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SA Weekly Talk Show with Dillan Ruthenberg

Video Transcript

00:00
you’re listening to the simple growth
00:02
podcast
00:03
the show that helps business owners get
00:05
their life back
00:06
here’s your host mike callahan
00:09
welcome back to the essay weekly talk
00:11
show mike calan here with co-host cody
00:13
owen
00:14
and special guest dylan rothenberg of uh
00:17
originally sudbury ontario but now of
00:19
kingston ontario
00:20
up in the north so uh dylan and i go way
00:23
back he was actually
00:24
probably the first simple growth
00:26
automation client so
00:27
uh we’ve known our known each other
00:29
quite a bit in uh talk some serious
00:30
business and
00:31
particularly around snow removal so the
00:34
time we’re getting into right now
00:36
um doesn’t really seem like it’s ready
00:38
for snow but if you were in the north or
00:39
northeast
00:40
uh right now is probably the time you
00:42
want to start thinking about snow
00:43
removal contract renewal and marketing
00:45
if you haven’t already so
00:46
i’m going to probably suggest you behind
00:48
the eight ball already so we thought it
00:49
was
00:50
no better time to bring in the expert of
00:52
all things snow removal
00:54
and disruptor as well of different
00:56
technologies
00:58
and equipment that dylan had been using
01:00
in his company maximum lawn care so
01:02
uh dylan if people haven’t met you
01:03
before if you wouldn’t mind just giving
01:04
a little background how you got into the
01:06
uh
01:07
lovely world of landscaping and
01:09
particularly snow removal
01:10
in uh sudbury ontario
01:13
yeah so it’s uh definitely a unique
01:16
segment to be in for sure
01:17
uh long hours but basically i started
01:20
out with just a landscaping company we
01:22
eventually
01:23
especially being in sudbury where we get
01:25
250 plus centimeters
01:27
a year on average it was just
01:30
the logical solution to roll into snow
01:33
removal eventually
01:35
kind of picked off picked up fairly
01:38
slowly
01:38
but as we started dialing in our
01:40
services a little bit better
01:42
that was the most explosive part of our
01:43
business and
01:45
by the end of it before i had sold my
01:47
business actually that was probably
01:49
about 60 to 70 percent of our actual
01:51
total revenue
01:53
so yeah definitely use some some pretty
01:55
unique equipment uh at least for our
01:57
market it’s becoming a little bit more
01:58
and more popular now with our
02:00
uh tractor snowblowers and and stuff
02:02
like that but i’m sure we’ll
02:04
we’ll get into that a little bit deeper
02:06
yeah and that’s something that i’ll be
02:07
honest i had never really
02:08
seen uh until i saw uh i believe it was
02:11
protects
02:12
uh snow warriors or something like that
02:14
it was uh a documentary they did it was
02:16
the vanderzine company up out of um
02:18
iv quebec canada and they had kind of
02:21
revolutionized uh the way they plowed
02:23
snow
02:24
up there and they get so much freaking
02:25
snow that you can’t plow it because the
02:27
mountains of snow literally are 12 to 15
02:28
feet
02:29
on each side of the road in the driveway
02:31
so they went in and created this
02:33
inverted
02:34
uh snow blowing opportunity and
02:37
a lot of guys like yourself um about the
02:39
same time jumped onto that
02:40
now in the states it’s probably not that
02:43
uh well adopted so if you’re looking to
02:45
actually see what this looks like here
02:46
i’ll actually blow up my screen and then
02:48
we’ll get into the content but uh if
02:50
you’re watching live on the facebook
02:51
here or
02:52
listen to the podcast it’s worth
02:53
checking out the live stream here
02:55
because it’s
02:56
uh very very interesting what this
02:58
actually looks like here so you can kind
02:59
of see it uh here’s dylan standing in
03:01
front of a couple of the tractors that
03:02
he owned
03:04
in his business but um really
03:06
interesting on the back of the snow
03:07
blower it’s just an inverted uh snow
03:10
blower that drops down and shoots
03:11
everything else out so
03:13
it allows you to move a lot quicker and
03:15
we’re going to talk about the benefits
03:17
and disadvantages of
03:18
actually a tractor-mounted snow blower
03:20
as well and if you look in the links
03:21
of the essay weekly here on the facebook
03:24
live um
03:25
there is an additional article that
03:26
dylan has been featured in in snow
03:28
magazine
03:29
three keys to revolutionize your market
03:31
so in this article dylan was kind enough
03:33
to break down
03:34
uh three of the main things he did to
03:36
differentiate himself in that market and
03:37
pretty much go out and dominate it so uh
03:39
got a little added bonus content um
03:41
there hey mike let’s drop let’s drop the
03:44
link to that article again i think you
03:46
gave
03:46
everyone the link to join our broadcast
03:49
oh yeah i did didn’t i yeah welcome to
03:52
the show
03:53
everyone welcome to the show
03:57
all right there we go last time i’m
04:00
allowed to handle the technology here so
04:02
i appreciate that cody
04:03
all right so we’ve got that and that
04:05
should be in the notes live here
04:07
in a few minutes so we’ll see who else
04:10
is joining the show is a special guest
04:11
in a few minutes
04:12
um but i guess the first thing dylan i
04:15
really want to talk about here is
04:16
uh marketing and one of the things that
04:18
i was really impressed with you right
04:19
out of the gates when we met
04:21
was your approach to marketing so would
04:23
you mind breaking down
04:24
how you went on actually marketed your
04:26
snow removal services and then
04:28
did it transition or did it change the
04:30
type of marketing of the content
04:32
from when you went to uh snow plowing
04:35
with actual
04:36
trucks to actual um tractors was there
04:38
was there a different
04:39
uh play on the marketing there yeah so
04:42
when we first started marketing it
04:44
pretty heavily
04:45
uh we were just doing the plowing and
04:48
the the thing we kind of found was there
04:50
was a wide range of what people were
04:51
charging for a driveway or a lot
04:53
commercial lots are going to differ
04:55
entirely yeah you most likely need to
04:57
do a specialized quote for that but we
05:00
really wanted to have like
05:01
simplified upfront pricing for our
05:04
residential customers
05:05
and kind of change the conversation
05:07
where instead of they’re calling for a
05:08
quote they don’t really know when you’re
05:10
getting back to them
05:11
they had already seen all of our content
05:13
on our website on our postcards door
05:15
hangers whatever that might be
05:17
and they could already kind of place
05:19
where they were in the pricing structure
05:20
and they were calling us more to maybe
05:22
ask one or two final questions and then
05:24
actually sign up for the service
05:25
instead of a week or two week long
05:27
estimate and finally getting them to
05:29
sign up process
05:30
so when we were able to to kind of turn
05:33
on the the jets when it came to
05:34
marketing
05:35
we were able to actually accept much
05:37
more customers rather than have it be a
05:39
big big
05:39
burden on our office that was kind of
05:42
the very very initial
05:43
starting of it when we were still doing
05:45
the actual plowing
05:47
basically everything had kind of changed
05:49
we were growing
05:50
steadily but nothing really to write
05:52
home about
05:53
when it came to the snow plowing the
05:55
minute we got the tractor
05:57
uh basically everything had changed
05:59
there was actually already another
06:01
company in our market
06:02
that was well capitalized had purchased
06:05
several
06:06
uh very nice brand new tractors before
06:08
us we were kind of a little bit
06:09
late to the jump in our relatively small
06:12
market
06:13
but the the service was still so unique
06:16
and and so different compared to all the
06:17
plowing companies that
06:20
with the right marketing we were
06:21
actually able to explode that segment
06:24
so we started off with just like the
06:27
regular
06:28
facebook ads google ads and stuff like
06:30
that
06:32
and i thought it was interesting to note
06:34
that uh
06:35
our best performing facebook ad that we
06:38
ever had
06:38
we tried you know uh discounts
06:41
catchy little phrases whatever that
06:43
might be we’d even tried radio
06:45
advertising stuff like that but
06:47
the thing that performed the best and i
06:49
found this kind of unique was
06:50
literally just a video about a 30 to 40
06:53
second video of a guy doing
06:55
a driveway with her snow blower i mean
06:57
it kind of makes sense when you think
06:58
about it but
06:59
i found that very unique that we
07:01
probably had over a hundred thousand
07:02
views of that video
07:04
uh on facebook of people just watching a
07:06
guy do a driveway with this unique
07:07
technology
07:10
interesting so in that and it kind of i
07:12
think that makes sense
07:13
uh because a lot of us are kind of
07:14
engaged and if it’s new we want to
07:16
figure out how is it going to work
07:17
what’s it look like and as you’re kind
07:19
of looking at that marketing play dylan
07:23
once people saw that video what it
07:25
actually looked like and how it operated
07:27
was there certain things
07:28
based on the regular plowing with a
07:30
truck versus a tractor was there
07:32
benefits pros and cons that were
07:33
highlighted in that marketing concept
07:35
how did you
07:36
use the the ability of that track to
07:38
differentiate yourself from that market
07:40
yeah so there was there was definitely a
07:42
couple main points you touched on one of
07:43
them the fact
07:44
especially in sudbury you’re you’re 100
07:47
right like by the end of winter
07:48
sometimes you’d literally have
07:50
on regular uh winters like six to eight
07:53
feet
07:53
of snow banks at the end of your
07:54
driveway right becomes quite a bit of a
07:57
hazard
07:58
um and and you actually do run out of
08:00
room sometimes
08:01
uh with just a regular truck where you
08:02
have to back blade and push it up into
08:04
the lawn
08:05
so on heavy winters people would
08:06
literally have to call like a backhoe or
08:09
a loader and actually push those banks
08:11
back in their lawn
08:12
with the snow blower there was no chance
08:14
of that right so you had full visibility
08:15
all winter
08:17
and there was never no matter how uh
08:19
intense the winter was there was never a
08:21
chance of you having to to call someone
08:22
to actually relocate the snow
08:24
that was that was a really easy point
08:26
sorry go ahead oh
08:27
uh i wanted to ask a question and this
08:30
might be like
08:31
because i grew up in texas and the most
08:33
snow i’ve ever seen is like
08:35
you know a half inch one winter 10 years
08:38
ago
08:39
um how is a snowblower creating
08:43
like not creating a bank and this is
08:45
probably just me not understanding the
08:46
technology so feel free to
08:48
no no that’s a great question so rather
08:51
than like the typical residential
08:52
snowblower where you’re kind of pushing
08:54
it and
08:54
it’s going up right this has quite a bit
08:57
more power
08:58
so you could literally launch the snow
09:00
you know 30 40 feet up in the air right
09:03
depending on the size of the tractor
09:04
that you had so by putting it so far
09:06
back initially
09:07
and then eventually being able to load
09:09
the snow on top and on top
09:11
you never really ran out of room it’s
09:13
dispersing it okay
09:14
yeah exactly cool yeah and these are
09:17
these are big agricultural tractors
09:18
these aren’t just like a little tractor
09:20
to get down to home deeper lows these
09:21
are
09:22
these are good size uh almost a cab of a
09:25
backhoe to put it in perspective
09:26
someone’s seeing these things they’re
09:28
they’re good sized machines um and
09:29
they’ve got a lot of horsepower off the
09:31
back end
09:32
um so talk about the the benefits there
09:35
and the differentiation
09:36
of that equipment dylan uh one of the
09:37
things i found interesting is it
09:38
actually looked like if i had done my
09:40
research right that you actually
09:41
gps enabled the tractor um
09:44
but the take on it is a lot of us into
09:46
snow removal including myself head gps
09:48
and all our trucks and salters and
09:50
loaders
09:51
um but did you actually open up the gps
09:53
to your client base
09:55
yeah that’s a great question so we did
09:57
uh not for
09:58
the commercial just we we didn’t really
10:00
want to open ourselves up to
10:02
kind of the liability potentially there
10:05
but for all of our residential customers
10:07
for sure um and it was something we kind
10:09
of had to look at
10:11
uh just due to the volume of requests
10:13
and calls that would come in during a
10:15
storm
10:16
we were kind of looking at any any way
10:18
possible to diminish
10:19
that amount of response during a
10:21
snowstorm when everybody’s wondering hey
10:23
where are you guys or whatever if the
10:26
snow started late at night
10:27
so by opening up the gps um we were
10:31
basically able to allow them to look and
10:33
see where their specific tractor was so
10:35
as we were dispatching the the different
10:37
tractors they were all numbered
10:39
each each tractor had a number and then
10:41
the root had a number as well
10:43
the customers eventually started to kind
10:44
of realize that okay
10:46
tractor number six for example was their
10:49
tractor
10:49
so when they got that dispatch hey
10:51
tractor number six is your tractor here
10:53
is the login
10:54
most people would save it on their phone
10:55
or on the app and they would actually
10:57
log
10:58
in and see that and not everybody but
11:01
like 50 to 75 percent of them were
11:02
actually really good at that
11:04
and um you know kind of diminish the
11:06
amount of calls coming into the office
11:07
which is
11:08
huge during a stressful snowstorm yeah
11:10
and i can’t i
11:11
i you know i wish you had shared that
11:13
with me in the earlier years because i
11:14
tell you i almost had some heart attacks
11:16
along the way i mean
11:17
callahan’s we were plowing uh at our
11:19
heyday uh when we capped it at 600
11:21
residential driveways
11:23
so you can imagine obviously very
11:25
similar to what you were doing at
11:26
sudbury when that if you if you don’t
11:27
have that kind of volume you could
11:28
imagine what that looks like
11:30
you know 600 driveways are getting all
11:33
done you’ve got
11:34
you know 15 or 20 vehicles or tractors
11:36
going out
11:37
the call volume and especially a massive
11:40
storm uh
11:42
was unbelievable and the worst was ones
11:44
that they actually the city would shut
11:45
down the main streets to just plow
11:47
trucks and emergency vehicles
11:49
and you’d get so many calls you couldn’t
11:50
go anywhere you literally would get out
11:52
of your driveway and it’d be half a foot
11:53
of snow
11:54
but everybody wanted to know when you’re
11:55
going to be there so the ability to open
11:57
that up and that was one of the things
11:59
in the article
11:59
um that i really loved in snow magazine
12:02
based all around dylan’s uh outfit is
12:04
how he had that transparency the
12:06
communication um
12:07
and in addition how some of he utilized
12:09
the power of service autopilot to go out
12:12
through his estimate process and
12:14
actually communicate
12:15
uh through different mediums such as
12:18
email and text
12:19
so kind of dialing into that dylan now
12:22
that we’ve kind of
12:24
set our marketing play and we’ve kind of
12:26
differentiated ourselves based on the
12:27
equipment we’re using and the different
12:28
features of that equipment and
12:30
the communication uh what did your
12:32
estimating process
12:33
look like and i know you had an
12:35
interesting approach to it so i’ll kind
12:36
of let you explain it but uh
12:38
would you kind of mind breaking that
12:39
down um the estimating process and how
12:42
you
12:42
you broke down the different service
12:43
offerings all inside service autopilot
12:47
yeah for sure so even though our pricing
12:50
was very very upfront and it was visible
12:52
on our website and like i said earlier
12:53
people were calling more so to sign up
12:56
due to even a little bit more limited
12:58
liability when it comes to residential
13:00
snow removal we still had to get every
13:02
single person to sign off on something
13:04
so you’re right uh essentially the the
13:07
only variable that we really needed for
13:09
the driveways
13:10
was driveway size so i know some people
13:12
do
13:13
driveway square footage we simplified it
13:15
even more
13:16
how many cars could you squeeze into
13:18
your driveway um so basically anything
13:20
up to six cars was our standard price a
13:23
couple of years back that was about
13:24
400 500 sorry 499 550ish plus
13:28
tax so we would actually send them a
13:32
proposal
13:33
in service autopilot they kind of have
13:34
this unique installment
13:36
amount field that you can pull from so
13:39
we were able to offer them kind of the
13:40
seasonal rate with the discount
13:43
but then also have a secondary kind of
13:46
merge field at the bottom it said if you
13:48
were looking to break this into
13:50
six installments we also have that
13:52
option and we would
13:54
give them the installment amount and i’d
13:56
say about
13:57
25 percent of people would just respond
13:59
back and say okay i’m going to sign it
14:00
but let’s proceed with option
14:02
two which was essentially the the flat
14:04
rate billing for
14:05
um i think it was either the five or the
14:07
six months of the contract
14:09
um we we’d also have kind of like the
14:11
templated
14:12
services for sidewalk shuffling and
14:14
salting as well
14:15
but we were we were able to get quotes
14:17
out basically within seconds while on
14:19
the phone with people we wouldn’t even
14:20
tell them to like get off of the phone
14:23
because we’d say hey your quote is done
14:25
and we send it over
14:27
they basically accept it right then and
14:29
there as soon as we got the acceptance
14:30
back we’d grab their credit card
14:32
and that was essentially the extent of
14:33
our estimating process our terms were
14:35
right at the bottom
14:37
of the estimate proposal so there was no
14:39
secondary contract that they had to sign
14:41
or anything like that and
14:42
i’m sure most people know but obviously
14:44
it saves the pdf right in their file
14:46
so there was no question as to what they
14:48
were actually accepting
14:50
so just as a quick recap so you’ve got a
14:52
couple different options one for an
14:53
installment or paid up front
14:55
and the process was you basically closed
14:57
them over the phone and to simplify the
14:59
process
14:59
you may have checked it on maps pro or
15:01
pro plus but or maps plus or smart maps
15:03
but
15:04
the idea is to even really create that
15:06
speed so very
15:07
similar what jonathan toshnik of the
15:08
lawn care millionaire talks about those
15:10
are your gateway services the services
15:12
you’re selling over the phone and you’re
15:13
closing them immediately so you took
15:14
that to the next level and said hey
15:16
how many cars can you fit in that
15:17
driveway approximately it’s going to
15:19
come out in the wash
15:20
to get that process going and then you
15:22
had them actually sit on the phone while
15:24
you quoted it live and you
15:25
literally closed them over the phone and
15:27
had them sign and accept the electronic
15:29
signature
15:30
inside service autopilot on their phone
15:31
so i’m assuming probably so you can
15:33
handle any sales or price injections
15:35
when they got to the letter of the law
15:36
in the actual contract itself is that
15:38
is that a fair assessment of the process
15:40
dylan is there anything else we missed
15:42
no you’re 100 bang on and you’re right
15:44
we we did basically pull up the street
15:45
view while we were talking to them
15:47
i mean you can’t really take their word
15:48
for bond about how many driveways they
15:50
think they could
15:51
fit so you’re right we would pull that
15:53
up
15:54
we’d verify the driveway size and that’s
15:56
really all we’d have to enter into the
15:57
estimate
15:58
the pricing would come in based on our
15:59
price matrix and and you’re right we
16:01
would answer any objections write that
16:03
in there
16:04
okay because that seems like a big big
16:06
concern with a lot of people especially
16:07
in the service autopilot ecosystem is
16:09
how do i go out and actually get these
16:10
estimates out there quickly usually it’s
16:12
i got to go bebop around town when i’m
16:14
done doing my
16:15
my aeration and overseeding or my fall
16:17
cleanups and now i’ve got to spend the
16:18
next three hours driving around
16:20
haphazardly looking at all these
16:21
driveways so
16:22
what you’ve done is created this
16:24
on-demand uh buying
16:26
process well before it was really a
16:29
thing in the service industry so that’s
16:30
really interesting i think one of the
16:31
keys to success by watching you
16:34
from afar is the ability to have people
16:36
buy
16:37
immediately um you know over the phone
16:39
or through the website
16:40
through those processes and service
16:41
autopilot so now we’re all accustomed to
16:43
the amazon the netflix the uber
16:45
the doordash like people want it when
16:47
they want it and they want to check it
16:48
off their list so well before that
16:51
major shift in buying habits you know
16:53
dylan’s out here hitting this
16:55
cody you know probably three four years
16:57
before that so that was pretty
16:58
interesting especially in that snow
16:59
magazine article if you check out the
17:00
link it kind of breaks down
17:02
in even greater detail step by step how
17:04
he did that
17:05
um so dylan as we’ve kind of now defined
17:10
the process
17:11
uh you’ve got several hundred plowing
17:13
accounts
17:14
what did that look like in your business
17:16
um to actually go out and renew those
17:18
contracts
17:18
i know at callaghan’s before we put a
17:20
system to it that would be almost a two
17:22
to two and a half month
17:23
process to actually go out to 600
17:26
clients
17:27
um the first couple of rounds is pretty
17:29
easy but then we were literally having
17:30
to get on the phone and chase these
17:32
folks
17:33
and then anybody who didn’t sign back up
17:35
we were trying to go back out
17:37
and fill those gaps so i’m kind of
17:38
curious how you
17:40
tackle that in maxim lawn care it was
17:42
there any tips you could share with us
17:44
for anybody watching right now going out
17:46
to renew their snow removal contracts
17:47
whether it’s
17:48
a smaller company maybe doing 70 or 80
17:50
driveways or a company doing upwards of
17:52
a thousand i mean
17:53
um i’m assuming these tactics will work
17:55
at scale depending where you’re at
17:57
yeah for sure so so we actually tried to
18:01
we were one of the first ones in our
18:02
area to actually try to auto renew
18:05
uh very very common in the south but in
18:08
the northern markets really no one auto
18:10
renews you essentially lose all your
18:12
customers and then you need to re-sign
18:13
everybody back up every spring or every
18:16
fall
18:17
so with our full-year customers we
18:20
really tried to cement
18:21
in their minds that you’re signing up
18:23
you can cancel at any time
18:24
but this is an auto renewing service uh
18:28
how everybody still needs kind of a
18:31
reminder though
18:31
especially if they’re not a full year
18:33
customer that you know you still have
18:35
service with us and we are coming back
18:37
so we kind of uh altered a couple
18:39
automations that we had
18:41
just to remind them so at the end of
18:43
their season we would kind of remind
18:45
them
18:45
you know thank you for being such a
18:46
great customer just
18:48
just a reminder that your services do
18:50
auto renew will be by
18:52
i think it was roughly october 1st to
18:53
stay go your driveway again
18:55
and if you pre-paid we’ll take your
18:56
prepayment at the same time as you did
18:58
last year
18:58
if you paid monthly your monthly
19:00
payments will start at the same time
19:02
but then we would always hit them with
19:03
another automatic email so everybody who
19:05
had the the tractor snow blowing
19:08
in our service autopilot would
19:09
essentially get
19:11
another email usually about september
19:13
just reminding them that you know we’re
19:15
going to come and stake out your
19:16
driveway and all those other things
19:17
again
19:18
so most people were kind of regimented
19:20
to that process
19:22
you’d get a small influx of people that
19:24
you know obviously wanted to cancel
19:26
you can’t please everybody um and then
19:28
other people that wanted to change their
19:29
service or had moved that just hadn’t
19:31
informed you but this email reminded
19:33
them
19:33
and we were pretty much able to by
19:36
september have a fairly accurate count
19:38
of who
19:39
was actually renewing right the the
19:41
amount of people that were basically
19:43
confirmed again we had a valid credit
19:44
card on file
19:45
we hadn’t heard anything back from them
19:48
and
19:48
we almost used that email and then the
19:51
staking
19:52
of their driveway as a way to as a
19:54
secondary reminder to weed out the
19:56
people that potentially didn’t want us
19:58
we’d bill one month in advance for all
20:00
of our monthly customers as well
20:02
so that there was no chance that we were
20:04
showing up
20:06
even though it was an auto renewing
20:07
service there was no chance that we were
20:08
showing up
20:09
come november 1st and then trying to
20:10
charge their card and it was declining
20:12
and they
20:13
never got back to us about wanting the
20:14
service so we tried to reduce the risk
20:17
of
20:17
accounts receivable and and cancels by
20:21
addressing it months months in advance
20:24
dylan sort of a theme that i’ve heard in
20:27
kind of all three of the things that
20:28
we’ve talked about
20:29
is really taking a big load off of the
20:32
office staff
20:34
by by trying to set up processes that
20:36
help customers serve themselves
20:38
make things easier for them it was that
20:41
was like the office’s
20:43
throughput like a big bottleneck for you
20:45
or were you just like
20:46
focused on streamlining everything and
20:48
it just so happens that we’re talking
20:49
about the few things that
20:51
impacted the office no that was a huge
20:55
point of
20:56
like a reason why we made that decision
20:59
by the end of it we had basically about
21:00
a thousand driveways that we were doing
21:03
and that becomes like a pretty momentous
21:05
task to renew all those people
21:07
especially when the conversation for 80
21:10
90
21:10
of them is yep sign me back up you still
21:12
have my credit card right charge it
21:14
they just want the service right so it’s
21:17
it’s kind of
21:18
a little bit foreign that everybody
21:20
still has this these old tactics
21:22
regimented that you need to send them a
21:23
fresh estimate you need to do all these
21:25
things
21:26
right so we really just thought that was
21:29
a little bit crazy to be perfectly
21:30
honest and and we really tried to cement
21:32
in our market that
21:33
if you if you want us we’re going to
21:35
continue to come if you don’t want us
21:37
we’ll we’ll cancel
21:38
and that did lighten the load obviously
21:40
very substantially on the office
21:42
if any of my older office employees are
21:44
are ever listening to this they’ll
21:45
probably laugh because
21:46
we definitely filled up all their time
21:48
with new sales and that was kind of what
21:50
we wanted right to be able to focus on
21:52
new sales and
21:53
continue to grow the business that way
21:55
rather than spend months and months on
21:57
renewals
21:59
awesome so i know i’m just taking a look
22:01
it’s a couple notes here on the other
22:02
screen that i had and basically
22:03
you know you went in and you increa
22:05
increased the efficiency with the
22:07
machines
22:07
uh you started selling early um one
22:10
thing we didn’t touch on um that i’m
22:12
assuming
22:12
is did you use uh any of the database or
22:15
anything
22:16
inside service autopilot fire is um
22:18
automations or even a manual process to
22:20
go in and say hey it looks like you’ve
22:22
got
22:22
either regular lawn mowing or the
22:23
automated lawnmower
22:26
bot service but you don’t have snow
22:28
removal was there any segmentation of
22:30
the database to actually upsell that
22:31
service to kind of create a year-round
22:32
client
22:34
yeah so as you mentioned a little bit of
22:36
shameless self-promotion for simple
22:37
growth i was the
22:39
first automations client i believe that
22:42
they got transferred over to surface
22:43
autopilot when they first had their
22:44
automation so
22:46
that made it very very simple to segment
22:48
based on who actually had the service
22:50
who potentially had canceled the service
22:52
who had gotten a quote for that service
22:54
before so we can kind of start to have
22:56
those different conversations
22:58
but for sure we basically segmented it
23:00
into a couple emails we weren’t
23:02
necessarily bombarding them
23:04
but we made it very very simple for them
23:06
to respond to those emails and
23:08
not necessarily sign up but request the
23:10
quote or book a call to speak to us
23:13
and i forget the exact subject line of
23:16
it
23:16
but um there was one that we we used
23:20
kind of an odd subject line for the very
23:21
very last email that almost made it seem
23:24
as though like
23:24
um i i should have pulled it up but it
23:27
was essentially like there was a mistake
23:29
or something
23:29
and the open rate on that last email was
23:31
just absolutely insane but
23:33
the mistake the play on it was that they
23:35
made a mistake for not hiring us
23:37
but the subject line almost grabbed
23:39
everybody i’ll have to pull that up and
23:41
maybe put that in the notes but
23:43
we did use a segment of a couple emails
23:46
to at least nurture those people
23:47
but then we were also targeting those
23:49
neighborhoods with with postcards
23:51
and um another thing that i wasn’t sure
23:54
we were going to touch on that
23:55
i definitely want to mention is a
23:57
relatively low cost
23:58
option for the marketing was actually
24:00
our driveway markers as well
24:02
so every single one of our tractors was
24:04
orange
24:06
and every single one of our driveway
24:08
markers was orange as well
24:09
so they’re essentially about three
24:11
inches wide by about six feet wide
24:14
and when they’re new to your market they
24:15
look really obscure and kind of ugly
24:18
but eventually everybody kind of got
24:19
over that
24:21
essentially you’d put two on each side
24:23
or one on each side of the driveway to
24:24
mark your driveway and
24:25
yes it helped you find the driveway in
24:28
the middle of the night so you weren’t
24:29
gpsing every house when you can’t really
24:31
see the host numbers
24:32
six foot tall you’re not missing those
24:33
bad boys by the end of the by the end of
24:36
the season sometimes they
24:37
they were hidden um but essentially that
24:41
was also a
24:42
really really key marketing thing right
24:44
so they’ve gotten a couple of these
24:45
postcards they’ve probably gotten some
24:47
of these emails
24:48
um and then they start driving home down
24:51
their street and they see
24:52
six driveways in a row with these
24:53
markers right and this is in like early
24:55
october
24:56
so every day they’re driving past these
24:58
markers and it kind of starts to
25:00
regiment that
25:01
almost every single person on my street
25:02
has these guys so they look at the
25:04
website
25:05
and then they maybe get hit with another
25:06
email or another postcard
25:09
and it just starts to kind of drive
25:10
everything home as like a full-bodied
25:12
approach
25:14
weird cody are you seeing any
25:16
similarities well before jonathan
25:17
patosnick’s talking essay
25:19
5 of dominate your market uh dylan has
25:22
single-handedly i think taking at least
25:24
six of the seven things that jonathan
25:26
broke down in about 45 minutes to
25:28
literally dominate your market
25:30
um so he literally went out through the
25:32
facebook ads and google and casted the
25:34
digital net
25:35
he went to offline marketing to build
25:37
route density through
25:39
door hangers branding through the
25:42
tractors that were all orange and the
25:44
the plow stakes so when jonathan tells
25:46
about his
25:47
his business city turf the lawn care
25:49
company when the things that he scaled
25:50
the 10 million beyond
25:52
an annual revenue residential only was
25:54
that these city turf yellow trucks would
25:56
literally just be dominating these
25:58
they would consistently see them in the
25:59
neighborhoods and that’s all they saw
26:01
very similar if you’ve got a thousand
26:03
driveways and you’ve got these tractors
26:04
i’m seeing they just saw maximum lawn
26:06
care orange in their sleep these things
26:08
are just pumping through reinforcing it
26:10
then you’re hitting them with emails and
26:11
postcards and everything in between so
26:13
it’s really interesting that
26:14
if you’re gonna compare the two
26:15
businesses i think there’s some key
26:16
factors if you’re watching this just
26:18
starting out in snow removal or
26:20
really looking to go out and grow that
26:21
business is it isn’t just one
26:24
secret uh silver bullet it’s a
26:27
combination of things that
26:28
dylan is is so kindly breaking down to
26:30
us but that offline the online to the
26:32
offline marketing
26:34
and then building route density if
26:35
you’re being awareness and going in and
26:36
doing that
26:37
and then taking the pain of actually
26:39
signing up in the estimate process and
26:41
expediting that
26:42
um and those factors at least from
26:44
looking at the outside is what i
26:46
really think amongst some other things
26:47
dylan has been the key to to your
26:49
success is a lot of other people
26:50
using essay and kind of following
26:52
jonathan’s um
26:54
footsteps of that i know obviously uh
26:56
this is well before essay five so i
26:57
gotta you know i gotta give you credit
26:58
man to go out and do your homework and
27:00
figure out these systems and processes
27:02
whether it was through reading or you
27:03
know just coming up on your own
27:05
but really really impressive there how
27:06
you how you did that
27:08
um i guess as we kind of wrap this up
27:10
cody i know if you have any other
27:10
questions but uh
27:12
i guess dylan would be is my question
27:14
would be
27:15
um what would be what you know now if
27:19
you knew it earlier when you first
27:21
started snow removal what would be the
27:22
one or two takeaways
27:24
um in in hindsight like if you knew this
27:26
when you first started
27:28
how would you have changed or what would
27:29
you have done to pivot
27:32
uh that’s a great question so the the
27:34
first thing that kind of comes to mind
27:36
is is just being more selective uh
27:39
when you’re like first starting to grow
27:41
and you’re you’re actually getting some
27:43
traction it’s
27:44
it’s definitely hard to say no to those
27:46
things so if i was to relaunch
27:49
my business i definitely wouldn’t do
27:51
like residential
27:52
plowing and all these other things and
27:54
and even commercial plowing even though
27:56
it definitely uh brings in some nice
27:58
sales
27:59
the level of service that is required
28:02
there compared to these driveways
28:04
is is a complete basically a completely
28:06
different business model
28:07
um so so that i would say would probably
28:10
be
28:11
be the main thing and just really
28:13
focusing in on this one service
28:16
um that was really the key like it was
28:18
more than the 80 20 principle it was
28:20
like the 95
28:22
5 principle if we would have just
28:23
focused on this from day one
28:25
um we would have got a lot farther and
28:27
had way
28:28
way less headaches the only other thing
28:31
i want to touch on is
28:32
is kind of honing in on that a little
28:33
bit more we would take
28:35
rental properties we would take other
28:37
little um
28:38
odd properties like that and that
28:41
actually ended up kind of hurting us in
28:43
a sense
28:44
where and like you said the the influx
28:47
of
28:47
of responses on a big storm can be
28:49
massive well it’s even more massive when
28:51
you’re dealing with rental properties
28:53
that have like six tenants that could be
28:55
kind of trying to contact you right so
28:57
not all thousands of those driveways
28:59
were rental properties but even if
29:01
two 300 of them that could be 1800
29:03
people right there that are
29:05
potentially wondering where these guys
29:07
are and they don’t know the the ins and
29:09
outs of the contract their
29:10
landlord signed either so it definitely
29:13
causes some issues there
29:15
we would have just stuck to cookie
29:17
cutter
29:18
nice neighborhoods with accessible
29:20
driveways
29:22
and the tractor snow blowing and i think
29:25
we would have had a lot more of an
29:26
efficient of a business
29:28
and that’s interesting that you
29:29
mentioned that so standardizing the
29:31
actual type of property that you’re
29:32
servicing so if we’re talking snow
29:34
removal right now
29:35
uh there was a area at callaghan’s as
29:37
well so we had
29:38
unbelievable route density it was an
29:40
older neighborhood and we had originally
29:42
started where literally it had to be a
29:44
square driveway an
29:45
idea was 12 to 1300 square feet but we
29:47
had such
29:48
great density with the lawn care in this
29:50
area and it was really older homes that
29:51
we thought well
29:52
this would just make sense it’s going to
29:53
be low hanging through but what we found
29:55
is
29:56
when we got out of our perfect product
29:58
fit just like you’re mentioning dylan
30:00
some of these driveways sweeped around
30:01
the side of the house they’re up against
30:02
a house
30:03
they had to drive the house and then the
30:05
driveway the garage was off like kitty
30:07
corner on a 45
30:08
so we didn’t ever really have issues of
30:11
plows rubbing up against the sides of
30:12
houses hitting garage doors things like
30:14
that
30:15
and when we got away from the
30:17
standardization of what we were good at
30:18
what the equipment was set up for
30:20
we had the same issues i mean we had one
30:22
truck that was buried behind a house
30:24
literally for like seven or eight hours
30:25
and a
30:25
storm of like over a foot of snow but it
30:27
was because we got out of what we were
30:29
good at we kind of got greedy and
30:30
thinking like well
30:32
if we if we stretch this out a little
30:33
bit we can even get more work so
30:35
i think that’s a big takeaway not only
30:37
for snow removal for lawn care and home
30:39
cleaning as well
30:40
uh but particularly for snowmobile if
30:42
your equipment is not set up for and you
30:43
haven’t standardized it
30:45
that’s a big issue and i guess we didn’t
30:48
really talk about this beforehand a
30:50
little bit um
30:51
based on the standardization of your
30:53
equipment and standardization
30:54
particularly
30:55
if you’re to do it again of the actual
30:57
driveways
30:58
um did that lead to any uh i guess
31:02
benefits in your training as far as
31:04
being able to standardize the training
31:06
as well and what did that look like
31:07
because
31:08
you know with snow removal with plowing
31:10
occasionally you’ll see some guys or
31:12
girls get
31:13
like real dry soil or maybe some loose
31:15
gravel
31:16
and at least be able to manipulate what
31:18
that looks like because you can’t train
31:20
until it snows and when it snows you got
31:21
to be out there so
31:23
was there the ability um to at least
31:26
train folks on those tractors before you
31:28
had a snowfall and
31:29
in in since you’ve trained folks on the
31:31
tractor versus
31:32
the plow what’s the difference i
31:34
obviously don’t know but i mean i’m
31:36
assuming there’s got to be a bit of a
31:37
different learning curve
31:38
or is it the same no definitely
31:41
different learning curve
31:42
and the other thing i didn’t mention was
31:44
every single one of our tractors is
31:46
hydrostatic so there was no gears to
31:49
shift
31:50
anything like that you’d see on larger
31:52
tractors basically if you could drive
31:54
like a go-kart you could probably drive
31:56
one of these tractors
31:57
in a couple minutes now you’re not going
32:00
to be perfect doing 20 30 40 driveways
32:03
an hour
32:04
but you’re going to be able to go out
32:06
there and actually do it so
32:08
that definitely shortened our learning
32:10
curve and our training
32:12
down quite substantially uh definitely
32:15
compared to a plow truck where you
32:17
you definitely need to be more careful
32:19
and there’s so many more factors then
32:21
simply just back in
32:22
drop it turn on the pto and and drive
32:25
out
32:26
so we were able to basically train
32:28
someone up to be functional on a
32:30
driveway not super efficient i’d say
32:32
within like 20 to 30 minutes
32:34
but for them to become an expert
32:36
obviously there was
32:37
a couple weak learning curve so we would
32:39
always try to
32:41
get those people out quite early uh
32:43
during the storms but
32:45
honestly i’m sure you’ve experienced
32:47
this too no matter what amount of
32:49
training it seemed like we did
32:50
before the the season began the
32:53
uh the first storm is always interesting
32:56
to say the least and i kind of got
32:58
first-hand action with that again
32:59
actually helping the company that had
33:01
bought me out um
33:03
last year during the first storm of the
33:05
season so
33:06
it was a pretty interesting perspective
33:09
just just talking about this i got the
33:10
snow anxiety
33:11
kicking in already so i if you’ve never
33:14
plowed snow or run a business
33:15
um you know you don’t know what snow
33:18
anxiety is but anybody’s watching this
33:20
knows if you
33:21
i don’t care how big the business is how
33:22
removed you are
33:24
if you’ve sold your business i will tell
33:25
you uh even after going on two years now
33:28
with callahan’s
33:28
uh being acquired i still wake up in the
33:31
middle of night when i see snow and i
33:32
get the i get the snow anxiety i’m like
33:34
a little kid licking the window like
33:35
oh it’s snowing uh what’s going on out
33:38
there so it’s interesting that
33:39
uh you know there’s such commonalities
33:41
no matter where in the market
33:42
um but as we’re talking about that
33:44
equipment in that train deal and i also
33:46
i guess
33:46
uh naively want to know because a lot of
33:48
people are intrigued by the equipment
33:49
set up
33:50
what’s it look like far as visibility so
33:52
not being a tall guy myself sometimes
33:54
i’d have to get the old uh
33:56
phone book out of the old uh you know
33:57
out of the house and be able to put it
33:58
underneath you so i can see over the
33:59
back of the truck and
34:01
when i’m backing up so what’s that look
34:03
like are those seats adjustable
34:04
is it i’m assuming it’s almost a glass
34:06
cab 360.
34:07
so are you having better visibility is
34:09
it just is it safe or is it easier to
34:11
manipulate
34:12
around those driveways yeah it’s great
34:14
visibility compared to a truck for sure
34:17
and the other thing that people don’t
34:18
realize about the tractors is most time
34:20
you think of a tractor you think it has
34:21
like the
34:22
the the plow attachment in the front
34:25
and like maybe something in the back
34:27
well all we had on the front was
34:29
basically
34:29
i think it’s about eight suitcase
34:31
weights and they’re right down near the
34:33
tires
34:34
so you had literally full visibility out
34:36
in front of you there was no bucket
34:38
anything like that so the
34:39
maneuverability and the visibility was
34:42
completely night and day compared to uh
34:45
compared to a plow truck for sure
34:47
the other thing too is you back in with
34:49
these blowers because they’re inverted
34:51
so you you back into the garage and then
34:52
you drive forward
34:54
uh so you’re never backing out onto a
34:57
road like you would
34:58
with a plow truck which is very very
35:00
common you’re always driving
35:01
forward out onto the road which
35:04
definitely helps quite a bit
35:06
you know inevitably you’re going to be
35:07
doing some plowing during the day
35:10
on a busy road and backing up you know
35:12
you could be stuck in a driveway for
35:14
easily 20 minutes but
35:15
if you can pull out quickly you’re able
35:17
to actually kind of squeeze out do it
35:19
and then maybe back in if you need to do
35:20
another pass so
35:22
there are so many benefits if anybody is
35:24
looking to
35:25
to actually implement this i definitely
35:27
definitely recommend it
35:30
awesome cody any closing thoughts here
35:32
or questions for dylan um i know it’s
35:34
it’s a little bit outside your realm
35:35
with snow and probably the most snow and
35:36
ice you’ve seen is probably in a snow
35:38
cone but uh
35:41
we’ve definitely seen enough of the you
35:43
know the the service autopilot ecosystem
35:45
in this
35:46
in industry and it continues to grow um
35:49
i remember my talk in front of 4 500
35:51
people at
35:51
asca um last year in pittsburgh in the
35:54
top 100 there for the snow contractors
35:56
um that industry and the technology and
35:59
everything that’s going on continues to
36:01
evolve
36:02
um and i know a lot of people that work
36:04
with simple growth as a certified
36:06
advisor
36:06
um recently like right now the big push
36:09
is i need to get these estimates set up
36:11
or the contracts set up
36:12
for snow so is there anything that
36:14
you’re seeing in the on the essay side
36:15
of things that
36:16
would be applicable to dillon or just
36:18
thoughts or comments before we uh wrap
36:19
it up here in a bit
36:21
yeah actually i had one more question
36:22
for dylan as
36:24
someone who clearly has like really
36:27
wrapped their brain
36:28
around marketing for service businesses
36:32
what do you recommend other business
36:34
owners
36:35
read or watch like is there something
36:37
that like really sticks out as like a
36:39
turning
36:40
point for how you thought about
36:41
marketing
36:43
uh that is a great question so honestly
36:46
not so much um like books per se
36:49
with regards to my specific snow removal
36:52
or marketing strategy for that
36:54
but the one thing that that kind of
36:57
comes to mind is like
36:58
there’s people doing this whether it’s
37:00
snow removal or something else there’s
37:02
someone that’s doing it that’s doing a
37:03
really really good job at it
37:05
so you don’t need to completely reinvent
37:07
the wheel
37:09
and you know being a first mover in a
37:11
market is great but sometimes being a
37:13
second or a tenth mover is actually even
37:16
better you can take like the best parts
37:18
of each one of these businesses
37:20
and implement them right from the get-go
37:22
rather than making all these mistakes so
37:24
whether it comes to marketing or the
37:26
actual business process
37:28
there’s people out there in like ottawa
37:30
and montreal specifically and lots of
37:32
places all throughout ontario
37:34
doing this and doing this amazingly well
37:37
so you can definitely replicate those
37:39
models and marketing models to to have
37:41
success right out of the gate
37:44
awesome awesome feedback guys i know a
37:46
lot a lot of people in the states right
37:47
now are looking at this and trying to
37:48
figure it out
37:49
uh there’s one guy locally that i think
37:51
he’s got one tractor he’s kind of got it
37:52
dialed in but i don’t think
37:54
the ability to scale that has really
37:55
been done at least in
37:57
um in my market and right now we’re the
38:00
third
38:00
rochester new york actually is the third
38:02
largest snowfall mark in the whole
38:03
united
38:04
states so if it hasn’t really been
38:06
adopted here i think that
38:07
at least the states this is uh kind of
38:10
the next shift of snow removal and one
38:11
thing you didn’t hit on dylan that i i
38:13
always felt that was an issue
38:14
at least in our market is was the turf
38:16
damage significantly less with these
38:18
snowblowers
38:19
and i know sometimes in a rough winter
38:20
we would be literally spending thousands
38:23
and thousands of dollars just in
38:24
materials
38:25
not even including the labor to fix
38:27
these lawns we destroyed
38:28
yeah that was uh definitely something we
38:30
had plastered all over our marketing
38:32
materials as well
38:34
just to kind of put some some scarcity
38:36
into to people’s minds
38:37
maybe not scarcity is the correct word
38:39
but
38:41
people even though it might not be 100
38:43
true they associate plows
38:45
with potentially after you implement
38:47
these
38:48
these tractors with special cutting
38:50
edges people associate these
38:52
plows with damaging driveways whether
38:55
it’s
38:55
asphalt or interlock versus these
38:59
tractors that have kind of
39:00
special uhmw kind of hard and plastic
39:04
blades that won’t scratch the interlock
39:06
so as soon as you kind of start
39:07
cementing that in people’s minds that
39:09
hey we’re not going to damage the
39:10
driveway
39:11
and there’s no need to drive on your
39:13
lawn like a plow
39:14
where you actually do need to push the
39:16
snow considerably far back
39:18
um they instantly start thinking about
39:20
this is the only reasonable option to do
39:22
it as long as the price is
39:24
is valid and then when they see the
39:25
price and the amount of service that
39:27
they can get because you’re so much more
39:29
efficient
39:30
it almost sells itself so that’s awesome
39:33
awesome dylan appreciate you dropping
39:35
some knowledge on us here
39:37
um obviously uh cody thanks for joining
39:40
us as well today uh essay weekly here
39:42
coming up
39:43
we’ve got a special guest uh hopefully
39:45
going to be announcing later
39:47
uh next week um headliner and then the
39:49
following week we’ll be diving into
39:50
accounting
39:52
and um financial numbers as well so kind
39:54
of
39:55
rounding it out if you have any
39:56
suggestions if you’re watching the essay
39:58
weekly talk show on facebook live or the
39:59
podcast
40:00
feel free to drop us a note of any
40:02
suggestions um
40:04
that you’re doing and as well uh don’t
40:06
forget if you are part of the sa
40:07
ecosystem we’ve got
40:08
uh sa thrive the basically on-demand
40:12
digital um
40:13
conference basically that is going to be
40:15
going live i believe november uh is it
40:17
10th and 11th coding
40:19
i believe you are correct i don’t have
40:21
the data i believe it is but right in
40:22
the beginning of november as always
40:24
uh obviously this would have been essay
40:26
seven but uh some individuals like
40:27
myself are
40:28
are some long time goers haven’t missed
40:30
one so i think essay probably made a
40:31
decision that uh
40:32
this would be essay thrive so hopefully
40:34
if covet is dying down and we’re back in
40:37
shape next year we can have sa7 proper
40:39
and uh
40:39
we can get the pin that we’ve been to
40:40
all seven so we are
40:42
officially saying that sa7 is delayed
40:46
to next year and this is kind of a a
40:48
whole separate
40:49
event but honestly it’s going to be just
40:52
as good
40:53
as as a normal conference except you
40:55
don’t have to buy a plane ticket you
40:56
don’t need a hotel room
40:58
you can i mean if you want to travel
41:00
somewhere you can
41:01
because uh it’ll all be online you can
41:03
watch it from acapulco if you want
41:06
love it but absolutely excited marcus
41:07
sheridan going to be the keynote speaker
41:09
martha woodward one of the certified
41:10
advisors
41:11
uh going to be doing one of the headline
41:13
talks myself as well i’ll represent
41:15
simple growth
41:16
i’m going to have jonathan toshnik a
41:18
whole bunch of the service autopilot
41:19
team is going to be out talking as well
41:21
among some other probably late arrivals
41:23
that are soon to be announced so
41:25
if you haven’t checked it out the early
41:26
bird pricing is still in effect
41:29
that can be found on the service
41:30
autopilot website as well so
41:32
we will see you again next week essay
41:33
weekly talk show 1 p.m eastern 12 p.m
41:36
central
41:36
dylan cody thanks once again and we’ll
41:38
see you guys next week
41:40
see ya see ya
41:46
if you like this show you might want to
41:48
check out our resources at
41:51
www.startsimplegrowth.com
41:53
while you’re there enter to win an
41:54
estimator chatbot
41:56
mike callahan is available for private
41:59
coaching

Callahan’s Corner: Displaying Estimate Pricing in Service Autopilot

Video Transcript

00:02
Welcome back to Callahan’s
00:03
Welcome back to Callahan’s corner, where you ask a
00:05
corner, where you ask a question we answer them live
00:06
question we answer them live right here on Facebook so
00:08
right here on Facebook so question that was submitted in
00:09
question that was submitted in the service Autopilot user
00:12
the service Autopilot user group today was how do we go in
00:13
group today was how do we go in and set up best practice for
00:15
and set up best practice for say a good better best
00:18
say a good better best scenario? Uh gentlemen had an
00:19
scenario? Uh gentlemen had an issue because when he did a
00:21
issue because when he did a good better best scenario uh it
00:22
good better best scenario uh it created a subtitle and tax and
00:25
created a subtitle and tax and a total below that and at the
00:28
a total below that and at the bottom of that, it looked like
00:29
bottom of that, it looked like sticker shock and I’m going to
00:30
sticker shock and I’m going to guess and read between the
00:31
guess and read between the lines at the bottom of the
00:33
lines at the bottom of the document. That was also a
00:35
document. That was also a subtitle um that showed up
00:36
subtitle um that showed up right. The acceptance signature
00:40
right. The acceptance signature on the view my proposal service
00:41
on the view my proposal service autopilot, so what we wanted to
00:42
autopilot, so what we wanted to do is go in and kinda demystify
00:45
do is go in and kinda demystify the different ways of using
00:47
the different ways of using service Autopilot estimate
00:49
service Autopilot estimate settings for the grid where
00:50
settings for the grid where they actually uh display the
00:53
they actually uh display the service and how we can
00:54
service and how we can customize and manipulate that
00:55
customize and manipulate that and as well um go in and change
00:58
and as well um go in and change the uh estimate total at the
01:00
the uh estimate total at the bottom and I’m gonna show you
01:01
bottom and I’m gonna show you some best practice there
01:02
some best practice there because uh in most, I’d say 99%
01:04
because uh in most, I’d say 99% of the cases when we work with.
01:08
of the cases when we work with. Uh businesses in service
01:08
Uh businesses in service Autopilot as a certified
01:10
Autopilot as a certified adviser, whether it’s an hourly
01:12
adviser, whether it’s an hourly rate or need a new or virtually
01:14
rate or need a new or virtually now need to deal with uh in our
01:16
now need to deal with uh in our d, two one-day or two-day deep
01:17
d, two one-day or two-day deep dive. Uh these are things that
01:19
dive. Uh these are things that come up. so once we’ve get the
01:20
come up. so once we’ve get the services and the pricing
01:21
services and the pricing matrix, the estimate the
01:22
matrix, the estimate the descriptions all the good stuff
01:23
descriptions all the good stuff we need how do we go in and set
01:25
we need how do we go in and set up the estimate so it displays
01:28
up the estimate so it displays properly um and II mean we’ve
01:29
properly um and II mean we’ve probably seen I’d say eight to
01:32
probably seen I’d say eight to ten uh different ways that
01:34
ten uh different ways that people display these things in
01:35
people display these things in their estimates. They come over
01:37
their estimates. They come over to service Autopilot or if
01:39
to service Autopilot or if they’ve been using service
01:40
they’ve been using service Autopilot for a little a little
01:41
Autopilot for a little a little time or a long time. um they’re
01:44
time or a long time. um they’re not too sure how to make this
01:44
not too sure how to make this happen. so what I’m gonna do is
01:45
happen. so what I’m gonna do is kinda demystify How to show
01:48
kinda demystify How to show your pricing the subtle if you
01:49
your pricing the subtle if you want it in the bottom of how to
01:51
want it in the bottom of how to actually go in and uh give you
01:52
actually go in and uh give you some best practice to Season
01:56
some best practice to Season obviously going into 21, this
01:56
obviously going into 21, this is gonna be applicable so what
01:58
is gonna be applicable so what I’m gonna do is uh open it up
01:59
I’m gonna do is uh open it up as we always do and show the
02:02
as we always do and show the screen if you have any comments
02:03
screen if you have any comments or questions regarding pricing
02:05
or questions regarding pricing how to display pricing your
02:06
how to display pricing your estimate grids um in service
02:08
estimate grids um in service Autopilot, I’m happy to answer
02:10
Autopilot, I’m happy to answer those live or in the recorded
02:11
those live or in the recorded version here but um kinda dive
02:13
version here but um kinda dive into this here for you real
02:14
into this here for you real quick. So the first thing I’ve
02:17
quick. So the first thing I’ve got on my screen here is I’m
02:19
got on my screen here is I’m going to the gear icon and I’m
02:22
going to the gear icon and I’m going to estimate settings. so
02:26
going to estimate settings. so this is the first place that
02:27
this is the first place that you would want to go here so
02:29
you would want to go here so this is going to be the default
02:31
this is going to be the default in service Autopilot so after
02:32
in service Autopilot so after the price is shown at the
02:34
the price is shown at the bottom, there’s a sub total. so
02:37
bottom, there’s a sub total. so once again, the Gentleman said,
02:38
once again, the Gentleman said, it’s it’s sticker shock cuz it
02:40
it’s it’s sticker shock cuz it took everything from the
02:42
took everything from the estimate in subtitle it out. Uh
02:43
estimate in subtitle it out. Uh I highly recommend do not. At
02:45
I highly recommend do not. At unless there’s a particular use
02:47
unless there’s a particular use case scenario that you want
02:50
case scenario that you want that in there so by default,
02:52
that in there so by default, you’re gonna see this show
02:54
you’re gonna see this show subtitle on view my proposals
02:55
subtitle on view my proposals so that’s the estimate system.
02:57
so that’s the estimate system. so we wanna dissect that as
02:59
so we wanna dissect that as best practice if you want
03:00
best practice if you want electronic signature, you wanna
03:01
electronic signature, you wanna allow capture on my view
03:04
allow capture on my view proposals. so you’re gonna have
03:05
proposals. so you’re gonna have that checked now if you’re
03:07
that checked now if you’re doing installments, we can go
03:08
doing installments, we can go in and put in the number of
03:09
in and put in the number of installments by default and we
03:13
installments by default and we also probably wanna go in where
03:13
also probably wanna go in where it says as default estimate
03:16
it says as default estimate items as one unchecked right
03:17
items as one unchecked right now by default when you start
03:19
now by default when you start service Autopilot, it’s going
03:19
service Autopilot, it’s going to be checked We want. Like
03:22
to be checked We want. Like that, so the consumer has to
03:24
that, so the consumer has to check on those checkbox to
03:25
check on those checkbox to select the service that they
03:27
select the service that they want now the last thing I would
03:28
want now the last thing I would recommend if you once you’re on
03:29
recommend if you once you’re on the screen on the gear kind
03:31
the screen on the gear kind settings is we’ve got view my
03:33
settings is we’ve got view my proposal subtitles turned off
03:35
proposal subtitles turned off the signatures on We’ve got
03:37
the signatures on We’ve got default estimates as one
03:39
default estimates as one unchecked set up the number of
03:40
unchecked set up the number of installments if you ever have
03:42
installments if you ever have dynamic um installment on your
03:44
dynamic um installment on your estimate and then the last
03:45
estimate and then the last thing is you look at it. Print
03:47
thing is you look at it. Print package items is gonna be
03:48
package items is gonna be empty. You’re gonna click on
03:50
empty. You’re gonna click on this and what I’m gonna
03:51
this and what I’m gonna recommend is package item total
03:53
recommend is package item total only that is gonna waive
03:55
only that is gonna waive getting. From the additional
03:57
getting. From the additional sticker shock, I’ve seen the
03:58
sticker shock, I’ve seen the whole package. It’s gonna break
03:59
whole package. It’s gonna break it up per visitor per round, so
04:01
it up per visitor per round, so those are the things that the
04:03
those are the things that the gear icon settings I’d
04:04
gear icon settings I’d recommend now. the next thing
04:06
recommend now. the next thing is you’re gonna go into the
04:07
is you’re gonna go into the gear icon. Now we’re gonna go
04:09
gear icon. Now we’re gonna go into where the actual prices
04:11
into where the actual prices are displayed in the estimate
04:14
are displayed in the estimate document editor. It’s called
04:15
document editor. It’s called dynamic content in this part of
04:17
dynamic content in this part of the system. It’s called grid
04:19
the system. It’s called grid little confusing, so you’re
04:20
little confusing, so you’re asking grid and your dynamic
04:22
asking grid and your dynamic content are identical and I can
04:23
content are identical and I can show you what that looks like.
04:26
show you what that looks like. Here uh but the main thing is I
04:26
Here uh but the main thing is I wanna show you how to
04:27
wanna show you how to manipulate these things so
04:29
manipulate these things so we’re gonna go in and type in
04:32
we’re gonna go in and type in grid grid, not invoice grid,
04:33
grid grid, not invoice grid, but the grid now invoice grid
04:35
but the grid now invoice grid will help you manipulate how
04:37
will help you manipulate how your or your invoices are
04:38
your or your invoices are shown, but this video is gonna
04:39
shown, but this video is gonna be answering the question asked
04:41
be answering the question asked grid. So obviously I’ve got a
04:42
grid. So obviously I’ve got a whole bunch of ones here and
04:43
whole bunch of ones here and I’ve got some of the
04:44
I’ve got some of the marketplace. I’ve got that MP
04:46
marketplace. I’ve got that MP off but we’re gonna do is go in
04:47
off but we’re gonna do is go in and arid. I’m gonna just go in
04:49
and arid. I’m gonna just go in default and grab this. what you
04:50
default and grab this. what you got here is um this custom
04:54
got here is um this custom grid. so I’m just gonna call
04:54
grid. so I’m just gonna call this our test uh Facebook. Name
04:58
this our test uh Facebook. Name that out and right now, we’ve
05:01
that out and right now, we’ve got main and service
05:03
got main and service subscription quantity rate and
05:05
subscription quantity rate and amount. so first thing is how
05:06
amount. so first thing is how do you want to display? I’d say
05:08
do you want to display? I’d say about 95% of the ones that we
05:09
about 95% of the ones that we set up and almost 100% in my
05:12
set up and almost 100% in my company literally had it set up
05:13
company literally had it set up like this now when you toggle
05:15
like this now when you toggle table to paragraph most people
05:17
table to paragraph most people don’t realize this, but you can
05:18
don’t realize this, but you can actually have a paragraph
05:19
actually have a paragraph version of this as well and
05:21
version of this as well and grab this little green icon and
05:22
grab this little green icon and pull and lower those. this is
05:24
pull and lower those. this is kind of a preview of what it
05:25
kind of a preview of what it looks like so sometimes for
05:27
looks like so sometimes for holiday lights. This may be a
05:29
holiday lights. This may be a way you wanna show this, but
05:29
way you wanna show this, but this example, most people are
05:31
this example, most people are gonna use the table. Uh we can
05:33
gonna use the table. Uh we can do the text If we want, it’s a
05:35
do the text If we want, it’s a new time, we can change that um
05:37
new time, we can change that um or we can stick with the
05:38
or we can stick with the default of uh say aerial now
05:41
default of uh say aerial now you can drag and drop this the
05:43
you can drag and drop this the quantity could be before the
05:44
quantity could be before the rate or the amount uh these are
05:46
rate or the amount uh these are dragon drops so that you can
05:47
dragon drops so that you can manipulate this now you can
05:49
manipulate this now you can also go in and highlight this
05:53
also go in and highlight this header so instead of name of
05:54
header so instead of name of description, it could be uh.
06:00
description, it could be uh. Service, Whatever it is, I’m
06:00
Service, Whatever it is, I’m gonna type disturbance and a
06:02
gonna type disturbance and a name description uh so service
06:04
name description uh so service item now rate and quantity.
06:07
item now rate and quantity. Maybe I don’t want those and
06:08
Maybe I don’t want those and I’m assuming in most areas for
06:09
I’m assuming in most areas for landscape maintenance and
06:11
landscape maintenance and cleaning. You’re not gonna have
06:12
cleaning. You’re not gonna have this so what we do is scroll
06:12
this so what we do is scroll down here and we remove the
06:15
down here and we remove the rate and remove the quantities
06:16
rate and remove the quantities Now you’ve got your service
06:17
Now you’ve got your service item or service uh quote and
06:20
item or service uh quote and you’ve got your amount so you
06:21
you’ve got your amount so you have the two of them there once
06:22
have the two of them there once again that header you can click
06:24
again that header you can click in there and change that to or
06:27
in there and change that to or say whatever you want now the.
06:29
say whatever you want now the. In the Callahan’s corner was
06:31
In the Callahan’s corner was well, I’ve got some total tax
06:33
well, I’ve got some total tax in total here and what it’s
06:35
in total here and what it’s gonna do is calculate all of
06:37
gonna do is calculate all of the services lined up and they
06:38
the services lined up and they select them. so what we’re
06:41
select them. so what we’re gonna do is recommend is go in
06:45
gonna do is recommend is go in and show the grid lines and
06:45
and show the grid lines and then the next thing we’re gonna
06:47
then the next thing we’re gonna do is scroll down and put our
06:49
do is scroll down and put our grid lines in here but what I’m
06:51
grid lines in here but what I’m gonna recommend is uh where it
06:53
gonna recommend is uh where it says show subtitle. I’m gonna
06:55
says show subtitle. I’m gonna get rid of that now If we have
06:57
get rid of that now If we have discounts, we can show that as
06:59
discounts, we can show that as well uh but I. Right now is get
07:02
well uh but I. Right now is get rid of the tax and the grand
07:05
rid of the tax and the grand total and have it just like
07:06
total and have it just like this and the reason being is
07:08
this and the reason being is you’re gonna have that sticker
07:08
you’re gonna have that sticker shock that confusion now what
07:10
shock that confusion now what you’re gonna do is if you do
07:12
you’re gonna do is if you do charge sales tax at the bottom
07:13
charge sales tax at the bottom of your estimate document we’d
07:14
of your estimate document we’d have a little saying. Hey, this
07:16
have a little saying. Hey, this includes a New York state sales
07:18
includes a New York state sales tax, plus whatever you agreed
07:20
tax, plus whatever you agreed to, but this is gonna be the
07:21
to, but this is gonna be the cleanest nicest way to display
07:24
cleanest nicest way to display your services in um service
07:27
your services in um service auto pilot. Now we can go in
07:28
auto pilot. Now we can go in and manipulate the colors and
07:30
and manipulate the colors and the grid lines um so maybe we
07:32
the grid lines um so maybe we wanted to make this grid lines
07:32
wanted to make this grid lines red um not too. You would, but
07:36
red um not too. You would, but it maybe you did um so we can
07:37
it maybe you did um so we can go in and customize the view of
07:40
go in and customize the view of this whole entire product here.
07:42
this whole entire product here. So what’s gonna happen is this
07:44
So what’s gonna happen is this here is your dynamic content to
07:46
here is your dynamic content to the estimate grid is a dynamic
07:48
the estimate grid is a dynamic content. so in the documentary
07:49
content. so in the documentary we pull and drag that in that’s
07:51
we pull and drag that in that’s where your prices are displayed
07:52
where your prices are displayed the estimate um settings the
07:57
the estimate um settings the subtitle is on the bottom of
07:59
subtitle is on the bottom of view my proposal that page
08:01
view my proposal that page where it subtitles everything
08:03
where it subtitles everything that’s been selected um and
08:04
that’s been selected um and that is gonna be con. For the
08:07
that is gonna be con. For the consumer and it’s also gonna
08:07
consumer and it’s also gonna create sticker shock so you
08:08
create sticker shock so you don’t in my opinion you do not
08:10
don’t in my opinion you do not want to do that so first thing
08:11
want to do that so first thing if you’re setting service
08:13
if you’re setting service autopilot if you want to
08:14
autopilot if you want to recreate your process go to the
08:15
recreate your process go to the gear icon estimate settings
08:18
gear icon estimate settings turn this off as some items is
08:21
turn this off as some items is one uncheck that if you’re
08:22
one uncheck that if you’re using packages uh packaged item
08:25
using packages uh packaged item total only and we would wanna
08:28
total only and we would wanna go in and um hit those areas
08:33
go in and um hit those areas now if you’re in.
08:38
And instant here and let me
08:39
And instant here and let me pull this up. so I’m gonna go
08:41
pull this up. so I’m gonna go to the gear icon Document
08:42
to the gear icon Document editor and I’m gonna show you
08:44
editor and I’m gonna show you just where this piece comes in
08:45
just where this piece comes in just so you can see it.
08:50
So if we go in to add a
08:53
So if we go in to add a document and we grab the
08:54
document and we grab the document type of an estimate uh
08:57
document type of an estimate uh first thing we’re gonna do is
08:58
first thing we’re gonna do is grab the estimate type of the
08:59
grab the estimate type of the document and that’s gonna
09:00
document and that’s gonna create some things where we
09:02
create some things where we have to connect uh the system
09:03
have to connect uh the system so you’re gonna go in and
09:05
so you’re gonna go in and select the estimate uh document
09:07
select the estimate uh document it’s gonna be tied into an
09:09
it’s gonna be tied into an email and ask acceptance email
09:13
email and ask acceptance email um and those are gonna be the
09:14
um and those are gonna be the two main parts that you need.
09:15
two main parts that you need. So once you go in here, we’re
09:16
So once you go in here, we’re gonna select that document type
09:18
gonna select that document type of an estimate and we would
09:19
of an estimate and we would name.
09:23
Email. We’d go in and connect
09:24
Email. We’d go in and connect you to the email in the system
09:26
you to the email in the system so this email would be the
09:29
so this email would be the email goes out to say Hey,
09:30
email goes out to say Hey, thanks for requesting estimate.
09:32
thanks for requesting estimate. Click here to um you see your
09:35
Click here to um you see your pricing so let me see what
09:37
pricing so let me see what we’ve got in here uh. So here’s
09:43
we’ve got in here uh. So here’s a test email that as a
09:44
a test email that as a confirmation email is the email
09:46
confirmation email is the email once they accept the estimate
09:47
once they accept the estimate that automatically triggers.
09:48
that automatically triggers. It’s like hey Missus Smith.
09:52
It’s like hey Missus Smith. We’ve acknowledged won this
09:53
We’ve acknowledged won this awesome or accepted it will be
09:54
awesome or accepted it will be out. so once you’ve got this
09:55
out. so once you’ve got this here, you’ve got a lot of
09:57
here, you’ve got a lot of people also asking in service
09:58
people also asking in service Autopilot ecosystem. How do I
09:59
Autopilot ecosystem. How do I include a PDF or not include a
10:01
include a PDF or not include a PDF of the estimate in the
10:02
PDF of the estimate in the email? So this is it right here
10:04
email? So this is it right here we toggle that on and off so if
10:06
we toggle that on and off so if you want a attachment in the
10:08
you want a attachment in the email of the estimate, that’s
10:10
email of the estimate, that’s how you do it. If you don’t you
10:10
how you do it. If you don’t you toggle it off and then we’d hit
10:12
toggle it off and then we’d hit so what’s gonna. Here is a
10:14
so what’s gonna. Here is a estimate um document canvas.
10:18
estimate um document canvas. Now we’ve got a lot of videos
10:19
Now we’ve got a lot of videos around the document editor, but
10:20
around the document editor, but the one thing I do wanna hit on
10:22
the one thing I do wanna hit on here is I’m gonna use the blank
10:23
here is I’m gonna use the blank template but what I’m gonna do
10:25
template but what I’m gonna do is go in and drag this drag and
10:26
is go in and drag this drag and drop builder in here and you
10:29
drop builder in here and you can grab some structure so up
10:30
can grab some structure so up here. We’d have some tax we
10:33
here. We’d have some tax we have their name their address
10:35
have their name their address uh estimate number how good
10:37
uh estimate number how good it’s uh how long it’s
10:38
it’s uh how long it’s available, but the main thing
10:39
available, but the main thing is under content when we go
10:40
is under content when we go into the middle of the document
10:42
into the middle of the document here this dynamic. When we
10:44
here this dynamic. When we click on this is the place
10:47
click on this is the place where the prices is displayed
10:49
where the prices is displayed and if we scroll down our uh
10:53
and if we scroll down our uh Facebook uh estimate is in
10:55
Facebook uh estimate is in here. We plugged that in uh the
10:59
here. We plugged that in uh the main thing is when you’re done
11:01
main thing is when you’re done as this anytime you go into it.
11:02
as this anytime you go into it. We need to go and delete this
11:04
We need to go and delete this drag the content back in and
11:06
drag the content back in and hit save and that will save the
11:07
hit save and that will save the documents so comment your
11:09
documents so comment your questions drop below Callahan’s
11:10
questions drop below Callahan’s corner. You ask the questions
11:11
corner. You ask the questions we answered live right here on
11:13
we answered live right here on Facebook everything today
11:14
Facebook everything today around estimate settings and
11:16
around estimate settings and estimate price displaying and
11:18
estimate price displaying and how to customize it to the way
11:19
how to customize it to the way you wanna show your documents
11:21
you wanna show your documents and pricing in your service.
11:22
and pricing in your service. Autopilot account. We’ll see
11:23
Autopilot account. We’ll see you again tomorrow on

What You Need To Know Before Hiring a Person to Run/Manage Your Business

Video Transcript

00:00
Hey Mike Callahan wanted to
00:02
Hey Mike Callahan wanted to make a quick video. I had a
00:04
make a quick video. I had a question submitted on
00:04
question submitted on Callahan’s last week of what
00:08
Callahan’s last week of what should you do or what are the
00:10
should you do or what are the skill sets you need to look for
00:12
skill sets you need to look for when going to hire someone to
00:14
when going to hire someone to run or manage your service
00:16
run or manage your service business? Well, I’ve had the
00:17
business? Well, I’ve had the pleasure of hiring several
00:18
pleasure of hiring several individuals to actually run my
00:20
individuals to actually run my company um Callahan’s lawn care
00:23
company um Callahan’s lawn care and I’m in my mastermind groups
00:25
and I’m in my mastermind groups and different people. I’ve met
00:26
and different people. I’ve met with uh we’ve had very similar
00:28
with uh we’ve had very similar discussions um but there is a
00:31
discussions um but there is a few key commonalities that I
00:33
few key commonalities that I would highly. Recommend looking
00:35
would highly. Recommend looking at before you go out to hire an
00:38
at before you go out to hire an individual to either manage or
00:39
individual to either manage or run your business, whether
00:41
run your business, whether you’re still hands on as a
00:41
you’re still hands on as a business owner for the day to
00:43
business owner for the day to day or if you’re looking for
00:44
day or if you’re looking for somebody to actually run the
00:45
somebody to actually run the business uh there’s one or two
00:47
business uh there’s one or two major things that I’m over the
00:48
major things that I’m over the four or five main things that I
00:49
four or five main things that I would highly recommend that I
00:50
would highly recommend that I was lucky enough to get right
00:52
was lucky enough to get right or some of the things we
00:53
or some of the things we actually got wrong when we went
00:54
actually got wrong when we went to go higher for this position
00:56
to go higher for this position multiple times, but the first
00:57
multiple times, but the first thing that you really wanna
00:57
thing that you really wanna look at is the person going to
01:01
look at is the person going to run your business or manage
01:01
run your business or manage your business. Been there to
01:04
your business. Been there to the next level? so let’s say we
01:07
the next level? so let’s say we are at a million or maybe
01:08
are at a million or maybe 1.2000000 in sales has that
01:11
1.2000000 in sales has that person seen the playbook for
01:14
person seen the playbook for 1.75 or 2000000 cuz it’s a
01:16
1.75 or 2000000 cuz it’s a significantly different
01:16
significantly different playbook at 2000000 versus a
01:19
playbook at 2000000 versus a business at 1000000. So do they
01:21
business at 1000000. So do they know what the PlayBook look
01:22
know what the PlayBook look likes? do they have the
01:24
likes? do they have the experience so uh we definitely
01:25
experience so uh we definitely wanna make sure that they’ve
01:26
wanna make sure that they’ve been at least one level above
01:28
been at least one level above where they’re going to be in
01:29
where they’re going to be in your business. so they know
01:30
your business. so they know what that road map looks like
01:31
what that road map looks like for success. You wanna look at
01:34
for success. You wanna look at is does he or she have the
01:36
is does he or she have the playbook and the experience for
01:37
playbook and the experience for the next level, so they know
01:39
the next level, so they know where they’re going and what
01:40
where they’re going and what the process and system should
01:41
the process and system should look like inside the business
01:43
look like inside the business um be able to scale to that
01:44
um be able to scale to that next level, so you wanna hire
01:46
next level, so you wanna hire at least one stage above the
01:48
at least one stage above the existing stage. you’re in the
01:50
existing stage. you’re in the next thing is hiring and this
01:52
next thing is hiring and this is probably one of the most
01:54
is probably one of the most important things outside of uh
01:56
important things outside of uh having them for the playbook
01:58
having them for the playbook experience to where your
01:59
experience to where your business is going um but hiring
02:01
business is going um but hiring is. Issue right now Bottleneck
02:05
is. Issue right now Bottleneck in all service businesses and
02:07
in all service businesses and it was even before labor
02:09
it was even before labor issues. So what I’m gonna
02:10
issues. So what I’m gonna suggest is if you’re looking to
02:12
suggest is if you’re looking to find uh a gentleman or lady to
02:14
find uh a gentleman or lady to run your service business, they
02:14
run your service business, they need to know how to hire now if
02:18
need to know how to hire now if they don’t have experience of
02:21
they don’t have experience of hiring on a regular basis in
02:22
hiring on a regular basis in their previous job for a
02:25
their previous job for a certain position that’s similar
02:26
certain position that’s similar to the ones you have you are
02:27
to the ones you have you are gonna be in massive trouble and
02:30
gonna be in massive trouble and I’m gonna suggest that this new
02:31
I’m gonna suggest that this new individual managing or running
02:33
individual managing or running your business should be
02:34
your business should be spending uh twenty. Other times
02:36
spending uh twenty. Other times so 20% of the time should
02:39
so 20% of the time should literally be going out and
02:40
literally be going out and hiring people and even if we
02:43
hiring people and even if we don’t need people, we’re
02:43
don’t need people, we’re building that virtual bench
02:44
building that virtual bench that we always talk about so
02:46
that we always talk about so they’re going out and
02:47
they’re going out and interviewing for all the
02:47
interviewing for all the positions in the business and
02:49
positions in the business and I’m gonna save 20% of the time
02:51
I’m gonna save 20% of the time should be spent on labor and
02:53
should be spent on labor and hiring and interviewing so a
02:55
hiring and interviewing so a rule a rough rule of thumb is
02:57
rule a rough rule of thumb is they should be going out and
02:59
they should be going out and having um six interviews a
03:02
having um six interviews a week, so that means that they
03:03
week, so that means that they should be having a little more
03:04
should be having a little more than one interview a week a day
03:06
than one interview a week a day per week, so six interviews a
03:08
per week, so six interviews a week um at least a. Of one
03:11
week um at least a. Of one interview per day, uh is that
03:13
interview per day, uh is that breaks out an average now they
03:14
breaks out an average now they may be chunking the schedule
03:15
may be chunking the schedule out and blocking it, but on
03:17
out and blocking it, but on average they should be running
03:18
average they should be running um 20% of their time in hiring
03:22
um 20% of their time in hiring and it’s going to be uh going
03:24
and it’s going to be uh going out to networking events and
03:25
out to networking events and different things like that, not
03:26
different things like that, not just the interview process but
03:28
just the interview process but going out and building that
03:30
going out and building that virtual bench creating
03:31
virtual bench creating relationships through dealers
03:32
relationships through dealers and networking and other
03:34
and networking and other business owners um but we
03:35
business owners um but we should be doing uh at least one
03:37
should be doing uh at least one interview a day potentially six
03:39
interview a day potentially six interviews a week so around 20%
03:41
interviews a week so around 20% of. Managers or business person
03:44
of. Managers or business person running your business time
03:45
running your business time should really be focused on
03:48
should really be focused on building that virtual benching
03:50
building that virtual benching going out and hiring. so where
03:51
going out and hiring. so where this gets ugly is uh if the
03:55
this gets ugly is uh if the individual you hire doesn’t
03:57
individual you hire doesn’t have experience so once again
03:59
have experience so once again that next level of business, so
04:01
that next level of business, so like if you’re a million, maybe
04:03
like if you’re a million, maybe they’ve run a $2000000 a year
04:05
they’ve run a $2000000 a year company they’ve seen that
04:07
company they’ve seen that playbook. They know how to go
04:09
playbook. They know how to go out and hire a players now the
04:12
out and hire a players now the individually you’re. Hired to
04:14
individually you’re. Hired to run your business is most
04:15
run your business is most likely I’m hoping in a player
04:18
likely I’m hoping in a player um, but the problem is a
04:19
um, but the problem is a players don’t always typically
04:22
players don’t always typically hire a players cuz if a players
04:24
hire a players cuz if a players that are running the a player
04:25
that are running the a player that’s running your business or
04:26
that’s running your business or managing your business doesn’t
04:28
managing your business doesn’t have the experience and
04:30
have the experience and understand how to go out and
04:33
understand how to go out and interview and find cultural and
04:34
interview and find cultural and values alignment and making
04:36
values alignment and making sure very similar to like uh
04:38
sure very similar to like uh Jim Collins is good to great.
04:38
Jim Collins is good to great. We wanna make sure we got the
04:40
We wanna make sure we got the right people on the right seats
04:41
right people on the right seats on the bus. You’ll find is even
04:43
on the bus. You’ll find is even if you take a player in 20% of
04:46
if you take a player in 20% of the time is going out
04:48
the time is going out recruiting uh hopefully a
04:50
recruiting uh hopefully a applicants for your business.
04:50
applicants for your business. What you’re gonna find is if
04:52
What you’re gonna find is if they don’t know how to hire
04:54
they don’t know how to hire they’re gonna start going out
04:55
they’re gonna start going out and hiring the wrong
04:57
and hiring the wrong individuals and if they need to
04:58
individuals and if they need to get bodies in the door a lot of
05:01
get bodies in the door a lot of times if they don’t know how to
05:02
times if they don’t know how to hire and they don’t have that
05:03
hire and they don’t have that skill set. they’re gonna start
05:05
skill set. they’re gonna start bringing in BC players and what
05:06
bringing in BC players and what that’s gonna do is literally
05:09
that’s gonna do is literally bring down the quality level
05:11
bring down the quality level and the culture. In your
05:13
and the culture. In your business because your a players
05:14
business because your a players are gonna have that you already
05:15
are gonna have that you already have on your team are gonna
05:17
have on your team are gonna start feeling animosity because
05:18
start feeling animosity because they have to cover the B and C
05:21
they have to cover the B and C players to continue the quality
05:22
players to continue the quality of work and the production that
05:23
of work and the production that you’re putting on them So first
05:25
you’re putting on them So first thing is we wanna we wanna go
05:27
thing is we wanna we wanna go out and find somebody who’s
05:29
out and find somebody who’s been where your company is
05:29
been where your company is going so they have that
05:31
going so they have that playbook and they understand
05:32
playbook and they understand and can see the hurdles um in
05:34
and can see the hurdles um in different fires that are
05:35
different fires that are popping up in growth cuz
05:37
popping up in growth cuz they’ve been there and they’ve
05:37
they’ve been there and they’ve seen and they’ve broken and how
05:38
seen and they’ve broken and how to handle them, but a alongside
05:40
to handle them, but a alongside that just as important as. To
05:41
that just as important as. To know how to hire and they need
05:43
know how to hire and they need to have previous experience of
05:45
to have previous experience of going in and hiring a players
05:48
going in and hiring a players and not just running through
05:49
and not just running through the motions to put bodies in
05:50
the motions to put bodies in the field of hiring those BNC
05:52
the field of hiring those BNC players and I think this could
05:53
players and I think this could be very detrimental. it can set
05:55
be very detrimental. it can set you back a year or two um in
05:57
you back a year or two um in the progression of your
05:58
the progression of your business, so not only is enough
06:00
business, so not only is enough that they have that industry
06:01
that they have that industry experience in the person
06:02
experience in the person running the business as an a
06:04
running the business as an a player, but do they know how to
06:05
player, but do they know how to go out and recruit and
06:07
go out and recruit and interview and hire additional a
06:09
interview and hire additional a players that line up with. In
06:11
players that line up with. In your mission and vision and
06:13
your mission and vision and values so what I would say is
06:16
values so what I would say is if you’re going to hire this
06:17
if you’re going to hire this new individual that’s running
06:18
new individual that’s running the business. It’s not only
06:19
the business. It’s not only enough to make sure that
06:20
enough to make sure that they’re a good cultural fit
06:22
they’re a good cultural fit they align with the strategic
06:24
they align with the strategic vision of your business, but
06:25
vision of your business, but you need to go out and talk to
06:26
you need to go out and talk to other people. They’ve worked
06:28
other people. They’ve worked with through a referral network
06:29
with through a referral network of people they’ve hired and
06:32
of people they’ve hired and people that they’ve worked with
06:32
people that they’ve worked with around their hiring process to
06:34
around their hiring process to actually see if they actually
06:37
actually see if they actually have the skill set to actually
06:38
have the skill set to actually go out and hire a players and
06:39
go out and hire a players and like. Said this will be the
06:43
like. Said this will be the quickest thing it can set you
06:44
quickest thing it can set you back 12 months 24 months if
06:46
back 12 months 24 months if this person comes in and just
06:48
this person comes in and just haphazardly starts, hiring the
06:50
haphazardly starts, hiring the wrong people so we need to go
06:51
wrong people so we need to go out and make sure that 20% of
06:53
out and make sure that 20% of this new managers time or
06:55
this new managers time or business uh whatever the
06:56
business uh whatever the position is running the
06:58
position is running the business um 20% of the time is
07:00
business um 20% of the time is going out and recruiting and
07:01
going out and recruiting and finding a players and we need
07:03
finding a players and we need to do some due diligence to
07:04
to do some due diligence to make sure they know how to hire
07:05
make sure they know how to hire a players and they have a track
07:07
a players and they have a track record of bringing in a players
07:08
record of bringing in a players and that will continue to
07:10
and that will continue to evolve the business along
07:12
evolve the business along quality standards in production
07:13
quality standards in production and reinforce with the team you
07:14
and reinforce with the team you already have because if you
07:15
already have because if you start adding B and You’re
07:17
start adding B and You’re eighteen players literally uh
07:20
eighteen players literally uh we’ll get disenfranchise and
07:21
we’ll get disenfranchise and leave your business. Then
07:22
leave your business. Then you’ve got an issue now. The
07:24
you’ve got an issue now. The next thing is does this new
07:25
next thing is does this new manager actually know how to
07:27
manager actually know how to manage do they know how to
07:28
manage do they know how to handle people a lot of times in
07:30
handle people a lot of times in the service industry,
07:32
the service industry, especially you’ve got certain
07:33
especially you’ve got certain people that um you need to talk
07:35
people that um you need to talk to one individual in a certain
07:37
to one individual in a certain way to coach them up and train
07:38
way to coach them up and train with them and get them to
07:41
with them and get them to evolve in your corporation and
07:43
evolve in your corporation and then I and another individual
07:45
then I and another individual um we may have to handle. But
07:48
um we may have to handle. But it’s how they intake uh
07:50
it’s how they intake uh feedback and how we interact
07:52
feedback and how we interact with them based on their
07:53
with them based on their personality and how they
07:54
personality and how they actually learn so some of the
07:56
actually learn so some of the people when you interact with
07:58
people when you interact with them like you can be very
08:00
them like you can be very straightforward and completely
08:00
straightforward and completely blunt and like hey you screwed
08:02
blunt and like hey you screwed this up uh let’s work on
08:04
this up uh let’s work on together and fix it and this is
08:04
together and fix it and this is how you fix it. Other people
08:07
how you fix it. Other people you may have to go in and
08:09
you may have to go in and really um take constructive
08:11
really um take constructive criticism and take it to a
08:12
criticism and take it to a whole different level because
08:12
whole different level because if you’re too um upfront with
08:15
if you’re too um upfront with this.
08:19
They will shut down they won’t
08:19
They will shut down they won’t take the information so can
08:23
take the information so can this guy or girl that you’ve
08:24
this guy or girl that you’ve hired manage your business
08:25
hired manage your business actually manage to be able to
08:25
actually manage to be able to pivot based on the person and
08:26
pivot based on the person and have a relationship with them
08:27
have a relationship with them um and not alienate people on
08:29
um and not alienate people on your team through uh flexible
08:32
your team through uh flexible management styles. What we’re
08:32
management styles. What we’re looking at and then the final
08:33
looking at and then the final thing um around people’s skills
08:37
thing um around people’s skills is they need to be relatable.
08:38
is they need to be relatable. They need to be able to go out
08:40
They need to be able to go out and uh hopefully do most of the
08:42
and uh hopefully do most of the jobs and be able to model them.
08:44
jobs and be able to model them. um where I’m going with this is
08:45
um where I’m going with this is very similar to the
08:46
very similar to the autobiography of uh Dave
08:48
autobiography of uh Dave Thomas, the founder of Wendy’s,
08:50
Thomas, the founder of Wendy’s, is he was in his mid. 80s and
08:52
is he was in his mid. 80s and that autobiography one of the
08:54
that autobiography one of the younger guys or girls on the
08:55
younger guys or girls on the hamburger line on the grill, um
08:59
hamburger line on the grill, um basically took a shot at Dave
09:00
basically took a shot at Dave and said. You know it can’t be
09:02
and said. You know it can’t be done that fast and this that
09:03
done that fast and this that the other uh so this guy in his
09:04
the other uh so this guy in his mid 80s, pulled up this apron
09:06
mid 80s, pulled up this apron pulled out a spatula and stood
09:09
pulled out a spatula and stood there right with his crew of
09:11
there right with his crew of you know early 20 year olds and
09:13
you know early 20 year olds and he ran circles around him so he
09:15
he ran circles around him so he could model the behavior. so
09:17
could model the behavior. so not only could he talk about it
09:18
not only could he talk about it and explain it, but he could
09:19
and explain it, but he could model it in a production that
09:22
model it in a production that was acceptable and. Quality
09:24
was acceptable and. Quality constraint and then the real
09:26
constraint and then the real cool thing is if they can do
09:28
cool thing is if they can do that and the full package is do
09:30
that and the full package is do they know how to train the
09:34
they know how to train the trainer so a lot of times we
09:35
trainer so a lot of times we have a players on our field
09:38
have a players on our field teams um so whether it’s a lawn
09:39
teams um so whether it’s a lawn care home clean they can go out
09:41
care home clean they can go out and mow the grass and trim the
09:42
and mow the grass and trim the grass and blow it or in
09:43
grass and blow it or in cleaning they can do a top to
09:45
cleaning they can do a top to bottom deluxe, but to actually
09:46
bottom deluxe, but to actually take that skill set and model
09:49
take that skill set and model it in train it is a completely
09:51
it in train it is a completely different skill sets. you may
09:52
different skill sets. you may have somebody you can actually
09:53
have somebody you can actually do it and perform the work, but
09:54
do it and perform the work, but can they actually break it? And
09:57
can they actually break it? And be constructive and positive
10:00
be constructive and positive and teach the actual skills
10:01
and teach the actual skills themselves so the the final
10:03
themselves so the the final perfect thing I have in my
10:05
perfect thing I have in my opinion is this manager running
10:06
opinion is this manager running your business is can they go
10:07
your business is can they go out and train the trainer and
10:09
out and train the trainer and maybe some smaller
10:10
maybe some smaller organizations They are the
10:11
organizations They are the trainers. So can they be the
10:13
trainers. So can they be the trainer and then can they want
10:14
trainer and then can they want you to evolve into that level?
10:16
you to evolve into that level? Can they train the trainer and
10:17
Can they train the trainer and hold that trainer accountable.
10:19
hold that trainer accountable. so as we’re breaking it down,
10:21
so as we’re breaking it down, we’re going out to find
10:21
we’re going out to find something to run the business
10:23
something to run the business either day to day or you’re
10:25
either day to day or you’re becoming an owner, a business
10:26
becoming an owner, a business owner. so the first thing you
10:27
owner. so the first thing you wanna do is the person.
10:29
wanna do is the person. Day-to-day needs to know what
10:31
Day-to-day needs to know what the next level looks like they
10:32
the next level looks like they gotta have that experience. so
10:33
gotta have that experience. so they know that playbook cuz
10:34
they know that playbook cuz that playbook from a half a
10:36
that playbook from a half a million to a million is
10:37
million to a million is completely different from a
10:38
completely different from a million to 2000000 is
10:41
million to 2000000 is completely different as well,
10:41
completely different as well, so we wanna be able to see what
10:42
so we wanna be able to see what are the hurdles. What are the
10:44
are the hurdles. What are the obstacles are running that size
10:45
obstacles are running that size of a business so as they evolve
10:46
of a business so as they evolve up in your business at that
10:48
up in your business at that point, they’ve already seen it.
10:49
point, they’ve already seen it. They understand it. We wanna
10:50
They understand it. We wanna make sure that they can go out
10:51
make sure that they can go out and hire and not only can they
10:53
and hire and not only can they hire, But they know how to hire
10:55
hire, But they know how to hire a players. They have a track
10:56
a players. They have a track record that we could track.
10:57
record that we could track. They should be spending
10:58
They should be spending approximately 20% of their job
11:01
approximately 20% of their job is going out in the hiring
11:02
is going out in the hiring process so whether it’s
11:04
process so whether it’s networking recruiting uh
11:05
networking recruiting uh refining the hiring skills, but
11:07
refining the hiring skills, but we need to go out and double
11:07
we need to go out and double check that they’ve have a track
11:09
check that they’ve have a track record of hiring a players and
11:10
record of hiring a players and then not bringing those BNC
11:12
then not bringing those BNC players in just to fill the
11:13
players in just to fill the gaps when we need bodies and
11:14
gaps when we need bodies and that’s gonna really if they
11:15
that’s gonna really if they bring the B and B in season,
11:17
bring the B and B in season, that’s gonna just de escalate
11:19
that’s gonna just de escalate the the the culture and
11:21
the the the culture and everything else you have going
11:21
everything else you have going on in your business because
11:22
on in your business because let’s face it a players are
11:25
let’s face it a players are gonna rise the occasion and
11:25
gonna rise the occasion and fill the gaps or BC player on
11:28
fill the gaps or BC player on that crew and do the extra work
11:29
that crew and do the extra work but at some point, it’s gonna
11:31
but at some point, it’s gonna burn them out. They’re gonna
11:31
burn them out. They’re gonna it’s this franchise and.
11:36
Stop caring or just leave your
11:36
Stop caring or just leave your business completely, so we
11:37
business completely, so we wanna make sure that new person
11:37
wanna make sure that new person run the business knows how to
11:38
run the business knows how to get an a player in there and
11:40
get an a player in there and they have a track record of
11:41
they have a track record of hiring a players so we need to
11:43
hiring a players so we need to go out and do our due diligence
11:44
go out and do our due diligence before we hire this individual.
11:45
before we hire this individual. we can’t jump to that. they
11:47
we can’t jump to that. they know how to manage they know
11:48
know how to manage they know how to interact with different
11:50
how to interact with different personalities to bring them up
11:52
personalities to bring them up and coach them up to your
11:54
and coach them up to your strategic plan and your mission
11:55
strategic plan and your mission vision values. They have people
11:57
vision values. They have people skills that can interact and
12:00
skills that can interact and they know how to train people
12:02
they know how to train people or train the. Depending on the
12:04
or train the. Depending on the size of the business, so no
12:06
size of the business, so no knowing where you’re going,
12:07
knowing where you’re going, they’ve been there, they got
12:08
they’ve been there, they got the playbook hiring skills uh
12:11
the playbook hiring skills uh management people skills and be
12:12
management people skills and be able to train um those are the
12:13
able to train um those are the core things I look at when I go
12:15
core things I look at when I go to hire someone to run my
12:17
to hire someone to run my service business. so come with
12:18
service business. so come with your questions drop below um
12:20
your questions drop below um but very important topic. I’m
12:22
but very important topic. I’m glad somebody asked that
12:23
glad somebody asked that question uh Callahan’s corner.
12:24
question uh Callahan’s corner. You ask the questions we
12:25
You ask the questions we answered live right here on

SA Weekly Talk Show: Mike Baum Covering Equipment, Maintenance, & Vendor Relationships

Video Transcript

00:03
Welcome back to the essay.
00:04
Welcome back to the essay. Weekly Talk show Mike Allen
00:05
Weekly Talk show Mike Allen here with Co-host Cody Owen uh
00:08
here with Co-host Cody Owen uh that’s be confused with any
00:08
that’s be confused with any other Cody and our special
00:10
other Cody and our special guest Mike Baum of Broner
00:13
guest Mike Baum of Broner Equipment uh brother equipment
00:15
Equipment uh brother equipment is located in upstate New York,
00:16
is located in upstate New York, actually specifically
00:18
actually specifically Rochester. uh is where I found
00:20
Rochester. uh is where I found a tumble beginnings uh actually
00:20
a tumble beginnings uh actually where I started my lawn care
00:22
where I started my lawn care company and I actually started
00:24
company and I actually started buying uh my first pieces of
00:25
buying uh my first pieces of equipment um so Mike and I go
00:27
equipment um so Mike and I go way back uh as well as um the
00:30
way back uh as well as um the family before Mike actually was
00:31
family before Mike actually was in the business but a little
00:32
in the business but a little background of broader equipment
00:33
background of broader equipment for I opened up like Mike uh
00:35
for I opened up like Mike uh tell the story there uh.
00:37
tell the story there uh. Generation 60 years in the
00:41
Generation 60 years in the business and the top exmark
00:44
business and the top exmark dealer in all of New York State
00:45
dealer in all of New York State for several years now, so just
00:47
for several years now, so just really excited to bring it back
00:48
really excited to bring it back to the home roots and uh you
00:51
to the home roots and uh you know, get my on here to go over
00:53
know, get my on here to go over uh all things equipment and
00:55
uh all things equipment and things we should be talking
00:55
things we should be talking about what we’re going out to
00:56
about what we’re going out to make a new purchase decision
00:58
make a new purchase decision and things before that as well.
00:59
and things before that as well. so Mike obviously um first time
01:00
so Mike obviously um first time in the essay talk show If you
01:02
in the essay talk show If you don’t mind just uh give us a
01:03
don’t mind just uh give us a quick background of you know
01:04
quick background of you know how you got. Becoming a dealer
01:07
how you got. Becoming a dealer um some of the things you guys
01:09
um some of the things you guys provide and uh what kind of
01:10
provide and uh what kind of dive in and ask people may ask
01:12
dive in and ask people may ask some questions live here or in
01:13
some questions live here or in the recorded version, but uh
01:15
the recorded version, but uh floor is yours. Brother. Yeah.
01:16
floor is yours. Brother. Yeah. Well. thanks for having me
01:17
Well. thanks for having me guys. I really appreciate it
01:18
guys. I really appreciate it and uh glad to see you’re doing
01:20
and uh glad to see you’re doing so well like I said. Uh it’s
01:23
so well like I said. Uh it’s been a long time customer of
01:23
been a long time customer of ours and we’ve been around 60
01:26
ours and we’ve been around 60 years. It’s uh something my
01:27
years. It’s uh something my father um took over the reins
01:29
father um took over the reins from uh my great grandfather.
01:31
from uh my great grandfather. Mike, who named after uh
01:33
Mike, who named after uh started as a hardware store and
01:35
started as a hardware store and kinda grew from there with the
01:36
kinda grew from there with the real mowers and sharpening the
01:39
real mowers and sharpening the old all the old machines. uh
01:40
old all the old machines. uh what we have. We’re selling
01:43
what we have. We’re selling ninety-six inch commercial zero
01:44
ninety-six inch commercial zero turns and um we’ve really come
01:46
turns and um we’ve really come a long way. um it’s it’s been
01:49
a long way. um it’s it’s been great. It’s a family business.
01:51
great. It’s a family business. uh we’ve got nineteen employees
01:52
uh we’ve got nineteen employees uh twelve of us are family um
01:55
uh twelve of us are family um and it’s uh it’s really
01:57
and it’s uh it’s really enjoyable. It’s the industry uh
01:59
enjoyable. It’s the industry uh it’s always changing. There’s
02:00
it’s always changing. There’s something new every day um and
02:02
something new every day um and it’s it’s great to be a part of
02:03
it’s it’s great to be a part of uh I got back into the business
02:05
uh I got back into the business about 10 years ago. um I’ve
02:07
about 10 years ago. um I’ve been traveling all over the
02:08
been traveling all over the country and doing some doing my
02:09
country and doing some doing my own thing and uh. Back and
02:12
own thing and uh. Back and found a niche and found
02:13
found a niche and found something that I really like
02:14
something that I really like and uh it’s enjoyable for
02:16
and uh it’s enjoyable for everyone. Also, I appreciate
02:17
everyone. Also, I appreciate you kinda give us some
02:18
you kinda give us some background on that. uh one of
02:19
background on that. uh one of the things that I think when we
02:20
the things that I think when we first go out and start a
02:21
first go out and start a business is um, especially
02:23
business is um, especially whether we’re in business or
02:24
whether we’re in business or actually new to business like
02:25
actually new to business like how do we go out and actually
02:26
how do we go out and actually find a dealer and I know my dad
02:28
find a dealer and I know my dad actually it started a
02:30
actually it started a relationship with you guys and
02:31
relationship with you guys and we had a old mower kinda sit in
02:32
we had a old mower kinda sit in the garage for a few years and
02:34
the garage for a few years and uh if no one’s heard the story
02:35
uh if no one’s heard the story literally um I my parents made
02:37
literally um I my parents made me pay for my car insurance so
02:39
me pay for my car insurance so a few years before I turned
02:40
a few years before I turned sixteen. I walked around and
02:42
sixteen. I walked around and knocked on some doors and got
02:43
knocked on some doors and got some accounts and uh I was
02:45
some accounts and uh I was walking around with a ransom
02:46
walking around with a ransom bobcat mower uh with the the
02:48
bobcat mower uh with the the weed Wacker from Sears and Home
02:50
weed Wacker from Sears and Home Depot strapped to it and the
02:52
Depot strapped to it and the blower and uh eventually I knew
02:54
blower and uh eventually I knew I wanted a mower that I could,
02:55
I wanted a mower that I could, you know, cut more grass. so
02:57
you know, cut more grass. so eventually I saved up and I
02:58
eventually I saved up and I literally walked in the broader
02:59
literally walked in the broader for the first time uh with
03:00
for the first time uh with three grand cash in my hands
03:02
three grand cash in my hands and bought a belt driven exmark
03:03
and bought a belt driven exmark mower from from them and from
03:04
mower from from them and from the rest, it’s been history so
03:06
the rest, it’s been history so literally 2324 years. We’ve
03:07
literally 2324 years. We’ve been working with you guys. Um
03:09
been working with you guys. Um I it was kind of AAA leap of
03:10
I it was kind of AAA leap of faith that I. I just walked in
03:12
faith that I. I just walked in because that’s where my dad is
03:14
because that’s where my dad is going to get a lot more
03:15
going to get a lot more bleeding than that when I was a
03:16
bleeding than that when I was a kid but uh if we’re going in as
03:19
kid but uh if we’re going in as a business owner Mike what what
03:20
a business owner Mike what what kind of expertise would you
03:22
kind of expertise would you land and talk about uh going in
03:23
land and talk about uh going in and choosing the right dealer?
03:25
and choosing the right dealer? um in your local or maybe
03:27
um in your local or maybe outside your local area for
03:28
outside your local area for sure, well, a lot of it is
03:30
sure, well, a lot of it is referrals and word of mouth
03:31
referrals and word of mouth that does help um but in the
03:33
that does help um but in the industry it gets different. you
03:35
industry it gets different. you need to find somebody that’s
03:36
need to find somebody that’s been around and and knows the
03:38
been around and and knows the equipment um you find a new
03:40
equipment um you find a new place or if you. Online they
03:42
place or if you. Online they don’t necessarily know the
03:43
don’t necessarily know the equipment and know what they’re
03:45
equipment and know what they’re selling. they’re just looking
03:45
selling. they’re just looking for the dollar and to move
03:47
for the dollar and to move equipment. you need somebody
03:48
equipment. you need somebody that is passionate about the
03:49
that is passionate about the equipment they sell and it is
03:51
equipment they sell and it is knowledgeable about the
03:51
knowledgeable about the equipment they sell. Um I can
03:54
equipment they sell. Um I can sit here and sell you any zero
03:56
sit here and sell you any zero term lawn mower. So yeah, go
03:57
term lawn mower. So yeah, go ahead and cut it and if the
03:58
ahead and cut it and if the machine is gonna break down in
03:59
machine is gonna break down in a month, it’s not the right
04:01
a month, it’s not the right equipment for you. so you
04:02
equipment for you. so you really need to make sure that
04:03
really need to make sure that the person you’re talking to is
04:05
the person you’re talking to is knowledgeable if you’re just
04:06
knowledgeable if you’re just starting a business, you don’t
04:07
starting a business, you don’t need to go out and buy a $20000
04:08
need to go out and buy a $20000 zero term. It’s like you said
04:09
zero term. It’s like you said you started. Thousand-dollar
04:12
you started. Thousand-dollar Belt Drive Walk um a lot of
04:14
Belt Drive Walk um a lot of guys should get that start that
04:16
guys should get that start that way because as you know not all
04:18
way because as you know not all lawns can take a sixty or 72
04:20
lawns can take a sixty or 72 inch commercial zero, you gotta
04:22
inch commercial zero, you gotta get in to those thirty-six-inch
04:24
get in to those thirty-six-inch gates you gotta get into the
04:25
gates you gotta get into the backyards and if you’re walking
04:27
backyards and if you’re walking into a place, that’s just so
04:28
into a place, that’s just so you know you gotta get a sixty
04:28
you know you gotta get a sixty inch everybody uses on this is
04:30
inch everybody uses on this is what you do. You’re not gonna
04:32
what you do. You’re not gonna be successful and and that deal
04:32
be successful and and that deal is not gonna be around for a
04:34
is not gonna be around for a long time either um the
04:36
long time either um the independent dealers is really
04:37
independent dealers is really kind of going away and it’s all
04:39
kind of going away and it’s all becoming bigger dealerships. As
04:40
becoming bigger dealerships. As you go, I mean you can see
04:41
you go, I mean you can see people are getting swallowed up
04:42
people are getting swallowed up and bought up and if they don’t
04:43
and bought up and if they don’t have that. They don’t have that
04:46
have that. They don’t have that passion to continue to grow.
04:47
passion to continue to grow. you know they’re they’re not
04:48
you know they’re they’re not gonna be around to support you
04:50
gonna be around to support you in the long run and building
04:51
in the long run and building upon that I wanna congratulate
04:53
upon that I wanna congratulate you guys are on your second
04:54
you guys are on your second location now outside of
04:56
location now outside of Rochester going into the
04:57
Rochester going into the Buffalo area, and I think that
04:58
Buffalo area, and I think that kinda speaks volumes to uh
04:59
kinda speaks volumes to uh having the ability and the
05:02
having the ability and the bandwidth to to to service
05:03
bandwidth to to to service commercial clients. so I know
05:05
commercial clients. so I know one of the things that if I was
05:06
one of the things that if I was gonna go out and redo it is do
05:09
gonna go out and redo it is do they have a particular um
05:12
they have a particular um expertise just for commercial
05:14
expertise just for commercial people. Isn’t like a home depot
05:16
people. Isn’t like a home depot or lows, or yeah, maybe you can
05:17
or lows, or yeah, maybe you can get a lower grade commercial
05:19
get a lower grade commercial still or echo or whatever that
05:22
still or echo or whatever that is uh weed Wacker blower uh.
05:24
is uh weed Wacker blower uh. but what does that look like
05:26
but what does that look like far? as does do they have the
05:27
far? as does do they have the knowledge and skill set to
05:28
knowledge and skill set to actually know how you’d use
05:29
actually know how you’d use that piece of equipment in your
05:30
that piece of equipment in your industry? and I know a lot of
05:31
industry? and I know a lot of times I love going in to your
05:33
times I love going in to your place there and have a
05:34
place there and have a conversation with you in the
05:35
conversation with you in the later years and you know, hey,
05:37
later years and you know, hey, should I get this red Maxx 8001
05:40
should I get this red Maxx 8001 monstrosity that like literally
05:41
monstrosity that like literally like fifty pounds on my back
05:42
like fifty pounds on my back cuz it gave me some extra
05:43
cuz it gave me some extra blowing. Um but you know you
05:45
blowing. Um but you know you guys, you didn’t push the sale,
05:48
guys, you didn’t push the sale, you said. Hey, Where do you
05:49
you said. Hey, Where do you need this? How are you gonna
05:50
need this? How are you gonna use on a daily basis? Is it
05:51
use on a daily basis? Is it mainly just for clean ups? like
05:53
mainly just for clean ups? like yes, that May extra weight and
05:54
yes, that May extra weight and the cost maybe applicable, but
05:55
the cost maybe applicable, but a lot of times you guys kinda
05:57
a lot of times you guys kinda steer me into the higher and
05:59
steer me into the higher and mid-level uh some of the
06:00
mid-level uh some of the equipment because it was
06:01
equipment because it was lighter weight. It had better
06:01
lighter weight. It had better durability and things like
06:02
durability and things like that. So I think that that um
06:05
that. So I think that that um has been really instrumental um
06:08
has been really instrumental um working with broader equipment
06:10
working with broader equipment um so choosing a dealer. uh you
06:13
um so choosing a dealer. uh you you mentioned like it’s
06:14
you mentioned like it’s starting to. Would you mind
06:16
starting to. Would you mind speaking that I don’t know uh
06:18
speaking that I don’t know uh you guys have been to GIE
06:19
you guys have been to GIE you’ve you’ve been around. It’s
06:20
you’ve you’ve been around. It’s not just a local upstate New
06:22
not just a local upstate New York thing. Um you guys are
06:23
York thing. Um you guys are hitting the national level uh
06:25
hitting the national level uh even with like state bids and
06:27
even with like state bids and things like that with different
06:27
things like that with different products you carry so um it’s a
06:30
products you carry so um it’s a certain differences between a
06:31
certain differences between a place that is just uh
06:34
place that is just uh residential and a little
06:35
residential and a little commercial or certain set that
06:36
commercial or certain set that you should look for. Yeah, I
06:38
you should look for. Yeah, I mean the just residential guy
06:39
mean the just residential guy at this point is really
06:42
at this point is really struggling um mainly for the
06:43
struggling um mainly for the fact of the home depot. You
06:45
fact of the home depot. You know the Amazon’s and what have
06:47
know the Amazon’s and what have you where years ago if you
06:50
you where years ago if you spent 499 on a mower while you
06:51
spent 499 on a mower while you expected that more over the
06:52
expected that more over the last 20 years well, now, people
06:54
last 20 years well, now, people are spending 200. Hey, if it’s
06:55
are spending 200. Hey, if it’s not running in 2 years, I’ll
06:57
not running in 2 years, I’ll just go spend another 200 so
06:58
just go spend another 200 so those mom and pop shops that
07:00
those mom and pop shops that you know we’ll do a $1000000 in
07:02
you know we’ll do a $1000000 in business a year to support the
07:03
business a year to support the family and and and can provide
07:05
family and and and can provide you know that’s kind of going
07:07
you know that’s kind of going by the wayside because they’re
07:08
by the wayside because they’re not getting that same service
07:10
not getting that same service work and in the commercial
07:11
work and in the commercial industry, you guys need the
07:13
industry, you guys need the service work. Um you know it
07:14
service work. Um you know it doesn’t mean you don’t have
07:14
doesn’t mean you don’t have your own mechanics. It doesn’t
07:16
your own mechanics. It doesn’t mean that you can’t figure out
07:18
mean that you can’t figure out the small preventive
07:18
the small preventive maintenance and stuff that
07:19
maintenance and stuff that should be done but when. A big
07:22
should be done but when. A big engine job or something like
07:23
engine job or something like that that has to be taken care
07:25
that that has to be taken care of and addressed well, the mom
07:26
of and addressed well, the mom and pop shop. They’re not
07:28
and pop shop. They’re not looking to plug every you know
07:30
looking to plug every you know engine into a computer right
07:31
engine into a computer right now. That’s where the
07:32
now. That’s where the industries move anytime we’re
07:34
industries move anytime we’re doing diagnostics. There’s a
07:35
doing diagnostics. There’s a lot of software and there’s a
07:36
lot of software and there’s a lot of stuff that goes into
07:38
lot of stuff that goes into breaking down an engine now 20
07:39
breaking down an engine now 20 years ago, it didn’t matter you
07:41
years ago, it didn’t matter you rip this thing apart, throw it
07:42
rip this thing apart, throw it together and and have at it.
07:44
together and and have at it. Well now I mean I’ve got guys
07:46
Well now I mean I’ve got guys going to spend probably 2 weeks
07:47
going to spend probably 2 weeks a year just on training. I’m
07:49
a year just on training. I’m breaking down these engines and
07:50
breaking down these engines and reading the software and
07:52
reading the software and reading the codes and in the
07:53
reading the codes and in the places. Never wanted to move
07:55
places. Never wanted to move with that technology, they’re
07:57
with that technology, they’re kind of falling behind and
07:58
kind of falling behind and they’re falling by the wayside
07:59
they’re falling by the wayside um and that’s kind of what I’m
08:01
um and that’s kind of what I’m saying that it’s it’s going
08:02
saying that it’s it’s going towards the bigger guy that
08:04
towards the bigger guy that wants to help everybody but
08:06
wants to help everybody but also wants to be ahead of the
08:07
also wants to be ahead of the curve. You know we’ve got to
08:08
curve. You know we’ve got to know what’s coming next is if
08:10
know what’s coming next is if you don’t you’re gonna be the
08:11
you don’t you’re gonna be the guy that’s falling behind It’s
08:13
guy that’s falling behind It’s speaking of kind of knowing
08:14
speaking of kind of knowing what’s coming next. I know a
08:15
what’s coming next. I know a lot of times, especially in the
08:16
lot of times, especially in the spring season in upstate New
08:18
spring season in upstate New York, or even down south. the
08:19
York, or even down south. the grass is thick and heavy and
08:21
grass is thick and heavy and really nasty things are
08:22
really nasty things are breaking um is there a certain
08:24
breaking um is there a certain threshold? Going out to vet a
08:27
threshold? Going out to vet a new vendor or dealer of far as
08:29
new vendor or dealer of far as like parts and stocks certain
08:30
like parts and stocks certain things um I know that was one
08:31
things um I know that was one thing that I always found very
08:33
thing that I always found very beneficial is that the the
08:34
beneficial is that the the working with you guys as a
08:36
working with you guys as a vendors, there were certain
08:37
vendors, there were certain things. I really never had the
08:38
things. I really never had the problem of like Oh my gosh.
08:39
problem of like Oh my gosh. I’ve got to wait 2 weeks or
08:41
I’ve got to wait 2 weeks or have something like FedEx out
08:42
have something like FedEx out uh is there a certain threshold
08:43
uh is there a certain threshold or certain things you should be
08:44
or certain things you should be kinda vetting and dealing with
08:46
kinda vetting and dealing with to make sure they have in stock
08:46
to make sure they have in stock to protect you as a commercial
08:49
to protect you as a commercial um company. Oh, absolutely I
08:52
um company. Oh, absolutely I mean the one thing that built
08:53
mean the one thing that built our commercial business and the
08:54
our commercial business and the reason we’ve had people like
08:55
reason we’ve had people like you and the trim line of the
08:57
you and the trim line of the world and the customers. And
09:00
world and the customers. And they’ve been here for 2030 and
09:01
they’ve been here for 2030 and there’s even guys that we’ve
09:02
there’s even guys that we’ve had for 40 years. They’re not
09:04
had for 40 years. They’re not waiting for a pull. They’re not
09:06
waiting for a pull. They’re not waiting for a belt. They’re not
09:07
waiting for a belt. They’re not waiting for you know blades. I
09:10
waiting for you know blades. I mean how could a dealer or not
09:11
mean how could a dealer or not have in stock um and that’s
09:13
have in stock um and that’s what has drawn our company to
09:15
what has drawn our company to this day, But there’s guys that
09:16
this day, But there’s guys that come in with. Hey, I got a Toro
09:17
come in with. Hey, I got a Toro at two or sixty inch belt. I
09:19
at two or sixty inch belt. I know the X Mark one is the
09:20
know the X Mark one is the same. It’s not the same, but
09:21
same. It’s not the same, but there’s no reason that your
09:23
there’s no reason that your Toro dealer should not have
09:24
Toro dealer should not have that belt in stock. so if
09:25
that belt in stock. so if you’re buying a machine your
09:27
you’re buying a machine your common parts, you know scalp
09:28
common parts, you know scalp wheels your front casters um
09:30
wheels your front casters um all your eye. Um if they don’t
09:32
all your eye. Um if they don’t if they can tell you, oh yeah,
09:34
if they can tell you, oh yeah, I might have one in stock. you
09:35
I might have one in stock. you need to find somebody that
09:37
need to find somebody that says, Oh. yeah, we got a dozen
09:38
says, Oh. yeah, we got a dozen back there. You know we sell
09:39
back there. You know we sell 100 plus a year just because of
09:41
100 plus a year just because of the volume we do guys we have
09:43
the volume we do guys we have to stop it um long ago we’ve
09:45
to stop it um long ago we’ve gone to the system if we sell
09:47
gone to the system if we sell two parts and one season, that
09:48
two parts and one season, that is a stocking part, we will
09:50
is a stocking part, we will keep that part in stock for the
09:51
keep that part in stock for the year because we know that
09:53
year because we know that somebody needs it um and it is
09:55
somebody needs it um and it is it’s common where items it
09:57
it’s common where items it doesn’t necessarily mean that
09:58
doesn’t necessarily mean that we’ve got you know every gasket
09:59
we’ve got you know every gasket you know made but. The big
10:02
you know made but. The big thing with us and say Exmark,
10:03
thing with us and say Exmark, for example, is they’ve limited
10:05
for example, is they’ve limited the amount of parts on their
10:06
the amount of parts on their machines to where there’s
10:08
machines to where there’s certain machines they use 330
10:10
certain machines they use 330 parts and it’s common among
10:12
parts and it’s common among twenty to thirty different
10:13
twenty to thirty different models. Well, that helps us as
10:14
models. Well, that helps us as a dealer to know that’s a
10:16
a dealer to know that’s a company. you wanna work with
10:18
company. you wanna work with that every mower that comes
10:18
that every mower that comes out. it doesn’t have a
10:20
out. it doesn’t have a different blade different
10:21
different blade different blade. There’s different spin
10:22
blade. There’s different spin on it if you do that as a
10:24
on it if you do that as a dealer, you’re not gonna be
10:25
dealer, you’re not gonna be successful, You’re gonna thin
10:26
successful, You’re gonna thin yourself out and you’re not
10:28
yourself out and you’re not gonna be able to provide for
10:29
gonna be able to provide for the commercial cutters. Hey
10:31
the commercial cutters. Hey Mike uh jumping back to what
10:34
Mike uh jumping back to what you were talking about at the
10:34
you were talking about at the top of this about finding a
10:37
top of this about finding a dealer who has knowledge that
10:40
dealer who has knowledge that like actually knows this
10:42
like actually knows this equipment lives and breathes it
10:44
equipment lives and breathes it if I’m walking into a
10:46
if I’m walking into a dealership as a non equipment
10:47
dealership as a non equipment guy. How do I find out that
10:52
guy. How do I find out that this person actually has
10:54
this person actually has knowledge and it’s not just you
10:55
knowledge and it’s not just you know a gifted salesman well,
10:58
know a gifted salesman well, the main thing that they’re
10:59
the main thing that they’re gonna be should be asking you.
11:01
gonna be should be asking you. What are you looking to do with
11:02
What are you looking to do with your business? Are you looking
11:04
your business? Are you looking to do fifty homeowners in two
11:06
to do fifty homeowners in two neighborhoods and you’re not
11:07
neighborhoods and you’re not even gonna trailer and this is
11:09
even gonna trailer and this is what I’m gonna do it. They
11:10
what I’m gonna do it. They should they should ask you the
11:11
should they should ask you the right qualifying questions. not
11:13
right qualifying questions. not how much are you looking to
11:14
how much are you looking to spend that it should never be
11:16
spend that it should never be the first thing they ask you
11:18
the first thing they ask you because all I wanna spend five
11:18
because all I wanna spend five grand well. this is what I have
11:19
grand well. this is what I have for five grand. No, they should
11:21
for five grand. No, they should ask what are you looking to do?
11:22
ask what are you looking to do? Do you want it to be a side
11:24
Do you want it to be a side business? Are you a fireman and
11:25
business? Are you a fireman and you have 2 days off a week? Are
11:26
you have 2 days off a week? Are you looking to do this as hey
11:28
you looking to do this as hey the park just came to me and
11:29
the park just came to me and said I can. Whole Park for the
11:32
said I can. Whole Park for the year and they’re gonna pay me
11:34
year and they’re gonna pay me to do it. You know you gotta
11:36
to do it. You know you gotta find the dealers should be
11:37
find the dealers should be asking you the right questions.
11:38
asking you the right questions. He shouldn’t be telling you
11:39
He shouldn’t be telling you what you need to buy. He needs
11:41
what you need to buy. He needs to know what you’re gonna do
11:42
to know what you’re gonna do with the equipment and Mike
11:43
with the equipment and Mike said. That’s always been our
11:45
said. That’s always been our approach. you know, um we’re
11:46
approach. you know, um we’re not gonna sit here and tell you
11:48
not gonna sit here and tell you this machine cuz we’re gonna
11:49
this machine cuz we’re gonna make the most of it cuz we need
11:50
make the most of it cuz we need you to come back and buy the
11:52
you to come back and buy the RedX Blowers and the Husqvarna
11:54
RedX Blowers and the Husqvarna trimmers and uh you know it’s
11:55
trimmers and uh you know it’s we’re not looking for a
11:56
we’re not looking for a one-time sale if they look to
11:57
one-time sale if they look to be looking for a one-time sale,
11:59
be looking for a one-time sale, they’re probably not. In a
12:01
they’re probably not. In a couple of years to help you
12:02
couple of years to help you out, yeah and and as we’re
12:03
out, yeah and and as we’re going to buy a new equipment
12:05
going to buy a new equipment like is there certain things um
12:07
like is there certain things um different financing things that
12:08
different financing things that we should be looking at so if
12:09
we should be looking at so if it’s AAA vetted dealership uh
12:12
it’s AAA vetted dealership uh I’m assuming there should be
12:13
I’m assuming there should be certain types of financing
12:15
certain types of financing based on the specific
12:16
based on the specific equipment. they’re selling
12:17
equipment. they’re selling whether it’s zero finance or
12:19
whether it’s zero finance or different plans. um would you
12:20
different plans. um would you mind kinda hitting on that as
12:21
mind kinda hitting on that as far as like what your thought
12:23
far as like what your thought is of qualifying your deal them
12:25
is of qualifying your deal them offering certain financing
12:26
offering certain financing through like shuffle and things
12:27
through like shuffle and things like that come into play.
12:29
like that come into play. Always, I mean there’s always
12:31
Always, I mean there’s always gonna be a financial assistance
12:33
gonna be a financial assistance option through financing
12:34
option through financing whether it’s a 0% offer those
12:37
whether it’s a 0% offer those are kind of gone away over the
12:38
are kind of gone away over the last couple of years, but
12:39
last couple of years, but depending on the size of the
12:41
depending on the size of the dealer and what they can offer,
12:41
dealer and what they can offer, you know the dealers that do
12:43
you know the dealers that do more work with Sheffield can
12:45
more work with Sheffield can offer the better deals same
12:45
offer the better deals same with their brands um but yes,
12:48
with their brands um but yes, they should any dealership
12:50
they should any dealership should be able to offer some
12:52
should be able to offer some type of financing for your
12:53
type of financing for your equipment. A lot of guys are
12:54
equipment. A lot of guys are looking to lease now. we do a
12:56
looking to lease now. we do a lot of leasing as well. um but
12:57
lot of leasing as well. um but yes we do Sheffield. Western
13:00
yes we do Sheffield. Western finance um but yes in cities
13:03
finance um but yes in cities actually really got in to the
13:04
actually really got in to the game as well through exmark and
13:06
game as well through exmark and through Honda. um City Bank has
13:08
through Honda. um City Bank has really become one of our bigger
13:09
really become one of our bigger finances as well. So yes any
13:11
finances as well. So yes any any commercial dealership
13:12
any commercial dealership should have financing you
13:13
should have financing you should know the days of a cash
13:16
should know the days of a cash dealership, and this is the
13:16
dealership, and this is the only way that we operate those
13:18
only way that we operate those are gone. Um you have to be and
13:20
are gone. Um you have to be and one thing you brought up which
13:21
one thing you brought up which is interesting and it’s
13:22
is interesting and it’s something we’re looking at
13:23
something we’re looking at Callahan’s. We never pulled the
13:24
Callahan’s. We never pulled the trigger on uh but you mentioned
13:25
trigger on uh but you mentioned the big shift right now is
13:26
the big shift right now is going into leasing versus
13:27
going into leasing versus buying. Um real quickly would
13:30
buying. Um real quickly would you mind kinda express? Maybe
13:31
you mind kinda express? Maybe some of the pros and cons of
13:32
some of the pros and cons of what things you should look at
13:33
what things you should look at if leasing or buying is
13:35
if leasing or buying is appropriate for your business.
13:36
appropriate for your business. Yeah, I mean really gotta
13:39
Yeah, I mean really gotta figure out the hours that you
13:40
figure out the hours that you put on your machines. You are
13:42
put on your machines. You are your company continuously put
13:44
your company continuously put five to $700 on a machine in
13:46
five to $700 on a machine in upstate New York. This isn’t
13:48
upstate New York. This isn’t we’re not you know in the south
13:49
we’re not you know in the south where you can run $1500 a year
13:52
where you can run $1500 a year on a machine, we have such a
13:52
on a machine, we have such a limited time window that you’re
13:54
limited time window that you’re putting in five to $700 on the
13:56
putting in five to $700 on the machine while the more you’re.
13:59
machine while the more you’re. Season on it at least may not
13:59
Season on it at least may not be benefit to you if that
14:01
be benefit to you if that machine is gonna be shot in 2
14:02
machine is gonna be shot in 2 years and there’s probably not
14:03
years and there’s probably not much of a recourse in um,
14:07
much of a recourse in um, however, a lot of the things
14:07
however, a lot of the things that have changed even with the
14:09
that have changed even with the leasing now and the way that
14:10
leasing now and the way that people would buy in the past is
14:12
people would buy in the past is the warranties Now I’ve got so
14:14
the warranties Now I’ve got so much longer. I mean an exmark
14:15
much longer. I mean an exmark machine right now comes with a
14:17
machine right now comes with a five-year warranty on the X
14:18
five-year warranty on the X series machine. You know it
14:19
series machine. You know it used to be there are two-year
14:20
used to be there are two-year warranties in 2 years. You want
14:22
warranties in 2 years. You want to get rid of that machine as
14:23
to get rid of that machine as soon as the warranty is up
14:24
soon as the warranty is up anything’s on you well now you
14:26
anything’s on you well now you can you know, push those
14:27
can you know, push those machines out to 5 years and
14:28
machines out to 5 years and you’re getting all your idols
14:29
you’re getting all your idols cover You’re getting anything
14:31
cover You’re getting anything you know with your pumps and
14:32
you know with your pumps and stuff so um the big. I’ve
14:34
stuff so um the big. I’ve actually noticed with my
14:35
actually noticed with my leasing is really in my
14:37
leasing is really in my robotics and my husqvarna stuff
14:39
robotics and my husqvarna stuff is I’ve got a couple
14:40
is I’ve got a couple landscapers that are are
14:42
landscapers that are are leasing their robotic mowers
14:43
leasing their robotic mowers for the fact that it’s a dollar
14:45
for the fact that it’s a dollar buyout at the end and they can
14:46
buyout at the end and they can leave them right on these
14:47
leave them right on these people’s properties. Um so it’s
14:48
people’s properties. Um so it’s it’s a little different than
14:50
it’s a little different than some of the bigger. So I’m glad
14:52
some of the bigger. So I’m glad you mention the robotics so
14:54
you mention the robotics so just if anybody’s watching
14:55
just if anybody’s watching that’s unaware of robotic mower
14:56
that’s unaware of robotic mower is you wanna kinda break that
14:57
is you wanna kinda break that down? I know Dylan uh on the
14:59
down? I know Dylan uh on the simple grow team uh was located
15:01
simple grow team uh was located in Sudbury Ontario with his
15:02
in Sudbury Ontario with his maximum lawn care. Dylan was
15:04
maximum lawn care. Dylan was one of the uh I would say the
15:07
one of the uh I would say the frontier of automated robotic
15:09
frontier of automated robotic lawn mowers. I think he had
15:10
lawn mowers. I think he had thirty or forty of all among
15:11
thirty or forty of all among Sudbury Ontario, which if you
15:13
Sudbury Ontario, which if you ever been in Sudbury, it’s not
15:14
ever been in Sudbury, it’s not a big town um so would you mind
15:16
a big town um so would you mind kinda just I guess that wasn’t
15:19
kinda just I guess that wasn’t the conversation, But I think
15:20
the conversation, But I think that’s an interesting play cuz
15:22
that’s an interesting play cuz Jonathan Potosi of the lawn
15:23
Jonathan Potosi of the lawn care Millionaire Co-founder of
15:24
care Millionaire Co-founder of service Autopilot um is always
15:26
service Autopilot um is always looking at the next shift in
15:27
looking at the next shift in technology and I feel like that
15:28
technology and I feel like that it seems to be the next shift
15:30
it seems to be the next shift they’ve been around for 2030
15:31
they’ve been around for 2030 years in Europe, but what are
15:33
years in Europe, but what are you seeing? Is it more of a
15:36
you seeing? Is it more of a residential place in a
15:37
residential place in a commercial play? um and I know
15:39
commercial play? um and I know they had some all the way up to
15:40
they had some all the way up to sixty inches at GIE, so it
15:41
sixty inches at GIE, so it wasn’t like just a little owner
15:43
wasn’t like just a little owner units. Yeah, no we’re uh we’re
15:45
units. Yeah, no we’re uh we’re actually a mean green dealer as
15:46
actually a mean green dealer as well, who’s working on some of
15:47
well, who’s working on some of the sixty inch and seventy-two
15:48
the sixty inch and seventy-two we actually have a 74 inch um a
15:51
we actually have a 74 inch um a autonomous smaller um but we
15:53
autonomous smaller um but we got hooked up. We’ve been a
15:54
got hooked up. We’ve been a Husqvarna dealer since the
15:55
Husqvarna dealer since the early 90s um right after we
15:57
early 90s um right after we have a big ice storm here and
15:58
have a big ice storm here and we need a chainsaw so we got
15:59
we need a chainsaw so we got hooked up with Havana and uh 5
16:02
hooked up with Havana and uh 5 years ago they started bringing
16:03
years ago they started bringing over the robotic mower from
16:05
over the robotic mower from Europe. um. It was a tough sell
16:07
Europe. um. It was a tough sell in the states. You know they
16:09
in the states. You know they they brought them in. they were
16:10
they brought them in. they were expected to just take off and
16:13
expected to just take off and um it’s it’s been a lot of work
16:14
um it’s it’s been a lot of work um in 2016, I took it on and
16:17
um in 2016, I took it on and and I went full force with it.
16:18
and I went full force with it. uh I’ve done over 150 installs
16:22
uh I’ve done over 150 installs of Husqvarna Automower is the
16:24
of Husqvarna Automower is the brand that I’m doing um this
16:26
brand that I’m doing um this year alone. I’ve done ninety
16:28
year alone. I’ve done ninety and the shift has changed over
16:30
and the shift has changed over a little bit to that commercial
16:32
a little bit to that commercial area. Uh I’ve set up um JR
16:34
area. Uh I’ve set up um JR landscape down in Syracuse. um
16:36
landscape down in Syracuse. um he’s come all the way up to
16:38
he’s come all the way up to Rochester here to see me pick
16:39
Rochester here to see me pick my brain and he did a lease a
16:40
my brain and he did a lease a 25. Right now he’s looking at
16:43
25. Right now he’s looking at another twenty-five for next
16:45
another twenty-five for next season. uh RIT I’ve five units
16:48
season. uh RIT I’ve five units on their campus this year.
16:49
on their campus this year. We’ve got six different high
16:51
We’ve got six different high schools now that are using
16:53
schools now that are using Husqvarna Automower. I’ve got
16:55
Husqvarna Automower. I’ve got uh churchville chili Leroy
16:57
uh churchville chili Leroy schools uh honey falls. I know
17:00
schools uh honey falls. I know I’m gonna miss a couple but
17:01
I’m gonna miss a couple but they’re using them in their
17:03
they’re using them in their courtyards instead of putting a
17:05
courtyards instead of putting a gas machine, bringing it
17:06
gas machine, bringing it through the school. They’ve all
17:07
through the school. They’ve all got a little courtyards there
17:09
got a little courtyards there um we’re able to set this mower
17:10
um we’re able to set this mower off. Cut at night, there’s no
17:13
off. Cut at night, there’s no noise. The kids don’t even know
17:14
noise. The kids don’t even know it’s there, and that courtyard
17:16
it’s there, and that courtyard is always maintained um
17:17
is always maintained um penfield schools. they’ve got
17:19
penfield schools. they’ve got four of them now uh churchville
17:20
four of them now uh churchville just went for two more RIT.
17:22
just went for two more RIT. We’re cutting the Big Hill. I’m
17:24
We’re cutting the Big Hill. I’m I don’t like be RT campus, but
17:26
I don’t like be RT campus, but they’ve got they’ve got a large
17:27
they’ve got they’ve got a large hill that the students at the
17:28
hill that the students at the end of the year they slide down
17:29
end of the year they slide down the hill to the graduation of
17:31
the hill to the graduation of well they were trying to use a
17:32
well they were trying to use a stand on mower. you know they
17:34
stand on mower. you know they had a um stand on their cutting
17:36
had a um stand on their cutting the property with and it got
17:38
the property with and it got dicey. It was a pretty slow
17:40
dicey. It was a pretty slow pill. big pretty steep hill and
17:41
pill. big pretty steep hill and we brought the all-wheel drive.
17:43
we brought the all-wheel drive. Out there and it’s been there
17:45
Out there and it’s been there all season. They’ve had no
17:47
all season. They’ve had no issues with it. They have had
17:47
issues with it. They have had to do anything with it and and
17:49
to do anything with it and and it’s really just the way that
17:51
it’s really just the way that it’s moving so uh a time this
17:53
it’s moving so uh a time this morning robotic mowers. It’s
17:55
morning robotic mowers. It’s not the future anymore. It is
17:56
not the future anymore. It is it is here now, at least in our
17:58
it is here now, at least in our area where I’ve been successful
17:59
area where I’ve been successful with it and we’ve been able to
18:01
with it and we’ve been able to to you know, show people the
18:03
to you know, show people the advantage of it. There’s no
18:03
advantage of it. There’s no gas. There’s no oil. There is
18:06
gas. There’s no oil. There is no your lawn is always
18:07
no your lawn is always maintained. It doesn’t look
18:08
maintained. It doesn’t look like Yankee Stadium where
18:09
like Yankee Stadium where your’re stripe in the field,
18:10
your’re stripe in the field, but it looks like a turf field
18:12
but it looks like a turf field um. You know I’ve I’ve let the
18:14
um. You know I’ve I’ve let the homeowners know if you do have
18:15
homeowners know if you do have an issue with it. It’s a lot
18:16
an issue with it. It’s a lot easier to pick that thing up
18:17
easier to pick that thing up and put it in the front of your
18:18
and put it in the front of your car, but you gotta get a
18:20
car, but you gotta get a trailer a truck or a buddy to
18:22
trailer a truck or a buddy to come drop off the mower. Bring
18:24
come drop off the mower. Bring it in. you know, sit there for
18:25
it in. you know, sit there for a couple of weeks. I mean this
18:27
a couple of weeks. I mean this we can plug right in and figure
18:28
we can plug right in and figure out what’s going on. So? yeah
18:29
out what’s going on. So? yeah it’s it’s exciting. I mean it’s
18:30
it’s it’s exciting. I mean it’s it’s not I gravitated towards
18:32
it’s not I gravitated towards these last couple of years and
18:34
these last couple of years and I’ve really I’ve been excited
18:35
I’ve really I’ve been excited to share with everybody. I
18:36
to share with everybody. I haven’t cut my grass in 4
18:37
haven’t cut my grass in 4 years. I mean this thing is and
18:39
years. I mean this thing is and we’re talking to some
18:40
we’re talking to some landscapers here that don’t
18:41
landscapers here that don’t wanna hear but for the last 4
18:42
wanna hear but for the last 4 years, I’ve done nothing but
18:44
years, I’ve done nothing but strengthen my and it’s been
18:45
strengthen my and it’s been great. That’s awesome, um Cody
18:48
great. That’s awesome, um Cody any thoughts up to this point
18:50
any thoughts up to this point here before we dive into uh one
18:50
here before we dive into uh one of my favorite topics
18:52
of my favorite topics preventative maintenance and
18:53
preventative maintenance and repairs Well so Mike you
18:55
repairs Well so Mike you mentioned mean Green and I
18:57
mentioned mean Green and I wanted to talk about them for
18:58
wanted to talk about them for just a second where do you do
19:02
just a second where do you do you see the same like the
19:04
you see the same like the future is here now with like
19:06
future is here now with like commercial electric equipment
19:08
commercial electric equipment that you’re seeing with
19:10
that you’re seeing with autonomous equipment, I do it’s
19:13
autonomous equipment, I do it’s still more of a niche right now
19:14
still more of a niche right now because it is such a bigger
19:16
because it is such a bigger investment for people to get
19:17
investment for people to get into. Um you know the Jeff when
19:21
into. Um you know the Jeff when he bought his automower from he
19:23
he bought his automower from he bought Twenty-five machines and
19:25
bought Twenty-five machines and that worked out to be a $60000
19:27
that worked out to be a $60000 buy well if we’re gonna do that
19:29
buy well if we’re gonna do that with I mean green you’re
19:31
with I mean green you’re getting a one zero turn in a
19:33
getting a one zero turn in a stand on so where he’s you
19:35
stand on so where he’s you know. it’s it’s the price is
19:38
know. it’s it’s the price is still an issue, but you’re also
19:41
still an issue, but you’re also you have to target your
19:43
you have to target your business. You know differently.
19:43
business. You know differently. You can’t be. I’m gonna go cut
19:45
You can’t be. I’m gonna go cut you know commercial properties.
19:47
you know commercial properties. Mean green and say that I’m
19:50
Mean green and say that I’m gonna handle all of this. At
19:51
gonna handle all of this. At the same price I was doing it
19:52
the same price I was doing it before you know you have to
19:53
before you know you have to sell that as an upgraded
19:55
sell that as an upgraded company of you know we’re
19:57
company of you know we’re bringing in a propane truck out
19:59
bringing in a propane truck out there or whatever it may be or
20:00
there or whatever it may be or you know and sell your business
20:02
you know and sell your business that way. It’s a it’s a harder
20:05
that way. It’s a it’s a harder integrate to integrate that
20:07
integrate to integrate that into uh you know, sixteen
20:08
into uh you know, sixteen trucks and trailers, and we’re
20:10
trucks and trailers, and we’re gonna have one that’s just mean
20:11
gonna have one that’s just mean and green. They’re great
20:12
and green. They’re great machines. We went down there um
20:15
machines. We went down there um 3 years ago, visited the
20:16
3 years ago, visited the factory in Ross, Ohio, and we
20:18
factory in Ross, Ohio, and we were amazed you know I got
20:19
were amazed you know I got back. I went with my father.
20:21
back. I went with my father. And like you know nobody in New
20:23
And like you know nobody in New York is doing it, you know we
20:24
York is doing it, you know we can handle Syracuse, Buffalo
20:25
can handle Syracuse, Buffalo and Rochester. We can be the
20:27
and Rochester. We can be the distributor or dealer in the
20:28
distributor or dealer in the area and I think we should jump
20:30
area and I think we should jump on it now and we did. I mean
20:32
on it now and we did. I mean they’re aluminum frames so with
20:34
they’re aluminum frames so with the weight of those batteries
20:35
the weight of those batteries and stuff you’re still the same
20:36
and stuff you’re still the same weight as a as an ex mark
20:40
weight as a as an ex mark zero-turn. So there’s not a big
20:40
zero-turn. So there’s not a big weight difference that you
20:41
weight difference that you would you would expect um and
20:44
would you would expect um and they’ve held up well and we’ve
20:44
they’ve held up well and we’ve done well with them. You know
20:46
done well with them. You know we do have a lot of towns and
20:47
we do have a lot of towns and municipalities schools our IT
20:48
municipalities schools our IT again. They’ve got some um you
20:50
again. They’ve got some um you know Fairport electric all
20:52
know Fairport electric all these companies. you know you
20:53
these companies. you know you know, we’re moving them to
20:54
know, we’re moving them to places that really wanna get.
20:57
places that really wanna get. That green area um, but yes, it
21:00
That green area um, but yes, it is it is the future, but they
21:02
is it is the future, but they they’re here. I mean they’re
21:03
they’re here. I mean they’re they’re constantly upgrading
21:04
they’re constantly upgrading different types of lithium
21:05
different types of lithium batteries and and um and it
21:08
batteries and and um and it there’s no noise, which is
21:09
there’s no noise, which is really nice and that’s
21:12
really nice and that’s interesting because a lot of
21:12
interesting because a lot of the noise, especially out west
21:13
the noise, especially out west right now is being regulated.
21:15
right now is being regulated. so we’re seeing a big shift to
21:16
so we’re seeing a big shift to that electric um and kinda
21:19
that electric um and kinda clean green air movement. I
21:21
clean green air movement. I hope you wanna say what’s up to
21:23
hope you wanna say what’s up to Hobie wants to sell and auto
21:24
Hobie wants to sell and auto mowers down in the area of
21:26
mowers down in the area of Savannah. Great trip Last time
21:29
Savannah. Great trip Last time we were down there for DS this
21:31
we were down there for DS this year for sure um but I guess
21:33
year for sure um but I guess we’re kinda wrap it up like
21:34
we’re kinda wrap it up like your preventative maintenance
21:35
your preventative maintenance and things like that, no matter
21:36
and things like that, no matter the equipment you’re running um
21:39
the equipment you’re running um whether you’re out in Texas
21:40
whether you’re out in Texas running year round, you’re in
21:41
running year round, you’re in upstate New York uh up in
21:43
upstate New York uh up in Canada limited season. Uh what
21:46
Canada limited season. Uh what are you looking at for
21:47
are you looking at for preventive maintenance? best
21:48
preventive maintenance? best practices? um that maybe what
21:50
practices? um that maybe what should you be doing in house as
21:51
should you be doing in house as far as if you don’t have a
21:52
far as if you don’t have a full-time mechanic and then
21:53
full-time mechanic and then what should you be handed off
21:54
what should you be handed off to a dealership? uh such as you
21:55
to a dealership? uh such as you guys for professional
21:57
guys for professional preventive maintenance to make
21:58
preventive maintenance to make sure that you’re you’re kinda
21:59
sure that you’re you’re kinda checking all the check boxes to
22:01
checking all the check boxes to stay within that 5 year
22:01
stay within that 5 year warranty, I can imagine. If you
22:03
warranty, I can imagine. If you don’t do certain things and
22:05
don’t do certain things and that they’re not gonna cover
22:06
that they’re not gonna cover you for everything right, you
22:08
you for everything right, you know. that’s it’s knowing what
22:09
know. that’s it’s knowing what you’re good at and knowing what
22:10
you’re good at and knowing what you can do Um you know there’s
22:12
you can do Um you know there’s certain guys that don’t have
22:13
certain guys that don’t have any text or you know two three
22:15
any text or you know two three main operations and changing
22:18
main operations and changing the oil is about the only thing
22:19
the oil is about the only thing they can do in sharpen the
22:21
they can do in sharpen the blades while those are two
22:22
blades while those are two major things as long as you can
22:23
major things as long as you can get on keep your deck cleaned
22:25
get on keep your deck cleaned out underneath um especially in
22:27
out underneath um especially in heavy season when there’s a lot
22:28
heavy season when there’s a lot of moisture in the ground and
22:29
of moisture in the ground and stuff like that. Um you know
22:31
stuff like that. Um you know changing your oil is obviously
22:32
changing your oil is obviously a huge thing if you know how to
22:34
a huge thing if you know how to change. That’s great, but all
22:36
change. That’s great, but all these machines now have
22:38
these machines now have replaceable filters are easier
22:39
replaceable filters are easier to get to um you’ve got to make
22:41
to get to um you’ve got to make sure you take care of your
22:42
sure you take care of your drive system um other than your
22:44
drive system um other than your engine that drive system is
22:45
engine that drive system is probably one of the most
22:45
probably one of the most expensive things to replace and
22:47
expensive things to replace and if you’re not treating that
22:48
if you’re not treating that right and taking care of it
22:49
right and taking care of it that can get costly for you so
22:52
that can get costly for you so um but yeah, it’s it’s keeping
22:53
um but yeah, it’s it’s keeping your air filter clean. You know
22:55
your air filter clean. You know that’s common stuff that
22:56
that’s common stuff that anybody can do. if you don’t
22:56
anybody can do. if you don’t have a tech, you know, check
22:57
have a tech, you know, check your air filter uh especially
22:59
your air filter uh especially when you get into the season
23:00
when you get into the season with the cotton and everything
23:02
with the cotton and everything you know, pulling down to the
23:02
you know, pulling down to the top of the engine, making sure.
23:04
top of the engine, making sure. In that um you know when you
23:07
In that um you know when you get to where you’re got oil
23:08
get to where you’re got oil leaks and stuff like that,
23:09
leaks and stuff like that, Yeah, that’s not prevent it.
23:11
Yeah, that’s not prevent it. You need to bring that to a
23:12
You need to bring that to a dealer um especially if you’re
23:14
dealer um especially if you’re under warranty. Don’t be like,
23:15
under warranty. Don’t be like, Oh just add a car every day
23:16
Oh just add a car every day before we go out and it’ll be
23:18
before we go out and it’ll be fine. No, it doesn’t work that
23:20
fine. No, it doesn’t work that way and you’re gonna do more
23:20
way and you’re gonna do more damage than good you know and
23:22
damage than good you know and if there’s no oil in there,
23:23
if there’s no oil in there, it’s even worse cuz there’s not
23:25
it’s even worse cuz there’s not gonna be a manufacturer. It’s
23:27
gonna be a manufacturer. It’s Kawasaki Cooler Briggs. That’s
23:28
Kawasaki Cooler Briggs. That’s gonna say yeah, we’ll give a
23:29
gonna say yeah, we’ll give a new engine cuz they ran out of
23:31
new engine cuz they ran out of oil um so common stuff like
23:33
oil um so common stuff like that. Um you know when you’re
23:35
that. Um you know when you’re you’re using your machine and
23:36
you’re using your machine and you got you know three or $400
23:37
you got you know three or $400 in your handles feel a little
23:39
in your handles feel a little loose on it doesn’t mean. It’s
23:40
loose on it doesn’t mean. It’s it’s fine. I just you know
23:42
it’s fine. I just you know adjust to it and all you can
23:44
adjust to it and all you can replace your dampers you know
23:45
replace your dampers you know in a good deal. I’ll let you
23:48
in a good deal. I’ll let you know how to do some of the
23:49
know how to do some of the simple stuff if it’s something
23:50
simple stuff if it’s something that we have to explain that
23:51
that we have to explain that it’s gonna take you 30 hours or
23:52
it’s gonna take you 30 hours or sorry. It’s gonna take us 30
23:54
sorry. It’s gonna take us 30 minutes to explain the process
23:56
minutes to explain the process well that needs to be brought
23:56
well that needs to be brought to the dealer. Um our time is
23:59
to the dealer. Um our time is money. your time is money. We
24:00
money. your time is money. We can’t sit there and hope that
24:01
can’t sit there and hope that we explained it right and you
24:03
we explained it right and you figure it out and we’re good to
24:04
figure it out and we’re good to go. You know it’s a lot easier
24:06
go. You know it’s a lot easier just to drop it off and and let
24:07
just to drop it off and and let the you know, let them do what
24:09
the you know, let them do what they do. But yes, you know your
24:11
they do. But yes, you know your common stuff. Keep your bleach
24:12
common stuff. Keep your bleach or change your oil. Check your
24:15
or change your oil. Check your oil air filter. um those are
24:16
oil air filter. um those are the main things and you wanna
24:17
the main things and you wanna take care of your drive system.
24:19
take care of your drive system. If you don’t know how to do it,
24:20
If you don’t know how to do it, you have your dealer to take
24:21
you have your dealer to take care of it for you and one
24:22
care of it for you and one thing you just brought up like
24:23
thing you just brought up like that that triggered the some
24:25
that that triggered the some some memorable flashback for
24:27
some memorable flashback for the last twenty something years
24:28
the last twenty something years is for sure, it’s not if but
24:30
is for sure, it’s not if but when you’re gonna drop off that
24:31
when you’re gonna drop off that piece of equipment, I don’t
24:31
piece of equipment, I don’t care how good it is uh if
24:33
care how good it is uh if things are gonna break and
24:34
things are gonna break and things are gonna go down um so
24:35
things are gonna go down um so let’s just say if I’m vetting a
24:37
let’s just say if I’m vetting a dealer is there a certain
24:38
dealer is there a certain question I? Asking about if I
24:40
question I? Asking about if I have a major breakdown like
24:42
have a major breakdown like I’ve got to replace an engine
24:43
I’ve got to replace an engine or whole hydrant system to be
24:44
or whole hydrant system to be replaced, is there a certain
24:46
replaced, is there a certain policies or procedures in
24:47
policies or procedures in place? That’s um I can get
24:48
place? That’s um I can get basically a demo or a loaner
24:51
basically a demo or a loaner for a certain amount of time
24:52
for a certain amount of time whether I’m paying for it or
24:53
whether I’m paying for it or not paying for it uh but you
24:54
not paying for it uh but you know time is money and I know
24:55
know time is money and I know you guys have been more than
24:58
you guys have been more than generous to us and I gotta
24:59
generous to us and I gotta thank you cuz you’ve kept this
24:59
thank you cuz you’ve kept this in several weeks of uh you know
25:02
in several weeks of uh you know what when engines blowing
25:03
what when engines blowing things happen um but I know one
25:04
things happen um but I know one of the things that we really
25:07
of the things that we really trust in that relationship even
25:08
trust in that relationship even if you know it wasn’t the
25:09
if you know it wasn’t the cheapest. The service and the
25:11
cheapest. The service and the backing up was was was
25:13
backing up was was was instrumental for success, but
25:15
instrumental for success, but if we blew an engine or
25:15
if we blew an engine or something happened, uh nine
25:17
something happened, uh nine times out of ten if there was a
25:18
times out of ten if there was a piece of equipment available,
25:19
piece of equipment available, we’re able to use that uh
25:21
we’re able to use that uh whether it’s free or at a cost,
25:23
whether it’s free or at a cost, but it allowed us to continue
25:24
but it allowed us to continue to operate. so I guess
25:26
to operate. so I guess proactive if you’re going out
25:27
proactive if you’re going out to be a dealer if you’re
25:28
to be a dealer if you’re working with the dealer right
25:29
working with the dealer right now is there’s certain things
25:30
now is there’s certain things that I should be asking as a
25:31
that I should be asking as a business owner around what if I
25:33
business owner around what if I have a catastrophic breakdown
25:34
have a catastrophic breakdown on my mowers down for the next
25:35
on my mowers down for the next three to 5 days, Yeah, you
25:37
three to 5 days, Yeah, you definitely wanna know that you
25:38
definitely wanna know that you wanna know their policies.
25:40
wanna know their policies. Procedures um you know
25:42
Procedures um you know everybody’s got a demo program
25:43
everybody’s got a demo program or a loaner program. um ours
25:46
or a loaner program. um ours has been give us 24 hours if
25:47
has been give us 24 hours if you drop it off on Monday first
25:50
you drop it off on Monday first thing in the morning if we
25:51
thing in the morning if we can’t have it back to Tuesday
25:52
can’t have it back to Tuesday morning, you’re taking a dumb,
25:53
morning, you’re taking a dumb, you know we that’s our policy.
25:55
you know we that’s our policy. That’s how we’ve been because
25:56
That’s how we’ve been because we stock so many parts and
25:58
we stock so many parts and we’ve seen pretty much
25:59
we’ve seen pretty much everything you can see um
26:01
everything you can see um thanks to Mike um you know we
26:04
thanks to Mike um you know we we uh we we know that we can
26:07
we uh we we know that we can get that machine back to you if
26:08
get that machine back to you if we can if you do need an engine
26:10
we can if you do need an engine if you’re purchasing an engine
26:12
if you’re purchasing an engine from us, Yes, we will find a
26:13
from us, Yes, we will find a machine for you to get by until
26:13
machine for you to get by until that engine is you know
26:14
that engine is you know replaced and. Um you know our
26:19
replaced and. Um you know our commercial service department
26:19
commercial service department is completely separate from our
26:21
is completely separate from our residential service department.
26:22
residential service department. I have three full-time tax that
26:23
I have three full-time tax that are strictly working on
26:25
are strictly working on commercial equipment um so
26:27
commercial equipment um so we’re not gonna have that
26:27
we’re not gonna have that backlog that we can get with
26:30
backlog that we can get with our three residential tax that
26:31
our three residential tax that are sitting there and we’re
26:33
are sitting there and we’re taking in 25 residential
26:35
taking in 25 residential machines a day you know there’s
26:36
machines a day you know there’s there’s an area that you need
26:38
there’s an area that you need to know. Hey do you have
26:39
to know. Hey do you have service techs that are just
26:40
service techs that are just strictly for your commercial
26:41
strictly for your commercial customers? Uh if they say no,
26:43
customers? Uh if they say no, we got two guys back there and
26:44
we got two guys back there and they’re they’re pretty good.
26:45
they’re they’re pretty good. You know how good are they can
26:46
You know how good are they can they? Everything that I need if
26:48
they? Everything that I need if they seen most of the stuff um
26:50
they seen most of the stuff um you know, we’re lucky enough to
26:52
you know, we’re lucky enough to have two text, You know, Dave
26:53
have two text, You know, Dave and Paul with us for over 30
26:56
and Paul with us for over 30 years and they’re going strong
26:57
years and they’re going strong today and they’ve pass that
26:59
today and they’ve pass that knowledge on to my younger, you
27:00
knowledge on to my younger, you know my age and our mid 30s
27:02
know my age and our mid 30s early 40s that are moving
27:04
early 40s that are moving forward with the company. so
27:05
forward with the company. so you wanna know the secession
27:07
you wanna know the secession plan that they have as well. If
27:08
plan that they have as well. If you know they got two guys that
27:09
you know they got two guys that yeah, they’ve been here for 40
27:11
yeah, they’ve been here for 40 years. They’re great. well, how
27:12
years. They’re great. well, how many more years are they gonna
27:13
many more years are they gonna be around and what do they have
27:15
be around and what do they have in place to come behind them?
27:16
in place to come behind them? So um but yeah, that’s. That
27:19
So um but yeah, that’s. That everybody should have some type
27:20
everybody should have some type of a demo program, especially
27:21
of a demo program, especially when you’re moving 200 plus
27:23
when you’re moving 200 plus commercial machines a year you
27:25
commercial machines a year you know, I don’t care what you’re
27:27
know, I don’t care what you’re selling. There’s gonna be some
27:28
selling. There’s gonna be some issues that arise and they’re
27:29
issues that arise and they’re gonna be more issues and you
27:31
gonna be more issues and you just got to be able to you
27:32
just got to be able to you know, help the guys out. so
27:33
know, help the guys out. so it’s I said Time is money on
27:35
it’s I said Time is money on both ends you end and ours.
27:37
both ends you end and ours. Yeah. absolutely. and I know we
27:38
Yeah. absolutely. and I know we we definitely uh help your your
27:40
we definitely uh help your your tax see just about everything
27:42
tax see just about everything you could possibly be broke so
27:43
you could possibly be broke so I may be happy in the excel
27:44
I may be happy in the excel sheets in the uh overhead
27:45
sheets in the uh overhead recovery in the budgeting and
27:46
recovery in the budgeting and the software, but uh.
27:47
the software, but uh. Throughout the years until we
27:49
Throughout the years until we actually had some full-time
27:50
actually had some full-time mechanics, uh we definitely uh
27:51
mechanics, uh we definitely uh learn what to do and what not
27:53
learn what to do and what not to do and speaking of slopes, I
27:55
to do and speaking of slopes, I think we’ve tumbled a few
27:56
think we’ve tumbled a few mowers uh at least walks down
27:58
mowers uh at least walks down some hills. so uh you guys have
27:59
some hills. so uh you guys have been back in the shape. make
28:00
been back in the shape. make sure some ducks kinda got
28:02
sure some ducks kinda got pulled back and uh amongst
28:03
pulled back and uh amongst other things. I’m sure we’ve
28:04
other things. I’m sure we’ve got a pretty good record of
28:06
got a pretty good record of motor replacement over there as
28:07
motor replacement over there as well. Uh I may own that part of
28:09
well. Uh I may own that part of that back building. I’m pretty
28:10
that back building. I’m pretty sure that’s uh graveyard right
28:13
sure that’s uh graveyard right there for you so the wall of
28:15
there for you so the wall of shame. I’m sure but Mike, I
28:17
shame. I’m sure but Mike, I can’t appreciate you enough
28:18
can’t appreciate you enough coming on. um oh thank you you.
28:20
coming on. um oh thank you you. A pleasure I know a lot of
28:22
A pleasure I know a lot of times business owners um either
28:24
times business owners um either we come in really strong savvy
28:26
we come in really strong savvy business wise or equipment wise
28:28
business wise or equipment wise or somewhere stuck in the
28:29
or somewhere stuck in the middle um, but that’s always
28:30
middle um, but that’s always been one of the things that we
28:31
been one of the things that we see on a lot of the Facebook
28:33
see on a lot of the Facebook groups is you know now that
28:34
groups is you know now that I’ve actually made a full-time
28:35
I’ve actually made a full-time job? Where do I go get this
28:36
job? Where do I go get this equipment and enough to knock
28:38
equipment and enough to knock on the big box stores, but uh
28:40
on the big box stores, but uh at least in my opinion and
28:41
at least in my opinion and that’s not the direction you
28:42
that’s not the direction you wanna go and we see that a lot
28:44
wanna go and we see that a lot of times in these Facebook
28:44
of times in these Facebook groups. so um I think kinda
28:47
groups. so um I think kinda bringing an expert like
28:47
bringing an expert like yourself on here with sixty
28:48
yourself on here with sixty plus years in the industry.
28:51
plus years in the industry. Business is helpful for the
28:52
Business is helpful for the general public is now at least
28:53
general public is now at least we’ve got vetted some questions
28:55
we’ve got vetted some questions in the benchmark of what they
28:55
in the benchmark of what they should be looking at um and if
28:58
should be looking at um and if people are in the upstate New
28:59
people are in the upstate New York area, obviously, you got a
29:01
York area, obviously, you got a brand new location now open it
29:02
brand new location now open it up in Buffalo commercial only
29:03
up in Buffalo commercial only and uh obviously the Rochester
29:06
and uh obviously the Rochester location over 60 years here uh
29:07
location over 60 years here uh people are in the upstate New
29:08
people are in the upstate New York area and interested in
29:09
York area and interested in reaching out to you or some way
29:11
reaching out to you or some way they can hold you. Yeah
29:11
they can hold you. Yeah absolutely uh broner.com so BR
29:15
absolutely uh broner.com so BR ODER dot com. That’s our
29:16
ODER dot com. That’s our website. uh you can access us
29:17
website. uh you can access us there 24/7. We are we’re
29:20
there 24/7. We are we’re located in Rochester right in
29:22
located in Rochester right in the right in the town of Gates
29:23
the right in the town of Gates and then our new location in
29:25
and then our new location in Buffalo, which will be
29:27
Buffalo, which will be commercial only. um you know
29:28
commercial only. um you know we’re bringing our mean green
29:29
we’re bringing our mean green or x Mark Steiner and our Billy
29:31
or x Mark Steiner and our Billy Goat truck loaders up to the
29:33
Goat truck loaders up to the area. Uh we’re gonna be on
29:34
area. Uh we’re gonna be on transit road in the so uh look
29:36
transit road in the so uh look out for that. We’ll have that
29:37
out for that. We’ll have that up on the website um you know
29:39
up on the website um you know and anybody with the Automower.
29:41
and anybody with the Automower. It’s or USA I got my own
29:43
It’s or USA I got my own website.com and uh USA on
29:46
website.com and uh USA on Instagram. so we appreciate you
29:47
Instagram. so we appreciate you guys. Thank you all and thanks
29:48
guys. Thank you all and thanks for having me. And uh anytime
29:50
for having me. And uh anytime you need anything, let me know.
29:51
you need anything, let me know. Yeah. I appreciate it. It’s
29:52
Yeah. I appreciate it. It’s Rick and Tim. I say hello and
29:53
Rick and Tim. I say hello and Paul and the whole crew over
29:54
Paul and the whole crew over there. so it’s been a while,
29:55
there. so it’s been a while, but uh definitely thank you for
29:57
but uh definitely thank you for the success we’ve had over the
29:58
the success we’ve had over the years um so any questions feel
30:01
years um so any questions feel drop to below in the comments
30:02
drop to below in the comments here. we’ll keep an eye for the
30:03
here. we’ll keep an eye for the next 24 to 48 hours uh as a
30:06
next 24 to 48 hours uh as a weekly talk show coming to you
30:07
weekly talk show coming to you live every one every Friday at
30:09
live every one every Friday at 1 PM eastern 12 PM Central Mike
30:11
1 PM eastern 12 PM Central Mike Callahan and Cody and Special
30:14
Callahan and Cody and Special guest Mike Baum. We’ll see you
30:15
guest Mike Baum. We’ll see you guys next week. See you guys

Callahan’s Corner: Daily & Weekly KPI Reports

Video Transcript

00:02
Mike Kelly here with uh simple
00:03
Mike Kelly here with uh simple growth wanted to make a quick
00:05
growth wanted to make a quick video. I had a lot of people
00:06
video. I had a lot of people asking about our KPI report or
00:10
asking about our KPI report or key performance indicator
00:10
key performance indicator reports. So this video actually
00:12
reports. So this video actually is going to be twofold for our
00:14
is going to be twofold for our existing clients uh to answer
00:17
existing clients uh to answer some questions and how it works
00:18
some questions and how it works and if you’re not using a KPI
00:20
and if you’re not using a KPI report in your software uh such
00:22
report in your software uh such as service Autopilot, I wanna
00:23
as service Autopilot, I wanna at least lift the hood and show
00:25
at least lift the hood and show you uh some of the benefits
00:27
you uh some of the benefits whether you utilize simple
00:29
whether you utilize simple growth, KPI reports to build
00:30
growth, KPI reports to build some of your own. There are
00:33
some of your own. There are massive gains of knowledge that
00:34
massive gains of knowledge that we can find so once we’ve
00:36
we can find so once we’ve released. Out to the general
00:39
released. Out to the general public, there was a lot of
00:40
public, there was a lot of questions and concerns around
00:42
questions and concerns around general database hygiene a good
00:43
general database hygiene a good data and good data out maybe no
00:46
data and good data out maybe no data in no data out and
00:47
data in no data out and everything else in between. I’m
00:48
everything else in between. I’m gonna pull my screen here um
00:51
gonna pull my screen here um kinda breakdown what we’ve got
00:53
kinda breakdown what we’ve got here So this is uh the simple
00:57
here So this is uh the simple growth uh yesterday reports so
00:59
growth uh yesterday reports so what it does is it
01:00
what it does is it automatically emails you a
01:02
automatically emails you a report of your budget versus
01:04
report of your budget versus actual from the day before and
01:05
actual from the day before and then uh on. And say Monday it
01:08
then uh on. And say Monday it gives you the previous week, so
01:10
gives you the previous week, so you have an idea of where
01:12
you have an idea of where you’re at as far as good data
01:13
you’re at as far as good data and good data out so on the
01:15
and good data out so on the screen here. If you can see it
01:16
screen here. If you can see it is we’ve got the number of men
01:17
is we’ve got the number of men and ladies on the crew here.
01:19
and ladies on the crew here. we’ve got the uh either the
01:22
we’ve got the uh either the solo person or the crew the
01:25
solo person or the crew the date the service the clock in
01:27
date the service the clock in and clock out time. So this is
01:28
and clock out time. So this is the start and stop time right
01:30
the start and stop time right out of the mobile inside
01:32
out of the mobile inside service Autopilot, so we have a
01:33
service Autopilot, so we have a clock time and we’ve gone in
01:35
clock time and we’ve gone in and confirm the time. so where
01:37
and confirm the time. so where you may be having an issue in
01:39
you may be having an issue in your reports and service
01:40
your reports and service Autopilot is a lot of times
01:42
Autopilot is a lot of times service auto pilot. If you
01:44
service auto pilot. If you customize and down will
01:46
customize and down will suppress bad or missing data
01:48
suppress bad or missing data because if they don’t it will
01:49
because if they don’t it will lock up the reports. So we’ve
01:50
lock up the reports. So we’ve gone in and created uh some
01:52
gone in and created uh some logic in here to let you know
01:54
logic in here to let you know you’ve got good data here. I’m
01:56
you’ve got good data here. I’m gonna show you a little bit
01:57
gonna show you a little bit later in the video. What
01:58
later in the video. What happens when you have bad data
01:59
happens when you have bad data and how we’ve alerted you but
02:00
and how we’ve alerted you but right now, this is the best
02:01
right now, this is the best case scenario. All the data is
02:03
case scenario. All the data is good, so we have a clock in and
02:04
good, so we have a clock in and clock out time. That’s uh over
02:06
clock out time. That’s uh over a minute we have billable
02:08
a minute we have billable hours. we have budgeted time
02:09
hours. we have budgeted time for each job. We have a job of
02:11
for each job. We have a job of them. Yes, a job amount. I
02:12
them. Yes, a job amount. I will. I can’t tell you how many
02:13
will. I can’t tell you how many people have called this one.
02:15
people have called this one. we’ve released our. Version of
02:16
we’ve released our. Version of the KPI here that didn’t have
02:17
the KPI here that didn’t have either budget or time or even a
02:20
either budget or time or even a price in here so uh what
02:22
price in here so uh what happens here is that if you are
02:25
happens here is that if you are beating your um well, let’s
02:26
beating your um well, let’s just say if you are budgeted
02:29
just say if you are budgeted for X amount of hours and you
02:30
for X amount of hours and you hit your budget at time to
02:32
hit your budget at time to budget and actual equal, this
02:33
budget and actual equal, this average is 100% now um and I’ve
02:37
average is 100% now um and I’ve got an apples apples comparison
02:39
got an apples apples comparison for the 86% and 70% for myself
02:43
for the 86% and 70% for myself here um and basically, if
02:44
here um and basically, if you’re under 100% you’re over
02:46
you’re under 100% you’re over budget so the difference
02:47
budget so the difference between the. 100. 130% down
02:50
between the. 100. 130% down here on Chad’s So Chad is 30%
02:52
here on Chad’s So Chad is 30% over budget. We’ve done that so
02:54
over budget. We’ve done that so you could explain to your
02:55
you could explain to your teams. Hey you only gave 70%
02:58
teams. Hey you only gave 70% today. you did not give 100%
03:00
today. you did not give 100% and if Chad had beaten his
03:02
and if Chad had beaten his score and say he was at 130%,
03:04
score and say he was at 130%, he was then 30% under budget.
03:06
he was then 30% under budget. so you can say, hey, you guys
03:07
so you can say, hey, you guys kick butt and gave 130% today
03:10
kick butt and gave 130% today with the equality constraint.
03:12
with the equality constraint. So I’m gonna go in here on uh
03:14
So I’m gonna go in here on uh 825, which is yesterday. I made
03:15
825, which is yesterday. I made this video and this is the uh
03:17
this video and this is the uh close-out days. Service
03:19
close-out days. Service Autopilot I’m gonna go in here
03:21
Autopilot I’m gonna go in here and show you this is what we
03:23
and show you this is what we recommend for good day. is we
03:23
recommend for good day. is we wanna go in and make sure we
03:25
wanna go in and make sure we have a good start and stop time
03:27
have a good start and stop time that make sense a budget and
03:30
that make sense a budget and time for each job and a price
03:32
time for each job and a price or a rate that is going to be
03:35
or a rate that is going to be um the things that we want. We
03:36
um the things that we want. We also wanna have our default in
03:38
also wanna have our default in for variance and actual hours
03:39
for variance and actual hours that will give us some clarity
03:41
that will give us some clarity of if we’re over budget or
03:43
of if we’re over budget or under budget based on the
03:45
under budget based on the variance. So what I’m gonna do
03:47
variance. So what I’m gonna do here is um. Manipulate this top
03:51
here is um. Manipulate this top one here and put in some bad
03:53
one here and put in some bad data, so I’m gonna say they
03:55
data, so I’m gonna say they clocked in at 8 AM and at 8 AM.
03:57
clocked in at 8 AM and at 8 AM. So obviously it’s a bad day. We
03:59
So obviously it’s a bad day. We wouldn’t have that scenario so
04:01
wouldn’t have that scenario so we go back to the report center
04:03
we go back to the report center here and refreshes and show you
04:04
here and refreshes and show you what the report does when we
04:05
what the report does when we actually have bad data um a bad
04:08
actually have bad data um a bad date will lock up your reports.
04:10
date will lock up your reports. so if you didn’t have the
04:11
so if you didn’t have the methodology that simple growth
04:12
methodology that simple growth built in these reports uh you
04:15
built in these reports uh you would never be able to open
04:16
would never be able to open this report up and I’ll
04:17
this report up and I’ll actually show you one of the
04:18
actually show you one of the reports before we built this
04:19
reports before we built this logic that actually locked up
04:21
logic that actually locked up um but you can see here now, it
04:23
um but you can see here now, it says. Check. Time Check your
04:25
says. Check. Time Check your billable time what the report
04:26
billable time what the report now is doing if you’re using
04:29
now is doing if you’re using the simple growth report is you
04:31
the simple growth report is you need to go in and if you see a
04:33
need to go in and if you see a red checked clocks time or
04:35
red checked clocks time or check your budget at time or
04:36
check your budget at time or check your job amount we need
04:38
check your job amount we need to go in and adjust that so
04:41
to go in and adjust that so Chad was average at 70%. Now
04:44
Chad was average at 70%. Now the bad data has bumped up to
04:45
the bad data has bumped up to 90% so we don’t have a
04:47
90% so we don’t have a realistic look of what was
04:49
realistic look of what was going on there so if you’re
04:51
going on there so if you’re using a simple growth report,
04:52
using a simple growth report, you’re going to be getting.
04:54
you’re going to be getting. Report every day so Monday is
04:57
Report every day so Monday is gonna come Tuesday and so on so
04:58
gonna come Tuesday and so on so if you work on Fridays, you
04:59
if you work on Fridays, you have an automated report on
05:01
have an automated report on Saturday as well. So you’ll get
05:03
Saturday as well. So you’ll get an automated report at six to 7
05:04
an automated report at six to 7 AM from the previous day to
05:06
AM from the previous day to make sure you have good day and
05:07
make sure you have good day and if you see any of these red
05:09
if you see any of these red boxes we need to go in and
05:10
boxes we need to go in and change that data because it’s
05:12
change that data because it’s not accurate in addition, uh
05:15
not accurate in addition, uh the whole week of reviews so
05:17
the whole week of reviews so this whole week that we did
05:17
this whole week that we did work for next Monday, we will
05:19
work for next Monday, we will get an automated report and we
05:22
get an automated report and we would get. Now, what we’re
05:24
would get. Now, what we’re gonna do with this data here is
05:26
gonna do with this data here is in my opinion is going in and
05:29
in my opinion is going in and create a true buying in public
05:31
create a true buying in public accountability so right here
05:32
accountability so right here where it says percent of budget
05:34
where it says percent of budget where it says 100 here uh I
05:36
where it says 100 here uh I would be on this job here I
05:39
would be on this job here I would be putting the 86% on my
05:42
would be putting the 86% on my crew so I knew I was 86% now
05:46
crew so I knew I was 86% now let’s go in on my jobs here as
05:49
let’s go in on my jobs here as well and take a quick look at
05:51
well and take a quick look at it and and add less budgeted.
05:54
it and and add less budgeted. Um manipulate the budget of
05:56
Um manipulate the budget of time, so you can actually see
05:57
time, so you can actually see what this looks like if I am
06:02
what this looks like if I am going in and uh beating my time
06:04
going in and uh beating my time as well. So I’ve got one job
06:08
as well. So I’ve got one job here and I’m gonna put the
06:10
here and I’m gonna put the budgeted hours fictitious. see
06:12
budgeted hours fictitious. see here for 5 hours just so we can
06:15
here for 5 hours just so we can see the difference here. uh
06:16
see the difference here. uh what happens on that dispatch
06:19
what happens on that dispatch board uh and that report so I’m
06:20
board uh and that report so I’m gonna go in and refresh the
06:21
gonna go in and refresh the report, But the idea is we’re
06:22
report, But the idea is we’re taking the percentage and we’re
06:24
taking the percentage and we’re putting it in into a public
06:26
putting it in into a public Dry-erase board or TV screen
06:28
Dry-erase board or TV screen where you have Monday through
06:29
where you have Monday through Friday and Sunday, whatever
06:30
Friday and Sunday, whatever that is and we’re tracking the
06:32
that is and we’re tracking the percent of budget so whether
06:33
percent of budget so whether over under budget with the
06:35
over under budget with the quality score like something
06:36
quality score like something out of a DS or NPS social
06:37
out of a DS or NPS social review that simple growth has
06:38
review that simple growth has then we have our weekly. So
06:40
then we have our weekly. So this is public accountability
06:42
this is public accountability with quality and then if I go
06:45
with quality and then if I go back into this report, it’s
06:48
back into this report, it’s going to break down um the
06:50
going to break down um the difference of percentage.
06:52
difference of percentage. Hopefully if I did the math
06:52
Hopefully if I did the math right so obviously on this job
06:56
right so obviously on this job here we crushed it and we’re at
07:00
here we crushed it and we’re at 100. 11700%. Obviously it’s
07:02
100. 11700%. Obviously it’s completely fictitious, but you
07:03
completely fictitious, but you can see the average here goes
07:05
can see the average here goes up well above 100%. So what
07:07
up well above 100%. So what you’re gonna see is most
07:08
you’re gonna see is most companies are gonna be between
07:10
companies are gonna be between 70% about 30% of our budget and
07:12
70% about 30% of our budget and then you’re gonna see um most.
07:14
then you’re gonna see um most. There are are gonna be probably
07:16
There are are gonna be probably five to 10% on your budget when
07:18
five to 10% on your budget when they start utilizing this, but
07:19
they start utilizing this, but the idea here is if you’re
07:22
the idea here is if you’re doing this yourself, you’re
07:22
doing this yourself, you’re using a simple product. you see
07:23
using a simple product. you see a red box and here we need to
07:25
a red box and here we need to update that data and anything
07:27
update that data and anything below 100% is over budget
07:29
below 100% is over budget anything over 100% is under
07:31
anything over 100% is under budget. That’s what we’re
07:32
budget. That’s what we’re looking at and we’re probably
07:33
looking at and we’re probably get into a public
07:34
get into a public accountability board. So what
07:36
accountability board. So what this does is it’s going to
07:37
this does is it’s going to track your um on average, are
07:40
track your um on average, are we over under budget for each
07:41
we over under budget for each day and each week, and then at
07:43
day and each week, and then at the end of? Year or July, and
07:45
the end of? Year or July, and the end of the year we would
07:47
the end of the year we would send out an automated job
07:49
send out an automated job costing reports so we wanna
07:49
costing reports so we wanna make sure the daily weekly
07:51
make sure the daily weekly information doesn’t have any
07:52
information doesn’t have any red buttons in it there and
07:53
red buttons in it there and they’re adjusted. so when we
07:54
they’re adjusted. so when we run this report uh it’s gonna
07:57
run this report uh it’s gonna grab like one client here.
07:58
grab like one client here. We’ve done three jobs. you may
07:59
We’ve done three jobs. you may have fifteen or thirty jobs
08:01
have fifteen or thirty jobs here um for the whole season
08:03
here um for the whole season for lawn, mowing or cleaning,
08:05
for lawn, mowing or cleaning, but what it says is hey if my
08:07
but what it says is hey if my hourly goals so you would let
08:08
hourly goals so you would let us know what your hourly
08:10
us know what your hourly revenue goal is and it let’s
08:12
revenue goal is and it let’s say it was. In this example, so
08:15
say it was. In this example, so this one that isn’t highlighted
08:17
this one that isn’t highlighted right here uh up above my head,
08:21
right here uh up above my head, the average price increase to
08:21
the average price increase to hit $50 per hour is zero, but
08:24
hit $50 per hour is zero, but the other two is 1290 and $2.02
08:28
the other two is 1290 and $2.02 so on average, we need to raise
08:30
so on average, we need to raise our price $5.04 with no emotion
08:33
our price $5.04 with no emotion based on this data so um if
08:36
based on this data so um if you’re looking to get more
08:37
you’re looking to get more information on how we built
08:38
information on how we built this out if you’re interested
08:39
this out if you’re interested in this uh if you go to the
08:41
in this uh if you go to the website, simple growth KPI.com,
08:44
website, simple growth KPI.com, that’s where you can find out
08:45
that’s where you can find out more about this for our
08:46
more about this for our automated report. I wanted to
08:48
automated report. I wanted to kinda make a public service
08:50
kinda make a public service announcement Video for simple
08:51
announcement Video for simple growth clients using our KPI
08:53
growth clients using our KPI reports what it means and if
08:54
reports what it means and if you’re not using our KPI
08:55
you’re not using our KPI reports, but using service
08:57
reports, but using service autopilot, I think it’s very
08:58
autopilot, I think it’s very important that um when you get
09:00
important that um when you get a daily report, automated like
09:02
a daily report, automated like we have in our KPI product that
09:03
we have in our KPI product that we have data checking. We’re
09:05
we have data checking. We’re always updating this data so it
09:07
always updating this data so it makes sense and we have a
09:09
makes sense and we have a percentage average for the
09:12
percentage average for the cruise on a daily weekly
09:14
cruise on a daily weekly And then um be able to move
09:18
And then um be able to move forward with this to a yearly
09:20
forward with this to a yearly or twice a year job costing
09:24
or twice a year job costing report for accountability. So
09:25
report for accountability. So those are the things that I
09:26
those are the things that I would highly recommend that you
09:27
would highly recommend that you try on a daily weekly basis and
09:29
try on a daily weekly basis and if you’re using this report, if
09:30
if you’re using this report, if you do see any of the red areas
09:32
you do see any of the red areas here um so I go into this job
09:38
here um so I go into this job on uh 825. I don’t wanna go
09:39
on uh 825. I don’t wanna go back to my dispatch board and
09:42
back to my dispatch board and say okay. I’ve got some bad
09:43
say okay. I’ve got some bad data. I need to go in and
09:45
data. I need to go in and correct that. Um so if I go
09:49
correct that. Um so if I go back to the report center and I
09:50
back to the report center and I look at it for client test, one
09:53
look at it for client test, one for lawn mowing in the clock in
09:55
for lawn mowing in the clock in clock time is 8 AM to 8 AM.
09:58
clock time is 8 AM to 8 AM. Obviously they didn’t do a job
09:59
Obviously they didn’t do a job that was budgeted for an hour
10:02
that was budgeted for an hour in no time. so you need to go
10:03
in no time. so you need to go back to that dispatch or close
10:06
back to that dispatch or close out day screen hop back in and
10:07
out day screen hop back in and have a accountability for your
10:09
have a accountability for your cruise each day. So let’s say
10:10
cruise each day. So let’s say we talk to the crew and yeah we
10:11
we talk to the crew and yeah we clocked in at eight and we left
10:13
clocked in at eight and we left there around 830. maybe we can
10:15
there around 830. maybe we can check our GPS We plugged that
10:17
check our GPS We plugged that in. You’ve got good data and
10:19
in. You’ve got good data and good data out what I’m
10:19
good data out what I’m recommending is on a daily
10:21
recommending is on a daily basis. you’re at the shop every
10:23
basis. you’re at the shop every day with this sheet and if
10:25
day with this sheet and if there is bad day work holding
10:27
there is bad day work holding the cruise accountable to get
10:28
the cruise accountable to get the good data and good data out
10:29
the good data and good data out and then we can run those daily
10:31
and then we can run those daily and weekly reports and then job
10:33
and weekly reports and then job costing at the end of the year.
10:34
costing at the end of the year. Now if I go back to this report
10:35
Now if I go back to this report center now that I’ve updated
10:37
center now that I’ve updated it, I’ve been shared good data.
10:39
it, I’ve been shared good data. so once this refreshes I pull
10:40
so once this refreshes I pull this report up. this is what we
10:42
this report up. this is what we need to be doing on a daily
10:43
need to be doing on a daily basis and it’s not only enough
10:44
basis and it’s not only enough to hold your um. Your crews
10:48
to hold your um. Your crews accountable daily you need to
10:49
accountable daily you need to hold your office staff or if
10:51
hold your office staff or if you’re in your office, you need
10:51
you’re in your office, you need to hold yourself accountable to
10:53
to hold yourself accountable to make sure that this data is
10:56
make sure that this data is good and once we do that we
10:58
good and once we do that we have a real clean look at
11:00
have a real clean look at what’s going on in your
11:03
what’s going on in your business. So there’s a lot of
11:04
business. So there’s a lot of data behind this. It does take
11:05
data behind this. It does take a few minutes to load um that’s
11:07
a few minutes to load um that’s not a flaw and service
11:09
not a flaw and service autopilot. the dated amount of
11:10
autopilot. the dated amount of data that we have in this test
11:11
data that we have in this test account is uh pretty enormous
11:14
account is uh pretty enormous um but considering the amount
11:15
um but considering the amount of data it actually, it’s
11:16
of data it actually, it’s pretty good but you can see
11:17
pretty good but you can see here on the screen now um now
11:18
here on the screen now um now that I’ve. 8 AM to 830 All the
11:21
that I’ve. 8 AM to 830 All the data is good and Chad has
11:24
data is good and Chad has beaten his time so by 123%, so
11:27
beaten his time so by 123%, so he’s 23% under budget when we
11:30
he’s 23% under budget when we have a positive number the
11:31
have a positive number the number below 100 is over
11:33
number below 100 is over budget. That’s Chad kick butt
11:34
budget. That’s Chad kick butt today he gave 123% so he’s 23%
11:38
today he gave 123% so he’s 23% under budget with the quality
11:40
under budget with the quality control so comment your
11:41
control so comment your questions drop below. Uh I want
11:42
questions drop below. Uh I want to make this video about KPI’s.
11:44
to make this video about KPI’s. Reporting in service Autopilot
11:45
Reporting in service Autopilot have a really clear picture of
11:47
have a really clear picture of what’s going on in your
11:47
what’s going on in your business, but the only. Can
11:48
business, but the only. Can have a clear picture is when
11:50
have a clear picture is when you go in using um the simple
11:53
you go in using um the simple KPI and job cautions we need to
11:55
KPI and job cautions we need to go in daily and check any of
11:57
go in daily and check any of the cells that are in red and
11:58
the cells that are in red and drive them back to good day.
11:59
drive them back to good day. and that’s the only way we can
12:01
and that’s the only way we can go in and raise those prices
12:03
go in and raise those prices and give the team It’s
12:04
and give the team It’s accountability. Feedback daily
12:06
accountability. Feedback daily Weekly so comments or questions
12:07
Weekly so comments or questions drop below. and if you are a
12:08
drop below. and if you are a simple growth, KPI client and
12:10
simple growth, KPI client and you have not gotten this uh we
12:11
you have not gotten this uh we do need access to your service
12:14
do need access to your service Autopilot Report Center. Please
12:16
Autopilot Report Center. Please email us at help at. Get help
12:19
email us at help at. Get help at simple growth systems.com
12:22
at simple growth systems.com and if you are interested in
12:24
and if you are interested in getting clarity in your
12:26
getting clarity in your business with your numbers and
12:27
business with your numbers and understanding where you’re
12:29
understanding where you’re going go to the website. Simple
12:31
going go to the website. Simple growth KPI.com and there’ll be
12:33
growth KPI.com and there’ll be more information on how to
12:34
more information on how to build this out yourself or uh
12:36
build this out yourself or uh how we can help you if you need

Callahan’s Corner: Standardizing Estimates For Shrub Pruning

Video Transcript

00:00
Welcome back to Callahan’s
00:02
Welcome back to Callahan’s corner, where you ask a
00:03
corner, where you ask a question to answer them live
00:04
question to answer them live right here on Facebook. so this
00:06
right here on Facebook. so this question is directly out of the
00:08
question is directly out of the service Autopilot users group
00:10
service Autopilot users group so this is applicable to
00:12
so this is applicable to whether you use service
00:12
whether you use service autopilot or another platform
00:14
autopilot or another platform um for scheduling and billing,
00:16
um for scheduling and billing, but I’m gonna actually show you
00:16
but I’m gonna actually show you how to break this out in
00:18
how to break this out in service Autopilot, but the
00:19
service Autopilot, but the first part of the video really
00:20
first part of the video really is going to be software
00:22
is going to be software independent. uh so the question
00:24
independent. uh so the question was how do I go out and
00:25
was how do I go out and standardize the estimating for
00:27
standardize the estimating for shrub trimming in my lawn care
00:28
shrub trimming in my lawn care and landscape business. This is
00:30
and landscape business. This is something that we did at my
00:32
something that we did at my lawn care company Callahan’s um
00:33
lawn care company Callahan’s um probably. Nine and 10 years
00:35
probably. Nine and 10 years ago, but uh the idea of this is
00:37
ago, but uh the idea of this is we want to be able to go in and
00:39
we want to be able to go in and set up a standardization so we
00:41
set up a standardization so we can go in and measure uh how
00:43
can go in and measure uh how many shrubs we had or count how
00:45
many shrubs we had or count how many shrubs based on size,
00:47
many shrubs based on size, small, medium and large shrubs
00:48
small, medium and large shrubs and hedges with or without a
00:50
and hedges with or without a ladder and depending for doing
00:51
ladder and depending for doing all three sides, the hedge or
00:54
all three sides, the hedge or just the top and the side. So
00:55
just the top and the side. So uh this is something that the
00:57
uh this is something that the gentleman that ran Callahan’s
00:58
gentleman that ran Callahan’s lawn care had never done uh as
00:59
lawn care had never done uh as far as trimming shrubs and
01:01
far as trimming shrubs and within about a week and a half
01:02
within about a week and a half he was proficient in his
01:03
he was proficient in his estimates were within a few
01:04
estimates were within a few dollars of mind having over 20
01:06
dollars of mind having over 20 years of experience. So what I
01:07
years of experience. So what I wanna do is just. Uh example,
01:09
wanna do is just. Uh example, I’m gonna flip the screen and
01:10
I’m gonna flip the screen and open it up and show you how we
01:12
open it up and show you how we actually build this out and uh
01:13
actually build this out and uh give you a kind of a road map
01:15
give you a kind of a road map or as I like to call it a
01:16
or as I like to call it a blueprint for success um and
01:19
blueprint for success um and then tomorrow we are gonna be
01:20
then tomorrow we are gonna be going over with a fully
01:21
going over with a fully automated service business
01:22
automated service business looks like as well offered
01:24
looks like as well offered tomorrow’s Callahan’s corner.
01:26
tomorrow’s Callahan’s corner. so right here. I’m gonna drop
01:28
so right here. I’m gonna drop this down if you haven’t seen
01:29
this down if you haven’t seen this before this is the simple
01:32
this before this is the simple growth blueprint here and the
01:33
growth blueprint here and the simple growth blueprint
01:35
simple growth blueprint literally is our blueprint to
01:36
literally is our blueprint to build the services. Go to
01:39
build the services. Go to small, medium and large shrubs
01:40
small, medium and large shrubs here so I’m gonna try to be
01:41
here so I’m gonna try to be looking at the screen to make
01:42
looking at the screen to make sure my picture here is not
01:45
sure my picture here is not overlapping the actual uh view
01:47
overlapping the actual uh view here um but I told my picture
01:49
here um but I told my picture of the audio will leave so
01:50
of the audio will leave so that’s why we got it open here
01:51
that’s why we got it open here but the idea is that some of
01:53
but the idea is that some of our blueprint as we’re going to
01:54
our blueprint as we’re going to blueprint it here and then
01:55
blueprint it here and then build it in the service,
01:56
build it in the service, Autopilot or whatever other
01:58
Autopilot or whatever other software you’re using. so our
02:00
software you’re using. so our custom our service name here is
02:02
custom our service name here is the number of small shrubs in
02:04
the number of small shrubs in the custom field. Their job
02:05
the custom field. Their job variable is the number of small
02:06
variable is the number of small shrubs. That’s what we.
02:09
shrubs. That’s what we. Measuring to create this
02:10
Measuring to create this estimate so what I’m gonna say
02:12
estimate so what I’m gonna say is for every one to one shrub.
02:14
is for every one to one shrub. I’m gonna charge a certain
02:15
I’m gonna charge a certain amount and right now. I’ve got
02:16
amount and right now. I’ve got this for 2 minutes on average
02:19
this for 2 minutes on average for small shrub. A small shrub
02:19
for small shrub. A small shrub is gonna be up to three feet in
02:23
is gonna be up to three feet in height. now what I’m gonna do
02:24
height. now what I’m gonna do is put in a dollar per hour
02:27
is put in a dollar per hour revenue goal. So let’s say our
02:27
revenue goal. So let’s say our revenue goal is $65 and it’s
02:30
revenue goal is $65 and it’s costing us maybe $38 break even
02:32
costing us maybe $38 break even uh so by simply placing that in
02:35
uh so by simply placing that in the simple growth blueprint
02:35
the simple growth blueprint we’ve taken all the. Process
02:38
we’ve taken all the. Process out of it so it calculates the
02:40
out of it so it calculates the price based on 2 minutes for
02:42
price based on 2 minutes for $2.17 and it cost before profit
02:44
$2.17 and it cost before profit of a dollar or 27, and what I’m
02:47
of a dollar or 27, and what I’m gonna do is just copy and paste
02:49
gonna do is just copy and paste the man hour charge and expense
02:51
the man hour charge and expense um and then it’s calculated one
02:53
um and then it’s calculated one over one shrubs every shrub
02:54
over one shrubs every shrub over the first one is
02:54
over the first one is additional $2.17 .03 hours and
02:58
additional $2.17 .03 hours and a dollar twenty-seven expense
03:00
a dollar twenty-seven expense before profits. I’m gonna go
03:01
before profits. I’m gonna go down here and shoot down to
03:03
down here and shoot down to medium shrubs so same exact
03:05
medium shrubs so same exact thing. I’m gonna go in. Paste
03:07
thing. I’m gonna go in. Paste my numbers in and based at my 3
03:09
my numbers in and based at my 3 minutes of shrub uh to trim
03:12
minutes of shrub uh to trim clean up and get rid of that
03:13
clean up and get rid of that debris. I’ve got that at 325 a
03:15
debris. I’ve got that at 325 a shrub and now I’m gonna go down
03:16
shrub and now I’m gonna go down to my large shrub and kick that
03:18
to my large shrub and kick that back in uh I’ve got my industry
03:21
back in uh I’ve got my industry production right here as well
03:22
production right here as well for a number of large shrubs
03:23
for a number of large shrubs that’s 1842 Esub based on
03:25
that’s 1842 Esub based on Sixty-five Bucks an hour. but
03:27
Sixty-five Bucks an hour. but let’s say, maybe we’re charging
03:29
let’s say, maybe we’re charging sixty at calculate that updated
03:31
sixty at calculate that updated price. So we’re basing these
03:32
price. So we’re basing these prices based on your prices.
03:34
prices based on your prices. not what everybody else in your
03:35
not what everybody else in your markets charging based on how
03:36
markets charging based on how long it should take. So now,
03:37
long it should take. So now, I’ve got a small shrub under
03:39
I’ve got a small shrub under three feet three feet. Under
03:40
three feet three feet. Under six feet for medium and then uh
03:42
six feet for medium and then uh up to ten feet for the large
03:44
up to ten feet for the large here, let me grab my. Charger
03:48
here, let me grab my. Charger here cuz it looks like we’re
03:50
here cuz it looks like we’re about to run out of juice so
03:51
about to run out of juice so what could go wrong on a
03:52
what could go wrong on a Facebook live talking about
03:55
Facebook live talking about small medium and large shrubs
03:56
small medium and large shrubs hold on one second here We’ll
03:58
hold on one second here We’ll update this.
04:08
Alright, now that we got some
04:10
Alright, now that we got some juice here and uh we are back
04:11
juice here and uh we are back with some power. It’s a whole
04:13
with some power. It’s a whole day back in the Callahan’s
04:14
day back in the Callahan’s corner here. So now we’ve got
04:15
corner here. So now we’ve got our small medium and large
04:16
our small medium and large shrubs and once again small
04:18
shrubs and once again small shrubs are up to three to up to
04:19
shrubs are up to three to up to six feet and under is a medium
04:22
six feet and under is a medium and then from six to ten feet.
04:24
and then from six to ten feet. uh it is going to be your
04:26
uh it is going to be your large. next thing We’re
04:27
large. next thing We’re breaking down here is headdress
04:30
breaking down here is headdress with no ladders. so these are
04:31
with no ladders. so these are in uh per linear foot. Uh I
04:35
in uh per linear foot. Uh I traditionally break it down per
04:36
traditionally break it down per ten linear feet when we break
04:37
ten linear feet when we break this down in the essay, setups
04:39
this down in the essay, setups or service Autopilot set ups
04:40
or service Autopilot set ups that we set up for folks uh
04:41
that we set up for folks uh that are turnkey. so I’m. In
04:43
that are turnkey. so I’m. In our hourly goal in our
04:45
our hourly goal in our break-even again and uh based
04:47
break-even again and uh based at 42 minutes, I’ve got a
04:48
at 42 minutes, I’ve got a charge of $45.50 for both sides
04:51
charge of $45.50 for both sides and the top with clean up uh
04:52
and the top with clean up uh for hedge without a ladder now,
04:54
for hedge without a ladder now, I’m gonna drive down into uh
04:55
I’m gonna drive down into uh hedges with a ladder and drop
04:58
hedges with a ladder and drop our hourly go in expense and
05:00
our hourly go in expense and now uh based at 55 minutes,
05:02
now uh based at 55 minutes, we’ve got a $59.58 for every
05:05
we’ve got a $59.58 for every ten linear foot section of
05:07
ten linear foot section of hedge now the last thing that
05:10
hedge now the last thing that may be looking at is shrug
05:12
may be looking at is shrug proving disposal. Pruning
05:14
proving disposal. Pruning disposals are we’re looking at
05:15
disposals are we’re looking at Are we breaking it up in a full
05:16
Are we breaking it up in a full dump truck, a truck and eight
05:18
dump truck, a truck and eight of a dump truck uh and and
05:20
of a dump truck uh and and what’s that costing us So what
05:22
what’s that costing us So what we can say is we can go in and
05:23
we can say is we can go in and say, okay based my disposal fee
05:26
say, okay based my disposal fee is 25 minutes divided by sixty
05:28
is 25 minutes divided by sixty is um how many hours we have
05:30
is um how many hours we have one person to dump it. uh we’re
05:33
one person to dump it. uh we’re gonna put in our hourly gold
05:34
gonna put in our hourly gold charts. It’s right now at
05:37
charts. It’s right now at $27.08 and if it’s costing you
05:38
$27.08 and if it’s costing you something to dispose of them,
05:40
something to dispose of them, you may wanna put in a cost
05:43
you may wanna put in a cost per.
05:47
And let’s say it cost you
05:48
And let’s say it cost you twenty-five Bucks So what’s
05:51
twenty-five Bucks So what’s gonna happen? Is we wanna
05:52
gonna happen? Is we wanna update that formula?
05:59
Now based on $25 fee, you’re
06:00
Now based on $25 fee, you’re actually losing money so we’d
06:02
actually losing money so we’d want to either at least at a
06:04
want to either at least at a bare ad that dump on and if you
06:08
bare ad that dump on and if you wanted to market up, you could
06:10
wanted to market up, you could do that as well. but I’m just
06:11
do that as well. but I’m just gonna add that on there just so
06:11
gonna add that on there just so we cover it. So now once again
06:13
we cover it. So now once again we’re back at the 21% profit
06:15
we’re back at the 21% profit margin for each full dump of
06:19
margin for each full dump of debris. Obviously you’d have to
06:19
debris. Obviously you’d have to update the price and cost down
06:22
update the price and cost down here as well. Um you can simply
06:23
here as well. Um you can simply do that by just adding a quick
06:25
do that by just adding a quick formula in here.
06:29
So each additional dump is an
06:32
So each additional dump is an additional $52 .42 hours in a
06:34
additional $52 .42 hours in a cost with labor overhead
06:36
cost with labor overhead recovery and dump fee expenses
06:38
recovery and dump fee expenses of 4083. So we’ve got that 21%
06:40
of 4083. So we’ve got that 21% net profit margin. so the idea
06:41
net profit margin. so the idea is we wanna first build this
06:43
is we wanna first build this out in our blueprint and then
06:45
out in our blueprint and then what we’re gonna do is go into
06:47
what we’re gonna do is go into service Autopilot go into the
06:49
service Autopilot go into the gear icon and we’re gonna go
06:52
gear icon and we’re gonna go into services and I’m gonna
06:55
into services and I’m gonna swing my blueprint here to the
06:57
swing my blueprint here to the other screen so I can actually
06:58
other screen so I can actually see it even comes to questions
07:00
see it even comes to questions drop below here. Happy to
07:01
drop below here. Happy to answer them live or on the
07:01
answer them live or on the recorded version and obviously.
07:04
recorded version and obviously. On this a few times for this
07:05
On this a few times for this example, here in this test
07:06
example, here in this test account, but I’ll go to the
07:08
account, but I’ll go to the actual process for you real
07:09
actual process for you real quick. Add a service and I’m
07:12
quick. Add a service and I’m just gonna do FBL for Facebook
07:17
just gonna do FBL for Facebook live small shrubs. And I got a
07:21
live small shrubs. And I got a copy and paste that for time
07:23
copy and paste that for time sake here.
07:28
And we’re gonna go in and put
07:29
And we’re gonna go in and put that in as uh servicing income
07:33
that in as uh servicing income and we’ll put the estimate in
07:36
and we’ll put the estimate in here. We’re gonna save a new oh
07:38
here. We’re gonna save a new oh and actually as we’re rushing
07:40
and actually as we’re rushing around here, we didn’t do the
07:41
around here, we didn’t do the metrics so please enter your
07:43
metrics so please enter your account for this service and
07:50
In the matrix, you wanna go
07:51
In the matrix, you wanna go into the quantity ten visits,
07:52
into the quantity ten visits, we’re gonna build out a custom
07:54
we’re gonna build out a custom field uh before we get here.
07:55
field uh before we get here. That’s the first step. in this
07:57
That’s the first step. in this instance, I already have I’m
07:58
instance, I already have I’m assuming probably the number of
08:00
assuming probably the number of small shrubs in here already.
08:03
small shrubs in here already. And do. And what we’re gonna do
08:08
And do. And what we’re gonna do is take a break from the
08:11
is take a break from the blueprint right here. I scroll
08:14
blueprint right here. I scroll up to the first sheet or small
08:17
up to the first sheet or small shrubs. I’ve got one to one.
08:18
shrubs. I’ve got one to one. it’s 217 .03 hours and a break
08:21
it’s 217 .03 hours and a break even a dollar twenty-seven. so
08:23
even a dollar twenty-seven. so I’m really just trans posing
08:23
I’m really just trans posing those numbers from the
08:24
those numbers from the blueprint so you can kinda see
08:27
blueprint so you can kinda see um what that looks like because
08:28
um what that looks like because now it’s just all we’re doing
08:29
now it’s just all we’re doing is picking them off here and
08:31
is picking them off here and there’s no guessing what
08:34
there’s no guessing what actually goes in those sheets
08:35
actually goes in those sheets because we’ve got them all on
08:37
because we’ve got them all on our blueprint here. so uh
08:38
our blueprint here. so uh you’re not building a house.
08:40
you’re not building a house. Without a blueprint, you’re not
08:42
Without a blueprint, you’re not building services in your
08:43
building services in your software without a blueprint as
08:45
software without a blueprint as well. Um that’s where the major
08:47
well. Um that’s where the major mistakes come in.
08:52
And everything on the bottom is
08:53
And everything on the bottom is gonna be the same. uh it’s like
08:55
gonna be the same. uh it’s like it shows in a blueprint that
08:57
it shows in a blueprint that we’re working on. so if you go
08:58
we’re working on. so if you go down here we bought five lines
09:00
down here we bought five lines now we’re gonna line up to the
09:02
now we’re gonna line up to the bottom five lines inside
09:04
bottom five lines inside service Autopilot um and get
09:05
service Autopilot um and get you the information you need so
09:07
you the information you need so I’m gonna hit save a new. And
09:10
I’m gonna hit save a new. And we’re gonna do a number of.
09:15
we’re gonna do a number of. Median shrubs once again, these
09:17
Median shrubs once again, these are from three to six feet. You
09:21
are from three to six feet. You need a code. you need a service
09:23
need a code. you need a service mode. We need an invoice
09:23
mode. We need an invoice description. We need an account
09:26
description. We need an account and we need an estimate and we
09:28
and we need an estimate and we need to pray matrix so we can
09:30
need to pray matrix so we can fill that out uh when it comes
09:31
fill that out uh when it comes in here so we’re gonna go in
09:34
in here so we’re gonna go in and type in medium.
09:41
And we’ve got that in here and
09:43
And we’ve got that in here and it’s gonna be a one to one and
09:45
it’s gonna be a one to one and we’ll take a look at it here
09:46
we’ll take a look at it here for medium shrubs uh 320 8.05
09:51
for medium shrubs uh 320 8.05 man hours.
09:57
And our cost is going to be a
10:01
And our cost is going to be a dollar ninety so that’s what
10:02
dollar ninety so that’s what our cost is before we make a
10:03
our cost is before we make a profit on these shrubs and now
10:05
profit on these shrubs and now that’s gonna just literally be
10:06
that’s gonna just literally be the same exact thing on the
10:07
the same exact thing on the bottom cuz that is a one to one
10:09
bottom cuz that is a one to one ratio for our shrubs group who
10:11
ratio for our shrubs group who shrub is 328 her first one meet
10:14
shrub is 328 her first one meet additional is gonna be another
10:15
additional is gonna be another 320 8.059 hours and a dollar
10:18
320 8.059 hours and a dollar ninety expense before we get to
10:19
ninety expense before we get to it. So we’re gonna save a new.
10:20
it. So we’re gonna save a new. we’re gonna go and do a number
10:23
we’re gonna go and do a number of large shrubs, then we’ll get
10:25
of large shrubs, then we’ll get into the head. And disposal
10:27
into the head. And disposal fees here in a minute, so this
10:29
fees here in a minute, so this is how we standardize a
10:30
is how we standardize a production based estimating for
10:31
production based estimating for shrub trimming allow it to be
10:34
shrub trimming allow it to be delegated to other employees or
10:36
delegated to other employees or um if you are a business owner
10:39
um if you are a business owner that wanna hold yourself
10:40
that wanna hold yourself accountable, That’s how we
10:41
accountable, That’s how we would do it. It’s once again
10:43
would do it. It’s once again the calculation retains
10:44
the calculation retains quantity. ten visits custom
10:45
quantity. ten visits custom field. I’m gonna go in and look
10:47
field. I’m gonna go in and look for my uh custom field that
10:49
for my uh custom field that we’ve already built out for
10:50
we’ve already built out for large shrubs and we’re gonna go
10:52
large shrubs and we’re gonna go back to Facebook live here for
10:55
back to Facebook live here for large shrubs and the blueprint
10:55
large shrubs and the blueprint and it’s 1842 and .28 hours.
11:04
And .28 and 1077.
11:13
Every shrub and then the bottom
11:13
Every shrub and then the bottom line is gonna be identical now
11:15
line is gonna be identical now if you had a minimum price, you
11:17
if you had a minimum price, you wanted to charge more for the
11:18
wanted to charge more for the first shrub for some reason
11:19
first shrub for some reason that would fall on the top line
11:21
that would fall on the top line here. So now that we’ve got
11:23
here. So now that we’ve got this in here. we’ve got small,
11:24
this in here. we’ve got small, medium and large shrub. We’re
11:25
medium and large shrub. We’re gonna save a new and we’re
11:27
gonna save a new and we’re gonna do hedges with no ladder.
11:40
Same thing we need a code per
11:44
Same thing we need a code per unit Invoice Description income
11:47
unit Invoice Description income account and an estimate and
11:49
account and an estimate and rate matrix quantity tens
11:51
rate matrix quantity tens visits uh we’re gonna go head
11:54
visits uh we’re gonna go head that should already be built in
11:55
that should already be built in here the idea before you get in
11:56
here the idea before you get in the building services, so you
11:57
the building services, so you definitely want to um build out
12:00
definitely want to um build out your custom field and that’s
12:00
your custom field and that’s gonna be uh my example. here is
12:03
gonna be uh my example. here is ten linear feet section here
12:05
ten linear feet section here some charging 4515 .7 hours so.
12:14
And that is going to be 2660.
12:21
And that is going to be 2660. And now every one section of
12:24
And now every one section of pending your feet is gonna be
12:24
pending your feet is gonna be an additional 4750 pop on both
12:28
an additional 4750 pop on both sides with clean up .79 hours
12:29
sides with clean up .79 hours in a cost of 2664 profit. Now,
12:32
in a cost of 2664 profit. Now, I’ve got one more left here for
12:34
I’ve got one more left here for the hedges. We’re going in and
12:36
the hedges. We’re going in and doing the heads with a ladder.
12:38
doing the heads with a ladder. so it’s obvious that production
12:40
so it’s obvious that production rate is going to be a little
12:43
rate is going to be a little less productive. Uh now the
12:44
less productive. Uh now the clean up is gonna be
12:45
clean up is gonna be predominantly be the same when
12:46
predominantly be the same when you do this, but this is kind
12:48
you do this, but this is kind of what we’re looking at here
12:49
of what we’re looking at here so for time sake the. Code. I’m
12:52
so for time sake the. Code. I’m just doing those on the fly and
12:53
just doing those on the fly and pasting them and obviously I
12:54
pasting them and obviously I wanna take the time to update
12:56
wanna take the time to update those estimates here. I’m
12:57
those estimates here. I’m dropping that in and then our
12:58
dropping that in and then our rate matrix quantity time
13:00
rate matrix quantity time visits. We’re gonna go hedges
13:02
visits. We’re gonna go hedges with a ladder and I’m gonna say
13:05
with a ladder and I’m gonna say every one to 110. linear foot
13:06
every one to 110. linear foot section is right off the
13:08
section is right off the blueprint again, 5958 and .92.
13:14
blueprint again, 5958 and .92. Man an hour and once again your
13:16
Man an hour and once again your budget man are gonna be based
13:17
budget man are gonna be based is one person only on the job
13:20
is one person only on the job and the software uh such a
13:21
and the software uh such a service Autopilot should uh
13:24
service Autopilot should uh calculate how many guys or
13:25
calculate how many guys or girls on the crew and uh
13:27
girls on the crew and uh manipulate that down for you
13:28
manipulate that down for you cuz as we know, sometimes we
13:29
cuz as we know, sometimes we have a no show no call
13:31
have a no show no call employees or we’re running
13:32
employees or we’re running behind. We have to have a
13:33
behind. We have to have a larger groups and software
13:35
larger groups and software should account for that for you
13:37
should account for that for you in the process and top to
13:39
in the process and top to bottom. We are good so last
13:41
bottom. We are good so last thing we have now is disposal
13:43
thing we have now is disposal fees, so this can include your
13:45
fees, so this can include your dry pad from your shop to
13:46
dry pad from your shop to disposal if disposals at your
13:47
disposal if disposals at your shop, whatever that looks like
13:48
shop, whatever that looks like but. Best practice In my
13:51
but. Best practice In my opinion Is you really need to
13:52
opinion Is you really need to accomplish this non billable
13:53
accomplish this non billable time drive time. And he put
13:57
time drive time. And he put that in here again per unit not
14:02
that in here again per unit not hourly.
14:07
And rate matrix. I’m not sure.
14:11
And rate matrix. I’m not sure. A custom built out if I don’t I
14:14
A custom built out if I don’t I will show you how we build that
14:16
will show you how we build that so number of trips for debris.
14:17
so number of trips for debris. That’s one I use here I but you
14:19
That’s one I use here I but you wanna make that custom field
14:20
wanna make that custom field that’s gonna be associated to
14:21
that’s gonna be associated to the customer uh predominantly
14:23
the customer uh predominantly so we’re gonna go in and what
14:24
so we’re gonna go in and what is our charge for dump uh fifty
14:27
is our charge for dump uh fifty 208 and it’s .42 man hours.
14:35
And the cost before profit with
14:37
And the cost before profit with the cost of dumping is $40.83.
14:44
Once again, it’s one to 150
14:47
Once again, it’s one to 150 2.08. 2.08 .42.
14:57
And 383, it’s what we figured
14:59
And 383, it’s what we figured out break even our leave on
15:00
out break even our leave on this with the drive time. So
15:02
this with the drive time. So once we have that now um we
15:05
once we have that now um we really need to go in and create
15:08
really need to go in and create a process to do this. so the
15:11
a process to do this. so the next thing I’m gonna do in my
15:12
next thing I’m gonna do in my opinion is go in and go to the
15:14
opinion is go in and go to the gear icon. And I’m going to job
15:19
gear icon. And I’m going to job estimate templates here and I
15:21
estimate templates here and I wanna put that into a
15:21
wanna put that into a standardized template just for
15:24
standardized template just for um estimating those shrubs. So,
15:32
um estimating those shrubs. So, Add a templates and I’m gonna
15:34
Add a templates and I’m gonna make this our Facebook live uh
15:36
make this our Facebook live uh template here for shrub and
15:38
template here for shrub and show you how it’s done how we
15:39
show you how it’s done how we pull together. then I’m gonna
15:40
pull together. then I’m gonna show you one of the ways that
15:41
show you one of the ways that we actually uh created
15:43
we actually uh created delegated estimate process. Um
15:47
delegated estimate process. Um it can be delegated to your
15:50
it can be delegated to your team. I wanna share this with
15:51
team. I wanna share this with creating both assets and job
15:53
creating both assets and job and I’m gonna go in and select
15:54
and I’m gonna go in and select my estimate document this
15:56
my estimate document this obviously should be built up
15:58
obviously should be built up before uh let’s see what I’ve
15:59
before uh let’s see what I’ve got here they could be
16:05
got here they could be applicable. Let’s uh let’s go
16:10
applicable. Let’s uh let’s go to the dock with videos and uh
16:12
to the dock with videos and uh see what it comes up with so
16:13
see what it comes up with so next thing you wanna do and add
16:15
next thing you wanna do and add an item and we’re gonna make
16:19
an item and we’re gonna make our we’re gonna have our child
16:19
our we’re gonna have our child or parent service. our shrubs
16:21
or parent service. our shrubs we probably have that built in
16:25
we probably have that built in here uh.
16:29
We don’t this account so I’ll
16:33
We don’t this account so I’ll actually go into the gear icon
16:34
actually go into the gear icon and create my parent’s service
16:35
and create my parent’s service here so you can see what that
16:37
here so you can see what that looks like so you can kinda
16:38
looks like so you can kinda connect the dots so we need a
16:40
connect the dots so we need a parent service that doesn’t
16:41
parent service that doesn’t spell out small medium to large
16:42
spell out small medium to large shrubs or hedges and that will
16:46
shrubs or hedges and that will uh make more sense in a minute
16:47
uh make more sense in a minute when I connect to all of them.
17:09
And this one does not have a
17:12
And this one does not have a pricing matrix to it. So I’m
17:14
pricing matrix to it. So I’m gonna go back to my gear. I
17:15
gonna go back to my gear. I kinda grab that job as the
17:17
kinda grab that job as the template so I can put this all
17:19
template so I can put this all together for you and I’ll show
17:21
together for you and I’ll show you the onsite estimate for how
17:22
you the onsite estimate for how we actually break down the
17:24
we actually break down the systematic way to delegate
17:25
systematic way to delegate these estimates on the fly when
17:27
these estimates on the fly when you’re walking around with your
17:28
you’re walking around with your mobile phone um doing that so.
17:35
mobile phone um doing that so. Alright. And it did not see it
17:39
Alright. And it did not see it by the looks of it. so we’re
17:42
by the looks of it. so we’re gonna add a template.
17:55
Grab our job estimates here
17:58
Grab our job estimates here that’s gonna open up our
18:00
that’s gonna open up our documents here. I’m gonna grab
18:01
documents here. I’m gonna grab our simple growth custom
18:03
our simple growth custom template here with videos and
18:09
template here with videos and I’d add an item in and other
18:11
I’d add an item in and other services. I wanna go in and do
18:13
services. I wanna go in and do my shrubs. The one I just made.
18:19
my shrubs. The one I just made. Under the plus icon, we’re
18:21
Under the plus icon, we’re gonna add our small medium and
18:23
gonna add our small medium and large uh right now. it’s gonna
18:24
large uh right now. it’s gonna default the product we need to
18:25
default the product we need to make the service. And we are
18:29
make the service. And we are doing our Facebook live.
18:35
Small shrubs Now it looks like
18:35
Small shrubs Now it looks like we’ve done this before so it
18:37
we’ve done this before so it should be interesting um but
18:39
should be interesting um but this is going to pull those in.
18:47
Medium And we’re gonna put our
18:52
Medium And we’re gonna put our large.
18:56
We’re gonna do our heads with
18:57
We’re gonna do our heads with and without a ladder.
19:10
With
19:15
And with no ladder and now we
19:17
And with no ladder and now we need to add our dump fees. So
19:18
need to add our dump fees. So once again, we’re just
19:19
once again, we’re just literally I’ve done enough of
19:21
literally I’ve done enough of these, they’re all in my head.
19:22
these, they’re all in my head. We’re literally going down the
19:22
We’re literally going down the blueprint line by line and grab
19:24
blueprint line by line and grab each one and that’s the system
19:26
each one and that’s the system um that we teach when simple
19:28
um that we teach when simple group teaches us how to I say
19:30
group teaches us how to I say users or when we train our
19:31
users or when we train our internal staff uh candidly.
19:47
Let me just make sure I’ve got
19:49
Let me just make sure I’ve got the right one.
20:04
Obviously loaded or done this a
20:05
Obviously loaded or done this a few times here, so I just wanna
20:07
few times here, so I just wanna make sure I’ve got the right
20:08
make sure I’ve got the right one.
20:20
Here we go now we’ve got our
20:23
Here we go now we’ve got our main service with all the other
20:24
main service with all the other services in there. uh we’d
20:26
services in there. uh we’d wanna go and make sure by
20:27
wanna go and make sure by adding some values in it. We
20:28
adding some values in it. We have the right ones. so we’re
20:28
have the right ones. so we’re gonna hit save here and then
20:31
gonna hit save here and then the last thing we wanna do is
20:32
the last thing we wanna do is create an on-site estimate
20:33
create an on-site estimate form. This is something that’s
20:34
form. This is something that’s uh it’s particularly what
20:36
uh it’s particularly what simple growth does um it really
20:38
simple growth does um it really is something we built at
20:40
is something we built at Callahan’s Lawn care in my
20:40
Callahan’s Lawn care in my company and then we’ve teach
20:41
company and then we’ve teach other people to do this um but
20:43
other people to do this um but really what you wanna do is go
20:44
really what you wanna do is go in and out a form. I’m gonna do
20:45
in and out a form. I’m gonna do a vtwo form but uh
20:48
a vtwo form but uh traditionally we can do this in
20:49
traditionally we can do this in bthree as well um but just for
20:51
bthree as well um but just for simplicity. I’m vtwo, I will
20:53
simplicity. I’m vtwo, I will show you in vtwo.
21:00
And this will take a second to
21:01
And this will take a second to load, but once it loads, I’ll
21:02
load, but once it loads, I’ll show you the outside form and
21:03
show you the outside form and how we tie that all together
21:05
how we tie that all together into a standardized test.
21:16
I need to put it name you wanna
21:19
I need to put it name you wanna scroll down auto create on
21:23
scroll down auto create on create a lead or update a lead,
21:26
create a lead or update a lead, and we wanna add some
21:27
and we wanna add some particular fields in such as
21:29
particular fields in such as name and address and email you
21:34
name and address and email you need to be named mapped back to
21:36
need to be named mapped back to first name Last name address
21:37
first name Last name address needs to be back back to
21:39
needs to be back back to service address uh beautiful
21:40
service address uh beautiful thing about the three is it
21:43
thing about the three is it automatically match these back
21:43
automatically match these back or ask you to make sure so if
21:45
or ask you to make sure so if you don’t forget. It will take
21:48
you don’t forget. It will take care of it for you and we’ve
21:49
care of it for you and we’ve got an email now. The next
21:51
got an email now. The next thing is we’re gonna add a
21:52
thing is we’re gonna add a couple of fields for numbers so
21:54
couple of fields for numbers so I’m gonna go in and put in
21:58
I’m gonna go in and put in number of small shrubs in a
22:01
number of small shrubs in a comment area here help that you
22:02
comment area here help that you wanna say shrubs up. It’s just
22:04
wanna say shrubs up. It’s just up shrubs less than three feet
22:08
up shrubs less than three feet when you click into that, we’re
22:08
when you click into that, we’re gonna go in and map that back
22:11
gonna go in and map that back to a custom field and then
22:12
to a custom field and then that’s gonna be our number of
22:15
that’s gonna be our number of um. Shrubs. And this is hanging
22:21
um. Shrubs. And this is hanging up here for a minute, but I’ll
22:22
up here for a minute, but I’ll show you once this connects how
22:24
show you once this connects how to uh get that to work. but
22:25
to uh get that to work. but basically what you’re gonna do
22:26
basically what you’re gonna do is you’re gonna map that back
22:28
is you’re gonna map that back to your custom field of small
22:32
to your custom field of small shrubs.
22:36
And then you can go in and add
22:39
And then you can go in and add another number or copy it. um
22:41
another number or copy it. um we’re gonna have small medium
22:43
we’re gonna have small medium and large shrubs, and then the
22:43
and large shrubs, and then the idea is once you have that all
22:45
idea is once you have that all buttoned up. uh we’re gonna add
22:47
buttoned up. uh we’re gonna add that into the auto assist um
22:49
that into the auto assist um and autos allow you to put vtwo
22:51
and autos allow you to put vtwo or a vthree form and now uh to
22:54
or a vthree form and now uh to do that. So if we go in and
22:55
do that. So if we go in and edit this here uh we’ll be able
22:57
edit this here uh we’ll be able to pull in all of the different
23:00
to pull in all of the different options here for small, medium
23:01
options here for small, medium and large shrubs hedges with or
23:03
and large shrubs hedges with or without a ladder and your
23:04
without a ladder and your number of disposal trips the
23:06
number of disposal trips the case it’s a big or multiple day
23:07
case it’s a big or multiple day job uh that will cover. So the
23:10
job uh that will cover. So the idea is here uh it’s a little
23:13
idea is here uh it’s a little bit slow at the place here all
23:14
bit slow at the place here all of my basement office, but I’m
23:16
of my basement office, but I’m gonna show you real quick on
23:17
gonna show you real quick on this one. how to update the
23:18
this one. how to update the medium and then show you how to
23:20
medium and then show you how to connect it all together.
23:26
So we would go in and connect
23:30
So we would go in and connect that and we’d go into this one
23:31
that and we’d go into this one here for small medium large
23:33
here for small medium large shrubs once again, we’re
23:34
shrubs once again, we’re mapping it into a custom field
23:35
mapping it into a custom field and then we’re mapping it back
23:37
and then we’re mapping it back to the small medium and large
23:38
to the small medium and large shrub basically go and hit save
23:40
shrub basically go and hit save and close at this point, and
23:42
and close at this point, and then the final part would be is
23:44
then the final part would be is the first time you do it. You
23:46
the first time you do it. You wanna go into a lead or a
23:48
wanna go into a lead or a client under the auto assist um
23:50
client under the auto assist um attached that form and then
23:52
attached that form and then you’re going in your mobile
23:53
you’re going in your mobile form to attach that and then.
23:56
form to attach that and then. Person walks through and add
23:57
Person walks through and add all the small medium and large
23:59
all the small medium and large shrubs. uh it’s automatically
24:01
shrubs. uh it’s automatically gonna calculate the price of
24:01
gonna calculate the price of budget time it cost before
24:03
budget time it cost before profit based on all the numbers
24:05
profit based on all the numbers we’ve had there so that auto
24:07
we’ve had there so that auto assist right there is here. And
24:12
assist right there is here. And you’re gonna wanna add that
24:13
you’re gonna wanna add that onsite form here and then once
24:15
onsite form here and then once it’s loaded you hit it you go
24:17
it’s loaded you hit it you go in. pull it up on your mobile
24:19
in. pull it up on your mobile btwo bthree with the team app
24:21
btwo bthree with the team app or legacy app you clock in one
24:23
or legacy app you clock in one two and three and then uh when
24:25
two and three and then uh when we open up the estimate it will
24:27
we open up the estimate it will calculate the price budget of
24:28
calculate the price budget of time and cost so get hung up
24:30
time and cost so get hung up here in the basement office
24:31
here in the basement office with some of the internet um if
24:33
with some of the internet um if the kids are using it upstairs
24:36
the kids are using it upstairs so um obviously uh this is not
24:39
so um obviously uh this is not normal but this does happen uh
24:40
normal but this does happen uh when the kiddos are upstairs
24:42
when the kiddos are upstairs playing on the smart TV so um
24:43
playing on the smart TV so um any comments or questions. But
24:46
any comments or questions. But that is how you tackle uh
24:47
that is how you tackle uh production estimating on
24:49
production estimating on shrubs, small medium large
24:50
shrubs, small medium large shrubs hed with a ladder um
24:54
shrubs hed with a ladder um create a job estimate template
24:55
create a job estimate template and then a form that ties in to
24:57
and then a form that ties in to each custom field. You fill the
24:59
each custom field. You fill the form out on your phone and then
25:00
form out on your phone and then when you pull up the estimate
25:01
when you pull up the estimate it calculates the price budget
25:02
it calculates the price budget time and cost and all the
25:04
time and cost and all the consumers will see is shrub
25:05
consumers will see is shrub pruning in a price that they’ll
25:07
pruning in a price that they’ll have no idea. We’ve broken it
25:09
have no idea. We’ve broken it down into segments of sizes
25:10
down into segments of sizes shrubs and he draws so comment
25:11
shrubs and he draws so comment your questions down below
25:13
your questions down below Callahan’s corner. You ask the
25:14
Callahan’s corner. You ask the questions we answered live
English (United States) – Callahan’s Corner: Standardizing estimates for shrub pruning

Callahan’s Corner – How You Should Respond To An Online Request. IMPORTANT: Follow This Process!

Video Transcript

00:00
mike kelly here with uh callahan’s
00:02
corner were you asking questions we
00:03
answer them live
00:04
right here on facebook so the question
00:07
that was submitted is how should i
00:08
respond to an
00:09
online estimate request
00:13
on my website or someone filling out a
00:15
contact
00:16
us form a gentleman said you know should
00:18
i
00:19
call them back immediately should i
00:20
email them back or text message them or
00:23
a certain combination so
00:25
what i’m going to recommend if you have
00:27
the chance you should
00:29
always respond to an online request
00:32
from your website immediately by picking
00:35
up the phone
00:36
speed wins today’s consumers right now
00:39
are demanding
00:40
real-time buying interactions very
00:43
similar to netflix uber
00:44
amazon today’s consumer wants immediate
00:47
results so
00:49
in addition that i really recommend you
00:51
have a chatbot with automated pricing
00:53
on your website and your social media to
00:55
have that 24-hour
00:57
real-time buying decision that’s a whole
01:00
different video but that is going to be
01:01
essential today
01:02
with today’s buying habits of the
01:04
consumer but the main thing is
01:06
based on the question is somebody hits
01:08
your contact us page or requests an
01:10
estimate
01:10
someone in your office should be picking
01:12
up that phone immediately
01:14
and calling them and quoting your
01:18
gateway services over the phone such as
01:20
lawn mowing or fertilization or in home
01:22
cleaning your quick top to bottom deluxe
01:24
with a weekly or bi-weekly cleaning so
01:26
we want to be able to
01:28
go out and crush with speed right off
01:30
that now
01:32
what happens if we call we can’t get a
01:33
hold of them most likely they’re
01:35
probably calling your competitors
01:36
or requesting estimates or engaging with
01:38
an automated bot on your competitors
01:40
page
01:41
so if you have picked up the phone and
01:42
called back immediately and you still
01:44
can’t get a hold of them
01:45
what you’re going to want to do is
01:46
create a manual process or hopefully an
01:49
automated process to create a
01:51
communication
01:53
flow so what you’re going to do is have
01:55
a form
01:56
in your software you check a box on the
01:58
form and it fires off a pre-can
02:01
templated email or you fire off a
02:03
templated email manually
02:05
hopefully it’s automated and what’s
02:06
going to do is it’s going to fire off
02:08
that email
02:10
following up and hopefully if they gave
02:12
us the information off the request to
02:14
quote we give them a live quote off that
02:16
estimate with email
02:17
and we’re going to text message them as
02:20
well
02:20
and in the email subject line what i’m
02:22
going to recommend is
02:24
i just left you a voicemail so that
02:26
triggers off
02:27
automatically after you left the
02:28
voicemail so it creates a constant
02:30
communication with standardized
02:32
marketing that can be delegated to
02:34
anybody in your office so once again if
02:36
somebody hits the website we’re going to
02:37
call them immediately
02:38
if we end up having to leave them a
02:39
voicemail we’re going to have an
02:40
automated uh
02:42
process where we click a button it fires
02:43
off a pre-canned email
02:45
email subject line is i just left you a
02:47
voicemail and it’s going to re-engage
02:49
them to follow up on that estimate
02:50
request and if they’ve given us enough
02:52
details for the estimate cross we’re
02:53
firing off
02:54
a live estimate that they can accept and
02:56
sign online in addition
02:58
to the email we want to fire off a
03:00
automated or manual text message i’m
03:02
hoping it’s automated at this point but
03:03
either way
03:04
the different communication channels
03:07
with follow-up will convert
03:08
more sales and speed wins in today’s
03:12
marketplace in addition if you haven’t
03:15
looked at conversational marketing um
03:17
check out the simple growth page i’ve
03:19
got about a 45 minute uh conversational
03:22
uh basically talk that i gave that dials
03:26
in conversation marketing and why it’s
03:27
important to
03:28
not only have that estimate request form
03:30
but an automated bot on there to assist
03:33
with that
03:33
and create real-time conversations with
03:35
a live person or if you’re not
03:37
open um and no one’s available we can go
03:39
in and go in and collect the information
03:41
and get it right into your crm your
03:43
software to create a constant real-time
03:45
buying flow
03:47
and what i’m going to recommend is is
03:48
like i said forms still work and you
03:50
want to have them on your your
03:52
on your website but you really need a
03:54
bot
03:55
and i like to use the analogy of imagine
03:57
it’s the holiday season you’re going
03:58
into
03:59
say best buy and they’re selling these
04:01
huge screen
04:02
big screen tvs around the holiday season
04:05
and
04:05
when you go there uh you get cash in
04:07
hand you check out the tv and it looks
04:09
mint you’re gonna buy it so you go up to
04:10
the register and what you get what
04:11
happens when you get to the register is
04:12
that
04:13
there’s a clipboard and it literally
04:14
says give me your name your phone number
04:16
email
04:17
all the information in fill this out and
04:19
when we’re ready we’ll
04:20
call you when we’re ready to sell you
04:22
that tv literally if you have a static
04:24
estimate form
04:25
just on your website for requests and
04:27
estimate that is not enough with today’s
04:29
consumer we really need a bot to assist
04:32
them filling out the form
04:33
or a bot that can actually have a live
04:34
interaction and quote live pricing for
04:36
those gateway services
04:38
um and the way we’ve built ours is it
04:40
actually goes out to zillow and grabs
04:42
the lot square footage
04:43
for the turf or it goes in and grabs the
04:46
home square footage for cleaning or
04:47
perimeter pest control
04:49
and it quotes a live price and then
04:51
sinks right into the software such as
04:53
service autopilot job or zen made
04:55
service monster just to name a few
04:57
but that contact information the price
05:00
the square footage
05:01
automatically syncs into those softwares
05:03
and picks up the process live with no
05:04
double entry so
05:06
the main question was when somebody hits
05:08
the website form we call back
05:09
immediately
05:10
we follow up with email text that
05:12
combination
05:13
hopefully an estimate if we have enough
05:14
information but that’s not enough we
05:16
need
05:16
in my opinion a automated messenger bot
05:19
um
05:20
to do that if you’re not going to build
05:21
it yourself check out the simple growth
05:23
page we’ve got
05:24
um messenger bots built out for just
05:27
about every lawn care and hardscaping
05:28
service as well as
05:29
home cleaning and disinfecting right now
05:32
so hopefully that
05:33
helps with the question callahan’s
05:34
corner you ask questions we answer live
05:36
right here on facebook we’ll see you
05:37
again tomorrow with the
05:38
pre-submitted questions

Callahan’s Corner – Accountability

Video Transcript

00:01
hey mike callahan with callahan’s corner
00:02
where you ask the questions we answer
00:04
them
00:04
live here on facebook so one of the big
00:07
recurring issues that we see in
00:09
all the service businesses well at least
00:10
most of service businesses we’ve been
00:12
dealing with lately is that
00:14
there is a massive accountability issue
00:16
especially going into the second half or
00:17
later part of the season
00:19
for getting the crews to do what they
00:21
should be doing on a daily basis
00:23
in their mobiles in the crm or the
00:26
software that you’re using so if the
00:29
software using has the ability to clock
00:31
in and out of drive time
00:33
and clock in and out of each job what
00:36
we’re finding is the crews are not being
00:38
held accountable on a daily basis
00:40
for putting this essential data in the
00:42
software
00:43
and why it’s essential to have the start
00:45
and stop times for drive time and
00:47
each job you do is a three-fold
00:49
situation so we want to be able to go
00:52
out and know our drive time our
00:56
non-billable cost effect based on labor
00:57
with labor burden
00:59
we also really want to know um the
01:02
if we’re hitting our hourly goals so if
01:04
we’re making money on all the jobs and
01:05
without good data in
01:07
uh the business is really blind um it’s
01:09
kind of like driving in fog you don’t
01:11
know what it’s ahead of you
01:12
you know you’re on the road but you
01:13
don’t know what the next turn may take
01:16
so
01:16
really really important that we need to
01:18
hold those crews accountable for
01:19
clocking in
01:20
to non-billable drive time and things
01:22
like shop time and having accurate start
01:24
and stop times and if they don’t
01:25
remember to clock into mobile that
01:27
they’re telling the office or someone
01:29
um to update those dispatch boards or
01:31
close out day screens if using service
01:32
autopilot
01:33
next thing is that the office needs to
01:36
be held accountable whether it’s you in
01:37
the office or virtual assistant
01:39
or just a regular office person is that
01:42
we need to have
01:44
someone go through the closeout day
01:46
screen and service autopilot or the
01:47
equivalent in other softwares
01:49
to double check we have accurate start
01:51
and stop time so the crew’s not logging
01:53
in and out of a job
01:54
under a minute like they got the job
01:55
done and then
01:57
um realized they had to go to the next
01:59
stop so they clocked in and out under a
02:01
minute so this is the last point a human
02:02
can touch
02:04
uh before job costing production reports
02:07
and uh billing so if you’re using a
02:10
product like service autopilot that’s
02:11
going to trigger an automatic invoice
02:13
every day every week every month so one
02:15
of the biggest issues right now is how
02:17
do we hold those folks accountable and
02:18
what i’m going to recommend that you do
02:20
is at least the next two to three weeks
02:22
if this is an issue in your business
02:24
walk down to the shop with an
02:25
old-fashioned clipboard and print out
02:27
those closeout day screen reports
02:29
and highlight all the jobs that have
02:31
inaccurate times or missing times and
02:33
force the crews to give it to you
02:34
obviously if you have gps you want to
02:36
double check it
02:36
but we’re going to hold accountability
02:38
every morning or the following evening
02:40
when they come in someone’s in taking
02:41
those sheets
02:42
uh physically in the office we want to
02:44
make sure that’s good data and then the
02:45
next morning or that following or that
02:47
night
02:47
someone in the office should be checking
02:49
that it’s a quick two to three minute
02:50
look through
02:51
to make sure we’ve got good start and
02:52
stop times a budgeted time and believe
02:55
it or not a price you wouldn’t believe
02:56
how many
02:57
um accounts i’ve been in the last two to
02:59
three months where people are not
03:00
charging out a dollar amount
03:02
uh by mistake so this workflow process
03:05
will allow you to
03:06
avoid those mistakes so i’m going to
03:09
recommend on a daily basis we’re
03:11
checking with the crews every morning
03:12
from the previous day for accountability
03:14
that’s going to take two to three weeks
03:16
and we’re gonna be sticklers about it
03:17
and make them
03:18
before they pull out of the shop give
03:19
you those times the best of their
03:21
knowledge
03:21
and if they skip a job and they don’t
03:23
have a reason why with notes
03:25
send them back to that job if it needs
03:26
to be done and then your office at the
03:28
end of every day or the beginning of the
03:29
next day for the previous day needs to
03:30
be
03:31
running those those uh quick closeout
03:34
day screen
03:34
check now the next thing is and probably
03:37
one of the
03:38
more important things that we realized
03:39
my lawn care company when we started to
03:41
institute this is
03:42
what we need to do is have a weekly
03:45
monday huddle in most offices it’s going
03:48
to be probably impossible to have the
03:50
office admin especially if it’s a va
03:51
present
03:52
with the crew leaders so we have a
03:53
monday huddle with the crew leaders to
03:55
go over
03:56
previous um budget versus actual
03:59
and how well they track the data and we
04:01
have a monday huddle with your virtual
04:03
assistant or your office assistant
04:04
um either it’s virtual or in person
04:06
standing quick five to ten minute minute
04:08
meeting
04:09
but what the point is that the office
04:12
administrator is reporting out to you on
04:13
the top three things
04:15
um that’s there and it’s the actual
04:16
verse budgeted we have
04:18
budgeted time and prices that’s one of
04:20
the big three the other two
04:22
are probably up to you whether it’s
04:23
driving that quarterly or yearly goal
04:25
i’m tying into that bhag that big hairy
04:27
audacious goal of your 10 to 15 year
04:29
goal so
04:30
accountability in the field and the
04:32
office is essential
04:33
because without good data or no data
04:36
you’re running blind but if you have
04:37
good data in and good data out
04:39
then you can go into a reporting center
04:41
and have a really good idea what’s going
04:43
on in your business and the fine-tuning
04:46
things that you need to make happen on a
04:47
day-to-day basis or week-to-week basis
04:49
in addition
04:50
it’s going to create accountability with
04:52
those crews with hopefully a quality
04:53
standard as well
04:55
and that’s one of the things we felt
04:56
short in so when we do the production
04:57
rate incentive we need a quality
04:59
standard tied into it so comments
05:00
questions drop below callahan’s corner
05:02
you ask the questions we answer live
05:03
right here on facebook

SA Weekly Talk Show w/ Shawn Day

Video Transcript

00:00
you’re listening to the simple growth
00:02
podcast
00:03
the show that helps business owners get
00:05
their life back
00:06
here’s your host mike callahan
00:10
welcome back to the sa weekly talk show
00:12
here mike callahan
00:13
with co-host cody owen as always coming
00:15
back to you at 1 pm eastern
00:17
12 p.m central special guest today sean
00:20
day
00:20
of blue skies admin services going to be
00:23
diving in and talking
00:24
all things recruiting employees and how
00:27
the recruiting game has probably changed
00:29
here during um
00:30
the the covid times and how some of the
00:33
practices of recruiting
00:34
um have either changed or uh pivoted a
00:37
little bit during
00:38
uh this new time to actually go out and
00:40
get employees and i know sean really
00:41
appreciate you coming on here but uh
00:43
uh give you a sec to kind of induce
00:44
yourself but i think one thing that we
00:46
all can uh
00:47
agree upon being in the service industry
00:48
right now is hiring and going out and
00:50
recruiting
00:51
employees whether it was lawn care home
00:53
cleaning pressure washing soft washing
00:55
businesses
00:56
uh was not an easy thing pre-covered and
00:58
now
00:59
uh there’s some extra layers of
01:00
complexity so sean
01:02
if people have never met you um if you
01:04
don’t mind just give us a little
01:05
background how you cut your teeth in the
01:06
service industry and uh
01:08
you know came to uh market with blue
01:10
skies admin services
01:12
sure so uh good to be here thanks for
01:14
having me
01:15
we um i i owned a cleaning company for
01:18
about 20 years
01:19
and about four or five years ago i told
01:22
my wife hey let’s get this thing ready
01:24
to sell and
01:25
and get it ready maybe in three years
01:27
we’ll sell it or so
01:28
about two months after that conversation
01:30
i sold my business to blue sky services
01:33
uh things just rumbled into into place
01:37
and so our strategy as as we
01:40
consolidated blue skies was mainly at
01:43
that time an exterior cleaning company i
01:45
had the inside stuff
01:47
let’s get together and do it so we ended
01:49
up as part of our strategy buying other
01:51
cleaning companies and what we found out
01:54
rather quickly was we suck at recruiting
01:57
we thought we were pretty good at
01:58
recruiting we were no good at recruiting
02:00
uh and what happens is you know you buy
02:02
a company with 30 40 employees something
02:05
like that and george has owned it for
02:07
you know 30 years
02:08
and george goes away to retire about
02:10
eight or nine of
02:11
their staff goes away because george
02:13
goes away and kathy goes away and
02:15
and so what we did was i said we’re
02:18
never going to be able to execute on
02:19
this unless
02:20
we put a world-class automated system
02:23
together for our own company
02:25
so we did that we were able to grow it’s
02:27
very unlikely that we’re short staffed
02:29
for very long at all anymore in any
02:31
market labor market
02:33
and what had happened mike was we had a
02:34
bunch of our colleagues power washing
02:36
companies buddies and
02:37
a lot of people i’ve known for years in
02:39
the cleaning industry saying how are you
02:40
doing these things
02:42
and we scratched our head and said hey
02:43
man there is a huge untapped
02:46
uh niche here nobody’s helping our
02:48
businesses our buddies out there that
02:50
own cleaning companies power
02:52
home service companies lawn companies
02:54
and so we started a recruiting service
02:56
we’ve done it for now for about
02:58
two and a half three years and we
03:00
service well over a hundred clients now
03:01
and that’s how we
03:02
we sort of stumbled our way into this
03:04
thing
03:11
so mike’s not yeah yeah we might have
03:14
lost mike for a second there
03:16
so what when you guys realized that you
03:19
had this problem
03:20
of like oh man we are not actually great
03:23
at recruiting
03:24
what were the first big hurdles that you
03:26
guys had to jump over to make that work
03:30
i think the first thing that i
03:33
envisioned was
03:34
getting it automated because you know
03:37
when you recruit we call it blue collar
03:40
i’ve got a facebook group called blue
03:42
collar recruiting
03:43
it’s we go live every thursday night at
03:45
9 pm eastern
03:46
and we talk about those those things to
03:48
your point cody and the thing was it
03:50
needs to be automated because we
03:52
in our industries we hire quickly we
03:55
have high turnover
03:57
um it’s not like you know hiring a nurse
03:59
that’s going to be around for 10 years
04:01
and it takes forever to go find and
04:02
qualify somebody we got to move fast
04:05
if you have to move fast and in the in
04:08
the power washing game it’s a hundred
04:09
thousand dollars that one employee can
04:11
bring in in revenue
04:12
you don’t want to be waiting to get a
04:14
power washer you need to so
04:16
automation was probably the first thing
04:18
that i wanted to dig into
04:20
and then the other thing was how the
04:22
hell do we pre-screen these people
04:24
um properly and and i think i think
04:28
there’s there’s three parts to it job
04:29
description and application flow
04:33
then there’s how do you screen it when
04:35
you get all these applications coming in
04:37
and how do you automate it because i
04:39
don’t have all day to look through
04:40
literally 500 to 1000
04:42
resumes every day and that’s that’s the
04:45
number one hurdle that all of our
04:47
clients have
04:48
when they’ve come to us is i don’t have
04:49
time for this stuff
04:53
um so you introduce automation into this
04:56
cycle
04:56
and that takes the a lot of the the
04:59
like labor burden off of you to have to
05:02
review all of these
05:03
clients or all of these applicants
05:06
yeah um what are
05:09
so a lot of the things that i hear in
05:11
recruiting and you probably have a way
05:13
to weed this out there are a lot of
05:15
people
05:16
who will apply and like look good on
05:18
paper and then
05:19
don’t show up to the interview oh yeah
05:22
the no
05:22
shows yes yeah yeah do you have an
05:25
explanation for these no shows what what
05:28
i’m yeah i’m i’m very data driven i’m
05:31
very
05:31
like e-myth michael gerber stuff and
05:34
uh so we’ve got some data behind that
05:36
actually i i think
05:38
it’s never going to stop or go away
05:40
number one
05:41
especially if you’re finding a employees
05:43
because they’re smart people and they’re
05:44
probably
05:45
uh going to interview three or four
05:46
different places so that’s tough
05:48
so here’s the the data if somebody
05:51
reaches out to you
05:53
to set up an interview and you’ve
05:55
already screened them and they’re ready
05:56
to interview or you reach out to them
05:59
if you do not set that interview up
06:01
within 24 hours or less
06:04
you’ve got a 60 seven percent chance
06:07
that that’s going to be a no show
06:11
the theory that they found something
06:12
else
06:15
yeah that they’ve already found
06:16
something else or the boss has said hey
06:19
you know what
06:20
i i want to keep you i’ll give you that
06:22
raise please just don’t go
06:23
there’s you know so there’s a variety of
06:25
things like that that happen um
06:26
you know and you have to keep in mind
06:29
you know
06:30
when you’re out recruiting you see that
06:32
pipeline and you see that person coming
06:34
through
06:34
but that person’s probably talked to
06:36
three other business owners
06:38
a week or two prior to you you know and
06:41
maybe the boss
06:42
the boss is struggling to figure out if
06:44
they want to keep that person and give
06:46
them
06:46
that raise to stay and then the other
06:49
piece of data
06:50
to answer your question too is so let’s
06:52
say that you do set up that interview
06:54
within 24 hours or less and schedule it
06:58
if you if you don’t
07:02
um if if you don’t reach out
07:06
and get back to them within 24 hours 67
07:09
chance
07:09
you’ve got another 23 chance
07:12
if you don’t follow up and confirm it
07:15
and our
07:16
our philosophy on that has changed we
07:18
used to say if they don’t show up to
07:20
hell with them
07:21
well it’s would you would you do that in
07:23
marketing
07:25
okay marketing you know again a client
07:28
you you would you marketing and
07:30
recruiting are so much the same it’s
07:32
just
07:32
it’s scary how how similar they are you
07:35
wouldn’t do that in marketing so you
07:37
you chase down prospects and you you
07:39
give them an estimate you want to do
07:40
business with them you chase them down a
07:42
little bit until
07:43
you better do that with an a player
07:45
because they don’t last very long in
07:46
this market
07:48
absolutely so i mean it sounds like
07:51
building
07:52
an automated system solves a lot of the
07:55
problems
07:56
that that most service businesses run
07:58
into in recruiting
08:00
where so what is your like if we’re
08:02
thinking about it in a marketing context
08:05
what does your top of funnel look like
08:08
for recruiting great question it’s very
08:11
similar
08:12
so you know we our funnel on the top
08:15
is as big as the globe it’s huge i don’t
08:19
care how many
08:21
we hear this all the time i can i get a
08:23
hundred applications from indeed and
08:25
they all stink
08:26
you know we hear that all the time and
08:28
it’s true it is true
08:30
but what tends to happen is we want this
08:32
huge funnel on top
08:34
um a big mistake that we used to do
08:37
is we used to pre-screen in the job
08:40
description
08:42
and we found that to be a big no-no and
08:44
here’s what would happen
08:46
we would have something you know in
08:47
general if you do this
08:49
where you’re in trouble if you don’t do
08:50
that you better do this
08:52
they’re looking at this job description
08:54
going there’s no way i want to apply to
08:55
the
08:56
so you you don’t want to you don’t want
08:58
to pre-screen the living daylights out
09:00
of them
09:00
during the job description that’s a big
09:02
mistake
09:04
i don’t care if there’s 10 000
09:06
applications
09:07
as long as it’s automated our system
09:10
will find two or three out of
09:12
and the data is we’ll find about three
09:14
to four
09:15
out of every hundred to interview and
09:18
then out of that we’ll probably
09:19
um hire two wow yeah
09:23
yeah so you definitely need to have
09:25
something screening those applicants for
09:27
you
09:28
um yeah sure yeah uh so
09:32
let’s look at those kind of window
09:33
points in our funnel here
09:36
so we’re trying to bring in as many
09:37
people as possible we’re not trying to
09:39
scare them off at the very beginning
09:41
we’re reeling them in and then so you
09:44
get
09:45
a certain number of people fill out the
09:46
application at that point they’ve
09:48
converted to like so i work
09:49
in digital marketing that’s my like
09:51
whole job so i’m gonna continue talking
09:53
about it in these terms
09:54
so then we’re getting kind of our our
09:55
middle of funnel where they’ve given us
09:57
information
09:58
and what is your criteria to flip
10:01
someone from
10:02
okay this was an applicant what what
10:06
separates them to someone you want to
10:07
interview sure um
10:10
so once they get in as an applicant
10:14
what we have set up is we’ve got very
10:17
spec
10:18
industry specific questions which is
10:21
our online application and
10:24
at the end of it about 23 start it never
10:28
finish it because it
10:29
does take a little bit of time and
10:30
that’s okay we want people that are
10:32
serious about the job
10:35
and what happens is when they do our
10:36
online application and hit submit
10:39
it automatically gives us a score so
10:42
when we start our day or we go in there
10:44
at night there’s going to be a bunch
10:46
of applicants and there’s going to be
10:47
scores that are green yellow
10:49
red and based on the way they answered
10:52
the questions
10:54
if they’re at a if they’re below our
10:57
minimum criteria or a minimum score
11:00
and this is in the middle of the funnel
11:01
now they basically get an email that
11:04
says thank you very much go away
11:06
much more professional than that but
11:07
that’s what it says yeah the ones that
11:09
are above that
11:11
we’re not done there we take them on and
11:13
have them do an assessment a personality
11:16
assessment so step one is
11:18
industry specific questions and if they
11:21
make it that
11:22
and they pass that then they have to do
11:24
personality assessments
11:26
and they’re scored on that as well so we
11:28
take a sort of a
11:30
a combination type of score of that and
11:32
we
11:34
we then start to review the resume so
11:36
there’s all these pre-screening
11:38
um things that we do in the middle of
11:40
the funnel before they drip down
11:43
yeah so then it sounds like this this
11:46
personality assessment that gets you
11:47
that like composite score is what’s
11:50
flipping to the final like to pull them
11:52
into the bottom of the funnel
11:54
um so what i remember
11:57
like taking some of these uh quizzes
11:59
when i was
12:00
you know like high school early college
12:02
you know applying to work at
12:03
bigger companies to do like retail or uh
12:07
you know stuff like that like companies
12:08
use those is this kind of the like
12:11
like among retail workers they’re kind
12:12
of known as the like you know would you
12:14
steal
12:15
quiz is that what we’re talking about or
12:18
what does that look like
12:20
a little bit i’ll give you the title of
12:22
a few of them
12:23
so there’s a couple personality
12:25
assessments we use and like
12:26
one is level of optimism how optimistic
12:30
is the person
12:31
integrity which touches on stealing and
12:34
things of that nature
12:36
um so we want honest people that are
12:38
positive
12:39
and we feel at that point we could
12:41
pretty much mold anybody into being
12:43
with training into being a good
12:45
technician or office manager or whatever
12:47
it is but but we go further
12:48
one of my favorites is emotional
12:51
stability
12:53
so so you know let’s face it we
12:57
in most of the industries we touch on in
12:59
our cleaning businesses
13:00
around the country our blue skies
13:02
cleaning businesses you know we’re not
13:04
hiring
13:05
people that are making you know driving
13:07
porsches and have 50 grand in
13:08
their savings account those sort of
13:10
things we all have problems
13:12
which is fine we want to make sure that
13:14
you’re stable enough
13:15
emotionally stable enough to come in and
13:17
handle the stress of the job
13:19
that’s really what that’s all about and
13:21
then there’s a couple others
13:23
that we use conscientious in other words
13:25
you know do we have to babysit you
13:28
uh that type of thing we don’t like
13:29
babysitting employees once we get them
13:31
trained
13:32
so there’s a lot of that type of thing
13:34
that we look for in those personality
13:36
assessments
13:37
and and if if you’ve got time and you
13:39
want me to
13:40
i can touch on some of those industry
13:42
specific questions too i think
13:44
those are really what what was that was
13:46
a game changer for us oh
13:48
yeah yeah let’s dive into those what’s
13:51
going on with mike real quick
13:53
he sent me a message that he is locked
13:55
out of the
13:56
the tool that we’re using so he can see
13:58
and hear us but he can’t get in for some
14:00
reason
14:01
uh so it would just be you and i sean
14:03
we’ll carry the day no problem
14:05
mike if you’re if you’re able to hear me
14:07
text cody a question if you got any
14:10
questions man
14:13
so so let’s see we so we own some
14:16
cleaning companies so one of the
14:18
questions we ask
14:19
um and i’ll give you two that you would
14:21
think on the surface
14:22
are reasonable things to be upset about
14:25
and so we set the table
14:27
with these questions that we call the
14:29
three questions
14:30
the three um um thing the things that
14:33
would upset you the most if you got this
14:35
job
14:35
and we have three choices you don’t come
14:37
up with your own
14:38
so you choose one two or three and we
14:41
grade those so
14:42
remember we score these automatically so
14:44
depending on how the answer
14:46
there’s going to be a really good answer
14:48
that we score well an
14:49
okay answer is average and a really poor
14:52
answer
14:52
so here’s one of the questions out of
14:54
these three things what would upset you
14:56
the most
14:56
the worst answer is this
15:01
there’s somebody that is always late to
15:03
work never on time and the owner or
15:05
manager never does a thing about it
15:07
okay on the surface that seems like
15:10
something very reasonable to be upset
15:11
about because you’re getting the kids
15:13
out the door you’re trying to get to
15:14
work and you’re never late and you
15:16
really work hard not to be late
15:18
reasonable okay let me
15:20
spew the data on it um because
15:23
once we get emotion out of this stuff we
15:25
can we can really figure some things out
15:27
and the data at least for blue sky
15:29
services and most of our clients
15:31
is that that person the common
15:34
denominator without
15:36
with practically no exceptions is your
15:40
gossip king or queen or your drama
15:43
king and queen and if you think about it
15:45
i’m telling you
15:47
i’m gonna be really upset depending on
15:49
what
15:50
somebody else either does or does not do
15:52
okay
15:53
thank you i’d rather you just come to
15:55
work and not worry about what fred’s
15:57
doing maybe maybe fred came to me
15:59
and as the owner of the business and
16:00
said hey i just found out some really
16:02
bad news about my son
16:04
you know he’s got this attention
16:05
disorder and i’ve got to go see a
16:07
psychiatrist with them every morning for
16:09
an hour
16:10
you know i’ve been here for a couple
16:11
years it won’t you know it’s only for a
16:13
month is
16:14
that okay boss well maybe maybe they
16:16
don’t want to announce that to everybody
16:17
in the office so just mind your business
16:19
come to work
16:20
so that’s a that’s a big deal another
16:22
one i love
16:23
and i’ll just have i’ll have one more
16:26
for you
16:26
and again on the surface it seems very
16:29
reasonable somebody would be upset about
16:30
it and it’s this one
16:32
the worst answer out of the three that
16:34
are going to upset you the most if you
16:36
get this job
16:37
my paycheck is off by twenty dollars my
16:40
paychecks off by twenty dollars
16:42
so you’re gonna tell me that you’re
16:43
gonna be upset about that and that’s
16:45
gonna really steam you over
16:46
if 20 bucks is now there’s two things
16:49
with that one is i never said that we
16:51
underpaid you
16:52
what if what if we overpaid you so the
16:54
mindset of somebody
16:56
okay that’s number one goes right to the
16:58
negative that that boss that owner that
17:00
company that if they pit the employee
17:04
in boss thing which which is a nightmare
17:06
but the other interesting thing about
17:08
that is
17:09
what i’ve what my gut sort of tell me
17:11
out of 20 some years of doing this
17:14
is that i am convinced that good
17:16
employees know they’re good employees
17:18
i am even more convinced that bad
17:20
employees know they’re bad employees
17:22
okay
17:23
what do we tell our good employees man
17:25
if i could clone you i love you here’s
17:26
to get to take your spouse out to dinner
17:28
on me you’re the best i love it
17:30
you all you know they hear good things
17:33
what do we tell bad employees
17:34
you know you know mrs jones is
17:36
complaining about her
17:38
windows or her lawn again what’s going
17:40
on you can’t be
17:41
late all the time they hear that all not
17:43
just where they’re at today they’ve
17:44
heard that all their lives probably
17:46
okay that’s what they hear so the
17:48
mindset
17:49
of a good employee their mind doesn’t go
17:52
to that answer because they know
17:54
they’re going to be taken care of that
17:55
might have been a mistake but they
17:57
know that they’re going to be taken care
17:59
of because if it happens with me
18:01
and my employees i’m taking money out of
18:03
my pocket called cash
18:04
and going here i got a 50 or a couple
18:06
20s i’m sorry i was 20 off it’ll never
18:09
happen again
18:10
okay if you’re a bad employee the
18:11
chances of me pulling money out of my
18:13
pocket
18:14
are pretty slim and none if i keep
18:16
wondering where you’re at why you’re not
18:17
showing up and you’re breaking things
18:19
all the time
18:20
okay i think that’s a reasonable thing
18:23
to to um you know to
18:26
think that that’s something to be upset
18:28
about but the data shows completely
18:30
different
18:31
yeah kind of looking at where where
18:33
their mind goes when they
18:35
see a and like a little bit of a vague
18:39
thing they can take in a positive way
18:42
[Music]
18:44
for what they’re going to do because
18:45
that’s how they’re going to handle
18:47
uh you know a normal problem that arises
18:50
and
18:51
you know what’s really cool about it one
18:52
of the biggest challenges
18:54
i had in developing the the system
18:58
and and most i think have or don’t think
19:00
about
19:01
is matching your culture
19:05
in your job description and all the way
19:07
through that
19:08
funnel that you you call the funnel and
19:10
and i think
19:11
some of these industry specific
19:13
questions lay that out and i’ll give you
19:15
another
19:15
another example of that and how you can
19:17
match culture which is huge
19:19
and that is most house cleaning
19:22
companies for example
19:24
don’t work on weekends don’t work nights
19:27
and and don’t work major holidays that’s
19:29
pretty much a commonality and a lot
19:32
hundreds of cleaning companies around
19:33
the country so one of the questions i’d
19:35
like to ask
19:36
is and and it’s advertised that you
19:38
don’t that’s a selling point you don’t
19:40
work weekends you know we’re yeah
19:42
and so what happens is i’d like to ask
19:43
the question um
19:46
which one of these three things would
19:47
upset you the most and the worst answer
19:49
is
19:49
i have to work five saturdays in a row
19:51
and i was told i didn’t have to work
19:53
weekends
19:54
and so our culture at least at blue
19:57
skies
19:58
is literally one of our core behaviors
20:00
is plow horse
20:01
we work like a plow horse do whatever it
20:03
takes to make that customer happy
20:05
in reasonable terms so i don’t like when
20:08
somebody says i can’t work on a saturday
20:10
um you know that bothers me it’s not
20:13
part of our
20:14
core behaviors it’s not part of our our
20:16
company culture at all
20:18
and that happens in lawn care companies
20:20
too when like normal they don’t work
20:22
saturdays but
20:23
you know it rained all week and we have
20:25
to yeah or we’re gonna you know
20:27
we’re not gonna make payroll if no one
20:29
pays us to mow their lawn
20:31
exactly yeah so what are kind of
20:34
to to wrap up here what are some of the
20:37
big
20:38
like aha moments that you wish you could
20:40
have given yourself
20:41
you know three years sooner
20:44
um i i think
20:48
probably
20:52
being very careful on the job
20:54
description is
20:55
is probably the one that really was a
20:57
big change for us
20:59
because like i said there we were we
21:01
were really screening people pretty hard
21:03
in the job description
21:05
and when i when you read back through
21:07
some of the things we used to do
21:09
i wouldn’t let my daughter apply for a
21:11
job with us
21:13
you know there was just two it was too
21:15
negative it was too
21:16
um you better do this you better not do
21:18
that and it’s like you know
21:20
um it just it just wasn’t good the other
21:24
thing and i’ll give it this is this was
21:26
huge and i recommend this for everybody
21:28
out there listening
21:30
on the what we did was once we did hire
21:33
somebody
21:34
okay one of the things that we did
21:37
was we knew a new person would come in
21:39
on their first day
21:41
we actually had somebody waiting by the
21:43
door for that person
21:45
and when they noticed that person
21:46
driving into the parking lot they were
21:48
to run out by the car
21:50
with a big smile so you we would find
21:53
the the most
21:54
you know positive human being that would
21:57
love that
21:58
type of job and it’s sort of a fun goofy
22:00
thing if you let it be
22:02
so that personality that person runs out
22:04
there the first thing they see on the
22:06
first day of their job
22:07
is this smiling son of a gun sitting
22:10
there can’t wait to meet you you already
22:12
know their name don’t ask them their
22:14
name
22:14
hi michelle my name’s joanne nice to
22:16
meet you we can’t we’ve been waiting for
22:18
you we can’t wait to see you
22:20
we got either coffee or juice for you
22:22
we’ve got donuts bagels or fruit
22:23
whatever you want
22:24
that’s what somebody wants to hear on
22:26
their first day what
22:28
typically happens and what was happening
22:30
prior to that was
22:31
and well how much does that cost by the
22:32
way about nothing
22:34
yeah a little bit of breakfast you know
22:36
that’s nothing so
22:38
what one of the things we used to do is
22:39
somebody would come in there’d be three
22:41
people outside smoking a cigarette going
22:43
man like this monday suck i can’t say it
22:46
i can’t believe mrs jones she saw you
22:49
that’s what they hear
22:50
that’s what they hear on their first day
22:51
of work um they’re not gonna last a long
22:53
time
22:54
yeah and it’s it doesn’t cost you
22:57
anything it really doesn’t
22:58
yeah well sean thank you
23:01
so much for joining us today mike
23:04
usually does
23:05
the the wrap up so we are
23:08
this will be up on spotify and other
23:11
podcast
23:11
apps uh here in the next couple of days
23:14
if you want to re-listen
23:16
um or if you want to subscribe so you
23:17
can listen in the car to future episodes
23:20
um yeah we’re back every friday
23:24
at noon central i’m not going to try to
23:26
do the other time zones because i will
23:28
mess them up
23:29
um but sean thanks so much for helping
23:32
us out today
23:33
and uh just to remind people where can
23:35
they find you online
23:37
sure the best way to do it is um
23:40
is probably just to message me on
23:42
facebook um
23:44
if not there you can go to
23:47
yourblueskies.com
23:49
your blue skies dot com
23:53
but facebook’s the easy way if you look
23:55
up blue collar recruiting
23:57
we’ve got a uh facebook live every
23:59
thursday night
24:01
we’ve got about 600 members in the group
24:03
we usually get about 3 000 views
24:04
something like that
24:05
9 p.m eastern time every thursday night
24:08
we have a facebook live going on
24:10
and i’ll be more than happy to talk shop
24:12
with anybody out there
24:14
we do have a recruiting service we can
24:17
give you a demo of how we can help you
24:19
uh 15-minute demo but i i’m more than
24:22
happy to answer any questions i’ve been
24:23
doing this long enough i don’t
24:25
hard sell a thing if you want to use
24:27
this that’s fine if not
24:28
i love talking shop i’ll help you in any
24:30
way i can awesome
24:32
sean thanks so much all right cody take
24:34
good care have a good weekend now bud
24:36
you too all right bye-bye
24:42
now we’re waiting for mike to disconnect
24:44
us
24:46
[Music]
24:54
i’m gonna click off yeah go ahead and
24:56
click off all right bob take good care
24:58
youtube
25:03
if you like this show you might want to
25:05
check out our resources at
25:09
www.startsimplegrowth.com
25:10
while you’re there enter to win in
25:12
estimator chat bot
25:14
mike callahan is available for private
25:16
coaching

SA Weekly Talk Show: Shawn Daily – Recruiting New Team Members

Video Transcript

00:01
welcome back to the sa weekly talk show
00:03
here mike callahan
00:04
with co-host cody owen as always coming
00:06
back to you at 1 p.m eastern
00:08
12 p.m central special guest today sean
00:11
day
00:12
of blue skies admin services going to be
00:14
diving in and talking all
00:16
things recruiting employees and how the
00:18
recruiting game has probably changed
00:20
here during
00:21
um the the coveted times and how some of
00:24
the practices of recruiting um have
00:26
either changed or
00:28
pivoted a little bit during uh this new
00:30
time to actually go out and get
00:31
employees and i know shawn really
00:32
appreciate you coming on here but uh
00:34
uh give you a sec to kind of juice
00:35
yourself but i think one thing that we
00:37
all can uh
00:38
agree upon being in the service industry
00:39
right now is hiring and going out and
00:42
recruiting employees whether it was lawn
00:43
care home cleaning
00:44
pressure washing soft washing businesses
00:47
uh was not an easy thing pre-covered and
00:49
now
00:50
uh there’s some extra layers of
00:52
complexity so sean
00:53
if people have never met you um if you
00:55
don’t mind just give us a little
00:56
background how you cut your teeth in the
00:57
service industry and uh
00:59
you know came to uh market with blue
01:01
skies admin services
01:03
sure so uh good to be here thanks for
01:05
having me
01:06
we um i owned a cleaning company for
01:09
about 20 years
01:10
and uh about four or five years ago i
01:13
told my wife hey let’s get this thing
01:15
ready to sell and
01:16
and get it ready maybe in three years
01:18
we’ll sell it or so
01:20
about two months after that conversation
01:22
i sold my business to blue sky services
01:24
uh things just rumbled into into place
01:28
and so our strategy as as we
01:31
uh consolidated blue skies was mainly at
01:34
that time
01:35
an exterior cleaning company i had the
01:37
inside stuff
01:38
let’s get together and do it so we ended
01:40
up
01:41
as part of our strategy buying other
01:43
cleaning companies and what we found out
01:45
rather quickly was we suck at recruiting
01:48
we thought we were pretty good at
01:49
recruiting we were no good at recruiting
01:51
uh and what happens is you know you buy
01:54
a company with 30 40 employees something
01:56
like that and george has owned it for
01:58
you know 30 years and george goes away
02:00
to retire
02:01
about eight or nine of their staff goes
02:03
away because george goes away and kathy
02:05
goes away and
02:06
and so what we did was i said we’re
02:09
never going to be able to execute on
02:11
this unless
02:11
we put a world-class automated system
02:14
together for our own company
02:16
so we did that we were able to grow it’s
02:18
very unlikely that we’re short staffed
02:20
for very long at all
02:22
anymore in any market labor market and
02:24
what had happened mike was we had a
02:25
bunch of our colleagues power washing
02:27
companies buddies and
02:29
a lot of people i’ve known for years in
02:30
the cleaning industry saying how are you
02:32
doing these things
02:33
and we scratched our head and said hey
02:35
man there is a huge untapped
02:37
uh niche here nobody’s helping our
02:39
businesses our buddies out there that
02:41
own cleaning companies power
02:43
home service companies lawn companies
02:45
and so we started a recruiting service
02:47
we’ve done it for now for about
02:49
two and a half three years and we
02:51
service well over a hundred clients now
02:52
and that’s how we
02:53
we sort of stumbled our way into this
02:55
thing
03:02
so mike’s not yeah yeah we might have
03:05
lost mike for a second there
03:07
so what when you guys realized that you
03:10
had this problem
03:11
of like oh man we are not actually great
03:14
at recruiting
03:15
what were the first big hurdles that you
03:18
guys had to jump over to make that work
03:21
i think the first thing that i
03:24
envisioned was
03:25
getting it automated because you know
03:28
when you recruit we call it blue collar
03:31
i’ve got a
03:32
facebook group called blue collar
03:33
recruiting it’s
03:35
we go live every thursday night at 9 pm
03:37
eastern and we talk about those
03:39
those things to your point cody and the
03:40
thing was it needs to be automated
03:42
because we
03:43
in our industries we hire quickly we
03:47
have high turnover
03:48
um it’s not like you know hiring a nurse
03:50
that’s going to be around for 10 years
03:52
and it takes forever to go find and
03:54
qualify somebody we got to move fast
03:56
if you have to move fast and in the in
03:59
the power washing game
04:00
it’s a hundred thousand dollars that one
04:02
employee can bring in in revenue
04:04
you don’t want to be waiting to get a
04:06
power washer you need to so
04:07
automation was probably the first thing
04:09
that i wanted to dig into
04:11
and then the other thing was how the
04:13
hell do we pre-screen these people
04:16
um properly and and i think i think
04:19
there’s there’s three parts to it job
04:21
description and application flow
04:25
then there’s how do you screen it when
04:26
you get all these applications coming in
04:28
and how do you automate it because i
04:30
don’t have all day to look through
04:32
literally 500 to 1000
04:34
resumes every day and that’s that’s the
04:36
number one hurdle that all of our
04:38
clients have
04:39
when they’ve come to us is i don’t have
04:41
time for this stuff
04:44
um so you introduce automation into this
04:47
cycle
04:47
and that takes the a lot of the the
04:50
like labor burden off of you to have to
04:53
review all of these
04:54
clients or all of these applicants
04:57
yeah um what are
05:01
so a lot of the things that i hear in
05:03
recruiting and you probably have a way
05:04
to weed this out there are a lot of
05:06
people
05:07
who will apply and like look good on
05:09
paper and then
05:10
don’t show up to the interview oh yeah
05:13
the no
05:14
shows yes yeah yeah do you have an
05:16
explanation for these no shows
05:18
what what i’m yeah i’m i’m very data
05:21
driven i’m very
05:22
like e-myth michael gerber stuff and
05:26
uh so we’ve got some data behind that
05:27
actually i i think
05:29
it’s never gonna stop or go away number
05:31
one
05:32
especially if you’re finding a employees
05:34
because they’re smart people and they’re
05:35
probably
05:36
uh to interview three or four different
05:38
places so that’s tough
05:40
so here’s the the data if somebody
05:42
reaches out to you
05:44
to set up an interview and you’ve
05:46
already screened them and they’re ready
05:47
to interview or you reach out to them
05:50
if you do not set that interview up
05:52
within 24 hours or less
05:55
you’ve got a 67 chance
05:58
that that’s going to be a no-show
06:02
the theory that they found something
06:04
else
06:06
yeah that they’ve already found
06:07
something else or the boss has said hey
06:10
you know what
06:11
i i want to keep you i’ll give you that
06:13
raise please just don’t go
06:14
there’s you know so there’s a variety of
06:16
things like that that happen um
06:18
you know and you have to keep in mind
06:20
you know
06:21
when you’re out recruiting you see that
06:23
pipeline and you see that person coming
06:25
through
06:26
but that person’s probably talked to
06:27
three other business owners
06:29
a week or two prior to you you know and
06:32
maybe the boss
06:33
the boss is struggling to figure out if
06:35
they want to keep that person and give
06:37
them
06:37
that raise to stay and then the other
06:40
piece of data
06:41
to answer your question too is so let’s
06:43
say that you do set up that interview
06:45
within 24 hours or less and schedule it
06:49
um if you if you don’t
06:53
um if if you don’t reach out
06:57
and get back to them within 24 hours 67
07:00
chance
07:00
you’ve got another 23 chance
07:04
if you don’t follow up and confirm it
07:06
and
07:07
our our philosophy on that has changed
07:09
we used to say if they don’t show up to
07:11
hell with them
07:12
well it’s would you would you do that in
07:15
marketing
07:16
okay marketing you know again a client
07:19
you you would
07:20
you marketing and recruiting are so much
07:22
the same it’s just
07:24
it’s scary how similar they are you
07:26
wouldn’t do that in marketing so
07:28
you chase down prospects and you you
07:30
give them an estimate you want to do
07:32
business with them you chase them down a
07:33
little bit until
07:34
you better do that with an a player
07:36
because they don’t last very long in
07:37
this market
07:40
absolutely so i mean it sounds like
07:42
building
07:43
an automated system solves a lot of the
07:46
problems
07:47
that that most service businesses run
07:50
into in recruiting
07:51
where so what is your like if we’re
07:53
thinking about it in a marketing context
07:56
what does your top of funnel look like
07:59
for recruiting great question it’s very
08:02
similar
08:03
so you know we our funnel on the top
08:07
is as big as the globe it’s huge i don’t
08:10
care how many
08:12
we we hear this all the time i can i get
08:14
a hundred applications from indeed and
08:16
they all stink
08:17
you know we hear that all the time and
08:19
it’s true it is true
08:21
but what tends to happen is we want this
08:24
huge funnel on top um
08:26
a big mistake that we used to do is we
08:29
used to
08:30
pre-screen in the job description and we
08:33
found that to be a big no-no
08:35
and here’s what would happen we would
08:37
have something you know
08:38
in general if you do this where you’re
08:41
in trouble if you don’t do that you
08:42
better do this
08:43
they’re looking at this job description
08:45
going there’s no way i want to apply to
08:46
the
08:47
so you you don’t want to you don’t want
08:49
to pre-screen the living daylights out
08:51
of them
08:51
during the job description that’s a big
08:53
mistake
08:55
i don’t care if there’s 10 000
08:57
applications
08:58
as long as it’s automated our system
09:01
will find two or three out of
09:03
and the data is we’ll find about three
09:05
to four
09:07
out of every hundred to interview and
09:09
then out of that will probably
09:11
um hire two wow yeah
09:14
yeah so you definitely need to have
09:16
something screening those applicants for
09:18
you
09:19
uh yeah yeah uh so
09:23
let’s look at those kind of winnow
09:24
points in our funnel here
09:27
um so we’re trying to bring in as many
09:28
people as possible
09:30
we’re not trying to scare them off at
09:31
the very beginning we’re reeling them in
09:34
and then so you get a certain number of
09:37
people fill out the application at that
09:38
point they’ve converted to like so i
09:40
work
09:40
in digital marketing that’s my like
09:42
whole job so i’m gonna continue talking
09:44
about it in these terms
09:45
so then we’re getting kind of our our
09:47
middle of funnel where they’ve given us
09:48
information
09:50
and what is your criteria to flip
09:53
someone from
09:54
okay this was an applicant what what
09:57
separates them to someone you want to
09:59
interview sure um
10:02
so once they get in as an applicant
10:05
what we have set up is we’ve got very
10:08
spec
10:09
industry specific questions which is
10:12
our online application and
10:16
at the end of it about 23 start it never
10:19
finish it because it
10:20
does take a little bit of time and
10:21
that’s okay we want people that are
10:23
serious about the job
10:26
and what happens is when they do our
10:28
online application and hit submit
10:30
it automatically gives us a score so
10:33
when we start our day or we go in there
10:35
at night there’s going to be a bunch of
10:37
applicants and there’s going to be
10:38
scores that are green
10:39
yellow red and based on the way they
10:43
answered the
10:45
if they’re at a uh if they’re below our
10:48
minimum criteria or a minimum
10:50
score and this is in the middle of the
10:52
funnel now
10:54
they basically get an email that says
10:55
thank you very much go away
10:57
much more professional than that but
10:58
that’s what it says yeah the ones that
11:00
are above that
11:02
we’re not done there we take them on and
11:04
have them do an assessment a personality
11:07
assessment so step one is
11:09
industry specific questions and if they
11:12
make it that
11:13
and they pass that then they have to do
11:15
personality assessments
11:17
and they’re scored on that as well so we
11:19
take a sort of a
11:21
a combination type of score of that and
11:23
we
11:24
uh we then start to review the resume
11:27
so there’s all these pre-screening um
11:30
things that we do in the middle of the
11:32
funnel before they drip down
11:34
yeah so then it sounds like this this
11:37
personality assessment that gets you
11:39
that like composite score is what’s
11:41
flipping to the final like to pull them
11:43
into the bottom of the funnel
11:45
um so what i remember
11:48
like taking some of these uh quizzes
11:50
when i was
11:51
you know like high school early college
11:53
you know applying to work at
11:54
bigger companies to do like retail or
11:58
you know stuff like that like companies
11:59
use those is this kind of the like
12:02
like among retail workers they’re kind
12:03
of known as the like you know would you
12:05
steal
12:06
quiz is that what we’re talking about or
12:09
what does that look like
12:11
a little bit i’ll give you the title of
12:13
a few of them
12:14
so there’s a couple personality
12:16
assessments we use and like
12:18
one is level of optimism how optimistic
12:21
is the person
12:22
integrity which touches on stealing and
12:25
things of that nature
12:27
um so we want honest people that are
12:29
positive
12:30
and we feel at that point we could
12:32
pretty much mold anybody into being
12:34
with training into being a good
12:36
technician or office manager
12:38
or whatever it is but but we go further
12:40
one of my favorites is emotional
12:42
stability so
12:45
so you know let’s face it we in most of
12:49
the industries we touch on in our
12:51
cleaning businesses
12:52
around the country our blue skies
12:53
cleaning businesses you know we’re not
12:55
hiring um
12:56
people that are making you know driving
12:58
porsches and have 50 grand in
13:00
their savings account those sort of
13:01
things we all have problems
13:03
which is fine we want to make sure that
13:05
you’re stable enough
13:06
emotionally stable enough to come in and
13:08
handle the stress of the job
13:10
that’s really what that’s all about and
13:12
then there’s a couple others
13:14
that we use consciences in other words
13:16
you know do we have to babysit you
13:19
uh that type of thing we don’t like
13:20
babysitting employees once we get them
13:22
trained
13:23
so there’s a lot of that type of thing
13:25
that we look for in those personality
13:27
assessments
13:28
and and if if you’ve got time and you
13:30
want me to
13:31
i can touch on some of those industry
13:33
specific questions too i think
13:35
those are really what what was that was
13:37
a game changer for us oh
13:39
yeah yeah let’s dive into those what’s
13:42
going on with mike real quick
13:44
he sent me a message that he is locked
13:46
out of the
13:47
the tool that we’re using so he can see
13:49
and hear us but he can’t get in for some
13:51
reason
13:52
uh so it would just be you and i sean
13:54
we’ll carry the day
13:57
mike if you’re if you’re able to hear me
13:58
text cody a question if you got any
14:01
questions man
14:03
on another screen so so uh let’s see we
14:07
so we own some cleaning companies so one
14:08
of the questions we ask
14:10
um and i’ll give you two that you would
14:12
think on the surface
14:14
are reasonable things to be upset about
14:16
and so we set the table
14:18
with these questions that we call the
14:21
three questions
14:21
the three um um thing the things that
14:24
would upset you the most if you got this
14:26
job
14:26
and we have three choices you don’t come
14:29
up with your own
14:30
so you choose one two or three and we
14:32
grade those so
14:33
remember we score these automatically so
14:35
depending on how the answer
14:37
there’s going to be a really good answer
14:39
that we score well an okay answer is
14:41
average
14:42
and a really poor answer so here’s one
14:44
of the questions out of these three
14:46
things what would upset you the most
14:48
the worst answer is this
14:52
there’s somebody that is always late to
14:54
work never on time and the owner or
14:56
manager never does a thing about it
14:59
okay on the surface that seems like
15:01
something very reasonable to be upset
15:03
about because you’re getting the kids
15:04
out the door you’re trying to get to
15:06
work and you’re never late and you
15:07
really work hard not to be late
15:09
reasonable okay let me
15:11
spew the data on it um because
15:14
once we get emotion out of this stuff we
15:16
can we can really figure some things out
15:18
and the data at least for blue sky
15:20
services and most of our clients
15:22
is that that person the common
15:26
denominator without
15:28
with practically no exceptions is your
15:31
gossip king or queen
15:33
or your drama king and queen and if you
15:36
think about it
15:37
i’m telling you i’m gonna be really
15:39
upset
15:40
depending on what somebody else either
15:42
does or does not do
15:44
okay thank you i’d rather you just come
15:46
to work and not worry about what fred’s
15:48
doing maybe maybe fred came to me
15:50
and as the owner of the business and
15:52
said hey i just found out some really
15:53
bad news about my son
15:55
you know he’s got this attention
15:57
disorder and i’ve got to go see a
15:58
psychiatrist with them every morning for
16:00
an hour
16:01
you know i’ve been here for a couple
16:02
years it won’t you know it’s only for a
16:04
month is
16:05
that okay boss well maybe maybe they
16:07
don’t want to announce that to everybody
16:08
in the office so just mind your business
16:10
come to work
16:11
so that’s a that’s a big deal another
16:13
one i love
16:15
and i’ll just have i’ll have one more
16:17
for you
16:18
and again on the surface it seems very
16:20
reasonable somebody would be upset about
16:22
it and it’s this one the worst answer
16:24
out of the three
16:25
that are going to upset you the most if
16:27
you get this job my paycheck is off by
16:30
twenty dollars
16:30
my paycheck’s off by twenty dollars so
16:33
you’re going to tell me that you’re
16:34
going to be upset about that and that’s
16:36
going to really steam you over
16:38
if 20 bucks is now there’s two things
16:40
with that
16:41
one is i never said that we underpaid
16:42
you what if
16:44
what if we overpaid you so the mindset
16:46
of somebody
16:47
okay that’s number one goes right to the
16:49
negative that that boss that owner that
16:52
company that they pit the employee
16:55
in boss thing which which is a nightmare
16:58
but the other interesting thing about
16:59
that is
17:00
what i’ve what my gut sort of tell me
17:02
out of 20 some years
17:04
of doing this is that i am convinced
17:07
that good employees know they’re good
17:08
employees
17:10
i am even more convinced that bad
17:12
employees know they’re bad employees
17:13
okay what do we tell our good employees
17:16
man if i could clone you i love you
17:17
here’s to get to take your spouse out to
17:19
dinner on me you’re the best i love it
17:22
you all you know they hear good things
17:24
what do we tell bad employees
17:26
you know you know mrs jones is
17:28
complaining about her
17:29
windows or her lawn again what’s going
17:31
on you can’t be late all the time they
17:33
hear that all not just
17:34
where they’re at today they’ve heard
17:35
that all their lives probably okay
17:38
that’s what they hear so the mindset of
17:41
a good employee
17:42
their mind doesn’t go to that answer
17:44
because they know
17:45
they’re going to be taken care of that
17:46
might have been a mistake but they
17:48
know that they’re going to be taken care
17:50
of because if it happens with me
17:52
and my employees i’m taking money out of
17:54
my pocket called cash
17:55
and going here i got a 50 or a couple
17:58
20s i’m sorry i was 20 off it’ll never
18:00
happen again
18:01
okay you’re a bad employee the chances
18:03
of me pulling money out of my pocket are
18:05
pretty slim and none
18:06
if i keep wondering where you’re at why
18:08
you’re not showing up and you’re
18:09
breaking things all the time
18:11
okay i think that’s a reasonable thing
18:14
to to um you know to
18:17
think that that’s something to be upset
18:20
about but the data shows completely
18:21
different
18:22
yeah kind of looking at where where
18:24
their mind goes when they
18:26
see a and like a little bit of a vague
18:30
thing they can take in a positive way
18:32
they can take it a negative way
18:33
and looking for for what they’re gonna
18:36
do because that’s how they’re gonna
18:37
handle
18:38
uh you know a normal problem that arises
18:41
and
18:42
you know what’s really cool about it one
18:44
of the biggest challenges
18:45
i had in developing the system
18:49
and and most i think have or don’t think
18:52
about
18:52
is matching your culture
18:56
in your job description and all the way
18:58
through that
18:59
funnel that you you call the funnel and
19:02
and i think
19:02
some of these industry specific
19:04
questions lay that out and i’ll give you
19:06
another another example of that and how
19:08
you can match culture which is
19:10
huge and that is most house cleaning
19:13
companies for example
19:15
don’t work on weekends don’t work nights
19:18
and and don’t work major holidays that’s
19:20
pretty much a commonality and a lot
19:23
hundreds of cleaning companies around
19:24
the country so one of the questions i
19:26
like to ask
19:27
is and and and it’s advertised that you
19:30
don’t that’s a selling point you don’t
19:31
work weekends you know we’re yeah
19:33
and so what happens is i’d like to ask
19:34
the question um
19:37
which one of these three things would
19:38
upset you the most and the worst answer
19:40
is
19:40
i have to work five saturdays in a row
19:43
and i was told i didn’t have to work
19:44
weekends
19:46
and so our culture at least at blue
19:48
skies
19:49
is literally one of our core behaviors
19:51
is plow horse
19:52
we work like a plow horse do whatever it
19:54
takes to make that customer happy
19:56
in reasonable terms so i don’t like when
19:59
somebody says i can’t work on a saturday
20:02
um you know that bothers me it’s not
20:04
part of our
20:05
core behaviors it’s not part of our our
20:07
company culture at all
20:09
and that happens in lawn care companies
20:11
too when like normal they don’t work
20:13
saturdays but
20:14
you know it rained all week and we have
20:16
to yeah or we’re gonna you know
20:18
we’re not going to make payroll if no
20:20
one pays us to mow their lawn
20:22
exactly yeah so what are kind of
20:25
to wrap up here what are some of the big
20:29
like aha moments that you wish you could
20:31
have given yourself
20:32
you know three years sooner
20:36
um i i think
20:39
probably
20:43
being very careful on the job
20:45
description is
20:46
is probably the one that really was a
20:49
big change for us
20:50
because like i said there we were we
20:52
were really screening people pretty hard
20:54
in the job description
20:56
and when i when you read back through
20:59
some of the things we used to do
21:00
i wouldn’t let my daughter apply for a
21:02
job with us
21:04
you know there was just two it was too
21:06
negative it was too
21:08
um you better do this you better not do
21:10
that and it’s like you know
21:12
um it just it just wasn’t good the other
21:15
thing and i’ll give it this is this was
21:17
huge and i recommend this for everybody
21:19
out there listening
21:21
on the what we did was once we did hire
21:24
somebody
21:25
okay one of the things that we did
21:28
was we knew a new person would come in
21:31
on their first day
21:32
we actually had somebody waiting by the
21:34
door for that person
21:36
and when they noticed that person
21:38
driving into the parking lot they were
21:39
to run out by the car
21:42
with a big smile so you we would find
21:44
the the most
21:45
you know positive human being that would
21:48
love that type of job
21:50
and it’s sort of a fun goofy thing if
21:52
you let it be
21:53
so that personality that person runs out
21:55
there the first thing they see on the
21:57
first
21:58
day of their job is this smiling son of
22:00
a gun sitting there can’t wait to meet
22:02
you
22:03
you already know their name don’t ask
22:04
them their name hi michelle my name’s
22:07
joanne nice to meet you
22:08
we can’t we’ve been waiting for you we
22:10
can’t wait to see you we got either
22:11
coffee or juice for you we’ve got donuts
22:14
bagels or fruit whatever you want
22:16
that’s what somebody wants to hear on
22:17
their first day what
22:19
typically happens and what was happening
22:21
prior to that was
22:22
and well how much does that cost by the
22:24
way about nothing
22:26
yeah a little bit of breakfast you know
22:27
that’s nothing so
22:29
what one of the things we used to do is
22:31
somebody would come in there’d be three
22:32
people outside smoking a cigarette going
22:34
man like this monday suck i can’t say
22:37
this i can’t believe mrs jones she saw
22:39
you that’s what they hear
22:41
that’s what they hear on their first day
22:42
of work um they’re not gonna last a long
22:45
time
22:46
yeah and it’s it doesn’t cost you
22:48
anything it really doesn’t
22:50
yeah well sean thank you
22:53
so much for joining us today mike
22:55
usually does
22:56
the the wrap up so uh we are
22:59
this will be up on spotify and other
23:02
podcast
23:03
apps uh here in the next couple of days
23:05
if you want to re-listen
23:07
um or if you want to subscribe so you
23:09
can listen in the car to future episodes
23:12
um yeah we’re back every friday
23:15
at noon central i’m not going to try to
23:18
do the other time zones because i will
23:19
mess them up
23:20
um but sean thanks so much for helping
23:23
us out today
23:24
and uh just to remind people where can
23:26
they find you online
23:28
sure the best way to do it is um
23:32
is probably just to message me on
23:33
facebook um
23:35
if not there you can go to
23:39
yourblueskies.com
23:40
your blue skies dot com
23:44
but facebook’s the easy way if you look
23:46
up blue collar recruiting
23:48
we’ve got a facebook live every thursday
23:51
night
23:52
we’ve got about 600 members in the group
23:54
we usually get about 3 000 views
23:56
something like that
23:57
9 p.m eastern time every thursday night
23:59
we have a facebook live going on
24:01
and i’ll be more than happy to talk shop
24:04
with anybody out there
24:05
we do have a recruiting service um we
24:08
can give you a demo of how we can help
24:10
you
24:10
uh 15-minute demo but i i’m more than
24:13
happy to answer any questions i’ve been
24:15
doing this long enough i don’t
24:16
hard sell a thing if you want to use
24:18
this that’s fine if not
24:19
i love talking shop i’ll help you in any
24:21
way i can
24:22
awesome sean thanks so much all right
24:25
cody take good care have a good weekend
24:26
now bud
24:27
you too all right bye-bye
24:33
now we’re waiting for mike to disconnect
24:35
us
24:37
[Music]
24:45
i’m gonna click off yeah go ahead and
24:47
click off all right bob take good care
24:50
[Music]
24:53
youtube

Up-Selling Strategies 2020

Video Transcript

02:29
Hey, so welcome to the
02:31
Hey, so welcome to the Upselling Strategies 2020 gonna
02:33
Upselling Strategies 2020 gonna be start here in a minute or
02:34
be start here in a minute or two got some people joining
02:35
two got some people joining late um but I wanted to just
02:37
late um but I wanted to just get it going here and uh if
02:39
get it going here and uh if you’re watching live, can you
02:40
you’re watching live, can you just type in the messages that
02:42
just type in the messages that you can indeed uh hear the
02:44
you can indeed uh hear the audio you never know what can
02:45
audio you never know what can go wrong or right on a Facebook
02:48
go wrong or right on a Facebook Live, but this is gonna be part
02:49
Live, but this is gonna be part of our monthly business
02:52
of our monthly business builders session with simple
02:54
builders session with simple grow so once a month right
02:55
grow so once a month right around the middle of the month,
02:56
around the middle of the month, fifteen to twenty uh we are
02:57
fifteen to twenty uh we are going. Coming in and going in
03:00
going. Coming in and going in and dissecting a part of your
03:02
and dissecting a part of your service business and show you
03:03
service business and show you how to do it. so once again, if
03:06
how to do it. so once again, if anybody’s watching live just
03:06
anybody’s watching live just throw something in the
03:07
throw something in the comments, hey, I can hear the
03:08
comments, hey, I can hear the audio is good um and feel free
03:11
audio is good um and feel free as you’re watching the content
03:12
as you’re watching the content tonight to put any of yours
03:15
tonight to put any of yours your. specific questions that
03:16
your. specific questions that you may have throughout the
03:19
you may have throughout the program and if you’re watching
03:20
program and if you’re watching this recorded um happy to break
03:22
this recorded um happy to break that down. I wanna say what’s
03:23
that down. I wanna say what’s up to Chad Gary hearing is fine
03:24
up to Chad Gary hearing is fine here. It’s so beautiful. so
03:26
here. It’s so beautiful. so we’re gonna jump into this. A
03:29
we’re gonna jump into this. A second here but um if anybody
03:31
second here but um if anybody has not um basically heard of
03:35
has not um basically heard of my background, a story, I’ll
03:36
my background, a story, I’ll give you a quick thirty-second
03:39
give you a quick thirty-second rendition of kinda how I got
03:39
rendition of kinda how I got into the service business cut
03:41
into the service business cut my teeth in the service
03:42
my teeth in the service industry and now how um you
03:44
industry and now how um you know we’re helping probably
03:46
know we’re helping probably well plus 400 plus uh service
03:48
well plus 400 plus uh service business Lawn Care Home,
03:49
business Lawn Care Home, Cleaning pest control and a few
03:51
Cleaning pest control and a few other industries to automate
03:52
other industries to automate and create processes in their
03:55
and create processes in their business. so uh without any
03:56
business. so uh without any further delay we are going to
03:58
further delay we are going to get into this here so. Let’s
04:03
get into this here so. Let’s see what happens Alright here
04:04
see what happens Alright here we go like I said. if you have
04:05
we go like I said. if you have any comments questions drop
04:06
any comments questions drop them in here and we will be
04:07
them in here and we will be happy to talk about uh all the
04:09
happy to talk about uh all the things here and I’ve got some
04:10
things here and I’ve got some time afterwards as well. but
04:11
time afterwards as well. but once again, this is the second
04:13
once again, this is the second of our monthly business
04:14
of our monthly business building series here um for
04:16
building series here um for Simple Growth clients, as well
04:17
Simple Growth clients, as well as just anybody who wants to
04:18
as just anybody who wants to learn how to do these things in
04:19
learn how to do these things in their service business. so
04:21
their service business. so welcome to the webinar. And
04:26
welcome to the webinar. And let’s bump that out so we can
04:27
let’s bump that out so we can see it first thing. I want you
04:28
see it first thing. I want you to do is get in there and turn
04:31
to do is get in there and turn your speakers up. make sure you
04:32
your speakers up. make sure you can hear me and get ready and I
04:34
can hear me and get ready and I think we’re gonna be talking
04:35
think we’re gonna be talking about today is um how should we
04:39
about today is um how should we set up our sales system so
04:41
set up our sales system so foundationally from the
04:42
foundationally from the beginning of Callahan’s lawn
04:44
beginning of Callahan’s lawn care um 25 years in the service
04:46
care um 25 years in the service industry started out literally
04:48
industry started out literally freshman year in high school
04:49
freshman year in high school working my way through college
04:50
working my way through college and then making that faithful
04:52
and then making that faithful leap into full-time
04:53
leap into full-time entrepreneurship. Three or four
04:55
entrepreneurship. Three or four trucks actually full time while
04:57
trucks actually full time while I was in college um and there
04:59
I was in college um and there was a lot of things that we
05:00
was a lot of things that we needed to figure out and
05:02
needed to figure out and obviously some of the things we
05:02
obviously some of the things we got right, We were lucky enough
05:04
got right, We were lucky enough to figure out other things We
05:05
to figure out other things We quite honestly failed at and uh
05:07
quite honestly failed at and uh one of the most pivotal points
05:10
one of the most pivotal points in my career uh was the ability
05:12
in my career uh was the ability to go out to meet with Jonathan
05:14
to go out to meet with Jonathan PK of the lawn care Millionaire
05:17
PK of the lawn care Millionaire and um basically went to a
05:19
and um basically went to a two-day round table with him
05:21
two-day round table with him And the thing that is we’re
05:22
And the thing that is we’re about to break a million and
05:24
about to break a million and well beyond that we needed to
05:25
well beyond that we needed to figure out is how do we set up
05:27
figure out is how do we set up our office to handle an influx
05:29
our office to handle an influx of 35? A $1000 of advertising
05:33
of 35? A $1000 of advertising spend um in about a month and a
05:36
spend um in about a month and a month and a half in upstate New
05:37
month and a half in upstate New York so uh my business was
05:39
York so uh my business was doing lawn care and snow
05:40
doing lawn care and snow removal, but if you’re not in
05:41
removal, but if you’re not in lawn care snow removal don’t
05:42
lawn care snow removal don’t worry this is going to be
05:43
worry this is going to be applicable for lawn care and
05:45
applicable for lawn care and home cleaning or any service
05:46
home cleaning or any service business for that matter. But
05:47
business for that matter. But one of the things that I went
05:48
one of the things that I went and learn with when I hang out
05:49
and learn with when I hang out with Jonathan was that um I
05:51
with Jonathan was that um I wanted to see how do we set up
05:53
wanted to see how do we set up a sales machine in the process
05:54
a sales machine in the process inside the office to handle the
05:56
inside the office to handle the influx of 1100 to 1200
05:58
influx of 1100 to 1200 estimates a month is what
05:59
estimates a month is what we’re. Very condensed sales
06:01
we’re. Very condensed sales season in upstate New York, so
06:04
season in upstate New York, so my question was well after I
06:06
my question was well after I set up this office in a
06:08
set up this office in a workflow to standardize and be
06:09
workflow to standardize and be able to be delegated. um should
06:11
able to be delegated. um should I go out and try to sell all
06:13
I go out and try to sell all our services at once only sells
06:16
our services at once only sells certain services or should I
06:17
certain services or should I just do what everybody else in
06:18
just do what everybody else in my market is doing um that
06:21
my market is doing um that seems to be on at least on
06:23
seems to be on at least on Facebook successful so as we
06:25
Facebook successful so as we dive through this today um
06:27
dive through this today um we’re kinda gonna dissect this.
06:30
we’re kinda gonna dissect this. And what best practice is now
06:32
And what best practice is now in 2020 and beyond and how even
06:34
in 2020 and beyond and how even some of the things with coping
06:36
some of the things with coping right now are affecting uh the
06:38
right now are affecting uh the way we sell in the way people
06:40
way we sell in the way people buy um so this is Uh I’m gonna
06:42
buy um so this is Uh I’m gonna I’m gonna foundation to start
06:45
I’m gonna foundation to start from lead acquisition and how
06:46
from lead acquisition and how to go in and set up a sales
06:47
to go in and set up a sales machine that can be delegated
06:49
machine that can be delegated for through volume and then the
06:51
for through volume and then the second half of the talk is
06:53
second half of the talk is really an upsell strategy and
06:56
really an upsell strategy and how we’ve seen in my business
06:57
how we’ve seen in my business as well as a lot of the
06:58
as well as a lot of the businesses were. Where they
07:00
businesses were. Where they actually have gone out and
07:02
actually have gone out and gotten to 100 over 200
07:05
gotten to 100 over 200 estimates literally in a matter
07:06
estimates literally in a matter of a day or two from up sells
07:08
of a day or two from up sells um from their existing client
07:10
um from their existing client base in their leads inside
07:11
base in their leads inside their CRM customer relationship
07:12
their CRM customer relationship management software. so whether
07:14
management software. so whether it’s Service Autopilot or
07:16
it’s Service Autopilot or another platform, this is going
07:16
another platform, this is going to be applicable um but I’m
07:19
to be applicable um but I’m gonna basically give you the
07:20
gonna basically give you the step by step secret sauce in
07:22
step by step secret sauce in the second half of the talk.
07:24
the second half of the talk. How to go out and explode your
07:26
How to go out and explode your sales um in the end of 2020 and
07:29
sales um in the end of 2020 and the other thing that I’m going.
07:32
the other thing that I’m going. Um kinda breakdown before we
07:34
Um kinda breakdown before we get into this is that most
07:35
get into this is that most service business, especially
07:37
service business, especially lawn care and home cleaning
07:38
lawn care and home cleaning your overhead is really uh
07:41
your overhead is really uh heavy in the beginning of the
07:42
heavy in the beginning of the year cuz there’s a lot of
07:43
year cuz there’s a lot of upfront cost to get those
07:45
upfront cost to get those service businesses going so
07:46
service businesses going so when you get to August or
07:48
when you get to August or September of the year, you’ve
07:50
September of the year, you’ve recovered the majority of the
07:51
recovered the majority of the overhead that expenses and now
07:54
overhead that expenses and now every additional sell you put
07:54
every additional sell you put on there is really driving a
07:57
on there is really driving a bottom line profit so most
07:59
bottom line profit so most business-owners, including.
08:00
business-owners, including. Nearly years by August
08:01
Nearly years by August September, let’s face it. we’re
08:03
September, let’s face it. we’re burned out. We’re hoping for
08:05
burned out. We’re hoping for the end of the season fall
08:05
the end of the season fall clean ups. whatever that may be
08:08
clean ups. whatever that may be in in the lawn care industry.
08:09
in in the lawn care industry. We’re just looking for that
08:10
We’re just looking for that light at the end of the tunnel
08:11
light at the end of the tunnel to be done same thing with our
08:13
to be done same thing with our folks in the home cleaning
08:13
folks in the home cleaning they’re looking to get to that
08:15
they’re looking to get to that holiday rush for deep cleans
08:17
holiday rush for deep cleans and additional stuff like that
08:18
and additional stuff like that and just kind of get to that
08:21
and just kind of get to that holiday break, but what I’m
08:21
holiday break, but what I’m gonna propose here is we don’t
08:25
gonna propose here is we don’t let up and we have a systematic
08:26
let up and we have a systematic and focused way to go in
08:29
and focused way to go in throughout the. But especially
08:31
throughout the. But especially right now at the end of the
08:32
right now at the end of the year, and I’m gonna show you
08:33
year, and I’m gonna show you how to increase your client
08:35
how to increase your client lifetime value by 75% or even
08:38
lifetime value by 75% or even 100%. So if you’re average
08:40
100%. So if you’re average client is worth say 2400 to
08:43
client is worth say 2400 to $3500, I’m gonna show you how
08:44
$3500, I’m gonna show you how to take that and at least put
08:46
to take that and at least put 75% if not 100% additional
08:50
75% if not 100% additional revenue in there uh through the
08:51
revenue in there uh through the process, but before we go in
08:52
process, but before we go in and actually look at the upsell
08:55
and actually look at the upsell process, I thought it would be
08:55
process, I thought it would be a complete disservice to
08:57
a complete disservice to everybody watching if we don’t
08:59
everybody watching if we don’t tackle the front end, how do we
09:00
tackle the front end, how do we systemize a sales process that
09:02
systemize a sales process that goes in and answers these
09:04
goes in and answers these questions that we’re gonna be
09:05
questions that we’re gonna be answering the first half.
09:07
answering the first half. Should I try to tell all my
09:09
Should I try to tell all my services at once? should I sell
09:10
services at once? should I sell only certain services or just
09:11
only certain services or just do what everybody else in the
09:13
do what everybody else in the market is doing that seems to
09:14
market is doing that seems to probably face value be
09:18
probably face value be successful. So um here we go Uh
09:19
successful. So um here we go Uh diving into that. but the first
09:20
diving into that. but the first thing I wanna talk about is
09:22
thing I wanna talk about is life cycle. marketing and how
09:24
life cycle. marketing and how there is some holes in your
09:26
there is some holes in your cells pipeline if you’ve seen
09:27
cells pipeline if you’ve seen this um it’s gonna be a quick
09:28
this um it’s gonna be a quick refresher, but it’s something
09:30
refresher, but it’s something that I like to look at least
09:31
that I like to look at least twice a year three times a year
09:33
twice a year three times a year because we seem to forget where
09:35
because we seem to forget where the holes in our sales pipeline
09:38
the holes in our sales pipeline are so literally from lead
09:39
are so literally from lead acquisition to estimating to.
09:42
acquisition to estimating to. And the additional things that
09:43
And the additional things that we’re gonna be talking about.
09:44
we’re gonna be talking about. so if you’re looking at this
09:46
so if you’re looking at this from the left hand side, we are
09:48
from the left hand side, we are paying good money through
09:50
paying good money through Facebook, AdWords and NineRound
09:52
Facebook, AdWords and NineRound banner ads on Facebook
09:54
banner ads on Facebook Messenger ads to drive people
09:56
Messenger ads to drive people to our website. So the first
09:57
to our website. So the first thing is you’re doing an audit
09:59
thing is you’re doing an audit before we get to our ourselves
10:01
before we get to our ourselves is do you have something on
10:01
is do you have something on your website to capture the
10:05
your website to capture the people that aren’t ready to
10:05
people that aren’t ready to actually ask for an estimate or
10:07
actually ask for an estimate or engage with your Facebook
10:08
engage with your Facebook Messenger bot for automated
10:09
Messenger bot for automated estimating we wanna set up a
10:10
estimating we wanna set up a thing called. Magnet We’re
10:12
thing called. Magnet We’re gonna grab the first name last
10:13
gonna grab the first name last name Email so we can start to
10:14
name Email so we can start to nurture them so when they’re
10:16
nurture them so when they’re ready to buy um we are top of
10:19
ready to buy um we are top of the frame of mind we provide
10:20
the frame of mind we provide value to reciprocity um in
10:22
value to reciprocity um in addition, if you haven’t done
10:23
addition, if you haven’t done it yet it sounds crazy in 2020.
10:25
it yet it sounds crazy in 2020. That’s something maybe has not
10:26
That’s something maybe has not done this is we want to get a
10:28
done this is we want to get a Facebook pixel on our Facebook
10:30
Facebook pixel on our Facebook page so we can retarget the
10:32
page so we can retarget the people that have hit our
10:32
people that have hit our website that have not
10:34
website that have not necessarily engaged with us,
10:35
necessarily engaged with us, but we can send them um paid or
10:40
but we can send them um paid or set returning. Increase that
10:44
set returning. Increase that expertise and value that we
10:45
expertise and value that we provide to them, so that’s the
10:47
provide to them, so that’s the first trash can in your sales
10:49
first trash can in your sales funnel or whole the Facebook If
10:50
funnel or whole the Facebook If you don’t have that lead
10:51
you don’t have that lead magnet, you’re throwing money
10:53
magnet, you’re throwing money out the way cuz you’re spending
10:54
out the way cuz you’re spending good money to drive traffic
10:55
good money to drive traffic there. We need a way to capture
10:56
there. We need a way to capture and retarget it now once you
10:58
and retarget it now once you drive them into your sales
10:59
drive them into your sales Funnel, we’ve got a thing
11:00
Funnel, we’ve got a thing called short term education and
11:02
called short term education and if you are following the
11:03
if you are following the methodology that myself and
11:05
methodology that myself and Marcus Sheridan, who wrote the
11:06
Marcus Sheridan, who wrote the book They Ask You Answer are
11:08
book They Ask You Answer are following this is something we
11:09
following this is something we did in my service business
11:10
did in my service business eight 9 years ago I. This
11:12
eight 9 years ago I. This through um some teachings over
11:15
through um some teachings over Infusionsoft Marcus Sheridan
11:15
Infusionsoft Marcus Sheridan was over at HubSpot. We’re
11:16
was over at HubSpot. We’re doing the same thing we are
11:19
doing the same thing we are educating the consumers
11:20
educating the consumers specifically to the service.
11:21
specifically to the service. they’re interested and framing
11:23
they’re interested and framing you as the expert to create
11:24
you as the expert to create that higher perceived value,
11:25
that higher perceived value, You can charge the highest
11:27
You can charge the highest price and we’re overcoming any
11:28
price and we’re overcoming any sales or price adjustments,
11:29
sales or price adjustments, particularly to the service
11:30
particularly to the service that they’re interested whether
11:31
that they’re interested whether it’s weekly mott lawn mowing or
11:33
it’s weekly mott lawn mowing or weekly cleaning. We’re talking
11:35
weekly cleaning. We’re talking about all the things that come
11:37
about all the things that come up as objections. So do I need
11:39
up as objections. So do I need to be home to have the lawn
11:39
to be home to have the lawn mower The house clean.
11:42
mower The house clean. Insurance I should be looking
11:43
Insurance I should be looking for you’re gonna close the gate
11:43
for you’re gonna close the gate behind you and for lawn care,
11:45
behind you and for lawn care, you’re gonna make sure that the
11:46
you’re gonna make sure that the door is locked behind you for
11:47
door is locked behind you for home cleaning so you wanna
11:48
home cleaning so you wanna shorten the sale cycle and then
11:50
shorten the sale cycle and then through education raise that
11:51
through education raise that perceived value. Next thing is
11:53
perceived value. Next thing is an automated follow-up. So we
11:55
an automated follow-up. So we call this 20 days to close it
11:57
call this 20 days to close it simple growth, but basically
11:58
simple growth, but basically what it is. It’s an automated
12:00
what it is. It’s an automated estimate. follow up that
12:01
estimate. follow up that follows up the automated text,
12:03
follows up the automated text, email and phone calls that are
12:04
email and phone calls that are assigned to a specific person
12:06
assigned to a specific person with the call script or tying a
12:07
with the call script or tying a product like send Jim doing a
12:09
product like send Jim doing a ringless voicemail bomb. We
12:10
ringless voicemail bomb. We need to have that part of the
12:13
need to have that part of the funnel to kind of plug, but if
12:14
funnel to kind of plug, but if the estimate is lost, do we
12:16
the estimate is lost, do we have a way to nurture them for
12:18
have a way to nurture them for the next six to 12 months and
12:19
the next six to 12 months and then reactivate them through
12:21
then reactivate them through the upsell process, and I’m
12:22
the upsell process, and I’m going to be showing you later
12:23
going to be showing you later in the talk now if the sale is
12:26
in the talk now if the sale is made and we get a one-time
12:29
made and we get a one-time sale. do we have a automated
12:30
sale. do we have a automated process or even a manual
12:31
process or even a manual process to up sell or
12:32
process to up sell or reoccurring service? The whole
12:34
reoccurring service? The whole idea of upsells is taking the
12:36
idea of upsells is taking the existing client lifetime value
12:38
existing client lifetime value in either raising. 75% or 50%,
12:41
in either raising. 75% or 50%, or 100%, and doubling that
12:44
or 100%, and doubling that client lifetime value through
12:45
client lifetime value through an upsell. So if you have a
12:46
an upsell. So if you have a one-time service such as a deep
12:48
one-time service such as a deep cleaning and home cleaning
12:49
cleaning and home cleaning industry or a maybe spring
12:50
industry or a maybe spring clean up in the lawn care
12:53
clean up in the lawn care industry. do we have a way to
12:54
industry. do we have a way to automatically trigger an upsell
12:56
automatically trigger an upsell to a reoccurring service now,
12:57
to a reoccurring service now, if we’re lucky enough to get
12:58
if we’re lucky enough to get that reoccurring service, I’m
13:00
that reoccurring service, I’m gonna call a gateway service.
13:01
gonna call a gateway service. I’m gonna dive into that a
13:02
I’m gonna dive into that a little bit what that is um and
13:05
little bit what that is um and the answer some of those
13:05
the answer some of those questions we started out with
13:06
questions we started out with the ideas we take that gateway
13:10
the ideas we take that gateway service. service and we. Sell
13:12
service. service and we. Sell another reoccurring service and
13:14
another reoccurring service and then we’re gonna go in and
13:15
then we’re gonna go in and cross sell and if we have a
13:17
cross sell and if we have a lost or cancelled um service
13:19
lost or cancelled um service and in there as well, we’re
13:21
and in there as well, we’re gonna bucket those up into our
13:23
gonna bucket those up into our upsell process, go in and
13:26
upsell process, go in and reactivate them and start a new
13:27
reactivate them and start a new client in and then create a
13:29
client in and then create a systematic way to upsell and
13:30
systematic way to upsell and continue to double or triple
13:31
continue to double or triple that client lifetime value
13:33
that client lifetime value through an automated or even a
13:35
through an automated or even a manual process. if you’re not
13:35
manual process. if you’re not ready to automate so uh a quick
13:40
ready to automate so uh a quick example. Is um building a list
13:44
example. Is um building a list and a lead magnet, so that’s
13:45
and a lead magnet, so that’s what I just talked about in the
13:46
what I just talked about in the beginning of that flow. What is
13:49
beginning of that flow. What is a lead magnet? so it could be a
13:50
a lead magnet? so it could be a video series, a white paper or
13:52
video series, a white paper or a how-to guide with pictures. I
13:53
a how-to guide with pictures. I don’t care what it is, but you
13:55
don’t care what it is, but you should have something on that
13:57
should have something on that website to capture at least
13:58
website to capture at least first name last name and email
14:00
first name last name and email just like we have the six
14:01
just like we have the six reasons to hire professional
14:03
reasons to hire professional video series uh as we went out
14:05
video series uh as we went out to the Service Autopilot Group
14:06
to the Service Autopilot Group um the Elite Academy. This is
14:08
um the Elite Academy. This is something we built for the
14:09
something we built for the elite members. Um but we wrote
14:12
elite members. Um but we wrote your big four lawn care
14:14
your big four lawn care essentials, and that was a lead
14:14
essentials, and that was a lead magnet that these folks are
14:16
magnet that these folks are using now on their website to
14:18
using now on their website to capture folks that aren’t ready
14:18
capture folks that aren’t ready to request. but we’re capturing
14:21
to request. but we’re capturing that traffic we’ve driven
14:22
that traffic we’ve driven organically or paid to that
14:26
organically or paid to that website. So the idea here is we
14:27
website. So the idea here is we really want to go in anchor a
14:30
really want to go in anchor a business with two to three core
14:34
business with two to three core reoccurring services. So this
14:34
reoccurring services. So this is something um that Jonathan
14:37
is something um that Jonathan Potosi of the lawn care
14:38
Potosi of the lawn care Millionaire talked about it as
14:39
Millionaire talked about it as a five their conference in his
14:42
a five their conference in his dominate the market talk and
14:44
dominate the market talk and this is. That we’ve continued
14:46
this is. That we’ve continued to talk about at the Service
14:48
to talk about at the Service Autopilot regional events that
14:50
Autopilot regional events that Jonathan the pots myself, and
14:51
Jonathan the pots myself, and Scott Howard and Chris Volpe uh
14:54
Scott Howard and Chris Volpe uh had been doing around the
14:54
had been doing around the country whether it was in New
14:56
country whether it was in New York, San Diego and some other
14:58
York, San Diego and some other locations. These are things
14:59
locations. These are things that foundation in my business
15:01
that foundation in my business were extremely successful. I’m
15:03
were extremely successful. I’m assuming we’re probably
15:05
assuming we’re probably successful in Jonathan’s uh
15:06
successful in Jonathan’s uh lawn care Business City Church.
15:08
lawn care Business City Church. so what the premises is What do
15:10
so what the premises is What do you use digital marketing to
15:11
you use digital marketing to cast a broad net? So what we’re
15:13
cast a broad net? So what we’re gonna do. Go in and basically
15:17
gonna do. Go in and basically do a geofence in say Facebook
15:21
do a geofence in say Facebook and target all the people that
15:22
and target all the people that are in your service area or
15:26
are in your service area or upload custom audiences of list
15:28
upload custom audiences of list of prospects from Service
15:30
of prospects from Service Autopilot or whatever service
15:32
Autopilot or whatever service uh software you’re using and
15:34
uh software you’re using and we’re also gonna use that
15:35
we’re also gonna use that Facebook pixel that we talked
15:37
Facebook pixel that we talked about in that customer life
15:38
about in that customer life cycle marketing diagram earlier
15:41
cycle marketing diagram earlier to target them, so we’re gonna
15:42
to target them, so we’re gonna use digital marketing through
15:43
use digital marketing through custom audiences, Geo targeting
15:45
custom audiences, Geo targeting and a Facebook pixel to go out.
15:49
and a Facebook pixel to go out. People um geographically
15:51
People um geographically throughout your whole entire
15:53
throughout your whole entire service area Now obviously
15:55
service area Now obviously route density is the key in the
15:58
route density is the key in the success of the game. so what we
15:59
success of the game. so what we wanna do next is going to use
16:01
wanna do next is going to use offline marketing to zero in
16:04
offline marketing to zero in route density in the way we can
16:05
route density in the way we can go in and do this is through
16:07
go in and do this is through smart maps or maps, Pro and
16:09
smart maps or maps, Pro and Service Autopilot Vtwo or
16:11
Service Autopilot Vtwo or Vthree to create a lead list.
16:13
Vthree to create a lead list. Uh we can use something like
16:14
Uh we can use something like send Jim and go in and do. Nine
16:18
send Jim and go in and do. Nine rounds automated or manual
16:21
rounds automated or manual nineRounds, where you go to the
16:22
nineRounds, where you go to the home that you’ve signed up and
16:23
home that you’ve signed up and you physically postcard the
16:25
you physically postcard the nine houses around there, three
16:26
nine houses around there, three to five times to build that
16:28
to five times to build that route density, but the idea
16:30
route density, but the idea here is we wanna go online and
16:31
here is we wanna go online and cast that digital net across
16:33
cast that digital net across our service area and then hone
16:34
our service area and then hone in to offline marketing to make
16:36
in to offline marketing to make that happen and I’m gonna go
16:37
that happen and I’m gonna go through a couple of different
16:38
through a couple of different ways We did this um in addition
16:41
ways We did this um in addition that offline marketing getting
16:42
that offline marketing getting near the end of the year, It’s
16:43
near the end of the year, It’s not too late, but depending on
16:45
not too late, but depending on the region of the United States
16:46
the region of the United States or Canada you’re in when you’re
16:48
or Canada you’re in when you’re driving through your service
16:49
driving through your service area or the neighborhoods and
16:50
area or the neighborhoods and residential that you’re looking
16:52
residential that you’re looking at. You can usually tell by the
16:55
at. You can usually tell by the markings of the mower uh that
16:58
markings of the mower uh that those homes have been
16:59
those homes have been commercially cuts so we did in
17:00
commercially cuts so we did in my business as we literally
17:02
my business as we literally took a notebook, a pen and
17:05
took a notebook, a pen and paper and drove down each
17:06
paper and drove down each street that we service in the
17:08
street that we service in the streets in between and uh wrote
17:11
streets in between and uh wrote down like 123 Main Street on
17:13
down like 123 Main Street on the top and then just the house
17:14
the top and then just the house numbers sequentially down. so
17:15
numbers sequentially down. so we did we took a database Uh
17:17
we did we took a database Uh that we created almost 10000
17:18
that we created almost 10000 actually probably over 10000
17:20
actually probably over 10000 homes in the Rochester New York
17:22
homes in the Rochester New York area with college kids come. In
17:25
area with college kids come. In the off season to measure and
17:28
the off season to measure and create property specific
17:29
create property specific pricing and then a direct
17:31
pricing and then a direct mailing campaign to these homes
17:32
mailing campaign to these homes or properties specific pricing
17:35
or properties specific pricing to go out and real about
17:36
to go out and real about density, but not only were they
17:37
density, but not only were they in our service area in the
17:39
in our service area in the neighborhoods. we’re in the
17:41
neighborhoods. we’re in the neighborhoods in between, but
17:41
neighborhoods in between, but we could tell pretty much
17:43
we could tell pretty much without a doubt that they were
17:45
without a doubt that they were having a commercial service
17:46
having a commercial service them so it was very
17:48
them so it was very interesting. The fact that most
17:49
interesting. The fact that most of our competitors at this
17:51
of our competitors at this point literally thought that
17:52
point literally thought that we. Their trucks and stealing
17:57
we. Their trucks and stealing their clients, but we weren’t
17:57
their clients, but we weren’t what we’re doing is a
17:59
what we’re doing is a combination of digital
18:01
combination of digital marketing for the last several
18:02
marketing for the last several years through Facebook and
18:04
years through Facebook and different online medias and
18:05
different online medias and then we would go in and do
18:07
then we would go in and do offline marketing and create a
18:09
offline marketing and create a list of qualified clients with
18:10
list of qualified clients with property specific pricing. uh
18:13
property specific pricing. uh postcards mailing and I’ll get
18:14
postcards mailing and I’ll get into the details of how we did
18:16
into the details of how we did that um, but I had a gentleman
18:17
that um, but I had a gentleman actually come up to me, believe
18:18
actually come up to me, believe it or not in a local pub um and
18:21
it or not in a local pub um and introduce himself and I said,
18:21
introduce himself and I said, Hey, you know, let me let me
18:22
Hey, you know, let me let me buy you a drink and he goes
18:24
buy you a drink and he goes well before you do that. I’ve
18:25
well before you do that. I’ve got an issue with you. Oh, what
18:26
got an issue with you. Oh, what is that he goes well you’ve
18:27
is that he goes well you’ve been following. Trucks and
18:29
been following. Trucks and knocking on the doors and
18:31
knocking on the doors and stealing all my customers. I
18:32
stealing all my customers. I was like well, you gotta be
18:32
was like well, you gotta be kidding me like no we don’t. We
18:34
kidding me like no we don’t. We don’t operate that way um but
18:36
don’t operate that way um but since he had no idea what was
18:38
since he had no idea what was going on behind the scenes, he
18:40
going on behind the scenes, he thought that was the only way
18:41
thought that was the only way we could literally run them out
18:42
we could literally run them out of four or five neighborhoods
18:43
of four or five neighborhoods that he was in uh but the way
18:44
that he was in uh but the way we did it is we did property
18:46
we did it is we did property specific pricing through going
18:48
specific pricing through going in and driving through those
18:50
in and driving through those neighborhoods and building a
18:51
neighborhoods and building a list we went in and did direct
18:53
list we went in and did direct mailing in those areas and in
18:55
mailing in those areas and in addition, um we did a manual
18:57
addition, um we did a manual version of what Jim does now
18:59
version of what Jim does now automated to drop a pin on the
19:02
automated to drop a pin on the new home in take the nine to
19:03
new home in take the nine to twelve. It and do three to five
19:06
twelve. It and do three to five mailings to build route
19:08
mailings to build route density, so we’re
19:09
density, so we’re systematically reinforcing our
19:12
systematically reinforcing our trucks, our uniformed employees
19:14
trucks, our uniformed employees and then offline marketing to
19:16
and then offline marketing to build out density. so that is
19:18
build out density. so that is the key of or one of the keys
19:20
the key of or one of the keys to success. Obviously later and
19:21
to success. Obviously later and talk, I’m gonna show you how to
19:22
talk, I’m gonna show you how to upsell this without having to
19:23
upsell this without having to do this manual processes, but
19:25
do this manual processes, but um I wanna break down how we’ve
19:27
um I wanna break down how we’ve done this and the idea is we
19:28
done this and the idea is we want two to three core services
19:31
want two to three core services and in lawn care that’s gonna
19:32
and in lawn care that’s gonna be probably your lawn mower
19:33
be probably your lawn mower Your fertilizing, something
19:34
Your fertilizing, something that you can measure your
19:36
that you can measure your satellite imagery and have a
19:36
satellite imagery and have a production based estimating
19:38
production based estimating system through your office or
19:39
system through your office or virtual assistant now. Home
19:40
virtual assistant now. Home cleaning is gonna be a little
19:42
cleaning is gonna be a little bit different. We wanna be able
19:43
bit different. We wanna be able to tie in through a phone
19:45
to tie in through a phone intake form certain things as
19:48
intake form certain things as um how many living areas number
19:49
um how many living areas number of pets peoples different
19:50
of pets peoples different variables that you’re gonna
19:51
variables that you’re gonna you’re gonna go in and figure
19:53
you’re gonna go in and figure out what that’s um is Debi
19:54
out what that’s um is Debi start calls it the dirt code.
19:56
start calls it the dirt code. in addition, maybe tie into a
19:58
in addition, maybe tie into a product like Zillow to actually
19:59
product like Zillow to actually get the livable square footage,
20:00
get the livable square footage, but the idea you wanna tackle
20:03
but the idea you wanna tackle um probably your top to bottom
20:04
um probably your top to bottom of the deluxe a weekly or
20:05
of the deluxe a weekly or biweekly clean. Those are your
20:06
biweekly clean. Those are your two to three core services.
20:08
two to three core services. We’re not gonna be focusing on
20:09
We’re not gonna be focusing on move move out. Way or um post
20:12
move move out. Way or um post construction clean we want a
20:14
construction clean we want a core group of reoccurring
20:15
core group of reoccurring services that we can then
20:16
services that we can then upsell off of that. so
20:18
upsell off of that. so hopefully that make sense
20:19
hopefully that make sense depending on the industry
20:20
depending on the industry you’re in So online marketing.
20:23
you’re in So online marketing. uh the Facebook Pixel here. Uh
20:26
uh the Facebook Pixel here. Uh we wanna use the knowledge we
20:27
we wanna use the knowledge we gathered to about them to build
20:29
gathered to about them to build that strong relationship. We
20:30
that strong relationship. We wanna target certain users um
20:32
wanna target certain users um that have gone into your
20:34
that have gone into your websites or maybe your whole
20:35
websites or maybe your whole particular website or maybe
20:37
particular website or maybe particular pages. So. If you’re
20:41
particular pages. So. If you’re in your house versus Lawn Care,
20:43
in your house versus Lawn Care, we’re gonna target them with
20:45
we’re gonna target them with different ads and then we wanna
20:46
different ads and then we wanna know how many visitors
20:48
know how many visitors converted seeing a particular
20:50
converted seeing a particular Facebook ads. So this is why
20:51
Facebook ads. So this is why this Pixel is very important.
20:52
this Pixel is very important. so some of the stats that I did
20:54
so some of the stats that I did most sales take over 43 days to
20:56
most sales take over 43 days to convert uh in my business, It
20:58
convert uh in my business, It took around 64 days. They
20:59
took around 64 days. They didn’t convert in the first day
21:01
didn’t convert in the first day or two, and on average, they
21:03
or two, and on average, they will click five CTA’s or calls
21:05
will click five CTA’s or calls to action before buying so it’s
21:07
to action before buying so it’s important to have that lead.
21:09
important to have that lead. magnet videos white papers a
21:11
magnet videos white papers a different barrage of media to
21:13
different barrage of media to engage the future consumer
21:14
engage the future consumer before they actually. And
21:16
before they actually. And request that we wanna be
21:19
request that we wanna be providing free valuable content
21:22
providing free valuable content to let cold leads know like
21:23
to let cold leads know like entrust us before they buy so
21:25
entrust us before they buy so we gotta build through
21:27
we gotta build through educational um that value and
21:29
educational um that value and then through that reciprocity,
21:30
then through that reciprocity, hopefully they come back and
21:31
hopefully they come back and ask us when they’re ready so
21:34
ask us when they’re ready so really quickly some of these uh
21:37
really quickly some of these uh screenshots may need to be a
21:38
screenshots may need to be a little update a little bit um
21:41
little update a little bit um but the idea is I wanna show
21:42
but the idea is I wanna show you basically what’s going on
21:43
you basically what’s going on when you go into ads, Manager
21:45
when you go into ads, Manager your business manager. We’re
21:46
your business manager. We’re gonna go in the pixels. uh
21:48
gonna go in the pixels. uh we’re. Go in and most people
21:49
we’re. Go in and most people are using a brand awareness ad.
21:52
are using a brand awareness ad. That’s probably the most
21:52
That’s probably the most traditional way of doing this
21:53
traditional way of doing this in Facebook advertising. So
21:55
in Facebook advertising. So once you’re in this is the shot
21:57
once you’re in this is the shot of it and we’re gonna create a
22:01
of it and we’re gonna create a campaign name and once you’re
22:02
campaign name and once you’re in there uh you can go in and
22:05
in there uh you can go in and create a custom audience based
22:07
create a custom audience based on a URL or the URL contains.
22:10
on a URL or the URL contains. so this gives you the ability
22:12
so this gives you the ability to retarget probably with a
22:13
to retarget probably with a small budget folks that have
22:15
small budget folks that have been to a certain page on your
22:17
been to a certain page on your website or any. On your
22:19
website or any. On your website, so that is the
22:19
website, so that is the retargeting with that Facebook
22:22
retargeting with that Facebook Pixel on a very high level,
22:23
Pixel on a very high level, obviously, but I thought it was
22:25
obviously, but I thought it was helpful just to kinda bring
22:26
helpful just to kinda bring that up and expose what that
22:28
that up and expose what that looks like even if you’re not
22:29
looks like even if you’re not doing this. Facebook ads
22:31
doing this. Facebook ads yourself you want to go out to
22:33
yourself you want to go out to a product like uh or a company
22:34
a product like uh or a company like digital marketer and do
22:36
like digital marketer and do some research at least be
22:37
some research at least be educated. so when you’re hiring
22:39
educated. so when you’re hiring a professional, you know what
22:40
a professional, you know what they’re doing and what they’re
22:43
they’re doing and what they’re not doing and you can talk the
22:46
not doing and you can talk the talk. The next thing is once we
22:51
talk. The next thing is once we sell those core services over
22:52
sell those core services over the phone. We’re really gonna
22:53
the phone. We’re really gonna downsize to Gateway services so
22:56
downsize to Gateway services so um it’s kinda almost like a
22:57
um it’s kinda almost like a drug dealer or you’re gonna get
22:58
drug dealer or you’re gonna get them hooked on something quick
23:01
them hooked on something quick and then we’re gonna upsell
23:03
and then we’re gonna upsell them later and that’s what the
23:04
them later and that’s what the main core part of this talk is
23:05
main core part of this talk is going to be, but we’re gonna
23:06
going to be, but we’re gonna sell this core services over
23:07
sell this core services over the phone so whether it’s lawn
23:09
the phone so whether it’s lawn care or home cleaning, We’re
23:11
care or home cleaning, We’re gonna use maps, pro or
23:12
gonna use maps, pro or satellite imagery um such as
23:13
satellite imagery um such as like a product like Service
23:15
like a product like Service Autopilot. If you’re in home
23:15
Autopilot. If you’re in home cleaning, we wanna go into. And
23:18
cleaning, we wanna go into. And grab the livable square footage
23:20
grab the livable square footage or potentially in Zillow for
23:21
or potentially in Zillow for the gross square footage if
23:23
the gross square footage if that’s applicable in your
23:24
that’s applicable in your service business next thing
23:25
service business next thing we’re gonna utilize the thing
23:26
we’re gonna utilize the thing called custom fields. These are
23:28
called custom fields. These are the job variable so it could be
23:29
the job variable so it could be the turf square footage and
23:32
the turf square footage and lawn care or the home square
23:33
lawn care or the home square footage in home cleaning and
23:37
footage in home cleaning and the idea is once we have those
23:38
the idea is once we have those custom fields being tracked a
23:41
custom fields being tracked a price mater Season’ can
23:42
price mater Season’ can automatically calculate a price
23:44
automatically calculate a price of budget time and a cost for
23:45
of budget time and a cost for profit so this price majors.
23:48
profit so this price majors. Lend themselves to fast
23:49
Lend themselves to fast accurate pricing that can be
23:50
accurate pricing that can be delegated to your office or a
23:52
delegated to your office or a virtual assistant literally
23:53
virtual assistant literally halfway around the world. We
23:55
halfway around the world. We also wanna have pre-built
23:57
also wanna have pre-built templates to ensure their speed
23:59
templates to ensure their speed and accuracy and consistency in
24:00
and accuracy and consistency in the estimating process So
24:03
the estimating process So offline marketing to build
24:05
offline marketing to build route. I talked about nine
24:07
route. I talked about nine rounds so if you’re looking at
24:07
rounds so if you’re looking at the screenshot here, we’re
24:09
the screenshot here, we’re we’re left clicking in a
24:11
we’re left clicking in a product that we use Service
24:12
product that we use Service Autopilot and each one of these
24:13
Autopilot and each one of these houses. here is getting a
24:14
houses. here is getting a number next to them um and. On
24:17
number next to them um and. On the left, so it’s under the CRM
24:22
the left, so it’s under the CRM leads or clients screen and you
24:23
leads or clients screen and you can go in and add this in here
24:25
can go in and add this in here but we can create a lead list.
24:26
but we can create a lead list. So this is what we did uh
24:29
So this is what we did uh digitally or when we drove
24:30
digitally or when we drove through, we wrote down the
24:30
through, we wrote down the numbers. We’re creating a list
24:32
numbers. We’re creating a list that can then be updated and we
24:34
that can then be updated and we can go in and measuring the
24:36
can go in and measuring the property specific prices to
24:38
property specific prices to build route density but
24:39
build route density but literally by clicking on each
24:40
literally by clicking on each house, it drops the address on
24:42
house, it drops the address on the left so whether you’re
24:43
the left so whether you’re gonna automate it to send gym
24:45
gonna automate it to send gym or manually do this and
24:46
or manually do this and Autopilot um it is well worth
24:49
Autopilot um it is well worth the while cuz that’s how you
24:50
the while cuz that’s how you can go in and dominate those um
24:53
can go in and dominate those um those areas and that’s pretty
24:54
those areas and that’s pretty much why the gentleman that bar
24:55
much why the gentleman that bar punched me in the face because
24:56
punched me in the face because he thought we were stealing his
24:57
he thought we were stealing his accounts, but we were just
24:58
accounts, but we were just systematically going in and
24:59
systematically going in and creating a list and it’s
25:02
creating a list and it’s selling to them. But the idea
25:02
selling to them. But the idea is we wanna have two maybe
25:05
is we wanna have two maybe three core Gateway services
25:07
three core Gateway services sell them off. um you know,
25:10
sell them off. um you know, sell them on the phone and then
25:11
sell them on the phone and then we go to build those route
25:13
we go to build those route density with the offline
25:14
density with the offline marketing of nine rounds. In
25:17
marketing of nine rounds. In addition, we wanna go in now
25:19
addition, we wanna go in now and measure online and quote
25:21
and measure online and quote and close the sale in minutes
25:22
and close the sale in minutes so in the lawn care example,
25:24
so in the lawn care example, we’re measuring it here and
25:25
we’re measuring it here and we’ve got the turf square
25:26
we’ve got the turf square footage and that’s gonna
25:27
footage and that’s gonna calculate the price home
25:29
calculate the price home cleaning We grab Zillow and say
25:29
cleaning We grab Zillow and say it’s 2800 square feet. That’s
25:32
it’s 2800 square feet. That’s our custom field. they’re
25:33
our custom field. they’re variable to create a quick and
25:34
variable to create a quick and easy estimate um pretty cool
25:36
easy estimate um pretty cool with Zillow as well for home
25:37
with Zillow as well for home cleaning you can go in and
25:40
cleaning you can go in and obviously um if it’s a new
25:41
obviously um if it’s a new owner, things may have changed,
25:43
owner, things may have changed, but at least the scope and
25:44
but at least the scope and layout of the house, you’re
25:45
layout of the house, you’re gonna get a pretty good idea
25:46
gonna get a pretty good idea through that Zillow really
25:47
through that Zillow really quickly. so you have that
25:48
quickly. so you have that bookmark and the office staff
25:49
bookmark and the office staff is.
25:53
Through there now streamline
25:54
Through there now streamline your pricing with the matrix
25:55
your pricing with the matrix and provide specifics online.
25:57
and provide specifics online. so this is a commercial
25:58
so this is a commercial property where we’d go in and
26:00
property where we’d go in and measure the gross square
26:02
measure the gross square footage and then subtract out
26:05
footage and then subtract out the building and the E pavement
26:06
the building and the E pavement areas, but we wanna streamline
26:08
areas, but we wanna streamline it. so we measure it. and then
26:10
it. so we measure it. and then we tie that into a pricing
26:12
we tie that into a pricing matrices. So next thing is now
26:15
matrices. So next thing is now that we’ve kinda cast that
26:17
that we’ve kinda cast that digital net and then gone
26:20
digital net and then gone somewhat offline to our driving
26:22
somewhat offline to our driving around and get the address.
26:23
around and get the address. there’s a property specific
26:24
there’s a property specific pricing um and doing those.
26:27
pricing um and doing those. Offline marketing with that
26:30
Offline marketing with that specific pricing can be set out
26:31
specific pricing can be set out to a house, so this is a
26:33
to a house, so this is a picture of me a few years ago
26:34
picture of me a few years ago actually and then each one of
26:36
actually and then each one of those bags is filled with
26:39
those bags is filled with direct mail pricing. so it was
26:40
direct mail pricing. so it was a combination of the property
26:42
a combination of the property specific price that we drove
26:44
specific price that we drove around uh a property specific
26:46
around uh a property specific from the automated online nine
26:49
from the automated online nine rounds and um full page inserts
26:53
rounds and um full page inserts in the local newspaper, not
26:55
in the local newspaper, not included in. But we have a full
26:57
included in. But we have a full page ad and those ads will go
27:00
page ad and those ads will go out over 9 weeks, so it was
27:01
out over 9 weeks, so it was three different ad copies that
27:03
three different ad copies that were alternate so 123123123 and
27:06
were alternate so 123123123 and uh the biggest thing is if
27:08
uh the biggest thing is if you’re looking to spend 35 or
27:09
you’re looking to spend 35 or $40000 and advertising or even
27:11
$40000 and advertising or even a $1000, I would much rather
27:13
a $1000, I would much rather see you hit each home three to
27:17
see you hit each home three to five times than 40000 homes
27:21
five times than 40000 homes once so, it’s the repetition of
27:22
once so, it’s the repetition of three to five times is what is
27:24
three to five times is what is going to drive that success. So
27:25
going to drive that success. So we had a little in this picture
27:27
we had a little in this picture here. Over 300000 plus direct
27:29
here. Over 300000 plus direct mail pieces um and those bags
27:31
mail pieces um and those bags are packed and that was what we
27:33
are packed and that was what we did um and being in upstate New
27:35
did um and being in upstate New York. the season is very small,
27:37
York. the season is very small, so we had to hit it hard and we
27:39
so we had to hit it hard and we had to hit it accurately so we
27:40
had to hit it accurately so we were able to quickly figure out
27:42
were able to quickly figure out what worked and didn’t work and
27:43
what worked and didn’t work and the things that I’m talking
27:44
the things that I’m talking about where the keys to success
27:47
about where the keys to success for scaling that company and
27:48
for scaling that company and dominating those local
27:49
dominating those local neighborhoods and once those
27:51
neighborhoods and once those phones started ringing, we have
27:52
phones started ringing, we have a way to get those estimates up
27:54
a way to get those estimates up and running so in lawn care, we
27:56
and running so in lawn care, we created the uh a very template.
27:59
created the uh a very template. We’re on site estimate time a
28:01
We’re on site estimate time a price a budget time and cost
28:02
price a budget time and cost for profit, and we’re able to
28:05
for profit, and we’re able to track the different postal
28:06
track the different postal codes or zones for drive time,
28:08
codes or zones for drive time, But all the consumers saw was
28:10
But all the consumers saw was one line but behind we had a on
28:11
one line but behind we had a on site and a mobilization charge,
28:13
site and a mobilization charge, so we could separate that um
28:15
so we could separate that um and that’s how we did this. We
28:17
and that’s how we did this. We measured everything online. it
28:18
measured everything online. it calculated the price budget
28:19
calculated the price budget time it costs before net profit
28:21
time it costs before net profit now in a home, cleaning example
28:22
now in a home, cleaning example or disinfecting now with Kobe,
28:24
or disinfecting now with Kobe, there’s several different ways
28:25
there’s several different ways you can do this and other
28:26
you can do this and other industry, but the idea is. This
28:29
industry, but the idea is. This example, we had home cleaning
28:29
example, we had home cleaning for a top to bottom deluxe uh
28:32
for a top to bottom deluxe uh based on a 1200 square foot
28:34
based on a 1200 square foot home from a high low range was
28:36
home from a high low range was budget between eight and 10
28:37
budget between eight and 10 hours between 360 and 450 for
28:40
hours between 360 and 450 for the price. So this is something
28:41
the price. So this is something in the lawn care industry that
28:43
in the lawn care industry that we’ve adopted as well to do a
28:45
we’ve adopted as well to do a high low price range for spring
28:46
high low price range for spring and fall clean ups. People
28:47
and fall clean ups. People don’t wanna say it’s a minimum
28:48
don’t wanna say it’s a minimum of 250 and an extra fifty bucks
28:50
of 250 and an extra fifty bucks per hour. We can give them a
28:52
per hour. We can give them a high low price range, so they
28:53
high low price range, so they know kind of what they’re
28:54
know kind of what they’re getting into. so the idea of
28:56
getting into. so the idea of this is no matter the. Industry
29:00
this is no matter the. Industry we are able to really dial this
29:03
we are able to really dial this down and be able to do hourly
29:05
down and be able to do hourly pricing exact pricing or high
29:06
pricing exact pricing or high low price range and we want a
29:08
low price range and we want a template so we add a template
29:10
template so we add a template and based on the square footage
29:12
and based on the square footage minutes or hours um or some
29:14
minutes or hours um or some variables for high low price
29:15
variables for high low price ranging that estimating process
29:17
ranging that estimating process standardized and be delegated
29:19
standardized and be delegated and we can sell those gateways
29:21
and we can sell those gateways services over the phone in
29:22
services over the phone in minutes not waiting days for
29:23
minutes not waiting days for those estimates cuz speed wins
29:25
those estimates cuz speed wins the game today and most people
29:26
the game today and most people don’t want to. Especially in
29:29
don’t want to. Especially in the middle of uh situation that
29:31
the middle of uh situation that we’re in right now, so the next
29:33
we’re in right now, so the next thing you really wanna look at
29:34
thing you really wanna look at here in my opinion is the um
29:37
here in my opinion is the um using video in your sales
29:39
using video in your sales process. So once again, we’re
29:40
process. So once again, we’re not really doing a lot of these
29:41
not really doing a lot of these estimates in person and we’re
29:43
estimates in person and we’re getting them out as quick as
29:44
getting them out as quick as possible. So if we cannot close
29:47
possible. So if we cannot close the sale of the phone email out
29:48
the sale of the phone email out this estimate we have videos
29:49
this estimate we have videos that play live inside the
29:52
that play live inside the estimates um description and as
29:56
estimates um description and as live videos that play live
29:56
live videos that play live inside the video uh inside the
29:59
inside the video uh inside the estimate and the bottom of the.
30:01
estimate and the bottom of the. And the whole idea is we’re
30:02
And the whole idea is we’re talking about what’s included
30:04
talking about what’s included not included in overcoming the
30:06
not included in overcoming the sales price objections. so once
30:07
sales price objections. so once again, this is your 24 hours 7
30:09
again, this is your 24 hours 7 days a week automated
30:11
days a week automated estimators we’re removing
30:12
estimators we’re removing what’s in the business-owners
30:14
what’s in the business-owners head and kind of electronically
30:16
head and kind of electronically or digitally um putting this in
30:18
or digitally um putting this in the play that these things are
30:19
the play that these things are going to close sales and create
30:21
going to close sales and create a systematic way to fill up
30:24
a systematic way to fill up that pipeline Now, obviously
30:26
that pipeline Now, obviously what we’re gonna jump to the
30:27
what we’re gonna jump to the next few slides is how do we
30:29
next few slides is how do we create an up? Once we’ve built
30:33
create an up? Once we’ve built a streamlined process of
30:34
a streamlined process of selling Gateway services by
30:36
selling Gateway services by first casting that digital net
30:37
first casting that digital net and then going to offline
30:38
and then going to offline marketing to build so as you
30:42
marketing to build so as you look at it, we wanna make sure
30:44
look at it, we wanna make sure look at the Nurture the
30:46
look at the Nurture the conversion of the upsell so the
30:47
conversion of the upsell so the customer request from the
30:50
customer request from the office is gonna get a lead
30:50
office is gonna get a lead letter. Those are five or six
30:51
letter. Those are five or six main reasons why we’re
30:52
main reasons why we’re different and why our business
30:54
different and why our business is different. So once again,
30:55
is different. So once again, we’re we’re nurturing in
30:57
we’re we’re nurturing in differentiating yourself before
30:58
differentiating yourself before the estimate uh we’re doing
30:59
the estimate uh we’re doing short term. And then our 20
31:02
short term. And then our 20 days to close process that’s
31:04
days to close process that’s automated automated Email text
31:06
automated automated Email text and phone calls um with call
31:09
and phone calls um with call scripts, but now that once we
31:10
scripts, but now that once we get them into the one process,
31:12
get them into the one process, I like to call this welcoming.
31:14
I like to call this welcoming. wow, We’re acclimating them
31:16
wow, We’re acclimating them based on a welcoming Email.
31:17
based on a welcoming Email. We’re doing a 3060 and 90 day
31:19
We’re doing a 3060 and 90 day follow-up on all reoccurring
31:20
follow-up on all reoccurring services if it’s a one-time
31:21
services if it’s a one-time service, they sign up and
31:22
service, they sign up and really follow it once but we’re
31:24
really follow it once but we’re going to nurture and then up
31:25
going to nurture and then up sell so in the middle of the
31:28
sell so in the middle of the month uh actually the beginning
31:29
month uh actually the beginning of the month. We’ve got a
31:30
of the month. We’ve got a newsletter that’s gonna go.
31:31
newsletter that’s gonna go. It’s going out to everybody in
31:32
It’s going out to everybody in our database. We’re educating
31:33
our database. We’re educating what they should be doing in
31:34
what they should be doing in your yard at home uh a month in
31:35
your yard at home uh a month in advance. so maybe. About the
31:38
advance. so maybe. About the benefits of aeration over in
31:39
benefits of aeration over in the lawn care industry right
31:41
the lawn care industry right now in a soft one liner, and
31:42
now in a soft one liner, and we’re telling them how to do it
31:43
we’re telling them how to do it as a professional, but a soft
31:44
as a professional, but a soft and learn at the bottom by the
31:45
and learn at the bottom by the way we’re here to help if you
31:46
way we’re here to help if you need some help with that or at
31:47
need some help with that or at home cleaning as we closer to
31:49
home cleaning as we closer to the holiday season’s coming up,
31:50
the holiday season’s coming up, We’re talking about the proper
31:52
We’re talking about the proper way to do a frigid stove clean
31:53
way to do a frigid stove clean up with a soft upsell
31:56
up with a soft upsell opportunity here in the middle
31:57
opportunity here in the middle of the month. I’m gonna
31:58
of the month. I’m gonna recommend you segment your lead
32:00
recommend you segment your lead and customer database, so you
32:01
and customer database, so you can especially monthly
32:02
can especially monthly promotions or education based
32:04
promotions or education based on them being a lead or
32:05
on them being a lead or customers. so we’re not
32:06
customers. so we’re not alienating either group and
32:07
alienating either group and then the final part. I’m
32:09
then the final part. I’m excited about is what we’re
32:10
excited about is what we’re talking about today. How do we
32:13
talking about today. How do we go out and upsell additional
32:16
go out and upsell additional services here of five to six
32:18
services here of five to six times a year to go in and raise
32:21
times a year to go in and raise that client lifetime value by
32:22
that client lifetime value by seventy-five to 100% and that
32:24
seventy-five to 100% and that and that’s gonna be what we’re
32:26
and that’s gonna be what we’re gonna dive into right here over
32:27
gonna dive into right here over the next couple of slides.
32:30
the next couple of slides. We’re going to nurture um
32:33
We’re going to nurture um through organic social media
32:34
through organic social media content. We’re gonna provide
32:35
content. We’re gonna provide that free valuable information
32:37
that free valuable information that people want and need and
32:38
that people want and need and we’re gonna create that higher
32:39
we’re gonna create that higher perceived value and create you
32:41
perceived value and create you as a local service experts. So
32:42
as a local service experts. So just like we’re doing here at
32:43
just like we’re doing here at Simple Growth um I’m going out
32:46
Simple Growth um I’m going out on a daily process and just
32:48
on a daily process and just telling people how to do what
32:49
telling people how to do what they need to do in their
32:50
they need to do in their software or their business that
32:52
software or their business that we’ve learned from and we’re
32:54
we’ve learned from and we’re creating a higher perceived
32:54
creating a higher perceived value and then when people are
32:56
value and then when people are ready to get some help with
32:58
ready to get some help with their automations or pricing
32:59
their automations or pricing matrices or. We tackle uh we’ve
33:02
matrices or. We tackle uh we’ve established ourselves as the
33:04
established ourselves as the actual expert and they are
33:06
actual expert and they are they’re hopefully gonna be
33:07
they’re hopefully gonna be looking to us. First. We do the
33:09
looking to us. First. We do the same thing in our service
33:10
same thing in our service business and that’s exactly
33:11
business and that’s exactly what we did in my lawn care
33:13
what we did in my lawn care company. then once we do that
33:13
company. then once we do that we wanna create a short-term
33:15
we wanna create a short-term nurture so we educate on the
33:17
nurture so we educate on the specific service once they’ve
33:18
specific service once they’ve hit a website that they’re
33:19
hit a website that they’re interested in or if they’ve
33:22
interested in or if they’ve called and address those cells
33:24
called and address those cells and price objections upfront.
33:25
and price objections upfront. So we’re in a shorten that
33:26
So we’re in a shorten that sales cycle now conversion
33:29
sales cycle now conversion twenty. Close There’s a couple
33:31
twenty. Close There’s a couple key things in here if you’re
33:32
key things in here if you’re gonna automate this yourself
33:33
gonna automate this yourself what to create some scarcity
33:35
what to create some scarcity spots are filling up fast and
33:36
spots are filling up fast and we do not overbook so you
33:37
we do not overbook so you better act quick. There’s a
33:39
better act quick. There’s a deadline within 20 days so the
33:41
deadline within 20 days so the 20 day contact in the
33:43
20 day contact in the automation literally uh if you
33:44
automation literally uh if you take it out of the box, the way
33:45
take it out of the box, the way we build it literally says Hey.
33:46
we build it literally says Hey. do we have permission to close
33:48
do we have permission to close out your estimates? So you’ve
33:49
out your estimates? So you’ve set the expectation for that
33:51
set the expectation for that client that if they don’t
33:53
client that if they don’t accept the Austin it, you know
33:54
accept the Austin it, you know the next day or two, they may
33:55
the next day or two, they may have to get a whole new
33:56
have to get a whole new estimate because it’s no
33:58
estimate because it’s no longer. Available it’s it’s not
34:01
longer. Available it’s it’s not accurate in a call to action so
34:02
accurate in a call to action so call or text us back to save
34:04
call or text us back to save your spot. so we’ve created
34:06
your spot. so we’ve created scarcity a deadline and a CTA
34:08
scarcity a deadline and a CTA that call to action like I said
34:09
that call to action like I said they’re gonna click about five
34:11
they’re gonna click about five CTAs before they even get to
34:12
CTAs before they even get to the process. So hopefully
34:14
the process. So hopefully you’ve dialed that repetition
34:15
you’ve dialed that repetition and they’re gonna click that
34:16
and they’re gonna click that and sign that electronic
34:19
and sign that electronic estimate so follow up to up
34:22
estimate so follow up to up sell more profitable work. So
34:24
sell more profitable work. So this is what we’re talking
34:26
this is what we’re talking about and unfortunately a lot
34:28
about and unfortunately a lot of service businesses. the
34:29
of service businesses. the owner is still in the field.
34:30
owner is still in the field. They’re just doesn’t have the
34:31
They’re just doesn’t have the team to do this. I’m gonna talk
34:33
team to do this. I’m gonna talk about how to put a. In place,
34:35
about how to put a. In place, somewhat manually and then I’m
34:37
somewhat manually and then I’m gonna show you how to automate
34:38
gonna show you how to automate it and show some real life
34:40
it and show some real life examples of what actually
34:41
examples of what actually happened. but this is this is
34:42
happened. but this is this is this is the heart of it. So
34:44
this is the heart of it. So we’re following the process of
34:46
we’re following the process of online marketing for the
34:48
online marketing for the digital net. We’re going
34:49
digital net. We’re going offline to build around
34:50
offline to build around density. We’re down selling for
34:53
density. We’re down selling for our core services so lawn
34:55
our core services so lawn mowing or fertilizing, or maybe
34:57
mowing or fertilizing, or maybe top to bottom Deluxe with the
34:58
top to bottom Deluxe with the weekly or biweekly clean things
34:59
weekly or biweekly clean things that we can estimate over the
35:02
that we can estimate over the phone. Let’s not complicate it.
35:03
phone. Let’s not complicate it. so in the beginning to talk, we
35:04
so in the beginning to talk, we said. Should I sell all my?
35:07
said. Should I sell all my? Only certain services or
35:08
Only certain services or whatever my competition selling
35:09
whatever my competition selling the answer in my opinion is we
35:11
the answer in my opinion is we sell our gateway services to
35:14
sell our gateway services to get them in and within about 30
35:15
get them in and within about 30 days? we do an on site
35:18
days? we do an on site inspection, an example for lawn
35:19
inspection, an example for lawn cares. we’re going in. We’re
35:20
cares. we’re going in. We’re collecting all the custom
35:22
collecting all the custom fields or job variables and
35:24
fields or job variables and then based on the timing of the
35:26
then based on the timing of the year we can trigger an
35:27
year we can trigger an automation and Service
35:28
automation and Service Autopilot or whatever the
35:29
Autopilot or whatever the software is to do an upsell
35:31
software is to do an upsell based on your inspection. so
35:32
based on your inspection. so the customer seeing you as an
35:34
the customer seeing you as an inspection for QC. Really, what
35:36
inspection for QC. Really, what we’re doing Secondhand is
35:38
we’re doing Secondhand is grabbing all the data on there
35:39
grabbing all the data on there so turf square footage linear
35:42
so turf square footage linear bed edge uh big small, medium
35:43
bed edge uh big small, medium and large shrubs, whatever
35:44
and large shrubs, whatever those things that we can’t
35:45
those things that we can’t measure online, We’re
35:47
measure online, We’re collecting it through an
35:47
collecting it through an on-site estimate form on our
35:50
on-site estimate form on our mobile and we’re collecting
35:51
mobile and we’re collecting that data and then and only
35:53
that data and then and only then when they’re saving custom
35:55
then when they’re saving custom fields. they’re gonna be
35:56
fields. they’re gonna be referenced in uh potentially in
35:59
referenced in uh potentially in our automations or if somebody
36:01
our automations or if somebody calls we can use those custom
36:03
calls we can use those custom fields to create extremely
36:04
fields to create extremely fast.
36:08
So we really need to look at
36:09
So we really need to look at this cuz it’s the non sleazy
36:11
this cuz it’s the non sleazy strategies for upselling your
36:12
strategies for upselling your customers. We don’t wanna be
36:13
customers. We don’t wanna be sleazy. We don’t wanna go out
36:15
sleazy. We don’t wanna go out and make the mistake of a lot
36:16
and make the mistake of a lot of the big companies going out
36:17
of the big companies going out and doing huge email broadcast
36:20
and doing huge email broadcast and literally saying hey it’s
36:22
and literally saying hey it’s time for fall, cleanup or
36:24
time for fall, cleanup or aeration and overseeding or uh
36:27
aeration and overseeding or uh stove fridge clean up the home
36:28
stove fridge clean up the home cleaning industry. Those are
36:29
cleaning industry. Those are the things that uh start to
36:32
the things that uh start to destroy your email
36:32
destroy your email deliverability engagement. So
36:35
deliverability engagement. So uh my favorite is one of my
36:36
uh my favorite is one of my mailing list. I always get
36:37
mailing list. I always get these Emails uh you know once a
36:38
these Emails uh you know once a month or twice. A month um and
36:41
month or twice. A month um and it says hey, it’s time to do
36:43
it says hey, it’s time to do this service. This is why you
36:44
this service. This is why you should do it and it’s all
36:45
should do it and it’s all really good content. so you get
36:47
really good content. so you get the last sentence if you’ve
36:49
the last sentence if you’ve already signed up for this
36:52
already signed up for this service disregard this. so now
36:53
service disregard this. so now it’s an instant credibility
36:55
it’s an instant credibility law. so what I’m gonna talk
36:57
law. so what I’m gonna talk about is the way we build our
37:01
about is the way we build our automations or the way you
37:01
automations or the way you should build your automations
37:03
should build your automations or even if a manual process, we
37:05
or even if a manual process, we gotta have some triggers in
37:07
gotta have some triggers in place, So is it do they have an
37:09
place, So is it do they have an estimate already in the
37:09
estimate already in the pipeline for the service? have
37:11
pipeline for the service? have they scheduled the service? um?
37:13
they scheduled the service? um? Is it scheduled as a one time
37:15
Is it scheduled as a one time job or recurring job? or is it
37:17
job or recurring job? or is it a waiting list job? So if
37:19
a waiting list job? So if you’re using Service Autopilot,
37:20
you’re using Service Autopilot, it may not be obvious that
37:21
it may not be obvious that maybe they’ve already signed up
37:23
maybe they’ve already signed up for that fall clean up in the
37:25
for that fall clean up in the spring to get it off there
37:26
spring to get it off there To-do list um but there’s
37:27
To-do list um but there’s certain logic based in the
37:29
certain logic based in the automation that you really need
37:30
automation that you really need to go out and check to make
37:31
to go out and check to make sure if these conditions exist
37:33
sure if these conditions exist don’t upsell the service like
37:35
don’t upsell the service like like the emails, I’ve been
37:36
like the emails, I’ve been getting because it’s a
37:37
getting because it’s a credibility law so in life
37:38
credibility law so in life cycle marketing, we wanna talk
37:40
cycle marketing, we wanna talk specifically to where they’re
37:41
specifically to where they’re at in the customer. And make it
37:44
at in the customer. And make it meaningful and not automated
37:45
meaningful and not automated and if you do email broadcast
37:48
and if you do email broadcast and you don’t have any of that
37:49
and you don’t have any of that logic. That’s where you can
37:51
logic. That’s where you can look really stupid and actually
37:52
look really stupid and actually upsets some people. so the idea
37:55
upsets some people. so the idea is we want to be able to
37:58
is we want to be able to standardize everything with
37:59
standardize everything with logic and in order to
38:00
logic and in order to standardize that um there’s
38:03
standardize that um there’s things you wanna do is we’re
38:04
things you wanna do is we’re gonna focus primarily on your
38:04
gonna focus primarily on your customer’s experience and
38:06
customer’s experience and goals. So obviously if I was a
38:07
goals. So obviously if I was a consumer of that business that
38:08
consumer of that business that I got an email list that
38:09
I got an email list that wouldn’t be a good experience
38:11
wouldn’t be a good experience so for accurate. Sells you need
38:13
so for accurate. Sells you need to standardize the following
38:16
to standardize the following and we need to standardize the
38:17
and we need to standardize the scheduling service names for
38:19
scheduling service names for tracking so when we have a
38:20
tracking so when we have a weekly or biweekly service, no
38:22
weekly or biweekly service, no matter the industry, we should
38:23
matter the industry, we should have a standardized naming
38:24
have a standardized naming convention so we can simply go
38:26
convention so we can simply go in through an automated manual
38:28
in through an automated manual process to filter out all the
38:29
process to filter out all the people that already have it
38:31
people that already have it estimate. service name should
38:32
estimate. service name should also be standardized for
38:33
also be standardized for tracking because if they’re
38:34
tracking because if they’re already getting an estimate for
38:36
already getting an estimate for it, we don’t wanna go out and
38:38
it, we don’t wanna go out and double the upsell processes
38:40
double the upsell processes there it look like. Now we’re
38:43
there it look like. Now we’re talking about and then a
38:43
talking about and then a renewal process, so if you’re
38:45
renewal process, so if you’re in a northern market or a
38:47
in a northern market or a market that requires renewal
38:47
market that requires renewal for those services, they don’t
38:49
for those services, they don’t run forever. so they cancel we
38:51
run forever. so they cancel we need to know about the
38:52
need to know about the standardized service and how we
38:55
standardized service and how we standardize the renewal
38:55
standardize the renewal process. So we’re not preparing
38:56
process. So we’re not preparing people that are in a possibly a
38:59
people that are in a possibly a renewal process with an upsell
39:00
renewal process with an upsell and then last estimates need to
39:02
and then last estimates need to be up-to-date and close out a
39:03
be up-to-date and close out a timely manner for tracking so
39:05
timely manner for tracking so not only are we talking about
39:06
not only are we talking about our current client base, but if
39:07
our current client base, but if the upsells are done right in
39:08
the upsells are done right in the way, I’m gonna show you we
39:10
the way, I’m gonna show you we can go out to people who. Your
39:13
can go out to people who. Your service and estimates for that
39:14
service and estimates for that particular service and also
39:16
particular service and also include or exclude them in the
39:17
include or exclude them in the upsell process based on your
39:20
upsell process based on your desired outcome so accurate up
39:23
desired outcome so accurate up sells really requires
39:25
sells really requires standardized service names,
39:26
standardized service names, standardized estimate service
39:27
standardized estimate service names renewal processes and
39:29
names renewal processes and lost cancelled documentation in
39:32
lost cancelled documentation in your software.
39:38
So think we wanna do now is
39:39
So think we wanna do now is identify customers with a real
39:41
identify customers with a real need for additional service. So
39:42
need for additional service. So once again, I’m gonna get some
39:43
once again, I’m gonna get some of these crazy Emails that if
39:46
of these crazy Emails that if they were if I was in the
39:47
they were if I was in the system, they could see that I
39:48
system, they could see that I obviously I’m not a customer. I
39:50
obviously I’m not a customer. I haven’t interacted um for an
39:53
haven’t interacted um for an estimate maybe I had a lead
39:54
estimate maybe I had a lead magnet, but I’m gonna focus my
39:57
magnet, but I’m gonna focus my primary efforts on upselling
39:58
primary efforts on upselling efforts to the customers with
39:59
efforts to the customers with an evident gap in their current
40:02
an evident gap in their current plan. So maybe some of that has
40:04
plan. So maybe some of that has a lawn mowing but doesn’t have
40:06
a lawn mowing but doesn’t have fertilizing or maybe somebody
40:06
fertilizing or maybe somebody that has weaker biweekly
40:08
that has weaker biweekly cleaning but hasn’t had a deep
40:10
cleaning but hasn’t had a deep clean and say the last twelve
40:11
clean and say the last twelve to. Months we wanna identify
40:13
to. Months we wanna identify that gap and where I’m gonna
40:16
that gap and where I’m gonna suggest as we start with five
40:17
suggest as we start with five to six seasonal upsells based
40:19
to six seasonal upsells based on what your current client or
40:21
on what your current client or lead is missing in their
40:24
lead is missing in their program currently, so it is
40:25
program currently, so it is automated but personalized
40:28
automated but personalized based on their needs and where
40:29
based on their needs and where they’re at we really wanna not
40:30
they’re at we really wanna not only drive that client lifetime
40:32
only drive that client lifetime value, but we want to go in and
40:35
value, but we want to go in and actually provide value so
40:37
actually provide value so seasonal upsell examples here
40:40
seasonal upsell examples here in timing. Lawn care
40:48
Markets so when we build these
40:50
Markets so when we build these clients um we build them out to
40:53
clients um we build them out to your specific city and the
40:53
your specific city and the service timing so that it’s
40:55
service timing so that it’s built. It’s not a generic um
40:57
built. It’s not a generic um set up. It’s customized right
40:58
set up. It’s customized right to the actual service in your
41:01
to the actual service in your market cuz even markets that
41:01
market cuz even markets that are pretty close to each other.
41:03
are pretty close to each other. They vary by several weeks so
41:05
They vary by several weeks so spring clean up the time we’re
41:06
spring clean up the time we’re looking at three to 4 weeks
41:07
looking at three to 4 weeks before the clean-up season
41:09
before the clean-up season fertilization, if it’s an up
41:10
fertilization, if it’s an up sell when the first weed pops
41:12
sell when the first weed pops up, so is that urgency, they
41:13
up, so is that urgency, they see the pain shrub around the
41:16
see the pain shrub around the start of the first pruning
41:17
start of the first pruning season, and we can upsell the
41:18
season, and we can upsell the first and second possible the
41:20
first and second possible the third depending on your market
41:22
third depending on your market Grub controls. Fertilizing uh
41:25
Grub controls. Fertilizing uh clients that don’t have Grub
41:26
clients that don’t have Grub controller and uh maybe fire
41:28
controller and uh maybe fire control depending on the part
41:29
control depending on the part of the season right when the
41:30
of the season right when the Grub damage starts to show
41:32
Grub damage starts to show that’s the urgency and that’s
41:32
that’s the urgency and that’s the pain when that hits we want
41:35
the pain when that hits we want time it right to that week of
41:36
time it right to that week of the week before so it’s top of
41:37
the week before so it’s top of frame of mind aeration and over
41:39
frame of mind aeration and over city coming in late August is
41:40
city coming in late August is the perfect time to go out and
41:42
the perfect time to go out and drive those bottom-line profits
41:44
drive those bottom-line profits fall clean ups early October
41:47
fall clean ups early October holiday lights maybe um late
41:49
holiday lights maybe um late October, But the idea we want
41:50
October, But the idea we want to have five to six of these.
41:54
to have five to six of these. Back it up and ready to go
41:56
Back it up and ready to go based on the pain points and
41:57
based on the pain points and the urgency around that
41:59
the urgency around that seasonality. so some examples
42:03
seasonality. so some examples and uh timing of this, we’ve
42:04
and uh timing of this, we’ve already kinda dialed in here um
42:08
already kinda dialed in here um for the five or six core
42:08
for the five or six core services examples. But let’s
42:09
services examples. But let’s say our current service here is
42:12
say our current service here is Lawn Mowing. So let’s say we’re
42:13
Lawn Mowing. So let’s say we’re charging 45 bucks to cut and
42:14
charging 45 bucks to cut and there’s thirty cuts in this
42:16
there’s thirty cuts in this market that’s $1300 and change
42:19
market that’s $1300 and change here of reoccurring lawn mowing
42:21
here of reoccurring lawn mowing revenue, but if they’re just a
42:23
revenue, but if they’re just a lawn mowing client, let’s use
42:24
lawn mowing client, let’s use that example of. Clean up
42:26
that example of. Clean up fertilization shrub control
42:28
fertilization shrub control grub control areas overseeing
42:29
grub control areas overseeing and fall clean ups so through
42:31
and fall clean ups so through our systematic process, we’re
42:33
our systematic process, we’re gonna go out from the spring
42:33
gonna go out from the spring all the way through the fall
42:35
all the way through the fall and upsell each and every one
42:36
and upsell each and every one of these and I put some pricing
42:38
of these and I put some pricing in here just ballpark what they
42:39
in here just ballpark what they would be so the clean up spring
42:41
would be so the clean up spring cleanups 175 fertilization over
42:43
cleanups 175 fertilization over five apps. It’s 325 shrub
42:45
five apps. It’s 325 shrub pruning over two visits to 600
42:48
pruning over two visits to 600 Uh Grub control, 125 aeration
42:51
Uh Grub control, 125 aeration and Overseed 500 in fall clean
42:53
and Overseed 500 in fall clean ups 300 so. Up-sell total is
42:56
ups 300 so. Up-sell total is around two grand, so let’s say
42:58
around two grand, so let’s say the person only bought 50% of
43:00
the person only bought 50% of the seasonal up-sells. What
43:02
the seasonal up-sells. What we’ve done there is created a
43:04
we’ve done there is created a 75% increase in revenue and
43:08
75% increase in revenue and this is not uncommon. I
43:09
this is not uncommon. I actually would say this is
43:11
actually would say this is conservative based on the
43:12
conservative based on the stats. We’ve pulled from Simple
43:13
stats. We’ve pulled from Simple Growth customers using our
43:15
Growth customers using our upsells. I’m not saying you
43:16
upsells. I’m not saying you need to use service our Simple
43:18
need to use service our Simple Growth upsells but this is the
43:21
Growth upsells but this is the the kind of results we’re
43:22
the kind of results we’re seeing in my company as well as
43:24
seeing in my company as well as other companies are working for
43:25
other companies are working for so on average if you. A 300
43:28
so on average if you. A 300 clients and leads in that
43:30
clients and leads in that database and we could sell 50%
43:33
database and we could sell 50% of them 150 of them and upsells
43:36
of them 150 of them and upsells based on this example, this was
43:37
based on this example, this was the average it will be an extra
43:41
the average it will be an extra $151000 of revenue literally
43:43
$151000 of revenue literally working from your current
43:45
working from your current database in your software. So
43:47
database in your software. So obviously I don’t know about
43:48
obviously I don’t know about you but going into the end of
43:50
you but going into the end of the season, I wouldn’t mind
43:51
the season, I wouldn’t mind picking up an extra 75 to
43:55
picking up an extra 75 to $150000 of revenue that we can
43:58
$150000 of revenue that we can continue to build upon at the
43:59
continue to build upon at the end of the season, and that’s
44:00
end of the season, and that’s what we’re seeing um. In most
44:04
what we’re seeing um. In most businesses that are using these
44:05
businesses that are using these upsell models that we’ve been
44:06
upsell models that we’ve been building out so not only is it
44:10
building out so not only is it enough to have this in place
44:11
enough to have this in place with the timing and market
44:13
with the timing and market specific timing, but uh we
44:14
specific timing, but uh we really need to deliver
44:15
really need to deliver immediate value to the customer
44:16
immediate value to the customer so they’re going to trust us.
44:18
so they’re going to trust us. hopefully if they’re an
44:18
hopefully if they’re an existing client um but we need
44:21
existing client um but we need to really provide value as soon
44:22
to really provide value as soon as possible with quick win. so
44:24
as possible with quick win. so demonstrate your fully
44:25
demonstrate your fully committed to bringing real
44:26
committed to bringing real returns to your customer from
44:28
returns to your customer from day one of the upsell. So if
44:29
day one of the upsell. So if we’re going out and doing
44:30
we’re going out and doing aeration overseeding we. we
44:32
aeration overseeding we. we need to actually. The service
44:34
need to actually. The service properly so they have real-time
44:36
properly so they have real-time results and actual results
44:38
results and actual results they’re seeing and then we’re
44:39
they’re seeing and then we’re gonna continue to engage and
44:41
gonna continue to engage and reinforce that value into the
44:42
reinforce that value into the next upsell cycle and show that
44:46
next upsell cycle and show that your products or services can
44:47
your products or services can help them in their yard or home
44:49
help them in their yard or home So explain that through
44:50
So explain that through education of how they’re
44:51
education of how they’re actually gonna make things
44:52
actually gonna make things better and ease the process of
44:55
better and ease the process of them not having to do it um but
44:57
them not having to do it um but really, it’s not enough to just
44:58
really, it’s not enough to just have enough so but we also need
44:59
have enough so but we also need to have an immediate return on
45:01
to have an immediate return on investment to rein. Additional
45:03
investment to rein. Additional seasonal upsells that we’re
45:04
seasonal upsells that we’re going out through the season
45:06
going out through the season for um and through some of the
45:07
for um and through some of the education we wanna make sure
45:07
education we wanna make sure the products or services um
45:10
the products or services um will help with your home and
45:11
will help with your home and we’re gonna explain that
45:13
we’re gonna explain that through a different education
45:14
through a different education such as aeration overseeding
45:15
such as aeration overseeding with some graphics of how we
45:16
with some graphics of how we pulled the core aeration out
45:18
pulled the core aeration out and we improve um the root
45:22
and we improve um the root thickness in different options
45:22
thickness in different options um that or benefits that may
45:25
um that or benefits that may provide so we need to go in and
45:26
provide so we need to go in and tackle that um so if you’re
45:28
tackle that um so if you’re hanging out here, we’re gonna
45:29
hanging out here, we’re gonna answer some questions here in a
45:30
answer some questions here in a minute live and how we tackle
45:31
minute live and how we tackle this or any questions you may
45:32
this or any questions you may have, but uh the main thing I
45:33
have, but uh the main thing I wanna talk. I dive into yours
45:36
wanna talk. I dive into yours is it’s not enough for me to
45:38
is it’s not enough for me to really talk about this, but I
45:39
really talk about this, but I wanna give you some examples
45:40
wanna give you some examples right off of Facebook where
45:40
right off of Facebook where people have actually used our
45:42
people have actually used our upsell automations and uh some
45:45
upsell automations and uh some of our automation So uh Brian
45:46
of our automation So uh Brian Ring here uh this year uh when
45:50
Ring here uh this year uh when it up, I could not believe
45:52
it up, I could not believe thirty request from current
45:53
thirty request from current clients with a simple, click of
45:54
clients with a simple, click of a mouse and the phone is not so
45:57
a mouse and the phone is not so and a few website hits uh ice
45:59
and a few website hits uh ice cubes said at the best today
46:01
cubes said at the best today was a good day. I wanna say
46:02
was a good day. I wanna say Mike uh say thanks to Mike and
46:03
Mike uh say thanks to Mike and the team at Cyro. so this app
46:06
the team at Cyro. so this app this is direct response that
46:08
this is direct response that was unsolicited from our
46:09
was unsolicited from our clients that have used. Even if
46:11
clients that have used. Even if you’re not using us, a lot of
46:13
you’re not using us, a lot of people don’t believe that this
46:14
people don’t believe that this actually works, I wanna give
46:15
actually works, I wanna give you some social proof uh Steve
46:18
you some social proof uh Steve how uh our number of people in
46:21
how uh our number of people in the pipeline, Our first one
46:22
the pipeline, Our first one closed today while it was just
46:24
closed today while it was just going to be under $3200 in
46:26
going to be under $3200 in sales. so Steve right here
46:28
sales. so Steve right here literally in the first day or
46:29
literally in the first day or two close at $3200 sale through
46:32
two close at $3200 sale through the process uh and now
46:34
the process uh and now basically saying now it’s all
46:35
basically saying now it’s all taking care of I can easily
46:37
taking care of I can easily follow up consistently and know
46:38
follow up consistently and know exactly where people are in the
46:40
exactly where people are in the cycle. So this is. Um how
46:44
cycle. So this is. Um how tackled that Kristin Bloomberg
46:45
tackled that Kristin Bloomberg said. Hey, I wanted to double
46:47
said. Hey, I wanted to double the size of my business uh in 3
46:50
the size of my business uh in 3 years as of today, they’re up
46:52
years as of today, they’re up 45% so far this year and 20% is
46:54
45% so far this year and 20% is a new mowing and maintenance
46:58
a new mowing and maintenance services um and this is just
47:01
services um and this is just another thing here. that’s uh
47:03
another thing here. that’s uh I’ve been making upstate
47:05
I’ve been making upstate following up and early
47:06
following up and early scheduling so much easier um
47:09
scheduling so much easier um with this busy spring and she’s
47:10
with this busy spring and she’s talking about 20 days to close
47:12
talking about 20 days to close had her back to follow up on
47:13
had her back to follow up on those estimates and up sells
47:14
those estimates and up sells when she set them out. uh once
47:15
when she set them out. uh once again, Christa came back again.
47:18
again, Christa came back again. Later that year or the
47:19
Later that year or the following year and said, hey
47:20
following year and said, hey woke up to eight aeration
47:22
woke up to eight aeration service automation request.
47:23
service automation request. that’s part of our upsell
47:25
that’s part of our upsell process. Jimmy Guerra actually
47:26
process. Jimmy Guerra actually listed today uh based on on the
47:29
listed today uh based on on the spring upsell process for mulch
47:30
spring upsell process for mulch that he received nearly 200
47:34
that he received nearly 200 Mott quest and probably about a
47:36
Mott quest and probably about a week and a half so this sound
47:38
week and a half so this sound unbelievable. so I wanted to
47:39
unbelievable. so I wanted to just share some of these public
47:41
just share some of these public success stories that it’s not
47:43
success stories that it’s not unusual to get seventy to
47:44
unusual to get seventy to eighty as a request two to 3
47:45
eighty as a request two to 3 hours with a systematic upsell
47:47
hours with a systematic upsell with the logic um in doing
47:50
with the logic um in doing these things. A couple of other
47:53
these things. A couple of other ones Matt Green uh right here
47:55
ones Matt Green uh right here posted on the Service Autopilot
47:57
posted on the Service Autopilot group um still running pretty
47:59
group um still running pretty strong super growth up sell
48:00
strong super growth up sell emails have been great got the
48:02
emails have been great got the maintenance request for Turf
48:04
maintenance request for Turf Care clients this morning um
48:06
Care clients this morning um Rudy roads shout out to my
48:07
Rudy roads shout out to my account and his team First up
48:09
account and his team First up sells email uh first snow
48:11
sells email uh first snow upsell email went out today and
48:12
upsell email went out today and we are swamped with inquiries
48:15
we are swamped with inquiries and Willie Brett Upsell emails
48:18
and Willie Brett Upsell emails are awesome. We got six S
48:20
are awesome. We got six S request uh from the first one
48:21
request uh from the first one sent out today’s part of a
48:23
sent out today’s part of a holiday light package. That’s
48:24
holiday light package. That’s in the middle of the end of
48:26
in the middle of the end of July he’s already. Estimates
48:28
July he’s already. Estimates for holiday lights in November
48:32
for holiday lights in November um so the timing of this
48:34
um so the timing of this definitely definitely will work
48:36
definitely definitely will work and that is um you know kind of
48:39
and that is um you know kind of some of the success I wanted to
48:42
some of the success I wanted to show you of what’s going on in
48:44
show you of what’s going on in these upsells and what’s going
48:46
these upsells and what’s going on um with the client base
48:49
on um with the client base there that’s using this so one
48:51
there that’s using this so one of the final things I wanted to
48:52
of the final things I wanted to show you is uh whether your
48:54
show you is uh whether your lawn care home cleaning if you
48:56
lawn care home cleaning if you hang out with me today. um I’ve
48:58
hang out with me today. um I’ve got an absolutely. Great killer
49:00
got an absolutely. Great killer special, I call it a brain that
49:02
special, I call it a brain that offer um and basically what
49:03
offer um and basically what it’s gonna include is five
49:05
it’s gonna include is five automated upsells a complete
49:07
automated upsells a complete set up and testing by simple
49:09
set up and testing by simple growth in five easy payments
49:11
growth in five easy payments with no interest So
49:12
with no interest So traditionally uh something like
49:14
traditionally uh something like this is gonna go for $1500 uh
49:18
this is gonna go for $1500 uh but what I’m gonna do is give
49:19
but what I’m gonna do is give to you for 1250 with five
49:21
to you for 1250 with five monthly payments of 240 950 no
49:24
monthly payments of 240 950 no interest for the one-time setup
49:25
interest for the one-time setup fee and it’s $99 a month for
49:28
fee and it’s $99 a month for support and updates and. and if
49:30
support and updates and. and if you. Have Service Autopilot or
49:33
you. Have Service Autopilot or pro Plus no worries If you sign
49:35
pro Plus no worries If you sign up with us, we set this up for
49:36
up with us, we set this up for free, I can get the $247 sign
49:39
free, I can get the $247 sign up fee waived when you work
49:40
up fee waived when you work with Simple Growth. so what I’m
49:43
with Simple Growth. so what I’m gonna suggest doing is I wanna
49:44
gonna suggest doing is I wanna break down some of these um?
49:50
break down some of these um? Hold on so what I wanna do is
49:53
Hold on so what I wanna do is break down some of these
49:54
break down some of these processes here Hop on the
49:57
processes here Hop on the screen here cuz I’ve got
49:57
screen here cuz I’ve got another link. I want to show
49:58
another link. I want to show you about all the services that
50:00
you about all the services that are actually uh automated as
50:03
are actually uh automated as well. So.
50:07
You see the slide is held up
50:09
You see the slide is held up here. Let me see. That may be
50:15
here. Let me see. That may be up alright, so if you go in
50:17
up alright, so if you go in here to a simple growth,
50:20
here to a simple growth, upsells.com, we’ve got the
50:21
upsells.com, we’ve got the information here as well. Um
50:23
information here as well. Um but right now we’ve got about
50:24
but right now we’ve got about fifty services pre-built in an
50:26
fifty services pre-built in an upsell manner and the ups uh so
50:29
upsell manner and the ups uh so basically there’s pre-written
50:32
basically there’s pre-written vanilla content in there for
50:32
vanilla content in there for you and that pre-written
50:36
you and that pre-written vanilla content um is service
50:37
vanilla content um is service specific like I said. We’ve got
50:38
specific like I said. We’ve got about fifty of these built out
50:40
about fifty of these built out uh for the industry
50:42
uh for the industry specifically for lawn care and
50:43
specifically for lawn care and home cleaning pest control.
50:48
Uht pressing the idea is if you
50:50
Uht pressing the idea is if you want to do something like this,
50:51
want to do something like this, It comes up. We customize it to
50:53
It comes up. We customize it to your market the timing and it
50:54
your market the timing and it comes with pre-built content so
50:55
comes with pre-built content so normally like I said, Uh this
50:57
normally like I said, Uh this is a $1500 set up. We’re gonna
50:59
is a $1500 set up. We’re gonna get it to you and save $200
51:02
get it to you and save $200 option number one. Uh five
51:05
option number one. Uh five installments of $249 for the
51:06
installments of $249 for the set up fee and $99 more update
51:10
set up fee and $99 more update fees or if you wanna pay it all
51:12
fees or if you wanna pay it all in one chunk, it is 1297 for
51:14
in one chunk, it is 1297 for the one time set up fee $99 a
51:16
the one time set up fee $99 a month for support and updates
51:18
month for support and updates so um obviously hopefully the
51:20
so um obviously hopefully the content was good but if you go
51:21
content was good but if you go to the website here, SG
51:29
Upsells.com uh that is going to
51:30
Upsells.com uh that is going to be where you can find uh that.
51:34
be where you can find uh that. Time offer for this monthly
51:36
Time offer for this monthly business that we’re doing so
51:37
business that we’re doing so it’s SG
51:41
it’s SG Upsells.com.
51:41
Upsells.com. and when you click
51:42
Upsells.com. and when you click that you’ve got the option to
51:44
that you’ve got the option to spread the payment over 5
51:45
spread the payment over 5 months or I’ll pay it all at
51:47
months or I’ll pay it all at once. but what we’re doing here
51:49
once. but what we’re doing here is a special offer for the
51:50
is a special offer for the Facebook Live Business Builder
51:52
Facebook Live Business Builder training. In addition, if you
51:53
training. In addition, if you are a sales level three
51:54
are a sales level three automation uh please hit us up
51:57
automation uh please hit us up and uh on that checkout page
51:58
and uh on that checkout page and and sign up for a free
52:00
and and sign up for a free audit we want to at no extra
52:02
audit we want to at no extra cost. go through and audit your
52:04
cost. go through and audit your up sells for this fall season
52:05
up sells for this fall season and if you’re using our.
52:07
and if you’re using our. Automations at No extra charge
52:09
Automations at No extra charge will get you up to five up
52:11
will get you up to five up sells in your growth automation
52:13
sells in your growth automation and no extra charge. so uh we
52:15
and no extra charge. so uh we believe in these automations in
52:16
believe in these automations in the upsell automation so much
52:18
the upsell automation so much that we wanna continue to
52:20
that we wanna continue to provide value to our existing
52:20
provide value to our existing client base of sales level
52:22
client base of sales level three um that utilizes the
52:24
three um that utilizes the service automation so uh if you
52:26
service automation so uh if you are Simple Growth client and
52:28
are Simple Growth client and you don’t have upsells yet in
52:29
you don’t have upsells yet in your process um grab a time for
52:32
your process um grab a time for us, We wanna give you a free
52:33
us, We wanna give you a free audit and at no extra charge.
52:34
audit and at no extra charge. we’ll give you those five up
52:35
we’ll give you those five up sells for sales. Clients If you
52:38
sells for sales. Clients If you wanna add additional five, this
52:40
wanna add additional five, this is a great deal um and just get
52:43
is a great deal um and just get this in your pipeline. so uh
52:44
this in your pipeline. so uh idea here is if you are looking
52:48
idea here is if you are looking to do this. I’ll type it in the
52:51
to do this. I’ll type it in the comments WWW dot S up-sells Dot
52:58
comments WWW dot S up-sells Dot com and you can sign up and
53:00
com and you can sign up and some from the simple growth
53:01
some from the simple growth team will be contacting you uh
53:04
team will be contacting you uh tomorrow or Friday to get you
53:06
tomorrow or Friday to get you up and running um, but it’s
53:07
up and running um, but it’s it’s it’s a personal call we go
53:09
it’s it’s a personal call we go in. We talk we take care of the
53:12
in. We talk we take care of the market specific timing and um
53:16
market specific timing and um the customize it right down to
53:17
the customize it right down to your market. so it’s kind of
53:18
your market. so it’s kind of questions drop them below.
53:19
questions drop them below. Happy to answer live here on
53:21
Happy to answer live here on the screen but uh you wanna
53:22
the screen but uh you wanna check it out. SG Upsells.com
53:24
check it out. SG Upsells.com for the special uh Save 200.
53:27
for the special uh Save 200. And five automated up sells
53:28
And five automated up sells complete set up a testing by
53:30
complete set up a testing by simple growth with training and
53:32
simple growth with training and five easy payments with no
53:33
five easy payments with no interest of twenty or $249.50.
53:37
interest of twenty or $249.50. So comments or questions drop
53:39
So comments or questions drop em below. I’m gonna hang out
53:40
em below. I’m gonna hang out here for the next five to 10
53:40
here for the next five to 10 minutes to answer any questions
53:41
minutes to answer any questions they may have on the live
53:44
they may have on the live stream. Um in this special,
53:44
stream. Um in this special, it’s gonna be around here for
53:45
it’s gonna be around here for about 24 hours. we shut down
53:47
about 24 hours. we shut down that special landing page uh
53:48
that special landing page uh before it goes back up to the
53:52
before it goes back up to the normal $1500 price for the set.
53:58
So just hanging out, I wanna
53:59
So just hanging out, I wanna say what’s up. Chad Gary John
54:01
say what’s up. Chad Gary John Domino uh as always appreciate
54:04
Domino uh as always appreciate you watching the videos and
54:06
you watching the videos and everybody else watching so uh
54:07
everybody else watching so uh once again SG Upsells.com for
54:10
once again SG Upsells.com for the special offer of adding an
54:11
the special offer of adding an additional five up sells or
54:13
additional five up sells or your first five up sells for
54:14
your first five up sells for timing and what we’re finding
54:16
timing and what we’re finding is anywhere from sixty to
54:18
is anywhere from sixty to eighty estimate request,
54:19
eighty estimate request, usually in the first
54:21
usually in the first transaction, uh if you’re
54:22
transaction, uh if you’re similar to Guerra, who knows,
54:23
similar to Guerra, who knows, maybe you’ll have 200 estimate
54:25
maybe you’ll have 200 estimate request Uh over about a week
54:27
request Uh over about a week and Week period and that’s
54:29
and Week period and that’s really not uncommon so we’re
54:30
really not uncommon so we’re gonna go in and see if we can’t
54:32
gonna go in and see if we can’t raise that client lifetime
54:34
raise that client lifetime value by 75% or 100% double it
54:37
value by 75% or 100% double it um going into the later parts
54:39
um going into the later parts of the year for success. so um
54:44
of the year for success. so um if not anything else, hopefully
54:46
if not anything else, hopefully uh the content prior to this
54:48
uh the content prior to this was helpful uh but as always if
54:50
was helpful uh but as always if you’re gonna spend some time
54:51
you’re gonna spend some time with me on a Wednesday nights
54:52
with me on a Wednesday nights at mid month and a business
54:53
at mid month and a business builder webinar uh we wanna
54:55
builder webinar uh we wanna make some kind of special offer
54:56
make some kind of special offer because I know your time is
54:58
because I know your time is valuable to be hanging. In the
54:59
valuable to be hanging. In the middle of the night, um
55:00
middle of the night, um watching this Facebook lives
55:02
watching this Facebook lives here so uh I’m gonna leave it
55:03
here so uh I’m gonna leave it open for another minute or two
55:04
open for another minute or two and then uh shut it down Uh
55:07
and then uh shut it down Uh John dominate we do two X per
55:11
John dominate we do two X per week of these and we have great
55:12
week of these and we have great results not to slow down sales.
55:15
results not to slow down sales. so John is a definitely a star
55:17
so John is a definitely a star customer of ours that um it’s
55:20
customer of ours that um it’s definitely uh push the limits
55:22
definitely uh push the limits of doubling and tripling client
55:24
of doubling and tripling client lifetime values so um if you’re
55:27
lifetime values so um if you’re looking to take a car out of
55:27
looking to take a car out of somebody’s uh. Page Just like
55:30
somebody’s uh. Page Just like John um you know, I got pretty
55:32
John um you know, I got pretty much guarantee you will not be
55:34
much guarantee you will not be dissatisfied with the simple
55:35
dissatisfied with the simple growth up sells and the way
55:36
growth up sells and the way they go in um and
55:39
they go in um and systematically go in and the
55:40
systematically go in and the best part is like in the fall
55:41
best part is like in the fall or the spring when you’re too
55:42
or the spring when you’re too busy to remember uh you set the
55:44
busy to remember uh you set the date and time and it just works
55:47
date and time and it just works and it hits it so just like
55:49
and it hits it so just like Chris said in hers, you know I
55:50
Chris said in hers, you know I forgot it was going out and I
55:52
forgot it was going out and I got hit with eight or nine
55:53
got hit with eight or nine estimates when I woke up in the
55:54
estimates when I woke up in the morning uh not a bad surprise.
55:56
morning uh not a bad surprise. so those are the things that um
55:57
so those are the things that um we’re we’re really looking at
55:59
we’re we’re really looking at here. Build success um so SG
56:03
here. Build success um so SG upsells.com it’s gonna take you
56:07
upsells.com it’s gonna take you to this landing page here uh
56:10
to this landing page here uh quick video over viewing it and
56:11
quick video over viewing it and option one and two so no
56:13
option one and two so no payment plan over 5 months, no
56:14
payment plan over 5 months, no interest or pay upfront uh go
56:16
interest or pay upfront uh go in hit sign up and uh easy as
56:19
in hit sign up and uh easy as that you fill this out. Put
56:21
that you fill this out. Put your information in and the
56:22
your information in and the simple growth team will be in
56:23
simple growth team will be in contact within the next 24 to
56:25
contact within the next 24 to 48 hours to get you set up and
56:27
48 hours to get you set up and ready to go so uh look forward
56:29
ready to go so uh look forward to. Hop on the phone with a few
56:31
to. Hop on the phone with a few of you in the next few days
56:34
of you in the next few days with your upsells getting set
56:35
with your upsells getting set up and uh if you’re willing to
56:37
up and uh if you’re willing to share your success stories
56:38
share your success stories hopefully you can share them on
56:39
hopefully you can share them on the next year’s Upsell Business
56:42
the next year’s Upsell Business Builder Strategy webinar on
56:43
Builder Strategy webinar on Facebook Live so uh just about
56:45
Facebook Live so uh just about to wrap it up. I’m gonna go
56:47
to wrap it up. I’m gonna go upstairs and help my wife get
56:48
upstairs and help my wife get the kids to sleep but uh it has
56:51
the kids to sleep but uh it has been uh a good time once a
56:53
been uh a good time once a month so middle of next month
56:55
month so middle of next month here uh we’re gonna be diving
56:57
here uh we’re gonna be diving into conversational marketing
56:59
into conversational marketing once again with bots and
57:01
once again with bots and upsells and. Uh all the new
57:03
upsells and. Uh all the new things that have come up with
57:05
things that have come up with bots if you haven’t checked out
57:06
bots if you haven’t checked out our Facebook estimator bot, I
57:08
our Facebook estimator bot, I highly recommend doing that as
57:10
highly recommend doing that as well cuz it is been a game
57:11
well cuz it is been a game changer, but the main thing
57:12
changer, but the main thing here is it’s time to do up
57:14
here is it’s time to do up sells. Let’s get those up sells
57:16
sells. Let’s get those up sells and play Whether you’re doing
57:17
and play Whether you’re doing it with us for yourself um
57:19
it with us for yourself um hopefully that was helpful um
57:21
hopefully that was helpful um and just as a quick thing if
57:22
and just as a quick thing if you’ve got anybody using our
57:23
you’ve got anybody using our Facebook Messenger bot or even
57:24
Facebook Messenger bot or even thinking about using them um
57:27
thinking about using them um I’m gonna kinda hop in real
57:30
I’m gonna kinda hop in real quick and pull up the uh simple
57:31
quick and pull up the uh simple growth page to give you an idea
57:32
growth page to give you an idea uh don’t show one of our. Pages
57:35
uh don’t show one of our. Pages here but the idea here is uh
57:38
here but the idea here is uh Facebook Messenger bot that we
57:39
Facebook Messenger bot that we built the Ail property specific
57:42
built the Ail property specific pricing for lawn care home
57:43
pricing for lawn care home cleaning um that bought now uh
57:46
cleaning um that bought now uh literally pops up in the corner
57:49
literally pops up in the corner and you see if I can move the
57:51
and you see if I can move the screen. So you can actually see
57:55
screen. So you can actually see it so if you’re looking at the
57:57
it so if you’re looking at the simple growth page here that
57:58
simple growth page here that little messenger bot pops up,
58:01
little messenger bot pops up, you can continue as the logged
58:02
you can continue as the logged in user on Facebook or you can
58:05
in user on Facebook or you can continue as a guest. So this is
58:06
continue as a guest. So this is really cool. Now. This is a
58:08
really cool. Now. This is a standalone bath that doesn’t
58:09
standalone bath that doesn’t have to it doesn’t require you
58:11
have to it doesn’t require you to be a member or a Facebook
58:14
to be a member or a Facebook user um and it’s fully
58:15
user um and it’s fully automated so I can go in to
58:19
automated so I can go in to demoss and it’s fully automated
58:20
demoss and it’s fully automated and we tie in to Zillow and we
58:22
and we tie in to Zillow and we go into multiple platform.
58:23
go into multiple platform. Right now, we are fully
58:25
Right now, we are fully integrated in the context in
58:26
integrated in the context in for service Autopilot service
58:30
for service Autopilot service uh Jobber Zen made on a handful
58:32
uh Jobber Zen made on a handful of others that you can go in
58:34
of others that you can go in and uh Jen and the Team builds
58:35
and uh Jen and the Team builds this out custom um but they’re
58:38
this out custom um but they’re their industry specific with
58:39
their industry specific with pricing and they will uh
58:41
pricing and they will uh completely go through an
58:41
completely go through an automated sales funnel. so
58:43
automated sales funnel. so that’s gonna be uh one of the
58:44
that’s gonna be uh one of the topics for next month’s
58:46
topics for next month’s business builders as well. if
58:47
business builders as well. if you’re wondering what we’re up
58:48
you’re wondering what we’re up to um but right now today,
58:51
to um but right now today, Upsells upsells up sells.
58:52
Upsells upsells up sells. That’s what we need to be doing
58:53
That’s what we need to be doing what we should be doing. let’s
58:54
what we should be doing. let’s raise that client like. Value
58:57
raise that client like. Value uh go. Check it out this
58:59
uh go. Check it out this special here for the next 24
58:59
special here for the next 24 hours or so
59:03
WWW.SG upsells.com and that
59:05
WWW.SG upsells.com and that will take you to the private
59:07
will take you to the private landing page. It’ll be up for
59:07
landing page. It’ll be up for about 24 hours for everything
59:09
about 24 hours for everything we just talked about in the
59:11
we just talked about in the business builder webinar here
59:12
business builder webinar here um on Facebook live so comment
59:15
um on Facebook live so comment questions drop them below. I
59:16
questions drop them below. I will keep an eye on this for
59:17
will keep an eye on this for the next 24 hours and uh look
59:19
the next 24 hours and uh look forward to hopefully talking to
59:21
forward to hopefully talking to you in person uh if you end up
59:23
you in person uh if you end up signing up for the service,
59:25
signing up for the service, Autopilots or I’m sorry the
59:26
Autopilots or I’m sorry the simple growth. Upsell package
59:28
simple growth. Upsell package and then, in addition to that
59:30
and then, in addition to that um, if you’re a sales level
59:32
um, if you’re a sales level three client, you know reach
59:32
three client, you know reach out to us, We definitely wanna
59:33
out to us, We definitely wanna get you on a free audit to make
59:35
get you on a free audit to make sure you’re utilizing getting
59:36
sure you’re utilizing getting the most out of your automation
59:38
the most out of your automation and upsells for this season and
59:40
and upsells for this season and if you’re self level three if
59:41
if you’re self level three if you don’t have five up sells,
59:43
you don’t have five up sells, we would replace those service
59:45
we would replace those service automations with those up sells
59:47
automations with those up sells for an even greater return on
59:48
for an even greater return on of value for you just like
59:50
of value for you just like Jeremy and everybody else uh
59:52
Jeremy and everybody else uh crushing it out with those
59:52
crushing it out with those estimates coming through. so
59:54
estimates coming through. so we’ll see you again tomorrow on
59:55
we’ll see you again tomorrow on Callahan’s corner, You ask
59:57
Callahan’s corner, You ask questions and we answer them

Callahan’s Corner: Creating A Year Around Service That Is Weekly Then Biweekly (w/ Installments)

Video Transcript

00:00
To Callahan’s corner, where you
00:02
To Callahan’s corner, where you ask the questions we answer
00:03
ask the questions we answer them live right here on
00:05
them live right here on Facebook so in the service
00:07
Facebook so in the service Autopilots members group Uh
00:08
Autopilots members group Uh about 20 minutes or about 20
00:10
about 20 minutes or about 20 hours ago, there was a question
00:12
hours ago, there was a question asked um Uh gentlemen lady was
00:14
asked um Uh gentlemen lady was new to Service Autopilot um and
00:16
new to Service Autopilot um and had some questions around uh a
00:20
had some questions around uh a circumstance of probably a
00:21
circumstance of probably a Southern Market where they want
00:24
Southern Market where they want to be able to build on an
00:25
to be able to build on an installment plan, a flat rate
00:28
installment plan, a flat rate of $140 from March to October
00:29
of $140 from March to October and then during the winter
00:31
and then during the winter months. Visit the properties by
00:33
months. Visit the properties by weekly in the bill for that
00:35
weekly in the bill for that specific client was $40 a visit
00:37
specific client was $40 a visit uh they’ve set up the master
00:39
uh they’ve set up the master schedules for year round um and
00:41
schedules for year round um and entered contact pricing for
00:43
entered contact pricing for March October. How do I handle
00:45
March October. How do I handle the biweekly portion of the
00:49
the biweekly portion of the year? So what I’m gonna do is
00:50
year? So what I’m gonna do is kinda break this down uh from
00:51
kinda break this down uh from front to back how you would
00:53
front to back how you would tackle this and then um
00:55
tackle this and then um hopefully this will help this
00:56
hopefully this will help this person make sure that they’ve
00:57
person make sure that they’ve got all the processes set up
00:59
got all the processes set up inside Service Autopilot so. so
01:01
inside Service Autopilot so. so uh as usual, I’m gonna. Screen
01:02
uh as usual, I’m gonna. Screen up
01:06
here momentarily and show you
01:08
here momentarily and show you what we’re looking at here. So
01:12
what we’re looking at here. So I’m gonna pull up Service
01:13
I’m gonna pull up Service Autopilot and show you how to
01:16
Autopilot and show you how to break this down so first thing
01:19
break this down so first thing I would suggest doing is we
01:20
I would suggest doing is we need to create that master
01:22
need to create that master schedule so you wanna go into
01:23
schedule so you wanna go into the gear icon and go into
01:28
the gear icon and go into master schedule. Not package
01:29
master schedule. Not package your out master schedule and
01:31
your out master schedule and I’m gonna call this my uh
01:35
I’m gonna call this my uh Facebook live.
01:40
Contract A year round. And once
01:46
Contract A year round. And once again, if you’re just looking
01:48
again, if you’re just looking at this, basically we wanna go
01:50
at this, basically we wanna go from creating an installment
01:52
from creating an installment billing from March to October
01:53
billing from March to October and then November to the end of
01:55
and then November to the end of the year. Uh it’s a biweekly
01:58
the year. Uh it’s a biweekly service going in um build out a
02:01
service going in um build out a flat rate. so what we’re
02:02
flat rate. so what we’re looking at here is probably
02:03
looking at here is probably wanna look at our. Large area
02:08
wanna look at our. Large area here and this is weekly. so
02:09
here and this is weekly. so let’s just say this is a weekly
02:12
let’s just say this is a weekly Monday visit.
02:21
And then starting in November,
02:23
And then starting in November, they went to buy weekly.
02:33
And we’d have these ones here.
02:39
So now we’ve got our weekly
02:40
So now we’ve got our weekly from March through October and
02:44
from March through October and then every other week November
02:46
then every other week November through uh the beginning of
02:48
through uh the beginning of March again. so we’re gonna
02:48
March again. so we’re gonna save and generate that master
02:51
save and generate that master schedules. so that’s gonna be
02:52
schedules. so that’s gonna be the master schedule saved and
02:54
the master schedule saved and you wanna do that for Monday
02:56
you wanna do that for Monday Tuesday Wednesday, Thursday
02:57
Tuesday Wednesday, Thursday Friday, So you have it just so
02:59
Friday, So you have it just so you can see how we’ve done our
03:00
you can see how we’ve done our weekly Monday through Friday
03:02
weekly Monday through Friday here so now that we have that
03:04
here so now that we have that uh probably the next thing is
03:06
uh probably the next thing is just on a high level. I’m gonna
03:07
just on a high level. I’m gonna create two generic services so
03:08
create two generic services so we can uh see what this looks
03:09
we can uh see what this looks like uh but if this person is
03:11
like uh but if this person is new to Service Autopilot or you
03:12
new to Service Autopilot or you just need a refresher it’. A
03:14
just need a refresher it’. A bad idea, so we’re gonna go
03:15
bad idea, so we’re gonna go into the gear icon services and
03:17
into the gear icon services and I’m not gonna create two
03:18
I’m not gonna create two services and this is what
03:19
services and this is what you’re gonna wanna do in this
03:19
you’re gonna wanna do in this account. So we’re gonna add
03:20
account. So we’re gonna add this in and I’m gonna also call
03:23
this in and I’m gonna also call this a Facebook Live service
03:24
this a Facebook Live service just so we can find it quickly.
03:31
And this would be a weekly.
03:36
I’m gonna call weekly
03:39
I’m gonna call weekly maintenance. And as you’re
03:42
maintenance. And as you’re starting out, you’re gonna need
03:43
starting out, you’re gonna need a code. It’s a tactical not
03:46
a code. It’s a tactical not taxable uh service mode. I’m
03:48
taxable uh service mode. I’m gonna per unit invoice
03:49
gonna per unit invoice description. We wanna select
03:50
description. We wanna select the chart of accounts and an
03:53
the chart of accounts and an estimate description. uh
03:54
estimate description. uh traditionally you wanna go into
03:55
traditionally you wanna go into the rap matrix and build that
03:57
the rap matrix and build that out um to have production based
03:58
out um to have production based estimating that is not what
04:01
estimating that is not what we’re doing in this video, but
04:02
we’re doing in this video, but there’s several other videos
04:03
there’s several other videos we’ve made at Callahan’s. We
04:04
we’ve made at Callahan’s. We can check that out, but I was a
04:05
can check that out, but I was a bare minimum We want to create
04:06
bare minimum We want to create that weekly service that’s
04:08
that weekly service that’s going to go through March
04:10
going to go through March through uh end of October and
04:11
through uh end of October and then uh we’re. Even knew and
04:15
then uh we’re. Even knew and create a service for. They
04:21
create a service for. They biweekly maintenance This is
04:25
biweekly maintenance This is the winter maintenance. We need
04:28
the winter maintenance. We need a code for units. I’m gonna use
04:30
a code for units. I’m gonna use for service mode description.
04:33
for service mode description. Try to account for QuickBooks
04:35
Try to account for QuickBooks if you’re using it uh and
04:36
if you’re using it uh and estimates here and that will
04:39
estimates here and that will give us what we need so now
04:41
give us what we need so now that we have this built out.
04:42
that we have this built out. I’ve set up my reoccurring
04:44
I’ve set up my reoccurring weekly and biweekly service.
04:46
weekly and biweekly service. I’ve gone into the gear icon
04:47
I’ve gone into the gear icon Master schedules and created a
04:49
Master schedules and created a Monday through Friday each one
04:51
Monday through Friday each one of those um with that timing,
04:52
of those um with that timing, so we can go and schedule those
04:55
so we can go and schedule those and now what we’re gonna do is
04:57
and now what we’re gonna do is go in. And go to our test
05:00
go in. And go to our test account and actually set this
05:02
account and actually set this up. So first of all I wanna do
05:03
up. So first of all I wanna do is go in and add a contract
05:06
is go in and add a contract now, the example for this
05:07
now, the example for this fictitious client was $140 a
05:10
fictitious client was $140 a month from March to October and
05:13
month from March to October and then a biweekly service that
05:14
then a biweekly service that was built out per visit. so
05:16
was built out per visit. so there’s two different um things
05:18
there’s two different um things that we need to do so we need
05:19
that we need to do so we need to add a contract and then we
05:20
to add a contract and then we also need to set up uh the
05:22
also need to set up uh the scheduling portion of this. so
05:23
scheduling portion of this. so I can show you what this is
05:23
I can show you what this is gonna look like here in a
05:26
gonna look like here in a minute um so first thing you
05:27
minute um so first thing you need to do is the contract
05:28
need to do is the contract names so this would be uh
05:31
names so this would be uh nearly. Made contract
05:38
Uh start date is going to be.
05:42
Uh start date is going to be. And let’s do this for 2021 so
05:45
And let’s do this for 2021 so March 1st of 2021 and it’s
05:47
March 1st of 2021 and it’s gonna end.
05:52
He end of October here and we
05:56
He end of October here and we gotta put a line item so I’m
05:59
gotta put a line item so I’m gonna put a Facebook Live
06:01
gonna put a Facebook Live maintenance or summer
06:04
maintenance or summer maintenance contracts, so we
06:05
maintenance contracts, so we know that it’s just for the
06:07
know that it’s just for the summer and the question here if
06:08
summer and the question here if I’m reading it correctly is
06:09
I’m reading it correctly is that they want to fill out $40
06:12
that they want to fill out $40 per visit per month thereafter
06:16
per visit per month thereafter the winner, so we’re only gonna
06:17
the winner, so we’re only gonna catch a installment billing,
06:19
catch a installment billing, then really. March And put it
06:25
then really. March And put it in January at auto fill, but
06:26
in January at auto fill, but it’s gonna be quicker to leap
06:29
it’s gonna be quicker to leap out. so I’m going to mark all
06:30
out. so I’m going to mark all the way through the end of
06:33
the way through the end of October. now what I would
06:35
October. now what I would probably recommend is if you
06:36
probably recommend is if you want to put this for the first
06:37
want to put this for the first day of the month and you could
06:38
day of the month and you could build 1 month in advance if you
06:41
build 1 month in advance if you want and if there’s some
06:41
want and if there’s some properties, we can include
06:43
properties, we can include those so the idea is you’ve got
06:44
those so the idea is you’ve got this here and then under
06:46
this here and then under actions I wanna add a contract
06:52
item in our Facebook live week.
06:54
item in our Facebook live week. Maintenance It’s gonna be
06:55
Maintenance It’s gonna be included in there now, if
06:56
included in there now, if there’s a cap of how many
06:57
there’s a cap of how many visits you actually will
06:58
visits you actually will include in the weekly
06:59
include in the weekly maintenance you’d put this in
07:00
maintenance you’d put this in here. so maybe it is 38 visits
07:04
here. so maybe it is 38 visits and we’d wanna alert someone if
07:07
and we’d wanna alert someone if recondition was greater or
07:07
recondition was greater or equal to 38 visits to uh make
07:10
equal to 38 visits to uh make sure you don’t go over that
07:11
sure you don’t go over that contractual amount we can have
07:13
contractual amount we can have it signed to a personal role uh
07:15
it signed to a personal role uh it was an hourly contract. You
07:16
it was an hourly contract. You could also do the same alert of
07:18
could also do the same alert of hours as well So and do we
07:19
hours as well So and do we charge for this? yes if
07:21
charge for this? yes if quantities over visits over
07:23
quantities over visits over that’s a determination that you
07:24
that’s a determination that you can make there on the fly, but
07:25
can make there on the fly, but the idea is you need the
07:26
the idea is you need the installment billing. Up you
07:28
installment billing. Up you need the name of the contract
07:29
need the name of the contract the invoice line item and hit
07:31
the invoice line item and hit save Now once you have that set
07:33
save Now once you have that set up, you’ve got a live contract
07:35
up, you’ve got a live contract here so I’ve got to select a
07:37
here so I’ve got to select a service here and I’m just gonna
07:42
service here and I’m just gonna call it lawn mowing just for a
07:45
call it lawn mowing just for a time but when we hit save Once
07:47
time but when we hit save Once we have this now, we’ve got a
07:49
we have this now, we’ve got a contract installment building
07:50
contract installment building now the second part of the
07:51
now the second part of the question. I’ve got a um an
07:55
question. I’ve got a um an additional charge of $40 per
07:56
additional charge of $40 per visit on a biweekly basis from
07:59
visit on a biweekly basis from uh November. Through the rest
08:02
uh November. Through the rest of the week, so the idea here
08:03
of the week, so the idea here is you probably wanna go in and
08:08
is you probably wanna go in and add a job and actually thinking
08:10
add a job and actually thinking about this you’d probably have
08:12
about this you’d probably have two master schedules. So let’s
08:13
two master schedules. So let’s do the first one and see what
08:14
do the first one and see what this looks looks out here cuz I
08:16
this looks looks out here cuz I just did this on the fly Uh but
08:17
just did this on the fly Uh but we’re gonna add a reoccurring
08:21
we’re gonna add a reoccurring job and let’s set up the summer
08:23
job and let’s set up the summer uh weekly first and then we’ll
08:25
uh weekly first and then we’ll go in there so we’re gonna do
08:28
go in there so we’re gonna do is. is add. Contract and it’s
08:32
is. is add. Contract and it’s going to be part of our yearly
08:35
going to be part of our yearly maintenance contract, so that
08:37
maintenance contract, so that was the weekly service, but not
08:39
was the weekly service, but not the biweekly and we’re gonna
08:40
the biweekly and we’re gonna select the schedule of our
08:43
select the schedule of our Facebook Live contract, so
08:44
Facebook Live contract, so actually we should be able to
08:45
actually we should be able to do that. so it’s going to be
08:47
do that. so it’s going to be starting the initial start date
08:47
starting the initial start date and I’m gonna say let’s go in
08:51
and I’m gonna say let’s go in and start this next year where
08:51
and start this next year where it should start so March 2021
08:55
it should start so March 2021 on the Monday and we’re also
08:58
on the Monday and we’re also gonna start reoccurring on that
08:59
gonna start reoccurring on that day as well.
09:04
And the service is our.
09:09
Facebook Live weekly
09:11
Facebook Live weekly maintenance and it’s gonna
09:12
maintenance and it’s gonna start on March and be done of
09:14
start on March and be done of the weekly part of
09:18
the weekly part of it. um
09:18
it. um after that, so we’re
09:18
it. um after that, so we’re gonna go in and put in the rate
09:22
gonna go in and put in the rate um so it’s $140 a week for this
09:26
um so it’s $140 a week for this client so you really wanna do
09:27
client so you really wanna do is a lot of people will be
09:28
is a lot of people will be tempted to put a $0 value in
09:31
tempted to put a $0 value in here um so what we’re gonna do
09:33
here um so what we’re gonna do is really going to go in here
09:34
is really going to go in here and take the 140 and divide
09:35
and take the 140 and divide that by uh let’s call it 4.3.
09:41
that by uh let’s call it 4.3. So how many weeks are in a
09:43
So how many weeks are in a month, so it’s $32.33. And
09:47
month, so it’s $32.33. And let’s say our goal per hour 45,
09:49
let’s say our goal per hour 45, so we divide that by 45, it’s
09:52
so we divide that by 45, it’s point. Seven 1 hours so 32.3
09:57
point. Seven 1 hours so 32.3 and .71 man hours is the time
10:01
and .71 man hours is the time that we would want to have in
10:02
that we would want to have in there so
10:06
32.3 .71 man hours the hours
10:09
32.3 .71 man hours the hours are always based on one person.
10:11
are always based on one person. Uh we don’t need to put a start
10:13
Uh we don’t need to put a start and stop time if you’re in the
10:14
and stop time if you’re in the home cleaning industry and you
10:15
home cleaning industry and you wanna put a start and stop slot
10:16
wanna put a start and stop slot in there. That’s where you
10:17
in there. That’s where you would do first time um and we
10:19
would do first time um and we have that in here now what
10:20
have that in here now what we’ve done is we hit save. Um
10:25
we’ve done is we hit save. Um that’s gonna be under that
10:27
that’s gonna be under that contract, so actually you
10:28
contract, so actually you probably can just go in and add
10:31
probably can just go in and add the service right to the same
10:32
the service right to the same line item. Here’s I’m thinking
10:33
line item. Here’s I’m thinking about it. so we’d go in and get
10:35
about it. so we’d go in and get our Facebook live. Biweekly
10:41
our Facebook live. Biweekly maintenance and that is going
10:42
maintenance and that is going to start.
10:47
In November, 1st and start
10:53
recurring November 1st as well.
10:54
recurring November 1st as well. so what you’ve got here and
10:56
so what you’ve got here and that is a $40 per visit charge,
11:01
that is a $40 per visit charge, and I’m gonna take that same
11:04
and I’m gonna take that same forty and divided by 45 bucks
11:05
forty and divided by 45 bucks an hour. if that’s what their
11:07
an hour. if that’s what their goal is, and maybe we’ve got a
11:08
goal is, and maybe we’ve got a .88 budgeted hours here for
11:09
.88 budgeted hours here for that job. So what happened here
11:11
that job. So what happened here now is that we’ve set up a. a.
11:15
now is that we’ve set up a. a. Occurring service um, and if we
11:18
Occurring service um, and if we know what the crew assignments,
11:19
know what the crew assignments, we can stick it in there
11:20
we can stick it in there already, let’s see we’re going
11:21
already, let’s see we’re going in and doing it for maintenance
11:23
in and doing it for maintenance crew on here and maintenance
11:26
crew on here and maintenance crew one as well. It’s
11:27
crew one as well. It’s reoccurring service for both of
11:29
reoccurring service for both of them um there now, if you’re
11:33
them um there now, if you’re consolidating your cruise in
11:33
consolidating your cruise in the winter because you’re not
11:34
the winter because you’re not doing as much work, you could
11:35
doing as much work, you could have a separate crew
11:36
have a separate crew assignment, but the idea is
11:37
assignment, but the idea is your weekly maintenance. Here
11:38
your weekly maintenance. Here is part of the contract, so
11:41
is part of the contract, so it’s going to not fill out the
11:43
it’s going to not fill out the 3233, but the Facebook live by
11:45
3233, but the Facebook live by weekly maintenance is not part
11:47
weekly maintenance is not part of the installment that we
11:48
of the installment that we build up and above that on a
11:50
build up and above that on a daily. By weekly basis,
11:52
daily. By weekly basis, depending on how you set up
11:53
depending on how you set up your set up your billing set up
11:56
your set up your billing set up inside Service Autopilot we go
11:57
inside Service Autopilot we go in and hit save and now you can
12:00
in and hit save and now you can see the start dates going in
12:02
see the start dates going in for that year round contract
12:04
for that year round contract with a different frequency of
12:05
with a different frequency of weekly and biweekly and how it
12:07
weekly and biweekly and how it would line up the billing other
12:09
would line up the billing other than the installment contract
12:10
than the installment contract or not the installment and the
12:11
or not the installment and the key is when you’re in that
12:14
key is when you’re in that contract here.
12:18
Pull up the wrong contract
12:20
Pull up the wrong contract here, so I’ll pull up the exact
12:21
here, so I’ll pull up the exact one so you can see this is an
12:22
one so you can see this is an example, is that service at the
12:25
example, is that service at the bottom on the actions tab is
12:27
bottom on the actions tab is signifying what services are
12:29
signifying what services are included in this contract so
12:30
included in this contract so only the weekly maintenance not
12:32
only the weekly maintenance not the bi weekly maintenance. so
12:34
the bi weekly maintenance. so this will help you create more
12:36
this will help you create more of a Southern model year round
12:38
of a Southern model year round scheduling uh with installment,
12:40
scheduling uh with installment, billing and per visit as well.
12:42
billing and per visit as well. so a lot of times somebody may
12:43
so a lot of times somebody may have a set fixed amount for the
12:46
have a set fixed amount for the landscape maintenance contract,
12:48
landscape maintenance contract, but it doesn’t include maybe
12:49
but it doesn’t include maybe the pruning of trees that are
12:50
the pruning of trees that are ten or fifteen feet or above,
12:52
ten or fifteen feet or above, especially in the southern
12:53
especially in the southern market like Palm trees. That
12:54
market like Palm trees. That can be build up and above the
12:57
can be build up and above the actual installment contract as
12:59
actual installment contract as well, so um that is going to be
13:02
well, so um that is going to be um how you do it on the uh on
13:05
um how you do it on the uh on job contract. This is. Uh
13:09
job contract. This is. Uh what’s underneath that too, so
13:11
what’s underneath that too, so come to questions drop them
13:12
come to questions drop them below Khan’s corner. You ask a
13:15
below Khan’s corner. You ask a questions. We answer them live
13:16
questions. We answer them live right here on Facebook. so uh
13:19
right here on Facebook. so uh always happy to help out
13:20
always happy to help out anybody in the Service,
13:20
anybody in the Service, Autopilot ecosystem or in the
13:22
Autopilot ecosystem or in the service industry in general,
13:24
service industry in general, but uh this one particular came
13:26
but uh this one particular came out of the Service Autopilot
13:27
out of the Service Autopilot user groups so um shortly after
13:29
user groups so um shortly after this live video, I’ll be
13:30
this live video, I’ll be reposting it in that group to
13:32
reposting it in that group to help the individual ask a
13:32
help the individual ask a question Han’s corner. You ask
13:34
question Han’s corner. You ask the questions. We have some
English (United States) – Callahan’s Corner: Creating a year around service that is weekly then biweekly (with installments)