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SA Weekly Talk Show: Office Workflow

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,
00:06
Mike Callahan. Welcome back to the SA Weekly Talk Show. Your
00:11
host, Mike Callahan right here coming in a little bit earlier
00:13
right before the holiday weekend coming up in the states
00:17
and uh happy Canada Day for our Canadian viewers as well. Uh
00:21
missed last week cuz I’ve been really knee deep in uh helping
00:24
people as a certified adviser of Service Autopilots set up
00:27
their systems with uh two-day, one-on-one deep dives but
00:31
really important I thought to get back and answer some of the
00:33
questions that have been presubmitted for the SA Weekly
00:37
Talk Show. So, what we’re gonna be talking about today, I’m
00:39
gonna open up my screen and dive into it but what we’re
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really gonna talk about is um the office workflow. So, one
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service autopilot is set up. How do we utilize a
00:48
standardized workflow? So, if you have separate admin or
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different people working in your office or maybe you have a
00:53
manager working in the field and out of the field. How do we
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create a predictable workflow to make sure the data intake
00:59
and the call intake from leads and estimates and everything
01:02
else that goes on in your office is standardized. So,
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what I like to call it is the six to eight screens of
01:07
success. So, we’re gonna do is take all the features and
01:10
functions of service autopilot. Once it’s fully set up and
01:13
consolidate a standardized workflow for predictable
01:16
results and um a process that the business owner and manager
01:20
doesn’t have to babysit and if the business owner or manager
01:23
is still working in the office or in the field, that’s totally
01:25
fine. What this is gonna do is streamline your and start to
01:29
buy some of that time back. So, without any further delay, what
01:32
I’m gonna do is open up um a slide deck here. I had some
01:37
problems with my second monitor so it’s actually gonna have
01:38
some previous slides on the left but uh nonetheless, you
01:42
will be able to see exactly what I’m talking about and how
01:44
to actually build this um system in your business inside
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Service Autopilot. So, uh I’m really excited to show you this
01:53
but basically, we’re gonna talk about to get your service
01:55
autopilot pilot ready for twenty twenty-one. So, La times
01:58
in the spring season we have an influx of work our offices
02:02
aren’t necessarily set up for success uh we’re kinda
02:05
scrambling to get it going but right now going in uh to July
02:08
is really probably one of the best times to do that cuz
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things are gonna start to slow down if the holiday season um
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far as the craziness let’s focus on getting process and
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systems built in and built uh with a process before things
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ramp back up the end of August into September again and in
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addition what we find is most business owners here after the
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will start to take their foot off the gas pedal. Whether it’s
02:31
working on the systems in the business or even in the sales
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inside the business. So, really it’s important right now to
02:37
dial in and really accelerate because bottom line profits are
02:41
made in Qthree and especially Q four. So, rolling into just the
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beginning of uh Qthree, quarter three. If you’re watching this
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starting in July, this is a prime time to actually dial
02:51
this in and get this going for yourself. So, uh without any
02:55
further delay, I’m gonna kinda walk through and build this
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out. So, First thing, we wanna look at what are the key
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factors for better profits with Service Autopilot in twenty
03:02
twenty-one. So, we wanna be able to create estimates and
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ensure profits, have jobs with budgeted times that can be
03:07
tracked for accountability, jobs, um that have job costing
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and overhead recovery built into them. A process ensures
03:15
that budgets are being reviewed daily. So, we’re gonna review
03:17
how we do this in the office. Public accountability and
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rewarded team members based on production and quality. So, we
03:23
not only want a production standard but a quality standard
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to go having systems that track and report this automatically
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for you. So, one thing that is kinda crazy is we’ve got all
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this data coming into the software and it’s really um
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it’s really important for us to use especially if you’ve got
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good data in and good data coming out, we need to go in
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and actually take the time to look at it. Well, um either
03:46
later today or on the next essay weekly, depending on the
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time constraints here, I will actually show you how to get
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this out data out of essay automatically for even able to
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make those financial decisions and be able to see where you’re
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at every day every week, every month, and at the end of the
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year and at the end of that, we wanna be able to set a process
04:02
for raising prices with no emotions. So, based on the
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actual job, not just going out haphazardly and raising our
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prices $5 a visit or a percentage across the board.
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Wanna be able to take that data inside service autopilot and be
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able to raise our prices too depending on average uh with no
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emotion. So, those are the things we’re gonna be talking
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about but the main thing we’re gonna be focusing on today is
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what is the workflow in the office leading up to these
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things to create success and then I’ll have another um
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probably next week, the SA Weekly Talk Show will go over
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how do we actually take all this data with the standardized
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system and automate it and go in and uh have price raising
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and things like that. So, that’s what we’re gonna be
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diving into. So, what we wanna do is standardize our lead
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intake for predictable and scalable results. So, uh back
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in the day, we were running all the estimates out of the
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estimate truck here. So, we had a printer, we had a laptop, and
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a WiFi connection. We’re running service autopilot
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literally right out of the truck. Uh on the other side of
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the screen here, you can see, uh this is me actually at a uh
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print house where we went out and sent uh probably about
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forty to $45,000 of direct mail uh to properties um that were
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surrounding our existing client base as well as every door
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every door direct mailings to all the neighborhoods that we
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serviced and the surrounding neighborhoods around them but
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as we went in and exploded the lead intake and the estimate
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request, we needed a process. So, you can’t mail out
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forty-five, forty to $45,000 worth of advertising in thirty
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to 35 days and um not have a process in place to handle it.
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So, this is one thing that I learned uh when I actually went
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to Service Autopilot’s original office from Jonathan, the
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co-founder of Service Autopilot and of the Lawn Care
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Millionaire. Well, Jonathan um helped me kinda develop this
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process because basically, I went to their office before we
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went really nuts and blew past a million. I wanted to make
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sure the office and the workflow Inside Service
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Autopilot was set up in such a way that it could handle the
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load of calls coming in and we could provide a great customer
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experience externally for our leads and clients as well as
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internally for our staff and not have them go crazy. So,
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after four or 5 years after meeting with Jonathan, this is
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the process I refined in my office and we help now other
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companies do this as well as a certified adviser but the first
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place you wanna start looking at is and it seems very
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simplistic and if you already have service autopilot, this
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may seem like review but Trust me, this is where the benefit
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comes in and this is where we go in and train all the new
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admin that we work with to this process. So, this is a very,
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very important thing but we should be going into the green
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plus icon here and adding a lead. So, we’re always entering
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a new person in the systems, a lead, not a client. Reason
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being is we wanna be able to go in and be able to see how many
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people are leads that can become a client and then how
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many people are a closed-out lead that are beyond the point
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of no return and then through marketing, we can actually go
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out and nerd them and then upsell them a service when
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they’re ready to buy but the idea is we need to get their
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first name and last name in here. If it’s a commercial
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client, we’re putting the company’s name in here and
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we’re going in and filling out the service address that’s
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gonna automatically populate the billing address and we
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wanna make sure that we have um Email and II recommend putting
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all the phone numbers in the cellphone field because it is
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going to be able to tap into two-way texting natively in the
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message center as well as automations. Now, if it’s not a
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cellphone, that’s okay. Eventually, it may turn into a
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cellphone because Most landlines are going to voice
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over IP which acts like a cellphone, receive, and send
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text messaging as well as most landlines are now going to
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cellphones as well. So, that’s kind of the main area that we
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need to take a look at here. One other thing while I’m
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looking at master property, if you have one master property,
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let’s say a management group, we have multiple subproperties
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below that, you can hit that in all your properties. So, you
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can assign that to a master property. If it’s a new
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property underneath a master property. So, next thing is
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under the tab. We always wanna go in into in the account type,
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commercial or residential. Even if you do only one of the other
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residential or commercial, highly recommend you putting
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this in here. Reason being, it’s great for database
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segmentation for your marketing. So, automating um
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residential, commercial, uh different marketing through
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automations. You can have different communication versus
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residential commercial and it’s also a great place to start to
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segment your reporting as well. So, by clicking this, you can
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dial into the uh report center by Logi Inside Service
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Autopilot and really dial into your commercial and residential
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work as well. So, I’ve that is a major thing that we wanna
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take a look at and have our team do. So, if we go back,
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first, we’re filling this in, first name, last name, company,
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name, service, address, billing address, Email, cellphone. Next
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tab across the top is details, commercial to residential and
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then the third tab is the uh billing tab if we wanted to go
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in here. Actually, we need, we skipped one here. So, we’re
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down to the bottom, we’re going to the third tab, the sales tab
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source. How do they hear about us? Was it from the Everydoor
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Direct Mailing? Was it a refer by a client that already exist.
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We wanna go and be able to track how did they hear about
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us? Once again, we’re going into the reports later and say,
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how many people came from this marketing source? What was the
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ad spend? And then we’re gonna be able to figure out what is
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the conversion ratio. So, from lead to client, per marketing
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source and we’re gonna get a average client acquisition cost
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from that and once again, a client lifetime value. So, a
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Facebook ad may cost you $150 to get a new client and they
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maybe worth say a to $10,000 on average where a home adviser ad
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may cost you $30 to get the client but they’re only worth
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two to $300 on average so obviously the higher cost of
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acquisition through Facebook is higher but the client lifetime
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value is probably gonna be better than let’s say
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HomeAdvisor ad um obviously making this up fictitiously
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each market’s different how that’s gonna run out but you
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get the idea but the cool thing is if your admin is sticking
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this in twelve to 8 months from now you’re gonna have all that
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data your fingers have automatically pulled up through
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I’ll show you some screenshots of those reports. This is how
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we build a marketing system. So, a lot of times we’re just
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haphazardly right down on a piece of paper in the office.
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We need to get this in and take it in in a standardized way.
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I’m gonna show you another way to do that with a phone intake
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form but we wanna tackle those areas and then last thing, once
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they become a client, um we can take a look at it. We have
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billing here and this is where that’s gonna be. So, we can set
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when to invoice. So, whether it’s daily, weekly, monthly, or
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custom day of the week. Say that the fifteenth of every
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month if that’s on you need to do in your business but this is
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where we can override the defaults of the system and then
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we have office notes as well so those are the main areas that
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we’re training in admin to for basic workflow that’s
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streamlined but once again we’re really only working one
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tab in the system we’re gonna consolidate that workflow down
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to the sixty-eight screens of success now the next thing is
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if you’re using uh Pro Plus in service autopilot highly
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recommended that’s the automations part it’s gonna
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give you the ability to marketing uh automations in to
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automate up to five of these reports that we’re looking at.
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You can have them automatically Emailed daily, weekly, monthly,
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quarterly, whatever you want but that pro plus subscription
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is gonna be a valuable marketing. It’s gonna give you
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this A for auto assist and it’s gonna give you the ability to
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automate up to five reports and the main thing here is that we
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want to go in under this A for auto assist and this is a
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shortcut key. So, this is ideal, ideal because we’re once
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we’re working this lead or client screen, we’re not going
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in and trying to click on a bunch of things to get where
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we’re at. We’re gonna streamline the workflow. Once
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again, we’re working the same screen and we’re gonna get that
11:46
admin trained up as quick as possible. So, what I’ve got is
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a fillable lead sheet or phone intake form here and we click
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that and what that’s gonna do is literally go in. So, Debbie
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Sardone of Cleaning Business Fundamentals, CBF has allowed
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us to share this uh but we make this for lawn care and home
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cleaning companies, pest control, uh but this is
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something that um I kinda developed when I was using
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Service Autopilot. My and now they’re helping people set it
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up is that we really wanna create a standardized form. So,
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first name, last name, cellphone. If they didn’t
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select how they heard about us, we’re gonna ask about that. Is
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this a one-timer ongoing service? Are you looking for
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weekly or biweekly mowing or weekly or biweekly cleaning? Um
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have you ever hired a professional before? What’s
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important when hiring a professional? So, you get the
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idea. We’re going in and grabbing the information that
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you need um standardized from your admin staff and basically,
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this can be um saved and call fields on the back end and
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easily located um on the bottom of the leader client screen. So
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once again, we’re working one screen fully systematized and
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it can be delegated for predictable results. We can
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train somebody within five to 10 minutes how to fill this
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form out and then they’re getting the information you
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need each and every time. Next thing is a lot of people when
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we work with them uh do not have website lead captures. So,
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they may have a WordPress form or something with Wix uh but
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basically, what you really need to do in my opinion is go into
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forms and autopilot um and go in and create an estimate
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request form and that estimate request form is going to be
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placed on your website. So, the published tab and you give the
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stripped HGML codes, your webmaster. They’re mobile
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responsive. They work great. Uh we have a couple of people up
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here that have given us uh permission to share some of the
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stuff that we’ve built with them or they’re using uh
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Garrett Matthews out of Shreveport, Louisiana. Uh this
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is a service autopilot form. So, you put your first name,
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last name, some information, what services you’re interested
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in and then at goes in its segments, a short-term nurture,
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and based on the service they’re interested in and it
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also notifies somebody in your office through a ticket now or
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a to-do basically to go out and get that estimate done. Other
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thing I really recommend is tying in your service autopilot
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forms into your social media and bots. So, uh one of the
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next shifts for if you saw my essay um talk virtually last
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year, we talked about the new shift in buying. So, we’re
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talking about on-demand buying with the expansion of and
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everything being accelerated. So, your Ubers, your Netflix,
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your Amazon. They figured this out. Well, lawn care and home
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cleaning companies or service businesses can do this as well.
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So, what we’re looking at is Rob Treppandale here of
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Treppandale Landscape has got it dialed in but Rob has a bot
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on his social media here. Um and this is what we’ve built
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out for ’em but it ties in the service autopilot and
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automatically syncs all the data in the service autopilot
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including property specific pricing. So, what we’ve done is
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built this bot out. It goes through uh an API where two
14:38
softwares can talk. It pulls the information from the square
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footage of the lawn or the property into the bot and
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automatically calculates a price based on Rob’s pricing in
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a price matrix. So, once we’re again, we’re taking that bot
14:51
for on-demand buying and sinking it with service
14:53
autopilot and pumping the lead information in and potentially
14:57
the new client information where they can sign up
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automatically through the bot in the essay. So, no double
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entry and we’re eliminating that multiple system chaos.
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Now, it’s not only for social media uh Rob has entrusted us
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to actually get this on his website. So, we gave him the
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code and now he has a live bot on a social and his website.
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So, live on demand quoting, signing up, and then it sinks
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into service autopilot and triggers um the additional
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tickets and information that needs to happen with that new
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job sold over the bot, social media, uh Facebook, Instagram,
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and the website. Now, the last thing you hear is best practice
15:32
is um an exit pop up on the website for that bot. So, this
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literally when it you hover to get off that website, maybe go
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to the your next competitor, um this pops up, Get an instant
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quote and that happens within two to 3 minutes but the idea
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is we wanna have all these different entry ports being
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standardized into service autopilot, no double entry, and
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duplicate checking. So, the way we’ve done this is we’ve used a
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Vthree form with dupe checking and synced uh Facebook
15:58
Messenger bots, and the estimate request from the
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website and we drive them all in the service autopilot for
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standardized intake where the admin would take over now. Now,
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next thing is, if you’re using this uh on the Messenger
16:10
platform or even an SA, what we’re gonna recommend is SMS,
16:15
um text messaging, So, we can actually take that bot and
16:19
still sync it with service autopilot but they don’t have
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to be on your website or social media. They can actually text
16:24
AA number um or use a QR code and actually go through the
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same automated online um on demand buying estimate through
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text message and we can use this on our websites, vehicles,
16:38
mailers, nine arounds, and door hangers. Um so, this is a great
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way to create another area of online, on-demand buying of
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estimating and then drive it in service autopilot with no
16:48
duplicate or with no with no duplicates. Basically, it’s
16:50
duplicate checking and it triggers a ticket or to do in
16:53
the system for someone in the office to make sure it’s
16:56
followed up on what should happen happens each and every
16:58
time. So, really, really important in my mind when we
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train this out and build this out in your office. We’ve got
17:04
the website, social media, Instagram, text messaging, and
17:08
QR codes all now being synced into service autopilots. Visual
17:13
clues. So, once again, we don’t want a death by a thousand
17:16
clicks. If we’re not training a new admin, they’re gonna go and
17:18
build their own kind of workflow. Well, I recommend
17:21
kind of using this workflow and you may tweak it for your
17:24
office but this is what we’ve done with hundreds of people
17:26
here um and at SA six, when I gave my talk, this is exactly
17:31
what I was talking about with Chris Folky who um now works
17:34
with launch and support. They’re doing an amazing job
17:36
over there at Service Autopilot um but really as a certified
17:39
adviser, I’m trying to come in and and help uh build a
17:42
workflow at least expose the workflow that uh we used in my
17:46
seven-figure business as well. Um Aaron says, love this.
17:50
Aaron, thanks for the feedback, brother. I hope this is
17:52
helpful. So, uh next thing is if the when you’re searching
17:56
here on the magnifying glass, you’ve got basically four types
17:59
of people in the system. So, you have a lead and that’s that
18:03
little avatar of the person with the red L. Now, what I’m
18:07
gonna recommend is if we lose an estimate and they don’t have
18:10
a service with us, we’re gonna close that lead out and there
18:13
would be no avatar. So, you’ve either got a lead or a closed
18:16
lead. Now, we can see them but when we go into the this uh
18:19
magnifying glass. Now, we have visual clues. So, the other
18:21
visual clue is this long uh gray bar here. So, we can see
18:26
that that long gray bar is another visual clue that it’s a
18:28
lead because when they become a client, there’s three distinct
18:31
columns. So, once again, we’re training visual clues to
18:34
minimize the clicks and really stay focused on these
18:37
sixty-eight screens of success. Now, on the left here, you can
18:40
see this red L, that’s a lead. There’s nothing here. This is a
18:43
closed lead, the little avatar, the person but not next to it
18:47
is a client and now that avatar with a diagonal slashed through
18:51
it is a cancelled client. So, now, we’ve created a
18:53
segmentation for reporting and visual clues where people are
18:56
at. Now, if someone cancels and they come back and become a
18:59
client, we can convert that cancelled client back into a
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client or we can take the close lead and convert it back into a
19:04
lead, estimate it, and that event These are the different
19:08
areas for reporting that are really important. So, we’ve set
19:11
the foundational workflow um all the way through. Now,
19:16
action items for success, this can be done in Vtwo or Vthree.
19:21
Both work really well. Uh we actually use uh with Simple
19:25
Growth as a certified adviser. We use the Vthree forms
19:27
exclusively for website lead capture. Um they’ve got a
19:31
couple extra things in there that work especially duplicate
19:34
checking um and a code and that can be manipulated uh a little
19:38
bit more uh but the main things you’re looking at whether it’s
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Vtwo or Vthree uh I’m gonna stick with Vthree here um you
19:45
want your first name and last name in here they need to be
19:47
mapped back right here to first name last name the address
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needs to be mapped back to service address so when the
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software sees that information filled in it maps it back to
19:57
the particular leader client um other thing that you’re gonna
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need to do is we want to maybe create some tags on submit so
20:04
if we have some tags um basing on what services they want. We
20:09
wanna auto approved create on submit and we wanna create and
20:12
submit the the uh lead on submit. So, if that auto auto
20:16
approved create on submit and create on submit is not
20:19
checked, that form basically will take a snapshot of it and
20:22
they’ll be sitting on the leader client’s record but that
20:25
data as far as the custom fields or the variables that
20:28
you’re collecting will not sit on the actual leader client’s
20:31
record when we’re going down and looking at. So, once again,
20:34
we wanna minimize the clicks and just streamline the We
20:36
gotta have that all hooked up once before we deploy them and
20:40
that’s gonna be also for your phone intake form as well. So,
20:44
action items for success, we wanna learn about why we’re
20:49
winning and losing these estimates and the reasons. So,
20:51
we wanna go to the gear icon in the upper right hand corner and
20:55
we’re gonna go into estimate reasons right here and these
20:57
are the estimate reasons. So, you can add an estimate reason.
21:00
So, if someone wins an estimate or loses, you’re asking like,
21:04
hey, missus Smith, you don’t be asking, why did you hire us? Or
21:06
hey, uh unfortunately, you’re not going with this but if you
21:09
don’t mind me asking, why are you not going with us? Well,
21:12
They decided to do themselves. They gave the business to a
21:15
friend. We were too expensive. We never got back to ’em in
21:18
time. What are these issues so we can start to track and see
21:21
why we’re winning and losing work. There may be some issues
21:23
that we can dial in once we have some data on it to
21:26
actually go and improve our customer service and workflow.
21:29
But if we don’t track it, we don’t know. Data talks, emotion
21:32
walks. So, next thing is the cancel service reason. So, when
21:36
people cancel your service, we probably should be um asking
21:41
them why they cancel. A pro tip as we started the scale,
21:45
obviously, you’re gonna lose customers. Um here and there.
21:47
It doesn’t matter how good your service is. Eventually,
21:50
everyone’s gonna cancel at some point. Um so, why not put a
21:54
process in place for that admin or manager has to get on the
21:57
phone with them before they can cancel. So, there’s two reasons
21:59
why we do this. A, we’re gonna make sure that that admin or
22:02
manager is gonna track why they’re cancelling so we know
22:04
and I’m gonna show you some stats here in a bit. Um the
22:07
other reason is like, you may be able to save that
22:10
cancellation or churn uh just by having a conversation and
22:14
maybe something as stupid as the guys or girls aren’t
22:16
blowing off the back patio on a regular basis and you might
22:19
just say, hey, listen, let me let me copy a free mowing next
22:21
week and let’s make sure that’s taking care of and moving
22:24
forward. If it happens again, you know, we understand you
22:27
wanna leave but let’s try to make it right. Um but something
22:30
simple as that may be able to save a cancellation and if it
22:33
cost you 100 to $150 to get a new client, it’s worth maybe
22:37
giving up a free mowing or part of a mowing to actually fix
22:40
that problem and get ahead of it but if you just let people
22:43
cancel without having a conversation and requiring it,
22:45
my feeling is you’re missing out on a lot of opportunity to
22:48
save cancellations. So, why do estimate one and loss
22:53
cancellations reason? Well, we kinda talk about this before
22:55
but we really wanna see the trends why people are hiring us
22:59
and why they’re not hiring us and new market trends. So, if
23:03
we weren’t tracking these numbers um and trends, we
23:07
actually started this online automated bots about five,
23:10
almost 6 years ago in my lawn care company um but we started
23:13
to see a trend that people are buying online and requesting
23:16
more estimates online and then with Uber, Netflix, all the
23:20
other things going on that just started to shift but very
23:23
similar to Wayne Gretzky, the hockey player. Uh Wayne always
23:26
wanted to be where the puck was gonna be, not where the puck
23:28
was um and that was his key to success cuz he was looking to
23:32
the future of the game and where the play was gonna go and
23:35
not where it was at and he he he predicted with great
23:39
success. Well, I’m gonna suggest you do the same. It’s
23:41
the same thing in your business. If you don’t track
23:43
these things, you will have no benchmark to say, hey, where’s
23:46
the market going and how do I get ahead of it and be an early
23:49
adopter. That’s been one of the key success of my lawn care
23:52
company in Simple Growth is we have been um really
23:56
aggressively looking where’s the next shift in buying or
23:59
technology. Uh automation is still somewhat new in the
24:02
service industry. Believe it or not, uh I’m going on probably
24:06
nine or 10 years at least of automating my lawn care
24:09
business and that was a huge shift. no1 in my market knew
24:12
what we’re doing or what the success was coming from um but
24:15
it was automations. It was automating of those nine
24:18
arounds and all the different things we do and talk about but
24:21
taking a look at it right now, if you haven’t jumped on the
24:24
automations bandwagon, it’s probably a good time to do that
24:26
with ProPlus and Service Autopilot because that’s where
24:30
the market is but it’s still early adapters. So, there’s a
24:33
lot of time to adapt. Um but without this data, some of that
24:36
stuff may not uh might not be as um So, next thing is action
24:42
items, we wanna add our cancellation reasons and how we
24:46
do that is we go to the gear icon um and cancellation
24:48
reasons here and we we go in and put this in here. So,
24:53
standardizing the workflow to create predictable success. Um
24:56
so, when we go into the gear or the report center, uh in the
25:01
report center, there is, I’ll have a screenshot here in a
25:03
minute but basically, on the left, there’s a little icon
25:05
that looks like a toaster oven. The numbers that we’re gonna
25:07
take start to look at is how many leads were generated, how
25:12
many, how many of Those leads were converted into a client.
25:15
What is the percentage from lead to client? So, converting
25:18
a new prospect into a paying client and cancellation, so
25:23
churn, how many people cancel and why are they cancelling?
25:26
So, that’s why those cancellation reasons are
25:28
important and what’s the average percent of new growth
25:30
um from twenty to twenty-one and and let’s take a look at it
25:34
cuz a lot of us probably at this point just have our heads
25:36
down and we haven’t looked yet. We’re just going, going, going
25:39
but let’s take a half a day or maybe over the holiday weekend
25:41
and see where at compared to last year and where we growing
25:44
and where we are growing. Uh so this is right out of one of our
25:47
sample test accounts but we had some fictitious data here of
25:50
2015 through twenty twenty. So it looks like this test client
25:55
basically would be they just started out in twenty fifteen.
25:57
They had thirty-four leads and 100% of them turned new
26:00
clients. Probably on if this was a real client. They or
26:03
company they would probably be under pricing and just winning
26:06
all the work. Not uncommon. Now we bumped up to 101 and we won
26:09
ninety-six. We’re closing 95% of our estimates. Probably same
26:13
thing. We have a worked out our pricing and we’re probably
26:15
basing it on market pricing. What we think the market will
26:18
demand. What we really need to go is what is our hourly cost
26:21
to operate with a percentage profit margin built in with a
26:26
realistic paycheck for the business owner. Um and then
26:30
what is it with at least a fair market value of the business
26:33
owner’s expense. So now you kinda probably get a little
26:35
savvy in twenty seventeen. Uh we’re invested some money and
26:39
now we’re at a 57% close ratio. So 57% of the estimates were
26:42
winning uh income clients. That’s probably pretty
26:46
realistic. So now, this happens when uh itty bitty company
26:49
kinda starts moving up. You got 271 estimates basically you put
26:52
out that year. At least for new leads. Now, you double down and
26:57
your conversion ratio goes down to 51% but you got 461 leads or
27:02
prospects. Um and we’re hovering around fifty percent.
27:05
That’s probably okay. Fifty to sixty-five percent. Um some
27:08
would argue that maybe your prices are too low but if
27:10
you’re doing this correctly, and you automate it, you follow
27:13
up uh five or more times cuz statistically, 80% of all your
27:16
estimates are closed on five or more communications. I’m
27:19
recommending they should be Email text and phone calls or
27:22
ringless voicemail bombs but now we’re we’re driving into
27:25
twenty nineteen. We got 869 estimates um and we’ve
27:29
converted at forty-one percent. Still not too shabby at that
27:31
volume and you’re probably doing some really good um
27:34
estimating at this point. Now, in twenty twenty, fictitiously
27:38
here, you’ve got 1,100 you’re closing at thirty-five percent.
27:41
Well, probably not too shabby honestly at that number like we
27:44
probably wanna get a little bit higher but I that’s very
27:46
respectful if this was a real company. I think that that
27:48
would be that would be acceptable. Now, the issue here
27:52
is we’re not paying attention to how many people are
27:55
cancelling. So, we’re running as many people through this
27:57
basically imaginary funnel right now and just as many
28:00
people are starting to drop out and cancel. So, all the new
28:02
clients come in and old clients go out and cancel. So, we wanna
28:05
keep an eye out of not only the prospects and conversion of new
28:08
clients but we wanna look at terminations. So, it wasn’t too
28:11
bad as we’re going here um but then, from something happens
28:15
here pretty significantly between 2019 and 2020 like they
28:19
almost double. Um so, if this was a real I would look at this
28:22
‘cuz like, we’ve got some issues here. So, let’s go into
28:25
the cancellation report and see why did they cancel? What’s
28:28
going on? Is it maybe people are just moving out of the area
28:31
that you service and you can’t control that or right here, um
28:36
not happy, seventeen percent. So, increase uh year to year,
28:41
growth. They were growing pretty good here fictitiously
28:44
and then, wait a minute, we’re actually going backwards in
28:47
twenty twenty. So, these are numbers that we need to um take
28:52
a look at and your cancellation percent was about thirty,
28:55
seventeen, thirty-eight percent. Boom. Now, it jumps up
28:57
to almost seventy-five percent. You’ve almost doubled the
28:59
cancellation rate. So, this is why setting those up and
29:02
standardizing the office inflow uh work intake is really
29:05
important cuz as a business owner, manager, you really need
29:07
to see this data. Um so, why do the lead sources matter and why
29:11
do we need, what do we need to know? So, we need to know how
29:13
many of those leads come in per source, how many convert into a
29:16
client? So, once again, we need to start as client and convert
29:18
or start as a lead and convert to a client cuz those are some
29:22
of the um points where the reporting is gonna dial in for
29:25
you and then we not wanna know our client acquisition cost.
29:28
What does it cost to acquire a client per lead source and then
29:30
what’s the client? Lifetime value. So, the Facebook versus
29:33
HomeAdvisor example is basically um the example like I
29:37
now marketing is gonna become fun because if I know I take
29:40
that forty to $45,000 and spread it across my top five or
29:44
six advertising sources. On average, I should get X amount
29:46
of leads, X amount of those leads should become clients and
29:49
X amount of them uh client should last so long on average
29:53
and be worth X amount of dollars. So, this is uh the key
29:57
to getting the data in to run your marketing and sales
29:59
machine. So, how do you access report? I talked about it a
30:03
little bit earlier. We go into reports up top report center
30:07
and we go to little toaster icon here. And that is the
30:11
report that we’re pulling out. So, uh once again, out of our
30:15
test client here but we’ve our test account. We pump some data
30:19
in here uh and this just another look of the new leads
30:24
converted in conversion ratio um and then we’ve got let’s
30:27
just say Google here you had 562 leads uh 191 of them became
30:32
clients you got a conversion ratio of about thirty-four to
30:35
35% um so that is the idea we go through all our marketing
30:38
sources so we’re able to take a look at that data now and go
30:42
out and put a plan in action for next year or take a look at
30:46
this year’s um numbers and uh I’ll show you if I have time
30:50
here quick at the end how to actually put this in cuz I
30:53
don’t think I have a slide of it but the cool thing is if
30:55
you’ve been tracking your lead source You haven’t been
30:58
tracking your marketing campaigns, that will actually
31:03
allow you to go back retroactively at least this
31:06
year to get that data and get these marketing numbers for you
31:09
so you actually have it. So, that’s um in my opinion is is
31:13
really important here. So, let me uh on my other screen, see
31:18
if I can open up. That’s account for service autopilot.
31:22
Perfect. Okay. So, here’s one of the simple growth test
31:24
accounts uh but the idea here is that if you go into the gear
31:28
icon, it and go into client source. It’s not only enough to
31:34
set up the client source but what I really recommend is if
31:38
we had a door hanger campaign per se. Right here, we’d add
31:41
the campaign and we would start in. So, let’s say we had, we
31:44
did one in 2018 uh but let’s say we’re doing one in July.
31:48
We’re gonna go out for our second round of pruning in bed.
31:50
Um we’ve distributed 5,000 uh at ease here and the total
31:54
expense maybe was 1,200 bucks.
31:59
5,000 our total expense is 1,200 dollars. So now, we can
32:03
have multiple marketing campaigns in here uh but when
32:06
you assign the door hanger, whatever that is, Facebook ad
32:09
to the lead source, if it falls within the start and stop date,
32:14
this is where the client acquisition cost and closing
32:16
ratio comes based on the the distribution quantity and the
32:19
total expense and if it was an internal upsell, we could
32:21
actually track that as well. So, this is what I’m gonna
32:24
recommend you set up on the back end. So, the good news is
32:26
if you don’t have this, you can go back and put this in,
32:29
refresh the reports, and then pull the date up for this year.
32:31
So, that’s something we’ve been doing a lot of. So, you get the
32:35
idea here and now, going into the cancellations. Once again,
32:39
under that little toaster icon, cancellation count report, uh
32:42
we’re gonna go in and see how many people are dissatisfied,
32:45
pricing, are you too expensive? Um or how many people moved out
32:48
of the area. So, if you’ve got um right here, let’s see sold
32:55
house, 6% of your client base, six sells their house every
32:58
year. Well, then you know, if you wanna at least stay even
33:01
where you’re at, we need to replace six to seven of our
33:04
client base just to stay even. Now, in big markets, that’s
33:08
pretty common. You can have seven to 8% of your client base
33:11
literally just leaving and it’s totally out of your control.
33:14
So, that is one of the things we wanna take a look at. So,
33:17
that’s why we’re tracking these cancellation or cancellation
33:20
reports and if they’re dissatisfied, they lost their
33:23
job, maybe due to covid, whatever that is, now we know
33:26
so we can go out and scale that business with no emotion. So,
33:30
hopefully that was helpful. We’re always here as a
33:34
certified adviser to help you and if you have any questions
33:37
or concerns, feel free to free to hit us up. We are still
33:40
doing Audits at SG dash Audit.com uh but the main idea
33:43
here is we really wanna go in and um help you grow and scale
33:49
your business uh with service autopilot and create that
33:53
predictable workflow inside your office literally from lead
33:56
acquisition and tracking all the information. So, good data
34:00
in, good data out obviously. Uh the other thing that I find
34:03
with uh most softwares that I work with is no data in, no
34:07
data out. So, I wanna make sure that we’re getting the data we
34:09
need to make those decisions down the line um and by
34:12
standardizing it to basically screen with the auto assist in
34:16
Pro Plus, that is gonna take your administrative staff’s
34:18
learning curve and shrink it down significantly. On the next
34:22
episode or in 2 weeks or next week, I’m gonna probably go in
34:26
and dial in the remainder of the workflow for the office.
34:29
So, literally, now that we’ve won the estimate, what is that
34:33
workflow look like from stem to stern? So, we’ve really gone
34:36
over maybe one screen, one and a half screen as far as getting
34:39
the lead in and converting the client. Now, what does that
34:42
rest look like to really kinda consolidate that workflow. I
34:45
think that’s the key to bring a new person in any software but
34:47
especially service autopilot. If we can make it predictable
34:50
and simple with a phone intake form and standardizing
34:52
information that you need and make it predictable. Uh those
34:55
are gonna be the key success. So, comments, questions, drop
34:58
below. Wanna thank Aaron for hanging out here uh on the SA
35:01
Weekly Talk Show. Be coming to you live once again uh around 1
35:05
PM Eastern, twelve Central uh with the holiday weekend here.
35:07
Um I had one of my meetings uh had to get rebooked so I wanted
35:11
to make sure we got in here before things got created later
35:14
in the day but I’m off to my team call and hoping to see you
35:17
soon at some live conferences in GIE coming up here as well
35:21
in the future. So, as things kinda loosen up, the Simple
35:26
Grow team, myself, will be out and about making our rounds at
35:30
the hopefully some of the normal conferences as they come
35:33
about. So, we’ll see you again next week. SA Weekly Talk Show,
35:36
your host, Mike Callahan. We’ll talk to you soon. If you like
35:40
this show, you might wanna check out our resources at WWW
35:44
dot Start Simple Growth dot com. While you’re there, enter
35:48
to win an estimator chatbot. Mike Callahan is available for
35:52
private coaching.

Callahan’s Corner: Tracking Marketing Spend and Client Acquisition Cost

Video Transcript

00:00
Welcome back to Callahan
00:02
corner, where you ask a
00:03
question we have some live
00:05
right here on Facebook, so I
00:06
had a question submitted here
00:08
um in one of the user groups uh
00:10
gentlemen, wanna know anyone
00:12
have a good way to track
00:14
advertising spend based on a
00:15
specific segment of your
00:17
business. so gonna answer the
00:18
question here How to track it
00:19
based on each segment of your
00:22
business as well as an overall
00:23
view of your advertising um for
00:27
your service business, so it
00:29
doesn’t matter whether your
00:29
lawn care home cleaning pest
00:30
control. Uh these are features
00:31
that are built. In natively
00:34
inside service Autopilot to
00:35
track these spends and then I’m
00:37
gonna actually dive into a
00:38
Google sheet that we used in my
00:39
business uh to seven figures in
00:41
well beyond to actually track
00:43
and forecast um the sales goals
00:46
now going into 21 so um next
00:49
five to 10 minutes are gonna
00:50
really dial in and show you how
00:51
this can be done uh in
00:53
addition, if you’re watching
00:54
live or recorded kinda curious
00:55
if you can put a comment in
00:57
here uh we’re thinking about
00:58
doing a uh almost a webinar
01:01
Wednesday type deal where we go
01:02
through and break down all the
01:04
different things that civil
01:05
growth does um and if you’re
01:07
looking to do it yourself,
01:07
we’re gonna kinda. Demystify
01:10
that and if you’re looking to
01:11
get some help with it, then
01:11
you’re aware of what we do, but
01:13
um probably like a webinar
01:14
Wednesday, whether it’s on
01:15
Facebook, live or private
01:17
webinar, but if anybody
01:18
watching this live or recorded
01:19
uh thinks of that would be of
01:21
interest. um it’s something
01:22
we’re considering doing over
01:22
here and potentially creating a
01:25
private Facebook group um to
01:27
create a community around just
01:29
the people who wanna work uh on
01:30
their business and not
01:31
necessarily in it like Michael
01:32
Gerber would say so uh without
01:34
any further delay, I’m gonna
01:34
bump out the screen here and.
01:38
Get in the service Autopilot,
01:40
so I’m in one of our test
01:41
accounts here and the
01:43
foundational piece of this uh
01:44
there’s really two parts um the
01:46
main thing here is we wanna go
01:48
in and set up some um sources
01:52
so our clients sources now it’s
01:55
kind of uh a two-step approach
01:57
here um and I think to answer
01:58
the question directly. I think
01:59
there is best practice so if
02:01
you are working with a Facebook
02:03
ad agency, you’re running sales
02:06
um or you’re doing paper, click
02:07
or anything on Google. Uh I
02:08
think the best process. Here is
02:11
probably going to go in and we
02:13
wanna add some sources per
02:16
campaign um and that maybe for
02:18
ticket segment if you’re doing
02:19
uh lawn care and design build
02:22
um it must be separate. but the
02:23
main thing here is we’ve got
02:26
our Facebook. Let’s call our
02:28
Facebook ad um and let’s just
02:31
see it’s gonna be from one uh
02:34
to make it twelve one.
02:41
Twenty to 120 slash 21, so
02:45
we’ve got our our our Facebook
02:47
ad source for the specific
02:49
campaign. Um now this can be
02:50
done for door hangers and other
02:51
things or every door direct
02:53
mailing but the more specific
02:54
you can get in here is probably
02:55
the better than once you have
02:57
this. we’d go in and add a
02:58
campaign so we would actually
03:00
put our end of this from twelve
03:03
one into the twentieth of next
03:07
year and obviously distribution
03:09
you don’t have that. but if
03:10
you’re doing door hangers or
03:11
anything physical, you can have
03:13
account that’s gonna be uh an
03:13
extra data. You’re definitely
03:15
gonna want in there now our
03:17
total expense, so let’s just
03:19
say um that it’s a 1 month
03:21
campaign or actually almost 2
03:23
month campaign. Let’s say we’ve
03:25
got a uh a $3000 ad spend we’re
03:28
gonna put that in there now,
03:29
it’s not an up-sell so an
03:31
up-sell could be done through
03:32
Facebook or potentially
03:35
retargeting um but the idea
03:36
there would be is you’ve got a
03:38
custom audience you’ve loaded
03:39
up so people that are existing
03:40
customers that you’re
03:41
retargeting through Facebook ad
03:43
or door hangers online or
03:44
offline marketing. This is
03:45
gonna be an online marketing
03:47
play here um so that’s how
03:48
we’re gonna set that up. Next
03:51
thing is you wanna go in? um we
03:52
do this for a lot of the um
03:54
Facebook management companies
03:56
that we work with, but the idea
03:57
here is you’re gonna be going
03:58
in and adding a forms are we
04:00
actually go back just to vtwo
04:01
uh because that’s where most
04:03
people are playing right now,
04:03
but it most definitely can be
04:05
done in vthree um and depending
04:07
on uh the sophistication level
04:09
almost recommended in vthree,
04:11
but I’m just gonna add a form
04:12
here just cuz it’s gonna be
04:13
really simplistic to get it. Uh
04:15
in vtwo here so you can see it
04:17
and this is where most of our
04:17
clients right now are hanging
04:19
out so that um just kinda make
04:22
sense here. but once this
04:23
loads, I’m gonna pull this up
04:25
and the idea here is um when we
04:29
add this form, there’s a couple
04:31
main things in vtwo that you
04:32
need so you’re gonna need a
04:33
first name the last name map
04:34
back the first name last name
04:36
um and you’re gonna need. email
04:37
back to email cuz this is a
04:39
lead uh service address would
04:41
be creating a client and you
04:43
map that back to service
04:44
address. but really that’s not
04:45
the play here we’re going in
04:46
and we’re capturing their. When
04:48
they request an estimate now
04:50
with an estimate request for
04:52
transparency, you may need that
04:53
service address but minimally
04:54
in your first name last name
04:55
and email uh in the additional
04:57
one is going to be um the
05:00
service address mapped back
05:02
here. So let me refresh this
05:03
here uh internet has been a
05:04
little wonky with all the kids
05:05
home in the neighborhood so it
05:08
is possible um so I’m gonna go
05:09
into my test form here. Pull
05:12
this up and show you uh what
05:13
we’re doing here but basically
05:14
what we’re doing is they scroll
05:15
about three quarters away down
05:16
the screen and That is going to
05:19
allow you to set up your um
05:22
client. source. We taking our
05:23
client source and the gear icon
05:26
under client source. We’ve set
05:27
up that Facebook ad and then
05:29
we’d have a specific form here
05:32
that is going to be
05:34
specifically for that. um
05:37
Facebook ad and then source on
05:39
submit We’re gonna go in and
05:40
take our Facebook ad of that
05:43
date run. So now we’ve we’ve
05:44
tracked the lead acquisition
05:46
and then in the report. It was
05:48
gonna show you your conversion,
05:49
so I’m gonna show you in the
05:50
back end what this looks like
05:52
but uh any comments or
05:53
questions you know, feel free
05:54
to do that but uh first name
05:56
last name need to be back to a
05:58
first name last name and a bare
06:00
minimum you need email back to
06:00
email now the address for an
06:02
estimate uh it is probably
06:04
something you want um and a
06:05
phone number. So we’re talking
06:07
about amp Omni-channel
06:08
marketing So we’re talking
06:10
about email text message and
06:12
messenger um and phone call so
06:15
we wanna be able to get enough
06:16
data in there. So it’s a list
06:17
that. Well now and you’re not
06:19
borrowing it from Facebook uh
06:20
cuz if the algorithm switches
06:22
you want control of that so the
06:23
main idea is you’re under the
06:25
gear icon. We’re setting up
06:26
that client source once again,
06:27
um if you haven’t done this in
06:30
2020, you can actually go back
06:31
and update this and for what
06:34
I’ve seen with the simple
06:35
growth clients that we’ve had
06:36
to go out and pull this state
06:37
out uh for all of last year,
06:39
but we wanna go in and add a
06:41
source name the source and then
06:42
every time you do an ad
06:43
campaign underneath that
06:45
particular source. We can have
06:46
these. Ending so you may have
06:49
Facebook um particularly if you
06:52
don’t care about the granular
06:53
each campaign and you’re gonna
06:54
have the start end date of each
06:56
campaign. Uh so Facebook can be
06:57
a general header and these are
06:59
just the separate campaigns or
07:00
you’d have each particular ad
07:02
um and then having that form
07:04
automatically submit that lead
07:05
contact your office to um
07:08
require that estimate or if
07:09
you’re not using a bot, a
07:10
messenger bot um this is the
07:12
way to go um in addition, you
07:13
can do something like a door
07:15
hanger so um the door hanger
07:17
you can you can have the start
07:19
and the distribution of say
07:21
5000 uh actually maybe fifty.
07:23
Of these And it was a uh a
07:26
$1000 spend. That’s how you
07:28
attract that so all flat online
07:30
marketing. we have a form that
07:32
automatically submits if you’re
07:33
driving them to a landing page
07:34
with that embedded into it. And
07:35
then the final part is under
07:37
reports Report Center Uh we’re
07:39
going into service Autopilot
07:41
and we’re going into the uh on
07:43
the left here when it loads up.
07:44
It’s the old toaster oven that
07:46
I like to call it This is not
07:48
in the new reporting Center.
07:50
We’re actually going over here
07:51
to essay reports and this.
07:55
Report is gonna give you
07:56
everything you need so um if
07:57
you’re watching this or you
07:59
wanna watch the recorded
07:59
version, you wanna kinda hop
08:00
back and forth every report.
08:03
I’m running is right from the
08:04
screen. It’s prebuilt and you
08:05
just filter the dates and
08:06
everything loads in nicely. So
08:08
um I’ve taken the Liberty take
08:10
some screenshots, but the first
08:12
report is sourced by summary
08:14
and that is one of the reports
08:15
in here so we can run that sale
08:18
source by summer report and
08:19
this is the data that we’re
08:20
getting out of it um so it’s
08:23
gonna give us our number of
08:23
leads number of converted
08:25
conversion ratio so in this.
08:28
Example, we had 1800 leads 485
08:32
turned into clients. We had a
08:33
conversion ratio of 26% now
08:35
that’s across all our sales.
08:37
now we go into our source name.
08:39
so these are the clients
08:41
sources so if he had broken
08:41
down each Facebook ad uh we
08:44
would actually be able to see
08:45
the efficiency of each ad and
08:47
then we can go back into our
08:49
ads, manager and repurpose the
08:51
winning ads for the next year
08:52
um and like I said, you
08:53
probably wanna have a separate
08:55
form with the lead source for
08:56
that online marketing. Or
08:57
Google so you can track the
09:01
efficiency and the return on
09:03
investment for um your company
09:05
running your Facebook ads or
09:07
your Google um paper click So
09:09
what we’ve got is a whole bunch
09:10
of um sources here and we’ve
09:13
got here is uh how many new
09:15
leads how many leads converted
09:17
in a conversion percentage of
09:19
uh a sale. So now we’ve got the
09:21
overall new leads and
09:23
conversion percentage, but some
09:23
of these uh here are obviously
09:25
going to be bigger winners so
09:27
customer referral uh fictitious
09:28
here. Converted at 57%, which
09:31
is probably about right um but
09:33
our postcards direct mails
09:35
about 33 to 36%, so you’re
09:37
gonna be able to define your
09:38
winners and losers on this and
09:40
be able to work this back into
09:41
a marketing plan next year. So
09:43
this is the next step and I’ll
09:44
show you uh how we do that. now
09:46
we got a company scorecard for
09:47
my year so this is another uh
09:49
great report once again under
09:53
that um the gear the report
09:55
center the little toaster oven
09:56
there and then the final thing
09:57
uh that we’re looking at is. A
10:00
cancellation report per um
10:02
reason so we wanna set up our
10:04
cancellation reasons as well
10:07
and by source our cancellations
10:11
and um the additional
10:13
information around councils. So
10:14
what we can do is we had a
10:15
total of 437 the average days
10:19
as a client here uh was 9
10:21
years, so you can run some
10:23
client lifetime um reports on
10:25
that as well. so that’s uh
10:27
pretty interesting so the
10:28
average days for client uh in
10:30
this test account was thirty
10:32
100 days. um this is uh I think
10:33
this. Data was actually here um
10:37
pulled out of the the old
10:38
Callahan’s account. um I think
10:39
our average client lifetime
10:40
value was around 9 years. Our
10:42
retention was pretty high um,
10:43
but that is the data that you
10:44
can have so it’s non emotional
10:46
data. We wanna set the client
10:47
source. We set up forms and
10:49
submit it and then we go to
10:50
that toaster icon on the report
10:52
center pull up the uh area here
10:53
and then what you can do is you
10:54
can create a marketing plan, so
10:55
this is something that we do
10:56
when we work with clients that
10:58
work with simple growth as we
11:00
set up um, for example, Google
11:03
ads here so if we based it off
11:04
six. Um leads in 2020, we had a
11:10
20% increase in spend
11:11
statistically that should have
11:13
um basically the same ratio of
11:15
closing rates. so if we bumped
11:17
it up by 20%, we have the same
11:18
closing ratio of 35% uh we
11:21
should instead of 600 leads
11:22
last year produced 720 leads uh
11:25
we get about 252 new clients at
11:28
that closing ratio and then we
11:29
can have cost of our marketing
11:31
spend and then the average cost
11:32
per client for. Google or
11:35
Facebook or Yelp, or whatever
11:36
that looks like so we know what
11:38
is our client acquisition cost.
11:40
And now we know our average
11:41
total for the season of 878 uh
11:44
uh we’re gonna talk timing and
11:45
the geographic area and what
11:46
we’re gonna do here uh
11:48
potentially is if it’s a
11:49
straight uh $1500 a month we
11:52
can do that or uh if you’re
11:54
kind of in my market here
11:56
you’re gonna be going uh
11:58
significantly heavier in March,
12:00
April and May um they’re
12:01
plugging those numbers and what
12:03
you’ve got is your projected
12:04
cash flow outlay for marketing
12:05
and you’re projected new. Per
12:07
month and at the end, you’ve
12:09
got your projected net new
12:11
projected cancel so we need to
12:13
take care of our sure um and
12:15
nutrition and then the
12:16
projected client total
12:18
thereafter. um so we’re we’re
12:20
building in new clients, but at
12:21
the same time we probably have
12:22
a couple coming out the bottom
12:23
so we wanna know what our
12:25
projected net is projected
12:27
projected client total after
12:28
that um and we’re gonna back
12:30
these numbers in here um great
12:32
talk if you have the recordings
12:35
to um essay thrive, Jonathan
12:37
One uh even deeper than this in
12:39
his as a thrive talk um and it
12:42
was interesting cuz we had uh
12:43
had not talked about that, but
12:45
we’ve been actually talking
12:45
about this with simple growth
12:47
clients and how to actually do
12:49
this and working with them to
12:50
set these plans up uh and then
12:51
Jonathan actually talked about
12:53
it as essay thrive um so if
12:54
you’re unfamiliar with Jonathan
12:57
he’s from or of the lawn care
12:58
Millionaire uh co-owner service
12:59
autopilot, but that’s uh
13:00
something that he was teaching
13:02
and I say thrive and we’re
13:03
gonna break down our services
13:04
so the uh the actual. For last
13:07
year, the projected actuals for
13:08
this year, then the difference
13:10
from our goal and as we go
13:12
down, we’re gonna track it
13:12
weekly So at the end of this
13:14
week, we had a new twelve
13:16
clients and we need an
13:17
additional thirteen to hit our
13:18
goal so you have a daily um
13:21
cadence of tracking the actual
13:22
versus budget and sales goals
13:23
that way to hold your team and
13:25
yourself responsible so uh
13:26
hopefully this is helpful Gear
13:28
icon client sources forms and
13:30
auto with that lead source in
13:32
there we wanna track underneath
13:34
it to the uh actual start and
13:35
end the distribution quantity
13:36
of it. Offline hard copy and me
13:39
being otherwise um we
13:40
definitely wanna track the
13:41
price or what you’re paying for
13:43
your digital marketing and that
13:45
will get you those uh values
13:47
that you’re looking for so
13:48
Callahan’s corner ask
13:49
questions. We answer them live
13:50
right here on Facebook feel
13:51
free to submit any questions
13:53
once again, if you’re watching
13:54
this live recorded um thinking
13:56
about doing it on a set time
13:57
every Wednesday um to
13:59
compliment the essay weekly
14:00
talk show, but uh be like a
14:01
webinar Wednesday where we go
14:02
out and break down all the
14:04
things in your business that
14:05
you need to do to be successful
14:07
for 21 or 2021. Usher girls and
14:10
outline your competition so
14:11
we’ll see you again tomorrow.
14:13
Callahan’s corner ask the
14:14
questions We have some live

Callahan’s Corner: Packages, Estimates, and Discounts in Service Autopilot w/ Chad Raines

Video Transcript

00:00
Back to Callahan’s corner,
00:02
where you ask a questions and
00:04
chadwick and myself answered
00:05
live right here on Facebook so
00:07
um if you haven’t seen him or
00:09
met him before Chadwick reigns
00:11
of the simple growth team, uh
00:14
one of the masterminds of
00:15
basically fourteen team members
00:17
on the team behind the scenes
00:18
so um if you haven’t started to
00:21
see the simple team far as uh,
00:23
Dylan Chad Jen myself, um we’re
00:25
gonna start to expose the bench
00:27
that we have built and show you
00:28
why the simple. Not just Mike
00:31
behind the camera answering
00:33
questions but at full built
00:34
service system to go out and
00:36
help you outline outgrow and
00:38
out build your competitors
00:39
coming here in the twenty-one
00:41
season so without any further
00:43
delay, I pop the screen out
00:45
here in a minute for Chad do
00:46
pop into this, but one of the
00:47
pre submitted questions by
00:48
urban was he wanted to know
00:50
specifically inside service
00:52
Autopilot. How do we set up a
00:54
package and not show a grand
00:56
total? So Chad’s gonna break
00:57
down the different options of
00:58
weight is to present. The
01:01
totals of a package now a
01:02
package job is simply um some
01:05
normal services compiled into a
01:07
job that we put into basically
01:09
a pseudo waiting list, so it
01:11
doesn’t have to be done today,
01:12
but it has to be done maybe
01:13
sometime this week and this can
01:14
be scheduled out throughout a
01:17
12 month period. They can be
01:18
set up to auto renew some of
01:19
the things we’re not gonna get
01:20
into, but just give you a
01:21
high-level idea of where these
01:22
at now now question was around
01:24
fertilization weed control
01:25
other areas this may apply for
01:27
a package job is a better. Bush
01:29
job or landscape maintenance uh
01:32
pruning packages and one of our
01:33
favorites right now before the
01:35
holiday season is holiday
01:37
lights. Yes, that is probably
01:39
the expert opinion of the
01:40
simple routine. how to utilize
01:41
packages for holiday lights. so
01:43
we’re gonna be diving in
01:45
showing you how to do discounts
01:46
um so fast seat belts. get
01:48
ready. Chad’s gonna take the
01:49
wheel here um but I’m just
01:51
excited to be exposing the rest
01:53
of the world to the super team
01:55
and how what we do is different
01:57
than pretty much anybody else.
01:59
Inside the service, Autopilot
02:00
ecosystem how we go out and set
02:03
things up. We give you a
02:04
blueprint. we test them aim. We
02:07
implement them and we’re not
02:08
just talking about features and
02:08
function here folks. We’re
02:11
talking about workflow from
02:12
lead acquisition through
02:13
billing and fulfillment and
02:15
everything else in between
02:16
these are things that have been
02:17
learned by at least three or
02:19
four of the people on the civil
02:21
team um that have either owned
02:24
or worked in seven figure plus
02:26
businesses. so we don’t just
02:27
talk about it but we. Live uh
02:30
Chad was an integral part of a
02:31
seven-figure business um in the
02:33
inner workings of the office,
02:34
myself and Dylan both of
02:36
seven-figure businesses. That’s
02:37
what we’re bringing to the
02:38
table and that’s what we’re
02:39
gonna be talking about in this
02:41
video and any of the other
02:43
episodes of Callahan’s corners
02:44
or the essay weekly talk show
02:46
so Chad without any further
02:48
delay brother um little long
02:50
winded today, but I do have to
02:51
pick those kids up sometime
02:53
this afternoon so we’re gonna
02:54
pop this open and uh I’m
02:57
sending it over to you. Brother
02:58
Okay. So hi. Chad Reigns here
03:00
just to make sure Mike Can you
03:02
see my screen right now? I can
03:04
see it perfect already so as we
03:07
can see we’re on the Chad
03:09
Reigns testing Lane here in
03:11
Denver, North Carolina. so the
03:13
first part of how you’re going
03:14
to be setting up your packages.
03:16
of course, you’ve built your
03:17
package, but now you want to uh
03:19
move on to estimating it. so
03:21
we’re gonna go ahead and we’re
03:23
gonna click on. Add an estimate
03:24
This is going to pop up our
03:26
template now if you are using
03:28
this. Adjusted workflow you’d
03:31
already have under templates,
03:32
you would be able to select one
03:33
of your templates and you’d
03:35
pull open uh whichever template
03:37
has your packages on it Uh just
03:39
full Disclosure. Mike and I
03:41
both recommend that what you
03:42
should do is have um two
03:45
different options. The first
03:47
should be a template um which
03:50
possesses your package without
03:51
any discounts applied to it and
03:53
the second would be um the
03:55
package with the discount
03:56
applied that way you’re not
03:57
having to add the same discount
03:59
every single time you’re just
04:00
pulling open the template,
04:01
which is appropriate to the
04:03
package you’re attempting to
04:04
estimate. Um you don’t have to
04:07
do that. Of course, you can
04:08
apply the template um and then
04:11
apply the discounts afterwards
04:13
entirely depends on you, but if
04:14
you wanna save yourself time
04:15
and if you’re presenting the
04:17
same discount over and over
04:18
again, um that could be a first
04:20
time discount veterans um it
04:22
could be any kind of particular
04:24
sale that you run throughout
04:25
the year anytime you have
04:26
something that you’re going to
04:29
be um doing the same discount
04:31
repeatedly just go ahead and
04:33
apply that to the template
04:34
ahead of time. but. We’re not
04:36
gonna do that. We’re just going
04:37
to assume that we don’t have a
04:38
template for this particular
04:40
package. What do we do so we’re
04:41
gonna go down here. We’re gonna
04:43
click on this ad item. We’re
04:45
gonna choose package and uh
04:46
we’re just gonna go ahead and
04:47
we’re gonna choose Chad’s test
04:48
package uh now as or did ask uh
04:51
this could be lawn
04:53
fertilization and you could
04:53
have seven you could have
04:55
fourteen um of these different
04:57
services. Ultimately it’s not
04:59
going to impact what we’re
05:01
about to do so we applied our
05:04
packages as you can see we have
05:06
two different uh services
05:07
inside of this package. They
05:09
have their own dates, but
05:10
you’ll notice right here. This
05:12
little printer icon, and it has
05:13
a green check mark on it right
05:15
now, that’s because by default
05:17
in our estimate settings, we’ve
05:19
told service Autopilot that all
05:21
of our packages should display
05:24
on our estimates. I’m gonna
05:27
show you in just a moment where
05:28
to find that particular
05:29
location and how to manipulate
05:32
it on a global level, But for
05:33
right now, we’re gonna take it
05:34
all the way down into uh just a
05:37
pure estimate level so so uh
05:39
I’m understanding right, so
05:40
there’s two different ways to
05:41
tackle this and you’re gonna
05:42
break both of them down one is
05:43
on the particular estimate for
05:45
this particular client client
05:46
and this and there’s a. Setting
05:49
I’m assuming somewhere under
05:50
that gear icon that you’re
05:51
gonna dive into as well so
05:53
folks. if you’re watching this
05:54
Chad is gonna show us how to
05:55
handle on a one-off basis and
05:57
how to set it and forget it um
05:58
and then if you need to
06:00
override that you can so Chad
06:01
just wanna break that down some
06:02
clarity because the folks
06:03
haven’t seen this and they’re
06:05
getting ready for next year Um
06:06
each business is different and
06:08
we’ve seen and worked with
06:09
businesses that operate fully
06:10
different um ways and parts of
06:12
the country and when you go out
06:14
to look at this, it’s not a one
06:16
size fits all so I’m really
06:17
glad you broke down the
06:18
differences between that. So
06:19
take the wheel. Brother. Yeah,
06:20
well, absolutely and. As you
06:22
say one off, I think that’s a
06:23
great phrase for this because
06:25
even if you change the global
06:27
setting, you can still override
06:28
it on an individual level
06:30
without it dictating how
06:32
everything else in your
06:33
instance of service Autopilot
06:35
operates so it’s super useful.
06:38
um so right here a little gear
06:39
icon. I’m sorry uh a little
06:41
printer icon. We’re gonna click
06:42
on it and this is the package
06:44
print setting screen um so
06:45
right now it’s asking if you
06:47
wanna print the items if you
06:49
only wanted the um. Top so
06:52
right now it it would say test
06:53
package if that’s all you
06:55
wanted to display to your
06:56
client and you don’t want the
06:58
services broken out underneath
07:00
it then you would
07:03
select that option. That’s not
07:04
what we’re talking about today.
07:05
So we’re not gonna do that but
07:06
uh that’s that’s what happened.
07:08
The first apply our little uh
07:10
printer icon loses a green
07:12
check mark kinda fades away so
07:13
if on your screen, you’re
07:16
seeing this uh muted printer
07:17
icon and that’s because it’s
07:20
not been enabled. so we turn it
07:21
on so our global setting right
07:22
now is that both a package
07:24
total and the item total are
07:26
displaying. So um if we save
07:29
our estimate and we go ahead
07:31
and we preview I’m sorry first,
07:33
we have to choose an estimate
07:35
document so we’re gonna choose
07:37
Dylan’s document real quick. So
07:39
now we’re gonna click on the
07:42
preview button. No, we’re not
07:43
there We go. We’re gonna quote
07:46
then we’re gonna click on it
07:47
and no we don’t wanna change
07:49
the stage.
07:52
So the Pdf that’s being
07:53
generated right now um is based
07:56
off of the Dylan’s test. It’s
07:57
going to be pulling in all of
07:59
the information based on the
08:01
estimate grid that we’ve
08:03
selected for that document I
08:04
forgot to select the document
08:07
cuz I’m so used to using
08:09
templates so whenever you’re
08:10
setting a template up, you do
08:11
have the power to assign an
08:13
estimate document to it
08:14
automatically and by applying
08:17
that document um it allows you
08:19
to completely set it and forget
08:20
it so to speak um so I do
08:22
apologize for that oversight.
08:24
That was uh a force of habit on
08:25
my. Facebook Facebook Live
08:28
buddy What can go wrong will go
08:30
wrong in multiple? so I
08:31
appreciate uh I appreciate that
08:33
and if you’re watching this um
08:34
I mean you’re looking at the
08:35
expert of the experts. These
08:36
things do happen so um you know
08:38
you need to go out and first
08:40
draft better than no draft and
08:41
continue to refine that
08:42
process. So don’t feel like the
08:43
system is overwhelming. We’re
08:44
here at Callahan’s corner to
08:46
answer those questions so feel
08:47
free to drop in the live
08:48
comments and check what I’ve
08:49
actually done as an added bonus
08:50
or anybody watching this live
08:51
recording you can click the
08:52
link in the comments to get a
08:53
free Thirty-minute software
08:54
business audit as well. Okay
08:56
And we’ll explore some of these
08:57
areas in your business. Maybe
08:58
there’s weaknesses or gaps Um
09:00
what is your software look like
09:01
100% up um, especially if it is
09:04
service autopilot. We can show
09:05
you exactly what needs to be
09:06
set up for 100% success this
09:08
year. Yup. perfect uh yeah so
09:11
um as you can see right here as
09:13
mentioned this proves to show
09:16
both the total as well as the
09:18
per service um I would never
09:21
use this option reason I would
09:24
never use it is to fold one
09:25
personally. The company I used
09:28
to work for would send out
09:31
packages with this information
09:31
we would always be asked. wait
09:33
a second, it’s gonna be $40.
09:37
No. it’s not $40. It’s just
09:39
twenty. It’s ten per service.
09:40
Okay. Well, Why is the top
09:41
line? Do I have to pay you
09:43
upfront for no. That’s not how
09:45
it works. um it’ll it just it
09:47
caused that confusion so I
09:49
would never suggest using uh
09:51
package total and line items
09:54
There are reasons why you might
09:57
want to do that if you do just
09:59
my advice right here this
10:00
description location. uh please
10:01
make it explicit. To your
10:03
client that hey uh this service
10:07
is I’m sorry this uh amount is
10:11
the total and we’ve broken out
10:13
with each round is the other
10:15
reason I wouldn’t do it is
10:17
whenever you start to list out
10:18
the prices, especially if you
10:20
have a difference in price
10:21
between your rounds, you’re
10:23
liable to have someone say wow.
10:25
It’s gonna be $140 for the pre
10:27
immersion right before the
10:30
receding you know I’ve I get
10:32
that we have to do a bigger
10:33
dose because if we’re gonna go
10:34
longer without cuz we have to
10:36
let it Peter out before we do.
10:37
Receding but uh I’ll just pass
10:40
on that one service well, no I
10:42
no that’s not how it works um
10:45
so I would just hazard against
10:48
that. So what are our options?
10:51
Well? we have a number of
10:52
options um whenever we click
10:55
down here, we do have the power
10:56
to go ahead and we can say I
10:57
don’t want to package total and
10:59
light item. Instead, I only
11:00
want the package item totals
11:03
only so this is going to only
11:05
provide the $10 per service um
11:07
that way they can see. How many
11:09
brands are included, and it’s
11:10
also going to tell them how
11:11
much they’re going to be paying
11:13
each time that you come out. I
11:14
think that’s probably your best
11:16
bet um finally also have
11:18
package total only this is the
11:21
default setting whenever you
11:22
first tag on print items. Um
11:24
this is where only the Chad’s
11:26
test package is gonna have that
11:28
line item uh with that
11:30
information at the top so they
11:31
know it’ll be $40 or I’m saying
11:34
this case $20 uh for both of
11:35
the services that we’re
11:36
offering. So we’re gonna go
11:41
ahead and save that alright.
11:43
Here’s our gear icon and we’re
11:45
just gonna go ahead and do a
11:47
quick little bit of wizardry.
11:49
so we’re in our settings and
11:51
we’re gonna type in estimate.
11:52
it’s gonna pull up our estimate
11:54
settings right here now inside
11:55
of settings we have print
11:58
package items now if you’ve
12:00
never been in this particular
12:01
area when you come in, you
12:03
actually might see that it
12:06
looks like this. so you don’t
12:07
don’t say that usually happens
12:09
with service Autopilot. There
12:10
is different thing kinda hiding
12:12
behind the scenes so um it’s
12:14
who will know what are the
12:15
things on our about fifty step
12:16
check with. When we set service
12:19
autopilot up as a certified
12:20
adviser, if this is one of the
12:22
main things that we actually go
12:23
in um because if you’re setting
12:26
this up, it does not go back
12:27
retroactively for most
12:29
scenarios. so we need to set
12:31
this up first before we set
12:32
everything else up. so um a lot
12:34
of people and we’ve done. I
12:35
think we’re 1516 almost
12:37
seventeen essay setups last
12:39
week and this week uh just
12:40
doing this setting services
12:42
upsetting the templates up
12:43
setting the different features
12:45
up for service Autopilot users
12:46
um. So it’s at this point,
12:49
we’re doing this more than once
12:51
a day um, but there is a set
12:52
process you need so I’m glad
12:54
you you mentioned that this is
12:55
one of the stats cuz uh this is
12:57
an important step if you’re
12:58
doing it yourself or you’re
12:59
hiring a professional such as
13:01
simple growth that you wanna
13:01
make sure they know what
13:02
they’re doing in the right
13:04
order uh especially when it
13:05
comes to templates as you
13:06
mentioned templates are not
13:07
retroactive. so any changes we
13:09
make right here to the print
13:10
package items any existing
13:12
packages that you have already
13:14
put on an estimate template
13:15
will not. Changed so before you
13:19
make your templates, make sure
13:20
that you have your settings set
13:22
the way you want. um I describe
13:25
DS templates as time capsules,
13:26
they’re gonna encapsulate the
13:28
settings when you press save
13:30
after that or before that point
13:32
doesn’t matter is that the time
13:33
that you press save that those
13:34
settings are saved um so we
13:37
have our print package items.
13:38
We’re just gonna go ahead and
13:39
click that back open so as I’ve
13:41
mentioned before um we had said
13:43
I to package total and item
13:45
total. so we’re gonna go ahead
13:46
and. Select the second option
13:49
Our package item total only now
13:51
as soon as we press save, It’s
13:52
gonna kick me out cuz it’s
13:54
saved or back so if we wanted
13:56
to return, we just type in
13:58
again we go to settings as we
14:01
can confirm our package item.
14:02
Total only is where we’re at
14:06
perfect awesome. Now we go back
14:09
over to our estimate. We’re
14:10
gonna refresh this entire page
14:13
now we’re gonna go ahead and
14:13
we’re gonna open up uh estimate
14:16
2000. 2018.
14:21
Already so, as we know, we’re
14:22
gonna go ahead and check our
14:23
printer icon. We have changed
14:25
it to package item total only
14:27
and uh we’re gonna go ahead and
14:29
press preview and once again,
14:31
we’re not gonna change our
14:32
stage so one of the questions
14:34
that we get well. Gosh II don’t
14:37
have time to give trivia um
14:39
alright so as you can see now
14:41
uh where once it said twenty at
14:43
the top of the the right hand
14:44
corner mount now that’s
14:46
missing. Uh we only have the
14:48
information concerning um each.
14:51
Item um, and then, of course,
14:53
we could do the exact same
14:54
thing for uh total only same
14:57
issue but this uh doesn’t solve
15:00
the question that or posed,
15:03
which is how do I display
15:07
discounts for each of the
15:11
services inside of a package.
15:12
So this is a two-step process.
15:14
First off we can go through and
15:16
obviously uh to apply a
15:17
discount to any service and
15:19
service autopilot, be a package
15:21
or uh individual. We’re always
15:23
gonna be clicking on our
15:24
percent sign that’s gonna allow
15:26
us to select your discount.
15:27
We’re gonna go ahead and choose
15:28
our test discount of 1% cuz we
15:32
really we’re offering that big
15:33
discount for a package um and
15:35
so we’re gonna go ahead and
15:37
apply to both but in an orbit
15:39
question in question, you could
15:40
apply it just to one if it’s
15:42
particularly discounted just on
15:43
their first service. so it
15:44
gives you the granular back and
15:45
forth as well. I believe that
15:47
absolutely correct so thank you
15:48
for reminding me. we’re gonna
15:49
go ahead and delete it off of
15:51
the second week so now only.
15:53
Percent Sign for the first week
15:55
is green. That means that’s the
15:57
only one that has a discount
15:57
applied So now we’re gonna
16:00
press save but if I were to
16:02
press preview right now and now
16:05
we don’t wanna send it um we’re
16:08
we’re gonna have a problem. Is
16:11
right now it doesn’t display
16:12
that there is a discount It’s
16:14
only showing the discount of
16:15
the amount which is great. It
16:17
shows that hey, you’re saving
16:19
10¢ excuse me, but it doesn’t
16:21
actually provide you with any
16:23
information about uh why and it
16:24
doesn’t prevent you any
16:26
information about um what the
16:28
percent of that discount was so
16:30
what we’re gonna do instead is
16:31
we’re gonna go up here. You’ll
16:33
see there’s this show discounts
16:34
show discounts in the grid. We
16:37
turn that on and we go up here
16:38
and press preview.
16:43
And now suddenly we have our
16:48
discount line item and so if we
16:50
had gone in there and we had
16:51
changed what the discount
16:52
reads, then now they would have
16:54
an understanding of why there
16:55
is a discount but inside of
16:58
this package inside of uh the
17:02
estimate we have displayed the
17:04
discount uh just for that first
17:06
service and again if we had
17:08
applied it to both you would
17:09
see discount minus 10¢ for both
17:11
of these um and you can also
17:13
mix and match if you have
17:14
different discounts that you’re
17:15
applying, let’s say that you
17:16
have. Inside of your company,
17:19
you have a first time clean or
17:21
I’m sorry a first-time cut and
17:22
you also have a veterans that
17:25
you could have three different
17:27
discounts right, you could have
17:27
first time cut veterans within
17:28
the first time veterans cut and
17:30
then if you needed to apply uh
17:32
those different discounts to a
17:33
package, you can still mix and
17:35
match them so you you aren’t
17:37
required to set all of them to
17:39
the same discount and you’re
17:40
also not required to set a
17:42
discount for all of them. I
17:43
mean, as you can see it doesn’t
17:45
say discount zero under each
17:46
one of these. It’s not saying
17:48
well, we’re not gonna give you
17:49
a discount for the other stuff.
17:51
It’s just the first time it’s
17:52
only gonna present it where the
17:54
discount is present um and
17:56
that’s that’s really it’s not
17:58
it’s not super complex. Uh
17:59
there are a lot of moving
18:01
parts. you have to have your
18:02
discount set you have to have
18:03
your package set up you need to
18:05
have uh your estimate document
18:07
prepared already and then, of
18:08
course on your template. uh you
18:10
do have to make sure that uh
18:13
you’ve selected the correct
18:15
package print setting um and We
18:17
suggest that you first go to
18:19
your settings and make a global
18:21
option uh that way you’re not
18:23
having to make this change
18:24
every single time you wanna
18:25
send out a package but end
18:27
result, I think is still pretty
18:30
direct um lots of little moving
18:32
parts, but once you have all
18:33
your ducks in a row, uh
18:35
everything works exactly as you
18:37
would expect uh one last word
18:39
of caution on this particular
18:41
subject you might be tempted to
18:43
click the show Discounts button
18:45
right here to default it. I’m
18:46
gonna suggest you don’t. Do
18:49
That um I think there was a bug
18:52
they may have fixed it since I
18:54
haven’t tested in a while, but
18:56
there was a bug where it would
18:57
show a discount zero for every
19:00
single service you ever
19:00
selected ever um and so we
19:04
advise that you keep this
19:05
particular toggle off for now
19:07
um but I’ll test that I’ll be
19:09
able to let everyone know if uh
19:11
service auto pilot has
19:12
rectified better or not
19:13
awesome. I think it may have,
19:14
but we’ll put some notes in the
19:16
recorded version so appreciate
19:17
you joining us uh wrapping up
19:18
cuz I’ve got. To see the kiddos
19:20
here, but I’m gonna go out real
19:21
quickly um bump this out if you
19:23
are a simple client, don’t
19:25
forget on the bottom left hand
19:26
corner here of the screen we
19:29
have chat he live from 8 AM.
19:31
Actually. I’m sorry, 9 AM
19:34
Eastern to 10 PM Eastern 5 days
19:36
a week so another great
19:37
resource you pop it in here one
19:39
of the simple growth team
19:40
members will be with you
19:41
immediately um between 9 AM and
19:43
10 PM Eastern so huge resource
19:45
for any of the simple growth
19:47
clients there as well. Um what.
19:49
Again chatter, we’re gonna be
19:51
seeing a lot more of you
19:51
hopefully conference season
19:52
opens up here eventually with
19:53
vaccine but uh until then uh
19:56
Chad myself, the rest of the
19:57
team are gonna be joining you
19:59
live on Facebook so Callahan
20:01
corner ask the questions We
20:03
have live right here on
20:04
Facebook if you’re interested
20:05
in the comments um there is a
20:08
link right there simple
20:09
Systems.com forward slash essay
20:11
dash audit Sign up for a free
20:13
30 minute audit for myself or
20:16
Dylan No sales pitch, but we
20:18
literally show you what you
20:19
need to be set up for success
20:20
based on the size of your
20:20
business. The industry and um
20:24
what your goals are for 21 and
20:26
beyond so another huge resource
20:28
that um we’re just putting out
20:30
there to help people grow and
20:31
scale their business. Um Chad
20:32
look forward to see you on the
20:34
next Callahan corners. We’ll
20:35
see you again tomorrow uh
20:36
everybody out in Facebook land
20:38
um Callahan’s corner ask a

SA Weekly Talk Show: Lifecycle Marketing & Stages of Business

Video Transcript

00:00
Welcome back to the essay.
00:03
Weekly Talk show Mike Kelly
00:04
here breaking it down as we do
00:06
every Friday running a few
00:07
minutes late um but as always
00:09
wanna come on and provide some
00:11
content and some luring for the
00:14
essay community so uh if you’re
00:16
watching live or um on the
00:19
recorded version feel free to
00:21
uh drop any comments or
00:22
questions on here just to make
00:23
sure that we are live and it
00:25
looks like we are um so we’re
00:27
gonna be talking about today is
00:28
the stages of business. The.
00:30
Main stages of business and
00:32
what are the hurdles to growth
00:34
in those stages of business and
00:36
we’re gonna be talking about
00:38
life cycle marketing so a lot
00:39
of the things we’ve been
00:40
talking about is a recent is um
00:44
omni-channel marketing and a
00:46
conversational marketing, but
00:46
gonna bring it back to the
00:48
foundations. Um I just went out
00:50
and renewed my certification um
00:53
in foundational understanding
00:54
of life cycle marketing, so I
00:55
wanted to go in and kinda give
00:57
everybody a quick refresher,
00:58
but this is pretty um basically
01:00
relevant for. We’re at in this
01:03
time of the year cuz a lot of
01:04
businesses are at a certain
01:06
point and they’re looking to
01:07
scale their business and we run
01:08
into a lot of hurdles or
01:10
roadblocks um and scaling a
01:11
business to a million and well
01:13
beyond um so I’m gonna break
01:15
down um a high level of the
01:16
stages of business and some of
01:18
the pain points you may be
01:19
experiencing in those stages
01:21
and then um I’m gonna have to
01:22
break down so quick life cycle
01:24
marketing What it is what it
01:26
looks like and then how it
01:27
potentially can lead into some
01:29
areas in your business that you
01:31
are actually leaking revenue so
01:32
without any further delay
01:34
normal fashion. we’re gonna
01:35
bump this up here and pull my
01:36
other screen. Up um here. And
01:43
drop this in so uh what we are
01:46
looking at here is the stages
01:48
of business. um so this was
01:50
part of the certification that
01:51
I just went through um and this
01:54
is gonna be looking at the five
01:55
stages of business. so this is
01:57
gonna highlight uh for most all
01:59
businesses, particularly for
02:00
the service industry. Some of
02:01
these numbers may be a little
02:03
bit um lower based on each
02:06
stage far as revenue um
02:09
employees um team members and
02:10
biggest hurdles are very
02:12
relevant here. So this is an
02:14
interesting road map to success
02:15
um so. As we’re looking at the
02:18
solo manure, we have uh
02:20
basically one a and one B we’ve
02:22
got the entrepreneur with a
02:23
side job um and they’re doing
02:25
their service business on the
02:26
side as basically their main
02:28
job and they’re doing the
02:29
service business as a side job,
02:30
then um they’re gonna make that
02:32
lethal jump as we all pretty
02:34
much did or my case. I’ve
02:35
always been self employed uh
02:37
but provision most people are
02:38
going to quit the job stop
02:41
working for the man and put
02:42
some money in their pocket and
02:43
get rich um quick, which
02:44
obviously that usually doesn’t
02:45
happen but. That’s what we’re
02:47
thinking when we start these
02:48
businesses um so that’s why
02:49
we’re here at the essay week.
02:50
We talk to talk about these
02:51
things, but if you’re looking
02:52
at a sour, the business is a
02:56
side job, then it goes into
02:56
self employed uh traditionally
02:58
that point you are the one
03:00
employee you’re doing about
03:02
four to $10000 in sales and um
03:07
there’s about 6000000 of these
03:09
people in the US uh United
03:11
States in about 16000000 of the
03:14
side job uh full-time job side
03:15
job now. obviously, I think
03:16
these are bit understated. I
03:18
think there actually is more
03:19
um, but these are just people
03:20
are actually filing tax returns
03:21
so. Um I got a feeling at that
03:23
stage there maybe, at least
03:25
double of what we’re looking at
03:26
here uh but we’ll leave that up
03:27
to the IS, but in a in a larger
03:30
um look at this that is with
03:32
the majority of businesses are
03:34
landing and those are the um
03:36
the quote unquote low ballers
03:38
we’ve seen because they really
03:39
don’t understand how to
03:41
business how to run a business
03:42
um and it’s it’s basically the
03:45
owner the owner and maybe some
03:47
subcontractors there that’s
03:48
their team um so they’re out
03:50
there working in the business
03:51
not on it as Michael Gerber
03:52
would say so the biggest hurdle
03:53
here is time as an a side gig.
03:56
Um I’m gonna suggest on one a
03:57
it is. In getting leads, so how
04:00
do I go out and get those new
04:02
customers? I’ve never actually
04:03
gone out marketed and learn the
04:04
sales process so going in and
04:06
acquiring leads um is gonna be
04:08
the biggest issue right there
04:10
now our pricing structure
04:11
probably is not solid by the
04:12
way it should be um so those
04:15
leads probably are converting
04:16
into sales pretty easily
04:17
because most of the time we’re
04:19
overpricing the word um so as
04:21
you go into level two here,
04:22
this is a new employer. so
04:24
we’ve got two to three
04:26
employees um doing about 100 to
04:28
300000 in sales. I think that
04:31
that on average lays out pretty
04:32
nicely for lawn care home
04:33
cleaning industry. Uh there’s
04:35
about 1.7000000 of these stage,
04:37
two businesses um as far as the
04:39
team, it’s a partner or an
04:40
assistant. so it’s uh you
04:43
probably still working in the
04:44
field and you’ve got one or two
04:45
other people helping you and
04:46
now your biggest hurdle is
04:47
you’re in the field you’ve
04:48
kinda figured out how to get
04:50
some leads in how do we create
04:51
a sales machine to get to the
04:53
next level? Um so now we’re
04:55
going in here and as people
04:56
work with simple growth as a
04:58
certified adviser, this is
04:59
where most of the um people
05:02
start working. this is that
05:02
state. To business because they
05:05
figured out how to get some
05:06
leads in, but now they gotta
05:07
figure out how to convert those
05:09
sales while they’re still in
05:11
the field. That’s the biggest
05:12
hurdle so uh if you’re using
05:13
service Autopilot going out and
05:14
using automations on the pro
05:16
plus platform is gonna be a
05:17
huge help here because it’s
05:19
gonna start getting you past
05:20
that hurdle of growth now.
05:21
stage three is gonna be that
05:23
steady operation We’ve got four
05:25
to 510 uh guys or girls in the
05:27
field, including yourself and
05:29
we’re looking at um sales
05:31
between 300000000 um I’m gonna.
05:33
Suggest that maybe this is um
05:37
somewhere between 500 a million
05:39
um but that between the three
05:41
to 500 is about right. But if
05:42
you’re looking on average II
05:43
really agree with this chart
05:45
here um as well so uh there’s
05:48
about 1.9000000 in here and
05:51
this is as you’re going to
05:52
stage four. This is kind of
05:53
that uh big gap or everybody
05:55
falls in only 5% of all
05:57
businesses ever make it to
05:58
seven figures beyond that
05:59
million-dollar mark um the team
06:01
is basically one team you are
06:04
um.
06:07
Yeah, Basically one location
06:07
one team you don’t have
06:09
multiple like marketing
06:11
departments and sales offices.
06:13
This is pretty much one team uh
06:15
here and the biggest hurdle is
06:17
marketing and getting the jobs
06:19
and servicing them. um so we
06:21
figured out the sales machine.
06:22
We’re doubling down how do we
06:24
get more of those sales coming
06:26
in and then actually how do you
06:27
create a systemized process to
06:28
go and service them That
06:30
doesn’t involve the owner on a
06:31
day-to-day basis being in that?
06:33
so next day as we go. Stage
06:36
four business Now we broke that
06:38
million-dollar mark we’ve got
06:39
eleven to 25 employees uh
06:41
between one to 3000000 here. Um
06:43
I think that 3000000 kinda
06:45
pulls back a little bit um in
06:47
the service industry, but for
06:48
all intensive conversations
06:50
today, this is pretty accurate.
06:51
Um it’s about 700000 of those
06:53
in the whole United States uh
06:55
all businesses and their team
06:57
is multiple teams and leaders.
06:59
so you may have a landscape
07:01
division. you may have a
07:02
maintenance division Um you may
07:04
have a sales team and a
07:06
production team depending on
07:07
the industry. Now your biggest
07:09
problem here is people in
07:09
systems creating. Repetitive
07:13
task can be delegated in a
07:14
person knows how to do and when
07:15
to do it without relying on the
07:16
business owner and then jumping
07:19
into that stage five growth
07:20
here that biggest issue right
07:22
there is leadership and
07:23
culture. So how do you take the
07:25
mission vision values the
07:27
strategic play of the business
07:29
owner that leader and develop
07:31
that down through your
07:32
organizational chart. so the uh
07:34
the mission the vision, the
07:36
value that structure of that
07:37
business now is continue to
07:39
evolve. When the business owner
07:42
isn’t there and that’s the
07:43
biggest struggle um that we see
07:45
there at that stage, five
07:46
business and that is literally
07:49
going to scale um so we’ve had
07:51
the pleasure to drive through
07:53
pretty much all of these
07:53
challenges in my business and a
07:54
lot of the businesses that
07:55
we’re working with as we
07:56
continue to help them grow and
07:58
blast pass these growth hurdles
08:01
so life cycle marketing um is
08:03
near and dear to my heart. I
08:05
found it uh probably I would
08:07
say um eight or 9 years ago.
08:10
And uh very similar to Marcus
08:12
Sheridan if they ask you answer
08:13
and if the sales line who did
08:15
essay thrives keynotes um uh
08:18
Marcus had found life cycle
08:20
marketing um in the idea that
08:22
they ask you answer um about
08:24
the same time in river pools
08:26
and spas. so the idea here is
08:28
in this um diagram we’ve got
08:31
out to the left. You got all
08:32
your different lead sources. So
08:34
you’ve got Google Facebook um
08:37
Email Facebook messenger So
08:38
wherever we’re going. Per
08:40
click, we’re generating leads
08:41
and that funnel is really your
08:44
sales funnel. So the idea is we
08:45
wanna go in and capture those
08:46
leads. but what happens when
08:49
those leads aren’t ready to
08:51
convert and request an
08:52
estimate, but they’re just
08:53
searching your website or your
08:54
social media. What we need here
08:56
is a lead magnet that lead
08:57
magnet is gonna give them
08:58
something of value for their
08:59
first name last name and email
09:01
hopefully through an essay form
09:03
and we’re pulling them into our
09:05
database um and creating a long
09:07
term nurture education and
09:08
providing that procedure. Are
09:09
you doing that? they ask you
09:11
answer methodology um then uh
09:13
hopefully at this point they
09:14
get a bid. We’re gonna educate
09:16
and build trust so that is your
09:18
short-term nurture. So we’re
09:19
gonna talk about all the things
09:22
um that are going to be
09:25
inhibited of the customer
09:26
buying the service of those
09:27
price objections and we’re also
09:29
gonna go in and um continue to
09:33
educate and create that higher
09:34
perceived value. We can charge
09:35
a higher price. We shorten that
09:37
sales cycle so going through
09:37
it. Automated estimate follow
09:40
up similar to 20 days to close.
09:41
We’re going through automated
09:43
emails text messaging phone
09:45
calls from your office ringless
09:47
voicemails. We’re gonna convert
09:49
that lead and process the sale
09:51
hopefully getting a credit card
09:52
on file and setting up um a
09:55
process there and the way we’ve
09:57
suggest doing that is fulfill a
09:59
welcoming and wow sequence
10:00
where we’re having an automated
10:01
process to get a credit card on
10:03
file a welcome email
10:04
acclimating them when to what
10:06
to expect a 3060 90 day. For
10:08
all reoccurring services or a
10:11
one-time, follow up for a
10:13
one-time service. so once again
10:15
we’re gonna interact and
10:17
communicate to the customer or
10:18
the lead where they’re at in
10:20
the customer life cycle and
10:21
have segmented through an
10:24
automated but personal
10:26
conversation based on where
10:26
they’re at in the life cycle.
10:28
Um next thing we’re gonna do is
10:29
we’re gonna go out and sell um
10:30
so we’re gonna up sell based on
10:32
the services they have and they
10:34
don’t have and maybe possible
10:36
estimates that are in the
10:37
queue. so we’re gonna go out
10:38
and have a personalized but
10:39
automated. Experience based on
10:41
where they’re at um in their
10:44
buying journey with you that
10:46
customer journey, then we’re
10:48
gonna go out and create
10:49
advocates so those advocates
10:51
are the people that love our
10:53
services. They’re the net
10:54
promoters the nine or ten we’re
10:56
gonna get them to go out and
10:57
social media and review us for
10:59
social proof. Uh we’re also
11:01
gonna go out and get them to
11:03
give customer referrals so the
11:05
idea of the perfect customer
11:08
life cycle is being able to
11:08
talk to. Each specific leading
11:11
client where they’re at in the
11:13
process through an automated
11:14
process um on service autopilot
11:17
and be able to continue and
11:19
scale your team and as you can
11:21
see here uh in the previous
11:23
chart those sales between 10100
11:26
thousand and a million is the
11:28
biggest hurdles of growth our
11:30
sales in marketing and service
11:31
and being able to scale this
11:34
and automate it not have to put
11:35
an extra person in your office
11:37
or if you have people in your
11:38
office, We’re not replacing.
11:39
But we’re gonna use the
11:41
automation in life cycle
11:43
marketing to put them in front
11:44
of the hottest most qualified
11:45
leads when they’re ready to buy
11:47
and this process will continue
11:49
to warm them up from a cold to
11:51
warm to a hot prospect and once
11:53
they become a client, we’re
11:55
gonna fulfill. We’re gonna
11:55
network. We’re gonna welcome
11:57
them. We’re gonna wow them.
11:58
We’re gonna up sell them and
11:59
then we’re gonna keep them to
12:01
be brand advocates to go out on
12:03
social media and review us.
12:04
We’re gonna get them to refer
12:05
their family and friends and
12:07
we’re gonna create a full-blown
12:09
Liza. Marketing play here to
12:13
scale pass the growth points to
12:15
hit a million and well beyond
12:17
now you maybe thinking Mike
12:18
I’ve already broken a million
12:20
possibly and I’m kinda getting
12:21
into stage number five a growth
12:23
company. that’s my leadership
12:25
and culture or people in
12:27
systems well people in systems
12:29
can be be automated. Those are
12:31
gonna be a repetitive task and
12:32
they can be done across six to
12:34
seven different areas in the
12:36
business but uh customer
12:38
service billing scheduling
12:40
equipment maintenance um the
12:42
owner and all the different
12:42
areas those. Sub areas can be
12:45
done through a repetitive task
12:47
on a daily weekly monthly
12:48
quarterly annually basis with
12:51
instructions videos and
12:52
deadlines. so we’re taking
12:53
within the business owners
12:54
habit of the top management
12:55
head and being able to
12:56
disseminate that information
12:58
throughout the organization for
13:00
accountability and scaling of
13:01
people and systems, and then
13:03
those leaders as we go to stage
13:05
five, we need to really dial in
13:08
and tackle that um mission
13:11
vision values that strategic
13:12
leadership in that. Buying and
13:15
get that to be replicated
13:17
through the different layers of
13:18
middle management right down to
13:19
the ground floor, but those are
13:22
gonna be your five stages of
13:23
business there um and those are
13:25
the main hurdles that you’re
13:27
going to see along your journey
13:29
at least that I saw in my
13:30
business and after um learning
13:32
about life cycle marketing with
13:34
basically the same exact shirt
13:35
here um it’s been updated a
13:38
little bit but basically same
13:39
methodology, eight or 9 years
13:40
ago, would allow our business
13:41
to scale to a million and
13:43
beyond um these are. Exact
13:45
hurdles that we hit in my lawn
13:48
care and landscape business and
13:49
now um as we’re scaling simple
13:51
growth to that, seven figure
13:52
mark and hopefully well beyond
13:54
again. um these are the
13:56
exponential growth hurdles that
13:57
I’m seeing in this business as
13:58
well. So if you’re looking at a
14:01
cheat sheet of where you’re at
14:02
what you’re gonna see is your
14:03
glass ceilings. This is a
14:05
really good road map that you
14:07
can be looking ahead um and in
14:09
order to break through that you
14:12
really wanna be able to go in
14:12
and. The perfect customer life
14:17
cycle here um it all all these
14:19
steps along the way will
14:21
address the pain points above
14:23
so in closing um one of my
14:25
talks that may have been essay
14:27
three or four. um I brought
14:29
this up and propose that we are
14:31
along that customer life cycle
14:32
literally throwing good money
14:34
in the trash cans below here um
14:36
so this is just another visual
14:38
version of the life cycle
14:40
above, but you’ve got your
14:41
leads your Facebook ads. On
14:43
AdWords nineRounds banners, ed
14:47
in messenger we’re driving them
14:49
through a website or a bot, and
14:50
if they’re not ready to convert
14:52
uh hopefully we have a pixel so
14:53
we can create a targeted
14:54
audience so we can retarget
14:55
them and we have a lead magnet
14:57
to capture that lead. So it’s a
14:59
lead we own. We’re not
15:00
borrowing it from Facebook or
15:02
or so if you get the perpetual
15:04
Google slap or the Facebook app
15:05
with an algorithm uh your
15:07
business could cease to exist
15:09
for lead flow so you could be
15:11
going back to your stage two
15:12
business. Issue right here
15:14
because you’re borrowing your
15:15
traffic or your lead sources
15:17
from Google and Facebook So the
15:18
idea is we wanna capture as
15:20
many qualified leads as we can
15:21
and put them into our CRM,
15:23
which is service Autopilot
15:26
automate that system. So the
15:27
next thing is we go into our
15:29
sales funnel and we’re driving
15:29
them through. We’re hitting
15:31
with that short term nurtures.
15:33
We talked about and then we
15:34
have an automated estimate.
15:35
Follow up for the estimate 20
15:37
days to close. so we submit the
15:39
estimate the estimate follow
15:40
happens and then all the
15:41
estimate. Lose if we’re not
15:44
tracking them in our database
15:45
and be able to talk them
15:47
specifically in that customer
15:48
life cycle as a lost, Boeing
15:50
estimate or locks cleaning
15:51
estimate uh in my opinion,
15:53
we’re throwing money away
15:55
because those are leads we paid
15:56
for those are leads we can
15:57
nurture and those are leads
15:59
that we can convert back into
16:00
clients now if we’re lucky
16:01
enough to make the sale and I
16:03
know everybody watching here,
16:04
it’s not luck cuz we have a
16:06
process um we’re gonna go and
16:08
welcome them while them after
16:10
fulfillment. We’re gonna do
16:11
that 3060 ninety-day. Up and
16:13
we’re gonna create a monthly
16:15
newsletter for leads and
16:16
clients for education and
16:17
promotion so once again that
16:18
loss estimate can be funded in
16:20
to that monthly nurture now if
16:23
we had a one-time sale across
16:25
the the top, don’t have an
16:27
automated process to say if
16:28
it’s a one-time service and
16:29
within 7 days, they don’t book
16:31
a reoccurring service. We are
16:33
losing money. that’s another
16:34
hole in our sales pipeline, so
16:36
we wanna be able to go out and
16:37
up sell reoccurring services on
16:39
an automated system because if
16:40
we’re out there doing. And
16:41
doing and doing we’re gonna
16:43
forget to up sell up sell up
16:45
sell now if we’re lucky enough
16:47
to to get them coming as a
16:50
reoccurring sale, a gateway
16:52
service say say a lawn mower
16:53
and you’re fertilizing the idea
16:55
is once we get them into these
16:57
reoccurring services we need to
16:59
up sell additional services so
17:01
if you’ve been listening to
17:02
John Pot of the lawn care
17:03
Millionaire Co-founder Service
17:05
autopilot um myself, I’ve been
17:07
preaching along Jonathan’s uh
17:09
teachings is we wanna go out
17:10
and sell? Gateway services um
17:13
those are the things we can
17:15
measure online and sell over
17:16
the phone and then we’re gonna
17:17
go out and up sell ancillary
17:19
services to raise that client
17:21
lifetime value and hopefully
17:22
some of the services our
17:23
services that you can do while
17:24
you’re on the property all in
17:26
one visit. So don’t have an
17:28
automated way to go out and up
17:30
sell off your gateway services
17:32
we have a sales pipeline hole.
17:34
We’re losing some money here.
17:35
then we wanna go out and up
17:36
sell with seasonal timing. so
17:38
if you’ve seen any of the um
17:39
videos of late where people are
17:41
going out. Working with girl
17:44
drop in 6070, sometimes eighty
17:46
ask request they’re getting in
17:48
five to 6 hours um and you can
17:50
definitely build this yourself.
17:51
so I’m not promoting it. You
17:52
have to work with us as a
17:53
certified adviser, but what I’m
17:54
saying is the keys to success
17:57
that we have seen have been the
17:58
customers using seasonal up
18:00
sells with logic of they do
18:02
have they do not have this
18:04
service and then we market to
18:06
then we’re gonna go in and once
18:07
again, we’re gonna pump that up
18:09
4050 percent of that lifetime
18:10
value again and then the last
18:11
thing is going. Reactivating
18:13
your loss estimates and cancels
18:15
80% of your clients
18:18
statistically are indifferent.
18:19
They’re not happy. They’re not
18:20
mad. You just didn’t fit the
18:22
need or maybe uh their kid came
18:23
home to cut the grass while
18:26
they’re home from college, but
18:27
we’re gonna stay ahead of them.
18:28
We’re gonna nurture them and
18:29
then go out and up sell and
18:30
reactivate that service every
18:33
12 months um so when little
18:34
Johnny goes uh you know isn’t
18:37
going to college anymore, he
18:38
graduates and he leaves they’re
18:39
gonna need somebody to cut the
18:40
lawn who’s gonna be top of for
18:42
you are gonna be top of mind
18:43
because you’ve been nurturing
18:44
them. Through the process um
18:47
over the last 4 years, so like
18:49
I said they didn’t get ready
18:51
because they weren’t happy or
18:52
unhappy. they just had another
18:53
option they had to tag in there
18:55
so we don’t wanna take those
18:56
law assessment, cancel people
18:59
um and forget about we paid
19:01
good money to acquire those
19:02
needless nurture and up sell an
19:03
annual basis so um as we wrap
19:05
this up, hopefully that was
19:06
helpful, but a lot of people
19:07
wanna know what are those
19:09
hurdles of growth as I’m
19:10
scaling this business, so I
19:11
wanna take a look at the five
19:12
stages of business and what are
19:14
the hurdles to growth um as
19:15
it’s is your business. As a
19:18
side job, it’s time as you are
19:19
self employed for the first
19:21
time, it’s getting those lead
19:22
now that we’ve gone in and got
19:24
to about $100000 Mark revenue.
19:26
It’s creating new sales and
19:28
then going for stage three is
19:31
marketing and service and then
19:34
people and systems and
19:35
leadership and culture and the
19:36
secret to that success the
19:38
breakthrough those barriers of
19:39
growth is um life cycle
19:41
marketing and creating that
19:42
customer uh life cycle. We need
19:45
to be able to talk and segment
19:46
to where they’re at service
19:47
specific client or lead and
19:50
have an automated but personal
19:51
conversation about time. Back
19:53
and empower your team to get in
19:55
front of the most qualified and
19:56
hottest leads in real time when
19:58
they’re ready to buy. so
19:59
hopefully that’s helpful, but I
20:01
wanted to break it down as a
20:02
weekly talk show coming at you
20:03
back again next week. 1 PM
20:06
eastern 12 PM Central Mike
20:09
Callahan with simple growth
20:10
certified Adviser for Service
20:12
Autopilot um and really excited
20:14
to continue helping and grow
20:16
the knowledge of the ecosystem.
20:18
so we’ll see you again right
20:19
back here. Essay Weekly Talk
20:21
show twelve Central 1 PM
20:22
Eastern. Mike Callahan uh with
20:25
growth certified adviser of

SimpleGrowth Training – Upsell Services & Frequency

Video Transcript

00:00
Hi guys. so one of the questions we get is what if um
00:05
people want more than one of my services or if we’re cleaning
00:08
what if they wanna try different frequency like I
00:10
might get a quote that comes in and says I get a price for once
00:13
a month and I look I’m like that’s a great price. Let’s see
00:16
what I can get for um every 2 weeks instead, um same with
00:20
lawn care like somebody comes in and they get a quote for
00:23
lawn care and then they maybe think that you know. I also
00:25
wanna get uh mulching in that. and then we provide
00:29
opportunities to also get that um at the same time. So just
00:34
because it’s really important with our simple growth chat
00:36
that we are doing a couple things, but one of them is that
00:38
we’re providing you mostly with the highest value of potential
00:43
revenue right our goal with our chat bot for the estimator
00:47
portion. We have like lots of other goals, but for the
00:49
estimator portion, our goal is that you capture leads and you
00:53
convert them as quick as possible to the highest amount
00:56
of money. So I just kinda wanna give you an example of like
00:59
what that would look like in our cleaning bot.
01:08
Okay. So I’m gonna get a quote here. so I’ll click get a
01:11
quote. And then we’re gonna ask the four important pieces of
01:16
information that you need so that even if they don’t get a
01:18
lead immediately, then that you can provide um that you can get
01:23
back to them and provide the information, but you know at
01:27
the right time. so like if they wanna get a quote and they
01:29
don’t finish it on the weekend you can hop in on Monday, Email
01:32
text call whichever whatever your follow-up system is okay.
01:37
I’m gonna switch over to this messenger view. It’s not as
01:39
overwhelming. so we’re gonna answer those quick questions
01:43
that um you need to get up. At the address. And then let’s say
01:52
again I wanna show you like email and then we’re gonna
01:56
capture the phone number. so even at this point if they
01:58
don’t go through with their quote, you have their email and
02:01
now you have the phone number um and just to show you like if
02:05
they’re not in our database, then we’re just gonna ask them
02:07
how big their home is so ask them how big this at home and
02:12
how often they wanna get clean. So let’s say they start up by
02:14
saying every week, then you know we’re gonna give we don’t
02:18
have prices built into our um and so then we’re gonna give
02:22
them a. For the first time through and then the cold for
02:24
every week and now we’re gonna ask them three questions next
02:27
step. Do you have a question or would you like to get another
02:29
frequency again? So we’re trying to get you the highest
02:32
value lead at um the You know most consistency. So then we’re
02:38
gonna go.
02:41
Okay, so actually accidentally hit the that so then we’d say
02:47
they will over here like different frequency and then
02:49
we’re gonna take them back in because maybe I like that I got
02:52
for every week and now or every other week and now I wanna get
02:55
it every week so you can see really our goal here for you is
02:58
that you um are providing what your customer wants and if it’s
03:03
a different frequency. if it’s if it’s adding another service,
03:06
you are always trying to help you up sell and upsell. you
03:10
know your leads to get the most um value. Have a great day.

SimpleGrowth Training – Default Message

Video Transcript

00:01

hi guys all right welcome to day three

00:03

of our

00:04

mini course we want to help you get

00:06

started with chat marketing

00:08

and start to implement on new channel

00:09

marketing um new channel communication

00:12

all that good stuff

00:13

so day one we set up your general

00:15

message

00:16

like we said somebody’s like ringing the

00:18

doorbell who you want to know where

00:20

they’re at the right place

00:21

the second day we set up your welcome

00:23

message so once they come in

00:25

then we set it up that we could kind of

00:28

start the conversation you gave him a

00:30

couple options um like get a quote

00:33

talk to you using your phone number or

00:35

ask a question

00:36

and each one of those then we set up the

00:38

following a follow-up message either

00:40

call immediately with your phone number

00:42

or if they ask for a quote

00:44

then we capture the relevant information

00:46

that you would like and responding back

00:48

so now what happens when somebody comes

00:50

into your chatbot and they say something

00:51

that you tap i didn’t understand it

00:53

wasn’t one of the first three questions

00:55

well we have set up um a default message

00:58

for that

00:58

and that’s kind of um it’s kind of cut

01:01

so they understand that like if somebody

01:03

came into your chatbot or let’s say they

01:05

came in your store and they said

01:06

something you understand

01:07

you’re not just going to stare at them

01:08

and say nothing right like

01:10

no what you’re gonna do is have a

01:12

response and what we’re trying to build

01:14

in to your chatbot then is a default

01:17

response

01:18

that lets them know like they were heard

01:20

i think that’s the most important thing

01:22

is that they know that they were heard

01:23

when they ask a question that does you

01:25

know chat but doesn’t understand

01:26

how do we do that okay so we’re in our

01:29

mana chat again so you’re going to click

01:31

on the left side here which is of course

01:34

like our kind of our

01:35

toolbar we’re going to click on the

01:37

bottom right here settings and then

01:40

we’re going to come

01:40

over to messenger

01:44

and so really what this is just setting

01:45

up the main parts of your messenger

01:47

and like this is where we did our

01:48

welcome message now we’re going to click

01:50

default

01:52

and there’s a couple basic things that

01:53

you want to do when you set up your

01:55

default

01:56

first you want to make sure up at the

01:57

top here you can have it trigger every

02:00

time

02:01

but you really don’t want to do that

02:02

because any time there’s a response

02:04

you’re going to keep getting that same

02:05

message back back back

02:06

so we really like to set it to once

02:09

every 24 hours

02:11

and then we’re going to click edit

02:14

because that’s how we make the changes

02:15

right if we don’t click edit we can’t

02:16

make any changes

02:18

so first step it that comes in here

02:20

we’re going to create

02:21

the yellow welcome message

02:25

action message and so the action message

02:27

right here

02:28

the first thing you’re going to do i’m

02:29

going to get rid of these so you can see

02:34

it

02:40

and again if you if your action message

02:42

isn’t populated when you go to fault

02:44

just look

02:44

click in this plus button right here

02:46

action so i’ll just delete this one

02:49

so you can see it won’t let me delete it

02:51

because it has to have starting flow but

02:53

pretend we weren’t going to create our

02:54

new actions you’re going to drag it over

02:56

here

02:56

and then you hover above the top and

02:58

delete so

03:00

click in this box and then we work over

03:02

on the left side

03:03

action and the first thing we want to do

03:05

is make this an open conversation so

03:07

that you can respond so

03:08

mark is an open conversation and then

03:11

the second thing is we want to get you

03:12

to get notified right if somebody comes

03:14

in and

03:15

says something or does something that

03:17

needs a response you need to be notified

03:19

so you click on add action

03:21

notify admin and then

03:25

you click on this to notify so like if

03:27

you and other people on your team are in

03:28

here you could click who all received it

03:31

again if you want you could click an sms

03:33

that’s going to cost you

03:35

a penny a message i really think it’s

03:37

worth it

03:38

um so make sure especially when you’re

03:40

getting used to using your omni channel

03:42

marketing

03:43

that you’re not missing a message this

03:45

is the great stuff right here

03:47

then what you can do is you’re going to

03:49

get rid of this message just kind of

03:51

auto populates

03:53

and so i’d like to put their name and i

03:55

like to say

03:56

just ask and then what happens

04:01

we’re gonna hit return and then you come

04:02

to the little squigglies right here

04:04

and you’re gonna put if you start typing

04:06

input last text input

04:09

so what happens is whatever they put

04:11

last you’re gonna get that in your

04:12

message

04:12

so you know the question ahead of time

04:14

so like let’s say they ask

04:16

uh when do you have time for cleaning we

04:18

can go look at your calendar

04:19

and then respond or like let’s say they

04:22

ask you

04:23

um oh i want to change my service date

04:26

maybe it’s a customer that came in

04:28

then you can go look at their schedule

04:29

and see when you can change it

04:31

so again what we did here is we click

04:33

the notifications just ask

04:35

key part is to click on the squigglies

04:38

and if you type start typing the word

04:41

input

04:43

and if you spell it right it’s going to

04:45

pop up

04:46

all right then now we just did this what

04:49

would happen so far is they’d say

04:50

something

04:51

you’d get notified of what they said but

04:54

the person who wrote that’s going to get

04:55

no

04:56

input and we want to give them that so

04:57

they know they were heard so you’re

04:59

going to

05:00

drag the squiggly line and you do send

05:02

message

05:04

and let’s put their name in there again

05:07

so they feel it’s more personalized like

05:09

hey

05:11

so we’ll come down a little squiggly

05:13

here ampersand’s brother called

05:15

jennifer oh wrong first name

05:21

and i could just say like um

05:25

thanks or i actually we don’t want to

05:28

say thanks because maybe they like

05:30

said something with stakes is

05:31

inappropriate or awesome so let’s say

05:35

i’m just a chatbot and a lot of time

05:38

just going to get your chatbot name so

05:39

i’m

05:40

just susie the chatbot

05:49

[Music]

05:50

um

06:06

okay so we just said hey first name

06:10

i’m just using the chat bot i’ll get

06:11

some and how about

06:13

ah this is what i want to add i’m susie

06:14

chatbot

06:16

and i don’t understand

06:22

everything yet

06:27

okay i like that again here now we want

06:30

this to be like a conversation and easy

06:32

to visually go through so this is why

06:34

we’re going to put this

06:36

space in here and let’s put like a

06:41

um

06:42

[Music]

06:44

you could do like this i’ll get some

06:46

from this customer service team

06:48

or so what we wrote here is i’m using

06:50

the chatbot and i don’t understand

06:51

everything yet

06:52

so i know that they’re like they

06:53

obviously knew probably maybe they

06:55

didn’t that they were engaging with

06:57

an automated system but we’re confirming

06:59

that you got that

07:01

and that you’ll get someone from the

07:02

customer service team and then you hit

07:04

publish

07:07

again you want to preview this message

07:08

right so you can hit preview

07:13

send a messenger

07:18

and then if i open up my messenger

07:34

that’s right i can’t show you i forgot

07:36

because i only have the one screen up

07:38

wait i can add a screen i think right

07:45

screen showing stream

08:17

okay let’s see here i want to see how i

08:19

want this to show for you guys

08:29

okay so we’re gonna see what it says now

08:31

if you look at the message down here

08:33

it says hey jennifer i’m susie the

08:35

chatbot i don’t understand everything

08:37

yet

08:37

i’ll get someone for the customer

08:39

service team asap

08:40

and then you know that message looks

08:42

good so that’s really

08:44

so if we go back and summarize what we

08:47

we did here

08:50

all right so what we did is we went

08:54

to um settings

08:58

and then we went to messenger default

09:02

we added the flow we added a

09:06

action box we made sure that it’s open

09:09

and the notification includes the last

09:12

text input so you know what they said

09:14

and then we acknowledge to them that

09:16

they that we heard their message

09:18

and let them know over the chatbot and

09:20

we’ll get back to them as soon as

09:21

possible

09:22

and so you can see why like back to this

09:24

step i think it’s important that if you

09:26

have it on

09:26

sms especially when you’re first getting

09:28

used to it so you don’t miss any

09:29

messages because you really want people

09:31

to feel like they’re heard

09:32

and you know the quickest way to convert

09:34

potential client is to have

09:37

uh you know beyond the action and

09:39

communicate in efficient manner

09:41

thanks if actually and if

09:44

you know one thing like to show you like

09:47

we can really build out

09:49

um just to give you a sneak peek maybe

09:51

it’s like what you can do

09:53

with the default message

09:58

and i’ll show you kind of like what we

09:59

have built on ours because

10:01

once you get past our initial training

10:03

then you might want to build out

10:04

something else or you might want to also

10:06

um actually let’s see how do i want to

10:10

do this

10:12

you might want to

10:16

um not below yourself and have us build

10:18

it up for you

10:20

but i’ll kind of give you an idea of

10:22

like what you can do for the default

10:24

message

10:25

edit

10:30

preview

10:48

i’ll show this on the stream again

10:58

okay right so

11:00

sneak peek portion what you can do and

11:02

again if you don’t want to build this

11:03

out yourself

11:04

reach out to somebody and we’ll have

11:06

somebody from our team

11:07

kind of tell you all the things we can

11:09

do but this is what you could

11:12

i didn’t go through yet again sometimes

11:14

if it doesn’t preview right away just

11:15

hit preview

11:17

check it out open a messenger

11:24

let’s take in his time because of the

11:26

wi-fi

11:34

that’s your refresh

12:00

i know the problem is i have my default

12:02

on

12:03

for 24 hours

12:06

edit and i’ll just show you here so what

12:09

you what we can have built in here

12:11

is in the default because maybe somebody

12:13

pushed something it’s kind of similar to

12:14

our main menu where you could build and

12:16

get a quote

12:17

ask a question or if you’re looking

12:18

around and it can take you to the main

12:20

menu

12:20

so really that’s the other you know we

12:22

when we started we built a pretty basic

12:24

default message because

12:25

to um really cover the main things we

12:28

want to do

12:29

acknowledge that somebody was heard and

12:31

let you know what they said

12:32

but once you get in deeper you can

12:34

really give them options in the default

12:36

because sometimes somebody might say

12:37

like oh looking to

12:39

you know clean my bathroom and so we

12:42

want the default messages to trigger

12:43

that they get the option to get a quote

12:45

so that’s like the future what you can

12:47

do in the future or if you’re looking

12:49

for help just reach out and

12:50

we can set you up with one of our bot

12:53

team specialists

SA Weekly Talk Show: V3 Ticket Workflow

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 um host

00:13

Mike Callahan here as a certified Adviser of Service

00:16

Autopilot, and as we do uh several times a month with the

00:21

SA Weekly talk show we will go out and break down features and

00:24

functions of service Autopilot so uh as a normal live

00:30

broadcast if anybody’s watching on the live feed right now, if

00:33

you can hear the audio uh please type in the. To just let

00:36

us know but what we’re going to be doing here is going out. I’m

00:39

gonna check my phone just to make sure that we uh are

00:42

broadcasting and we can see uh what it looks like here for the

00:46

audio but we’re gonna be looking at here on the essay.

00:48

Weekly talk show is vthree tickets and a workflow so um

00:55

happy to answer any questions on the live and recorded

00:58

version, but we wanna go out and um kind of create a

01:02

workflow and build upon um a lot of the great video.

01:05

Autopilot has created around vthree tickets but go in and um

01:08

kinda demystify some of the systems and put a workflow to

01:11

  1. Uh so we’re not gonna be talking about just about the

01:13

features and functions of vthree tickets, but how to

01:16

actually go out and create a workflow with those tickets and

01:19

some time saving steps that um the simple growth team has uh

01:23

developed with the workflow the way we’re utilizing it in

01:26

service Autopilot as a general user of service autopilot. So

01:30

without any delay, I’m gonna go in and jump in and pull up my.

01:35

Screen here Awesome. Uh Brent says you can hear me that is

01:39

perfect so uh in addition what I’m gonna be doing is um if you

01:43

wanna get a access of a recorded full version of the

01:46

essay, weekly talk show not just what I’m showing here, but

01:48

a complete workflow training of vthree that builds even farther

01:52

than this uh in the show links Um I’m going to put right in

01:56

the comments um bthree training link, and it is a free video um

02:03

that will. Go in and um literally show you how to do

02:09

this and you can go in and invite your team members as

02:12

well so um.

02:16

Let me just put that in here Oh I will put that in uh so this

02:20

is actually the website ur that the live or the recorded

02:25

version of the full version of what I’m going over to is gonna

02:27

be here. So I’m gonna put that in here in the show, notes real

02:31

quickly alright now that they’re in there. uh we’re

02:35

gonna dive into this live training so once again, if you

02:38

have any comments or questions around this uh please let me

02:40

know but what we’re gonna do is diving into the simple growth

02:43

workflow for auto service Autopilot Vthree ticket

02:46

feature.

02:49

Alright, so let me adjust my screens here and we will get

02:53

right into it. So new tickets and workflow, we’re gonna

02:58

streamline the lead flow creation um and if you haven’t

03:02

noticed the new tickets situate tickets um future function

03:07

inside service Autopilot. It has replaced um the old to do’s

03:11

and I’m gonna go in and show you how to take to dos if

03:13

you’re heavily relying on how to convert those into tickets

03:17

um with the same kind of workflow and function or

03:20

functionality and even more functionality um I really like

03:24

these tickets. it took me a little while to dive in and

03:26

understand them, but um after spending several hours of going

03:29

through in system. And streamlining the workflow. I’m

03:33

gonna share what took me a few hours to really dial in for the

03:35

simple growth team um and show you here in the next few

03:38

minutes so hold on and uh I’m gonna show you what we’ve got

03:43

so gonna give you a quick sneak peek at our workflow uh before

03:46

the training starts and then we’re gonna dive into the

03:48

training so traditionally I jump right into the training uh

03:51

here. I’m gonna give you a sneak peek of what the end

03:53

result could be so um before we get to that, we’re gonna go

03:59

into um the general overlook of tickets and workflows. so I’m

04:04

gonna hop in and grab my pointer. So I can uh use this

04:07

basically, but in vtwo or vthree tickets are going to

04:11

pretty much be the same way. There’s gonna be some different

04:13

lead entry points in different ways. Um we get to them, but

04:16

the functionality of the tickets are gonna be the same

04:19

on version two version three and our tickets are going to be

04:24

utilized for both clients and leads in the system. so the

04:28

four types of tickets that are available inside service

04:31

Autopilot right now after the last major update is emails and

04:35

  1. To look at the emails is um emails really don’t need to um

04:40

have anything done to them, but what they do is they actually

04:43

are closed out ticket and it’s visible in the activity screen.

04:47

Um we set those emails. It’s gonna create that close

04:50

tickets. We have a record of that uh email as a ticket. now

04:54

calls calls are gonna be used to document um basically a call

04:58

that you’ve made or voicemail so one of the thing that was

05:00

really big at Callahan’s lawn care to do is now transferring

05:04

over to tickets. Is if we made a call to a client um it wasn’t

05:08

documented or done unless it was documented. so we wanna go

05:12

in and called Missus Smith followed up on um an estimate

05:18

or missus Smith called and it was a damage case. There’s an

05:21

issue or we left the voicemail called Missus Smith left the

05:24

voicemail, so the things that we wanna look at is our emails.

05:27

We don’t have to do anything they are created into a close

05:30

ticket. um for that activity screen, it’s sorting down calls

05:34

are used to document calls or voicemails and the third type.

05:38

Is notes now these are used for anything that is not sent an

05:42

email or related to calls and voicemails. Now a sub category

05:48

of a note is a calendar event. That’s the fourth type. So I

05:53

think someone at service Autopilot might have been

05:55

rained that in their training uh really eloquently explain

05:59

that um the calendar, the notes is actually almost a folder in

06:03

the calendar event sits inside that folders. you can have

06:06

multiple things inside that folder. Um so calendars are

06:11

that sub item of the ticket use for non events that need to be

06:17

scheduled dispatched and completed in the next few

06:20

screens. I’m gonna break down an extremely high level. What

06:24

are the use case scenarios for all four of these types of

06:27

tickets and once again, if you have questions just let us know

06:29

and we’re happy to break that down for you. so the first type

06:33

of tickets here type one again is email sent um and they’re

06:37

gonna create that close ticket and the use case is um it’s a

06:40

viewable audit trail. Of emails sent on the client in lead

06:44

screen now type two is gonna be calls used to document calls

06:48

and voicemails. so the use case um is internal documentation.

06:52

Um if it did not happen, it did not happen unless it was

06:57

documented. So we wanna document everything that

06:59

happens and it’s it’s documented inside type number

07:02

two, which is calls now type number three are notes and

07:06

they’re used for anything that is not send an email or phone

07:10

call. Or voicemail so use cases non account specific notes,

07:14

which will be your internal notes and issue follow up. So

07:18

once again, we’re gonna show you later how to filter this

07:21

down on the activity screen and be able to see um certain

07:24

things that used to be in the client timeline and then type

07:27

number four is those calendar events the sub item of a ticket

07:31

for non billable time that needs to be scheduled

07:34

dispatched and completed so use cases are going to be going out

07:38

and doing estimates on site or if you’re assigning them to a

07:41

person in the office to do so, what happens should happen um

07:45

and it’s not have to be man. Babysit by the business owner,

07:48

but the ticket itself will manage the fact that these

07:51

estimates are signed with the deadline to get done quality

07:54

control Equipment Maintenance office has just to name a few,

07:57

but those are the big ticket items that I’m thinking inside

08:00

tickets that you’re gonna want to use in type four calendar

08:03

events, which are basically a sub calendar of type three

08:06

notes. Things that you wanna look at as you go in um under

08:12

the gear icon tickets which used to be to do is we wanna go

08:16

in and standardize your ticket type. So this is a great time

08:19

now going in to um the end qfour the beginning of Q. One a

08:25

lot of businesses at least in lawn care and landscaping are

08:27

starting to slow down. Maybe we’re getting in the snow

08:29

removal holiday uh season to come up for home cleaning

08:32

friends. but after that slows down this is a great time to

08:35

take a time and go in and just take a. An audit of what you

08:39

got in there under the gear icon tickets and start

08:42

standardize these tickets types so the three or the three to

08:46

six major ones that I’m looking at right now that you’re

08:48

probably gonna be looking at is an estimate, terminate service

08:51

schedule service, billing damage and accounting issues,

08:53

but whatever they are, let’s consolidate them down and

08:56

standardize before really diving into the new

08:58

functionality of tickets now, Where do we access the tickets

09:02

in Vtwo and vthree so um in the CRM header? Right here in vtwo

09:09

or vthree when you go in, we have the ability to to locate

09:14

tickets right there. so that’s gonna be in vtwo Vthree. Your

09:17

workflow is identical now where to access tickets in vthree. So

09:22

what we’re gonna be doing is once we’re in. we want to add a

09:26

filter in the left hand actions area um you’ll notice in a lot

09:30

of the vthree screens. Um most of your actions now have been

09:34

shifted and consolidated under filtered. Um and different

09:38

advance actions on the left-hand side, I really like

09:41

that uh workflow once you get used to it, It really um can

09:45

help save some time once you build those filters out and get

09:47

that set up so step one. Um you must apply a filter. So basic

09:54

filters for accountability and management so see these are

09:57

couple of the filters that I’m gonna recommend when you’re

10:00

back here to add a filter. we go out and build this out so

10:05

first thing you wanna look at is for current tickets. so

10:07

we’ve got ticket due dates. so those are pre-built filters you

10:11

can dive into and some of the settings you wanna do for those

10:14

filters is due date is equal to today’s date. Do this week is

10:20

less than or equal to the end of the week, and do this week

10:25

is less than or equal to the end of the month. So that’s

10:27

gonna start giving you that granule. That we had before um

10:31

and obviously as it continues to make some iterations of this

10:34

um this may change and we’ll update some of the videos but

10:36

II strongly feel that this feature here is gonna allow us

10:40

to go in and manage our current ticket system with

10:43

accountability for our team past two tickets next type of

10:47

filter ticket is do is past due is set to yes and that’s gonna

10:52

allow us to filter down to all those past two tickets and then

10:56

we’re gonna do open tickets um assignments. Or vendor and then

11:01

ticket types. Note, call calendar vent, email status and

11:06

audit trails So these are four different ticket types and

11:10

statuses filters. I would go in and dial into and once again as

11:14

you go in, it’s all set right here and once we have that we

11:17

have them now under the uh all save filters that either

11:20

service autopilot preloaded or the ones you’ve customized. So

11:23

this is all of that um CR m ticket screen on the left, but

11:28

once again first thing is we must apply the filters in. The

11:31

filters for that. Once the filter is created, we can

11:37

create a table view so we wanna go and edit that table and

11:40

that’s the screenshot right there. So first we add the

11:43

filter and we’re gonna edit the table. What that’s gonna do is

11:45

adjust the headers up here for certain things is take that

11:48

assignment due date last due date uh priority so we can do

11:53

is by clicking the edit table um that pops up this uh little

11:58

boxer and it allows us to um select the columns and reorder

12:02

the columns here that we want so by dragging drop these

12:05

little arrows. we can drive up and down and we can narrow into

12:09

what we want to see. Um on this table so depending on your

12:13

role, whether you’re a CSR, a customer service rep, a

12:16

salesperson, a manager uh an estimator. These are different

12:21

views and tables and filters that are gonna be appropriate

12:23

to that role. Uh you’re probably not gonna wanna see

12:26

everything at once now. The business owner may wanna jump

12:28

at a high level and see all this, but I think for your day

12:31

to day view you probably want to uh go in and set those

12:36

filters up appropriately once again, we can drag and drop the

12:39

roles and select. Columns or once you’re up here, there’s uh

12:42

the ability you can’t really see it in the screenshot. You

12:44

can drag and drop this as well here um to create that uh view

12:50

or create the table view and that create the tables in the

12:53

upper right hand corner right there and once again in the

12:57

show comments there uh there is a link to see the full training

13:00

that I’m doing here um free of charge. Obviously it’s a

13:03

certified adviser and you can invite your team members in as

13:06

well um unlimited access to that. Um it’s something we felt

13:10

as a certified adviser that we should be giving out to the

13:12

general public um and this training is not meant. Replace

13:15

service Autopilot training This is simply meant to build upon

13:19

um they’re excellent training from their great on boarding

13:21

and launch and support team um we’re building and on top of

13:25

that for a possible workflow to the features and functions that

13:29

they have sent several great videos on you. So if you

13:31

haven’t seen those I’d recommend watching their videos

13:33

as well um and this video or the full video from the link in

13:37

the comments of the show so vtwo vthree ticket creation in

13:42

the top header now um everybody. The green uh little

13:46

plus care the quick ad um if you scroll down, we can add a

13:51

ticket um and that’s how we get to that as well. So you’ve got

13:54

um the upper left here on our cm tickets or the upper right,

13:58

so we have different ways to get in and add an actual ticket

14:01

or get to the tickets now in vthree our creation of the

14:07

ticket. once you hit the green icon. uh we’re gonna go over to

14:10

that actions area again. So once again, that’s a central

14:12

place where we’re clicking into and we’re gonna go in and add.

14:16

Ticket and this pops up here so this uh body or structure of

14:21

the vthree ticket creation is almost identical in Vtwo and

14:25

what I’m gonna do is hop in the vtwo in a few minutes and show

14:28

you what that looks like but the idea here is we get to take

14:31

a look at whether it’s a note or a call and you remember from

14:34

the four types of tickets we’ve talked about the email

14:37

automatically happens so that is not on the screen cuz that

14:40

email becomes a close ticket. A note is going in for those

14:45

things that are not particular to the call. so the call is

14:48

gonna be the voicemail or call the note is everything else

14:51

now. Inside that note, once we’ve create this, we’ll dive

14:54

in a little bit deeper in a minute once we create that

14:57

note, a sub category or folder of that can become that on site

15:03

or scheduled to do which is now called a ticket calendar event

15:08

um very important to take a look at that and understand

15:10

that because now some of the verbiage has changed, but the

15:14

methodology is really the same. But once you dive into it, I

15:17

think that once you get used to it, you’re really gonna like

15:19

the idea of that folder. Idea because you can start doing um

15:23

emails and estimates and damage cases out of that whole folder

15:26

and you got one central place to hold all the communication

15:29

so um really like that feature now if you’re not gonna tackle

15:34

vtwo and you’re sticking to vthree or if you’re not doing

15:37

vthree. but you’re sticking to vtwo right now, which a lot of

15:40

companies are um we are going in and under the upper right

15:44

hand corner, the more area we’re going in and add a note

15:48

or call so very similar in vthree, we’re going in adding a

15:53

ticket the two types of a ticket. Note and call so in

15:56

vtwo we’re going to the more area and adding a note or call

16:02

and it is from the lead or client’s screen under the more

16:05

tabs that’s a central area. Once again we can get to that.

16:09

now what pops up is right here is add a ticket. so we’ve got

16:12

note and call this is um the UI the user interface the way this

16:16

looks is very similar to the existing part of Vtwo um so it

16:22

doesn’t look like vthree so everybody’s used. This look um

16:26

so if you’re staying in Vtwo, don’t worry the part, adding a

16:29

ticket looks very similar, but we’ve got the counter lead the

16:32

uh the category of the subject to buy and the status um same

16:36

exact information you get here in Vthree with the

16:39

functionality of Vtwo. so either way is a great option in

16:42

my opinion now, Vthree filters to see the filters so when

16:47

we’re in Vthree and I’m gonna show you in vtwo. How do we

16:51

filter down and see uh what we had so I know there was a lot

16:54

of concerns when the update first came out that people

16:57

couldn’t see certain things. They saw too much um, but

17:00

obviously after watching the service, Autopilot training

17:02

videos on this, it made a lot of sense to me and we had a

17:05

great understanding. so I wanna hit on this because depending

17:08

on your role in the business once again, whether you’re the

17:10

business owner ACs salesperson estimator, there’s certain

17:14

things in your daily activity, feed or basic timeline. Um if

17:19

you’re talking vtwo language um that’s been converted now that

17:23

activity stream you probably don’t want to see everything um

17:27

  1. In my office and handles transactions, AR accounts

17:30

payable, she’s gonna be looking more in this area where

17:34

estimates tickets and to do’s and simple growth. Dylan or

17:37

Kevin are gonna be playing in that area. Those are the things

17:39

they’re worried about on a daily basis. so you wanna go

17:42

down and filter this down to um your role and what you’re

17:46

looking at um but right here under all history, go in and

17:51

click the appropriate areas that you wanna see here in that

17:54

activity feed now that’s vthree now vtwo filters very similar

17:58

um and Admitted the page header here um we have the ability for

18:04

all history um some transactions estimates um but

18:07

if we wanna filter down what we wanna see, we can go into

18:10

tickets and put um all the different types of tickets that

18:15

are here um emails calls past events. so there’s certain

18:19

things you wanna see in here. Uh you’ve got the ability to

18:23

dial right in Vtwo as well as vthree to that view. um so I

18:28

think that’s a great uh feature there as well. Um a lot of

18:31

people are unaware of that in the beginning, but now that

18:33

people are starting to get used to it. Those are the things you

18:35

wanna dial into to have that granule. In the system.

18:43

So as we continue next thing is we wanna assign a ticket to a

18:47

team member for a calendar dispatch events So once again

18:50

that’s a sub category of a note and we want to add an event and

18:55

event is going to be one of those non billable scheduled

18:59

events. We’re gonna dispatch. we’re gonna do it. We’re gonna

19:01

close it out. so what we’re gonna do is uh on the left hand

19:06

side. Once we have the uh the original uh ticket there is

19:11

we’re gonna go in and add an event and assign it to.

19:16

Dispatched um sorry about the typo there, but um just caught

19:19

that but next thing we’re gonna be doing here is on the left

19:22

hand side. We’ve got ticket details and we wanna hit edit

19:27

first. We’re gonna hit edit and it’s gonna pop in ticket

19:30

details and related items. So this is if you’re going in

19:32

sequential order, you’re gonna hit added events this right

19:37

here is we’re going into edit first thing. We’re talking is

19:41

the ticket details so the category the account vendors

19:44

you’re gonna sign this to a vendor as well. The assignment.

19:49

The due date we need to apply that due date now, the next

19:52

thing is when we’re under that Edit tab. We’ve taken care of

19:56

ticket details now we’re doing related items. so this is like

20:00

the analogy of that folder that um essays great training team.

20:04

we’ve been talking about so I feel like this is a good spot

20:07

to kind of expose where that is, but now we can link

20:09

additional tickets and kinda consolidate. We can link

20:12

estimates to this ticket um and we can link jobs. So now we’ve

20:16

got kind of everything we need to look at All-in-one related

20:19

folder Um so that is the advanced um. Features of

20:23

tickets that I really like. Now calendar events um after the

20:28

ticket is created, we wanna click on advance actions and

20:31

then calendar event. so we go in and click on the ticket. We

20:36

open that up and then this is where the body is. We’re gonna

20:40

click a follow up event and click right in here um now if

20:44

we click on the date, this is probably the first and more

20:48

streamlined option because whatever we write in the ticket

20:53

here is gonna go in to the actual. Event now if you need

20:57

different things in both areas we uh we just check this but we

21:01

don’t click the date um and I’ll show you how to do that.

21:04

but in the streamline option that I’m recommending for most

21:06

of the time we’re going to click um the follow up date and

21:10

what happens there is all the information that was in there

21:14

before um siding damage and example, comes up and uh back

21:20

left corner siding damage was here. In addition, it’s a sign

21:23

here and we have the account um and then we can go. And set an

21:27

appointment time or anytime on that date, with the start and

21:30

end date, which will be our due date. So um the idea is if I

21:34

circle back here we click this here on the bottom. It

21:37

automatically populates all of this so any of that double

21:40

entry uh that you may be concerned about is alleviated

21:43

in that step a calendar event option Number two is more of a

21:47

manual process if you have to change certain things inside

21:50

that event. so instead of if I back this up instead of.

21:56

Clicking the gate We just check here this is what’s gonna be

22:02

happening so we’re gonna have to go in and we edit the event

22:05

we click in to advance actions and then we can manually fill

22:10

in um the assigned accounts in any of the information in the

22:15

body um but it still gives you the same ability for

22:17

appointment time or anytime with start and end date so two

22:21

different options. I recommend the first option for most um

22:24

workflows option number. Two is probably the exception, but you

22:28

may need to use that uh occasionally so I wanted to

22:30

break that down for you. Uh ticket confirmation under user

22:35

roles and rights, so this area used to be um to do’s it has

22:40

been automatically updated to uh ticket access. so all the

22:45

user roles and rights should have rolled over. but the fact

22:48

that we’re going into a new part of the system, there’s

22:50

some more advanced capabilities. I would highly

22:53

recommend as you’re starting to get ready for 2021. do a quick

22:56

assessment of your user roles and rights and what they have

23:00

access to and make sure that they have the appropriate

23:04

access to vthree tickets, but not too many of them. Um and

23:08

that is going to be under the gear icon user roles and rights

23:11

you dial into the role or write um right here. We’re under a

23:14

certified adviser for myself and it’s the second tab here of

23:18

cm ticket access and that’s how you’re gonna define those roles

23:22

from the top down for each role and as an added benefit. um

23:28

like I said. If you wanna see the full version of this

23:31

training, click the uh link for a free uh link to the full

23:36

video that we’ve done on a webinar a few weeks ago for

23:38

simple growth as a certified adviser and you can invite your

23:40

team members in as well as many as you want um. As an added

23:44

benefit for watching us here on the live or recorded Facebook

23:47

um video here for the essay weekly talk show uh we’re gonna

23:51

show you one way to streamline your vthree lead intake with

23:56

absolutely no double entry. So first thing we wanna do is go

24:04

in to the plus icon and hit add an account now. this is in

24:09

vthree, not vtwo. And we’re gonna go in and add a lead, not

24:16

a client and we put the name on the invoice and I’m gonna show

24:19

you live in a second here in service Autopilot. How this

24:22

works um and then what I’m gonna recommend is if you

24:25

download this free form of the marketplace and I’ll show you

24:28

how to get in there and get it uh free of charge. We’d fill

24:31

out a form and what this is um and I’ll show you the live

24:34

version in a second. This form is to alleviate um any double

24:39

entry or any workflow issues. but the idea here is we’ve

24:42

created a phone intake form that is gonna be standardized

24:45

for your. Assistant or your Internal office so what should

24:50

happen each and every time and they’re hitting all the key

24:53

points of in taking a lead, someone new coming into your

24:57

service Autopilot account for estimates or other things they

25:00

may be looking for, but we would go in and take the uh

25:03

simple growth, phone intake form and all the main

25:07

information as far as first name and load in and then you

25:10

can work the screen and all a systematic way and enter in all

25:14

their information. so as we’re going in. Um or getting their

25:18

cellphone, How did you hear about estimate request for

25:21

special instructions in office knows um and I’m gonna hop into

25:24

essay really quickly to show you what this looks like live

25:27

and where to find this free uh vthree intake form that we have

25:31

built out here. so the first thing we wanna do is I’m gonna

25:34

go into cm clients to force the system over to the vthree, um

25:44

instance, so what we would do is go in an account. Right here

25:49

and what the um I guess The temptation will be at least

25:55

after working with hundreds and hundreds of service Autopilot

25:58

users and uh my internal office here is when you go in and hit

26:02

add an account. it is going to uh give you the temptation to

26:08

go into the client intake and not the lead intake because

26:13

there is a little more information in there

26:15

refreshment browser here. I think the internet hang up on

26:17

me um but basically when we. In and do that it is going to uh

26:23

give us the ability to add that account and when we add the

26:27

account, we’re gonna go to the lead area, not the account area

26:31

um and this has been sitting here all day. so I may have

26:33

been logged out of this account so let me. Hop in here and log

26:39

back in the service Autopilot cuz I think this is pretty

26:41

important for everybody watching this that you’re gonna

26:44

wanna be able to see um going in and adding that vthree uh

26:51

lead and this is a streamline workflow. I recommend once

26:53

again we have a free um form on the service, Autopilot

26:58

marketplace for everybody. um when you go into the quick ad

27:02

and we add in that account. and when that account comes up,

27:06

we’re gonna go in and. Got the option it defaults to client

27:10

where you enter in all their information First name Last

27:13

name display name What I’m gonna recommend Is you really

27:15

need to go to the lead intake um and it gives you three

27:18

options here. so what I’m gonna recommend is um potentially

27:22

going in if you want the free uh form that we’re getting off

27:25

the marketplace to be able to use this form to streamline

27:27

this all on one page um but the temptation to add a client is

27:31

probably not a good move in my opinion because we really wanna

27:34

segment our database so leads and clients to be able to have

27:36

differentiation whether they’re in the client life cycle and be

27:39

able to track the conversion from a lead to a client. so

27:41

those are things that you’re gonna want in the reporting so

27:44

I’m gonna. Is when you go in here, we’re just gonna grab

27:46

their first name. It’s a conversation. They call our

27:48

office and like Hey Mike perfect uh looks like you want

27:52

an estimate so have you ever talked to us before are you in

27:54

our system? Nope never talk to you guys before so that

27:57

automatically transfers over what we’re gonna do is just

27:59

literally fill out a form and we’re gonna take the uh vthree

28:04

the simple growth uh phone intake form and I believe this

28:09

one is it and just make sure here cuz we got a couple

28:12

different versions of it and I think this is it here. So what

28:16

we’re gonna do then is take first name last name. so we’re

28:22

just gonna continue to work that form here and we’ve got

28:28

first name last name. Okay, Missus Smith or Mike. What’s

28:31

your service address? We’ll pull that in okay. Perfect is

28:34

the billing address the same as a service address. Yes, it is

28:37

or no. It isn’t. okay. How did you hear about us? What’s your

28:40

cellphone? So we’re gonna basically create a phone intake

28:43

here that you guys can customize. but the idea is

28:45

we’re working that phone intake. We’re standardize it

28:48

for the virtual assistant or uh your internal office and this.

28:51

Is gonna be tied right back into your lead source tracking

28:54

So that’s one thing. I really love about vthree because if

28:56

you already have a lead source, it’s going to populate on here

29:00

so you don’t override it. but these are things we should be

29:02

asking for special instructions office notes and what we would

29:09

do is go in and hit next and it would populate everything else

29:13

here in the billing address. and then we’re going to submit

29:15

that and once we’ve done that and that refreshes all the

29:19

information populate. It’s right here on the client

29:22

record. um no double entry and everything is there so um that

29:27

is one great tool that you can uh download free of the

29:31

marketplace. If you’ve never been to the marketplace. uh we

29:34

go up here to little Avatar and hit marketplace and like I

29:38

said. This is a free download from simple growth as a

29:41

certified adviser and uh just put in here Vthree and it

29:49

should be right. Sg Phone intake form and you go and you

29:54

hit view and you can get the free download code um so that

29:58

is a great way of tackling that here and you can click to get

30:02

the free download code or view it and click there to get the

30:06

download code. so this is something that uh looks like

30:10

about 63 people have already utilized got some great

30:13

feedback on that um and if uh that is something of interest

30:19

free. Hr to streamline your workflow. Um you can also go to

30:22

Vthree Tickets.com and that will give you the information

30:26

about that free form and how to get that off the marketplace

30:29

with the download code. so come to questions uh feel free to

30:33

drop them down on the live or recorded version, but um essay

30:37

weekly talk show trying to go out and um help the essay

30:41

community through business practices through interviews

30:44

and um different certified advisers, including myself

30:48

coming out to help teach workflow and features some. And

30:51

service Autopilot so comments or questions drop them below.

30:54

Otherwise we’ll see you again next week on the essay. Weekly

30:57

Talk Show uh 1 PM eastern 12 PM Central and uh special guest uh

31:04

Baron uh in the cleaning industry. Uh we had to

31:08

reschedule due to some tribal conflicts um for today but she

31:10

will be with us next week. so we’ll see you again. weekly

31:13

Talk Show 1 PM eastern 12 PM Central right here on the

31:18

Service Auto page page Mike Callahan from. As a certified

31:21

adviser, uh wishing everybody a great weekend.

31:27

If you like the show you might wanna check out our resources

31:30

at www dot start simple growth.com While you’re there

31:35

enter to win an estimator chatbot Mike Callahan is

31:39

available for private coaching.

SA Weekly Talk Show: V3 Ticket Workflow

Video Transcript

00:00

Welcome back to the essay

00:01

weekly talk show um host Mike

00:06

Callahan here as a certified

00:07

adviser of Service Autopilot,

00:10

and as we do uh several times a

00:13

month with the weekly talk show

00:14

we will go out and break down

00:16

features and functions of

00:18

service Autopilot so uh as a

00:21

normal live broadcast if

00:23

anybody’s watching on the live

00:24

feed right now, if you can hear

00:26

the audio uh please type in the

00:28

comments to just let us know

00:28

but what we’re going to be

00:29

doing. Here is going out. I’m

00:32

gonna check my phone just to

00:33

make sure that we uh are

00:35

broadcasting and we can see uh

00:37

what it looks like here as far

00:38

as the audio, but we’re gonna

00:39

be looking at here on the

00:41

weekly talk show is vthree

00:43

tickets and a workflow so um

00:48

happy to answer any questions

00:49

on the library recorded

00:50

version, but we wanna go out

00:52

and um kind of create a

00:54

workflow and build upon um a

00:56

lot a lot of the great Service

00:58

Autopilot has created around

00:59

vthree tickets but go in um

01:00

kinda demystify. The systems

01:02

and put a workflow to it uh so

01:04

we’re not gonna be talking

01:05

about just about the features

01:06

and functions of vthree

01:07

tickets, but how to actually go

01:09

out and create a workflow with

01:11

those tickets and some time

01:11

saving steps that um the simple

01:14

growth team has uh developed

01:16

with the workflow the way we’re

01:17

utilizing it in service

01:19

Autopilot as a general user of

01:21

service autopilot So without

01:22

any delay, I’m gonna go in and

01:24

jump in and pull up my screen

01:29

here. Awesome. Uh Brent says.

01:30

You can hear me that is perfect

01:31

so uh in addition, we’re gonna

01:33

be doing is um if you wanna get

01:36

a access of a recorded. Full

01:38

version of the essay weekly

01:39

talk show not just what I’m

01:40

showing here, but a complete

01:42

workflow training of vthree

01:43

that builds even further than

01:45

this uh in the show links Um

01:47

I’m going to put right in the

01:48

comments um bthree training

01:52

link and it is a free video um

01:55

that will go in and um

02:00

literally show you how to do

02:02

this and you can go in and

02:03

invite your team members as

02:04

well so um. Let me just put

02:10

that in here, Oh, I will put

02:11

that in uh so this is actually

02:13

the website ul that the live or

02:17

the recorded version of the

02:18

full version. What I’m going

02:19

over is gonna be here so I’m

02:21

gonna put that in here in the

02:22

show, notes real quickly.

02:26

Alright, now that in there uh

02:27

we’re gonna dive into this live

02:29

training so once again, if you

02:30

have any comments or questions

02:31

around this uh please let me

02:32

know what we’re gonna do is

02:34

diving into the civil growth

02:36

workflow for service Autopilot

02:37

Vthree ticket feature. Alright,

02:42

so let me adjust my screens

02:44

here and we will get right into

02:47

  1. So new tickets and

02:50

workflow, we’re gonna

02:51

streamline the lead flow

02:53

creation um and if you haven’t

02:55

noticed the new ticket situate

02:57

tickets um feature function

02:59

inside service autopilot, it

03:01

has replaced um the old To-dos

03:04

and I’m gonna go in and show

03:05

you how to take to do if you’re

03:06

heavily relying on them and how

03:08

to convert those into tickets

03:10

uh with the same kind of

03:11

workflow and function or

03:13

functionality and even more

03:14

functionality um I really like

03:17

these tickets, it took me a

03:17

little while to dive in and

03:18

understanding them, but um

03:19

after spending several hours of

03:22

going through and systemizing

03:23

and streamlining the work.

03:24

Allow me to share what took me

03:26

a few hours to really dial in

03:28

for the simple routine um and

03:30

show you here in the next few

03:31

minutes So hold on and uh I’m

03:34

gonna show you what we’ve got

03:35

so gonna give you a quick sneak

03:37

peek at our workflow uh before

03:39

the training starts and then

03:40

we’re gonna dive into the

03:41

training so traditionally I

03:42

jump right into the training.

03:43

uh here. I’m gonna give you a

03:44

sneak peek of what the end

03:46

result could be so um before we

03:50

get to that we’re gonna go into

03:52

um the general overlook of

03:54

tickets and workflow so I’m

03:56

gonna hop in and grab my point.

03:58

Here so I can use this

03:59

basically but in vtwo or vthree

04:02

tickets are going to pretty

04:03

much be the same way there’s

04:05

gonna be some different lead

04:06

entry points in different ways.

04:07

Um we get to them, but the

04:09

functionality of the tickets

04:11

are gonna be the same on

04:11

version two version three and

04:14

our tickets are going to be

04:16

utilized for both clients and

04:17

leads in the system so the four

04:20

types of tickets that are

04:22

available inside service

04:23

Autopilot right now after the

04:25

last major update is emails.

04:27

Way to look at the emails is um

04:29

emails really don’t need to um

04:33

have anything done to them, but

04:34

what they do is they actually

04:35

are close out ticket and it’s

04:38

visible in the activity screen.

04:39

Uh we set those emails. It’s

04:41

gonna create that close

04:43

tickets. We have a record of

04:44

that uh email as a ticket now

04:47

calls calls are gonna be used

04:47

to document um basically a call

04:50

that you’ve made or a voicemail

04:52

so one of the thing that was

04:53

really big at Callahan’s Lawn

04:54

care to-dos now transferring

04:56

over the tickets is if we made

04:58

a call to a client um it was.

05:02

Documented or done unless it

05:03

was documented so we wanna go

05:05

in and called Missus Smith

05:06

followed up on um an estimate

05:10

or missus Smith called, and it

05:11

was a damage case. There’s an

05:13

issue or we’d love to voicemail

05:15

called Missus Smith left a

05:17

voicemail, so the things that

05:18

we wanna look at is our emails.

05:19

uh we don’t have to do anything

05:21

because they are created into a

05:23

close ticket um for that

05:25

activity, screen and sorting

05:25

down calls are used to document

05:27

calls or voicemails and the

05:29

third. Is notes now these are

05:32

used for anything that is not

05:34

sent an email or related to

05:37

calls and voicemails now a sub

05:40

category of a note is a

05:42

calendar event. That’s the

05:44

fourth type. so I think someone

05:46

at service Autopilot might have

05:48

been reign in their training.

05:50

uh really eloquently explain

05:51

that um the calendar the notes

05:54

is actually almost a folder in

05:56

the counter vent sits inside

05:58

that folder, You can have

05:59

multiple things inside that

06:00

folder. Um so Keller vets are

06:03

that sub item of the ticket

06:06

used for non events that need

06:09

to be scheduled dispatched and

06:11

completed in the next few

06:13

screens. I’m gonna break down

06:14

an extremely high level. What

06:17

are the worst case scenarios

06:18

for all four of these types?

06:19

tickets and once again, if you

06:21

have questions just let us know

06:22

and we’re happy to break that

06:23

down for you. so the first type

06:25

of tickets here type one again

06:27

is email sent um and they’re

06:30

gonna create that close ticket

06:31

and the use case is um it’s a

06:32

viewable audit. Of emails sent

06:35

on the client in lead screen

06:37

now type two is gonna be called

06:40

used to document calls and

06:41

voicemails so the use case um

06:43

is internal documentation um.

06:47

Did not happen. It did not

06:49

happen unless it was

06:50

documented, so we wanna

06:51

document everything that

06:52

happens and it’s it’s

06:53

documented inside type number

06:55

two, which is call now type

06:57

number three are notes and

06:59

they’re used for anything that

07:00

is not sending an email or

07:03

phone call or voicemail so use

07:05

case is non account specific

07:07

notes, which will be your

07:08

internal notes in issue. Follow

07:10

  1. So once again, we’re gonna

07:11

show you how to filter this

07:13

down on the activity screen and

07:15

be able to see um certain

07:16

things that used to be in the

07:18

client timeline and then tip

07:19

number four. Calendar events

07:22

the sub item of a ticket for

07:24

non billable time that needs to

07:25

be scheduled, dispatch and

07:27

completed so use cases are

07:29

going to be going out and doing

07:31

estimates on site or if you’re

07:33

assigning them to a person in

07:34

the office to do so, what

07:36

happens should happen um and

07:38

it’s not have to be manager

07:39

babysit by the business owner,

07:40

but the ticket itself will

07:42

manage the fact that these

07:43

estimates are assigned with the

07:45

deadline to get done quality

07:46

control Equipment Maintenance

07:48

office task just to name a few

07:49

but those. The big ticket items

07:51

that I’m thinking inside

07:52

tickets that you’re gonna want

07:54

to use in type four calendar

07:55

events, which are basically a

07:57

sub calendar of type three

07:59

notes. so things that you wanna

08:02

looking at as you go in um

08:04

under the gear icon tickets,

08:06

which used to be to do’s, we

08:08

wanna go in and standardize

08:10

your ticket type. So this is a

08:11

great time now going in to um

08:14

the for the beginning of Q one

08:17

a lot of businesses at least in

08:18

lawn care and landscape. Are

08:20

starting to slow down, maybe

08:21

we’re getting in the snow

08:22

removal holiday. uh seeds are

08:24

coming up for home cleaning

08:25

friends, but after that slows

08:26

down this is a great time to

08:28

take a time to go in and just

08:29

take AA an audit of what you

08:32

got in there under the gear

08:33

icon tickets and start standard

08:35

these ticket types so the three

08:37

or the three to six major ones

08:39

that I’m looking at right now

08:40

that you’re probably gonna be

08:41

looking at is an estimate

08:43

terminate service schedule

08:44

service billing damage and

08:45

accounting issues, but whatever

08:46

they are, let’s consolidate

08:47

them down and standardize them

08:48

before. Really diving into the

08:50

new functionality of tickets

08:53

now, where do we access the

08:55

tickets in Vtwo and vthree so

08:57

um in the cm header right here

09:01

in Vtwo vthree when you go in,

09:03

we have the ability to get to

09:06

locate tickets right there. so

09:08

that’s gonna be in vtwo or

09:09

vthree your workflow is

09:11

identical now where to access

09:13

tickets in vthree. So what

09:15

we’re gonna be doing is once

09:17

we’re in we want to add. A

09:19

filter in the left hand actions

09:21

area um you’ll notice in a lot

09:23

of the vthree screens um most

09:25

of your actions now have been

09:27

shifted and consolidated under

09:29

filters um in different

09:31

advanced actions on the

09:32

left-hand side, I really like

09:33

that uh workflow once you get

09:35

used to it really um can help

09:37

save some time once you build

09:39

those filters out and get that

09:40

set up so step one. Um you must

09:43

apply a filter. So basic

09:47

filters for accountability and

09:48

management so these are couple

09:50

of the filters that I’m gonna

09:51

recommend when you’re back here

09:53

to add a filter we go out and

09:55

build these out so first thing

09:57

we wanna look at is for current

09:59

tickets so we’ve got ticket due

10:01

dates so those are pre-built

10:03

filters you can dive into and

10:04

some of the settings you wanna

10:06

do for those filters is due

10:08

date is equal to today’s date

10:11

Do this week is less than or

10:14

equal to the end of the week

10:15

and this week. Less than or

10:18

equal to the end of the month,

10:19

so that’s gonna start giving

10:21

you that granular that we had

10:23

before um and obviously as he

10:25

continues to make some

10:25

iterations of this um this may

10:27

change and we’ll update some of

10:28

the videos but I’ve I’ve

10:29

strongly feel it. This feature

10:31

here is gonna allow us to go in

10:33

and manage our current ticket

10:35

system with accountability for

10:37

our team pass two tickets next

10:40

type of filter ticket is do is

10:42

pass due is set to yes, and

10:44

that’s gonna allow us to filter

10:46

down to all those past two

10:47

tickets and then we’re gonna do

10:48

open. Tickets um assignment

10:51

select employee or vendor and

10:53

then ticket types. Note Call

10:56

Calendar event Email status and

10:59

audit trail So these are four

11:01

different ticket types and

11:02

statuses filters I would go in

11:04

and dial into and once again as

11:06

you go in, it’s all set right

11:08

here and once we have that we

11:09

have them now under the uh all

11:11

saved filters that either

11:13

service autopilot preloaded or

11:15

the ones you’ve customized. So

11:16

this is all off that um cm

11:18

tickets. On the left, once

11:21

again first thing is we must

11:22

apply the filters and create

11:24

the filters for that. But once

11:28

the filter is created, we can

11:29

create a table views. so we

11:31

wanna go in and edit that table

11:32

and that’s the screenshot right

11:34

there. at first, we add the

11:35

filter and we’re gonna edit the

11:36

table. What that’s gonna do is

11:38

adjust the headers up here for

11:40

certain things as ticket status

11:41

assignment due date last due

11:43

date uh priority so what we can

11:45

do is by clicking the edit

11:47

table um that popped up this

11:50

little boxer and it allows us

11:52

to um select select the column

11:54

reorder the columns here that

11:55

we want so by dragging drop

11:56

these little. We can drive them

11:59

up and down and we can narrow

12:01

into what we want to see um on

12:03

this table so depending on your

12:05

role, whether you’re AC Sr uh

12:07

customer service rep a

12:10

salesperson a manager uh

12:11

animator these are different

12:13

views and tables and filters

12:15

that are gonna be appropriate

12:16

to that role. Um you’re

12:17

probably not gonna wanna see

12:19

everything at once now, the

12:19

business owner may wanna jump

12:20

at a high level and see all

12:22

this, but I think for your day

12:23

to day view you probably want

12:25

to uh go in. And set those

12:28

filters up appropriately once

12:29

again we can drag and drop the

12:31

rolls on selected columns or

12:33

once you’re up here, there’s uh

12:35

the ability you can’t really

12:37

see it in the screenshot you

12:37

can drag and drop this as well

12:39

here um to create that uh view

12:43

or create the table view and

12:44

that create the table views in

12:45

the upper right hand corner

12:47

right there and once again in

12:49

the show there uh there is a

12:51

link to see the full training

12:53

that I’m doing here um free of

12:54

charge obviously is a certified

12:55

adviser and you can. Your team

12:58

members in as well um unlimited

13:00

access to that. um it’s

13:01

something we felt as a

13:02

certified adviser that we

13:03

should be giving out to the

13:05

general public. um in this

13:06

training is not meant to

13:07

replace service Autopilot

13:08

training. This is simply meant

13:10

to build upon um their

13:12

excellent training from their

13:13

great on boarding and launch

13:14

and support team um we’re

13:15

building in on top of that for

13:18

a possible workflow to the

13:20

features and functions that

13:21

they have sent several great

13:23

videos on you. So if you

13:24

haven’t seen those I’d

13:24

recommend watching their videos

13:25

  1. Um and this video or the

13:29

full video from the link in the

13:31

comment to the show so btwo

13:33

bthree ticket creation in the

13:35

top header now um everybody

13:37

knows the green uh little plus

13:39

the quick ad um if you scroll

13:42

down, we can add a ticket um

13:44

and that’s how we get to that

13:46

as well. So you’ve got um the

13:47

upper left here under cm

13:49

tickets or the upper right so

13:51

we have different ways to get

13:52

in and add an actual ticket or

13:54

get to the tickets.

13:57

Now in

13:57

Now in vthree our creation of

13:59

the ticket once you hit the

14:01

green icon uh we’re gonna go

14:02

over to that actions area

14:03

again. so once again, that’s a

14:05

central place where we’re

14:06

clicking into and we’re gonna

14:07

go in and add a ticket and this

14:10

pops up here so this um body

14:13

structure of the vthree ticket

14:15

creation is almost identical in

14:17

vtwo and what I’m gonna do is

14:18

hop into vtwo in a few minutes

14:20

and show you what that looks

14:21

like but the idea here is we

14:22

get to take a look at whether

14:24

it’s a note or a call and you

14:26

remember from the four types of

14:27

tickets we’ve talked about the

14:29

email automatically happens so

14:31

that is not on the screen cuz

14:32

that. Becomes a close ticket, A

14:35

note is going in for those

14:38

things that are not particular

14:39

to the call, so the call is

14:40

gonna be the voicemail or call

14:42

the note is everything else now

14:44

inside that note. Once we’ve

14:46

created this, we’ll dive in a

14:47

little bit deeper in a minute

14:48

once we create that not a sub

14:50

category or folder of that can

14:53

become that on site or

14:55

scheduled to do which is now

14:58

called a ticket calendar event

15:00

um very important to take a

15:02

look at that and understand

15:03

that because now some of the

15:04

verbiage. Has changed but the

15:07

methodology is really the same,

15:08

but once you dive into it, I

15:09

think that once you get used to

15:11

you’re really gonna like the

15:11

idea of that folder idea

15:13

because you can start doing um

15:16

emails and estimates and damage

15:17

cases out of that whole folder

15:19

and you got one central place

15:20

to hold all the communication

15:23

so um really like that feature

15:25

now if you’re not gonna tackle

15:27

vtwo and you’re sticking to

15:28

vthree or if you’re not doing

15:30

vthree but you’re sticking to

15:31

vtwo right now, which a lot of

15:33

companies are um we are. In

15:36

under the upper right hand

15:37

corner the more area we’re

15:39

going in and add a note or call

15:41

so very similar in vthree we’re

15:44

going and adding a ticket The

15:46

two types of the ticket are not

15:48

and call so in vtwo we’re going

15:50

to the Moore area and adding a

15:53

note or call and it is from the

15:56

lead or client screen under the

15:57

more tabs that’s a central

15:59

area. once again we can get to

16:00

that now what pops up is right

16:03

here is add a ticket. We’ve got

16:04

note and call this is um the UI

16:06

the user interface the way this

16:08

looks is very similar to.

16:12

Existing part of vtwo um so it

16:14

doesn’t look like vthree so

16:16

everybody’s used to this look

16:17

um so if you’re staying in

16:20

vtwo, don’t worry it depart,

16:21

adding a ticket looks very

16:22

similar, but we’ve got the

16:24

account lead that uh the

16:25

category the subject to buy and

16:27

the status um same exact

16:29

information you get here in

16:31

vthree with the functionality

16:33

of vtwo. so either way is a

16:34

great option in my opinion now

16:37

Vthree filters to see the

16:39

filter so when we’re in vthree

16:40

and I’m gonna show you. Vtwo

16:43

How do we filter down and see

16:45

uh what we had so I know there

16:46

was a lot of concerns with the

16:47

update first came out that

16:49

people couldn’t see certain

16:50

things or they saw too much um

16:52

but obviously after watching

16:54

service Autopilot training

16:54

videos on this, it made a lot

16:56

of sense to me and we had a

16:57

great understanding. so I wanna

16:58

hit on this because depending

17:00

on your role in the business

17:02

once again, whether you’re the

17:03

business owner a CR a

17:05

salesperson estimator, there’s

17:06

certain things in your daily

17:08

activity, feed or basic

17:09

timeline. Um if you’re talking.

17:12

Vtwo language um that’s been

17:14

converted now that activity

17:16

stream you probably don’t want

17:18

to see everything um so Tammy

17:20

in my office at handles

17:21

transactions accounts payable,

17:23

she’s gonna be looking more in

17:25

this area where estimates

17:27

tickets to do and simple.

17:29

Grove. Dylan are Kevin are

17:29

gonna be playing in that area.

17:31

Those are the things they’re

17:32

worried about on a daily basis,

17:33

so you wanna go down and filter

17:35

this down to um your role and

17:38

what you’re looking at um but

17:40

right here under all history.

17:42

Go in and click the appropriate

17:43

areas that you wanna see here

17:45

in that activity feed now

17:47

that’s vthree now with vtwo

17:50

filters very similar um in the

17:52

mid of the page header here um

17:55

we have the ability for all

17:57

history. um some transactions

17:59

estimates um but if we wanna

18:00

filter down what we wanna see

18:01

we can go into tickets and put

18:04

um all the different types of

18:07

tickets that are here um emails

18:10

calls past events so there’s

18:11

certain things you wanna see in

18:12

here Uh you’ve got the ability.

18:15

To dial right in vtwo, as well

18:18

as vthree to that view, um so I

18:20

think that’s a great uh feature

18:23

there as well, Um a lot of

18:23

people are unaware that in the

18:25

beginning, but now that people

18:26

are starting to get used to it.

18:27

Those are the things you wanna

18:28

dial into to have that granular

18:30

in the system.

18:36

So as we continue next thing is

18:38

we wanna assign a ticket to a

18:39

team member for a calendar

18:42

dispatch event So once again,

18:43

that’s a sub category of a note

18:45

and we want to add an event, an

18:48

event is going to be one of

18:49

those non billable scheduled

18:51

events. We’re gonna dispatch.

18:53

we’re gonna do it and we’re

18:54

gonna close it out so what

18:56

we’re gonna do is uh on the

18:58

left hand side once we have the

19:01

uh the original. Uh ticket

19:04

there is we’re gonna go in and

19:05

add an event and and assign it

19:08

be dispatched um sorry about

19:10

the typo there, but um just

19:11

caught that. but next thing

19:12

we’re gonna be doing here is on

19:14

the left hand side. We’ve got

19:16

ticket details and we wanna hit

19:19

edit first. We’re gonna hit

19:20

edit and it’s gonna pop in

19:22

ticket details and related

19:23

items. So this is if you’re

19:25

going in sequential order

19:26

you’re gonna hit add an events.

19:29

This right here is we’re going

19:32

into edit it first thing we’re

19:33

tacking is the ticket details

19:35

so the category the account

19:37

vendors so you can assign this

19:38

to a vendor as well. The

19:41

assignment and the due date we

19:41

need to apply that due date

19:44

now, the next thing is when

19:45

we’re under that edit tab we’ve

19:48

taken care of ticket details

19:50

now we’re doing related items

19:51

so this is like the analogy of

19:53

that folder that um essays

19:55

great twenty eighteens. We’ve

19:57

been talking about so I feel

19:58

like this is a good spot to

19:58

kind of expose. Where that is,

20:01

but now we can link additional

20:02

and kinda consolidate we can

20:04

link estimates to this ticket

20:06

um and we can link jobs. So now

20:08

we’ve got kind of everything we

20:09

need to look at All-in-one

20:11

related folder Um so that is

20:13

the advanced um features of

20:16

tickets that I really like. Now

20:19

calendar events um after the

20:20

ticket is created, we wanna

20:22

click on advanced actions and

20:24

then calendar event. so we go

20:26

in and click on the ticket. We

20:28

open that up and then this is

20:30

where the body is. so we’re

20:32

gonna click a follow up event

20:34

and click right in here um now

20:36

if we click on the date, this

20:38

is probably the first and more

20:41

streamlined option because

20:42

whatever we write in the ticket

20:45

here is gonna go in to the

20:48

actual calendar event now if

20:49

you need different things in.

20:51

Areas we uh we just check this

20:52

but we don’t click the date um

20:55

and I’ll show you how to do

20:56

that but in the streamline

20:57

option, I’m recommending for

20:59

most of the time we’re going to

21:00

click um the follow up date and

21:04

what happens there is all the

21:06

information that was in there

21:07

before um siding damage and

21:09

example, comes up and uh back

21:12

left corner siding damage was

21:14

here. In addition, it’s a sign

21:16

here and we have the account um

21:17

and then we can go in and set

21:19

an appointment time or anytime

21:21

on that day with the start and

21:23

end date, which will be our due

21:24

date So um the idea is if I..

21:26

Circle Back here we click this

21:28

here on the bottom it

21:30

automatically populates all of

21:31

this so any of that double

21:33

entry uh that you may be

21:34

concerned about is alleviated

21:36

in that step a calendar event

21:38

option Number two is more of a

21:40

manual process if you have to

21:42

change certain things inside

21:43

that event so instead of if I

21:45

back this up instead of

21:50

clipping the beat we just track

21:53

here. This is what’s gonna be

21:54

happening so we’re gonna have

21:56

to go in and we edit the event

21:59

we click in to advance. And

22:01

then we can manually fill in um

22:04

the assigned account in any of

22:06

the information in the body um,

22:08

but it still gives you a same

22:09

ability for appointment time or

22:10

anytime with start and end date

22:13

so two different options. I

22:14

recommend the first option for

22:16

most um workflows option number

22:19

two is probably the exception,

22:20

but you may need to use that uh

22:22

occasionally so I wanted to

22:23

break that down for you now uh

22:26

ticket confirmation under user

22:28

rules and rights so this area

22:29

used to be. Um to do it has

22:32

been automatically updated to

22:35

uh ticket access so all the

22:37

user rules and rights should

22:38

have rolled over, but the fact

22:40

that we’re going into a new

22:41

part of the system, there’s

22:43

some more advanced

22:44

capabilities. I would highly

22:45

recommend as you’re starting to

22:46

get ready for Twenty-one. Do a

22:48

quick assessment of your user

22:50

roles and rights and what they

22:52

have access to and make sure

22:54

that they have the appropriate

22:56

access to vthree tickets but

22:58

not too many of them um and

23:00

that is going to be under the

23:02

gear icon user roles and write

23:03

you dial into the role or right

23:05

um right. Under certified

23:07

adviser for myself and it’s the

23:10

second tab here of cm ticket

23:13

access and that’s how you’re

23:14

gonna define those roles from

23:15

the top down for each role and

23:19

as an added benefit um like I

23:21

said if you wanna see the full

23:22

uh version of this training,

23:25

click the uh link for a free um

23:27

link to the full video that

23:29

we’ve done on a webinar. A few

23:30

weeks ago for simple growth as

23:31

a certified adviser and you can

23:32

invite your team members in as

23:34

well as many as you want um as

23:35

an added benefit. Here on the

23:38

live or recorded Facebook um

23:41

video here for the essay Weekly

23:43

talk show uh we’re gonna show

23:44

you one way to streamline your

23:46

vthree lead intake with

23:49

absolutely no double entry. So

23:55

first thing we wanna do is go

23:56

in to the plus icon and hit add

23:59

an account now. this is in

24:03

vthree, not vtwo and we’re

24:06

gonna go in and add a lead, not

24:08

a client and we put the name on

24:10

the invoice and I’m gonna show

24:11

you live in a second here in

24:13

service Autopilot. How this

24:14

works um and then what I’m

24:17

gonna recommend is if you

24:18

download this free form of the

24:19

marketplace and I’ll show you

24:20

how to get in there and get it

24:21

uh free of charge. We’d fill

24:22

out a. What this is um and I’ll

24:26

show you in a live version in a

24:27

second, this four is to

24:29

alleviate um any double entry

24:32

or any workflow issues, but the

24:33

idea here is we’ve created a

24:36

phone intake form that is gonna

24:37

be standardized for your

24:39

virtual assistant or your

24:41

internal office. so what should

24:42

happen to happen each and every

24:44

time and they’re hitting all

24:45

the key points of in taking a

24:47

lead. someone new coming into

24:49

your service Autopilot account

24:51

for estimates or other things

24:52

they be looking. But we would

24:54

go in and take the uh simple

24:56

growth phone intake form and

24:59

all the information at first

25:01

first name and load in and then

25:01

you can work the screen and all

25:04

a systematic way and enter in

25:06

all the information. so as

25:09

we’re going in um we’re getting

25:10

their cellphone. How did you

25:11

hear about estimate request for

25:13

special instructions in office

25:15

knows um and I’m gonna pop into

25:17

essay really quickly to show

25:19

you what this looks like live

25:20

Where to find this free uh

25:21

vthree intake. That we had

25:23

built out here so the first

25:24

thing we wanna do is I’m gonna

25:26

go into cm clients to force the

25:31

system over to the vthree um

25:36

instance, so what we would do

25:37

is go in and add account.

25:42

Right here

25:42

Right here and what the um I

25:45

guess the temptation will be at

25:47

least after working with

25:49

hundreds and hundreds of

25:50

service Autopilot users and uh

25:52

my internal office here is when

25:54

you go in and hit add an

25:55

account it is going to uh give

25:59

you the temptation to go into

26:02

the client intake and not the

26:05

lead intake because there is a

26:06

little more information in

26:07

that. let me refresh my browser

26:09

here. I think the internet hang

26:09

up on me um but basically when

26:11

we go in and do that it is

26:13

going. To uh give us the

26:17

ability to add that account and

26:19

when we add the account, we’re

26:21

gonna go to the lead area not

26:22

the account area um and this

26:24

has been sitting here all day

26:24

so I may have been logged out

26:26

of this account so let me. Hop

26:30

in here and log back in the

26:32

service Autopilot cuz I think

26:33

this is pretty important for

26:35

everybody watching this that

26:36

you’re gonna wanna be able to

26:37

see um going in and adding that

26:42

vthree uh lead and this is a

26:44

streamline workflow recommend

26:46

once again, we have a free um

26:48

form on the service Autopilot

26:51

marketplace for everybody um

26:52

when you go into the quick ad

26:55

and we add in that account and

26:56

when that account comes up,

26:59

we’re gonna go in. You’ve got

27:01

the option it defaults to

27:02

client where you’d enter in all

27:03

their information First name

27:05

Last name display name What I’m

27:06

gonna recommend Is you really

27:08

need to go to the lead intake

27:10

um and it gives you three

27:11

options here. so what I’m gonna

27:13

recommend is um potentially

27:14

going in if you want the free

27:15

uh form that we’re giving off

27:17

the marketplace to be able to

27:18

use this form to streamline

27:20

this all on one page um but the

27:22

temptation to add a client is

27:24

probably not a good move in my

27:25

opinion because we really wanna

27:26

segment our database so leads

27:28

and clients be able to have

27:29

differentiation whether they’re

27:29

in the client. Life cycle and

27:31

be able to track the conversion

27:32

from a lead to a client, so

27:34

those are things that you’re

27:35

gonna want in the reporting. So

27:36

what I’m gonna recommend is

27:37

when you go in here. We’re just

27:38

gonna grab their first name.

27:39

It’s a conversation. they call

27:40

their office and like hey my

27:42

perfect uh looks like you want

27:44

an estimate so have you ever

27:45

talked to us before? are you in

27:47

our system? Nope never talked

27:48

to you guys before so that

27:49

automatically transfers over

27:50

what we’re gonna do is just

27:53

literally fill out a form and

27:54

we’re gonna take the uh vthree

27:57

the simple growth uh full

27:59

intake form and I believe this.

28:02

One is it we just make sure cuz

28:04

we got a couple different

28:06

versions of it and I think this

28:07

is it here. So what we’re gonna

28:10

do then is take first name last

28:13

name, so we’re just gonna

28:15

continue to work that form here

28:19

and we’ve got first name last

28:21

name. Okay Missus Smith. I’m

28:23

like what’s your service

28:24

address. We’ll pull that in

28:25

okay. Perfect is the billing

28:27

address the same as a service

28:29

address. Yes, it is or no. It

28:30

isn’t. okay. How did you hear

28:31

about it? What’s your cellphone

28:33

so we’re gonna basically create

28:35

a phone intake here that you

28:36

guys could customize, but the

28:37

idea is we’re working that

28:39

phone intake and we’re standard

28:40

it for the virtual assistant or

28:42

uh your internal office and

28:43

this is gonna be tied back into

28:45

your lead. source tracking. So

28:46

that’s one thing I really love

28:48

about vthree because if you

28:49

already have a lead source,

28:51

it’s going to populate um here

28:52

so you don’t override it. but

28:54

these are things we should be

28:55

asking estimate four special

28:58

instructions office notes and

29:00

what we would do is go. In hit

29:03

next and it would populate

29:04

everything else here in the

29:06

billing address, and then we’re

29:07

we’re going to submit and once

29:09

we’ve done that and that

29:11

refreshes all the information

29:13

populates right here on the

29:15

client record um no double

29:17

entry and everything is there

29:18

so um that is one great tool

29:21

that you can uh download free

29:23

off the marketplace if you’ve

29:25

never been to the marketplace.

29:26

uh we go up here to little

29:28

Avatar and hit marketplace and

29:30

like I said. This is a free.

29:31

download from Simple growth as

29:32

a.

29:35

Adviser and uh let’s just put

29:38

in here Vthree and it should be

29:42

right here. SG phone intake

29:45

form and you go to hit view and

29:47

you can get the free download

29:49

code um so that is a great way

29:51

of tackling that here and you

29:54

can click to get the free

29:55

download code or view it and

29:58

click there to get the download

29:59

code so this is something that

30:01

uh looks like about 63 people.

30:03

I’ve already utilized got some

30:05

great feedback on that um and

30:10

if uh that is something of

30:11

interest free to streamline

30:13

your workflow. um you can also

30:14

go to vthree Tickets.com and

30:17

that will give you the

30:18

information about that free

30:19

form and how to get that off

30:20

the marketplace with the

30:22

download code So come to

30:23

questions uh feel free to drop

30:25

them down on the live or

30:27

recorded version, but um essay

30:30

weekly talk show trying to go

30:31

out and um help the essay

30:33

community through business

30:34

practice. Through interviews

30:37

and um different certified

30:39

advisers, including myself

30:40

coming out to help teach

30:41

workflow and features and

30:43

functions and service autopilot

30:44

so comment, your questions drop

30:45

them below. Otherwise, we’ll

30:47

see you again next week on the

30:49

essay. Weekly Talk show at 1 PM

30:51

eastern 12 PM Central and uh

30:55

special guest uh Barron uh in

30:59

the cleaning industry uh we had

31:00

to reschedule due to some

31:01

travel conflicts um for today,

31:02

but she will be with us next

31:04

week. so we’ll see you again as

31:05

a weekly talk show 1 PM eastern

31:06

twelve. PM Central right here

31:09

on the service Auto page page

31:11

Mike Callahan from simple

31:12

growth as a certified adviser,

31:14

uh wishing everybody a great

English (United States) – SA Weekly Talk Show: V3 Ticket Workflow

SimpleGrowth Training – Main Menu in Messenger

Video Transcript

00:00

hi guys so one of our frequently asked

00:02

question is what is the main menu

00:04

um i like to think of the main menu kind

00:06

of almost as like if you’re on a website

00:08

the menu board across the top

00:10

um so where is your main menu on your

00:12

computer if somebody or if you’re

00:14

engaging with me with a business or

00:15

someone’s engaging with your business

00:17

it’ll be on the on the computer will be

00:20

in messenger these three lines right

00:21

here

00:22

i want to show you also like if they

00:25

just pull up their messenger on the side

00:26

they’re going to see these three lines

00:28

so i’ll show you three different ways

00:30

actually that they can see these three

00:31

different lines um

00:34

okay so like let’s say they had

00:37

messenger opened up they’ll see these

00:38

three lines right here this is our main

00:40

menu

00:40

we’ll talk a little bit more in a second

00:41

what it is if they pulled up messenger

00:44

just in a box on their computer they’ll

00:45

see the three lines here

00:47

and if they’re on their phone let me

00:51

read this they’ll see the three

00:54

the three lines right here um right

00:57

there so in all three places

00:59

it’s going to look exactly the same and

01:00

they’re all going to be in the same

01:02

place

01:03

um let me just pull this back here okay

01:05

so what is the main menus like i said

01:07

it’s kind of like a menu bar across your

01:08

computer

01:09

i feel like it’s kind of like tour guide

01:11

to like when people are coming into your

01:13

bot

01:13

it’s kind of like three quick ways how

01:16

can we help

01:17

and so for example like in our messenger

01:19

chats we build out get a quote because

01:20

of course that’s the

01:21

main reason people come in we have asked

01:24

a question but the third one we have is

01:26

service we provide because that’s a

01:27

little bit more encompassing

01:29

and i’ll take them to our gallery which

01:32

is really

01:33

um again a mini website so let’s take a

01:35

look here what it looks like

01:37

um so if they came into your messenger

01:39

we’re going to go through the mobile

01:41

version just to look at it they came

01:43

into your messenger and they clicked

01:44

these three buttons so they’re going to

01:45

see

01:46

this along the bottom which again

01:48

completely exactly duplicates the three

01:50

right here

01:51

and then we’re going to let’s say that

01:54

they would choose like for example in

01:56

your services we provide

01:58

so this is going to be kind of that mini

01:59

gallery

02:01

and i’ll show you what it looks like

02:02

more here and i want the one thing i

02:08

want to show you is like when you click

02:10

on these buttons

02:11

like it’s across all platforms that

02:12

they’re in so if they were

02:14

on your website and or in your facebook

02:16

and they clicked into your messenger

02:17

they go to their phone it’s going to be

02:18

the same

02:20

see it’s kind of like a gallery of

02:21

services you provide

02:23

your social platforms um more social

02:26

platforms you could have a link to your

02:27

website faqs

02:29

you could have linked to testimonials

02:31

that’s really kind of an

02:32

all-encompassing place for people to be

02:35

um

02:36

if you do or having an estimator in your

02:38

bot you know they can just

02:39

do their quote right here again right

02:42

off your main menu so it makes life easy

02:44

um same on here they could just come

02:47

into your

02:48

on their on their phone and they could

02:49

you get a quote and again like our

02:52

our chats are built and to be mobile

02:54

first

02:55

that that’s where they’re going to get

02:56

the easiest best experience because

02:58

that’s where most people are engaging

03:01

again see how you’re getting

03:02

notifications right from manychat right

03:04

on your phone

03:04

when somebody’s in your chatbot um and

03:07

so

03:08

i did ask a question on that one but if

03:11

i would do

03:11

like get a quote it’s gonna pull up here

03:14

or just get a quote maybe i didn’t push

03:16

get a quote i did not so let’s do it

03:18

over here

03:20

so we ask what service do you want to

03:22

get a quote on

03:23

again if you were for cleaning we would

03:25

just start right into the cleaning there

03:27

so you could put any services that you

03:29

want so really the value though you can

03:31

see it really is a quick synopsis to get

03:33

people in your bot

03:34

into the right places they want to be um

03:36

again you’re

03:37

you’re trying to build an experience

03:38

that’s user most user friendly

03:41

whatever they want to engage with you

03:42

want to be able to provide that to them

03:43

quickly

03:44

um and again it’s a class all platform

03:46

so that’s your main menu

03:48

um or yeah your main me your main menu

03:52

right here there’s a draw delay between

03:55

general messages which we’re going to

03:56

talk about at a later date that’s your

03:57

main menu

03:58

thanks guys

SimpleGrowth Chat – Using Snippets

Video Transcript

01:47

and you can um contact you know without having to repeat the

01:14

but like I have that typing all those words out. I always mess

02:24

have a great day.

02:12

think what we really find your customers like is it brings um.

02:06

you need to share that snippet and everyone has that same

00:26

really helps eliminate that um problem and you can totally

01:35

there. How can I help you send it off? So the great thing is

02:08

snippet. So it’s a really valuable too that way. um I

00:41

So it’s called a snippets and what we do is we have we can

01:07

you have to do and this is mobile and on your computer. I

01:51

same thing over and over you can send it across platforms.

02:21

need to be personal and do it as quick as possible. Thanks

01:43

totally customizable for you so you can do it in your language

02:03

the same questions, but it’s going out to different people.

02:01

know your sales people are in the office and you kinda get

00:17

have to like try to read the cute little letters that you

01:58

share it with other people on your team. So if multiple you

01:28

you’re not always ready? So I think if you send out this help

00:59

click this button and be like Hey Jennifer our hours are or

00:53

example if you go to me hours and help so like let’s say

01:54

you can start in the web. you can start in a mobile. you can

01:31

messages you like you know you’re answering it right away

00:05

love because it brings personal conversation but efficiency so

02:17

It gives you the ability to hop on a conversation um when you

01:39

about this tool is like three or four great things. It’s

01:25

send this like if your butt would say how can I help you

01:22

you. they wanna help you know and the thing is that when you

01:18

  1. so just have the snippet set up. You know somebody ask

00:51

have these hours and help I just set up to to give you an

01:04

let’s say that you keep getting the same question over and all

01:12

think it is even more helpful because I don’t know about you.

00:45

help you set up snippets and these snippets. you know you go

00:57

somebody ask you over and over what are your hours you just

00:48

through any conversation like if I go to Aidan. He’s gonna

00:31

custom. To whatever you have as many as you want, so let me

00:23

over and over, we have a tool in our simple girls chat that

00:20

keyword for or you have to just write the same thing over and

00:14

over and over and you have to either keywords that made you

00:34

show you.

00:01

Hey guys. Okay. Simple Girls chat has a tool that I just

00:09

what is it is our snippets And so if you’re having a, you know

00:12

you get the same questions over and over and over and over and

Callahan’s Corner: How To Create Job Costing Reports In Service Autopilot w/ Start & Stop Times

Video Transcript

00:03
Welcome back to Callahan’s
00:04
Welcome back to Callahan’s corner, where you ask
00:05
corner, where you ask questions, we answered live
00:07
questions, we answered live right here on Facebook. So what
00:08
right here on Facebook. So what are the questions that was
00:10
are the questions that was submitted today in the service?
00:12
submitted today in the service? Autopilot users group um I’m
00:13
Autopilot users group um I’m gonna read right off my phone
00:16
gonna read right off my phone here and uh take a look at it
00:17
here and uh take a look at it here so bear with me one second
00:22
here so bear with me one second and it is.
00:27
Um she is uh cathy’s looking I
00:30
Um she is uh cathy’s looking I wanna undertake an analysis of
00:31
wanna undertake an analysis of our stop times by service and I
00:34
our stop times by service and I can’t seem anywhere that
00:35
can’t seem anywhere that provides the ability to show
00:37
provides the ability to show the actual start and end dates
00:38
the actual start and end dates for of the jobs or actual
00:40
for of the jobs or actual duration for the service by
00:41
duration for the service by team. How can I access this
00:43
team. How can I access this data? Well great question uh
00:46
data? Well great question uh Kathy going back and forth. Um
00:47
Kathy going back and forth. Um I wanted to actually go out and
00:49
I wanted to actually go out and get a little more detail in
00:50
get a little more detail in that. so one of the other
00:51
that. so one of the other things that Cathy was looking
00:52
things that Cathy was looking at is um that she did not it
00:55
at is um that she did not it seemed like she did not wanna
00:56
seemed like she did not wanna take the data from inside
00:57
take the data from inside service Autopilot it exported
00:59
service Autopilot it exported into uh an excel sheet and do.
01:02
into uh an excel sheet and do. Data so uh as we’re looking at
01:03
Data so uh as we’re looking at service Autopilot um and one of
01:06
service Autopilot um and one of the recent updates and I would
01:07
the recent updates and I would say the last twelve to 18
01:08
say the last twelve to 18 months their new report center
01:10
months their new report center um has added on to the uh
01:12
um has added on to the uh original report center. So I’m
01:14
original report center. So I’m gonna dive in and show you the
01:15
gonna dive in and show you the original report Center, the New
01:17
original report Center, the New Report center and then dive
01:19
Report center and then dive into Cathy’s question. How do
01:20
into Cathy’s question. How do we go in and create a job
01:22
we go in and create a job costing analysis or job costing
01:25
costing analysis or job costing protein per service? uh for
01:27
protein per service? uh for probably the whole year with
01:28
probably the whole year with the start and stop time. So
01:29
the start and stop time. So before we do that, I’m gonna
01:29
before we do that, I’m gonna open up the screen here. As we
01:33
open up the screen here. As we always do with Callahan’s
01:34
always do with Callahan’s corner and um dive into this
01:36
corner and um dive into this here so bear with me and we are
01:38
here so bear with me and we are gonna share out the screen and
01:42
gonna share out the screen and if you have a comment or
01:43
if you have a comment or questions on the uh recorded
01:46
questions on the uh recorded version or um the live version
01:48
version or um the live version feel free to answer that if
01:49
feel free to answer that if Cathy, if you happen to be on
01:50
Cathy, if you happen to be on this uh live version. if you
01:52
this uh live version. if you wanna type any comments and I’m
01:53
wanna type any comments and I’m happy to answer them as we go
01:55
happy to answer them as we go so first thing I wanna take a
01:56
so first thing I wanna take a look at here is the
01:58
look at here is the foundational workflow. So the
01:59
foundational workflow. So the thing we’re looking at here is
02:01
thing we’re looking at here is called the closeout day screen.
02:03
called the closeout day screen. Um and this can be found on
02:04
Um and this can be found on your scheduling dispatch jobs
02:06
your scheduling dispatch jobs so basically in a workflow
02:09
so basically in a workflow model, uh the dispatcher gets
02:11
model, uh the dispatcher gets all the jobs ready to go. uh we
02:14
all the jobs ready to go. uh we order them and have a crew
02:16
order them and have a crew assigned. then we dispatch and
02:17
assigned. then we dispatch and the guys and girls are out in
02:19
the guys and girls are out in the field hopefully using the
02:20
the field hopefully using the mobile app either the team app
02:21
mobile app either the team app at the legacy app. I’m gonna
02:22
at the legacy app. I’m gonna personally recommend the legacy
02:23
personally recommend the legacy app uh to what we use in my
02:25
app uh to what we use in my company for quite a few years
02:27
company for quite a few years but more than quite a few um
02:29
but more than quite a few um and what we’re gonna do is have
02:31
and what we’re gonna do is have them clock in and out of the
02:33
them clock in and out of the start and and stop time for
02:34
start and and stop time for drive time. That’s gonna give
02:36
drive time. That’s gonna give them GPS directions to the job.
02:37
them GPS directions to the job. Then we’re gonna go. In and
02:40
Then we’re gonna go. In and clock in and out of each job
02:42
clock in and out of each job that is the first part, then
02:44
that is the first part, then when those jobs are done,
02:45
when those jobs are done, hopefully through the mobile,
02:47
hopefully through the mobile, if not um on a hard copy paper,
02:48
if not um on a hard copy paper, somebody in the office is gonna
02:51
somebody in the office is gonna be typing in the start and stop
02:52
be typing in the start and stop time. So this is the actual
02:55
time. So this is the actual time when they’re on the job
02:56
time when they’re on the job clocking in out of the job. In
02:58
clocking in out of the job. In addition, if they clock in and
02:59
addition, if they clock in and out of drive time and we go
03:03
out of drive time and we go into the employee record and
03:04
into the employee record and set up their labor with labor
03:06
set up their labor with labor burden. uh we’ll see on one of
03:08
burden. uh we’ll see on one of the reports where it actually
03:09
the reports where it actually shows you the labor cost with
03:11
shows you the labor cost with labor burden for the non
03:12
labor burden for the non billable drive. And then it
03:14
billable drive. And then it shows a separate cost effect
03:17
shows a separate cost effect for during the actual job. So
03:18
for during the actual job. So this is actually very important
03:19
this is actually very important to take a look at for your job
03:21
to take a look at for your job costing an analysis of these
03:22
costing an analysis of these jobs so we may be extremely
03:25
jobs so we may be extremely profitable on site, but we’re
03:26
profitable on site, but we’re losing our shirt because our
03:29
losing our shirt because our mobilization so what we’re
03:30
mobilization so what we’re gonna do here. First thing is
03:31
gonna do here. First thing is um I probably said it once
03:32
um I probably said it once already, but I’m gonna say it
03:33
already, but I’m gonna say it again cuz it’s very important
03:35
again cuz it’s very important in my opinion is close out day
03:37
in my opinion is close out day is the most important screen in
03:38
is the most important screen in all service Autopilot hands
03:40
all service Autopilot hands down in my opinion, um this
03:41
down in my opinion, um this even Trump’s automation.
03:43
even Trump’s automation. Everything else that we do
03:44
Everything else that we do reason being uh is this the
03:46
reason being uh is this the last time a physical person can
03:48
last time a physical person can review the start and stop times
03:51
review the start and stop times for your job costing and
03:52
for your job costing and raising your prices. Uh if
03:54
raising your prices. Uh if you’re running payroll, this is
03:55
you’re running payroll, this is the last time that you could do
03:56
the last time that you could do payroll based on the start stop
03:57
payroll based on the start stop times if you’re doing a piece
03:59
times if you’re doing a piece rate or pay for performance and
04:02
rate or pay for performance and the last thing is we wanna make
04:04
the last thing is we wanna make sure that we have budgeted time
04:06
sure that we have budgeted time and a price down the line here
04:08
and a price down the line here cuz if we don’t uh we can miss
04:11
cuz if we don’t uh we can miss a billing so as a certified
04:12
a billing so as a certified adviser, we go into several
04:13
adviser, we go into several hundred uh service Autopilot
04:14
hundred uh service Autopilot account. A year um and at this
04:19
account. A year um and at this point, probably every every
04:19
point, probably every every other month we go into several
04:21
other month we go into several hundred accounts. um you would
04:22
hundred accounts. um you would be shocked to the amount of
04:23
be shocked to the amount of businesses that don’t have a
04:24
businesses that don’t have a price for some of their
04:25
price for some of their services and they’re not
04:26
services and they’re not building them out. They’re
04:27
building them out. They’re missing revenue so um the last
04:30
missing revenue so um the last thing I wanna do is make sure
04:31
thing I wanna do is make sure we have good data before we go
04:33
we have good data before we go into this report is the start
04:34
into this report is the start and stop sign Do do they make
04:36
and stop sign Do do they make sense are they on over a
04:37
sense are they on over a minute? um do they line up from
04:40
minute? um do they line up from ten to twelve one to one 4511
04:42
ten to twelve one to one 4511 to 33? Um I’m not seeing any
04:44
to 33? Um I’m not seeing any overlap I got. Nine to 925 and
04:47
overlap I got. Nine to 925 and two to 230, it looks visually
04:49
two to 230, it looks visually each day I wanna sweep through
04:52
each day I wanna sweep through that and look at that um and
04:53
that and look at that um and then job times very when you
04:55
then job times very when you look at that clock, you can
04:57
look at that clock, you can actually see the resource and
04:58
actually see the resource and if there are times were
04:59
if there are times were different or if there was some
05:01
different or if there was some issues here um that 1 AM to 1
05:03
issues here um that 1 AM to 1 AM. Obviously an errors this is
05:05
AM. Obviously an errors this is where you wanna go back to your
05:06
where you wanna go back to your GPS or take a look at in change
05:08
GPS or take a look at in change these times before we actually
05:09
these times before we actually finish these jobs out other
05:12
finish these jobs out other things for best practice while
05:13
things for best practice while we’re here is under columns,
05:13
we’re here is under columns, I’m. Suggest we go into
05:16
I’m. Suggest we go into variances and I wanna go into
05:20
variances and I wanna go into actual hours so if you have
05:23
actual hours so if you have more than a one person crew,
05:24
more than a one person crew, the actual hours is gonna give
05:26
the actual hours is gonna give you the budget first actual not
05:28
you the budget first actual not the hours times two three or
05:31
the hours times two three or four guys or girls um and now
05:32
four guys or girls um and now we’ve got our budget hours at
05:34
we’ve got our budget hours at 7.6 in our actual 7.9. so we
05:37
7.6 in our actual 7.9. so we were .3 hours over budget in
05:40
were .3 hours over budget in this scenario. so this is the
05:41
this scenario. so this is the foundational information that
05:43
foundational information that we need in my opinion to be
05:44
we need in my opinion to be successful. Go to the report
05:46
successful. Go to the report that Kathy asked about so now
05:48
that Kathy asked about so now we’re gonna be going into the
05:50
we’re gonna be going into the report center right here and
05:52
report center right here and pulling this up and this is
05:53
pulling this up and this is gonna go in and give us the
05:55
gonna go in and give us the ability to go in and grab um
05:57
ability to go in and grab um some reports. So I’ve preloaded
05:59
some reports. So I’ve preloaded a report that I wanna go into
06:01
a report that I wanna go into here um and this is the simple
06:03
here um and this is the simple growth job costing report. So
06:05
growth job costing report. So this is a question. I think
06:06
this is a question. I think that was asked on Callahan’s
06:08
that was asked on Callahan’s corner specifically that well,
06:10
corner specifically that well, I’ve gotta pull this all out
06:12
I’ve gotta pull this all out and excel and do some
06:14
and excel and do some additional data entry or data
06:15
additional data entry or data scraping uh well, you really
06:16
scraping uh well, you really don’t. So what we’ve got here
06:19
don’t. So what we’ve got here is it got our assigned
06:20
is it got our assigned resource. We’ve got the date
06:21
resource. We’ve got the date The service address the service
06:23
The service address the service name and the budget at our
06:25
name and the budget at our we’ve gone and created some uh
06:27
we’ve gone and created some uh logic in here to check the
06:29
logic in here to check the budgeted hours. so if there’s
06:30
budgeted hours. so if there’s no clock in or clock out time,
06:31
no clock in or clock out time, we check the budget at hours.
06:33
we check the budget at hours. We check check the actual hours
06:35
We check check the actual hours cuz are correspondent with the
06:36
cuz are correspondent with the budgeted hours. We’re gonna
06:37
budgeted hours. We’re gonna check the actual revenue so
06:39
check the actual revenue so we’re not charging anything we
06:40
we’re not charging anything we need to check that as well um
06:42
need to check that as well um and this is also here so
06:43
and this is also here so anything in this custom report
06:45
anything in this custom report that I build basically goes in.
06:47
that I build basically goes in. Checks the data um so if you
06:49
Checks the data um so if you look at this account here um
06:53
look at this account here um the team clocked in from 1:49
06:56
the team clocked in from 1:49 PM to 2:49 PM The assigned
06:59
PM to 2:49 PM The assigned resource was just Chad. That
07:01
resource was just Chad. That was a one person team or um
07:03
was a one person team or um down here. One is a crew for a
07:06
down here. One is a crew for a lawn mowing um example,
07:08
lawn mowing um example, Patricia State obviously um
07:09
Patricia State obviously um we’ve got clock in and clock
07:11
we’ve got clock in and clock out for these two job that no
07:12
out for these two job that no clock in and clock out for the
07:14
clock in and clock out for the third job. So this report the
07:15
third job. So this report the way it’s built out checks out
07:16
way it’s built out checks out these data points for you now
07:17
these data points for you now as we scroll. To the uh right,
07:22
as we scroll. To the uh right, we have labor cost and drive
07:23
we have labor cost and drive time effect you’ll notice in
07:25
time effect you’ll notice in this test account. There’s a
07:26
this test account. There’s a lot of zeros in here but on
07:28
lot of zeros in here but on this account, we had a labor
07:29
this account, we had a labor cost the fact that no drive
07:31
cost the fact that no drive time cost effect so this crew
07:33
time cost effect so this crew didn’t clock in and out of
07:34
didn’t clock in and out of drive ten. That’s why we’re
07:35
drive ten. That’s why we’re missing that data. so we’re
07:37
missing that data. so we’re gonna scroll down and see if we
07:37
gonna scroll down and see if we have any examples here. So I’ve
07:39
have any examples here. So I’ve got this one here um on 720
07:43
got this one here um on 720 where I’ve got um the budget
07:47
where I’ve got um the budget dollars.
07:50
So my goal is $55 per hour. My
07:53
So my goal is $55 per hour. My labor cost effect for uh on
07:56
labor cost effect for uh on site was 286 and then my drive
07:58
site was 286 and then my drive time cost effects. So that’s
08:00
time cost effects. So that’s based on clocking in and out of
08:02
based on clocking in and out of the mobile. So if you’re
08:03
the mobile. So if you’re wondering why in this test
08:04
wondering why in this test account, there’s zeros in some
08:06
account, there’s zeros in some of these um that’s because
08:07
of these um that’s because there was no data in to have no
08:09
there was no data in to have no data out. So if you’re watching
08:10
data out. So if you’re watching this live recorded what you
08:12
this live recorded what you really wanna do is be able to
08:13
really wanna do is be able to go in and go under teams
08:16
go in and go under teams employees and set that up.
08:18
employees and set that up. Gonna take a quick look at my
08:20
Gonna take a quick look at my tusk Callahan account our
08:22
tusk Callahan account our employee. I’m sorry and once we
08:24
employee. I’m sorry and once we get to the top, we’re gonna hit
08:25
get to the top, we’re gonna hit edit and then we’re gonna go in
08:27
edit and then we’re gonna go in and and under the costing
08:29
and and under the costing payroll tab even if you’re not
08:30
payroll tab even if you’re not running payroll and service
08:32
running payroll and service autopilot. um this is a data
08:33
autopilot. um this is a data point that the reports are um
08:36
point that the reports are um running off of so you want to
08:38
running off of so you want to be able to uh go in and edit
08:41
be able to uh go in and edit that and add your labor with
08:44
that and add your labor with labor burdens. your labor
08:46
labor burdens. your labor burden is gonna be certain
08:46
burden is gonna be certain things such as. Workman’s comp
08:49
things such as. Workman’s comp unemployment, holiday pay um
08:50
unemployment, holiday pay um and a handful of other things,
08:52
and a handful of other things, so what you wanna do is if you
08:54
so what you wanna do is if you don’t know what that is um for
08:56
don’t know what that is um for your employee, you wanna go in
08:58
your employee, you wanna go in and get your labor burden and
09:00
and get your labor burden and then that labor burden is a
09:02
then that labor burden is a percentage of the dollar and
09:04
percentage of the dollar and that’s gonna be multiplied by
09:07
that’s gonna be multiplied by um their hourly rates. So on
09:09
um their hourly rates. So on the left hand side of the
09:11
the left hand side of the screen, we’re gonna have the
09:11
screen, we’re gonna have the hourly rate of say like fifteen
09:13
hourly rate of say like fifteen bucks and then the labor uh or
09:15
bucks and then the labor uh or the hourly wage. And the um
09:20
the hourly wage. And the um overtime wage time and would be
09:21
overtime wage time and would be multiplied by your labored
09:22
multiplied by your labored birds at sixteen or fifteen
09:24
birds at sixteen or fifteen bucks. it probably equate to be
09:25
bucks. it probably equate to be around twenty bucks so uh
09:27
around twenty bucks so uh kiddos are here are crushing
09:29
kiddos are here are crushing the internet um in the
09:30
the internet um in the neighborhood here so hopefully
09:31
neighborhood here so hopefully this is still live here and
09:32
this is still live here and I’ll try to come back to that
09:33
I’ll try to come back to that in a minute, but the idea is
09:34
in a minute, but the idea is when you have those data points
09:36
when you have those data points under job costing payroll and
09:37
under job costing payroll and those numbers come up now. The
09:39
those numbers come up now. The last thing is we put a desired
09:41
last thing is we put a desired fifty-five bucks per hour and
09:42
fifty-five bucks per hour and obviously you can go all the
09:43
obviously you can go all the way out to have thirty stops
09:45
way out to have thirty stops here for the whole entire
09:45
here for the whole entire season. On this client um but
09:51
season. On this client um but basically what you have here is
09:52
basically what you have here is it based at Fifty-five Bucks an
09:54
it based at Fifty-five Bucks an hour if my dollar per hour
09:57
hour if my dollar per hour revenue generation was lower
09:59
revenue generation was lower than fifty-five this sheet here
10:01
than fifty-five this sheet here tells you you need to raise
10:02
tells you you need to raise your price X amount of dollars
10:04
your price X amount of dollars on average per visit. so all
10:06
on average per visit. so all these ones here fictitious hit
10:08
these ones here fictitious hit their hourly goal. now.
10:09
their hourly goal. now. obviously this one has some bad
10:11
obviously this one has some bad data, but if this was a
10:12
data, but if this was a one-time say uh landscaping
10:15
one-time say uh landscaping job, it’s basically saying the
10:16
job, it’s basically saying the first two jobs here. All the
10:19
first two jobs here. All the three hit their threshold goal,
10:23
three hit their threshold goal, but this one here did not and
10:25
but this one here did not and we needed to raise the price by
10:28
we needed to raise the price by seventy-three or it was off on
10:30
seventy-three or it was off on average, we needed to raise
10:31
average, we needed to raise that by $2400 so the idea in a
10:35
that by $2400 so the idea in a basic example, and I’m not
10:36
basic example, and I’m not saying you need to go to excel
10:37
saying you need to go to excel to do this this but make it a
10:38
to do this this but make it a easier comparison is what the.
10:48
Customer and take the actual
10:51
Customer and take the actual revenue totals. That’s where
10:52
revenue totals. That’s where we’re charging per visit lawn
10:52
we’re charging per visit lawn care home clean pest control
10:54
care home clean pest control doesn’t matter, and this is our
10:56
doesn’t matter, and this is our actual revenue per dollar Man,
10:58
actual revenue per dollar Man, 54 and six, so those are the
10:59
54 and six, so those are the start and stop times on the
11:01
start and stop times on the closeout day. So that’s why
11:02
closeout day. So that’s why it’s very important, have good
11:04
it’s very important, have good day and day out now inside
11:06
day and day out now inside Service Autopilot Report
11:07
Service Autopilot Report Center. We’re doing all this
11:08
Center. We’re doing all this here with the averages so on
11:10
here with the averages so on average here we’re making
11:14
average here we’re making $57.30. So if just like in the
11:15
$57.30. So if just like in the service Autopilot sheet we.
11:18
service Autopilot sheet we. Sixty we’re about $2.70 below
11:21
Sixty we’re about $2.70 below our hourly goal with the sheet
11:24
our hourly goal with the sheet says here is we need to raise
11:25
says here is we need to raise our price by $2.56 per visit on
11:29
our price by $2.56 per visit on average to hit a $60 an hour
11:31
average to hit a $60 an hour goal. That’s exactly what this
11:33
goal. That’s exactly what this she is doing, We’re saying what
11:35
she is doing, We’re saying what the average increase was so
11:36
the average increase was so none of these prices need to be
11:37
none of these prices need to be raised at Fifty-five Bucks an
11:39
raised at Fifty-five Bucks an hour uh and then the other one
11:41
hour uh and then the other one need to be raised a few bucks
11:43
need to be raised a few bucks here um now, obviously there’s
11:44
here um now, obviously there’s some bad dating here but you
11:45
some bad dating here but you get the idea. This will tell
11:46
get the idea. This will tell you how much you need to raise
11:47
you how much you need to raise your prices if you’re not
11:48
your prices if you’re not hitting your hourly goals, Save
11:50
hitting your hourly goals, Save Fifty-five Bucks and now uh
11:51
Fifty-five Bucks and now uh show you this example. Here um
11:53
show you this example. Here um and this can take all thirty or
11:55
and this can take all thirty or forty stops the whole entire
11:56
forty stops the whole entire year for you. so I’m gonna try
11:57
year for you. so I’m gonna try to go back in really quickly
12:00
to go back in really quickly and just show you um in the
12:03
and just show you um in the report center If you don’t
12:04
report center If you don’t wanna create your own analysis
12:06
wanna create your own analysis to do this, there are some
12:07
to do this, there are some reports you can export to excel
12:10
reports you can export to excel and stick into a sheet like
12:12
and stick into a sheet like this um so this is the what
12:15
this um so this is the what you’re seeing in the original
12:16
you’re seeing in the original form is the simple growth um KP
12:19
form is the simple growth um KP and accountability package. so
12:20
and accountability package. so we do a daily and weekly
12:22
we do a daily and weekly analysis of every job you’ve
12:24
analysis of every job you’ve done and then we do in July.
12:26
done and then we do in July. And at the end of the year, we
12:27
And at the end of the year, we do a job cost report to let you
12:30
do a job cost report to let you know how much you have to raise
12:32
know how much you have to raise those prices on each individual
12:33
those prices on each individual account with no motion to hit
12:35
account with no motion to hit your hourly goal going to say
12:37
your hourly goal going to say Twenty-one. Now this little
12:38
Twenty-one. Now this little toaster icon. Here is a great
12:40
toaster icon. Here is a great little resource here for you
12:41
little resource here for you because if you don’t wanna
12:42
because if you don’t wanna build your own reports, essays
12:44
build your own reports, essays done that for you so uh the
12:46
done that for you so uh the similar report that we’re
12:47
similar report that we’re looking at is the job costing
12:50
looking at is the job costing report um and we go in there
12:52
report um and we go in there and we plug in some data and it
12:55
and we plug in some data and it will uh narrow that down for
12:57
will uh narrow that down for you based on the service or
12:58
you based on the service or team um or time frames. there’s
13:00
team um or time frames. there’s a couple different things we
13:01
a couple different things we can. Dial into that so that’s
13:04
can. Dial into that so that’s gonna be uh your friend here as
13:05
gonna be uh your friend here as well so start ending um for job
13:08
well so start ending um for job cost report and a job cost
13:10
cost report and a job cost summary. Um is the identical
13:12
summary. Um is the identical report uh when you export it
13:14
report uh when you export it that comes out in this sheet
13:16
that comes out in this sheet here so um I mean we can go in
13:19
here so um I mean we can go in by resource and service just
13:20
by resource and service just like Cathy ask but this one
13:22
like Cathy ask but this one here would have to be exported
13:23
here would have to be exported to sell and write your own
13:25
to sell and write your own formula. I recommend making it
13:26
formula. I recommend making it an essay uh like we did with
13:28
an essay uh like we did with our K report and putting some
13:29
our K report and putting some logic in there to check the
13:30
logic in there to check the data so. Can kinda scrub and
13:33
data so. Can kinda scrub and clean up that data for you um
13:34
clean up that data for you um on a daily weekly basis, so you
13:36
on a daily weekly basis, so you don’t have to get to the end of
13:37
don’t have to get to the end of the year and have an issue of
13:38
the year and have an issue of uh bad data and you have to
13:39
uh bad data and you have to delete or manipulate some of
13:40
delete or manipulate some of that data um in the in the in
13:43
that data um in the in the in the past, not well, you should
13:45
the past, not well, you should be doing it in the present so
13:46
be doing it in the present so um hopefully Cathy that helps.
13:49
um hopefully Cathy that helps. but that is how we tackle that
13:50
but that is how we tackle that uh in service Autopilot to get
13:52
uh in service Autopilot to get that granular once again,
13:53
that granular once again, really make sure we’ve got good
13:55
really make sure we’ve got good data. a good data in the close
13:56
data. a good data in the close out day we go into the report
13:58
out day we go into the report center and we go out and uh
14:01
center and we go out and uh build an analysis and that
14:02
build an analysis and that analysis is the foundational
14:04
analysis is the foundational data table that can be built
14:06
data table that can be built into a report. Um if anybody
14:09
into a report. Um if anybody has any questions about this,
14:10
has any questions about this, please drop a message or if
14:11
please drop a message or if you’re interested in um how to
14:13
you’re interested in um how to do this uh with a little help
14:14
do this uh with a little help from simple growth for our KP
14:16
from simple growth for our KP and accountability package that
14:17
and accountability package that tracks your daily your weekly
14:19
tracks your daily your weekly um actual versus budget for all
14:21
um actual versus budget for all your crews and then uh at least
14:23
your crews and then uh at least twice a year we run that job
14:25
twice a year we run that job costing for you automatically
14:26
costing for you automatically to show you where you need to
14:28
to show you where you need to raise your prices with no
14:29
raise your prices with no emotions. so uh hopefully that
14:30
emotions. so uh hopefully that was helpful Callahan’s corner.
14:32
was helpful Callahan’s corner. You ask the questions we answer
14:33
You ask the questions we answer live right here on Facebook.
14:33
live right here on Facebook. We’ll see you again tomorrow
14:35
We’ll see you again tomorrow with another pre submitted

Day 2: Welcome Message

Video Transcript

00:03
Hey guys do over I call 8
00:06
Hey guys do over I call 8 minutes with the blue screen
00:08
minutes with the blue screen great. Alright so important
00:11
great. Alright so important that I’m gonna do it again. Um
00:12
that I’m gonna do it again. Um we’re on day two of creating
00:14
we’re on day two of creating your chatbot so you can be part
00:16
your chatbot so you can be part of the Omni Chat Marketing
00:18
of the Omni Chat Marketing Revolution and that um that
00:20
Revolution and that um that leave behind people who wanna
00:22
leave behind people who wanna communicate with you in
00:23
communicate with you in messenger and your chatbot So
00:26
messenger and your chatbot So yesterday we talked about the
00:27
yesterday we talked about the general message. I like to
00:30
general message. I like to think of the general messages
00:31
think of the general messages kind of the doorbell um at your
00:32
kind of the doorbell um at your house, you know. They know
00:34
house, you know. They know they’re in the right place.
00:35
they’re in the right place. They come over here and we look
00:37
They come over here and we look at our general message We did
00:39
at our general message We did settings general message they
00:41
settings general message they we told them you know that
00:43
we told them you know that they’re at the right place how
00:44
they’re at the right place how we can help them. Most
00:46
we can help them. Most importantly, we tell them to
00:47
importantly, we tell them to get get started. It’s like
00:48
get get started. It’s like ringing the doorbell Okay
00:50
ringing the doorbell Okay today. We’re gonna talk about
00:51
today. We’re gonna talk about the welcome message so once
00:52
the welcome message so once they’re in the doorbell,
00:53
they’re in the doorbell, they’re in how are we gonna
00:56
they’re in how are we gonna welcome them and we’re gonna
00:57
welcome them and we’re gonna someone when they come in. We
00:58
someone when they come in. We want like imagine they’re
00:59
want like imagine they’re coming into a store. You know
01:00
coming into a store. You know you’re welcome to the store
01:03
you’re welcome to the store friendly and then you kinda
01:03
friendly and then you kinda give me up. Of what can happen
01:06
give me up. Of what can happen so to do our welcome message,
01:10
so to do our welcome message, you’re gonna go to settings
01:12
you’re gonna go to settings you’re gonna click on messenger
01:13
you’re gonna click on messenger and then you’re gonna click on
01:16
and then you’re gonna click on the welcome message So again.
01:17
the welcome message So again. the difference is the general
01:18
the difference is the general message is kind of a doorbell.
01:20
message is kind of a doorbell. a welcome message messages once
01:22
a welcome message messages once they’re in um the key with the
01:24
they’re in um the key with the welcome message is that we kind
01:26
welcome message is that we kind of wanna anticipate the main
01:28
of wanna anticipate the main reasons that they’re coming in.
01:29
reasons that they’re coming in. So let’s say we’re gonna
01:30
So let’s say we’re gonna anticipate that they came in.
01:32
anticipate that they came in. They either have a question
01:33
They either have a question that they wanna get a quote. Or
01:35
that they wanna get a quote. Or maybe they wanna call you um so
01:37
maybe they wanna call you um so how do we set this message up
01:39
how do we set this message up When you first? download your
01:40
When you first? download your money, you’re gonna have a
01:41
money, you’re gonna have a general welcome message and
01:43
general welcome message and then you’re gonna wanna edit
01:44
then you’re gonna wanna edit it. so with this kind of
01:47
it. so with this kind of recreate this to show you how
01:49
recreate this to show you how to do it so this first box will
01:51
to do it so this first box will be the first thing they see
01:52
be the first thing they see here. you wanna add a picture
01:55
here. you wanna add a picture so down here on the bottom is
01:57
so down here on the bottom is like all the things that we can
01:58
like all the things that we can add to our messages and so this
02:00
add to our messages and so this image here you can click on
02:03
image here you can click on this. you’ll get an image now.
02:04
this. you’ll get an image now. What? Don’t want it like I’ll
02:06
What? Don’t want it like I’ll show you so we’re gonna upload
02:08
show you so we’re gonna upload an image.
02:12
Let’s say we’re gonna use we’re
02:13
Let’s say we’re gonna use we’re gonna use this line this one
02:15
gonna use this line this one again. Let’s say I just upload
02:18
again. Let’s say I just upload this image. What you see here
02:21
this image. What you see here is this image is not gonna be
02:23
is this image is not gonna be in the right location cuz it’s
02:24
in the right location cuz it’s below like if I preview this
02:26
below like if I preview this right here. I’ll show you where
02:29
right here. I’ll show you where it shows up and this is a good
02:31
it shows up and this is a good way when you’re editing your
02:32
way when you’re editing your message to preview you can
02:33
message to preview you can always look and see how it’s
02:35
always look and see how it’s coming across. so I’m gonna
02:37
coming across. so I’m gonna preview them and let’s see how
02:40
preview them and let’s see how it looks here. No, I can’t I’ll
02:44
it looks here. No, I can’t I’ll lose my blue screen screen. I
02:46
lose my blue screen screen. I anyways what’s gonna happen
02:49
anyways what’s gonna happen when we’re doing this is that
02:50
when we’re doing this is that the image is gonna be below the
02:51
the image is gonna be below the picture. So we’re gonna drag
02:54
picture. So we’re gonna drag this image above so on the side
02:56
this image above so on the side when you on any text box or you
02:58
when you on any text box or you can delete this one you could
03:00
can delete this one you could duplicate it or you can move it
03:02
duplicate it or you can move it and so we just moved our
03:04
and so we just moved our picture up here and that we’re
03:07
picture up here and that we’re gonna welcome so to create this
03:09
gonna welcome so to create this welcome message again. We’re
03:11
welcome message again. We’re gonna cut it in a friendly
03:13
gonna cut it in a friendly charms high, you wanna the buns
03:17
charms high, you wanna the buns here put your first name and
03:20
here put your first name and then you know just you can put
03:23
then you know just you can put your business name you don’t
03:25
your business name you don’t even have to cuz they were so I
03:27
even have to cuz they were so I think right now. I’m not gonna
03:28
think right now. I’m not gonna include our business name
03:29
include our business name again, but what you could you
03:31
again, but what you could you could do kind of emphasize
03:33
could do kind of emphasize again who you are professional
03:35
again who you are professional and cares our passion, your
03:38
and cares our passion, your tagline or whatever um the. You
03:41
tagline or whatever um the. You can you can use up to 595 words
03:43
can you can use up to 595 words here, but you don’t wanna do
03:45
here, but you don’t wanna do that This. you know this is a
03:46
that This. you know this is a chat. It’s a conversation. You
03:47
chat. It’s a conversation. You know, it’s not like your
03:48
know, it’s not like your website where you wanna
03:50
website where you wanna overload people when they’re in
03:51
overload people when they’re in your messenger. It’s not like
03:52
your messenger. It’s not like your email. You wanna be brief
03:54
your email. You wanna be brief to the point in conversation
03:56
to the point in conversation mode. Um you know you don’t
03:57
mode. Um you know you don’t wanna talk in a real um
04:00
wanna talk in a real um excessively business
04:01
excessively business professional way you wanna talk
04:02
professional way you wanna talk like you would like you’re
04:04
like you would like you’re talking to someone um so put
04:07
talking to someone um so put professional lawn care is our
04:08
professional lawn care is our passion um. And then you can
04:11
passion um. And then you can maybe maybe you wanna put like
04:13
maybe maybe you wanna put like how can I help you up? So,
04:16
how can I help you up? So, let’s say you wanna just put
04:18
let’s say you wanna just put that so you would just add on
04:20
that so you would just add on the word here you want.
04:26
Now again um I leave space in
04:29
Now again um I leave space in here because a couple of things
04:31
here because a couple of things it’s conversational, but you
04:31
it’s conversational, but you also want to move their eye
04:34
also want to move their eye through the conversation by
04:35
through the conversation by leaving white space. It helps
04:37
leaving white space. It helps move them through the
04:39
move them through the conversation. um so I’m gonna
04:40
conversation. um so I’m gonna delete these three so I can
04:42
delete these three so I can show you how we create them
04:43
show you how we create them all. so let’s say we’re gonna
04:46
all. so let’s say we’re gonna do these three steps so first
04:48
do these three steps so first we’re gonna add in get a quote
04:51
we’re gonna add in get a quote so you’ll click on add a button
04:53
so you’ll click on add a button over here then you’re gonna
04:54
over here then you’re gonna type in the words under Bretton
04:56
type in the words under Bretton title. So get a quote couple
04:57
title. So get a quote couple things to note. Is this is how
05:00
things to note. Is this is how many letters that you have and
05:02
many letters that you have and also you could add emoji if you
05:04
also you could add emoji if you wanted so, let’s say click in
05:06
wanted so, let’s say click in the front here and you wanna
05:09
the front here and you wanna add an emoji. And sometimes
05:11
add an emoji. And sometimes emojis can help for them to
05:12
emojis can help for them to take the steps that you want
05:14
take the steps that you want them to take more than others
05:15
them to take more than others and then we’re gonna click send
05:17
and then we’re gonna click send message So we’ll click send
05:19
message So we’ll click send message And then, let’s say we
05:23
message And then, let’s say we want to answer questions if you
05:27
want to answer questions if you have any questions and again,
05:29
have any questions and again, we’re gonna do a follow-up
05:30
we’re gonna do a follow-up message and then let’s see we
05:33
message and then let’s see we want to. Allow them just to
05:37
want to. Allow them just to call so call us and then we’re
05:38
call so call us and then we’re gonna click a different button.
05:39
gonna click a different button. We’re gonna click the call
05:41
We’re gonna click the call phone number and what happens
05:43
phone number and what happens is when they click this it’ll
05:44
is when they click this it’ll directly call your business so
05:46
directly call your business so it’s really nice so you put
05:48
it’s really nice so you put your business number in here
05:51
your business number in here done.
05:54
Okay, now, this is what I
05:57
Okay, now, this is what I already created, but we’re
05:58
already created, but we’re gonna recreate it. So how do we
06:01
gonna recreate it. So how do we create this message right here?
06:03
create this message right here? so we’re gonna click on the
06:04
so we’re gonna click on the next text box and make sure
06:05
next text box and make sure that you’re going to the right
06:07
that you’re going to the right one. So we’re doing get a quote
06:09
one. So we’re doing get a quote now. this is where you’re gonna
06:11
now. this is where you’re gonna wanna use if you did text in
06:13
wanna use if you did text in this text box, it won’t you
06:13
this text box, it won’t you won’t have the ability to do a
06:16
won’t have the ability to do a follow-up message so we wanna
06:17
follow-up message so we wanna use user input I’m gonna delete
06:19
use user input I’m gonna delete this box again, so we’re gonna
06:21
this box again, so we’re gonna come over to the side here
06:23
come over to the side here there’s three options delete
06:25
there’s three options delete that and now we’re just gonna
06:27
that and now we’re just gonna say great cuz this. On a So
06:32
say great cuz this. On a So please.
06:41
So let us know what services
06:44
So let us know what services you would like your address. In
06:48
you would like your address. In your email, you could save on
06:51
your email, you could save on over here too so when they text
06:53
over here too so when they text this message in then you um
06:55
this message in then you um wanna get notified that they
06:57
wanna get notified that they wrote in their right to them.
06:58
wrote in their right to them. You’re gonna under well you
07:00
You’re gonna under well you clicked in this box to see you
07:01
clicked in this box to see you right here on the right.
07:02
right here on the right. there’s these options. So then
07:04
there’s these options. So then you’re gonna click
07:05
you’re gonna click notifications. And her actions
07:09
notifications. And her actions I mean, and then we’ll show you
07:10
I mean, and then we’ll show you how to follow up with that in a
07:12
how to follow up with that in a minute and then once they leave
07:15
minute and then once they leave that message you want to follow
07:16
that message you want to follow up. So then you’re gonna click
07:19
up. So then you’re gonna click the text box here and be like
07:22
the text box here and be like awesome.
07:29
And touch.
07:34
Okay. So what do we have here
07:35
Okay. So what do we have here you use the user input box up
07:39
you use the user input box up here and you ask the
07:42
here and you ask the information you want to capture
07:43
information you want to capture we when we were clicked on this
07:44
we when we were clicked on this box, we added the action, which
07:47
box, we added the action, which we’re gonna do in a minute and
07:48
we’re gonna do in a minute and then we followed up. When they
07:53
then we followed up. When they tell us what they wanted, then
07:54
tell us what they wanted, then we confirmed that we got them
07:56
we confirmed that we got them like we don’t have a follow-up
07:57
like we don’t have a follow-up message. What’s gonna happen?
07:58
message. What’s gonna happen? is they’re gonna tell you what
07:59
is they’re gonna tell you what they want and then if you’re
08:01
they want and then if you’re not by your phone, you don’t
08:02
not by your phone, you don’t get the notification nothing’s
08:03
get the notification nothing’s gonna happen so that’s really
08:06
gonna happen so that’s really gonna feel um like like you’re
08:09
gonna feel um like like you’re not really there right like
08:10
not really there right like they’re talking to nobody and
08:12
they’re talking to nobody and so if you imagine they’re in
08:13
so if you imagine they’re in the store and somebody, says
08:14
the store and somebody, says something and there’s no
08:16
something and there’s no response that would that would
08:17
response that would that would be. Okay. So I’m just so you
08:19
be. Okay. So I’m just so you know you can like move this
08:21
know you can like move this around drag em for easy
08:23
around drag em for easy visuals. And then so we have
08:26
visuals. And then so we have this action box still so we we
08:28
this action box still so we we wanna make our notified when
08:30
wanna make our notified when somebody wants to quote so
08:32
somebody wants to quote so you’re gonna click on the
08:34
you’re gonna click on the action box and you’re gonna do
08:35
action box and you’re gonna do two things I would mark the
08:38
two things I would mark the conversation is open You take
08:40
conversation is open You take another action to notify the
08:42
another action to notify the admin so you get notified that
08:46
admin so you get notified that they wanna get a quote right
08:47
they wanna get a quote right now we need our questions so
08:52
now we need our questions so they said they wanted to get a
08:53
they said they wanted to get a question. so you click on this
08:55
question. so you click on this box here again. We need a user
08:58
box here again. We need a user input so you can get notified
09:00
input so you can get notified in the follow-up message you on
09:02
in the follow-up message you on the bottom down here you click
09:05
the bottom down here you click user input drag that up to the
09:08
user input drag that up to the top and I’m like um.
09:15
Okay, So we’re just gonna ask
09:16
Okay, So we’re just gonna ask them. What can we answer for
09:18
them. What can we answer for you and then again we’re gonna
09:19
you and then again we’re gonna click perform action cuz we
09:22
click perform action cuz we want you to get notified but
09:24
want you to get notified but first we’re gonna say thanks.
09:30
Get I say, thanks, we’ll get
09:34
Get I say, thanks, we’ll get back to you Asap so they said
09:36
back to you Asap so they said they have. they told you what
09:38
they have. they told you what their questions were and then
09:39
their questions were and then we’re gonna get you heavy get
09:41
we’re gonna get you heavy get notified and then we’re gonna
09:42
notified and then we’re gonna respond back in the bot. Thanks
09:44
respond back in the bot. Thanks we’ll get back to you. Asap
09:46
we’ll get back to you. Asap then come up here again. We’re
09:49
then come up here again. We’re gonna mix it up because you
09:51
gonna mix it up because you look up here. They’re getting
09:52
look up here. They’re getting notified if you do get a quote,
09:54
notified if you do get a quote, but we also know if they click
09:55
but we also know if they click questions. We wanna make sure
09:57
questions. We wanna make sure you get notified and it’s not
09:58
you get notified and it’s not in that flow. so we have to add
10:01
in that flow. so we have to add that in here so click on
10:01
that in here so click on actions. We’re gonna mark the
10:05
actions. We’re gonna mark the conversations open and we’re
10:09
conversations open and we’re going to notify admins now next
10:13
going to notify admins now next up here is to make sure you
10:15
up here is to make sure you publish if it’s not published,
10:17
publish if it’s not published, they’re not gonna be able to
10:19
they’re not gonna be able to see that message. The other
10:21
see that message. The other thing to do is click preview
10:22
thing to do is click preview and that will show up in your
10:23
and that will show up in your messenger and then you can edit
10:25
messenger and then you can edit it um I can’t do it while I’m
10:28
it um I can’t do it while I’m on live here but you can kinda
10:29
on live here but you can kinda see that I’m previewing the
10:32
see that I’m previewing the message right there. Alright.
10:33
message right there. Alright. And so that’s kinda that’s how
10:36
And so that’s kinda that’s how you get yours. So we just
10:37
you get yours. So we just worked on the second piece.
10:39
worked on the second piece. That’s how. That’s how you up
10:42
That’s how. That’s how you up there you go. That’s how you
10:45
there you go. That’s how you set up your welcome message um
10:47
set up your welcome message um if you have any questions or if
10:49
if you have any questions or if you’d like to talk to somebody
10:51
you’d like to talk to somebody on if you really wanna get into
10:53
on if you really wanna get into um, you know the omni-channel
10:55
um, you know the omni-channel marketing and you don’t wanna
10:57
marketing and you don’t wanna really wanna do it yourself. We
10:58
really wanna do it yourself. We have some great options to help
11:01
have some great options to help you and get a quote. We can
11:02
you and get a quote. We can help you set that up. so it’s
11:03
help you set that up. so it’s all automated. so all the
11:05
all automated. so all the information is captured and it
11:06
information is captured and it goes directly to give them a
11:09
goes directly to give them a quote and you can. And how
11:12
quote and you can. And how great um you know if they come
11:13
great um you know if they come in to get a quote and you
11:14
in to get a quote and you actually give them a number
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actually give them a number right there immediately without
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right there immediately without you having to do anything.
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you having to do anything. there’s some oil. that’s like
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there’s some oil. that’s like like they’re gonna go to else
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like they’re gonna go to else uh anyways. That’s how you do
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uh anyways. That’s how you do it. Let us know if you have any
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it. Let us know if you have any questions and feel free to
11:25
questions and feel free to reach out our team if you’d