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Callahan’s Corner: How To Get Clients To Renew Services For Next Year Early & Upsell More Services

Video Transcript

00:01
Welcome back to Callahan’s
00:03
Welcome back to Callahan’s Corner uh took a few day break
00:05
Corner uh took a few day break here uh with the holidays uh
00:07
here uh with the holidays uh but back at it, I wanted to
00:09
but back at it, I wanted to answer um a pre submitted
00:11
answer um a pre submitted question that just came through
00:13
question that just came through uh today and I think it’s a big
00:15
uh today and I think it’s a big question in everybody’s mind
00:17
question in everybody’s mind right now uh going into the
00:19
right now uh going into the fall season and how do we go
00:21
fall season and how do we go out and get our existing
00:23
out and get our existing clients, especially in the the
00:25
clients, especially in the the the Northern markets um even
00:26
the Northern markets um even some of the southern markets uh
00:28
some of the southern markets uh how do we get them to go out
00:29
how do we get them to go out and renew their services early
00:32
and renew their services early for next year in 2020. So it’s
00:33
for next year in 2020. So it’s something we’ve been talking a
00:35
something we’ve been talking a lot about at Callahan’s corner.
00:36
lot about at Callahan’s corner. so I’m gonna read. The question
00:39
so I’m gonna read. The question it kinda dive into how to
00:40
it kinda dive into how to actually go out and do this,
00:41
actually go out and do this, but um what kind of promotions
00:43
but um what kind of promotions and deals are you guys offering
00:45
and deals are you guys offering this winner to get customers to
00:47
this winner to get customers to sign up early, It’s been
00:48
sign up early, It’s been throwing a few ideas around
00:49
throwing a few ideas around like prepaid discount, but we
00:51
like prepaid discount, but we don’t wanna encourage customers
00:51
don’t wanna encourage customers to sign up but we um, but they
00:53
to sign up but we um, but they also wanna encourage customers
00:55
also wanna encourage customers to sign up for packages um
00:57
to sign up for packages um other other than they usually
00:58
other other than they usually we like we want fertilization
01:00
we like we want fertilization to sign up for fertilization
01:01
to sign up for fertilization and mowing uh what is work so
01:05
and mowing uh what is work so uh really good question and the
01:05
uh really good question and the timing is perfect. My opinion
01:08
timing is perfect. My opinion is right now. This is the time
01:10
is right now. This is the time to go out and renew your
01:12
to go out and renew your services. so if you are
01:15
services. so if you are watching live or the quarter
01:16
watching live or the quarter version make a comment on the
01:18
version make a comment on the video here and I’ll I’ll send
01:20
video here and I’ll I’ll send you a link to it. but I did a
01:21
you a link to it. but I did a webinar that broke down how to
01:24
webinar that broke down how to actually uh renew your services
01:26
actually uh renew your services and up sell additional
01:28
and up sell additional services. I’m gonna break down
01:28
services. I’m gonna break down the high level uh but if you
01:30
the high level uh but if you want some tactical information
01:31
want some tactical information make a note here in the
01:32
make a note here in the Facebook live comments and I’ll
01:33
Facebook live comments and I’ll make sure you get a copy of
01:35
make sure you get a copy of that webinar that I. Um and
01:37
that webinar that I. Um and it’s a private webinar, so it’s
01:38
it’s a private webinar, so it’s uh something that’s not in the
01:40
uh something that’s not in the general public, but first part
01:41
general public, but first part of the question. How do we get
01:43
of the question. How do we get them to renew early? Uh I’m
01:44
them to renew early? Uh I’m gonna recommend we don’t do
01:46
gonna recommend we don’t do discounts uh or prepaid
01:48
discounts uh or prepaid discounts um a lot of reasons
01:50
discounts um a lot of reasons for them. If you watch a video
01:51
for them. If you watch a video uh buy pot of the lawn care
01:53
uh buy pot of the lawn care millionaire, he breaks down the
01:55
millionaire, he breaks down the financial implications of a
01:57
financial implications of a prepaid um I’m gonna suggest is
01:58
prepaid um I’m gonna suggest is we’re gonna go through our
02:00
we’re gonna go through our marketing and create um a two
02:01
marketing and create um a two to three step renewal process
02:03
to three step renewal process that we use in my lawn care
02:04
that we use in my lawn care company, as well as with.
02:06
company, as well as with. Growth clients and that’s gonna
02:07
Growth clients and that’s gonna go out and create some um
02:10
go out and create some um urgency and scarcity and an
02:12
urgency and scarcity and an added benefit for your existing
02:14
added benefit for your existing clients. so uh we can go out
02:15
clients. so uh we can go out and basically as a renewing Vip
02:18
and basically as a renewing Vip customer um we wanna make sure
02:19
customer um we wanna make sure that we give you first chance
02:21
that we give you first chance at reserving a spot on our
02:23
at reserving a spot on our schedule. We don’t over book
02:24
schedule. We don’t over book our schedules to make sure that
02:26
our schedules to make sure that uh there’s a quality service
02:27
uh there’s a quality service and we’re not rushing through
02:30
and we’re not rushing through the jobs so this is your first
02:31
the jobs so this is your first chance as a reoccurring Vip
02:33
chance as a reoccurring Vip customer to get on our list for
02:35
customer to get on our list for next year, We save that spot to
02:37
next year, We save that spot to X amount of time. For
02:39
X amount of time. For reoccurring clients that have
02:40
reoccurring clients that have been with us before so we set a
02:43
been with us before so we set a perceived deadline of we’re
02:44
perceived deadline of we’re gonna open the schedule up to
02:46
gonna open the schedule up to everyone else. So if you wanna
02:47
everyone else. So if you wanna save your spot on the season,
02:49
save your spot on the season, there is urgency a deadline and
02:51
there is urgency a deadline and there’s scarcity. there’s only
02:52
there’s scarcity. there’s only a limited number of spots
02:54
a limited number of spots available, so that’s gonna be
02:55
available, so that’s gonna be the process of going out and
02:57
the process of going out and doing that renewal. So we set a
03:00
doing that renewal. So we set a deadline for Vip existing
03:02
deadline for Vip existing clients to um guaranteed spot
03:04
clients to um guaranteed spot back on the on the on the
03:05
back on the on the on the schedule and we’re gonna create
03:07
schedule and we’re gonna create a scarcity because we’re not
03:08
a scarcity because we’re not gonna over book our schedules.
03:09
gonna over book our schedules. We’re looking to add maybe one
03:11
We’re looking to add maybe one extra crew or two extra crew.
03:12
extra crew or two extra crew. whatever that looks like maybe
03:13
whatever that looks like maybe you’re not growing at all. But
03:15
you’re not growing at all. But we’re gonna set the urgency and
03:16
we’re gonna set the urgency and scarcity there uh this is gonna
03:19
scarcity there uh this is gonna be done through um a different
03:20
be done through um a different products of services of like
03:22
products of services of like renewal, so we’re gonna go out
03:23
renewal, so we’re gonna go out through via email text um and
03:25
through via email text um and potentially phone calls to hit
03:27
potentially phone calls to hit them in their journey. so I was
03:28
them in their journey. so I was gonna start out with the low
03:29
gonna start out with the low hanging fruit of an email and
03:31
hanging fruit of an email and then a text message all
03:33
then a text message all automated in then eventually
03:35
automated in then eventually when they hit that threshold of
03:36
when they hit that threshold of the scarcity and urgency so the
03:38
the scarcity and urgency so the deadline uh we’re gonna have a
03:39
deadline uh we’re gonna have a task for a ticket or to do
03:41
task for a ticket or to do assign to someone in your
03:42
assign to someone in your office that physically call out
03:43
office that physically call out or. If you don’t wanna make the
03:45
or. If you don’t wanna make the phone call uh we can do a thing
03:46
phone call uh we can do a thing called a ringless voicemail
03:48
called a ringless voicemail button and it’s a prerecorded
03:49
button and it’s a prerecorded message. It’s not a um a
03:51
message. It’s not a um a robocall. it be like. Hey, it’s
03:53
robocall. it be like. Hey, it’s Mike from Callahan just wanted
03:54
Mike from Callahan just wanted to reach out. um sorry, I
03:56
to reach out. um sorry, I missed you wanted to leave you
03:57
missed you wanted to leave you this voicemail uh we’ve got a
03:58
this voicemail uh we’ve got a very limited availability left
04:00
very limited availability left um in our schedule for
04:03
um in our schedule for twenty-one going in the next
04:03
twenty-one going in the next year um reaching out to you as
04:05
year um reaching out to you as an existing client and Vip is I
04:07
an existing client and Vip is I wanna reserve that spot for you
04:08
wanna reserve that spot for you So if you want to uh ensure
04:10
So if you want to uh ensure that spot, please call our
04:11
that spot, please call our office back at this number or
04:12
office back at this number or um. Set the online renewal that
04:15
um. Set the online renewal that we sent you so we’ve created an
04:16
we sent you so we’ve created an automated systematic process so
04:19
automated systematic process so um best bet is get all the ones
04:21
um best bet is get all the ones you can renewed before
04:23
you can renewed before Twenty-one starts um I’m
04:25
Twenty-one starts um I’m suggesting probably eighty to
04:27
suggesting probably eighty to 85% of your client base in the
04:28
85% of your client base in the North is what we saw um and
04:30
North is what we saw um and then we hit them again uh about
04:31
then we hit them again uh about two to 3 months before the
04:34
two to 3 months before the season ramps up again uh but
04:35
season ramps up again uh but once again, urgency and
04:36
once again, urgency and scarcity um and we wanna set
04:38
scarcity um and we wanna set those deadlines. so we’re
04:39
those deadlines. so we’re creating a process but the idea
04:41
creating a process but the idea is we wanna lock up at least
04:42
is we wanna lock up at least 8595. On our client base um now
04:46
8595. On our client base um now so we can focus on new growth
04:47
so we can focus on new growth and see a real good idea how
04:49
and see a real good idea how many people are actually gonna
04:51
many people are actually gonna cancel before we go into next
04:52
cancel before we go into next year, so we can take our turn
04:54
year, so we can take our turn or cancellation and build that
04:56
or cancellation and build that into our new sales goals. So if
04:58
into our new sales goals. So if we’re looking at 100 new
04:59
we’re looking at 100 new clients this year um and we
05:01
clients this year um and we lose twenty, we really need to
05:03
lose twenty, we really need to add 120 to actually fix the
05:05
add 120 to actually fix the cancellation and the new growth
05:07
cancellation and the new growth goal per service and that’s
05:08
goal per service and that’s gonna give you some insight. So
05:10
gonna give you some insight. So that’s the renewal process. I
05:11
that’s the renewal process. I would highly recommend unless
05:13
would highly recommend unless it’s a cash flow issue. you
05:14
it’s a cash flow issue. you absolutely need that cash to
05:15
absolutely need that cash to buy, say fertilization
05:17
buy, say fertilization materials and things like that.
05:17
materials and things like that. um I would not. But if you’re
05:20
um I would not. But if you’re doing job costing reports and
05:21
doing job costing reports and you’re making your hourly goal
05:23
you’re making your hourly goal and your hourly goal is $60 and
05:26
and your hourly goal is $60 and higher per man hour if you hit
05:27
higher per man hour if you hit that threshold, what you can do
05:29
that threshold, what you can do is literally say um another way
05:31
is literally say um another way of I’ve seen it done with some
05:33
of I’ve seen it done with some successes if you renew before
05:35
successes if you renew before this time um there is the
05:38
this time um there is the ability to avoid a 3% increase
05:41
ability to avoid a 3% increase for the following year. So once
05:42
for the following year. So once again, it’s another scarcity
05:43
again, it’s another scarcity urgency play there um but I
05:45
urgency play there um but I don’t recommend raising the
05:46
don’t recommend raising the prices across the board, but
05:47
prices across the board, but that is a play to create some
05:50
that is a play to create some urgency to avoid that the the
05:51
urgency to avoid that the the late price increase. And then
05:54
late price increase. And then uh the second part of the
05:55
uh the second part of the question was how do we go out
05:57
question was how do we go out and up sell ancillary services
05:59
and up sell ancillary services so uh if you have been in any
06:01
so uh if you have been in any of the Facebook groups that
06:02
of the Facebook groups that we’re in um from the simple
06:03
we’re in um from the simple growth uh up-sell, we’re seeing
06:06
growth uh up-sell, we’re seeing our up sells that we run
06:08
our up sells that we run between five and eight times a
06:09
between five and eight times a year, just like we did in my
06:10
year, just like we did in my company when we send out the up
06:12
company when we send out the up sell notification um just like
06:15
sell notification um just like the generally asked asked and
06:17
the generally asked asked and said, Hey, how could if I’ve
06:18
said, Hey, how could if I’ve got all my fertilizing
06:20
got all my fertilizing customers and I wanna up-sell
06:20
customers and I wanna up-sell mowing or mowing. To
06:22
mowing or mowing. To fertilizing the up goes out to
06:24
fertilizing the up goes out to everybody in the system that
06:25
everybody in the system that doesn’t have the service
06:26
doesn’t have the service doesn’t have an estimate of
06:27
doesn’t have an estimate of progress um or doesn’t have
06:29
progress um or doesn’t have something scheduled like on a
06:30
something scheduled like on a waiting list um and we’re
06:32
waiting list um and we’re seeing anywhere from like sixty
06:33
seeing anywhere from like sixty to eighty uh asset request in
06:35
to eighty uh asset request in four to 6 hours. it’s insane um
06:38
four to 6 hours. it’s insane um but that is the process there.
06:39
but that is the process there. so you wanna go in the webinar.
06:42
so you wanna go in the webinar. I talk about this. so if you
06:43
I talk about this. so if you you’re watching this live or
06:44
you’re watching this live or recorded, put your put a
06:45
recorded, put your put a comment in there and I’ll make
06:46
comment in there and I’ll make sure you get the webinar link
06:47
sure you get the webinar link uh the private webinar I did
06:49
uh the private webinar I did talk about this process and
06:50
talk about this process and we’re. Is um folks are selling
06:55
we’re. Is um folks are selling 100. 150, sometimes 200 mulch
06:57
100. 150, sometimes 200 mulch jobs, or additional maybe 100
06:59
jobs, or additional maybe 100 mowing jobs on this up-sell
07:01
mowing jobs on this up-sell process, but it’s segmenting
07:02
process, but it’s segmenting your database based on who has
07:03
your database based on who has the service who doesn’t who’s
07:05
the service who doesn’t who’s cancelled and who has a lost
07:06
cancelled and who has a lost estimate and then the automated
07:09
estimate and then the automated up sell goes out and works at
07:11
up sell goes out and works at when the time it happens. I’m
07:12
when the time it happens. I’m recommending between five
07:14
recommending between five probably eight up sells
07:15
probably eight up sells stretched out throughout the
07:16
stretched out throughout the year based on the timing of the
07:17
year based on the timing of the season um going in the holiday
07:19
season um going in the holiday lights, it’s a little on the
07:20
lights, it’s a little on the late end uh but most of our
07:20
late end uh but most of our clients the. Use the silver
07:22
clients the. Use the silver growth Automations to upsell
07:24
growth Automations to upsell their holiday lights uh within
07:26
their holiday lights uh within the last month um and now their
07:28
the last month um and now their schedules are already fully
07:30
schedules are already fully booked to capacity. so if
07:31
booked to capacity. so if you’re looking to up sell those
07:32
you’re looking to up sell those services segment your database
07:35
services segment your database and go out and see who has the
07:37
and go out and see who has the service who doesn’t if there’s
07:38
service who doesn’t if there’s an estimate in play and if it’s
07:39
an estimate in play and if it’s a cancer or lost uh lead on
07:41
a cancer or lost uh lead on that estimate as well um or if
07:43
that estimate as well um or if you if you want it done for
07:44
you if you want it done for you. Um you know, drop me a
07:46
you. Um you know, drop me a private message. We can show
07:47
private message. We can show you how we do that at simple
07:48
you how we do that at simple growth, but I mean it’s the
07:49
growth, but I mean it’s the results have been uh very
07:49
results have been uh very similar. We had my. Uh when we
07:52
similar. We had my. Uh when we originally called those service
07:54
originally called those service automations, but those sells um
07:56
automations, but those sells um are driving well over 100 new
07:58
are driving well over 100 new estimate um per service for the
08:01
estimate um per service for the clients that we’re working with
08:02
clients that we’re working with uh very similar results we saw
08:03
uh very similar results we saw in my own company so comments
08:05
in my own company so comments or questions drop below.
08:06
or questions drop below. Hopefully that answers your
08:07
Hopefully that answers your question though scarcity
08:09
question though scarcity urgency to force that renewal
08:12
urgency to force that renewal early with an automated
08:13
early with an automated process, we omni-channel
08:15
process, we omni-channel marketing. Uh it’s a new term
08:16
marketing. Uh it’s a new term that we’re gonna be using a lot
08:17
that we’re gonna be using a lot omni-channel marketing that’s
08:19
omni-channel marketing that’s gonna be going over, email text
08:20
gonna be going over, email text and phone calls and Facebook
08:22
and phone calls and Facebook messenger so we’re going
08:23
messenger so we’re going different channels to. Get them
08:24
different channels to. Get them to renew um and and then hit a
08:28
to renew um and and then hit a certain threshold before that
08:30
certain threshold before that deadline of opening the
08:31
deadline of opening the schedule up to the general
08:33
schedule up to the general public, we’re gonna be making a
08:33
public, we’re gonna be making a phone call or ringless
08:35
phone call or ringless voicemail and then we’re gonna
08:36
voicemail and then we’re gonna systematically create five to
08:38
systematically create five to eight up sells throughout the
08:39
eight up sells throughout the year. hopefully automated so
08:40
year. hopefully automated so when it should happen, it
08:41
when it should happen, it happens without you having to
08:42
happens without you having to do it. traditionally, it’s the
08:44
do it. traditionally, it’s the busy time of year and we forget
08:45
busy time of year and we forget to forget to do the up sells
08:46
to forget to do the up sells are too busy to do the up sell
08:48
are too busy to do the up sell now it’s set on a pilot it hits
08:50
now it’s set on a pilot it hits June 15th or whatever that is
08:52
June 15th or whatever that is and that automatic. Process
08:54
and that automatic. Process happened um ends up in your
08:55
happened um ends up in your email inbox and you just work
08:58
email inbox and you just work that with so comment questions
08:59
that with so comment questions drop below Callahan’s corner
09:00
drop below Callahan’s corner Ask the questions we answered
09:01
Ask the questions we answered live right here on Facebook.
09:03
live right here on Facebook. We’ll see you again tomorrow
English (United States) – Callahan’s Corner: How to get clients to renew services for next year early & up sell more services

SimpleGrowth Chat: Capture Phone Numbers

Video Transcript

00:00
Hi guys. Okay. So part of simple growth chat. We wanna
00:03
get you the tools that you need to get people in your lead
00:06
funnel and so last week we talked about getting an email
00:10
because email marketing is not done. It’s those touch points
00:14
that um this is kinda like kinda of planting seeds over
00:17
and over like Oh, I just got an email from simple growth and
00:20
it’s so it’s really um kind of a static thing and actually
00:24
people I found with covet is that emails even had a little
00:27
bit of a resurgent. But what is the future? The future is um
00:31
ofs marketing. A couple things about text marketing you need
00:34
to be respectful as a platform. It’s not like email marketing
00:37
where you could, you could send an email every day. I wouldn’t
00:40
recommend it. um always you know like everyday for full
00:44
year. No so with text marketing, you know it’s maybe
00:48
like more of a once a week once a month, but it’s really
00:52
valuable because people you know what is open right now the
00:55
text you get a text. You gotta open it. It’s I don’t have to
00:58
so part of our chat is that we capture phone numbers really
01:01
simply and. If they come into our messenger to capture them,
01:05
their phone number automatically populates, which
01:08
is even easier. It’s basically touching a button. So let’s
01:11
look at the screen here. see how we’re asking what is the
01:13
best number and I just capture the number here and now we have
01:18
their phone number and then we move into the email. So you
01:22
know the nice thing is that we’re not just capturing. We’re
01:25
not gonna focus your marketing on just email. We’re not gonna
01:29
focus your email or your marketing just on text or
01:31
messenger. It’s that Amy Channel approach. But one of
01:35
the keys with the channel approach is to not leave out SM
01:38
marketing because it’s really um getting what we see is that
01:42
it’s getting larger and larger that people are using this to
01:46
get people in their funnel to convert people in their funnel.

Using Facebook Comments for Lead Gen

Video Transcript

00:00
Okay. So what else can you do with your simple simple growth
00:03
chat One of the things that we really believe when we’re with
00:06
our chat is that you’re doing social for a reason right like
00:09
everyone’s telling you do social media do organic organic
00:12
content videos posting. But where is that going right?
00:17
because always when we’re doing any sort of marketing. The goal
00:19
is always to get a lead to get a new, you know someone in our
00:23
funnel well, if you’re just doing social posting of course
00:26
that that’s very valuable because it’s leaving you know
00:29
it’s leaving those bread crumbs. So I remember and think
00:31
of you like let’s amp that up and let’s take that to. When
00:35
they’re engaging with you, we’re gonna start a
00:37
conversation so we can move them down the lead funnel
00:40
quicker. so one of the really important tools that we have in
00:43
simple growth chat is the Facebook comment tool and the
00:46
way it works is the first time somebody comments on one of
00:49
your post. They are brought into your messenger and it’s
00:52
nothing aggressive. It’s just hey, thanks for being an active
00:55
part of our community. Would you like to see what else we
00:57
have going on and we take them to the main menu. So um the key
01:02
really is that if you think about it, we’re taking those
01:05
social that social work you’re doing the posting the live
01:08
videos and it’s you. Helping you have the tools to um create
01:14
content that’s gonna get people to interact and once they
01:17
interact, then we’re gonna um we’re going to send them a
01:20
message and say thanks for being part of our community. So
01:23
let’s look at that. Let’s try that out. so I’m just gonna
01:27
pick any post. Let’s say someone says this is cool.
01:36
Then what’s gonna happen is we’ll go over to my messenger
01:40
and you’ll see that I got a post on the page saying thanks
01:42
for being part of the community. Okay. So now we’re
01:45
over in messenger and you can see the simple growth chat sent
01:48
me a message. Hey Jennifer Thanks for being an active part
01:50
of our community. Would you like to see what else we have
01:53
going on and it’s gonna take you to the main menu in your
01:56
simple growth chat. Um so this is our development chat for
02:00
people in our group, but yours will be used to like your
02:03
social profiles. Get a quote things like that. um so we’re
02:06
gonna summarize. Really, the key is we don’t ever wanna lose
02:10
the opportunity to talk to somebody because that’s what’s
02:13
gonna create more leads. So if they’re gonna take the time to
02:16
comment on your Facebook post, let’s start that conversation
02:19
and let’s not be aggressive cuz that’s not how a conversation
02:21
would go right, but we wanted to start laying the table so
02:25
that you can move them down your lead. funnel. Okay. Thanks
02:28
have a great day.

SimpleGrowth Chat Capture Emails

Video Transcript

00:00
important part of the simple growth chat
00:01
is to help you develop
00:03
an omni channel marketing approach
00:06
and an omni channel sales approach so
00:08
that your driving leads into your
00:10
simple growth chat from all the places
00:13
and so today i wanted to show you how
00:15
easy
00:16
it is to capture email because no matter
00:18
what you hear email is not dead
00:20
and it is an important part of your
00:22
omni-channel marketing approach and on
00:24
your channel sales approach
00:26
and the the thing is people don’t want
00:29
to be typing in their email right we’ve
00:30
made it difficult in a way to capture
00:32
email because like
00:33
are not difficult but like oh before you
00:35
see this you have to give me your email
00:37
and it’s such an affront and then when
00:39
we capture it in simple girls chat it’s
00:41
just
00:42
um all they have to do is click a button
00:44
and accept their new email if they want
00:46
to change it they can write a different
00:47
one in
00:48
um and then from there you know we can
00:50
build out a marketing and omni channel
00:52
marketing plan into your chatbot
00:54
so let’s try it out and see what it
00:56
looks like okay so
01:01
let me preview it here
01:04
so this is going to go directly into
01:06
their messenger
01:11
and they’re going to get a message
01:20
there we go okay so it’s just going to
01:23
ask
01:25
what is the best email to send daily
01:26
reminders now
01:28
with this chat in the email they can do
01:30
one or two things they
01:31
if this look email looks good they can
01:33
click it if they want to do a different
01:35
email
01:35
they can write it in so first i’ll show
01:37
you how it looks like if they just click
01:39
it like yep that looks good
01:42
and there we go we’ve captured it now
01:44
let’s try that once again and i want to
01:46
show you if
01:46
i first of all if they put in a wrong
01:48
email like they want to put in something
01:50
fake
01:51
so let’s say they just go
01:55
so our assistant’s going to know that
01:56
that’s not an email so it’s going to
01:58
back out like
01:59
we need your email the other thing then
02:01
let’s say
02:02
i want to put something else in so let’s
02:04
just say
02:09
and then we put that in now it’s going
02:12
to capture it
02:13
so it’s really simple the way that we
02:15
are capturing oh then i want to show you
02:16
so then you come over to my profile
02:19
and my image information has been
02:21
captured my email
02:23
and all the other stuff but it says
02:25
there’s my email
02:26
and what we do then is take your email
02:28
and we can
02:29
sync that into your crm so we can sync
02:32
that into um
02:34
your uh
02:37
we can caption to your gmail i send it
02:41
to a google
02:42
sheet and you can download it from there
02:45
so really the key is
02:46
what what is the goal here the goal is
02:48
to make simple growth chat the place
02:50
where you are it’s kind of the hub of
02:52
your omni channel marketing your omni
02:53
channel sales
02:54
and to do that we need to capture other
02:56
information right so we need to capture
02:58
their email their phone number
03:00
and today i just want to show you how
03:01
easy it is to capture their email
03:03
and they have one or two options just
03:04
click a button if it’s right put in a
03:06
different email
03:07
and then that kind of is captured to
03:09
their profile where we can do all
03:11
different things with it
03:12
thanks

Top 10 Questions You Should Ask Off Guest Chat

Video Transcript

00:00
hey guys let’s try this again okay
00:03
one of the questions that we get from
00:05
people is
00:07
how do i get rid of the guest guest mode
00:09
on our website
00:10
so for example if you go to the website
00:12
here you know you can continue with
00:14
jennifer which takes some them into
00:15
messenger but some people don’t want
00:16
guest mode
00:17
um and i think some people maybe feel
00:20
like people are just snooping around and
00:21
they want to know who’s on their site
00:23
whatever so if you want to keep get of
00:25
crap get rid of guest mode what you need
00:27
to do
00:28
is come to your facebook page so if you
00:31
go back to our page here
00:33
you’re going to scroll down to settings
00:34
i have a new format so
00:36
this is how you’ll do the new format you
00:37
click on settings
00:39
click on messenger then you’re going to
00:42
scroll down
00:43
and where it says add web messenger to
00:45
your website you’ll click get started
00:48
and you’d go to next and then you would
00:52
turn guest chat off
00:53
and so then you would just like if you
00:55
should look here i’ll probably show it
00:57
but i want it on and actually i’m just
00:59
going to close this because we have it
01:00
on our site already
01:02
what i’ve noticed is not all pages have
01:05
this add to your website
01:07
and so if you don’t have this add to
01:09
your website
01:10
you might want to reach out to facebook
01:12
then and ask them if you can get that
01:14
just you can turn off guest mode because
01:16
we
01:16
can’t do that you know from our platform
01:19
if the web chat is
01:20
on your website the guest mode is really
01:22
the feature
01:23
through facebook she would turn it off
01:25
there all right so let’s summarize
01:27
you’re going to come to your facebook
01:29
page you’re going to scroll down to
01:30
settings
01:32
you’re going to go down to
01:36
over here to messaging you’ll scroll
01:38
down
01:39
you’ll click on where it says add to
01:41
messenger you click get started
01:43
you’ll go to next you’ll turn it off and
01:46
you’ll hit next
01:48
i mean i personally like having the
01:49
guest mode on i think it adds to
01:51
a lot of conversions because some people
01:54
just want to know what
01:56
pop potential price is and then if they
01:58
like it then they’ll tell you who they
02:00
are
02:00
um but if they’re just kind of looking
02:02
around at different places or prices
02:03
they may not want to tell you who they
02:04
are
02:05
but anyways if you want to turn it off
02:06
that’s how you do it

SA Weekly Talk Show: The New Way Of Winning Clients – 2021 Success w/ Jennifer Sloan

Video Transcript

00:00
You’re listening to the simple growth podcast the show that
00:03
helps business owners get their life back. Here’s your host
00:07
Mike Callahan. Welcome back to the weekly talk show Take
00:12
number two technical difficulties. It is uh mid
00:15
coveted kiddos on the internet and just destroying the
00:18
bandwidth here at the home office. so uh appreciate
00:21
everybody and it is the second time around. Um I’m just gonna
00:26
check on the other screen here to make sure if you’re watching
00:29
live, you’re not staring at a blue screen and we’re gonna
00:31
jump right into this. so uh looks like we are. In good
00:35
shape here so I wanna welcome Jen from the simple girl team.
00:38
Um we’re gonna be talking all things conversational marketing
00:41
the things you need to be doing to winning your new clients um
00:45
business in 2021 and if you joined us on SA Thrive Service
00:50
Autopilot virtual conference um my talk was based around those
00:57
things starting conversations and going out and um creating
01:02
new sales. So Jen is the expert all things bots conversational
01:05
marketing omni-channel marketing. A whole bunch of
01:08
other things that we’re gonna be diving into here in the next
01:10
half hour, but if you’re looking for success in 21, grab
01:15
a pen and paper make sure you watch the replay. This is going
01:18
to be instrumental for your success. um and if you did see
01:22
my talk essay thrive, this is going to piggy back on that and
01:25
actually dive into how to really take the five steps that
01:28
I can talk about how to execute bots in your business this year
01:31
and really dive into the nitty gritty so um other things. We
01:37
wanna kinda tie back is some of a recap of SA thrive as well.
01:41
Uh if you saw the keynote speaker Marcus Sheridan of the
01:44
sales line and they ask you answer. Marcus talked about how
01:48
video played a huge role in his business, pre Coven and now how
01:52
they shift in river pools and spas and all the other
01:55
businesses consulting. Uh video is going to be the instrumental
01:58
way to go out and make a personal but remote
02:02
conversations. you can see the body language. we can create
02:05
some rapport. we can create this virtual. And hopefully go
02:08
out and create estimates and close sales over videos. So
02:11
we’re gonna tell you how we can use video in.
02:18
Um right off the bat, I know we’ve got some limited time
02:22
Omni-channel marketing. What is it? Um what are we diving into
02:27
it? Sounds scary. Um
02:31
so omni-channel marketing is really marketing to reach
02:36
people where they’re at you know we used to have like like
02:39
email marketing or you know, maybe just like marketing on TV
02:43
or newspapers, but really what we’re realizing is that you
02:47
need to market to people where they are and so it’s omni
02:50
channel because some people wanna be marketed to and we’ll
02:52
you know and engage with you on email. And we do still believe
02:56
in email. we get good results of that too. Some people are
02:59
gonna go to your website and they wanna meet you in
03:01
conversations there. Some are gonna do it through texting
03:04
some are gonna do it through messenger. Some are gonna do it
03:06
from your social platforms and so really when you look at all
03:10
those together, it’s kind of Omni channel and the main goal
03:13
of omni-channel marketing is to meet your clients not dragging
03:17
them where you want them to be. join my email list or go to my
03:21
website. you know wherever they are. That’s where we want you
03:24
to be. Love it so we’ve got these different channels where
03:28
people are having these conversations. um I’m assuming
03:32
best practices. Continue the conversation where they enter
03:35
um and continue that conversation. so you’re talking
03:39
about text messaging. Email messenger. Um what are the
03:43
different entry points like if so we’re talking about all
03:45
these different channels. We’re having communications if you’re
03:48
using uh a bot or messenger bot in this conversational
03:52
marketing um where all the places that we’re. The most
03:57
success with our clients as a certified adviser that they’re
04:00
actually entering these different sales funnels. So
04:03
there’s so many different places. okay, let’s start with
04:06
the website. so you have a chat on your website and the nice
04:09
thing about the chats that are on your website and they’re not
04:11
just only conversation. you can give somebody an estimate so
04:15
when they’re thinking at 11 o’clock at night, like oh my
04:18
house, I wanna start getting it clean and overwhelmed. They can
04:21
go right into your website and get an estimate. so it’s multi
04:24
functional right there so they can come in on your website
04:27
they could come in from Facebook page. Let’s say you’re
04:30
doing really good and you’re doing social postings and.
04:33
Video If they comment on one of those Facebook post or one of
04:36
those Facebook videos, we can bring them into your messenger
04:39
and into your channel marketing. Um we can do paid
04:43
advertising from Facebook and bring them directly into your
04:46
messenger. so you think about if you’re spending money for
04:49
ads, you don’t wanna just kinda have you wanna capture them for
04:53
sure where we’re taking um people’s Facebook ads. We’re
04:56
running them into messenger um they can come in through
04:58
texting. So like one of our clients has those flyers and on
05:03
the flyer. it’s like. This number to text the word quote
05:06
to this number and they can come in for like a termite,
05:09
quote or a cleaning quote or any kind of lawn care they can
05:13
come in through a scan code. So if you’re doing like newspaper
05:16
advertising, you know how we get them off the paper into
05:19
your conversation with you the scan code right there like we
05:23
all know how to use a scan code right. That’s one thing it did
05:27
before you know 9 months ago, people likes now everyone knows
05:31
another way they can come in a really valuable. Another entry
05:35
point is the ur um so you can put this ur on your email
05:38
signature. You could put the ur on your YouTube channel. You
05:42
can put the ur on LinkedIn. So really there isn’t a channel
05:46
that you’re you think that we can’t directly link people
05:48
right back into your conversation. I love it. so
05:52
it’s it’s just and that was one of the biggest questions that I
05:54
think that came out of the conversation that I had at
05:57
thrive was like. Hey Mike. Well, you Know. II may have a
06:00
lot of website traffic. I may have a lot of Facebook traffic
06:03
um in my market is different. It’s. Probably not gonna work
06:06
in my market because more people come from here or there,
06:09
but if I’m understanding you correctly Jen it really your
06:12
market doesn’t matter people are people and um a messenger
06:16
bot or a bot uh depending on its functionality is gonna be
06:19
able to go through each different type of channel and
06:21
once they come in through those different entry points. now the
06:24
conversation, um it’s kinda standardized. um I’d like to
06:28
use the analogy of like a choose your own adventure as
06:30
you’re a kid um, but it’s kind of picking your own adventure.
06:33
So what uh if you’re coming in. The lawn care industry you can
06:36
go in and the bot can have a natural conversation. If you
06:39
and I were talking on the phone for a lawn, mowing estimate and
06:43
the bots gonna ask some qualifying questions so we can
06:45
go in and say hey, um what’s your address? What’s the zip
06:48
code? Well, the bot can go in and say, okay. Here’s the all
06:51
the zip codes in your service area. Okay, you qualify. Let’s
06:55
have the rest of the conversation based on you being
06:57
in my service area or you can say, Oh, hey Jen.
07:00
Unfortunately, it looks like you’re not in my service area,
07:02
but would you be interested in staying in our? So when we
07:05
expand to your area, we can we can contact you um, but those
07:09
are the things is like conversational marketing in my
07:12
opinion in my business, it’s been most beneficial is um it’s
07:16
not looking to replace people on your team. What it really is
07:19
trying to do is buy back time, avoiding those uh repetitive
07:24
and tedious task as business owners at least myself. I hate
07:26
babysitting those for my team doing em now the bot doesn’t
07:29
and now we’re getting the most qualified and hottest leads to
07:33
your sales team. So a great another great example is maybe
07:37
during the holiday season. If you own a cleaning company and
07:41
somebody’s looking for a one-time clean and they’re
07:44
having a party tomorrow and they need that cleaning done
07:46
today or tomorrow morning. Well. if you don’t have that
07:49
schedule capability, the bot potentially could weed them out
07:53
or at least ask some qualifying questions before it got to your
07:56
office person who jumped in this live person, saying Hey,
07:58
uh we’d love to help you and unfortunately we’re booked out
08:02
for a week and a half. so we’re we’re eliminating um the
08:05
unneeded steps and we’re qualifying those people. so I’d
08:08
love the fact that you mentioned all the different
08:09
areas that can come in. And now we’re having a personal
08:12
conversation like a choose your own adventure based on a
08:14
different input and we’re just kinda we’re chatting back and
08:17
forth having a natural conversation. So um let’s get
08:21
let’s let’s be serious. What’s at the heart of a sales process
08:24
is a conversation going right back to the days of bartering
08:28
and that’s what this bot um would be doing if you implement
08:31
conversational marketing in um the fold for Twenty-one and I’m
08:35
gonna recommend that you really you need to um because with
08:38
covet um and a lot of states are starting to. Down for the
08:41
first time, believe it or not um that’s something that a lot
08:44
of our clients of simple growth have already experienced and
08:47
they realize that people are starting to not want them in
08:49
their home for an estimate or in their yard for an estimate.
08:52
So let’s have that conversation in real time when they’re ready
08:56
to buy now, um Jen, I know you’ve worked with probably
09:00
well over 100 simple growth clients with bots um and people
09:04
are kinda looking at this all sounds great um but what if I
09:09
don’t. Want a person or I don’t have the ability for a person
09:12
to hop in so maybe from five, you know 5 PM to 7 AM No one’s
09:17
there to answer. Can the bot still at least do the core
09:21
functionality and some more in the off hours or if you’re
09:24
maybe a solo entrepreneur out there mowing and fertilizing
09:26
you don’t have the ability to interact with the bot during
09:28
the day every minute um what’s that look like you know and
09:34
that’s really one of the things. and when so when people
09:37
come in, you know we. Want you to talk to the channel they’re
09:40
in, but we also wanna find out what other channels are the
09:43
opportunity to talk to them. So we also capture their email and
09:46
their phone number. So let’s say somebody came to your
09:48
website um over the weekend and they got all the way through a
09:52
quote and this is great. We’ll have somebody get a hold of
09:54
you. so we’re letting you know somebody comes in at one in the
09:57
morning. They probably understand that you’re not in
09:59
the office right now, but what happens is that you get
10:02
notified um that there’s somebody who has an estimate
10:05
that they could want the next step and what you can do like
10:08
let’s say it’s my. What I we really recommend best practice
10:11
is that one of the first things that Monday is that you go into
10:14
your um simple girls chat and you look at who came in and
10:18
what quotes and let’s say I came in through the website. So
10:21
then you can either message me through messenger or if I came
10:25
in through the website and I said, I was a guest. you have
10:27
their email and their phone number and you can send off a
10:30
quote. We find like our most. some of our most successful
10:34
bots are people who on Monday. The first thing is they come
10:37
in. They. this person came through. We had their. you know
10:40
their address or their email their phone. They send off a
10:43
quote and then. People just accept it, and so it’s kinda
10:46
like what you’re talking about. Mike that people don’t
10:49
necessarily want the one you know in person with in that. So
10:52
this. if you think about that transaction somebody went on a
10:55
Friday or Saturday, they went on the website. They got a
10:57
quote and they did it as a guest. One of the great things
11:01
about our chat is that you can do it in messenger or just as a
11:04
guest and so the person did as a guest. We got all the
11:08
information the client came in and they sent out their email.
11:11
Here’s your quote. She didn’t even say, Would you like more
11:13
information she. Here’s your quote. they took it, They’re
11:16
client, but think about how simple that was and so it’s
11:20
really important that when you’re using your messenger
11:23
that when you can so if you’re an office hours that you are
11:27
engaging right away or as soon as possible. but if you are
11:30
that solar entrepreneur or it’s on the weekend, we capture all
11:34
the tools you need to convert at the you know in your office,
11:37
it’s appropriate time and I love the fact that you
11:40
mentioned so we’re constantly capturing you can come in as a
11:43
known individual or a guest, so it takes some of the risk out
11:47
of that as well and when they’re comfortable so if.
11:50
Building your own bots, I know this is the way we built it for
11:52
our clients is we’re going in systematic when it’s the
11:55
appropriate time in the conversation. we’re asking for
11:58
their first name last name. If we don’t have it from
12:00
messenger, we’re asking for their address. We’re asking for
12:03
the phone number. we’re asking for their email cuz once again
12:06
we wanna take that omni-channel approach. so what we’re gonna
12:10
do is when we grab those contacts. We’re gonna sync them
12:13
automatically with service Autopilot. So if you come in
12:15
Monday morning, um we’re gonna have a sync that automatically.
12:19
In the service, Autopilot with a lead um and potentially if
12:22
you’re tying automations, we could be having a ticket which
12:26
used to be a to do in service Autopilot assigned to a role
12:29
ACs customer service rapper salesperson or particular
12:32
persons. We create that accountability Monday you go
12:35
into your tickets used to be to do and you work that list. So
12:38
now that data entry and all the manual task of getting them in
12:41
with duplicate checking is avoided. We’ve got an essay.
12:45
We’re gonna work that lead or now that client that
12:47
potentially signed up. So that right there is a huge benefit
12:52
um but something I really didn’t talk about at essay
12:56
thrive is there’s really three or four types of traffic and um
13:02
we’re seeing this a lot as we grew my business at Callahan’s
13:04
lawn care even now it’s simple growth. Um the main couple
13:08
types of traffic are gonna be the traffic that you buy so you
13:11
go out and acquire a list um which is gonna be pretty tough
13:14
in a service business. But if you did buy a list, it’s
13:17
probably got some really bad emails and. Bad day and you’re
13:20
gonna get some spam complaints so I’m gonna I’m gonna warn
13:22
probably against that. Um there’s traffic that you borrow
13:27
and that’s gonna be your basically your YouTube or your
13:30
Facebook or Instagram you are at the will of those social
13:34
platforms. so yes they maybe um on your list, but you are
13:40
technically borrowing the access to those people just
13:43
like I wanna say what’s up to Krista says. Sign me up um but
13:47
yeah, Kristen is on my list and um but if I if. Get the
13:52
perpetual slap from Facebook. I no longer have on my list to be
13:56
able to retarget market through custom audiences and pixels. so
14:00
the algorithm changes and shifts between Google, Facebook
14:03
and YouTube. Those are borrowed list. They may feel like you
14:06
own them, but you don’t you’re borrowing them from the social
14:09
media platforms. So you’ve got butt list. You got borrowed
14:13
traffic, but the one thing we didn’t talk about is the
14:16
traffic you own and that is where the value is. so if
14:20
you’re setting up the. Yourself or using one of the bots that
14:24
we build out a simple growth as a certified adviser, We are
14:27
taking the information from Messenger that came from your
14:31
website um all over the place QR codes uh Instagram Facebook
14:36
Google wherever that is, and we’re taking the traffic that
14:39
you are borrowing and we’re converting it through a sync
14:43
with duplicate checking in essay and now we’re building a
14:46
list that you own and I will tell you when you go to grow
14:48
and scale a business and eventually celibate. One of the
14:52
valuations of your business is the traffic that you own or the
14:57
people you own. That is a an asset that you’ve built. um,
15:01
I’m not gonna get in the actual equations of how much dollar
15:04
per dollar per contact you should have a good and Roi.
15:07
That’s probably another good Facebook video that we can dive
15:09
into, but the whole thing that I’m I’m talking about here is
15:11
we wanna alleviate the double entry? We wanna do duplicate
15:14
checking and we wanna take that traffic that you’re either
15:16
buying which I’m not gonna suggest doing it in a service
15:19
business, but the traffic that you’re. We wanna convert that
15:22
in your system so you own it because what happens come
15:26
January February right before the sale season of lawn care
15:28
season and algorithm changes in Facebook or YouTube or Google,
15:33
and we saw that a little bit already because in Google, they
15:36
have the top three uh pervert service providers. and when you
15:40
click on that, it’s next to impossible basically impossible
15:44
to get to your company’s website so that algorithm shift
15:47
and that buying habit shift that Google forced. Minimize
15:51
the ability for your Seo to rank higher than those so
15:55
Google basically said. We wanna control this again, so you have
15:58
to pay to play and be Google certified as a service
16:00
business. so that basically the traffic that you’re borrowing
16:04
from Google really hurt a lot of service. so my advice is get
16:08
ahead of that. next algorithm change create a bot with a sync
16:10
with service autopilot and own your own traffic, and that’s a
16:14
valuable ad that you’re building um so going on to this
16:18
now that we’ve got them in. We’ve got them into our system.
16:21
How do we have this conversation? um is there
16:24
certain tips or tricks that you’ve seen? With probably
16:27
well, you know hundreds of people at this point um what is
16:31
the best way to have this conversation inside a bot
16:33
whether it’s messenger or stand alone bot on your website. so
16:38
the best way is I think is so the nice thing about when
16:42
you’re using the messenger and the chances that we have is
16:45
that you can talk to people where they are is that
16:48
omni-channel conversation, so it’s not even excuse me. It’s
16:51
not omni-channel marketing. it moves to omni channel
16:54
conversation. So let’s say I got a flyer and I came in and
16:57
I’m texting and I’m like what you’re getting a quote right
17:00
texting so you don’t wanna go to. Email and then have that
17:03
conversation right you wanna have a conversation where they
17:06
are so a lot of people lot of teams and businesses work out
17:09
of their email because it’s you know a trail on a record. but
17:12
if somebody if you get a notification in your email that
17:15
somebody is texting, you let’s not respond with an email
17:18
right. Let’s go under the live chat and communicate back and
17:22
with a text or if they came off your website and it’s uh there
17:26
as a guest. If somebody comes in as a guest, they’re a live
17:30
contact for you for 24 hours. That means you can have a
17:32
conversation. Right there, which makes sense cuz you know
17:35
what like I don’t feel like me where I have like 5000000 tabs
17:38
open so you could probably come back and contact me and a lot
17:41
of people. If you close out your tab, then you have to
17:44
switch over. so it’s knowing you have to switch over to
17:47
email, then because that tab is closed so to have success with
17:50
your conversations. The first priority is to do it where they
17:53
came in if they came in through messenger, have it there. If
17:56
they came in they LinkedIn from an email? Click. Let’s say cuz
18:00
you know we can give you can have platforms that are on your
18:03
messenger that. The tab at the bottom link to get a quote that
18:06
means you’re coming in from email. We’ll respond from email
18:10
so first is respond the way they did. Secondly, if that
18:13
window is closed for like messenger, then maybe do both
18:16
because you’re gonna have their email and you’re gonna have
18:18
their phone. so then try the other platforms. So like I
18:22
said, it’s not just on your channel marketing once you have
18:24
that it moves up on YouTube channel conversations. Love it
18:29
so as we’re looking at in keys to success, um I’m gonna see if
18:32
I can actually pull my screen up here um in a minute just to
18:35
kinda show people what this looks like um so if you’re
18:38
kinda thinking about what this actually looks like here
18:40
unprepared as usual, we’re gonna dive into it and see what
18:43
happens um but I’m gonna I’m gonna pull this out here. Maybe
18:46
you can break down some of the things that we’re looking at
18:48
here in a minute um I’m gonna show this. so if you’re on the
18:51
podcast, you definitely wanna make sure you come back to the
18:53
Facebook live and watch this um but we’ve got here uh on the
18:57
simple growth website. I just pulled this up cuz I know we
19:00
have a bot on there in it. um it will be pretty easy to show.
19:03
Basically we’ve got here is in the bottom right hand corner
19:05
This pops up um and what I’m gonna recommend on a service
19:08
business is we want to have not only our form so from service
19:14
Autopilot where people go in and select an estimate request
19:18
um and you may have heard this analogy, but I think it’s worth
19:21
spending 30 seconds is if you’re driving somebody to a
19:24
static estimate request form. That’s not enough. We need the
19:26
bot there. Some people don’t necessarily um trust the bot
19:30
yet, but that shift has been expedited. So most people are
19:33
gonna work with that, but we’ll have the form, but the form
19:36
really what you’re saying to people is we’ll get back to you
19:39
when it’s convenient for us as a business. So imagine in the
19:42
holiday season, you’re going to best buy and you’re buying with
19:44
this big flat screen TVs and you go up to the register to
19:47
buy a cash in hand, but you’ll find a clipboard and it says
19:50
literally fill out your name phone number address zip code
19:53
and check what box of TV you want. We’ll get back to you
19:56
when it’s convenient for us. You’re gonna hop on your phone
19:59
hop on your Amazon Prime and have that bad boy delivered in
20:01
probably 2 days That’s what’s happening in most. Businesses
20:04
because people are going to your website your competitors
20:07
website. If they’re not getting real time buying interaction
20:11
like your Amazon your Netflix Uber door dash instacart let me
20:15
go on and on and on. that’s the way people are buying and your
20:17
consumers right now are demanding that experience. so
20:21
it’s not gonna be any different with a service business. So
20:25
what I’m gonna recommend you have that form cuz some people
20:27
are still gonna wanna interact with that. don’t be the 58% of
20:30
companies that don’t ever respond to a form filled on the
20:33
website. I know people watching the essay we talk to you are
20:35
better than that and if you fall victim. Make sure you set
20:38
some automation for a ticket with accountability, 24 hours
20:42
um but what we’re looking at here is we’ve got this this.
20:44
this bot that’s popped up. We’ve got continue as the
20:47
registered Facebook user or a guest, so we can kind of have
20:50
that Amin if we want so I’m gonna continue because you know
20:55
that’s so that’s one of the big changes in the industry over
20:59
the last year is people you know maybe a year ago, they
21:02
could say well, my clients don’t use Facebook because
21:06
really the industry was very eccentric on Facebook
21:08
messenger, but it’s really move beyond that. In the last year
21:12
and it doesn’t matter if they’re not cuz like I said you
21:14
can text and you can come in here as a guest and so it
21:17
doesn’t matter anymore and I think it’s just a huge shift in
21:21
our industry that we’re really open to everyone cuz pretty
21:24
much everyone is texting or you know go on the website and I
21:27
wanna talk about and I wanna talk is texting a little bit
21:31
later as well. Um there so that’s huge. and if so it’s
21:36
simple right here we’ve got on the far left hand side. We’ve
21:38
got a chat button that is for. For simple growth clients
21:42
between nine and 10 PM eastern, we’ve got live simple growth um
21:46
team members Manning that for help um so a lot of people
21:50
think they have to put the second box. I have this thing
21:52
in here so in a service business, you’re not gonna need
21:55
this. um this is something we did just for automations and
21:58
help um it’s important um but people might say what if I
22:02
wanna have a live conversation with the person is a real
22:04
person. Good news is about like I’m showing you right here on
22:08
the right hand side of the screen does does not only.
22:11
Automated but it has the ability for me or my office
22:14
jumping as a live person. so it’s kind of two bots in one.
22:17
so when you’re going out to build your own and you’re
22:19
looking at bot solutions, those are things that you probably
22:21
wanna look at so you don’t have to pay for two solutions. Now.
22:24
the only reason simple growth has is that ties into our help
22:27
as Zen so we can make sure um any upgrades or questions are
22:31
tracked by our development and support team um but for a
22:34
service business, just like we did at Callahan’s lawn care uh
22:37
we have the one tool here and this was great cuz it was a
22:39
multi purpose tool. Um so he basically said he came in and
22:43
now I can talk to the team. I can try some demos uh free
22:46
tools um so we’ll go in and try the demos and this is kinda
22:49
gives you the idea of what you could see in a service business
22:53
um going in there and it’s going to uh basically prompt
22:58
you. this may take a hot minute cuz my internet is slow with
23:01
all the kiddos on here um but basically once this loads in um
23:05
we’ve got the examples of scrolling through and saying
23:09
hey, are you a lawn care company? Are you home cleaning?
23:12
Are you snow removal? Pet waste removal so these are all the
23:15
different demos that you could do, but let’s just say for
23:18
conversation sake you are a lawn care company. so um the
23:22
person would just say hey request a quote for lawn mowing
23:26
um and we’ve got Bill Murray here that kinda pops up um
23:29
comically and it’s like hey, you know I’m simple growth lawn
23:32
care. Here’s a few things I need um you got ideas. You
23:36
wanna have some fun with that. Jen you wanna create a
23:38
conversation make it engaging um but now we’re going in and
23:42
we’re gonna go in and I clicked on it twice. It’s duplicating
23:45
out, but that’s alright for. Facebook live so you type in
23:50
your address and what that’s gonna do is go out and uh go
23:55
into a product like Zillow and some other things we tie into
23:58
um and now it can ask the zip codes. It’s it’s actually
24:00
checking if it’s a real address and then um we’re gonna select
24:05
the service. We’re interested in so whether it’s weekly
24:07
mowing or weekly by weekly cleaning and then that would um
24:10
basically calculate the price based on your particular um
24:14
pricing matrix behind the scenes. so it’s not a generic
24:18
pricing. It’s based on um the pricing in there now. We said
24:23
at the right conversation, we’re gonna be asking for a
24:25
phone number. I put my personal cellphone in here. we’re gonna
24:30
throw some fives in here um and what is the best email?
24:39
And the client puts your email and so now we’re we’re
24:42
capturing that information and that data entry cuz this is
24:45
gonna be able to sync right into your CRM uh such as
24:49
service Autopilot um and I must have messed up and now it
24:55
returned.
25:04
We’re capturing all that data and it’s very simple like it
25:07
would be uh a natural conversation that Jen and I
25:09
were having over the phone. um now, obviously, in a normal
25:12
instance, you’ll be selecting what service you want an
25:14
estimate. but in this demo, it’s literally giving you the
25:16
price of $72 for the cutting. it tells you it includes the
25:20
mowing blowing edging um demo note is it’s based on 1200 or
25:24
12000 square feet from Zillow and the next step is basically
25:28
going in and signing up and we go and capture and win that
25:31
job. um so Mike stay there so I wanna. So now, I’m gonna be on
25:36
our app on you know this is I’m gonna show you how this is
25:39
really omni-channel conversation So I’m gonna have
25:42
a conversation now with Mike as a guest, I don’t know who he is
25:46
um let’s just say um I would say just said when is a good
25:51
time to talk or something like that. I love this. This is I’m
25:55
talking to myself over here so this is great. This is this is
25:57
good. Yeah. So now you’re gonna see it’s gonna pop up on Mike’s
26:02
window there. when is a good time to talk so again. This is
26:05
what the beauty of these products is that you are taking
26:08
you don’t have to be at your desk to have this conversation.
26:11
You know if you’re you know, let’s say you’re out and your
26:14
team is out at lunch or something and this pops up.
26:16
they can have a conversation well, Hey, Mike. How are you um
26:20
and so it really is like an omni-channel conversation. So
26:24
now again, let’s say Mike. This is Uber that I can email him or
26:31
I could even text him or call him like we have all the
26:34
information um and so it’s just really you know how convenient
26:37
that I can go from my phone and close the sale. So if anybody’s
26:42
listening to this not on a live video, so Jen actually picks up
26:44
her cellphone is in the app uh inside the messenger and
26:48
message me back and ask the question. So even if you are in
26:50
the field uh as a solo entrepreneur, you still could
26:53
go in at lunch time and hammer out a couple messages and close
26:55
sales. While you’re still on the roads, I love the
26:57
flexibility of having this conversation and you’re not
27:01
just. To a physical death, I’m glad I’m glad you brought that
27:04
up. Jen and it’s just um this is the way it’s going. We’ve
27:07
been doing this in my lawn care business. We’ve been here for
27:09
five or 6 years. Jen. I think when we first met you were like
27:12
Holy Cow like how did you like you’ve been doing this forever?
27:15
um but one of the things that I pride myself on with
27:19
Automations eight or 9 years ago, five or 6 years ago,
27:22
conversational marketing um what we need to do is go out
27:26
and out adapt our competitors and obviously you’ve been in
27:28
service Autopilot ecosystem. It’s been a platform that. Out
27:32
adapting all the other platforms um for most features
27:35
so that’s pretty cool, but then you have these little three
27:37
bars so they can go back and literally um go in and recreate
27:42
their choose your own adventure um but if this was a regular uh
27:45
sequence here once the estimate was accepted, it would email
27:48
and text message the new client the information and alert
27:50
someone in your office. so I’ll pull this off the screen, but a
27:53
lot of people are kinda wondering what does that look
27:55
like so this is just a little taste of conversational
27:58
marketing um so. Jenna We’re diving in here I know we’re
28:03
we’re near the top of the hour um but as far as keys to
28:06
success, um we kinda touched about it like people like well.
28:11
I’m not I’m not on Facebook. I don’t drive traffic. I don’t
28:13
have a website and we we’ve we’ve looked at all the
28:16
different entry points um so what is best practice? What are
28:23
we seeing for success so uh gentleman that has allowed us
28:27
to talk about his success with Garrett Matthews and Matthews
28:29
Tree and lawn um and if you saw my essay. Drive talk Um Garrett
28:34
had approximately about $400000 or no. I’m sorry $200000 in
28:38
sales uh in about 2 months. if I remember the numbers if you
28:41
saw my essays, I’ve got the exact numbers are in there. but
28:44
we calculated out based on Garrett’s lifetime value that
28:48
he produced a little over 1.4000000. That’s a $1.4000000
28:54
in lifetime value sales in 2 months of a $3000 ad spend
29:00
directed to messenger. so I don’t know about you. Jen. But
29:03
if I’m a service business and I know I can put $3000 into
29:06
messenger through a bot and a return on investment of the
29:10
client lifetime value of $1.4000000. Um I’m just gonna
29:14
keep pumping $3000 in there every month. Okay. Um so I
29:19
remember we were I’m with Garrett and he when he saw the
29:21
results. He’s like wait a minute right then and there he
29:23
went and raised up his ad spend. so like these results
29:26
are insane um and it kinda gets back to like um for like ads in
29:31
the messenger where up to. Success It’s that lead form and
29:34
like it was interesting when you said people fill out a form
29:37
and 58% of the time they don’t get responded like I don’t ever
29:40
wanna fill those out cuz you we all know you have that feeling
29:43
like nobody to get back to me. but so one of the keys to
29:47
success is if you’re running ads in Facebook run them
29:50
directly into messenger or the quote starts automatically and
29:54
um it’s a special way of doing it. At the end. You know you’re
29:57
running in the messenger and picking your keywords, but
29:59
that’s one of the keys to success another thing. Uh is
30:03
the key to success is video which I know, Marcus shared and
30:06
talked about and you see like people like um you know Garrett
30:11
using video almost everyday and if you think about it, the
30:14
reason I really feel like video converts is because if you’re
30:17
coming into my home, I wanna get a quote and I wanna get it,
30:20
but I also wanna know who requesting that quote from so
30:24
if you’re doing video and I know who you are or I wanna
30:27
know that the guy that’s coming to you know, do my lawn and
30:29
that it’s a reputable business. So if you’re doing video what
30:32
you’re doing is you’re building that. No like and trust, and so
30:35
when the time comes to get a quote and I go to your website
30:38
and I give my information, it’s not just a random person. You
30:41
know, it’s doing the videos. It’s doing the videos for
30:44
cleaning and so I think it’s it really amplifies your
30:48
conversion and I mean even when people come in, they’re more
30:51
likely to say next step. If you’re doing video because
30:54
you’re talking about your business, you’re just talking
30:56
about your team and videos you’re talking about life in
30:58
general, so they relate to you. So I think doing videos is a
31:02
huge key to success and I tell. Like two, a couple of people
31:07
start using videos on our, you know Chatbot group like women
31:11
in their 60s with gray hair so no excuses if they can start
31:15
doing video at 60s and you know and and what happens then is
31:20
you can also like boost those post. Another um factor that we
31:25
have is if you have an active website and to me like if you
31:28
have an active website and you don’t have an estimator bot,
31:31
you’re losing so much cuz people are coming there and
31:34
they’re coming to your site. Why they’re not coming at your
31:36
site you. For no reason, they’re coming to get a quote
31:39
you need to have that on there. that’s a huge um recipe for
31:42
success and the third thing I think is so we have paid
31:46
traffic. We have videos We have your website and then is
31:49
organic traffic because if you can do go to organic traffic
31:53
and people comment on that post, they’re going right into
31:55
your messenger again. So I really see those are really the
31:58
four keys paid traffic video uh having an active website and
32:03
then social posting awesome and. Guess another interesting
32:07
point so just came up on the service. Autopilot member group
32:10
believe it or not today. Uh I think it was Jeremiah that
32:12
brought it up um, he said. You know I’m looking to incorporate
32:16
some text messaging or a keyword to text messaging so um
32:21
depending on the platform. so if you’re using a bot like
32:23
simple growth has um it handles text messaging in and out, but
32:27
it also has keyword text messaging. So you could text
32:30
estimate to a certain number and enter them into the bot and
32:33
then you have the automated estimate process and converse.
32:36
Like you did in the bot you saw on the screen but through SS so
32:41
um as technology continues evolve at least a simple growth
32:44
in myself and the team and definitely Jen um I thought I’d
32:48
put a lot of content out but Jen is uh making me step my
32:51
game up for simple growth. She is a beast with competing here.
32:55
uh so we’re having a little inner competition. We can get
32:57
more content out for day. uh let’s do that we should do
33:00
that. I’m I’m gonna be a sore loser here for you’re killing
33:04
it so um but. The idea is so not only of all the things that
33:09
Jen has talked about, but you can actually have somebody text
33:11
into your bot. so imagine on the site of your truck text
33:15
lawn to this number and they can jump in and have a live
33:18
automated conversation um and eventually a real person can
33:21
hop in if it’s appropriate. um so it’s it’s really we’re
33:25
opening up the ability for your business to have a
33:28
conversation. When people wanna have a conversation on the
33:31
channel, they wanna have the conversation and when they
33:33
wanna have it um and if it’s in the middle of the night, that’s
33:35
great, uh Jen and I always laugh cuz when we. Beta tested
33:38
bots My wife thought I was having a freaking affair cuz
33:41
the phone was like cross the thing and I’m like you need to
33:44
turn the notifications off, but that was for simple growth and
33:47
believe it or not between 10 PM and about 2 AM. Maybe 3 AM. We
33:52
had more traffic in the middle of the night when I was
33:54
sleeping, then we did during the day so your consumer after
33:58
they get the kids down and they settle out or watching TV.
34:01
That’s when they wanna have these conversations and they
34:03
may not wanna have a live conversation. They may be
34:05
hitting you know in between um. You know episodes there uh of
34:10
their latest Netflix uh but that’s that’s where it’s gonna
34:13
happen. So if as service businesses, we’re not creating
34:17
that opportunity. Uh we’re gonna lose that opportunity to
34:20
our next competitor that’s ready to adopt. I don’t wanna
34:22
say this is bleeding edge but for the service industry, this
34:25
is cutting edge um and and this is what you know what it is.
34:29
It’s so multi-generational because it’s so omni channel
34:33
because right, you’re like your parents aren’t gonna get a
34:37
quote the same way. That you’re you know 25 year old, but so
34:41
that’s really the key so my parents would definitely text
34:44
to get a quote. My kids might not do that, but they might go
34:46
into the website chat or they might go into messenger and so
34:50
it’s a generational a new word, but it really is because you’re
34:54
you you don’t want you know, okay. We’re just gonna do only
34:57
text marketing cuz we’re missing out on some
34:59
generations. You might not do that as much you don’t really
35:01
wanna do email. And but that’s why I think like moving text is
35:06
almost um a uniform platform too. right like your parents
35:09
are your kids. Well, I’ll text and so it’s really it really is
35:14
like you said. It’s a bleeding edge and the next thing you
35:17
know you probably all have gotten some text marketing and
35:19
already, but it is not conversational like you can’t
35:23
respond and they’re not gonna come back and respond and
35:25
that’s where the the industry now is moving toward is having
35:29
that conversation right like if you get a text from like the
35:32
local I don’t know retail store you can’t text back and say
35:37
hey, do you have any of these in stock cuz that’s going to
35:40
you know? The empty black hole, but with the test that we’re
35:42
using that’s really where it’s different is wrap around your
35:46
mind around that we can have that conversation right back in
35:49
text. I don’t like the text you might you might see if this
35:54
works you can and the cool thing is it does sink into
35:59
service autopilot for those context and things and It did
36:03
work very interesting, so I didn’t think about where we’re
36:09
going so and I could have done that from the computer either.
36:11
but I went into the live chat from the computer like that’s
36:13
not a personal one. That’s from simple girl texting Mike So SS
36:20
has changed and that and that it was one of the big questions
36:22
around that so right near the top of the hour here and we got
36:26
limited time um one thing I kinda wanted to at least bring
36:30
up uh especially with uh the new impending coveted lock
36:34
downs for some of the states or re locked down. Um I know it.
36:38
Going to the daycare for the kids, it has been an absolute
36:42
nightmare. I’ve got four or five questions that I have to
36:45
answer just to get the kids dropped off at daycare and I
36:48
get it. It’s safety concerns. A lot of states are starting to
36:50
mandate pre screening questions for health checks for employees
36:54
coming into work um and then so a lot of business, especially
36:57
cleaning business are trying to proactively mandate their own
37:00
pre screening so they can differentiate themselves to um
37:03
their future and current clients. So um you know. People
37:08
could obviously probably go build out themselves, but I’m
37:10
just asking you what do we just released out of the pipeline
37:13
and simple growth that I’m actually pretty excited for in
37:15
the last week here um coveted screening. What is that? I’m so
37:20
excited about it too. So um what you know the this is a
37:25
couple things when some states that require that your
37:27
employees have testing before they come on the other hand and
37:30
some states don’t work. But some businesses wanna be able
37:34
to tell their clients. We’re taking all the precautions
37:36
possible. We’re kinda doing a daily health. And so what we
37:39
built out this is all in texting for your employees and
37:42
we have it built out in Spanish or English is that people can
37:45
come in and we ask the three main covenant questions you
37:47
know if you’ve been around somebody do you have symptoms
37:50
and do you have whatever I can’t remember the exact
37:52
wording and so and then everyday your employees come
37:57
in. they take that test and then tomorrow they get an
37:59
automatic reminder based on the time that you want in the
38:02
number of days of the week. So let’s say they’re working
38:04
Monday through Saturday Monday through Saturday. Your
38:06
employees are getting a reminder. Same time to answer
38:09
these questions and once they answer all of them negatively,
38:13
which is you know the covenant test you don’t have them. They
38:17
get a check saying thank you for taking the test and you get
38:19
a notification that they cleared the test that day um
38:23
and then I mean I think that there are the couple key
38:26
factors is that it’s in text automatic reminders sent. but
38:30
you also we save all the data to Google or a Google Drive. so
38:35
you have it to go back to. so if you have any questions done
38:38
your testing and every day you know. I’ve done the test that
38:41
shows the exact responses also built into it is sometimes if
38:45
you’re like me and you’re rushing through something you
38:47
might hit. Yes when you met no so we haven’t set in like Oh,
38:51
you said you have coveted you is that accurate or do you
38:54
wanna restart and so we give that to restart in case
38:57
somebody’s rushing through and puts in a wrong answer. Um so
39:00
it’s it’s really next level and the key is because the other
39:03
thing that’s nice is some businesses you might say, Okay.
39:07
Download our app like the YM C One of my friends. Download
39:10
that YM c, an absence of questions and you don’t have to
39:13
download any app. All you have to do is go to this number.
39:17
Covet and start the questionnaire so it’s you know
39:20
again. It’s not pushing people the way we want them. We’re
39:22
meeting your employees where they are just go ahead and take
39:24
the test right in your text and where they’re already
39:26
comfortable so um obviously not pitching that service, but I
39:30
wanted to just kinda explore that and announce that you know
39:32
we have developed and built this out for coveted screening.
39:35
But even if you’re not looking to buy a purchase or service
39:38
like that, these are things I would recommend going into 21.
39:42
If you’re building your own bots that we need to be
39:44
thinking about how can we differentiate? Our business,
39:47
how we how can we service our internal clients? not our
39:50
external so the bots are gonna be multi facing. We’ve got
39:53
client interfacing and then we’ve got um employer team
39:56
member facing so a big tip that you may wanna take away from
39:59
here. If you’re looking to build your own bots Covet
40:02
screen is a big one. Um it’s something we just released and
40:04
it’s being really widely accepted um and uh we’ve looked
40:08
into the legalities of it far as hippo compliance and things
40:10
like that and obviously check with your local uh law, but
40:14
basically the way we’ve developed our bot. The data
40:16
storage it is Hipaa compliance so things that you may wanna do
40:19
for us homework on your end. If you’re building your own bots.
40:22
so um as we’re we’re driving down here. Jen. I think that
40:26
pretty much covers everything we could cover in about 30
40:29
minutes to the technical difficulties. uh any closing
40:33
thoughts um around conversational marketing,
40:35
omni-channel marketing bots coveted bots and everything
40:39
else in between uh winning your clients to a new way of having
40:42
a conversation. Well, I think it’s something like when you
40:47
just think about all the things we’ve talked about in the
40:49
future. It’s something that you have to you have to keep your
40:51
eyes on like this isn’t going away and it’s only gonna
40:54
improve the things that you can do with Messenger and
40:56
Omni-channel marketing and so make sure that when you’re
41:00
putting your learning hat on or keep your marketing hat on
41:02
that, you’re really aware of all the changes that are going
41:04
cuz like how we talked about how much we’ve moved just in
41:07
the last year and what will happen in the next year so
41:09
something you really have to keep on top of and you know I
41:13
recommend diving and now so that you’re you know learning
41:16
as you’re going and improving love it. So Jen can’t thank you
41:21
enough um key take away at the end. Make sure if you’re
41:23
building your own bots or if you’re working with a
41:26
professional, make sure they’re on top of the latest things cuz
41:27
it’s changing daily. so you need to be compliant,
41:30
especially with your messenger uh laws and different rules and
41:34
uh outside if you don’t want the Google or Facebook smack
41:36
you don’t want the Zuckerberg smack for your messenger cuz
41:38
that’s no good either. Um so really excited. Thanks for all
41:42
the knowledge and everything you do for the simple growth uh
41:44
bot Team Essay Weekly Talk Show next week coming at you with
41:47
the Baron uh. Chicago is a national big hitter in the
41:52
cleaning industry, breaking down some of her shift from
41:56
residential to commercial disinfecting. how she’s
41:59
adapting and being on the bleeding edge of buying habits
42:02
with covenant right now. um really excited to get on here
42:07
uh and learn from Goshen. If you’re in the lawn care pest
42:10
control industry trust me. This is a must watch if you’re in
42:13
the cleaning industry and been to a cuts conference or RC. Uh
42:16
you probably already know who she is, but I am excited. Um
42:19
for next week as well cuz that’s gonna be a power hitting
42:22
our in the weekly talk show with so weekly talk show Next
42:26
week 1 PM eastern 12 PM Central right here on Facebook. Jen
42:31
Thanks again and uh we’ll see everybody else. Thank you next
42:33
week. If you like this show you might wanna check out our
42:38
resources at www. Dot start simple growth.com While you’re
42:43
there enter to win an estimator chatbot Mike Callahan is
42:48
available for private coaching.

SA Weekly Talk Show: The New Way Of Winning Clients – 2021 Success w/ Jennifer Sloan

Video Transcript

SimpleGrowth Chat FAQ’s Set Up Facebook Page

Video Transcript

02:09
that page.
01:58
page here. we’re gonna go to the inbox. Alright. do I need
02:39
had set up earlier to be on so make sure that’s off. so those
02:28
here. And you wanna make sure it’s off because again we’re
02:42
are the three or four things that you need to do to get your
02:23
Taking a minute. You wanna go on your automated responses
01:54
our messages? So then we’ll go back to the um front of the
02:34
your simple. simple growth is gonna hop in and take care of
01:51
and then the last thing we wanna do is we wanna go into
02:44
Facebook page set up because then what happens is when you
02:15
And you wanna go to your inbox here. And
01:42
you’re gonna come down here. You’ll make sure that many
01:28
then we’re gonna go over to advanced messaging. And you’re
01:44
chats there and then this should automatically um set up
00:57
up then, but then the man the thing that we built in into
02:05
to say make sure you save okay Save And then let’s go back to
02:36
that. so we don’t want some automated responses that you
01:36
and you’re gonna turn this to partially automated and then
01:34
gonna wanna go over and you’re gonna go to general settings
01:24
that’s gonna happen in your chatbot. So don’t do that. and
01:07
click on the words you erase to put a space safe and let’s make
01:20
it you. Set up automated responses off because again
01:04
there So you go settings. turn it on and you come down and you
02:48
go to your page, you tap out to automatically pop up and then
01:00
your girl chat will take effect so that’s what you wanna do
00:45
You wanna turn that on and then what you wanna do is click
00:48
change.
00:51
And you just wanna come down here and you wanna get rid of
00:13
business page and you’re gonna click on settings You can do
00:00
So let’s talk about what your Facebook setting should be so
01:14
sure that happen. Yup. so there it is perfect your link. um if
00:54
all that and put a space. What happens is you tap out will pop
00:41
We want this where it says, start a messaging conversation.
00:06
through a few steps that you should do uh to make sure
00:18
myself.
00:30
And we need to make a few settings and each so first
00:35
click on messaging and
00:12
things like that. Alright. So you’re gonna go to your
00:02
your simple girl chat works the best um and it’s gonna walk you
00:09
everything is gonna run smooth that your butt pops up and
02:51
the automations we have set up will take place for you.

Managing Your Inbox w/ SimpleGrowth Chat

Video Transcript

00:00
hi guys okay another thing that we can
00:01
do in our simple growth chat
00:03
is you can manage your inbox and the
00:05
great thing about managing your inbox we
00:07
have
00:07
multiple places that you can do it but
00:09
you can do it on mobile so well too
00:11
um and so you’re not you know what
00:13
because the importance of communication
00:15
right like time is of the essence when
00:16
somebody’s communicating with you
00:18
and you have a lot higher opportunity to
00:20
either make a customer happy or
00:22
convert a lead if you can respond
00:24
quickly so with our simple growth chat
00:26
you can respond to your inbox in
00:28
multiple places
00:29
so first i’m going to show you how you
00:31
use simple growth chat on your website
00:34
um so like right here on our simple
00:37
growth chat we have over here our live
00:38
chat
00:39
and if you come in here so you’re we’ll
00:41
say you’re working at your desk
00:42
and you get notified that a chat comes
00:44
in you can respond
00:46
like right here like hey jennifer
00:49
however let’s see do you want to add a
00:52
service to
00:58
all right so what we’re doing right here
01:00
is engaging right from simple growth
01:03
chat inbox right to your customer
01:05
they’re going to get notified so pretend
01:06
i’m your customer
01:08
and i go to my inbox
01:12
uh where’s my inbox one sec
01:17
go to my inbox i’m gonna have a message
01:19
from you so that’s the first way
01:21
you know you can communicate right from
01:23
the simple growth chat on your computer
01:27
like here’s my notification and if i
01:29
message back
01:30
uh sure let’s
01:34
add bert
01:38
again you go back to our live chat
01:39
you’re communicating right from your
01:41
inbox on your computer
01:43
now but the great thing that we really
01:44
like about our simple growth chat is
01:46
because it’s about efficiency
01:47
timely communications um and so you can
01:51
do it on your mobile
01:52
so i just wanted to show you what that
01:53
looked like on your mobile
01:55
so let’s say somebody messaged you on
01:57
mobile
01:59
and let me start this
02:04
i’ve got my thing layered up here i
02:05
can’t get in okay
02:07
try this again there we go
02:11
all right let’s try it again so on your
02:13
mobile with a simple growth chat
02:15
somebody comes in see how you got a
02:17
notification right there she’s like oh i
02:18
need to get on that
02:20
so then you go into your um your life
02:23
your um
02:24
simple growth chat and you respond and
02:27
hey jennifer it’s next friday and then
02:30
again i i can your customer can be
02:33
responding from their phone
02:34
their computer but it doesn’t matter
02:36
where they are you can
02:38
engage them right for mobile and just to
02:40
show you these are all going in your
02:42
your facebook inbox too so our simple
02:45
growth chat is tied in so your
02:47
communication is always in one place
02:48
like if you’re using simple growth chat
02:50
it’s not gonna not show up in your
02:52
facebook inbox so it all gets confusing
02:55
so just to summarize how our facebook or
02:58
how our simple growth
02:59
um um you can engage from your computer
03:04
and you just go right into our chat live
03:06
chat right here
03:07
and it goes to wherever that person is
03:10
and you’ll see you’ll get
03:11
i’m getting notified of my computer you
03:14
can also go
03:15
into your mobile and use our simple
03:17
growth chat there
03:18
and engage with people and it shows up
03:20
not only in your
03:21
simple growth chat but it’ll also show
03:23
up in your facebook inbox so
03:25
we really have everything coordinated
03:26
into one place

Service Autopilot V3 Ticket & WorkFlow Training

Video Transcript

00:00
Welcome Mike Kelly and I’m assuming if you’re on this page
00:03
and watching this video well, you’re a service Autopilot user
00:08
and you’re interested in the new ticket functionality, which
00:11
used to be to do so as a long-time user of service
00:14
Autopilot uh almost 9 years now uh my seven-figure business was
00:19
built heavily around the feature and function of to do
00:22
accountability um in creating things and routing things and a
00:25
whole bunch of other stuff. So what I wanna do is propose that
00:30
you click the button below and sign up for the free web. That
00:34
I am doing this Thursday at 3 PM eastern. Now if you can’t
00:39
make it by signing up, I will send you the replay and I may
00:43
do another live version cuz I think this is really one of the
00:46
most important updates that you need to learn about in twenty
00:49
inside service Autopilot, so a lot of people are really
00:53
excited about it. Some people are frustrated and some people
00:56
are kind of in the middle with tickets. so what I’m gonna do
00:59
is demystify the new tickets is we give you a optimized
01:03
workflow so very similar to the other things that we do with
01:05
simple. We don’t just teach you features and functions we’re
01:09
gonna. Teach you how to use the system and streamline and in
01:11
between lead intake and tickets, we’re gonna show you
01:15
how to eliminate seven to eight steps minimal in addition,
01:20
creating calendar vents or basically uh tickets that
01:24
happen on your dispatch boards. They’re dispatch they’re done
01:27
and then they’re closed out. Um you can optimize those uh we’re
01:30
gonna show you how to do that all in one easy step without
01:33
ever going into the ticket system. So this is a big one.
01:37
This is one you don’t wanna miss if you’re a service,
01:39
Autopilot user or looking at service autopilot and wanna
01:43
know uh. What he’s talking around tickets, I’m gonna break
01:47
it down as we always do with simple growth as a certified
01:49
adviser, demystify it at no cost train you how to do it and
01:55
show you how to basically work one screen completely optimize
02:00
and eliminate at least two times a double entry. You may
02:03
be doing right now. So I’m looking forward to seeing you
02:06
on the free webinar this Thursday at 3 PM eastern. If
02:09
you can’t make it register, I’m gonna get you a replays that
02:13
you can replay with your team and train them as well. So
02:15
click the button below. I’m the. Forward to seeing you this
02:18
Thursday at 3 PM eastern on the simple growth optimized
02:21
workflow for tickets in vthree.

SimpleGrowth Chat Auto Notifications

Video Transcript

00:00
simple growth chat we want you to be
00:02
able to control your notifications
00:04
and get them easily on your mobile too
00:06
because a lot of times you’re not
00:07
working in the office but you want to
00:09
notify if you have a lead or a customer
00:11
concern
00:12
so with our chat you can easily get the
00:15
notifications and get notified of
00:16
conversations you should get picked up
00:18
on
00:19
but you can also control the
00:20
conversations you don’t want to get
00:21
notified
00:22
if somebody’s just in your chat and they
00:24
don’t need a human to hop in
00:26
you won’t get notified secondly or
00:29
thirdly we want to be able to turn off
00:30
your notifications
00:31
even if it’s a conversation you might
00:33
want to get picked up pick up on
00:35
but you’re out dinner with your family
00:36
you’re on vacation you don’t want to be
00:38
notified and
00:39
keep just being disrupted so we allow
00:41
you a lot of control
00:43
uh when your notifications are received
00:45
too let’s check it out
00:48
all right so let’s see an example of how
00:50
this works so let’s say a client is
00:52
sending you a message
00:53
i’m just gonna put notification here
00:56
they’ll send you a message
00:59
and then you see right across the top it
01:00
pops up here now the great thing is you
01:03
can go right into your
01:05
um simple girls chat and then you can
01:08
have a conversation with them
01:12
so here’s the notification or here’s a
01:14
message we got for them
01:16
let’s see awesome
01:23
and then we can send that message right
01:24
back to them and see you’re also even
01:26
getting messages from messenger too so
01:28
you’re
01:29
um i you can turn off the message from
01:31
messenger you can turn off the message
01:33
from simple girls chat they’re really
01:35
the key is like we said like you’re out
01:37
you know on the weekend or at a
01:39
restaurant you want to be able to
01:40
control like
01:41
you know yes i want to be able to answer
01:43
all my messages right now because i want
01:45
to convert you know quickest quiet
01:47
conversation or i want i’m doing these
01:49
automation so i can have a life so you
01:51
can turn it off so how are we going to
01:52
turn
01:53
off our notifications if in our simple
01:56
growth chat at the top you’ll see
01:57
there’s these three dots
01:59
and you go to settings notifications
02:02
and you can turn them off at any time so
02:05
now you’re not going to get notified
02:07
when a message comes in right away
02:12
i’ll show you
02:16
see no no notification came up not this
02:20
one
02:20
no notification came in um regarding
02:23
the message in your messenger but so
02:25
it’s real simple you have all the
02:27
control
02:28
so you can get the messages when you
02:29
want to be notified so you can have
02:31
those quick conversations but
02:32
you also want to enjoy your family time
02:35
enjoy your time off you can turn them
02:37
off
02:38
um and so that’s how the kind of the
02:40
simple growth live chat works
02:43
uh as far as notifications we want you
02:45
to be able to
02:46
not only be able to answer at the time
02:49
you want but also
02:50
then to turn it off when you want it’s a
02:52
really
02:53
um personalized notification system so
02:56
you can
02:57
do it when you want it when you need it
02:59
and but turn it off then too

Chatbot WebChat Training

Video Transcript

00:00
okay simple growth chat another thing
00:02
that you can do with our simple growth
00:03
chat
00:04
is use your web chat for lead gen so
00:07
the way our chat looks when it’s on your
00:09
website it will pop
00:10
up and it’s going to give people two
00:13
important options the first option is if
00:14
they want to
00:15
go into messenger and continue um and
00:18
the value in that is that
00:20
for them is that you know who they are
00:22
already so they don’t give you that
00:23
information
00:24
like their name and their email like
00:26
automatically populates
00:28
the other thing is if they come into
00:29
messenger then we can
00:31
um start up some other new channel
00:34
marketing but a lot of people don’t want
00:36
to give you your information right on
00:38
messenger they want to kind of come as a
00:40
guest
00:40
and so i think this is such a valuable
00:42
feature of our um
00:44
chat is that people can come in as a
00:45
guest because there’s no hindrance
00:48
like and i think a lot of times what
00:49
we’re seeing with people is
00:51
they come into the chat they get an
00:52
estimate and then they’ll give their
00:54
email and their phone number so even if
00:55
they don’t take the quote right then
00:57
they’re in your marketing funnel that
00:59
you can follow up with them
01:00
so let’s see what it looks like let’s
01:02
try it as um
01:03
a messenger first and
01:07
so i’ll pop up and we’re gonna try the
01:10
demos
01:13
okay so it’s in the chat and we’re gonna
01:15
ask these key pieces of information
01:17
email phone number um address zip so we
01:20
can get their quote
01:21
so we’ll put in an address here
01:27
and then we’ll add our zip code again
01:29
now this is showing up in our messenger
01:31
too because this person have opt-in as a
01:32
messenger
01:36
and then we’ll get i might
01:39
like this is where the value for the
01:40
person is if they came in through
01:41
messenger your
01:42
em your um email is gonna
01:46
and your phone number so there’s our
01:48
phone number auto populating
01:52
in our email so think about in messenger
01:55
we know what kind of service they’re
01:56
looking for we have all the key pieces
01:58
of information to put them into our
01:59
system
02:00
but now we’re going to also provide them
02:01
with a quote automatically pulled
02:05
and we give them a quote and then we can
02:07
ask them if they want to sign up or if
02:08
they have questions
02:09
either way you’re going to get notified
02:11
now let’s look at it
02:12
if they came in as a okay so to get a
02:16
club as a guest i have to go to one of
02:17
our sites so you come in as a guest
02:20
and the information is going to pull up
02:22
the same way it’s going to ask you
02:24
um get a quote and
02:27
[Music]
02:30
then it’s going to ask let’s do some
02:32
personalization
02:33
we’re going to ask the same see it’s
02:34
asking the same things they’re just not
02:36
getting
02:37
they’re just not getting to their
02:38
facebook messenger but you’re capturing
02:41
all their information
02:42
in our um in our chat
02:45
also though so the information is not
02:47
lost it’s in your chat
02:49
so you can go back on monday if they
02:50
came in on the weekend and gave you your
02:51
information
02:52
pull it from your chat and then um send
02:55
them an email or zip
02:57
or an email or a phone call and so
03:01
as you can see basically i just want to
03:02
show you capture the same information
03:04
oops i put in the wrong zip so you’re
03:05
going to see an example like if it comes
03:07
and we don’t
03:08
pull it from our database um
03:11
over here we’re getting our email i’m
03:12
still in the email got ahead of myself
03:24
[Music]
03:28
and let’s see oh best friend
03:32
anyways as you can see we’re capturing
03:33
all this information and then it’s also
03:35
going into your
03:36
live chat so you can if they’re on your
03:38
website not in messenger you can still
03:40
you could hop in this conversation as
03:42
long as they’re on their website
03:44
on your website and give them
03:45
information so it’s a really powerful
03:47
tool
03:48
they come into your website you caption
03:50
with your chat you can give them
03:51
estimates you can get them questions
03:53
you can capture them in messenger or you
03:55
can capture them as a guest
03:56
which is there’s like barriers to
03:58
hindrance removed for them so it’s a
03:59
really powerful tool