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Callahan’s Corner: Why Emailing Everyone In Your Software System Is A Bad Idea….

Video Transcript

00:00
Mike Callahan here with
00:03
Mike Callahan here with Callahan’s corner, Where are
00:04
Callahan’s corner, Where are you asking the questions? we
00:04
you asking the questions? we answered live right here on
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answered live right here on Facebook live so not exactly a
00:09
Facebook live so not exactly a submitted question to Simple
00:11
submitted question to Simple Growth directly, but I was in
00:12
Growth directly, but I was in one of the uh user groups for a
00:14
one of the uh user groups for a software that’s uh we use and
00:17
software that’s uh we use and somebody was asking how can I
00:20
somebody was asking how can I send an email blast out to
00:21
send an email blast out to everybody in my software and
00:23
everybody in my software and exclude like one or two people
00:27
exclude like one or two people um great question, but not
00:28
um great question, but not exactly the question. I’m gonna
00:29
exactly the question. I’m gonna be answering here because it
00:30
be answering here because it was a lot of comments back
00:32
was a lot of comments back talking about doing a generic
00:34
talking about doing a generic email blast with a lot of
00:36
email blast with a lot of disregard. Where they’re at in
00:38
disregard. Where they’re at in the customer life cycle So
00:41
the customer life cycle So customer life cycle is the
00:43
customer life cycle is the foundational part of marketing
00:45
foundational part of marketing in my opinion. This is
00:46
in my opinion. This is something that I learned nine
00:48
something that I learned nine or 10 years ago and it’s been
00:49
or 10 years ago and it’s been absolutely instrumental in both
00:51
absolutely instrumental in both of my businesses and life cycle
00:53
of my businesses and life cycle marketing is talking to people
00:55
marketing is talking to people where they’re at in the
00:57
where they’re at in the customer life cycle now, if
01:00
customer life cycle now, if you’re going to do a generic
01:01
you’re going to do a generic email blast, we need to really
01:03
email blast, we need to really think about how that is gonna
01:06
think about how that is gonna be portrayed. So let’s just say
01:08
be portrayed. So let’s just say we’re in August right now and
01:10
we’re in August right now and we’re. Doing an email blast to
01:13
we’re. Doing an email blast to all of the people in your
01:15
all of the people in your database in your software, no
01:16
database in your software, no matter what it is for aeration
01:19
matter what it is for aeration and overseeding or maybe fall
01:20
and overseeding or maybe fall clean up um but I like the
01:22
clean up um but I like the aeration overseeding example.
01:24
aeration overseeding example. This example, works really well
01:26
This example, works really well in home cleaning as well. uh
01:28
in home cleaning as well. uh but what we wanna do is start
01:31
but what we wanna do is start and have some logic and
01:33
and have some logic and reasoning about where our
01:36
reasoning about where our customer is and that life cycle
01:39
customer is and that life cycle market and potentially sales
01:40
market and potentially sales funnels. So I’m gonna really
01:41
funnels. So I’m gonna really start from the beginning and
01:42
start from the beginning and work it over here but. Before I
01:45
work it over here but. Before I kinda give you the high level
01:46
kinda give you the high level overview of why it’s so
01:48
overview of why it’s so important where I’m saying,
01:49
important where I’m saying, this is probably one of the
01:51
this is probably one of the biggest mistakes that you can
01:52
biggest mistakes that you can make in your marketing play is
01:53
make in your marketing play is I’ve seen a lot of larger
01:55
I’ve seen a lot of larger companies not take the time to
01:57
companies not take the time to dial in and have a automated
02:00
dial in and have a automated but personal conversations so
02:01
but personal conversations so whether you’re using
02:02
whether you’re using automations or just a generic
02:04
automations or just a generic email blast everyone in your
02:05
email blast everyone in your database, you should have
02:08
database, you should have segmentation in your database
02:10
segmentation in your database based on where they’re at and
02:11
based on where they’re at and the services. so it’s not only.
02:14
the services. so it’s not only. To say this person already has
02:17
To say this person already has the aeration and overseeding
02:20
the aeration and overseeding service, or they already have a
02:22
service, or they already have a weekly or biweekly cleaning
02:23
weekly or biweekly cleaning service, but we also need to
02:24
service, but we also need to know how many people have
02:27
know how many people have already requested an estimate
02:28
already requested an estimate for it and we’re in the sales
02:31
for it and we’re in the sales pipeline. we made it probably
02:31
pipeline. we made it probably don’t wanna tackle those folks
02:33
don’t wanna tackle those folks who wanna exclude them. um do
02:36
who wanna exclude them. um do they have a job on a waiting
02:38
they have a job on a waiting list. It’s such a product like
02:39
list. It’s such a product like Service Autopilot, where it’s
02:41
Service Autopilot, where it’s not a scheduled job per se like
02:43
not a scheduled job per se like we know the exact day and
02:44
we know the exact day and potentially the time, but
02:45
potentially the time, but they’re kind of in a holding.
02:48
they’re kind of in a holding. Waiting to schedule that job
02:48
Waiting to schedule that job because traditionally aeration
02:50
because traditionally aeration overseeding or fall clean, it
02:52
overseeding or fall clean, it doesn’t have to be done on a
02:53
doesn’t have to be done on a particular day. It’s it’s okay
02:54
particular day. It’s it’s okay to be done in a range. so what
02:57
to be done in a range. so what we see is a lot of larger
02:59
we see is a lot of larger companies that don’t understand
03:00
companies that don’t understand life cycle marketing well small
03:03
life cycle marketing well small businesses as well. So I’d say
03:04
businesses as well. So I’d say businesses of all sizes um, but
03:05
businesses of all sizes um, but I’m thinking one in particular
03:07
I’m thinking one in particular without mentioning any names
03:08
without mentioning any names they will email blast out all
03:12
they will email blast out all their client base and say hey
03:12
their client base and say hey it’s time for aeration and
03:15
it’s time for aeration and overseeding. Here’s some of the
03:15
overseeding. Here’s some of the benefits. Um click down below
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benefits. Um click down below to sign up and oh by the way if
03:20
to sign up and oh by the way if you’ve already signed up just
03:22
you’ve already signed up just disregard this email. but what
03:24
disregard this email. but what you’ve really done here is
03:25
you’ve really done here is you’re not talking to your
03:27
you’re not talking to your customer where they’re at in
03:28
customer where they’re at in the life cycle. You are
03:30
the life cycle. You are basically spamming your own
03:31
basically spamming your own client. that’s already begun to
03:32
client. that’s already begun to know like and trust you and
03:33
know like and trust you and you’re starting to devalue that
03:35
you’re starting to devalue that trust and value that you bring
03:37
trust and value that you bring so we really wanna talk to them
03:39
so we really wanna talk to them where they’re at so whether
03:40
where they’re at so whether you’re doing a manual, email
03:41
you’re doing a manual, email blast or an automated uh series
03:43
blast or an automated uh series of upsells we. we need to go in
03:45
of upsells we. we need to go in and have. Built around the
03:48
and have. Built around the service and talk, particularly
03:49
service and talk, particularly where they’re at and have some
03:51
where they’re at and have some safeguards now, especially if
03:54
safeguards now, especially if you’re in Canada. uh so it’s
03:55
you’re in Canada. uh so it’s simple. We work with companies
03:56
simple. We work with companies all over North America, in
03:58
all over North America, in England and Australia. um the
04:00
England and Australia. um the best practice really for US or
04:03
best practice really for US or Canada is to have a double
04:04
Canada is to have a double opt-in in there and have them
04:06
opt-in in there and have them give you permission to do this
04:07
give you permission to do this Email marketing So if you’re in
04:08
Email marketing So if you’re in Canada and you’ll get this
04:10
Canada and you’ll get this double opt, I believe the fine
04:11
double opt, I believe the fine can be upwards to $10000 an
04:13
can be upwards to $10000 an email in addition in the bottom
04:15
email in addition in the bottom footer. E-mail any business to
04:18
footer. E-mail any business to consumer, which is basically
04:19
consumer, which is basically what we’re doing business and
04:21
what we’re doing business and lawn care company home cleaning
04:21
lawn care company home cleaning company to consumer needs to
04:24
company to consumer needs to have that opt out there. You
04:25
have that opt out there. You can’t bury it best practice by
04:27
can’t bury it best practice by law you need to have that in
04:29
law you need to have that in there so we’re gonna talk to
04:30
there so we’re gonna talk to them specifically where they’re
04:31
them specifically where they’re at in the life cycle. We’re
04:33
at in the life cycle. We’re gonna build in some logic so if
04:33
gonna build in some logic so if they’re middle of an estimate
04:34
they’re middle of an estimate for it, they’re on a waiting
04:36
for it, they’re on a waiting list or several other things
04:37
list or several other things that may happen. We’re not
04:40
that may happen. We’re not gonna come have a conversation
04:41
gonna come have a conversation with them to get them to sign
04:42
with them to get them to sign up for that service If they’re
04:43
up for that service If they’re already signed up that makes us
04:44
already signed up that makes us look. Um so we wanna build that
04:48
look. Um so we wanna build that logic in there and so customer
04:49
logic in there and so customer life cycle marketing is really
04:52
life cycle marketing is really been the key to success in my
04:53
been the key to success in my business to Callahan’s and
04:54
business to Callahan’s and especially at a simple growth
04:57
especially at a simple growth so when somebody hits your
04:58
so when somebody hits your website or calls your office,
05:00
website or calls your office, you really wanna track what
05:01
you really wanna track what service they’re interested in
05:02
service they’re interested in so we can have an automated
05:04
so we can have an automated personal conversation around
05:05
personal conversation around the exact service. they’re
05:06
the exact service. they’re interested in and we’re not
05:07
interested in and we’re not gonna be a sleazy salesperson
05:09
gonna be a sleazy salesperson who immediately gonna follow up
05:10
who immediately gonna follow up with the thing we like to call
05:12
with the thing we like to call lead letter the five or reasons
05:12
lead letter the five or reasons why your business is different
05:14
why your business is different and next. That most
05:16
and next. That most importantly, and this is
05:16
importantly, and this is something that a lot of lawn
05:19
something that a lot of lawn care and home cleaning
05:20
care and home cleaning companies disregarded as no
05:22
companies disregarded as no value as we want to educate
05:24
value as we want to educate them. How to do that service as
05:26
them. How to do that service as a professional to create a
05:28
a professional to create a higher perceived value, make
05:28
higher perceived value, make you the expert in your market,
05:30
you the expert in your market, But, in addition we want to
05:31
But, in addition we want to overcome any sales or price
05:32
overcome any sales or price objections associated with that
05:34
objections associated with that specific service So once again,
05:36
specific service So once again, we’re talking them to as a lead
05:39
we’re talking them to as a lead that requires AAA lawn mowing
05:43
that requires AAA lawn mowing estimate, then once we submit
05:44
estimate, then once we submit that estimate, we’re gonna do a
05:45
that estimate, we’re gonna do a process that. 20 days to close,
05:47
process that. 20 days to close, but it’s an automated follow-up
05:50
but it’s an automated follow-up that’s gonna have five or more
05:51
that’s gonna have five or more touches across email text and
05:52
touches across email text and phone call or ringless
05:54
phone call or ringless voicemail, and now they are a
05:55
voicemail, and now they are a lawn mowing customer with an
05:58
lawn mowing customer with an estimate that needs to be
06:00
estimate that needs to be closed or potentially lose the
06:02
closed or potentially lose the estimates. So we’ve got it if
06:03
estimates. So we’ve got it if if else basically there now on
06:06
if else basically there now on the most perfect situation. now
06:08
the most perfect situation. now we’ve won the estimate and we
06:09
we’ve won the estimate and we have a lawn mowing customer
06:11
have a lawn mowing customer that needs the welcoming and
06:12
that needs the welcoming and wow acclamation to the
06:14
wow acclamation to the welcoming email with a credit
06:15
welcoming email with a credit card on boarding a 3060 90 day.
06:17
card on boarding a 3060 90 day. Follow up if it’s a re. Service
06:20
Follow up if it’s a re. Service So once again, we’re
06:20
So once again, we’re customizing our conversation,
06:24
customizing our conversation, that’s automated on where
06:25
that’s automated on where they’re at in the life cycle.
06:26
they’re at in the life cycle. markets was the first service
06:28
markets was the first service in a reoccurring service or as
06:28
in a reoccurring service or as the first service in a one-time
06:31
the first service in a one-time service. Those are things that
06:32
service. Those are things that need to be put in there because
06:34
need to be put in there because it would look really foolish
06:35
it would look really foolish should be followed up, 3060 and
06:37
should be followed up, 3060 and 90 days for somebody that had
06:39
90 days for somebody that had only a one time uh aeration
06:41
only a one time uh aeration overseeing is the first
06:42
overseeing is the first service. It’s gonna look really
06:44
service. It’s gonna look really out of whack so we need to
06:45
out of whack so we need to customize where they’re at and
06:47
customize where they’re at and that life cycle marketing now.
06:50
that life cycle marketing now. Just like we do at home
06:51
Just like we do at home cleaning um if they sign up for
06:54
cleaning um if they sign up for an initial clean or maybe in a
06:55
an initial clean or maybe in a lawn care if they sign up for
06:57
lawn care if they sign up for an initial aeration overseeing
06:58
an initial aeration overseeing and that’s a one-time service
06:59
and that’s a one-time service within a five to 7 day span if
07:01
within a five to 7 day span if they didn’t sign up for a
07:03
they didn’t sign up for a reoccurring service, we
07:06
reoccurring service, we automatically trigger a process
07:07
automatically trigger a process saying hey, it looks like
07:09
saying hey, it looks like you’ve signed up for our
07:11
you’ve signed up for our aeration and overseeding
07:12
aeration and overseeding services. We hope the service
07:14
services. We hope the service is great most of our clients
07:16
is great most of our clients that provide aeration and
07:18
that provide aeration and overseeing services to also
07:19
overseeing services to also have a four to five step.
07:22
have a four to five step. Fertilization program or weekly
07:23
Fertilization program or weekly mowing services, So based on
07:25
mowing services, So based on where you’re at and your
07:26
where you’re at and your service selections, this would
07:27
service selections, this would marry up nicely and we would
07:30
marry up nicely and we would upsell that ancillary service
07:32
upsell that ancillary service so uh if you’re watching this
07:34
so uh if you’re watching this on August 17th on Monday,
07:36
on August 17th on Monday, August 19th on Wednesday at 7
07:38
August 19th on Wednesday at 7 PM, Eastern I’ve actually got a
07:38
PM, Eastern I’ve actually got a free webinar. A free thing here
07:40
free webinar. A free thing here on simple growth where you
07:42
on simple growth where you actually learn the secrets of
07:43
actually learn the secrets of selling your services, but this
07:45
selling your services, but this is um kind of the foundational
07:46
is um kind of the foundational parts of it. So we’re we’re
07:48
parts of it. So we’re we’re upsell based on the service
07:49
upsell based on the service they have or. Have in having an
07:53
they have or. Have in having an actual conversation where we
07:54
actual conversation where we can provide real value in a
07:55
can provide real value in a short amount of time, so that’s
07:56
short amount of time, so that’s very important and then um on
07:59
very important and then um on the end of that customer life
08:01
the end of that customer life cycle. If we have a reoccurring
08:03
cycle. If we have a reoccurring service or upselling other
08:06
service or upselling other additional services based on
08:06
additional services based on the timing, we have a one-time
08:07
the timing, we have a one-time service. We’re gonna upsell a
08:09
service. We’re gonna upsell a reoccurring service and then
08:10
reoccurring service and then upsell again other ancillary
08:12
upsell again other ancillary service based on the time of
08:13
service based on the time of the season, and then eventually
08:15
the season, and then eventually we may lose an estimate so we
08:18
we may lose an estimate so we want the ability to know we’ve
08:19
want the ability to know we’ve lost an estimate for weekly
08:20
lost an estimate for weekly mowing or weekly cleaning and
08:22
mowing or weekly cleaning and be able to go out and nurture
08:23
be able to go out and nurture and reactivated the appropriate
08:24
and reactivated the appropriate time once again based on that.
08:27
time once again based on that. Life cycle and then finally no
08:29
Life cycle and then finally no matter how good the service is
08:30
matter how good the service is someone’s eventually going to
08:32
someone’s eventually going to cancel so we wanna be able to
08:33
cancel so we wanna be able to have an imaginary bucket per
08:34
have an imaginary bucket per service to be able to go out
08:36
service to be able to go out and reactivate and do some
08:38
and reactivate and do some long-term nurture to get that
08:38
long-term nurture to get that client to reactivate and
08:40
client to reactivate and request an estimate for the
08:41
request an estimate for the service they cancelled uh at my
08:43
service they cancelled uh at my company, we’re finding about a
08:44
company, we’re finding about a two to 3% reactivation of all
08:46
two to 3% reactivation of all of our cancelled clients cuz a
08:48
of our cancelled clients cuz a lot of times we find out that
08:50
lot of times we find out that 80% of cancelled clients are in
08:52
80% of cancelled clients are in different. They don’t love our
08:53
different. They don’t love our company. They don’t hate our
08:54
company. They don’t hate our company. We’ve just failed to
08:55
company. We’ve just failed to wow them or maybe a cheap. Uh
08:59
wow them or maybe a cheap. Uh competitors come in and they’ve
09:00
competitors come in and they’ve gone for the price cut and
09:02
gone for the price cut and realize the services’ that good
09:03
realize the services’ that good on that side of the street or
09:04
on that side of the street or maybe they got a college kid
09:06
maybe they got a college kid coming home. That’s want to
09:07
coming home. That’s want to make some extra money clean the
09:08
make some extra money clean the house or cutting the lawn for
09:10
house or cutting the lawn for books and college expenses, and
09:12
books and college expenses, and that student has moved out of
09:13
that student has moved out of the house and they need a
09:16
the house and they need a professional service to jump
09:17
professional service to jump back in. so probably a lot of
09:19
back in. so probably a lot of times it has nothing to do with
09:19
times it has nothing to do with your service business when
09:21
your service business when people cancel, but a lot of
09:23
people cancel, but a lot of times people are crumple up the
09:24
times people are crumple up the estimate we lose and physically
09:25
estimate we lose and physically throw it or imaginary throat in
09:26
throw it or imaginary throat in the garbage. We paid for those
09:28
the garbage. We paid for those leads why not nurture and
09:30
leads why not nurture and reactivate and the same thing
09:31
reactivate and the same thing with cancelled folks um a lot
09:32
with cancelled folks um a lot of 80% of the time. It’s not
09:34
of 80% of the time. It’s not our fault why they cancelled.
09:35
our fault why they cancelled. They’re just indifferent. so
09:37
They’re just indifferent. so let’s go and give them some
09:38
let’s go and give them some nurture build the value back up
09:39
nurture build the value back up and hopefully it’s reciprocity
09:40
and hopefully it’s reciprocity when they’re ready to switch or
09:42
when they’re ready to switch or come back. They’re ready um but
09:44
come back. They’re ready um but that’s the idea and the idea
09:46
that’s the idea and the idea here is do not in my opinion.
09:48
here is do not in my opinion. Brook’s practice do not do
09:51
Brook’s practice do not do generic email blast trying to
09:53
generic email blast trying to upsell your service and now
09:54
upsell your service and now General communication about
09:55
General communication about rain delay and things like
09:56
rain delay and things like that. Appropriate um, but even
10:00
that. Appropriate um, but even then you may not wanna set a
10:02
then you may not wanna set a general email about rain delay
10:03
general email about rain delay if you’ve got somebody on a
10:05
if you’ve got somebody on a waiting list for a service in a
10:07
waiting list for a service in a month down the road cuz that’s
10:08
month down the road cuz that’s gonna look kinda goofy um so we
10:10
gonna look kinda goofy um so we really wanna have those
10:11
really wanna have those communications that we send out
10:13
communications that we send out one to many in an email blast
10:14
one to many in an email blast or an automation really dialed
10:17
or an automation really dialed in to customer life cycle
10:18
in to customer life cycle marketing, so we need to know
10:19
marketing, so we need to know the status if they’re a
10:20
the status if they’re a customer or not um is that lead
10:22
customer or not um is that lead been closed. Is it a cancelled
10:24
been closed. Is it a cancelled client or a lost estimate? Is
10:26
client or a lost estimate? Is it someone? May already have a
10:29
it someone? May already have a job on a waiting list for a
10:30
job on a waiting list for a fall clean up um and already
10:32
fall clean up um and already requested that we just haven’t
10:33
requested that we just haven’t gotten to yet. So that’s that’s
10:35
gotten to yet. So that’s that’s not a Email blast. You wanna
10:37
not a Email blast. You wanna send out cuz you’re
10:38
send out cuz you’re discrediting yourself so I
10:39
discrediting yourself so I really suggest segmenting your
10:40
really suggest segmenting your database and standardizing your
10:43
database and standardizing your service names and keep it
10:45
service names and keep it simple and this Wednesday here
10:47
simple and this Wednesday here on August 19th at 7 PM Eastern
10:49
on August 19th at 7 PM Eastern On The Simple Growth Facebook
10:51
On The Simple Growth Facebook page. I’m gonna be breaking
10:52
page. I’m gonna be breaking down exactly step by step how
10:53
down exactly step by step how to have an automated uh upsell.
10:57
to have an automated uh upsell. Um that’s going to return
11:00
Um that’s going to return massive investments and in some
11:00
massive investments and in some cases how to increase your
11:04
cases how to increase your client lifetime value for just
11:05
client lifetime value for just that 12 month period Uh by
11:07
that 12 month period Uh by about 75% um and we all know
11:09
about 75% um and we all know it’s easier to sell to our
11:10
it’s easier to sell to our existing clients because they
11:11
existing clients because they know like and trust us uh
11:13
know like and trust us uh versus going out and having to
11:16
versus going out and having to sell uh work to new people that
11:18
sell uh work to new people that don’t know you cuz that client
11:20
don’t know you cuz that client acquisition cost is gonna cut
11:20
acquisition cost is gonna cut into your profits, but once you
11:22
into your profits, but once you have a solid base of customers
11:24
have a solid base of customers um avoiding doing Email blast
11:26
um avoiding doing Email blast in general marketing is gonna
11:28
in general marketing is gonna continue to keep your list
11:29
continue to keep your list fresh and we’re providing. They
11:32
fresh and we’re providing. They need it, and we’re continue to
11:33
need it, and we’re continue to build that reciprocity so
11:36
build that reciprocity so hopefully that helps uh around
11:37
hopefully that helps uh around that question that was posted
11:39
that question that was posted in a Facebook group around
11:40
in a Facebook group around email blasting everybody out uh
11:41
email blasting everybody out uh and in addition, check it out
11:43
and in addition, check it out at uh 7 PM Eastern this
11:45
at uh 7 PM Eastern this Wednesday, August 19th. Uh
11:47
Wednesday, August 19th. Uh right on the page we’re gonna
11:48
right on the page we’re gonna break down the steps very
11:51
break down the steps very simply how to build an upsell
11:52
simply how to build an upsell machine in your business and
11:54
machine in your business and raise that client lifetime
11:55
raise that client lifetime value for the year between 75
11:56
value for the year between 75 and 100% almost double it. so
11:58
and 100% almost double it. so uh Really Good Stuff and those
12:00
uh Really Good Stuff and those things add bottom line profits
12:02
things add bottom line profits because if you’re looking at
12:03
because if you’re looking at your service business right.
12:05
your service business right. Especially in the lawn care
12:06
Especially in the lawn care industry, you’ve recovered the
12:08
industry, you’ve recovered the majority of your overhead for
12:08
majority of your overhead for the whole entire year. So this
12:10
the whole entire year. So this is the time you wanna put the
12:11
is the time you wanna put the pedal to the metal and not let
12:13
pedal to the metal and not let up and go out and upsell those
12:15
up and go out and upsell those really profitable services like
12:16
really profitable services like aeration and overseeding or
12:18
aeration and overseeding or fall clean ups um or especially
12:20
fall clean ups um or especially holiday lights as well so
12:21
holiday lights as well so looking forward to seeing
12:22
looking forward to seeing everybody this Wednesday,
12:24
everybody this Wednesday, August 19th at the Facebook
12:25
August 19th at the Facebook page 7 PM Eastern um Callahan’s
12:28
page 7 PM Eastern um Callahan’s corner. You ask the questions
12:29
corner. You ask the questions we answered live right here on

SA Weekly Talk Show – Dominating Your Market

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 hey
00:09
welcome back to another essay weekly
00:11
talk show
00:13
uh i am here as always doing we’re
00:16
switching it up
00:16
this week and i’m doing the intro for
00:19
mike mike callahan from simple growth
00:21
uh essay certified advisor mike thank
00:24
you
00:24
so much for uh doing a presentation for
00:27
us bringing us a little blast from the
00:28
past
00:29
yeah absolutely i’m going to be talking
00:30
about dominate your market the blueprint
00:33
offer action and i’m going to pop the
00:35
screen here so you can actually see the
00:36
slide deck but
00:38
basically an updated version of my sa5
00:41
talk and give you a little background of
00:42
the talk
00:43
and what um kind of precipitated this
00:46
was
00:46
jonathan the co-founder service auto
00:48
pilot and
00:49
of the uh lawn care millionaire uh
00:52
created a pr uh a conversation about
00:55
going out and dominating your market
00:56
this was basically step two so this was
00:58
the
00:59
uh jonathan talked about the overall
01:01
theory of going in and dominating your
01:03
market and then what i did is
01:05
uh what you’re going to see here is how
01:06
to actually take jonathan patoshnik’s
01:08
theory of dominating your market and
01:09
actually how to use that theory
01:11
and actually utilize it by utilizing
01:14
service autopilot
01:15
as your tool to go out and dominate your
01:16
market as well as some other things
01:18
as well so we’re going to be talking
01:20
about uh how to sell gateway services
01:22
over the phone offline marketing
01:24
um and getting some examples how in my
01:26
company callahan’s lawn care went up
01:27
with nine different pieces
01:28
and actually had a little over 300 000
01:31
direct mail pieces cody
01:33
and that’s right 300 000 literally about
01:35
a month and a half um so i’m going to
01:36
show you the game plan
01:37
how we broke that down and then um
01:41
the different trip trips and tricks
01:42
right now of digital marketing so what
01:44
was
01:45
applicable at sa5 and some of the new
01:47
things that we really should be looking
01:48
at in our marketing plan to go out and
01:50
dominate our market for this fall and
01:52
uh even going into next season of 2021
01:55
so some of this stuff just doesn’t
01:56
happen overnight we want to go in
01:58
and start building a foundation of a
02:00
marketing plan a budget and a plan of
02:02
attack
02:02
so um had a great essay weekly last week
02:06
with
02:06
martha woodward with qds i’m still
02:08
looking for an extra pair of shades and
02:10
trunks to meet them down at
02:11
qds2021 but as we pop into this cody do
02:14
you have any comments questions before
02:16
we flip the screen and kind of get into
02:18
it no let’s put rubber to the road
02:20
all right perfect so like i said we’re
02:22
talking about
02:23
uh the continuation of jonah patosnik’s
02:26
talking with jonathan’s talk
02:28
really talked about is really focusing
02:30
in on
02:31
making some actions happen in your
02:33
business to actually really grow and
02:35
dominate and outscale your competitors
02:37
but
02:37
one of the things that i at least
02:39
learned in my business
02:41
is that if we’re going to go out and
02:43
have rapid
02:45
excessive growth just like we did at
02:46
callaghan’s and even its simple growth
02:48
where we scaled a little over 467
02:51
percent in q1
02:52
of last year um and uh very similar
02:56
growth
02:56
again in 2020 uh there was certain
02:59
things that i’m going to
03:01
want to dive into before we actually go
03:03
into the blueprint and
03:04
the first thing we’re going to talk
03:05
about is the bottlenecks of growth and
03:08
how to overcome them and especially
03:09
right now with kobit
03:10
we’ve got some issues going on uh with
03:13
labor to say the least
03:14
so we’re going to go in and show you how
03:16
to tackle the labor
03:19
and creating that virtual bench and the
03:22
second part
03:23
of the things foundation you really want
03:25
to set up your business before you grow
03:26
that business is
03:28
your office and the workflow
03:31
particularly
03:32
in service autopilot but really the
03:33
whole workflow so
03:35
the biggest uh well i guess one of the
03:37
biggest pivotal points in my learning
03:39
was when i actually had the
03:41
ability to go out to service autopilot’s
03:43
original office
03:44
and it was like in a strip mall
03:46
basically but um development was one
03:48
side of the
03:49
the parking lot and uh support and
03:51
training was on
03:52
the other side of the parking lot uh but
03:54
it was interesting because it was myself
03:56
uh jonathan obviously and
04:00
uh garrett matthews and chad cranston
04:02
amongst two other
04:03
individuals but that’s when i met
04:05
garrett and chad and that was pretty
04:06
instrumental in
04:07
the way i looked at business and how i
04:09
wanted to go out and out learn my
04:11
competition but
04:12
uh really unique situation in the early
04:15
days of assay you could pay
04:16
a a decent chunk of money but actually
04:19
have a two day or two and a half day
04:21
sit down round table with jonathan and
04:24
the one thing that i went there and
04:25
wanted to learn was as we were about to
04:27
scale to a million and beyond
04:29
how do i set up my internal office to
04:32
handle
04:32
the influx of phone calls and estimates
04:36
that are going to happen because i knew
04:37
if we went out and dropped 35 or 40 000
04:40
and estimating uh or in
04:43
in marketing and had an influx of
04:45
estimates the wheels would have fell off
04:47
the business
04:48
immediately um and one thing jonathan
04:50
talked about in his talk which was
04:51
interesting is
04:53
test the waters don’t go all in i made
04:56
the mistake of
04:56
literally dropping 30 to 40 000 over
04:59
about a month and a half period in new
05:00
york and
05:02
the phones exponentially exploded
05:04
thankfully i had learned from jonathan
05:06
in the sa team at that round table
05:08
how you need your software set up and if
05:10
you’ve been watching any of my videos
05:11
that foundational workflow of the
05:14
flowchart of lead acquisition through
05:15
estimating to scheduling billing and
05:17
fulfillment
05:18
really is that uh take away what i took
05:20
away from those two and a half days so
05:22
um as we’re diving there i just want to
05:25
throw a little caution the wind
05:27
you want to test this in little chunks
05:28
before you go out and drop
05:30
30 to 40 thousand dollars in an
05:31
advertising budget or
05:33
whatever that may be a substantial gain
05:36
on whatever
05:36
you’re doing now and if you’re not doing
05:38
any and you’re just maybe going in for a
05:39
couple grand you’re still going to see a
05:41
quite an influx from what you’re used to
05:42
so just be aware
05:43
that that’s the case so foundationally
05:45
we want to make sure that office is set
05:47
up correctly and we want to look at the
05:49
three major bottlenecks of growth and
05:52
we’re going to focus on
05:54
labor today we need to address labor
05:57
first and double down so the three
05:59
bottlenecks of growth are really growing
06:00
fast without the right people
06:02
growing fast without knowing your
06:03
numbers and growing fast without
06:06
enough cash flow so either one of these
06:08
three things
06:09
will literally destroy you in your in
06:11
the process so the first thing is
06:13
jonathan talks about building and
06:14
growing that virtual bench
06:17
and the idea is the methodologies you
06:19
want to really go out and
06:20
constantly be recruiting for each person
06:22
in position in your business before you
06:24
need them because if you’re looking for
06:26
them
06:27
uh before when you need them it’s too
06:29
late so you want to go out and
06:30
constantly interview once a week i’d say
06:32
to bare minimal
06:32
for every position and maybe even your
06:34
own position that’s how i found my
06:36
replacement
06:37
of the gentleman that ran my business
06:38
but the idea is we’re creating this
06:40
virtual
06:40
labor pool or virtual bench and have the
06:43
ability through an automation or even a
06:45
manual process to be able to go in and
06:46
sort down
06:47
hey i want all my a applicants from the
06:49
last 20 days or 30 days
06:51
and now you’ve got a glorified hiring
06:53
checklist so when you have that employee
06:54
that
06:55
comes in and uh the guy or girl they’re
06:58
working with is a no call no show that’s
06:59
when you’re probably gonna get
07:00
blackmailed cody for hey i want a dollar
07:01
an hour raise if i got to work by myself
07:03
today
07:04
um so it’s going to guard you from uh
07:07
your internal team right now so you are
07:09
back in control
07:11
but more in um perspective of this talk
07:13
is
07:14
growing fast without the right people
07:16
you need that virtual bench because when
07:17
you slam the gas on
07:19
uh for that sales machine you are going
07:22
to need to add bodies in there so you
07:23
better have that pipeline of ready
07:25
employees ready to go
07:26
and then um before you go out and make
07:29
that massive
07:30
growth uh play we want to know our
07:32
numbers are we pricing our jobs
07:34
correctly
07:34
uh do we know what it costs us per hour
07:36
to break even uh
07:38
before we make a profit and what’s the
07:40
desired dollar per hour that we’re
07:42
supposed to do and hopefully have some
07:43
production
07:44
rates as well um we don’t want to be
07:46
basing our numbers on the competitor
07:48
down the street because that’s going to
07:49
be a recipe for failure and
07:51
um cash is king we want to make sure we
07:54
have enough cash flow in
07:56
our reserve so one of the other speakers
07:58
at sa
07:59
uh three and i believe it was sa six was
08:02
mike mikallowitz uh
08:04
profit first and pumpkin plan so what i
08:06
really recommend is type it into profit
08:08
first and figure out
08:10
what those cash flow allocations look
08:11
like and being able to see the ebbs and
08:13
flow of your cash flow before you go in
08:16
and make a really strong play like this
08:17
because
08:18
if you go in and double or triple or
08:20
even like simple gross case growing by
08:21
400 percent a quarter
08:23
if you don’t have that cash war chest
08:25
and have a projection of what your cash
08:27
outlay is going to be
08:28
uh you can literally bankrupt your
08:30
business overnight so those are big
08:31
things that we need to look at before we
08:34
pump the gas on this exponential growth
08:37
so the cost of a bad to your team cody
08:39
traditionally
08:40
um is two to three times the person’s
08:43
salary and i kind of looked at that and
08:44
i said well that
08:45
based on the stats before i did this
08:47
talk that seems ridiculously high that
08:49
can’t be possible
08:50
um but the stats i’ve got here are
08:52
actually kind of interesting so
08:54
turnover was a major problem in
08:57
callahan’s lawn care
08:58
and that created some indirect costs
09:01
there
09:02
and based on obviously got the direct
09:05
cost of help ads
09:06
screening interview training bonuses
09:07
those are obvious but the indirect cost
09:10
is that employee turnover and having to
09:11
continue to retrain those ploy
09:13
employees and then based on the
09:15
inconsistency of the new employees and
09:17
the training
09:18
while they’re still getting acclimated
09:20
you’ve got lower customer satisfaction
09:22
and then we went in and looked at the
09:25
damage caused by some of these wrong
09:27
hires they weren’t a good fit we kind of
09:28
knew they weren’t a good fit but then
09:30
we kind of let that go in the early
09:32
years um so we’ve got lower customer
09:34
satisfaction we get cancellations and
09:37
then
09:38
having the wrong people on the wrong
09:39
seat to the bus like you have the best
09:41
weed whacker the best mower the best
09:43
cleaner
09:44
um but if they’re not a good fit for
09:46
your business culturally and how you
09:48
work
09:48
it’s going to take your a players and
09:50
probably drag them down to b so you’re
09:51
gonna have a loss in productivity
09:53
and then loss in morale so not only is
09:55
it affecting
09:56
the new folks you’re bringing in but can
09:58
also negatively affect your core
10:00
eight players on the team because these
10:02
things are starting to
10:04
wear on them because the weight of that
10:06
is really going to be held on their
10:07
shoulders so
10:08
as we’re looking at i kind of said you
10:09
know two to three times a person’s
10:10
salary from the stats
10:12
all over the internet the different
10:13
books i was reading that seems kind of
10:15
crazy
10:15
so i actually went in and did some
10:17
research of some of the bad hires that
10:19
we had at callaghan’s and we were
10:21
anywhere from 25 to 30 employees
10:23
depending on the season
10:24
um plus subcontractors but cody any idea
10:27
uh if you’re looking at a million and
10:28
beyond business
10:29
the cost of a bad hire in the field not
10:32
management
10:33
what would that run and i i’m gonna on
10:35
the next slide here i’m actually gonna
10:36
show you what it cost us on average
10:38
i would bet from because i do not
10:41
remember this talk so i’m not cheating
10:43
uh i would bet that the way that you are
10:47
talking about it is going to lead to
10:48
it cost you more than two to three times
10:50
this person’s salary
10:52
so if you’re to throw a ballpark number
10:54
out there and i mean we’re telling
10:56
and i i sorted through some of the
10:57
horror stories but i mean these were
10:59
these were individuals that we should
11:00
have
11:01
either coached up or coached out and we
11:02
didn’t and things happened and then
11:04
we kind of figured out over a 12 or 13
11:07
month tenure how what this actually cost
11:08
us
11:09
um so let’s so
11:12
taking into account like customer
11:14
cancellation
11:15
uh or like customer satisfaction where
11:18
like they don’t like what you’re doing
11:19
week to week
11:20
so call backs complaints got to go back
11:22
we didn’t blow off the patio set
11:24
whatever that
11:24
was i’m to say uh
11:28
100k pretty close 125
11:33
000 so before we go out and scale that
11:36
business
11:37
we need to make sure um and i’m reading
11:39
off some notes here but we
11:41
we figured it covered customer cancels
11:43
damage
11:44
um production projected production drops
11:47
due to morale and motivation kind of our
11:49
budget versus actual
11:51
um and then what we looked at is said
11:53
okay well based on
11:54
that uh we need to figure out how to fix
11:57
our labor cost so we went in and created
11:59
a piece rate pay system
12:01
uh so we paid the guys and girls on a
12:03
budgeted uh
12:04
time and they got paid for the budgeted
12:06
time
12:07
um not the straight time obviously
12:09
there’s overtime rules and things you
12:10
need to be applicable if you’re watching
12:11
this
12:12
uh but the goal for also was to actually
12:14
get them more money than they would have
12:15
made with overtime uh but what we were
12:18
looking at
12:18
is with that piece rate pay system we
12:20
were being able to generate per crew an
12:22
extra 12 to 1300
12:24
a week without changing a guy or girl on
12:26
that crew
12:27
and or a piece of equipment but what
12:29
that did is it started to
12:31
change the way we looked at
12:35
hiring and there was some very three
12:37
distinct
12:38
things that we came up with that
12:40
actually helped and i want to share
12:42
those
12:42
um and they’re really they’re three low
12:44
cost high return hiring strategies so
12:46
the interviews
12:48
are screening for values alignment so
12:51
i’ve used the example before but i’ll
12:52
use it again because it really works so
12:54
one of our core values is
12:55
we’ll do what we say we’ll do uh at
12:57
callahan’s is one of the core values we
12:59
had
12:59
um so on a interviewing screening call
13:02
the office could one of the questions
13:03
that asked like hey how do you feel if
13:05
someone says they’re going to call you
13:07
back but they never do
13:08
that’s an alignment for our values how
13:10
are they aligning
13:12
uh with things that we’re actually
13:13
standing for now if they’re like yeah
13:15
whatever it’s
13:15
not a big deal if they call me back or
13:16
not that’s a red flag was that that’s
13:18
not a cultural alignment
13:20
then we had job descriptions that
13:22
focused on the culture so
13:23
just like um we’ll do what we say we’ll
13:26
do we had another
13:27
uh one that was basically we give you
13:28
the lifestyle you desire it was actually
13:30
twofold
13:32
and when we built that uh over an elite
13:34
momentum
13:35
and forum that we were looking at we
13:38
wanted to give our employees
13:40
the lifestyle they desired so if they
13:42
wanted to be out by three o’clock
13:43
to go see their kids baseball game or
13:45
football game or ballet class whatever
13:47
that was
13:48
that was an alignment we wanted to
13:49
empower them to make as much money as
13:51
possible but with a quality constraint
13:53
get paid for maybe till five o’clock
13:55
with that budgeted time so now we’re
13:57
starting to drive the ability for them
13:59
to almost run
14:00
their own little business within ours
14:02
and i’m going to show you actually some
14:03
job descriptions and some help ads that
14:04
we did later in the talk
14:06
that focus on some of this but the idea
14:08
here is these job descriptions
14:10
focused on the culture that we had and
14:12
we also had it on the front end of the
14:14
focus of culture
14:15
we wanted to give our customers the
14:17
lifestyle they desired so just like our
14:19
internal employees maybe
14:21
our customer wanted to go to their kids
14:23
sports event
14:24
um and not have to worry about cutting
14:26
the lawn on the weekends or
14:27
cleaning the house or whatever that was
14:29
so it was two-fold it was internal and
14:31
external
14:33
and then the final thing was standard
14:35
selection
14:36
processes we talked about jonathan in
14:38
building that virtual
14:39
bench what we had built into an
14:41
automated process that originally was um
14:44
not automated so it was manual so if
14:46
you’re not automating things yet this
14:47
still applies but we have a standardized
14:49
selection
14:49
process and that process literally is
14:52
going into an online application
14:54
that makes them jump through some
14:56
virtual hoops to make sure they’re
14:57
actually
14:58
ready to apply for the job and we’re
15:00
trying to buy some time back as well
15:01
but once they get through that
15:02
application uh part of the process is
15:04
somebody in the office is gonna set up
15:06
an interview date and time with them and
15:07
plug that into a master
15:09
form and then that automation is going
15:11
to either email or text message them the
15:13
week the week before the day before the
15:14
interview
15:15
and give them some homework going down
15:17
the dmv to get a driver’s abstract now
15:19
if you’ve been to
15:20
the dmv lately cody but let me tell you
15:22
if you’ve been there
15:23
uh if they got there and waited through
15:25
that list and actually
15:27
uh got that driver’s abstract by the
15:28
time they got to the virtual interview
15:30
or the in-person interview we knew
15:31
somebody
15:32
um was actually interested in that job
15:34
and then
15:35
we standardized the questions it wasn’t
15:37
always the same exact five questions
15:39
that we’d ask we’d ask more
15:40
but there was at least five that we ever
15:42
we asked every applicant
15:44
and they also focused on that culture
15:46
and alignment and if they were a good
15:47
fit
15:48
but the idea is we had a non-bias of at
15:50
least five questions every applicant
15:51
would get asked
15:52
and then we would rank them a b and c in
15:55
that automation then we could pull up
15:56
that virtual bench or that qualified
15:58
labor pool uh but right now the labor
16:00
market’s tough so these three
16:02
uh low cost high return strategies the
16:04
ones we use to
16:06
help tackle those indirect costs upfront
16:09
and hopefully alleviate
16:10
the no shows the turnover the cancels
16:12
and the effect of morale of our
16:14
um folks in the field or even in the
16:17
office for that matter
16:18
so as we’re looking at before before you
16:21
get into
16:22
this next slide here um
16:26
the the hiring landscape is is really
16:29
different right now
16:30
than it was you know last season when
16:33
people were trying to staff up
16:35
because of the amount of layoffs that
16:37
we’ve had
16:39
how do you think people should be going
16:41
after
16:42
like non-traditional applicants
16:46
well i still think right now uh for what
16:48
we’re seeing is indeed right now is
16:49
probably a hot spot
16:50
um there’s some other plays that right
16:53
now
16:54
that that we traditionally did and i
16:56
think jonathan has done it as well he’s
16:57
probably talked about it as academy but
16:59
um
17:00
traditionally we had a very large
17:02
hispanic or guatemalan workforce
17:04
so we would actually sometimes go out
17:06
and recruit at some of the churches
17:08
um and talk to the pastor to see if we
17:10
could somehow
17:11
either donate some money to the church
17:13
or somehow get into that ecosystem
17:15
couple of our managers actually went to
17:16
the church services
17:18
um but our we knew our core group of
17:20
guatemalan employees
17:22
uh hung out at certain churches in
17:23
certain areas on the weekend so we went
17:24
there to actually re
17:26
try to recruit them and then in addition
17:29
we had uh i would say
17:31
as far as our american workforce there
17:32
was two or three trailer parks that a
17:34
lot of the guys and girls lived at
17:36
uh so we did some heavy extensive um
17:39
basically advertising to those trailer
17:42
parks as well as doing a referral
17:43
program
17:44
uh we’d always laugh like hey if
17:46
somebody’s car broke down or these guys
17:47
couldn’t get to work
17:48
we might as well just buy a bus and just
17:50
send it over because it was literally it
17:51
was a central area between
17:53
three or four trailer parks so that was
17:54
those were our key areas that we found
17:57
our best employees were hanging out yeah
18:01
does that make sense yeah so what i’m
18:04
thinking
18:04
is uh like i
18:08
know a ton of people who worked in
18:12
the service industry like restaurants
18:15
bars who are out of work right now
18:19
um and i mean as you know from
18:22
your days uh uh djing
18:26
if you don’t know about that uh martha
18:29
will send you a picture
18:30
i get in touch with martha complete with
18:31
frosted tips but no i mean
18:33
and actually when i was a nightclub dj
18:35
um
18:36
depending on the individual they were
18:37
great they were great folks because that
18:40
it was the opposite work shift uh as
18:42
long as they’re responsible at night and
18:43
we’re not not only benders they were
18:45
they were really great and it was
18:46
non-traditional
18:47
uh but they were used to standing on
18:49
their feet and going 24 7
18:50
and a lot of chaos around them so they
18:52
were um those were great folks
18:54
especially the bouncers and the
18:55
bartenders
18:57
but i’m just trying to get strategies
18:58
out of you for pursuing
19:00
you know like back of house people at
19:02
restaurants and
19:03
even like waiters in the front of the
19:04
house like you said they’re used to
19:06
being on their feet
19:07
pushing all day uh and
19:10
you know the kitchen may be
19:11
air-conditioned but it’s not like
19:14
yep you’re used to that so the kitchen’s
19:17
a tough one
19:18
um i’m not sure how but what i will tell
19:19
you is business cards here
19:21
always have money uh i won’t mention the
19:24
fast food joint but there was one local
19:25
one here that
19:26
uh there was two or three individuals
19:28
working that fast food um
19:30
window kind of and just like they
19:32
weren’t lawn care folks but
19:34
i will tell you if you can grab somebody
19:36
that can run or register to mcdonald’s
19:38
or wendy’s or tim hortons or dunkin
19:39
donuts
19:40
those folks are handling a lot of
19:42
different things at once and there’s
19:43
precision and there’s detail
19:45
it’s not your typical lawn care home
19:47
cleaning folk but i tell you what if you
19:48
put me on that register at mcdonald’s
19:50
with
19:50
the drive-thru i would fall apart in
19:52
about 10 minutes i don’t know how they
19:53
do it
19:54
it there is a skill set as well as um
19:57
some of the management
19:58
uh for those fast food organizations you
20:00
know they’re making 60 70 000
20:03
a year but a lot of times they don’t
20:04
like to be stuck in the hot
20:06
uh kitchens and in that environment um
20:08
but those individuals that if you could
20:10
find some that runs and manages fast
20:12
food joints
20:13
for for a corporation they are a really
20:16
good fit for management style
20:18
of a service business in my opinion at
20:20
least
20:22
but yeah it’s tough and you got to be
20:23
ethical but if you’ve got a card and you
20:24
give it to them
20:26
i tell you what nine times out of ten i
20:27
got a phone call back within a few days
20:30
so uh good question though any other
20:32
questions there no no keep going
20:34
so as we’re kind of do looking into this
20:36
now we want to visually break down the
20:38
employee recruiting
20:39
um starting with the higher train and
20:41
the core values so just as a quick
20:43
visual we’ve got our craigslist facebook
20:45
indeed uh referrals from employees like
20:47
i
20:48
talked about and something else we’ve
20:50
recently uh been playing with
20:51
is uh facebook messenger bots to
20:53
actually create another funnel through
20:54
there through messenger
20:56
um but the idea here is we want to get
20:57
them in and we want to interview and
20:59
align to those core values and then
21:00
we’re going to go in and
21:02
hire and onboard and reinforce those
21:04
core values
21:05
and then once they’re in there
21:06
traditionally especially my company in
21:08
the beginning
21:09
uh before we really invest in this is we
21:11
wanted to wow them in align
21:12
with cultural values and one of the ways
21:15
we did that was reinforcing public
21:17
service
21:18
and different things we did but a lot of
21:20
times once we get somebody in the bench
21:21
and they’re working for us
21:23
uh we kind of forget to reinforce those
21:25
core values so those are things that are
21:27
important to continue to reinforce
21:28
and keep them engaged and believing in
21:30
not just a paycheck but what you guys
21:32
actually stand for
21:34
so as you mentioned he said maybe we’ve
21:36
got traditional or non-traditional
21:38
employees now
21:39
um that we’re going out to recruit so
21:41
how do we attract and sell your
21:43
companies to the right
21:44
prospects but not the wrong one so
21:47
uh this was in the early days of calling
21:49
hands here but we had
21:50
dug it up and snow removal professionals
21:52
the lifestyle you desire so that is what
21:54
we’re standing for
21:56
we’ve created a company video here and
21:59
i’ll break down what i included in this
22:00
but this is still
22:01
very applicable uh right now um but the
22:04
main thing is
22:05
what are we looking for so we set the
22:07
example
22:08
of either whether you’re a subcontractor
22:10
employee
22:11
there’s two different ads we ran but we
22:13
we dialed in
22:14
what the day in the life looks like and
22:17
what are you going to be doing
22:18
what you’ll need to be successful and if
22:21
you want to stand out here and really
22:22
excel these are the things you’re going
22:23
to need
22:24
so we broke those down into what are we
22:26
looking for what you’ll be doing
22:28
what you’ll need to be successful and
22:30
you’ll stand out here if
22:31
so these things through an interview
22:33
when we start hitting on these major
22:34
points start to
22:36
figure out if they’re a cultural fit and
22:37
if they can actually hack the work of
22:39
being outside
22:40
so in this video here or slide deck
22:43
depending on how you do it we used to
22:44
have a big
22:45
60 70 inch tv in the office and we would
22:47
do a google slide deck
22:49
or powerpoint or we had a recorded
22:51
version when we standardized and
22:52
delegated but the idea here is it went
22:54
through
22:55
every position in the company and the
22:57
pay rates
22:58
and the responsibility so we showed them
23:00
that as they came into the company
23:01
there was literally no glass ceiling
23:04
they could evolve from the bottom all
23:06
the way up to the top to my my position
23:08
eventually i got replaced
23:10
so people could actually see the
23:11
ballpark range of what my salary
23:13
replacement would have looked like
23:14
um and then we dove into uh some
23:17
pictures here so there’s probably i’m
23:18
guessing 12 or 15 vehicles here
23:21
in the shot that we could fit with the
23:22
guys in that morning um
23:24
near the end of it we were around 19 or
23:26
20 trucks uh but we had
23:28
pictures of literally when we had two or
23:29
three trucks the five or six seven or
23:31
eight and then the whole entire fleet so
23:33
we showed as the business grew
23:35
the everything kept growing so we wanted
23:37
to show that it wasn’t just static there
23:39
was growth there’s a potential
23:40
because a lot of times when people go
23:42
work for a lawn care company
23:43
probably 95 of them when they come in as
23:46
a technician they’re really never going
23:47
to go past that crew leader
23:48
we wanted individuals that want to grow
23:50
their career uh in addition to that we
23:52
had a
23:53
picture of a guy with a hedgerow it was
23:55
actually my ex-brother-in-law
23:57
and uh he was he was trimming a hedgerow
23:59
and this thing must have been about a
24:00
quarter mile long it was 90 degrees out
24:02
and he looked like he was going to die
24:04
but we showed him the realities of the
24:06
work and there was a few other pictures
24:07
of a guy pushing a
24:09
uh basically a salt spreader and he had
24:11
been out in a rain ice storm for 12
24:12
hours and he was just soaked he looked
24:14
like a wet dog
24:16
but we built them up we want to make
24:17
sure the line but we also kind of wanted
24:19
to scare out the applicants that hey
24:20
this this is out in the sun you’re going
24:22
to get a sunburn like it’s hot you may
24:24
be carrying equipment for 10 11 hours
24:26
you may be out in a snow storm for 10 or
24:27
11 hours with some break state mandated
24:29
so
24:30
we wanted to give them a taste of the
24:31
reality um and then we touched on some
24:34
things about cultural alignments we had
24:35
a culture of giving back so
24:37
this is a really sweet couple if you’re
24:39
on youtube you probably can still find
24:41
it but um
24:42
this is a video where my manager
24:43
followed me into this house and they’re
24:45
i think their daughter or their niece
24:46
submitted them in
24:47
because every year before veterans day
24:49
we would raffle off free snow plowing to
24:51
a veteran
24:52
um these guys had one and eight i forget
24:54
it was i’m assuming it was probably
24:56
world war two but they were in their mid
24:57
to late 90s
24:58
really really sweet couple so we
24:59
surprised him and gave him a certificate
25:01
for free plowing
25:02
um and they invited us in the house and
25:04
let us share the video
25:06
but the idea is we wanted to reinforce
25:08
the cultural alignment of what we stood
25:10
for
25:10
and ask the new employer the potential
25:13
employee how do they feel about this
25:15
we want to give back and give that
25:17
lifestyle people desire internally as
25:18
our employees and externally outside so
25:21
um these are the types of things that we
25:22
did
25:24
and then uh obviously we’re constantly
25:26
recruiting with that automated
25:28
system so i’m not going to get the into
25:29
the total details of
25:31
the idea of the process but we’ve got an
25:33
english and spanish landing page
25:35
and those are the job descriptions that
25:36
fit culture when we do the interviewing
25:38
process we got interviews that
25:40
screen for values alignment and then
25:42
that selection process is standardized
25:44
with those five questions and that what
25:46
it kind of looks like in an automated
25:48
flow uh english and now basically street
25:50
spanish is what we’ve been doing
25:52
so the final thing is before we go in
25:55
for this market or this blueprint to
25:57
really go out and exponentially grow
25:58
your business
25:59
is you want to look at um creating
26:02
prospects
26:03
in leads and service autopilot so
26:04
service autopilot at this point
26:06
uh in 2020 does not have the ability to
26:09
automate
26:10
employees but what we’ve done is taken
26:14
clients or leads basically and we’ve
26:16
added some some
26:18
structure to it and now you can sort
26:20
down on job
26:21
applicants and this is something we
26:24
built in callaghans and now we’ve
26:25
repurposed at simple growth
26:27
but the idea here is now i can go in and
26:30
filter down to those a b
26:31
and c job applicants with a date range
26:34
or a time filter
26:35
so we’ve created basically jonathan
26:37
pitocinic’s virtual bench all inside
26:39
service autopilot
26:40
and foundationally these are all the
26:42
things that in my opinion you need to
26:43
have your ducks in a row
26:44
before we go out and dive into this life
26:47
cycle marketing to dominate your market
26:51
so uh probably most people tuned in to
26:53
figure out how to dominate your market
26:54
but i thought
26:55
it was really ethically a thing i had to
26:58
get into before we do it is you need
27:00
that foundation because if you go in and
27:02
do all the things i’m going to show you
27:03
here
27:04
the wheels are going to fall off if you
27:05
don’t have those foundations um
27:07
especially the cash flow knowing your
27:08
numbers
27:09
and having the right people on the bench
27:12
so
27:12
life cycle marketing is um basically a
27:15
way that we attacked our marketing and
27:17
really what it is is we’re to talk to
27:19
the
27:20
lead or the client where they’re at in
27:21
the life cycle
27:23
and what i’m going to suggest is most
27:25
businesses have four or five areas where
27:28
they’re literally
27:29
physically taking the money um in their
27:32
business and dropping it in the trash
27:33
can and you can kind of see some of
27:34
these little red cans here along the way
27:36
so on a real high level i’m going to
27:37
connect life cycle marketing
27:40
and then show you the different pieces
27:42
that we use to go out and dominate my
27:44
market
27:45
throughout the years so right now
27:48
we should be probably going out through
27:50
facebook adwords
27:51
uh niner rounds that’s when you drop a
27:53
pin on a house that new lead comes in
27:55
and we market the ninth surrounding
27:57
homes potentially banner ads every
27:59
georgia direct mailing and now
28:01
updated um conversational marketing
28:03
we’ve talked about kodi is
28:04
facebook messenger bots that can
28:06
automatically
28:07
estimate uh pricing based off of the
28:10
square footage at zillow
28:11
so we’ve got the ideas we’re driving
28:13
them into our website here
28:16
and if they’re not ready to con convert
28:19
we should have something called a lead
28:20
magnet i’m going to break down what a
28:21
lead magnet is but it’s going to be a
28:23
simple ask for first name last name and
28:25
email
28:25
that gets them inside service autopilot
28:27
because if you’re spending all this
28:28
money on facebook and adwords and niner
28:30
rounds
28:31
you’re driving traffic to that website
28:33
um but if you’re not capturing them if
28:35
they’re not committing to an estimate
28:36
you’re throwing all that marketing money
28:38
away
28:38
so we’re gonna have a lead magnet so we
28:40
can continue to nurture them and when
28:41
they’re ready to buy
28:42
hopefully we’re top of frame of mind in
28:44
addition we really should have a
28:45
facebook pixel on the back
28:47
back end of your landing page or your
28:49
website to go out and retarget them
28:51
uh through a custom audience um these
28:53
are things that can be set up very
28:55
quickly and easily
28:56
and there’s pennies on the dollar but if
28:58
you’re not tracking a lead magnet that
29:00
facebook pack pixel
29:01
and retargeting that custom audience of
29:03
people that have hit that website
29:04
uh that’s one whole now in your sales
29:08
funnel
29:08
we really should have a short term
29:09
education and some kind of automated
29:11
estimate follow-up so this is very
29:13
similar to what we do in 20 days to
29:14
close
29:15
so we’re educating them how to do the
29:16
service themselves and
29:18
whatever service they’re interested in
29:19
but in that process we’re overcoming
29:21
sales or price objections so we’re
29:22
shortening that sales cycle
29:24
and we’re making the business owner the
29:26
experts we’re creating a higher
29:27
perceived value
29:28
so you can charge a higher price uh most
29:31
service businesses including my own in
29:32
the early days didn’t have
29:33
the time or ability to follow up on an
29:35
estimate so we view service autopilot
29:37
automations
29:38
to follow up um in that 20 days to close
29:41
process so if we lose that estimate the
29:44
next hole that you’re potentially going
29:46
to see
29:46
is loss estimates do you have a way to
29:49
bundle them up
29:50
per service nurture them and then about
29:52
a month to a month and a half before
29:54
that particular season starts so if
29:55
we’re going into the fall
29:57
and all our estimates for say fall time
29:59
aeration and overseeding
30:00
uh do we have a way to go out and
30:02
reactivate them and upsell that service
30:04
so
30:04
instead of taking all that marketing
30:06
money and literally taking all the lost
30:08
estimates and
30:09
physically you’re you know somewhat
30:10
physically taking the throne in the
30:12
trash
30:13
now we’re creating a database that we
30:14
can nurture and upsell
30:17
if the sale is one do we have a way if
30:21
it’s a one-time
30:22
sale so very similar like a cleaning
30:24
company if somebody signs up for a
30:25
one-time cleaning but doesn’t
30:26
buy the reoccurring weekly or bi-weekly
30:29
cleaning or lawn care if they sign up
30:30
for a one-time spring cleanup
30:32
in the beginning of the year but they
30:33
haven’t bought a reoccurring fertilizing
30:35
or mowing
30:36
we should have some place in effect to
30:39
make sure the automation
30:40
or manual process triggers five days
30:42
after that service if they haven’t
30:44
scheduled the reoccurring service
30:45
to upsell it otherwise you’ve got a huge
30:47
hole in your sales funnel here
30:49
and then when we’ve got that reoccurring
30:52
sale
30:53
right out the gate a gateway service
30:55
we’re going to talk about gateway
30:56
services here in a minute
30:57
um do we have a way to upsell another
31:01
reoccurring service so something that
31:02
we’ve seen
31:03
uh real success in the service autopilot
31:06
academy ecosystem
31:07
without giving away any of the tips or
31:09
tricks is a lot of the academy
31:11
elite members and regular academy
31:13
members are taking the teachings of
31:15
academy and saying
31:16
how can we take a stop of say
31:18
fertilization
31:20
and maybe be licensed for perimeter
31:22
pests
31:23
and mosquitoes so now that we’re not now
31:25
that we’re going there with the same
31:26
truck and very minimal
31:27
extra equipment expense we’re not only
31:29
fertilizing but we’re doing perimeter
31:31
pass
31:31
and we’re doing mosquitoes for an extra
31:33
10 minutes they’ve tripled
31:35
um or doubled the bottom line uh margin
31:38
on that so we’re going out and
31:40
creating a process there and then we
31:43
want to go out and cross-sell and
31:44
upgrade
31:45
with seasonal timing and then be able to
31:47
cancel any reactivate any loss sets
31:49
those cancels again
31:51
uh based on the seasonality so those are
31:53
the kind of core areas you want to look
31:55
at before we dive in the
31:56
to the axial uh takeaways of this talk
31:59
but the
32:00
next thing we’re looking is i talked
32:01
about a lead magnet cody and a lead
32:03
magnet
32:04
is just literally something of value so
32:06
this was right off the callahan’s
32:07
website
32:07
uh six reasons to hire a professional
32:10
video series
32:11
and we utilize the back end of a service
32:13
autopilot form
32:14
it would automatically enter them in the
32:16
service autopilot and then we’d start
32:17
nurturing them
32:18
uh so lead magnet ideas video series
32:21
white paper or how-to guides with
32:23
pictures so
32:24
this is actually a screenshot here of
32:27
when we had the pleasure of flying down
32:28
to dallas
32:29
a year or two ago to meet with all of
32:31
the service autopilot academy elite so
32:34
if people are watching this
32:35
and wondering about academy um from the
32:38
things i’ve seen
32:39
it is worth every penny uh it is great
32:42
and they bring in professionals in like
32:43
jason cupp
32:45
uh jim houston they brought the simple
32:47
growth team in
32:48
uh but we had the pleasure hanging out
32:49
with academy elite two days and
32:51
part of that time we taught and did
32:54
automations with him but one of the
32:55
things we provided them
32:56
as an elite member as your four big
32:59
essentials for
33:00
lawn care and this was a lead magnet
33:02
with all the content that we wrote for
33:03
them
33:04
but a lot of academy members are still
33:05
using this cody and actually have a
33:06
really good success for that
33:10
um up to that point cody any questions
33:14
this is all good stuff is there
33:15
somewhere if if people want
33:17
a a copy of that flowchart
33:21
um is that somewhere that they can get
33:23
it or can we like come back and put it
33:24
in the comments later yeah we can put in
33:26
the comments i can uh i can put it right
33:27
on
33:28
uh the messenger bot right on the simple
33:30
growth facebook page
33:31
and um you know give me about 24 hours
33:33
and we’ll put that back on the notes and
33:35
we’ll just have they can type in slides
33:36
or whatever that is and
33:38
it’ll automatically give them a pdf
33:39
download right there often yeah i think
33:41
that would be
33:42
a really helpful thing to like print out
33:44
and have near your desk especially as
33:46
you’re thinking about your marketing
33:47
plan
33:48
just being able to identify which of
33:49
those trash cans you’re letting people
33:51
fall into
33:53
absolutely yeah definitely yeah happy to
33:56
do that so
33:57
if you were an essay five and you heard
33:59
jonathan’s talk he talked about
34:00
anchoring your business with two to
34:01
three
34:02
core recurring services so
34:05
i’m going to break this down kind of
34:06
industry specific so lawn care what i’m
34:08
going to recommend as a core recurring
34:10
service is your lawn care
34:12
so far as far as lawn mowing
34:15
fertilization
34:16
are your two core uh gateway services so
34:19
those are things that you can go in
34:21
right now
34:22
and measure through smart maps or maps
34:23
pro depending on version two or version
34:25
three
34:26
and automatically calculate a price and
34:28
budget time and sell over the phone
34:30
now home cleaning uh is pretty
34:32
interesting so you can actually pull the
34:34
square footage off of zillow
34:36
pretty quickly in the office and ask
34:37
some qualifying questions of number of
34:39
people pat’s different things for that
34:41
um you know kind of that dirt code how
34:43
dirty is the house
34:44
um but the idea is we want to be able to
34:47
sell
34:48
um two maybe three recurring services
34:50
right over the phone
34:52
and close them right there because speed
34:54
is the name of the game so
34:55
when we anchor those two to three
34:57
recurring services we want to use
34:59
digital marketing to cast that broad net
35:02
and we’re going to use such things as
35:03
custom audiences in facebook
35:05
uh list of prospects and service
35:07
autopilot and import those into facebook
35:09
for other custom audience
35:10
and then facebook ads targeting your
35:13
ideal geographic neighborhoods or
35:15
demographics so we’re just going to plug
35:16
basically a geo fence over your service
35:19
area
35:19
or your ideal service area and we’re
35:21
going to go out and cast that digital
35:22
net and we’re going to have that
35:23
facebook pixel hopefully on that website
35:25
so we can retarget those people as they
35:27
look at it but the idea is
35:29
the digital net is going to cast around
35:31
your whole entire service area
35:33
um but now we’re getting customers
35:36
popping up over here over here over
35:37
there cody
35:38
and name of the game is route density so
35:41
we don’t want to be driving all over
35:42
so what we’re going to do then is use
35:45
offline marketing to zero
35:46
in for route density and the way we’re
35:50
going to do this is use maps pro to
35:51
create a list i’m going to show you how
35:53
to do property specific pricing
35:54
a couple things that we did um at
35:56
callahan’s it actually
35:58
we had a list of over 10 000 homes being
36:01
currently mowed by commercial prop
36:03
our competitors so i’m going to break
36:04
that down for you how you can do that in
36:06
your market before it’s too late for the
36:07
fall
36:08
and then we also use the sun gym
36:09
integration for cards gifts
36:11
and ringless voicemail bombs so we’re
36:13
gonna cast that digital net out
36:15
through facebook and maybe pay per click
36:18
and then we’re gonna use offline
36:19
marketing to focus in on the areas we’re
36:20
already at
36:21
or if you’re looking at the map the big
36:23
gaps between your dense areas so we can
36:25
minimize that non-billable drive time
36:27
so we’re going to dive in now to show
36:29
you how we use service autopilot to
36:30
actually
36:31
um handle these objectives here hey i
36:34
want to point out one thing real quick
36:36
about
36:37
your facebook retargeting
36:40
you have the pixel set up on your
36:41
website anyone who comes through no
36:44
matter what source
36:45
they’re coming from so if they’re coming
36:47
from an adwords click
36:49
they’re coming from their neighbor told
36:51
them about
36:53
your company you know whatever that
36:54
source is if they have a facebook
36:57
account
36:58
they’re getting put into your custom
36:59
audience to then get followed around on
37:01
facebook by you
37:03
so that retargeting audience is so
37:05
important
37:06
because it helps you spend a little bit
37:09
more
37:10
but it makes all of your uh
37:13
campaigns more successful okay yeah no
37:17
good good input too
37:18
and i mean i’m actually i wasn’t
37:20
planning on it but a couple of
37:21
screenshots i have maybe
37:23
are well i know a couple of them are a
37:24
little outdated just with the facebook
37:26
pixel
37:26
um because it’s constantly moving but i
37:28
will give everybody an idea of where to
37:30
find that stuff as well and you may have
37:31
some input is that cody
37:33
uh but the online marketing that
37:34
facebook pixel so uh using knowledge
37:37
um you gather about them to build a
37:38
stronger relationship so
37:40
target those users have been to a
37:42
certain page of your website if you want
37:43
so maybe somebody was looking at snow
37:45
removal or lawn care
37:46
or pest control go out and you can
37:48
basically dial into certain pages or all
37:51
the pages on your website
37:52
track how many visitors converted after
37:54
seeing a particular ad on facebook
37:56
and then the stats most new sales take
37:58
about 43 days to convert into a customer
38:02
uh at callaghan’s when i read i ran the
38:03
metrics before this talk it was about
38:05
64 days so we need to continually be out
38:08
with those retargeting ads
38:10
to stay in front of them and they’ll
38:12
short term or the long term nurture
38:13
depending where they’re at in that
38:14
customer life cycle
38:16
and on average they will click at least
38:17
five call to actions so ctas before
38:19
buying
38:20
so it could be that lead magnet it could
38:22
be um
38:23
the google review link it could be the
38:25
customer testimonials you have on your
38:27
website
38:28
um so you want to make sure you got
38:29
enough beef in there that they can go
38:31
through
38:32
and click on different things um we want
38:34
to continue to provide that free
38:35
valuable content
38:36
uh to let those cold leads know who we
38:38
are and hopefully
38:39
warm them up so they’re ready to buy
38:42
and we definitely want to go out through
38:44
education and not
38:46
a sales pitch because we want to get
38:47
them to know like and trust us
38:49
and those are going to convert into
38:51
better customers so as you go in here
38:52
the facebook ads
38:54
pixel now like i said some of this stuff
38:55
has been moved around but this at least
38:57
give you a base idea of kind of the
38:59
things you need if you don’t have it
39:01
um so right now we’re going to go and
39:02
set the pixel here
39:04
um and we’re going to select our
39:07
campaign objective so
39:08
most people are driving brand awareness
39:11
or messenger right now
39:14
but obviously you want to talk to a
39:15
facebook ads expert before you do this
39:17
but i want to give you some overview
39:18
kind of what this looks like behind the
39:20
scenes if you’ve never gone into
39:22
the ads manager so next thing is we want
39:25
to go in
39:26
and name the campaign make it something
39:28
with a standardized naming convention so
39:29
you can go back historically and see
39:31
what it is
39:32
and it makes sense um and then we want
39:35
to go in and
39:36
grab that pixel and it could be from any
39:38
url
39:39
on your website or it contains this
39:42
so people have visited the specific web
39:44
pages in the last 30 days
39:46
i believe what is it 180 days uh that
39:48
can be retargeted now
39:50
uh yeah it depends on what kind of
39:54
retargeting you’re setting up
39:56
there’s some things that’ll go 365. okay
39:59
so
39:59
obviously we want to set that um
40:01
retargeting as well
40:02
yeah and then we want to downsell our
40:05
gateway services
40:06
so we’re going to sell those core
40:07
services like lawn mowing the
40:09
fertilizing or the cleaning
40:11
over the phone so we’re going to use the
40:12
utilized maps pro to measure the
40:14
property or get the
40:16
custom fields off zillow for the home
40:17
square footage for cleaning
40:19
we’re going to create custom fields and
40:20
store them in there so
40:22
turf square footage or home square
40:24
footage goes in there and then we have
40:25
price matrices
40:26
that automatically calculate a price of
40:28
budgeted time and a cost before profit
40:31
in the pre-templated service autopilot
40:33
estimates so these pre-built estimate
40:34
templates are going to create speed and
40:36
accuracy
40:36
and allow people to down sell so we’re
40:39
not going to try to sell everything in
40:41
our our
40:42
our service mail offering we’re just
40:45
going to get them
40:45
on the one or two services we can get
40:47
them over the phone quickly and then
40:49
we’re going to go back out there
40:50
and say 20 to 30 days and upsell
40:53
additional reoccurring services so the
40:55
idea is lock them up on the phone for
40:57
speed and accuracy
40:59
so now that we’ve gone in and cast that
41:02
digital net
41:03
um and sold over the phone
41:07
we really want to go in offline and
41:08
build route density so
41:10
in the leads feature in version two of
41:13
service autopilot
41:15
we’re able to go in and dial into a map
41:17
here what i’ve done
41:18
is you can see here these tabs here
41:21
these yellow ones
41:23
um i can go in and click on each house
41:26
in a neighborhood or the nine
41:28
surrounding houses and what it does is
41:30
it creates a
41:31
lead list here for you so what we did is
41:33
we made
41:34
marketing lists of all the homes around
41:37
um our existing clients and then we
41:40
brought college kids in in the
41:41
winter to actually go in and create
41:44
property specific pricing based on our
41:46
matrices
41:47
and then we did direct mail campaigns
41:49
offline
41:50
to those homes um and that was one of
41:53
the plays the additional play was we
41:55
actually went out
41:56
and um took like a notebook
41:59
and it you know ethically i think this
42:01
is okay i didn’t make some of my
42:02
competitors really happy when we did it
42:04
uh but we drove around every single
42:06
neighborhood that we uh we serviced cody
42:08
and we created a list and it was like
42:09
123 main street we put the name of the
42:11
street in the notebook
42:13
and then just listed the house numbers
42:14
underneath it and this we
42:16
ended up creating a database about 10
42:18
000 homes and we could tell they’re
42:20
being mowed
42:21
uh at least in the northeast by the
42:23
lines in the lawn
42:24
in the front when we drove up you could
42:26
tell this lawn was probably commercially
42:28
mowed here
42:28
especially when you’re looking at it
42:29
directly so any long that looked like it
42:31
was commercially mode
42:32
we added it to list and then we had some
42:34
college kids come in in the winter
42:36
measure them and create a database and
42:38
then what we did
42:39
i’ll show you a picture of it a little
42:40
bit is we mailed all of those out
42:42
property specific pricing
42:44
and on the envelope uh the we went to a
42:47
mail house that did it
42:48
and it said lawn mowing customer with
42:50
the address
42:52
um and the first time we did that we had
42:55
a very significant
42:57
adoption rate now the effect of this
42:59
went down but the first year
43:01
we probably picked up over 200 lawn
43:02
mowing accounts alone but we had the
43:04
lawn mowing
43:05
the fertilizing and the aeration and
43:06
overseeing all there are three options
43:08
and then bundling and save
43:10
but that’s this is one way of using
43:11
service autopilot um
43:13
and then if uh you’re using a product
43:16
like send jim a radius bomb would
43:18
literally just drop
43:19
here and it would grab the closest nine
43:21
addresses and could potentially
43:23
automatically send postcards
43:24
one three or five times is what i’d
43:26
recommend uh but probably three or five
43:28
is what you want but the idea is you can
43:30
do this manually
43:31
or you can automate it through send gym
43:34
and then want to streamline our pricing
43:35
with that pricing matrix i
43:36
told you about so this is a big
43:38
commercial property where we actually
43:39
went out
43:40
and dropped these pins uh to measure the
43:43
the gross lot and then we’d go in around
43:45
the building and parking lot and suck
43:47
that out
43:47
with the plus and minus features of
43:49
service autopilot maps pro
43:50
or smart maps now in v3 but these are uh
43:54
the things that we’d want to do
43:55
we do that for the niner the online
43:57
niner rounds or that database as well
43:59
um so everything went out with property
44:01
specific pricing and it allowed us to
44:03
sell even quicker
44:05
so offline marketing um 3 000 or 300 000
44:09
plus direct mail pieces
44:10
uh in one spring this is a picture of uh
44:12
what we did here but
44:14
the the bags go way beyond here uh but
44:16
that’s me in the background
44:17
everything’s stacked here and all these
44:19
bags are our portion of the direct
44:22
edm and direct mail piece that we did so
44:25
we had eddm every direct door mailing
44:27
and then we had property specific
44:28
mailing um in there as well
44:31
uh with services and the key to this
44:33
really is
44:34
if you’re gonna drop a 30 to 40 000
44:36
spend or even three or four thousand
44:38
uh you don’t want to just take it out
44:40
and push say
44:41
three hundred thousand flyers out to
44:43
three thousand three hundred thousand
44:45
homes
44:46
you would wanna go out three to nine
44:48
times
44:49
and have each house get three to five
44:53
different uh mailings because it’s that
44:55
frequency they need to see it three to
44:56
five times before it resonates so
44:58
if you’re looking at a massive ad spend
44:59
you want to consolidate that down
45:02
and take whatever that spend is and and
45:05
hit those folks so
45:06
uh the page we did a full page insert in
45:08
the community newspaper
45:10
that went out nine different times it
45:11
was three different ad copies
45:13
and they alternated one two three one
45:14
two three one two three
45:16
it was interesting by the third time it
45:17
went around they’re like oh we recognize
45:19
you
45:20
but the first one they had no idea they
45:21
just threw in the trash but it started
45:23
to build
45:23
so those are some of the keys to success
45:25
there um and once you did this we wanted
45:27
to create this pre-built estimate
45:29
template with the pricing matrix i’m
45:30
talking about so
45:31
in the lawn mowing example the square
45:34
footage
45:35
here for 11 000 square feet fictitiously
45:37
calculated a price of 55 bucks
45:39
0.48 hours to do it on site in a cost of
45:43
17.72
45:45
before profit and then we had the
45:47
ability to break down my market
45:49
in either postal codes or towns so we
45:51
put the number one in here
45:53
it calculated an extra eight dollars and
45:55
nine cents for mobilization that
45:56
non-billable time
45:58
now if you’re working with an expert
45:59
like jason cupp uh he may give you a
46:02
number
46:02
your break even per man hour may cover
46:04
that non-billable drive time on average
46:06
in your over budget
46:08
but what you’re going to find is you may
46:09
not want to charge extra because it’s
46:11
already included in your hourly
46:13
um revenue or billing rate but what the
46:16
biggest disconnect is folks don’t put a
46:18
budgeted time
46:19
for these certain areas that they’re
46:20
going so if you’re going to that piece
46:22
rate pay system
46:23
or you’re putting a big you know board
46:25
on the wall of what your
46:27
your basically your your percentage of
46:31
production
46:32
so 100 are you hitting 100 or better
46:35
for production uh there was actually
46:37
there’s a post on the facebook group
46:38
yesterday like hey
46:40
what’s your ideal uh production most
46:42
people are like 70 80
46:44
um i think most people thought i was
46:45
nuts and i said well 100
46:47
if you’re covering the budgeted um
46:49
average non-billable drive time and that
46:52
needs to be there because you’re setting
46:53
an unreal expectation
46:55
your team if you’ve got the right team
46:57
wants to hit 100 every day
46:59
and it’s demoralizing when they’re
47:00
they’re hovering around 80 percent so
47:02
in my opinion is we want to be at 100
47:04
percent and
47:06
if you’ve worked with an industry
47:07
consultant doing finances like jason
47:10
cupp you may not be charging extra for
47:12
that because that’s
47:13
included in your hourly rate but in my
47:14
opinion you should at least be including
47:16
the budgeted hours
47:18
for the drive time in this i’ve got .48
47:21
on site and i got .16
47:22
drive times that’s in the mobile or the
47:25
printed version here in the close out
47:26
day screen you’re going to have 0.64 man
47:28
hours
47:29
for on-site and average drive time
47:30
that’s going to give you
47:32
um the numbers for 100 efficiency each
47:34
day and you can hold those teams
47:35
accountable
47:36
and it’s an apples apples comparison if
47:38
you’ve done your work right based on the
47:39
zones or postal codes
47:42
mike to make sure the that i understand
47:44
here how
47:45
is the team tracking that in the field
47:48
uh the team is literally grabbing their
47:50
mobile app hopefully if not on car
47:51
like printed out copy and you’re
47:53
clocking in and clocking out and what
47:54
i’m going to recommend is you clock into
47:56
the drive time in and out
47:58
and the job because there is a job cost
48:01
effect and there’s a drive time cost
48:02
effect
48:03
if you have your employees set up
48:04
correctly under the uh edit
48:07
payroll job costing tab on the employee
48:09
there should be an hourly wage and an
48:10
hourly wage
48:11
regular in overtime with labor burden
48:13
that’s going to include your fica
48:14
unemployment holiday pay
48:16
and a few other ones so i’ve got some
48:17
videos out there on it but those are
48:20
data in data out or no data in no date
48:22
out or
48:23
very bad data very bad data out so you
48:25
want to make sure you’ve got the right
48:26
numbers in the right places
48:27
but great great question cody because
48:29
you’re clocking in and out and now we’ve
48:31
got this non-emotional reporting machine
48:34
for the right players on the bench
48:35
hopefully that are going to be motivated
48:36
with quality to do that
48:39
in addition if you’re doing a large
48:41
amount of um
48:44
jobs and selling the way we were pumping
48:46
out 1100 to 1200 estimates a month
48:48
uh we need to automate the business
48:50
owner to be to automate the sales person
48:51
so you can
48:52
embed inside service autopilot uh videos
48:55
right on the line item
48:56
of the service so shrub pruning here we
48:59
talked about what was included what
49:00
wasn’t included
49:01
and we overcame any sales or price
49:03
objections through an educational video
49:05
in the bottom of the estimate we had an
49:07
additional um nine videos and actually i
49:09
think i’ve got it here in the next slide
49:11
of our core services not necessarily our
49:13
gateway services but our core services
49:15
that we offer
49:16
uh so we are allowed people 24 7 to
49:18
understand what they include and what
49:20
they didn’t
49:21
and how how to do that and in the essay
49:23
estimates we can also include some
49:24
buttons
49:25
to automatically call or text if they’re
49:26
on their mobile viewing the web
49:28
uh the estimate or check out the website
49:30
so these are
49:32
uh really important i know it’s awkward
49:34
making videos but
49:35
i mean first draft is better than no
49:36
draft uh jonathan
49:38
uh of essay there in the long community
49:39
he’s always always laugh that
49:41
he had one for his company city turf
49:43
that he never swapped out he has now
49:45
recently
49:46
um but the original video for city turf
49:48
and the original video i had at
49:49
callahan’s
49:50
was um definitely a first draft of not
49:53
being used to be in front of the camera
49:55
um but it was quirky enough that the
49:56
consumer related to you
49:58
as a person and that you actually stood
50:01
behind it it wasn’t like a fast-pitched
50:03
sales on a commercial so
50:05
um you don’t want perfection in those
50:07
videos from what i’ve seen
50:09
so as we kind of bring it to the end
50:11
here uh
50:12
still up there estimate template with
50:14
videos if you go on the service
50:16
autopilot marketplace
50:17
uh upper hand corner a little avatar you
50:19
go to marketplace
50:21
um search for estimate template with
50:23
videos i’ve got a pre-built
50:24
free template in there um that you can
50:26
download right into service autopilot
50:28
and it’s got instructions how to get
50:29
those videos from youtube
50:31
and all the things we did it demystifies
50:33
the whole thing for you cody so that’s
50:34
just a free give for everybody
50:35
hop up to the essay marketplace and
50:37
download your own version of the
50:38
estimate template with videos how to do
50:40
that um and it breaks down the other
50:42
buttons too so it’s just a turnkey thing
50:43
that we wanted to give for value here
50:45
um next thing we looked at is a ringless
50:47
voicemail bomb so the send gym
50:49
integration uh obviously there’s
50:51
additional cost but one of the things i
50:52
really liked outside of the nine around
50:54
is
50:55
something that we use in 20 days to
50:57
close a lot so
50:58
um at certain points we recommend a
51:00
physical phone call
51:02
to someone you dropped off an estimate
51:03
to if they haven’t signed up yet
51:06
well if you don’t have the time or you
51:07
just don’t want to make a phone call
51:09
ringless voicemail bombs can be
51:10
automatically be triggered
51:12
and it hits the cell phone without
51:14
ringing but it looks like a missed call
51:16
and it might instantly be like hey it’s
51:17
mike from callahan
51:18
so sorry i missed you calling about the
51:20
estimate you dropped off three days ago
51:22
lo and behold it’s exactly three days
51:23
because the automation
51:24
knows that um but the idea is like hey
51:26
we want to leave you a match to see any
51:28
questions regarding the estimate if you
51:29
do give us call back at this number or
51:31
feel free to sign up on the online
51:32
estimate that we gave you but we’re
51:34
creating a
51:35
personal but automated um
51:38
voicemail that’s not a robocall so huge
51:41
huge deal there and most people for a
51:42
lawn care home cleaning company
51:44
have no idea this is automated they’re
51:46
just jazz you actually picked up the
51:47
phone and answered the call or called
51:48
them back so
51:49
this is uh definitely huge
51:52
and then as we’re looking at it this is
51:55
kind of the overflow of our
51:57
automation and how we handle these
51:59
different things but when they hit the
52:00
website
52:01
or the office we drop that lead letter
52:03
the five or six main thing reasons why
52:05
we’re different
52:05
and before the estimate we do that short
52:07
term education so we’re nurturing we’re
52:09
educating we’re not selling
52:11
once the estimate is done we’re focusing
52:12
on conversion
52:14
that 20 days to close automated estimate
52:16
follow-up will be automated text email
52:18
and phone call or ringless voicemail
52:20
bomb
52:20
once the estimate has won we’ve got an
52:22
automated process i call welcome in wow
52:25
but we’re going to nurture and get that
52:27
credit card on file automatically
52:29
through a pci compliant
52:31
form through clarence which works really
52:32
well tokenized it’s great
52:34
and then when we’ve lost the estimate
52:36
we’ve they’ve canceled the service or
52:38
they need renewal a reminder
52:40
um in the upsell we’ve buttoned in and
52:43
created a
52:43
streamlined automated process to make
52:45
sure what should happen happens when it
52:47
should happen
52:47
because traditionally when we have to do
52:49
those things we’re all too busy to
52:50
remember to do them so now
52:52
utilizing service autopilot automations
52:54
we’re able to handle the nurture the
52:56
conversion
52:57
the nurture for the loss estimates
52:58
canceled and then we upsell them and
53:00
reactivate them
53:01
through that process at the end and
53:03
bringing it home
53:05
uh last part of nurture is like we’re
53:07
going to provide that free valuable
53:08
information that people want and need
53:10
if you had been to i believe it was sa5
53:12
with
53:13
marcus sheridan uh he talked about how
53:16
people buy now
53:17
and how if you’re not providing the
53:19
information
53:20
live on your website um in video and
53:23
social media they’re going to continue
53:24
looking to the next competitor that does
53:27
so this is something that
53:28
um when i had the pleasure of speaking
53:30
before marcus uh he gave a couple kudos
53:32
after i got off the stage because we had
53:33
been doing this
53:35
for probably six to seven years very
53:36
similar to garrett matthews in the sa
53:38
ecosystem as well
53:39
but these things work so if you’re not
53:41
creating free valuable information
53:43
through
53:43
either written text or video you really
53:46
need to start doing it
53:47
because we need to nurture them and then
53:49
we’re going to create that higher
53:50
perceived value and make you the local
53:52
expert
53:53
outside your competitors so short-term
53:56
nurture
53:57
in there was just basically to educate
53:58
on the specific service they’re
54:00
interested in
54:00
and have an automated but personal
54:02
conversation around it and we want to
54:03
address those sales or price objections
54:04
so
54:05
do i need to be home to have the service
54:06
done if i’m a home cleaning company
54:09
what kind of insurance should i be
54:10
looking for if it’s a lawn care
54:11
landscape company are they going to
54:12
close the fence gate behind them when
54:13
they leave so the homeowner is worried
54:15
about the kids and the dog running out
54:16
of the backyard
54:17
these are objections that people like
54:18
i’m not sure if i’m really going to hire
54:20
this out because i don’t i’m not
54:21
comfortable
54:22
are they going to do the things that i’m
54:23
concerned about we want to address them
54:25
up front before they ask them and then
54:26
they feel comfortable with us
54:28
and then our conversion 20 days to close
54:30
so whether you’re building
54:31
your own automated estimate follow-up or
54:33
using a product like 20 days to close
54:35
with simple growth
54:36
there’s some key things that i’m going
54:37
to recommend you put in here scarcity
54:40
spots are filling up fast we don’t
54:41
overbook our schedule
54:43
um so now they’re like okay well they’re
54:45
concerned about quality they’re not
54:46
going to over overbook
54:48
we better act quick we have a deadline
54:49
so within 20 days
54:51
so the 20-day contact at the end of 20
54:53
days to close literally says
54:54
do we have permission to close out your
54:56
account and close out the estimate so
54:58
the consumer’s thinking like
54:59
wait a minute if i don’t accept this
55:01
estimate i may have to go through this
55:03
whole estimate process again because
55:04
it’s only good for 20 days
55:06
in a cta a call to action call or text
55:09
back now to save your spot and that’s
55:11
where those little links in the estimate
55:13
or the email may be applicable and
55:15
making it easy just let them click that
55:16
cta
55:17
and there’s multiple communications
55:19
channels cody are really important that
55:22
uh mail hard mail phone calls are
55:25
ringless voicemail bombs text
55:26
and email and we can automate a lot of
55:28
this but yeah some of the mailing
55:30
um should be sent to a mail house or an
55:32
internal team because
55:33
a lot of people aren’t doing the edm or
55:34
direct mailing so
55:36
if you’re in the mailbox by yourself in
55:38
the spring season there’s a good chance
55:40
they’re going to notice and look at up
55:41
out of pure curiosity and then the final
55:45
part here is
55:46
we want to follow up and upsell more
55:48
profitable work so
55:49
automating the follow-up systems through
55:51
repetitive tasks so the daily weekly
55:53
monthly yearly and quarterly things you
55:55
should be doing
55:56
uh we’re going to automate through a
55:57
process i like to call repetitive tasks
55:59
so
55:59
inspections on site after 30 days so
56:02
basically what we did at callahan’s is
56:04
we had an automation so
56:05
30 days when they bought one of those
56:06
gateway services lawn mowing fertilizing
56:09
we would go out with an sa form right
56:11
inside the um
56:12
the phone there and they would fill it
56:14
out but basically what we were doing is
56:16
we were
56:17
yes checking the quality but we were
56:19
capturing through an on-site estimate
56:21
form
56:21
the square footage of the bed the number
56:23
of small medium and large shrubs all the
56:24
services that we could provide at that
56:26
home
56:26
we collected the data in custom fields
56:30
and in that form now the automations
56:33
could trigger and pull that data out we
56:35
could upsell
56:36
throughout 12 months of the season based
56:38
on the information we got so we’re going
56:39
to sell the service over the phone
56:41
so we don’t have to do an on-site
56:42
estimate and then 30 days later we’re
56:44
going to do a qc
56:45
with collect custom fields to go out and
56:48
never have to go back out to that house
56:50
ever again
56:50
to do an upsell so seasonal upsell
56:54
examples based on the time of the season
56:56
weed control grub control aeration and
56:57
overseeding
56:58
deep cleaning for the home cleaning
57:00
industry before the holidays yeah you
57:01
may be getting a weekly or bi-weekly
57:03
clean
57:03
um but a deep clean is literally going
57:05
to go through and take care of the
57:07
baseboards the shades everything else in
57:09
the house
57:10
and in addition to that we can upsell
57:12
some additional services home cleaning
57:14
far is
57:14
uh stove cleaning refrigeration cleaning
57:17
those things are gonna need
57:18
probably done for the holidays you don’t
57:19
want your your relatives and your guests
57:21
to see what a mess the
57:22
the uh the fridge has become in the last
57:24
12 months so um
57:26
we’re gonna take those one time to
57:27
reoccurring service and increase that
57:29
client lifetime value
57:31
um and that’s how we’re gonna tackle it
57:34
so the last thing i got here for you
57:35
cody is
57:36
stay consistent by automating repetitive
57:38
tasks and make sure what
57:40
should happen gets done um so this was
57:43
the final piece of automating
57:44
my journey in my business uh to become
57:46
an absentee owner but i realized with 25
57:48
30 employees
57:49
i got sucked back in as a full-time
57:51
daycare um and i had to tell everybody
57:53
what to do every day every week every
57:54
month and so on or it never happened
57:57
so what we’ve learned specifically
57:59
inside service autopilot is
58:01
there’s seven core areas of business we
58:03
can automate
58:04
and they are sales customer service
58:07
scheduling
58:08
billing office manager maintenance and
58:10
yes owner
58:11
so the owner should be holding
58:12
themselves accountable for things like
58:14
taxes maybe they have to do quarterly
58:15
tax returns
58:16
whatever that is hold yourself
58:18
accountable and what we’ve done for real
58:20
brief example um as the last point here
58:22
is if you had a salesperson
58:24
say his name’s dave dave’s job is to do
58:25
all his estimates and make his follow-up
58:27
phone calls
58:28
if we’re doing manual phone calls for
58:30
follow-ups if dave doesn’t do his job
58:33
i’d say 5 or 5 15 the automation would
58:35
either text mail message them or email
58:37
them say hey dave you didn’t do your job
58:39
this is what should have been done and
58:40
then based on the severity of that
58:42
the way you would set the automation up
58:44
the automation would either email or
58:45
text message
58:46
the manager or the owner letting us know
58:48
dave didn’t do his job but the whole
58:49
idea is
58:50
service autopilot in the automation
58:51
tells people what to do every day every
58:53
week every month every quarter
58:55
and annually and if it doesn’t happen it
58:57
pulls the appropriate person in to
58:58
handle it
58:59
and it alerts the person responsible if
59:01
they should have done it and they need
59:02
to get it done
59:04
um so i know that was a lot all at once
59:06
um but foundation we want to work on
59:08
that labor pool and that labor bench
59:10
and make sure we don’t have those three
59:12
pitfalls of cash flow
59:13
knowing our numbers and the right people
59:16
and then we can go on through online
59:17
marketing cast that digital net
59:19
and then offline marketing to build
59:21
route density we really want to focus on
59:22
selling those core
59:23
gateway services that we can sell over
59:26
the phone and then go back 20 you know
59:28
20 to 30 days later on site collect all
59:30
the information and upsell those
59:31
reoccurring services just like the
59:32
example of
59:33
going out for the fertilizing and then
59:36
going to upsell the pest control with
59:37
the mosquito control so you’re there an
59:38
extra 10 minutes but you’ve tripled your
59:40
revenue
59:41
so that’s all i got for you cody i know
59:42
it was a crazy essay weekly here
59:45
um on this lovely afternoon
59:50
all good info absolutely any questions
59:53
before we wrap it up i know you got to
59:54
go
59:54
i appreciate hanging out with me here
59:56
for the last hour or so oh no no problem
59:58
uh mike i think that was all
60:00
good stuff i’m excited for people to let
60:02
us know how they implemented it
60:04
uh by way of reminder mike
60:08
is going to have it set up if they send
60:10
uh the simple growth page a message
60:12
they’ll be able to get
60:13
uh that flowchart from you guys yeah
60:16
absolutely so if you go in it’s uh
60:20
simplegrowthsystems.com
60:21
uh give us like an hour or two i’ll have
60:23
my automations team hop behind it
60:25
um actually brand new look to the
60:26
website too i’ll actually pull it up in
60:28
the stream so you can actually see what
60:29
i’m talking about
60:29
um so we’ve got uh the new look of the
60:31
uh website here
60:33
uh finally we’re the shoemaker’s kid but
60:34
now you can see it here this chat bot
60:36
pops up
60:37
uh if you go you can either continue as
60:39
yourself in facebook or a guest so
60:41
that’s another huge thing right now
60:43
with that online digital marketing um
60:46
the facebook bots that we’ve been
60:47
building here
60:48
uh will now act as a chat bot or chat
60:52
uh help feature or automated quoting but
60:56
the cool thing is now
60:58
it doesn’t matter if they’re uh facebook
61:00
messenger or facebook uh person you can
61:02
go in as a guest
61:03
and you click that once that pops up uh
61:05
where it says ask a question here
61:07
um just put um essay weekly slides and
61:11
somebody on my team
61:11
will fire off your pdf and we’ll
61:13
obviously automate that in the next hour
61:14
so i didn’t think about providing that
61:16
but it was a that’s a good
61:17
that’s a good move cody for sure you
61:19
should print it out and put it next to
61:21
your desk is what i’m saying i think
61:22
that it will be super helpful
61:24
for you to uh keep in mind as you’re
61:26
working on your marketing plans
61:28
especially going into fall upsells what
61:31
is the hold that i’m letting people fall
61:33
out of
61:33
so if we’re gonna give homework on here
61:35
uh your homework is to go find those
61:37
holes
61:38
absolutely well i appreciate it once
61:40
again essay weekly talk show
61:42
uh coming to come back live every week 1
61:45
p.m eastern 12 p.m central
61:47
uh cody i will let you take it away
61:48
because uh you did me a favor of uh
61:51
actually running the helms today and uh
61:53
i’m just running the technology so it’s
61:54
beautiful so
61:56
alright guys well we will see you uh
61:58
next week we should have an exciting
62:00
guest
62:00
all right see you next week 1 p.m
62:02
eastern 12 central essay weekly talk
62:04
show mike callahan cody owens we’ll see
62:06
you
62:06
next week if you like this show
62:09
you might want to check out our
62:11
resources at www.startsimplegrowth.com
62:15
while you’re there enter to win an
62:17
estimator chat bot
62:19
mike callahan is available for private
62:21
coaching
English (auto-generated)

Dominating Your Market: Blue Print For Action

Video Transcript

00:01
Hey, Welcome back to another
00:03
Hey, Welcome back to another essay weekly talk show Uh I am
00:06
essay weekly talk show Uh I am here as always doing it. We’re
00:08
here as always doing it. We’re switching it up this week and
00:09
switching it up this week and I’m doing the intro for Mike
00:12
I’m doing the intro for Mike Mike Callahan from Simple
00:12
Mike Callahan from Simple Growth uh as a certified
00:15
Growth uh as a certified adviser, Mike Thank you so much
00:17
adviser, Mike Thank you so much for uh doing a presentation for
00:19
for uh doing a presentation for us, bringing us a little blast
00:20
us, bringing us a little blast from the past. Yeah.
00:22
from the past. Yeah. Absolutely. I’m gonna be
00:22
Absolutely. I’m gonna be talking about uh dominate your
00:24
talking about uh dominate your market The Blueprint offer
00:26
market The Blueprint offer action and uh I’m gonna pop the
00:27
action and uh I’m gonna pop the screen here so you can actually
00:28
screen here so you can actually see the slide deck but um
00:30
see the slide deck but um basically an. Version of my S
00:33
basically an. Version of my S Afive talk and give you a
00:34
Afive talk and give you a little background of the talk
00:35
little background of the talk and what’s um kinda
00:38
and what’s um kinda precipitated this was uh
00:39
precipitated this was uh Jonathan Pot, the co-founder of
00:40
Jonathan Pot, the co-founder of Service Autopilot and all of
00:42
Service Autopilot and all of the uh lawn care millionaire uh
00:45
the uh lawn care millionaire uh created a uh a conversation
00:47
created a uh a conversation about going out and dominating
00:48
about going out and dominating your market. This was basically
00:50
your market. This was basically step two. So this was the uh
00:51
step two. So this was the uh Jonathan talked about the
00:53
Jonathan talked about the overall theory of going in and
00:55
overall theory of going in and dominating your market and then
00:56
dominating your market and then what I did is uh what you’re
00:57
what I did is uh what you’re gonna see here is how to
00:58
gonna see here is how to actually take Jonathan Tch
00:59
actually take Jonathan Tch theory of dominating. And
01:01
theory of dominating. And actually how to use that theory
01:04
actually how to use that theory and actually utilize it By
01:05
and actually utilize it By utilizing Service Autopilot as
01:07
utilizing Service Autopilot as your tool to go out and
01:08
your tool to go out and dominate your market as well as
01:09
dominate your market as well as some other things as well. So
01:11
some other things as well. So we’re gonna be talking about uh
01:12
we’re gonna be talking about uh how to sell Gateway services
01:14
how to sell Gateway services over the phone offline
01:16
over the phone offline marketing um and gonna get some
01:17
marketing um and gonna get some example how in my company
01:18
example how in my company Callahan’s with nine different
01:20
Callahan’s with nine different pieces and actually had a
01:22
pieces and actually had a little over 300000 direct mail
01:24
little over 300000 direct mail pieces. Cody That’s right,
01:26
pieces. Cody That’s right, 300000 literally in about a
01:27
300000 literally in about a month and a half um so I’m
01:28
month and a half um so I’m gonna show you the game plan on
01:29
gonna show you the game plan on how we broke that down. And
01:32
how we broke that down. And then um the different trips and
01:34
then um the different trips and tricks right now of digital
01:36
tricks right now of digital marketing. So what was
01:37
marketing. So what was applicable and essay five and
01:38
applicable and essay five and some of the new things that we
01:40
some of the new things that we really should be looking at in
01:41
really should be looking at in our marketing plan to go out
01:42
our marketing plan to go out and dominate our market for
01:43
and dominate our market for this fall and uh even going
01:45
this fall and uh even going into next season of 2021. So
01:47
into next season of 2021. So some of this stuff just doesn’t
01:49
some of this stuff just doesn’t happen overnight, We wanna go
01:50
happen overnight, We wanna go in and start building a
01:52
in and start building a foundation of a marketing plan
01:52
foundation of a marketing plan and budget and a plan of attack
01:56
and budget and a plan of attack so um had a great essay Weekly
01:57
so um had a great essay Weekly last week with uh Martha
01:58
last week with uh Martha Woodward DS. I’m still looking
02:01
Woodward DS. I’m still looking for an extra pair of shades and
02:02
for an extra pair of shades and trunks to meet them down at the
02:04
trunks to meet them down at the DS 2021 um but as we pop into
02:06
DS 2021 um but as we pop into this, do you have any comments
02:08
this, do you have any comments questions before we flip the
02:09
questions before we flip the screen and kinda get into it
02:10
screen and kinda get into it now, let’s put rubber to the
02:13
now, let’s put rubber to the road. Alright perfect. So like
02:14
road. Alright perfect. So like I said, we’re talking about uh
02:17
I said, we’re talking about uh the continuation of John
02:18
the continuation of John Potions talking with Jonathan’s
02:20
Potions talking with Jonathan’s talk uh really talked about is
02:21
talk uh really talked about is really focusing in on making
02:24
really focusing in on making some actions happen in your
02:25
some actions happen in your business to actually really
02:26
business to actually really grow and dominate upscale your
02:29
grow and dominate upscale your competitors but. One of the
02:30
competitors but. One of the things that I at least learned
02:32
things that I at least learned in my business is that if we’re
02:34
in my business is that if we’re gonna go out and have rapid uh
02:37
gonna go out and have rapid uh excessive growth, just like we
02:39
excessive growth, just like we did at Callahan’s and even it’s
02:41
did at Callahan’s and even it’s simple growth where we scaled a
02:41
simple growth where we scaled a little over 467% in Q one of
02:45
little over 467% in Q one of last year um and uh very
02:48
last year um and uh very similar growth again in 2020.
02:50
similar growth again in 2020. Uh there were certain things
02:52
Uh there were certain things that I’m going to wanna dive
02:54
that I’m going to wanna dive into before we actually go into
02:55
into before we actually go into the blueprint and uh first
02:57
the blueprint and uh first we’re gonna talk about is the
02:58
we’re gonna talk about is the bottleneck. And how to overcome
03:00
bottleneck. And how to overcome them and especially right now
03:02
them and especially right now with we’ve got some issues
03:04
with we’ve got some issues going on Uh with labor to say
03:06
going on Uh with labor to say the least so we’re gonna go in
03:08
the least so we’re gonna go in and show you how to tackle the
03:11
and show you how to tackle the labor and creating that virtual
03:14
labor and creating that virtual bench and the second part of uh
03:16
bench and the second part of uh the things Foundation. You
03:16
the things Foundation. You really want to set up your
03:17
really want to set up your business before you grow. That
03:19
business before you grow. That business is your office and the
03:22
business is your office and the workflow um particularly in
03:24
workflow um particularly in Service Autopilot, but really
03:25
Service Autopilot, but really the whole workflow So. so the
03:27
the whole workflow So. so the biggest. Well, I guess one of
03:29
biggest. Well, I guess one of the biggest pivotal points in
03:31
the biggest pivotal points in my learning was when I actually
03:33
my learning was when I actually had the ability to go out to
03:34
had the ability to go out to service Autopilots original
03:36
service Autopilots original office um and it was like a
03:37
office um and it was like a strip mall basically, but um in
03:40
strip mall basically, but um in development was a one side of
03:41
development was a one side of the parking lot and uh support
03:44
the parking lot and uh support and training was on the other
03:45
and training was on the other side of the parking lot Uh but
03:46
side of the parking lot Uh but it was interesting cuz it was
03:48
it was interesting cuz it was myself uh Jonathan Patricia
03:52
myself uh Jonathan Patricia obviously and uh Garrett
03:53
obviously and uh Garrett Matthews and Chad Cranston uh
03:55
Matthews and Chad Cranston uh amongst two other individuals.
03:56
amongst two other individuals. but that’s when I met, Garrett
03:57
but that’s when I met, Garrett Chad and that. Instrumental in
03:59
Chad and that. Instrumental in the way I look at business and
04:01
the way I look at business and how I wanted to go out and
04:03
how I wanted to go out and outline my competition, but uh
04:05
outline my competition, but uh really unique situation and the
04:07
really unique situation and the early days of essay you could
04:08
early days of essay you could pay a decent chunk of money but
04:11
pay a decent chunk of money but actually have a 2 day or two
04:12
actually have a 2 day or two and a half days. sit down round
04:14
and a half days. sit down round table with Jonathan and the one
04:16
table with Jonathan and the one thing that I went there and
04:17
thing that I went there and wanted to learn was as we’re
04:19
wanted to learn was as we’re about to scale to a million and
04:21
about to scale to a million and beyond how do I set up my
04:23
beyond how do I set up my internal office to handle the
04:25
internal office to handle the influx of phone calls? That are
04:28
influx of phone calls? That are gonna happen because I knew if
04:29
gonna happen because I knew if we went out and drop 35 to
04:32
we went out and drop 35 to $40000 and estimating uh or in
04:35
$40000 and estimating uh or in in marketing and had an influx
04:37
in marketing and had an influx of estimates the wheels would
04:39
of estimates the wheels would have fell off the business
04:41
have fell off the business immediately um and one thing
04:42
immediately um and one thing Jonathan talked about in his
04:43
Jonathan talked about in his talk, which was interesting is
04:45
talk, which was interesting is test the waters don’t go all
04:47
test the waters don’t go all in. um I made the mistake of
04:49
in. um I made the mistake of literally dropping thirty to
04:51
literally dropping thirty to $40000 over about a month and a
04:52
$40000 over about a month and a half period in New York and um
04:54
half period in New York and um the phone’s exponentially
04:55
the phone’s exponentially exploded. Thankfully I had
04:57
exploded. Thankfully I had learned from Jonathan and the
04:58
learned from Jonathan and the SA team at the round table. How
04:59
SA team at the round table. How you need your. Set up and if
05:02
you need your. Set up and if you’ve been watching any of my
05:03
you’ve been watching any of my videos that foundational
05:05
videos that foundational workflow of the flow chart of
05:06
workflow of the flow chart of lead acquisition to estimating
05:08
lead acquisition to estimating to scheduling billing and
05:10
to scheduling billing and fulfillment really is that uh
05:11
fulfillment really is that uh take away what I took away from
05:13
take away what I took away from those two and a half days so um
05:15
those two and a half days so um as we’re diving in, I just
05:17
as we’re diving in, I just wanna throw a little caution to
05:18
wanna throw a little caution to the wind. You wanna test this
05:20
the wind. You wanna test this in little chunks before you go
05:21
in little chunks before you go out and drop thirty to $40000
05:23
out and drop thirty to $40000 in an advertising budget or
05:25
in an advertising budget or whatever that may be a
05:27
whatever that may be a substantial gain on what you’re
05:28
substantial gain on what you’re gonna get you’re doing now if
05:29
gonna get you’re doing now if you’re not doing any. Just
05:30
you’re not doing any. Just maybe going in for a couple
05:32
maybe going in for a couple grand, you’re still gonna see
05:33
grand, you’re still gonna see it quite an influx of what
05:34
it quite an influx of what you’re used to so just be aware
05:35
you’re used to so just be aware that that’s the case So
05:38
that that’s the case So foundationally you wanna make
05:38
foundationally you wanna make sure that office is set up
05:39
sure that office is set up correctly and we wanna look at
05:42
correctly and we wanna look at the three major bottlenecks of
05:44
the three major bottlenecks of growth and we’re gonna focus on
05:46
growth and we’re gonna focus on a Labor Day. um we need to
05:49
a Labor Day. um we need to address labor first and double
05:50
address labor first and double down so the three bottlenecks
05:51
down so the three bottlenecks of growth are really growing
05:53
of growth are really growing fast without the right people
05:55
fast without the right people growing faster without knowing
05:55
growing faster without knowing your numbers and growing fast
05:58
your numbers and growing fast without enough cash flow so
05:59
without enough cash flow so either. Things will literally
06:02
either. Things will literally destroy you in your in the
06:04
destroy you in your in the process, so the first thing is
06:05
process, so the first thing is Jonathan talks about building
06:07
Jonathan talks about building and growing that virtual bench
06:09
and growing that virtual bench um in the idea is the
06:10
um in the idea is the methodologies you wanna really
06:11
methodologies you wanna really go out and constantly be
06:13
go out and constantly be recruiting for each person in
06:15
recruiting for each person in position in your business
06:16
position in your business before you need them because if
06:17
before you need them because if you’re looking for them uh when
06:20
you’re looking for them uh when you need them, it’s too late,
06:21
you need them, it’s too late, you wanna go out and interview
06:23
you wanna go out and interview once a week. I’d say the bare
06:24
once a week. I’d say the bare minimum for every position and
06:26
minimum for every position and maybe even your own position.
06:27
maybe even your own position. That’s how I found my
06:28
That’s how I found my replacement of. That ran my
06:30
replacement of. That ran my business, but the idea we’re
06:32
business, but the idea we’re creating this virtual labor
06:33
creating this virtual labor pool or virtual bench um and
06:35
pool or virtual bench um and have the ability to an
06:37
have the ability to an automation or even a manual
06:37
automation or even a manual process to be able to go in and
06:39
process to be able to go in and sort down. Hey, I want all my a
06:41
sort down. Hey, I want all my a applicants from the last 20
06:42
applicants from the last 20 days or 30 days, and now you’ve
06:44
days or 30 days, and now you’ve got to glorified hiring
06:45
got to glorified hiring checklist. So when you have
06:46
checklist. So when you have that employee that comes in and
06:49
that employee that comes in and uh the guy or girl they’re
06:50
uh the guy or girl they’re working with is no call no show
06:51
working with is no call no show that’s when you’re probably
06:52
that’s when you’re probably gonna get blackmailed. Cody for
06:53
gonna get blackmailed. Cody for hey, I want a dollar an hour
06:54
hey, I want a dollar an hour raise. I gotta work by myself
06:56
raise. I gotta work by myself today. um so it’s going to
06:57
today. um so it’s going to guard you from. Your internal
07:00
guard you from. Your internal team right now, so you are back
07:02
team right now, so you are back in control but more in
07:04
in control but more in perspective of this talk is
07:06
perspective of this talk is growing faster without the
07:07
growing faster without the right people. you need that
07:08
right people. you need that virtual bench because when you
07:10
virtual bench because when you slam the gas on uh for that
07:12
slam the gas on uh for that sales machine, you are going to
07:14
sales machine, you are going to need to add bodies in there,
07:15
need to add bodies in there, you better have that pipeline
07:16
you better have that pipeline and ready employees ready to go
07:18
and ready employees ready to go and then um before you go out
07:20
and then um before you go out and make that massive growth uh
07:23
and make that massive growth uh play. we wanna know our numbers
07:24
play. we wanna know our numbers are we placing our jobs
07:26
are we placing our jobs correctly Uh do we know what it
07:28
correctly Uh do we know what it costs us per hour to break even
07:29
costs us per hour to break even uh before we make a. What’s the
07:32
uh before we make a. What’s the desired dollar per hour that
07:34
desired dollar per hour that we’re supposed to do and
07:35
we’re supposed to do and hopefully we have some
07:36
hopefully we have some production rates as well. Um we
07:38
production rates as well. Um we don’t wanna be basing our
07:39
don’t wanna be basing our numbers on the competitor down
07:40
numbers on the competitor down the street cuz that’s gonna be
07:41
the street cuz that’s gonna be a recipe for failure and um
07:44
a recipe for failure and um cash is king. We want to make
07:45
cash is king. We want to make sure we have enough cash flow
07:48
sure we have enough cash flow in our reserves so one of the
07:49
in our reserves so one of the other speakers at essay uh
07:52
other speakers at essay uh three and I believe it was as a
07:54
three and I believe it was as a six was Mike Mics uh Profit
07:56
six was Mike Mics uh Profit First and pumpkin plan. so what
07:58
First and pumpkin plan. so what I really recommend is tied into
08:00
I really recommend is tied into profit first and figure out
08:01
profit first and figure out what those cash flow
08:03
what those cash flow allocations look like and being
08:04
allocations look like and being able to see. In flow of your
08:06
able to see. In flow of your cash flow before you go in and
08:08
cash flow before you go in and make a really strong play like
08:09
make a really strong play like this because if you go in and
08:11
this because if you go in and double or triple or even like
08:13
double or triple or even like civil case grow by 400% a
08:15
civil case grow by 400% a quarter if you don’t have that
08:17
quarter if you don’t have that cash war chest and have a
08:17
cash war chest and have a projection of what your cash
08:19
projection of what your cash out is going to be uh you can
08:21
out is going to be uh you can literally bankrupt your
08:22
literally bankrupt your business overnight. so those
08:23
business overnight. so those are big things that we need to
08:24
are big things that we need to look at before we pump the gas
08:27
look at before we pump the gas on this exponential growth so
08:29
on this exponential growth so the cost of a bad hire your
08:31
the cost of a bad hire your team. Cody traditionally um is
08:33
team. Cody traditionally um is two to three times the person’s
08:35
two to three times the person’s salary and I kinda look at
08:36
salary and I kinda look at that. and I said, well that
08:37
that. and I said, well that based on the stats before. This
08:39
based on the stats before. This talk that seems ridiculously
08:41
talk that seems ridiculously high that can’t be possible um
08:43
high that can’t be possible um but the stats I’ve got here are
08:45
but the stats I’ve got here are actually kind of interesting so
08:46
actually kind of interesting so turnover was a major problem in
08:50
turnover was a major problem in Callahan’s lawn care and that
08:51
Callahan’s lawn care and that created some indirect cost
08:55
created some indirect cost there and based on obviously
08:57
there and based on obviously you got the direct cost of
08:58
you got the direct cost of health screening interview
08:59
health screening interview training bonuses. Those are
09:00
training bonuses. Those are obvious, but the indirect cost
09:02
obvious, but the indirect cost is that employee turnover and
09:03
is that employee turnover and have to continue to retrain
09:04
have to continue to retrain those employees and then based
09:06
those employees and then based on the insist. Of the new
09:09
on the insist. Of the new employees in the training um
09:10
employees in the training um while they’re still getting
09:12
while they’re still getting acclimated, you’ve got lower
09:14
acclimated, you’ve got lower cost satisfaction and then we
09:15
cost satisfaction and then we went in and looked at the
09:17
went in and looked at the damage caused by some of these
09:18
damage caused by some of these wrong hires. They weren’t a
09:20
wrong hires. They weren’t a good fit. We kinda knew they
09:21
good fit. We kinda knew they weren’t a good fit, but then we
09:22
weren’t a good fit, but then we kinda let that go in the early
09:24
kinda let that go in the early years. um so we’ve got lower
09:26
years. um so we’ve got lower customer satisfaction. We got
09:28
customer satisfaction. We got cancellations and then having
09:30
cancellations and then having the wrong people on the wrong
09:31
the wrong people on the wrong seat on the bus. uh like you
09:33
seat on the bus. uh like you have the best weed Wacker the
09:34
have the best weed Wacker the best mower the best cleaner um
09:36
best mower the best cleaner um but if they’re not. Good fit
09:38
but if they’re not. Good fit for your business, culturally
09:39
for your business, culturally and how you work. Um it’s gonna
09:41
and how you work. Um it’s gonna take your A players and
09:42
take your A players and probably drag them down the
09:43
probably drag them down the beast so you’re gonna have a
09:44
beast so you’re gonna have a loss in productivity and a loss
09:46
loss in productivity and a loss in morale, so not only is it
09:48
in morale, so not only is it affecting the new folks you’re
09:49
affecting the new folks you’re bringing in, but it can also
09:51
bringing in, but it can also negatively affect your core AA
09:53
negatively affect your core AA players on the team because
09:54
players on the team because these things are starting to
09:56
these things are starting to wear on them because that they
09:57
wear on them because that they waited that is really gonna be
09:59
waited that is really gonna be held on their shoulders. So as
10:01
held on their shoulders. So as we’re looking at I kinda said,
10:01
we’re looking at I kinda said, you know two to three times a
10:02
you know two to three times a person’s salary from the stats
10:04
person’s salary from the stats all over the internet, the
10:05
all over the internet, the different books, I read that
10:06
different books, I read that seems kinda. I actually went in
10:08
seems kinda. I actually went in and did some research of some
10:10
and did some research of some of the bad hires that we had a
10:12
of the bad hires that we had a call and we were anywhere from
10:13
call and we were anywhere from 25 to thirty employees
10:15
25 to thirty employees depending on the season um plus
10:17
depending on the season um plus subcontractors but Cody Any
10:19
subcontractors but Cody Any idea uh if you’re looking at a
10:20
idea uh if you’re looking at a million and beyond business, um
10:21
million and beyond business, um the cost of a bad hire in the
10:24
the cost of a bad hire in the field that management, what
10:25
field that management, what would that run and I’m on the
10:27
would that run and I’m on the next slide here. I’m actually
10:28
next slide here. I’m actually gonna show you what it costs us
10:29
gonna show you what it costs us on average, I would bet from
10:32
on average, I would bet from because I do not remember this
10:34
because I do not remember this talk so I’m not cheating. I
10:37
talk so I’m not cheating. I would bet that the way that
10:39
would bet that the way that you’re talking about it is
10:40
you’re talking about it is gonna lead to a cost you more
10:41
gonna lead to a cost you more than two to three times this
10:43
than two to three times this person’s salary so if you’re to
10:45
person’s salary so if you’re to throw a ballpark number out
10:47
throw a ballpark number out there and I mean we’re telling
10:48
there and I mean we’re telling and I sorted through some of
10:50
and I sorted through some of the horror stories, but I mean
10:51
the horror stories, but I mean these were these were
10:52
these were these were individuals that we should have
10:53
individuals that we should have either coached up or coached
10:54
either coached up or coached out. We didn’t see things
10:56
out. We didn’t see things happen And then we kinda
10:56
happen And then we kinda figured it out over a twelve or
10:59
figured it out over a twelve or 13 month or how what this
11:00
13 month or how what this actually costs us. Um you know
11:04
actually costs us. Um you know let’s so taking into account
11:05
let’s so taking into account like customer cancellation.
11:07
like customer cancellation. cancellation uh or like.
11:10
cancellation uh or like. Satisfaction. We’re like they
11:10
Satisfaction. We’re like they don’t like what you’re doing
11:12
don’t like what you’re doing week to week so call backs
11:14
week to week so call backs complaints gotta go back. We
11:14
complaints gotta go back. We didn’t blow off the patio set
11:15
didn’t blow off the patio set whatever that was um that I’m
11:18
whatever that was um that I’m gonna say uh 100 K pretty close
11:25
gonna say uh 100 K pretty close 125000. $125000 so before we go
11:27
125000. $125000 so before we go out and scale that business, we
11:29
out and scale that business, we need to make sure um and I’m
11:31
need to make sure um and I’m gonna read off some notes here
11:32
gonna read off some notes here but we we figured it covered
11:35
but we we figured it covered customer cancels damage um
11:37
customer cancels damage um production. Production drops to
11:40
production. Production drops to moral and motivation kind of
11:41
moral and motivation kind of our budget versus actual um and
11:43
our budget versus actual um and then what we looked at is said
11:45
then what we looked at is said Okay, Well, based on that, uh
11:47
Okay, Well, based on that, uh we need to figure out how to
11:49
we need to figure out how to fix our labor costs. so we went
11:50
fix our labor costs. so we went in and created a piece rate pay
11:53
in and created a piece rate pay system. uh so we paid the guys
11:54
system. uh so we paid the guys and girls on a budget uh time
11:58
and girls on a budget uh time and they got paid for the
11:58
and they got paid for the budget of time um not the
12:00
budget of time um not the straight time. Obviously,
12:01
straight time. Obviously, there’s overtime rules and
12:02
there’s overtime rules and things you need to be
12:03
things you need to be applicable if you’re watching
12:04
applicable if you’re watching this uh but the goal for us is
12:06
this uh but the goal for us is to actually get them more money
12:07
to actually get them more money than they would have been made
12:08
than they would have been made with overtime uh but what we
12:09
with overtime uh but what we were. Is with that rate system,
12:13
were. Is with that rate system, we will be able to generate an
12:14
we will be able to generate an extra twelve to $1300 a week
12:17
extra twelve to $1300 a week without changing a guy or girl
12:18
without changing a guy or girl on that crew and or a piece of
12:21
on that crew and or a piece of equipment, but what they did is
12:22
equipment, but what they did is it started to change the way we
12:26
it started to change the way we look at hiring and there was a
12:29
look at hiring and there was a very distinctive things that we
12:31
very distinctive things that we came up with that actually
12:33
came up with that actually helped and I wanna share those
12:34
helped and I wanna share those um and really there are three
12:37
um and really there are three low-cost high return hiring
12:38
low-cost high return hiring strategies so the interviews
12:40
strategies so the interviews are screening for values
12:42
are screening for values alignment, so I’ve used the
12:43
alignment, so I’ve used the example before I use it again
12:44
example before I use it again because it really works so one
12:45
because it really works so one of our. We’ll do what we say
12:48
of our. We’ll do what we say we’ll do uh at Callahan’s is
12:50
we’ll do uh at Callahan’s is one of the core values we have
12:51
one of the core values we have um so on a interview and
12:54
um so on a interview and screening call the office, one
12:55
screening call the office, one of the questions that I asked.
12:56
of the questions that I asked. Hey, how do you feel if someone
12:58
Hey, how do you feel if someone says they’re gonna call you
12:59
says they’re gonna call you back but they never do that’s
13:01
back but they never do that’s an alignment for our values.
13:02
an alignment for our values. How are they aligning with
13:05
How are they aligning with things that we’re actually
13:06
things that we’re actually standing for now if they’re
13:07
standing for now if they’re like Uh whatever it’s not a big
13:08
like Uh whatever it’s not a big deal if they call me back or
13:09
deal if they call me back or not, that’s a red flag. That’s
13:10
not, that’s a red flag. That’s that’s not a cultural
13:12
that’s not a cultural alignment. then we have job
13:14
alignment. then we have job descriptions that focused on
13:14
descriptions that focused on the culture so just like Uh
13:17
the culture so just like Uh we’ll do what we say we’ll do
13:18
we’ll do what we say we’ll do we had another one. That was
13:20
we had another one. That was basically we give you the
13:20
basically we give you the lifestyle you desire it was. Um
13:23
lifestyle you desire it was. Um and when we built that over the
13:27
and when we built that over the momentum in forum that we were
13:29
momentum in forum that we were looking at, we wanted to give
13:31
looking at, we wanted to give our employees the lifestyle
13:33
our employees the lifestyle they desire so if they wanted
13:34
they desire so if they wanted to be out by 3 o’clock to go,
13:36
to be out by 3 o’clock to go, see their kids baseball game or
13:38
see their kids baseball game or football game or ballet class.
13:39
football game or ballet class. whatever that was that was an
13:41
whatever that was that was an alignment, we want to empower
13:42
alignment, we want to empower them to make as much money as
13:43
them to make as much money as possible, but with the quality
13:46
possible, but with the quality constraint get paid for maybe
13:46
constraint get paid for maybe to 5 o’clock with that budgeted
13:49
to 5 o’clock with that budgeted time. So now we’re starting to
13:50
time. So now we’re starting to drive the ability for them to
13:51
drive the ability for them to almost run. Their own little
13:53
almost run. Their own little business within ours and I’m
13:54
business within ours and I’m gonna show you actually some
13:55
gonna show you actually some job descriptions and some help
13:57
job descriptions and some help pads that we did later in the
13:57
pads that we did later in the talk that focus on some of
13:59
talk that focus on some of this, but the idea here is
14:01
this, but the idea here is these job descriptions focused
14:02
these job descriptions focused on the culture that we have and
14:04
on the culture that we have and we also had it on the front end
14:05
we also had it on the front end of the focus of culture. we
14:07
of the focus of culture. we wanted to give our customers
14:09
wanted to give our customers the lifestyle they desire so
14:10
the lifestyle they desire so just like our internal
14:12
just like our internal employees, maybe our customer
14:13
employees, maybe our customer wanted to go to their kid’s
14:15
wanted to go to their kid’s sports event um and not have to
14:17
sports event um and not have to worry about cut the lawn on the
14:18
worry about cut the lawn on the weekends or cleaning the house
14:20
weekends or cleaning the house or whatever that was so it was
14:21
or whatever that was so it was two-fold. It was internal and
14:24
two-fold. It was internal and external and then the final
14:25
external and then the final thing. With Standard selection
14:28
thing. With Standard selection process as we talked about
14:30
process as we talked about Jonathan in building that
14:31
Jonathan in building that virtual bench, what we had
14:33
virtual bench, what we had built into an automated process
14:35
built into an automated process that originally was um not
14:36
that originally was um not automated, so it was manual. so
14:38
automated, so it was manual. so if you’re not automating things
14:39
if you’re not automating things yet, there’s still applies, but
14:40
yet, there’s still applies, but we have a standardized
14:43
we have a standardized selection process and that
14:43
selection process and that process literally is going into
14:45
process literally is going into an online application that
14:47
an online application that makes them jump through some
14:48
makes them jump through some hoops to make sure they’re
14:50
hoops to make sure they’re actually ready to apply for the
14:51
actually ready to apply for the job and we’re trying to buy
14:52
job and we’re trying to buy some time back as well. but
14:53
some time back as well. but once I get through that
14:55
once I get through that application. A part of the
14:56
application. A part of the process is somebody in the
14:57
process is somebody in the office is gonna set up an
14:59
office is gonna set up an interview date and time with
14:59
interview date and time with them and plug that into a
15:01
them and plug that into a master uh form and then that
15:03
master uh form and then that automation is gonna either
15:04
automation is gonna either Email or text message in the
15:05
Email or text message in the week the week before the day
15:06
week the week before the day before the interview and give
15:08
before the interview and give them some homework going down
15:09
them some homework going down the DMV to get a driver’s
15:11
the DMV to get a driver’s abstract If you’ve been to the
15:12
abstract If you’ve been to the DMV lately, Cody but let me
15:13
DMV lately, Cody but let me tell you if you’ve been there
15:15
tell you if you’ve been there uh if they got there and waited
15:17
uh if they got there and waited to that list and actually uh
15:19
to that list and actually uh got that driver’s abstract by
15:20
got that driver’s abstract by the time they got to the
15:22
the time they got to the virtual interview or the
15:23
virtual interview or the In-person interview, we knew
15:23
In-person interview, we knew somebody was actually. In that
15:26
somebody was actually. In that job and then we standardized
15:28
job and then we standardized the questions it wasn’t always
15:30
the questions it wasn’t always the same five questions that
15:31
the same five questions that we’d we’d ask more. but there
15:33
we’d we’d ask more. but there was at least five that we asked
15:35
was at least five that we asked every applicant and they also
15:37
every applicant and they also focus on that culture and
15:38
focus on that culture and alignment and if they’re a good
15:40
alignment and if they’re a good fit, but the idea is we had a
15:41
fit, but the idea is we had a non-bias of at least five
15:43
non-bias of at least five questions. every applicant
15:44
questions. every applicant would get asked and then we
15:45
would get asked and then we would rank them AB and C in
15:47
would rank them AB and C in that automation that we could
15:48
that automation that we could pull up that virtual bench and
15:49
pull up that virtual bench and that qualified labor pool uh
15:51
that qualified labor pool uh but right now the labor
15:53
but right now the labor market’s tough so these three
15:54
market’s tough so these three uh low-cost high return. And
15:56
uh low-cost high return. And the ones we use to help tackle
15:59
the ones we use to help tackle those indirect costs up front
16:01
those indirect costs up front and hopefully alleviate the no
16:03
and hopefully alleviate the no shows the turnover the cancels
16:04
shows the turnover the cancels and the effect of morale of our
16:08
and the effect of morale of our folks in the field or even in
16:09
folks in the field or even in the office for that matter. So,
16:11
the office for that matter. So, as we’re looking at We’re
16:13
as we’re looking at We’re before you get into this next
16:15
before you get into this next slide here um the the hiring
16:19
slide here um the the hiring landscape is really different
16:21
landscape is really different right now than it was you know
16:25
right now than it was you know last season when people. The
16:27
last season when people. The stuff up because of the amount
16:28
stuff up because of the amount of layoffs that we’ve had how
16:31
of layoffs that we’ve had how do you think people should be
16:33
do you think people should be going after like
16:35
going after like Non-traditional applicants
16:38
Non-traditional applicants Well, I still think right now
16:39
Well, I still think right now uh for what we’re seeing is
16:40
uh for what we’re seeing is indeed right now is probably a
16:42
indeed right now is probably a hot spot Um there’s some other
16:44
hot spot Um there’s some other place that right now uh that we
16:47
place that right now uh that we traditionally did and I think
16:48
traditionally did and I think Jonathan has done it as well.
16:50
Jonathan has done it as well. He’s probably talked about it
16:51
He’s probably talked about it as academy but um traditionally
16:53
as academy but um traditionally we had a very large, Hispanic
16:55
we had a very large, Hispanic or Guatemala workforce, so we
16:56
or Guatemala workforce, so we would actually sometimes. Go
16:58
would actually sometimes. Go out and recruited some of the
16:59
out and recruited some of the churches um and talk to the
17:01
churches um and talk to the pastors to see if we could
17:03
pastors to see if we could somehow you donate some money
17:04
somehow you donate some money to the church or somehow get
17:06
to the church or somehow get into that ecosystem couple of
17:07
into that ecosystem couple of our managers actually went to
17:09
our managers actually went to the church services um but we
17:11
the church services um but we knew our core group of
17:13
knew our core group of Guatemala employees uh hang out
17:14
Guatemala employees uh hang out at certain churches in certain
17:16
at certain churches in certain areas on the weekends, we went
17:17
areas on the weekends, we went there to actually recuperate
17:18
there to actually recuperate try to recruit them and then,
17:20
try to recruit them and then, in addition we had uh I would
17:23
in addition we had uh I would say as far as our American
17:24
say as far as our American workforce, it was two or three
17:25
workforce, it was two or three trailer parks that a lot of the
17:26
trailer parks that a lot of the guys and girls live. Uh so we
17:28
guys and girls live. Uh so we did some heavy extensive um
17:33
did some heavy extensive um basically advertising to those
17:34
basically advertising to those trailer parks as well as doing
17:35
trailer parks as well as doing a referral program. Uh we’d
17:37
a referral program. Uh we’d always laugh like hey if
17:38
always laugh like hey if somebody’s car broke down or
17:39
somebody’s car broke down or these guys couldn’t get to
17:40
these guys couldn’t get to work, you might as well just
17:41
work, you might as well just buy a bus and just send it over
17:43
buy a bus and just send it over because it was literally it was
17:44
because it was literally it was a central area between three or
17:46
a central area between three or four trailer parks, so that was
17:47
four trailer parks, so that was those were the key areas that
17:48
those were the key areas that we found are best employees
17:50
we found are best employees were hanging out. Yeah um does
17:53
were hanging out. Yeah um does that make sense? Yeah. So what
17:55
that make sense? Yeah. So what I’m thinking is uh. Like I know
18:01
I’m thinking is uh. Like I know a ton of people who worked in
18:04
a ton of people who worked in the service industry like
18:07
the service industry like restaurants bars who are out of
18:10
restaurants bars who are out of work right now um and I mean as
18:13
work right now um and I mean as you know from your days uh
18:18
you know from your days uh DJing uh if you don’t know
18:19
DJing uh if you don’t know about that uh Martha we’ll send
18:21
about that uh Martha we’ll send you a picture and get in touch
18:22
you a picture and get in touch with Martha complete the
18:24
with Martha complete the frosted tips. we know I mean
18:25
frosted tips. we know I mean that and actually when I was a
18:26
that and actually when I was a nightclub DJ um. The individual
18:29
nightclub DJ um. The individual they were great. They were
18:30
they were great. They were great folks because that was
18:32
great folks because that was the opposite work shift um as
18:34
the opposite work shift um as long as they’re responsible at
18:36
long as they’re responsible at night, we’re not all the
18:36
night, we’re not all the vendors they were. They were
18:37
vendors they were. They were really great and it was non
18:38
really great and it was non traditional uh but they were
18:40
traditional uh but they were used to standing on their feet
18:41
used to standing on their feet and going 24/7 and a lot of
18:43
and going 24/7 and a lot of chaos around them so they were
18:45
chaos around them so they were um those were great folks,
18:47
um those were great folks, especially the bouncers and the
18:48
especially the bouncers and the bartenders but I’m just trying
18:50
bartenders but I’m just trying to get strategies out of you
18:51
to get strategies out of you for pursuing you know like back
18:52
for pursuing you know like back of house people at restaurants
18:55
of house people at restaurants and even like waiters in the
18:56
and even like waiters in the front of the house like you
18:57
front of the house like you said they’re used to being on
18:58
said they’re used to being on their feet pushing all day. Uh
19:02
their feet pushing all day. Uh and you know the kitchen maybe
19:04
and you know the kitchen maybe air-conditioned, but it’s not
19:07
air-conditioned, but it’s not what you’re used to that. So
19:08
what you’re used to that. So the kitchen is a tough one. Um
19:10
the kitchen is a tough one. Um I’m not sure how but what I
19:11
I’m not sure how but what I will tell you is business cards
19:13
will tell you is business cards here always have money Uh I
19:15
here always have money Uh I won’t mention the fast food
19:16
won’t mention the fast food joint, but there was one local
19:18
joint, but there was one local one here that uh there’s two or
19:20
one here that uh there’s two or three individuals working that
19:21
three individuals working that fast food um window and just
19:24
fast food um window and just like they weren’t lawn care
19:25
like they weren’t lawn care folks, but I will tell you if
19:27
folks, but I will tell you if you can grab somebody that can
19:28
you can grab somebody that can run and register at McDonald’s
19:30
run and register at McDonald’s or Wendy’s or Tim Hortons or
19:32
or Wendy’s or Tim Hortons or Dunkin Donuts. Those folks are
19:34
Dunkin Donuts. Those folks are handling a lot of different
19:34
handling a lot of different things at once and there’s
19:36
things at once and there’s precision. It’s not your
19:38
precision. It’s not your typical lawn care home cleaning
19:40
typical lawn care home cleaning folk, but I tell you what if
19:40
folk, but I tell you what if you put me on that register at
19:42
you put me on that register at Mcdonald’s with the multi drive
19:44
Mcdonald’s with the multi drive thru, I would fall apart in
19:44
thru, I would fall apart in about 10 minutes. I don’t know
19:45
about 10 minutes. I don’t know how they do it. There is a
19:47
how they do it. There is a skill set as well as um some of
19:49
skill set as well as um some of the management uh for those
19:51
the management uh for those fast food organizations, you
19:52
fast food organizations, you know they’re making 6070 $1000
19:55
know they’re making 6070 $1000 a year but a lot of times they
19:56
a year but a lot of times they don’t like to be stuck in the
19:58
don’t like to be stuck in the hot uh kitchens and in that
20:00
hot uh kitchens and in that environment um but those
20:01
environment um but those individuals that if you could
20:02
individuals that if you could find so that runs and manages
20:04
find so that runs and manages fast food joints um for. A
20:07
fast food joints um for. A corporation they are a really
20:07
corporation they are a really good fit for management style
20:10
good fit for management style of the service business in my
20:12
of the service business in my opinion, at least uh uh but
20:14
opinion, at least uh uh but yeah, it’s tough and you gotta
20:15
yeah, it’s tough and you gotta be ethical but if you’ve got a
20:16
be ethical but if you’ve got a card and you give it to him, I
20:18
card and you give it to him, I tell you what nine times out of
20:19
tell you what nine times out of ten. I got a phone call back
20:20
ten. I got a phone call back within a few days. Good
20:24
within a few days. Good question or any of the
20:24
question or any of the questions are no no no keep
20:26
questions are no no no keep going so as we’re kinda looking
20:28
going so as we’re kinda looking into this now, we wanna
20:29
into this now, we wanna visually breakdown the employer
20:31
visually breakdown the employer recruiting um starting with the
20:32
recruiting um starting with the higher train in the core values
20:34
higher train in the core values So just as a quick visual,
20:36
So just as a quick visual, we’ve got our Craigslist
20:36
we’ve got our Craigslist Facebook indeed uh referrals
20:39
Facebook indeed uh referrals from employees like I talked
20:40
from employees like I talked about and something else We’ve
20:42
about and something else We’ve we’ve recently I’ve been
20:43
we’ve recently I’ve been playing with is a Facebook
20:44
playing with is a Facebook Messenger bots to actually
20:46
Messenger bots to actually create another funnel through
20:47
create another funnel through there through Messenger um, but
20:48
there through Messenger um, but the idea here is what we wanna
20:49
the idea here is what we wanna get them in and we want to
20:51
get them in and we want to interview and align with those
20:52
interview and align with those core values and then we’re
20:53
core values and then we’re gonna go in and hire an onboard
20:55
gonna go in and hire an onboard and reinforce those core values
20:56
and reinforce those core values and then once they’re in there.
20:59
and then once they’re in there. And especially my company in
21:00
And especially my company in the beginning uh before we
21:02
the beginning uh before we really invest in this is we
21:02
really invest in this is we wanted to wow them in line with
21:06
wanted to wow them in line with cultural values and one of the
21:07
cultural values and one of the ways we did that was
21:09
ways we did that was reinforcing public service and
21:10
reinforcing public service and different things. We did, but a
21:11
different things. We did, but a lot of times once we get
21:13
lot of times once we get somebody in the bench and in
21:14
somebody in the bench and in the working for us, uh we kinda
21:16
the working for us, uh we kinda forget to reinforce those core
21:18
forget to reinforce those core values. so those are things
21:18
values. so those are things that are important to continue
21:20
that are important to continue to reinforce and keep them
21:22
to reinforce and keep them engaged and believing in not
21:23
engaged and believing in not just a paycheck. but what you
21:24
just a paycheck. but what you guys actually stand for so. so
21:27
guys actually stand for so. so as you. And maybe we’ve got
21:29
as you. And maybe we’ve got traditional or non traditional
21:32
traditional or non traditional employees now um that we’re
21:33
employees now um that we’re going out to recruit. so how do
21:34
going out to recruit. so how do we attract and sell your
21:35
we attract and sell your company to the right prospects?
21:37
company to the right prospects? but not the wrong one. So uh
21:39
but not the wrong one. So uh this was in the early days of
21:41
this was in the early days of Callahan’s here, but we had uh
21:42
Callahan’s here, but we had uh dug it up and snow removal
21:44
dug it up and snow removal professionals. the lifestyle
21:45
professionals. the lifestyle you desire so that is what
21:47
you desire so that is what we’re standing for. uh we’ve
21:49
we’re standing for. uh we’ve created a company video here
21:50
created a company video here and I’ll break down what I
21:52
and I’ll break down what I included in this, but this is
21:53
included in this, but this is still very applicable uh right
21:55
still very applicable uh right now um but the main thing is
21:57
now um but the main thing is what. Looking for so we set the
22:00
what. Looking for so we set the example of either whether
22:01
example of either whether you’re a subcontractor
22:03
you’re a subcontractor employee, um there’s two
22:04
employee, um there’s two different ads we run, but we we
22:06
different ads we run, but we we we dialed in what the day in a
22:08
we dialed in what the day in a life looks like and what are
22:09
life looks like and what are you gonna be doing what you’ll
22:11
you gonna be doing what you’ll need to be successful and if
22:13
need to be successful and if you wanna stand out here and
22:14
you wanna stand out here and really excel these are the
22:15
really excel these are the things you’re gonna need so we
22:17
things you’re gonna need so we broke those down into what are
22:18
broke those down into what are we looking for What you’ll be
22:20
we looking for What you’ll be doing what you’ll need to be
22:21
doing what you’ll need to be successful and you’ll stand out
22:23
successful and you’ll stand out here if so these things through
22:25
here if so these things through an interview we start hitting
22:26
an interview we start hitting on this major points start to
22:28
on this major points start to figure out if they’re a culture
22:29
figure out if they’re a culture fit and if they can actually
22:31
fit and if they can actually have the work of being outside
22:32
have the work of being outside um so in this. Here or slide
22:35
um so in this. Here or slide deck, depending on how you do
22:36
deck, depending on how you do it, we used to have a big 6070
22:37
it, we used to have a big 6070 inch TV in the office, and we
22:39
inch TV in the office, and we would do a Google slide deck um
22:41
would do a Google slide deck um or PowerPoint or we had a
22:43
or PowerPoint or we had a recorded version when we
22:44
recorded version when we standardize it delegated But
22:45
standardize it delegated But the idea here is it went
22:46
the idea here is it went through every position in the
22:49
through every position in the company and the pay rates and
22:50
company and the pay rates and the responsibilities we show
22:52
the responsibilities we show them that as they came in to
22:53
them that as they came in to the company, there was
22:56
the company, there was literally no glass ceiling.
22:57
literally no glass ceiling. They can evolve from the bottom
22:58
They can evolve from the bottom all the way up to the top to my
23:00
all the way up to the top to my my position. Eventually I got
23:01
my position. Eventually I got replaced so people can actually
23:03
replaced so people can actually see the ballpark range of what
23:04
see the ballpark range of what my salary replacement would
23:05
my salary replacement would have looked like um and then
23:07
have looked like um and then we. Into uh some pictures here,
23:09
we. Into uh some pictures here, so there’s probably I’m
23:11
so there’s probably I’m guessing twelve or fifteen
23:12
guessing twelve or fifteen vehicles here in the shop that
23:14
vehicles here in the shop that we could fit with the guys in
23:15
we could fit with the guys in the morning um near the end of
23:17
the morning um near the end of it, we’re around nineteen or
23:19
it, we’re around nineteen or twenty trucks uh but we had
23:20
twenty trucks uh but we had pictures of literally when we
23:21
pictures of literally when we had two or three trucks, the
23:23
had two or three trucks, the five or six seven or eight and
23:24
five or six seven or eight and then the whole entire fleet. so
23:25
then the whole entire fleet. so we showed as the business grew
23:27
we showed as the business grew that everything kept growing,
23:29
that everything kept growing, so we want to show that it
23:30
so we want to show that it wasn’t just static. it was
23:31
wasn’t just static. it was growth. There’s a potential.
23:32
growth. There’s a potential. there’s a lot of times when
23:33
there’s a lot of times when people go to work for a lawn
23:35
people go to work for a lawn care company probably 95% of
23:36
care company probably 95% of them when they come in as a
23:37
them when they come in as a technician. Never gonna go pass
23:39
technician. Never gonna go pass that crew leader. we want an
23:41
that crew leader. we want an individuals that want to grow
23:42
individuals that want to grow their career. uh in addition to
23:44
their career. uh in addition to that, we had a picture of a guy
23:46
that, we had a picture of a guy with a head. It’s actually my
23:48
with a head. It’s actually my ex brother-in-law and uh he was
23:50
ex brother-in-law and uh he was he was trimming a head and this
23:51
he was trimming a head and this thing must have been about a
23:53
thing must have been about a quarter mile long. it was 90°
23:54
quarter mile long. it was 90° out and he looked like he was
23:55
out and he looked like he was gonna die uh but we showed them
23:58
gonna die uh but we showed them the realities of the work and
23:58
the realities of the work and it was a few other pictures of
24:00
it was a few other pictures of a guy pushing uh basically a
24:02
a guy pushing uh basically a salt spreader and he’d been out
24:03
salt spreader and he’d been out in the rain ice storm for 12
24:05
in the rain ice storm for 12 hours, and it was just soak it
24:06
hours, and it was just soak it look like a wet dog um. We
24:09
look like a wet dog um. We built them up. We wanna make
24:09
built them up. We wanna make sure the line, but we also
24:10
sure the line, but we also kinda wanted to scare the
24:12
kinda wanted to scare the applicants that hey this is out
24:13
applicants that hey this is out in the sun. You’re gonna get a
24:15
in the sun. You’re gonna get a sunburn like it’s hot, you may
24:16
sunburn like it’s hot, you may be carrying equipment for 1011
24:17
be carrying equipment for 1011 hours. You may be out in a
24:19
hours. You may be out in a snowstorm for ten or 11 hours
24:20
snowstorm for ten or 11 hours with some breaks state
24:21
with some breaks state mandates, so we wanted to give
24:23
mandates, so we wanted to give them a taste of the reality um
24:25
them a taste of the reality um and then we touch on some
24:26
and then we touch on some things about culture
24:27
things about culture alignments. we had a culture of
24:29
alignments. we had a culture of giving back so this is a really
24:30
giving back so this is a really sweet couple if you’re on
24:32
sweet couple if you’re on YouTube, you probably can still
24:33
YouTube, you probably can still find it, but um this is a video
24:35
find it, but um this is a video where my manager followed me
24:36
where my manager followed me into this house and they’re I
24:37
into this house and they’re I think their daughter or their.
24:38
think their daughter or their. Submitted them in because every
24:40
Submitted them in because every year before Veterans day, we
24:42
year before Veterans day, we would raffle off free snow
24:43
would raffle off free snow plowing to a veteran uh these
24:45
plowing to a veteran uh these guys had won eight. I figured
24:46
guys had won eight. I figured it was. I’m sure it was
24:47
it was. I’m sure it was probably World War two, but
24:49
probably World War two, but they’re in the mid to late 90s
24:50
they’re in the mid to late 90s really really sweet couple, so
24:52
really really sweet couple, so we surprised him a-game of a
24:53
we surprised him a-game of a certificate for free plowing um
24:54
certificate for free plowing um and they invited us in the
24:56
and they invited us in the house and let us share the
24:58
house and let us share the video. but the idea is we
24:59
video. but the idea is we wanted to reinforce the
25:01
wanted to reinforce the cultural alignment of what we
25:02
cultural alignment of what we stood for and ask the new
25:04
stood for and ask the new employer the potential
25:05
employer the potential employee. How do they feel
25:06
employee. How do they feel about this? Um we wanna give.
25:09
about this? Um we wanna give. And and give that lifestyle
25:09
And and give that lifestyle people desire internally as our
25:11
people desire internally as our employees and externally
25:12
employees and externally outside. So um these are the
25:13
outside. So um these are the types of things that we did and
25:17
types of things that we did and then uh obviously we’re
25:18
then uh obviously we’re constantly recruiting with that
25:19
constantly recruiting with that automated system so I’m not
25:21
automated system so I’m not gonna get into the details of
25:23
gonna get into the details of the idea of the process, but
25:25
the idea of the process, but we’ve got an English and
25:25
we’ve got an English and Spanish landing page and those
25:27
Spanish landing page and those are the job descriptions that
25:29
are the job descriptions that fit culture When we do the
25:30
fit culture When we do the interviewing process, we got
25:31
interviewing process, we got interviews that screen for
25:33
interviews that screen for values alignment and then that
25:34
values alignment and then that selection process is
25:36
selection process is standardized with those five
25:37
standardized with those five questions and that what it
25:38
questions and that what it kinda looks like in an
25:39
kinda looks like in an automated flow uh English and
25:42
automated flow uh English and now basically Street Spanish is
25:43
now basically Street Spanish is what we’ve been. So the final
25:45
what we’ve been. So the final thing is before we go in for
25:47
thing is before we go in for this market or this blueprints
25:49
this market or this blueprints to really go on exponentially
25:50
to really go on exponentially grow your business Is you wanna
25:52
grow your business Is you wanna look at um creating prospects
25:55
look at um creating prospects and leads and Service Autopilot
25:57
and leads and Service Autopilot so Service Autopilot at this
25:58
so Service Autopilot at this point uh in 2020 does not have
26:00
point uh in 2020 does not have the ability to automate
26:02
the ability to automate employees, but we’ve done is
26:04
employees, but we’ve done is taken um clients or leads
26:07
taken um clients or leads basically, and we’ve added some
26:09
basically, and we’ve added some some structure to it and now
26:12
some structure to it and now you can sort down on job
26:13
you can sort down on job applicants and uh this is
26:15
applicants and uh this is something. In Callahan and now
26:17
something. In Callahan and now we’ve repurposed a simple
26:19
we’ve repurposed a simple growth but the idea here is now
26:21
growth but the idea here is now I can go in and filter down to
26:23
I can go in and filter down to those ABC job applicants with
26:25
those ABC job applicants with the date range for a time
26:26
the date range for a time filter. So we’ve created
26:29
filter. So we’ve created basically Jonathan Potion. It’s
26:29
basically Jonathan Potion. It’s virtual bench all inside
26:31
virtual bench all inside Service Autopilot and
26:33
Service Autopilot and foundationally. These are all
26:33
foundationally. These are all the things that in my opinion
26:35
the things that in my opinion you need to have your ducks in
26:36
you need to have your ducks in a row before we go out and dive
26:39
a row before we go out and dive into this life cycle marketing
26:41
into this life cycle marketing to dominate your market so uh
26:44
to dominate your market so uh probably most people tune in to
26:45
probably most people tune in to figure out how to dominate your
26:46
figure out how to dominate your market, but I thought it was
26:48
market, but I thought it was really ethically. I had to get
26:51
really ethically. I had to get to before we do it is you need
26:53
to before we do it is you need that foundation Because if you
26:54
that foundation Because if you go in and do all the things I’m
26:55
go in and do all the things I’m gonna show you here. Uh the
26:56
gonna show you here. Uh the wheels are gonna fall off if
26:57
wheels are gonna fall off if you don’t have those
26:58
you don’t have those foundations um especially the
26:59
foundations um especially the cash flow knowing your numbers
27:01
cash flow knowing your numbers and having the right people on
27:02
and having the right people on the bench so life cycle
27:05
the bench so life cycle marketing is um basically a way
27:08
marketing is um basically a way that we attack our marketing
27:09
that we attack our marketing and really what it is. We’re
27:11
and really what it is. We’re gonna talk to the lead or the
27:13
gonna talk to the lead or the client where they’re at in the
27:14
client where they’re at in the life cycle and what I’m gonna
27:16
life cycle and what I’m gonna suggest is most businesses have
27:19
suggest is most businesses have four or five areas where
27:19
four or five areas where they’re literally physically
27:21
they’re literally physically taking. In their business and
27:25
taking. In their business and dropping in the trash can and
27:26
dropping in the trash can and you can kinda see some of these
27:26
you can kinda see some of these little red cans here along the
27:28
little red cans here along the way so a really high level I’m
27:30
way so a really high level I’m gonna connect life cycle
27:32
gonna connect life cycle marketing and then show you the
27:34
marketing and then show you the different pieces that we use to
27:35
different pieces that we use to go out and dominate my market
27:37
go out and dominate my market um throughout the years so
27:39
um throughout the years so right now we should be probably
27:42
right now we should be probably going out through Facebook
27:43
going out through Facebook AdWords uh nine rounds. That’s
27:45
AdWords uh nine rounds. That’s when you drop a pin on a house
27:46
when you drop a pin on a house that lead comes in and we
27:48
that lead comes in and we market the nine surrounding
27:50
market the nine surrounding homes potentially banner ads
27:51
homes potentially banner ads every door, direct mailing and
27:53
every door, direct mailing and now updated um. We’ve talked
27:55
now updated um. We’ve talked about Cody is Facebook
27:58
about Cody is Facebook Messenger bots that can
27:59
Messenger bots that can automatically estimate uh
28:01
automatically estimate uh pricing based off of the square
28:02
pricing based off of the square footage of Zillow. So we’ve got
28:03
footage of Zillow. So we’ve got the idea we’re driving them
28:06
the idea we’re driving them into our website here and if
28:08
into our website here and if they’re not ready to convert,
28:10
they’re not ready to convert, we should have something called
28:12
we should have something called a lead magnet. I’m gonna break
28:13
a lead magnet. I’m gonna break down with a lead magnet is, but
28:14
down with a lead magnet is, but it’s gonna be a simple. ask for
28:16
it’s gonna be a simple. ask for first name last name and email
28:18
first name last name and email that gets them inside Service
28:19
that gets them inside Service Autopilot because if you’re
28:20
Autopilot because if you’re spending all this money on
28:21
spending all this money on Facebook and AdWords and nine
28:23
Facebook and AdWords and nine rounds, you’re driving traffic
28:23
rounds, you’re driving traffic to. But if you’re not capturing
28:27
to. But if you’re not capturing them if they’re not committing
28:28
them if they’re not committing to an estimate, you’re throwing
28:29
to an estimate, you’re throwing all that marketing money away.
28:30
all that marketing money away. so we’re gonna have a lead
28:31
so we’re gonna have a lead magnet so we can continue to
28:32
magnet so we can continue to nurture them and when they’re
28:33
nurture them and when they’re ready to buy, hopefully we’re
28:35
ready to buy, hopefully we’re top of friend of mine. In
28:36
top of friend of mine. In addition, we really should have
28:37
addition, we really should have a Facebook pixel on the back
28:39
a Facebook pixel on the back pay back end of your landing
28:40
pay back end of your landing page or your website to go out
28:42
page or your website to go out and retarget them through a
28:44
and retarget them through a custom audience. Um these are
28:46
custom audience. Um these are things that can be set up very
28:47
things that can be set up very quickly and easily, and there’s
28:49
quickly and easily, and there’s pennies on the dollar, but if
28:50
pennies on the dollar, but if you’re not tracking a lead
28:51
you’re not tracking a lead magnet that Facebook pixel and
28:53
magnet that Facebook pixel and retargeting. Audience of people
28:55
retargeting. Audience of people that have hit that website.
28:57
that have hit that website. that’s one hole in your sales
29:00
that’s one hole in your sales funnel. We really should have a
29:02
funnel. We really should have a short-term education in some
29:03
short-term education in some kind of automated. follow up.
29:04
kind of automated. follow up. so this is very similar to what
29:05
so this is very similar to what we do in 20 days to close. So
29:07
we do in 20 days to close. So we’re educated on how to do the
29:09
we’re educated on how to do the service themselves and whatever
29:11
service themselves and whatever service you’re interested. But
29:12
service you’re interested. But when that process we’re
29:13
when that process we’re overcoming in the sales price
29:14
overcoming in the sales price objection. so we’re shortening
29:15
objection. so we’re shortening that sales cycle and we’re
29:16
that sales cycle and we’re making the business owner the
29:18
making the business owner the experts we’re creating a higher
29:19
experts we’re creating a higher perceived value, so you can
29:20
perceived value, so you can charge a higher price uh most
29:23
charge a higher price uh most service. Including my own in
29:25
service. Including my own in the early, they didn’t have the
29:26
the early, they didn’t have the time or the ability to follow
29:27
time or the ability to follow up on an estimate. so we’ve
29:28
up on an estimate. so we’ve used Service Autopilot
29:30
used Service Autopilot automations to follow up um in
29:32
automations to follow up um in that 20 days to close process.
29:35
that 20 days to close process. so if we lose that estimate the
29:36
so if we lose that estimate the next hole that you’re
29:37
next hole that you’re potentially gonna see is lost
29:39
potentially gonna see is lost estimates. Do you have a way to
29:41
estimates. Do you have a way to bundle them up per service,
29:43
bundle them up per service, nurture them and then about a
29:45
nurture them and then about a month to month and a half
29:46
month to month and a half before that particular season
29:47
before that particular season starts, so if we’re going into
29:48
starts, so if we’re going into the fall and all our estimates
29:50
the fall and all our estimates for a full-time, aeration and
29:52
for a full-time, aeration and overseeding uh do we have a way
29:53
overseeding uh do we have a way to go out. Activate them and
29:55
to go out. Activate them and upsell that service so instead
29:57
upsell that service so instead of taking all that marketing
29:59
of taking all that marketing money and literally taking all
29:59
money and literally taking all the lost estimates and
30:01
the lost estimates and physically or you know somewhat
30:03
physically or you know somewhat physically taking the thrown
30:03
physically taking the thrown them in the trash. Now, we’re
30:05
them in the trash. Now, we’re creating a database that we can
30:07
creating a database that we can nurture and up sell um if the
30:10
nurture and up sell um if the sale is one do we have a way if
30:13
sale is one do we have a way if it’s a one time sale so very
30:15
it’s a one time sale so very similar like a cleaning company
30:16
similar like a cleaning company if somebody signs up for a
30:17
if somebody signs up for a one-time cleaning but doesn’t
30:19
one-time cleaning but doesn’t buy the reoccurring weekly or
30:20
buy the reoccurring weekly or biweekly cleaning or lawn care
30:22
biweekly cleaning or lawn care if they sign up for one time
30:23
if they sign up for one time spring clean up in the
30:24
spring clean up in the beginning of the year, but they
30:25
beginning of the year, but they haven’t. A reoccurring
30:27
haven’t. A reoccurring fertilizing your mowing, we
30:29
fertilizing your mowing, we should have some place in a
30:30
should have some place in a fact to make sure the
30:33
fact to make sure the automation or manual process
30:34
automation or manual process triggers 5 days after that
30:35
triggers 5 days after that service, if they haven’t
30:36
service, if they haven’t scheduled a reoccurring service
30:37
scheduled a reoccurring service to upsell it otherwise you’ve
30:39
to upsell it otherwise you’ve got a huge hole in your sales
30:40
got a huge hole in your sales funnel here and then. When
30:42
funnel here and then. When we’ve got that reoccurring sale
30:45
we’ve got that reoccurring sale right out the gate, a gateway
30:47
right out the gate, a gateway service, we’re gonna talk about
30:48
service, we’re gonna talk about Gateway services here in a
30:50
Gateway services here in a minute um do we have a way to
30:52
minute um do we have a way to upsell another reoccurring
30:54
upsell another reoccurring service so something that we’ve
30:55
service so something that we’ve seen uh real success in the
30:57
seen uh real success in the Service, Autopilot Academy
30:59
Service, Autopilot Academy ecosystem without giving away
31:00
ecosystem without giving away any of the tips or tricks is a
31:02
any of the tips or tricks is a lot of the academy members and
31:05
lot of the academy members and regular academy members are
31:06
regular academy members are taking the teachings of the
31:07
taking the teachings of the academy and saying how can we
31:09
academy and saying how can we take a stop of say
31:11
take a stop of say fertilization and maybe?
31:14
fertilization and maybe? Perimeter past and mosquitoes,
31:16
Perimeter past and mosquitoes, so now that we’re not now that
31:17
so now that we’re not now that we’re going there with the same
31:18
we’re going there with the same truck and very minimal
31:20
truck and very minimal equipment expense. We’re not
31:21
equipment expense. We’re not only fertilizing but we’re
31:22
only fertilizing but we’re doing perimeter past and we’re
31:24
doing perimeter past and we’re doing mosquitoes or an extra 10
31:26
doing mosquitoes or an extra 10 minutes they’ve tripled or
31:28
minutes they’ve tripled or doubled the bottom line uh
31:30
doubled the bottom line uh margin on that. so we’re going
31:31
margin on that. so we’re going out and creating a process
31:34
out and creating a process there and then we wanna go out
31:35
there and then we wanna go out and cross sell and upgrade with
31:38
and cross sell and upgrade with seasonal timing and then be
31:39
seasonal timing and then be able to cancel any reacting in
31:41
able to cancel any reacting in any laws or cancels again based
31:44
any laws or cancels again based on the seasonality. So those
31:45
on the seasonality. So those are the kind of core areas that
31:46
are the kind of core areas that you wanna look at before we
31:47
you wanna look at before we dive in to the. You take aways
31:50
dive in to the. You take aways of this talk, but the next
31:52
of this talk, but the next thing we’re looking at is I
31:53
thing we’re looking at is I talk about a lead magnet, Cody
31:54
talk about a lead magnet, Cody and uh a lead magnet. It’s just
31:57
and uh a lead magnet. It’s just literally something of value.
31:58
literally something of value. So this is right off the
31:58
So this is right off the Callahan’s website uh six
32:01
Callahan’s website uh six reasons to hire a professional
32:02
reasons to hire a professional video series and we utilize the
32:04
video series and we utilize the back end of the service,
32:06
back end of the service, Autopilot form and it would
32:06
Autopilot form and it would automatically enter them into
32:08
automatically enter them into the Service. Autopilot and we’d
32:09
the Service. Autopilot and we’d start nurturing them uh so lead
32:11
start nurturing them uh so lead Magnet ideas video series,
32:13
Magnet ideas video series, white paper or how-to guides
32:14
white paper or how-to guides with pictures. So this is
32:18
with pictures. So this is actually a screenshot here when
32:19
actually a screenshot here when we had the pleasure of flying
32:20
we had the pleasure of flying down to Dallas uh a year or two
32:22
down to Dallas uh a year or two ago to meet with all of the.
32:25
ago to meet with all of the. Autopilot Academy Elite so
32:26
Autopilot Academy Elite so people are watching this and
32:28
people are watching this and wondering about the academy um
32:29
wondering about the academy um from the things I’ve seen it is
32:32
from the things I’ve seen it is worth every penny Uh it is
32:34
worth every penny Uh it is great and they bring in
32:35
great and they bring in professionals in like Jason Cop
32:37
professionals in like Jason Cop um Jim Houston. They brought
32:39
um Jim Houston. They brought the team in uh but we had the
32:41
the team in uh but we had the pleasure hanging out with the
32:42
pleasure hanging out with the Academy Elite 2 days and part
32:43
Academy Elite 2 days and part of that time we thought in uh
32:45
of that time we thought in uh did automations with them, but
32:47
did automations with them, but one of the things we provided
32:48
one of the things we provided them as an elite member as your
32:51
them as an elite member as your four biggest essentials for
32:53
four biggest essentials for lawn care, and this was a lead
32:53
lawn care, and this was a lead magnet with all the content
32:55
magnet with all the content that we wrote for them um but a
32:56
that we wrote for them um but a lot of Academy members are
32:57
lot of Academy members are still using this coded and
32:58
still using this coded and actually have a really good
32:59
actually have a really good success for.
33:02
Um up to that point, you have
33:03
Um up to that point, you have any questions. Good stuff is
33:07
any questions. Good stuff is there somewhere if people want
33:10
there somewhere if people want a copy of that flow chart um if
33:14
a copy of that flow chart um if that’s something that they can
33:15
that’s something that they can get it or can we come back and
33:16
get it or can we come back and put it in the comments later?
33:18
put it in the comments later? Yeah, we could put it in the
33:18
Yeah, we could put it in the comments I can uh I can put it
33:19
comments I can uh I can put it right on the Messenger bot
33:21
right on the Messenger bot right on the Simple Grove
33:22
right on the Simple Grove Facebook page and um you know,
33:24
Facebook page and um you know, give me about 24 hours and
33:25
give me about 24 hours and we’ll we’ll put that back on
33:26
we’ll we’ll put that back on the notes and we’ll just have
33:27
the notes and we’ll just have they can type in slides or
33:29
they can type in slides or whatever that is and uh it’ll
33:30
whatever that is and uh it’ll automatically give the PDF
33:31
automatically give the PDF download right there. Awesome.
33:33
download right there. Awesome. Yeah. I think that would be a
33:34
Yeah. I think that would be a really helpful thing to like
33:35
really helpful thing to like print out and have your.
33:38
print out and have your. Especially as you’re thinking
33:38
Especially as you’re thinking about your marketing plan, just
33:40
about your marketing plan, just being able to identify which of
33:42
being able to identify which of those trash cans, you’re
33:44
those trash cans, you’re letting people fall into that.
33:46
letting people fall into that. Absolutely. Yeah. definitely.
33:47
Absolutely. Yeah. definitely. yeah happy to do that. So if
33:50
yeah happy to do that. So if you’re an ESA five and you
33:51
you’re an ESA five and you heard Jonathan’s talk, he
33:51
heard Jonathan’s talk, he talked about anchoring your
33:53
talked about anchoring your business with two to three core
33:55
business with two to three core recurring services. So I’m
33:58
recurring services. So I’m gonna break this down kind of
33:59
gonna break this down kind of industry specific So lawn care
34:00
industry specific So lawn care what I’m gonna recommend as a
34:02
what I’m gonna recommend as a core recurring service is your
34:03
core recurring service is your lawn care so as far as lawn
34:07
lawn care so as far as lawn mowing fertilization. Are your
34:09
mowing fertilization. Are your two core uh Gateway services,
34:11
two core uh Gateway services, so those are things that you
34:13
so those are things that you can go in right now and measure
34:14
can go in right now and measure through smart maps or maps Pro,
34:16
through smart maps or maps Pro, depending on version two
34:17
depending on version two version three and it
34:18
version three and it automatically calculate the
34:20
automatically calculate the price budget time and sell over
34:21
price budget time and sell over the phone Now Home Cleaning uh
34:24
the phone Now Home Cleaning uh it’s pretty interesting so you
34:25
it’s pretty interesting so you can actually pull the square
34:26
can actually pull the square footage of the Zillow pretty
34:28
footage of the Zillow pretty quickly in the office and ask
34:30
quickly in the office and ask qualifying questions of number
34:31
qualifying questions of number of people that’s different
34:33
of people that’s different things for that. Um you know
34:34
things for that. Um you know kind of that dirt. How dirty is
34:36
kind of that dirt. How dirty is the house um but? We want to be
34:39
the house um but? We want to be able to sell um two, maybe
34:41
able to sell um two, maybe three recurring services right
34:43
three recurring services right over the phone and close them
34:45
over the phone and close them right there cuz speed is the
34:46
right there cuz speed is the name of the game so when we
34:49
name of the game so when we anchor those two to three
34:50
anchor those two to three recurring services’, how to use
34:51
recurring services’, how to use digital marketing to cast that
34:53
digital marketing to cast that broad net and we’re gonna use
34:55
broad net and we’re gonna use such things as custom audiences
34:57
such things as custom audiences in Facebook uh list of
34:59
in Facebook uh list of prospects and Service Autopilot
35:01
prospects and Service Autopilot imports into the Facebook for
35:01
imports into the Facebook for other custom audience and then
35:04
other custom audience and then Facebook ads targeting your
35:05
Facebook ads targeting your ideal geographic neighborhoods
35:07
ideal geographic neighborhoods or demographics. We’re just
35:08
or demographics. We’re just gonna plug basically a geofence
35:10
gonna plug basically a geofence over your service area or your
35:12
over your service area or your ideal service area. We’re gonna
35:14
ideal service area. We’re gonna go out and cast that digital
35:14
go out and cast that digital net and we’re gonna have that
35:16
net and we’re gonna have that Facebook pixel on that website,
35:18
Facebook pixel on that website, so we can retarget those people
35:19
so we can retarget those people as they look at it, but the
35:20
as they look at it, but the idea is the digital net is
35:22
idea is the digital net is gonna cast on your whole entire
35:24
gonna cast on your whole entire service area um but now we’re
35:27
service area um but now we’re getting customers popping up
35:28
getting customers popping up over here over here over there,
35:30
over here over here over there, Cody and name of the game is
35:32
Cody and name of the game is density so we don’t wanna be
35:34
density so we don’t wanna be driving all over. so what we’re
35:35
driving all over. so what we’re gonna do then is use offline
35:38
gonna do then is use offline marketing to zero in for route
35:41
marketing to zero in for route density and the way we’re gonna
35:41
density and the way we’re gonna do. Use maps to create a list
35:44
do. Use maps to create a list I’m gonna show you how to do
35:46
I’m gonna show you how to do property specific pricing a
35:47
property specific pricing a couple of things that we did at
35:49
couple of things that we did at Callahan’s it actually we had a
35:50
Callahan’s it actually we had a list of over 10000 homes being
35:54
list of over 10000 homes being currently mowed by commercial
35:55
currently mowed by commercial our competitors. So I’m gonna
35:56
our competitors. So I’m gonna break that down for you how you
35:57
break that down for you how you can do that in your market
35:58
can do that in your market before it’s too late for the
36:00
before it’s too late for the fall um and then we also use to
36:01
fall um and then we also use to send gym integration for cards,
36:03
send gym integration for cards, gifts and ringless voicemail
36:05
gifts and ringless voicemail bombs. So we’re gonna cast that
36:06
bombs. So we’re gonna cast that digital that out through
36:08
digital that out through Facebook and maybe pay per
36:09
Facebook and maybe pay per click and then we’re gonna use
36:10
click and then we’re gonna use offline marketing to focus. In
36:12
offline marketing to focus. In the areas we’re already at or
36:13
the areas we’re already at or if you’re looking at the map,
36:15
if you’re looking at the map, the big gaps between your dents
36:17
the big gaps between your dents area, so we can minimize that
36:18
area, so we can minimize that non billable drive time. So
36:20
non billable drive time. So we’re gonna dive in now to show
36:21
we’re gonna dive in now to show you how we use Service
36:22
you how we use Service Autopilot actually um handle
36:25
Autopilot actually um handle these objectives here. Hey, I
36:26
these objectives here. Hey, I wanna uh one thing real quick
36:29
wanna uh one thing real quick about your Facebook retargeting
36:32
about your Facebook retargeting You have the Pixel set up on
36:33
You have the Pixel set up on your website. Anyone who comes
36:36
your website. Anyone who comes through no matter what source
36:37
through no matter what source they’re coming from. so if
36:39
they’re coming from. so if they’re coming from an AdWords,
36:41
they’re coming from an AdWords, click they’re coming from
36:42
click they’re coming from their. Told them about your
36:45
their. Told them about your company, you know whatever that
36:47
company, you know whatever that source is if they have a
36:49
source is if they have a Facebook account, they’re
36:50
Facebook account, they’re getting put into your custom
36:52
getting put into your custom audience to then get followed
36:52
audience to then get followed around on Facebook by you so
36:56
around on Facebook by you so that retargeting audience is so
36:58
that retargeting audience is so important because it helps uh
37:00
important because it helps uh you spend a little bit more but
37:02
you spend a little bit more but it makes all of your uh
37:06
it makes all of your uh campaigns More successful.
37:08
campaigns More successful. Okay. Yeah, no good input and I
37:11
Okay. Yeah, no good input and I mean I’m I’m actually I was
37:11
mean I’m I’m actually I was planning on it but. Couple of
37:14
planning on it but. Couple of screenshots I have or maybe are
37:15
screenshots I have or maybe are well, I know a couple of little
37:17
well, I know a couple of little outdated just with the Facebook
37:18
outdated just with the Facebook pixel um cuz it’s constantly
37:19
pixel um cuz it’s constantly moving but uh I will give
37:21
moving but uh I will give everybody an idea of where to
37:22
everybody an idea of where to find that stuff as well and you
37:23
find that stuff as well and you may have some to put that Cody
37:25
may have some to put that Cody uh but the online marketing
37:26
uh but the online marketing that Facebook pixel so uh use
37:28
that Facebook pixel so uh use the knowledge you gather about
37:30
the knowledge you gather about them to build a strong
37:31
them to build a strong relationship so tar target
37:33
relationship so tar target those users have been to a
37:34
those users have been to a certain page of your website If
37:35
certain page of your website If you want so maybe somebody was
37:37
you want so maybe somebody was looking at snow removal, lawn
37:38
looking at snow removal, lawn care or pest control, go out
37:40
care or pest control, go out and you can basically dial in
37:41
and you can basically dial in to certain. Are all the pages
37:43
to certain. Are all the pages on your website track how many
37:46
on your website track how many visitors converted after seeing
37:46
visitors converted after seeing a particular ad on Facebook and
37:49
a particular ad on Facebook and then the stats most new sales
37:50
then the stats most new sales take about 43 days to convert
37:53
take about 43 days to convert into a customer. uh a
37:54
into a customer. uh a Callahan’s? What I read. I ran
37:55
Callahan’s? What I read. I ran the metrics before this talk it
37:57
the metrics before this talk it was about 64 days, so we need
38:00
was about 64 days, so we need to continually be out with
38:01
to continually be out with those retargeting ads to stay
38:02
those retargeting ads to stay in front of them and go short
38:04
in front of them and go short term in the long-term nurture
38:06
term in the long-term nurture depending where they’re at in
38:06
depending where they’re at in that customer life cycle Uh and
38:08
that customer life cycle Uh and on average, they will click at
38:09
on average, they will click at least five calls to actions So
38:11
least five calls to actions So CTAs before buying. So it could
38:13
CTAs before buying. So it could be that lead magnet it could be
38:15
be that lead magnet it could be um the Google Review link it
38:17
um the Google Review link it could be the customer
38:18
could be the customer testimonials you have on your
38:20
testimonials you have on your website. um so you wanna make
38:21
website. um so you wanna make sure you got enough beef in
38:22
sure you got enough beef in there that they can go through
38:24
there that they can go through and click on different things.
38:25
and click on different things. Um we wanna continue to provide
38:27
Um we wanna continue to provide that free value of content uh
38:29
that free value of content uh to let those cold leads know
38:30
to let those cold leads know who we are and hopefully
38:32
who we are and hopefully warming up so that they’re
38:33
warming up so that they’re ready to buy and we definitely
38:35
ready to buy and we definitely wanna go out to education and
38:37
wanna go out to education and not a sales pitch cuz we wanna
38:39
not a sales pitch cuz we wanna get them to know like and trust
38:40
get them to know like and trust us and those are gonna convert.
38:43
us and those are gonna convert. Better customers so as you go
38:45
Better customers so as you go into the Facebook ads uh Pixel
38:46
into the Facebook ads uh Pixel now like I said some of the
38:47
now like I said some of the stuff has been moved around,
38:49
stuff has been moved around, but this at least give you a
38:50
but this at least give you a base idea of kind of the things
38:51
base idea of kind of the things you need if you don’t have it.
38:53
you need if you don’t have it. um so right now, we’re gonna go
38:54
um so right now, we’re gonna go and set the Pixel here um and
38:58
and set the Pixel here um and we’re gonna select our campaign
39:00
we’re gonna select our campaign objectives so most people are
39:02
objectives so most people are driving brand awareness um or
39:04
driving brand awareness um or Messenger right now uh but
39:06
Messenger right now uh but obviously you wanna talk to a
39:07
obviously you wanna talk to a Facebook ads expert before you
39:09
Facebook ads expert before you do this, but I wanted to give
39:10
do this, but I wanted to give you some overview kind of what
39:11
you some overview kind of what this looks like behind the
39:12
this looks like behind the scenes if you’ve never gone
39:13
scenes if you’ve never gone into uh the ads manager. So the
39:17
into uh the ads manager. So the next thing is we wanna go in
39:18
next thing is we wanna go in and name the campaign, make it
39:20
and name the campaign, make it something with a standardized
39:21
something with a standardized naming convention, so you can
39:22
naming convention, so you can go back historically and see
39:23
go back historically and see what it is and it makes sense
39:25
what it is and it makes sense um and then we wanna go in and
39:28
um and then we wanna go in and grab that Pixel and it could be
39:30
grab that Pixel and it could be from any URL on your website or
39:33
from any URL on your website or it contains this so people have
39:35
it contains this so people have visited the specific web pages
39:37
visited the specific web pages in the last 30 days. I believe
39:39
in the last 30 days. I believe what is 180 days uh that can be
39:41
what is 180 days uh that can be retargeted now. Uh Yeah, it
39:43
retargeted now. Uh Yeah, it depends on what kind.
39:47
depends on what kind. Retargeting your setting up uh
39:48
Retargeting your setting up uh there’s some things that will
39:49
there’s some things that will go 365 Okay. So obviously we
39:52
go 365 Okay. So obviously we wanna set that um retargeting
39:54
wanna set that um retargeting as well. Yeah and then we wanna
39:57
as well. Yeah and then we wanna downsize our gateway service,
39:58
downsize our gateway service, so we’re gonna sell those core
39:59
so we’re gonna sell those core services like lawn mowing
40:01
services like lawn mowing fertilizing or the cleaning
40:03
fertilizing or the cleaning over the phone. so we’re gonna
40:04
over the phone. so we’re gonna use the utilize maps pro to
40:06
use the utilize maps pro to measure the property or get the
40:07
measure the property or get the uh custom fields of Zillow for
40:09
uh custom fields of Zillow for the home square footage for
40:10
the home square footage for cleaning. We’re gonna create
40:12
cleaning. We’re gonna create custom fields and store them in
40:14
custom fields and store them in there so turf square footage.
40:15
there so turf square footage. your home square footage goes
40:16
your home square footage goes in there and then we have price
40:18
in there and then we have price matrices that automatically
40:19
matrices that automatically calculate the price a budget
40:20
calculate the price a budget and time and a cost before. In
40:23
and time and a cost before. In the pre templated Service,
40:24
the pre templated Service, Autopilot estimates so it’s
40:26
Autopilot estimates so it’s pre-built templates are gonna
40:27
pre-built templates are gonna create speed and accuracy and
40:29
create speed and accuracy and allow people to down sell. So
40:31
allow people to down sell. So we’re not gonna try to sell
40:32
we’re not gonna try to sell everything in our our our our
40:35
everything in our our our our service offering we’re just
40:37
service offering we’re just gonna get them on the one or
40:38
gonna get them on the one or two services we can get them
40:39
two services we can get them over the phone quickly and then
40:41
over the phone quickly and then we’re gonna go back out there
40:42
we’re gonna go back out there and say twenty to 30 days and
40:46
and say twenty to 30 days and upsell additional reoccurring
40:46
upsell additional reoccurring services so the idea is lock em
40:48
services so the idea is lock em up on the phone for speed and
40:51
up on the phone for speed and accuracy. So. Now that we’ve
40:53
accuracy. So. Now that we’ve gone in and cast that digital
40:56
gone in and cast that digital net um and sold over the phone.
40:59
net um and sold over the phone. we really wanna go offline and
41:01
we really wanna go offline and build route density so in the
41:03
build route density so in the leads feature in version two of
41:05
leads feature in version two of Service Autopilot, we’re able
41:07
Service Autopilot, we’re able to go in and dial into a map
41:09
to go in and dial into a map here. What I’ve done is you can
41:12
here. What I’ve done is you can see here these tabs here this
41:13
see here these tabs here this yellow ones um I can go in and
41:17
yellow ones um I can go in and click on each house in a
41:19
click on each house in a neighborhood or the nine
41:21
neighborhood or the nine surrounding houses and what it
41:21
surrounding houses and what it does is it creates a legal list
41:23
does is it creates a legal list here for you. so what we did is
41:25
here for you. so what we did is we made. Of all the homes
41:30
we made. Of all the homes around our existing clients and
41:32
around our existing clients and then we brought college kids in
41:33
then we brought college kids in the in the winter to actually
41:35
the in the winter to actually go in and create property
41:37
go in and create property specific pricing based on our
41:38
specific pricing based on our matrices and then we did direct
41:41
matrices and then we did direct mail campaigns offline to those
41:44
mail campaigns offline to those homes um and that was one of
41:45
homes um and that was one of the place. The additional play
41:46
the place. The additional play was we actually went out and um
41:49
was we actually went out and um took like a notebook and it you
41:51
took like a notebook and it you know ethically. I think this is
41:53
know ethically. I think this is okay. I didn’t make some of my
41:54
okay. I didn’t make some of my competitors really happy when
41:55
competitors really happy when we did it uh but we drove
41:56
we did it uh but we drove around. Single neighborhood
41:58
around. Single neighborhood that we uh we service Cody and
42:00
that we uh we service Cody and we created a list and it was
42:01
we created a list and it was like 123 Main Street. We put
42:03
like 123 Main Street. We put the name of the street in the
42:05
the name of the street in the notebook and then just listed
42:06
notebook and then just listed the house numbers underneath it
42:07
the house numbers underneath it and this we end up creating a
42:09
and this we end up creating a database about 10000 homes and
42:11
database about 10000 homes and we could tell they’re being
42:13
we could tell they’re being mode uh at least in the
42:14
mode uh at least in the Northeast by the lines in the
42:16
Northeast by the lines in the lawn in the front. when we
42:17
lawn in the front. when we drove up, you could tell this
42:18
drove up, you could tell this lawn was probably commercially
42:20
lawn was probably commercially mowed here, especially when
42:21
mowed here, especially when you’re looking at it directly.
42:22
you’re looking at it directly. so any long that look like it’s
42:24
so any long that look like it’s commercially mowed. We added it
42:25
commercially mowed. We added it to the list and then we had uh
42:26
to the list and then we had uh some. It’s in the winter me and
42:29
some. It’s in the winter me and create a database and then what
42:31
create a database and then what we did. um I’ll show you a
42:32
we did. um I’ll show you a picture of it. A little bit is
42:33
picture of it. A little bit is we mailed all of those out the
42:35
we mailed all of those out the property specific pricing and
42:36
property specific pricing and on the envelope uh the we went
42:39
on the envelope uh the we went to a house that did it and it
42:41
to a house that did it and it said Lawn mowing customer with
42:43
said Lawn mowing customer with the address um and the first
42:45
the address um and the first time we did that we had a very
42:48
time we did that we had a very significant um adoption rate
42:50
significant um adoption rate now the effectiveness went down
42:52
now the effectiveness went down with the first year. uh we
42:53
with the first year. uh we probably picked up over 200
42:54
probably picked up over 200 lawn mowing accounts alone, but
42:56
lawn mowing accounts alone, but we had the lawn mowing the
42:57
we had the lawn mowing the fertilizing in the aeration
42:59
fertilizing in the aeration overseeing all there are three
43:00
overseeing all there are three options and then bug on and
43:01
options and then bug on and save um, but that’s. One way of
43:04
save um, but that’s. One way of using Service Autopilot um and
43:05
using Service Autopilot um and then if you’re using a product
43:08
then if you’re using a product like send Jim, a Radius Bomb
43:10
like send Jim, a Radius Bomb would literally just drop here
43:12
would literally just drop here and it would grab the closest
43:13
and it would grab the closest nine addresses and could
43:14
nine addresses and could potentially automatically send
43:16
potentially automatically send postcards One three or five
43:17
postcards One three or five times is what I’d recommend uh
43:20
times is what I’d recommend uh but probably three or five is
43:21
but probably three or five is what you want, but the idea is
43:21
what you want, but the idea is you can do this manually or you
43:23
you can do this manually or you can automate it through. send
43:24
can automate it through. send Jim and then when a streamline
43:27
Jim and then when a streamline our pricing with the pricing
43:28
our pricing with the pricing matrix, I thought I told you
43:29
matrix, I thought I told you about so this is a big
43:30
about so this is a big commercial property where we
43:31
commercial property where we actually went out and drop
43:33
actually went out and drop this. Uh to measure the the
43:36
this. Uh to measure the the gross and then we’d go in
43:37
gross and then we’d go in around the building and
43:38
around the building and parking-lot and suck that out
43:39
parking-lot and suck that out with the plus and minus of
43:41
with the plus and minus of Service Autopilot maps, pro or
43:43
Service Autopilot maps, pro or smart maps now and Vthree, But
43:45
smart maps now and Vthree, But these are the things that we’d
43:46
these are the things that we’d wanna do we. We do that for the
43:48
wanna do we. We do that for the nine the nine rounds or that
43:50
nine the nine rounds or that database as well. Um so
43:52
database as well. Um so everything went out with
43:53
everything went out with property specific pricing and
43:54
property specific pricing and it allowed us to sell even
43:56
it allowed us to sell even quicker. So offline marketing
44:00
quicker. So offline marketing 3000 or 300000 plus direct mail
44:01
3000 or 300000 plus direct mail pieces in one spring. This is a
44:04
pieces in one spring. This is a picture of uh what we did here,
44:05
picture of uh what we did here, but in the bags go way beyond
44:08
but in the bags go way beyond here uh but that’s me in the
44:09
here uh but that’s me in the background, Everything stacked
44:10
background, Everything stacked here and all these bags are
44:13
here and all these bags are portion of the direct EDM and
44:16
portion of the direct EDM and direct mail piece that we did
44:17
direct mail piece that we did so we had EDM every direct
44:18
so we had EDM every direct mailing and then we have
44:20
mailing and then we have property specific mailing um in
44:21
property specific mailing um in there as well uh with services
44:25
there as well uh with services and the key to this really is
44:26
and the key to this really is if you’re gonna drop a thirty
44:27
if you’re gonna drop a thirty to $40000 spend or even three
44:29
to $40000 spend or even three or 4000 uh you don’t wanna. It
44:31
or 4000 uh you don’t wanna. It out and say 300000 flyers out
44:35
out and say 300000 flyers out to 3300000 homes. you would
44:38
to 3300000 homes. you would wanna go out three to nine
44:41
wanna go out three to nine times and have each house get
44:43
times and have each house get three to five different um
44:46
three to five different um mailings cuz it’s that
44:47
mailings cuz it’s that frequency they need to see it
44:48
frequency they need to see it three to five times for it
44:49
three to five times for it resonates so if you’re looking
44:51
resonates so if you’re looking at a massive ad spend you want
44:53
at a massive ad spend you want to consolidate that down and
44:55
to consolidate that down and take whatever that is and and
44:57
take whatever that is and and hit those folks. So uh the page
44:59
hit those folks. So uh the page we did a full page insert in
45:00
we did a full page insert in the community newspaper that
45:01
the community newspaper that went out nine different. It’s
45:04
went out nine different. It’s three different ad copies and
45:05
three different ad copies and they alternated 123123123. It’s
45:08
they alternated 123123123. It’s interesting by the third time
45:09
interesting by the third time it went around. They’re like
45:11
it went around. They’re like Oh, we recognize you but the
45:12
Oh, we recognize you but the first one they had no idea They
45:13
first one they had no idea They just threw in the trash, but it
45:15
just threw in the trash, but it started to build so those are
45:16
started to build so those are some of the keys to success
45:18
some of the keys to success there um and once you did this,
45:19
there um and once you did this, we wanted to create this
45:20
we wanted to create this prebuilt estimate template with
45:21
prebuilt estimate template with the pricing matrix. I’m talking
45:22
the pricing matrix. I’m talking about so in the lawn, mowing
45:25
about so in the lawn, mowing example the square footage here
45:27
example the square footage here for 11000 square feet,
45:28
for 11000 square feet, fictitious calculated the price
45:30
fictitious calculated the price of 55 bucks .48 hours to do it
45:33
of 55 bucks .48 hours to do it on site in a cost of. Dollars
45:35
on site in a cost of. Dollars and 72¢ before profit and then
45:39
and 72¢ before profit and then we have the ability to break
45:40
we have the ability to break down my market in either postal
45:43
down my market in either postal codes of towns. so we put the
45:44
codes of towns. so we put the number one in here, a
45:45
number one in here, a calculated that $8.09 for
45:48
calculated that $8.09 for mobilization that non billable
45:50
mobilization that non billable time now, if you’re working
45:51
time now, if you’re working with an expert like Jason Cup,
45:52
with an expert like Jason Cup, uh he may give you a number you
45:55
uh he may give you a number you break even or may cover that
45:57
break even or may cover that non billable drive time on
45:59
non billable drive time on average in your over budget.
46:00
average in your over budget. But what you’re gonna find is
46:01
But what you’re gonna find is you may not wanna charge extra
46:03
you may not wanna charge extra because it’s already included
46:04
because it’s already included in your hourly um revenue. But
46:08
in your hourly um revenue. But the biggest disconnect is folks
46:10
the biggest disconnect is folks don’t put a budget in time for
46:11
don’t put a budget in time for the certain areas that they’re
46:13
the certain areas that they’re going. so if you’re going to
46:14
going. so if you’re going to that piece right pace system or
46:15
that piece right pace system or you’re putting a big, you know
46:18
you’re putting a big, you know board on the wall of what
46:19
board on the wall of what you’re you’re uh um basically
46:22
you’re you’re uh um basically your your percentage of
46:24
your your percentage of production so 100% are you
46:26
production so 100% are you hitting 100% or better for
46:28
hitting 100% or better for production? Uh that was
46:29
production? Uh that was actually there’s a post on the
46:30
actually there’s a post on the Facebook group yesterday, like
46:32
Facebook group yesterday, like hey, What’s your ideal uh
46:34
hey, What’s your ideal uh production. Most people are
46:34
production. Most people are like seventy to 80%. Um I think
46:36
like seventy to 80%. Um I think most people thought I. And I
46:37
most people thought I. And I said 100% if you’re covering
46:40
said 100% if you’re covering the budget um average non the
46:43
the budget um average non the drive time and that needs to be
46:45
drive time and that needs to be there because you’re setting an
46:46
there because you’re setting an unrealistic expectation your
46:48
unrealistic expectation your team. if you’ve got the right
46:49
team. if you’ve got the right team wants to hit 100% every
46:51
team wants to hit 100% every day and it’s demoralizing when
46:53
day and it’s demoralizing when they’re hovering around 80%. So
46:55
they’re hovering around 80%. So in my opinion we wanna be at
46:57
in my opinion we wanna be at 100% and if you’ve worked with
46:59
100% and if you’ve worked with an industry consultant um doing
47:01
an industry consultant um doing finances like Jason Cup, you
47:02
finances like Jason Cup, you may not be charging extra for
47:04
may not be charging extra for that cuz that’s included in
47:05
that cuz that’s included in your hourly rate, but in my
47:06
your hourly rate, but in my opinion you should at least be
47:07
opinion you should at least be including. Hours for the drive
47:11
including. Hours for the drive time and this I’ve got for you
47:12
time and this I’ve got for you on site, I got .16 drive times.
47:16
on site, I got .16 drive times. That’s in the mobile or the
47:17
That’s in the mobile or the printed version here in the
47:18
printed version here in the close out the screen you’re
47:19
close out the screen you’re gonna .64 man hours for onsite
47:21
gonna .64 man hours for onsite and average drive time. that’s
47:23
and average drive time. that’s gonna give you the numbers for
47:26
gonna give you the numbers for 100% efficiency each day and
47:27
100% efficiency each day and you can hold those teams
47:28
you can hold those teams accountable and it’s it’s an
47:29
accountable and it’s it’s an apples apples comparison if
47:30
apples apples comparison if you’ve done your work right
47:31
you’ve done your work right based on the zones or postal
47:33
based on the zones or postal codes, Mike, to make sure that
47:36
codes, Mike, to make sure that I understand here. How is the
47:38
I understand here. How is the team tracking that in the
47:40
team tracking that in the field? uh the team is. On their
47:42
field? uh the team is. On their mobile app, hopefully, if not
47:43
mobile app, hopefully, if not on printed out copy and you’re
47:45
on printed out copy and you’re clocking in and clocking out
47:46
clocking in and clocking out and what I’m gonna recommend is
47:47
and what I’m gonna recommend is you clock into the drive time
47:49
you clock into the drive time in and out, got it and the job
47:51
in and out, got it and the job because there is a job cost
47:53
because there is a job cost effect and there’s a drive time
47:55
effect and there’s a drive time cost effective. If you have
47:56
cost effective. If you have your employees set up correctly
47:57
your employees set up correctly on the edit, payroll, job, cost
48:00
on the edit, payroll, job, cost and tab and the employee there
48:01
and tab and the employee there should be an hourly wage and an
48:03
should be an hourly wage and an hourly wage, regular and
48:05
hourly wage, regular and overtime with labor burner.
48:05
overtime with labor burner. That’s gonna include your
48:06
That’s gonna include your unemployment holiday pay and a
48:09
unemployment holiday pay and a few other ones. I got some
48:10
few other ones. I got some videos out there on it, but
48:10
videos out there on it, but those are day in day out. No
48:13
those are day in day out. No data and no data or very bad
48:15
data and no data or very bad data, very bad data out. so you
48:17
data, very bad data out. so you wanna make sure you got the
48:18
wanna make sure you got the right numbers in the right
48:19
right numbers in the right places, but great question Cody
48:21
places, but great question Cody you’re clocking in and out and
48:22
you’re clocking in and out and now we’ve got this non
48:23
now we’ve got this non emotional reporting machine um
48:26
emotional reporting machine um for the right players on the
48:27
for the right players on the bench that are gonna be
48:28
bench that are gonna be motivated with quality to do
48:30
motivated with quality to do that. um, in addition, if
48:32
that. um, in addition, if you’re doing a large amount of
48:36
you’re doing a large amount of um jobs and selling the way we
48:38
um jobs and selling the way we were pumping out 1100 to 1200
48:39
were pumping out 1100 to 1200 estimates a month. uh we need
48:41
estimates a month. uh we need to automate the business owner
48:42
to automate the business owner to be able to automate the
48:43
to be able to automate the sales person so you can embed
48:44
sales person so you can embed inside service. Pilot uh videos
48:47
inside service. Pilot uh videos right on the line item of the
48:49
right on the line item of the service so shrub pruning here
48:51
service so shrub pruning here we talked about what was
48:52
we talked about what was included what wasn’t included
48:53
included what wasn’t included and we overcame any sales or
48:54
and we overcame any sales or price objections through an
48:56
price objections through an educational video. in the
48:58
educational video. in the bottom of the estimate we had
49:00
bottom of the estimate we had an additional nine videos and
49:01
an additional nine videos and actually I think I’ve got it
49:02
actually I think I’ve got it here in the next slide Uh of
49:04
here in the next slide Uh of our core services, not
49:05
our core services, not necessarily our gateway
49:06
necessarily our gateway services, but our core services
49:07
services, but our core services that we offer uh so we are
49:09
that we offer uh so we are allowed people 24/7 understand
49:11
allowed people 24/7 understand what they include and what they
49:12
what they include and what they didn’t and how to do that and.
49:16
didn’t and how to do that and. We can also include some
49:16
We can also include some buttons to automatically call
49:18
buttons to automatically call or text if you’re on their
49:20
or text if you’re on their mobile viewing the web uh the
49:21
mobile viewing the web uh the estimate or check out the
49:23
estimate or check out the website so these are uh really
49:24
website so these are uh really important. I know it’s awkward
49:26
important. I know it’s awkward making videos, but I have a
49:27
making videos, but I have a first draft is better than no
49:28
first draft is better than no draft uh Jonathan uh of essay
49:31
draft uh Jonathan uh of essay in lame. He’s always uh laugh
49:33
in lame. He’s always uh laugh that he had one for his company
49:35
that he had one for his company City turf that he never swap
49:36
City turf that he never swap out. He has now recently um but
49:39
out. He has now recently um but the original video for city
49:40
the original video for city turf the original video I had
49:41
turf the original video I had to Callahan’s was definitely a
49:44
to Callahan’s was definitely a first. Not being used to be in
49:46
first. Not being used to be in front of the camera um but it
49:47
front of the camera um but it was quirky enough that the
49:50
was quirky enough that the consumer related to you as a
49:52
consumer related to you as a person and that you actually
49:54
person and that you actually stood behind it. It wasn’t like
49:54
stood behind it. It wasn’t like a fast pitch sales on a
49:56
a fast pitch sales on a commercial so um you don’t want
49:58
commercial so um you don’t want perfection of those videos from
49:59
perfection of those videos from what I’ve seen so as we kinda
50:02
what I’ve seen so as we kinda bring it to the end here um
50:04
bring it to the end here um still up there uh estimate
50:06
still up there uh estimate template with videos if you go
50:07
template with videos if you go on the Service Autopilot
50:09
on the Service Autopilot marketplace uh upper hand
50:10
marketplace uh upper hand corner a little avatar you
50:11
corner a little avatar you go-to-market place um search
50:14
go-to-market place um search for estimate template. I’ve got
50:16
for estimate template. I’ve got a prebuilt free template in
50:18
a prebuilt free template in there um that you can download
50:19
there um that you can download right to Service Autopilot.
50:20
right to Service Autopilot. It’s got instructions how to
50:21
It’s got instructions how to get those videos from YouTube
50:23
get those videos from YouTube and all the things that we did.
50:24
and all the things that we did. it demystifies the whole thing
50:25
it demystifies the whole thing for you. Cody such as a free
50:27
for you. Cody such as a free gift for everybody hop up to
50:28
gift for everybody hop up to the essay marketplace and
50:29
the essay marketplace and download your own version of
50:31
download your own version of the template with videos. How
50:32
the template with videos. How to do that um and it breaks
50:33
to do that um and it breaks down the other buttons too. So
50:35
down the other buttons too. So it’s just a turn key thing that
50:36
it’s just a turn key thing that we wanted to give for value
50:38
we wanted to give for value here. um next thing we look at
50:39
here. um next thing we look at is a ringless voicemail so the
50:40
is a ringless voicemail so the same gym integration uh
50:43
same gym integration uh obviously it’s additional cost,
50:44
obviously it’s additional cost, but the one of the things I
50:45
but the one of the things I really liked outside of the
50:46
really liked outside of the nineRound is something that we
50:48
nineRound is something that we use in 20 days to close a lot
50:50
use in 20 days to close a lot so um it. Points we recommend a
50:52
so um it. Points we recommend a physical phone call to someone
50:55
physical phone call to someone you drop off an estimate if
50:56
you drop off an estimate if they haven’t signed up yet well
50:57
they haven’t signed up yet well if you don’t have the time or
50:59
if you don’t have the time or you just don’t wanna make a
51:00
you just don’t wanna make a phone call Ringless voicemails
51:02
phone call Ringless voicemails can be automatically be
51:04
can be automatically be triggered and it hits the
51:05
triggered and it hits the cellphone without ringing, but
51:07
cellphone without ringing, but it looks like a missed call. It
51:08
it looks like a missed call. It would be like. Hey, it’s Mike
51:10
would be like. Hey, it’s Mike from Callahan. so sorry I
51:11
from Callahan. so sorry I missed you calling about the
51:12
missed you calling about the estimate we dropped off 3 days
51:14
estimate we dropped off 3 days ago, low and behold That’s
51:15
ago, low and behold That’s exactly 3 days because the
51:16
exactly 3 days because the automation knows that um, but
51:18
automation knows that um, but the idea is like Hey, I wanted
51:19
the idea is like Hey, I wanted to leave a message to see if
51:20
to leave a message to see if any questions regarding the if
51:21
any questions regarding the if you do give us a call back at
51:22
you do give us a call back at this number or feel free to
51:23
this number or feel free to sign up on. Estimate that we
51:25
sign up on. Estimate that we gave you, but we’re creating a
51:28
gave you, but we’re creating a personal but automated
51:31
personal but automated voicemail. That’s not a
51:32
voicemail. That’s not a robocall so huge deal there and
51:34
robocall so huge deal there and I mean most people for a lawn
51:35
I mean most people for a lawn care home cleaning company have
51:36
care home cleaning company have no idea. This is me they’re
51:38
no idea. This is me they’re just you actually pick up the
51:39
just you actually pick up the phone and answered the call or
51:40
phone and answered the call or call them back. So this is uh
51:43
call them back. So this is uh definitely huge And then as
51:46
definitely huge And then as we’re looking at it, this is
51:47
we’re looking at it, this is kind of the overflow of our
51:49
kind of the overflow of our automation and how we handle
51:51
automation and how we handle these different things, but
51:52
these different things, but when they hit the website or
51:53
when they hit the website or the. As we drop that lead
51:55
the. As we drop that lead letter the five or six main
51:56
letter the five or six main reasons why we’re different And
51:58
reasons why we’re different And before the estimate we do that
51:59
before the estimate we do that short-term education. So we’re
52:00
short-term education. So we’re nurturing we’re educating.
52:02
nurturing we’re educating. we’re not selling once you ask.
52:03
we’re not selling once you ask. It’s done. We’re we’re focusing
52:05
It’s done. We’re we’re focusing on conversion that 20 days to
52:07
on conversion that 20 days to close automated estimate.
52:09
close automated estimate. Follow will be automated, text,
52:10
Follow will be automated, text, email and phone call or
52:11
email and phone call or ringless voicemail bomb once
52:13
ringless voicemail bomb once the estimate is one we’ve got
52:15
the estimate is one we’ve got an automated process. I call
52:16
an automated process. I call welcoming wow, but we’re going
52:18
welcoming wow, but we’re going to nurture and get that credit
52:19
to nurture and get that credit card on file automatically
52:21
card on file automatically through a PCI compliant uh form
52:23
through a PCI compliant uh form through. Which works really
52:24
through. Which works really well token, it’s great um and
52:27
well token, it’s great um and then when we’ve lost the
52:28
then when we’ve lost the estimate We’ve they’ve
52:29
estimate We’ve they’ve cancelled the service or they
52:30
cancelled the service or they need renewal reminder um in the
52:34
need renewal reminder um in the upsell we bought it and created
52:35
upsell we bought it and created a streamlined automated process
52:37
a streamlined automated process to make sure what should happen
52:39
to make sure what should happen when it should happen cuz
52:39
when it should happen cuz traditionally when we have to
52:41
traditionally when we have to do to do those things, we’re
52:42
do to do those things, we’re all too busy to remember to do
52:43
all too busy to remember to do so now you guys. Service auto
52:46
so now you guys. Service auto pilot automations we’re able to
52:47
pilot automations we’re able to handle the nurture the
52:49
handle the nurture the conversion the nurture for the
52:50
conversion the nurture for the loss estimates cancelled and
52:51
loss estimates cancelled and then we upsell and reactivate
52:52
then we upsell and reactivate them through that process at
52:54
them through that process at the end and bringing it home.
52:57
the end and bringing it home. Uh last part of nurture is like
52:59
Uh last part of nurture is like we’re gonna provide that free
53:00
we’re gonna provide that free valuable information that
53:01
valuable information that people want and need uh if
53:02
people want and need uh if you’ve been to, I believe it
53:03
you’ve been to, I believe it was as a five with Marcus
53:05
was as a five with Marcus Sheridan uh he talked about how
53:08
Sheridan uh he talked about how people buy now and how if
53:11
people buy now and how if you’re not providing the
53:12
you’re not providing the information live on your
53:14
information live on your website um in in video and
53:16
website um in in video and social media, they’re gonna
53:16
social media, they’re gonna continue looking to the next
53:19
continue looking to the next competitor does so this is
53:20
competitor does so this is something that um when I had
53:21
something that um when I had the pleasure of speaking before
53:23
the pleasure of speaking before Marcus uh he gave a couple
53:24
Marcus uh he gave a couple kudos after I got off the stage
53:25
kudos after I got off the stage because we have. This for
53:27
because we have. This for probably six or 7 years very
53:28
probably six or 7 years very similar to Garrett Matthews in
53:30
similar to Garrett Matthews in the ecosystem as well um but
53:31
the ecosystem as well um but these things work so if you’re
53:33
these things work so if you’re not creating free valuable
53:35
not creating free valuable information through either
53:35
information through either written text or video, you
53:38
written text or video, you really need to start doing it
53:39
really need to start doing it uh cuz we need to nurture them
53:40
uh cuz we need to nurture them and then we’re gonna create
53:42
and then we’re gonna create that higher perceived value and
53:43
that higher perceived value and make you the local expert um
53:46
make you the local expert um outside of your competitors so
53:48
outside of your competitors so short-term nurture in there,
53:49
short-term nurture in there, which is basically to educate
53:51
which is basically to educate on the specific service they’re
53:52
on the specific service they’re interested in and have an
53:53
interested in and have an automated a personal
53:54
automated a personal conversation on it. then we’re
53:55
conversation on it. then we’re gonna address the sales or
53:56
gonna address the sales or price objections. So do I need
53:57
price objections. So do I need to be home to have? If my home
54:00
to be home to have? If my home cleaning company, what kind of
54:02
cleaning company, what kind of insurance should I be looking
54:03
insurance should I be looking for if it’s a lawn care or
54:03
for if it’s a lawn care or landscape company are they
54:04
landscape company are they gonna close the gate behind
54:06
gonna close the gate behind them when they leave so the
54:06
them when they leave so the homeowners worried about the
54:07
homeowners worried about the kids and the dog running out of
54:08
kids and the dog running out of the backyard. These are
54:10
the backyard. These are objections that people like I’m
54:11
objections that people like I’m not sure if I’m really gonna
54:12
not sure if I’m really gonna hire this out because I don’t
54:13
hire this out because I don’t I’m not comfortable. are they
54:14
I’m not comfortable. are they gonna do the things that I’m
54:15
gonna do the things that I’m concerned about. We wanna dress
54:17
concerned about. We wanna dress them up before they ask them
54:18
them up before they ask them and then they feel comfortable
54:19
and then they feel comfortable with us and then our conversion
54:22
with us and then our conversion 20 days to close so whether
54:23
20 days to close so whether you’re building your own
54:24
you’re building your own automated investment or you’re
54:26
automated investment or you’re using a product like 20 days to
54:27
using a product like 20 days to close with Simple Growth,
54:28
close with Simple Growth, there’s some key things that
54:29
there’s some key things that I’. Recommend you put in here
54:32
I’. Recommend you put in here scarcity spots are filling up
54:33
scarcity spots are filling up fast. We don’t overbook our
54:36
fast. We don’t overbook our schedule. um so now they’re
54:36
schedule. um so now they’re like okay, Well, they’re
54:37
like okay, Well, they’re concerned about quality and
54:38
concerned about quality and they’re not gonna overbooked.
54:40
they’re not gonna overbooked. We better act quick. We have a
54:41
We better act quick. We have a deadline So within 20 days to
54:43
deadline So within 20 days to the 20 day, contact at the end
54:45
the 20 day, contact at the end of 20 days to close, literally
54:46
of 20 days to close, literally says. Do we have permission to
54:48
says. Do we have permission to close out your account and
54:49
close out your account and close out the estimates so the
54:50
close out the estimates so the consumers thinking like wait a
54:52
consumers thinking like wait a minute if I don’t accept this,
54:53
minute if I don’t accept this, I may have to go through this
54:55
I may have to go through this whole process again cuz it’s
54:57
whole process again cuz it’s only good for 20 days in a CTA
54:58
only good for 20 days in a CTA a call. Call or text back now
55:02
a call. Call or text back now to save your spot and that’s
55:03
to save your spot and that’s what those little links in the
55:05
what those little links in the estimate or the Email may be
55:06
estimate or the Email may be applicable and making it easy.
55:07
applicable and making it easy. Just let them click that CTA
55:10
Just let them click that CTA and those multiple
55:11
and those multiple communications channels are
55:12
communications channels are really important that uh male
55:16
really important that uh male male phone calls or ringless
55:18
male phone calls or ringless voicemails text and email, and
55:19
voicemails text and email, and we can automate a lot of this,
55:20
we can automate a lot of this, but yes some of the mailing um
55:23
but yes some of the mailing um should be sent to a mail house
55:24
should be sent to a mail house or your internal team cuz a lot
55:25
or your internal team cuz a lot of people aren’t doing the EDM
55:27
of people aren’t doing the EDM or direct mailing. so. In the
55:30
or direct mailing. so. In the mailbox by yourself in the
55:30
mailbox by yourself in the spring season, there’s a good
55:33
spring season, there’s a good chance. you’re gonna notice and
55:33
chance. you’re gonna notice and look up out of pure curiosity
55:36
look up out of pure curiosity and then the final part here is
55:38
and then the final part here is we want to follow up and up
55:39
we want to follow up and up sell more profitable works
55:41
sell more profitable works automating the follow-up
55:42
automating the follow-up systems through repetitive
55:44
systems through repetitive tasks, so the daily weekly
55:46
tasks, so the daily weekly monthly yearly quarterly things
55:47
monthly yearly quarterly things you should be doing uh we’re
55:49
you should be doing uh we’re gonna automate through a
55:49
gonna automate through a process. I like to call
55:50
process. I like to call repetitive task So inspections
55:53
repetitive task So inspections on site after 30 days So
55:54
on site after 30 days So basically we did a Callahan’s
55:56
basically we did a Callahan’s we had automation so 30 days
55:57
we had automation so 30 days when they bought one of those
55:58
when they bought one of those gateway services lawn mowing
56:00
gateway services lawn mowing fertilizing we. Out with an
56:02
fertilizing we. Out with an essay form right inside the um
56:05
essay form right inside the um the phone there and they would
56:05
the phone there and they would fill it out. but basically what
56:07
fill it out. but basically what we’re doing is we were guess
56:09
we’re doing is we were guess checking the quality, but we
56:11
checking the quality, but we were capturing through an
56:13
were capturing through an on-site estimate form the
56:13
on-site estimate form the square footage of the bed, the
56:15
square footage of the bed, the number of small medium and
56:16
number of small medium and large shrubs all the services
56:17
large shrubs all the services that we can provide that home.
56:19
that we can provide that home. We collected the data in custom
56:21
We collected the data in custom fields and in that form now,
56:25
fields and in that form now, the automations could trigger
56:26
the automations could trigger and pull that data out we get
56:28
and pull that data out we get upsell throughout 12 months of
56:29
upsell throughout 12 months of the season. Based on the
56:31
the season. Based on the information we got so we’re
56:32
information we got so we’re gonna sell the service over the
56:32
gonna sell the service over the phone so we don’t have to do it
56:33
phone so we don’t have to do it on. And then 30 days later,
56:36
on. And then 30 days later, we’re gonna do AQC with a
56:39
we’re gonna do AQC with a custom fields to go out and
56:41
custom fields to go out and never have to go back out to
56:42
never have to go back out to the house ever again to do an
56:45
the house ever again to do an upsell So season’ Up-sells
56:46
upsell So season’ Up-sells based on the timing of the
56:48
based on the timing of the season, weed control, Grub
56:49
season, weed control, Grub control, aeration and
56:50
control, aeration and overseeding deep cleaning for
56:51
overseeding deep cleaning for the home cleaning industry
56:52
the home cleaning industry before the holidays. Yeah, you
56:53
before the holidays. Yeah, you may be getting a weekly or
56:54
may be getting a weekly or biweekly clean um but a deep
56:57
biweekly clean um but a deep clean is literally gonna go
56:58
clean is literally gonna go through and take care of the
56:59
through and take care of the baseboards. The shades
57:01
baseboards. The shades everything else in the house um
57:02
everything else in the house um and in addition to that we can
57:04
and in addition to that we can up sell some additional
57:05
up sell some additional services and home cleaning as
57:06
services and home cleaning as far as uh stove cleaning. Those
57:09
far as uh stove cleaning. Those things are gonna need probably
57:11
things are gonna need probably done for the holidays. You
57:12
done for the holidays. You don’t want your relatives your
57:13
don’t want your relatives your guests to see what a mess the
57:15
guests to see what a mess the uh the fridges become in the
57:16
uh the fridges become in the last 12 months. so um we’re
57:18
last 12 months. so um we’re gonna take those one time to
57:20
gonna take those one time to reoccurring service and
57:21
reoccurring service and increase that client lifetime
57:24
increase that client lifetime value um, and that’s how we’re
57:25
value um, and that’s how we’re gonna tackle it. So the last
57:26
gonna tackle it. So the last thing I got here for you. Cody
57:28
thing I got here for you. Cody is stay consistent by
57:30
is stay consistent by automating repetitive tasks so
57:31
automating repetitive tasks so make sure what should happen
57:33
make sure what should happen gets done Um so this was the
57:35
gets done Um so this was the final piece of automating my
57:37
final piece of automating my journey in my business I to
57:38
journey in my business I to become an absentee owner, but I
57:40
become an absentee owner, but I realized with 2530 employees, I
57:41
realized with 2530 employees, I got sucked back in as a.
57:44
got sucked back in as a. Daycare um and I had to tell
57:45
Daycare um and I had to tell everybody what to do every day
57:46
everybody what to do every day every week every month and so
57:48
every week every month and so on or never happen. so what
57:49
on or never happen. so what we’ve learned specifically
57:52
we’ve learned specifically inside Service Autopilot is
57:53
inside Service Autopilot is there’s seven core areas of
57:55
there’s seven core areas of business we can automate and
57:56
business we can automate and they are sales customer service
57:59
they are sales customer service scheduling billing office
58:00
scheduling billing office management maintenance and yes,
58:03
management maintenance and yes, owner to the owner should be
58:04
owner to the owner should be holding themselves accountable
58:05
holding themselves accountable for things like taxes. Maybe
58:06
for things like taxes. Maybe they have to quarterly tax
58:08
they have to quarterly tax returns. whatever that is hold
58:10
returns. whatever that is hold yourself accountable um and
58:11
yourself accountable um and what we’ve done for real brief
58:13
what we’ve done for real brief example. um as a last point
58:14
example. um as a last point here is. Had a salesperson say
58:16
here is. Had a salesperson say his name is Dave Dave’s job is
58:17
his name is Dave Dave’s job is to do all his estimates and
58:19
to do all his estimates and make us follow up phone calls
58:20
make us follow up phone calls um if we’re doing manual phone
58:21
um if we’re doing manual phone calls for follow ups if Dave
58:24
calls for follow ups if Dave doesn’t do his job, I’d say
58:26
doesn’t do his job, I’d say five or 515 the automation
58:28
five or 515 the automation would either text message or
58:29
would either text message or email them to say. Hey, Dave
58:31
email them to say. Hey, Dave didn’t do your job. This is
58:32
didn’t do your job. This is what should have been done and
58:32
what should have been done and then based on the severity of
58:34
then based on the severity of that the way you would set the
58:36
that the way you would set the automation of the automation
58:37
automation of the automation either, Email or text message
58:38
either, Email or text message that manager or the owner, let
58:40
that manager or the owner, let us know. Dave didn’t do his
58:40
us know. Dave didn’t do his job. The whole idea is Service
58:42
job. The whole idea is Service Autopilot in the automation
58:44
Autopilot in the automation tells people what to do every
58:45
tells people what to do every day every week every month
58:46
day every week every month every quarter and annually and
58:47
every quarter and annually and if it. Happen and it pulls the
58:50
if it. Happen and it pulls the appropriate person to handle it
58:51
appropriate person to handle it and it alerts the person
58:52
and it alerts the person responsible. They should have
58:54
responsible. They should have done it and they need to get it
58:56
done it and they need to get it done. Um so I know that was a
58:57
done. Um so I know that was a lot all at once um the
59:00
lot all at once um the foundation we wanna work on
59:00
foundation we wanna work on that labor pool that labor
59:02
that labor pool that labor bench and make sure we don’t
59:03
bench and make sure we don’t have those three pitfalls of
59:04
have those three pitfalls of cash flow. No one our numbers
59:06
cash flow. No one our numbers in the right people and then we
59:08
in the right people and then we can go on to online marketing
59:10
can go on to online marketing cast that digital net and then
59:12
cast that digital net and then offline marketing to build
59:13
offline marketing to build density. We really wanna focus
59:14
density. We really wanna focus on selling those core Gateway
59:17
on selling those core Gateway services that we can sell over
59:17
services that we can sell over the. And go back twenty you
59:20
the. And go back twenty you know twenty to 30 days later on
59:22
know twenty to 30 days later on site collect all the
59:22
site collect all the information in Upsells
59:24
information in Upsells reoccurring services, just like
59:25
reoccurring services, just like the example of going out for
59:26
the example of going out for the fertilizing and then going
59:28
the fertilizing and then going to upsell the pest control with
59:29
to upsell the pest control with the mosquito control. So you’re
59:30
the mosquito control. So you’re there an extra 10 minutes, but
59:31
there an extra 10 minutes, but you’ve tripled your revenue. so
59:34
you’ve tripled your revenue. so that’s all I got for you. I
59:34
that’s all I got for you. I know it’s a crazy essay Weekly
59:37
know it’s a crazy essay Weekly here um on this afternoon all
59:42
here um on this afternoon all good info. Absolutely any
59:45
good info. Absolutely any questions for you. wrap it up.
59:46
questions for you. wrap it up. I know you gotta go Uh I
59:47
I know you gotta go Uh I appreciate hanging out with me
59:48
appreciate hanging out with me here for the last hour or so,
59:49
here for the last hour or so, Oh no no problem. Mike I think
59:51
Oh no no problem. Mike I think that was all good stuff. I’m
59:54
that was all good stuff. I’m excited for people to let us
59:54
excited for people to let us know how they implemented it uh
59:57
know how they implemented it uh by way of reminder, Mike is
60:00
by way of reminder, Mike is going to have it set up if they
60:02
going to have it set up if they send uh the simple growth page
60:04
send uh the simple growth page a message I’ll be able to get
60:06
a message I’ll be able to get uh that flow chart from you
60:08
uh that flow chart from you guys. Yeah. absolutely. So if
60:09
guys. Yeah. absolutely. So if you go in, it’s a simple growth
60:13
you go in, it’s a simple growth systems.com uh give us like an
60:14
systems.com uh give us like an hour or two. I’ll have my
60:16
hour or two. I’ll have my automations team behind it um
60:18
automations team behind it um actually brand new looks to the
60:18
actually brand new looks to the website to I’ll actually pull
60:20
website to I’ll actually pull up the stream so you can
60:21
up the stream so you can actually see what I’m talking
60:22
actually see what I’m talking about. um so we’ve got the new
60:23
about. um so we’ve got the new look of the uh website here uh
60:25
look of the uh website here uh finally where the shoemaker.
60:26
finally where the shoemaker. But now you can see it here
60:28
But now you can see it here this Chatbot pops up. uh if you
60:30
this Chatbot pops up. uh if you go, you can either continue as
60:32
go, you can either continue as yourself in Facebook or a
60:33
yourself in Facebook or a guest. So that’s another huge
60:34
guest. So that’s another huge thing right now with that
60:36
thing right now with that online digital marketing um the
60:38
online digital marketing um the Facebook bots that we’ve been
60:40
Facebook bots that we’ve been building here uh will now act
60:42
building here uh will now act as a chat bot or chat uh help
60:46
as a chat bot or chat uh help feature or automated coding,
60:48
feature or automated coding, but the cool thing is now it
60:50
but the cool thing is now it doesn’t matter if they’re uh
60:52
doesn’t matter if they’re uh Facebook Messenger or Facebook
60:54
Facebook Messenger or Facebook uh person you can go in as a
60:55
uh person you can go in as a guest and you click that once
60:56
guest and you click that once that pops up where it says, ask
60:58
that pops up where it says, ask a. Um just put um essays and
61:03
a. Um just put um essays and somebody in my team will fire
61:04
somebody in my team will fire off a PDF and obviously
61:06
off a PDF and obviously automate that the next hour or
61:07
automate that the next hour or so I didn’t think about
61:07
so I didn’t think about providing that. but it was a
61:08
providing that. but it was a that’s a good. That’s a good
61:10
that’s a good. That’s a good move. Cody for sure you should
61:11
move. Cody for sure you should print it out and put it next to
61:13
print it out and put it next to your desk is what I’m saying. I
61:14
your desk is what I’m saying. I think that it will be super
61:16
think that it will be super helpful for you to uh keep in
61:18
helpful for you to uh keep in mind as you’re working on your
61:19
mind as you’re working on your marketing plans, especially
61:21
marketing plans, especially going into fall up sells What
61:23
going into fall up sells What is the goal that I’m letting
61:24
is the goal that I’m letting people fall out of so we’re
61:26
people fall out of so we’re gonna give homework on here uh
61:28
gonna give homework on here uh your homework. Find those holes
61:31
your homework. Find those holes absolutely well, I appreciate
61:32
absolutely well, I appreciate it once again as a weekly talk
61:34
it once again as a weekly talk show uh come in and come back
61:35
show uh come in and come back at live every week. 1 PM
61:38
at live every week. 1 PM Eastern 12 PM Central Uh Cody I
61:40
Eastern 12 PM Central Uh Cody I will let you take it away
61:41
will let you take it away because uh you did me a favor
61:42
because uh you did me a favor of Uh actually running the Hess
61:44
of Uh actually running the Hess today and uh I’m just running
61:46
today and uh I’m just running the technology. so it’s it’s
61:47
the technology. so it’s it’s beautiful. so that’s what we
61:49
beautiful. so that’s what we will see you next week we
61:50
will see you next week we should have an exciting guest.
61:53
should have an exciting guest. Alright. See you next week 1 PM
61:54
Alright. See you next week 1 PM Eastern twelve central as a

Callahan’s Corner: How To Attract The Best Subcontractors In Your Business [How To Guide]

Video Transcript

00:00
welcome back to callahan’s corner mike
00:02
callahan here where
00:03
you ask the questions we answer them
00:04
live on facebook let me tell you before
00:07
we get into subcontractors
00:09
um and how to go out and find the best
00:11
subcontractors
00:12
and the things you need to be doing to
00:14
cover yourself legally and make sure you
00:16
have retention of the whole entire
00:17
season
00:18
um i gotta i gotta tell you check out
00:20
turf’s up
00:21
radio specifically carpool was just on
00:26
uh with darren over there had a great
00:27
time this morning for uh trips up radio
00:30
dropped some knowledge and had a lot of
00:31
fun so uh something that i was really
00:32
excited to get on there trips up radio
00:34
today
00:35
uh check out the podcast they have but
00:37
uh i’m on the carpool episode from today
00:40
august uh i believe today is the 12th uh
00:43
time is flying by so speaking of august
00:45
12th and one of the questions submitted
00:48
was mike what is the best practice to go
00:50
out and find subcontractors specifically
00:53
for snow removal
00:54
but i’m also going to hit on lawn care
00:56
as well so even if you’re in the home
00:58
cleaning industry
00:58
and you are going out and finding
01:00
subcontractors this will be applicable
01:02
so uh question at hand was how to go out
01:05
and find the best subcontractors
01:08
for your snow removal or lawn care
01:11
business so first thing that i did is i
01:14
created a video just like this
01:16
put it on top of a landing page with a
01:18
service autopilot form
01:21
for people to actually fill out and
01:22
start the application process to become
01:24
a subcontractor
01:26
so the things that we want to talk about
01:29
to differentiate ourselves as
01:32
the a level um
01:35
top contractor to work for as a
01:38
subcontractor is the first thing i want
01:40
to hit on
01:41
and exactly what we did at callahan’s
01:43
was week the pay
01:45
so most subcontractors are paid monthly
01:47
or
01:48
even longer than one month so in the
01:51
example of
01:52
lawn care or snow removal if we have a
01:54
subcontractor agreement um
01:56
traditionally is that i finish all the
01:58
work
01:59
as a subcontractor i send the bill to
02:02
the company i’m doing the work for and
02:04
then i get paid
02:05
probably another 20 to 30 days later so
02:07
the first thing we did to differentiate
02:09
ourselves and find the
02:10
best most qualified subcontractors was
02:13
we paid our subcontractors on the same
02:17
weekly rhythm as our employees now don’t
02:20
get confused they are not
02:22
employees they are subcontracting to
02:24
break down all the things in between
02:25
but instead of paying them every month
02:27
and making them submit that invoice
02:30
we paid them for everything they would
02:32
have done this week we paid them the
02:34
following week
02:35
now if you’re doing snow removal you
02:37
know this is important because cash flow
02:39
is king especially if you get into a
02:40
massive snow storm
02:42
back to back to back as you can see in
02:44
the northeast i mean you’d run 30 40 50
02:46
maybe 60 thousand dollars a payroll
02:49
uh in a couple days when these storm
02:50
events hit
02:52
so the first thing is we’re going to
02:53
differentiate ourselves and have good
02:55
cash flow in our company internally so
02:57
we can pay our subcontractors
02:59
on a weekly basis uh next thing
03:02
is if we’re doing snow removal we want
03:05
to
03:05
inspect their equipment uh depending on
03:09
the piece of equipment if it was a truck
03:10
they would actually drive to our office
03:12
it was a bigger piece of equipment such
03:13
as a skid backhoe loader
03:16
we require those pieces of equipment to
03:18
be on site and those are dedicated
03:20
pieces of equipment
03:22
so in order to make sure they had the
03:24
piece of equipment or the piece of
03:25
equipment they were using was going to
03:27
hit a certain threshold we would want to
03:30
see the equipment we’d inspect the
03:31
equipment
03:33
when impossible we would ask for a list
03:35
of references
03:36
and inspect their jobs so one of our
03:39
lawn care
03:40
landscape maintenance subcontractors we
03:43
went out and inspected there were
03:45
um and we found out where their work was
03:46
from them and some other ones we did
03:48
some digging
03:49
to make sure the quality of work they
03:50
did was at par
03:52
to what we did in our company
03:55
now the main thing here is is when we do
03:59
the subcontractor agreement we want to
04:01
go
04:02
and pay a lawyer we want legal
04:04
assistance in here
04:05
no matter your state if it looks it
04:07
smells it feels like an employee the
04:09
farther the state is concerned
04:11
it’s an employee so we definitely want
04:13
to make sure
04:14
um that they’re running their own
04:16
workman’s comp their insurance and they
04:18
are indeed a subcontractor legally we
04:20
don’t want to get in that gray area
04:22
but once we’ve kind of solidified that
04:24
we’re getting
04:25
all the tax documents we need um and
04:28
getting that set up for 10.99
04:31
and then we’re going to a lawyer and
04:33
having a
04:34
contractual agreement built out that you
04:37
are going to sign
04:38
as the business and the subcontractor is
04:42
also going to uh sign now
04:45
inside that agreement should probably be
04:47
a non-solicit
04:49
a non-compete is probably not going to
04:52
work but
04:52
i don’t care if my subcontractor runs
04:55
the biggest lawn care company or
04:56
snow removal company in my market that
04:58
doesn’t matter to me what i want in the
05:00
legal agreement for the subcontractor is
05:02
a non-solicit
05:03
and a non-solicit particularly to the
05:06
service
05:07
the um properties that they are
05:09
servicing
05:10
and the other other properties they may
05:13
have access to in their database
05:15
so if they’re a snowplow subcontractor
05:17
they may be backing up on other
05:18
properties as well so we want to have
05:20
that
05:20
ironclad in a contract with a lawyer
05:23
with a non-solicit
05:25
up to the maximum years of probably five
05:27
years after they stopped working with
05:29
you
05:30
very very important a lot of times if
05:32
we’re not looking for subcontractors in
05:34
july or august
05:35
for this upcoming winner or if we’re
05:38
looking firm in april and may when we
05:40
need them last minute for landscape
05:41
maintenance that’s too late we want to
05:43
make sure we got our ducks in a row
05:44
uh worst thing we could do is hire a
05:46
subcontractor in a bind
05:49
not have that legal agreement in place
05:50
and they come back a month or two later
05:52
and gut that account from you i’ve seen
05:54
it it’s happened to us in the early days
05:55
so those are things you want to be aware
05:57
of
05:58
so don’t make a short-term pain make you
06:01
make a bad decision with the
06:02
subcontractors where i’m going
06:05
next thing is we want a quality control
06:07
constraint built into the contractual
06:10
agreement
06:11
so if the job is not done to the
06:13
predetermined spec
06:14
to agree to we will call them or email
06:17
them
06:17
and with some certain timelines
06:19
especially with the snow removal
06:21
and ice conditions for our slip and fall
06:23
litigation we want to get that
06:24
subcontractor back now if the
06:26
subcontractor
06:27
is non-responsive in the agreed time
06:30
especially for snow removal we may have
06:31
to go out and clean up their mess also
06:34
when there should be a predetermined
06:35
hourly rate
06:37
um if you have to fix it for them now i
06:40
would suggest
06:41
making it painful because the worst
06:43
thing you want to do is after a huge
06:44
snow event
06:45
and we’ve got a quality issue where your
06:48
whole team is going home and they’re
06:49
sleeping and it’s the subcontractors job
06:52
that needs to be fixed
06:53
uh we go to column they don’t answer and
06:55
they’re hibernating for the next two
06:56
days
06:57
uh that still needs to be fixed you’re
06:59
still legally obligated to fix that slip
07:01
and fall issue or melt or refreeze or
07:03
whatever that
07:04
is so we want to have some penalty built
07:05
into that contractual agreement
07:07
up front in addition to that
07:11
um we also want to go in and really just
07:15
define
07:16
what the expectation is and with your
07:19
lawyer
07:20
around your state laws or subcontractor
07:22
make sure you’re well within the
07:23
reasoning of what a subcontract is
07:26
versus an employee um so those are the
07:28
main things and then the last thing
07:30
especially
07:31
uh in snow removal but really in
07:32
landscape maintenance too
07:34
is if they are a no-show so if the
07:38
weather um triggers an event
07:42
and they have to go out and plow salt
07:44
and they know show and you can’t get a
07:45
hold of them
07:46
you still have to go out and maintain
07:48
that property as a business owner that’s
07:50
subcontracting that work out so
07:52
what happens when your subcontractor
07:54
literally uh goes off the radar and
07:56
they’re nowhere to be seen
07:58
and you’re scrambling to get the rest at
08:00
work or you’re paying another sub to
08:01
back them up
08:03
um there needs to be a penalty for no
08:06
show and i suggest making it
08:08
double or triple whatever your hourly
08:09
rate is make it a um
08:12
an extreme penalty so they are
08:15
really hesitant to turn their phone off
08:17
after plowing
08:18
and not answer those calls now in
08:21
addition to that
08:23
i like to have it as a basically
08:24
end-to-ear retention
08:26
payout for the subcontractor so this is
08:29
all written in the contract but
08:30
if you show up every time we have to
08:32
plow every time you have to salt
08:34
you’re you’re on time within the
08:36
constraints of the service agreement
08:38
that they’re subbing out to them
08:40
there is a retention payout
08:43
so maybe it’s 20 of the actual total
08:47
value of the contract that you’re
08:48
subbing out to them that is paid out
08:50
april 1st or april 5th and it’s after
08:53
they fix the turf damage
08:55
uh can be the same thing fire is lawn
08:57
care with some different uh
08:58
flexibility as far as like pruning
09:00
season or mulching season things like
09:02
that
09:02
but we want to set some executables in
09:04
there because they’re not an employee
09:05
you can’t tell them the exact day and
09:07
time they have to do it but we can set
09:09
some
09:09
parameters in the work agreement in the
09:12
contract that they have to meet
09:13
and let’s make some penalties in there
09:15
already up front so kind of like a
09:17
divorce nobody thinks they’re gonna get
09:18
divorced
09:19
but i’ll tell you when you get divorced
09:20
and the lawyers get involved
09:22
um all bets are off it’s going to be uh
09:26
a battle to the end so have the due
09:29
diligence done up front where you’re
09:31
both agreeing in it you’re bold
09:32
amicable and you both like each other
09:34
because eventually that relationship
09:35
with that subcontractor
09:37
could end we want to have that in that
09:38
legal agreement now
09:42
the final thing is make it easy for the
09:45
subcontractor
09:46
so if you’ve got a landscape maintenance
09:50
let’s say a subcontractor for doing your
09:51
mulching your pruning bed edging and
09:53
weeding
09:54
um that that subcontractor
09:58
is probably not set up with the process
10:00
and systems that you have we had a
10:01
really really good subcontractor
10:03
callahan
10:04
um and obviously he wanted to estimate
10:07
all his own
10:08
jobs but our estimating process for
10:11
square foot production rates and things
10:13
like that were um
10:16
pretty advanced and this gentleman was
10:17
more pen and paper amazing contractor
10:19
but
10:20
uh we gave them access to service
10:22
autopilot as a vendor
10:23
and restricted down the user roles and
10:25
rights and
10:27
they gave us their pricing structure and
10:29
we built subcontractor pricing within
10:31
service autopilot
10:32
so they never sent the estimate to the
10:34
consumer but they would actually create
10:35
an estimate
10:36
for the property and we’d automate all
10:38
of that through the mobile app so they
10:40
could use our on-site estimate form
10:42
and create estimates quickly our tiering
10:44
would take them turn key
10:46
turn key them after marking them up and
10:48
then fire them out to the client
10:50
but that was a two-fold thing so now we
10:52
had a
10:53
documented written quote from our
10:56
subcontractor in the system that they
10:58
basically signed off on
10:59
so if there was an ever a billing or um
11:03
payment issue discrepancy that did not
11:06
require the owner myself to have to jump
11:07
in and kind of mediate
11:08
whatever they had quoted us that we had
11:10
in the system um that had him
11:12
manipulated
11:12
was what we were paying on and that was
11:14
part of the agreement
11:16
so using a product like service
11:19
autopilot to create a uh
11:20
an estimating tool for your
11:21
subcontractors if they don’t have a tool
11:23
of their own
11:24
is an added benefit for sure um and then
11:27
they could use the mobile
11:28
to track their jobs and then we knew
11:29
where they were done and when they were
11:31
done and completed
11:32
that would trigger our billing and would
11:33
automatic automatically trigger their
11:35
payment
11:36
a week in advance or then the following
11:39
week so
11:39
they didn’t have to necessarily go in
11:41
and create invoices and do all that
11:42
stuff that most subcontractors just
11:44
don’t want to do
11:45
so i suggest differentiating yourself
11:47
create a process so it’s easy to pay
11:48
them every week and
11:50
if you’re comfortable restricting down
11:51
some access in a software like service
11:53
autopilot give them access to the mobile
11:55
or the desktop user um pay for it
11:59
but give them the ability to automate
12:01
and streamline their estimates for you
12:03
as a subcontractor and that makes it a
12:05
lot easier
12:06
and will streamline your payment process
12:08
internally as well so hopefully that’s
12:10
helpful
12:12
but main things is we differentiated by
12:14
paying weekly so we pay the
12:15
last week this week um same
12:18
same cadence and timing as a employee
12:21
get the contract written by the lawyer
12:23
make sure they got the right equipment
12:24
and inspect their jobs previously before
12:26
hiring them
12:27
penalties for no show make it clear and
12:29
transparent in the legal document
12:31
uh if the sub doesn’t fix it they would
12:34
be paying you an hourly rate with a
12:36
minimal
12:37
and make sure the expectation is if it
12:39
doesn’t meet these standards that
12:40
um are provided by the subcontractor
12:43
agreement that they are legally
12:44
responsible go fix that
12:46
and the non-solicit so they’re not
12:48
listening and trying to get your clients
12:50
um and then make it easy for them to do
12:52
estimates in a product like service
12:53
autopilot once you have that
12:54
relationship but just make sure you lock
12:56
down those rules and rights
12:57
as far as that vendor logging in there
12:59
um but by all means offer them the
13:00
ability
13:01
you can’t require it you can offer the
13:03
ability for them to log in and uh
13:04
use that mobile when they do that we
13:06
know the job’s done we have any
13:07
particular comments in there
13:08
everything’s
13:09
uh a streamlined workflow of
13:11
communication and then we can build that
13:13
out immediately
13:13
and pay them the following week so
13:15
comments questions drop below callahan’s
13:17
corner
13:17
you ask the questions we answer them
13:19
live right here on facebook and if you
13:21
haven’t checked it out
13:22
check out today’s episode of turfs up
13:24
radio carpool with mike callahan
13:26
and uh the host darren so look forward
13:29
to hopefully seeing you on the uh
13:30
recorded version that had a good time
13:31
today we’ll see you again tomorrow on
13:32
callahan’s corner

Callahan’s Corner: How To Use The Direct Cost Feature (Job Costing) In Service Autopilot Estimates

Video Transcript

00:01
Welcome back to Callahan’s
00:02
Welcome back to Callahan’s corner, where you ask the
00:03
corner, where you ask the questions we answered live here
00:05
questions we answered live here on Facebook. So what are the
00:06
on Facebook. So what are the questions submitted earlier
00:06
questions submitted earlier this week was how do you
00:09
this week was how do you utilize the direct cost feature
00:10
utilize the direct cost feature in the bottom Left-hand corner
00:13
in the bottom Left-hand corner of the Service, Autopilot
00:14
of the Service, Autopilot estimates So this is going to
00:16
estimates So this is going to be your job costing feature in
00:20
be your job costing feature in Service Autopilot so if you’re
00:22
Service Autopilot so if you’re using a more system a multiple
00:24
using a more system a multiple overhead recovery system the
00:26
overhead recovery system the direct cost is going to be part
00:29
direct cost is going to be part of your overhead recovery for
00:31
of your overhead recovery for your materials, your equipment
00:32
your materials, your equipment and subcontractors, and then
00:34
and subcontractors, and then I’m gonna show you how to break
00:35
I’m gonna show you how to break out your labor with. Burden
00:38
out your labor with. Burden separately on the actual job,
00:39
separately on the actual job, there are gonna be some pros
00:41
there are gonna be some pros and cons of using this direct
00:42
and cons of using this direct cost because it is static and
00:44
cost because it is static and only on the estimate and it
00:46
only on the estimate and it doesn’t report out in the
00:47
doesn’t report out in the report Center or any of the
00:48
report Center or any of the other analytics but if you want
00:50
other analytics but if you want that granularity I’m gonna show
00:52
that granularity I’m gonna show you some pros and cons on how
00:54
you some pros and cons on how to do it our pros and cons of
00:55
to do it our pros and cons of using it how to use it and then
00:57
using it how to use it and then if if you want to have a fully
00:59
if if you want to have a fully loaded overhead recovery
01:01
loaded overhead recovery system, that’s a little more
01:02
system, that’s a little more streamlined with no manual
01:03
streamlined with no manual entry and updating with less
01:05
entry and updating with less room for error. You how to do
01:07
room for error. You how to do that as well. so what I’m gonna
01:09
that as well. so what I’m gonna do is open up the screen here
01:10
do is open up the screen here and show you how this actually
01:12
and show you how this actually lays out. so as usual fashion,
01:15
lays out. so as usual fashion, we’re gonna bump this down.
01:17
we’re gonna bump this down. we’re inside Service Autopilot
01:18
we’re inside Service Autopilot right now and the first thing
01:21
right now and the first thing I’m gonna do is just go into a
01:22
I’m gonna do is just go into a and estimate and show you what
01:25
and estimate and show you what I’m actually talking about as
01:26
I’m actually talking about as direct costs so direct costs
01:29
direct costs so direct costs down here on the bottom and
01:31
down here on the bottom and that is really the area that
01:33
that is really the area that we’re talking about. so the
01:34
we’re talking about. so the question is what is it? How do
01:35
question is what is it? How do we utilize direct cost and what
01:37
we utilize direct cost and what what’s the foundation? Of that
01:39
what’s the foundation? Of that so, like I said, it’s a static
01:41
so, like I said, it’s a static number only works on the
01:42
number only works on the estimate. There’s no reporting
01:43
estimate. There’s no reporting around it. I can’t speak to
01:46
around it. I can’t speak to Vthree updates potentially
01:48
Vthree updates potentially maybe something like this will
01:49
maybe something like this will be locked in there and use but
01:51
be locked in there and use but I have not heard from Service
01:54
I have not heard from Service Autopilot, yay or nay but this
01:55
Autopilot, yay or nay but this is obviously in version two
01:57
is obviously in version two right now and it does work but
01:58
right now and it does work but it is a static numb. It doesn’t
02:00
it is a static numb. It doesn’t leave the estimates so I’m
02:01
leave the estimates so I’m gonna show you two ways of
02:02
gonna show you two ways of tackling your direct costs as
02:04
tackling your direct costs as far as an overhead methodology.
02:06
far as an overhead methodology. so the first thing we need to
02:07
so the first thing we need to do. Go to Service Autopilot
02:09
do. Go to Service Autopilot under the gear icon. and we’re
02:12
under the gear icon. and we’re gonna go into job accounting
02:15
gonna go into job accounting job costing, and this is where
02:16
job costing, and this is where the direct cost live. Now. it’s
02:18
the direct cost live. Now. it’s a little confusing because it’s
02:21
a little confusing because it’s not using the word direct cost
02:24
not using the word direct cost necessarily it’s job costing
02:25
necessarily it’s job costing the direct cost are right here
02:27
the direct cost are right here and what I’ve done is gone in
02:29
and what I’ve done is gone in and added a lawn care set up
02:32
and added a lawn care set up and we put it. 18 foot trailer
02:35
and we put it. 18 foot trailer 30 – Six -inch walk behind a 30
02:38
30 – Six -inch walk behind a 30 – six -inch laser Z the.
02:43
– six -inch laser Z the. Potentially the make up all the
02:45
Potentially the make up all the equipment that crew as well as
02:47
equipment that crew as well as a maintenance crew package.
02:48
a maintenance crew package. That’s a weed, wackers blowers
02:50
That’s a weed, wackers blowers and sticks. So I’ve broken this
02:51
and sticks. So I’ve broken this all down so if we go to the
02:53
all down so if we go to the example of the 2500 pickup
02:56
example of the 2500 pickup truck, This is what’s actually
02:58
truck, This is what’s actually behind the scenes. so I’ve
02:59
behind the scenes. so I’ve named it. I’ve put the
03:00
named it. I’ve put the description for the lawn mowing
03:02
description for the lawn mowing crew at the type is an asset
03:04
crew at the type is an asset and equipment that’s important
03:06
and equipment that’s important because on the next screen, I’m
03:07
because on the next screen, I’m gonna show you how we recover
03:07
gonna show you how we recover that as a percentage and it’s
03:11
that as a percentage and it’s active. so once you got that in
03:12
active. so once you got that in there and it saved but most
03:13
there and it saved but most people are wondering. Hey Mike.
03:14
people are wondering. Hey Mike. How did you come up with $5 and
03:16
How did you come up with $5 and 63 cents as a? Costing items so
03:19
63 cents as a? Costing items so what we’ve done is gone into a
03:22
what we’ve done is gone into a an equipment costing breakdown
03:24
an equipment costing breakdown for the more system very
03:26
for the more system very similar to Charles Vander Koy
03:27
similar to Charles Vander Koy system in his book that he
03:31
system in his book that he thought now what we’ve done
03:32
thought now what we’ve done here is I’ve got the example in
03:35
here is I’ve got the example in column here. so I’ve got that
03:36
column here. so I’ve got that shabby 20 eight 20 – 500 and
03:39
shabby 20 eight 20 – 500 and I’ve got the purchase price of
03:42
I’ve got the purchase price of 28 thousand five years, finance
03:44
28 thousand five years, finance six percent interest in the
03:46
six percent interest in the salvage area years per day
03:48
salvage area years per day hours per day and I’ve got And
03:51
hours per day and I’ve got And I’m including inflation to
03:52
I’m including inflation to three and a half percent. and
03:54
three and a half percent. and insurance and licensing and I’m
03:58
insurance and licensing and I’m going in to put miles per miles
04:01
going in to put miles per miles per gallon cost per per gallon
04:03
per gallon cost per per gallon in fuel cost number of oil
04:06
in fuel cost number of oil changes. What’s the cost of
04:07
changes. What’s the cost of that oil change that we’re just
04:08
that oil change that we’re just dialing into that system of
04:10
dialing into that system of what this truck is breaking
04:11
what this truck is breaking down number of tire changes per
04:13
down number of tire changes per year. the tire change intervals
04:16
year. the tire change intervals how many miles in the cost of a
04:19
how many miles in the cost of a tire replacement, so that’s
04:21
tire replacement, so that’s gonna do is get me an
04:22
gonna do is get me an additional maintenance cost
04:23
additional maintenance cost you’re basically an hourly
04:24
you’re basically an hourly cost. per hour. For this truck
04:29
cost. per hour. For this truck a $5 and 63 cents, and it also
04:31
a $5 and 63 cents, and it also gonna give me a yearly
04:33
gonna give me a yearly operating budget in a monthly
04:34
operating budget in a monthly operating budget. What’s that
04:35
operating budget. What’s that vehicle actually costing me so
04:37
vehicle actually costing me so I’m taking the hourly cost with
04:39
I’m taking the hourly cost with additional maintenance of kind
04:40
additional maintenance of kind of fudge factor in there for my
04:42
of fudge factor in there for my truck. my trailer. I’m gonna
04:45
truck. my trailer. I’m gonna scroll down and go into my
04:46
scroll down and go into my mowers. I’m grabbing my mower
04:48
mowers. I’m grabbing my mower and then I’m going in and
04:50
and then I’m going in and grabbing my maintenance package
04:52
grabbing my maintenance package so instead of getting stuck in
04:52
so instead of getting stuck in the minutia of doing each weed
04:55
the minutia of doing each weed whacker blower stick, we are
04:57
whacker blower stick, we are gonna lump them all together
04:58
gonna lump them all together and make a maintenance package.
04:59
and make a maintenance package. We’re taking these items from.
05:03
We’re taking these items from. Hourly perspective of what
05:04
Hourly perspective of what they’re costing us with
05:06
they’re costing us with maintenance and replacement and
05:07
maintenance and replacement and dropping them into service
05:09
dropping them into service autopilot. So I’ve got my truck
05:10
autopilot. So I’ve got my truck The description it’s going into
05:12
The description it’s going into the asset equipment type in a
05:16
the asset equipment type in a $5 and 63 cents is literally
05:18
$5 and 63 cents is literally what this truck is costing me
05:20
what this truck is costing me per hour with maintenance and
05:24
per hour with maintenance and financing and inflation. So
05:26
financing and inflation. So that’s right in there So $5 and
05:28
that’s right in there So $5 and 63 cents any large piece of
05:30
63 cents any large piece of equipment like a truck or
05:30
equipment like a truck or trailer by the Vander coin
05:32
trailer by the Vander coin model is going to be used on a
05:35
model is going to be used on a basically a curbside recovery.
05:36
basically a curbside recovery. so that’s gonna be recovered.
05:38
so that’s gonna be recovered. Percent of the time so what
05:42
Percent of the time so what we’re gonna do is build out
05:43
we’re gonna do is build out your equipment here and put it
05:46
your equipment here and put it into the job costing so we’re
05:47
into the job costing so we’re gonna build out each type of
05:50
gonna build out each type of piece of equipment and then we
05:53
piece of equipment and then we wanna go to fixed variable
05:54
wanna go to fixed variable overhead now Essay gives you
05:57
overhead now Essay gives you some examples of labor subs
05:58
some examples of labor subs equipment and product
05:59
equipment and product materials. So if you’re going
06:00
materials. So if you’re going by the Vander Coy model and
06:03
by the Vander Coy model and example materials are gonna be
06:05
example materials are gonna be 10 percent recovery equipment
06:06
10 percent recovery equipment is – five percent in
06:08
is – five percent in subcontractors a five percent
06:10
subcontractors a five percent so areas here that I would fill
06:13
so areas here that I would fill in and the Delta is 60 percent
06:15
in and the Delta is 60 percent for labor So now that once we
06:17
for labor So now that once we have these fixed and variable
06:20
have these fixed and variable items set up, we would probably
06:22
items set up, we would probably wanna go in and avoid manual
06:25
wanna go in and avoid manual work. So if we’re in the
06:27
work. So if we’re in the estimate we would have to add
06:29
estimate we would have to add in each piece of equipment so
06:31
in each piece of equipment so we have to add the trailer the
06:33
we have to add the trailer the mowers the truck and the
06:35
mowers the truck and the maintenance package now,
06:36
maintenance package now, obviously no one is gonna do
06:38
obviously no one is gonna do that as far as estimating. It’s
06:40
that as far as estimating. It’s it’s cumbersome. so what I’m
06:40
it’s cumbersome. so what I’m gonna recommend If you’re going
06:42
gonna recommend If you’re going to utilize the direct cost,
06:44
to utilize the direct cost, it’s build out a specific
06:45
it’s build out a specific template with this already.
06:47
template with this already. Reloaded so that is gonna be
06:48
Reloaded so that is gonna be going into. the gear icon and
06:55
going into. the gear icon and templates and what we’re gonna
06:56
templates and what we’re gonna do is build out a template with
06:58
do is build out a template with direct cost already built in
07:00
direct cost already built in there. so I’m gonna go in and
07:01
there. so I’m gonna go in and pull up my multiple overhead
07:03
pull up my multiple overhead recovery version of this that
07:05
recovery version of this that I’ve already built under the
07:06
I’ve already built under the more system and let me see if I
07:09
more system and let me see if I can find it here.
07:15
Believe this is it we’ll see if
07:17
Believe this is it we’ll see if not, I’ll show you how we built
07:18
not, I’ll show you how we built it out. It is so what I did is
07:20
it out. It is so what I did is I went in and added the item
07:22
I went in and added the item under the direct cost, but I’ve
07:25
under the direct cost, but I’ve comprised my truck here and set
07:27
comprised my truck here and set up so if you’re doing hardscape
07:29
up so if you’re doing hardscape or design build you don’t wanna
07:31
or design build you don’t wanna have to add each one of these
07:32
have to add each one of these so you can set your traditional
07:34
so you can set your traditional set up for this year or in
07:36
set up for this year or in mowing maybe but if we’re doing
07:38
mowing maybe but if we’re doing field mowing, so we have a
07:40
field mowing, so we have a special piece of equipment
07:40
special piece of equipment that’s going out for field
07:42
that’s going out for field mowing like an RC mower that’s
07:44
mowing like an RC mower that’s going on a sleep pill for a
07:45
going on a sleep pill for a certain job or a brush hog. We
07:47
certain job or a brush hog. We could add that in. But we wanna
07:50
could add that in. But we wanna have our main set up here on
07:52
have our main set up here on the direct cost already set up
07:54
the direct cost already set up and that’s gonna pull in the
07:55
and that’s gonna pull in the rates that we pulled in from
07:57
rates that we pulled in from our equipment costing sheet. So
07:58
our equipment costing sheet. So this is $5 and 63 cents is what
08:02
this is $5 and 63 cents is what that. truck is costing me to
08:06
that. truck is costing me to maintain and have it on the job
08:08
maintain and have it on the job and now that I’ve set my
08:10
and now that I’ve set my overhead recovery numbers as
08:11
overhead recovery numbers as the percentages it’s going to
08:14
the percentages it’s going to automatically do that now one
08:15
automatically do that now one of the defaults or I guess I
08:17
of the defaults or I guess I don’t wanna say downfalls and
08:18
don’t wanna say downfalls and one of the things to be aware
08:18
one of the things to be aware of is the quantity here.
08:22
of is the quantity here. Defaults to one so I’m gonna
08:23
Defaults to one so I’m gonna show you how to overcome that
08:25
show you how to overcome that issue here so the question was
08:28
issue here so the question was asked that Callahan’s, how do I
08:30
asked that Callahan’s, how do I build this out and utilize it?
08:31
build this out and utilize it? What’s it mean then I’m gonna
08:33
What’s it mean then I’m gonna show you how to avoid having to
08:34
show you how to avoid having to do all this if you want to have
08:36
do all this if you want to have it fully loaded on one line and
08:38
it fully loaded on one line and it’s everything loads it’s
08:38
it’s everything loads it’s kinda set it and forget it but
08:41
kinda set it and forget it but the idea here is that we’ve
08:42
the idea here is that we’ve built this template and we’re
08:43
built this template and we’re gonna hit save Now. what I’m
08:48
gonna hit save Now. what I’m gonna do is go into a test
08:50
gonna do is go into a test client and the work. That would
08:52
client and the work. That would go on here for a lawn mowing
08:54
go on here for a lawn mowing example, as we go into property
08:56
example, as we go into property measurements. Pull up the
09:00
measurements. Pull up the satellite and this is already
09:01
satellite and this is already been measured, so it saves some
09:02
been measured, so it saves some time, but we’re going in and
09:03
time, but we’re going in and the Google Earth or smart maps,
09:05
the Google Earth or smart maps, View And Service Autopilot, and
09:07
View And Service Autopilot, and we’re gonna get our turf square
09:08
we’re gonna get our turf square footage in line that all in
09:10
footage in line that all in there and so what we’re gonna
09:12
there and so what we’re gonna do is. I’m gonna see this all
09:15
do is. I’m gonna see this all out. in our turf was 9400
09:18
out. in our turf was 9400 square feet and you’re probably
09:20
square feet and you’re probably never ever gonna have this many
09:22
never ever gonna have this many custom fields but I didn’t test
09:24
custom fields but I didn’t test this before I came live so I’m
09:25
this before I came live so I’m just gonna make sure the turf
09:27
just gonna make sure the turf square footage is indeed saved
09:28
square footage is indeed saved here, but the idea is whether
09:29
here, but the idea is whether in your. Virtual you’re
09:31
in your. Virtual you’re measuring the lawn on smart
09:34
measuring the lawn on smart maps V one or two or Vtwo or
09:36
maps V one or two or Vtwo or Vthree. you’re labeling it your
09:38
Vthree. you’re labeling it your your color coding it for
09:39
your color coding it for simplicity. now the next thing
09:40
simplicity. now the next thing you wanna do is we’re going in
09:42
you wanna do is we’re going in and add an estimate. so I’m
09:43
and add an estimate. so I’m gonna show you how we break
09:44
gonna show you how we break this down on the direct cost
09:46
this down on the direct cost method and then I’m gonna show
09:47
method and then I’m gonna show you how to do it fully loaded
09:50
you how to do it fully loaded so behind the scenes here what
09:52
so behind the scenes here what we’ve really got going on is
09:54
we’ve really got going on is I’m gonna go in the templates
09:55
I’m gonna go in the templates and I’m gonna grab my mores my
09:57
and I’m gonna grab my mores my multiple overhead recovery
09:59
multiple overhead recovery would direct. Example. And it’s
10:03
would direct. Example. And it’s gonna load my lawn mowing in.
10:07
gonna load my lawn mowing in. here so obviously this price is
10:09
here so obviously this price is a bit fictitious. so I’m gonna
10:11
a bit fictitious. so I’m gonna drive in a 5000 square feet,
10:11
drive in a 5000 square feet, which would be about a 40 – $5
10:14
which would be about a 40 – $5 cut point 25 million hours, and
10:16
cut point 25 million hours, and I’m gonna put the drive time in
10:18
I’m gonna put the drive time in here for this by putting in the
10:20
here for this by putting in the number one. it’s calculating
10:23
number one. it’s calculating the price on site and the the
10:25
the price on site and the the time for mobilization to that
10:27
time for mobilization to that and the point 12 man hours now
10:30
and the point 12 man hours now what we’ve got here is our
10:31
what we’ve got here is our direct costs are already loaded
10:33
direct costs are already loaded but what it’s doing is it’s
10:36
but what it’s doing is it’s Basically one hour that is not
10:39
Basically one hour that is not what you want so you wanna get
10:39
what you want so you wanna get down and get our Total time and
10:43
down and get our Total time and budget hours for on site and
10:44
budget hours for on site and mobilization of point 37.
10:49
And put that in there for all
10:50
And put that in there for all of our equipment now if you’re
10:54
of our equipment now if you’re recovering your maintenance
10:54
recovering your maintenance package separately for just
10:57
package separately for just time or utilization, you can
10:58
time or utilization, you can manipulate this. but for basic
11:00
manipulate this. but for basic example, we’re gonna cover all
11:02
example, we’re gonna cover all of these direct costs to the
11:04
of these direct costs to the point. 37 man hours here. and
11:07
point. 37 man hours here. and then we marked this to draft a
11:09
then we marked this to draft a quote. All the information
11:10
quote. All the information comes in. So I’ve got 5160 for
11:13
comes in. So I’ve got 5160 for revenue. I’m gonna cost of $20
11:15
revenue. I’m gonna cost of $20 and 40 cents and. At the end of
11:20
and 40 cents and. At the end of the day with my overhead
11:22
the day with my overhead recovery estimated gross profit
11:24
recovery estimated gross profit is 3120 120 overhead cost is $2
11:28
is 3120 120 overhead cost is $2 and 92 cents right here. That’s
11:30
and 92 cents right here. That’s right from here. We’ve got an
11:32
right from here. We’ve got an estimated net profit of 28
11:34
estimated net profit of 28 dollars and 28 cents at 54
11:36
dollars and 28 cents at 54 percent margin. Obviously this
11:38
percent margin. Obviously this is a fictitious pricing, but
11:40
is a fictitious pricing, but these are the numbers how they
11:41
these are the numbers how they go in here and if you’re
11:42
go in here and if you’re wondering how this math is
11:44
wondering how this math is going on here I’m gonna just
11:45
going on here I’m gonna just pull out my phone, real quick
11:46
pull out my phone, real quick and and and calculate it so I
11:48
and and and calculate it so I can show you what this. Looks
11:50
can show you what this. Looks like but if we take the point,
11:52
like but if we take the point, 37 man hours here in multiply
11:54
37 man hours here in multiply that times the $5 and 63 cents
11:58
that times the $5 and 63 cents that gives us the $2 and eight
12:00
that gives us the $2 and eight cents, which is right here for
12:02
cents, which is right here for the total. now If you remember
12:04
the total. now If you remember our equipment is being
12:06
our equipment is being recovered at 20 – five percent
12:08
recovered at 20 – five percent for that overhead recovery So
12:11
for that overhead recovery So time point 25, That is the
12:15
time point 25, That is the 52 cents that you see here. So
12:17
52 cents that you see here. So that’s the overhead recovery
12:18
that’s the overhead recovery that As he is doing exactly
12:21
that As he is doing exactly what it should be doing, but we
12:23
what it should be doing, but we do need to update the quantity
12:24
do need to update the quantity here to reflect the total
12:26
here to reflect the total budgeted hours cuz it’s
12:27
budgeted hours cuz it’s defaulting to the number one So
12:28
defaulting to the number one So now we’ve got that overhead
12:31
now we’ve got that overhead recovery. We can save it and
12:32
recovery. We can save it and send it now. That is how we use
12:34
send it now. That is how we use direct cost now another way of
12:35
direct cost now another way of doing this and you’re maybe
12:37
doing this and you’re maybe looking like how does that
12:39
looking like how does that work? What goes on the top line
12:40
work? What goes on the top line now if you’re using direct
12:42
now if you’re using direct cost, the only thing that’s
12:43
cost, the only thing that’s left in that recovery is your
12:45
left in that recovery is your labor with labor burden so
12:47
labor with labor burden so labor with labor burden. It is
12:50
labor with labor burden. It is going to go in and take the
12:53
going to go in and take the hourly wage. of your employee
12:56
hourly wage. of your employee or the hourly wage average wage
12:58
or the hourly wage average wage so the average wage of that
13:00
so the average wage of that crew with percentage of
13:02
crew with percentage of overtime. So this example, I’ve
13:03
overtime. So this example, I’ve got average wage with overtime
13:05
got average wage with overtime to 1360 – five and then I’ve
13:07
to 1360 – five and then I’ve got my labor burdens of
13:10
got my labor burdens of unemployment state employment
13:11
unemployment state employment comp liabilities, some other
13:13
comp liabilities, some other factors here as a percentage of
13:14
factors here as a percentage of the dollar. This is 19 percent
13:15
the dollar. This is 19 percent so if I plug in the 1360. An
13:20
so if I plug in the 1360. An hourly rate with burden an
13:21
hourly rate with burden an hourly rate with OT, so we
13:24
hourly rate with OT, so we would be basically. taking the
13:28
would be basically. taking the cost with burden of 1624. and
13:32
cost with burden of 1624. and dropping that into the pricing
13:33
dropping that into the pricing matrix. so our labor with labor
13:36
matrix. so our labor with labor burden our cost per hour is.
13:41
24. right here in the essay
13:44
24. right here in the essay blueprint the blueprint and
13:46
blueprint the blueprint and let’s say we’re charging 50
13:47
let’s say we’re charging 50 bucks per hour and from one to
13:49
bucks per hour and from one to 5000 square feet. It is 45
13:52
5000 square feet. It is 45 Bucks. That’s our base price.
13:57
Bucks. That’s our base price. And in the client template
13:58
And in the client template here, I said that was point 25
14:00
here, I said that was point 25 hours, so I’m just gonna kinda
14:01
hours, so I’m just gonna kinda reverse engineer this so you
14:02
reverse engineer this so you can kinda see how this would
14:03
can kinda see how this would play out.
14:10
That’s gonna give us the best
14:11
That’s gonna give us the best price and every 5000 every
14:13
price and every 5000 every thousand over a base price of
14:15
thousand over a base price of 5000. maybe is $3 more. And if
14:20
5000. maybe is $3 more. And if we are divided up by 50, it is
14:23
we are divided up by 50, it is point 06, man hours and $97 of
14:25
point 06, man hours and $97 of labor and labor burden. That is
14:27
labor and labor burden. That is the example that you are
14:29
the example that you are looking at here for the direct
14:31
looking at here for the direct cost. so you’re only looking at
14:33
cost. so you’re only looking at labor and labor burden the
14:35
labor and labor burden the other way of doing it is going
14:36
other way of doing it is going in and building out your mowing
14:38
in and building out your mowing crew. and same exact equation
14:43
crew. and same exact equation far as.
14:48
The math but this is different
14:51
The math but this is different so if we’re charging 50 bucks
14:52
so if we’re charging 50 bucks an hour and let’s say our total
14:54
an hour and let’s say our total break even is $36 per man hour,
14:57
break even is $36 per man hour, including labor and labor
14:59
including labor and labor burden and our fixed generalist
15:01
burden and our fixed generalist of cost and we’ve already
15:02
of cost and we’ve already recovered on an hour later
15:04
recovered on an hour later material equipment and subs.
15:05
material equipment and subs. You could say, okay, on average
15:07
You could say, okay, on average that is $36 break even. and
15:12
that is $36 break even. and this is going to
15:16
multiply the point 25 million
15:18
multiply the point 25 million hours times to 30 – six you’ve
15:20
hours times to 30 – six you’ve noticed instead of $4
15:21
noticed instead of $4 break-even cost just on labor
15:23
break-even cost just on labor and labor burden are fully
15:24
and labor burden are fully break even number with the
15:26
break even number with the overhead recovery of everything
15:28
overhead recovery of everything that’s indirect cost fully
15:29
that’s indirect cost fully loaded. Here’s $9 so everything
15:31
loaded. Here’s $9 so everything The same but our numbers as far
15:34
The same but our numbers as far as budgeted costs are different
15:36
as budgeted costs are different different so after talking
15:37
different so after talking Service Autopilot and their
15:39
Service Autopilot and their development team there is no
15:40
development team there is no negative as far as I’m
15:42
negative as far as I’m concerned to have this fully
15:43
concerned to have this fully loaded number on the Service,
15:46
loaded number on the Service, Autopilot estimate and it saves
15:47
Autopilot estimate and it saves you the step of direct costs
15:49
you the step of direct costs now in design build you may
15:51
now in design build you may need that granularity and
15:51
need that granularity and that’s perfect, but if you’re
15:53
that’s perfect, but if you’re in general maintenance or
15:55
in general maintenance or estimating a home cleaning
15:55
estimating a home cleaning things like that as far as I’m
15:59
things like that as far as I’m concerned, I don’t see any
16:00
concerned, I don’t see any reason to take it and recreate
16:02
reason to take it and recreate the. Far as having to go out.
16:06
the. Far as having to go out. and manipulate these direct
16:08
and manipulate these direct costs and update this each
16:08
costs and update this each time. I would rather have it
16:11
time. I would rather have it fully loaded up top here so
16:13
fully loaded up top here so literally all you do is say
16:14
literally all you do is say quote and it’s already in there
16:16
quote and it’s already in there and you know you’re good now if
16:18
and you know you’re good now if Vthree has some evolutions of
16:20
Vthree has some evolutions of direct costs and some things
16:23
direct costs and some things around us where this quantity
16:24
around us where this quantity field is dynamic and matches up
16:26
field is dynamic and matches up to the budget of hours, then
16:27
to the budget of hours, then there may be a whole different
16:28
there may be a whole different conversation, but as it is
16:29
conversation, but as it is right now, I’m recommending
16:31
right now, I’m recommending fully loading that top number
16:32
fully loading that top number with labor and labor burden and
16:35
with labor and labor burden and overhead recovery. So it’s your
16:36
overhead recovery. So it’s your total break even so all at the
16:37
total break even so all at the bottom. All we have is. But if
16:40
bottom. All we have is. But if you would like to have that
16:43
you would like to have that granular direct cost, I would
16:44
granular direct cost, I would not leave it open to the
16:46
not leave it open to the estimated to add the items pre
16:48
estimated to add the items pre build a template that fully
16:49
build a template that fully loads all those pieces of
16:50
loads all those pieces of equipment train them to update
16:52
equipment train them to update the quantity and then if you
16:53
the quantity and then if you have an ancillary piece of
16:55
have an ancillary piece of equipment, design build or
16:56
equipment, design build or something else, that’s not used
16:58
something else, that’s not used all the time. Then you add that
17:00
all the time. Then you add that in I already have that
17:01
in I already have that preloaded so comment your
17:03
preloaded so comment your questions drop below Callahan’s
17:04
questions drop below Callahan’s corner. You ask the questions
17:05
corner. You ask the questions we answered live right here on
17:06
we answered live right here on Facebook all things business.
17:09
Facebook all things business. Autopilot but really a lot of
17:12
Autopilot but really a lot of questions around this, So I
17:12
questions around this, So I wanted to really demystify it,
17:14
wanted to really demystify it, but as of today, August 2020
17:18
but as of today, August 2020 those things here for direct
17:20
those things here for direct costs are completely static to
17:21
costs are completely static to just hear and hear and they do
17:23
just hear and hear and they do not translate into the report
17:25
not translate into the report Center jobs or anything else so
17:28
Center jobs or anything else so far as I’m concerned I would
17:29
far as I’m concerned I would rather minimize the step
17:31
rather minimize the step streamline the process for your
17:32
streamline the process for your office, Your VA and if you are
17:34
office, Your VA and if you are doing design build there may be
17:37
doing design build there may be an argument. Some of this stuff
17:39
an argument. Some of this stuff on the fly, if we’re using an
17:40
on the fly, if we’re using an excavator Kidd that
17:42
excavator Kidd that traditionally isn’t on that
17:43
traditionally isn’t on that equipment set up and everything
17:44
equipment set up and everything else. I’m gonna recommend it as
17:45
else. I’m gonna recommend it as of at least August 2020 in
17:47
of at least August 2020 in Vtwo, you wanna keep that fully
17:49
Vtwo, you wanna keep that fully loaded break even for that
17:51
loaded break even for that profit margin on top to avoid
17:54
profit margin on top to avoid extra steps and streamlining
17:55
extra steps and streamlining that that estimating and job
17:58
that that estimating and job costing process in your
17:59
costing process in your estimates so feel free to drop
18:02
estimates so feel free to drop any questions on the live video
18:03
any questions on the live video here We’ve got a few people
18:04
here We’ve got a few people watching otherwise on the
18:06
watching otherwise on the recorded version if you wanna
18:07
recorded version if you wanna drop a question or two on here
18:10
drop a question or two on here I’ll watch it for the next 24.
18:12
I’ll watch it for the next 24. But a lot of questions around
18:16
But a lot of questions around overhead recovery the multiple
18:17
overhead recovery the multiple overhead recovery system where
18:18
overhead recovery system where we’re going out and creating a
18:21
we’re going out and creating a production rate based
18:21
production rate based estimating system, and that’s
18:23
estimating system, and that’s what we did in my company right
18:25
what we did in my company right to the Charles Vander Corp
18:26
to the Charles Vander Corp model, and I had some great
18:28
model, and I had some great success with it and this is how
18:30
success with it and this is how we can use Service Autopilot to
18:32
we can use Service Autopilot to implement that job costing a
18:33
implement that job costing a direct cost feature right in
18:35
direct cost feature right in the two so come questions right
18:37
the two so come questions right below. Callahan’s Corner USA
18:38
below. Callahan’s Corner USA Questions We answer them live
18:39
Questions We answer them live here on Facebook How to use the
18:41
here on Facebook How to use the direct. Feature job costing on
18:44
direct. Feature job costing on estimates inside Service

Callahan’s Corner: How Bad Data Is Ruining Your Profit Projections… How To Fix It In Minutes!

Video Transcript

00:00
To Callahan’s corner, where you
00:02
To Callahan’s corner, where you ask the questions and we answer
00:03
ask the questions and we answer them live right here on
00:05
them live right here on Facebook so one of the
00:07
Facebook so one of the questions submitted this week
00:08
questions submitted this week was around data and how do I
00:09
was around data and how do I project if I’m profitable on a
00:11
project if I’m profitable on a daily and weekly basis to my
00:12
daily and weekly basis to my end goal. so the topic today
00:15
end goal. so the topic today really is how is bad data or
00:18
really is how is bad data or the lack of data ruining your
00:20
the lack of data ruining your profit, projections and
00:21
profit, projections and accountability inside your
00:23
accountability inside your service business so whether it
00:24
service business so whether it is lawn care home, cleaning or
00:26
is lawn care home, cleaning or pest control for that matter,
00:27
pest control for that matter, we need good data in for good
00:28
we need good data in for good data out. so I. Down really
00:31
data out. so I. Down really quickly the things that every
00:33
quickly the things that every service business needs for
00:35
service business needs for success on a daily basis, so
00:36
success on a daily basis, so I’m gonna pop the screen over
00:37
I’m gonna pop the screen over here as we normally do and I’ll
00:39
here as we normally do and I’ll give you a quick idea of what
00:42
give you a quick idea of what we’re talking about. so. no
00:44
we’re talking about. so. no matter no matter the platform.
00:46
matter no matter the platform. this is Service Autopilot, but
00:47
this is Service Autopilot, but this could really be any CRM or
00:50
this could really be any CRM or scheduling billing software in
00:51
scheduling billing software in a bare minimum, you really
00:52
a bare minimum, you really wanna be able to have the
00:53
wanna be able to have the ability for a Mobile for your
00:55
ability for a Mobile for your crews to clock in and clock out
00:56
crews to clock in and clock out of the drive time. it’s
00:57
of the drive time. it’s especially in the environmental
00:58
especially in the environmental each. So we have this time now
01:01
each. So we have this time now we can print this out and
01:03
we can print this out and mainly into this time-in the
01:04
mainly into this time-in the system, but really the Mobile
01:05
system, but really the Mobile is where it’s at and we’ve got
01:07
is where it’s at and we’ve got GPS tracking so the idea here
01:09
GPS tracking so the idea here is it’s usually way too late
01:12
is it’s usually way too late for a business owner to really
01:14
for a business owner to really know where you’re at and we
01:15
know where you’re at and we really need to give each crew
01:17
really need to give each crew daily accountability numbers.
01:18
daily accountability numbers. So what we’re looking at here
01:19
So what we’re looking at here is we’ve got a lawn mowing
01:21
is we’ve got a lawn mowing example for crew number one
01:23
example for crew number one here and what we need is a
01:24
here and what we need is a start and stop time for every
01:26
start and stop time for every job and we need to make sure
01:27
job and we need to make sure they make sense so they didn’t
01:29
they make sense so they didn’t clock in at 115 and clock out
01:31
clock in at 115 and clock out at 116 for a hundred dollar
01:32
at 116 for a hundred dollar job. So do they make sense? Do
01:33
job. So do they make sense? Do you have start and stop time?
01:36
you have start and stop time? Job Next thing is do we have a
01:38
Job Next thing is do we have a budget in time for each job,
01:39
budget in time for each job, which we do now the third and
01:42
which we do now the third and final most important part is do
01:43
final most important part is do we have a price so actually
01:46
we have a price so actually this jumps out of me so this
01:47
this jumps out of me so this job here has a zero dollar
01:49
job here has a zero dollar value. So my guess is that in
01:51
value. So my guess is that in this test account when this job
01:53
this test account when this job was set up, it was an
01:55
was set up, it was an installment job and they did
01:58
installment job and they did not put the price and budget of
01:59
not put the price and budget of time for each job under the
02:01
time for each job under the installment, which needs to be
02:02
installment, which needs to be in there. So these are data
02:03
in there. So these are data points that we really need. To
02:05
points that we really need. To and where this is all coming
02:06
and where this is all coming from is Super girl just
02:09
from is Super girl just launched our version two of KPI
02:10
launched our version two of KPI that has all automated job
02:13
that has all automated job costing daily reports, weekly
02:14
costing daily reports, weekly reports and the end of the
02:15
reports and the end of the year. How much you should raise
02:17
year. How much you should raise your price on average based on
02:18
your price on average based on your hourly goals. so. what I’m
02:21
your hourly goals. so. what I’m going with this is we need to
02:22
going with this is we need to start and stop time a budget
02:24
start and stop time a budget and time how long it should
02:25
and time how long it should take and a price Now
02:28
take and a price Now traditionally in the non
02:30
traditionally in the non automated version, we would
02:30
automated version, we would take our 20 hours here budgeted
02:33
take our 20 hours here budgeted time and it looks like we’ve.
02:35
time and it looks like we’ve. Point eight four hours of
02:37
Point eight four hours of actual time on site, but really
02:39
actual time on site, but really this is deceiving what you
02:40
this is deceiving what you really need to do if you’re in
02:42
really need to do if you’re in Service Autopilot go to columns
02:43
Service Autopilot go to columns and pull out total and what
02:46
and pull out total and what that does is it gives you the
02:47
that does is it gives you the budget of hours. The. actual
02:53
budget of hours. The. actual hours? I’m sorry. So 20 point,
02:57
hours? I’m sorry. So 20 point, one zero we actually work 15
02:59
one zero we actually work 15 point 68 hours on site and it
03:01
point 68 hours on site and it was seven point eight four
03:03
was seven point eight four hours times two, which gives
03:04
hours times two, which gives that 15 point 68 What this
03:06
that 15 point 68 What this doesn’t take into account for
03:08
doesn’t take into account for most people don’t realize is
03:09
most people don’t realize is your shop time the drive time
03:10
your shop time the drive time from your shop and the drive
03:12
from your shop and the drive time through all these 89
03:13
time through all these 89 accounts and then back to the
03:14
accounts and then back to the shop. So that’s additional non
03:17
shop. So that’s additional non billable drive time as far as
03:17
billable drive time as far as an efficiency that we want to
03:19
an efficiency that we want to be able to track not it’s a
03:21
be able to track not it’s a whole different conversation.
03:22
whole different conversation. I’m not gonna get into but the
03:23
I’m not gonna get into but the idea here is if we had 20
03:25
idea here is if we had 20 point. One hours we would go in
03:30
point. One hours we would go in and plug that in here. And if
03:33
and plug that in here. And if this started at seven AM. And
03:39
this started at seven AM. And they got done at let’s say
03:43
they got done at let’s say four PM.
03:46
We got a nine hour day half
03:48
We got a nine hour day half hour lunch so what happens here
03:50
hour lunch so what happens here is now that we’ve got these
03:53
is now that we’ve got these numbers in here and let’s make
03:55
numbers in here and let’s make this a two -person crew we had
03:58
this a two -person crew we had growth hours at 18. We subtract
04:00
growth hours at 18. We subtract out the launch so we’ve got
04:02
out the launch so we’ve got work hours. payroll hours of 17
04:03
work hours. payroll hours of 17 hours and we budgeted for 17.
04:05
hours and we budgeted for 17. We’re three hours under budget
04:07
We’re three hours under budget so basically with this 117 is
04:10
so basically with this 117 is telling us that we were 17
04:12
telling us that we were 17 percent under budget now that
04:14
percent under budget now that looks really deceiving, but the
04:15
looks really deceiving, but the way we built the math is that
04:18
way we built the math is that we were 17 percent. Now, if I
04:21
we were 17 percent. Now, if I had given them 16 hours to do
04:23
had given them 16 hours to do it, There’s it took them 17.
04:25
it, There’s it took them 17. It’s under a hundred percent,
04:26
It’s under a hundred percent, the reason why we built the
04:28
the reason why we built the math this way is that we can
04:30
math this way is that we can have a conversation with the
04:31
have a conversation with the guys and girls on the team that
04:32
guys and girls on the team that if they gave a hundred percent,
04:34
if they gave a hundred percent, they hit the budget if they
04:35
they hit the budget if they gave a hundred and 17 percent
04:36
gave a hundred and 17 percent to kick butt and if they gave
04:38
to kick butt and if they gave 92 percent, they didn’t hit it
04:40
92 percent, they didn’t hit it and that’s where the quality
04:41
and that’s where the quality constraint but the problem in
04:43
constraint but the problem in most service businesses,
04:44
most service businesses, including my own in the early
04:45
including my own in the early days, is we didn’t track the
04:47
days, is we didn’t track the daily wins and hold people
04:48
daily wins and hold people accountable. So I’m building.
04:50
accountable. So I’m building. On an automated report that
04:52
On an automated report that we’ve been building and
04:53
we’ve been building and actually have released to our
04:54
actually have released to our clients at no extra cost that
04:56
clients at no extra cost that we have gone out and automated
04:58
we have gone out and automated this whole entire process, but
05:00
this whole entire process, but in that process if there is a
05:02
in that process if there is a start and stop time if there
05:04
start and stop time if there isn’t a budget of time if there
05:06
isn’t a budget of time if there isn’t a price that sells
05:07
isn’t a price that sells flashes up in Red, it says
05:09
flashes up in Red, it says check this data. So what is
05:11
check this data. So what is this is is unveiled to us or
05:14
this is is unveiled to us or revealed to us is that a lot of
05:16
revealed to us is that a lot of businesses think they have
05:18
businesses think they have really good data in their
05:18
really good data in their system, but there is no data
05:20
system, but there is no data hygiene. There is no weekly or
05:22
hygiene. There is no weekly or daily rhythm to go out and
05:24
daily rhythm to go out and check this. So what I’m really
05:27
check this. So what I’m really recommending is somebody on
05:28
recommending is somebody on your team is held accountable
05:29
your team is held accountable to search through the start and
05:31
to search through the start and end times the budget of time
05:33
end times the budget of time and the price and they need to
05:34
and the price and they need to report that it’s done on a
05:36
report that it’s done on a daily basis and report that out
05:37
daily basis and report that out to the team not only the crews,
05:39
to the team not only the crews, but the management and if
05:41
but the management and if you’re a business owner you
05:43
you’re a business owner you need to report it out to
05:45
need to report it out to yourself hire a coach do
05:46
yourself hire a coach do something but have an
05:47
something but have an accountability piece and then
05:50
accountability piece and then we’re gonna track that daily
05:52
we’re gonna track that daily and then every week the
05:53
and then every week the following Monday so like today
05:55
following Monday so like today being Monday we would look at
05:56
being Monday we would look at last week. Averages to make
05:58
last week. Averages to make sure everything’s in there and
06:00
sure everything’s in there and really this part, no matter
06:01
really this part, no matter your software. It’s probably
06:02
your software. It’s probably the most important part of the
06:03
the most important part of the software. It’s going to be the
06:04
software. It’s going to be the last point a person can
06:05
last point a person can physically check the start and
06:07
physically check the start and stop times for job role job
06:10
stop times for job role job costing production rates and
06:12
costing production rates and payroll. you can track the
06:13
payroll. you can track the budget of time and it can make
06:14
budget of time and it can make sure you’re building out your
06:15
sure you’re building out your hourly jobs and your fixed
06:17
hourly jobs and your fixed price jobs but without good
06:18
price jobs but without good data here the everything else
06:21
data here the everything else is isn’t working because we
06:22
is isn’t working because we need foundational day to day in
06:24
need foundational day to day in and day out and I understand if
06:26
and day out and I understand if you’re. Entrepreneur and you’re
06:28
you’re. Entrepreneur and you’re cutting you know, five or six
06:29
cutting you know, five or six lawns a day or you’re cleaning
06:31
lawns a day or you’re cleaning two or three houses. This is
06:32
two or three houses. This is the last thing you wanna do,
06:32
the last thing you wanna do, but I will tell you this is
06:34
but I will tell you this is what drives accountability it
06:37
what drives accountability it drives profits and clarity of
06:39
drives profits and clarity of your numbers so without being
06:40
your numbers so without being able to see this data no matter
06:43
able to see this data no matter the software or even if it’s an
06:44
the software or even if it’s an Excel sheet, you are missing
06:46
Excel sheet, you are missing probably one of the most
06:48
probably one of the most important pieces of the pie,
06:48
important pieces of the pie, especially if you’re going out
06:49
especially if you’re going out to do a production based system
06:51
to do a production based system based on square footage of turf
06:52
based on square footage of turf per square footage of home
06:55
per square footage of home these numbers when you run them
06:56
these numbers when you run them through a software like
06:57
through a software like Service, Autopilot will tell
06:58
Service, Autopilot will tell you how long it takes you to do
07:00
you how long it takes you to do those jobs. And now you have a
07:02
those jobs. And now you have a non emotional way to start
07:03
non emotional way to start pricing your jobs over
07:05
pricing your jobs over satellite imagery or square
07:07
satellite imagery or square footage the home of the Zillow
07:08
footage the home of the Zillow so Callahan’s corner, you ask
07:10
so Callahan’s corner, you ask questions. We answered live
07:11
questions. We answered live here on Facebook, but if you
07:13
here on Facebook, but if you don’t have these numbers every
07:15
don’t have these numbers every day and have them without a
07:17
day and have them without a doubt that are like they’re in
07:19
doubt that are like they’re in concrete or right. I’m starting
07:21
concrete or right. I’m starting end times for each job budgeted
07:23
end times for each job budgeted time-in a price the clarity for
07:25
time-in a price the clarity for you to go out and scale your
07:26
you to go out and scale your business and have a profitable
07:27
business and have a profitable business is literally you’re
07:29
business is literally you’re playing Russian roulette with
07:29
playing Russian roulette with your business and So if you’re
07:32
your business and So if you’re not doing it, you need some
07:33
not doing it, you need some help doing it. we’ve got some
07:36
help doing it. we’ve got some videos. I’m happy to send you
07:37
videos. I’m happy to send you these are the foundational
07:38
these are the foundational things for success in your
07:40
things for success in your service business that I highly
07:41
service business that I highly suggest you take a look at it
07:43
suggest you take a look at it if you don’t have built in
07:43
if you don’t have built in right now and if you do have
07:44
right now and if you do have built-in sweep back and take a
07:46
built-in sweep back and take a look at it because I will tell
07:48
look at it because I will tell you that there was more than a
07:49
you that there was more than a few people that had glaring Red
07:51
few people that had glaring Red boxes of missing or bad data
07:53
boxes of missing or bad data that they that they thought was
07:55
that they that they thought was okay because they weren’t
07:56
okay because they weren’t checking it out on a daily
07:57
checking it out on a daily cadence in summarizing it
07:59
cadence in summarizing it weekly. So these are the keys
08:00
weekly. So these are the keys to success in a. To have that
08:03
to success in a. To have that emotional. benchmarks of
08:06
emotional. benchmarks of success and what’s expected
08:07
success and what’s expected with equality control piece as
08:09
with equality control piece as well So Khan’s corner US
08:11
well So Khan’s corner US questions. We have some live
08:11
questions. We have some live right here on Facebook. We’ll

SA Weekly Talk Show with Martha Woodward

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 calling here with uh co-host
00:12
cody owen and special guest
00:14
martha woodward uh just before we came
00:16
on live talking about redecorating the
00:17
office standing desks and gaming chairs
00:20
um and supposedly some uh
00:23
some decks of dungeon and dragons new
00:25
releases coming out so uh
00:28
yes absolute chaos here in the sa world
00:31
today
00:31
uh but really excited to have martha on
00:34
talking about company culture employee
00:35
problems
00:36
and managing quality and i know martha
00:38
is the queen of quality so martha thanks
00:40
for uh
00:41
joining us here if people don’t know who
00:43
you are haven’t heard of you if you
00:44
could just give a quick intro of
00:46
how you cut your teeth in the cleaning
00:47
industry and then um
00:49
evolved into uh starting and owning
00:52
quality driven
00:53
measuring what matters um i know myself
00:55
and a lot of the service autopilot users
00:57
are using quality driven in their
00:59
service businesses to get
01:00
real-time results um for fire’s quality
01:03
feedback for their employees amongst a
01:05
whole lot of other things um
01:06
including it sounds like a new hr uh
01:08
feature you released
01:10
recently are about to so yeah or is
01:12
yours martha
01:13
all right well um martha woodward
01:17
i own a maid service in oklahoma
01:20
but i live in kansas so i have to manage
01:23
everything remotely
01:25
um how i got started was
01:29
i watched an infomercial about
01:33
saving money on taxes by opening a
01:36
business
01:37
and at the time i was working for a
01:40
corporate chain hospital
01:42
for 20 plus years in therapy and i
01:44
thought
01:46
i’ll open a maid service i have no idea
01:48
what i was thinking
01:50
but uh i just knew i liked a clean house
01:53
and i was having trouble finding
01:54
somebody
01:55
so there you go it was all about saving
01:58
money on taxes
01:59
and then i found out that
02:02
it was really painful to run a service
02:06
business
02:07
and managing those employees was nothing
02:10
like managing the
02:14
therapists that were in my department at
02:17
the hospital
02:18
so after pain and suffering
02:22
i just tried to come up with some ways
02:25
to solve things and
02:26
one of them was tracking quality
02:30
and having a way to manage it and i
02:33
didn’t have the software that did that
02:35
what i wanted it to do
02:37
so hence quality driven um
02:41
and then through quality driven i’ve
02:44
started
02:44
helping other people get a culture
02:48
where it doesn’t require so much
02:51
thumbs on people all the time that you
02:54
build a culture
02:55
where people just do what they’re
02:58
supposed to do
02:59
which is a wonderful feeling so there
03:02
you go
03:03
so managing physical therapy to looking
03:06
for a tax write-off
03:07
getting into the maid service and then
03:09
actually starting a software company so
03:11
i don’t know if there’s much you haven’t
03:12
done i know i’ve been blessed to know
03:14
you for about five six years
03:16
uh in the service autopilot ecosystem uh
03:18
we were probably the uh
03:19
the two original uh certified advisors
03:22
over at service autopilot uh kind of
03:23
cutting our teeth there and i know we’ve
03:25
kind of come up through the ranks and
03:26
had the pleasure of speaking at uh
03:28
several of your quality driven software
03:30
conferences starting at uh
03:31
humble beginnings in oklahoma all the
03:33
way to san diego and then
03:34
last year being able to be present there
03:37
in uh
03:38
savannah so been really fun to watch the
03:41
progression and the evolution of not
03:43
only your cleaning business but quality
03:45
driven as well and how
03:46
you’re helping service business owners
03:48
not only in home cleaning but
03:49
uh as well as lawn care contr lawn care
03:52
pest control
03:53
um and pretty much any type of service
03:55
business so along a service business uh
03:57
one of the biggest things that i found
03:59
at my lawn care company callahan is that
04:01
as we started to break that million
04:02
markets start to go well beyond
04:04
company culture either fell apart of
04:07
what we thought maybe it was but it
04:08
didn’t really exist
04:09
so i know right now you’re doing a lot
04:12
of content helping a lot of people
04:14
building culture in their service
04:16
business so
04:17
um would you mind kind of diving in what
04:19
i guess first of all what is company
04:20
culture and
04:21
how do we go out and actually evolve
04:23
into it and then reinforce it through
04:25
our workforce um i’m assuming maybe it’s
04:27
some mission vision values or is there
04:28
another approach that you guys are
04:29
taking
04:30
um in the way you actually implement
04:32
culture
04:34
so everybody has a culture it just not
04:37
might not be the one you want and uh
04:40
you know i work with
04:44
maid services lawn care window cleaning
04:47
and even
04:48
even like some va services and
04:51
megan with likes accounting everybody
04:54
has a culture
04:55
everybody has a different approach to it
04:58
and what i see is
05:04
here’s the thing we all might think
05:08
that people should just do their damn
05:11
job
05:11
i mean that’s the bottom line that’s a
05:13
way that’s a way that most of us
05:15
feel but if you actually
05:19
have that kind of culture it doesn’t
05:22
usually work and
05:24
i’ve worked with many people who
05:26
actually say something very similar to
05:28
that and what i say back
05:30
is well how’s that working for you
05:32
probably not
05:33
great and so um
05:37
really when i talk to people about
05:40
culture we
05:40
start with the very beginning and the
05:43
basics on
05:45
you know your policies do you actually
05:47
follow your policies
05:48
and if you don’t why that’s so toxic
05:52
to your culture because nobody can trust
05:55
what you say
05:57
it’s like a parent threatening things
05:59
that never does
06:00
follow through um and then you know we
06:05
we work on quality management we work on
06:09
it’s really a lot about fixing what
06:13
you as owner and management can do
06:17
to get better results with the employees
06:20
you have
06:21
or the employees you want to keep
06:25
because that’s what a lot of people find
06:28
is that
06:30
one of the reasons that things don’t
06:32
work is maybe they’re not
06:34
quite as particular enough
06:37
about who they keep um
06:40
and i know that’s a hard thing because
06:43
it’s hard to find people
06:45
but it’s interesting martha so i guess
06:47
one thing not to cut you about i want to
06:49
hit on it before i forget it is
06:51
yes right now obviously um middle of
06:53
covet are kind of
06:55
as we’re going out the uh what we call
06:57
the 600 a month uh
06:59
unemployment bonus weekly uh it’s pretty
07:01
much been eliminated from what i
07:02
understand or there’s some talks around
07:04
it
07:04
as the video is here so like
07:06
theoretically that labor market is
07:08
opening up we should have an influx of
07:10
people
07:10
wanting to work in our service business
07:12
um
07:14
but there was two things as we’re going
07:15
out hopefully getting these applicants
07:16
there to start coming in
07:18
um you said internally if we already
07:20
have employees we really need to enforce
07:22
the policies and procedures we already
07:24
have so
07:26
i know one of the biggest issues at
07:27
least in my service business definitely
07:29
not at a pedestal
07:30
here uh preaching by any means but a big
07:31
issue that we used to always have was
07:33
no call no and show no call no show
07:35
employees i don’t care if it’s cleaning
07:37
um or a lawn care that that’s gonna
07:39
happen um but a lot of times as business
07:41
owners at least myself in the early days
07:43
i was really
07:44
um i was nervous to really reinforce the
07:47
rules that were around that because what
07:49
if i tell this person to go home the
07:50
next day if you don’t call no show you
07:52
don’t
07:52
you’re not working the next day i don’t
07:54
care um and there may be some
07:55
repercussions as far as bonus or pay
07:57
structure um
07:58
obviously if it’s inside your handbook
07:59
and it’s on the up and up but
08:01
um i guess what would be your advice and
08:03
your thoughts around that like if you’re
08:04
a business owner right now and you’re
08:06
scared like i’ve got
08:07
just enough cleaners to clean or i got
08:09
enough people just to mow the lawns i’ve
08:10
gotta mow
08:11
how can i reinforce that because really
08:13
my employees
08:14
are in the power position right now is
08:16
there a way to tackle that
08:19
well you have to be willing to and
08:23
you’re absolutely taking the risk like
08:25
you say
08:26
i mean i was there too my attendance
08:30
policy i had policies written but the
08:33
true
08:34
policy was roll call oh
08:37
check she showed up check she showed up
08:40
i mean that was my real policy and they
08:43
were absolutely calling the shots
08:46
and at the time like i say i probably
08:49
had the same attendance policy have now
08:51
but i absolutely did
08:52
not enforce it and so
08:56
what happens when you do that is
08:59
everybody knows and again i’ll go back
09:02
to
09:03
kids you know if you threaten kids
09:06
and there are no repercussion then
09:10
they’re gonna keep doing the same thing
09:11
over and over
09:13
and you know it’s just like a vicious
09:15
cycle
09:16
um but it is it’s scary but here’s the
09:20
thing
09:22
that you probably don’t know you’re
09:24
doing if you do that
09:26
is if you get quote good people
09:30
if you get people who really will
09:33
follow the rules follow the policies and
09:36
are there
09:37
to better themselves in the company
09:40
you’re going to run those people off
09:42
because they see you put your head in
09:45
the sand
09:46
and just like have the wild wild west
09:51
and they’re the ones because they’re
09:53
reliable they’re the ones that really
09:56
are the ones suffering and they’ll leave
09:59
you
09:59
you know so it is scary
10:03
and you know i always talk about you’re
10:06
gonna have some sacrificial lambs
10:08
for people to believe you and i remember
10:11
when
10:12
i had that aha moment like you did mike
10:15
where i was like
10:17
you know if i don’t do this this will
10:20
never
10:21
change and so when i first
10:24
started actually enforcing the policies
10:27
it took a few
10:29
for people to be like oh okay
10:33
you know something changed around here
10:36
and uh
10:37
i actually did set them down and tell
10:39
them you know
10:40
that things were changing and i’m sure
10:42
nobody believed me
10:44
but i had drawn the line in the sand and
10:47
i eventually made them believe me so
10:50
that’s
10:51
i mean that’s interesting and if you’re
10:52
watching this um obviously martha and i
10:55
20 plus years in the service industry
10:56
each i mean these are things that
10:58
that are very common i know as an
10:59
entrepreneur you feel lonely on this
11:01
island and you’re the only one going
11:02
through this but you’re not and martha i
11:04
couldn’t agree with you more
11:05
uh very common same thing we kind of sat
11:07
down and we used to let them go and i
11:08
was like why am i losing all my best
11:10
guys and girls on my crew
11:11
they’re leaving and i’m just stuck with
11:14
the mediocre
11:15
c players and they’re sticking around
11:17
and it just started to perpetuate itself
11:18
so
11:19
just like you i mean if you’re
11:20
struggling with this you really in my
11:22
opinion i think martha’s opinion as well
11:24
is
11:24
need to sit down let them know hey
11:25
things are changing start monday
11:27
and the first person you don’t want i
11:29
told you guys like you don’t want to be
11:30
that person that i make an example of
11:32
because if you come in late or you don’t
11:33
show up
11:34
you’re out of here um and i remember we
11:36
were at nine or ten crews at that point
11:38
and at that point i really was not
11:39
anywhere near jumping on a truck or
11:41
anything but
11:42
the people that suffered were the best
11:44
employees and i realized that actually
11:46
when i had that aha moment
11:47
and i actually jumped on the crew that
11:49
day i said you know dave or joe what i
11:51
mean
11:51
right in front of me you’re done no call
11:54
no show
11:55
on friday um and hey to the really good
11:58
crew leader i got i’m gonna jump on the
11:59
truck with you so you don’t have to go
12:00
solo today right
12:01
um but that it started to but you’re
12:03
right it took four or five individuals
12:05
to really hone it in because i thought
12:06
well
12:07
he might be serious this week but um
12:11
you know that that’s you know he’s
12:13
probably not gonna stick through it but
12:14
when you do
12:15
that that culture starts to change um
12:18
and it makes me think about as we talk
12:20
about this martha
12:21
um once you kind of establish that
12:24
culture you’re starting to stick into
12:25
your guns
12:25
how do you handle employee problems um
12:28
and maybe there’s an escalation of type
12:30
2 problems like maybe just something
12:31
minor or something
12:32
um totally unacceptable maybe uh
12:35
somebody in the lawn care crew or the
12:36
cleaning crew actually
12:38
like theft in someone’s home from the
12:40
outside or the inside like
12:41
is there an elevation of certain
12:42
problems and how do we deal with
12:44
problems based on kind of probably a
12:46
sliding scale i’m imagining or if
12:47
there’s a different approach feel free
12:48
to
12:49
you know let us know how you handle it
12:51
so
12:52
we have um we have a few
12:55
non-negotiables in our company
12:58
like non-negotiables as in you will be
13:01
fired on the spot
13:03
one is no call no show if you are a no
13:06
call no show
13:08
i in this day and age don’t tell me you
13:11
cannot get a hold of us
13:12
you know uh the only thing you know
13:16
if you’re on the side of the road and
13:19
you can prove it
13:20
well you know like end up in the
13:22
hospital okay
13:23
but uh you know it’s not we we don’t say
13:27
that
13:27
but there’s no reason to have a no-call
13:30
no-show unless it’s something
13:33
extraordinary yeah and if you are in the
13:35
hospital we’ll come visit you just let
13:37
us know
13:38
yeah and you’ve got three days to get
13:40
back no
13:42
but then theft if we can prove that you
13:45
sold something of course
13:47
you’re out of there and so
13:50
but then everything else we have a
13:53
disciplinary system for and
13:57
it is i actually have it on the wall
14:01
so there’s a big old flow sheet
14:05
you know ceiling to floor that says
14:08
basically first offense is verbal
14:10
warning second offense
14:12
is a written warning and then if they
14:14
have a third offense
14:16
within 30 days they go into probation
14:19
and a new timer starts and
14:21
have this i don’t know it’s complicated
14:24
to explain
14:25
i get it they we get it but uh i
14:28
actually will walk them
14:30
over to there and show them where
14:32
they’re at
14:33
because i while i
14:36
really believe in processes
14:40
and and following
14:43
you know this disciplinary system
14:46
i also very much believe in
14:50
never surprising somebody like
14:53
no one ever should be surprised in my
14:55
company
14:56
when they’re let go and you know
15:00
every step of the way we tell them
15:02
here’s where you’re at
15:03
and if this happens again within this
15:06
amount of time
15:07
this is the next consequence and
15:10
you know it it works pretty smoothly as
15:14
long
15:14
you know what i love about that is
15:17
there’s no
15:17
favoritism i mean i’ve literally said
15:21
those darn policies well then this is
15:24
where you’re at you know and then
15:26
i’ll go oh yeah i wrote the policy but
15:29
i mean i don’t care how much i like you
15:32
that’s where you’re at
15:34
and it takes the subjective part
15:37
away and it’s objective consistent and
15:41
fair
15:41
and you’re setting expectations from the
15:44
outset
15:45
that this is how everybody gets treated
15:47
everybody knows
15:48
going in these are the rules these are
15:50
the consequences
15:51
no one can i mean just like you said no
15:53
one can feel surprised about it
15:55
right right and you know sometimes we
15:58
hire the wrong person and most of the
16:01
time we get rid of them in training
16:03
because we have processes that
16:05
are designed to weed people out but if
16:08
they get through training
16:10
and we we didn’t get them we didn’t get
16:13
that wrong person out
16:15
um then what happens is when they start
16:19
getting in that disciplinary process
16:22
they will leave they self-exit because
16:25
when you have a very transparent process
16:29
like my quality minimums and all these
16:32
things
16:33
when they’re singled out and
16:37
you know it’s very apparent that
16:40
you’re here and the rest of the group’s
16:42
here
16:44
they’ll blame your system and that’s
16:46
fine
16:47
and blame my system and then they they
16:50
don’t show up
16:51
and i’m totally okay with that and i’m
16:54
assuming that
16:55
employee problems and how you handle
16:57
that is actually part of your culture
16:58
it’s transparency we’re gonna be it’s
17:00
visible
17:01
and it’s all right from the beginning of
17:02
the onboarding so that culture it seems
17:04
like that’s
17:04
ingrained right there that this is how
17:06
we do things and it’s very
17:08
it’s cut and dry uh black and white on
17:10
that so that that’s really cool that you
17:11
do that
17:12
and that’s how you you tackle that uh
17:14
one thing i kind of want to hit i don’t
17:15
really wasn’t on the agenda but i i if i
17:17
remember one of the quality driven
17:18
software uh
17:20
talks i think it was actually in san
17:21
diego the first or second year um
17:23
i don’t know if it was you it might have
17:25
been even liz trotter but i know
17:26
uh one of the one of the people talking
17:28
there and man
17:29
is a lineup of the qds conference if you
17:31
haven’t been to one is
17:32
phenomenal i mean i literally was like a
17:34
little kid in the back of my notepad
17:36
uh just jotting down executable things
17:38
that i took away um just little nuggets
17:40
that have changed the way i operate
17:42
uh both my businesses but it was uh one
17:44
of them was a theft test where they kind
17:46
of
17:47
planted a 20 or 50 bill in a room for
17:50
the rookie cleaner
17:51
and the other one was um if we’re
17:53
training on like a top to bottom deluxe
17:55
and
17:55
if you’re not the cleaning industry
17:56
that’s your initial clean before your
17:58
weekly bi-weekly three or four week
18:00
clean
18:00
uh but that’s usually a very detailed
18:02
clean and just as it says it’s from top
18:03
to bottom
18:04
and usually right to left in a
18:05
systematic way but usually that person
18:07
would go in and model that top to bottom
18:09
deluxe
18:09
and then someone the trainer would go
18:11
well uh you know hey susie
18:13
that that area around the tub right
18:15
around the grout line needs to be redone
18:16
and as
18:17
you’re looking at it there’s nothing
18:18
wrong with it but they said they would
18:20
send them back to re-clean something
18:21
that was
18:22
perfect to see what their temperament
18:23
was and how they reacted to criticism
18:26
and hey we need to go fix that did they
18:28
question it or they actually go back and
18:29
figure out like
18:30
they just you know they cleaned it out
18:32
and said hey how can i do this better
18:33
because it looks okay but i know
18:34
if you’re saying it’s not okay there’s
18:36
got to be something i’m missing in this
18:37
cleaning process so
18:38
um those were it obviously stuck to me a
18:41
few years later but it was very
18:42
interesting the the theft thing how
18:43
they’re um
18:45
how they ethically they interacted and
18:47
then b how do they adjust to
18:49
uh constructive criticism in the first
18:51
early days because those i’ll tell you
18:53
our telltale signs that we
18:54
actually implemented in the lawn care
18:56
company in a different way um
18:58
because it was really easy to tell
18:59
within the first week you send the sent
19:00
the guy to the back corner of the lot
19:02
literally behind the shed like hey dave
19:05
i think he missed the edging around the
19:06
back of the shed you know he didn’t like
19:08
if it was like
19:09
oh god i gotta go back there right now
19:12
or i was like okay yeah can i’ll go grab
19:14
it no problem and that was that was a
19:15
big it was a big difference that was one
19:17
of the takeaways that i handled but
19:18
do you have any tips or tricks around
19:20
things like that that um
19:22
could be a telltale sign of employee
19:23
problems before you actually hire him
19:25
full-time
19:26
yeah so uh that that was probably me
19:30
um although i will say i give derek
19:33
christian
19:35
uh credit for that because he was the
19:37
one
19:38
that taught me that little attitude
19:40
thing about
19:41
making them redo something okay um
19:45
and uh so it was probably me that said
19:47
it but
19:48
derek was the first person i heard say
19:50
it
19:51
and i remember just like you i was like
19:53
oh
19:55
i love that and so
19:59
in in training i have
20:02
six principles in training and one of
20:05
those principles i
20:07
teach our trainers is that
20:10
their job is not only to teach you know
20:12
the policies and procedures
20:14
but it’s also to weed out for attitude
20:18
and i really talk to them about
20:20
um i don’t think they’re like as evil as
20:24
i am because they don’t
20:25
like to do that and i’m like listen
20:28
it’s about protecting your culture
20:31
and i’m like do you want to work with
20:34
people like that
20:34
no okay so that’s why this test is in
20:38
here
20:39
and so we absolutely do do that and
20:42
we pick the hardest thing that we’re
20:45
going to train them on
20:47
which is cleaning a shower and because
20:50
you know soap scum and
20:52
it’s in the maid service world so you
20:54
would pick
20:55
something that’s harder or like tedious
20:58
or they don’t
20:59
like particularly then you say
21:03
oh no that there’s problems with that
21:06
however you grade it you would say
21:08
there’s problems with it i need you to
21:10
redo it
21:12
and when you say that though what’s
21:14
really important
21:15
is it really has to be almost perfect
21:17
you know
21:19
it really has to look good because
21:22
obviously if there are problems with it
21:25
you say redo it
21:26
that’s a no-brainer but it needs to be
21:30
good work and then you say nope i need
21:32
you to redo it
21:34
and in my company i
21:37
teach the trainers if there’s an eye
21:39
roll if there’s a
21:42
you know a little bit of disgust
21:45
they’re out and i mean they’re out
21:49
and we may finish the day with them but
21:52
whenever it’s convenient we’re packing
21:54
them up and saying
21:55
uh sorry you didn’t make it kind of
21:58
thing
21:59
um and we’re strict in training we
22:02
here’s the way i look at training is
22:06
i have to set the precedence and i think
22:09
in the service industry
22:11
um you know a lot of people that come to
22:14
us for a job
22:16
think and it’s just a you know lawn care
22:19
job or
22:20
it’s just a house cleaning job and it’s
22:23
my job to change the way they look at it
22:26
this is i we expect a high level
22:29
professionalism
22:30
and i have got to set those expectations
22:33
from
22:34
the ground floor when they start
22:38
and you guys know me i’m very laid back
22:41
and in fact
22:42
i suck at cleaning houses because i am
22:44
not detail
22:45
oriented um but
22:48
am i going to expect a high level during
22:51
training i absolutely do
22:54
and then actually i almost loosen up
22:56
when they get out of training
22:58
because i know people make mistakes but
23:01
when they’re training
23:04
they really have the feeling that
23:07
oh my gosh you know if it’s somebody
23:11
that’s in there and going to do a
23:12
half-assed job
23:13
they’re not going to make it at our
23:15
company because
23:17
they’re going to know from day one no no
23:21
you have to redo that and um
23:24
well then when you’re in training at a
23:27
new job
23:28
you’re definitely working harder than
23:30
you’re going to work when no one’s
23:32
watching
23:32
absolutely 10 during training i know
23:36
i was a waiter for a long time when
23:38
you’re in training and someone’s
23:39
watching your every move
23:40
and you’ve just had the rules given to
23:43
you like you’re much better at following
23:45
them than what you fall into during the
23:47
day-to-day
23:48
right if they’re half-assing what
23:50
they’re doing when someone’s like
23:52
nitpicking them they’re going to be
23:54
quarter-assing it in the real
23:57
real world yep yeah
24:00
and believe me i’ve kept those people in
24:02
the old days
24:04
those people because in the old days
24:07
when i cared about bodies
24:09
not a players then
24:12
what happened is at some point
24:16
one of us got sick of each other you
24:18
know six months down the road or
24:20
whatever one of us got sick of each
24:22
other because we were never a good fit
24:24
in the first place
24:25
and then those employees that i
24:29
let stay because i needed a warm body
24:32
generally
24:33
caused me so much trouble like i had one
24:37
that you know every one of those teaches
24:39
you a lesson and i
24:40
had one and a man i remember her name i
24:42
remember her
24:44
and when i let her go
24:50
she actually what happened is i subbed
24:52
for my office manager
24:54
during her week of vacation and i was
24:56
like who
24:58
the hell is this person that’s working
25:00
at this company and
25:01
they need to be gone and uh so
25:05
anyway and it was before we were
25:06
watching quality scores because
25:08
she would not have made it and
25:11
when i fired her she filed a
25:14
bogus workers comp claim she filed an
25:18
unemployment claim and you know whatever
25:21
else and
25:22
so she you know it was a learning lesson
25:25
it was like
25:26
this is what keeping this person caused
25:30
and if i would have gotten rid of her in
25:33
those first few days
25:34
which with the system now we sure could
25:38
um you know she couldn’t have done those
25:41
things so
25:42
yeah they say a bad hire is is actually
25:44
three to four times their actual salary
25:46
i thought it was nuts but
25:47
just like you said martha all the people
25:49
i didn’t fire and i should have i just
25:51
like for the body
25:52
warm body it was either just like bad
25:54
karma or just they’re being idiots like
25:56
you they got an accident and they
25:57
damaged a house i mean you name it
25:59
like it ended up costing me so much
26:01
money that i’m like i gotta get rid of
26:02
this person now if i
26:03
had done this two weeks before it would
26:05
have saved thousands and thousands of
26:07
dollars
26:08
the pivotal point um is we actually had
26:11
a uh
26:12
assault truck driver in the winter drive
26:14
one of our dump trucks
26:15
through the side of a building we didn’t
26:17
even own
26:18
and we should have let the guy go about
26:20
a month before we just needed a warm
26:21
body to literally
26:22
drive in circles i have no idea how it
26:24
happened but i’m telling you like that
26:26
was like my final learning
26:27
like rip the band-aid off either coach
26:29
up or coach
26:30
it is going to be expensive so that was
26:33
literally within a 24-12 hour period
26:35
my auto insurance went up seventeen
26:37
thousand dollars a year
26:39
like that and i was like wow maybe it’s
26:42
actually more than
26:43
three to four times about you know
26:44
there’s their salary a lot higher
26:46
if you added up all the things this guy
26:48
had broken or you know damaged so
26:50
right that’s absolutely crazy but you
26:52
know we’ve hit on the culture we’ve hit
26:54
on employee problems
26:55
um one final question around employee
26:57
and training and i want to really dive
26:58
in and wrap this up around uh managing
27:00
the quality because i know that’s really
27:01
where your expertise has really evolved
27:03
into is
27:04
um you talked about training the the
27:07
employee or the cleaner
27:08
now a lot of times at least in my
27:11
experience
27:11
in the early years i didn’t have the
27:13
right trainer
27:14
actually in the place so it was like a
27:16
person could execute the skills they
27:18
could model it um
27:20
but they didn’t really know how to train
27:22
yeah so is there anything around i guess
27:24
training the trainer and then once you
27:25
have that
27:26
quote-unquote right trainer there is
27:28
there any feedback from the trainee the
27:30
new employee
27:31
to actually give candid feedback because
27:32
a lot of times in the early years we
27:33
would find that the
27:35
trainer was actually taking advantage of
27:36
the trainee and it really like
27:38
the new hire was probably a good fit but
27:40
they were so put off by the trainer
27:42
that they’d end up quitting before we
27:44
actually got them in a regular rhythm
27:46
there was no accountability for that
27:47
trainer as well
27:48
right right so we have
27:52
um basically a promotion ladder
27:56
and people start out as a
27:59
team member team lead then
28:03
can qualify as a trainer and to qualify
28:06
as a trainer
28:07
you have to have worked for the company
28:09
x amount of time your quality score
28:11
has to be above a certain level and you
28:14
basically have had
28:16
to be able to show that your competent
28:19
team leader
28:20
as well and then
28:23
even once somebody qualifies that
28:26
doesn’t necessarily
28:28
mean that they can train
28:31
and so because we have people who are
28:34
team leads excellent quality been there
28:37
for years
28:39
but they’re not good at training now
28:42
typically those same people don’t want
28:44
to train either
28:46
um but we
28:50
and i will be completely honest we’re
28:52
not as good about it as we should be
28:55
especially with me being remote and uh
28:57
everybody being remote
28:59
in my office now um but a trainer
29:03
will train another like trainer in
29:07
training
29:08
that makes sense yo yeah yeah yeah and
29:10
then um
29:12
yes we you know
29:16
we use our quality scores for a lot of
29:18
things and
29:19
uh one of the things that we use it for
29:22
is
29:23
i can sit from 100 miles away watch
29:26
somebody get out of training
29:28
watch their quality scores and
29:32
you know what what is typical is i’ll
29:35
see their quality scores
29:36
hover a little lower than i would like
29:39
but they’ll hover there for
29:41
a week or two at most and then they
29:44
start climbing
29:45
if you’ve got the right person if you
29:48
don’t have the right person they’re
29:51
gonna
29:52
hover at that part and then probably
29:54
start
29:55
dropping and then i know so
29:58
when that starts happening one of two
30:01
things happened
30:02
either the trainer did not do an
30:05
adequate job and i’ll go back and look
30:07
at the training
30:08
logs and i can tell some things from our
30:10
training logs
30:11
or if it starts dropping it could be
30:15
that we let the person with a poor
30:18
attitude
30:19
get out of training and they just simply
30:22
don’t care
30:23
and uh and so we have to decide what
30:26
that is
30:26
but we have a private group
30:30
where the trainer is in with management
30:33
and the trainer has to give us feedback
30:35
every day on the training and you know
30:38
i can ask questions back and forth and
30:42
then
30:43
our trainers we actually have an
30:45
incentive program
30:47
where they become their mentors when
30:49
they get out of training
30:51
and so we have a thing where they get a
30:54
bonus at three months and six months
30:57
and it’s dependent on their quality
30:59
scores
31:00
it’s dependent on i actually have it
31:03
tied
31:03
to getting them to bring this new
31:06
employee to
31:07
one of our um employee engagement
31:11
activities and and so
31:16
we just really tasked the responsibility
31:19
with that trainer to not only
31:22
teach them in training but then through
31:25
the six months
31:26
and i think that six-month bonus is 200
31:30
but it does include that you know
31:34
like the employee is not in any kind of
31:38
disciplinary
31:39
system their quality scores are above a
31:41
certain amount
31:42
and they’ve attended at least two
31:47
employee engagement activities on the
31:50
off hours because we know that and
31:53
and what that does when you do something
31:55
like that is
31:57
then the trainer is going to be like
32:00
oh no come on ride with me i’ll take you
32:02
know
32:04
ownership in that and uh and i don’t
32:07
care how it happens
32:09
but what i do know is if they develop
32:12
some friendships
32:14
at work they are much more likely to be
32:17
happy
32:18
and stay at the job yeah and martha you
32:21
keep bringing up
32:22
quality scores now kind of an unfair
32:24
advantage so i’m going to play stupid to
32:25
this one but
32:26
um i know it kind of all kind of comes
32:29
out of quality driven software and i
32:30
think it’s really i think it would be
32:31
really
32:32
foolish not to talk about this quickly
32:34
because uh quality scores
32:36
seem to be a major key component of
32:40
tying in the culture and employee
32:41
problems um and actually good deploy
32:43
things as well um and that engagement
32:45
with the actual client for our
32:47
satisfaction there
32:48
so would you mind just breaking down
32:51
what a quality score is how it actually
32:53
is um
32:55
handled through like the surveys and the
32:56
different things you do versus sms
32:58
versus email
32:59
and how is that kind of calculated then
33:01
how do you kind of tie this all in
33:02
together
33:03
um for for a complete process and
33:05
obviously you’ve been doing it for years
33:06
but
33:07
somebody hasn’t ever heard of it like on
33:09
a high level what does that all look
33:10
like coming together then
33:12
yeah well i should say now i did all of
33:15
this
33:16
just not to the level that we do now
33:20
prior to qds so
33:23
we sent out surveys but the difference
33:25
is
33:26
we had to hand pick those scores and put
33:28
them on excel spreadsheets
33:30
it was very painful and uh you know it
33:33
took three to four hours a week
33:35
but i drive all my systems around this
33:39
stuff you know
33:40
my bonuses and everything um
33:43
so with qds i mean really the
33:47
the you know the reason behind qds is
33:52
yeah sure client satisfaction and
33:54
retaining clients
33:56
by surveying but it really is about the
33:58
reports
34:00
and i we get a lot of data
34:03
on employee performance and so
34:07
you know it ranks employees and i don’t
34:10
care about the ranking
34:11
so much i care about their quality
34:14
scores
34:15
i care about response rates um
34:18
people hear me talk about response rates
34:22
response rates tell you if you know your
34:25
norms
34:26
and you have a team that
34:30
is significantly lower on a response
34:33
rate than your norms
34:36
i like dive in and we start picking up
34:39
the phone
34:39
and calling those clients that haven’t
34:42
answered for that team because
34:45
no news is not good news and
34:48
you know when clients aren’t answering
34:51
and you know what your norms are
34:54
that is a really big indicator on
34:58
okay there could be a problem and when
35:00
we did
35:01
in-person checks we would go start
35:03
checking those houses
35:04
as well so um yeah
35:08
so qds is about that and we can track
35:11
hr issues and like you mentioned earlier
35:14
i’m pretty excited because we’re
35:16
building out
35:18
that war that disciplinary process that
35:20
we talked about
35:22
um that is all getting built into qds
35:26
where it will tell you who’s in the
35:28
green warning level who’s in yellow
35:31
who’s in red
35:32
and that report among
35:36
with the quality scores and stuff will
35:37
get delivered to
35:39
all of management and um i love it
35:43
you know i mean that i i always joke
35:46
with my friend megan who’s
35:48
an accountant data is my thing you know
35:52
yours is financials and mine should be
35:54
more financials but my
35:56
data is these numbers these quality
36:00
scores and
36:01
you and i think the reason why is it
36:03
just makes my job so much easier
36:05
you know it’s just a non-subjective way
36:10
to not only manage quality but it’s a
36:13
pretty darn good
36:14
indicator of performance overall
36:18
and because if you get people who don’t
36:20
care their quality scores will show it
36:24
it’s interesting i’ve got to share a
36:25
little story here and i was i wasn’t
36:27
ignoring but i was looking down at my
36:28
phone because i wanted to find it so as
36:29
a consumer
36:31
first time ever i don’t know if you can
36:32
see it here but i actually got
36:34
as a consumer my first qds survey
36:38
um from my from my home cleaner and i
36:40
was jazzed i think i texted you but
36:42
um to see that as a consumer was really
36:46
really cool and
36:47
um it was personalized i had the
36:48
cleaner’s name in it um obviously i did
36:51
the response
36:52
um but i think you hit on something like
36:53
if if
36:55
something was wrong i really liked the
36:57
cleaner i’ve got i’d almost feel
36:58
guilty dinger unless it was really bad
37:01
um
37:03
and to speak uh speak about that kind of
37:04
like your your uh remote
37:07
owner um the cleaning company that
37:09
cleans my house is actually based in
37:11
upstate new york
37:12
but she also has a branch i believe in
37:14
either the carolinas or atlanta georgia
37:16
um so she without mention name she can
37:18
manage i was talking she could manage
37:21
quality drops and different data points
37:23
that are not emotional by looking at
37:25
these
37:25
uh these surveys so really cool i’ve
37:28
never actually
37:29
you know we’ve sent them out as a
37:31
business owner but i’ve never actually
37:32
been on the receiving end to actually
37:33
see that i’m like
37:35
and it was immediate pretty much like
37:36
after the cleaner left within
37:38
15 20 minutes hey how was the uh how was
37:40
the cleaning i’m like all right
37:42
i gotta get home and check this out now
37:43
i gotta get some responses
37:45
so very very awesome cody
37:48
farah is wrapping this up um i know
37:51
obviously you got a very condensed
37:52
schedule martha any questions for martha
37:54
or anything else
37:55
um that you want to hit on before uh we
37:57
kind of bring it you know bring it to a
37:58
closer a few minutes
38:00
hi hi hobie hi jeff if you guys are
38:03
still on
38:06
i’m sorry the sound stop there we go i’m
38:10
just gonna say i don’t that’s not me
38:12
absolutely so did you have any other
38:13
questions for martha before we wrap it
38:15
up martha i did have one question
38:17
about the training process and i feel
38:18
like the question might be a little bit
38:20
irrelevant because of how choosy
38:22
you guys are about who be your trainer
38:25
but is there
38:26
like some kind of system where you’re
38:27
soliciting feedback
38:29
from the trainees about the trainer
38:33
so that is built into our system
38:36
um it is built into our system
38:40
and i didn’t mention it because i gotta
38:43
tell you
38:44
it’s okay
38:48
so i will say that
38:51
the i used to use infusionsoft
38:55
and it was built into infusionsoft and i
38:58
never transferred that part over to
39:00
when i went to service autopilot
39:03
automations
39:04
and when you mentioned it on this thing
39:06
i’m like
39:07
oh yeah we used to do that
39:13
so i gotta admit and i will say too
39:16
though
39:17
i the here’s the way it goes at our
39:21
company
39:21
for the most part either they absolutely
39:25
hate the expectations that we put on
39:27
them
39:28
in training and they self-exit
39:32
in the training program or they tend to
39:35
stay
39:35
a while so you know we don’t
39:39
go through the number of trainees that
39:42
we used to
39:43
thank the lord but uh but
39:46
but yes that was a good reminder because
39:49
i’m building that out in
39:51
bamboo hr right now and um so
39:56
good then good to remember yeah good
39:58
good question cody and i’ll be
39:59
watching maybe wondering what is
40:01
callahan doing with the shades on right
40:02
now
40:03
big big announcement coming out if you
40:06
are a qds member oh my gosh
40:08
i’m looking for a little sun fun
40:11
and education so martha uh rumor has it
40:16
qds2021
40:17
cancun mexico sun fun and education
40:20
february 24th through the 28th if and
40:24
only if you’re a qds member
40:25
so i want to give qds a quick shout out
40:28
because i love in those conferences
40:30
and uh have been to all of them um but i
40:32
believe there’s still some spots uh left
40:34
martha i don’t have my shades
40:38
yeah we as you know we have a good time
40:42
sometimes too good of a good time but
40:44
the content is
40:45
awesome too and uh that’s
40:49
you know where a lot of people have met
40:52
you mike you know jeff mcconaughey megan
40:55
likes you
40:56
it’s i love getting people from
41:00
all different industries we’re talking
41:03
service business we’re not talking how
41:05
to
41:06
mow lawns or clean a toilet
41:09
it’s all higher level employee
41:12
leadership
41:13
financials systems
41:16
so i mean what could be better than
41:20
cancun workshops we’re doing half day
41:23
workshops at
41:24
um this time you know we usually run all
41:28
day
41:28
but because it is cancun we’re gonna do
41:31
half day workshops and then the rest is
41:34
fun
41:35
it’s always five o’clock somewhere
41:36
martha so really appreciate what’s up to
41:38
uh hobie bird i had a great time
41:40
speaking which in savannah georgia
41:41
hanging out
41:42
uh him and his wife jen and really just
41:44
i mean not outside of the business part
41:45
of it it’s just a good relationship
41:47
building networking
41:48
and relationships as far as business and
41:50
friendships that last for a lifetime
41:51
so highly recommend it if you’re qds
41:53
user check it out there’s a few uh spots
41:55
left
41:55
great deal um service autopilot is
41:58
usually always at those events
42:00
scott howard myself um amongst uh a lot
42:03
of time john
42:03
patosnick of the lawn care millionaire
42:05
as well as co-founder service autopilot
42:08
uh i get a feeling if things go down fun
42:10
john caldwell probably would be there as
42:12
well
42:12
um so martha really really want to thank
42:15
you
42:16
uh it’s been way too long i’ve been
42:18
enjoying the fight club i don’t know
42:20
exactly what the rules of your fight
42:21
club are apparently you can talk about
42:23
this nice club
42:24
yeah you can talk about fight club but
42:27
uh with michelle and megan um absolutely
42:29
love those episodes just another great
42:30
thing that you guys are providing
42:32
uh to the service industry and obviously
42:34
all the great things you do in the assay
42:35
ecosystem so
42:37
until next week talk show if uh we don’t
42:40
see you soon we’ll see on the sunny
42:41
beaches of cancun
42:42
baby february 4th 24th to the 28th at
42:46
qds 2021 until then uh we will see you
42:49
next week uh essay weekly talk show 1
42:51
p.m eastern 12 p.m central
42:53
mike callahan and cody owen see you guys
42:57
see ya bye if you like this show you
43:00
might want to check out our resources at
43:04
www.startsimplegrowth.com
43:06
while you’re there enter to win an
43:08
estimator chat bot
43:09
mike callahan is available for private
43:12
coaching

Not Closing Enough Sales This Season? Here Are The Two Things You NEED To Do To Fix It!

Video Transcript

00:00
here wanted to make a quick video a lot
00:02
of people are talking about not
00:03
closing enough sales here in the
00:05
mid-season so
00:06
the biggest thing we need to do is
00:08
there’s two main reasons why you are
00:10
probably not closing enough sales in
00:12
your service business
00:14
and they are going to be the first thing
00:17
is shift from
00:18
promotions to education so
00:21
we don’t want to go out and constantly
00:23
be promoting what we need to do is go
00:24
out organically
00:26
on facebook or through email messaging
00:28
or sms
00:29
text messaging and literally go out and
00:31
educate the consumer what they should do
00:33
in their yard
00:34
or home the month in advance and educate
00:36
them by educating them
00:38
we’re going to go out and show the value
00:40
and basically
00:42
put you as the expert to raise that
00:44
higher perceived value
00:46
and overcome any of the sales or price
00:48
objects we’re going to shorten that
00:49
sales cycle for you
00:50
in addition though one of the major tips
00:52
that i would recommend that i’ve learned
00:53
in 25 plus years in the service business
00:55
is
00:56
we need to go out and figure out what is
00:58
our competitive advantage in
01:00
isolated now most service businesses if
01:03
they’re using a crm
01:04
such a service autopilot that’s
01:06
cloud-based with a predictable pricing
01:09
matrix on it
01:10
is their competitive advantage is going
01:12
to be able to go out
01:13
and estimate jobs live off of a
01:16
google earth image or smart mats inside
01:19
service autopilot
01:20
so we’re going to be our competitive
01:22
advantage is
01:24
we’re isolating the ability to do live
01:26
estimates over the phone
01:27
via satellite imagery so we want to
01:30
isolate
01:31
just the ability to estimate the jobs
01:34
over the phone
01:35
if it is a mulch job or a pruning job
01:39
or something that we can’t estimate over
01:40
the phone we want isolated we want to
01:43
ignore that right now we isolate the
01:45
ones the core services that we can
01:46
estimate over
01:48
the phone on satellite to close the cell
01:51
for a quick on-demand
01:53
reaction that our consumers are
01:54
demanding right now then and only then
01:57
do we
01:57
upsell services that we can do
02:00
on site through and on going on site and
02:03
doing an estimate the idea is
02:05
if you’re using cloud based crm such as
02:07
service autopilot
02:09
isolate your your competitive advantage
02:10
because most of your competitors
02:12
are not using anything like that so we
02:14
isolate the advantage of being able to
02:16
estimate and bid our core services
02:18
online
02:19
over the phone immediately and close the
02:21
sales and then go out and upsell other
02:23
ancillary services a lot
02:24
raise that client lifetime value and
02:26
when you’re going out
02:28
uh we don’t want to be promoting our
02:30
service business we want to
02:31
do the promotions through education
02:35
and overcome those sales and price
02:36
objections and make you the expert in
02:39
your market
02:40
so even if your price is higher it is
02:42
substantially
02:44
uh worth the value already added through
02:47
the
02:47
education so we want to focus on
02:49
education over promotion
02:51
and isolate our core competencies and
02:53
most of the businesses i’m working with
02:55
at simple growth their competitive
02:57
advantage is they can estimate over the
02:59
phone and close immediate sales
03:01
or through facebook messenger estimator
03:03
bots live 24 7.
03:04
so we isolate the ability for lifetime
03:07
estimates
03:08
and then we go down through an upsell
03:09
process which we have to go on site
03:11
we sell those ancillary services after
03:13
the initial gateway services so
03:15
comments or questions dropping below
03:17
main thing today is
03:19
education over promotion and isolate
03:21
your competitive advantage and i’m
03:22
guessing if you’ve been in our ecosystem
03:24
your competitive advantage is hopefully
03:26
being able to give live quotes through
03:27
an estimator bot or
03:29
over the phone through saturday imagery
03:31
so focus on those services that can be
03:33
bid live through satellite imagery or an
03:35
estimator
03:36
come to question drop below callahan’s
03:38
corner you ask questions
03:39
we answer them live right here on
03:42
facebook

All Things Your Business May Be Missing: Daily, Weekly, & Monthly. How To Fix Them Today!

Video Transcript

00:00
Mike Allen here with Callahan’s
00:02
Mike Allen here with Callahan’s corner, I wanna talk about all
00:03
corner, I wanna talk about all the things that your business
00:04
the things that your business may be missing on a daily
00:06
may be missing on a daily weekly monthly and semi
00:08
weekly monthly and semi annually basis and how to go
00:10
annually basis and how to go out and fix them inside your
00:12
out and fix them inside your service business so before we
00:13
service business so before we actually get into what you
00:14
actually get into what you should be doing on a daily,
00:16
should be doing on a daily, weekly and monthly basis. I
00:17
weekly and monthly basis. I wanna take a look at things
00:19
wanna take a look at things that you really need to be
00:20
that you really need to be having done in your service
00:22
having done in your service business, whether it’s lawn
00:23
business, whether it’s lawn care or home cleaning or even
00:25
care or home cleaning or even Pest Control is before jobs
00:28
Pest Control is before jobs around. There’s certain things
00:29
around. There’s certain things that we really should be having
00:30
that we really should be having in our system so we have good
00:32
in our system so we have good data and. We can run those KPIs
00:34
data and. We can run those KPIs key performance indicators so
00:36
key performance indicators so all of your jobs in your
00:38
all of your jobs in your system. Your CRM customer
00:40
system. Your CRM customer relationship management
00:41
relationship management software should have a price a
00:44
software should have a price a budget of time how long it
00:45
budget of time how long it should take one person to do it
00:47
should take one person to do it and then it would be able to
00:49
and then it would be able to calculate based on the size of
00:50
calculate based on the size of the group that day cuz not that
00:51
the group that day cuz not that any of us have any no call no
00:53
any of us have any no call no show employees, but we really
00:54
show employees, but we really sometimes do in our service so
00:56
sometimes do in our service so we wanna have a price a budget
00:58
we wanna have a price a budget of time based on one person in
00:59
of time based on one person in the software should adjust that
01:00
the software should adjust that time up and down based on how
01:01
time up and down based on how many guys are. The crew and if
01:04
many guys are. The crew and if there’s materials included in
01:06
there’s materials included in that job, we need to be able to
01:07
that job, we need to be able to track that actual budget so
01:09
track that actual budget so before we really get into the
01:10
before we really get into the weekly rhythm meeting or daily
01:12
weekly rhythm meeting or daily rhythm meeting, we wanna make
01:14
rhythm meeting, we wanna make sure that our jobs have a price
01:15
sure that our jobs have a price budget and time and materials
01:17
budget and time and materials and even if they’re an
01:18
and even if they’re an installment job, they should be
01:19
installment job, they should be tied to some kind of contract
01:22
tied to some kind of contract in your software just like
01:22
in your software just like Service Autopilot, where we
01:24
Service Autopilot, where we have that job underneath the
01:26
have that job underneath the contract and then on each job,
01:27
contract and then on each job, we still can have that price
01:28
we still can have that price and budget of time and cost and
01:29
and budget of time and cost and it won’t build the the. Extra
01:32
it won’t build the the. Extra up above the installment so the
01:33
up above the installment so the other thing that we really need
01:34
other thing that we really need to have before we get into the
01:37
to have before we get into the weekly meeting in a daily
01:40
weekly meeting in a daily meeting with them is all jobs
01:42
meeting with them is all jobs should have these things before
01:44
should have these things before they’re completed So the
01:45
they’re completed So the software that we use to Service
01:46
software that we use to Service Autopilot and there’s some key
01:49
Autopilot and there’s some key elements actually four key
01:49
elements actually four key elements that we really insist
01:53
elements that we really insist that you should have or you’re
01:55
that you should have or you’re really you’re losing out but we
01:57
really you’re losing out but we need to start and stop times
01:58
need to start and stop times for every job that a realistic
02:00
for every job that a realistic from. Probably a Mobile app or
02:03
from. Probably a Mobile app or if you’re still using pen and
02:05
if you’re still using pen and paper someone should be
02:05
paper someone should be physically entering those in
02:07
physically entering those in now the key to a Mobile
02:09
now the key to a Mobile situation is if you’re clocking
02:10
situation is if you’re clocking in a drive time, we can have
02:12
in a drive time, we can have that non billable drive time
02:13
that non billable drive time and the key to that is under
02:15
and the key to that is under the payroll and job costing tab
02:17
the payroll and job costing tab under each employee inside
02:18
under each employee inside Service Autopilot, we need
02:20
Service Autopilot, we need hourly wage We need their
02:21
hourly wage We need their hourly wage with labor burden
02:23
hourly wage with labor burden and hourly wage OT overtime
02:25
and hourly wage OT overtime with labor and that’s gonna
02:26
with labor and that’s gonna give you a labor cost effect
02:28
give you a labor cost effect and the drive time labor cost
02:29
and the drive time labor cost effects. So those are some
02:30
effects. So those are some things that. Recommend for
02:32
things that. Recommend for success and set up but before
02:34
success and set up but before we finish each day we need to
02:36
we finish each day we need to start and stop times it makes
02:37
start and stop times it makes sense. We need to make sure the
02:39
sense. We need to make sure the correct employees are assigned
02:40
correct employees are assigned to that crew for the day. So
02:41
to that crew for the day. So let’s say Dave didn’t show up
02:42
let’s say Dave didn’t show up and Joan need to take his
02:44
and Joan need to take his place. We go in and drag that
02:45
place. We go in and drag that extra employee in today and the
02:47
extra employee in today and the guy who’s not there. We pull
02:48
guy who’s not there. We pull them off and now we have proper
02:50
them off and now we have proper payroll and job costing rates a
02:52
payroll and job costing rates a price being build out even if
02:54
price being build out even if it’s installment so once again
02:55
it’s installment so once again if you set up the job
02:56
if you set up the job correctly, you’re good and then
02:58
correctly, you’re good and then a budgeted time so all those
03:00
a budgeted time so all those pieces no matter the software
03:01
pieces no matter the software you’re using they need to be in
03:03
you’re using they need to be in there. If we don’t have the
03:05
there. If we don’t have the date in, we don’t have the data
03:06
date in, we don’t have the data out so we’ve set up the jobs
03:09
out so we’ve set up the jobs correctly the end of each day.
03:10
correctly the end of each day. We’ve got proper data there if
03:12
We’ve got proper data there if the guys and girls on the
03:13
the guys and girls on the cruise haven’t clocked in and
03:13
cruise haven’t clocked in and out or haven’t written it down
03:15
out or haven’t written it down on the paper somebody in your
03:16
on the paper somebody in your office and manager the
03:17
office and manager the business-owners somebody should
03:18
business-owners somebody should be going to those crews the
03:20
be going to those crews the following morning and saying
03:21
following morning and saying hey 123 Main Street doesn’t
03:24
hey 123 Main Street doesn’t have a start and stop time or
03:25
have a start and stop time or it looks like you clock in and
03:27
it looks like you clock in and out under a minute. when did
03:29
out under a minute. when did you start and stop or was your
03:30
you start and stop or was your reason why you skip this job so
03:31
reason why you skip this job so everything is being tracked. 24
03:34
everything is being tracked. 24 hours to make sure it’s done
03:35
hours to make sure it’s done the right way now. let’s get
03:38
the right way now. let’s get back into the main topic here
03:40
back into the main topic here of things that you may be
03:41
of things that you may be missing in your service
03:43
missing in your service business cuz in my business we
03:44
business cuz in my business we were missing this in the
03:45
were missing this in the original rhythm before we
03:48
original rhythm before we actually got it built it out
03:49
actually got it built it out but on a daily basis, we need
03:52
but on a daily basis, we need to be going in and running a
03:54
to be going in and running a report so we have daily budget
03:56
report so we have daily budget versus actual times with
03:58
versus actual times with compliments complaints that
03:59
compliments complaints that were sourced from the office or
04:00
were sourced from the office or a production manager that
04:01
a production manager that actually went out in the field
04:02
actually went out in the field and. QC quality control checks
04:04
and. QC quality control checks so we want to be able to take
04:06
so we want to be able to take the data from the day before
04:08
the data from the day before and be able to give it to the
04:10
and be able to give it to the crews for real time. feedback
04:12
crews for real time. feedback with the quality control
04:14
with the quality control Standard now based on the size
04:16
Standard now based on the size of your Organization, even if
04:17
of your Organization, even if you’re a one man solo
04:19
you’re a one man solo entrepreneur lawn care home
04:20
entrepreneur lawn care home cleaning you really wanna be
04:23
cleaning you really wanna be able to look at what you did
04:24
able to look at what you did the day before and be able to
04:25
the day before and be able to see if you’re on a budget or
04:27
see if you’re on a budget or not on budget. so you have real
04:28
not on budget. so you have real time data where you’re at now
04:31
time data where you’re at now on a weekly basis wanna report
04:32
on a weekly basis wanna report out the budget versus actual
04:34
out the budget versus actual for all the crews and each
04:36
for all the crews and each individual crew so each day,
04:37
individual crew so each day, we’re gonna track our. Versus
04:40
we’re gonna track our. Versus actuals and then at the end of
04:41
actuals and then at the end of the week, probably the
04:42
the week, probably the following Monday, I’m gonna
04:43
following Monday, I’m gonna make it a Monday a huddle I’m
04:44
make it a Monday a huddle I’m gonna have accountability for
04:46
gonna have accountability for each crew where they’re at with
04:48
each crew where they’re at with their budget versus actual the
04:49
their budget versus actual the quality constraint and then we
04:51
quality constraint and then we give a snapshot of where the
04:52
give a snapshot of where the company was or the vision for
04:55
company was or the vision for each budget versus actual
04:56
each budget versus actual quality control constraints for
04:58
quality control constraints for that. So now the next thing is
05:00
that. So now the next thing is now that we’ve got our daily
05:00
now that we’ve got our daily and weekly rhythm. So we’re
05:02
and weekly rhythm. So we’re having a quick huddle each day
05:04
having a quick huddle each day to repeat back to the cruise
05:05
to repeat back to the cruise what they did and if there’s
05:06
what they did and if there’s any missing data, we get it we.
05:08
any missing data, we get it we. Monday huddle that’s gonna be
05:10
Monday huddle that’s gonna be the week in review and monthly
05:14
the week in review and monthly We wanna report out on a
05:16
We wanna report out on a monthly budget first actual for
05:16
monthly budget first actual for all cruises and report out on
05:20
all cruises and report out on potentially each and every job
05:22
potentially each and every job that we do so if we have a
05:24
that we do so if we have a weekly cleaning or weekly lawn
05:26
weekly cleaning or weekly lawn mowing, it’s not enough to look
05:28
mowing, it’s not enough to look at it each day and each week on
05:31
at it each day and each week on an overall average, we probably
05:32
an overall average, we probably wanna run a job cost report to
05:35
wanna run a job cost report to say if my goal per lawn mowing
05:37
say if my goal per lawn mowing team. Cleaning number is $55
05:40
team. Cleaning number is $55 per hour. and I’m only
05:43
per hour. and I’m only generating, say 40 – $5 an hour
05:46
generating, say 40 – $5 an hour on certain jobs. What’s that
05:48
on certain jobs. What’s that Delta look like? Is it a system
05:51
Delta look like? Is it a system or process issue? or is that
05:53
or process issue? or is that job actually underestimated and
05:55
job actually underestimated and that’s gonna start giving us a
05:56
that’s gonna start giving us a feeling of where we’re at on
05:57
feeling of where we’re at on this particular jobs that are
05:59
this particular jobs that are losing money and that’s gonna
05:59
losing money and that’s gonna allow us to focus in on losers
06:02
allow us to focus in on losers now in July and December, what
06:03
now in July and December, what I recommended Lawn Care is we
06:05
I recommended Lawn Care is we run that job cost report and if
06:07
run that job cost report and if we Mid season in July that it
06:12
we Mid season in July that it is actually not hitting our
06:12
is actually not hitting our revenue goals. We actually go
06:14
revenue goals. We actually go out and raise that price and
06:15
out and raise that price and then again in December before
06:16
then again in December before we actually go out and renew
06:19
we actually go out and renew that contract or if your
06:20
that contract or if your contract runs forever before we
06:21
contract runs forever before we actually get into the thick of
06:23
actually get into the thick of the next spring season we raise
06:25
the next spring season we raise that price so just like Jack
06:27
that price so just like Jack Welch to raise the bottom 10
06:28
Welch to raise the bottom 10 percent of his client base
06:30
percent of his client base prices in our service business,
06:33
prices in our service business, we should be only raising the
06:34
we should be only raising the prices in my opinion on the
06:36
prices in my opinion on the jobs and aren’t hitting.
06:39
jobs and aren’t hitting. Revenue goal so foundationally
06:41
Revenue goal so foundationally wanna have start and stop times
06:42
wanna have start and stop times for each each job correct
06:44
for each each job correct employees assigned to that job
06:46
employees assigned to that job and a crew price being build
06:49
and a crew price being build out even if it’s under an
06:51
out even if it’s under an installment and a budget of
06:51
installment and a budget of time there now at the end of
06:53
time there now at the end of each day, we’re doing our
06:54
each day, we’re doing our budget versus actual and
06:55
budget versus actual and reporting out the following
06:56
reporting out the following morning to our crew. and if
06:57
morning to our crew. and if there’s any missing data, we’re
06:59
there’s any missing data, we’re getting it done weekly every
07:01
getting it done weekly every Monday we it’s a weekend review
07:02
Monday we it’s a weekend review from the previous week. We’re
07:03
from the previous week. We’re gonna do our budget first
07:04
gonna do our budget first actual with quality control
07:06
actual with quality control complaints and compliments and
07:08
complaints and compliments and monthly. we’re gonna go in and
07:10
monthly. we’re gonna go in and take an overall look at the
07:12
take an overall look at the budget versus actual and
07:13
budget versus actual and potentially dive into a job
07:14
potentially dive into a job costing report to go in and see
07:16
costing report to go in and see exactly what jobs or clients
07:18
exactly what jobs or clients are not meeting our hourly
07:19
are not meeting our hourly revenue threshold and then, at
07:21
revenue threshold and then, at least twice a year, I recommend
07:22
least twice a year, I recommend at least in the Northeast and
07:24
at least in the Northeast and even most of the southern
07:25
even most of the southern markets or Southwest July and
07:26
markets or Southwest July and December seems to be really two
07:29
December seems to be really two good points. seasonality no
07:31
good points. seasonality no matter where you’re out in the
07:32
matter where you’re out in the US or Canada. July is that mid
07:34
US or Canada. July is that mid season Mark anybody not hitting
07:36
season Mark anybody not hitting your revenue goals. We raise
07:36
your revenue goals. We raise the price up and then December.
07:39
the price up and then December. Raise that price up before we
07:40
Raise that price up before we start to go out and start that
07:41
start to go out and start that season over again so common
07:43
season over again so common questions drop below, but a lot
07:44
questions drop below, but a lot of people were asking about
07:45
of people were asking about what are the things in my
07:47
what are the things in my business? I may be missing on a
07:49
business? I may be missing on a daily weekly or monthly basis
07:50
daily weekly or monthly basis or twice a year that July
07:52
or twice a year that July December and how can I go and
07:53
December and how can I go and fix them now that we’re a
07:55
fix them now that we’re a little path to the midpoint of
07:56
little path to the midpoint of the season? it’s not too late
07:58
the season? it’s not too late to start dialing and tracking
08:00
to start dialing and tracking these things and honing in
08:01
these things and honing in because really when we get into
08:03
because really when we get into the end of two or three in the
08:04
the end of two or three in the beginning of Q one in the lawn
08:06
beginning of Q one in the lawn care industry, especially we’ve
08:07
care industry, especially we’ve recovered. 95 to almost
08:10
recovered. 95 to almost a hundred percent of our
08:11
a hundred percent of our general, the Ministry of cost
08:12
general, the Ministry of cost the really front end loaded so
08:14
the really front end loaded so this is where we wanna go in
08:15
this is where we wanna go in and put the pedal to the metal,
08:16
and put the pedal to the metal, create an upsell strategy and
08:18
create an upsell strategy and really refine and see where
08:20
really refine and see where we’re at budget versus actual
08:22
we’re at budget versus actual cuz if we’re not hitting our
08:23
cuz if we’re not hitting our goals exactly there’s still
08:24
goals exactly there’s still some time left to really dial
08:25
some time left to really dial in and fix it and then the last
08:28
in and fix it and then the last month month and a half of the
08:29
month month and a half of the season we add that revenue
08:31
season we add that revenue profit to the bottom line and
08:32
profit to the bottom line and that’s where profits are won or
08:34
that’s where profits are won or lost that last month and a half
08:35
lost that last month and a half that lawn care season so not
08:36
that lawn care season so not too late if you’re. Those are
08:38
too late if you’re. Those are the things I recommend on a
08:39
the things I recommend on a daily weekly monthly and twice
08:41
daily weekly monthly and twice a year basis. so how question
08:43
a year basis. so how question drop below Callahan’s corner
08:45
drop below Callahan’s corner You ask the questions We
08:46
You ask the questions We answered live right here on

Your Road Map to Success With Service Autopilot

Video Transcript

00:00
everyone mike calling here with uh
00:01
simple growth systems and wanted to take
00:03
a few minutes here
00:04
and give a little opening to this talk
00:07
but
00:08
a lot of people have been requesting
00:10
what does
00:11
service autopilot look like fully set up
00:14
and what is my roadmap to success for
00:18
specifically either the lawn care
00:19
industry or home cleaning industry so
00:21
what i’m going to be doing here over the
00:22
next 45 to 50 minutes
00:24
is literally breaking down how to use
00:27
service autopilot for the lawn care and
00:29
home cleaning
00:29
industry in each and every part of the
00:31
system that you really need
00:33
to have set up for success in addition i
00:37
have a
00:38
url here scrolling across the bottom of
00:40
the screen if you
00:41
go to simple growth systems dot com
00:43
forward slash sa
00:44
dash audit uh we’re giving a free audit
00:47
of service autopilot for lawn care and
00:49
home cleaning
00:50
uh companies so this is specific to your
00:52
industry and what you need
00:54
for success so i’m gonna go over the
00:56
next 45-50 minutes of your roadmap to
00:58
success inside service autopilot
01:00
and if you’d also like a free copy of
01:02
this slide deck and cheat sheet
01:04
uh feel free to go to that
01:06
simplegrosssystems.com
01:07
forward slash sa audit you can see it at
01:10
the bottom of the screen here and i’ll
01:11
also put it in the notes
01:13
as well here for the
01:17
facebook live so without any further
01:20
delay i’m going to actually
01:21
go ahead and show this in the screen the
01:23
stream and break this
01:25
down uh so people can see this so
01:29
uh if you have any questions here in the
01:30
live version freefield put them in the
01:32
comments section
01:33
and i’m going to go nice and slow
01:34
through this and you can actually have
01:36
your questions
01:37
answered live right here in uh this
01:39
facebook
01:40
live or in the recorded version i’ll
01:41
keep an eye on for the next 24 to 48
01:43
hours but
01:43
definitely a cool resource simple growth
01:45
team is providing right now as a
01:47
certified advisor of service autopilot
01:49
uh we’re doing about a 30 minute free
01:51
audit of your
01:52
um sa system to let you know what you
01:54
need to be
01:55
doing for success whether in lawn care
01:57
or home cleaning industry like i said
01:59
um they are a little bit different each
02:01
audit particularly what you need for
02:03
success in that
02:04
industry so hopefully that will help so
02:08
without any further delay
02:09
uh once again free copy of this
02:11
presentation and a free cheat sheet
02:13
of the presentation um here
02:17
plus an essay free audit if you go to
02:19
simplegrosssystems.com
02:20
forward slash essayaudit.com it’s in the
02:22
comments of the facebook live
02:24
as well as scrolling across the bottom
02:25
of the screen so
02:27
as we’re looking at service autopilot as
02:29
a platform there is some significant
02:31
things that i’m going to recommend for
02:33
success so the best way of seeing this
02:35
here is literally in this flowchart what
02:38
i’m going to do is break it down in each
02:40
digestible chunk but to give you a very
02:42
high level overview
02:44
we are going from lead acquisition
02:46
whether it’s from your website or when
02:48
the client calls there’s certain things
02:49
that we need in there for success
02:51
success
02:52
we’re going to go in and talk about how
02:53
they’re automatically entered in the
02:55
essay with no double entry
02:58
we’re going to go through the estimate
02:59
creation process a specific
03:01
workflow that we recommend for lost in
03:03
one estimates here for database hygiene
03:06
and workflow
03:08
we’re going to show you how to schedule
03:09
the work and all the things that we
03:11
recommend going into scheduling the work
03:13
so we’re going to be going over
03:15
one-time jobs reoccurring jobs
03:18
installment billing and waiting list
03:21
jobs
03:22
and how they pertain to the lawn care
03:25
and specifically home cleaning
03:27
separately as well so it’s not a
03:29
specific conversation around each uh
03:32
just
03:32
average industries how you would use it
03:34
we’re going to talk how you would use it
03:35
in your specific
03:36
industry as well during this talk we’re
03:38
going to go into routing and kind of
03:40
dismissify some of the things that
03:41
people
03:42
don’t think work and why they don’t work
03:44
and how to actually overcome
03:46
some of those issues to make sure your
03:47
routing is optimized and we minimize
03:49
that non-billable drive
03:51
time and optimize we’re gonna go through
03:53
the dispatch board how to adjust the
03:55
crews on the fly so we have proper
03:56
payroll and job costing
03:58
and we’re gonna go into the closeout day
04:00
screen closeout day screen really is the
04:02
most
04:02
important um system
04:06
in screen and the whole entire process
04:08
inside service autopilot so we’re gonna
04:09
spend some time and dive into
04:11
a three to five minute sanity check so
04:14
um
04:14
then the final thing is we’re gonna go
04:16
into invoice and collecting so how to
04:17
charge your invoice as far as credit
04:19
cards
04:20
email and printing and once again how to
04:22
do those installment billings to make
04:23
sure we have proper job costing and
04:25
production
04:26
um and not just putting a job on there
04:28
with a zero dollar price
04:30
or zero dollar zero budgeted hours we
04:32
need all this information for
04:33
good data in good data out so once again
04:36
if you have no data in well you’ve got
04:37
no
04:38
data so we’re gonna go and demystify all
04:40
these things for success
04:42
inside service autopilot particularly
04:44
for the lawn care and home cleaning
04:45
industry
04:46
uh if you’re not in one of those
04:47
industries this will still be applicable
04:48
but i’m gonna really break it down in
04:50
some detail and
04:51
lift the hood of how i did it in my
04:53
company and as well as how we’ve built
04:55
this out and well over 100 cleaning
04:57
companies as well for expert workflow
04:59
um we’re going to show you some examples
05:00
and really just show you how we’ve done
05:02
this for success
05:03
um in service autopilot and as a
05:05
certified advisor if you don’t have
05:07
service autopilot yet
05:08
you can reach out to us we can help you
05:10
purchase it and help you set this
05:11
up um and if you already have it
05:13
obviously we’re here as a resource to
05:15
help you do this but if you’re gonna do
05:16
it on your own
05:17
this is how i would recommend you doing
05:19
it i’m just gonna show you step by step
05:20
how we do it as
05:22
professionals here so first thing here
05:24
is
05:26
estimate request off the website so
05:29
uh once again if it’s a little blurry on
05:31
the screen here go to
05:33
simplegrosssystems.com
05:34
forward slash sa dash audit and we can
05:37
get a free copy
05:38
these decks they’re a little bit clearer
05:39
depending on how this is coming out
05:40
through the facebook live but i’m going
05:41
to break this down for you
05:42
so the first thing you want to do uh
05:43
whether you do it yourself or you have
05:45
cert uh
05:46
or i’m sorry whether you have you do it
05:48
yourself or you have simple growth do it
05:50
is we want to build out an estimate
05:52
request now what i’m going to be
05:53
recommending
05:54
is best practices we want to use our v3
05:57
forms
05:58
now v3 forms are going to handle
05:59
duplicate checking and they’re going to
06:00
automatically
06:01
insert the contact in the service
06:03
autopilot with no double entry
06:05
and it’s going to alert somebody in your
06:07
office to let them know that we have an
06:09
estimate
06:09
due and it should tell them what
06:11
services that the consumer
06:13
is interested in in addition it should
06:15
be tracking the sales source so
06:18
it’s automatically entering the client’s
06:20
information in it’s creating that
06:21
lead and it’s tracking the sales source
06:23
obviously from the website
06:25
now if a client calls i’m going to break
06:28
this down in some detail how we train
06:30
this
06:30
but there’s certain information that we
06:32
really need to have
06:33
for success so we’re going to create a
06:36
phone intake form or at least a
06:38
pre-built
06:38
um training exercise for your admin or
06:42
virtual assistant um and how to get that
06:45
client in there so if the client
06:47
info is entered in so name address all
06:49
the information you need
06:51
and the sales source how did they hear
06:53
about us we also want to track if it’s
06:54
commercial or residential
06:56
that is going to assist for foundational
06:58
um setup
06:59
for the reporting center so now that
07:01
we’ve got the from our website
07:02
or the client calls they’re
07:04
automatically in service autopilot but
07:06
what you’ve got at this point is a
07:08
foundational understanding of good data
07:10
in good data out so now
07:12
we can go in and track how many people
07:14
have come from each marketing source
07:16
and how many of those people converted
07:18
into an estimate and then how many
07:19
people converted into a client so that’s
07:21
going to give us a client
07:23
acquisition cost that’s the cost per
07:25
acquired customer
07:27
that you’re on average paying based on
07:28
your paid marketing
07:30
so whether it’s door hangers nine
07:32
arounds or a facebook ad
07:34
we’re gonna have now solid data nsa in
07:37
addition once you have enough data in
07:38
here
07:39
uh we’re actually gonna be able to go in
07:41
and get you a client
07:42
lifetime value based on each marketing
07:44
source so maybe your home advisor
07:46
um client lifetime value on average is
07:48
250 bucks but from a facebook ad maybe
07:50
that is
07:51
1800 or 2 000 so now we can go in
07:55
and figure out what’s the average
07:56
percentage of clients that
07:58
uh that leads to that turn into clients
08:00
what’s the cost
08:01
what’s the average lifetime value so
08:04
those are the foundational things when
08:05
we set this up that we want to have set
08:07
up in play
08:08
now the next thing is we go into the
08:10
estimate creation
08:12
process so we’re going to do is dive
08:14
into certain things called
08:15
custom fields or basically job variables
08:18
now one of the biggest things is what if
08:21
i’m new in business or maybe i’ve been
08:23
in business for a long time but i don’t
08:24
know how long it takes
08:26
to either mow or clean x amount of
08:29
square feet
08:30
that’s okay and this is the way we
08:32
tackle it here at simple girl
08:34
so i would like to say there’s three
08:36
types of main estimating the first one i
08:38
don’t recommend but when we all
08:39
usually first get into business uh we go
08:42
out and
08:42
charge what the we think our competitors
08:45
are charging or the market
08:46
value so you go up to a home you say
08:48
well based on my experience
08:50
this is what the market’s demanding so
08:51
that’s a 35 lawn mowing
08:53
or maybe 125 dollar weekly cleaning
08:56
obviously that’s not what we want to do
08:58
but the next one is i like to call
09:00
guesstimation uh it’s guest
09:02
guesstimation is basically
09:05
how long do you think it’s going to take
09:07
based on
09:08
your industry experience you can go up
09:10
to this yard at home and say based on my
09:12
experience i think it’s going to take
09:14
one hour to do this job
09:15
and my goal at the end of the day is
09:17
make fifty dollars per
09:18
man hour so i would take my one hour and
09:21
multiply it by the 50 bucks
09:23
and i would have 50 dollars is what i
09:25
was charging
09:27
now eventually what we want to do is
09:28
take that information
09:30
and have other custom field variables
09:32
for the
09:33
area that we’re servicing so the turf
09:35
square footage or home square footage
09:37
and we can run reports in three to six
09:39
months based on the data that we’ve set
09:40
up now and say okay based on your guys
09:42
and girls
09:43
and your equipment this is how long it
09:45
actually took your crews to do this so
09:47
we’ve been able to elevate from getting
09:49
away from
09:50
what market price is to how long you
09:51
think it’s going to take as an expert
09:53
and then taking that and evolving into a
09:55
production rate based estimating system
09:57
and that can be based on
09:59
square footage linear feet or number of
10:02
units say
10:03
small medium and large shrubs or in the
10:05
home cleaning maybe the number of
10:07
uh bed and linen changes things like
10:10
that so these are different variables
10:11
that can happen with this
10:13
the idea is that once we have this set
10:15
up we are going to select a template
10:18
a template is going to load all your
10:19
services and the
10:21
prices will be calculated off our time
10:24
or square foot or linear fee production
10:26
rate and it will calculate automatically
10:28
a price
10:29
a budgeted time and a cost before profit
10:32
those are going to be your three key
10:33
variables to success
10:35
on this process now obviously we’re
10:37
going to present that
10:38
estimate live over the phone or in
10:39
person and try to close
10:41
that consumer but if we can’t get a yes
10:44
we are going to hit save and we’re going
10:46
to go out and email this
10:48
estimate now the estimate when we hit
10:50
email an estimate a pre-loaded templated
10:53
email loads up with a clickable link
10:55
that says view my proposal
10:58
now what we’re going to do is
10:59
standardize the marketing document so
11:01
it’s set it and forget it now you can
11:02
customize it on the fly but that’s
11:04
something we really want to get away
11:05
from
11:05
we want to be able to have a
11:06
predetermined marketing document that
11:08
everyone in your office can literally
11:10
hit email
11:10
it comes up or virtual assistants such
11:13
as pink collars
11:14
so we’re going to do is hit send and
11:16
that goes out to the client
11:19
now obviously we hope that
11:22
the estimate is one but if the estimate
11:24
isn’t one
11:25
first thing i want to talk about is
11:26
let’s talk about the negative here if
11:28
the estimate is lost
11:30
how do we handle it and what i’m going
11:32
to suggest whether in version 2 or
11:34
version 3 of service autopilot is you
11:37
want to go in and physically close that
11:39
loss
11:39
estimate and track why you lost the
11:43
estimate was it too expensive they were
11:44
going with a competitor was it unknown
11:47
but we want to track that and the idea
11:49
now is we’ve got
11:50
data and why we’re losing our estimates
11:52
and we’ve closed that
11:54
lead down so we have a clean database i
11:56
like to call that database hygiene so
11:58
what we do is we’ve got a very clean
12:00
look
12:01
inside the software of all the leads
12:03
that can potentially convert into a
12:05
client
12:06
and we can now see the other lost
12:08
estimate or lost leads
12:09
that are closed to market and go out
12:12
and nurture and upsell and reactivate
12:16
our services
12:16
but really we want a clean look at what
12:18
are the people that can convert right
12:19
now in our sales pipelines that’s why
12:21
we’re going to close out that lead
12:22
create that database hygiene like i said
12:24
you can still market them you can still
12:26
upsell them now on the bottom obviously
12:28
we hope we win this
12:29
estimate um so what we’re looking at
12:31
here is
12:32
we want to either physically select uh
12:35
each service that was won or if it’s
12:37
online acceptance
12:38
the customer will click and accept and
12:40
sign and you’ll get a notification
12:42
now what i’m going to suggest is we
12:44
schedule off the physical
12:46
estimate in 99 of the scenarios when we
12:49
set this up this is the workflow now
12:50
there’s
12:51
a couple outliers um if you’ve worked
12:53
with simple growth and we’ve had to
12:54
create a custom workflow
12:55
this may not be the case but 99 of the
12:58
time we are going to
12:59
not recommend but really insist that you
13:02
ask the you schedule off that estimate
13:05
and there’s two reasons one the first
13:07
reason is
13:08
it will avoid duplicate contacts in the
13:11
system so once again database hygiene so
13:13
mrs smith won’t be a lead and a client
13:16
in the system so it’s going to force you
13:18
to convert her
13:19
into a client now once she’s a client
13:22
and we schedule that service the price
13:25
the budget of time and the cost before
13:27
profit is automatically transferred over
13:29
to that job so all the data that was
13:32
automated and systematized on the
13:33
estimate now is automatically over there
13:35
so we’re starting to remove
13:37
extra work and points of error so
13:40
traditionally when most people
13:41
before they work with us we’ll be having
13:43
about 10 to maybe 15
13:45
different screens they’re using on a
13:46
daily basis once you systematize it
13:48
and dial that in we’re only using five
13:51
or six
13:52
screens to success and that’s where i
13:53
can take someone off the street with
13:55
about seven to ten days
13:56
have that pretty confident using service
13:58
autopilot because we’re gonna condense
14:00
the workflow and streamline it from lead
14:01
acquisition all the way through building
14:04
and fulfillment
14:04
so now that we’ve got this job we need
14:07
to go out and schedule this work
14:10
so there’s three or four different types
14:11
of jobs that we’re going to recommend
14:13
that you
14:14
understand and use and this is what we
14:15
train at simple growth as a certified
14:18
advisor
14:20
but the first one is a one-time job so
14:22
one-time job is you know the day
14:24
and possibly the time that you’re going
14:26
to be doing that job at a bare minimum
14:28
you know the day
14:29
so we can schedule it for that day the
14:31
next one is a reoccurring job so this
14:33
could be a weekly bi-weekly maybe every
14:35
three or four weeks doesn’t matter
14:37
we can set that schedule up but it’s a
14:39
reoccurring job
14:40
on a reoccurring basis so we’re going to
14:42
set that up and once we get those
14:44
routed and scheduled then that schedule
14:46
is made and optimized each week so you
14:48
don’t have to worry about it
14:49
now the next one is going to be a
14:51
waiting list job now a waiting list job
14:53
is let’s say we have a job
14:55
that we have to do this month but it
14:57
doesn’t have to be done today so it
14:58
allows you to schedule within a
15:00
desired stop and end time now if you go
15:03
past it it turns red
15:04
to notify you and let you know the idea
15:07
is we’re able to schedule a whole bunch
15:09
of
15:09
jobs um and optimize and minimize that
15:12
non-billable drive time if it doesn’t
15:14
have to be done in an exact
15:15
time now building upon that car we have
15:17
a package job that’s particularly
15:19
predominantly for a fertilizing business
15:22
now what’s going to happen there is
15:25
uh we have two or four or maybe five
15:27
different rounds of fertilizer we have a
15:28
start and end date so in the spring
15:30
maybe your pre-emergent
15:31
crab grass control plus fertilizers
15:33
april first
15:35
through april 30th now it allows you to
15:38
optimize just like waiting lists for
15:40
each round now even in commercial
15:42
cleaning you may have some
15:43
packages for maybe stripping and waxing
15:46
same kind of idea
15:48
they have to be done in each quarter but
15:49
they don’t have to be done specifically
15:51
on a certain date
15:51
they can done within a certain week’s
15:52
time frame so that’s how we can go in
15:54
and tackle that
15:56
now the next thing is once we schedule
15:57
that work we want to double check to
15:59
make sure we have a price and budgeted
16:00
time
16:01
now you shouldn’t always have this um if
16:04
we’ve taken that estimate and scheduled
16:06
it from the estimate but
16:08
uh just double checking making sure we
16:10
have all the right things in there now
16:12
we’re gonna go into routing and now
16:15
uh 23 or less stops we can optimize for
16:18
free
16:19
in service autopilot through google
16:21
anything more than 23
16:23
we’re going to be using products like
16:25
track rotor ersi which is built
16:26
into the system a very minimal charge
16:29
but it’s going to allow you to route
16:32
in a systematic order your routes start
16:34
to end with
16:35
drive time calculations navigation
16:38
stop-by-step printable directions
16:40
or navigation live in your mobile
16:43
now the biggest demystifier here is and
16:45
we’re going to go in when we go to team
16:47
setup is that each team or
16:50
vendor their subcontractors needs to
16:53
have
16:53
a starting address so an address on that
16:56
actual
16:57
team and i’ll show you where that is
16:59
later in the talk but if that doesn’t
17:00
each
17:01
crew or team doesn’t have a starting
17:03
address on the file
17:05
route optimization is pretty tough for
17:06
the computer because it doesn’t have a
17:08
point to optimize on so that’s usually
17:10
the biggest issue that we see the route
17:12
optimization actually works really well
17:14
99 of the time but it can’t really work
17:17
well if it don’t
17:18
if you don’t tell it where to start and
17:19
stop so those are the ideas that we want
17:21
to look at
17:23
once again if you’re joining us live or
17:24
the recorded version happy to answer any
17:26
questions along the way of your roadmap
17:28
to success for sa
17:29
and make sure you check it out on
17:31
simplegrosssystems.com forward slash
17:33
sa dash audit
17:36
we’re giving away a free free 30-minute
17:39
audit of your essay system so the next
17:41
thing is
17:42
we’ve got the work done and we’re in our
17:44
closeout day screen
17:45
i mentioned it earlier this is really
17:47
the most important screen in service
17:48
autopilot
17:49
because this is the last point a human
17:51
can touch these start and stop times for
17:53
the job
17:54
the price and the budgeted time so
17:58
we usually traditionally train going
18:00
through that systematically for each
18:02
resource or
18:03
crew and making sure there’s a start and
18:05
stop time that makes sense a budgeted
18:06
time and a price
18:07
uh the biggest mistake you’ll see is the
18:09
start and stop times will literally be
18:10
under a minute so the crew got to the
18:12
house
18:13
to either cut the grass or clean the
18:14
house they got excited they got in they
18:16
started the job they got to the end
18:18
they’re like oh
18:19
crap we didn’t clock in so they pull up
18:21
their mobile and they go in and out
18:23
in and out and now it looks like they’ve
18:25
done that job in about a minute
18:27
so now your average revenue per man
18:30
hours probably looking something like a
18:31
thousand dollars an hour when it’s
18:33
probably only 45 or 50. so we want to
18:35
make sure
18:36
that this screen is set up correct
18:37
because this is the last time a human
18:39
can touch it before
18:40
invoicing production or uh production
18:43
rate ass
18:44
production reports and job costing
18:46
reports
18:47
now the final thing is whether you build
18:48
daily weekly or monthly or a custom day
18:51
at midnight or 12 or 1 those invoices
18:54
are automatically
18:55
generated so what you’re going to want
18:56
to do literally is going into the
18:58
accounting screen
18:59
with three clicks of a button we can
19:01
charge all the cards email the invoices
19:03
or print them out
19:05
and then enter payments um to get in
19:07
here now the biggest thing i like to
19:09
touch on here is it’s a major mistake
19:11
that we see is whether you’re setting it
19:12
up in v2 or v3
19:15
that when you do an installment contract
19:17
and you have all the jobs underneath it
19:19
so let’s say it’s a
19:21
maintenance contract for lawn care or
19:23
horm comb cleaning for that matter
19:24
and it’s a thousand dollars installment
19:26
but maybe that includes the weekly
19:28
maintenance
19:29
um but it doesn’t include say lawn care
19:31
tree pruning or maybe in home cleaning
19:33
or commercial cleaning it doesn’t
19:34
include stripping and waxing the floors
19:35
we’d want to be able to
19:37
include those ancillary services and
19:38
build those out separately up and above
19:40
the thousand dollars a month
19:41
that’s the benefit of um an installment
19:45
set up there so you can have certain
19:46
services under the monthly installment
19:48
and then
19:48
build the others up in advance the main
19:50
thing is when we go to schedule
19:52
those jobs that are under so the
19:54
individual services under that
19:55
installment
19:56
we need to assign it to the contract and
19:59
we need to have a price and budgeted
20:00
time because if you don’t have data
20:02
going in there
20:02
we won’t be able to have the data coming
20:04
out for your job costing
20:06
and reporting now the next thing we’re
20:09
looking at is electronic signature
20:11
and package display so these are the two
20:13
the biggest
20:14
questions or issues that we see when
20:16
people are either originally setting up
20:17
essay
20:18
or they’ve been in there a while but
20:20
just really haven’t had the time to dive
20:22
in so if you go
20:23
in under settings under estimates and
20:26
estimate settings we’ve got this here
20:29
the two things you want to look at is
20:30
you click on package item total here
20:33
items and it gives the ability to do
20:35
just the total of all the rounds
20:36
each round only or the prices for each
20:40
round and then the subtotal
20:41
what our best practice recommending is
20:43
package item totally only so that’s
20:44
going to avoid that sticker shock
20:46
scrolling back down um main other thing
20:49
is allow
20:50
capture on view my proposal so that’s
20:52
like your electronic signature there
20:55
and then default estimate items is one
20:57
either checked or unchecked
20:58
i’m going to recommend you put those as
21:00
unchecked so the consumer
21:02
physically has to click on it to accept
21:05
the estimate
21:07
now next thing here is custom fields so
21:10
those were those
21:10
job variables that we were talking about
21:13
so i’ve got three different sets
21:15
of ways to do this so i’ve got examples
21:17
for cleaning snow removal and lawn care
21:19
slash pest control
21:20
so from left to right cleaning industry
21:23
those are gonna be such things
21:24
as um home square footage number of
21:27
people number of pets number of areas
21:29
that you’re cleaning
21:30
those variables that you’re looking at
21:33
snow removal could be
21:35
how many square feet that we’re doing
21:37
for plowing
21:38
and maybe we have different variables
21:40
based on different increments of snow
21:42
now lawn care and pest control are
21:44
predominantly going to be on things like
21:45
called turf square footage or
21:47
the square footage a 22 52 or 60 inch
21:51
mowers handling if you have separate
21:52
production rates and estimating based on
21:54
the size of the mower
21:55
but the idea here is once again under
21:57
that gear icon we go down to custom
21:59
fields and this is what comes
22:00
up so we would have a name we want to
22:03
associate it to the customer and we want
22:05
that value type
22:06
predominantly to be a number if we’re
22:08
running a mathematical equation on it so
22:10
we have a production rate based
22:11
estimating system
22:13
um and i’m going to show you in the next
22:14
screen if we did from one to say a
22:16
thousand square feet
22:18
uh the custom field would be a number
22:19
because we’re using that in a
22:20
calculation
22:21
on a custom field so that will make more
22:24
sense right here
22:25
so this is the simple growth
22:28
estimate blueprint what we are going to
22:30
recommend
22:32
especially when people work with us we
22:33
do require it when you work with simple
22:35
girls as a certified advisor
22:37
is that we go into the uh the estimate
22:39
blueprint this is something we give our
22:41
clients when they work with us here so
22:42
if you’re doing this yourself
22:44
i recommend making something very
22:46
similar but the idea is we blueprint it
22:47
we test our profit profit percentage and
22:50
then we transfer that into service
22:51
autopilot
22:52
we have a blueprint to do it so like i
22:54
like to use the example of building a
22:56
house
22:56
you’re not going to build a house and
22:57
just put random doors and windows
22:59
anywhere
23:00
well you don’t want to do the same thing
23:02
in service autopilot you need a
23:03
blueprint
23:04
and then you implement your blueprint
23:06
inside the software itself
23:08
so we’ve got a lawn mowing and home
23:10
cleaning example so lawn mowing here the
23:12
custom
23:13
field the job variables turf square
23:15
footage
23:16
and i’m saying from one square foot to 5
23:18
000 square feet my
23:20
base price the minimum i would show up
23:21
is 45 bucks
23:23
and for one person and one person only
23:25
to mow blow and edge that property i’m
23:27
giving them 20 minutes or
23:29
0.33 man hours now based on some
23:31
variables i’ve already predetermined
23:34
my hourly goal per person on the crew is
23:36
55 bucks an hour
23:38
and my expense per hour is 36
23:41
that’s my break even so what we’ve done
23:43
is figured out our profit and profit
23:45
percentage
23:46
we’re making fictitiously in this job 33
23:48
on the base price and a 73
23:50
net profit margin then i’m saying every
23:53
thousand over my
23:54
base price of 5 000 square feet is an
23:56
additional 2.75
23:58
0.05 man hours an expense of a dollar 80
24:02
before profit now
24:03
uh you can’t see because my video
24:05
picture here is on the head
24:06
is on the bottom part of the house
24:07
cleaning but we’ve got the same exact
24:09
thing
24:09
our job square footage our house square
24:12
footage is our job
24:13
variable from one to 1200 square feet
24:16
for my weekly cleaning is 145
24:18
2.9 man hours and if we had the
24:21
calculation here it would kick out the
24:23
profit based on that
24:24
then every 500 square feet of cleaning
24:27
over the 1200
24:28
is an additional x amount of dollars x
24:30
amount of time and then behind my video
24:32
is a cost before
24:34
profit um so that is the blueprint now
24:37
what we’re going to do is take this and
24:38
if you remember these top
24:39
five lines right here they are going to
24:42
systematically line up
24:44
right here so if i jump that slide back
24:48
the top five cells here line up and the
24:50
bottom five la
24:52
cells line up here so once again we’re
24:53
just transferring them over to the top
24:56
five
24:57
and the bottom five so we’re taking our
24:59
blueprint and we’ve moved it
25:00
over to uh service autopilot’s pricing
25:04
matrix now we can get more complex and
25:06
pull it out and do
25:07
price breaks based on larger properties
25:09
and things like that but
25:11
at a bare minimum this is what we need
25:13
and when we go back to our blueprint
25:14
we’ve got our custom
25:16
field turf square footage or cleaning
25:18
home square footage
25:20
and that’s our blueprint right there so
25:22
that is
25:23
the deal here so we’re going to set our
25:24
calculation we’re going to base it on
25:27
the custom
25:28
field here so now you kind of see we’ve
25:29
blue printed this out
25:31
and we’ve created a workable road map
25:33
for success
25:35
so we’re going to go in we’ll set our
25:36
calculation our custom field
25:38
and then we are going to go in and
25:42
build it out and hit save so now we’ve
25:45
got our services set up so this is your
25:46
blueprint and guide to success
25:49
now we talked about having an estimate
25:52
request
25:53
on your website so here is in a v2 form
25:56
but almost identical in v3 how we break
25:58
this
25:59
down so what we’re going to do is go
26:01
under marketing in
26:02
forms and we’re going to put first name
26:05
last name
26:06
and map these back to first name last
26:08
name address is going to be mapped back
26:10
to
26:10
service address and then phone number
26:12
i’m recommending it
26:14
that you attach it to your cell phone
26:16
number for your client or lead
26:17
so you can use that for text messaging
26:19
and automations now if it’s not a cell
26:22
phone number it’s okay it’s not going to
26:23
fire off or charge it but by best
26:25
practice i recommend having that in
26:26
there
26:27
now emails can be mapped back to email
26:30
for this cleaning industry example or
26:32
lawn care we want to make sure that we
26:34
auto create on submit
26:36
we create on submit a lead here
26:39
and we can put our sales source for
26:41
search engine or website
26:43
now in addition we’re going in and
26:44
asking some questions they’re interested
26:46
in one-time cleaning
26:48
uh weekly or bi-weekly move in or move
26:50
out number of bedrooms bathrooms square
26:52
footage
26:53
and maybe how many stories these are
26:55
some of the things we’re pulling off the
26:56
website to be able to create an estimate
26:57
live for cleaning now in lawn care
26:59
same exact thing first name last name
27:01
service address phone number
27:03
email what are we interested in and we’d
27:05
have maybe
27:06
check boxes for them to check all the
27:08
services they want an estimate on i
27:10
would
27:10
narrow these down to your gateway
27:12
services the ones you can measure online
27:14
and sell of the phone
27:15
and then within 20 to 30 days go back
27:17
out and upsell the ancillary services on
27:19
site
27:23
so the next thing we’re diving into here
27:24
is a lead entry into your office so we
27:27
kind of covered what goes on
27:28
on your website those are the two
27:30
options we now want to go into what if
27:32
somebody calls your
27:34
office so there’s certain things that we
27:35
really need to get in
27:37
so we’re going into the plus icon we’re
27:39
adding that lead
27:41
first name last name here if it’s a
27:43
company we put the company’s name in
27:44
here
27:46
and then our office is asking the
27:47
service address now if the service
27:49
address is the same as the billing
27:50
address
27:51
it automatically populates here we
27:54
always want to be asking for the email
27:55
and a cell phone
27:57
a cell phone provider is not needed
27:59
that’s a legacy feature so just ignore
28:01
it
28:02
master property here is if you are doing
28:04
multiple properties say for a property
28:06
manager
28:07
you can have the property manager as
28:09
your master property
28:11
and then you’d have all the sub
28:12
properties in there to combine and
28:13
consolidate your billing
28:15
now the next thing we’re looking at is
28:17
this next tab here for details
28:19
when you click in that details tab i’m
28:21
going to go in and tell you that you
28:23
really need to put in
28:24
residential or commercial to segment
28:26
your database
28:28
and the next thing here is under the
28:30
sales tab we want to go in
28:32
and select the sales source so we track
28:35
how they came in and then we can get
28:36
that lead to client conversion ratio
28:39
lead uh lead acquisition cost and the
28:41
client lifetime value all based off that
28:44
and if they were referred by somebody
28:46
already in your database this is where
28:48
we’d click that the drop down menu would
28:49
come down
28:50
and you say you picked mrs smith if she
28:52
was the referring
28:54
lead or client in your system so you can
28:56
do referral
28:57
lifetime reporting as well so these are
29:00
foundational things in the system
29:02
that we really want to dial into now the
29:04
next thing is under the billing tab
29:06
as we’re entering in this is your manual
29:09
override
29:10
to manually override your system so if
29:12
you’re set up
29:13
to invoice monthly at netdo 10 and you
29:15
wanted to build this particular person
29:17
daily you could override it to build
29:19
them daily and have them do
29:21
on receipt for instance now the final
29:23
tab off to the right here is
29:25
office notes this is your internal
29:26
office notes uh they are private you
29:29
know that by this right here
29:31
so these are your internal notes based
29:32
on that client
29:35
that’s the main thing so now we’re gonna
29:37
go in and hit
29:38
save and create this lead now now
29:41
we have a lead in the system there are
29:42
some visual clues that we like to train
29:45
as a certified advisor uh you want to
29:48
look at
29:48
and you can see on the left hand side
29:50
here we’ve got the little avatar the
29:52
little person here with the red l
29:53
that’s a lead uh no avatar is a
29:57
lead that we’ve closed out with a loss
29:59
estimate
30:01
if we have the little avatar with
30:02
nothing next to it that’s a client
30:04
and then if you have the avatar here
30:06
with the little slash through it that’s
30:08
a canceled client so once again when a
30:10
customer cancels we want to close them
30:12
out
30:13
so we have a clean database of just
30:14
clients we can still see
30:16
people that haven’t won an estimate and
30:18
we haven’t become a client and we can
30:19
see our canceled clients but now we have
30:21
a really clean
30:23
database and when we go under the
30:25
magnifying glass here we have
30:27
great little visual clues how to
30:29
actually go out
30:31
and dial into where they’re at in the
30:34
system
30:35
now another great visual clue here is
30:36
this long gray
30:38
estimate bar uh there’s also going to be
30:40
a little uh l i believe it is in v3
30:43
that signifies that but that long gray
30:45
bar is a visual clue for your team and
30:47
you
30:47
that the person is a lead and then when
30:49
they convert into a client there’ll be
30:51
three distinct
30:52
columns for scheduling billing and
30:54
estimates and installments underneath
30:56
with contracts
30:57
so these are the visual clues and how we
30:59
create database hygiene in service
31:01
autopilot
31:03
so three work clothes for estimate data
31:05
collection
31:06
uh maps pro creating a standard phone
31:08
intake sheet and then an
31:10
on-site estimate form and these are the
31:13
three ways that we recommend
31:14
um and teach how to use service
31:16
autopilot so the first one here
31:18
is maps pro or in v3 it’s called smart
31:21
maps very much the same thing
31:24
things you want to do is you want to go
31:25
to the more tab which is right here
31:28
when you blow it up we’re going to
31:29
property measurement now you can see
31:31
i’ve got the areas here measured out so
31:33
i’ve gone in
31:34
and measured it by just clicking on the
31:37
map here
31:38
and then i recommend color coding the
31:40
turf area or whatever you’re servicing
31:42
if there’s bed square footage you’ll
31:44
notice there’s plus zero and minus signs
31:46
here
31:46
this gives you the ability to add a null
31:49
add to the
31:50
to it subtract to it or keep a null
31:52
value the same exact thing is available
31:54
in v3
31:54
very handy to have these things labeled
31:58
we have our total square footage and we
31:59
would hit save then we’re going to go
32:01
into our custom fields down here and
32:03
select the variable say turf square
32:04
footage for the grass area
32:06
and save that and then it is ready to
32:09
calculate off your pricing matrix
32:12
so the next thing is the auto assist for
32:13
standard workflow so if you are using
32:16
pro plus with automations
32:17
this little a for auto assist is here
32:19
and it’s a workflow
32:21
um addition that’s really going to help
32:24
you
32:24
so if not you need to go down to the
32:26
bottom and hit forms and select
32:28
your forms this is what we recommend pro
32:30
plus
32:31
and then we’ve got our fillable phone
32:33
intake form
32:35
we click on that and we’ve got a
32:37
cleaning example and then i’ve got a
32:38
lawn care example next
32:39
uh but the idea is here is uh debbie
32:42
sardones for cleaning business
32:43
fundamentals
32:44
um has built out a product with simple
32:47
growth
32:48
so if you’re a cbf member uh let us know
32:50
or let debbie know we happy to show you
32:52
how we automated cbf right inside
32:54
service autopilot turnkey for you
32:55
complete with marketing documents
32:57
uh but the idea here is this this lead
32:59
sheet is going in and creating a call
33:01
script so how did you hear about us is
33:03
it a one-timer ongoing service
33:04
and it’s grabbing all the variables that
33:06
her team needs to
33:07
go out and estimate all the cleaning
33:09
over the phone
33:11
the next thing is a mobile on-site
33:13
estimate form so let’s say we can’t
33:14
measure it over the satellite for lawn
33:16
care
33:17
we want to be able to go in and have a
33:20
mobile phone where you can go in and
33:21
walk around
33:22
and your estimator is plugging the data
33:24
in now they’re plugging the data in so
33:26
we got
33:27
property specific data we’ve got our
33:29
phone we’re walking around the property
33:32
what’s the lawn square footage if you
33:34
couldn’t measure it on
33:35
the satellite what’s the linear length
33:37
of landscape beds for
33:38
edging those beds what’s the number of
33:40
small medium and large shrubs
33:42
how many hedgerows with 10 foot sections
33:45
with or without a ladder
33:46
what we’re doing is driving in all the
33:49
data we need so when we get to that
33:51
estimate part it’s going to
33:51
automatically calculate your price your
33:53
budget time and cost before
33:55
profit now pro tip we recommend
33:59
and we’ve cracked the code here how to
34:00
use custom fields from
34:02
the new document editor inside the
34:03
estimate description so the
34:05
notes down here i can type in does not
34:08
include the hedgerow on the back side of
34:10
the lot line
34:11
and it will automatically merge into the
34:14
estimate without having to remember to
34:15
do it so the idea is we’re walking
34:17
around that phone or tablet we’re
34:18
plugging in all the
34:20
property specific data so we’ve created
34:21
a standardized process so this is a
34:23
gentleman who ran my business
34:24
had never done pruning mulching mowing
34:27
any of those services
34:28
within a few days i had him up and
34:30
running
34:32
just plugging data in there and be able
34:34
to estimate as well as i have with 20
34:35
plus years experience so
34:37
um the idea is we want to standardize
34:38
what’s in the owner manager’s head and
34:40
be able to take it out into an on-site
34:42
estimate form
34:43
cleaning industry once again if we’ve
34:45
got a top to bottom deluxe weekly clean
34:47
bi-weekly clean
34:48
you’re plugging in how many hours in
34:49
each one of these that you think it’s
34:51
going to take based on your experience
34:53
on that job if we’re not ready for
34:54
square foot production rates
34:56
to actually go out and estimate that job
35:00
so the next step here is creating
35:02
pre-built estimates for leads and
35:03
clients separately
35:07
so what you can see here right out of my
35:08
old company’s um essay account here is
35:11
we’ve got one for clients and leads and
35:12
why why we’re doing this is
35:14
in my opinion we’re going to have two
35:16
separate conversations if someone’s a
35:18
lead and never done work with us
35:20
the marketing conversation based on
35:22
where they are in the client life cycle
35:24
is going to be different versus someone
35:25
who is already a client
35:27
so i’m recommending you make two
35:28
different versions of your estimate
35:30
email and your estimate
35:31
document to be able to have that
35:33
personalized but automated conversation
35:35
based on where they’re at
35:38
now the next thing is pre-built aspect
35:39
templates safe for lawn care and i’m
35:40
going to go into home cleaning next
35:42
is what we’ve done here is we’ve gone in
35:46
and built a production rate based
35:48
estimating system where it will
35:49
calculate uh based on the long square
35:52
footage and we’ve added different
35:53
zones or postal codes where you could
35:55
just plug the number in it would
35:56
calculate a
35:57
on-site time and a drive time and all
36:00
the consumer sees is the bottom price
36:02
but we’re able to break out our
36:03
production for drive time and on-site
36:06
separately in addition
36:09
we’ve got an example here for disposal
36:11
fees of 30
36:12
that’s defaulted in so another thing
36:14
that happens when we start to delegate
36:16
our estimating is
36:17
people forget to add the different
36:19
things in or they conveniently erase it
36:21
and don’t put it in to win the jobs
36:23
the idea is we can default things that
36:24
always need to be on the system
36:26
to create predictable systems now probe
36:30
previous
36:30
template cleaning is very interesting so
36:33
what we’ve done is kind of crack the
36:35
code and cleaning so
36:36
and this also works for lawn care if you
36:38
want high low pricing for
36:40
spring and fall cleanups but there’s two
36:41
different ways to be able to do it so we
36:43
can estimate with a minimum and maximum
36:45
price range
36:46
for cleaning or say spring or fall
36:48
cleanups and lawn care
36:49
or on the right hand side of the screen
36:51
we can do it for
36:52
uh exact pricing so we’ve got the
36:54
ability now to go out and do high low
36:56
price ranges for jobs that are a little
36:58
um
36:59
scarier to give an exact price and they
37:01
come with a budgeted time
37:04
for high and low and cost before profit
37:06
or we can go in and do an exact price
37:08
with budgeted timing costs those are the
37:10
two different variables
37:11
for lawn care and home cleaning we can
37:13
do high low price ranges
37:15
exact pricing or hourly time and
37:17
materials
37:19
so next thing is we want pre-built
37:21
estimated emails so we’ve gone and we’ve
37:22
created this
37:23
estimate and we try to close them over
37:25
the phone but if we can’t close them
37:26
over the phone
37:27
next step is let’s email that out so we
37:30
go in and hit the email button right
37:31
here
37:32
and this email loads in with everything
37:35
you already have and it’s got a
37:36
clickable quote link in there so you
37:37
send that out to your
37:39
client or lead this would be what they’d
37:41
be getting and it had this little thing
37:42
here
37:43
click here to view my proposal now
37:46
included in this we’ve included our lead
37:48
letter of the five or six main reasons
37:50
why we’re different we’ve included some
37:52
buttons off there on their mobile they
37:53
can call us now or text our office
37:56
but the idea is they click in that and
37:59
then
37:59
they’re going to open up the estimate
38:01
which i’m going to show you but another
38:02
pro tip is
38:03
i would uh blank carbon copy yourself in
38:06
your office
38:07
and um text the quote through the
38:10
message center
38:12
in essays we email it and text message
38:14
it huge huge benefit that we’ve had
38:16
in my lawn care company as well as
38:17
simple growth the ability to email and
38:19
text message the estimates an extra two
38:21
minutes
38:22
well worth the investment in my opinion
38:25
so pre-built estimate documents and
38:26
price grid so the next thing that we’re
38:29
looking at
38:29
is this is the actual estimate it’s kind
38:31
of chunked in three parts because it’s
38:33
pretty long
38:34
but step one is select the services you
38:36
want step two is accept and sign
38:38
so we can have the service details in
38:40
there for that forty five dollar mowing
38:43
uh if we want we can also have videos
38:45
embedded on the service line item
38:48
or below that then we have our general
38:50
details and contract terms
38:52
we have more clickable buttons and some
38:54
videos that can play live in the
38:55
estimate below the pricing so we have
38:57
videos on the actual service level and
39:00
below
39:02
that so that is your your 24 hours seven
39:05
days a week
39:06
automated sales person so i highly
39:07
recommend making those videos
39:09
and if you’re making your videos they
39:10
don’t have to be perfect but you want to
39:12
include what’s included in the service
39:13
what’s not included
39:15
and your satisfaction guarantee and
39:17
addressing the sales or price objections
39:18
up front do i need them at home to have
39:20
the service done
39:21
is there certain insurance i should be
39:22
looking for whatever those issues are
39:24
for that service
39:25
be up front and talk about it that’s
39:26
going to shorten that sales cycle and
39:27
hopefully raise that price
39:29
um ability to charge the highest price
39:32
because we’ve created you as the expert
39:34
throughout that video
39:37
now next thing here is we’ve got the
39:38
electronic signature they click to sign
39:40
and that’s going to time a date stamp
39:42
all that information inside
39:43
sa so as we go in once the estimate is
39:46
won
39:47
i’ve got time and date stamped ip
39:49
address above the estimate
39:50
and an electronic signature i can print
39:52
out for collections or
39:53
if you’re in new york state and they
39:55
have pretty strict dec
39:56
pesticide laws that is going to cover
39:59
you
40:00
we also had some buttons here we can
40:01
click in and get msd labels if that’s
40:03
applicable to the
40:04
industry you’re in so we can have that
40:06
all inside a service autopilot estimate
40:11
now that we’ve won that estimate we need
40:13
to convert that lead into a client so if
40:15
you remember that flow chart earlier in
40:17
the talk i said
40:18
when we win that estimate we want to
40:20
convert the lead into a client and
40:21
schedule
40:22
off the estimate so when we go to
40:23
schedule if you don’t remember to
40:25
convert
40:25
it’s going to force you to convert then
40:29
we’re going to take our price and
40:32
budgeted time and cost
40:33
and we’re going to schedule that job so
40:35
all of that’s now moving
40:36
into the job so we have a price budget
40:38
time it costs before profit
40:40
we’re going to add in our reoccurring
40:42
jobs either weekly bi-weekly or
40:44
custom schedule we can dial that into a
40:47
lot of different variables they’re
40:48
really popular in the cleaning industry
40:50
for sure right here but lawn care folks
40:52
are starting to catch on to that as well
40:54
um and that’s our one timer reoccurring
40:56
and then we’ve got our waiting list job
40:57
where we have a start and complete by
40:59
date so that’s that time range very
41:01
popular in holiday lights
41:02
spring and fall cleanups uh cleaning
41:04
industry it’s gonna be something where
41:06
you’re probably doing a move-in move out
41:07
or a post-construction clean
41:08
it doesn’t need to be done today but it
41:09
needs to be done before the end of the
41:11
week so that gives you that variability
41:14
so foundations to scheduling once again
41:16
i said teams or basically crews
41:18
we want to go under teams here and pull
41:21
out each crew so we have our residential
41:23
crew
41:24
number one the starting address that is
41:27
for the best results for route
41:30
optimization
41:32
once we have that we’re in good shape
41:33
but we’d go in we add our team and then
41:36
we create that team
41:37
you need a starting address on there we
41:39
also want to be able to go under crew
41:40
assignments and assign the
41:42
default assignees now if someone doesn’t
41:44
show i’ll show you how to remove that
41:46
quickly
41:46
um in the next few slides so
41:50
as we click team assignments we’ve got
41:51
them in there how many days
41:53
are they available if you work seven
41:57
days a week
41:57
and they are available put all seven
41:59
days so they are available if we get
42:00
rain delay or issues especially in lawn
42:02
care
42:04
next thing is scheduling in payroll
42:07
reporting so even if you’re not using
42:09
service autopilot azure payroll
42:11
system this information needs to be in
42:14
there and it’s actually kind of
42:15
confusing
42:16
so i’m going to break it down for you so
42:18
under teams employees
42:19
we need to go in oh sorry under the job
42:22
costing
42:23
tab and mark hourly employees hourly and
42:26
put their hourly rates if this gentleman
42:28
or lady was making 15 bucks an hour on a
42:30
payroll job costing
42:32
in my sheet over here i figured out my
42:34
labor burden
42:35
and now labor burden is going to i’m
42:39
going to split the screen here so you
42:40
can actually see this for a minute
42:42
so labor burden here is your fica
42:44
unemployment workers comp
42:46
and we’re getting it as a percentage of
42:47
a dollar and if it was hourly rate was
42:50
15
42:50
we add that labor with labor burden in
42:53
there so it’s 1785
42:54
and 26.78 and that’s what goes in here
42:57
so it’s labor
42:58
uh hourly rate with labor burden and
43:00
overtime with labor burden
43:02
those are the keys to success for that
43:05
um in there so we’re running job costs
43:07
and reports and some other reports
43:09
if you’re going in for um costing effect
43:12
or drive time labor cost effect you will
43:14
have zeros in there if the
43:16
information’s not on there because those
43:17
are data points the system works off of
43:19
to
43:20
calculate that for you
43:26
so the next thing we’re looking at is
43:27
the dispatch board so what if we have a
43:30
no show no
43:30
no call employee by when we’ve set up
43:33
those teams with the employees on there
43:34
we have them defaulted in here
43:36
but the idea is if we go to the more tab
43:38
onto the dispatch board and assign teams
43:40
this comes up and this
43:41
gives us the ability to drag and drop
43:43
these individuals
43:44
off and you can see at the bottom there
43:46
it says update end times based on
43:48
budgeted hours and assignments
43:50
so this is only applicable for that one
43:52
day but this is your key to success
43:54
for having proper payroll job costing
43:57
production reports each and every day
43:58
especially viewing time and material
44:00
jobs so very important
44:01
no matter the industry we can drag and
44:03
drop if the crews change from the
44:05
default setup from
44:06
the system now the closeout date screen
44:09
like i said that’s probably the most
44:11
important screen of the whole entire
44:13
system so
44:14
this is where a human should go in at
44:17
the end of the day or the beginning of
44:18
the next day for the previous day
44:20
and we’re making sure we got start and
44:21
stop times budgeted time
44:25
and um so
44:28
start and stop times budgeted times and
44:30
a rate and we also want to go into the
44:32
columns and add
44:35
the variance and the actual
44:38
hours work now that is going to give you
44:39
the actual time
44:41
and the variance plus or minus over the
44:43
budgeted times that’s going to give you
44:44
a really good look at where you’re at
44:47
for good data in good data out this is
44:49
going to set up your billing
44:50
your job costing production rate reports
44:53
for success now contract setup so this
44:57
was the part of the final part of
44:59
the the flow chart that we went through
45:01
is imagine we have a maintenance
45:03
contract so we’re going to select
45:04
the start and end time a line item when
45:07
with the plus icon it drops it in
45:09
that’s our invoice line item with
45:11
default service that’s going to be under
45:13
and then we’d fill in the monthly
45:15
installment now we can say
45:16
bill to what day of the month are we
45:18
billing one day in advance how are they
45:20
paying check card or whatever else it
45:21
may be
45:22
auto generate active and include sub
45:25
properties so that could be the sub
45:26
properties
45:27
of a master property and we’re going to
45:30
be adding
45:30
the services in there and then under
45:32
alerts right here
45:34
we can do an alert if it’s over x amount
45:36
of hours or x amount of visits and that
45:39
gives you that granularity there as well
45:42
main thing is when we set these services
45:44
up here under the contract
45:46
we assign it to the contract and then we
45:48
have a price and budgeted time so we
45:51
need that data it will not double bill
45:53
that
45:54
um if it’s there we need to have that
45:56
price and budgeted time for scheduling
45:58
and reporting
45:59
if we assign it to the contract and
46:01
that’s a service that’s under the
46:02
installment
46:03
it will not double bill in addition
46:05
package jobs for fertilizing
46:08
right here assign it to that contract
46:11
same thing we want to price and budget
46:12
at a time
46:13
it will not double bill so the next
46:15
thing is invoice email with credit card
46:17
payment option or the client
46:19
portal so we go down and email out those
46:22
invoices we can have a
46:24
really nice document here with click
46:25
here to pay with a pci compliant credit
46:28
card form for clearance
46:29
or we can have a link to your payment
46:32
portal
46:32
and you can have a separate uh email the
46:34
first time they sign up for a temporary
46:36
username and password
46:37
for the service autopilot payment portal
46:38
that’s how we can go in and get that
46:39
credit card
46:40
and get those process processes going to
46:43
get that payment
46:45
so the final part is the report center
46:48
job costing reports
46:50
and this is really important because now
46:52
we’ve got
46:53
all of this data and everybody that i
46:55
see on facebook
46:57
um near the end of the year the
46:59
beginning of the year even in the middle
47:00
of the year ago you know
47:01
i’m going to raise my prices three
47:02
dollars across the board or a percentage
47:05
so really i think that’s really a
47:06
foolish thing to do because really what
47:08
you’re doing is you’re telling your most
47:09
profitable clients
47:10
um to go shop you and you’re telling
47:12
your least profitable clients you’re
47:13
raising them up a little bit but they
47:14
already know they’re probably getting a
47:16
deal so they’re going to stick around
47:17
so what we’re going to recommend is
47:18
running a job costing report through the
47:20
rot report center
47:22
and what we have here is uh name address
47:25
and the date
47:26
and the price per visit so we’ve got an
47:28
average of fifty four dollars per cut
47:30
and the two stops that we’re here
47:32
obviously you’d have a whole year’s
47:33
worth of date or half years worth of
47:34
data
47:35
but on average you made fifty four
47:36
dollars and per man hour sixty dollars
47:38
per minute
47:39
on average it came out to fifty seven
47:41
dollars in 30 cents
47:43
so what we’ve got here is we put in our
47:45
desired dollar per man hour of 60 bucks
47:48
if we’re only making 57 so we’re just
47:50
under three dollars under our
47:52
goal uh it’s telling us we need to raise
47:54
our price 2.56 cents with no emotion so
47:57
this is how you would raise your prices
47:58
with no emotion uh based on the report
48:01
center
48:03
um so basically that is your service
48:06
autopilot from stem stern
48:08
before you automate it fully set up um
48:11
back literally from lead acquisition all
48:13
the way through estimate scheduling
48:15
billing and fulfillment now
48:17
that’s only half the deal so once we’ve
48:20
got service autopilot set up there’s
48:21
three key areas in the business we’re
48:23
going to recommend for a fully set up
48:25
essay
48:26
roadmap to success is we’re going to go
48:28
in and automate our sales
48:30
um including some finances and overdue
48:32
accounts uh we’re gonna
48:34
automate our employee recruiting
48:36
training and onboarding and we’re gonna
48:37
automate our repetitive tasks
48:39
and these are the three main hurdles to
48:40
break that million mark and beyond and
48:42
even if you’ve broken that million mark
48:43
if you haven’t automate these
48:45
these are probably uh holding the owner
48:47
down from having that lifestyle they
48:49
desire
48:50
because they are babysitting their
48:52
business and probably entrenched in it
48:53
so i’m gonna break this down real
48:56
quickly
48:57
but if you need or want an audit for
49:00
your essay set up before we get to the
49:02
automated audit
49:03
um go to simplegrosssystems.com forward
49:06
slash
49:07
sa audit and that is um going to be
49:10
right here there’s a
49:11
video kind of outlining it and then you
49:13
can literally book a call
49:15
uh with myself or dylan on the simple
49:17
growth team
49:18
to actually get a time to go on a screen
49:21
share for a half hour
49:22
and and literally get a free essay on it
49:25
we’ll tell you where your
49:26
setup is in need of help at no cost
49:30
so the next thing is automation so we’re
49:33
in now an automation so
49:35
when you come to simple growth as a
49:37
certified advisor we set up
49:39
done for you turnkey automations for
49:40
lawn care and home cleaning now this is
49:42
example i’m going to show you in
49:44
lawn care but it’s very similar to the
49:45
home cleaning automations they come
49:47
pre-built in three different areas the
49:49
north south and southwest
49:51
parts of the u.s and canada
49:54
and they come with about 130 to 140
49:57
marketing documents pre-built with
49:59
marketing content already written for
50:01
you
50:01
i’m going to say vanilla content you may
50:03
want to go in there make them a little
50:04
more sexier but
50:05
it gives you a really good starting
50:06
point so we have three different
50:07
versions for the north south and
50:09
southwest
50:09
pre-built marketing content turnkey for
50:11
you so we have email scripts
50:13
uh text message scripts and phone call
50:15
scripts that you can copy or
50:16
edit in addition uh based on each part
50:19
of the country we go in and customize
50:21
the automations to the particular timing
50:23
of your market
50:24
based on the time of your market the
50:26
services you automate
50:27
so the first thing we do here um and if
50:29
you’re doing this yourself this is what
50:30
i’d recommend
50:31
uh we go in and enhance that estimate
50:33
request that we went through in the
50:34
beginning
50:35
and we build logic in there so if
50:37
someone’s interested in
50:39
lawn mowing or fertilization we know
50:40
exactly what that is we have an
50:42
automated but personal conversation
50:44
around that
50:45
if they come from the office we enter
50:47
the for the information into that phone
50:48
intake form
50:49
or the three to four step process i
50:51
broke down in the earlier the talk
50:54
once they’re in we automatically fire
50:56
off a thing called the lead letter these
50:57
are the five or six main reasons why
50:59
your business is different why someone
51:00
is going to want to do work with you
51:02
and not your competitors in addition we
51:04
can tie into a product called send gym
51:06
if you want a hard copy letter of this
51:08
mailed out to the postal service
51:11
in the u.s we can have that out to them
51:12
as well so we have something emotional
51:14
physical they can connect really great
51:16
idea for design build or any really high
51:18
ticket products where you actually have
51:20
to go out and schedule an estimate
51:21
this just helps differentiate and
51:23
reinforce your brand differentiation
51:27
so they’ve got this lead letter this
51:29
fires off automatically in the email
51:30
though
51:30
five or six reasons why your business is
51:32
different now before the estimate or
51:34
the same time is the estimate in
51:35
conjunction if you’re doing the asterisk
51:37
live over the phone as we recommend it
51:38
with those gateway services
51:39
we’re going to send out a thing called
51:40
short term education so this is going to
51:43
go and educate them to the particular
51:45
service they’re interested in so
51:47
in the lawn mowing example it’s going to
51:49
be talking about
51:50
maybe the proper mowing hood how to
51:52
sharpen your blades and proper
51:53
irrigation go with the mowing in
51:54
addition we recommend
51:56
that you go in and edit and add to the
51:58
documents that we’ve already given you
51:59
to overcome any sales or price
52:01
objections
52:02
so do i need to be home to have the
52:03
service done are you going to close the
52:04
fence gate behind you
52:06
um so i don’t have to worry about it if
52:08
i don’t check it after the technician
52:09
leaves so the kids and the dog don’t run
52:11
out of backyard
52:12
same thing in the home cleaning industry
52:13
you may be talking about the difference
52:14
between
52:15
a top to bottom deluxe which is your
52:17
initial clean what that includes versus
52:19
a general maintenance weekly or
52:20
bi-weekly clean
52:21
we’re educating them around those
52:23
processes once the estimate is submitted
52:26
this process here is called 20 days to
52:28
close
52:29
this follows up on each and every
52:30
estimate till we get a yes or no answer
52:32
it’s going to follow up
52:33
via automated email automated text and
52:36
phone calls yes phone calls people don’t
52:38
like making phone calls i highly
52:39
recommend
52:40
making phone calls it comes in the form
52:42
of a two with a phone script
52:45
and a deadline assigned to a specific
52:47
role or person in the business
52:49
now it’s going to literally say hey
52:50
called mr smith it’s been three days
52:51
since we dropped off the estimate here’s
52:53
what to say
52:54
if she says the price is too high here’s
52:56
some call sales script overcome that
52:58
and in addition it says if she becomes a
53:00
client
53:01
do this in service autopilot if she
53:03
doesn’t become a client of service
53:04
autopilot do this you should like
53:05
i’m not sure if i’m going to hire you or
53:06
not do this in service autopilot so
53:08
we’ve created a predictable
53:09
and delegatable workflow inside the
53:11
system now for all the folks watching
53:13
that don’t want to make a phone call
53:15
good news we’ve been able to tie into a
53:17
thing called a ringless
53:18
voicemail bomb so if there’s a cell
53:20
phone on file right back to the inning
53:22
remember on the
53:23
phone number we said always collect the
53:25
cell phone when in doubt put it in there
53:27
this ringless voice bail bomb now
53:28
triggers and
53:30
it makes the cell phone look like it’s
53:32
had a missed call
53:34
and it leaves a pre-recorded message but
53:36
it’s not a robocall
53:38
it’s literally so if i was there hey
53:40
it’s mike from callahan so sorry i
53:41
missed you i wanted to follow see any
53:43
questions regarding your estimate
53:44
if you do please call us back at this
53:46
number if not feel free to accept the
53:47
online assets we’ve created an automated
53:49
but personal workflow
53:51
around that estimate follow-up now
53:53
hopefully we win that estimate
53:55
so automatically now without you having
53:57
to do anything
53:58
we automatically send out a welcome
54:00
email this will acclimate the consumer
54:02
what to expect when working with you
54:04
and if you want a credit card on file we
54:06
automate that process right here with a
54:08
pci compliant credit card form
54:10
in addition we customize the automation
54:13
for you
54:14
to follow up on only reoccurring
54:16
services 30
54:17
60 and 90 days now one of the biggest
54:20
mistakes that we see folks doing is
54:22
their automations aren’t customized so
54:25
we customize the automations to your
54:26
services they’re only reoccurring
54:28
to follow up 30 60 and 90 days and it
54:31
doesn’t look like an automated email
54:32
it’s a plain text email
54:34
that looks like somebody in your office
54:36
literally took a few minutes to write up
54:37
a quick email like hey
54:38
how’s the service going up to this point
54:40
so we’re going to capture those little
54:41
cancellation issues
54:42
before they escalate to cancellation now
54:45
if you end up working with civil growth
54:46
we also go in here and customize your
54:48
one-time service so i have a one-time
54:50
follow-up
54:50
with that same personalized looking
54:52
email to follow up to make sure they’re
54:54
happy
54:55
next thing we do is happy holidays all
54:57
your major u.s and canadian holidays
54:59
pre-written is a little blurb
55:01
about the holiday we educate them and
55:02
wish them a happy holiday
55:04
now below that we’ve got newsletters uh
55:07
those go out the beginning of every
55:08
month they go to everybody in your
55:10
database
55:10
leads and clients the idea here is is
55:13
you want to educate the consumer what
55:15
they should be doing
55:16
in their yard or home the month in
55:18
advance so we’re going to educate them
55:20
let’s say in the winter time about
55:21
ornamental pruning
55:23
how to do it proper timing of the cuts
55:25
and then a soft one liner by the way
55:27
you’re here to help
55:28
home cleaning great examples by the
55:29
holidays maybe refrigerator and stove
55:31
cleanouts we talk about the process and
55:32
the system
55:33
educate them around the products and
55:35
then upsell that at the bottom softly
55:37
now below that we’ve segmented your
55:39
pipeline for leads and clients
55:42
very important because we can have
55:43
special promotions for leads that
55:44
haven’t converted into clients
55:46
or special communication or promotions
55:48
for people that haven’t uh
55:50
for customers so we don’t alienate our
55:52
customers if we’re running a special for
55:53
people who haven’t converted into
55:54
clients
55:55
um that is the process there now the
55:57
final process here is
55:59
the loss process originally we used to
56:01
call these service
56:02
automations what we’ve realized is
56:06
is there’s a bigger benefit of casting
56:08
this broad net
56:10
across your entire database so upsell
56:13
would be literally is if they
56:15
haven’t just won an sm4 if they don’t
56:16
have it scheduled we upsell that service
56:19
to everyone in the database so if
56:20
there’s anybody watching this
56:22
who is on our sales level three package
56:24
uh drop us
56:25
an email at help simplegrosssystems.com
56:27
we’re systematically going through at no
56:29
extra
56:30
cost adding upsell automations for up to
56:32
five services for you so make sure that
56:34
you’re looking at that
56:35
home cleaning as well if you’re in this
56:37
process everything’s identical but we’re
56:38
recommending here is
56:40
that we have an additional one in there
56:42
so if we have a one-time cleaning
56:44
and they don’t sign up for reoccurring
56:46
cleaning the automation with about seven
56:48
days kicks in and tries to upsell that
56:49
reoccurring cleaning
56:52
so now we’re growing so fast we need to
56:55
get some employees so how do we do it
56:57
we’ve created employee recruiting
56:58
training and onboarding inside service
57:00
autopilot
57:01
so the way we’ve broken this out and if
57:03
you’re going to follow the process and
57:04
do it yourself this is how i recommend
57:05
it
57:06
we’ve created a hosted landing page that
57:08
would go on your craigslist and deter
57:09
facebook wherever you’re looking online
57:10
for employees
57:11
and an office entry form newest addition
57:14
to this is it’s in english and street
57:15
spanish
57:16
both versions to convert based on the
57:18
language once they’ve filled that out
57:20
we’ve dropped them into
57:21
essay and the automation we run through
57:23
an online application process
57:26
let’s say the gentleman’s name is joe
57:27
after he’s jumped through some of these
57:28
virtual hoops he’s ready to
57:30
go and he’s gotten through the
57:33
application
57:34
to do or a task that’s going to pop up
57:36
in your office assigned to a particular
57:37
person who is responsible for setting up
57:39
these interviews
57:40
we can have a pre-interview ranking of a
57:42
b and c so maybe only the a’s and b’s
57:44
get to the interview
57:45
it’s a filtering mechanism we’re
57:47
starting to buy that time back
57:49
in addition the person in your office is
57:50
typing in the interview date and time
57:53
in the automation we’ll either text
57:55
message or email i’m recommending text
57:57
it will text the applicant the week
57:58
before and the day before the interview
58:00
reminding where to show up when to show
58:01
up
58:02
uh if they’re not going to show up to
58:03
let you know and you can sign homework
58:05
so big idea here is
58:06
assign some homework like we did in my
58:08
company to go down get a driver’s
58:09
abstract at the dmv
58:11
proves they have a license and now
58:13
they’ve got some skin in the game and if
58:14
anybody’s sat at the dmv anytime lately
58:17
trust me if they sit down to that dmv
58:18
and get that driver’s abstract they’re
58:19
pretty interested in that job it’s a
58:20
good way to screen them out
58:22
now once we get up here we’ve got our
58:24
standardized interviewing package
58:26
so if you’ve watched any of the lawn
58:27
care millionaire videos with jonathan
58:29
patoshnik
58:30
of the lawn care millionaire or been to
58:33
any of the regional events where
58:34
jonathan and i talk we talk a lot about
58:36
stacking that virtual bench uh and that
58:38
virtual bench the idea is we’re always
58:40
constantly recruiting for every position
58:42
of the company and this is way
58:43
that automation was built around that so
58:46
uh
58:46
there’s five or six standardized
58:48
questions you would ask every applicant
58:50
and then the interviewer is prompted to
58:53
rank the
58:54
the applicant in an a b and c fashion
58:56
now what we’ve done is created a saved
58:58
database or almost a qualified labor
59:00
pool for you so this is your virtual
59:01
bench
59:02
so you can go into essay through a safe
59:04
search that we’ve set up for you
59:05
and go in and say i want to see all my a
59:08
applicants
59:09
um
59:12
all my applicants say the last 15 to 20
59:14
days so
59:15
um and that gives you that virtual bench
59:17
or that hiring pool to go from
59:20
now the next thing is if we don’t have
59:21
the hiring process we automatically fire
59:23
out you know hey we’re sorry we’re not
59:25
hiring at this point
59:26
we’ll keep in the database it makes it
59:28
uncomfortable conversation a little bit
59:29
easier but if we hire them
59:30
we drop them into a two to three part
59:32
introduction company culture that’s
59:33
going to go over your mission vision
59:34
values
59:35
those are the things that are going to
59:36
start helping relate retain that
59:38
millennium
59:39
employee and we’re not aligning them to
59:41
just a paycheck that was a game changer
59:43
at my company
59:45
and below that we’re going to an
59:46
automated tax document collection
59:50
so we’re going to do is culture and tax
59:52
tax goes up to three
59:53
attempts after the third and final
59:54
attempt if they don’t fill out say their
59:56
tax documents after the final deadline
59:58
you will get a task or to do basically
60:00
in service autopilot saying hey
60:02
um joe didn’t fill out his tax docs and
60:05
we recommend
60:06
um basically firing
60:09
because what the automation’s built to
60:10
do is right here it buys the time back
60:13
before we hire them and screens them out
60:15
once we hire them
60:17
we screen them out again and onboard
60:19
them but this is before we train them
60:21
now the final part and i think it’s
60:22
quite magical personally but i’m a
60:24
little biased
60:25
is what we do here is we send the office
60:28
through
60:28
36 videos and six modules complete with
60:30
testing
60:31
from the original flowchart i showed you
60:33
through automated video training with
60:35
testing how to use service autopilot in
60:37
a substantial workflow
60:38
that’s where we get people up and
60:39
running an essay within seven to ten
60:40
days
60:41
pretty quickly in addition what we did
60:44
in my company is we took
60:46
videos in the field with literally a
60:48
smartphone a tripod and a wireless mic
60:50
we created basically videos that were
60:53
automated now for training our field
60:55
staff so
60:56
everybody that went in our field stuff
60:57
with your online automated video
60:58
training
60:59
for training in the field stuff so the
61:00
idea is we create our own little
61:02
franchise without franchise fees
61:04
that’s replicatable so uh if you end up
61:06
working with simple growth we’ll take up
61:07
to
61:08
five videos you provide with training
61:09
techs and create an online automated
61:11
video training series for your field
61:12
staff
61:13
and we automatically give you the 36
61:15
videos and six modules with testing
61:17
for your office staff how to use service
61:19
autopilot we also have an automated
61:21
contract and handbook fulfillment so if
61:23
you work with us obviously we don’t give
61:24
you those for a reason like for legal
61:26
reasons but
61:27
all the things that should happen when
61:28
someone is hired now happens without the
61:30
business manager or owner babysitting
61:32
the process so if you’re building your
61:34
own
61:34
put in the ideas of all the things that
61:36
need to be done
61:38
with accountability so the automation
61:39
manages the process
61:42
now the last and final thing here is
61:44
once you got 25 30 employees
61:47
the business owner is becoming a
61:48
full-time daycare center so if you’re
61:50
not telling everyone what to do
61:53
every day every week every month or
61:55
every quarter
61:58
it’s not happening and what we found is
61:59
there’s seven core areas of business
62:01
inside service autopilot can be
62:02
automated
62:03
and there’s sales customer service
62:05
scheduling billing office manager
62:07
maintenance and owner
62:08
so what we’ve done here in our package
62:10
is it pre-loaded with about 38 or 39 of
62:13
these there’s some examples of them
62:15
and then you can build as many of these
62:17
as you want reach frequency in each
62:18
division
62:19
but if you’re building this on your own
62:21
this would be best practice to start
62:23
with for sure
62:24
really basic example here is if we had a
62:26
full-time sales person maybe his name is
62:28
dave
62:28
dave’s job or most of his job of the day
62:30
was to finish his estimates and follow
62:32
up his phone calls
62:33
if dave didn’t do that job and finish it
62:35
and complete it through the automation
62:37
and about 5 30 in the afternoon
62:38
depending on how the automation was
62:39
configured
62:40
dave would either get a text message or
62:42
an email i’ll let you know he didn’t do
62:44
his job what he needs to do to complete
62:45
it and based on how important it was
62:48
the automation would either email or
62:50
text message the manager the owner to
62:51
let them know that dave didn’t do his
62:53
job
62:53
so the automation manages the repetitive
62:55
task and workflow
62:56
and if it doesn’t happen it pulls a
62:58
human in to manage what should happen
63:00
when it should happen
63:02
so hopefully that was helpful but this
63:04
is literally
63:05
essay setup workflow scheduling billing
63:08
estimating and then the fully automated
63:10
business all inside service autopilot
63:12
so free copy of this presentation in a
63:14
free cheat sheet
63:15
go to simplegrosssystems.com
63:19
forward slash sa dash audit that’s
63:22
slash sa dash audit
63:25
and that’s going to be the key to
63:26
success uh we’ve got a few people
63:28
watching here live so if you have any
63:30
questions i’m happy to answer those live
63:32
while
63:33
we are here but when you go to that
63:36
page there of simple growth systems
63:39
essay audit
63:41
we’re going to give you a free 30-minute
63:43
audit and evaluate you we’ll get you a
63:45
copy of today’s
63:46
presentation slides you can go online
63:48
based on your time zone and book a free
63:50
call with somebody on the simple road
63:52
team
63:52
for a half hour for this free audit no
63:54
sales pressure but we want to make sure
63:56
if you’re using service autopilot that
63:58
you really are indeed harnessing the
64:00
power of it and creating a workflow
64:01
that’s starting to buy
64:02
time back and avoid all the double
64:04
entries so we’ve got good data in good
64:06
data out
64:07
cat william watkins wants to know will
64:09
the recording be
64:10
available later uh yes it will be on
64:13
facebook live you can watch this
64:14
recorded
64:15
and after this is done it will be live
64:17
on the simple growth
64:19
facebook page as well so just about to
64:21
wrap this up if there is no more of the
64:23
comments or questions i will wrap it up
64:25
but
64:26
um definitely want to reveal what the
64:30
roadmap to success of service autopilot
64:32
is and what it looks like fully set up
64:35
before you automate it
64:36
and how to foundationally set up and
64:37
then once you automate it those three
64:39
core
64:40
areas of the business your sales your
64:41
employee and your repetitive tasks
64:44
so look forward to chatting on you make
64:45
sure you hit that
64:47
website simplegrowthsystems.com forward
64:49
slash sa audit
64:51
get you a copy of this presentation the
64:53
slides and
64:54
the ability to book a free consult uh
64:56
with myself or dylan on the simple grow
64:58
team so
64:59
hopefully to see on a live talk soon
65:01
otherwise hopefully this was helpful
65:03
what service autopilot looks like fully
65:05
set up to fully automate
65:06
your business and streamline it and be
65:08
able to delegate it to other folks
65:10
in your business

SA Weekly Talk Show with Brian Stearman (Google My Business)

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 welcome
00:09
back to the sa weekly talk show mike
00:10
kelly here with my co-host cody owen
00:13
from service autopilot special guest
00:15
returning by popular demand brian
00:17
stearman from
00:18
mark our modern marketing mechanic uh
00:20
brian
00:21
is going to be introducing some really
00:23
uh
00:25
earth-shattering things that are
00:26
happening right now in google so google
00:28
my
00:28
business and the google guarantee what
00:30
does that mean for your home service
00:31
business
00:32
uh is it something you should be aware
00:33
of or is it something you should
00:35
ignore and it’s gonna only be a fad so
00:37
uh brian’s here to break down the uh the
00:39
newest editions of google my business
00:41
and the google guarantee
00:43
uh brian if if no one has ever seen the
00:45
sa weekly talk show and
00:47
doesn’t have a background on if you
00:48
don’t mind just giving us a quick
00:49
background of what you do
00:50
and uh how you cut your teeth and we’ll
00:52
kind of dive right into um
00:53
this topic here because i know a lot of
00:55
people have been asking about it in the
00:56
assay ecosystem
00:59
yep so my name is brian stearman i’m a
01:02
modern marketing mechanic and lawn care
01:03
marketing mechanic
01:04
um we’ve been running that for several
01:06
years we primarily work
01:10
for the vast majority of our customer
01:11
bases lawn care businesses
01:13
um and we basically do website design
01:16
build
01:16
uh search engine optimization and then
01:19
uh paid advertisement
01:21
management um so um
01:25
that’s that’s pretty much uh this
01:26
business before this i used to own a
01:28
lawn care business so
01:30
yeah that’s that’s why i um have so many
01:33
lawn care businesses because i own
01:35
you know used to own that business and
01:36
sold it so
01:38
that’s uh that’s kind of my history with
01:40
it so
01:42
um you want me to just dive into google
01:44
my business or
01:46
yeah brother floor is yours i know it’s
01:48
uh the landscape is changing and i’ll be
01:50
honest with you it’s something that i
01:52
haven’t had time to keep my pulse on so
01:53
uh one of the main reasons is
01:55
as an expert with these things all
01:56
things seo and uh
01:58
you know google and some of the other
02:01
stuff you’re doing you definitely are a
02:02
huge asset to the ecosystem here so yeah
02:04
definitely the floor is yours and if you
02:05
uh
02:06
you know want us to chime in we’re happy
02:08
to we’re just looking to uh
02:09
see what’s going on with google right
02:10
now okay
02:13
so uh last week uh google my business
02:16
which um
02:16
if you’re not familiar with what google
02:17
my business is that’s like if you do a
02:19
search for lawn
02:20
care whatever google my business are the
02:23
the map listings
02:24
of businesses um so they typically
02:26
display three to four of them
02:28
um and you know they’ll typically have
02:30
either a click to
02:32
call or click the website type link and
02:35
then for like brick and mortar
02:36
businesses it has their address
02:38
for most of um the the audience here
02:42
they probably own service area
02:43
businesses where they provide services
02:45
at homes
02:46
so um those are you know geared towards
02:49
you know whatever their service area
02:50
market is so
02:52
google my business um in the last couple
02:55
of years has kind of been gearing
02:56
towards
02:57
um more paid services throughout their
03:00
platform
03:01
one of them vehicle service ads um
03:03
obviously they’ve been doing google ads
03:04
for
03:05
quite some time um and now it appears
03:09
that google my business is also going to
03:11
become one of their paid platforms
03:14
and they’re doing that they’ve been
03:16
testing it
03:17
uh really since last year sometime we
03:19
saw it um
03:20
but we really only saw it in like
03:22
california and um
03:24
at really high-end industries and so
03:27
now uh as of uh last week
03:31
they started offering it to service area
03:34
type
03:34
businesses and select markets at this
03:37
point it’s
03:37
um by invitation only so basically you
03:41
have to log into your
03:42
google my business in order to see the
03:44
invitation from google
03:46
um and basically what it is is and kind
03:48
of what it looks like
03:49
now is you are already google guaranteed
03:52
so if you’re running
03:53
ads on um the google local services
03:56
those appear to be the ones that are
03:59
going to get the invitations first
04:01
um so if you’re not signed up those that
04:03
might be something that you want to look
04:05
into
04:06
but the google guarantee on google my
04:08
business
04:10
is currently what they’re running right
04:11
now is 50 a month
04:13
uh to get that that badge
04:16
your google business list so when
04:19
someone pulls up google my business or
04:20
you know they do a search
04:22
they’re uh yes okay so the the top three
04:25
those are your local service ads and
04:28
then
04:29
and you see that google guaranteed a
04:30
little green check mark
04:35
nice that’s the uh yeah so
04:38
that’s the ad itself and then if you
04:41
look down below
04:43
they’ll be google guarantee in those map
04:45
listings as well so it’s not
04:47
you know what the example you brought up
04:49
doesn’t have it yet
04:50
um but eventually
04:53
you’ll have several competitors with
04:56
that
04:56
um having that google guarantee and
04:59
obviously if you’re paying 15
05:01
a month their expectation that you’re
05:04
going to
05:05
appear higher in those map results based
05:07
on that subscription
05:10
so the um the big question becomes okay
05:13
so once
05:14
five ten companies
05:18
get guaranteed listings and they’re
05:19
paying that fifty dollar a month
05:21
subscription to google
05:24
how are you going to how is google going
05:26
to determine
05:27
who’s net you know who’s first right
05:30
who’s first who second who’s third
05:32
and the
05:35
you know so we don’t have clear
05:36
direction from google honestly google
05:38
hasn’t done a public announcement on it
05:40
yet
05:40
um we expect that probably next week
05:45
you know they start rolling stuff out
05:46
and they just tell us when they want us
05:47
to know
05:49
but obviously we kind of watch what’s
05:51
going on
05:52
so um you know we’ve seen
05:55
several people that gotten those
05:57
requests and are paying fifty dollars
06:00
um so the expectation is is the next
06:02
important thing
06:03
with google my business is going to be
06:06
and you know so logging into the
06:07
platform
06:08
using their platform um so one we do
06:11
that
06:11
is to to get more reviews respond to all
06:14
the reviews that you do get
06:16
good or bad um and then um
06:20
find other ways to use their platform um
06:22
so they have posts there’s messaging
06:24
there’s a lot of ways um that you can
06:26
use google my business
06:28
and now that they haven’t they have an
06:30
app for it you can download it on your
06:32
phone
06:33
and engage with reviews and things like
06:36
that from your phone as well
06:38
so those are the the things that
06:41
you can definitely do to try to and you
06:44
know basically improve
06:46
how you rank on google maps
06:51
once you have the google guarantee the
06:54
the other way is through what’s called
06:55
citations
06:56
just making sure that your information
06:58
is accurate across the internet
07:01
for your website
07:05
so brian question about what
07:08
does the google guarantee mean for
07:11
like on the consumer side what what are
07:14
they seeing that is representing
07:17
yeah so uh when you sign up to be google
07:20
guaranteed or you
07:21
google local services or whatever so
07:23
there’s a couple there’s a process that
07:24
you have to go through so basically you
07:26
have to
07:27
go through a background check for your
07:29
business
07:30
um so for for any type of industry that
07:34
you’re entering
07:35
the home you may also have to depending
07:38
on
07:40
it’s sad but there’s not a
07:43
straightforward everyone’s gonna have to
07:45
get background checked but we’ve seen
07:47
in certain markets google required that
07:49
the employees get background checked
07:51
in addition to the owner like in lawn
07:54
care it’s almost always just the owner
07:56
of the company
07:57
and then they verify the business so
07:58
they’re verifying that you have
08:00
insurance
08:00
that you uh have a business license
08:04
basically just verify your legitimate
08:06
business
08:07
and then you have to sign some
08:08
agreements with google guarantee and
08:10
those basically
08:12
allow for arbitration and
08:15
um no class action lawsuits and things
08:18
like this
08:19
just basically protecting themselves and
08:22
um
08:22
basically saying that if someone does
08:25
not like your
08:26
service that you will refund the price
08:28
so you have to
08:30
to abide by their policies and those
08:32
policies vary
08:34
depending on what industry it is
08:38
so there’s some fine print that you’ll
08:40
need to read just to know
08:43
if someone comes back google and says i
08:45
wasn’t happy with this service
08:47
what is the requirement on your end um
08:50
and that’s
08:52
based
08:56
and then on the business owner’s side so
08:59
i’m paying
09:01
50 a month and i’m getting
09:04
a green check mark hopefully coming up
09:06
higher in
09:08
in listings is there anything else that
09:11
we know that we’re getting
09:12
out of it right now
09:15
yeah i know there at this point that’s
09:18
pretty much it
09:19
um i mean from from a digital marketing
09:22
side of things
09:23
um i think most digital marketing owners
09:27
are a fan of this um i mean the
09:29
pay-to-play system gets rid of a lot of
09:32
garbage
09:32
uh because google historically has done
09:35
a very important
09:37
job filtering out um
09:40
inactive listings and fake scenes
09:44
um you know so there was a time when
09:45
when every seo would
09:47
uh go out there and we would get 15
09:50
listings one for every city you were
09:51
in um we would call on care
09:55
los angeles lawn care san diego lawn
09:58
care you know whatever
09:59
um every little suburb that you had and
10:01
we had tons of google my business
10:03
looking so you would show up
10:05
and these days those all just get
10:07
spinning
10:08
and google hasn’t done a good job of
10:10
actually cleaning
10:11
so there’s a lot of garbage list scenes
10:14
out there
10:15
and there’s also a lot of lead
10:16
generation type companies out there
10:18
that still have google my business
10:20
listings and they’re just not going to
10:22
pay
10:23
and go through the background check
10:25
they’re not going to make the process
10:27
of coming google guaranteed and i think
10:29
this is one of the ways that google
10:30
google’s trying to improve
10:33
the the quality of the listings that are
10:36
on google my business
10:38
interesting so so brian as we’re looking
10:40
at that uh you’re also going to get rid
10:42
of
10:44
our
10:46
go ahead oh i’m sorry there’s a bit of
10:48
delay on my end uh but right
10:50
earlier you mentioned like so basically
10:52
um
10:54
the the process here is it looks like
10:55
they may be driving some folks to
10:57
literally just
10:58
interact with the business right off of
11:00
google um almost probably similar like
11:01
facebook trying to keep everybody on
11:03
their platform
11:04
uh click to call click to quote is there
11:06
any would you mind expanding on that
11:08
what their
11:09
what you’re at least you’re envisioning
11:10
as an expert uh to happen here in the
11:12
next few months
11:14
yeah yeah so um
11:17
google’s they haven’t come out and said
11:19
it but they they
11:20
pretty much want to go as much can to
11:24
what’s a zero click
11:25
search which basically means if
11:28
i type in law care in a city that they
11:31
real situation is for you to click on
11:33
one of those local service ads or on
11:35
google my business
11:36
and you connect directly with the
11:38
company that you’re not going down and
11:40
clicking on a website
11:42
and doing research and things like that
11:44
they want
11:45
to traffic from a paid platform on
11:48
google
11:48
for you to get your business directly
11:50
from them um
11:52
that’s why there’s like if you do
11:54
certain searches there’s like these
11:55
little knowledge cards
11:57
where they basically if you ask a
11:58
question in google it’ll answer
12:01
the question in the search result
12:03
without ever having to look at the
12:04
actual website
12:06
it’s like a little snippet from a
12:07
website and so
12:09
so much information i mean you know same
12:11
thing like if you go book a flight
12:13
if you type in you know like i live in
12:15
northwest arkansas if i type in xna to
12:17
dallas
12:18
i land on american airlines or delta i
12:21
land on
12:21
google’s little search box that says you
12:23
can book an american airlines flight for
12:25
x dollars
12:26
delta for this you know whatever and
12:28
that’s the direction google’s got
12:30
they want you to do business with them
12:32
and american airlines and delta and all
12:33
these other providers are paying
12:36
for that list in their
12:39
knowledge card that they’re providing
12:41
and that’s the direction they want to go
12:47
so if we’re a service business owner at
12:49
this point brian is there certain things
12:51
if we haven’t been really engaged with
12:53
our google business listing or google my
12:55
business that we
12:56
should be doing proactively right now to
12:58
get ready for this technology shift i
13:00
know one of the
13:01
um and you actually mentioned it which
13:03
is interesting so the first time i met
13:04
jonathan patosnick of the lawn care
13:06
millionaire co
13:07
co-founder service autopilot is his uh
13:10
his lawn care business city turf when
13:11
they went in and dominated that frisco
13:13
and plano area
13:15
um in the other areas they serviced they
13:17
did just that
13:18
jonathan was intelligent enough to see
13:20
that shift in technology so they had
13:22
bought
13:23
separate landing pages for every service
13:24
and every suburb they basically had
13:26
serviced
13:27
and i i from what i remember i may be a
13:30
little off exaggerating but i believe
13:31
you had to go to the third
13:33
page of google organically to find his
13:35
next competitor
13:37
because he had built and optimized that
13:39
so much that you literally had to go two
13:40
or three pages back to even find
13:41
somebody else
13:43
obviously those days are gone but an
13:46
expert like yourself here kind of seeing
13:47
the shift like jonathan saw
13:49
the shift probably already starting to
13:50
happen what what should what should we
13:53
be doing to get a hold of that shift and
13:54
be ahead of our competitors now is there
13:55
anything we can do proactively
14:01
yeah so the biggest thing is go get
14:02
reviews that seems to be
14:05
the biggest factor that google is using
14:08
when it comes to ranking my business and
14:11
when you start looking at this paid
14:12
model
14:13
it’s the only thing google knows like
14:15
you know so citations
14:17
you know links to your website things
14:18
like that they have no control over
14:21
but reviews on their form
14:24
matter because they control them they
14:27
determine who can leave them
14:28
they they’re just they they have some
14:32
true capabilities of knowing what’s
14:35
authentic and what’s not
14:37
and they’re going to use that data over
14:39
anything else
14:40
and i mean you know google recently i
14:42
mean i say recently within the last two
14:44
years
14:45
they did away with non logged in reviews
14:48
like you used to be able to go to go
14:50
click on a business and leave a review
14:52
and not be logged into google
14:53
and those days are over you have to have
14:56
a legitimate profile on google
14:58
and you have to use that profile to
15:00
leave a review now
15:02
and so they’re basically verifying those
15:05
reviews
15:06
to people and then they’re also able to
15:07
see obviously from the ip address
15:10
where those people are that are leaving
15:12
the reviews so
15:13
um i i’m not a fan of review schemes you
15:16
know don’t go
15:17
ask your 100 lawn care buddies uh to go
15:21
leave you a review from you know all
15:23
over the united states because that’s
15:24
not going to do anything
15:26
for you you you know you want to go ask
15:28
a bunch of friends that’s fine
15:30
um you know it’s probably not within the
15:32
policies but at least they’re
15:34
local to your business and that’s what’s
15:36
going to drive those numbers
15:38
and really show that is that people that
15:40
have actually engaged with your business
15:43
in a meaningful way left you a review
15:47
and i know in the service industry it’s
15:48
hard to get people to leave your review
15:50
you have to ask that’s the bottom line
15:53
you have to send them an email you have
15:54
to send them a text you have to
15:56
ask them on the phone it’s you know a
15:58
review
15:59
is you know everyone’s been to a car
16:01
dealership and what’s the last thing
16:02
they tell you before they shake your
16:03
hand and
16:04
walk you out the door hey if i get
16:06
anything less than
16:08
10 on any of these i failed right so
16:10
they’re going to send you the review
16:11
they’re setting it up
16:13
they’re asking for that review and and a
16:15
lawn care business a cleaning company
16:17
they need to do that same thing maybe
16:19
not quite as pushy as the used car stand
16:22
but still need to ask
16:26
brian can i run an idea past you
16:30
yeah um so one thing
16:33
that i like in
16:37
like just my normal like consumer
16:39
lifestyle of interacting
16:40
with various businesses i find the way
16:44
that i
16:44
am compelled to leave a review for a
16:47
business
16:48
is when the employee that i’ve
16:50
interacted with
16:51
like specifically asks me to mention
16:53
their name
16:54
in the review because they get you know
16:56
some reward or whatever
16:58
for being mentioned is that like a
17:01
strategy
17:02
people using that you think is effective
17:05
i just know that it like always guilt me
17:06
into leaving a review
17:11
well and and so the more people that ask
17:14
the better off you are
17:16
so you know i i always find that like
17:19
cleaning companies
17:20
are and plumbers and hvacs companies
17:23
they have the easiest route
17:25
because they have someone standing
17:27
face-to-face with the customer
17:30
and you built some type relationship you
17:32
know if your air conditioner breaks and
17:34
you call someone
17:35
um there’s a personal love relationship
17:38
when that air conditioner turns on right
17:40
because it’s 100 degrees outside it’s 85
17:42
in your house and now
17:43
all of a sudden the air conditioner
17:45
works and i’ll be happy to leave your
17:46
review
17:47
because i’m going to sleep better
17:49
tonight right
17:50
so you know and the same thing with
17:52
cleaning companies you know they’re
17:53
they’re inside the house the the
17:54
homeowner went from a dirty home
17:56
into a clean home they can smell it that
17:58
kind of thing um
18:00
you know so as personal as you can make
18:02
it uh
18:03
a lot of times um we see people using
18:07
upgrades i know quality driven does that
18:10
some other platforms
18:11
take the picture of the tech and put it
18:13
on the request
18:16
so that’s one way of doing it you could
18:17
do that with a lawn mowing crew or
18:19
something like that
18:21
to where it feels more personal because
18:24
you know a lot of
18:24
especially with lawn care guys i mean
18:27
most
18:28
of their customers don’t really have
18:30
contact with the guys out in the yard
18:32
they might see the truck pull up and
18:34
a bunch of people in uniform running
18:35
around the yard and then they leave
18:38
but there’s really not much conversation
18:39
no personal relationship here
18:41
um but yeah i totally agree that the
18:44
more personal you can make the ask
18:47
the better response you’ll probably get
18:52
so brian on the flip side of that uh if
18:54
something comes up every day i just saw
18:56
another one in a private cleaning group
18:58
uh today i just got a bad review
19:01
i can’t make the person happy they’re
19:03
crazy i’ve gone
19:04
up and beyond um
19:08
has the approach to a bad review
19:11
and responding professionally um
19:14
has that has has that changed is there
19:17
certain things we can do proactively now
19:19
with google kind of filtering these to
19:20
actually protest a bad review that’s not
19:22
even legitimate
19:23
like biggest thing was um in this
19:26
facebook group which i think honestly
19:27
we saw a lot of callaghans too not on a
19:29
large scale what we saw occasionally is
19:31
people literally would get the service
19:32
done and then act like they were
19:34
literally unhappy you’d go there the job
19:35
was fine
19:36
but they basically say i’m going to give
19:37
you a bad review unless you give me a
19:38
discount or refund all my money
19:41
so so how do you handle a a legitimate
19:44
excu you know
19:44
a legitimate complaint what’s best
19:46
practice and be on the flip side what if
19:48
you got scammed by somebody you did a
19:49
great job and they’re just saying you
19:50
know what either you give me a discount
19:52
or a refund or i’m gonna i’m gonna
19:53
slander you around town is there any
19:55
recourse
19:56
right okay so i’ll deal with the uh
20:00
the first part of that you know how do
20:02
you deal with a legitimate negative
20:03
complaint
20:04
so the biggest thing um you know
20:07
business we take things very personal um
20:10
especially when someone attacks
20:12
um us our people in our business
20:15
so the first thing that i recommend is
20:18
is
20:18
a probably breathe a minute um
20:22
and then do not address the problem
20:24
online
20:25
you do not want to air your opinions
20:29
their opinions back and forth
20:31
um you want to basically stand by
20:35
your guarantee so whatever you publish
20:38
on your website whatever you talk about
20:40
when you’re signing up customers
20:42
like hey we offer 100 guarantee
20:45
sorry you had a bad experience mine you
20:48
know call the office and specifically
20:50
ask for me
20:51
and we will take care of your situation
20:53
and that does two things one
20:54
it stops the attack online and two
20:58
it tells people that are looking at
21:00
reviews making a buying decision
21:03
that this owner
21:06
may not get it right 100 of the time
21:09
but they’re absolutely going to stand
21:11
behind their work and they’re going to
21:13
address my problem
21:14
if i have one and so that i think that’s
21:17
the most important thing that you can do
21:19
online
21:19
just but don’t sit there and go well we
21:21
did this and they did this and that
21:23
because that turns into a bad bad deal
21:26
very bad deal
21:27
um and now as far as negative or or
21:31
false reviews so first of all um
21:35
i’ll address one that we see common
21:36
which is employees
21:39
um you know that so google facebook
21:43
or or i should say former employees um
21:47
they uh facebook and google
21:51
both have policies that employees cannot
21:54
leave reviews
21:55
and so all you have to do is dispute the
21:58
review
21:59
file a help desk ticket um so different
22:01
platforms have different ways of dealing
22:03
with it
22:03
you show them proof that they were an
22:05
employee and they will remove the review
22:07
um and then so the other issue becomes
22:12
the former employees friends that left
22:16
you in a negative review
22:18
those are harder to get rid of depending
22:20
on how they
22:22
how they go about leaving the review so
22:24
obviously if they
22:25
mention the employee google’s pretty
22:27
good about
22:28
going ahead and removing that review
22:30
otherwise
22:32
you can um you can dispute it you can
22:36
file a help desk ticket you can
22:38
send them a customer list and try to try
22:41
to get it off but
22:42
at the end of the day it’s the
22:44
discretion of whoever’s
22:46
behind the help desk at google and
22:47
facebook to determine whether or not
22:49
they’re going to remove that review
22:51
so you know um
22:55
you’re you’re pretty much at that mercy
22:57
i mean there’s gonna be some crap i mean
22:59
let’s face it i mean your your
23:00
competitors your former employees
23:02
um and then just upset irrational
23:05
customers
23:06
that um you know as opposed to deleting
23:09
one negative review have ten of their
23:11
friends leave you a negative review
23:13
um all concerning the same issue so
23:16
um you know it’s
23:19
it’s really just go through the process
23:21
do what you can
23:23
but the easiest solution to 10 negative
23:26
reviews is 100
23:27
positive reviews so consistently ask for
23:30
the reviews
23:31
and your numbers will be your average
23:33
will be fine
23:37
so if i’m a service business owner and
23:38
i’m looking at it uh some of the ones i
23:40
just pulled up here in my local market
23:42
just for example
23:43
uh we’ve got some that are on the high
23:45
four end uh none of them really had a
23:46
five i’ve got other ones that are a
23:48
little bit before a four
23:50
um it was interesting let me just
23:51
actually look back here i was curious
23:53
because it
23:55
so i’ve got one at a 4.7 a 4.1 i’ve got
23:57
one as low as a 3.3 with a google
24:00
guarantee is there a certain
24:01
threshold that we’re seeing that doesn’t
24:04
allow that google guarantee or are you
24:06
just paying and they’re approving
24:10
um so you know google guarantees a paid
24:11
service right
24:13
um i’m just curious is there a threshold
24:16
though
24:26
um yeah so i had seen a
24:30
i mean i’m sure there’s a point at which
24:33
google may say
24:35
nope you’re not going to be a google
24:36
guaranteed provider
24:38
um but i haven’t seen it
24:41
um you know obviously if they’re at a
24:43
3.3 that’s pretty bad rating
24:45
um you know to uh
24:49
to be to have that kind of guarantee
24:52
badge
24:53
um and and that’s why i think that
24:56
uh reviews are gonna play such a huge
24:59
part
25:00
in the google
25:03
guaranteed badge you know obviously
25:06
if you’re looking at three different
25:07
companies that have google guaranteed
25:09
badges and one has
25:10
4.8 one has four pro and point three who
25:13
are you calling
25:15
um oh yeah i was just is there is there
25:17
a is there a level that you need to play
25:18
by
25:19
i mean or if they haven’t
25:23
okay um so i guess it’s kind of a loaded
25:26
question but what would you say i mean
25:28
obviously you’re going to get some
25:28
negative reviews and all negative
25:30
reviews aren’t bad if you respond
25:31
exactly like brian’s talking about uh
25:34
where i guess as an expert seo
25:36
in different things google what are you
25:37
seeing as a
25:39
kind of like a benchmark or a threshold
25:41
like if you’re affordable like a below a
25:42
four is that are you in the danger zone
25:44
what do we need to be striving for at a
25:46
bare minimal to really
25:47
drive that traffic and that click
25:49
through
25:53
so i i feel like anything over like a
25:56
4.2
25:56
4.3 is an acceptable you know
26:00
star rating the biggest issue that i see
26:03
is
26:03
quantity um you know it’s one thing to
26:06
have
26:06
a 4.8 and have two reviews
26:10
um if you have a point your 4.6
26:14
and you know uh 150 reviews
26:18
that’s that speaks volumes um
26:21
to a potential buyer
26:26
okay and would you think that eventually
26:28
maybe that algorithm that google’s
26:29
running there may
26:30
may favor that that average it may maybe
26:33
it’s going to be smart enough say oh
26:34
there’s only two versus 100 or 200 here
26:40
right yeah if you have one review um you
26:42
you essentially haven’t done
26:44
your work i mean um i mean anyone using
26:48
service autopilot simple growth us um
26:51
you need
26:52
you’ve been in business long enough to
26:54
have more than 20 reviews
26:56
like i mean unless you’re just starting
26:58
now
27:00
um you should have more review almost
27:03
everybody i can
27:04
say you should have more reviews than
27:06
you do um
27:07
and the reason you don’t is because
27:10
you’re not asking
27:11
um you know it’s it’s just the way it is
27:14
i mean
27:14
business owners they want the reviews
27:18
but they’re not most of them aren’t
27:20
willing to put in the effort necessary
27:22
and that’s where
27:23
automations come into play and say hey
27:25
let’s let’s find a way
27:26
to automate this process to to request
27:30
rooms from customers because we have to
27:33
it going into the next five years the
27:36
foreseeable future
27:38
you have to have a good reputation
27:41
online
27:42
and i mean there’s platforms out there
27:44
that i hate
27:45
um we’ll start with yelp um but
27:49
they um you know they are um
27:52
[Music]
27:53
they’re a necessity to ranking your
27:57
website
27:57
and and gaining trust with your
27:59
customers
28:01
you just dropped a four-letter word
28:02
we’re probably gonna get censored on
28:03
that uh the y-e-l
28:06
i still have nightmares of yelp um but
28:09
yeah it definitely it
28:10
it is do you think some of this is
28:12
actually gonna play into voice search as
28:13
that starts to evolve or
28:14
is evolving
28:17
yeah i i definitely do i mean
28:20
if you look at um as much as i don’t
28:23
like that four letter word
28:25
uh that’s the review platform that apple
28:27
uses
28:28
um so just something you can hate it all
28:32
you want but
28:32
uh as long as apple’s using it as
28:34
safari’s um
28:36
primary resource it’s something that you
28:39
probably ought to at least
28:40
entertain the idea i wouldn’t pay those
28:42
people but
28:44
um but you might try to
28:47
um to at least have a decent reputation
28:51
on there
28:52
um but um yeah i mean obviously
28:55
i don’t think um reviews are are going
28:58
to get
29:00
moved out of the equation especially
29:02
with voice search because voice search
29:03
really becomes
29:05
you know if you ask siri and i’m a mute
29:08
series so she doesn’t answer me um but
29:12
um
29:13
you know if you have if you ask alex or
29:15
siri or whoever
29:16
um you know what what’s the best lawn
29:19
care company or what’s the best
29:20
cleaning company or anything like that
29:23
voice search typically
29:24
delivers one result it doesn’t it
29:27
doesn’t give you a list of here’s the
29:29
top three
29:30
lawn care companies in my market it’s
29:33
here’s
29:33
this one company and so
29:37
if if you’re if you’re asking those
29:39
types of questions
29:40
like a normal person would ask it what’s
29:43
the best
29:44
well how do you determine what the best
29:46
is most likely by the number
29:48
and star rating of a company from their
29:51
reviews
29:52
so i mean that’s that’s the logical
29:54
answer right
29:55
so um you know
29:59
that’s you know we we don’t really know
30:00
what voice is going to do
30:02
it’s kind of a new new thing new play um
30:06
the rules change with it every couple
30:07
weeks with schema markup and all kinds
30:09
of things
30:10
um but um you know it’s obviously going
30:13
to play a part
30:14
in the in the future
30:18
awesome brian well i know you’ve got a
30:19
very compressed schedule but i think the
30:21
key takeaways at least for myself
30:22
is uh google my business get in that
30:24
account dive in there
30:26
interact with it see if you actually got
30:28
an invite to play
30:29
um i from what i’m selling i’m here and
30:32
i’m sold 50 bucks a month as a game
30:34
changer let’s just do it let’s get ahead
30:36
of it
30:36
um and to drive that relevancy we need
30:38
reviews
30:40
um and positive reviews and our negative
30:42
reviews we need to follow up
30:43
in a systematic way we take the
30:45
conversation
30:46
offline but go in and reinforce in a
30:49
very non-emotional way and i’m going to
30:50
recommend a 24 to 48 hour period because
30:52
i know at least in
30:54
upstate new york snow removal if you
30:55
could turn online reviews off during the
30:57
winter you would be better off
30:58
obviously you couldn’t um but we we we
31:01
had negative reviews that
31:03
we dropped the plow too loud in the
31:04
middle of night the neighbor was
31:05
hammering us because they could hear the
31:07
plows scraping snow out well
31:09
it wasn’t even us it was a city plow so
31:11
i mean it was just
31:13
some obscene reviews that were just they
31:15
defied logic but i guess after you kind
31:17
of calm down and you got some sleep
31:19
you could go in there and at least
31:21
acknowledge your guarantee and
31:23
if it was something you did or didn’t
31:24
even do you you need to have that
31:26
conversation with that client um or even
31:28
the crazy person across the street
31:30
um but brian great advice i mean take
31:31
that offline don’t have a
31:33
a battle um on
31:36
the emotion from it write a
31:40
pretty standard negative review response
31:42
that includes taking a conversation
31:44
offline encouraging them to call in
31:46
those should all i mean it’s acknowledge
31:49
their like specific complaint if there’s
31:51
something specific
31:52
but the bulk of it you could just copy
31:54
and paste that way you don’t have to
31:56
think about it you don’t have to like
31:58
begrudgingly type out this thing that
32:00
you’re you know
32:01
angry about yeah and i like that idea
32:05
cody too because a lot of times i’d
32:06
catch myself on my phone trying to
32:08
respond to one of those in the middle of
32:09
night off sleeping two days in a row and
32:11
uh you know just frustrated and then in
32:13
in in the lack of sleep there’d end up
32:14
being a lot of typos in there and things
32:16
like that so
32:17
obviously you don’t only want to present
32:19
yourself professionally but you
32:20
grammatically you actually want to be
32:21
professional as well so i think
32:23
standardizing that script is obviously a
32:25
really really good idea
32:26
um and just some minor tweaks have
32:28
somebody proofread it send it to one of
32:30
the people that you know
32:31
have them look at it before you send it
32:32
out because the way you
32:35
interpret that because you wrote it
32:36
could be completely different than
32:37
somebody online
32:38
interpretation so uh definitely respond
32:40
but give it you know give it that 24
32:42
hour rule so
32:43
uh cody any closing thoughts questions
32:45
brian any questions
32:46
thoughts uh on google my business and
32:48
the new game
32:52
i’m i’m excited to see people get in
32:54
there and start playing with it and see
32:56
what happens
32:59
awesome well essay weekly talk show we
33:01
got martha woodward of quality driven
33:03
software coming up
33:05
next week at 1 pm eastern 12 central
33:09
brian really appreciate every time you
33:10
come on here and drop another knowledge
33:11
bomb for the essay community
33:13
uh hopefully conference season opens up
33:14
a little bit we’ll see you
33:16
come in the coming months i’m going
33:18
through uh non-travel uh withdrawal
33:20
right now or travel withdrawal
33:22
not seeing everybody in live person so
33:25
um
33:26
obviously we’re just going to keep on
33:27
doing our thing here online until we can
33:28
open it up in person so
33:30
um next week martha woodward quality
33:32
driven software right here on the sc
33:33
weekly talk show
33:34
until next week i want to thank co-host
33:36
cody owen and special guest brian
33:38
stearman of modern marketing mechanic
33:43
if you like this show you might want to
33:45
check out our resources at
33:49
www.startsimplegrowth.com
33:50
while you’re there enter to win an
33:52
estimator chat bot
33:54
mike callahan is available for private
33:56
coaching

Callahan’s Corner: Requiring Credit Cards & Pausing Service Until Cards Are On File w/ Chad Raines!

Video Transcript

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