even eight or 9 years later,
11:21
even eight or 9 years later, it’s still very applicable um
11:24
it’s still very applicable um but the idea here is we want to
11:25
but the idea here is we want to take the logic from that vthree
11:27
take the logic from that vthree uh uh website form and say if
11:30
uh uh website form and say if somebody’s interested in weekly
11:32
somebody’s interested in weekly lawn, mowing or weekly. We’re
11:35
lawn, mowing or weekly. We’re gonna educate them to the
11:37
gonna educate them to the specific service they’re
11:37
specific service they’re interested in themselves so uh
11:39
interested in themselves so uh let’s just use the example of
11:41
let’s just use the example of lawn mowing So if Missus Smith
11:42
lawn mowing So if Missus Smith hit the website, she’s
11:43
hit the website, she’s automatically get that lead
11:44
automatically get that lead letter via email and before the
11:46
letter via email and before the estimate or in conjunction with
11:47
estimate or in conjunction with the estimate if you’re closing
11:48
the estimate if you’re closing those gateway services we talk
11:49
those gateway services we talk about over the phone. she’s
11:51
about over the phone. she’s gonna get between one to three
11:53
gonna get between one to three emails of short-term education
11:53
emails of short-term education and it’s literally no sales
11:56
and it’s literally no sales pitch. We are gonna teach you
11:57
pitch. We are gonna teach you how to do that lawn mowing as a
11:59
how to do that lawn mowing as a professional uh herself how to
12:01
professional uh herself how to sharpen the blades maybe proper
12:03
sharpen the blades maybe proper mowing height proper irrigation
12:04
mowing height proper irrigation to go with that service. And
12:08
to go with that service. And what that’s done is created you
12:10
what that’s done is created you as the expert recruiting that
12:11
as the expert recruiting that higher perceived value, so you
12:12
higher perceived value, so you can charge a higher price. In
12:14
can charge a higher price. In addition, what I really
12:15
addition, what I really recommend is if you’re building
12:16
recommend is if you’re building this yourself go in to those
12:19
this yourself go in to those short-term education education
12:21
short-term education education documents and overcome any
12:23
documents and overcome any sales or price objections
12:25
sales or price objections upfront. So we’re gonna shorten
12:26
upfront. So we’re gonna shorten the sales cycle traditionally
12:27
the sales cycle traditionally in my market upstate New York
12:29
in my market upstate New York for my lawn care company was do
12:31
for my lawn care company was do I need to be home to have the
12:32
I need to be home to have the service done and are you gonna
12:34
service done and are you gonna close that fence behind you cuz
12:35
close that fence behind you cuz a lot of people obviously are
12:36
a lot of people obviously are nervous if they get home. The
12:39
nervous if they get home. The technician didn’t close the
12:39
technician didn’t close the fence gate, either the dog or
12:41
fence gate, either the dog or the kids are gonna be running
12:42
the kids are gonna be running out of that fence, possibly
12:43
out of that fence, possibly running into traffic. so we’re
12:45
running into traffic. so we’re gonna address the concerns
12:47
gonna address the concerns before they’re even brought up.
12:47
before they’re even brought up. So we shorten that site that uh
12:49
So we shorten that site that uh sales cycle and we create a
12:51
sales cycle and we create a higher perceived value as you
12:53
higher perceived value as you as the expert to charge the
12:54
as the expert to charge the most in your market um and this
12:55
most in your market um and this is right up to the point of
12:57
is right up to the point of where we submit that estimate
12:59
where we submit that estimate Cody um any thoughts or
13:00
Cody um any thoughts or questions around that process
13:01
questions around that process up to this point. No, that is
13:03
up to this point. No, that is that’s awesome. Uh what you’re
13:05
that’s awesome. Uh what you’re saying about like life cycle
13:07
saying about like life cycle marketing. Relevant eight or 9
13:09
marketing. Relevant eight or 9 years ago and still today those
13:11
years ago and still today those principles don’t change the
13:12
principles don’t change the tools that we use to exercise
13:15
tools that we use to exercise them will definitely continue
13:17
them will definitely continue to change over time, but I mean
13:19
to change over time, but I mean eight 9 years ago, sending you
13:21
eight 9 years ago, sending you know, email nurture was still
13:23
know, email nurture was still something that yeah, those
13:24
something that yeah, those tools were still relevant, then
13:26
tools were still relevant, then as well. so it’ll this
13:28
as well. so it’ll this knowledge will stay with you
13:30
knowledge will stay with you regardless of what tools you
13:31
regardless of what tools you need to use in the future.
13:32
need to use in the future. Yeah, it’s very similar to so
13:34
Yeah, it’s very similar to so we’ve got market share and I
13:35
we’ve got market share and I believe it’s gonna be the
13:35
believe it’s gonna be the keynote speaker at as a thrive
13:37
keynote speaker at as a thrive this year uh the virtual summit
13:39
this year uh the virtual summit well, Marcus Sheridan owned a
13:41
well, Marcus Sheridan owned a company called River Pools and
13:42
company called River Pools and Spas by know. By comparing
13:44
Spas by know. By comparing myself to Marcus Marcus was
13:47
myself to Marcus Marcus was doing um outside of some of the
13:47
doing um outside of some of the SEO and videos was doing life
13:50
SEO and videos was doing life cycle marketing. It’s something
13:51
cycle marketing. It’s something that he learned out of another
13:52
that he learned out of another uh CRM platform called HubSpot.
13:55
uh CRM platform called HubSpot. Uh we were doing this
13:56
Uh we were doing this originally in Infusionsoft
13:58
originally in Infusionsoft before service Autopilot head
13:59
before service Autopilot head automations and some of the
14:00
automations and some of the things I’m gonna touch on
14:01
things I’m gonna touch on later. This is why um if you’re
14:03
later. This is why um if you’re gonna automate using service
14:04
gonna automate using service Autopilot, it’s really
14:05
Autopilot, it’s really important to keep your
14:07
important to keep your automations inside Natively pro
14:08
automations inside Natively pro plus in the major benefits of
14:10
plus in the major benefits of that, but uh Marcus Sheridan of
14:11
that, but uh Marcus Sheridan of the sales line was uh out there
14:13
the sales line was uh out there doing this literally eight or 9
14:15
doing this literally eight or 9 years ago, I was doing and he
14:16
years ago, I was doing and he was doing pools and I was doing
14:17
was doing pools and I was doing this in lawn. Um so I will tell
14:19
this in lawn. Um so I will tell you no matter the industry if
14:20
you no matter the industry if it’s a service business, this
14:22
it’s a service business, this works um and it’s about
14:25
works um and it’s about education and very similar to
14:26
education and very similar to Marcus Book. they ask you
14:27
Marcus Book. they ask you answer. um you’re answering
14:29
answer. um you’re answering those questions or concerns
14:30
those questions or concerns before they arise and shorten
14:31
before they arise and shorten that cycle become the expert so
14:34
that cycle become the expert so very uh very interesting uh
14:36
very uh very interesting uh perspective when I saw Marcus
14:38
perspective when I saw Marcus speak first time at uh when
14:38
speak first time at uh when yous a conferences um so the
14:40
yous a conferences um so the next thing is we’re looking at
14:42
next thing is we’re looking at Cody is we’re gonna submit that
14:43
Cody is we’re gonna submit that estimate. I know we always talk
14:44
estimate. I know we always talk about it here. you know it
14:45
about it here. you know it usually takes five or more
14:46
usually takes five or more follow-ups to land 80% of. So
14:50
follow-ups to land 80% of. So 80% of sales are made on five
14:51
80% of sales are made on five or more follow-ups on an
14:52
or more follow-ups on an estimate, so we really need to
14:54
estimate, so we really need to do is create a sales pipeline
14:56
do is create a sales pipeline so you can see where people are
14:57
so you can see where people are at and we’ve chosen to a lot of
14:59
at and we’ve chosen to a lot of research 20 days. so we called
15:02
research 20 days. so we called just this process right here 20
15:03
just this process right here 20 days to close, but what it does
15:05
days to close, but what it does as soon as that estimate is
15:07
as soon as that estimate is submitted, it goes out and
15:09
submitted, it goes out and follows up on each and every
15:11
follows up on each and every aspect of the automated email
15:13
aspect of the automated email automated text and phone calls.
15:14
automated text and phone calls. You have believe it or not
15:15
You have believe it or not phone calls. uh we’re gonna
15:16
phone calls. uh we’re gonna recommend you do that um and
15:17
recommend you do that um and they will come. A form of a to
15:19
they will come. A form of a to do and in vthree once some
15:21
do and in vthree once some updates kicking it it’d be a
15:22
updates kicking it it’d be a form of a ticket, but what you
15:24
form of a ticket, but what you wanna do in that to do is what
15:26
wanna do in that to do is what we recommend and what we’ve
15:26
we recommend and what we’ve done is we literally have a
15:28
done is we literally have a script for the person in your
15:30
script for the person in your office calling saying Hey, call
15:31
office calling saying Hey, call Missus Smith. It’s been 3 days
15:32
Missus Smith. It’s been 3 days since we dropped off that lawn
15:34
since we dropped off that lawn mowing estimate. Here’s what to
15:35
mowing estimate. Here’s what to say she says the price is too
15:36
say she says the price is too high. Here’s some call script
15:38
high. Here’s some call script to overcome that sales or price
15:39
to overcome that sales or price objection, then the most
15:41
objection, then the most important part really, in my
15:42
important part really, in my opinion. Cody is at the bottom
15:43
opinion. Cody is at the bottom is if she becomes a client. do
15:44
is if she becomes a client. do this in service Autopilot If
15:45
this in service Autopilot If she doesn’t become a client, do
15:47
she doesn’t become a client, do this and She’s like you know
15:49
this and She’s like you know what I’m not sure if you’re
15:50
what I’m not sure if you’re gonna hire you or not I’m
15:51
gonna hire you or not I’m shopping and it’s the spring
15:52
shopping and it’s the spring and I’m gonna get a couple of
15:53
and I’m gonna get a couple of quotes cool. do this and
15:56
quotes cool. do this and service auto pilot. So what
15:57
service auto pilot. So what we’ve done is created a
15:57
we’ve done is created a predictable workflow for either
16:00
predictable workflow for either your internal team or a virtual
16:02
your internal team or a virtual assistant uh such as pink
16:03
assistant uh such as pink collar or calls or some of the
16:05
collar or calls or some of the other certified advisers are
16:06
other certified advisers are working with inside service
16:07
working with inside service Autopilot. So you’ve you’ve
16:09
Autopilot. So you’ve you’ve created a um a process that I
16:12
created a um a process that I wanna say what’s up to Hoyt uh
16:13
wanna say what’s up to Hoyt uh obviously he’ll be uh be a long
16:16
obviously he’ll be uh be a long time watcher there, he says.
16:17
time watcher there, he says. Ringless voicemail bombs so
16:19
Ringless voicemail bombs so absolutely hobby So that was
16:20
absolutely hobby So that was you stole my thunder so if.
16:22
you stole my thunder so if. Don’t wanna make those phone
16:23
Don’t wanna make those phone calls We also tie into that
16:26
calls We also tie into that product called send Jim what a
16:27
product called send Jim what a ringless voicemail bomb does Is
16:30
ringless voicemail bomb does Is it literally hits the cell
16:31
it literally hits the cell phone and record it doesn’t
16:34
phone and record it doesn’t ring, but it looks like a
16:35
ring, but it looks like a missed call here and it’s a
16:38
missed call here and it’s a prerecorded message so you
16:39
prerecorded message so you would have probably a different
16:40
would have probably a different message at day one and day
16:42
message at day one and day three, but in my in to be like,
16:43
three, but in my in to be like, hey, it’s Mike from Callahan’s
16:45
hey, it’s Mike from Callahan’s lawn care. so sorry I missed
16:46
lawn care. so sorry I missed you wanna leave this voicemail.
16:47
you wanna leave this voicemail. It’s been 1 day since we
16:49
It’s been 1 day since we dropped off your estimate. if
16:50
dropped off your estimate. if you have any questions, call
16:51
you have any questions, call our office back at this number
16:53
our office back at this number or better yet. Except the
16:55
or better yet. Except the online estimate what we’ve
16:58
online estimate what we’ve created a personalized but
17:00
created a personalized but automated phone call follow up
17:02
automated phone call follow up based on the timing of the
17:05
based on the timing of the estimate and the service or the
17:07
estimate and the service or the status of that estimate. So
17:08
status of that estimate. So it’s fully automated and the
17:10
it’s fully automated and the secret to success here and I
17:11
secret to success here and I will tell you time and time
17:12
will tell you time and time again. a lot of people wanna
17:13
again. a lot of people wanna mess with the methodology and
17:14
mess with the methodology and every time people want to
17:16
every time people want to tinker with it Um the issue is
17:18
tinker with it Um the issue is it doesn’t work in less you
17:22
it doesn’t work in less you actually do that. so it looks
17:24
actually do that. so it looks like we may have lost Cody here
17:26
like we may have lost Cody here uh hopefully he’ll be back here
17:27
uh hopefully he’ll be back here in a minute uh but let. Swing
17:30
in a minute uh but let. Swing over here to see if I can’t
17:32
over here to see if I can’t grab him and get him back in.
17:40
Um and we’ll see if Cody joins
17:40
Um and we’ll see if Cody joins us again, but uh go back into
17:43
us again, but uh go back into that. so the secret to the
17:44
that. so the secret to the success is if you’re building
17:45
success is if you’re building this yourself you want to go in
17:46
this yourself you want to go in and alternate it via automated
17:50
and alternate it via automated email text and phone calls and
17:51
email text and phone calls and if not a phone call or ringless
17:52
if not a phone call or ringless voicemail, I’m tied into uh the
17:55
voicemail, I’m tied into uh the integration with send Jim. It’s
17:56
integration with send Jim. It’s those different mediums that
17:57
those different mediums that are going to be successful when
17:59
are going to be successful when people say they don’t wanna
18:00
people say they don’t wanna make phone calls and they don’t
18:00
make phone calls and they don’t want text messages It really um
18:04
want text messages It really um depletes the effectiveness of
18:05
depletes the effectiveness of this 20 days to close process
18:07
this 20 days to close process if you’re building it yourself,
18:08
if you’re building it yourself, I highly recommend it. That’s
18:09
I highly recommend it. That’s where you go with it now the
18:11
where you go with it now the next thing that we. At here is
18:14
next thing that we. At here is uh an estimate process here and
18:17
uh an estimate process here and it looks like Cody is back in
18:20
it looks like Cody is back in action. Alright so perfect we
18:20
action. Alright so perfect we got we got the kid back nudge
18:23
got we got the kid back nudge the cable and that happens so
18:25
the cable and that happens so Cody what you miss here is
18:27
Cody what you miss here is we’re talking about the process
18:28
we’re talking about the process and the ability of uh 20 days
18:31
and the ability of uh 20 days to close and the secret is
18:34
to close and the secret is different communication
18:34
different communication channels of via text, email and
18:36
channels of via text, email and phone call or ringless
18:37
phone call or ringless voicemail. so now that we
18:39
voicemail. so now that we hopefully have one that
18:41
hopefully have one that estimate. Right here we wanna
18:45
estimate. Right here we wanna automatically trigger a
18:46
automatically trigger a welcoming wow sequence and that
18:48
welcoming wow sequence and that welcome and wow, she’s just
18:49
welcome and wow, she’s just like Jonathan Potosi um of the
18:51
like Jonathan Potosi um of the lawn care Millionaire talks
18:52
lawn care Millionaire talks about a lot of it. It’s
18:53
about a lot of it. It’s something that I adopted early
18:54
something that I adopted early in the early years as well is
18:57
in the early years as well is requiring a credit card on file
18:58
requiring a credit card on file to have service so the
19:00
to have service so the welcoming and well uh sequences
19:02
welcoming and well uh sequences and automated email that
19:03
and automated email that automatically triggers no in
19:04
automatically triggers no in your office has to do anything
19:05
your office has to do anything but it welcomes acclimate the
19:06
but it welcomes acclimate the new customer to your uh service
19:10
new customer to your uh service business and then it also uses
19:11
business and then it also uses a. PCI compliant credit card
19:16
a. PCI compliant credit card form We capture that credit
19:17
form We capture that credit card form so those credit cards
19:19
card form so those credit cards are secured, they’re tokens and
19:20
are secured, they’re tokens and takes care of that. So um those
19:23
takes care of that. So um those are the things I would
19:24
are the things I would recommend in the initial
19:25
recommend in the initial welcome and wow uh and next
19:27
welcome and wow uh and next thing we do is we drive in and
19:28
thing we do is we drive in and build logic in the automation.
19:29
build logic in the automation. So if you’re building this in
19:31
So if you’re building this in your service business, you
19:32
your service business, you wanna have some logic in that
19:33
wanna have some logic in that automation cuz if the first
19:36
automation cuz if the first person or the first time they
19:37
person or the first time they sign up is a reoccurring a
19:38
sign up is a reoccurring a weekly or biweekly mowing or
19:40
weekly or biweekly mowing or cleaning we wanna follow over
19:42
cleaning we wanna follow over 3060 90 days to 90 days is the
19:44
3060 90 days to 90 days is the biggest area where people
19:45
biggest area where people cancel and what we’ve done is
19:46
cancel and what we’ve done is made a very personal looking
19:47
made a very personal looking email. so this is. Kind of
19:49
email. so this is. Kind of expert tip I’d like to share is
19:51
expert tip I’d like to share is automated emails are great, but
19:52
automated emails are great, but they probably shouldn’t look
19:54
they probably shouldn’t look automated so we wanna plain
19:56
automated so we wanna plain text email. they’re gonna
19:56
text email. they’re gonna deliver better and make it
19:59
deliver better and make it personal. so the way we built
20:00
personal. so the way we built this out um in our process is
20:01
this out um in our process is it looks like it’s a personal
20:02
it looks like it’s a personal email coming from somebody in
20:04
email coming from somebody in your office just checking in
20:05
your office just checking in and touching base and what
20:06
and touching base and what you’re gonna find is the
20:07
you’re gonna find is the consumer if they’re unhappy is
20:09
consumer if they’re unhappy is probably gonna right back and
20:09
probably gonna right back and be like. Hey guys and girls are
20:11
be like. Hey guys and girls are doing a great job uh mowing the
20:12
doing a great job uh mowing the lawn but occasionally not
20:14
lawn but occasionally not blowing off the back patio or
20:15
blowing off the back patio or cleaning. Hey, they’re doing a
20:16
cleaning. Hey, they’re doing a great job cleaning the house,
20:17
great job cleaning the house, but they’re not. On the tiles
20:19
but they’re not. On the tiles in the master bath, so we’re
20:20
in the master bath, so we’re capturing those little issues
20:22
capturing those little issues before they escalate to
20:23
before they escalate to cancellation issues, but it
20:24
cancellation issues, but it would be kind of weird. Cody
20:25
would be kind of weird. Cody like if you just signed up for
20:27
like if you just signed up for a one-time aeration overseeding
20:28
a one-time aeration overseeding for the first time in my
20:30
for the first time in my business in the fall, it’s
20:31
business in the fall, it’s gonna be goofy if I follow up
20:32
gonna be goofy if I follow up three times. so what I
20:33
three times. so what I recommend here is you build
20:34
recommend here is you build logic in that automation to
20:35
logic in that automation to follow up only once if it’s a
20:38
follow up only once if it’s a one-time service or if it’s a
20:39
one-time service or if it’s a reoccurring service, you follow
20:40
reoccurring service, you follow up the 3060 and ninety, and
20:42
up the 3060 and ninety, and this is gonna be part of the
20:43
this is gonna be part of the benefits of automating having
20:45
benefits of automating having your automations inside service
20:47
your automations inside service auto. Through pro plus because
20:49
auto. Through pro plus because it’s going to be able to go in
20:51
it’s going to be able to go in natively and jump in into
20:53
natively and jump in into different statuses and features
20:54
different statuses and features of the actual service and
20:56
of the actual service and scheduling and billing where if
20:58
scheduling and billing where if you use an outside platform, it
21:01
you use an outside platform, it would never do that. And that’s
21:02
would never do that. And that’s one of the things you talked
21:03
one of the things you talked about Cody’s Okay. How did you
21:04
about Cody’s Okay. How did you do that without an API? An API
21:06
do that without an API? An API allows two softwares to talk to
21:08
allows two softwares to talk to each other very similar in the
21:09
each other very similar in the QuickBooks saying um there
21:10
QuickBooks saying um there isn’t that in there, but you
21:12
isn’t that in there, but you really don’t need an API with
21:13
really don’t need an API with service Autopilot because the
21:15
service Autopilot because the automations tie in to all the
21:17
automations tie in to all the native features that are
21:17
native features that are already there. So it’s it’s um
21:19
already there. So it’s it’s um if you haven’t experience, it’s
21:21
if you haven’t experience, it’s something I think you really
21:21
something I think you really should because that’s what
21:23
should because that’s what allowed us to. Other automation
21:25
allowed us to. Other automation platform and move it all in
21:27
platform and move it all in essay once they started having
21:29
essay once they started having automations and we had huge
21:29
automations and we had huge success even more than we did
21:31
success even more than we did in the earlier days because
21:32
in the earlier days because there wasn’t multiple system
21:33
there wasn’t multiple system chaos. Yeah, my real quick one
21:36
chaos. Yeah, my real quick one of the themes that I’m seeing
21:39
of the themes that I’m seeing here is that we’re we’re
21:41
here is that we’re we’re maintaining a very close
21:43
maintaining a very close relationship with these
21:44
relationship with these clients, but we’re able to
21:45
clients, but we’re able to automate all of our side of
21:48
automate all of our side of that relationship while giving
21:50
that relationship while giving them every opportunity to raise
21:52
them every opportunity to raise their hand and tell us Hey, I
21:53
their hand and tell us Hey, I have a problem. Hey something’s
21:55
have a problem. Hey something’s going on here. That’s not like
21:57
going on here. That’s not like up to my expectations that. You
22:01
up to my expectations that. You really close and feeling really
22:05
really close and feeling really uh like small mom and pop while
22:06
uh like small mom and pop while having the customer service of
22:09
having the customer service of a much larger company exactly
22:12
a much larger company exactly um and it’s just a couple of
22:13
um and it’s just a couple of things that I touch on that
22:14
things that I touch on that before I get into the happy
22:15
before I get into the happy holidays and some of that
22:16
holidays and some of that long-term nurture is um in this
22:19
long-term nurture is um in this kind of welcoming and wild
22:21
kind of welcoming and wild process or kind of uh extended
22:23
process or kind of uh extended nurture is uh we built several
22:26
nurture is uh we built several automations that do just that
22:27
automations that do just that Cody. So I’ve got the pleasure
22:29
Cody. So I’ve got the pleasure of having one of the service
22:30
of having one of the service Autopilot users actually do the
22:31
Autopilot users actually do the home cleaning at my house um
22:33
home cleaning at my house um and Tina and her. Utilize a
22:35
and Tina and her. Utilize a automation that we call be
22:39
automation that we call be there been there real tongue
22:40
there been there real tongue twister, but the automation
22:42
twister, but the automation basically says hey, we’re going
22:43
basically says hey, we’re going to be at your house. It’s
22:44
to be at your house. It’s either cut the grass or mow the
22:46
either cut the grass or mow the lawn or do the pest control and
22:47
lawn or do the pest control and it depending on the dispatcher
22:49
it depending on the dispatcher have traditionally we recommend
22:51
have traditionally we recommend 24 to 48 hours as a heads up.
22:52
24 to 48 hours as a heads up. So I know I gotta leave the key
22:54
So I know I gotta leave the key or to do something for the
22:55
or to do something for the cleaner so she can get in the
22:57
cleaner so she can get in the house to clean the house. cool
22:58
house to clean the house. cool thing is I mean and I’m working
22:59
thing is I mean and I’m working from the house today, so it’s a
23:00
from the house today, so it’s a little bit different but
23:01
little bit different but normally in the main office for
23:02
normally in the main office for civil growth. I get a text
23:04
civil growth. I get a text message that they just left the
23:06
message that they just left the house within about 5 minutes.
23:07
house within about 5 minutes. So now I know, okay, the house
23:09
So now I know, okay, the house has been secured. It’s locked
23:11
has been secured. It’s locked and I know the cleaning is done
23:13
and I know the cleaning is done so um yes and a larger company
23:17
so um yes and a larger company um would would probably do that
23:19
um would would probably do that you don’t see that from smaller
23:20
you don’t see that from smaller companies, but the power of
23:21
companies, but the power of automation now it gives you the
23:23
automation now it gives you the ability to have those extra
23:25
ability to have those extra touches you would never have as
23:27
touches you would never have as a smaller organization.
23:28
a smaller organization. absolutely um pretty much at no
23:30
absolutely um pretty much at no extra cost. It’s once it’s set
23:31
extra cost. It’s once it’s set up. It’s kinda set it and
23:32
up. It’s kinda set it and forget it um the other big one
23:34
forget it um the other big one that I really like is uh we
23:35
that I really like is uh we call it NPS to social reviews
23:37
call it NPS to social reviews so uh this is something you
23:38
so uh this is something you definitely build. But when you
23:41
definitely build. But when you do it, NPS to social review, um
23:43
do it, NPS to social review, um you’re probably gonna have two
23:43
you’re probably gonna have two different ways to trigger at
23:45
different ways to trigger at least that’s the way we tackle
23:46
least that’s the way we tackle this so you can have it
23:47
this so you can have it automated you know once a
23:49
automated you know once a quarter once a month or you can
23:50
quarter once a month or you can manually just dispatch, but
23:51
manually just dispatch, but what it does is it literally
23:52
what it does is it literally goes in um it doesn’t NPS
23:55
goes in um it doesn’t NPS score. So it’s a one to ten
23:56
score. So it’s a one to ten ranking and you’re like. Hey
23:57
ranking and you’re like. Hey how how happy are you? How
23:59
how how happy are you? How likely are you to refer us to
24:00
likely are you to refer us to your friends and family and
24:02
your friends and family and that uh uh a promoter is gonna
24:04
that uh uh a promoter is gonna be at nine or ten. so what it
24:05
be at nine or ten. so what it does is Oh you’re nine or ten
24:07
does is Oh you’re nine or ten what it does then is kicks you
24:08
what it does then is kicks you into another communication uh
24:11
into another communication uh with email or text depending
24:11
with email or text depending how you set it up to actually
24:13
how you set it up to actually push them out to social media.
24:14
push them out to social media. So it’s gonna go to your
24:15
So it’s gonna go to your Google. Your Facebook review if
24:17
Google. Your Facebook review if it’s an eight or below so it a
24:19
it’s an eight or below so it a neutral or detractor it kicks
24:21
neutral or detractor it kicks it back to your office. Um it
24:23
it back to your office. Um it allows them to know like hey,
24:25
allows them to know like hey, you’ve got some people that
24:25
you’ve got some people that maybe at risk you wanna go out
24:27
maybe at risk you wanna go out and actually try to get them up
24:30
and actually try to get them up to a promoter um and what we’ve
24:31
to a promoter um and what we’ve done is actually created
24:34
done is actually created processes around that
24:35
processes around that automation that actually
24:37
automation that actually reports out in their new report
24:38
reports out in their new report center and you can visually see
24:40
center and you can visually see all the people group at
24:41
all the people group at promoters, neutral and
24:42
promoters, neutral and detractors and all their
24:43
detractors and all their comments and actually see a pie
24:45
comments and actually see a pie chart. So you have a visual
24:46
chart. So you have a visual representation of where is your
24:47
representation of where is your customer’s stat um right now.
24:49
customer’s stat um right now. Based on the time of the season
24:51
Based on the time of the season and the actual response, so
24:53
and the actual response, so these are things that we would
24:53
these are things that we would never be able to do um
24:56
never be able to do um especially to we hit scale but
24:58
especially to we hit scale but now the power of automation
24:59
now the power of automation once it’s set up continues to
25:01
once it’s set up continues to do this and has that personal
25:02
do this and has that personal touch that you’re talking about
25:05
touch that you’re talking about Cody absolutely uh so the next
25:06
Cody absolutely uh so the next thing is happy holidays sounds
25:08
thing is happy holidays sounds a little corny, but I will tell
25:09
a little corny, but I will tell you uh people enjoy it. so what
25:12
you uh people enjoy it. so what I suggest doing is going out
25:13
I suggest doing is going out and educate them around that
25:14
and educate them around that holiday and just wish him a
25:15
holiday and just wish him a happy holiday. It’s just a nice
25:17
happy holiday. It’s just a nice touch Uh newsletter. Lot of
25:19
touch Uh newsletter. Lot of people back at newsletters like
25:20
people back at newsletters like oh my gosh like the old school,
25:22
oh my gosh like the old school, we don’t do it. I take I like
25:24
we don’t do it. I take I like to take a look as a newsletters
25:26
to take a look as a newsletters more of a long-term nurture
25:28
more of a long-term nurture It’s education with a very soft
25:31
It’s education with a very soft upsell based on the time of
25:32
upsell based on the time of season, so as we’re going into
25:33
season, so as we’re going into the winter months, we may be
25:35
the winter months, we may be talking about ornamental
25:36
talking about ornamental pruning in the lawn care
25:37
pruning in the lawn care industry so the proper types of
25:39
industry so the proper types of cutting the timing and how to
25:40
cutting the timing and how to do it and and educate the
25:42
do it and and educate the consumer to do. It’s just a
25:44
consumer to do. It’s just a free gift but at the bottom if
25:45
free gift but at the bottom if you do that service by the way,
25:47
you do that service by the way, if you need some help, click
25:48
if you need some help, click here to request nets and ask
25:49
here to request nets and ask for some help very similar in
25:51
for some help very similar in home. Maybe we’re going to the
25:53
home. Maybe we’re going to the holiday season. We’re talking
25:53
holiday season. We’re talking about fridge clean out stove
25:55
about fridge clean out stove clean outs. What’s the proper
25:56
clean outs. What’s the proper technique? what products do we
25:57
technique? what products do we use on the inside the outside
25:58
use on the inside the outside of the stove? Um we’re probably
26:00
of the stove? Um we’re probably not using chemicals on the
26:01
not using chemicals on the inside of the um the fridge I
26:03
inside of the um the fridge I mean, so we’re talking about
26:04
mean, so we’re talking about what best practices and then
26:06
what best practices and then you can say hey by the way if
26:07
you can say hey by the way if you need some help with those
26:08
you need some help with those services, we’re here, But the
26:09
services, we’re here, But the idea is a newsletter is just
26:11
idea is a newsletter is just providing consistent education
26:13
providing consistent education month in a month out of what
26:14
month in a month out of what should be going on in the month
26:15
should be going on in the month their home or outside the
26:17
their home or outside the outside of the home in the yard
26:19
outside of the home in the yard uh depending on your industries
26:20
uh depending on your industries we what they should be doing in
26:21
we what they should be doing in the month in advance with a
26:23
the month in advance with a soft upsell. Nice. Now, the
26:25
soft upsell. Nice. Now, the next thing here is this was
26:26
next thing here is this was kind of a new thing that we we
26:27
kind of a new thing that we we figured out um in automations
26:29
figured out um in automations in the last twelve to 24 months
26:32
in the last twelve to 24 months uh but we figured out kinda
26:33
uh but we figured out kinda like you, said Cody. We wanna
26:34
like you, said Cody. We wanna have a personal conversation,
26:36
have a personal conversation, these people where they’re at
26:37
these people where they’re at but have an automated. so the
26:40
but have an automated. so the conversation that we’re having
26:41
conversation that we’re having with someone who is a client
26:42
with someone who is a client like a leader, a cancelled
26:43
like a leader, a cancelled client versus a customer is
26:45
client versus a customer is potentially a completely
26:47
potentially a completely different conversation. So what
26:48
different conversation. So what we’ve done is segmented our
26:50
we’ve done is segmented our pipeline of communication for
26:52
pipeline of communication for leads and clients separately,
26:53
leads and clients separately, and that allows us to send out
26:54
and that allows us to send out special communication promotion
26:56
special communication promotion or tips. Where they’re at in
26:58
or tips. Where they’re at in the customer life cycle. Yeah,
27:00
the customer life cycle. Yeah, very meaningful now, obviously
27:02
very meaningful now, obviously if we haven’t won the asset
27:03
if we haven’t won the asset that we’ve lost the essence so
27:05
that we’ve lost the essence so our first take of this, which I
27:06
our first take of this, which I think is still very applicable
27:13
More towards an upsell model
27:13
More towards an upsell model now, but originally what we
27:14
now, but originally what we call these guys here is service
27:16
call these guys here is service automation so very um 100% life
27:19
automation so very um 100% life cycle marketing if you had a
27:21
cycle marketing if you had a lawn mowing customer, they’re
27:22
lawn mowing customer, they’re either a lost estimate for lawn
27:23
either a lost estimate for lawn mowing they were cancelled lawn
27:26
mowing they were cancelled lawn mowing or a client uh of lawn
27:27
mowing or a client uh of lawn mowing or someone who needed a
27:29
mowing or someone who needed a renewal or reminder if you run
27:30
renewal or reminder if you run year round for that service
27:31
year round for that service without a contract, you know
27:33
without a contract, you know we’re able to go in and talk
27:35
we’re able to go in and talk specifically to the service,
27:36
specifically to the service, whether a lost cancelled or
27:37
whether a lost cancelled or needed renewal or reminded that
27:39
needed renewal or reminded that we’re coming. After the slower
27:41
we’re coming. After the slower uh winter months that died down
27:42
uh winter months that died down a little bit, very applicable
27:45
a little bit, very applicable uh but what we came up with is
27:47
uh but what we came up with is uh the upsell model and the
27:50
uh the upsell model and the upsell model literally kinda
27:51
upsell model literally kinda came out of Callahan’s lawn
27:52
came out of Callahan’s lawn care when I uh was acquired and
27:55
care when I uh was acquired and Callahan’s was bought out we
27:56
Callahan’s was bought out we needed to have. I believe it
27:57
needed to have. I believe it was about an 80% uh resign on
28:01
was about an 80% uh resign on rate basically contractually to
28:03
rate basically contractually to get the final payout for uh the
28:05
get the final payout for uh the business being acquired. So
28:06
business being acquired. So what we did. It’s simple growth
28:08
what we did. It’s simple growth is we kinda opened up the gates
28:09
is we kinda opened up the gates a little bit and say, okay if
28:10
a little bit and say, okay if they’re in my database and I’m
28:12
they’re in my database and I’m trying to renew my. Contracts
28:14
trying to renew my. Contracts if they don’t have lawn mowing
28:16
if they don’t have lawn mowing service, they don’t have an
28:17
service, they don’t have an open estimate for lawn mowing
28:19
open estimate for lawn mowing or on a waiting list. The
28:21
or on a waiting list. The upsell would go out and sweep
28:22
upsell would go out and sweep through your whole entire
28:23
through your whole entire database, not just your clients
28:25
database, not just your clients and upsell that service so
28:28
and upsell that service so predominant it is about five or
28:29
predominant it is about five or six times a year. you probably
28:31
six times a year. you probably wanna do this. you wanna do
28:32
wanna do this. you wanna do about a month or so in advance
28:33
about a month or so in advance so that season, so the big one
28:35
so that season, so the big one that’s kind of right now in the
28:36
that’s kind of right now in the middle of this aeration and
28:37
middle of this aeration and overseeing for holiday lights
28:40
overseeing for holiday lights or potentially snow removal if
28:41
or potentially snow removal if you’re in the northeast, but
28:42
you’re in the northeast, but what we’re finding. We did this
28:44
what we’re finding. We did this with service Autopilot clients
28:45
with service Autopilot clients and you can see on the Facebook
28:47
and you can see on the Facebook page um and the users group if
28:48
page um and the users group if you’re a service member is um
28:51
you’re a service member is um the people are getting seventy
28:52
the people are getting seventy or eighty customer request in
28:54
or eighty customer request in two to 3 hours. um a lot of
28:56
two to 3 hours. um a lot of times people will actually call
28:57
times people will actually call us if we help them with this
28:58
us if we help them with this and say hey, stop the second or
29:00
and say hey, stop the second or third communication because I’m
29:02
third communication because I’m booked the whole entire fall
29:03
booked the whole entire fall like I can’t I’m a capacity um
29:05
like I can’t I’m a capacity um but the idea here is through a
29:08
but the idea here is through a very soft upsell based on where
29:10
very soft upsell based on where they’re at in the customer life
29:11
they’re at in the customer life cycle that. US to have a very
29:14
cycle that. US to have a very specific message, the biggest
29:16
specific message, the biggest mistake you can see and a lot
29:18
mistake you can see and a lot of people who are just getting
29:19
of people who are just getting the automations and it’s a
29:20
the automations and it’s a rookie mistake and I made it
29:21
rookie mistake and I made it myself so we really here to
29:23
myself so we really here to life cycle marketing is that um
29:25
life cycle marketing is that um you may shoot out a lawn mowing
29:28
you may shoot out a lawn mowing upsell or fertilization upsells
29:30
upsell or fertilization upsells everybody in your database,
29:32
everybody in your database, including the people who’ve
29:32
including the people who’ve already signed up so what that
29:34
already signed up so what that does is cause confusion
29:36
does is cause confusion probably gonna cause some
29:36
probably gonna cause some issues for your office um but
29:40
issues for your office um but now the blankets been pulled
29:41
now the blankets been pulled back. The covers pulled back.
29:43
back. The covers pulled back. Cody is now they know it’s
29:44
Cody is now they know it’s automated. It’s an email blast
29:45
automated. It’s an email blast where the difference in.
29:47
where the difference in. Between an automation and an
29:49
Between an automation and an email blast are significantly
29:51
email blast are significantly different if an automation is
29:52
different if an automation is built with logic and
29:54
built with logic and understanding of the customer
29:55
understanding of the customer life cycle with segmentation.
29:57
life cycle with segmentation. That’s where you’re gonna win
29:58
That’s where you’re gonna win and and some of these emails um
30:01
and and some of these emails um and I’m gonna show you one here
30:02
and I’m gonna show you one here in a minute we wanted to make
30:03
in a minute we wanted to make them look personal before I hop
30:06
them look personal before I hop into that go to any questions
30:07
into that go to any questions or thoughts of to that point.
30:11
or thoughts of to that point. Mike. This is awesome. This is
30:14
Mike. This is awesome. This is taking everything that we know
30:15
taking everything that we know is true about marketing,
30:18
is true about marketing, putting it. Autopilot getting
30:20
putting it. Autopilot getting service autopilot to work for
30:23
service autopilot to work for you to free up all of this
30:24
you to free up all of this time, I mean most of these
30:27
time, I mean most of these things your office staff
30:28
things your office staff couldn’t even do if you ask
30:30
couldn’t even do if you ask them to and give them you know
30:32
them to and give them you know as much time as they want.
30:33
as much time as they want. There’s only so much time in
30:35
There’s only so much time in the day. you can only do this
30:36
the day. you can only do this for so many customers and and I
30:38
for so many customers and and I think I’m glad you hit on that
30:40
think I’m glad you hit on that here. um it’s the point of
30:42
here. um it’s the point of automation is not to replace
30:44
automation is not to replace people in your office. It is
30:46
people in your office. It is truly to take the monotonous
30:48
truly to take the monotonous repetitive. Nobody likes doing
30:49
repetitive. Nobody likes doing or you don’t have time for and
30:52
or you don’t have time for and allow the higher you know 2030
30:55
allow the higher you know 2030 $100 an hour job to go to the
30:56
$100 an hour job to go to the actual people in your office
30:57
actual people in your office and if there is a manual tasks
30:58
and if there is a manual tasks like a phone call, it puts
31:00
like a phone call, it puts accountability and creates
31:02
accountability and creates predictability um and that I’m
31:03
predictability um and that I’m glad you touched. That’s the
31:04
glad you touched. That’s the biggest concern. but what if
31:05
biggest concern. but what if you look at everything on the
31:07
you look at everything on the screen here? Cody what I would
31:08
screen here? Cody what I would say is if you’re a company from
31:10
say is if you’re a company from about 750000 to about a million
31:12
about 750000 to about a million is what I find or above that
31:14
is what I find or above that process right there uh if
31:16
process right there uh if you’re to do it all manually in
31:17
you’re to do it all manually in the peak season and we’ll save
31:18
the peak season and we’ll save about 35 to 40 hours a week of
31:20
about 35 to 40 hours a week of manual process in your office.
31:22
manual process in your office. Yeah um so it’s it. If you’re
31:27
Yeah um so it’s it. If you’re stress level during busy
31:29
stress level during busy season, um it’s gonna improve
31:32
season, um it’s gonna improve the quality of being in the
31:32
the quality of being in the office cuz everybody’s not
31:34
office cuz everybody’s not gonna be running around like a
31:35
gonna be running around like a chicken with their head cut off
31:37
chicken with their head cut off 100% and then the other thing
31:38
100% and then the other thing too is um the made a video
31:40
too is um the made a video about it on Callahan’s corner,
31:41
about it on Callahan’s corner, where we answer a lot of
31:43
where we answer a lot of Facebook questions live, you
31:44
Facebook questions live, you know every day or every other
31:45
know every day or every other day uh but one of the questions
31:46
day uh but one of the questions that to Callahan’s corner was
31:48
that to Callahan’s corner was you know what size is the
31:51
you know what size is the appropriate size to automated
31:52
appropriate size to automated beyond pro plus um and
31:53
beyond pro plus um and obviously. Do some gray area
31:55
obviously. Do some gray area but I would say working with
31:57
but I would say working with well over I mean several
31:59
well over I mean several thousand clients now um through
32:01
thousand clients now um through service Autopilot and in simple
32:03
service Autopilot and in simple growth. uh I see I see a
32:05
growth. uh I see I see a benefit of where you’re going
32:07
benefit of where you’re going uh probably around that 250000
32:09
uh probably around that 250000 mark and beyond. Uh we used to
32:11
mark and beyond. Uh we used to think it was around a half a
32:13
think it was around a half a million um but what we’ve kinda
32:15
million um but what we’ve kinda see here is that level one two
32:16
see here is that level one two and three we’ve kinda chunked
32:19
and three we’ve kinda chunked out this part here uh for
32:22
out this part here uh for smaller business and then a
32:23
smaller business and then a little bit larger business goes
32:24
little bit larger business goes up to the end of 20 days to
32:26
up to the end of 20 days to close and then when you kinda
32:27
close and then when you kinda get into that process, then you
32:28
get into that process, then you open it up. so we kinda. Call
32:30
open it up. so we kinda. Call at level one two and three um,
32:32
at level one two and three um, and if you’re building
32:33
and if you’re building yourself, that’s why I
32:34
yourself, that’s why I mentioned the front of it, you
32:35
mentioned the front of it, you don’t wanna try to automate the
32:36
don’t wanna try to automate the whole business tackle the
32:38
whole business tackle the biggest pain points first and
32:39
biggest pain points first and then sequentially build upon
32:40
then sequentially build upon that. yeah. um so that’s what
32:42
that. yeah. um so that’s what I’m saying you don’t have to be
32:43
I’m saying you don’t have to be a $1000000 half a $1000000
32:44
a $1000000 half a $1000000 business to benefit from this
32:46
business to benefit from this uh just the ability to update
32:47
uh just the ability to update credit cards and overdue
32:48
credit cards and overdue invoices and things like that
32:50
invoices and things like that is a huge um thing that it’ll
32:53
is a huge um thing that it’ll pay for itself um and just like
32:55
pay for itself um and just like the a AR accounts receivable um
32:57
the a AR accounts receivable um in the early days of
32:58
in the early days of Callahan’s. Of control, but we
33:00
Callahan’s. Of control, but we automated process that
33:02
automated process that systematically followed up on
33:03
systematically followed up on those past due invoices and
33:05
those past due invoices and when credit cards were about to
33:06
when credit cards were about to expire or failed, um it just
33:08
expire or failed, um it just started to buy that consistency
33:11
started to buy that consistency back um and to get into that
33:12
back um and to get into that personal view of you know. It
33:16
personal view of you know. It needs to look personal, It
33:17
needs to look personal, It doesn’t it shouldn’t look
33:18
doesn’t it shouldn’t look automated. This is literally
33:19
automated. This is literally right out of my email inbox um
33:22
right out of my email inbox um before we went over to Gmail uh
33:23
before we went over to Gmail uh but this was out of 2016, we
33:25
but this was out of 2016, we had almost 500 people there.
33:27
had almost 500 people there. you can see on the screen that
33:28
you can see on the screen that responded email. It wasn’t 500
33:29
responded email. It wasn’t 500 people sent it was 496 people
33:32
people sent it was 496 people actually responded to this
33:34
actually responded to this email and I called the quick
33:35
email and I called the quick follow-up we still do uh but
33:36
follow-up we still do uh but this is the email right here
33:37
this is the email right here and some people may have seen
33:38
and some people may have seen this but I wanna reinforce
33:39
this but I wanna reinforce this. if you can’t read on the
33:40
this. if you can’t read on the screen here, it’s probably
33:41
screen here, it’s probably pretty small what that email
33:43
pretty small what that email says is Hey Stacey. just wanna
33:44
says is Hey Stacey. just wanna reach out and see if you have
33:45
reach out and see if you have questions regarding your
33:45
questions regarding your investment if you want to see
33:46
investment if you want to see the spot. The season just let
33:48
the spot. The season just let me know have a great Saturday
33:51
me know have a great Saturday and it’s got my name my call
33:52
and it’s got my name my call and you probably can’t see it
33:54
and you probably can’t see it on there, but the m and m is
33:55
on there, but the m and m is lowercase Now. everybody knows
33:58
lowercase Now. everybody knows sometimes I fail to proof. Read
33:59
sometimes I fail to proof. Read some of my stuff going out of
34:00
some of my stuff going out of I’m in a hurry, but this was
34:01
I’m in a hurry, but this was intentionally left with the
34:02
intentionally left with the lowercase m cuz I wanted to
34:03
lowercase m cuz I wanted to look like it was sent from my
34:06
look like it was sent from my iPhone and if you can see it on
34:07
iPhone and if you can see it on the screen there, it looks like
34:09
the screen there, it looks like it’s sent from my iPhone. so
34:11
it’s sent from my iPhone. so this email goes out 2 days
34:13
this email goes out 2 days after every estimate and it
34:15
after every estimate and it closes on average right now, a
34:16
closes on average right now, a lawn care and home cleaning
34:17
lawn care and home cleaning with a percent or two either
34:19
with a percent or two either way 20% of all. Uh that you are
34:22
way 20% of all. Uh that you are usually closed on this one cuz
34:25
usually closed on this one cuz it looks like you actually took
34:26
it looks like you actually took the time it’s 630 in the
34:29
the time it’s 630 in the morning after 2 days of
34:30
morning after 2 days of estimate to follow up
34:31
estimate to follow up personally, um these things
34:33
personally, um these things close Lady wrote back. Uh I’ll
34:34
close Lady wrote back. Uh I’ll talk it over my husband to get
34:36
talk it over my husband to get back to you. ASAP. I love the
34:37
back to you. ASAP. I love the business practice and all the
34:38
business practice and all the info you provide upfront so
34:40
info you provide upfront so Stacey love the short-term
34:41
Stacey love the short-term nurture and the lead letter
34:43
nurture and the lead letter because we were different uh
34:45
because we were different uh just another copy of this year
34:46
just another copy of this year uh lady wrote back, she says.
34:49
uh lady wrote back, she says. Um we have a puppy. Want
34:50
Um we have a puppy. Want anything toxic in our yard so
34:52
anything toxic in our yard so it allow us to upsell our
34:54
it allow us to upsell our organic fertilizer so Cody we
34:55
organic fertilizer so Cody we built this uh this is the
34:56
built this uh this is the winner of twelve to maybe
34:58
winner of twelve to maybe fifteen different versions of
34:58
fifteen different versions of this email and it sounds so
34:59
this email and it sounds so stupid right now saying hey,
35:01
stupid right now saying hey, make it look like a person
35:02
make it look like a person actually send it don’t plaster
35:03
actually send it don’t plaster your logo and videos and
35:05
your logo and videos and pictures all over it because at
35:06
pictures all over it because at this point the customer life
35:08
this point the customer life cycle a person or an automated
35:11
cycle a person or an automated person is gonna convert better
35:12
person is gonna convert better than something that looks like
35:13
than something that looks like an email broadcast very similar
35:14
an email broadcast very similar to going through your Facebook
35:16
to going through your Facebook feed. We tune that out an
35:18
feed. We tune that out an advertisement to advertise the
35:19
advertisement to advertise the same thing we’re in an email so
35:20
same thing we’re in an email so this email. Uh he’s been AB
35:23
this email. Uh he’s been AB split tested and this was the
35:25
split tested and this was the winner by a landslide. so if
35:26
winner by a landslide. so if you don’t take anything away
35:27
you don’t take anything away from this if you’re gonna
35:29
from this if you’re gonna automate your business, even if
35:31
automate your business, even if you’re sending manual emails,
35:32
you’re sending manual emails, make them look like they’re
35:33
make them look like they’re sent from a person they will
35:35
sent from a person they will interact and convert a lot
35:37
interact and convert a lot better. Absolutely alright. So
35:39
better. Absolutely alright. So I know we’re almost near the
35:40
I know we’re almost near the top of the hour. so I wanna go
35:41
top of the hour. so I wanna go through this a little bit
35:42
through this a little bit quickly, but we’ve tackled your
35:44
quickly, but we’ve tackled your sales process now in my
35:46
sales process now in my business, we had all this work.
35:48
business, we had all this work. We almost went out of business
35:49
We almost went out of business cuz we couldn’t get enough
35:50
cuz we couldn’t get enough employees uh to do the work and
35:51
employees uh to do the work and this. Before the crisis, we’re
35:53
this. Before the crisis, we’re all seeing right now um so what
35:55
all seeing right now um so what I’m gonna recommend is this can
35:56
I’m gonna recommend is this can be done in service Autopilot.
35:57
be done in service Autopilot. This is what we are doing in
35:58
This is what we are doing in service Autopilot, so the first
36:00
service Autopilot, so the first thing we wanna do is create a
36:01
thing we wanna do is create a hosted landing page. that’s
36:03
hosted landing page. that’s gonna be your vtwo or vthree
36:05
gonna be your vtwo or vthree form and an office entry form
36:06
form and an office entry form if they come into the office so
36:07
if they come into the office so I’m gonna recommend is the way
36:09
I’m gonna recommend is the way we tackle it is English and
36:12
we tackle it is English and Spanish not Spanish Street
36:14
Spanish not Spanish Street Spanish uh there’s huge shocker
36:16
Spanish uh there’s huge shocker that the textbook Spanish uh
36:18
that the textbook Spanish uh application didn’t quite
36:19
application didn’t quite convert the way we thought it
36:20
convert the way we thought it would uh but once we put it
36:20
would uh but once we put it more. Spanish um the people
36:24
more. Spanish um the people fill it out and it worked, but
36:25
fill it out and it worked, but the idea is once you get them
36:26
the idea is once you get them to fill out that application.
36:28
to fill out that application. We drop them in uh to the or
36:29
We drop them in uh to the or the the entry point we drop
36:31
the the entry point we drop them into an online application
36:32
them into an online application in English or Spanish, make
36:33
in English or Spanish, make them jump through some hoops
36:35
them jump through some hoops Cody So a lot of times people
36:36
Cody So a lot of times people are just filling out to stand
36:37
are just filling out to stand unemployment. Let’s at least
36:39
unemployment. Let’s at least have a couple of processes here
36:40
have a couple of processes here that make them walk through
36:41
that make them walk through this um, but let’s say Joe’s
36:43
this um, but let’s say Joe’s our applicant. he gets through
36:44
our applicant. he gets through that now what to do or take
36:46
that now what to do or take pops up in service Autopilot
36:48
pops up in service Autopilot and says hey, call Joey. It’s
36:49
and says hey, call Joey. It’s set up an interview date time.
36:50
set up an interview date time. He’s made it through the
36:51
He’s made it through the application process. so you’d
36:52
application process. so you’d enter that into I would
36:53
enter that into I would recommend what we call our
36:55
recommend what we call our employee master form you plug
36:56
employee master form you plug in start the Apple. In time the
37:00
in start the Apple. In time the automation now is gonna text
37:02
automation now is gonna text message Joe the day before the
37:03
message Joe the day before the week before the interview, let
37:04
week before the interview, let them know where to show up when
37:05
them know where to show up when to show up any ability to opt
37:06
to show up any ability to opt out of it. So if you guys are
37:08
out of it. So if you guys are not gonna show up who gives us
37:09
not gonna show up who gives us courtesy this is already is
37:10
courtesy this is already is unemployment threshold. so
37:12
unemployment threshold. so you’re not having a estimates
37:13
you’re not having a estimates only have one person show up,
37:14
only have one person show up, maybe which happens uh
37:16
maybe which happens uh especially nowadays other cool
37:17
especially nowadays other cool thing I would recommend doing
37:19
thing I would recommend doing this. if you do it. This way is
37:21
this. if you do it. This way is a sign of homework to this guy
37:22
a sign of homework to this guy or girl send them out to the
37:23
or girl send them out to the DMV to get a driver’s abstract.
37:25
DMV to get a driver’s abstract. They got some skin in the game
37:26
They got some skin in the game so by the time they get to your
37:27
so by the time they get to your office. Um we know that at. Not
37:30
office. Um we know that at. Not you but II had to spend some
37:33
you but II had to spend some time at the DMV if that
37:34
time at the DMV if that individual is willing to sit in
37:35
individual is willing to sit in that DMV for 45 minutes to an
37:38
that DMV for 45 minutes to an hour, they’re committed to get
37:39
hour, they’re committed to get a job um usually about four or
37:41
a job um usually about four or five bucks and we would just
37:42
five bucks and we would just literally pay when they showed
37:43
literally pay when they showed up with that to reimburse. uh
37:45
up with that to reimburse. uh what we’re gonna do here is
37:46
what we’re gonna do here is create a standardized
37:48
create a standardized interviewing package, five or
37:48
interviewing package, five or six main questions you’re
37:50
six main questions you’re asking every applicant the
37:51
asking every applicant the automation in my opinion should
37:53
automation in my opinion should prompt to interview or to rank
37:55
prompt to interview or to rank the applicant and AB and C
37:57
the applicant and AB and C fashion. This is built around
37:59
fashion. This is built around stacking the virtual bench that
38:01
stacking the virtual bench that we talk a lot about here in the
38:02
we talk a lot about here in the ecosystem so we’re gonna go
38:03
ecosystem so we’re gonna go out. At least once a week in
38:05
out. At least once a week in interview all the positions in
38:06
interview all the positions in the company, whether we need
38:07
the company, whether we need them or not in the automation
38:09
them or not in the automation ranks of AB and C what we did
38:10
ranks of AB and C what we did in essay, we created a custom
38:13
in essay, we created a custom view or filter in uh reporting
38:16
view or filter in uh reporting that literally allows you to
38:17
that literally allows you to say I want all my a applicants
38:18
say I want all my a applicants from the last 20 days and it
38:21
from the last 20 days and it gives you a glorified laboring
38:23
gives you a glorified laboring or a labor pool to hire from
38:25
or a labor pool to hire from that’s qualified or basically
38:26
that’s qualified or basically glorified hiring checklist. So
38:28
glorified hiring checklist. So now when you need that person
38:29
now when you need that person you’ve got them in your
38:30
you’ve got them in your database before normally you’d
38:32
database before normally you’d have to go out and find the.
38:33
have to go out and find the. It’s too late, We’ve created
38:35
It’s too late, We’ve created that virtual bench when you
38:37
that virtual bench when you hire them, We’re gonna go out
38:38
hire them, We’re gonna go out automatically indoctrinate them
38:41
automatically indoctrinate them your mission vision values uh
38:42
your mission vision values uh Jason Cup uh really near and
38:44
Jason Cup uh really near and dear to the ecosystem talks
38:45
dear to the ecosystem talks about culture a lot so we need
38:47
about culture a lot so we need to indoctrinate to that culture
38:49
to indoctrinate to that culture piece uh we concentrated more
38:51
piece uh we concentrated more on the mission vision values to
38:53
on the mission vision values to get the alignment to not just a
38:54
get the alignment to not just a paycheck, but the culture and
38:56
paycheck, but the culture and tax documents. I know we all
38:57
tax documents. I know we all know 202 in the spring when
38:59
know 202 in the spring when things get crazy, We don’t
39:01
things get crazy, We don’t always get the documents filled
39:02
always get the documents filled out when we should we just need
39:03
out when we should we just need to get them in the field
39:04
to get them in the field trained up so we can get going
39:05
trained up so we can get going so we allow the automation to
39:06
so we allow the automation to take. Should happen to happen
39:08
take. Should happen to happen each and every time and when we
39:10
each and every time and when we build some um timings
39:12
build some um timings indoctrination tax documents
39:13
indoctrination tax documents goes up to three and final
39:15
goes up to three and final attempts so one thing to keep
39:16
attempts so one thing to keep in mind is when you’re building
39:17
in mind is when you’re building your automation to your co. Is
39:19
your automation to your co. Is you don’t wanna think about
39:20
you don’t wanna think about just the perfect path? What
39:21
just the perfect path? What happens if this guy or girl
39:23
happens if this guy or girl just after three attempts
39:24
just after three attempts doesn’t fill out their tax. I’m
39:25
doesn’t fill out their tax. I’m guessing they’re not a good fit
39:27
guessing they’re not a good fit if they will take the time to
39:28
if they will take the time to actually get paid, then they’re
39:29
actually get paid, then they’re probably not a good fit. So
39:31
probably not a good fit. So with the automation does here,
39:32
with the automation does here, it says hey through a task or a
39:35
it says hey through a task or a ticket or to introduce us. Hey.
39:37
ticket or to introduce us. Hey. Jo didn’t fill out his tax
39:38
Jo didn’t fill out his tax documents after the third and
39:40
documents after the third and final attempt at this point. I
39:41
final attempt at this point. I recommend fire and Joe um so
39:42
recommend fire and Joe um so the automation here is really
39:44
the automation here is really built out if you model it after
39:46
built out if you model it after this to buy time back from you
39:48
this to buy time back from you and your team to screen out the
39:50
and your team to screen out the right applicants to only get to
39:51
right applicants to only get to the interview and then after
39:53
the interview and then after you interviewing here we
39:54
you interviewing here we indoctrinate and boredom before
39:58
indoctrinate and boredom before we train them and test them
40:00
we train them and test them again and then the final part
40:02
again and then the final part here is kind of my favorite. um
40:04
here is kind of my favorite. um we go out and actually we made
40:06
we go out and actually we made about 36 video. How do you
40:09
about 36 video. How do you service Autopilot in the office
40:11
service Autopilot in the office with testing? so we created an
40:13
with testing? so we created an online automated video training
40:15
online automated video training series to and basically on
40:17
series to and basically on board any new ad so that took
40:19
board any new ad so that took sometimes a twenty or 3040 day
40:21
sometimes a twenty or 3040 day period to get someone up and
40:22
period to get someone up and running 100% on SA. Now we’ve
40:25
running 100% on SA. Now we’ve standardized to about a seven
40:25
standardized to about a seven to 10 day learning curve in
40:27
to 10 day learning curve in their up and running on their
40:29
their up and running on their own, and then that works so
40:29
own, and then that works so well that we went out and
40:30
well that we went out and actually took a tripod a
40:32
actually took a tripod a wireless mic for about 100
40:33
wireless mic for about 100 bucks and a smartphone and made
40:35
bucks and a smartphone and made videos in the field. How to do
40:37
videos in the field. How to do every service we did so instead
40:38
every service we did so instead of going out and buying an
40:40
of going out and buying an online generic um process to
40:42
online generic um process to train. Your field staff we
40:44
train. Your field staff we created a video training
40:46
created a video training process inside our business and
40:48
process inside our business and what we found is that cut off
40:50
what we found is that cut off at least a week to week and a
40:51
at least a week to week and a half of learning curve because
40:52
half of learning curve because we had them watch the videos
40:54
we had them watch the videos before we ever put them in the
40:56
before we ever put them in the field uh and and that was huge,
40:57
field uh and and that was huge, but if you’re looking to create
40:59
but if you’re looking to create a turnkey business, it’s almost
41:00
a turnkey business, it’s almost like a franchise without the
41:02
like a franchise without the franchise fees. This is one of
41:03
franchise fees. This is one of the things that allowed me to
41:04
the things that allowed me to leave the business in 30 days a
41:05
leave the business in 30 days a pop because every time we hired
41:06
pop because every time we hired a new person myself, the guy
41:08
a new person myself, the guy who ran the business had to be
41:10
who ran the business had to be there the first two to 3 weeks
41:11
there the first two to 3 weeks to get this. And um, and then
41:15
to get this. And um, and then the final thing is the
41:16
the final thing is the employment contract and
41:17
employment contract and handbooks So these are things
41:19
handbooks So these are things once again. I’m Jason Cup uh
41:21
once again. I’m Jason Cup uh really good resource for these
41:23
really good resource for these type of things, but the problem
41:25
type of things, but the problem is even when you have them in
41:25
is even when you have them in place, things got crazy in the
41:28
place, things got crazy in the spring half the time you’d
41:28
spring half the time you’d forget to get the person to
41:30
forget to get the person to sign it or actually go through
41:32
sign it or actually go through it. So now the automation
41:33
it. So now the automation tracks what should happen and
41:34
tracks what should happen and make sure it happens when it
41:36
make sure it happens when it happens now, the business owner
41:37
happens now, the business owner or manager doesn’t have to
41:38
or manager doesn’t have to babysit the process. so as we
41:40
babysit the process. so as we wrap it up here in the last few
41:41
wrap it up here in the last few minutes here, Cody uh any
41:43
minutes here, Cody uh any thoughts comments on this
41:44
thoughts comments on this before I dive into the third
41:45
before I dive into the third final hurdle to get to that
41:46
final hurdle to get to that million mark and beyond when
41:47
million mark and beyond when you’re automated. Mike I think
41:51
you’re automated. Mike I think you’re you’re touching on one
41:52
you’re you’re touching on one of the really important things
41:54
of the really important things about automations that I think
41:56
about automations that I think people forget about is that
41:57
people forget about is that Automations Act as guardrails
42:00
Automations Act as guardrails for the processes in your
42:02
for the processes in your business, you set things up to
42:03
business, you set things up to work a certain way, but when
42:04
work a certain way, but when things get crazy, that’s when
42:07
things get crazy, that’s when we start cutting corners and
42:08
we start cutting corners and skipping things that we know
42:10
skipping things that we know are important. but we just we
42:12
are important. but we just we don’t have time to deal with it
42:13
don’t have time to deal with it right now um and having an
42:16
right now um and having an automation that pushes all of
42:17
automation that pushes all of these things that handles them
42:18
these things that handles them for you acts those guard. That
42:21
for you acts those guard. That keeps you within the bounds of
42:22
keeps you within the bounds of what you’ve said you were going
42:24
what you’ve said you were going to do correct it now, you could
42:26
to do correct it now, you could say it’s kinda like bumper
42:27
say it’s kinda like bumper bowling with the kids. I mean
42:29
bowling with the kids. I mean it kinda keeps you in that lane
42:29
it kinda keeps you in that lane and keeps you focused and if
42:30
and keeps you focused and if you start veering off, it takes
42:32
you start veering off, it takes care of it for you. So the
42:34
care of it for you. So the final part really Cody is this
42:35
final part really Cody is this was kind of my final journey to
42:36
was kind of my final journey to be an absentee owner. Um I call
42:38
be an absentee owner. Um I call repetitive task but what we do
42:41
repetitive task but what we do is we just take what’s in the
42:42
is we just take what’s in the business owners had um and
42:43
business owners had um and obviously if you’re in my head,
42:44
obviously if you’re in my head, that’s probably a scary place,
42:45
that’s probably a scary place, but what we do is we go in and
42:47
but what we do is we go in and delegate automate um and what
42:48
delegate automate um and what we found inside service
42:50
we found inside service Autopilot there’s actually
42:51
Autopilot there’s actually seven core areas of business
42:53
seven core areas of business can be automated on service
42:54
can be automated on service autopilot um and they are.
42:57
autopilot um and they are. Customer service scheduling
43:00
Customer service scheduling billing, office manager and
43:01
billing, office manager and owner, and what I found is if
43:03
owner, and what I found is if we’re not there telling people
43:04
we’re not there telling people what to do every day every week
43:06
what to do every day every week every month quarter or even
43:08
every month quarter or even annually, it’s not happening um
43:10
annually, it’s not happening um so now that you’ve got 2030
43:12
so now that you’ve got 2030 employees. that’s great. you
43:13
employees. that’s great. you get sucked back as a full-time
43:15
get sucked back as a full-time daycare. so you know you
43:17
daycare. so you know you thought you got yourself out of
43:18
thought you got yourself out of the fire, but you really
43:18
the fire, but you really haven’t now you’re just
43:20
haven’t now you’re just literally fighting fires all
43:21
literally fighting fires all day by telling people what to
43:22
day by telling people what to do and if they don’t do it, you
43:23
do and if they don’t do it, you gotta follow behind it so. just
43:25
gotta follow behind it so. just an. Here are some things you
43:27
an. Here are some things you can do here um if you’re
43:29
can do here um if you’re watching the recorded version,
43:30
watching the recorded version, you wanna zoom in. that’s
43:31
you wanna zoom in. that’s awesome, but these are like the
43:32
awesome, but these are like the 38 or 39 core things um when
43:35
38 or 39 core things um when people work with simple growth
43:36
people work with simple growth as a certified advise that we
43:37
as a certified advise that we just give them these are like
43:38
just give them these are like some of the big things um that
43:40
some of the big things um that we recommend on a repetitive
43:42
we recommend on a repetitive nature that you should be doing
43:43
nature that you should be doing um but a real quick example.
43:44
um but a real quick example. here is let’s say you got a
43:46
here is let’s say you got a full-time sales guy. His name
43:46
full-time sales guy. His name is Joe and Joe’s job is to go
43:50
is Joe and Joe’s job is to go out and do all his estimates
43:51
out and do all his estimates today and make us follow up
43:53
today and make us follow up phone calls if you’re not
43:54
phone calls if you’re not utilizing ringless voicemail
43:55
utilizing ringless voicemail bombs so. When Joe signs in, he
43:58
bombs so. When Joe signs in, he gets a notification that these
44:00
gets a notification that these are all the things he needs to
44:02
are all the things he needs to do it, five or 530 the
44:04
do it, five or 530 the automation will notify you if
44:05
automation will notify you if he doesn’t have his job done
44:06
he doesn’t have his job done via text or email depending how
44:08
via text or email depending how you set it up, you know, based
44:10
you set it up, you know, based on the severity of it and then
44:11
on the severity of it and then it can automatically notify the
44:14
it can automatically notify the business manager or owner via
44:14
business manager or owner via text or email depending how
44:17
text or email depending how important it is um so what we
44:19
important it is um so what we do is we allow the automation
44:20
do is we allow the automation to handle the delegation of
44:22
to handle the delegation of repetitive task with a deadline
44:24
repetitive task with a deadline and instructions, and if it
44:25
and instructions, and if it doesn’t happen it not. A person
44:27
doesn’t happen it not. A person responsible and escalate to
44:29
responsible and escalate to person to come in uh physically
44:31
person to come in uh physically to manage the process. so we’re
44:34
to manage the process. so we’re leveraging the power of service
44:34
leveraging the power of service Autopilot to do this in a quick
44:36
Autopilot to do this in a quick story is actually Cody when I
44:37
story is actually Cody when I was at GIE with you and bear
44:39
was at GIE with you and bear and a bunch of the service
44:40
and a bunch of the service Autopilot uh team um when I had
44:42
Autopilot uh team um when I had callahan’s that the the
44:44
callahan’s that the the gentleman that Rand Callahan’s
44:45
gentleman that Rand Callahan’s had to repetitive task to
44:46
had to repetitive task to winterize the fertilizing tanks
44:49
winterize the fertilizing tanks for uh the northeast cuz after
44:50
for uh the northeast cuz after a certain point, things get
44:51
a certain point, things get cold and they freeze and the
44:52
cold and they freeze and the tanks are blow up uh but he
44:54
tanks are blow up uh but he inside that repetitive task. he
44:56
inside that repetitive task. he had a grocery list or a
44:58
had a grocery list or a shopping list of the things he
44:58
shopping list of the things he needed materials so how many
44:59
needed materials so how many gallons of RV? Um written
45:03
gallons of RV? Um written instructions on how to do it,
45:04
instructions on how to do it, pilot’s checklist and the
45:06
pilot’s checklist and the manufacturer’s video all
45:06
manufacturer’s video all embedded inside this so
45:08
embedded inside this so everything he needed to know
45:10
everything he needed to know was inside that too. So now the
45:13
was inside that too. So now the information and everything was
45:14
information and everything was relying on what was in the
45:15
relying on what was in the software and not as me out on
45:18
software and not as me out on the floor of GIE out in the
45:19
the floor of GIE out in the middle of Kentucky. so my phone
45:21
middle of Kentucky. so my phone didn’t ring because the guy
45:22
didn’t ring because the guy knew what he needed to do. he
45:23
knew what he needed to do. he knew how to do it and he had a
45:25
knew how to do it and he had a video and the pilot’s checklist
45:26
video and the pilot’s checklist and by the time I got onto that
45:28
and by the time I got onto that plane um that Friday night if
45:29
plane um that Friday night if it. Done that was the day I
45:32
it. Done that was the day I would’ve got a text message
45:33
would’ve got a text message saying dude you better get back
45:34
saying dude you better get back and winterize the spray tanks
45:36
and winterize the spray tanks um, but that’s the power of
45:38
um, but that’s the power of automation and what we’re
45:39
automation and what we’re looking at here and how we
45:41
looking at here and how we wanna dive into that um and I
45:43
wanna dive into that um and I know we’ve been talking a lot
45:45
know we’ve been talking a lot about just automation ought to
45:47
about just automation ought to be conscious of the time here
45:48
be conscious of the time here with your uh on top of the
45:50
with your uh on top of the hour, but in the last two to 3
45:51
hour, but in the last two to 3 minutes, Cody I wanna hit on
45:52
minutes, Cody I wanna hit on some other things cuz I think a
45:54
some other things cuz I think a lot of people assume that it’s
45:57
lot of people assume that it’s the automation they need to
45:58
the automation they need to build themselves or help with
45:59
build themselves or help with the launch team or off the
46:01
the launch team or off the marketplace, some of the free
46:02
marketplace, some of the free ones that paid ones um all
46:03
ones that paid ones um all that, but there is. Automations
46:05
that, but there is. Automations that are built inside service
46:07
that are built inside service autopilot that are just part of
46:08
autopilot that are just part of the system um so the automated
46:12
the system um so the automated part of invoicing on a daily
46:13
part of invoicing on a daily weekly or monthly basis,
46:14
weekly or monthly basis, depending how the system set up
46:16
depending how the system set up those invoices automatically
46:17
those invoices automatically generate for you and if you
46:19
generate for you and if you have a quickbook sync online or
46:20
have a quickbook sync online or desktop, it automatically syncs
46:22
desktop, it automatically syncs and creates those invoices in
46:24
and creates those invoices in QuickBooks natively, Jonathan
46:27
QuickBooks natively, Jonathan and John um the founders of
46:28
and John um the founders of Service Autopilot had this
46:30
Service Autopilot had this vision of what of service
46:33
vision of what of service business software should look
46:34
business software should look like even before we actually
46:35
like even before we actually had. Automation um and then the
46:38
had. Automation um and then the last thing I wanna hit on here
46:39
last thing I wanna hit on here is this is just a snippet out
46:41
is this is just a snippet out of my KPI demo so the key
46:43
of my KPI demo so the key performance indicators um and
46:45
performance indicators um and the thing that has been
46:46
the thing that has been bothering me as of late. Cody
46:48
bothering me as of late. Cody is a lot of people are talking
46:49
is a lot of people are talking in the Facebook groups right
46:50
in the Facebook groups right now in industry specific lawn
46:52
now in industry specific lawn care. it’s a little bit in the
46:53
care. it’s a little bit in the cleaning industry. More lawn
46:53
cleaning industry. More lawn care right now cuz we’re
46:54
care right now cuz we’re thinking about renewing
46:56
thinking about renewing contracts for next year is that
46:58
contracts for next year is that we should raise our prices by
47:00
we should raise our prices by two or $3 a cut or a percentage
47:01
two or $3 a cut or a percentage across the board. So I’ve got
47:03
across the board. So I’ve got two sample clients here
47:04
two sample clients here directly out of a job cost and
47:06
directly out of a job cost and report um and if you’re an
47:07
report um and if you’re an essay and reports and it looks
47:09
essay and reports and it looks like a little toaster icon, you
47:10
like a little toaster icon, you can download this and bring it
47:11
can download this and bring it in. Or Google sheets, but this
47:13
in. Or Google sheets, but this lawn mowing was a $54 cut and
47:16
lawn mowing was a $54 cut and the actual revenue per hour is
47:19
the actual revenue per hour is $54.28 and $60.31 on average,
47:22
$54.28 and $60.31 on average, we generated fifty-seven.
47:25
we generated fifty-seven. $57.30 per man hour and this is
47:27
$57.30 per man hour and this is literally from the mobiles or
47:29
literally from the mobiles or somebody printing out manually
47:31
somebody printing out manually typing the NSA, but this is
47:32
typing the NSA, but this is this is a real deal. Cody This
47:34
this is a real deal. Cody This is this two jobs on average
47:37
is this two jobs on average generated $57.30 so if we’re
47:40
generated $57.30 so if we’re making fifty. And we’re going
47:43
making fifty. And we’re going in and saying you know what in
47:45
in and saying you know what in 2021 or whatever time you’re
47:45
2021 or whatever time you’re watching this video next year,
47:46
watching this video next year, we’re going in. we need we’ve
47:48
we’re going in. we need we’ve met with the industry
47:49
met with the industry consultant and we know we need
47:50
consultant and we know we need to charge $60 an hour so we
47:53
to charge $60 an hour so we plug that in the sheet what the
47:57
plug that in the sheet what the sheet does is tells you your
47:58
sheet does is tells you your current price is 54 The new
48:01
current price is 54 The new price has to go up $2.56 to the
48:05
price has to go up $2.56 to the penny to 5684. That’s what you
48:07
penny to 5684. That’s what you need to charge to hit your
48:09
need to charge to hit your hourly goal. so we’re only
48:10
hourly goal. so we’re only raising. And the accounts that
48:14
raising. And the accounts that requires and we talked about it
48:16
requires and we talked about it before but when you go out and
48:18
before but when you go out and do this and you do a wholesale
48:20
do this and you do a wholesale price updates, you’re raising
48:21
price updates, you’re raising the prices on your most
48:23
the prices on your most profitable clients and you’re
48:24
profitable clients and you’re forcing them to go out and shop
48:27
forcing them to go out and shop you’re raising your prices on
48:28
you’re raising your prices on your list profitable clients.
48:29
your list profitable clients. They already know the good deal
48:30
They already know the good deal so they’re staying with you. So
48:32
so they’re staying with you. So what you’ve done is just taking
48:32
what you’ve done is just taking your most profitable clients
48:34
your most profitable clients and alienate um the cool thing
48:36
and alienate um the cool thing is like if you plug this number
48:38
is like if you plug this number fifty and we’re making 57 when
48:39
fifty and we’re making 57 when the sheet updates and behold
48:40
the sheet updates and behold you don’t have to. A price so
48:43
you don’t have to. A price so very similar to Jack Welch only
48:45
very similar to Jack Welch only raising or getting rid of the
48:46
raising or getting rid of the bottom. 10% we can do this in
48:48
bottom. 10% we can do this in service Autopilot, so this is
48:50
service Autopilot, so this is the manual approach, but here’s
48:51
the manual approach, but here’s some kind of cool. uh Cody So
48:55
some kind of cool. uh Cody So this is a test account, but
48:56
this is a test account, but I’ve got all the services here
48:59
I’ve got all the services here um in here and what you see
49:01
um in here and what you see here is on average, this job
49:03
here is on average, this job needs over the course of the
49:05
needs over the course of the year needs to be raised by $10.
49:06
year needs to be raised by $10. All these are zeros. um
49:08
All these are zeros. um obviously it’s fictitious data
49:10
obviously it’s fictitious data like this one here needs to be
49:11
like this one here needs to be raised by $551 a day.
49:17
You know it, but the idea here
49:20
You know it, but the idea here is you can build job costing
49:22
is you can build job costing reports and put in that
49:24
reports and put in that variable of fifty or sixty
49:25
variable of fifty or sixty bucks an hour and then
49:27
bucks an hour and then automated Yup. So if you’re in
49:30
automated Yup. So if you’re in here uh I believe that limit
49:31
here uh I believe that limit right now is up to five
49:33
right now is up to five reports, but if you kinda hover
49:34
reports, but if you kinda hover over this little guy here, I
49:37
over this little guy here, I can send this once I can send
49:39
can send this once I can send it weekly monthly and I can
49:41
it weekly monthly and I can send it to anybody in my
49:42
send it to anybody in my organization. I want so you can
49:45
organization. I want so you can take the data from the report
49:46
take the data from the report center and automate the
49:48
center and automate the reporting to the people. To
49:49
reporting to the people. To know what’s going on when they
49:51
know what’s going on when they need you know when it’s going
49:52
need you know when it’s going on and get that in there so
49:54
on and get that in there so once again, these are reports.
49:56
once again, these are reports. If you’re busy this spring,
49:57
If you’re busy this spring, you’re probably not gonna have
49:58
you’re probably not gonna have time or this is the last thing
49:59
time or this is the last thing on your mind to actually go out
50:00
on your mind to actually go out and automate that being sent to
50:01
and automate that being sent to your team. But now you can even
50:03
your team. But now you can even send it to yourself. so if
50:03
send it to yourself. so if you’re in the field still being
50:05
you’re in the field still being an entrepreneur uh on the
50:06
an entrepreneur uh on the truck, that’s great like I love
50:07
truck, that’s great like I love that I love my time on the
50:09
that I love my time on the truck, but man would it be
50:10
truck, but man would it be cool? Cody if I could have got
50:12
cool? Cody if I could have got that once a week or daily to
50:13
that once a week or daily to know how did I actually do the
50:15
know how did I actually do the day before to keep you know,
50:17
day before to keep you know, keep me on point. So that’s
50:19
keep me on point. So that’s kinda what I got for you today.
50:20
kinda what I got for you today. But uh it’s just you know a lot
50:22
But uh it’s just you know a lot of people have been asking
50:23
of people have been asking about what is that service
50:24
about what is that service business look like uh fully
50:27
business look like uh fully automated and in my opinion,
50:29
automated and in my opinion, that’s it um and some of the
50:31
that’s it um and some of the stuff is already automated in
50:32
stuff is already automated in service autopilot without you
50:33
service autopilot without you doing anything but they’ve
50:34
doing anything but they’ve given you such power between
50:36
given you such power between the reports and automations now
50:38
the reports and automations now to really go out and and and
50:40
to really go out and and and just dominate your competition.
50:43
just dominate your competition. Absolutely uh as always great
50:46
Absolutely uh as always great stuff Mike uh these systems if
50:48
stuff Mike uh these systems if you’re able to implement them
50:51
you’re able to implement them into a service business, we’ll
50:52
into a service business, we’ll help you. Said at the top of
50:54
help you. Said at the top of this move from working in the
50:57
this move from working in the business to working on the
50:59
business to working on the business and that’s where we
51:00
business and that’s where we wanna end up. Yeah and I’ll
51:02
wanna end up. Yeah and I’ll just throw it out there to as a
51:03
just throw it out there to as a certified adviser of service
51:05
certified adviser of service Autopilot. uh right now, we’re
51:06
Autopilot. uh right now, we’re not gonna be doing it for much
51:07
not gonna be doing it for much longer, but we are still
51:09
longer, but we are still offering a free audit of
51:11
offering a free audit of service Autopilot. so if you
51:12
service Autopilot. so if you wanna hop on a call with
51:13
wanna hop on a call with myself, Dylan or anybody else
51:14
myself, Dylan or anybody else in the simple grow team for a
51:16
in the simple grow team for a half hour, no charge just to
51:17
half hour, no charge just to help the ecosystem getting
51:19
help the ecosystem getting ready for the end of the season
51:20
ready for the end of the season going in the next year, um if
51:21
going in the next year, um if you wanna drop us. Or just hop
51:24
you wanna drop us. Or just hop on our website and on the
51:26
on our website and on the website chat systems.com. we’re
51:28
website chat systems.com. we’re gonna give you a 30 minute free
51:30
gonna give you a 30 minute free audit. um there’s no nothing
51:32
audit. um there’s no nothing like that. It’s just literally.
51:34
like that. It’s just literally. this is what we see and based
51:36
this is what we see and based on your goals. These are the
51:38
on your goals. These are the pain points. I would hit first
51:39
pain points. I would hit first and some of them may not even
51:40
and some of them may not even be automations. It may be
51:41
be automations. It may be pricing matrix custom fields
51:43
pricing matrix custom fields lead sources. whatever that is
51:44
lead sources. whatever that is um, but Dylan and I who both
51:46
um, but Dylan and I who both have run pretty successful
51:48
have run pretty successful stubborn plus figure businesses
51:49
stubborn plus figure businesses amongst you know in the
51:50
amongst you know in the addition of civil team we built
51:51
addition of civil team we built this Audi. We are predominantly
51:54
this Audi. We are predominantly service Autopilot users just to
51:56
service Autopilot users just to be able to get the most out of
51:57
be able to get the most out of the system um and a lot of the
51:58
the system um and a lot of the things when people hop on there
51:59
things when people hop on there aren’t even aware this people
52:00
aren’t even aware this people aren’t aware of the system does
52:01
aren’t aware of the system does it so we just show them where
52:02
it so we just show them where it is and hey, here’s a video.
52:03
it is and hey, here’s a video. How to do it yourself so try to
52:05
How to do it yourself so try to still pay it forward before
52:06
still pay it forward before things get crazy and our our
52:08
things get crazy and our our crazy sales season here coming
52:08
crazy sales season here coming up so um appreciate it. Cody
52:11
up so um appreciate it. Cody once again SA weekly talk show
52:12
once again SA weekly talk show coming at you live 1 PM eastern
52:15
coming at you live 1 PM eastern 12 PM Central Every Friday
52:16
12 PM Central Every Friday We’re gonna have Carla from the
52:18
We’re gonna have Carla from the landscaping accountant coming
52:20
landscaping accountant coming on next Friday the eighteenth.
52:23
on next Friday the eighteenth. Uh we’ll see you there once
52:23
Uh we’ll see you there once again. Cody appreciate it and
52:25
again. Cody appreciate it and uh I believe there’s still a
52:27
uh I believe there’s still a short time left for SA thrive,
52:29
short time left for SA thrive, the virtual summit um
52:32
the virtual summit um specialty. It’s $100 off this
52:35
specialty. It’s $100 off this is go through uh I believe the
52:38
is go through uh I believe the end of September uh okay. So if
52:40
end of September uh okay. So if you have an email in your inbox
52:42
you have an email in your inbox that says otherwise, it’s
52:46
that says otherwise, it’s correct. absolutely make sure
52:47
correct. absolutely make sure you grab those. I know they’ve
52:47
you grab those. I know they’ve been selling like hotcakes when
52:48
been selling like hotcakes when I heard from the SAT uh myself
52:51
I heard from the SAT uh myself Mart. Marcus Sheridan the
52:53
Mart. Marcus Sheridan the keynote of the sales uh amongst
52:55
keynote of the sales uh amongst a whole bunch of other experts
52:57
a whole bunch of other experts from service Autopilot and
52:59
from service Autopilot and other industry experts. So I
53:01
other industry experts. So I think the full speaking list is
53:03
think the full speaking list is just keeps evolving as it’s
53:03
just keeps evolving as it’s been released now so look
53:05
been released now so look forward to seeing you next
53:06
forward to seeing you next Friday. Cody once again. Thanks