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SA Weekly Talk Show: Creating Personalized Estimates With Pictures & Video in Service Autopilot

Video Transcript

00:01
Welcome back to the weekly talk
00:03
Welcome back to the weekly talk show Mike Callahan here um
00:05
show Mike Callahan here um special guest Tina Service was
00:07
special guest Tina Service was not able to make it with some
00:08
not able to make it with some internet connection problems
00:09
internet connection problems all the kiddos obviously in the
00:11
all the kiddos obviously in the neighborhood have been uh
00:13
neighborhood have been uh jamming up a bit of the
00:14
jamming up a bit of the bandwidth on the internet, but
00:16
bandwidth on the internet, but um the show must go on so we’re
00:18
um the show must go on so we’re gonna be rebooking uh Tina
00:20
gonna be rebooking uh Tina Service uh made for time uh
00:22
Service uh made for time uh hopefully next week, but I’ve
00:25
hopefully next week, but I’ve got some special treat here for
00:26
got some special treat here for you. Um Um I’m gonna go kinda
00:29
you. Um Um I’m gonna go kinda unprepared but a topic that
00:30
unprepared but a topic that I’ve been very passionate about
00:32
I’ve been very passionate about lately um is how to create.
00:34
lately um is how to create. Personalized estimates in
00:36
Personalized estimates in service autopilot so if you
00:39
service autopilot so if you haven’t bought your tickets for
00:40
haven’t bought your tickets for a thrive, the virtual
00:42
a thrive, the virtual conference for service
00:43
conference for service Autopilot uh keynote speaker
00:45
Autopilot uh keynote speaker Marcus Sheridan is gonna be
00:46
Marcus Sheridan is gonna be talking about how to use video
00:48
talking about how to use video in your sales process to
00:50
in your sales process to convert more sales. so what I’m
00:51
convert more sales. so what I’m gonna do is actually give you a
00:54
gonna do is actually give you a uh basically unscripted live
00:56
uh basically unscripted live version jumping in the service
00:57
version jumping in the service Autopilot in a minute. How to
00:58
Autopilot in a minute. How to use video and pictures of your
01:00
use video and pictures of your properties that you’re
01:01
properties that you’re estimating in service
01:02
estimating in service Autopilot. Uh now there’s a lot
01:05
Autopilot. Uh now there’s a lot of apps that you can use to do
01:07
of apps that you can use to do this, but I’m gonna show you
01:08
this, but I’m gonna show you how to actually use it
01:09
how to actually use it literally with your cellphone
01:11
literally with your cellphone and service Autopilot and avoid
01:13
and service Autopilot and avoid a third party software for
01:15
a third party software for extra cost and expense and have
01:16
extra cost and expense and have all of the live video and
01:17
all of the live video and pictures right inside your
01:19
pictures right inside your service Autopilot estimate to
01:21
service Autopilot estimate to create a personalized
01:22
create a personalized connection and close more sales
01:23
connection and close more sales um in the process wanna say
01:25
um in the process wanna say what’s up to Michelle pink
01:27
what’s up to Michelle pink collar um and Doug over there
01:29
collar um and Doug over there as well saying what’s up on the
01:30
as well saying what’s up on the weekly talk show, talk show,
01:31
weekly talk show, talk show, but what we’re gonna do up
01:32
but what we’re gonna do up service Autopilot breakdown
01:33
service Autopilot breakdown setting up uh the basic
01:34
setting up uh the basic process. Ask them and then how
01:36
process. Ask them and then how to take your basic estimate
01:38
to take your basic estimate document in per each individual
01:40
document in per each individual leader client. How to edit
01:42
leader client. How to edit property specific pictures and
01:44
property specific pictures and property specific videos to
01:47
property specific videos to close more sales with
01:48
close more sales with personalized estimates, and
01:49
personalized estimates, and this is gonna be a really uh in
01:51
this is gonna be a really uh in my opinion a huge game changer
01:53
my opinion a huge game changer for users service Autopilot
01:55
for users service Autopilot users um that wanna create that
01:57
users um that wanna create that personalized connection so if
01:58
personalized connection so if you’re going out and doing a
01:59
you’re going out and doing a very large design build um job
02:03
very large design build um job or a complex maybe post
02:04
or a complex maybe post construction clean in the
02:05
construction clean in the cleaning industry. Um those
02:07
cleaning industry. Um those aren’t small ticket items so we
02:09
aren’t small ticket items so we need to go out and different.
02:11
need to go out and different. Ourselves from the competition
02:12
Ourselves from the competition and create a higher perceived
02:15
and create a higher perceived value and most importantly
02:16
value and most importantly overcome any sales or price
02:19
overcome any sales or price objections so without any
02:20
objections so without any further delay, I’m gonna dive
02:21
further delay, I’m gonna dive in here. Hopefully things go
02:23
in here. Hopefully things go well we have not uh rehearse
02:25
well we have not uh rehearse this so hopefully this works
02:26
this so hopefully this works out alright, but the show must
02:28
out alright, but the show must go on. we wanna provide
02:28
go on. we wanna provide valuable content for the
02:31
valuable content for the ecosystem whether you use
02:32
ecosystem whether you use service autopilot or you’re
02:34
service autopilot or you’re looking to buy it in the future
02:35
looking to buy it in the future or you just own a home service
02:36
or you just own a home service company you’re looking for some
02:37
company you’re looking for some knowledge how to go out and out
02:39
knowledge how to go out and out and out. Your competition well,
02:41
and out. Your competition well, I tell you what this is
02:43
I tell you what this is definitely one of them. so stay
02:44
definitely one of them. so stay tuned here. I’m gonna hop on
02:46
tuned here. I’m gonna hop on the other screen and actually
02:48
the other screen and actually open the screen up like I said,
02:50
open the screen up like I said, totally unprompted uh Tina
02:52
totally unprompted uh Tina tried to drive out to somewhere
02:53
tried to drive out to somewhere they had wifi and their WiFi
02:54
they had wifi and their WiFi was was down as well. uh we’re
02:56
was was down as well. uh we’re bringing it live as we do on
02:58
bringing it live as we do on the weekly talks or any
02:59
the weekly talks or any comments questions uh in
03:01
comments questions uh in between on the live here or
03:02
between on the live here or recorded version drop them in.
03:03
recorded version drop them in. I’m happy to answer those um
03:05
I’m happy to answer those um and almost have the finishing
03:07
and almost have the finishing touches on my essay. Thrive
03:08
touches on my essay. Thrive talk close Out the second day
03:11
talk close Out the second day um so really excited about
03:13
um so really excited about that. so those tickets I
03:14
that. so those tickets I believe are still on special.
03:15
believe are still on special. Make sure you get your thrive
03:17
Make sure you get your thrive twenty tickets for essay and uh
03:19
twenty tickets for essay and uh without any further delay. I’m
03:20
without any further delay. I’m gonna dive into one of our test
03:21
gonna dive into one of our test accounts and just show you
03:23
accounts and just show you really a high level the
03:25
really a high level the foundational pieces of an
03:26
foundational pieces of an estimate that are going into
03:27
estimate that are going into play and then how to take the
03:31
play and then how to take the estimate document and process
03:33
estimate document and process once it’s standardized and
03:35
once it’s standardized and insert property specific
03:36
insert property specific pictures and videos into it,
03:39
pictures and videos into it, there are particular to each
03:40
there are particular to each client uh house without having
03:42
client uh house without having to use a separate app or
03:44
to use a separate app or software All we’re gonna need
03:44
software All we’re gonna need is our. And uh YouTube uh
03:49
is our. And uh YouTube uh creator and I’m gonna show you
03:50
creator and I’m gonna show you how to do all that as well. So
03:51
how to do all that as well. So this is gonna be a really cool
03:52
this is gonna be a really cool different. take on the weekly
03:54
different. take on the weekly talk today completely
03:55
talk today completely unprepared, but hey here we go
03:56
unprepared, but hey here we go so first thing we’re gonna do
03:58
so first thing we’re gonna do is uh I’m gonna go in and show
03:59
is uh I’m gonna go in and show you how to break out build some
04:01
you how to break out build some services um in a matrix so the
04:05
services um in a matrix so the idea is there’s three types of
04:07
idea is there’s three types of estimating that we talk about.
04:07
estimating that we talk about. We have the first one where we
04:09
We have the first one where we go out and price particular.
04:11
go out and price particular. What everyone else in your
04:12
What everyone else in your market is charging and
04:14
market is charging and obviously that is not the way
04:14
obviously that is not the way to go but when we all get into
04:15
to go but when we all get into business, we’ll go up to a
04:16
business, we’ll go up to a home. Lawn mower or cleaning,
04:19
home. Lawn mower or cleaning, go up and look at that home and
04:21
go up and look at that home and say you know based on my
04:23
say you know based on my market. I think this is what I
04:24
market. I think this is what I should charge. so that’s what
04:26
should charge. so that’s what we charge now The second step
04:29
we charge now The second step is uh Dylan and I on the team
04:31
is uh Dylan and I on the team like to call it estimating so
04:32
like to call it estimating so we go up and we kind of guess
04:34
we go up and we kind of guess or estimate how long we think
04:36
or estimate how long we think that job is gonna take based on
04:38
that job is gonna take based on how many hours or minutes we
04:40
how many hours or minutes we think the job is gonna take so
04:41
think the job is gonna take so what I’m gonna do is show you
04:42
what I’m gonna do is show you how to create a estimation
04:44
how to create a estimation system and service autopilot,
04:46
system and service autopilot, and then finally is a
04:46
and then finally is a production based. System based
04:49
production based. System based on the square footage of mowing
04:50
on the square footage of mowing and the square footage of
04:52
and the square footage of cleaning or the linear feet or
04:53
cleaning or the linear feet or small, medium and large shrubs,
04:54
small, medium and large shrubs, so we’re gonna break that down,
04:56
so we’re gonna break that down, but the cool thing is in
04:57
but the cool thing is in service Autopilot. It’s not a
04:58
service Autopilot. It’s not a one size with tall. Yes, it’s
05:00
one size with tall. Yes, it’s an extremely robust platform,
05:02
an extremely robust platform, but we can go in from our
05:04
but we can go in from our estimating into our production
05:05
estimating into our production rate based estimating so if
05:07
rate based estimating so if you’re not comfortable with a
05:08
you’re not comfortable with a production based estimating
05:09
production based estimating system um whether it’s on your
05:11
system um whether it’s on your own numbers or industry
05:13
own numbers or industry averages, we can go in three to
05:15
averages, we can go in three to 6 months run reports. On data
05:18
6 months run reports. On data your guys and girls in the
05:20
your guys and girls in the field and your equipment and
05:21
field and your equipment and see how long it takes on
05:23
see how long it takes on average out to blow and blow
05:25
average out to blow and blow and edge that lawn or how long
05:27
and edge that lawn or how long it takes to do a weekly or
05:29
it takes to do a weekly or biweekly cleaning or a top to
05:30
biweekly cleaning or a top to bottom of deluxe, your initial
05:31
bottom of deluxe, your initial clean so whether the industry
05:33
clean so whether the industry is inside inside or outside of
05:34
is inside inside or outside of the this is going to be
05:35
the this is going to be applicable so hang in there. so
05:36
applicable so hang in there. so I’m gonna lay some foundations
05:37
I’m gonna lay some foundations how to set it up and then once
05:39
how to set it up and then once we’ve customized the
05:41
we’ve customized the documenting everything built
05:41
documenting everything built in, we’re gonna go in and
05:44
in, we’re gonna go in and actually show you how to add
05:45
actually show you how to add property specific pictures and
05:46
property specific pictures and property specific videos. In
05:48
property specific videos. In the estimate for that um
05:51
the estimate for that um ability to make that emotional
05:53
ability to make that emotional connection sell at a higher
05:54
connection sell at a higher price and overcome those sales
05:55
price and overcome those sales and price objections upfront in
05:57
and price objections upfront in your documents so first thing
05:58
your documents so first thing we’re gonna do is we’re gonna
05:59
we’re gonna do is we’re gonna jump into something I like to
06:01
jump into something I like to call call the simple blueprint.
06:03
call call the simple blueprint. so this is something as a
06:05
so this is something as a certified adviser of service
06:07
certified adviser of service Autopilot that we use when we
06:09
Autopilot that we use when we help other members set up their
06:12
help other members set up their essay account. so what we
06:13
essay account. so what we traditionally do here is I’m
06:14
traditionally do here is I’m gonna use a lawn, mowing
06:16
gonna use a lawn, mowing example and a home cleaning.
06:19
example and a home cleaning. Just so we aren’t uh alienate
06:21
Just so we aren’t uh alienate any industry that uses it, but
06:22
any industry that uses it, but the first thing we’re gonna do
06:22
the first thing we’re gonna do is we’re gonna go in and put in
06:23
is we’re gonna go in and put in lawn mowing so this is gonna be
06:27
lawn mowing so this is gonna be our service need if you’re
06:29
our service need if you’re watching this on the record
06:30
watching this on the record version, you feel free to
06:31
version, you feel free to follow each step Pause and go
06:32
follow each step Pause and go back and forth and if you like
06:34
back and forth and if you like the content or you have any
06:35
the content or you have any questions, please drop some
06:35
questions, please drop some comments in here. Um it helps
06:37
comments in here. Um it helps just to know where you’re at
06:38
just to know where you’re at but the custom field is that
06:39
but the custom field is that job variable what’s the area
06:41
job variable what’s the area where blowing edging So I’m
06:43
where blowing edging So I’m gonna say it’s called turf
06:44
gonna say it’s called turf Square footage now in. Number
06:48
Square footage now in. Number two, we’re gonna do the same
06:49
two, we’re gonna do the same exact thing, but I’m gonna be
06:50
exact thing, but I’m gonna be using a home cleaning examples.
06:53
using a home cleaning examples. I’m gonna call this weekly home
06:56
I’m gonna call this weekly home cleaning I would tell you what
06:57
cleaning I would tell you what our special guest it could make
06:58
our special guest it could make a Tina service has got this
06:59
a Tina service has got this dialed in and made for time and
07:01
dialed in and made for time and I can’t wait to get her on uh
07:03
I can’t wait to get her on uh cuz she’s got an amazing system
07:05
cuz she’s got an amazing system in two different state um and
07:07
in two different state um and actually her company actually
07:08
actually her company actually cleans my house. so I’m kinda
07:09
cleans my house. so I’m kinda excited to show you the
07:10
excited to show you the perspective of a user, a
07:12
perspective of a user, a consumer and a business on both
07:13
consumer and a business on both ends but for her weekly home
07:15
ends but for her weekly home cleaning, I’m assuming she’s
07:17
cleaning, I’m assuming she’s probably putting home square
07:18
probably putting home square footage if you’re looking this
07:19
footage if you’re looking this up on Zillow, that’s that
07:20
up on Zillow, that’s that livable square footage of the
07:21
livable square footage of the house being clean. So now we’ve
07:23
house being clean. So now we’ve got two industry specific
07:25
got two industry specific examples. lawn mowing for
07:26
examples. lawn mowing for church Square footage. Weekly
07:28
church Square footage. Weekly home cleaning is home square
07:29
home cleaning is home square footage now the next thing I’m
07:31
footage now the next thing I’m gonna be going in if we are
07:33
gonna be going in if we are working together or you’re
07:34
working together or you’re doing this by yourself is we
07:37
doing this by yourself is we would want to go in and say
07:39
would want to go in and say okay. What is your charge per
07:40
okay. What is your charge per man hour or charge per hour?
07:41
man hour or charge per hour? whatever that is per person on
07:43
whatever that is per person on your team, so the lawn mowing
07:45
your team, so the lawn mowing example, uh I’m gonna say it’s
07:46
example, uh I’m gonna say it’s fifty bucks per hour and I’m
07:47
fifty bucks per hour and I’m also gonna use the same down in
07:48
also gonna use the same down in the cleaning example. Now the
07:49
the cleaning example. Now the next thing is we’re gonna be
07:51
next thing is we’re gonna be looking at what your expense
07:53
looking at what your expense per man hour, so you’re gonna
07:54
per man hour, so you’re gonna break even per manner. So what?
07:57
break even per manner. So what? Before you make a profit, I’m
07:59
Before you make a profit, I’m gonna say in the lawn care
08:00
gonna say in the lawn care example, it’s costing us $36
08:03
example, it’s costing us $36 Labor burden General Ministry
08:05
Labor burden General Ministry of cost all in gas oil all that
08:07
of cost all in gas oil all that maintenance and in the home
08:08
maintenance and in the home cleaning example, I’m gonna
08:09
cleaning example, I’m gonna probably say that’s gonna be
08:10
probably say that’s gonna be probably close to twenty-eight
08:11
probably close to twenty-eight or twenty-nine bucks per hour
08:14
or twenty-nine bucks per hour per man hour now based on that,
08:17
per man hour now based on that, it’s the same process here no
08:19
it’s the same process here no matter your service The first
08:20
matter your service The first variable is gonna be one square
08:22
variable is gonna be one square foot for lawn care and home
08:24
foot for lawn care and home cleaning. The reason why we’re
08:25
cleaning. The reason why we’re starting is one because if it’s
08:26
starting is one because if it’s zero, it’s going to
08:26
zero, it’s going to automatically. Calculate
08:28
automatically. Calculate calculate a price for every
08:29
calculate a price for every service in your template,
08:31
service in your template, you’ll see that will make sense
08:32
you’ll see that will make sense in a minute, but I say for best
08:33
in a minute, but I say for best practice we don’t wanna show a
08:35
practice we don’t wanna show a price unless we’re actually
08:36
price unless we’re actually quoting that price. So what
08:37
quoting that price. So what it’s gonna do is when you go to
08:38
it’s gonna do is when you go to delegate that or it’s the end
08:39
delegate that or it’s the end of a long week like it is this
08:41
of a long week like it is this week for sure. um it’s uh gonna
08:44
week for sure. um it’s uh gonna eliminate the step of error for
08:46
eliminate the step of error for you quoting a service you
08:47
you quoting a service you didn’t intend on quoting so now
08:49
didn’t intend on quoting so now I’m gonna say what is my base
08:50
I’m gonna say what is my base price for this lawn Mower
08:52
price for this lawn Mower weekly home cleaning so I’m
08:53
weekly home cleaning so I’m gonna send the lawn mowing
08:55
gonna send the lawn mowing example my base price to show
08:56
example my base price to show up and get out of bed is
08:57
up and get out of bed is forty-five Bucks and now my
08:58
forty-five Bucks and now my weekly home. I’m gonna say is
09:00
weekly home. I’m gonna say is $125. That’s the base price.
09:02
$125. That’s the base price. It’s the lowest price that you
09:05
It’s the lowest price that you would charge to show up now the
09:07
would charge to show up now the next question. I’m gonna be
09:08
next question. I’m gonna be asking you here or you should
09:10
asking you here or you should be asking yourself is based on
09:12
be asking yourself is based on your weekly mowing or your
09:14
your weekly mowing or your weekly cleaning. What is the
09:16
weekly cleaning. What is the maximum? So I’m saying what is
09:18
maximum? So I’m saying what is the maximum square footage of
09:19
the maximum square footage of turf for home cleaning square
09:21
turf for home cleaning square footage that will cover the
09:22
footage that will cover the minimum price of 45 bucks, a
09:24
minimum price of 45 bucks, a mowing or 125 for the cleaning.
09:26
mowing or 125 for the cleaning. So I’m gonna put some
09:27
So I’m gonna put some fictitious examples in here,
09:29
fictitious examples in here, but I’m gonna say for
09:30
but I’m gonna say for forty-five Bucks. that’s gonna
09:31
forty-five Bucks. that’s gonna cover let’s say 5000 square
09:33
cover let’s say 5000 square feet of turf and I’m gonna be
09:33
feet of turf and I’m gonna be able to. Up to an 1100 square
09:37
able to. Up to an 1100 square foot house on a weekly basis um
09:40
foot house on a weekly basis um for 125 bucks so between one
09:43
for 125 bucks so between one square foot and 5000 for the
09:45
square foot and 5000 for the lawn and one in 1100 square
09:47
lawn and one in 1100 square feet, so the house is our base
09:49
feet, so the house is our base price of 45 and 125 uh
09:53
price of 45 and 125 uh effectively now what the sheet
09:55
effectively now what the sheet has already done is that based
09:57
has already done is that based on our hourly goal of $50 per
09:59
on our hourly goal of $50 per hour up top on the mowing, we
10:01
hour up top on the mowing, we have a maximum of .9 man hours
10:04
have a maximum of .9 man hours to do that. So if we did some
10:05
to do that. So if we did some very simple math, we took .9
10:08
very simple math, we took .9 and multiply that by sixty that
10:09
and multiply that by sixty that is 54. So the crew, if it’s
10:13
is 54. So the crew, if it’s based on one person has 54
10:15
based on one person has 54 minutes to blown the first 5000
10:19
minutes to blown the first 5000 square feet now, what we’re
10:23
square feet now, what we’re probably going to do is say
10:26
probably going to do is say every thousand square feet over
10:30
every thousand square feet over 5000 is a price and budgeted
10:32
5000 is a price and budgeted time and cost more. So if we we
10:35
time and cost more. So if we we make it very uh equation into
10:37
make it very uh equation into that. I’m gonna say well if our
10:40
that. I’m gonna say well if our production rate is consistent,
10:41
production rate is consistent, moving over, there’s five parts
10:42
moving over, there’s five parts of a 1005000. So I’m just gonna
10:45
of a 1005000. So I’m just gonna say equals 45 45 divided by so
10:48
say equals 45 45 divided by so that’s gonna be a equal
10:50
that’s gonna be a equal production there so we’re gonna
10:53
production there so we’re gonna go in equals .9 divided by 5.1.
10:58
go in equals .9 divided by 5.1. 5.18 man hours. It’s costing a
11:01
5.18 man hours. It’s costing a $6.48 based on our price of 336
11:04
$6.48 based on our price of 336 bucks per man and now our price
11:05
bucks per man and now our price that we need to charge is .18
11:08
that we need to charge is .18 hours times are $50. That’s $9
11:12
hours times are $50. That’s $9 per thousand after the base
11:13
per thousand after the base price. What we’ve done is set a
11:15
price. What we’ve done is set a minimal based on a max amount
11:17
minimal based on a max amount of area in a budgeted time to
11:19
of area in a budgeted time to cost before profit now in the
11:21
cost before profit now in the home, cleaning example down
11:22
home, cleaning example down here Same exact thing there is
11:26
here Same exact thing there is 1.1 parts of a thousand here so
11:28
1.1 parts of a thousand here so I’m gonna say equals 2.5 hours
11:30
I’m gonna say equals 2.5 hours divided by 1.1 is 2.7 or 2.27
11:38
divided by 1.1 is 2.7 or 2.27 man hours now, what I could do
11:40
man hours now, what I could do is I would that’s per thousand,
11:41
is I would that’s per thousand, but I would probably say in
11:42
but I would probably say in home cleaning. We’re gonna go
11:43
home cleaning. We’re gonna go and we’ve done this with a lot
11:44
and we’ve done this with a lot of. Cleaning company as well, I
11:47
of. Cleaning company as well, I would probably go in and divide
11:49
would probably go in and divide this by eleven and make this
11:51
this by eleven and make this every one. 100 square feet of
11:54
every one. 100 square feet of home over 1100 square foot base
11:57
home over 1100 square foot base is gonna take us through two
11:58
is gonna take us through two three man hours. It’s costing
12:00
three man hours. It’s costing us $6.59 and we need to be
12:05
us $6.59 and we need to be charging based at fifty Bucks
12:07
charging based at fifty Bucks per man 1136. So this is how we
12:09
per man 1136. So this is how we go in. it’s systematically
12:11
go in. it’s systematically create a production rate based
12:13
create a production rate based estimated system so whether it
12:14
estimated system so whether it is lawn care home, cleaning
12:16
is lawn care home, cleaning your weekly or biweekly um
12:17
your weekly or biweekly um services are. Have different
12:21
services are. Have different production rates but your
12:22
production rates but your charge per hour and your
12:23
charge per hour and your expense per hour gonna stay
12:24
expense per hour gonna stay consistent, but this is going
12:25
consistent, but this is going to be your blueprint here to
12:28
to be your blueprint here to build out your your services
12:29
build out your your services service Autopilot for the next
12:31
service Autopilot for the next step is we’re gonna go and
12:32
step is we’re gonna go and build all of these out now I
12:35
build all of these out now I wanna go in uh in this example
12:37
wanna go in uh in this example and show you how we could
12:39
and show you how we could accomplish drive time. Um so
12:41
accomplish drive time. Um so I’m just gonna call the Zillow
12:43
I’m just gonna call the Zillow number one. So that’s the
12:45
number one. So that’s the service me and it would
12:47
service me and it would probably be zone number uh one
12:49
probably be zone number uh one drive time maybe lawn mowing.
12:54
But the custom field that
12:56
But the custom field that tracks that is gonna be the
12:57
tracks that is gonna be the same custom field. so what
12:58
same custom field. so what we’re really doing is whether
12:59
we’re really doing is whether it’s a long term home cleaning
13:01
it’s a long term home cleaning situation. We really wanna take
13:02
situation. We really wanna take a look at it in the fact that
13:04
a look at it in the fact that if any lawn mowing scenario
13:06
if any lawn mowing scenario from our shop through say,
13:08
from our shop through say, thirty jobs and all the way
13:09
thirty jobs and all the way back to the shop is taking us
13:12
back to the shop is taking us on a an hour so 60 minutes and
13:15
on a an hour so 60 minutes and there’s thirty lawns we would
13:17
there’s thirty lawns we would divide sixty by thirty and that
13:18
divide sixty by thirty and that would give us 2 minutes so our
13:21
would give us 2 minutes so our budgeted time on. Zone number
13:24
budgeted time on. Zone number one if we can cut thirty lawns
13:25
one if we can cut thirty lawns a day and on average, it takes
13:27
a day and on average, it takes us an hour round trip is 2
13:28
us an hour round trip is 2 minutes. I’m gonna go and say
13:30
minutes. I’m gonna go and say our budget of time is 2 minutes
13:31
our budget of time is 2 minutes divided by sixty and that’s
13:33
divided by sixty and that’s gonna give us budgeted man
13:35
gonna give us budgeted man hours at .03 hours. so it’s
13:37
hours at .03 hours. so it’s about 2 minutes ballpark well,
13:39
about 2 minutes ballpark well, actually it is 2 minutes um I
13:40
actually it is 2 minutes um I just said so same thing is
13:42
just said so same thing is we’re gonna put our $50 an hour
13:44
we’re gonna put our $50 an hour uh in here in our thirty-six
13:47
uh in here in our thirty-six Greek even so we’re gonna say
13:48
Greek even so we’re gonna say it’s one to one every house we
13:51
it’s one to one every house we need to charge .03 times. Rape
13:54
need to charge .03 times. Rape To every house now we should be
13:57
To every house now we should be adding a dollar 67 now if
14:00
adding a dollar 67 now if you’re using an industry
14:01
you’re using an industry professional like Jason Copper,
14:03
professional like Jason Copper, Jim Houston for your finances
14:05
Jim Houston for your finances um or Debbie S in the cleaning
14:07
um or Debbie S in the cleaning industry um full transparency,
14:09
industry um full transparency, we don’t do financial
14:10
we don’t do financial consulting as a certified
14:12
consulting as a certified adviser, but we do take those
14:13
adviser, but we do take those numbers and help you get those
14:14
numbers and help you get those in. but if you’re doing it
14:15
in. but if you’re doing it yourself one thing you wanna be
14:17
yourself one thing you wanna be aware is if you’re fully loaded
14:19
aware is if you’re fully loaded Break-even number uh includes
14:21
Break-even number uh includes the non mobilization of the
14:21
the non mobilization of the down. You do not wanna double
14:25
down. You do not wanna double dip here cuz you will raise
14:25
dip here cuz you will raise your prices up and above, but
14:27
your prices up and above, but if the number you have if
14:29
if the number you have if you’ve come up with it yourself
14:31
you’ve come up with it yourself you break even number does not
14:32
you break even number does not include all your labor hours
14:33
include all your labor hours for the whole entire year on
14:35
for the whole entire year on average, build a non billable
14:37
average, build a non billable you wanna put the charge in
14:39
you wanna put the charge in here as well but either way we
14:41
here as well but either way we still wanna have that budgeted
14:42
still wanna have that budgeted drive time in there for
14:44
drive time in there for accounting or for uh reporting
14:47
accounting or for uh reporting an actual versus budgeted. So
14:49
an actual versus budgeted. So it’s very important way that we
14:50
it’s very important way that we do include the drive time uh
14:52
do include the drive time uh budgeted hours to make.
14:54
budgeted hours to make. Reporting in our scheduling is
14:56
Reporting in our scheduling is accurate. now this is for
14:59
accurate. now this is for everyone house uh and then just
15:00
everyone house uh and then just a little redundancy. We’d say
15:02
a little redundancy. We’d say one or one trip over one. so
15:04
one or one trip over one. so this is where we’re going to
15:06
this is where we’re going to dump debris or pick up
15:07
dump debris or pick up materials, Maybe in a nursery,
15:09
materials, Maybe in a nursery, we may go out there twice cuz
15:10
we may go out there twice cuz our equipment can’t carry all
15:12
our equipment can’t carry all of that. So we’re gonna put a
15:13
of that. So we’re gonna put a dollar 67 in here and .03 hours
15:17
dollar 67 in here and .03 hours again. And a cost a dollar
15:21
again. And a cost a dollar twenty so that is the way we
15:23
twenty so that is the way we build out the services and how
15:25
build out the services and how we create drive down to the
15:26
we create drive down to the last thing I wanna tackle here
15:27
last thing I wanna tackle here before we actually get into the
15:29
before we actually get into the meat and potatoes of this of
15:30
meat and potatoes of this of getting the picture and the
15:31
getting the picture and the video is properly specific. Um
15:34
video is properly specific. Um it been building these
15:35
it been building these documents out as I wanted to
15:36
documents out as I wanted to show you on a high level. How
15:37
show you on a high level. How to set these services up cuz
15:40
to set these services up cuz unless you’re estimating for
15:42
unless you’re estimating for success with profitability, you
15:43
success with profitability, you don’t wanna sell an
15:44
don’t wanna sell an unprofitable job. That’s how we
15:45
unprofitable job. That’s how we ensure we have profitable jobs
15:46
ensure we have profitable jobs that are delegated through an
15:48
that are delegated through an estimated system. The last
15:51
estimated system. The last thing we talked about
15:51
thing we talked about estimating so whether it’s lawn
15:53
estimating so whether it’s lawn care home cleaning you may not
15:55
care home cleaning you may not know how long it takes or what
15:56
know how long it takes or what or how much you should charge,
15:58
or how much you should charge, but based on your experience,
15:59
but based on your experience, you may be able to go out and
16:00
you may be able to go out and estimate the service. so what
16:02
estimate the service. so what we’re gonna do is put in here
16:04
we’re gonna do is put in here lawn mowing man minutes. Okay.
16:13
Our service really and we’re
16:16
Our service really and we’re gonna go in and put lawn mowing
16:17
gonna go in and put lawn mowing man in here, so I’m gonna say
16:20
man in here, so I’m gonna say our base price above was
16:21
our base price above was forty-five Bucks so forty-five
16:23
forty-five Bucks so forty-five Bucks to show up. We’re
16:24
Bucks to show up. We’re charging $50 an hour and it was
16:26
charging $50 an hour and it was costing us $36 an hour break
16:28
costing us $36 an hour break even so now, as you can see the
16:29
even so now, as you can see the sheets falling out some of the
16:31
sheets falling out some of the variables here in the blue
16:32
variables here in the blue Print, but it’s a little bit
16:33
Print, but it’s a little bit different. I’m sitting in my
16:34
different. I’m sitting in my phone on an on-site estimate
16:35
phone on an on-site estimate for unplugging how many minutes
16:37
for unplugging how many minutes do you think it’s gonna take to
16:38
do you think it’s gonna take to mow that lawn. I’m gonna say
16:41
mow that lawn. I’m gonna say between one and. 9 minutes or
16:44
between one and. 9 minutes or .9 hours time. Sixty is gonna
16:47
.9 hours time. Sixty is gonna give me 54 minutes between one
16:49
give me 54 minutes between one and 54 minutes. I’m charging 45
16:53
and 54 minutes. I’m charging 45 Bucks
16:56
Bucks every
16:56
every 1 minute over 54 minutes
16:58
every 1 minute over 54 minutes is and I’m gonna put in equals
17:00
is and I’m gonna put in equals 1 minute divided by 60 minutes
17:01
1 minute divided by 60 minutes is .02 so that’s 1 minute in
17:04
is .02 so that’s 1 minute in actual hours. I’m gonna say
17:07
actual hours. I’m gonna say based on a minute .02 times are
17:09
based on a minute .02 times are fifty bucks an hour. We’re
17:10
fifty bucks an hour. We’re charging 83¢ per hour and it’s
17:13
charging 83¢ per hour and it’s costing us sixty. So now I have
17:14
costing us sixty. So now I have the ability. Go in and measure
17:17
the ability. Go in and measure a property based out of
17:18
a property based out of production rate or plug in how
17:20
production rate or plug in how many minutes or hours, and then
17:21
many minutes or hours, and then when we pull up the estimate
17:22
when we pull up the estimate template it will put the price
17:24
template it will put the price budget sign the cost for
17:25
budget sign the cost for profit. so this is your first
17:27
profit. so this is your first baby step before you evolve
17:28
baby step before you evolve into a production based
17:29
into a production based estimating system, and this is
17:30
estimating system, and this is something where I really like
17:32
something where I really like about service Autopilot cuz
17:32
about service Autopilot cuz it’s robust enough to grow in
17:34
it’s robust enough to grow in you so as you’re going to look
17:36
you so as you’re going to look for a CMA customer relationship
17:38
for a CMA customer relationship management software, one of the
17:40
management software, one of the things that I realized is my
17:41
things that I realized is my first software was a great
17:43
first software was a great software, but I hit a glass
17:44
software, but I hit a glass ceiling I could. Past that so
17:47
ceiling I could. Past that so when you go out to buy a CRM,
17:49
when you go out to buy a CRM, take a look at where you’re at
17:50
take a look at where you’re at where you wanna go and does it
17:52
where you wanna go and does it have the ability like this
17:53
have the ability like this software and service autopilot
17:55
software and service autopilot to go and take granular steps
17:56
to go and take granular steps of how long you think it’s
17:57
of how long you think it’s gonna take based on your
17:58
gonna take based on your experience and then take that
17:59
experience and then take that data involved into a production
18:01
data involved into a production based estimating system with
18:02
based estimating system with all the robust and stuff
18:03
all the robust and stuff reporting and things like that.
18:03
reporting and things like that. So that is a huge benefit here
18:07
So that is a huge benefit here in my opinion. Um now we’ve
18:07
in my opinion. Um now we’ve been using this for eight or 9
18:09
been using this for eight or 9 years, and this is something
18:10
years, and this is something that we’ve we’ve learned uh
18:12
that we’ve we’ve learned uh throughout the way so we got
18:13
throughout the way so we got square foot of lawn Square.
18:15
square foot of lawn Square. Foot of home uh driving and now
18:17
Foot of home uh driving and now we have lawn mowing or home
18:20
we have lawn mowing or home cleaning man minutes, and we
18:21
cleaning man minutes, and we can base on those areas. So the
18:23
can base on those areas. So the next thing we’re gonna do is
18:23
next thing we’re gonna do is we’re gonna go in the essay and
18:24
we’re gonna go in the essay and show you where the sheet
18:26
show you where the sheet actually lines up. so I’m gonna
18:28
actually lines up. so I’m gonna go into the gear icon and go to
18:32
go into the gear icon and go to custom fields. So we’re doing
18:34
custom fields. So we’re doing this for a reason we build our
18:36
this for a reason we build our custom field. First, we build
18:37
custom field. First, we build our services. We build our
18:40
our services. We build our estimate uh documents your
18:43
estimate uh documents your email document and acceptance
18:44
email document and acceptance email and then you build your
18:45
email and then you build your template and you suck in your
18:46
template and you suck in your document in there and now you
18:49
document in there and now you have a full complete uh setup.
18:51
have a full complete uh setup. So first thing you wanna do is
18:52
So first thing you wanna do is go right from our simple growth
18:56
go right from our simple growth blueprint and get our custom
18:57
blueprint and get our custom field of true square footage
18:59
field of true square footage Home Square footage drive time
19:00
Home Square footage drive time zone or lawn mowing man minute.
19:03
zone or lawn mowing man minute. So what you’re gonna do is go
19:04
So what you’re gonna do is go in um and I’m not gonna build
19:06
in um and I’m not gonna build this all out for time sake, but
19:07
this all out for time sake, but I’m just gonna show you on one
19:08
I’m just gonna show you on one service how you do it so you
19:09
service how you do it so you can manipulate or uh match it
19:11
can manipulate or uh match it then I’ve got something
19:12
then I’ve got something completely put together and I’m
19:13
completely put together and I’m gonna step through each step
19:13
gonna step through each step for about a minute or two, so
19:15
for about a minute or two, so you can see sequentially how
19:16
you can see sequentially how this builds and then we’re
19:18
this builds and then we’re gonna get into how to insert
19:20
gonna get into how to insert those pictures and videos so
19:20
those pictures and videos so I’m just gonna call. Lawn
19:22
I’m just gonna call. Lawn mowing, or I’m sorry per square
19:25
mowing, or I’m sorry per square footage.
19:28
footage. And the
19:31
square footage is. Associated
19:35
square footage is. Associated the customer and it is a number
19:37
the customer and it is a number so we can go in and build that
19:39
so we can go in and build that off of a mathematician. Now
19:42
off of a mathematician. Now we’ve hit seven new. I’ve
19:43
we’ve hit seven new. I’ve already got some in here so I’m
19:44
already got some in here so I’m not gonna make a duplicate, but
19:45
not gonna make a duplicate, but the idea is you first build all
19:46
the idea is you first build all your custom fields. Next thing
19:48
your custom fields. Next thing is we’re going into gear icon
19:50
is we’re going into gear icon once again and we’re gonna go
19:53
once again and we’re gonna go into services. I wanna give you
19:55
into services. I wanna give you the foundational pieces to make
19:56
the foundational pieces to make sure you’re doing this the
19:57
sure you’re doing this the right way and then we’re gonna
19:58
right way and then we’re gonna go into the video and the
20:00
go into the video and the pictures property specific um
20:02
pictures property specific um before we get to the top of the
20:03
before we get to the top of the hour here and then comes to
20:04
hour here and then comes to questions along the way just
20:05
questions along the way just let me know so next thing we’re
20:06
let me know so next thing we’re gonna go in and add. So, let’s
20:09
gonna go in and add. So, let’s see we’re bringing in that lawn
20:10
see we’re bringing in that lawn mowing or that home cleaning.
20:13
mowing or that home cleaning. so I’m gonna put it in here as
20:16
so I’m gonna put it in here as lawn mowing. And for time, I’m
20:19
lawn mowing. And for time, I’m gonna go in and put this in as
20:21
gonna go in and put this in as a code cuz that’s required now
20:23
a code cuz that’s required now if you’re creating snow
20:24
if you’re creating snow services getting the time of
20:25
services getting the time of year showing snow dispatcher
20:27
year showing snow dispatcher here needs to be checked. Uh
20:30
here needs to be checked. Uh promote is gonna be per unit.
20:31
promote is gonna be per unit. We’re gonna type out an
20:32
We’re gonna type out an estimate description. We’re
20:34
estimate description. We’re gonna select any account
20:35
gonna select any account maintenance services and if you
20:36
maintenance services and if you use classes and QuickBooks,
20:38
use classes and QuickBooks, this is a summer account
20:39
this is a summer account probably now under estimates we
20:41
probably now under estimates we type in the description. This
20:43
type in the description. This is what’s gonna show on the
20:44
is what’s gonna show on the estimate. Final thing is rate
20:46
estimate. Final thing is rate matrix so calculation and
20:47
matrix so calculation and quantity rate times visits and
20:48
quantity rate times visits and based on the. Field of Square
20:52
based on the. Field of Square footage. And then we’re taking
20:56
footage. And then we’re taking our mates here from one to 5000
21:00
our mates here from one to 5000 these five cells now the matrix
21:01
these five cells now the matrix here is very important because
21:04
here is very important because the blueprint shows us what to
21:05
the blueprint shows us what to build inside essay. so we’re
21:07
build inside essay. so we’re gonna build it first and check
21:08
gonna build it first and check it and then transfer it over
21:09
it and then transfer it over service Autopilot very similar
21:11
service Autopilot very similar to building a house. You’re not
21:12
to building a house. You’re not gonna build a house without a
21:13
gonna build a house without a blueprint. You’re not gonna put
21:14
blueprint. You’re not gonna put random doors and windows
21:15
random doors and windows everywhere. Well here you don’t
21:16
everywhere. Well here you don’t wanna build the estimate in my
21:18
wanna build the estimate in my opinion the matrix without a
21:20
opinion the matrix without a blueprint so if you’re building
21:22
blueprint so if you’re building this yourself take this
21:23
this yourself take this template and recreate it. This
21:24
template and recreate it. This is gonna help you it looks like
21:25
is gonna help you it looks like an extra step. The positive
21:27
an extra step. The positive part is here whether you’re
21:28
part is here whether you’re working with simple growth as a
21:30
working with simple growth as a certified adviser, You’re doing
21:31
certified adviser, You’re doing the self is 12 months from now,
21:32
the self is 12 months from now, I’m pretty sure you’re not
21:33
I’m pretty sure you’re not gonna remember exactly how you
21:34
gonna remember exactly how you made your price. you can go
21:36
made your price. you can go back to the sheet and see
21:37
back to the sheet and see exactly I was charging fifty
21:38
exactly I was charging fifty bucks an hour. My cost per hour
21:40
bucks an hour. My cost per hour is thirty-six and these were my
21:42
is thirty-six and these were my assumptions now if we went in
21:44
assumptions now if we went in and changed our expense per
21:45
and changed our expense per hour next year and move that to
21:47
hour next year and move that to thirty-eight. Watch your
21:48
thirty-eight. Watch your expense of 3240 now jumps up to
21:51
expense of 3240 now jumps up to 3420 so by changing that one
21:53
3420 so by changing that one the sheet tells you what you
21:54
the sheet tells you what you need to do to. Update your
21:57
need to do to. Update your matrix each year in service
21:59
matrix each year in service Autopilot, Very helpful. Uh I’m
22:02
Autopilot, Very helpful. Uh I’m gonna take this five cells here
22:03
gonna take this five cells here and basically put them right
22:04
and basically put them right here. so I’m gonna say from one
22:06
here. so I’m gonna say from one to 5000 square feet It’s
22:09
to 5000 square feet It’s forty-five Bucks and that’s the
22:11
forty-five Bucks and that’s the same up here now at the .9
22:12
same up here now at the .9 budgeted hours, it’s based on
22:14
budgeted hours, it’s based on one person the system will
22:15
one person the system will calculate if you have a two or
22:16
calculate if you have a two or three person, crew and 3240 for
22:18
three person, crew and 3240 for your break even cost. so I’m
22:20
your break even cost. so I’m gonna put in my .9 and thirty
22:24
gonna put in my .9 and thirty to forty then every. Thousand
22:26
to forty then every. Thousand square feet over my 5000 here
22:31
square feet over my 5000 here here these five cells
22:34
here these five cells automatically line up is $9
22:35
automatically line up is $9 more .18 man hours, and it cost
22:37
more .18 man hours, and it cost of 6.8.
22:43
What we would do here. I’m not
22:45
What we would do here. I’m not gonna save that for these
22:46
gonna save that for these purposes, but what we can do
22:47
purposes, but what we can do now is is go in and save and
22:49
now is is go in and save and that’s created our master
22:52
that’s created our master service. So there’s a parent
22:53
service. So there’s a parent and child service relationship
22:54
and child service relationship here so the next thing we wanna
22:55
here so the next thing we wanna do then is I’m gonna go into
22:58
do then is I’m gonna go into the example of drive time. So
23:03
the example of drive time. So this is a child service of the
23:05
this is a child service of the mowing, so what we’re gonna do
23:07
mowing, so what we’re gonna do is go in and add a service. If
23:12
is go in and add a service. If we can get to it and drop this
23:14
we can get to it and drop this in here now we’re gonna add a
23:16
in here now we’re gonna add a child service so this is gonna
23:17
child service so this is gonna be right off the blueprint
23:19
be right off the blueprint lawn.
23:23
When we drive time zone one now
23:28
When we drive time zone one now instead of having to fill out
23:29
instead of having to fill out the code and invoice
23:30
the code and invoice description and also what I’m
23:31
description and also what I’m gonna do is go in and select my
23:34
gonna do is go in and select my lawn mowing service. Obviously
23:35
lawn mowing service. Obviously it’s a pest account. You’ve
23:36
it’s a pest account. You’ve never had this many duplicates,
23:38
never had this many duplicates, but I got my lawn mowing
23:40
but I got my lawn mowing service now if I make that
23:42
service now if I make that parent service and I say only
23:43
parent service and I say only in estimates here it compresses
23:46
in estimates here it compresses it down. so I don’t have to
23:46
it down. so I don’t have to worry about any of that because
23:48
worry about any of that because the customer never gonna see
23:48
the customer never gonna see it. This is your invisible
23:50
it. This is your invisible estimating checklist now under
23:51
estimating checklist now under rate matrix you. Thing we wanna
23:54
rate matrix you. Thing we wanna go in time, visit custom field
23:57
go in time, visit custom field of uh drive time zone one. I’m
24:00
of uh drive time zone one. I’m just gonna use the multi
24:01
just gonna use the multi example, but the same thing is
24:03
example, but the same thing is right off the or the simple
24:05
right off the or the simple growth blueprint here one to
24:07
growth blueprint here one to one so every trip is a dollar
24:09
one so every trip is a dollar 67.03 man hours and the cost of
24:12
67.03 man hours and the cost of dollar twenty so same thing
24:14
dollar twenty so same thing from every trip is a dollar.
24:20
67 go back to our blueprint,
24:24
67 go back to our blueprint, .03 and one 2003 120, and then
24:28
.03 and one 2003 120, and then at the one-to-one relationship
24:30
at the one-to-one relationship every trip is the same, and
24:31
every trip is the same, and we’re gonna plug that in and
24:32
we’re gonna plug that in and once again, if you’re not sure
24:34
once again, if you’re not sure what to put in there you go
24:36
what to put in there you go right back to your simple
24:37
right back to your simple blueprint. That’s all on the
24:38
blueprint. That’s all on the here. So what we’re doing is
24:40
here. So what we’re doing is we’re creating a lot of the
24:41
we’re creating a lot of the features and functions of
24:42
features and functions of service Autopilot and creating
24:43
service Autopilot and creating a systematic workflow. That’s
24:45
a systematic workflow. That’s predictable it can be delegated
24:46
predictable it can be delegated in any industry That’s. Success
24:49
in any industry That’s. Success in my lawn care company, as
24:50
in my lawn care company, as well as to several hundred,
24:52
well as to several hundred, we’ve helped set these things
24:53
we’ve helped set these things up by all means. watch this
24:54
up by all means. watch this video and you can do it
24:56
video and you can do it yourself um but if you need
24:57
yourself um but if you need some help we’re here. but the
24:58
some help we’re here. but the idea is we want to go in and
25:00
idea is we want to go in and create a predictable workflow.
25:01
create a predictable workflow. This is how we’ve done it now
25:04
This is how we’ve done it now last thing that you need to do
25:05
last thing that you need to do as a quick review, then we’re
25:07
as a quick review, then we’re getting into this estimate Dock
25:09
getting into this estimate Dock for pictures and videos is now
25:11
for pictures and videos is now you’ve got your custom field
25:12
you’ve got your custom field built. you’ve got your service
25:13
built. you’ve got your service built without a matrix with the
25:15
built without a matrix with the matrix. I’m sorry and you have
25:16
matrix. I’m sorry and you have your child services such as
25:18
your child services such as time or disposal fees. Um we’re
25:20
time or disposal fees. Um we’re gonna go. Now in under the gear
25:24
gonna go. Now in under the gear icon documents, so I’m just
25:27
icon documents, so I’m just gonna type in Bob, it’s a
25:28
gonna type in Bob, it’s a systematic part, so you’ve got
25:30
systematic part, so you’ve got three parts here so I’m gonna
25:31
three parts here so I’m gonna use a little Picasso here on
25:34
use a little Picasso here on this paper but You’ve got three
25:39
this paper but You’ve got three parts here that are going to
25:41
parts here that are going to play together and you’ve got
25:45
play together and you’ve got the estimate. Email you’ve got
25:47
the estimate. Email you’ve got the document and the acceptance
25:48
the document and the acceptance email What happens here is this
25:49
email What happens here is this one fires off with the link
25:52
one fires off with the link they click on it and it goes
25:53
they click on it and it goes in. they open up the app. We’re
25:55
in. they open up the app. We’re gonna put your pictures and
25:56
gonna put your pictures and your videos and then when they
25:57
your videos and then when they accept that estimate they go in
25:59
accept that estimate they go in here and they get it automated
26:00
here and they get it automated email it says. Thanks for
26:01
email it says. Thanks for accepting our service now where
26:03
accepting our service now where this all plays into is you
26:05
this all plays into is you have.
26:09
A template and your template
26:12
A template and your template here is going to give us the
26:14
here is going to give us the ability in a minute to select
26:15
ability in a minute to select this chain of documents that
26:16
this chain of documents that are already connected. so we’re
26:18
are already connected. so we’re avoiding steps along the way
26:19
avoiding steps along the way they’re manual and when we load
26:21
they’re manual and when we load that template all your services
26:23
that template all your services are loaded. So what we’re doing
26:24
are loaded. So what we’re doing is first sequentially. we need
26:27
is first sequentially. we need to have our email as a document
26:28
to have our email as a document and acceptance email because
26:30
and acceptance email because when we go to build our
26:31
when we go to build our template, we need to insert
26:32
template, we need to insert that in and have them already
26:34
that in and have them already created so what we’re gonna do
26:35
created so what we’re gonna do is go in um and I’m just gonna
26:37
is go in um and I’m just gonna pull up. If you’re working with
26:40
pull up. If you’re working with simple growth already, you
26:42
simple growth already, you search the word simple growth
26:43
search the word simple growth are all loaded under there, but
26:44
are all loaded under there, but we’ve had this preset.
26:46
we’ve had this preset. Obviously, this wasn’t a pre
26:47
Obviously, this wasn’t a pre planned uh training essay
26:49
planned uh training essay weekly, but um you know it is
26:50
weekly, but um you know it is what it is. We’ve gotta keep
26:52
what it is. We’ve gotta keep going here. so we’ve got a
26:54
going here. so we’ve got a client email. So this is the
26:56
client email. So this is the email that is sent to the
26:58
email that is sent to the client with a proposal link in
27:00
client with a proposal link in it. This is an email subject
27:04
it. This is an email subject line on the bottom now when we
27:05
line on the bottom now when we go and hit edit you’ve got some
27:07
go and hit edit you’ve got some documents here um that we’ve
27:08
documents here um that we’ve already. But the idea you’ll
27:11
already. But the idea you’ll get the idea is we’ve got um
27:13
get the idea is we’ve got um the logo some context and then
27:15
the logo some context and then this is a clickable quote link
27:17
this is a clickable quote link that can be found under merge
27:18
that can be found under merge tags and it’s underestimate
27:19
tags and it’s underestimate link or quote link that will
27:22
link or quote link that will dynamically insert a link to
27:24
dynamically insert a link to get to the estimate document.
27:26
get to the estimate document. We’re gonna be inserting a
27:27
We’re gonna be inserting a picture in a property specific
27:29
picture in a property specific video here in a second, but
27:29
video here in a second, but that’s the first step your next
27:32
that’s the first step your next step is a estimate uh.
27:36
step is a estimate uh. Acceptance email So once again,
27:37
Acceptance email So once again, I’m gonna go back in here and
27:39
I’m gonna go back in here and just pull up under simple
27:41
just pull up under simple growth um this year and it’s a
27:44
growth um this year and it’s a certified adviser through some
27:45
certified adviser through some testing and Redding for essay.
27:46
testing and Redding for essay. uh this is kinda what we’ve
27:48
uh this is kinda what we’ve been doing here so the
27:48
been doing here so the acceptance email is an email
27:51
acceptance email is an email that automatically fires off
27:52
that automatically fires off when the estimates accepted.
27:55
when the estimates accepted. Now you need to make the
27:55
Now you need to make the estimate, email first and the
27:57
estimate, email first and the acceptance email first because
27:58
acceptance email first because we need to connect them to the
27:59
we need to connect them to the estimate document Email subject
28:01
estimate document Email subject line is thank you and when we
28:03
line is thank you and when we go in there and it literally
28:03
go in there and it literally just says hey, uh we’ll be
28:04
just says hey, uh we’ll be reaching out. Accepting the
28:06
reaching out. Accepting the estimate as you scroll down,
28:08
estimate as you scroll down, you can filter in through type
28:10
you can filter in through type as well and this is estimates
28:13
as well and this is estimates so that’s another way to make
28:15
so that’s another way to make sure you have an estimate
28:17
sure you have an estimate document but if you go in there
28:21
document but if you go in there we have our uh let’s see our
28:23
we have our uh let’s see our snow contract. We’ll take a
28:26
snow contract. We’ll take a look at that one. What we’ve
28:26
look at that one. What we’ve done is the estimate. Email
28:27
done is the estimate. Email right here is connected to the
28:29
right here is connected to the estimate. Email we just made in
28:31
estimate. Email we just made in the confirmation email is the
28:32
the confirmation email is the acceptance email. We’ve need to
28:34
acceptance email. We’ve need to connect those two for a
28:35
connect those two for a seamless uh interaction
28:37
seamless uh interaction otherwise, it’s not gonna work
28:38
otherwise, it’s not gonna work and you’re gonna have some
28:39
and you’re gonna have some manual steps in between. so
28:40
manual steps in between. so we’re not teaching features and
28:40
we’re not teaching features and function. The service autopilot
28:43
function. The service autopilot today we’re teaching workflow
28:44
today we’re teaching workflow and then how to go in and
28:46
and then how to go in and especially um personalize those
28:48
especially um personalize those estimates with videos and
28:49
estimates with videos and pictures property specific, but
28:50
pictures property specific, but we need to get the document the
28:54
we need to get the document the standardization of that done
28:55
standardization of that done first before we can go in and
28:57
first before we can go in and customize it per client. This
28:58
customize it per client. This is gonna create speed and
29:00
is gonna create speed and efficiency. so we’ve got our
29:02
efficiency. so we’ve got our estimate. We’ve got our logo We
29:03
estimate. We’ve got our logo We have our dynamic content also
29:06
have our dynamic content also called grid under the Gear icon
29:08
called grid under the Gear icon one of the same um just called
29:11
one of the same um just called something a little bit
29:12
something a little bit different and we’ve got some
29:13
different and we’ve got some verbiage here and then at the
29:14
verbiage here and then at the bottom. We have some other
29:16
bottom. We have some other videos we’ve embedded here.
29:18
videos we’ve embedded here. Standard highly recommend these
29:19
Standard highly recommend these videos Sure Marcus Sharon of
29:21
videos Sure Marcus Sharon of the They ask you answer and the
29:22
the They ask you answer and the sales line will be talking
29:24
sales line will be talking about this uh especially in
29:25
about this uh especially in this talk at SH twenty, but
29:27
this talk at SH twenty, but this is something we’ve been
29:29
this is something we’ve been doing in my company very
29:29
doing in my company very similar to Marcus was doing in
29:31
similar to Marcus was doing in river pools and spas the last
29:32
river pools and spas the last probably seven or 8 years, but
29:34
probably seven or 8 years, but these videos will play live
29:35
these videos will play live right inside the service,
29:36
right inside the service, Autopilot Dock so not only do
29:37
Autopilot Dock so not only do you want to create property
29:40
you want to create property specific videos and pictures in
29:41
specific videos and pictures in the estimate but have two three
29:43
the estimate but have two three maybe four five in. Nine of
29:46
maybe four five in. Nine of your core services and talk
29:47
your core services and talk about what’s included what’s
29:49
about what’s included what’s not included in overcoming
29:50
not included in overcoming those sales and price
29:51
those sales and price objections is this your
29:52
objections is this your automated 24/7 estimator for
29:55
automated 24/7 estimator for you and then at the bottom here
29:57
you and then at the bottom here there’s a there’s a line of
29:58
there’s a there’s a line of code with that line of code is
30:01
code with that line of code is literally is when we’re going
30:02
literally is when we’re going in and we’re hitting merge. it
30:05
in and we’re hitting merge. it is our signature line.
30:12
Man let me pull that up. Right
30:16
Man let me pull that up. Right here signature line you click
30:17
here signature line you click that you can insert that piece
30:19
that you can insert that piece of code and that’s where they
30:20
of code and that’s where they can sign electronically and
30:21
can sign electronically and accept online. Um I’m not gonna
30:23
accept online. Um I’m not gonna do anything to this document so
30:25
do anything to this document so I don’t screw it up, but those
30:26
I don’t screw it up, but those are the main things you need to
30:28
are the main things you need to do and have your email your
30:30
do and have your email your email and your acceptance email
30:33
email and your acceptance email connected to this under the
30:33
connected to this under the settings. Now the final part is
30:36
settings. Now the final part is we wanna create a template that
30:37
we wanna create a template that pulls all the services in and
30:38
pulls all the services in and then we’re gonna pull up this
30:39
then we’re gonna pull up this document. I’m gonna show you
30:40
document. I’m gonna show you how to customize the picture
30:41
how to customize the picture and the video per specific uh
30:44
and the video per specific uh property. so we’re gonna go.
30:46
property. so we’re gonna go. And hit job as a template.
30:54
And add a template.
31:00
And actually, I probably not
31:01
And actually, I probably not gonna save this, but you would
31:01
gonna save this, but you would put a description under this
31:03
put a description under this show when creating I would say
31:04
show when creating I would say both jobs and estimates it
31:06
both jobs and estimates it opens up another area to select
31:08
opens up another area to select the documents. So this is the
31:09
the documents. So this is the document that we just need and
31:11
document that we just need and that is what’s gonna allow us
31:15
that is what’s gonna allow us to uh merge merge in the email
31:18
to uh merge merge in the email as a document and template and
31:21
as a document and template and then under item we’re gonna go
31:23
then under item we’re gonna go in and put our lawn mowing or
31:28
in and put our lawn mowing or our home cleaning and. That um
31:32
our home cleaning and. That um we can put our lawn mowing man.
31:38
And actually, I’m gonna do that
31:39
And actually, I’m gonna do that as a plus icon cuz this is
31:42
as a plus icon cuz this is gonna be a child service.
31:48
And we’ve included some default
31:50
And we’ve included some default drive times here so you’ll
31:51
drive times here so you’ll actually see this on the
31:52
actually see this on the example. I’m gonna show you
31:53
example. I’m gonna show you that the idea is we can pump in
31:55
that the idea is we can pump in how many minutes like 45
31:57
how many minutes like 45 minutes is forty-five Bucks or
31:59
minutes is forty-five Bucks or let’s say 60 minutes 5512. So
32:04
let’s say 60 minutes 5512. So it’s a price of budget time and
32:07
it’s a price of budget time and cost so I’m going to zero that
32:08
cost so I’m going to zero that out cuz on the template
32:10
out cuz on the template whatever is left in the temple
32:12
whatever is left in the temple pre default in, but the idea is
32:14
pre default in, but the idea is we’ve got our parent service
32:15
we’ve got our parent service and then our child’s view and
32:16
and then our child’s view and only estimates here below that
32:18
only estimates here below that these are the drive times.
32:19
these are the drive times. you’ll see that. so that’s the
32:20
you’ll see that. so that’s the idea of. Once we’ve done that
32:22
idea of. Once we’ve done that we’re saving clothes, we’re
32:23
we’re saving clothes, we’re gonna create an estimate
32:24
gonna create an estimate process now, so I’m gonna go
32:26
process now, so I’m gonna go into one. We’ve already built
32:27
into one. We’ve already built just for speed here, but the
32:28
just for speed here, but the idea is we’re gonna go in and
32:29
idea is we’re gonna go in and add a lead home cleaning lawn
32:33
add a lead home cleaning lawn care doesn’t matter. I’m gonna
32:33
care doesn’t matter. I’m gonna put our old tester in here.
32:41
Put an address in.
32:49
Code So this is what’s
32:51
Code So this is what’s happening if they are calling
32:53
happening if they are calling your office and you are
32:54
your office and you are entering this in as an admin in
32:56
entering this in as an admin in the office, otherwise if they
32:57
the office, otherwise if they come off a vtwo or vthree form
32:59
come off a vtwo or vthree form with the proper sayings will
33:01
with the proper sayings will automatically enter in the
33:02
automatically enter in the service, Autopilot and the no
33:03
service, Autopilot and the no double entry highly recommend
33:04
double entry highly recommend the vthree form that is show
33:06
the vthree form that is show ready in my opinion that’s
33:07
ready in my opinion that’s gonna do a duplicate. check for
33:09
gonna do a duplicate. check for you. uh we’re gonna enter in
33:10
you. uh we’re gonna enter in our email of the potential
33:13
our email of the potential lead.
33:20
And we wanna enter the
33:23
And we wanna enter the cellphone the things you wanna
33:24
cellphone the things you wanna pay attention to is under
33:26
pay attention to is under details. count type residential
33:30
details. count type residential or commercial sales. How do
33:31
or commercial sales. How do they hear about us? so we can
33:33
they hear about us? so we can track that. I’m gonna say they
33:34
track that. I’m gonna say they came from Canvasing door
33:35
came from Canvasing door hangers and I’m gonna say that
33:37
hangers and I’m gonna say that now that leads uh committed it
33:39
now that leads uh committed it does do checking obviously this
33:40
does do checking obviously this is our favorite uh place to do
33:42
is our favorite uh place to do some testing on for continues
33:43
some testing on for continues to do in this scenario. We’re
33:45
to do in this scenario. We’re gonna create this estimate and
33:47
gonna create this estimate and we’re gonna create this
33:48
we’re gonna create this property specific pricing,
33:49
property specific pricing, pictures and videos here in a
33:51
pictures and videos here in a second as well. so we wanna go
33:52
second as well. so we wanna go into the. Area and measure the
33:55
into the. Area and measure the property to grab a square
33:56
property to grab a square footage to create an automated
33:59
footage to create an automated production rate based estimate.
34:05
Now, if you are doing this in
34:07
Now, if you are doing this in person, I still recommend
34:09
person, I still recommend measuring it online for
34:11
measuring it online for accuracy and speed and then.
34:16
accuracy and speed and then. Anything else that needs to be
34:18
Anything else that needs to be measured you’re using an
34:20
measured you’re using an on-site estimate form that data
34:22
on-site estimate form that data in there and creating um the
34:23
in there and creating um the videos and pictures as you’re
34:25
videos and pictures as you’re walking around the property. So
34:26
walking around the property. So we’re gonna highlight that in
34:27
we’re gonna highlight that in there, I’m gonna label that
34:28
there, I’m gonna label that turf.
34:32
Color it so every time we pull
34:34
Color it so every time we pull it up. We know what we measured
34:36
it up. We know what we measured to save custom field. You’ll
34:39
to save custom field. You’ll never have this many but once
34:41
never have this many but once you get there, we go to church
34:42
you get there, we go to church square footage and that was
34:45
square footage and that was that custom field right off the
34:46
that custom field right off the essay blueprint here the
34:47
essay blueprint here the service Autopilot blueprint for
34:49
service Autopilot blueprint for turf or home square footage now
34:53
turf or home square footage now next thing we’re doing is we go
34:54
next thing we’re doing is we go to a for auto auto assist in
34:57
to a for auto auto assist in your mobile predominantly in
34:58
your mobile predominantly in your mobile and we’re gonna be
35:00
your mobile and we’re gonna be able to go in now and pull this
35:02
able to go in now and pull this up. so we’re gonna pull it up
35:03
up. so we’re gonna pull it up in. Our phone is we’re walking
35:06
in. Our phone is we’re walking around. We’re gonna use uh the
35:08
around. We’re gonna use uh the video and picture in your phone
35:09
video and picture in your phone as well, our tablet to make
35:10
as well, our tablet to make this happen first step is we
35:12
this happen first step is we measure online. Then we go on
35:14
measure online. Then we go on property walk out of your car
35:15
property walk out of your car truck or in the house and we’re
35:16
truck or in the house and we’re gonna use our on-site estimate
35:18
gonna use our on-site estimate form and once that loads we’re
35:19
form and once that loads we’re gonna use the on-site estimate
35:20
gonna use the on-site estimate form to collect the rest of the
35:23
form to collect the rest of the data that we may need so long
35:27
data that we may need so long square footage we’ve already
35:28
square footage we’ve already covered if I’m doing a mulch
35:30
covered if I’m doing a mulch job and I want it to be three
35:32
job and I want it to be three inches in depth. I’m gonna say,
35:33
inches in depth. I’m gonna say, Oh, we just measure that bed.
35:35
Oh, we just measure that bed. It’s 500 square feet. And the
35:37
It’s 500 square feet. And the mulch bed for weeding is
35:39
mulch bed for weeding is another 500 square feet so
35:41
another 500 square feet so walking around and getting the
35:42
walking around and getting the data in our phone or tablet,
35:43
data in our phone or tablet, and then we’re gonna take the
35:43
and then we’re gonna take the pictures and videos and get
35:45
pictures and videos and get them in the estimate. So drive
35:48
them in the estimate. So drive time trips like I said at one
35:49
time trips like I said at one to one or could be two trips,
35:50
to one or could be two trips, Maybe there’s so much mulch. We
35:51
Maybe there’s so much mulch. We can’t fit it in our truck or
35:52
can’t fit it in our truck or trailer so I’m gonna go twice
35:54
trailer so I’m gonna go twice and shrub pruning. I’m gonna
35:56
and shrub pruning. I’m gonna say number of large small
35:57
say number of large small medium in our shrubs so large
35:59
medium in our shrubs so large there’s two shrubs between six
36:00
there’s two shrubs between six and ten feet. There is let’s
36:04
and ten feet. There is let’s say eight shrubs between six
36:05
say eight shrubs between six and less than ten and less than
36:09
and less than ten and less than three feet. There’s twenty and
36:11
three feet. There’s twenty and he’s with without a ladder.
36:12
he’s with without a ladder. Maybe there’s none. We leave a
36:13
Maybe there’s none. We leave a blank, but we can also put a
36:14
blank, but we can also put a thing uh note in here uh does
36:17
thing uh note in here uh does not. Include. I and East lot
36:23
not. Include. I and East lot line, maybe that’s the
36:24
line, maybe that’s the neighbors. We’re spelling that
36:25
neighbors. We’re spelling that out this is automatically gonna
36:26
out this is automatically gonna merge in the estimate without
36:28
merge in the estimate without you you forgetting to put it in
36:29
you you forgetting to put it in and we’re gonna scroll down and
36:32
and we’re gonna scroll down and hit submit now. The next step
36:34
hit submit now. The next step is we’re pulling out our phone
36:37
is we’re pulling out our phone and going in and creating the
36:39
and going in and creating the uh videos and pictures of
36:41
uh videos and pictures of property now uh hard to see if
36:42
property now uh hard to see if you can see it on here. I’ve
36:43
you can see it on here. I’ve got that little red icon. It’s
36:47
got that little red icon. It’s YouTube studio. You’re gonna
36:48
YouTube studio. You’re gonna want YouTube studio off the app
36:50
want YouTube studio off the app Store What that’s gonna allow
36:51
Store What that’s gonna allow you to do is. A video from your
36:53
you to do is. A video from your phone upload it to YouTube
36:55
phone upload it to YouTube channel and put it private or
36:56
channel and put it private or unlisted, and we can take that
36:58
unlisted, and we can take that YouTube video and insert it
37:00
YouTube video and insert it inside your essay estimate
37:01
inside your essay estimate property specific per client, I
37:03
property specific per client, I would create some kind of
37:04
would create some kind of naming convention as you start
37:05
naming convention as you start to add the volume of videos,
37:07
to add the volume of videos, but that’s gonna be important.
37:08
but that’s gonna be important. You got the YouTube uh that
37:10
You got the YouTube uh that little red icon YouTube creator
37:12
little red icon YouTube creator Studio app, and that’s gonna
37:13
Studio app, and that’s gonna allow you to avoid using those
37:14
allow you to avoid using those third party uh softwares. So
37:16
third party uh softwares. So next thing we’re doing is we’re
37:17
next thing we’re doing is we’re going into a estimates so we’ve
37:19
going into a estimates so we’ve measured it online. We’ve
37:20
measured it online. We’ve walked around the property.
37:21
walked around the property. We’ve taken our pictures. We’ve
37:23
We’ve taken our pictures. We’ve taken our video and we’ve
37:25
taken our video and we’ve created our estimate. So as
37:28
created our estimate. So as we’re going in here we just
37:31
we’re going in here we just refresh out of this I forgot to
37:34
refresh out of this I forgot to click out of my form. At an
37:38
click out of my form. At an estimate so now, if you’re on
37:39
estimate so now, if you’re on site um you’re probably gonna
37:42
site um you’re probably gonna wanna have a cheap Chromebook
37:43
wanna have a cheap Chromebook or a tablet uh or even in your
37:45
or a tablet uh or even in your mobile but uh for this gonna be
37:47
mobile but uh for this gonna be easier with a laptop to do
37:48
easier with a laptop to do this. so we’re gonna add an
37:50
this. so we’re gonna add an estimate everything we’ve
37:51
estimate everything we’ve measured on site or through the
37:53
measured on site or through the satellites gonna merge in here
37:54
satellites gonna merge in here so estimate document is not
37:56
so estimate document is not gonna have to be selected when
37:59
gonna have to be selected when we go we go in. gonna select
38:00
we go we go in. gonna select the template and that’s gonna
38:01
the template and that’s gonna bring in everything we’ve done
38:02
bring in everything we’ve done already. so we’re recreating
38:03
already. so we’re recreating the work we’ve created a
38:05
the work we’ve created a predictable workflow so you can
38:06
predictable workflow so you can ask for an email with the link.
38:07
ask for an email with the link. Ask them a document. An
38:09
Ask them a document. An estimate email and the template
38:11
estimate email and the template loads all the services that
38:12
loads all the services that we’ve already loaded in as
38:13
we’ve already loaded in as well. so we’re gonna go and hit
38:14
well. so we’re gonna go and hit template and that on-site
38:15
template and that on-site estimate form can be customized
38:17
estimate form can be customized for home cleaning as well or
38:18
for home cleaning as well or pest control. Um so it’s it’s
38:21
pest control. Um so it’s it’s really you know whatever you
38:22
really you know whatever you think you know whatever your
38:23
think you know whatever your industry is at work. so I’m
38:25
industry is at work. so I’m gonna grab my um lead document
38:27
gonna grab my um lead document here and that’s gonna pull in
38:29
here and that’s gonna pull in all the services. This one was
38:30
all the services. This one was really identical to um the
38:32
really identical to um the example here it already built
38:33
example here it already built it, but I’m gonna do is go in
38:34
it, but I’m gonna do is go in on the fly here and add in uh
38:37
on the fly here and add in uh lawn mowing man minutes. See
38:40
lawn mowing man minutes. See what that looks like um now you
38:42
what that looks like um now you would already have this built
38:44
would already have this built in here um. And another thing
38:48
in here um. And another thing to make sure is don’t have the
38:49
to make sure is don’t have the little checkbox checks. so I
38:51
little checkbox checks. so I just duplicated everything in
38:53
just duplicated everything in here, but that’s okay. Facebook
38:56
here, but that’s okay. Facebook live. I will fix it. Alright.
38:58
live. I will fix it. Alright. So now we have all our drive
38:59
So now we have all our drive time zones. I have 9700 square
39:01
time zones. I have 9700 square feet. It’s giving me a price of
39:02
feet. It’s giving me a price of $30 .4 man hours and a cost of
39:05
$30 .4 man hours and a cost of 1476 and I don’t copy the
39:07
1476 and I don’t copy the pricing cuz this is obviously
39:09
pricing cuz this is obviously fictitious. It’s a test
39:09
fictitious. It’s a test account. Uh I’m gonna say we’re
39:10
account. Uh I’m gonna say we’re driving to this one drive time
39:12
driving to this one drive time zone. so I’m gonna put the
39:12
zone. so I’m gonna put the number one in there and that’s
39:13
number one in there and that’s gonna calculate a price budget
39:16
gonna calculate a price budget of time and cost. And I’m gonna
39:20
of time and cost. And I’m gonna go in the lawn mowing man
39:21
go in the lawn mowing man minute. So let’s just say I was
39:23
minute. So let’s just say I was looking at that yard and I
39:25
looking at that yard and I thought it was gonna take 45
39:26
thought it was gonna take 45 minutes. I put forty-five in
39:28
minutes. I put forty-five in there on the site. This would
39:30
there on the site. This would have automatically came in, but
39:31
have automatically came in, but let’s say I said it was maybe
39:33
let’s say I said it was maybe 60 minutes an hour. so what
39:36
60 minutes an hour. so what we’ve done here is this is your
39:38
we’ve done here is this is your estimating versus production
39:40
estimating versus production rates so you can have your
39:41
rates so you can have your production right here of thirty
39:42
production right here of thirty based on the production rate
39:44
based on the production rate and then based on how long you
39:46
and then based on how long you think it’s gonna take the
39:46
think it’s gonna take the sheets saying it you should
39:47
sheets saying it you should try. $55.12 based on your
39:50
try. $55.12 based on your hourly goal so so now you can a
39:54
hourly goal so so now you can a comparison of production versus
39:56
comparison of production versus minutes based on what’s in your
39:57
minutes based on what’s in your head. Um so I’m gonna zero this
39:59
head. Um so I’m gonna zero this out, but that’s that’s how that
40:00
out, but that’s that’s how that plays um and that’s a pretty
40:02
plays um and that’s a pretty cool stepping stone that essay
40:04
cool stepping stone that essay um if you build it in the
40:06
um if you build it in the workflow that we recommend can
40:07
workflow that we recommend can do that for you. So I’m gonna
40:08
do that for you. So I’m gonna draft a quote. I’m gonna scroll
40:11
draft a quote. I’m gonna scroll down to my shrub pruning all
40:12
down to my shrub pruning all the numbers from the on-site
40:13
the numbers from the on-site estimate form came in. I’m
40:14
estimate form came in. I’m gonna hit draft to quote and
40:16
gonna hit draft to quote and I’m gonna add drive time in. So
40:20
I’m gonna add drive time in. So it’s a $289, shrub, trimming
40:23
it’s a $289, shrub, trimming and the property specific notes
40:24
and the property specific notes that we’re not providing the
40:26
that we’re not providing the Hera is already merged in. so
40:28
Hera is already merged in. so we’re covered there now. the
40:29
we’re covered there now. the final step is to go down and
40:31
final step is to go down and save now you’re probably asking
40:33
save now you’re probably asking me Mike The headline of this
40:35
me Mike The headline of this video is property specific
40:36
video is property specific pictures and videos in an
40:38
pictures and videos in an estimate to close more sales,
40:40
estimate to close more sales, although we’ve shown you how to
40:41
although we’ve shown you how to set it up and standardize it so
40:42
set it up and standardize it so literally all we have to do is
40:44
literally all we have to do is measure it go out and set up
40:45
measure it go out and set up our videos and pictures and use
40:47
our videos and pictures and use our on-site estimate form. So
40:49
our on-site estimate form. So we have that. And that’s in our
40:52
we have that. And that’s in our computer now and we’ve gone to
40:54
computer now and we’ve gone to YouTube and use the YouTube
40:55
YouTube and use the YouTube creator uh studio right here.
40:58
creator uh studio right here. It’s that little red icon. We
41:01
It’s that little red icon. We downloaded that now we’re gonna
41:03
downloaded that now we’re gonna go in instead of emailing it
41:05
go in instead of emailing it immediately We wanna go in and
41:06
immediately We wanna go in and edit this is how we have a
41:08
edit this is how we have a one-off edition. um so I’m
41:10
one-off edition. um so I’m really excited about Marcus
41:11
really excited about Marcus talk about this. I’m not gonna
41:12
talk about this. I’m not gonna go into too much detail and
41:13
go into too much detail and theory on it um but I think
41:15
theory on it um but I think it’s gonna be a great talk but
41:17
it’s gonna be a great talk but after you see Marcus talk or
41:19
after you see Marcus talk or you hopefully uh. Excited about
41:21
you hopefully uh. Excited about seeing this talk here on the
41:23
seeing this talk here on the essay weekly um you wanna be
41:26
essay weekly um you wanna be able to go down here and scroll
41:28
able to go down here and scroll down. Any edit and this is only
41:34
down. Any edit and this is only property specific, so this is
41:36
property specific, so this is my estimate template so first
41:37
my estimate template so first thing you wanna do is go and
41:39
thing you wanna do is go and delete your estimate template
41:40
delete your estimate template for best practice cuz that will
41:42
for best practice cuz that will get broken, sometimes and
41:44
get broken, sometimes and select your estimate template.
41:48
select your estimate template. And then we’re gonna go into
41:50
And then we’re gonna go into rose and we’re gonna drop in
41:53
rose and we’re gonna drop in two of them.
41:57
And we’re gonna go to content
41:59
And we’re gonna go to content and the first one. Actually may
42:01
and the first one. Actually may actually drop two of these in
42:03
actually drop two of these in here hold on a minute.
42:06
here hold on a minute. So I’m
42:06
So I’m gonna just put some text
42:08
So I’m gonna just put some text in here so you can kinda get
42:08
in here so you can kinda get the idea of what we’re doing
42:11
the idea of what we’re doing quickly.
42:16
Crappy um picture. Details.
42:21
Crappy um picture. Details. You’re watching this none of
42:22
You’re watching this none of this was pre-planned. I
42:23
this was pre-planned. I apologize if it’s going a
42:25
apologize if it’s going a little bit longer than in
42:27
little bit longer than in participated but um you will
42:30
participated but um you will definitely get the idea then.
42:35
We are going in.
42:42
And adding a note I already
42:45
And adding a note I already have it. nope. I want one more
42:48
have it. nope. I want one more I wanna take my content take my
42:50
I wanna take my content take my text.
42:59
Estimate. Video. What we’re
43:02
Estimate. Video. What we’re doing if you just join us or
43:04
doing if you just join us or we’re creating property
43:06
we’re creating property specific uh pictures and videos
43:08
specific uh pictures and videos breach property that we
43:09
breach property that we actually go out and ask inside
43:10
actually go out and ask inside service autopilot. um we’re
43:12
service autopilot. um we’re teaching a workflow to and I’m
43:13
teaching a workflow to and I’m I’m pretty excited cuz this is
43:14
I’m pretty excited cuz this is gonna close more sales in your
43:16
gonna close more sales in your sales process If you stick to
43:18
sales process If you stick to it that I definitely guarantee
43:19
it that I definitely guarantee so next thing we’re doing now
43:20
so next thing we’re doing now is we’re going into the content
43:23
is we’re going into the content area and we’re gonna grab the
43:24
area and we’re gonna grab the image particular in here so I
43:27
image particular in here so I believe in this press, I
43:28
believe in this press, I already have some property
43:30
already have some property specific pictures for that.
43:32
specific pictures for that. Right here, I’ve got the
43:34
Right here, I’ve got the service area the area where we
43:35
service area the area where we are servicing. so let’s say, in
43:36
are servicing. so let’s say, in this example, we’re only
43:38
this example, we’re only servicing the front yard so I
43:40
servicing the front yard so I can say service area one number
43:41
can say service area one number two and we can take that right
43:42
two and we can take that right out of smart maps or maps, pro
43:45
out of smart maps or maps, pro and use and use a called J or
43:47
and use and use a called J or snag it to mark that up uh or
43:50
snag it to mark that up uh or you can be on site and taking
43:52
you can be on site and taking property specific pictures of
43:53
property specific pictures of it in the actual yard, but
43:54
it in the actual yard, but either way we’ve created a
43:56
either way we’ve created a property picture detail of the
43:58
property picture detail of the services now, if we’re out
44:00
services now, if we’re out there with our phone, we’re
44:01
there with our phone, we’re gonna take the video and then
44:02
gonna take the video and then we’re going to YouTube creator
44:04
we’re going to YouTube creator and uploading it marketing. it
44:05
and uploading it marketing. it is private or uh. Hidden and
44:09
is private or uh. Hidden and we’re gonna go into the content
44:11
we’re gonna go into the content area of the document editor
44:13
area of the document editor editor and pull over the
44:19
HTMLfive. got a video here. uh
44:23
HTMLfive. got a video here. uh where I was doing, I was doing
44:25
where I was doing, I was doing some. And I was doing some
44:30
some. And I was doing some training on how to go out and
44:33
training on how to go out and and basically maintain a
44:35
and basically maintain a property. so this was internal
44:36
property. so this was internal training that we did for our
44:37
training that we did for our team, but imagine you were at
44:39
team, but imagine you were at this property and you were
44:41
this property and you were talking about not necessarily
44:42
talking about not necessarily with equipment but how you’re
44:44
with equipment but how you’re going to maintain this in the
44:45
going to maintain this in the specific issues or things that
44:46
specific issues or things that you were doing differently and
44:47
you were doing differently and creating a higher perceived
44:49
creating a higher perceived value. so you take this
44:51
value. so you take this property specific um play here
44:54
property specific um play here and you’re talking about maybe
44:55
and you’re talking about maybe the bed and how you’re pruning
44:57
the bed and how you’re pruning the beds and in certain things
44:58
the beds and in certain things and we’re taking this property.
45:00
and we’re taking this property. Specific video that’s unlisted
45:01
Specific video that’s unlisted now and you’ve uploaded from
45:03
now and you’ve uploaded from your phone from the YouTube
45:04
your phone from the YouTube app. We’re gonna go in and hit
45:05
app. We’re gonna go in and hit share. We’re gonna go to bed
45:08
share. We’re gonna go to bed and we’re gonna copy the
45:27
HTMLfive. It’s probably. Kick
45:29
HTMLfive. It’s probably. Kick you out of the estimate we
45:31
you out of the estimate we gotta open it back up, but
45:32
gotta open it back up, but that’s okay and we’re gonna
45:34
that’s okay and we’re gonna close it. do you wanna say
45:35
close it. do you wanna say before or leaving? yes we do
45:38
before or leaving? yes we do and this is not gonna override
45:40
and this is not gonna override the document and all all the
45:41
the document and all all the work we’ve already done is is
45:43
work we’ve already done is is only for that particular
45:44
only for that particular estimate here. so you’re gonna
45:45
estimate here. so you’re gonna wanna open that back back up uh
45:47
wanna open that back back up uh when you’re in the
45:54
HTMLfive. gone and inserted
45:57
HTMLfive. gone and inserted property specific pictures and
45:59
property specific pictures and videos in the estimate uh we’re
45:59
videos in the estimate uh we’re gonna go in and. Preview it
46:02
gonna go in and. Preview it just to make sure and then
46:03
just to make sure and then we’ll email it out and wrap the
46:05
we’ll email it out and wrap the video how to actually go about
46:07
video how to actually go about and close this loop.
46:13
Do not wanna send it to sent
46:15
Do not wanna send it to sent and we’re gonna send this out
46:17
and we’re gonna send this out um and I’ll show you what the
46:19
um and I’ll show you what the rest looks like.
46:23
In our Pdf preview of this will
46:25
In our Pdf preview of this will be coming up in a minute and
46:26
be coming up in a minute and then we’re gonna go out and
46:28
then we’re gonna go out and email this.
46:36
So here is our Pdf preview.
46:39
So here is our Pdf preview. Everything’s in here our quote
46:42
Everything’s in here our quote our picture and our playable
46:44
our picture and our playable video So last thing to do is go
46:46
video So last thing to do is go in email the template email
46:48
in email the template email loads that we’ve built first
46:49
loads that we’ve built first step. I ask them an email with
46:51
step. I ask them an email with link we hit send goes to the
46:52
link we hit send goes to the client’s email They open it up.
46:54
client’s email They open it up. They’re gonna click the link
46:56
They’re gonna click the link open up the estimate accept it
46:57
open up the estimate accept it and then you ask them.
46:57
and then you ask them. acceptance comes up. so I’m
46:58
acceptance comes up. so I’m gonna go on my other screen
47:00
gonna go on my other screen really quickly pull up my email
47:01
really quickly pull up my email showed it looks like on the
47:03
showed it looks like on the client’s end uh and then.
47:08
Uh we will go from there.
47:22
Alright, so as I pull it over
47:24
Alright, so as I pull it over this is out of my email inbox
47:27
this is out of my email inbox Hands lawn care go care go in.
47:29
Hands lawn care go care go in. view your proposal and now we
47:31
view your proposal and now we have an estimate that’s
47:33
have an estimate that’s property specific with a
47:34
property specific with a picture and a video to create
47:38
picture and a video to create more perceived value overcome
47:39
more perceived value overcome any sales or price objections.
47:41
any sales or price objections. They’re gonna click lawn
47:42
They’re gonna click lawn mowing. Scroll down to accept
47:44
mowing. Scroll down to accept it. I’ve got a generic video
47:46
it. I’ve got a generic video that explains the service of
47:48
that explains the service of lawn mowing in there already.
47:51
lawn mowing in there already. Shrub pruning special job notes
47:54
Shrub pruning special job notes now property specific pricing
47:56
now property specific pricing for service area for that
47:58
for service area for that picture and video detail so
48:02
picture and video detail so huge wins Community essay
48:04
huge wins Community essay Weekly Talk show Mike Callahan
48:06
Weekly Talk show Mike Callahan coming back at you next week
48:07
coming back at you next week with hopefully Tina service uh
48:10
with hopefully Tina service uh made for Tom and Lisa Marino
48:11
made for Tom and Lisa Marino and potentially Marcus Sheridan
48:13
and potentially Marcus Sheridan here in the next few weeks, so
48:14
here in the next few weeks, so we’ll see again as a weekly
48:15
we’ll see again as a weekly talk show 1 PM eastern 12 PM
48:18
talk show 1 PM eastern 12 PM Central flying by the seat of
48:19
Central flying by the seat of our pants today, but still
48:20
our pants today, but still bringing uh some solid value uh
48:23
bringing uh some solid value uh value and cutting edge
48:24
value and cutting edge techniques. How do you service
48:25
techniques. How do you service autopilot? To go out and insert
48:28
autopilot? To go out and insert property specific pictures and
48:30
property specific pictures and video and blow up your sales
48:32
video and blow up your sales process to finish up this
48:33
process to finish up this season, folks so comments
48:34
season, folks so comments questions drop below. We’ll see
48:35
questions drop below. We’ll see you again next week. Mike

Callahan’s Corner: Customizing A Single Estimate (one time) in Service Autopilot

Video Transcript

00:11
Welcome back to Callahan
00:12
Welcome back to Callahan corner, where you ask a
00:13
corner, where you ask a question we answered live right
00:15
question we answered live right here on Facebook So today’s
00:16
here on Facebook So today’s question submitted was how do I
00:18
question submitted was how do I go out and actually customize
00:20
go out and actually customize an estimate inside service
00:23
an estimate inside service Autopilot one time so if you’re
00:24
Autopilot one time so if you’re using service Autopilot, uh you
00:26
using service Autopilot, uh you probably are well aware of it.
00:27
probably are well aware of it. But if you’re not, I’m gonna
00:28
But if you’re not, I’m gonna break it down. uh there is such
00:30
break it down. uh there is such thing as an estimate template
00:31
thing as an estimate template now this template um connects
00:34
now this template um connects to an estimate document and
00:36
to an estimate document and estimate document is basically
00:38
estimate document is basically uh the verbiage on your
00:40
uh the verbiage on your contractor estimates. I’m gonna
00:41
contractor estimates. I’m gonna pop up the screen here in a
00:43
pop up the screen here in a minute and show you, but
00:43
minute and show you, but basically the idea is set it
00:45
basically the idea is set it and forget it situation. So. We
00:46
and forget it situation. So. We go in, we hit template it loads
00:48
go in, we hit template it loads our pricing template and it
00:50
our pricing template and it connects to a standardized
00:51
connects to a standardized documents. We do not have to go
00:52
documents. We do not have to go out into something like
00:53
out into something like Microsoft word and copy and
00:56
Microsoft word and copy and paste different things in there
00:56
paste different things in there it loads in every time it’s
00:58
it loads in every time it’s standardized and we can
00:59
standardized and we can delegate it so uh if you wanna
01:00
delegate it so uh if you wanna go in and actually customize
01:03
go in and actually customize that’s an easy play for a
01:04
that’s an easy play for a one-off scenario. so I’m gonna
01:06
one-off scenario. so I’m gonna pop the screen over here and
01:07
pop the screen over here and kinda show you so inside
01:09
kinda show you so inside service autopilot just to give
01:10
service autopilot just to give you some background. I wasn’t
01:11
you some background. I wasn’t really thinking about doing
01:12
really thinking about doing this, but I’ll kinda connect
01:13
this, but I’ll kinda connect the dots here so uh if we go
01:14
the dots here so uh if we go into the gear. Icon and go into
01:20
into the gear. Icon and go into documents the documents are
01:22
documents the documents are connected is an estimate email
01:23
connected is an estimate email so this email sends out the
01:25
so this email sends out the actual uh email with the link
01:26
actual uh email with the link in it that you can click on to
01:28
in it that you can click on to open up the estimate that opens
01:30
open up the estimate that opens up an estimate document and
01:32
up an estimate document and inside that estimate document
01:33
inside that estimate document is um an area that we call
01:36
is um an area that we call dynamic content. That’s where
01:37
dynamic content. That’s where the price is now. We can’t edit
01:39
the price is now. We can’t edit that um on the fly, but we
01:41
that um on the fly, but we cannot edit the rest of the
01:42
cannot edit the rest of the documents so if you’re working
01:44
documents so if you’re working with simple growth, uh we
01:45
with simple growth, uh we usually go. And build out your
01:49
usually go. And build out your estimate documents to the one
01:51
estimate documents to the one word simple growth. so if
01:52
word simple growth. so if you’re going in you can go in
01:53
you’re going in you can go in and see uh when we build it out
01:55
and see uh when we build it out now on this test, there’s a few
01:56
now on this test, there’s a few but in when you’re setting this
01:57
but in when you’re setting this up yourself, you should have
01:59
up yourself, you should have three key elements and estimate
02:00
three key elements and estimate email an estimate document and
02:03
email an estimate document and an acceptance email so this
02:04
an acceptance email so this client estimate email is the
02:05
client estimate email is the email that sends out the
02:08
email that sends out the estimate and when I hit edit
02:09
estimate and when I hit edit here, uh you’ll be able to see
02:11
here, uh you’ll be able to see what that looks like. but
02:12
what that looks like. but basically, this is an email
02:13
basically, this is an email that is fired off to your
02:15
that is fired off to your leader client and there’s a.
02:16
leader client and there’s a. Link that’s embedded in there
02:18
Link that’s embedded in there that they can click uh right
02:19
that they can click uh right here on this quote link. So
02:22
here on this quote link. So that’s the first part. We’re
02:25
that’s the first part. We’re sending the estimate out and
02:27
sending the estimate out and then the next part is the part
02:29
then the next part is the part that we’re talking about in
02:30
that we’re talking about in this video is our estimate
02:33
this video is our estimate document and now this estimate
02:35
document and now this estimate document here. um when you see
02:37
document here. um when you see it here is based underestimate
02:38
it here is based underestimate so I’m gonna go in and pull up.
02:42
so I’m gonna go in and pull up. Let’s do a snow plow contract,
02:44
Let’s do a snow plow contract, but this is the same for any
02:45
but this is the same for any industry uh but with the
02:46
industry uh but with the estimate does is it actually
02:48
estimate does is it actually estimate email here connects
02:50
estimate email here connects the email that we just show the
02:50
the email that we just show the estimate that goes out in that
02:52
estimate that goes out in that and there’s an estimate
02:54
and there’s an estimate confirmation. Email the part.
02:55
confirmation. Email the part. We’re looking is this estimate
02:56
We’re looking is this estimate document that we’re in how do
02:57
document that we’re in how do you customize this on the fly
02:58
you customize this on the fly So first you have to set it up
03:00
So first you have to set it up and standardize it and then I’m
03:02
and standardize it and then I’m gonna show you how to customize
03:03
gonna show you how to customize it on the fly for a particular
03:05
it on the fly for a particular client uh but the idea is you
03:06
client uh but the idea is you have an idea What is going on
03:10
have an idea What is going on here? We have this document.
03:12
here? We have this document. That we’ve created and then
03:13
That we’ve created and then this is where the pricing would
03:15
this is where the pricing would load and then we have our
03:17
load and then we have our contractor estimate verbiage
03:19
contractor estimate verbiage here. so all of this is going
03:21
here. so all of this is going to
03:25
be completely standard but what
03:27
be completely standard but what if we want customize that for
03:29
if we want customize that for particular estimates, so I’m
03:30
particular estimates, so I’m gonna go in and pull up a test
03:33
gonna go in and pull up a test client and create an estimate
03:34
client and create an estimate show you how to customize this
03:35
show you how to customize this on the fly. so we go in and hit
03:37
on the fly. so we go in and hit add an estimate and we’re gonna
03:39
add an estimate and we’re gonna select our template now the
03:41
select our template now the template itself loads all your
03:42
template itself loads all your services by default and That
03:45
services by default and That estimate document in so it’s
03:47
estimate document in so it’s avoiding two to three steps of
03:49
avoiding two to three steps of connecting documents and
03:50
connecting documents and templates um and it’s gonna
03:52
templates um and it’s gonna standardize that for you once
03:53
standardize that for you once again, we wanna standardize and
03:54
again, we wanna standardize and delegate so we’re gonna do is
03:56
delegate so we’re gonna do is go into templates here once it
03:59
go into templates here once it loads in select the template
04:01
loads in select the template for let’s say, lawn care or
04:02
for let’s say, lawn care or home clean, but the idea is all
04:04
home clean, but the idea is all our services would load now
04:07
our services would load now this test account. We’ve got
04:07
this test account. We’ve got quite a few. I’m gonna go into
04:09
quite a few. I’m gonna go into our lawn care leads estimate
04:12
our lawn care leads estimate template and based on the
04:13
template and based on the variables are already. It’s a
04:16
variables are already. It’s a 9400 square foot home
04:18
9400 square foot home fictitious who were charging
04:19
fictitious who were charging thirty bucks to cut it and I’m
04:19
thirty bucks to cut it and I’m gonna add our drive time in
04:21
gonna add our drive time in here as well. So this is gonna
04:22
here as well. So this is gonna be a $38 cut draft. a quote now
04:26
be a $38 cut draft. a quote now it’s live um and I’m also gonna
04:29
it’s live um and I’m also gonna go out and scroll down to
04:31
go out and scroll down to shrub. We’ve done small medium
04:33
shrub. We’ve done small medium large shrubs based on the size
04:35
large shrubs based on the size I’ll at our drive time in here
04:38
I’ll at our drive time in here so that is going to be a $308
04:41
so that is going to be a $308 shrub pings and the scroll to
04:42
shrub pings and the scroll to the bottom and hit see now
04:44
the bottom and hit see now traditionally with. Up and hit
04:46
traditionally with. Up and hit email if we don’t close them on
04:47
email if we don’t close them on the phone and that pulls up
04:51
the phone and that pulls up that email that we showed you
04:53
that email that we showed you with the link in it and it
04:53
with the link in it and it opens up the estimate document.
04:55
opens up the estimate document. What if we don’t want that
04:57
What if we don’t want that estimate document um to be
04:58
estimate document um to be standardized so we go into
05:00
standardized so we go into edit. We’re gonna pull the
05:01
edit. We’re gonna pull the standardized document, but this
05:03
standardized document, but this is where we can make on the fly
05:05
is where we can make on the fly changes for this one particular
05:06
changes for this one particular estimate on this one particular
05:08
estimate on this one particular leader client, so this is not
05:09
leader client, so this is not affecting everything we
05:11
affecting everything we standardize. It’s just for this
05:13
standardize. It’s just for this particular estimate on this
05:14
particular estimate on this particular client So once this
05:16
particular client So once this loads we have our document
05:18
loads we have our document editor here so. We wanted to
05:21
editor here so. We wanted to display the price differently.
05:22
display the price differently. we could pull in different
05:23
we could pull in different dynamic content. Maybe we
05:25
dynamic content. Maybe we wanted to go in and take the
05:29
wanted to go in and take the image um of a house. So maybe
05:31
image um of a house. So maybe we wanted to take the time um
05:33
we wanted to take the time um and I’m not recommending this
05:34
and I’m not recommending this but it is an interesting play,
05:36
but it is an interesting play, especially if you’re gonna um
05:39
especially if you’re gonna um watch uh essay thrive uh simple
05:42
watch uh essay thrive uh simple or service Autopilot virtual
05:44
or service Autopilot virtual conference Marcus Sheridan. If
05:45
conference Marcus Sheridan. If they ask you answer. Can we
05:46
they ask you answer. Can we talk about using video and
05:48
talk about using video and imagery in your sales process
05:50
imagery in your sales process so um kinda an. Idea here that
05:53
so um kinda an. Idea here that you could embed a picture of
05:55
you could embed a picture of the home or service that you’re
05:57
the home or service that you’re putting in here or let’s just
05:59
putting in here or let’s just say maybe we we wanted to go
06:01
say maybe we we wanted to go and insert a video so I’m gonna
06:04
and insert a video so I’m gonna pull up uh real quickly here on
06:07
pull up uh real quickly here on another screen um YouTube and
06:09
another screen um YouTube and see if I can pull up a quick
06:12
see if I can pull up a quick video here. And show you how
06:16
video here. And show you how you can actually embed a video
06:19
you can actually embed a video of a particular home uh in
06:22
of a particular home uh in there, so let’s just say. We’ve
06:27
there, so let’s just say. We’ve gone out.
06:30
gone out. And made
06:30
And made on site video of the
06:33
And made on site video of the estimate um so we could do is
06:35
estimate um so we could do is uh I’ll just take the video
06:36
uh I’ll just take the video here of uh Angela Brown
06:39
here of uh Angela Brown interview I
06:42
interview I video upload it to YouTube,
06:44
video upload it to YouTube, make it private settings or put
06:46
make it private settings or put it to a whiskey channel. that’s
06:47
it to a whiskey channel. that’s private and you would go to
06:50
private and you would go to share and go into in bed and
06:52
share and go into in bed and take this frame here of your
06:55
take this frame here of your individual property. So imagine
06:57
individual property. So imagine you went out to a house with
06:59
you went out to a house with your cellphone and you’re doing
07:00
your cellphone and you’re doing the estimate and you’re taking
07:02
the estimate and you’re taking a video of this. this estimate
07:03
a video of this. this estimate you’re narrating but you wanna
07:05
you’re narrating but you wanna add this to the actual uh
07:07
add this to the actual uh estimates so we can go in and
07:09
estimates so we can go in and instead of browsing and adding
07:11
instead of browsing and adding an image. Which we could so
07:14
an image. Which we could so actually that’s an interesting
07:15
actually that’s an interesting play as well. So if you went in
07:18
play as well. So if you went in and hit add an estimate uh I’ll
07:20
and hit add an estimate uh I’ll show you how to add the image
07:21
show you how to add the image and then add a video. so this
07:22
and then add a video. so this could play in a two or two or
07:24
could play in a two or two or three different ways to
07:25
three different ways to customize this on the fly. So
07:26
customize this on the fly. So we’re gonna add that estimate
07:28
we’re gonna add that estimate and uh show you how to add that
07:31
and uh show you how to add that in so first thing thing you’re
07:33
in so first thing thing you’re gonna get it once is hit
07:34
gonna get it once is hit templates, but we’re gonna
07:34
templates, but we’re gonna we’re gonna add a video and
07:35
we’re gonna add a video and we’re gonna add a picture of
07:37
we’re gonna add a picture of the property. We’re estimating
07:39
the property. We’re estimating on the fly to customize it one
07:41
on the fly to customize it one off for this client. so I’m
07:41
off for this client. so I’m gonna go in and. My estimate
07:45
gonna go in and. My estimate lead here and I’m gonna draft
07:50
lead here and I’m gonna draft my lawn mowing.
07:53
my lawn mowing. Once again
07:53
Once again and I’m gonna go
07:54
Once again and I’m gonna go down and do my shrub so
07:58
down and do my shrub so traditionally once you hit save
07:59
traditionally once you hit save once again, you hit the email
08:00
once again, you hit the email button an email out what if we
08:01
button an email out what if we wanna customize this on the fly
08:04
wanna customize this on the fly and add a picture of the
08:04
and add a picture of the estimate of the property,
08:06
estimate of the property, estimating and a video so the
08:07
estimating and a video so the idea would be as we go in now
08:10
idea would be as we go in now instead of emailing we hit edit
08:11
instead of emailing we hit edit this pulls off the document
08:13
this pulls off the document editor just for a single
08:13
editor just for a single estimate, and this is how we
08:15
estimate, and this is how we can actually go out and create
08:17
can actually go out and create a process around this. So this
08:18
a process around this. So this is actually a pretty cool idea
08:20
is actually a pretty cool idea once again, if you’re if you’re
08:21
once again, if you’re if you’re joining us to thrive. This is
08:22
joining us to thrive. This is something Marcus Sheridan is
08:23
something Marcus Sheridan is gonna be talking about so um
08:26
gonna be talking about so um pretty interesting idea here
08:28
pretty interesting idea here and I didn’t really think of it
08:29
and I didn’t really think of it till I got on this video so as
08:31
till I got on this video so as it’s taken a little longer but
08:32
it’s taken a little longer but we can go in and put it it and
08:34
we can go in and put it it and if we’d already loaded the
08:35
if we’d already loaded the image in the service, Autopilot
08:36
image in the service, Autopilot through our mobile app, we can
08:38
through our mobile app, we can go in the hips. And maybe we’re
08:42
go in the hips. And maybe we’re talking about here of the
08:43
talking about here of the service area in the square
08:45
service area in the square footage that we’re covering
08:46
footage that we’re covering obviously it’s kind of a
08:47
obviously it’s kind of a fictitious idea, but uh you get
08:49
fictitious idea, but uh you get the idea so service area one
08:51
the idea so service area one area two. We’re talking about
08:53
area two. We’re talking about the area that we’re servicing
08:54
the area that we’re servicing particular to this client and
08:56
particular to this client and we’re giving them a square
08:57
we’re giving them a square foot. they’re covering so you
08:58
foot. they’re covering so you could put that in now what if
08:59
could put that in now what if you wanted to put in a video
09:01
you wanted to put in a video and I really like that idea um
09:05
and I really like that idea um and I’m big on video.
09:05
and I’m big on video. obviously, so we we went in and
09:06
obviously, so we we went in and did an HTMLfive. YouTube and
09:12
did an HTMLfive. YouTube and uploaded this privately so it
09:13
uploaded this privately so it wasn’t public or on something
09:16
wasn’t public or on something like whiskey if we copied that
09:18
like whiskey if we copied that click in the HT block. Imagine
09:21
click in the HT block. Imagine that video is me walking around
09:22
that video is me walking around the house talking about the
09:24
the house talking about the estimate. And we could go and.
09:30
estimate. And we could go and. Leave the picture of it and the
09:32
Leave the picture of it and the video of you walking around the
09:33
video of you walking around the house. So now, this is a
09:35
house. So now, this is a customized estimate with
09:37
customized estimate with picture video of the specific
09:38
picture video of the specific property that you’re taking
09:40
property that you’re taking care of for um obviously I
09:41
care of for um obviously I recommend selling those gateway
09:42
recommend selling those gateway services over the phone and
09:44
services over the phone and closing quickly, but if you
09:45
closing quickly, but if you close this um ask them. yes, we
09:47
close this um ask them. yes, we wanna save this and now we’re
09:49
wanna save this and now we’re gonna email us out and show you
09:50
gonna email us out and show you what it looks like in a live
09:51
what it looks like in a live estimate for the client. Now
09:53
estimate for the client. Now that’s a one-off estimate um
09:55
that’s a one-off estimate um for that individual. so let’s
09:57
for that individual. so let’s go back into that estimate now
09:58
go back into that estimate now that we’ve saved it and email
09:59
that we’ve saved it and email that off. And you can see what
10:01
that off. And you can see what the final product is gonna look
10:02
the final product is gonna look like so how to customize your
10:05
like so how to customize your estimate document uh one off
10:06
estimate document uh one off whether it’s just text or not I
10:08
whether it’s just text or not I kinda took it to the next
10:09
kinda took it to the next level. I’ll show you how to
10:10
level. I’ll show you how to embed a video and picture of a
10:11
embed a video and picture of a property specific um so once
10:14
property specific um so once this loads here, we’re gonna go
10:15
this loads here, we’re gonna go in and email this out to
10:18
in and email this out to ourselves to show you what that
10:19
ourselves to show you what that looks like.
10:26
And that should be loading
10:27
And that should be loading let’s see if I didn’t uh see
10:30
let’s see if I didn’t uh see and it should be right here.
10:31
and it should be right here. Let’s pull that back up and
10:33
Let’s pull that back up and show you how to actually send
10:34
show you how to actually send that out.
10:39
So once this loads we’ve gone
10:40
So once this loads we’ve gone now and added a property
10:42
now and added a property specific picture and a property
10:44
specific picture and a property specific video. So we’re gonna
10:46
specific video. So we’re gonna do is just preview it really
10:48
do is just preview it really quickly and make sure
10:49
quickly and make sure everything loaded here working
10:50
everything loaded here working at home has been a little crazy
10:52
at home has been a little crazy with the internet speeds just
10:54
with the internet speeds just with all the kids in the
10:55
with all the kids in the neighborhood so um definitely
10:57
neighborhood so um definitely no reflection at service
10:58
no reflection at service Autopilot. We’ve been having
10:59
Autopilot. We’ve been having issues here all week with all
11:00
issues here all week with all the different softwares um but
11:02
the different softwares um but once again, you’ve got a
11:04
once again, you’ve got a property specific picture and a
11:05
property specific picture and a property specific video of you
11:07
property specific video of you potentially walking around uh
11:07
potentially walking around uh we’re gonna go out in our
11:08
we’re gonna go out in our email. That to myself and show
11:11
email. That to myself and show you what it looks like for the
11:12
you what it looks like for the client.
11:20
And we’re gonna send that and
11:23
And we’re gonna send that and quickly I’m gonna go on the
11:24
quickly I’m gonna go on the other screen to pull up my
11:25
other screen to pull up my email so you can see what the
11:26
email so you can see what the final product looks like of a
11:27
final product looks like of a one-off customized estimate
11:29
one-off customized estimate with picture of the property or
11:31
with picture of the property or servicing and a video of you
11:33
servicing and a video of you walking around potentially of
11:34
walking around potentially of this property. This will work
11:35
this property. This will work great for lawn care home,
11:36
great for lawn care home, cleaning or pest control for
11:37
cleaning or pest control for sure. uh it’s a personalized
11:40
sure. uh it’s a personalized emotional video of the actual
11:42
emotional video of the actual property that you’re taking
11:44
property that you’re taking care of. So I’m gonna pull this
11:48
care of. So I’m gonna pull this up here and show you but uh
11:50
up here and show you but uh Callahan’s corner. you ask the
11:50
Callahan’s corner. you ask the questions we answer them live
11:51
questions we answer them live right here on Facebook and this
11:53
right here on Facebook and this is how we uh we recommend
11:55
is how we uh we recommend customizing these estimates on
11:56
customizing these estimates on the fly. So here’s email that
12:00
the fly. So here’s email that is coming through. through. We
12:01
is coming through. through. We wanna go and view my proposal
12:04
wanna go and view my proposal and as advertise everything is
12:06
and as advertise everything is in there, property specific
12:09
in there, property specific pricing and a picture of the
12:12
pricing and a picture of the property that we’re servicing
12:12
property that we’re servicing and potentially if you use your
12:14
and potentially if you use your imagination, this could be a
12:15
imagination, this could be a video that plays live right in
12:17
video that plays live right in the estimate of you walking
12:18
the estimate of you walking around the specific property so
12:19
around the specific property so Callahan corner, you ask the
12:20
Callahan corner, you ask the questions we answer them live

Callahan’s Corner: Setting Up Snow Defaults in Service Autopilot

Video Transcript

00:01
Welcome back to Callahan
00:02
Welcome back to Callahan corner, where you ask the
00:03
corner, where you ask the questions and we answer some
00:04
questions and we answer some live right here on Facebook so
00:06
live right here on Facebook so one of the questions submitted
00:08
one of the questions submitted today was setting up the
00:10
today was setting up the foundational settings in
00:11
foundational settings in service Autopilot for on demand
00:13
service Autopilot for on demand job, basically known as snow
00:16
job, basically known as snow jobs. so when you’re out,
00:17
jobs. so when you’re out, plowing snow or removing ice,
00:18
plowing snow or removing ice, uh those jobs are traditionally
00:21
uh those jobs are traditionally on demand because when the job
00:23
on demand because when the job or the need happens, it’s on
00:25
or the need happens, it’s on demand, it’s not a readily
00:26
demand, it’s not a readily scheduled service so first
00:28
scheduled service so first thing we wanna do is jump in
00:29
thing we wanna do is jump in the service auto pilot. It’s
00:30
the service auto pilot. It’s gonna break it down here in 5
00:33
gonna break it down here in 5 minutes or less. Um so I’m
00:33
minutes or less. Um so I’m gonna show this. Stream here
00:36
gonna show this. Stream here and break this down, but
00:36
and break this down, but basically what we’re gonna do
00:38
basically what we’re gonna do is go inside service autopilot
00:40
is go inside service autopilot now if you have just started
00:42
now if you have just started using service autopilot or
00:43
using service autopilot or you’ve never used no
00:44
you’ve never used no dispatching before there’s some
00:46
dispatching before there’s some fun uh foundational things you
00:47
fun uh foundational things you really need to set up so the
00:48
really need to set up so the first thing you wanna do is go
00:50
first thing you wanna do is go in here to the gear icon and
00:52
in here to the gear icon and what we’re gonna do is go in
00:56
what we’re gonna do is go in under company information,
00:57
under company information, which is a little confusing for
00:59
which is a little confusing for most. Um you wouldn’t think
01:00
most. Um you wouldn’t think this would be in here but under
01:01
this would be in here but under company information, we’re
01:02
company information, we’re gonna go into the settings. Tab
01:04
gonna go into the settings. Tab the fourth tab all the way
01:06
the fourth tab all the way across the board here and we’re
01:08
across the board here and we’re gonna slide down and what we’re
01:09
gonna slide down and what we’re gonna do is enable snow and by
01:12
gonna do is enable snow and by clicking that it allows weather
01:14
clicking that it allows weather driven scheduling capabilities.
01:16
driven scheduling capabilities. So if that’s not on you will
01:17
So if that’s not on you will not see on demand. so once that
01:19
not see on demand. so once that is enabled under scheduling, we
01:22
is enabled under scheduling, we will have dispatch snow jobs.
01:25
will have dispatch snow jobs. so that’s how we actually turn
01:26
so that’s how we actually turn that on now, that’s the first
01:28
that on now, that’s the first of two parts that we need. so
01:29
of two parts that we need. so if you have any comments or
01:30
if you have any comments or questions in the live video or
01:31
questions in the live video or the recorded version happy to
01:32
the recorded version happy to answer those as well at
01:33
answer those as well at Kellyanne. But first thing we
01:35
Kellyanne. But first thing we need to do is go to gear icon
01:38
need to do is go to gear icon and go into your company
01:40
and go into your company information go to settings and
01:43
information go to settings and enable snow now to check that
01:45
enable snow now to check that we need to go to scheduling and
01:47
we need to go to scheduling and dispatch snow jobs. That’s the
01:49
dispatch snow jobs. That’s the first part to know that that’s
01:50
first part to know that that’s set up correctly. The second
01:51
set up correctly. The second part is when we go to the gear
01:55
part is when we go to the gear icon once again and going and
01:57
icon once again and going and dial to the service area we
02:01
dial to the service area we need to have a particular uh
02:02
need to have a particular uh area. check for. So jobs to
02:05
area. check for. So jobs to actually be enabled to actually
02:07
actually be enabled to actually be able to see them so if we go
02:08
be able to see them so if we go in and add a service the area
02:12
in and add a service the area here that says show in no
02:15
here that says show in no dispatch needs to be checked
02:17
dispatch needs to be checked now if that is not checked, it
02:18
now if that is not checked, it will not show up in the
02:21
will not show up in the on-demand section. so those are
02:23
on-demand section. so those are the two key parts that you need
02:25
the two key parts that you need to be aware of if you’re
02:27
to be aware of if you’re setting up snow services inside
02:28
setting up snow services inside service Autopilot. so that’s
02:31
service Autopilot. so that’s the foundational pieces if
02:32
the foundational pieces if you’re looking to learn. More
02:34
you’re looking to learn. More about uh snow scheduling inside
02:36
about uh snow scheduling inside service Autopilot service
02:38
service Autopilot service Autopilot created a three-part
02:39
Autopilot created a three-part webinar in addition, simple
02:42
webinar in addition, simple growth has several videos that
02:43
growth has several videos that breaks down the workflow and
02:45
breaks down the workflow and being in the third largest
02:47
being in the third largest snowflake or snowfall market in
02:49
snowflake or snowfall market in the United States in upstate
02:51
the United States in upstate Rochester, New York. Uh this is
02:53
Rochester, New York. Uh this is something we have done so if
02:54
something we have done so if you have any questions or
02:55
you have any questions or comments around snow removal on
02:58
comments around snow removal on how to actually utilize it
02:59
how to actually utilize it inside service Autopilot. we’re
03:01
inside service Autopilot. we’re happy to help uh if you check
03:02
happy to help uh if you check some previous videos, we’ve
03:03
some previous videos, we’ve actually broken down how to do
03:04
actually broken down how to do a per trip uh. Contract for
03:07
a per trip uh. Contract for estimates a unlimited contract
03:10
estimates a unlimited contract and as well as a uh retainer
03:12
and as well as a uh retainer with over so these are the
03:14
with over so these are the things we’ve broken down so far
03:15
things we’ve broken down so far coming up to the snow season
03:17
coming up to the snow season here so um any of the questions
03:20
here so um any of the questions around snow feel free to drop
03:21
around snow feel free to drop them in. We’ll have a callahan
03:22
them in. We’ll have a callahan corner of them, but Callahan’s
03:24
corner of them, but Callahan’s corner you ask the questions we
03:24
corner you ask the questions we answer them live right here on
03:26
answer them live right here on Facebook uh look forward to
03:28
Facebook uh look forward to seeing you again tomorrow and
03:31
seeing you again tomorrow and if you are in the service,
03:33
if you are in the service, Autopilot ecosystem or
03:34
Autopilot ecosystem or thinking. About getting into it
03:37
thinking. About getting into it or maybe not even using service
03:38
or maybe not even using service auto pilot, but you want to
03:40
auto pilot, but you want to learn from some of the experts
03:42
learn from some of the experts um pretty much on a national
03:44
um pretty much on a national basis Essay Thrive 2020 the
03:46
basis Essay Thrive 2020 the virtual summit. The service
03:48
virtual summit. The service Autopilot, is putting on
03:49
Autopilot, is putting on November 11th and twelfth. I’m
03:51
November 11th and twelfth. I’m gonna be speaking on the second
03:53
gonna be speaking on the second day. Bring it home uh one of
03:55
day. Bring it home uh one of the last talks the new way of
03:57
the last talks the new way of winning clients. Start the
03:59
winning clients. Start the conversation so little preview
04:00
conversation so little preview of my conversation that I’m
04:02
of my conversation that I’m gonna be having with the essay
04:04
gonna be having with the essay ecosystem here just finishing
04:05
ecosystem here just finishing up my slide getting ready to go
04:08
up my slide getting ready to go live for everyone uh in about a
04:10
live for everyone uh in about a month’s time, so we’ll see you
04:10
month’s time, so we’ll see you there. At uh the essay Thrive
04:15
there. At uh the essay Thrive 2020 virtual summit and
04:17
2020 virtual summit and hopefully at seven uh when
04:18
hopefully at seven uh when things clean up with covet next
04:20
things clean up with covet next November so questions drop
04:22
November so questions drop below Callahan corner You ask
04:24
below Callahan corner You ask the questions we answer them

SA Weekly Talk Show: What SA Looks Like 100% Set Up

Video Transcript

SA Weekly Talk Show: What Service Autopilot Looks Like 100% Set Up With a Workflow.

Video Transcript

00:03
Welcome back to the essay
00:03
Welcome back to the essay Weekly talk show Mike Callahan
00:05
Weekly talk show Mike Callahan here uh trying a third attempt
00:07
here uh trying a third attempt apologize about some of the
00:08
apologize about some of the delays of uh technical
00:09
delays of uh technical difficulties, but we are live
00:11
difficulties, but we are live and we’re talking about what a
00:12
and we’re talking about what a fully set up service Autopilot
00:14
fully set up service Autopilot looks like so whether you’ve
00:15
looks like so whether you’ve just bought service Autopilot,
00:16
just bought service Autopilot, you’ve had it several years or
00:17
you’ve had it several years or you’re looking out and buying a
00:19
you’re looking out and buying a CRM customer relationship
00:20
CRM customer relationship management software such as
00:22
management software such as service autopilot. uh we’re
00:22
service autopilot. uh we’re gonna go out and actually show
00:24
gonna go out and actually show you what this looks like fully
00:26
you what this looks like fully set up so looks like we are not
00:28
set up so looks like we are not having technical difficulties.
00:33
So if you have any comments
00:35
So if you have any comments questions drop below in the
00:35
questions drop below in the feed here um so without any
00:38
feed here um so without any delay, I’m gonna hop into this
00:38
delay, I’m gonna hop into this cuz we do have bit of a time
00:39
cuz we do have bit of a time crunch to get this all in now
00:40
crunch to get this all in now with the delay we already
00:40
with the delay we already experience with the blue screen
00:41
experience with the blue screen uh but it looks like we are
00:42
uh but it looks like we are good if you’re watching live
00:43
good if you’re watching live and you can hear me and things
00:45
and you can hear me and things look okay just make a comment
00:46
look okay just make a comment in there to make sure we are
00:48
in there to make sure we are okay Quick announcement next
00:50
okay Quick announcement next week. We’ve got Tina Service of
00:52
week. We’ve got Tina Service of made for time running two
00:54
made for time running two locations in two different
00:55
locations in two different states for home cleaning
00:56
states for home cleaning dropping some knowledge next
00:57
dropping some knowledge next week the following week we have
00:58
week the following week we have Lisa Marino from the service
01:00
Lisa Marino from the service Autopilot mark. Academy team
01:03
Autopilot mark. Academy team and then potentially 3 weeks
01:05
and then potentially 3 weeks from now we have Marcus
01:05
from now we have Marcus Sheridan of they ask you answer
01:06
Sheridan of they ask you answer the keynote speaker of Thrive,
01:09
the keynote speaker of Thrive, potentially join us on the
01:10
potentially join us on the weekly talk show, giving us a
01:11
weekly talk show, giving us a little warm up before the big
01:13
little warm up before the big event once again, if you
01:14
event once again, if you haven’t bought your tickets to
01:16
haven’t bought your tickets to thrive a new virtual event this
01:18
thrive a new virtual event this November make sure you get your
01:20
November make sure you get your special price tickets uh while
01:22
special price tickets uh while they still last so what I’m
01:24
they still last so what I’m gonna do is go out and perfect.
01:26
gonna do is go out and perfect. David says. You are okay this
01:27
David says. You are okay this time perfect so I am gonna give
01:29
time perfect so I am gonna give this to go. David get this in
01:30
this to go. David get this in the stream and we are in
01:33
the stream and we are in business. What could go wrong?
01:35
business. What could go wrong? Third time on Facebook so David
01:38
Third time on Facebook so David thanks again for the heads up
01:39
thanks again for the heads up brother. Um so, as we’re
01:40
brother. Um so, as we’re looking at this screen here,
01:41
looking at this screen here, I’m gonna be talking about what
01:41
I’m gonna be talking about what a fully set up service
01:42
a fully set up service Autopilot looks like lead
01:45
Autopilot looks like lead acquisition all the way through
01:47
acquisition all the way through Bill bill and fulfillment. so
01:48
Bill bill and fulfillment. so the first thing we’re looking
01:51
the first thing we’re looking at here is the estimate request
01:52
at here is the estimate request so whether you’re using version
01:54
so whether you’re using version two or three of service
01:55
two or three of service Autopilot, there’s some key
01:56
Autopilot, there’s some key things that I recommend as a
01:58
things that I recommend as a certified adviser and a 9 year
01:59
certified adviser and a 9 year plus user service Autopilot is
02:01
plus user service Autopilot is we need to go into marketing
02:03
we need to go into marketing forms and create a form. We’re
02:05
forms and create a form. We’re either gonna use the. Hosted
02:07
either gonna use the. Hosted version or maybe the strip
02:08
version or maybe the strip version where your webmaster
02:10
version where your webmaster can go in style that but the
02:12
can go in style that but the idea is this is going to be on
02:13
idea is this is going to be on your website. A person can
02:17
your website. A person can enter in their first name last
02:18
enter in their first name last name their service address what
02:19
name their service address what services they’re interested in
02:21
services they’re interested in and they’re gonna be
02:22
and they’re gonna be automatically entered in the
02:23
automatically entered in the service Autopilot with no
02:24
service Autopilot with no double entry and it’s going to
02:26
double entry and it’s going to alert someone in your office
02:27
alert someone in your office that they need an estimate in
02:29
that they need an estimate in addition, sounds obvious, but
02:30
addition, sounds obvious, but it’s going to be tracking the
02:31
it’s going to be tracking the sales source that came from
02:32
sales source that came from your website so foundationally
02:34
your website so foundationally we know how many leads came
02:35
we know how many leads came off.
02:39
Website and how many converted
02:39
Website and how many converted into an estimate we can get
02:41
into an estimate we can get some Roi in the Seo or maybe
02:44
some Roi in the Seo or maybe pay-per-click ads that you’re
02:45
pay-per-click ads that you’re putting in there The next thing
02:46
putting in there The next thing is on below that is if a client
02:48
is on below that is if a client calls or potential lead. We
02:49
calls or potential lead. We have a phone intake form or a
02:53
have a phone intake form or a process to get the client
02:54
process to get the client information into the system and
02:56
information into the system and a systematic predictable way.
02:57
a systematic predictable way. whether it’s someone in your
02:58
whether it’s someone in your office or virtual assistant
03:00
office or virtual assistant halfway around the world. so
03:01
halfway around the world. so we’re gonna go in after we go
03:02
we’re gonna go in after we go through the high level. I’m
03:04
through the high level. I’m actually gonna open up live in
03:05
actually gonna open up live in a service Autopilot test
03:06
a service Autopilot test account and show you what this
03:07
account and show you what this looks like fully implemented.
03:11
looks like fully implemented. In addition, we’re going and
03:12
In addition, we’re going and answering that call we’re
03:14
answering that call we’re getting missus Smith first name
03:15
getting missus Smith first name Last Name Service Address Email
03:18
Last Name Service Address Email phone number. How did you hear
03:19
phone number. How did you hear about it? So what we’ve done
03:21
about it? So what we’ve done Foundationally from the
03:21
Foundationally from the beginning of the call here,
03:23
beginning of the call here, whether it’s the website or the
03:24
whether it’s the website or the office as we know how many
03:26
office as we know how many people came from each
03:27
people came from each marketing. Source. Facebook ads
03:30
marketing. Source. Facebook ads door hangers whatever they are
03:31
door hangers whatever they are and now we can run reports in
03:33
and now we can run reports in the pre canned essay reports
03:35
the pre canned essay reports and run these sales lead
03:37
and run these sales lead reports. so we’ll know now not
03:39
reports. so we’ll know now not emotionally how many people
03:39
emotionally how many people came from each marketing.
03:41
came from each marketing. source. How many people came
03:42
source. How many people came from each customer referral?
03:45
from each customer referral? how many of those leads? Uh
03:48
how many of those leads? Uh converted into a client and
03:49
converted into a client and then once we have some data,
03:51
then once we have some data, we’ll be able to see what is
03:52
we’ll be able to see what is our client acquisition cost per
03:56
our client acquisition cost per client per marketing source and
04:01
client per marketing source and eventually what is the client
04:02
eventually what is the client lifetime value? So some
04:03
lifetime value? So some marketing sources are gonna be
04:04
marketing sources are gonna be defined winners and losers, or
04:05
defined winners and losers, or at least not as effective. so
04:05
at least not as effective. so we go out to build our
04:07
we go out to build our marketing plan for twenty-one.
04:08
marketing plan for twenty-one. That’s a report that we need to
04:10
That’s a report that we need to be looking at if you’ve been
04:11
be looking at if you’ve been tracking your sales sources if
04:12
tracking your sales sources if not now is the time to set up
04:15
not now is the time to set up those sales sources and the
04:17
those sales sources and the ability to track those
04:19
ability to track those marketing campaigns so we can
04:21
marketing campaigns so we can go out not emotionally. And
04:23
go out not emotionally. And scale our business based on the
04:23
scale our business based on the information that’s sitting in
04:27
information that’s sitting in service Autopilot now once we
04:29
service Autopilot now once we have the client in service
04:31
have the client in service Autopilot, we need to go and
04:33
Autopilot, we need to go and create an estimate and a lot of
04:34
create an estimate and a lot of people that go into a software
04:35
people that go into a software such as service Autopilot,
04:37
such as service Autopilot, Maybe very advanced and e are
04:39
Maybe very advanced and e are made just be starting out.
04:40
made just be starting out. Well. The good news is what we
04:42
Well. The good news is what we figured out as a certified
04:43
figured out as a certified adviser of service Autopilot is
04:47
adviser of service Autopilot is we can go in and set the system
04:49
we can go in and set the system up or you can set up yourself
04:50
up or you can set up yourself to grow. Based on your
04:53
to grow. Based on your estimating skill level, comfort
04:55
estimating skill level, comfort level so in my opinion, there’s
04:57
level so in my opinion, there’s three ways of estimating in any
04:59
three ways of estimating in any service business Um the first
05:01
service business Um the first one is one I don’t recommend
05:02
one is one I don’t recommend doing but a lot of us do we
05:03
doing but a lot of us do we first start out so that’s when
05:05
first start out so that’s when we go up to a yard. We’re home.
05:07
we go up to a yard. We’re home. We’re gonna clean and say based
05:08
We’re gonna clean and say based on my on my market. I feel that
05:11
on my on my market. I feel that the appropriate market price
05:12
the appropriate market price for this home is $45 to blow
05:15
for this home is $45 to blow and add the lawn or home
05:16
and add the lawn or home cleaning. Maybe it’s $150 for a
05:18
cleaning. Maybe it’s $150 for a weekly cleaning now, obviously
05:20
weekly cleaning now, obviously that’s not the way to estimate
05:21
that’s not the way to estimate but. Traditionally move for
05:23
but. Traditionally move for start on business. That’s the
05:25
start on business. That’s the way it happens The second step
05:27
way it happens The second step is estimating. I like to call
05:30
is estimating. I like to call it so you’re going up to the
05:32
it so you’re going up to the house and based on your
05:33
house and based on your experience you go and say,
05:34
experience you go and say, based on my experience, I think
05:36
based on my experience, I think it’s going to take X amount of
05:37
it’s going to take X amount of time to do it and multiply that
05:39
time to do it and multiply that by your hourly rate and that’s
05:40
by your hourly rate and that’s the price you charge if you
05:41
the price you charge if you went up to a yard and said, I
05:42
went up to a yard and said, I think it’s going to take me an
05:43
think it’s going to take me an hour to an edges lawn and my
05:45
hour to an edges lawn and my rate is $50 an hour you would
05:48
rate is $50 an hour you would be charging $50 an hour so
05:49
be charging $50 an hour so you’d be walking up with
05:50
you’d be walking up with something we call an onsite
05:51
something we call an onsite Aspen. On your mobile phone in
05:54
Aspen. On your mobile phone in the service, Autopilot app and
05:55
the service, Autopilot app and plugging in this data once you
05:57
plugging in this data once you put the date in um, I’m gonna
05:58
put the date in um, I’m gonna show you how that actually
06:00
show you how that actually works, but it’s gonna calculate
06:00
works, but it’s gonna calculate a price of budget time and a
06:02
a price of budget time and a cost before profits. So we’re
06:03
cost before profits. So we’re taking the emotions out of it
06:04
taking the emotions out of it now The third way of estimating
06:06
now The third way of estimating is obviously the preferred way
06:07
is obviously the preferred way it’s production rate based
06:09
it’s production rate based estimating so you if you
06:11
estimating so you if you already know how long it takes
06:12
already know how long it takes to blow an edge that lawn or
06:15
to blow an edge that lawn or clean that home based on the
06:16
clean that home based on the guys and girls on your team and
06:17
guys and girls on your team and the equipment that you’re
06:20
the equipment that you’re using, we can plug that in.
06:22
using, we can plug that in. Now, if you don’t know those
06:24
Now, if you don’t know those numbers, the beauty of service
06:28
numbers, the beauty of service Autopilot is when it’s fully
06:29
Autopilot is when it’s fully set up, I can run a report in
06:31
set up, I can run a report in three to 6 months if I’m
06:32
three to 6 months if I’m tracking my custom fields or
06:33
tracking my custom fields or job variable, so this will be
06:34
job variable, so this will be things such as turf square
06:36
things such as turf square footage or small medium and
06:37
footage or small medium and large shrubs are in home clean
06:39
large shrubs are in home clean and a livable cleanable square
06:40
and a livable cleanable square footage. We’re getting those
06:41
footage. We’re getting those custom fields of those jobs
06:42
custom fields of those jobs variables in and we’re tracking
06:42
variables in and we’re tracking once again with the mobile app,
06:44
once again with the mobile app, start and stop times we have
06:46
start and stop times we have non emotional data for your non
06:48
non emotional data for your non billable drive time with drive
06:49
billable drive time with drive time. Cost effect and we have
06:54
time. Cost effect and we have the start and stop time for
06:56
the start and stop time for every job so if we mow lawn
06:58
every job so if we mow lawn thirty times over the summer or
06:59
thirty times over the summer or if we clean a house 52 weeks a
07:00
if we clean a house 52 weeks a year over a weekly cleaning, we
07:03
year over a weekly cleaning, we can run a report and based on
07:05
can run a report and based on the square footage of the
07:06
the square footage of the mowing square footage, we can
07:08
mowing square footage, we can get an average production rate,
07:11
get an average production rate, so this is the parts of the
07:12
so this is the parts of the system as we build upon it that
07:13
system as we build upon it that we wanna understand so when
07:14
we wanna understand so when most people in my opinion by a
07:16
most people in my opinion by a software system, they’re
07:18
software system, they’re rushing to the left or the
07:19
rushing to the left or the right of the screen here um to
07:21
right of the screen here um to the. Dispatching the scheduling
07:23
the. Dispatching the scheduling and the billing, and we all
07:25
and the billing, and we all need to do that cuz we
07:26
need to do that cuz we obviously need to make money
07:27
obviously need to make money but the problem when you do
07:29
but the problem when you do that is you miss the foundation
07:32
that is you miss the foundation of building pieces to create a
07:32
of building pieces to create a fully implemented software
07:34
fully implemented software solution that can actually buy
07:36
solution that can actually buy time back and automate things
07:37
time back and automate things that create a delegation
07:38
that create a delegation process. So once you have your
07:39
process. So once you have your custom fields in there based on
07:40
custom fields in there based on time or production rates we go
07:42
time or production rates we go in and hit a button called add
07:44
in and hit a button called add an estimate a pre-built
07:46
an estimate a pre-built template would load all your
07:47
template would load all your services and based on the job
07:50
services and based on the job variables based on time or
07:53
variables based on time or production rate square footage.
07:54
production rate square footage. Number of units it will
07:55
Number of units it will automatically calculate a price
07:57
automatically calculate a price on your pricing based on your
07:58
on your pricing based on your pricing for the price the
07:59
pricing for the price the budget the time it cost before
08:00
budget the time it cost before profit all we’re gonna do
08:01
profit all we’re gonna do literally is go down and click
08:02
literally is go down and click draft to quote on the services
08:04
draft to quote on the services we want hit save try to close
08:05
we want hit save try to close them over the phone in person
08:07
them over the phone in person and if not we’re going in and
08:10
and if not we’re going in and emailing out it estimate and
08:11
emailing out it estimate and what happens is a pre templated
08:13
what happens is a pre templated email loads. It’s a set it and
08:15
email loads. It’s a set it and forget it process We emailed
08:16
forget it process We emailed out to our client and they’re
08:18
out to our client and they’re clicking a link uh to preview
08:19
clicking a link uh to preview the estimate and then what they
08:20
the estimate and then what they can do is check the. Boxes to
08:23
can do is check the. Boxes to select the service they want
08:24
select the service they want sign electronically and then a
08:29
sign electronically and then a automated email automatically
08:30
automated email automatically goes out to your new client
08:33
goes out to your new client acknowledging that we have seen
08:35
acknowledging that we have seen they’ve accepted the estimate.
08:36
they’ve accepted the estimate. We’re gonna hook up with them
08:38
We’re gonna hook up with them or call them to schedule that
08:39
or call them to schedule that service. so you can say we got
08:40
service. so you can say we got streamline approach now from
08:40
streamline approach now from lead acquisition to entering
08:41
lead acquisition to entering job variables, creating an
08:42
job variables, creating an estimate and emailing the
08:43
estimate and emailing the estimate out uh on top of this,
08:46
estimate out uh on top of this, we have some automated
08:47
we have some automated processes and I’m not gonna go
08:48
processes and I’m not gonna go into uh quite yet. But at this
08:50
into uh quite yet. But at this point we would have an
08:51
point we would have an automated process that we like
08:53
automated process that we like to call 20 days of close to
08:54
to call 20 days of close to follow up in each one of these
08:55
follow up in each one of these estimates now. Potentially we
08:58
estimates now. Potentially we really wanna win this estimate
08:59
really wanna win this estimate if we would lose the estimate
09:01
if we would lose the estimate we need to go any clothes that
09:02
we need to go any clothes that lead database hygiene and a lot
09:08
lead database hygiene and a lot a lot of times a business
09:09
a lot of times a business owners. We don’t think about
09:09
owners. We don’t think about these things. I tell you in the
09:12
these things. I tell you in the early years. I didn’t either
09:13
early years. I didn’t either but when we go in and close
09:14
but when we go in and close that lead out what that does
09:16
that lead out what that does is, it gives us a clean
09:17
is, it gives us a clean database and it shows us how
09:18
database and it shows us how many people can still actually
09:19
many people can still actually convert from a lead into a
09:20
convert from a lead into a paying client. Now the people
09:21
paying client. Now the people we close out, we can still talk
09:22
we close out, we can still talk to we can nurture and we can up
09:25
to we can nurture and we can up sell other services, but we
09:25
sell other services, but we gives us a very. Visual
09:28
gives us a very. Visual database to be able to see who
09:31
database to be able to see who could be a client who is not
09:34
could be a client who is not gonna become a client
09:35
gonna become a client immediately now if we win the
09:37
immediately now if we win the estimate, we’re gonna go in and
09:39
estimate, we’re gonna go in and I’m gonna recommend a 99% of
09:40
I’m gonna recommend a 99% of the uh services we’re going to
09:42
the uh services we’re going to schedule from the estimate now
09:43
schedule from the estimate now there’s two reasons in here,
09:45
there’s two reasons in here, first of which it is going to
09:48
first of which it is going to avoid a duplicate context. We
09:50
avoid a duplicate context. We don’t have missus Smith in the
09:51
don’t have missus Smith in the system as a lead and a client
09:53
system as a lead and a client in addition, if you go to
09:55
in addition, if you go to schedule a lead, the system
09:58
schedule a lead, the system will pop up a little bit and
10:00
will pop up a little bit and say hey Missus Smith is not a
10:02
say hey Missus Smith is not a client you need to convert her
10:04
client you need to convert her before you can. So that’s gonna
10:07
before you can. So that’s gonna be all the information whether
10:08
be all the information whether it’s priced budgeted time, cost
10:09
it’s priced budgeted time, cost or materials from your estimate
10:11
or materials from your estimate now is automatically being
10:12
now is automatically being pushed into your estimate.
10:14
pushed into your estimate. We’re avoiding double entry and
10:15
We’re avoiding double entry and creating a streamlined workflow
10:18
creating a streamlined workflow so traditionally uh once this
10:19
so traditionally uh once this is fully set up, I call the
10:21
is fully set up, I call the five to six screens of success
10:23
five to six screens of success through maybe seven or eight at
10:23
through maybe seven or eight at the high side. uh but the idea
10:25
the high side. uh but the idea is we’re teaching our office
10:27
is we’re teaching our office staff or if it’s just us in the
10:29
staff or if it’s just us in the field of the office, five or
10:30
field of the office, five or six steps of success that
10:31
six steps of success that repeatable for predictable
10:33
repeatable for predictable results. So at this point we’ve
10:34
results. So at this point we’ve got this. Estimate we’ve
10:36
got this. Estimate we’ve converted the lead into a
10:37
converted the lead into a client once again, that’s gonna
10:39
client once again, that’s gonna be another trigger for
10:40
be another trigger for reporting lead to client um
10:43
reporting lead to client um transition. We’re gonna
10:44
transition. We’re gonna schedule the work now in
10:45
schedule the work now in service auto pilot When it’s
10:47
service auto pilot When it’s fully set up, there are several
10:48
fully set up, there are several different ways to set up work.
10:51
different ways to set up work. First of which is a one-time
10:53
First of which is a one-time job, so we know the day it’s
10:54
job, so we know the day it’s happening so we go out and
10:55
happening so we go out and schedule it and we either route
10:57
schedule it and we either route it and Optimum optimization uh
10:59
it and Optimum optimization uh for drive time or if you’re
11:01
for drive time or if you’re cleaning, you’re putting it
11:02
cleaning, you’re putting it into an actual probably time
11:04
into an actual probably time slot the next thing is a
11:07
slot the next thing is a reoccurring schedule so we can
11:08
reoccurring schedule so we can go in and do a weekly bi-weekly
11:11
go in and do a weekly bi-weekly every 3 week every four-week
11:14
every 3 week every four-week reoccurring service the next
11:15
reoccurring service the next one after that is called a
11:16
one after that is called a waiting list job and the way
11:18
waiting list job and the way the some of the waiting list
11:19
the some of the waiting list job is the idea if we’re going
11:20
job is the idea if we’re going into the fall here for a fall
11:21
into the fall here for a fall cleanup fall cleanups maybe
11:22
cleanup fall cleanups maybe don’t. To be done tomorrow, but
11:24
don’t. To be done tomorrow, but they need to be done sometime
11:25
they need to be done sometime in the next 45 days, but what
11:26
in the next 45 days, but what that allows you to do is see a
11:28
that allows you to do is see a visual clue um on the map on
11:30
visual clue um on the map on the waiting list of all the
11:31
the waiting list of all the pins and we drag and drop and
11:35
pins and we drag and drop and optimize all the jobs in each
11:36
optimize all the jobs in each geographic area to minimize the
11:39
geographic area to minimize the non billable drive time if
11:41
non billable drive time if you’re running a fertilization,
11:42
you’re running a fertilization, weed control or pest control
11:43
weed control or pest control company and you have a call
11:45
company and you have a call back waiting list is going to
11:46
back waiting list is going to be key because we can grab that
11:46
be key because we can grab that one time call back and tuck it
11:47
one time call back and tuck it into a schedule when we’re
11:49
into a schedule when we’re already in that area. so we’re
11:50
already in that area. so we’re not driving halfway across time
11:51
not driving halfway across time to put. Fire out and then the
11:53
to put. Fire out and then the final part of scheduling is
11:55
final part of scheduling is going to be a package job. So
11:57
going to be a package job. So I’ve kind of talked about that
11:59
I’ve kind of talked about that because a package job is is
12:01
because a package job is is just it is your fertilization
12:03
just it is your fertilization and weed control the five or
12:04
and weed control the five or six step program or a bush and
12:06
six step program or a bush and bed package in the landscape
12:09
bed package in the landscape maintenance where we go out to
12:09
maintenance where we go out to the property once a month or
12:11
the property once a month or several times a year and we can
12:13
several times a year and we can go and schedule that off the
12:16
go and schedule that off the waiting list each round for
12:18
waiting list each round for optimization and then actually
12:21
optimization and then actually there is one more type of
12:21
there is one more type of scheduling getting into uh the
12:23
scheduling getting into uh the four-letter word that we all
12:24
four-letter word that we all don’t wanna talk about in the
12:24
don’t wanna talk about in the northeast so we have on. Jobs
12:26
northeast so we have on. Jobs and they’re just that they’re
12:28
and they’re just that they’re on demand and ready for when
12:30
on demand and ready for when snow and ice events hit so
12:32
snow and ice events hit so we’re gonna go and schedule the
12:33
we’re gonna go and schedule the work now as we scroll to the
12:36
work now as we scroll to the right here uh we’re going into
12:39
right here uh we’re going into route optimization so there is
12:41
route optimization so there is free optimization for 23 stops
12:43
free optimization for 23 stops that last through Google right
12:45
that last through Google right inside service Autopilot, 24 or
12:48
inside service Autopilot, 24 or more, there is several
12:50
more, there is several different um optimizations that
12:53
different um optimizations that are paid extremely cheap, but
12:55
are paid extremely cheap, but they will optimize the route
12:57
they will optimize the route from your shop through uh each
12:59
from your shop through uh each stop. Back to your shop um and
13:00
stop. Back to your shop um and then we can go in and click and
13:02
then we can go in and click and show the pins on the screen and
13:04
show the pins on the screen and optimize that order because no
13:06
optimize that order because no one knows your your area better
13:09
one knows your your area better than you um. So this is a quick
13:11
than you um. So this is a quick visual check before you
13:12
visual check before you actually go out and dispatch
13:14
actually go out and dispatch those jobs so now on the
13:14
those jobs so now on the dispatch board, this is where
13:15
dispatch board, this is where we get the cruise out in the
13:16
we get the cruise out in the mobiles are printed out. We get
13:17
mobiles are printed out. We get them live out there uh under
13:18
them live out there uh under the more tab on the upper right
13:19
the more tab on the upper right hand corner, you can go in and
13:21
hand corner, you can go in and adjust the cruise to the day
13:22
adjust the cruise to the day and this is important that any
13:23
and this is important that any of us ever have a no call no
13:24
of us ever have a no call no show employee or somebody who
13:25
show employee or somebody who calls in. But occasionally
13:29
calls in. But occasionally these crews do shift or maybe
13:29
these crews do shift or maybe we need to join two crews
13:32
we need to join two crews together for the day to get a
13:33
together for the day to get a big job done so literally by
13:34
big job done so literally by dragging and dropping those
13:35
dragging and dropping those crew assignments. We can go out
13:38
crew assignments. We can go out and adjust the cruise for the
13:38
and adjust the cruise for the day and what that’s gonna do is
13:39
day and what that’s gonna do is get you proper data in data out
13:41
get you proper data in data out the reporting so it’s gonna
13:42
the reporting so it’s gonna affect your payroll and your
13:43
affect your payroll and your job costing production rates um
13:45
job costing production rates um very simple take seconds, but
13:46
very simple take seconds, but those are the things we need to
13:47
those are the things we need to pay attention to for a fully
13:48
pay attention to for a fully set up workflow essay. Once
13:50
set up workflow essay. Once we’re good, we’re gonna either
13:52
we’re good, we’re gonna either print them or drop them live in
13:53
print them or drop them live in the mobile now your cruise out
13:56
the mobile now your cruise out either mowing lawns cleaning.
13:57
either mowing lawns cleaning. Whatever that is now at the end
13:58
Whatever that is now at the end of the day or the beginning of
14:00
of the day or the beginning of the next ideally before those
14:03
the next ideally before those crews go out, we’re going to
14:05
crews go out, we’re going to this closeout day and what
14:07
this closeout day and what we’re doing is just doing a
14:09
we’re doing is just doing a quick sanity. Check up Do all
14:12
quick sanity. Check up Do all the start and stop times make
14:14
the start and stop times make sense so occasionally a new
14:16
sense so occasionally a new user of service, autopilot and
14:16
user of service, autopilot and mobile in the field. We’ll get
14:17
mobile in the field. We’ll get all excited pull up to a house
14:20
all excited pull up to a house forget to clock in They’ll do
14:21
forget to clock in They’ll do the property and then as they
14:21
the property and then as they get back, they’ll clock in and
14:22
get back, they’ll clock in and clock out under a minute.
14:23
clock out under a minute. Obviously, it’s not good data.
14:24
Obviously, it’s not good data. You wanna make sure the time
14:26
You wanna make sure the time that’s clocked in and out looks
14:27
that’s clocked in and out looks reasonable and it’s not like a
14:28
reasonable and it’s not like a minute or less. Um those are
14:30
minute or less. Um those are things we wanna be. To go back
14:35
things we wanna be. To go back to the crew that morning before
14:36
to the crew that morning before they leave and adjust those
14:38
they leave and adjust those times, but the idea here is
14:39
times, but the idea here is we’re looking for certain
14:40
we’re looking for certain times. It makes sense a budget
14:42
times. It makes sense a budget of time um and a price believe
14:44
of time um and a price believe it or not a lot of times. It’s
14:45
it or not a lot of times. It’s a certified adviser will go
14:46
a certified adviser will go into service Autopilot
14:47
into service Autopilot accounts. uh when people are
14:48
accounts. uh when people are working with us and we’ll find
14:49
working with us and we’ll find a lot of times that people
14:51
a lot of times that people aren’t building out their jobs
14:52
aren’t building out their jobs um so we need to make sure
14:54
um so we need to make sure that’s in there and then the
14:55
that’s in there and then the next thing we’re doing is uh
14:58
next thing we’re doing is uh the close out day screen you
15:00
the close out day screen you can set up invoicing based on a
15:03
can set up invoicing based on a default so a daily weekly or
15:04
default so a daily weekly or monthly automated billing so at
15:05
monthly automated billing so at the end of that period it
15:06
the end of that period it automatically. That invoice and
15:07
automatically. That invoice and now we’re gonna go out invoice
15:09
now we’re gonna go out invoice and collect so uh I’m gonna
15:11
and collect so uh I’m gonna show you when we get an essay
15:12
show you when we get an essay here in a minute how to
15:13
here in a minute how to actually override that billing
15:16
actually override that billing default as well based based for
15:19
default as well based based for client, But we have a default
15:20
client, But we have a default that automatically generates
15:22
that automatically generates those invoices so if you’re
15:23
those invoices so if you’re manually going into QuickBooks
15:25
manually going into QuickBooks and creating invoices every
15:27
and creating invoices every month each day, uh it’s a time
15:29
month each day, uh it’s a time this is going to automate it
15:30
this is going to automate it for you when it’s fully set up
15:33
for you when it’s fully set up now, invoices and collecting uh
15:34
now, invoices and collecting uh right now through clan the a
15:35
right now through clan the a credit card. Company of service
15:38
credit card. Company of service autopilot that we use you’re
15:39
autopilot that we use you’re able to go out and charge your
15:40
able to go out and charge your credit cards in that literally
15:42
credit cards in that literally in three clicks of a button, we
15:44
in three clicks of a button, we can email those invoices in
15:46
can email those invoices in three clicks a button and we
15:47
three clicks a button and we can print them out in three
15:49
can print them out in three clicks of a button so we can go
15:51
clicks of a button so we can go out and take care of our
15:52
out and take care of our billing, systematically and
15:54
billing, systematically and efficiently each and every day
15:55
efficiently each and every day quickly or at the end of each
15:56
quickly or at the end of each month and we can figure out how
15:56
month and we can figure out how to enter prepayment. We may
15:58
to enter prepayment. We may touch on that today as well for
15:59
touch on that today as well for the fully set up workflow.
16:01
the fully set up workflow. Other thing we wanna touch on
16:02
Other thing we wanna touch on here is even if we don’t get to
16:03
here is even if we don’t get to an end. Uh the next minute or
16:06
an end. Uh the next minute or two when I hop into essay is we
16:07
two when I hop into essay is we want to be able to go in and
16:09
want to be able to go in and set installment contracts up
16:11
set installment contracts up and under each installment
16:13
and under each installment contractors setting up the
16:14
contractors setting up the monthly billing and what
16:15
monthly billing and what services in the bottom um
16:17
services in the bottom um adding line items of what
16:18
adding line items of what services are included that
16:19
services are included that monthly install and when we
16:21
monthly install and when we schedule those services under
16:22
schedule those services under the monthly, we’re assigning
16:24
the monthly, we’re assigning them to the contract. so we are
16:26
them to the contract. so we are not building them out
16:26
not building them out separately but on the service
16:28
separately but on the service level, we still need a price
16:30
level, we still need a price and budget of time for
16:31
and budget of time for reporting because if we don’t
16:33
reporting because if we don’t have any data in, we don’t have
16:34
have any data in, we don’t have any data out. so these are all
16:37
any data out. so these are all the foundational things that we
16:38
the foundational things that we need for success in. Auto pilot
16:40
need for success in. Auto pilot So I didn’t realize I did go a
16:42
So I didn’t realize I did go a little bit quick on that um,
16:44
little bit quick on that um, but obviously you can catch the
16:45
but obviously you can catch the recording of this. I’m gonna
16:46
recording of this. I’m gonna gonna now into service
16:48
gonna now into service autopilot and show you what
16:48
autopilot and show you what this looks like fully set up um
16:50
this looks like fully set up um did go a little bit quicker.
16:52
did go a little bit quicker. We’ve we’ve had uh this is the
16:53
We’ve we’ve had uh this is the third take out of here with
16:53
third take out of here with some technical difficulties so
16:56
some technical difficulties so uh without any further delay.
16:57
uh without any further delay. we’re gonna jump right into
16:59
we’re gonna jump right into service Autopilot and are gonna
17:00
service Autopilot and are gonna do this right through vtwo. A
17:02
do this right through vtwo. A lot of these features are still
17:03
lot of these features are still available in vthree and ready
17:05
available in vthree and ready to go um but for consistency
17:07
to go um but for consistency throughout, I’m gonna stay
17:07
throughout, I’m gonna stay right in the vtwo platform. Um
17:11
right in the vtwo platform. Um the first thing we’re looking
17:12
the first thing we’re looking at is if somebody calls your
17:15
at is if somebody calls your office, we need to enter them
17:15
office, we need to enter them in if they’ve hit your website
17:18
in if they’ve hit your website theoretically now they hit the
17:19
theoretically now they hit the website they’ve entered their
17:20
website they’ve entered their information in uh long as the
17:22
information in uh long as the form is set up correctly with
17:23
form is set up correctly with the auto create lead on submit
17:26
the auto create lead on submit all this information will be
17:27
all this information will be automatically entered in the
17:28
automatically entered in the system you’ll be alerted to
17:29
system you’ll be alerted to grease squat reach out and get
17:31
grease squat reach out and get them an estimate. so what I’m
17:32
them an estimate. so what I’m doing here is. I’m now the
17:34
doing here is. I’m now the person in your office. I’m
17:35
person in your office. I’m gonna go to the green plus icon
17:37
gonna go to the green plus icon and go to add a lead and what
17:39
and go to add a lead and what we’re gonna be doing. Is
17:41
we’re gonna be doing. Is putting in first name last
17:42
putting in first name last name, so I’m gonna put in our
17:45
name, so I’m gonna put in our old friend tester and I’m gonna
17:47
old friend tester and I’m gonna put uh couple numbers behind it
17:50
put uh couple numbers behind it and because we’ve been using
17:51
and because we’ve been using him a bit now if that
17:53
him a bit now if that commercial client right here,
17:54
commercial client right here, we’re putting in acne in so
17:56
we’re putting in acne in so first name last name merges in
17:58
first name last name merges in It’s a commercial client.
17:59
It’s a commercial client. That’s where that goes service
18:02
That’s where that goes service address. We’re gonna go in and
18:04
address. We’re gonna go in and type in the service address as
18:06
type in the service address as we’re taking them in off the
18:07
we’re taking them in off the phone. Obviously, this is
18:08
phone. Obviously, this is probably a review for most
18:09
probably a review for most folks, but um there are some.
18:12
folks, but um there are some. Intricate things here that I’m
18:13
Intricate things here that I’m gonna show you in a second that
18:14
gonna show you in a second that most people do not do that
18:17
most people do not do that basically eliminates um them
18:19
basically eliminates um them having success or inhibits them
18:21
having success or inhibits them from having success down the
18:22
from having success down the line. so hold with me here and
18:24
line. so hold with me here and then we’re gonna get into
18:25
then we’re gonna get into nitty-gritty, but it’s worth
18:25
nitty-gritty, but it’s worth spending a few seconds here to
18:27
spending a few seconds here to take a look at this. so it’s
18:29
take a look at this. so it’s gonna go in and ask the city.
18:31
gonna go in and ask the city. Now you know the service
18:32
Now you know the service address automatically uh
18:33
address automatically uh incorporates into billing
18:35
incorporates into billing address or de avoiding that
18:36
address or de avoiding that double entry if your state
18:37
double entry if your state charges sales tax, we need to
18:39
charges sales tax, we need to go out and grab the sales tax
18:40
go out and grab the sales tax in here. we’re gonna be asking
18:41
in here. we’re gonna be asking the client. Email address over
18:44
the client. Email address over the phone or the potential lead
18:49
entering that in and their
18:51
entering that in and their phone number, I’m recommending
18:53
phone number, I’m recommending always put the phone number in
18:54
always put the phone number in the cellphone field reason
18:56
the cellphone field reason being is automations and other
18:57
being is automations and other features and essay will tie
19:00
features and essay will tie into the cellphone field to
19:01
into the cellphone field to automate certain processes if
19:02
automate certain processes if it’s in the home field or
19:04
it’s in the home field or landline field, it field, it
19:05
landline field, it field, it would not do so by default if
19:08
would not do so by default if you’re unsure put it in the
19:10
you’re unsure put it in the cellphone field in my opinion
19:11
cellphone field in my opinion um and if it auto. Feature like
19:13
um and if it auto. Feature like text message it goes off and
19:14
text message it goes off and it’s not a cellphone. It’s not
19:16
it’s not a cellphone. It’s not gonna charge you it just won’t
19:17
gonna charge you it just won’t fire off better safe to be
19:19
fire off better safe to be sorry most people see provider
19:21
sorry most people see provider here and they click on it and
19:23
here and they click on it and think they actually have to
19:24
think they actually have to grab the cellphone provider.
19:25
grab the cellphone provider. You do not that is a legacy
19:27
You do not that is a legacy feature if you’re using pro
19:28
feature if you’re using pro plus with two-way texting just
19:32
plus with two-way texting just ignore that sell now, the last
19:33
ignore that sell now, the last thing here is master property.
19:36
thing here is master property. So in my company we service all
19:37
So in my company we service all the Walgreens right Aids in the
19:39
the Walgreens right Aids in the city for a while, so we would
19:40
city for a while, so we would go in as a. Property in assign
19:43
go in as a. Property in assign it to the property management
19:45
it to the property management company is the master company
19:46
company is the master company in this in this new lead could
19:47
in this in this new lead could a subsequent property of the
19:49
a subsequent property of the master property for building
19:51
master property for building building a um condensing that
19:53
building a um condensing that system now next thing is under
19:55
system now next thing is under details. This is where the
19:56
details. This is where the rubber meets the road if you’re
19:58
rubber meets the road if you’re setting it up right account
19:59
setting it up right account type is commercial or
20:01
type is commercial or residential if you only do
20:03
residential if you only do residential, that’s fine still
20:05
residential, that’s fine still put this in here This will help
20:07
put this in here This will help for reporting and some other
20:08
for reporting and some other features of automation. So
20:10
features of automation. So we’re we’re segmenting our
20:11
we’re we’re segmenting our database Next thing is on sale.
20:13
database Next thing is on sale. We wanna go in and chill out
20:15
We wanna go in and chill out select the sales source. Let’s
20:16
select the sales source. Let’s say we they heard about us from
20:18
say we they heard about us from Angie’s list um or they were
20:20
Angie’s list um or they were referred from a client here.
20:21
referred from a client here. Now, This is a real account.
20:23
Now, This is a real account. We’d have the name of leads and
20:23
We’d have the name of leads and clients here and you can
20:25
clients here and you can attribute that lead referral to
20:27
attribute that lead referral to a specific person and
20:28
a specific person and eventually run a report on that
20:31
eventually run a report on that now, that’s the basic
20:31
now, that’s the basic information that you need to do
20:33
information that you need to do inside service autopilot before
20:35
inside service autopilot before we get in the estimate process
20:36
we get in the estimate process while we’re on the screen, I’m
20:38
while we’re on the screen, I’m just gonna hit on this quickly
20:40
just gonna hit on this quickly when a lead becomes a client.
20:41
when a lead becomes a client. This is the same tab. Edit tabs
20:44
This is the same tab. Edit tabs in billing this right here is
20:47
in billing this right here is how we override the default
20:50
how we override the default billing. So this instance, I’m
20:52
billing. So this instance, I’m in is set to monthly net ten so
20:54
in is set to monthly net ten so billing monthly and net terms
20:55
billing monthly and net terms tens. Let’s say I wanted to do
20:57
tens. Let’s say I wanted to do a uh do on receipt and I wanted
21:03
a uh do on receipt and I wanted to build them daily We can
21:04
to build them daily We can override the billing for this
21:06
override the billing for this one particular client or lead
21:08
one particular client or lead on this screen outside of the
21:11
on this screen outside of the default of the set up the
21:12
default of the set up the system uh when we set up the
21:13
system uh when we set up the initial setup so any comments
21:15
initial setup so any comments questions drop below here as we
21:17
questions drop below here as we go. But now we have a lead. I’m
21:17
go. But now we have a lead. I’m gonna go and hit save.
21:21
gonna go and hit save. Obviously this test account if
21:23
Obviously this test account if you’ve seen this uh anything
21:24
you’ve seen this uh anything we’ve been doing uh we’ve used
21:25
we’ve been doing uh we’ve used this test account quite a bit
21:27
this test account quite a bit and what it’s doing and I was
21:28
and what it’s doing and I was create a duplicate check um so
21:29
create a duplicate check um so the system is smart enough to
21:30
the system is smart enough to know. Hey wait a minute. We’ve
21:31
know. Hey wait a minute. We’ve got some issues here. I’m gonna
21:33
got some issues here. I’m gonna go ahead and say it’s okay
21:36
go ahead and say it’s okay because it’s a duplicate um but
21:37
because it’s a duplicate um but I wanna use it but the system
21:39
I wanna use it but the system will do that now your vthree
21:41
will do that now your vthree form off the website you can
21:42
form off the website you can set criteria to check off first
21:44
set criteria to check off first name Last name. email address
21:46
name Last name. email address several other variables to do
21:49
several other variables to do checking highly recommend that
21:50
checking highly recommend that Vthree form for your website
21:52
Vthree form for your website because it is going. To make
21:53
because it is going. To make sure you have duplicate
21:55
sure you have duplicate checking and a clean database
21:57
checking and a clean database now some visual clues if you’re
22:00
now some visual clues if you’re training your office on service
22:02
training your office on service Autopilot for the first time
22:03
Autopilot for the first time this long gray bar across the
22:05
this long gray bar across the screen signifies its a lead in
22:08
screen signifies its a lead in the system when there’s three
22:10
the system when there’s three columns, it is a client. other
22:12
columns, it is a client. other things you wanna be looking at
22:13
things you wanna be looking at is under the magnifying glass.
22:16
is under the magnifying glass. We have this avatar little uh
22:17
We have this avatar little uh black avatar the person here
22:19
black avatar the person here with an L. that is that is a
22:20
with an L. that is that is a The Avatar with No L.. Is a
22:24
The Avatar with No L.. Is a client if it is missing, it is
22:25
client if it is missing, it is a closeout lead. So once again,
22:27
a closeout lead. So once again, I talked about the flow chart
22:28
I talked about the flow chart when we lose an estimate and
22:29
when we lose an estimate and it’s a lead, we close the lead
22:31
it’s a lead, we close the lead out so there’ll be no avatar
22:32
out so there’ll be no avatar and if it’s a cancel client, be
22:35
and if it’s a cancel client, be the same avatar right here of
22:36
the same avatar right here of the person with a slash through
22:37
the person with a slash through it, These are visual clues to
22:39
it, These are visual clues to create a speedy quick process
22:41
create a speedy quick process through the system without
22:42
through the system without having to dial into the
22:43
having to dial into the contract record. so comment
22:44
contract record. so comment your questions drop em below.
22:48
your questions drop em below. So next thing is lawn care wise
22:49
So next thing is lawn care wise um and I’ll also give you a
22:51
um and I’ll also give you a home cleaning example here if
22:51
home cleaning example here if we have some some time as well
22:53
we have some some time as well under the more tab, I’m gonna
22:54
under the more tab, I’m gonna go in and do property
22:56
go in and do property measurements. This is maps pro
22:57
measurements. This is maps pro or vthree. It’s called sm. Mass
23:00
or vthree. It’s called sm. Mass highly recommend it use it in
23:01
highly recommend it use it in my business for pretty much the
23:03
my business for pretty much the whole time we use service
23:04
whole time we use service autopilot um and still do here.
23:07
autopilot um and still do here. so what we’re gonna do is click
23:09
so what we’re gonna do is click to the Google Image here and
23:12
to the Google Image here and measure the actual property.
23:15
measure the actual property. I’m doing this obviously with
23:16
I’m doing this obviously with some speed for uh less
23:19
some speed for uh less precision, but you get the idea
23:21
precision, but you get the idea so we’re gonna measure our
23:25
so we’re gonna measure our square foot area and I’m gonna
23:27
square foot area and I’m gonna recommend that you go in and
23:27
recommend that you go in and label it. so this is our turf
23:30
label it. so this is our turf area and I’m gonna label this
23:34
area and I’m gonna label this and actually color it and
23:35
and actually color it and choose and I’m gonna add
23:37
choose and I’m gonna add another area so you can add and
23:39
another area so you can add and subtract if we had a pool in
23:40
subtract if we had a pool in the backyard we can subtract
23:42
the backyard we can subtract and add areas or create a no
23:44
and add areas or create a no value. so if this was a pool
23:46
value. so if this was a pool little little crooked as it is
23:47
little little crooked as it is but uh nonetheless. We’ve got
23:49
but uh nonetheless. We’ve got an area here that I can go in
23:52
an area here that I can go in and subtract as plus I come up
23:54
and subtract as plus I come up here, I can actually make this
23:56
here, I can actually make this to zero or negative. so it’s
23:58
to zero or negative. so it’s subtracting the square footage
23:59
subtracting the square footage of the pool, but if you have
24:00
of the pool, but if you have multiple areas like a landscape
24:02
multiple areas like a landscape bed driveway, we can add and
24:05
bed driveway, we can add and subtract or keep one value at
24:07
subtract or keep one value at zero. Now we wanna hit saves
24:09
zero. Now we wanna hit saves every time I pull this up now I
24:11
every time I pull this up now I know visually what are the
24:12
know visually what are the areas that we’ve quoted and
24:14
areas that we’ve quoted and what are the square footages so
24:16
what are the square footages so turf area. I’m gonna go on a
24:18
turf area. I’m gonna go on a custom field now you would
24:19
custom field now you would never have. This many custom
24:21
never have. This many custom fields uh but this is obviously
24:22
fields uh but this is obviously a test account. We’ve run a few
24:24
a test account. We’ve run a few through here, but I’m grabbing
24:25
through here, but I’m grabbing turf square footage and hitting
24:27
turf square footage and hitting C so that is that custom job
24:29
C so that is that custom job variable. we talked about so
24:31
variable. we talked about so it’s based out of production
24:32
it’s based out of production based estimating system um so
24:34
based estimating system um so you wanna measure everything
24:35
you wanna measure everything you can online. but what
24:36
you can online. but what happens if you can’t so we’ve
24:36
happens if you can’t so we’ve created this thing called an
24:38
created this thing called an on-site ask for we pull this up
24:39
on-site ask for we pull this up in the mobile um, but I’m gonna
24:40
in the mobile um, but I’m gonna put it up on the screen to show
24:42
put it up on the screen to show you what it looks like, but the
24:42
you what it looks like, but the idea is you’re walking around
24:43
idea is you’re walking around the property with your phone
24:44
the property with your phone and you’re putting in the
24:47
and you’re putting in the variables into the phone and
24:48
variables into the phone and then it’s gonna help generate
24:50
then it’s gonna help generate an estimate so. Uh the auto
24:54
an estimate so. Uh the auto assist the A Here is uh
24:56
assist the A Here is uh featured with pro Plus. It’s a
24:57
featured with pro Plus. It’s a shortcut tool that can be
24:59
shortcut tool that can be loaded in here and basically
25:00
loaded in here and basically you can pull these forms up in
25:02
you can pull these forms up in your mobile so the idea is now
25:04
your mobile so the idea is now that I’m walking around this
25:06
that I’m walking around this property. um I can’t measure
25:08
property. um I can’t measure certain things on the
25:09
certain things on the satellite, but I need to get
25:11
satellite, but I need to get them for my estimate so instead
25:12
them for my estimate so instead of walking around the pen and
25:13
of walking around the pen and paper if I can’t measure the
25:15
paper if I can’t measure the lawn square footage, I put it
25:16
lawn square footage, I put it in here uh maybe online.
25:18
in here uh maybe online. There’s a lot of trees. so all
25:20
There’s a lot of trees. so all I’m gonna do is go into mulch
25:22
I’m gonna do is go into mulch details. so what I’ve done is
25:23
details. so what I’ve done is broken this down in one two or
25:25
broken this down in one two or three inch depth increments
25:27
three inch depth increments and. If we wanna go in and put
25:30
and. If we wanna go in and put three inches of mulch, if
25:31
three inches of mulch, if that’s what the as bin
25:32
that’s what the as bin requires, I’m gonna go out and
25:33
requires, I’m gonna go out and measure it and say I’ve got 500
25:37
measure it and say I’ve got 500 square feet of red mulch bed
25:39
square feet of red mulch bed for square footages, So we use
25:40
for square footages, So we use our production based estimating
25:42
our production based estimating system. so how long will it
25:43
system. so how long will it take for a regular maintenance
25:45
take for a regular maintenance of weed and then mulch drive
25:46
of weed and then mulch drive time. So how many trips do I
25:47
time. So how many trips do I need to go to the nursery to
25:50
need to go to the nursery to get 500 square feet worth of
25:52
get 500 square feet worth of mulch? So I’m gonna say one
25:54
mulch? So I’m gonna say one trip so that’s kinda eventually
25:56
trip so that’s kinda eventually calculate a price and budget of
25:57
calculate a price and budget of time actually go get the
25:58
time actually go get the equipment uh the mulch to cover
26:00
equipment uh the mulch to cover that non billable drive. Now
26:03
that non billable drive. Now we’re gonna go in the shrub for
26:05
we’re gonna go in the shrub for me so we could based on minutes
26:07
me so we could based on minutes to prune and type that in and
26:09
to prune and type that in and have it calculate. but what
26:11
have it calculate. but what I’ve done is broken this down
26:11
I’ve done is broken this down in large, medium and small
26:13
in large, medium and small shrubs so large shrubs are
26:15
shrubs so large shrubs are gonna be between six feet and
26:15
gonna be between six feet and ten feet. I’m gonna say there’s
26:17
ten feet. I’m gonna say there’s five of them is walking around
26:19
five of them is walking around mediums are gonna be between
26:20
mediums are gonna be between three or six feet and less. I’m
26:23
three or six feet and less. I’m sorry three feet in less than
26:24
sorry three feet in less than six feet, and I say there’s
26:26
six feet, and I say there’s eight of those and it’s small
26:27
eight of those and it’s small shrubs are less than three
26:28
shrubs are less than three feet. So I’m gonna say we got
26:30
feet. So I’m gonna say we got uh eighteen of those and heads.
26:33
uh eighteen of those and heads. With the ladder, so I’m kinda
26:34
With the ladder, so I’m kinda linear foot section. so if I’ve
26:36
linear foot section. so if I’ve got twenty foot of both sides
26:38
got twenty foot of both sides in the top and it requires a
26:39
in the top and it requires a ladder, I’m gonna put two units
26:41
ladder, I’m gonna put two units in here and head with no
26:42
in here and head with no letter. I don’t have any of
26:43
letter. I don’t have any of those so I’m just gonna leave
26:44
those so I’m just gonna leave that blank the ideas. we’re
26:46
that blank the ideas. we’re walking around with our mobile
26:47
walking around with our mobile and we’re inserting the data we
26:50
and we’re inserting the data we need for the estimates so shrub
26:52
need for the estimates so shrub proving property specific notes
26:53
proving property specific notes a lot of times I’d be walking
26:54
a lot of times I’d be walking around with a pen. Maybe it’s
26:56
around with a pen. Maybe it’s raining. I’d forget to put the
26:57
raining. I’d forget to put the notes in before I started using
26:59
notes in before I started using service Autopilot. What we’ve
27:00
service Autopilot. What we’ve done is created the on-site
27:02
done is created the on-site estimate for you property
27:02
estimate for you property specific estimate notes that
27:04
specific estimate notes that are gonna merge automatically
27:05
are gonna merge automatically on the estimates so you don’t
27:06
on the estimates so you don’t forget. so I’m gonna say does.
27:09
forget. so I’m gonna say does. Not
27:12
include on West lot line now,
27:15
include on West lot line now, this is gonna automatically uh
27:17
this is gonna automatically uh merged into the notes on the
27:18
merged into the notes on the estimates so I don’t forget
27:20
estimates so I don’t forget obviously if it’s going in
27:21
obviously if it’s going in there, you wanna make sure
27:22
there, you wanna make sure there’s no typos and then if
27:24
there’s no typos and then if you’re doing snow removal, you
27:25
you’re doing snow removal, you can also put the details around
27:27
can also put the details around snow removal here. so I’m gonna
27:28
snow removal here. so I’m gonna submit this but the idea now is
27:30
submit this but the idea now is we’ve measured it online
27:31
we’ve measured it online through smart maps maps pro.
27:32
through smart maps maps pro. We’ve got those custom fields
27:34
We’ve got those custom fields of herbals or we’ve gone on
27:36
of herbals or we’ve gone on site with our mobile and the
27:38
site with our mobile and the on-site estimate form and
27:39
on-site estimate form and plugged in the property
27:41
plugged in the property specific data and the next step
27:42
specific data and the next step is we need to go out.
27:46
And create an so we’re gonna
27:49
And create an so we’re gonna scroll down here and hit add an
27:51
scroll down here and hit add an estimate now uh being condensed
27:53
estimate now uh being condensed here, I didn’t have time to
27:54
here, I didn’t have time to actually go into the template,
27:55
actually go into the template, but what’s gonna happen is when
27:57
but what’s gonna happen is when we add the estimate we have
27:59
we add the estimate we have prebuilt templates so all our
28:01
prebuilt templates so all our summer services are going to
28:03
summer services are going to load and pull in the turf
28:06
load and pull in the turf Square footage a number of
28:08
Square footage a number of shrubs that square footage of
28:09
shrubs that square footage of the bed and actually
28:10
the bed and actually automatically calculate a price
28:12
automatically calculate a price of budget of time and it cost
28:13
of budget of time and it cost before profit. so that is
28:15
before profit. so that is what’s gonna happen. Here as
28:16
what’s gonna happen. Here as this load so it kinda give you
28:18
this load so it kinda give you an idea behind the scenes right
28:20
an idea behind the scenes right here, traditionally if this
28:21
here, traditionally if this wasn’t fully set up, you’d have
28:23
wasn’t fully set up, you’d have to select the do in it what
28:24
to select the do in it what we’ve done behind the scenes is
28:26
we’ve done behind the scenes is already taken our emails. It’s
28:28
already taken our emails. It’s email it goes out to the
28:28
email it goes out to the client. We’ve connected to an
28:30
client. We’ve connected to an estimate document and we’ve
28:32
estimate document and we’ve connected it to an acceptance
28:33
connected it to an acceptance email so literally when we send
28:35
email so literally when we send this out, everything is
28:36
this out, everything is connected and we’ve minimize an
28:38
connected and we’ve minimize an extra three steps and that’s a
28:40
extra three steps and that’s a fully set up service Autopilot
28:42
fully set up service Autopilot so as we’re going in, we’re
28:44
so as we’re going in, we’re going into templates and I’m
28:45
going into templates and I’m gonna grab. Uh 2019 lawn care
28:48
gonna grab. Uh 2019 lawn care leads from last year and pop
28:51
leads from last year and pop this out. Now, what we’re doing
28:55
this out. Now, what we’re doing here is pulling this up in when
28:57
here is pulling this up in when I pulled up the square footage,
28:59
I pulled up the square footage, I probably grabbed the wrong
29:01
I probably grabbed the wrong custom field just cuz it was so
29:02
custom field just cuz it was so many, but ideally, what would
29:04
many, but ideally, what would happen is that 7800 square feet
29:08
happen is that 7800 square feet for the turf Square footage
29:09
for the turf Square footage would have automatically loaded
29:10
would have automatically loaded now for time sake. I’m just
29:11
now for time sake. I’m just gonna plug it in there, but
29:13
gonna plug it in there, but when you enter in from the map
29:15
when you enter in from the map um if you didn’t have fifty
29:16
um if you didn’t have fifty custom fields like I did this
29:18
custom fields like I did this test account, you’d only have
29:18
test account, you’d only have one church square footage it
29:20
one church square footage it would load the idea is. Based
29:22
would load the idea is. Based on it seventy 87800 square feet
29:26
on it seventy 87800 square feet fictitious, we’re charging $30
29:27
fictitious, we’re charging $30 to blow an edge. It’s gonna
29:29
to blow an edge. It’s gonna take us .48 .4 man hours and a
29:32
take us .48 .4 man hours and a cost before profit of $14.76.
29:35
cost before profit of $14.76. Now what we’ve done in this
29:36
Now what we’ve done in this account is we’ve created
29:37
account is we’ve created different postal codes or
29:39
different postal codes or zones. So we’re charging extra
29:40
zones. So we’re charging extra for that mobilization. So we’ve
29:42
for that mobilization. So we’ve taken our thirty lawns and
29:44
taken our thirty lawns and said, based on the average
29:46
said, based on the average drive time we need to cover x
29:47
drive time we need to cover x amount of minutes of drive time
29:50
amount of minutes of drive time for non billable overhead
29:51
for non billable overhead recovery. So if we went out to
29:52
recovery. So if we went out to this. Postal code and I put the
29:54
this. Postal code and I put the number one that’s where we’re
29:56
number one that’s where we’re at. We’ve already defined that
29:57
at. We’ve already defined that drive time is .16. man hours
30:00
drive time is .16. man hours times are hourly rate. We need
30:01
times are hourly rate. We need to charge an extra $8.09 for
30:04
to charge an extra $8.09 for mobilization. now the consumer
30:05
mobilization. now the consumer isn’t gonna see this, but this
30:06
isn’t gonna see this, but this is our invisible estimating
30:08
is our invisible estimating checklist and that’s the
30:09
checklist and that’s the benefit of service Autopilot
30:10
benefit of service Autopilot when you use a parent service
30:12
when you use a parent service with sub services or child
30:13
with sub services or child services, we can have a
30:15
services, we can have a glorified estimating checklist
30:17
glorified estimating checklist whether it’s drive time um
30:20
whether it’s drive time um going out doing design build.
30:20
going out doing design build. but these are all the things
30:21
but these are all the things the estimators should be.
30:23
the estimators should be. Tracking So all we do is go to
30:25
Tracking So all we do is go to draft to quote and we have a
30:27
draft to quote and we have a live estimate so all the
30:28
live estimate so all the consumer now is gonna see is
30:31
consumer now is gonna see is $38.09 for the lawn mowing we
30:32
$38.09 for the lawn mowing we know on site and mobilizations
30:35
know on site and mobilizations .56 man hours and it’s costing
30:37
.56 man hours and it’s costing us $20.67 uh if we hit our
30:40
us $20.67 uh if we hit our budget of time in expense and
30:41
budget of time in expense and we’ve got a profit margin of
30:44
we’ve got a profit margin of 45.7%, non emotional estimating
30:45
45.7%, non emotional estimating it can be delegated to anybody
30:47
it can be delegated to anybody in your office. Uh we can go in
30:48
in your office. Uh we can go in now and hit draft a quote. I’m
30:50
now and hit draft a quote. I’m gonna put in that 7800. This is
30:51
gonna put in that 7800. This is an extra step you would not
30:52
an extra step you would not have. I just selected the wrong
30:55
have. I just selected the wrong button, but what it’s done now
30:56
button, but what it’s done now is done a five-step package job
30:59
is done a five-step package job for fertilizing for forty Bucks
31:01
for fertilizing for forty Bucks a trip .46 man hours and the
31:04
a trip .46 man hours and the cost of labor and materials uh
31:06
cost of labor and materials uh of thirty-two Seventeens. We
31:07
of thirty-two Seventeens. We got a profit margin of about
31:09
got a profit margin of about nineteen almost 20% net so the
31:12
nineteen almost 20% net so the system can track that in
31:13
system can track that in addition, if you’re an area
31:14
addition, if you’re an area that requires chemical tracking
31:16
that requires chemical tracking service Autopilot also has that
31:17
service Autopilot also has that um we use it in New York for
31:19
um we use it in New York for several years and if it works
31:20
several years and if it works in New York, I will tell you as
31:21
in New York, I will tell you as far as law. it probably works
31:23
far as law. it probably works just about. Anywhere. So we’ve
31:27
just about. Anywhere. So we’ve got that as we’re just
31:29
got that as we’re just finishing up in the in the hour
31:30
finishing up in the in the hour here, I’ve got my shrub
31:33
here, I’ve got my shrub trimming so my small medium and
31:34
trimming so my small medium and large shrubs came in. I’m gonna
31:36
large shrubs came in. I’m gonna add my drive time and now
31:37
add my drive time and now instead of eight bucks, it is
31:39
instead of eight bucks, it is $77 for mobilization to that
31:41
$77 for mobilization to that same postal code because we can
31:43
same postal code because we can do less jobs. We have to spread
31:44
do less jobs. We have to spread that overhead recovery of the
31:46
that overhead recovery of the non buildable drive time over
31:48
non buildable drive time over fewer jobs. It’s a higher
31:49
fewer jobs. It’s a higher price. It’s a 325 shrub
31:51
price. It’s a 325 shrub printing job based on small
31:53
printing job based on small medium large shrubs and heads
31:55
medium large shrubs and heads and remember we. Add a note in
31:57
and remember we. Add a note in there that says, does not
31:59
there that says, does not include the head that’s gonna
32:00
include the head that’s gonna merge in when I show you that
32:01
merge in when I show you that in a minute, so we’re scrolling
32:04
in a minute, so we’re scrolling back down now, something
32:05
back down now, something another video I did is fall
32:07
another video I did is fall fall cleanups. We’re gonna add
32:08
fall cleanups. We’re gonna add this in here. so let’s say we
32:09
this in here. so let’s say we had a tent that whole lot
32:10
had a tent that whole lot itself was 10000 square feet.
32:13
itself was 10000 square feet. We could plug that in and based
32:15
We could plug that in and based on the level of complexity, I
32:17
on the level of complexity, I have a level one and two here
32:19
have a level one and two here so if you’re getting into the
32:20
so if you’re getting into the fall clean up, most people are
32:22
fall clean up, most people are not confident of giving an
32:23
not confident of giving an exact price for fall cleanups
32:24
exact price for fall cleanups but based on a easy level, one
32:26
but based on a easy level, one or higher level two with more
32:27
or higher level two with more trees, we can give a high low.
32:30
trees, we can give a high low. Range and service Autopilot to
32:31
Range and service Autopilot to take the risk out of the
32:32
take the risk out of the company owner and the clients.
32:35
company owner and the clients. So let’s say this level two is
32:36
So let’s say this level two is a more difficult one are gonna
32:38
a more difficult one are gonna quote a high low price range of
32:39
quote a high low price range of 312 to 437 for that fall. clean
32:42
312 to 437 for that fall. clean up Next thing is we’re gonna go
32:44
up Next thing is we’re gonna go on and see theoretically we’re
32:46
on and see theoretically we’re talking to the client right
32:47
talking to the client right now. We’re trying to close the
32:47
now. We’re trying to close the sale of the phone, but if we
32:50
sale of the phone, but if we can’t what we are gonna do is
32:51
can’t what we are gonna do is go in hit email that pre
32:54
go in hit email that pre templated email loads up. I’m
32:55
templated email loads up. I’m gonna email this to myself and
32:56
gonna email this to myself and show you what the final product
32:57
show you what the final product looks like, but as we walk
32:59
looks like, but as we walk through. This is a set it and
33:01
through. This is a set it and forget it here um email and
33:05
forget it here um email and we’re gonna go out and hit send
33:06
we’re gonna go out and hit send I’m gonna hop on the other
33:08
I’m gonna hop on the other screen quickly and grab my
33:11
screen quickly and grab my email and once this is set up
33:15
email and once this is set up um I’m gonna go in as your
33:17
um I’m gonna go in as your client now or potential client
33:19
client now or potential client and actually show you what it
33:20
and actually show you what it looks like on their end and
33:21
looks like on their end and bring it all the way home in
33:22
bring it all the way home in the next minute or two but any
33:25
the next minute or two but any questions drop em below more
33:26
questions drop em below more than happy to answer them in
33:27
than happy to answer them in the live recorded version. but
33:29
the live recorded version. but here is the. Now your new new
33:32
here is the. Now your new new client clicks my proposal opens
33:35
client clicks my proposal opens it up and now they can click
33:36
it up and now they can click and sign electronically now uh
33:40
and sign electronically now uh as a point of uh. example, I
33:42
as a point of uh. example, I would not recommend this
33:44
would not recommend this service details and terms I’d
33:45
service details and terms I’d recommend putting this lower
33:47
recommend putting this lower below the actual pricing, but
33:48
below the actual pricing, but you can put it all in there,
33:49
you can put it all in there, but we have our lawn mowing for
33:51
but we have our lawn mowing for thirty 809 the client can click
33:53
thirty 809 the client can click on it so first step is to
33:54
on it so first step is to select services Step two is
33:56
select services Step two is sign the screen Now we have a
34:00
sign the screen Now we have a video that plays live right
34:01
video that plays live right inside. Estimate as well, so if
34:03
inside. Estimate as well, so if you’re in the video making like
34:05
you’re in the video making like myself, this is a great way to
34:06
myself, this is a great way to go out and put what’s included
34:08
go out and put what’s included not including the service and
34:09
not including the service and overcome those sales and price
34:10
overcome those sales and price objections upfront. We got our
34:14
objections upfront. We got our five-step fertilizing right
34:15
five-step fertilizing right here and our shrub pruning
34:16
here and our shrub pruning based on the size of shrubs,
34:18
based on the size of shrubs, 325 special job notes does not
34:21
325 special job notes does not include he on West lot line. so
34:22
include he on West lot line. so we’re not forgetting those
34:24
we’re not forgetting those essential things that we need
34:26
essential things that we need and we’ve got our fall cleanup.
34:28
and we’ve got our fall cleanup. Uh this is obviously a test
34:29
Uh this is obviously a test account, but we would change
34:30
account, but we would change the verbiage here just to fall
34:31
the verbiage here just to fall clean. But minimum price is 312
34:34
clean. But minimum price is 312 Maximus 437 so once again we
34:37
Maximus 437 so once again we can price in service Autopilot
34:39
can price in service Autopilot hourly set price or higher low
34:41
hourly set price or higher low pricing. It is very flexible if
34:43
pricing. It is very flexible if you set it up correctly with a
34:45
you set it up correctly with a fully set up workflow. Uh we
34:48
fully set up workflow. Uh we have an invoice details
34:49
have an invoice details contract turn clickable buttons
34:51
contract turn clickable buttons if they’re in mobile to call or
34:53
if they’re in mobile to call or text playable videos once
34:54
text playable videos once again, our top five or six
34:56
again, our top five or six services going in and showing
34:57
services going in and showing what’s included what’s not
34:59
what’s included what’s not included in addressing the
34:59
included in addressing the sales or price objections and
35:01
sales or price objections and then finally. We can go in
35:05
then finally. We can go in Click to sign the estimate Sign
35:07
Click to sign the estimate Sign electronically Print our name
35:10
electronically Print our name and sign and accept that my
35:12
and sign and accept that my opinion is the fully set up
35:12
opinion is the fully set up service Autopilot before we
35:14
service Autopilot before we actually go into automated so
35:16
actually go into automated so uh on a future as a weekly talk
35:18
uh on a future as a weekly talk show, we’re gonna be diving in
35:20
show, we’re gonna be diving in and looking uh what a fully
35:21
and looking uh what a fully service service uh set up
35:24
service service uh set up service Autopilot looks like
35:24
service Autopilot looks like with a fully implemented
35:27
with a fully implemented automated system. but before we
35:28
automated system. but before we automate we wanna send our
35:29
automate we wanna send our foundational pieces and this is
35:31
foundational pieces and this is what’s going to. Happen to
35:33
what’s going to. Happen to bring it home once we go back
35:35
bring it home once we go back into the lead and close out
35:37
into the lead and close out this estimate we have basically
35:40
this estimate we have basically um already updated the estimate
35:43
um already updated the estimate status here since we signed it,
35:44
status here since we signed it, we logged back in. It’s almost
35:47
we logged back in. It’s almost instantaneous and by law if you
35:48
instantaneous and by law if you need a signed contract on file,
35:50
need a signed contract on file, we have the signature
35:52
we have the signature information time and date
35:52
information time and date stamped with IP address and
35:54
stamped with IP address and under attachments I’ve got a
35:56
under attachments I’ve got a printable uh print out of the
36:00
printable uh print out of the actual estimate itself with
36:01
actual estimate itself with only the services the customer
36:03
only the services the customer selected. so I can click on
36:04
selected. so I can click on that and this is going to show
36:06
that and this is going to show just. Services I selected.
36:11
And at the bottom. I have the
36:14
And at the bottom. I have the signature so common questions
36:17
signature so common questions drop below essay weekly talk
36:17
drop below essay weekly talk show coming back at you once
36:19
show coming back at you once again, Mike Callahan um gonna
36:21
again, Mike Callahan um gonna be up next week with Tina
36:22
be up next week with Tina Service have made for time
36:24
Service have made for time cleaning out of Rochester and I
36:25
cleaning out of Rochester and I believe the Carolinas so
36:27
believe the Carolinas so Rochester, New York and the
36:28
Rochester, New York and the Carolinas area. uh maybe I
36:29
Carolinas area. uh maybe I should be Atlanta Georgia but
36:31
should be Atlanta Georgia but is running to multi-state
36:32
is running to multi-state cleaning companies the
36:33
cleaning companies the following week Lisa Marino of
36:35
following week Lisa Marino of Service Autopilot, and then the
36:37
Service Autopilot, and then the third week potentially Marcus
36:38
third week potentially Marcus Sheridan. They ask you answer
36:39
Sheridan. They ask you answer and the keynote speaker of a
36:42
and the keynote speaker of a thrive coming at you in
36:43
thrive coming at you in November. uh so make sure you
36:45
November. uh so make sure you grab your discounted tickets
36:47
grab your discounted tickets while they’re still available
36:48
while they’re still available and um. As a certified adviser
36:52
and um. As a certified adviser of service Autopilot, if you
36:53
of service Autopilot, if you have any questions or would
36:54
have any questions or would like to take part in a free
36:57
like to take part in a free audit of your service Autopilot
36:58
audit of your service Autopilot system to make sure you have
36:59
system to make sure you have all these pieces in um happy to
37:01
all these pieces in um happy to do that as well if you drop us
37:03
do that as well if you drop us a message or contact us um
37:05
a message or contact us um that’s something we’re doing uh
37:06
that’s something we’re doing uh free of charge for all service
37:08
free of charge for all service Autopilot members so uh we’ll
37:09
Autopilot members so uh we’ll see you again on the weekly
37:10
see you again on the weekly talk Show 1 PM eastern 12 PM
37:13
talk Show 1 PM eastern 12 PM Central right back here on uh

Callahan’s Corner: Creating Snow Estimates/Contracts w/ a Limited Cap Trips & Overage Charges.

Video Transcript

00:01
Welcome back to Callahan’s
00:02
Welcome back to Callahan’s corner, Where are you ask the
00:03
corner, Where are you ask the question? We answer live right
00:04
question? We answer live right here on Facebook well nighttime
00:06
here on Facebook well nighttime edition of Callahan’s Corner
00:08
edition of Callahan’s Corner headache Question submitted by
00:10
headache Question submitted by uh Rudy Roder um are one of our
00:11
uh Rudy Roder um are one of our Canadian friends north of the
00:13
Canadian friends north of the border, but uh this question
00:15
border, but uh this question has been a commonly asked
00:17
has been a commonly asked question throughout the last
00:18
question throughout the last several weeks for specifically
00:20
several weeks for specifically doing snow removal and using
00:22
doing snow removal and using service Autopilot so in normal
00:24
service Autopilot so in normal fashion, if you have any
00:26
fashion, if you have any comments or questions feel free
00:27
comments or questions feel free to drop them in the live stream
00:28
to drop them in the live stream here and we’ll. To answer those
00:31
here and we’ll. To answer those in addition, I’m gonna be
00:32
in addition, I’m gonna be putting in a um a ur basically
00:36
putting in a um a ur basically a website address uh if you are
00:38
a website address uh if you are using service Autopilot and you
00:40
using service Autopilot and you want a free 30 minute audit of
00:42
want a free 30 minute audit of service Autopilot to make sure
00:44
service Autopilot to make sure you’re using it to is fullest
00:45
you’re using it to is fullest feel free to click that link
00:46
feel free to click that link and grab a time but uh we’re
00:49
and grab a time but uh we’re gonna dive into the question
00:50
gonna dive into the question submitted by Rudy and well
00:51
submitted by Rudy and well several others for sure um so
00:53
several others for sure um so I’m gonna break it down how we
00:54
I’m gonna break it down how we actually did it in my lawn care
00:55
actually did it in my lawn care company. Uh we plowed
00:58
company. Uh we plowed approximately 600 residential
00:59
approximately 600 residential driveways. You heard it right,
01:01
driveways. You heard it right, 600 residential driveways and
01:02
600 residential driveways and about seventy. Commercial
01:05
about seventy. Commercial parking lot so all set and done
01:07
parking lot so all set and done um we plowed approximately 178
01:10
um we plowed approximately 178 to 180 acres of pavement on a
01:13
to 180 acres of pavement on a full run, so this can be done
01:15
full run, so this can be done at scale so whether you got one
01:17
at scale so whether you got one truck or twenty-five or thirty
01:19
truck or twenty-five or thirty crews out removing snow um this
01:21
crews out removing snow um this will be in here as well as I’ll
01:22
will be in here as well as I’ll post some additional documents
01:25
post some additional documents in here um so click the link
01:26
in here um so click the link and see how we limited the risk
01:28
and see how we limited the risk of snow plow with
01:29
of snow plow with diversification and contracts,
01:30
diversification and contracts, and this is one way we did it
01:32
and this is one way we did it here with kept plowing
01:33
here with kept plowing contracts with an overage, but
01:35
contracts with an overage, but uh not really obvious in
01:36
uh not really obvious in service Autopilot. How you do
01:37
service Autopilot. How you do this in your service business
01:39
this in your service business so? Uh if you’re listening and
01:41
so? Uh if you’re listening and this is something of interest
01:43
this is something of interest drop some comments in there
01:43
drop some comments in there just so we know you’re here and
01:45
just so we know you’re here and uh you’re enjoying the content
01:46
uh you’re enjoying the content but until then we’re gonna drop
01:48
but until then we’re gonna drop in and uh break down the screen
01:49
in and uh break down the screen as we normally do in fashion
01:52
as we normally do in fashion here and break it down. So I am
01:54
here and break it down. So I am in service Autopilot now when
01:57
in service Autopilot now when we’re in service Autopilot uh
01:59
we’re in service Autopilot uh traditionally we’re gonna go in
02:00
traditionally we’re gonna go in and use the simple growth
02:02
and use the simple growth blueprint to build out the caps
02:04
blueprint to build out the caps contract and the overs. I’m not
02:06
contract and the overs. I’m not gonna get into that uh tonight
02:08
gonna get into that uh tonight probably in the later version
02:08
probably in the later version tonight. I’m gonna make this
02:09
tonight. I’m gonna make this short and sweet. Uh if you
02:11
short and sweet. Uh if you wanna check out the weekly talk
02:13
wanna check out the weekly talk show coming up and that’s gonna
02:15
show coming up and that’s gonna be uh Friday, October 9th
02:17
be uh Friday, October 9th tomorrow at 1 PM eastern 12 PM
02:20
tomorrow at 1 PM eastern 12 PM Central. I’m gonna be going on
02:22
Central. I’m gonna be going on solo by myself going over all
02:24
solo by myself going over all things, snow removal and how to
02:25
things, snow removal and how to go out and dominate your local
02:28
go out and dominate your local market and create great bottom
02:31
market and create great bottom line profits but the question
02:32
line profits but the question at hand here is how do we
02:34
at hand here is how do we create a contract with a
02:36
create a contract with a limited cap and overs and show
02:38
limited cap and overs and show that in an estimate service
02:39
that in an estimate service autopilot and then turn that
02:40
autopilot and then turn that into a contract that goes in
02:41
into a contract that goes in and shows overages So uh if you
02:44
and shows overages So uh if you like what you see, make some
02:45
like what you see, make some comments or if you have any
02:46
comments or if you have any questions on this happy.
02:47
questions on this happy. Answers the first thing I’m
02:48
Answers the first thing I’m gonna be going in here is from
02:49
gonna be going in here is from the my day screen. The first
02:50
the my day screen. The first thing you wanna set up is your
02:52
thing you wanna set up is your services so I created these
02:55
services so I created these services um these are
02:56
services um these are fictitious pricing so
02:58
fictitious pricing so definitely do not copy this,
03:00
definitely do not copy this, but it’s gonna give you the
03:00
but it’s gonna give you the ideas. The first thing we wanna
03:01
ideas. The first thing we wanna do is create a service for snow
03:04
do is create a service for snow plowing residential cap 25
03:07
plowing residential cap 25 visits or seventeen visits. uh
03:08
visits or seventeen visits. uh main thing is you wanna see the
03:10
main thing is you wanna see the averages in your uh region so
03:12
averages in your uh region so the last 30 years on average
03:15
the last 30 years on average upstate New York, which is.
03:16
upstate New York, which is. Third largest snowfall market
03:18
Third largest snowfall market in the whole entire United
03:19
in the whole entire United States was around seventeen
03:21
States was around seventeen visits uh after we average that
03:23
visits uh after we average that out uh through the tenure of
03:24
out uh through the tenure of Callahan’s lawn care, we were
03:26
Callahan’s lawn care, we were averaging between 22 and
03:28
averaging between 22 and twenty-three plow runs in a
03:29
twenty-three plow runs in a three-inch trigger so um we’ve
03:32
three-inch trigger so um we’ve definitely cut our teeth in
03:33
definitely cut our teeth in this market, but you wanna go
03:35
this market, but you wanna go in create your services and
03:36
in create your services and make sure it says show in snow
03:38
make sure it says show in snow dispatch. That’s the only way
03:40
dispatch. That’s the only way you’re gonna be able to
03:40
you’re gonna be able to schedule these jobs. We’re
03:41
schedule these jobs. We’re gonna go into our accounting
03:43
gonna go into our accounting class that’s taking care of
03:44
class that’s taking care of next thing is estimates we put
03:44
next thing is estimates we put our estimate. Uh so we’ve gone
03:47
our estimate. Uh so we’ve gone and figured out residential
03:48
and figured out residential plowing contact twenty-five
03:50
plowing contact twenty-five trips and some details you
03:51
trips and some details you don’t need to go into those
03:52
don’t need to go into those types of details, but the
03:55
types of details, but the details I think are honestly uh
03:56
details I think are honestly uh worth taking a look at for a
03:58
worth taking a look at for a minute so the driveway will be
03:59
minute so the driveway will be plowed with a small are the
04:02
plowed with a small are the snowfalls from the sky and
04:03
snowfalls from the sky and accumulates on the driveway,
04:04
accumulates on the driveway, three inches and not obstructed
04:06
three inches and not obstructed areas so one of the biggest
04:07
areas so one of the biggest issues we saw is uh we get
04:09
issues we saw is uh we get through six 700 driveways,
04:11
through six 700 driveways, depending on where we’re at in
04:12
depending on where we’re at in what year and we would get
04:13
what year and we would get phone calls saying. Hey, you
04:14
phone calls saying. Hey, you didn’t plow. Under my vehicle
04:16
didn’t plow. Under my vehicle around my vehicle, those are
04:19
around my vehicle, those are obstructed areas, so we clearly
04:19
obstructed areas, so we clearly define what we’re plowing what
04:22
define what we’re plowing what we weren’t, plowing said. We
04:23
we weren’t, plowing said. We are held harmless for any
04:26
are held harmless for any previous driveway damage and
04:27
previous driveway damage and all equipment is new to
04:30
all equipment is new to minimize any damage, but let’s
04:31
minimize any damage, but let’s face it if you’ve got a several
04:32
face it if you’ve got a several thousand pound steel blade
04:34
thousand pound steel blade running of down payment damage
04:35
running of down payment damage is gonna occur. Um we will not
04:37
is gonna occur. Um we will not guarantee the exact time the
04:38
guarantee the exact time the driveway is plowed, dude the
04:40
driveway is plowed, dude the time and the way the snow may
04:41
time and the way the snow may accumulate. We’re not
04:42
accumulate. We’re not responsible for drips drips
04:43
responsible for drips drips snow plow. By the town on the
04:46
snow plow. By the town on the sidewalk, apron and if it
04:48
sidewalk, apron and if it prevents entrance or damage to
04:49
prevents entrance or damage to your vehicle, we can do that
04:50
your vehicle, we can do that for an additional request and a
04:53
for an additional request and a credit card is required on file
04:54
credit card is required on file for any additional plow trips
04:56
for any additional plow trips outside of the actual
04:57
outside of the actual contracts. So we’ve defined
04:58
contracts. So we’ve defined that on our commercial
04:59
that on our commercial contract, we also had a hold
05:01
contract, we also had a hold harmless for slip and fall
05:04
harmless for slip and fall liability. Next thing isn’t
05:06
liability. Next thing isn’t matrix. We’re gonna go in
05:07
matrix. We’re gonna go in calculations rate times visits
05:10
calculations rate times visits and quantity custom field. So
05:11
and quantity custom field. So before you create your
05:13
before you create your services, you wanna create a
05:13
services, you wanna create a custom field so you’re not
05:14
custom field so you’re not having to jump in and out um
05:16
having to jump in and out um you see if you see. Videos You
05:17
you see if you see. Videos You know we create the custom feel
05:19
know we create the custom feel we create the service we create
05:21
we create the service we create the packages and then we create
05:23
the packages and then we create the template and we link the
05:24
the template and we link the documents together. So we’re
05:25
documents together. So we’re saying between one and 1800
05:27
saying between one and 1800 square feet is $475 for those
05:29
square feet is $475 for those first 25 visits and each
05:33
first 25 visits and each additional 120 square feet over
05:34
additional 120 square feet over the base price of 1800 square
05:36
the base price of 1800 square feet is an additional $11 more
05:39
feet is an additional $11 more so we’ve got the cap on there
05:41
so we’ve got the cap on there now and then we’re gonna go in
05:43
now and then we’re gonna go in and do our over so same square
05:46
and do our over so same square footage. Cuz our production
05:48
footage. Cuz our production rates will be the same, we’re
05:49
rates will be the same, we’re gonna go and put our estimate
05:51
gonna go and put our estimate description prices per visit x
05:54
description prices per visit x amount of dollars per the
05:55
amount of dollars per the average of the cap and we’re
05:56
average of the cap and we’re gonna go into the matrix and
05:59
gonna go into the matrix and set up our same matrix, but
06:00
set up our same matrix, but we’re charging an additional
06:02
we’re charging an additional $25 per push. If it’s over 1800
06:05
$25 per push. If it’s over 1800 square feet each additional 120
06:06
square feet each additional 120 square feet is $3 more per
06:09
square feet is $3 more per push, so we can have a larger
06:11
push, so we can have a larger driveway or driveway up to 1800
06:13
driveway or driveway up to 1800 square feet and that is going
06:15
square feet and that is going to build that program for you.
06:17
to build that program for you. So we’re gonna save that as
06:19
So we’re gonna save that as well now the next thing we’re
06:21
well now the next thing we’re gonna do is going into a master
06:23
gonna do is going into a master package. This is something that
06:24
package. This is something that service Autopilot probably will
06:26
service Autopilot probably will not show you how to do uh but
06:28
not show you how to do uh but we’re gonna lift the hood on
06:29
we’re gonna lift the hood on this. If you have comments or
06:29
this. If you have comments or questions on this, please drop
06:31
questions on this, please drop it in the live stream. Uh we’re
06:32
it in the live stream. Uh we’re gonna go into. Icon Master
06:35
gonna go into. Icon Master packages Residential plowing
06:36
packages Residential plowing trip of twenty-five with cap
06:39
trip of twenty-five with cap We’re gonna go in and label
06:41
We’re gonna go in and label this plowing residential 25
06:43
this plowing residential 25 visits residential plowing
06:45
visits residential plowing after 25 visits We’re pulling
06:46
after 25 visits We’re pulling our services in we just created
06:47
our services in we just created for 25 visits and over the cap
06:51
for 25 visits and over the cap gonna save the changes next
06:53
gonna save the changes next thing we’re going into is other
06:54
thing we’re going into is other gear icon job estimate template
06:56
gear icon job estimate template and we’re gonna pull in the
07:00
and we’re gonna pull in the package for 25 trip cap with
07:03
package for 25 trip cap with the Twenty-five visit and the
07:04
the Twenty-five visit and the cap. Over and I pulled in
07:06
cap. Over and I pulled in residential sidewalk clearing
07:08
residential sidewalk clearing that’s another service we made
07:10
that’s another service we made as well. We’d go in then in
07:12
as well. We’d go in then in saving clothes, so the next
07:13
saving clothes, so the next thing that we are going to do
07:14
thing that we are going to do is going to the my day stream
07:17
is going to the my day stream potentially we are picking up
07:18
potentially we are picking up the phone. A client calls.
07:19
the phone. A client calls. we’re gonna hit the plus icon a
07:22
we’re gonna hit the plus icon a lead if they’re coming off your
07:25
lead if they’re coming off your website using a vtwo or vthree
07:26
website using a vtwo or vthree form, they should be
07:27
form, they should be automatically entered into
07:29
automatically entered into service autopilot. no double
07:30
service autopilot. no double entry trigger someone in your
07:32
entry trigger someone in your office and off the website
07:34
office and off the website lead. we should know the
07:35
lead. we should know the requesting a um. Estimate. So
07:40
requesting a um. Estimate. So as we answer the phone, we’ve
07:41
as we answer the phone, we’ve got the client’s name. We’re
07:43
got the client’s name. We’re gonna go ahead and put in the
07:45
gonna go ahead and put in the address.
07:55
To add to the city, we’re gonna
07:56
To add to the city, we’re gonna confirm that we’re gonna select
07:57
confirm that we’re gonna select the sales tax if it is
07:59
the sales tax if it is applicable and we’re gonna go
08:01
applicable and we’re gonna go ahead and put in their email.
08:10
And we always put in the
08:13
And we always put in the cellphone number next thing we
08:14
cellphone number next thing we should be always checking is
08:16
should be always checking is details is this a commercial or
08:18
details is this a commercial or residential? This example is
08:19
residential? This example is residential through the same
08:20
residential through the same process that we use for
08:21
process that we use for commercial plowing with caps of
08:23
commercial plowing with caps of wealth under sales. We attract
08:25
wealth under sales. We attract the Salesforce. How do they
08:25
the Salesforce. How do they hear about so? I’m gonna say
08:26
hear about so? I’m gonna say this one came from uh Angie’s
08:30
this one came from uh Angie’s and we’re gonna hit save. It’s
08:33
and we’re gonna hit save. It’s going to do some duplicate
08:34
going to do some duplicate checking this is the test
08:35
checking this is the test account of use if you’ve seen
08:36
account of use if you’ve seen in the video so we are gonna
08:37
in the video so we are gonna continue cuz this is a decent
08:40
continue cuz this is a decent account um so once again, if
08:42
account um so once again, if you have any comments or
08:43
you have any comments or questions on the video feel
08:45
questions on the video feel free to drop them in now as
08:46
free to drop them in now as we’re looking at it, there’s
08:48
we’re looking at it, there’s some things we need to look at
08:49
some things we need to look at this long gray bar is gonna
08:50
this long gray bar is gonna represent a lead in the system.
08:52
represent a lead in the system. We have three different columns
08:53
We have three different columns that is a client in Vtwo. In
08:56
that is a client in Vtwo. In addition when you’ve got the
08:57
addition when you’ve got the search icon here this little
08:59
search icon here this little black Avatar with the Red Elsa
09:00
black Avatar with the Red Elsa lead If this L was not here
09:02
lead If this L was not here that little avatar with. Red
09:05
that little avatar with. Red would be a client, No Avatar
09:07
would be a client, No Avatar would be a close lead any
09:08
would be a close lead any council client would be the
09:10
council client would be the black Avatar with a slash and
09:11
black Avatar with a slash and those are visual clues in the
09:13
those are visual clues in the vtwo system So now we’re gonna
09:16
vtwo system So now we’re gonna go into more property
09:17
go into more property measurements and measure the
09:18
measurements and measure the property to create this
09:20
property to create this production based estimating
09:21
production based estimating system for plowing with a
09:23
system for plowing with a twenty-five cap and an overage.
09:24
twenty-five cap and an overage. so so going into our satellite.
09:27
so so going into our satellite. We’re zooming in. And we’re
09:32
We’re zooming in. And we’re gonna measure the driveway.
09:36
Double click that who pull that
09:37
Double click that who pull that up a little bit and we’re gonna
09:40
up a little bit and we’re gonna highlight that blue. Choose it
09:43
highlight that blue. Choose it and I’m gonna put plowing and
09:47
and I’m gonna put plowing and we have another area for
09:48
we have another area for sidewalks Um now, this is
09:51
sidewalks Um now, this is something truly full
09:52
something truly full transparency. We never really
09:53
transparency. We never really did at Callahan. We did not
09:55
did at Callahan. We did not shovel residentials but we did
09:56
shovel residentials but we did shovel and maintain sidewalks
09:59
shovel and maintain sidewalks commercially, but this is a
10:00
commercially, but this is a great example. how you do that
10:01
great example. how you do that for me, either one and we’re
10:03
for me, either one and we’re gonna spin that down and zoom
10:05
gonna spin that down and zoom in and we’re gonna measure
10:07
in and we’re gonna measure right in front of the driveway
10:09
right in front of the driveway uh garage door where the plow
10:10
uh garage door where the plow is not gonna hit uh we’re gonna
10:12
is not gonna hit uh we’re gonna get. Sidewalk here. And we’re
10:18
get. Sidewalk here. And we’re gonna measure that and make
10:23
that a different color and it
10:25
that a different color and it saves every time we pull this
10:25
saves every time we pull this up now, we know exactly what
10:27
up now, we know exactly what areas we’re measured uh don’t
10:29
areas we’re measured uh don’t worry when we come back and
10:30
worry when we come back and spin this area. This is
10:31
spin this area. This is appropriate for the overlay
10:33
appropriate for the overlay here now what we’re gonna do
10:34
here now what we’re gonna do then is take sidewalks hit the
10:36
then is take sidewalks hit the plus sign to a zero not
10:38
plus sign to a zero not included custom field You would
10:42
included custom field You would probably never have this many
10:44
probably never have this many custom field. so let’s see if
10:45
custom field. so let’s see if we can find this in here um but
10:48
we can find this in here um but this is our driveway square.
10:50
this is our driveway square. That we’re plowing and we’re
10:51
That we’re plowing and we’re gonna hit save custom field to
10:53
gonna hit save custom field to save now. The next thing we’re
10:54
save now. The next thing we’re gonna do is zero out the
10:55
gonna do is zero out the plowing and hit the plus sign
10:58
plowing and hit the plus sign for sidewalks and we need we
10:58
for sidewalks and we need we need to go in our sidewalk
11:01
need to go in our sidewalk square footage see if we can
11:02
square footage see if we can find that in here as well. but
11:04
find that in here as well. but like I said, you’ve never had
11:05
like I said, you’ve never had this many custom fields but in
11:06
this many custom fields but in this test account um we’ve got
11:09
this test account um we’ve got that’s a sidewalk square foot
11:11
that’s a sidewalk square foot clearing I believe that is the
11:13
clearing I believe that is the custom field we need, but let’s
11:15
custom field we need, but let’s let’s take a quick look before
11:17
let’s take a quick look before we save it.
11:21
In sidewalk, residential
11:22
In sidewalk, residential clearing and if we know this
11:25
clearing and if we know this will be under the matrix and it
11:28
will be under the matrix and it is sidewalk clearing so that’s
11:30
is sidewalk clearing so that’s the formula we use every
11:32
the formula we use every hundred square feet was
11:34
hundred square feet was twenty-five Bucks. so we are in
11:36
twenty-five Bucks. so we are in fact using the right custom
11:38
fact using the right custom field so now that we’ve saved
11:40
field so now that we’ve saved this uh we can now go in and
11:42
this uh we can now go in and hit add estimate so those job
11:45
hit add estimate so those job variables or custom fields are
11:45
variables or custom fields are safe on the client list and
11:47
safe on the client list and then we’re gonna go and create
11:49
then we’re gonna go and create an estimate so as loads in here
11:51
an estimate so as loads in here we’re gonna go in and use the
11:53
we’re gonna go in and use the prebuilt. Estimate template
11:55
prebuilt. Estimate template that we’ve just created um on
11:59
that we’ve just created um on the screen here so when we go
12:01
the screen here so when we go back to lead screen, we go to
12:03
back to lead screen, we go to templates. And we’ve got our.
12:09
templates. And we’ve got our. Simple growth twenty
12:11
Simple growth twenty residential cap contract so
12:13
residential cap contract so that is gonna load in and what
12:14
that is gonna load in and what it is it took the 1095 square
12:17
it is it took the 1095 square feet of the pavement. It’s a
12:19
feet of the pavement. It’s a $475 contract and each trip
12:21
$475 contract and each trip above that is twenty-five. so
12:23
above that is twenty-five. so we’re gonna go from draft to
12:24
we’re gonna go from draft to quote and we have our
12:26
quote and we have our residential sidewalk clearing
12:28
residential sidewalk clearing of $50. so it’s 200 square feet
12:30
of $50. so it’s 200 square feet so every twenty-five was an
12:33
so every twenty-five was an additional uh $25. Obviously
12:37
additional uh $25. Obviously some of. Pricing is fictitious
12:39
some of. Pricing is fictitious for sidewalks, but you get the
12:40
for sidewalks, but you get the idea the site break this down
12:42
idea the site break this down now. The next important part is
12:45
now. The next important part is we’re gonna save this now on
12:46
we’re gonna save this now on our estimate template when we
12:49
our estimate template when we created this template here we
12:50
created this template here we connected it to the simple
12:52
connected it to the simple growth twenty residential
12:53
growth twenty residential contract. What that did is it
12:55
contract. What that did is it connected the estimate. Email
12:57
connected the estimate. Email the estimate document and the
12:58
the estimate document and the acceptance email and now
13:00
acceptance email and now they’re all connected. Um so if
13:02
they’re all connected. Um so if you are a service Autopilot
13:03
you are a service Autopilot user uh on the service,
13:06
user uh on the service, Autopilot marketplace, we have
13:06
Autopilot marketplace, we have this all collected or connected
13:08
this all collected or connected for you where you can actually
13:09
for you where you can actually download this and use this
13:10
download this and use this within minutes. But the idea
13:12
within minutes. But the idea here is to show you how to do
13:13
here is to show you how to do it yourself so the next thing
13:15
it yourself so the next thing we wanna do is we go back to
13:16
we wanna do is we go back to this lead. We’re gonna go and
13:19
this lead. We’re gonna go and email the estimate now that pre
13:21
email the estimate now that pre template email that’s stuck in
13:22
template email that’s stuck in there will automatically load
13:25
there will automatically load and what we’ve got is some
13:27
and what we’ve got is some information click here um for
13:30
information click here um for the snow removal estimate and
13:32
the snow removal estimate and the five major reasons why our
13:33
the five major reasons why our business is different. so what
13:35
business is different. so what we are gonna do now is scroll
13:37
we are gonna do now is scroll down and hit send and I’m gonna
13:40
down and hit send and I’m gonna hop into my email on the other
13:43
hop into my email on the other screen and pull this over for
13:44
screen and pull this over for you. And show you what the
13:47
you. And show you what the actual estimate looks like for
13:49
actual estimate looks like for your client with the actual um
13:54
your client with the actual um estimate slash contract with
13:57
estimate slash contract with the cap pricing on it. um so
14:00
the cap pricing on it. um so this is kinda where the rubber
14:01
this is kinda where the rubber meets the road so any comments
14:03
meets the road so any comments or questions drop below here um
14:06
or questions drop below here um happy to show you what this
14:09
happy to show you what this looks like um fully built out
14:10
looks like um fully built out here as I’m grabbing this here
14:12
here as I’m grabbing this here on the other screen. so. What
14:16
on the other screen. so. What we’ve got here is the email
14:17
we’ve got here is the email that your client would be
14:19
that your client would be getting and it is going to show
14:21
getting and it is going to show show here. Click here view my
14:23
show here. Click here view my proposal This is a live
14:25
proposal This is a live estimate that can be signed
14:27
estimate that can be signed online but what we’ve got is
14:30
online but what we’ve got is our residential plowing
14:33
our residential plowing Twenty-five trip cap um
14:34
Twenty-five trip cap um obviously you probably wanna
14:35
obviously you probably wanna make that a little uh read a
14:37
make that a little uh read a little bit better, but it’s
14:37
little bit better, but it’s residential plowing Twenty-five
14:39
residential plowing Twenty-five contract the company what they
14:41
contract the company what they will do what they will not
14:42
will do what they will not guarantee We will outline the
14:43
guarantee We will outline the details for 475. Dollars
14:47
details for 475. Dollars Residential plowing after 25
14:50
Residential plowing after 25 visits $25 per trip they cannot
14:52
visits $25 per trip they cannot select our selected to one of
14:55
select our selected to one of these we can go in and select
14:56
these we can go in and select it as the consumer and now I
14:59
it as the consumer and now I have my residential sidewalk
15:01
have my residential sidewalk clearing for fifty Bucks. So
15:02
clearing for fifty Bucks. So I’m gonna select both of those
15:05
I’m gonna select both of those and scroll down.
15:09
And accept the proposal now,
15:11
And accept the proposal now, depending on the settings of
15:13
depending on the settings of the estimate uh if you’ve seen
15:14
the estimate uh if you’ve seen a lot of our other videos, you
15:15
a lot of our other videos, you can go in and electronically
15:17
can go in and electronically sign and that’s going to give
15:19
sign and that’s going to give you uh IP address and the
15:21
you uh IP address and the actual printable Pdf of that
15:23
actual printable Pdf of that contract. That’s what I
15:25
contract. That’s what I recommend for best practice but
15:26
recommend for best practice but right now for this demo uh we
15:28
right now for this demo uh we didn’t go through the extra
15:29
didn’t go through the extra step to setting that up, but
15:32
step to setting that up, but that is gonna give you the high
15:33
that is gonna give you the high low or the twenty-five trip
15:35
low or the twenty-five trip retainer plus the overs and the
15:37
retainer plus the overs and the services so that is what you’re
15:39
services so that is what you’re gonna do there now when we go
15:41
gonna do there now when we go back in here, this is going to
15:43
back in here, this is going to be up. As a one contract, so
15:49
be up. As a one contract, so you can see here, it’s one so
15:51
you can see here, it’s one so the next step. if you’ve won
15:52
the next step. if you’ve won this, this estimate is how do
15:54
this, this estimate is how do we set this up? So we’d really
15:56
we set this up? So we’d really wanna go in at this point in my
15:58
wanna go in at this point in my opinion is convert the lead
16:00
opinion is convert the lead into a client so under more uh
16:03
into a client so under more uh convert lead.
16:07
Save and then before we can
16:11
Save and then before we can schedule this newly one
16:11
schedule this newly one contract for 25 trips in overs
16:15
contract for 25 trips in overs we wanna go in under the
16:17
we wanna go in under the contracts area at contract.
16:18
contracts area at contract. Now, snow removal is gonna be
16:19
Now, snow removal is gonna be different because it’s an on
16:20
different because it’s an on demand job so what you need to
16:23
demand job so what you need to do is go in create a contract
16:26
do is go in create a contract first before you set up the
16:27
first before you set up the contract the the um contract
16:30
contract the the um contract and we’re gonna call it our.
16:34
and we’re gonna call it our. Residential snow
16:40
Contract With typos, alright,
16:43
Contract With typos, alright, so we’ve got that in there now
16:46
so we’ve got that in there now we’re gonna go in and put our
16:46
we’re gonna go in and put our start date traditionally in my
16:49
start date traditionally in my market we would start November
16:51
market we would start November 20th and end the contract April
16:56
20th and end the contract April 5th. Now we need to enter a
16:58
5th. Now we need to enter a line item in so snow uh
17:02
line item in so snow uh residents or snow contract and
17:04
residents or snow contract and installment if you do
17:06
installment if you do installment uh so we can go in
17:09
installment uh so we can go in or we can just make it
17:11
or we can just make it resonate. Contract When you
17:13
resonate. Contract When you click that in that’s the
17:14
click that in that’s the invoice line item so in my
17:17
invoice line item so in my market we made the customer
17:18
market we made the customer prepay for the whole year in
17:19
prepay for the whole year in advance before we would show up
17:21
advance before we would show up other markets like to do some
17:22
other markets like to do some installments. So let’s just
17:24
installments. So let’s just play Devil’s advocate and let’s
17:25
play Devil’s advocate and let’s say you’re doing um that
17:29
say you’re doing um that contract. Let’s say it was uh
17:30
contract. Let’s say it was uh $400. I don’t remember what it
17:32
$400. I don’t remember what it was, but uh let’s say it was a
17:33
was, but uh let’s say it was a $400 contract so we do $100 in
17:36
$400 contract so we do $100 in November
17:39
November $100
17:39
$100 in December and Do $100 in
17:44
$100 in December and Do $100 in January and February um so
17:45
January and February um so that’s how you would set up the
17:47
that’s how you would set up the installment and it basically
17:48
installment and it basically when you go to the billing day
17:49
when you go to the billing day of the month here you set up to
17:51
of the month here you set up to the first and you can build 1
17:52
the first and you can build 1 day one Bill 1 month in
17:54
day one Bill 1 month in advance, so traditionally what
17:56
advance, so traditionally what we would do in my company is we
18:00
we would do in my company is we would go out and avoid doing
18:02
would go out and avoid doing installments, but we would
18:04
installments, but we would actually charge the complete
18:05
actually charge the complete $400 in the beginning of
18:07
$400 in the beginning of November and we had to be
18:09
November and we had to be prepaid in full before November
18:10
prepaid in full before November 20th with no discounts and
18:12
20th with no discounts and that’s how we operate cuz we
18:13
that’s how we operate cuz we always booked our schedule So
18:14
always booked our schedule So um I’ll put some links from.
18:16
um I’ll put some links from. Lot of landscape magazine how
18:17
Lot of landscape magazine how we did that so you can break it
18:18
we did that so you can break it down if you ever wanna try that
18:20
down if you ever wanna try that in your market, but here’s the
18:21
in your market, but here’s the idea we wanna auto generate So
18:24
idea we wanna auto generate So now we have this last part is
18:25
now we have this last part is under actions wanna add
18:27
under actions wanna add contracts item. So this is how
18:28
contracts item. So this is how we define that residential
18:32
we define that residential plowing cap and the residential
18:35
plowing cap and the residential plowing with a cap. And they
18:39
plowing with a cap. And they just put cap in here.
18:46
There’s our snow plow
18:47
There’s our snow plow residential cap 25 visits and
18:49
residential cap 25 visits and I’m gonna put 25 visits in
18:50
I’m gonna put 25 visits in here. I’m gonna wanna be
18:51
here. I’m gonna wanna be notified, especially if you’re
18:52
notified, especially if you’re an area that has the lake
18:54
an area that has the lake effect so greater than an equal
18:55
effect so greater than an equal to 25 visits. uh we’re gonna
18:58
to 25 visits. uh we’re gonna get a notification and service
18:59
get a notification and service autopilot so in our market we
19:01
autopilot so in our market we to certain areas wouldn’t get
19:02
to certain areas wouldn’t get as much snow so sometimes we
19:03
as much snow so sometimes we can be over that cap in one
19:05
can be over that cap in one area, not the other. so that’s
19:06
area, not the other. so that’s gonna give you that granular to
19:07
gonna give you that granular to that alert and we can let a
19:10
that alert and we can let a roll so I’m gonna alert myself
19:11
roll so I’m gonna alert myself as the owner role and hit save
19:14
as the owner role and hit save and now what we’re gonna build.
19:16
and now what we’re gonna build. Over this so if the quantity is
19:18
Over this so if the quantity is over our hours are we built
19:21
over our hours are we built over so yes, if the quantity is
19:22
over so yes, if the quantity is passed 25 visits, we’re gonna
19:25
passed 25 visits, we’re gonna build over this so that is the
19:28
build over this so that is the only part that’s included in
19:29
only part that’s included in the cap are sidewalk clearing
19:31
the cap are sidewalk clearing is a separate service um that’s
19:33
is a separate service um that’s build out per trip, so that’s
19:34
build out per trip, so that’s gonna handle differently. so
19:36
gonna handle differently. so we’re gonna hit save here now
19:39
we’re gonna hit save here now the next step. Is and I didn’t
19:42
the next step. Is and I didn’t select a service so that is
19:45
select a service so that is probably part of the reason Why
19:46
probably part of the reason Why see if we can get this to
19:48
see if we can get this to select.
19:54
And my guest. Is I did not
20:00
And my guest. Is I did not select?
20:04
The snow cabin this one when I
20:05
The snow cabin this one when I set up before the video let’s
20:08
set up before the video let’s go. Check it out here.
20:14
And show in snow, everything
20:17
And show in snow, everything looks appropriate here so let’s
20:22
looks appropriate here so let’s see why it does not like that.
20:37
For some reason, it is oh
20:40
For some reason, it is oh default service Nothing wrong
20:41
default service Nothing wrong with Facebook live. That’s the
20:43
with Facebook live. That’s the problem so we have to select
20:45
problem so we have to select our default service and I’m
20:47
our default service and I’m gonna put that into our
20:48
gonna put that into our residential twenty-five visit
20:49
residential twenty-five visit now we should be good so
20:51
now we should be good so comment questions drop below.
20:53
comment questions drop below. so if you’ve been doing this
20:53
so if you’ve been doing this for 910 years like myself, yes,
20:55
for 910 years like myself, yes, you can definitely miss a step.
20:57
you can definitely miss a step. so watch this video on the
20:58
so watch this video on the recording to make sure you’ve
20:59
recording to make sure you’ve got it now. The next step is
21:00
got it now. The next step is you wanna go and add a job.
21:02
you wanna go and add a job. We’re gonna add an on demand
21:03
We’re gonna add an on demand job so when I showed you on the
21:05
job so when I showed you on the service selection that we had
21:06
service selection that we had to show in snow dispatch, it
21:09
to show in snow dispatch, it will not be available unless it
21:10
will not be available unless it is selected on snow snow is
21:12
is selected on snow snow is done. Inserts all piled so I’m
21:16
done. Inserts all piled so I’m gonna select the cap. Visits
21:20
gonna select the cap. Visits are gonna sign that too let’s
21:25
are gonna sign that too let’s go in here and grab residential
21:27
go in here and grab residential plow crew number eight and our
21:31
plow crew number eight and our inch trigger is three inches on
21:33
inch trigger is three inches on a residential contract. It’s
21:35
a residential contract. It’s authorized 7 days a week An
21:36
authorized 7 days a week An invoice type now is a contract
21:40
invoice type now is a contract and a contract is a residential
21:41
and a contract is a residential snow contract. We just created
21:43
snow contract. We just created now the cap is going to be
21:46
now the cap is going to be number of pushes not events and
21:50
number of pushes not events and the. Is twenty-five pushes and
21:52
the. Is twenty-five pushes and it’s gonna reset yearly and we
21:56
it’s gonna reset yearly and we need to put in an overage
21:58
need to put in an overage invoice description so uh
22:00
invoice description so uh charge.
22:04
For plowing over
22:09
25 visits now, we’re gonna go
22:11
25 visits now, we’re gonna go in and select the range. I’m
22:13
in and select the range. I’m gonna recommend if it is a
22:14
gonna recommend if it is a three inch trigger. I’m gonna
22:16
three inch trigger. I’m gonna say three to 90.9 inches is we
22:19
say three to 90.9 inches is we were charging an extra $25 per
22:21
were charging an extra $25 per visit on that one um and I
22:24
visit on that one um and I believe it was .05 man hours
22:27
believe it was .05 man hours and it was not a hourly one. It
22:28
and it was not a hourly one. It was a flat rate so that is how
22:32
was a flat rate so that is how we set that up to set up the.
22:34
we set that up to set up the. 25 trips included under the
22:36
25 trips included under the contract and then an additional
22:38
contract and then an additional building of $25 per visit there
22:41
building of $25 per visit there after now, the last part here
22:42
after now, the last part here is we had sidewalk shoveling so
22:45
is we had sidewalk shoveling so we’re gonna go and add another
22:46
we’re gonna go and add another on-demand job, but this is
22:47
on-demand job, but this is gonna be a little bit
22:48
gonna be a little bit different. There is no contract
22:50
different. There is no contract so the service is residential
22:52
so the service is residential uh sidewalk clearing.
23:02
Garage and walks then we’re
23:03
Garage and walks then we’re gonna sign it to that same
23:06
gonna sign it to that same plowing crew number
23:08
plowing crew number theoretically that Saint be
23:09
theoretically that Saint be shoveling. It’s a three-inch
23:11
shoveling. It’s a three-inch trigger 7 days, but now this
23:13
trigger 7 days, but now this type is push per inch and it
23:17
type is push per inch and it goes out of every three inches,
23:18
goes out of every three inches, and it doesn’t matter how many
23:19
and it doesn’t matter how many inches are. We’re coming every
23:20
inches are. We’re coming every three inches, so I’m gonna bump
23:21
three inches, so I’m gonna bump it up to 90.9 again. and if you
23:24
it up to 90.9 again. and if you remember that was $50 per visit
23:26
remember that was $50 per visit and at that .25 man hours and
23:29
and at that .25 man hours and again, it’s flat rate not
23:30
again, it’s flat rate not hourly. So now we’ve gone to
23:32
hourly. So now we’ve gone to show you how to create a
23:33
show you how to create a contract with a cap amount and
23:36
contract with a cap amount and overs in an on demand, say
23:37
overs in an on demand, say sidewalk or consult. Job that
23:40
sidewalk or consult. Job that is paid per visit so comments
23:43
is paid per visit so comments or questions drop them below.
23:44
or questions drop them below. wanna thank Rudy and a couple
23:45
wanna thank Rudy and a couple of people who submitted this
23:46
of people who submitted this question apologize. How late it
23:47
question apologize. How late it took me to uh get that up but
23:49
took me to uh get that up but um been a crazy time this fall
23:51
um been a crazy time this fall even with coveted uh the simple
23:52
even with coveted uh the simple growth team has been very busy
23:55
growth team has been very busy helping service Autopilot users
23:57
helping service Autopilot users amongst other platforms uh grow
24:00
amongst other platforms uh grow and scale their service
24:00
and scale their service business and lawn care snow
24:03
business and lawn care snow plowing and home cleaning. um
24:04
plowing and home cleaning. um other thing. I really wanna
24:04
other thing. I really wanna push out here and take a look
24:06
push out here and take a look at is uh if you’re interested.
24:09
at is uh if you’re interested. Um in the uh service, autopilot
24:12
Um in the uh service, autopilot or basically any cm if using a
24:15
or basically any cm if using a service uh based business
24:16
service uh based business software, you wanna get a free
24:18
software, you wanna get a free thirty-minute audit of your
24:19
thirty-minute audit of your soft with myself or Dylan. I’m
24:20
soft with myself or Dylan. I’m a simple growth team. Um I’ve
24:24
a simple growth team. Um I’ve just posted the uh ul and link
24:27
just posted the uh ul and link in the actual um comments here.
24:29
in the actual um comments here. I’ll put another one in here
24:32
I’ll put another one in here that they free software audit
24:35
that they free software audit will go through uh no sales
24:36
will go through uh no sales pitch literally just tell you
24:38
pitch literally just tell you what your score is and uh what
24:39
what your score is and uh what you need to work on to be. Set
24:41
you need to work on to be. Set up in your software um really
24:44
up in your software um really cool process we do we actually
24:45
cool process we do we actually send you um a graphic and all
24:48
send you um a graphic and all the questions so you know
24:49
the questions so you know exactly where you’re at in your
24:50
exactly where you’re at in your software um but if you scroll
24:52
software um but if you scroll down, you can book a call right
24:53
down, you can book a call right with myself, um my callahan to
24:57
with myself, um my callahan to uh get that free essay audit.
24:58
uh get that free essay audit. Uh we even do have some weekend
25:00
Uh we even do have some weekend plans on Saturday as well and
25:02
plans on Saturday as well and some times available tomorrow.
25:05
some times available tomorrow. so if that’s something of
25:05
so if that’s something of interest feel free to click
25:07
interest feel free to click that link last thing I wanna
25:09
that link last thing I wanna show you is if you are a serve
25:10
show you is if you are a serve or simple growth client. Uh we
25:12
or simple growth client. Uh we do have a new chat feature on
25:14
do have a new chat feature on the bottom left-hand side of
25:16
the bottom left-hand side of our website. uh when you click
25:17
our website. uh when you click this here uh believe it or not
25:20
this here uh believe it or not we’ve extended our hours so it
25:21
we’ve extended our hours so it is from 9 AM eastern all the
25:25
is from 9 AM eastern all the way to 10 PM Eastern so if
25:28
way to 10 PM Eastern so if you’re one of a client at
25:29
you’re one of a client at simple growth, any questions
25:31
simple growth, any questions around service autopilot or
25:33
around service autopilot or automations or anything else,
25:34
automations or anything else, we’re going on uh the civil
25:36
we’re going on uh the civil team is live via chat from 9 AM
25:38
team is live via chat from 9 AM to 10 PM Eastern. Uh
25:42
to 10 PM Eastern. Uh potentially some new weekend
25:43
potentially some new weekend hours coming up shortly but uh
25:44
hours coming up shortly but uh make sure you click the link
25:45
make sure you click the link below here to get that audit of
25:48
below here to get that audit of your scheduling software and if
25:49
your scheduling software and if you have any comments or
25:51
you have any comments or questions how we broke down
25:52
questions how we broke down snow plowing with a cap and
25:53
snow plowing with a cap and overages and then one time for
25:55
overages and then one time for safe shoveling or salting
25:57
safe shoveling or salting whether it’s a sidewalk to the
25:59
whether it’s a sidewalk to the parking lot. That’s how you do
26:00
parking lot. That’s how you do it put up Khan’s corner. You
26:02
it put up Khan’s corner. You ask questions. We answer them
26:03
ask questions. We answer them live right here on Facebook.
26:04
live right here on Facebook. We’ll see again tomorrow on the
26:06
We’ll see again tomorrow on the essay Weekly talk show at 1 PM
26:08
essay Weekly talk show at 1 PM eastern 12 PM Central Mike
26:09
eastern 12 PM Central Mike Callahan simple routine.

Why You Should Pre-Plan Your Budget

Video Transcript

00:00
hey mike calling here with callahan’s
00:02
corner i want to talk about pre-planning
00:03
your budget before it’s too late so uh
00:06
got a monster weed and basically
00:08
dandelion behind me and
00:10
talk about what happens if you don’t use
00:11
pre-emergence in your lawn
00:13
to basically proactively avoid something
00:16
like this bad boy popping up in your
00:17
yard and by the time it’s this big it’s
00:19
probably too late
00:20
to recover well similar analogy to
00:22
planning your budget as we go into the
00:24
end of 2020 and q4
00:26
we’re about to go into q1 um
00:30
my suggestion is we need to go out and
00:32
create a budget uh
00:34
each month and then each quarter driving
00:35
into our yearly goal
00:37
so just like putting pre-emergent in
00:39
your lawn in the lawn care industry to
00:41
avoid something like this popping up
00:42
proactively
00:44
we want to go out proactively go out and
00:47
pre-plan our budget so now is the time
00:49
in my opinion to go out and
00:50
set up your year goals for 2021
00:54
and set your sales goals create expenses
00:57
and then create your
00:58
bench um for how many employees you need
01:01
to hire and start going out now
01:03
recruiting for those positions you’re
01:04
going to need next year because if
01:06
you’re not proactively going out and
01:07
setting a budget as far as expenses
01:09
and sales going out and pre-planning
01:13
the bench you need to grow in your
01:14
business and
01:16
going out and setting marketing goals to
01:19
looking at our historics from 2020
01:21
how many niner rounds how much facebook
01:23
ads how many door hangers how many every
01:25
door direct mailings
01:26
this is time to pre-plan and if we don’t
01:28
pre-plan
01:29
things get out of hand really quickly
01:31
and if it gets too late in the year
01:32
you’ll never recover so
01:34
very similar to lawn industry when you
01:35
go out and put pre-emergents in the lawn
01:37
to avoid something like this popping up
01:39
a little extreme obviously
01:41
um but at this point of the year if you
01:42
had something like this in your yard
01:43
obviously it’s too late to recover
01:45
same things happen in a lot of service
01:46
businesses right now they forgot to
01:48
pre-plan
01:49
and now they’ve got ugliness that has
01:51
popped up something they can’t control
01:53
and things
01:54
are spiraling out of control so my
01:56
advice going into 2021 right now is we
01:57
want to set a budget
01:59
and in that budget we want a sales goal
02:01
expenses how many projected employees
02:03
are we going to need any possible
02:06
equipment
02:06
things that we need to add some pieces
02:08
of equipment we may be looking
02:09
accelerated depreciation if we plan that
02:11
correctly
02:12
by the end of the year for tax write-off
02:15
and then finally we want to dial in
02:16
a marketing plan or marketing budget so
02:19
how many pieces
02:20
of marketing planner going out for each
02:22
marketing piece
02:23
the average lead acceptance and then
02:26
conversion ratio into clients
02:28
and right now is a good time to be
02:29
looking into your crm your customer
02:31
relationship management software if you
02:32
have those
02:33
data points for lead sources and
02:35
conversions per marketing source so
02:37
video days got you thinking about
02:38
pre-planning just like you need
02:40
pre-emergent in
02:41
your lawn and landscape to control
02:43
things and preventively avoid things
02:45
like this getting out of control
02:46
we need to go out and pre-plan for our
02:48
2021 season
02:49
and that’s gonna be our budget sales
02:52
expenses
02:52
how many more people we need on our
02:54
bench as far as employees to start
02:55
recruiting now
02:56
any major pieces of equipment and
02:59
dialing in that marketing
03:00
plan slash budget based on the
03:02
historical data inside your crm and if
03:04
you haven’t set that up
03:06
set it up now lead source tracking for
03:08
lead acquisition and conversion in the
03:09
cells callahan’s corner you ask it
03:10
questions
03:11
we answer them live right here on
03:12
facebook and uh i don’t know i have to
03:14
give tom kelly a shout out to be safe to
03:16
see if we got some
03:17
natural organic options to handle this
03:19
dandelion but uh
03:20
something i haven’t seen before so i had
03:22
to make a video about it so go out and
03:23
pre-plan your plan for 2021 mike
03:25
callahan here

SA Weekly Talk Show with Dan Platta

Video Transcript

00:02
Welcome back to the SA Weekly
00:03
Welcome back to the SA Weekly Talk show Mike Callahan here co
00:05
Talk show Mike Callahan here co host this week with special
00:07
host this week with special guest Dan Plata of Blue Skies
00:10
guest Dan Plata of Blue Skies uh CEO of Blue Skies Blue
00:12
uh CEO of Blue Skies Blue skies. If you haven’t heard
00:13
skies. If you haven’t heard about them, we’re gonna dive
00:14
about them, we’re gonna dive into what that is, but uh very
00:16
into what that is, but uh very impressed with Dan and his
00:18
impressed with Dan and his group uh bookkeeping beer and
00:22
group uh bookkeeping beer and BS and if you are a fan of the
00:24
BS and if you are a fan of the SA weekly talk show, I’m
00:25
SA weekly talk show, I’m actually gonna be joining Dan
00:26
actually gonna be joining Dan um next week on bookkeeping
00:28
um next week on bookkeeping beer and BS uh talking all
00:29
beer and BS uh talking all things financial. Automations
00:32
things financial. Automations and you name it um crazy
00:33
and you name it um crazy business but here on the essay,
00:34
business but here on the essay, Weekly talk show I wanted to
00:35
Weekly talk show I wanted to bring in on um because he has a
00:38
bring in on um because he has a lot of experience in a lot of
00:39
lot of experience in a lot of different services business now
00:41
different services business now predominantly blue skies is
00:42
predominantly blue skies is working in windows and home
00:43
working in windows and home cleaning um but through his
00:45
cleaning um but through his bookkeeping, he has expertise
00:46
bookkeeping, he has expertise in uh pretty much all things
00:49
in uh pretty much all things service businesses. So if you
00:50
service businesses. So if you have any questions or comments
00:53
have any questions or comments drop them in the comments below
00:54
drop them in the comments below and if you have some time,
00:54
and if you have some time, we’re gonna answer those
00:55
we’re gonna answer those questions live at the end of
00:56
questions live at the end of our talk, but uh Dan, if
00:58
our talk, but uh Dan, if anybody hasn’t seen any of the
00:59
anybody hasn’t seen any of the conferences, I know we ran into
01:02
conferences, I know we ran into you. It’s um several service uh
01:04
you. It’s um several service uh industry conferences uh
01:04
industry conferences uh throughout the last year
01:05
throughout the last year really. With What you guys are
01:08
really. With What you guys are doing over there, but if
01:09
doing over there, but if somebody hasn’t heard of you
01:10
somebody hasn’t heard of you what you do in your background
01:11
what you do in your background of a predominant bookkeeping
01:13
of a predominant bookkeeping that maybe a little bias and
01:14
that maybe a little bias and beer as well. um would you mind
01:15
beer as well. um would you mind kinda introduce yourself and
01:17
kinda introduce yourself and let people know how you cut
01:18
let people know how you cut your teeth in the service
01:19
your teeth in the service industry and then evolving into
01:21
industry and then evolving into a bookkeeping. Yeah sure. so um
01:23
a bookkeeping. Yeah sure. so um I’m doing some Facebook shares
01:25
I’m doing some Facebook shares so if somebody catches on a
01:26
so if somebody catches on a different page, I’m just trying
01:27
different page, I’m just trying to get it out there so anybody
01:29
to get it out there so anybody that you know it’s it’s maybe
01:30
that you know it’s it’s maybe too early in the day to drink
01:31
too early in the day to drink beer, but we can still be s and
01:34
beer, but we can still be s and maybe feather in some
01:34
maybe feather in some bookkeeping um. So the the
01:38
bookkeeping um. So the the whole the whole bookkeeping
01:40
whole the whole bookkeeping world for me uh in a way came
01:43
world for me uh in a way came about by accident, so I got
01:45
about by accident, so I got into the industry um to help
01:47
into the industry um to help one of my buddies. Mike do with
01:49
one of my buddies. Mike do with his businesses and I was doing
01:51
his businesses and I was doing some bookkeeping stuff for him,
01:52
some bookkeeping stuff for him, but for those that don’t know
01:53
but for those that don’t know my story, I’ve spent like 10
01:55
my story, I’ve spent like 10 years in the corporate world,
01:56
years in the corporate world, no surprise uh and I’m an
01:58
no surprise uh and I’m an entrepreneurial guy. I got to
02:00
entrepreneurial guy. I got to burned out after a decade in
02:01
burned out after a decade in the the corporate world and I
02:02
the the corporate world and I was like like it wasn’t about
02:04
was like like it wasn’t about the money anymore. I just
02:04
the money anymore. I just wanted to do something fun and
02:06
wanted to do something fun and create value that I got to keep
02:07
create value that I got to keep or at least the people that I
02:09
or at least the people that I like to work with got to keep
02:10
like to work with got to keep so. We had a window cleaning
02:13
so. We had a window cleaning business at that time, We
02:14
business at that time, We bought some more window
02:15
bought some more window cleaning businesses. We bought
02:17
cleaning businesses. We bought some home cleaning businesses
02:17
some home cleaning businesses and really uh that was our
02:19
and really uh that was our focus for a long time and it’s
02:21
focus for a long time and it’s still is we still own and
02:23
still is we still own and operate those businesses and
02:25
operate those businesses and they’re kind of our cornerstone
02:26
they’re kind of our cornerstone but in the last two to 3 years
02:29
but in the last two to 3 years we had you know you build this
02:31
we had you know you build this network of other small business
02:33
network of other small business owners and you kinda like you
02:34
owners and you kinda like you know they say misery loves
02:35
know they say misery loves company. I don’t know if we’re
02:37
company. I don’t know if we’re miserable or not, but we are
02:38
miserable or not, but we are totally gravitate to the same
02:39
totally gravitate to the same type of stuff right. so we
02:41
type of stuff right. so we built up this network um and
02:43
built up this network um and totally by. We had people start
02:45
totally by. We had people start asking us for help on some of
02:47
asking us for help on some of the things we have built
02:49
the things we have built systems for and you know we had
02:50
systems for and you know we had 100 plus employees and so in
02:52
100 plus employees and so in multiple locations so we had to
02:53
multiple locations so we had to get really good at a few things
02:56
get really good at a few things that we were doing remotely,
02:57
that we were doing remotely, which was recruiting and
02:58
which was recruiting and bookkeeping and marketing and
03:00
bookkeeping and marketing and over the last few years just we
03:02
over the last few years just we we started to get tapped to
03:04
we started to get tapped to just help people out with their
03:06
just help people out with their systems using our labor. so we
03:08
systems using our labor. so we had the labor um and we had our
03:11
had the labor um and we had our systems built and so we just
03:12
systems built and so we just started like figuring out ways
03:13
started like figuring out ways to. Our friends into our
03:17
to. Our friends into our systems so they could get the
03:18
systems so they could get the benefit of our scale and then
03:19
benefit of our scale and then you know and they’re like well.
03:21
you know and they’re like well. that’s awesome. We appreciate
03:22
that’s awesome. We appreciate it. What do we owe you and the
03:23
it. What do we owe you and the first thing I could come up
03:24
first thing I could come up with this is a case of beer cuz
03:26
with this is a case of beer cuz I’m from Wisconsin and that’s
03:27
I’m from Wisconsin and that’s how you do. you know a favor
03:29
how you do. you know a favor you get a case of beer um but
03:30
you get a case of beer um but eventually we realize Oh, we
03:32
eventually we realize Oh, we actually have a business here
03:34
actually have a business here um and so for the last couple
03:35
um and so for the last couple of years, we’ve had our blue
03:37
of years, we’ve had our blue skies Admin services business.
03:38
skies Admin services business. so we went we flip sides of the
03:40
so we went we flip sides of the table at the industry events.
03:41
table at the industry events. We would always go as a. And
03:44
We would always go as a. And over the last couple of years
03:45
over the last couple of years we’ve had to figure out how to
03:47
we’ve had to figure out how to be a vendor feels really weird
03:50
be a vendor feels really weird um and honestly, it’s gonna be
03:52
um and honestly, it’s gonna be the weirdest thing. Um I got I
03:54
the weirdest thing. Um I got I got to hop in here is that
03:56
got to hop in here is that transition from uh the service
03:58
transition from uh the service business to a vendor and then
04:00
business to a vendor and then maybe being both uh the service
04:02
maybe being both uh the service business and the vendor being
04:03
business and the vendor being at those events, it is really
04:05
at those events, it is really um it’s an interesting feeling
04:07
um it’s an interesting feeling um uh cuz there’s this
04:09
um uh cuz there’s this conferences are great. Um got a
04:10
conferences are great. Um got a big big event coming up right
04:12
big big event coming up right now. It’s a thrive our virtual
04:13
now. It’s a thrive our virtual event for service Autopilot and
04:15
event for service Autopilot and then uh hopefully everything
04:17
then uh hopefully everything comes down with Cove and
04:17
comes down with Cove and national crisis and uh we can
04:19
national crisis and uh we can get. Backs seven uh back in
04:22
get. Backs seven uh back in Dallas next year but um before
04:25
Dallas next year but um before we really get into the nuts and
04:27
we really get into the nuts and bolts of bookkeeping um and and
04:29
bolts of bookkeeping um and and the things that we really wanna
04:30
the things that we really wanna talk about. I gotta I gotta
04:31
talk about. I gotta I gotta give you guys some credit uh we
04:32
give you guys some credit uh we had uh uh a member uh that
04:34
had uh uh a member uh that reached out to us as a
04:36
reached out to us as a certified adviser Service
04:37
certified adviser Service Autopilot and said, Hey Mike um
04:39
Autopilot and said, Hey Mike um I need some help with basically
04:41
I need some help with basically putting together a help wanted
04:43
putting together a help wanted ad in Craigslist, Facebook
04:45
ad in Craigslist, Facebook wherever you’re going um
04:46
wherever you’re going um gentleman had some really good
04:47
gentleman had some really good points on that that he was
04:48
points on that that he was basically. Um formatting the
04:53
basically. Um formatting the application, How do I put this
04:54
application, How do I put this is more of this is what you
04:55
is more of this is what you need to do for us and this is
04:57
need to do for us and this is what you’re gonna get paid and
04:58
what you’re gonna get paid and it was all focused on basically
04:59
it was all focused on basically just dollar but nothing around
05:01
just dollar but nothing around culture and things like that um
05:02
culture and things like that um and obviously blue skies uh
05:04
and obviously blue skies uh windows and home cleaning that
05:05
windows and home cleaning that you’ve got different locations
05:07
you’ve got different locations around. I’m assuming that the
05:08
around. I’m assuming that the United States, but it was
05:09
United States, but it was interesting in upstate New
05:11
interesting in upstate New York. Um I opened up the filter
05:13
York. Um I opened up the filter on the Facebook uh ad part
05:15
on the Facebook uh ad part basically for help wanted and I
05:17
basically for help wanted and I ended up. I think it was for
05:18
ended up. I think it was for the window cleaning company
05:20
the window cleaning company seeing one of your ads and then
05:21
seeing one of your ads and then with the link. The automated um
05:26
with the link. The automated um basically yeah, but it was it.
05:29
basically yeah, but it was it. It is totally off the cup. I
05:30
It is totally off the cup. I don’t know if you feel
05:32
don’t know if you feel comfortable at least just
05:33
comfortable at least just talking about on an extremely
05:35
talking about on an extremely high level. What you’ve seen as
05:37
high level. What you’ve seen as success when you go out for um
05:40
success when you go out for um getting help in the way you’re
05:41
getting help in the way you’re formulating that cuz I know
05:43
formulating that cuz I know this gentleman um truly wants
05:44
this gentleman um truly wants to get good employees. We all
05:45
to get good employees. We all do but a lot of times including
05:47
do but a lot of times including in the early years myself. um
05:49
in the early years myself. um I’d be focusing on you need to
05:51
I’d be focusing on you need to show up and this time you need
05:52
show up and this time you need to you know reliable
05:53
to you know reliable transportation you you. It’s
05:54
transportation you you. It’s not you know what can we do for
05:56
not you know what can we do for you and obviously at this
05:56
you and obviously at this point, the the game is changed
05:57
point, the the game is changed with the millennial workforce.
06:00
with the millennial workforce. Doesn’t necessarily fetch
06:01
Doesn’t necessarily fetch someone outside of like
06:03
someone outside of like literally wanting a paycheck to
06:04
literally wanting a paycheck to cover probably like a carton of
06:06
cover probably like a carton of cigarettes and some boos at the
06:07
cigarettes and some boos at the end of the week, like that’s
06:08
end of the week, like that’s probably not the person you
06:09
probably not the person you wanna build a business and a
06:12
wanna build a business and a culture around so before we
06:13
culture around so before we actually dive into what we’re
06:14
actually dive into what we’re talking about the financials
06:15
talking about the financials and the bookkeeping going into
06:16
and the bookkeeping going into you know basically in the
06:18
you know basically in the middle of Q four right now uh
06:19
middle of Q four right now uh would you mind hit on it? cuz I
06:20
would you mind hit on it? cuz I just the way you had that ad. I
06:22
just the way you had that ad. I saw it yesterday morning. um I
06:24
saw it yesterday morning. um I actually sent a link to it to
06:25
actually sent a link to it to and said, Hey, this is a good
06:26
and said, Hey, this is a good example of what you kinda
06:27
example of what you kinda should be some of that. on.
06:28
should be some of that. on. Yeah I i.. An awesome question
06:32
Yeah I i.. An awesome question there’s um it’s a bit of an art
06:35
there’s um it’s a bit of an art and a bit of a science type of
06:35
and a bit of a science type of thing like you mentioned like
06:37
thing like you mentioned like the culture part is really the
06:39
the culture part is really the art to it. The science of how
06:41
art to it. The science of how you talk about your culture is
06:44
you talk about your culture is it can be very like methodical
06:47
it can be very like methodical methodical. It doesn’t need
06:47
methodical. It doesn’t need like a mathematical formula but
06:49
like a mathematical formula but in a way it kind of is um and
06:52
in a way it kind of is um and we for for when we write a job
06:54
we for for when we write a job ad, we basically stole Simon
06:56
ad, we basically stole Simon Sins model of why how what um
06:59
Sins model of why how what um and so if you? Simon Ted talks
07:02
and so if you? Simon Ted talks has books um he’s super
07:06
has books um he’s super engaging guy, but he and one of
07:08
engaging guy, but he and one of his Ted talks specifically, and
07:09
his Ted talks specifically, and he has a has a whole book that
07:10
he has a has a whole book that elaborate on it, but I think
07:11
elaborate on it, but I think you’ll get the gist with his
07:13
you’ll get the gist with his Ted talk, but it basically says
07:14
Ted talk, but it basically says the companies that market
07:16
the companies that market successfully start with why
07:18
successfully start with why they do something. and then
07:20
they do something. and then they talk about how they do it.
07:21
they talk about how they do it. And then they talk about what
07:22
And then they talk about what it is like what it is is the
07:24
it is like what it is is the least important thing and for
07:26
least important thing and for your job description that’s
07:29
your job description that’s that is like what it is is your
07:30
that is like what it is is your company. Nobody really cares.
07:32
company. Nobody really cares. Company yet they eventually
07:34
Company yet they eventually will, but they care about why
07:36
will, but they care about why they should come work for you
07:36
they should come work for you and that’s all about your
07:39
and that’s all about your culture and so weaving in the
07:41
culture and so weaving in the cultural stuff First, why
07:42
cultural stuff First, why they’re gonna love working for
07:44
they’re gonna love working for you. And then the second thing
07:45
you. And then the second thing is how they’re gonna do the job
07:46
is how they’re gonna do the job like what that looks like on a
07:48
like what that looks like on a day-to-day basis, and the last
07:49
day-to-day basis, and the last thing is like. Oh, we happen to
07:51
thing is like. Oh, we happen to be a lawn care company up in
07:52
be a lawn care company up in upstate New York or wherever
07:54
upstate New York or wherever you’re at and by the way here’s
07:56
you’re at and by the way here’s kinda like the pay range, but
07:56
kinda like the pay range, but it’s got to engage them with
07:58
it’s got to engage them with cultural stuff. First. that
07:59
cultural stuff. First. that makes somebody like read
08:00
makes somebody like read through the whole. Right and
08:03
through the whole. Right and get interested in say like this
08:04
get interested in say like this is where I wanna be right and
08:06
is where I wanna be right and and it’s the same thing that
08:08
and it’s the same thing that causes people to leave
08:09
causes people to leave companies, which is a ???
08:11
companies, which is a ??? culture is the same thing that
08:14
culture is the same thing that attracts them to companies up
08:15
attracts them to companies up front. It’s not the money. It’s
08:17
front. It’s not the money. It’s the culture. It’s the vibe.
08:18
the culture. It’s the vibe. It’s the place that they wanna
08:19
It’s the place that they wanna go cuz chances are hopefully
08:20
go cuz chances are hopefully they already have a job but
08:22
they already have a job but they’re they’re planning on
08:23
they’re they’re planning on leaving it. There’s not gonna
08:24
leaving it. There’s not gonna leave until they have something
08:25
leave until they have something else and they’re probably
08:27
else and they’re probably leaving it because it sucks
08:27
leaving it because it sucks working in there so create a
08:29
working in there so create a job that they want the
08:31
job that they want the atmosphere that they wanna go
08:31
atmosphere that they wanna go to and then highlight that in
08:33
to and then highlight that in your job and and just always
08:35
your job and and just always start with that. Why I love it
08:36
start with that. Why I love it and I haven’t really heard. Uh
08:38
and I haven’t really heard. Uh analogy, but I completely agree
08:39
analogy, but I completely agree so it was interesting and I
08:41
so it was interesting and I think probably why it resonated
08:42
think probably why it resonated with me is that ad look very
08:45
with me is that ad look very similar. Structurally the way
08:46
similar. Structurally the way we broke out the ones in
08:48
we broke out the ones in Callahan’s lawn care, so I set
08:49
Callahan’s lawn care, so I set the gentleman one of our old
08:50
the gentleman one of our old ads that we use at the lawn
08:52
ads that we use at the lawn care company um and then I went
08:53
care company um and then I went through and I’m like well,
08:54
through and I’m like well, There’s gonna be a new version
08:55
There’s gonna be a new version of this or there’s gotta be
08:56
of this or there’s gotta be something that resonates to
08:57
something that resonates to kinda say hey, I’m it’s not
08:58
kinda say hey, I’m it’s not only me just doing this like
09:00
only me just doing this like here’s somebody else doing this
09:01
here’s somebody else doing this and it looks not exactly the
09:02
and it looks not exactly the same, but it’s resonating the
09:04
same, but it’s resonating the same thing. So I’m glad you
09:04
same thing. So I’m glad you brought that culture piece in
09:05
brought that culture piece in and how you weave. Is that
09:08
and how you weave. Is that right now, let’s face it. It’s
09:10
right now, let’s face it. It’s We’ve got away from the the
09:12
We’ve got away from the the $600 a week unemployment
09:13
$600 a week unemployment bonuses. I like to call it
09:15
bonuses. I like to call it depending on the state where
09:16
depending on the state where you’re at it’s fluctuated, but
09:18
you’re at it’s fluctuated, but it’s still it’s hard to get
09:19
it’s still it’s hard to get people to actually show up to
09:21
people to actually show up to these jobs, especially if it’s
09:22
these jobs, especially if it’s seasonal, we’re getting near
09:24
seasonal, we’re getting near the end of the season um and
09:25
the end of the season um and speaking near the end of the
09:27
speaking near the end of the season, uh believe it or not if
09:28
season, uh believe it or not if you’re watching this live right
09:29
you’re watching this live right now, we’re in the middle of Q.
09:32
now, we’re in the middle of Q. Four. It’s key for baby 2
09:33
Four. It’s key for baby 2 months left, and especially if
09:34
months left, and especially if you’re working outside lawn
09:35
you’re working outside lawn care landscaping pest control
09:37
care landscaping pest control um you’re probably not gonna.
09:39
um you’re probably not gonna. Lies depending where you’re in
09:40
Lies depending where you’re in the country on the full what’s
09:42
the country on the full what’s left of of Q four now, maybe if
09:44
left of of Q four now, maybe if you’re in the cleaning
09:45
you’re in the cleaning industry, we definitely we’re
09:46
industry, we definitely we’re gonna obviously capitalize.
09:47
gonna obviously capitalize. It’s a big one there as well
09:48
It’s a big one there as well cuz you’ve got the holiday rush
09:51
cuz you’ve got the holiday rush um so whether you’re in lawn
09:52
um so whether you’re in lawn care where you need to be
09:53
care where you need to be pushing down the pedal and
09:54
pushing down the pedal and driving bottom line margins
09:56
driving bottom line margins because as we’re gonna talk
09:56
because as we’re gonna talk about, we’ve recovered most of
09:57
about, we’ve recovered most of our overhead at least the fixed
09:59
our overhead at least the fixed part or if you’re in home
10:00
part or if you’re in home clean, it’s time to upsell
10:01
clean, it’s time to upsell those ancillary services to
10:03
those ancillary services to double down on one time a
10:05
double down on one time a reoccurring service so Dan what
10:06
reoccurring service so Dan what do we do here with a few months
10:08
do we do here with a few months left in? Q. Four. What what?
10:10
left in? Q. Four. What what? What should we be focusing on
10:12
What should we be focusing on you know to me? this is maybe
10:15
you know to me? this is maybe uh almost like two plain and
10:18
uh almost like two plain and simple but just putting money
10:19
simple but just putting money in the bank. It’s it’s like I’m
10:22
in the bank. It’s it’s like I’m up in Minneapolis and it’s not
10:23
up in Minneapolis and it’s not much different than upstate New
10:25
much different than upstate New York, but like you got 8 weeks
10:27
York, but like you got 8 weeks left, so it’s cold outside
10:29
left, so it’s cold outside right now. Yeah, I mean I was
10:31
right now. Yeah, I mean I was telling you earlier like I’m
10:32
telling you earlier like I’m going bow hunting right after
10:33
going bow hunting right after after this our temperature
10:34
after this our temperature today in Minneapolis, 48 the
10:35
today in Minneapolis, 48 the lows are in the 30s. so like
10:38
lows are in the 30s. so like it’s the leaves are. Dropping
10:40
it’s the leaves are. Dropping like crazy, we need to go out
10:42
like crazy, we need to go out and get a bunch of work done as
10:43
and get a bunch of work done as fast as we possibly can before
10:45
fast as we possibly can before we get covered in three four
10:46
we get covered in three four feet of snow so it now every
10:49
feet of snow so it now every part of the US or the world is
10:51
part of the US or the world is a little bit different but the
10:53
a little bit different but the trigger for the consumer is
10:54
trigger for the consumer is still there like just like it
10:55
still there like just like it is in the spring time with
10:57
is in the spring time with spring cleaning like fall is is
10:59
spring cleaning like fall is is like winter prep time right um
11:01
like winter prep time right um and so it has to and for our
11:03
and so it has to and for our business, it has to be winter
11:04
business, it has to be winter prep time cuz our revenues
11:06
prep time cuz our revenues probably gonna dip a little
11:07
probably gonna dip a little bit. maybe not if you’re in the
11:08
bit. maybe not if you’re in the mat. Spacer in janitorial, you
11:10
mat. Spacer in janitorial, you can keep it keep it rolling um,
11:12
can keep it keep it rolling um, but if you’re working at all on
11:14
but if you’re working at all on the outside of the house, I
11:15
the outside of the house, I would say like what you should
11:17
would say like what you should be focused on is almost
11:18
be focused on is almost nothing. you should just be
11:20
nothing. you should just be focused on executing like make
11:22
focused on executing like make sure you have the capacity that
11:24
sure you have the capacity that you need and make sure you’re
11:26
you need and make sure you’re you’re booking the demand as
11:27
you’re booking the demand as fast as you can and just worry
11:30
fast as you can and just worry about making dollars pretty
11:32
about making dollars pretty much through November the the
11:34
much through November the the flip side of that is in the
11:35
flip side of that is in the downside to being like so
11:37
downside to being like so they’re focused on that. Makes
11:40
they’re focused on that. Makes it really hard to start
11:40
it really hard to start thinking and looking at 2021
11:43
thinking and looking at 2021 and we totally put it on the
11:44
and we totally put it on the back burner and we like push
11:47
back burner and we like push push and all of a sudden. It’s
11:48
push and all of a sudden. It’s like man. it’s Christmas time
11:51
like man. it’s Christmas time and I haven’t started like even
11:52
and I haven’t started like even thinking about twenty or
11:54
thinking about twenty or twenty-one like creating a
11:56
twenty-one like creating a budget for it or planning on it
11:57
budget for it or planning on it at all, like I’m just happy
11:58
at all, like I’m just happy that this year is done right
12:00
that this year is done right and we’re like going to
12:01
and we’re like going to hibernation mode. So it’s not
12:03
hibernation mode. So it’s not good or bad, but it’s it’s go
12:04
good or bad, but it’s it’s go time. it’s time to make money
12:06
time. it’s time to make money um all capacity demand.
12:09
um all capacity demand. Capacity in demand right now,
12:10
Capacity in demand right now, wouldn’t you say to an
12:11
wouldn’t you say to an individual like man? It’s been
12:12
individual like man? It’s been crazy. We just got out of the
12:14
crazy. We just got out of the spring. I’ve been locked up
12:16
spring. I’ve been locked up with the family. you know it’s
12:18
with the family. you know it’s uncertain. I just got through
12:19
uncertain. I just got through the lawn care season. I finally
12:20
the lawn care season. I finally the doors just opened up my
12:22
the doors just opened up my home cleaning business. I’ve
12:23
home cleaning business. I’ve been going and going and going
12:24
been going and going and going and going man. it’s it’s almost
12:24
and going man. it’s it’s almost the middle of October. I’m
12:27
the middle of October. I’m burned out Dan like can I just
12:28
burned out Dan like can I just post a little bit and get a
12:30
post a little bit and get a breather like you know? what
12:32
breather like you know? what what? what do you say to that?
12:32
what? what do you say to that? cuz it is there inherently a
12:35
cuz it is there inherently a negative effect if you just
12:36
negative effect if you just keep the status? Q. Just kinda
12:39
keep the status? Q. Just kinda go to the end of the winter
12:41
go to the end of the winter softly like what what do you
12:43
softly like what what do you see it with the company? you’re
12:44
see it with the company? you’re with that are doing that and
12:45
with that are doing that and how do we avoid that if we
12:47
how do we avoid that if we should be avoiding assuming we
12:49
should be avoiding assuming we should be, I mean it that’s
12:51
should be, I mean it that’s that’s tricky right like you
12:53
that’s tricky right like you gotta you gotta do you and you
12:55
gotta you gotta do you and you gotta take care of your mental
12:56
gotta take care of your mental health but I also think we as
12:59
health but I also think we as entrepreneurs we didn’t. we
13:01
entrepreneurs we didn’t. we didn’t start a business and get
13:02
didn’t start a business and get to where we are because we ever
13:03
to where we are because we ever feel like it’s okay to coast.
13:06
feel like it’s okay to coast. So we all now we all have those
13:08
So we all now we all have those days where we. When you’re just
13:10
days where we. When you’re just like like I don’t have it in me
13:13
like like I don’t have it in me to push today, but we all know
13:15
to push today, but we all know that the next day it’ll be back
13:18
that the next day it’ll be back right um and so we just have
13:19
right um and so we just have that like natural fuel and fire
13:21
that like natural fuel and fire to to to drive at home,
13:22
to to to drive at home, especially when we can see the
13:24
especially when we can see the finish line um and if you’re if
13:26
finish line um and if you’re if you’re doing an exterior stuff,
13:27
you’re doing an exterior stuff, you can see that finish line
13:29
you can see that finish line right now and that usually even
13:31
right now and that usually even you know if you’re if you’re
13:32
you know if you’re if you’re running a race and you’re
13:34
running a race and you’re totally exhausted. If you’ve
13:35
totally exhausted. If you’ve been, you know, I’ve never run
13:36
been, you know, I’ve never run a marathon, but I can’t imagine
13:37
a marathon, but I can’t imagine what it would be. You got you
13:40
what it would be. You got you know three four miles left and
13:41
know three four miles left and you’re dead, but you know you
13:44
you’re dead, but you know you only got three four miles left
13:45
only got three four miles left and you just do it. You just
13:47
and you just do it. You just figure it out. um so I’d say
13:50
figure it out. um so I’d say just make it happen like now,
13:52
just make it happen like now, make now. make sure you’re
13:53
make now. make sure you’re delegating appropriately and
13:54
delegating appropriately and make sure you’re automating
13:56
make sure you’re automating appropriately and in you and I
13:57
appropriately and in you and I have been on a couple of
13:59
have been on a couple of different lives recently and we
14:00
different lives recently and we talked a ton about automation
14:01
talked a ton about automation so for those watching right now
14:02
so for those watching right now if you didn’t check out Sean
14:04
if you didn’t check out Sean Day when he was with Mike uh
14:06
Day when he was with Mike uh month or two ago, and then Mike
14:08
month or two ago, and then Mike was on with John and Blue
14:10
was on with John and Blue collar recruiting. We ton about
14:12
collar recruiting. We ton about automation stuff um so to.
14:16
automation stuff um so to. Alleviate the burnout delegate
14:18
Alleviate the burnout delegate like crazy uh automate like
14:20
like crazy uh automate like crazy, um we’re actually using
14:22
crazy, um we’re actually using Mike’s Butt here. I got a
14:23
Mike’s Butt here. I got a meeting with Kevin next week uh
14:25
meeting with Kevin next week uh to to start implementing the
14:27
to to start implementing the bot to and automate and use.
14:32
bot to and automate and use. Some labor relief for sure, but
14:35
Some labor relief for sure, but got 8 weeks to go. It’s just
14:37
got 8 weeks to go. It’s just time to make money. you know.
14:37
time to make money. you know. that’s just gotta get it done
14:38
that’s just gotta get it done and if you have any before we
14:40
and if you have any before we jump into the next thing I
14:41
jump into the next thing I wanna touch on is with co and
14:43
wanna touch on is with co and and and and and doubling down
14:45
and and and and doubling down and creating that cash flow or
14:46
and creating that cash flow or that cash flow is a petition at
14:48
that cash flow is a petition at the lawn care Millionaire calls
14:49
the lawn care Millionaire calls it um we’re gonna look at a
14:51
it um we’re gonna look at a budgeting and some targets and
14:52
budgeting and some targets and things like that we should be
14:53
things like that we should be looking at as benchmarks now
14:54
looking at as benchmarks now and then how we can set that up
14:56
and then how we can set that up for 2021 um but as you guys are
14:58
for 2021 um but as you guys are running, you know different uh
15:01
running, you know different uh cleaning and window cleaning uh
15:03
cleaning and window cleaning uh operations throughout the US,
15:04
operations throughout the US, it was kinda. Mindset of the
15:06
it was kinda. Mindset of the entrepreneur, What are we
15:07
entrepreneur, What are we saying to our team members cuz
15:09
saying to our team members cuz I know in my lawn care company
15:10
I know in my lawn care company uh we had to have basically uh
15:12
uh we had to have basically uh for lack of a better word we
15:13
for lack of a better word we call the retention bonus
15:15
call the retention bonus basically a retention payout
15:17
basically a retention payout that there would be almost a
15:18
that there would be almost a kid of 1200 to $2500 depending
15:21
kid of 1200 to $2500 depending on the the longevity of the 10
15:23
on the the longevity of the 10 year in the position, but they
15:25
year in the position, but they had to get to the end of the
15:25
had to get to the end of the fall clean up season and when
15:27
fall clean up season and when we put that equipment away they
15:29
we put that equipment away they knew it was there but right
15:30
knew it was there but right around this time within a week
15:32
around this time within a week or two, I remember I have to
15:33
or two, I remember I have to stand up on top of the trail
15:34
stand up on top of the trail and guys and girls. I hate to
15:36
and guys and girls. I hate to have this meeting, but we are
15:38
have this meeting, but we are near the finish line and if we
15:39
near the finish line and if we want. That retention payout at
15:42
want. That retention payout at the end, we’ve got to get
15:44
the end, we’ve got to get through the season um and that
15:46
through the season um and that seemed to be almost letting
15:48
seemed to be almost letting them know that there was that
15:49
them know that there was that finish line um whether it’s
15:51
finish line um whether it’s right or wrong, but I mean they
15:52
right or wrong, but I mean they knew most people weren’t gonna
15:54
knew most people weren’t gonna walk out on at least a grand
15:55
walk out on at least a grand that was guaranteed in a few
15:56
that was guaranteed in a few weeks from now um if they at
15:58
weeks from now um if they at least finish this season um so
16:00
least finish this season um so is there any tactics or things
16:03
is there any tactics or things or ways to approach uh your
16:04
or ways to approach uh your team or the way you guys are
16:06
team or the way you guys are approaching team to not only
16:08
approaching team to not only have the mindset of the
16:10
have the mindset of the entrepreneur the business
16:11
entrepreneur the business owner, but how do we help the
16:12
owner, but how do we help the folks in the field because I
16:13
folks in the field because I think that’s probably even
16:14
think that’s probably even worse than us because at. They
16:16
worse than us because at. They don’t they don’t own the
16:17
don’t they don’t own the business. Hopefully they bought
16:19
business. Hopefully they bought into it, but man it’s 48° out
16:21
into it, but man it’s 48° out in the morning. We’re getting
16:22
in the morning. We’re getting there. We’re wiping the frost
16:23
there. We’re wiping the frost off the lawn mowers are hoping
16:24
off the lawn mowers are hoping the windows aren’t freezing
16:25
the windows aren’t freezing while we’re watching them. um
16:26
while we’re watching them. um how do we how do we get in the
16:27
how do we how do we get in the psychology of those those
16:29
psychology of those those workers to get them across that
16:30
workers to get them across that finish line? So I think money
16:33
finish line? So I think money can money can do a little bit
16:34
can money can do a little bit right like we’re all a little
16:36
right like we’re all a little bit motivated by money. Um it’s
16:38
bit motivated by money. Um it’s not. It’s not everything but it
16:41
not. It’s not everything but it sure as hell it helps, but it
16:42
sure as hell it helps, but it doesn’t do everything. That’s
16:43
doesn’t do everything. That’s for sure I love the idea of
16:45
for sure I love the idea of like an end of fall bonus and
16:47
like an end of fall bonus and tied to like we. To stick it
16:50
tied to like we. To stick it out, I also you know I was
16:52
out, I also you know I was actually with my business
16:53
actually with my business partner Minneapolis about let’s
16:54
partner Minneapolis about let’s do a retention bonus in the
16:57
do a retention bonus in the spring time and that spring
16:58
spring time and that spring time bonus, you know could be
17:00
time bonus, you know could be thousands of dollars, but it’s
17:01
thousands of dollars, but it’s also gonna be tied to this fall
17:03
also gonna be tied to this fall so if they finish the fall and
17:05
so if they finish the fall and come back in the spring time
17:06
come back in the spring time like they get a huge bonus next
17:08
like they get a huge bonus next year as well for making that
17:10
year as well for making that turn cuz we basically shut down
17:11
turn cuz we basically shut down for three to 4 months here. um
17:13
for three to 4 months here. um I think that’s part of it the
17:14
I think that’s part of it the other piece of it, You know
17:16
other piece of it, You know like we know money isn’t
17:17
like we know money isn’t everything. A job that’s
17:19
everything. A job that’s willing to cover that bonus and
17:21
willing to cover that bonus and the culture is now right in our
17:22
the culture is now right in our company. They’re still gonna
17:23
company. They’re still gonna leave and in today’s world with
17:25
leave and in today’s world with how hard hiring is, there’s no
17:27
how hard hiring is, there’s no saying that a job you know they
17:29
saying that a job you know they don’t find something else and
17:30
don’t find something else and negotiate the bonus that you’re
17:32
negotiate the bonus that you’re gonna pay them into the like a
17:34
gonna pay them into the like a hiring bonus with that company.
17:35
hiring bonus with that company. so from a cultural standpoint,
17:38
so from a cultural standpoint, I think now is the time to like
17:39
I think now is the time to like really focus on employee
17:41
really focus on employee engagement coming down the
17:42
engagement coming down the stretch.
17:46
One thing that we make
17:47
One thing that we make sandwiches for our guys so they
17:49
sandwiches for our guys so they come in Monday, so it’s still
17:50
come in Monday, so it’s still like it’s cold whatever they
17:53
like it’s cold whatever they come in and get a hot breakfast
17:54
come in and get a hot breakfast sandwich that our leader is
17:56
sandwich that our leader is cooking, You know on site um
17:59
cooking, You know on site um coffee hot chocolate, whatever
18:01
coffee hot chocolate, whatever like running them stuff when
18:01
like running them stuff when they’re out in the field and
18:02
they’re out in the field and just tough ??? days, making
18:04
just tough ??? days, making sure that they have good
18:05
sure that they have good equipment, you know stuff
18:06
equipment, you know stuff that’s comfortable, especially
18:08
that’s comfortable, especially if they’re working outside um
18:09
if they’re working outside um but I think anything you can do
18:11
but I think anything you can do for an employee engagement
18:13
for an employee engagement perspective this time of year.
18:14
perspective this time of year. The money is good but making
18:15
The money is good but making them. Like they’re being
18:19
them. Like they’re being rewarded for busting their
18:20
rewarded for busting their butts and you know below
18:22
butts and you know below freezing temps um that that’s
18:24
freezing temps um that that’s that’ll drive at home. awesome.
18:26
that’ll drive at home. awesome. all good stuff could be more. I
18:28
all good stuff could be more. I know essay. I believe it was
18:29
know essay. I believe it was Jason Cup was really big the
18:31
Jason Cup was really big the essay ecosystem as well, uh one
18:32
essay ecosystem as well, uh one of the top industry consultants
18:34
of the top industry consultants talk just about what you’re
18:35
talk just about what you’re talking about. You’re throwing
18:36
talking about. You’re throwing some things in the fridge
18:38
some things in the fridge breakfast in the morning and
18:39
breakfast in the morning and and and really defining that I
18:40
and and really defining that I know a lot of people that work
18:42
know a lot of people that work to find a lot of success in
18:43
to find a lot of success in doing that. so I couldn’t agree
18:44
doing that. so I couldn’t agree more but diving. We’re at the
18:46
more but diving. We’re at the end of Q Four, we’re in the
18:47
end of Q Four, we’re in the middle of the Q Four we’re
18:49
middle of the Q Four we’re looking at budgeting. How do we
18:51
looking at budgeting. How do we go out and set some targets for
18:53
go out and set some targets for 2021 um and each industries is
18:55
2021 um and each industries is a little bit different but at
18:55
a little bit different but at the end of the day a budget,
18:57
the end of the day a budget, it’s a budget. We’ve got to put
18:58
it’s a budget. We’ve got to put it into play here at simple
18:59
it into play here at simple growth. We’re just finishing
19:00
growth. We’re just finishing ours up put the fine touches on
19:02
ours up put the fine touches on it for 2021. Um we’re putting
19:04
it for 2021. Um we’re putting that into our be our big hairy
19:07
that into our be our big hairy audacious goals and where we
19:08
audacious goals and where we wanna go and and creating
19:09
wanna go and and creating public accountability, but if
19:10
public accountability, but if you’ve never created a budget
19:11
you’ve never created a budget or you’re kinda struggling with
19:13
or you’re kinda struggling with it um I know we touched on it a
19:14
it um I know we touched on it a little bit. Last week with our
19:17
little bit. Last week with our last guest, but I think you’re
19:19
last guest, but I think you’re approach to different targets
19:21
approach to different targets in the way you approach that
19:23
in the way you approach that it’s just a little bit
19:23
it’s just a little bit different. I really like um our
19:25
different. I really like um our pre talk of how you tackle
19:27
pre talk of how you tackle that. so do you mind kinda dive
19:28
that. so do you mind kinda dive in of how you recommend setting
19:31
in of how you recommend setting up the 2021 budget some of the
19:32
up the 2021 budget some of the targets and if there’s any
19:33
targets and if there’s any difference industries you would
19:35
difference industries you would look at Yeah definitely and and
19:37
look at Yeah definitely and and to to what I was talking about
19:39
to to what I was talking about earlier, I think everybody
19:39
earlier, I think everybody needs to be totally focused on
19:41
needs to be totally focused on making revenue right now The
19:42
making revenue right now The detriment of that is that. Kind
19:46
detriment of that is that. Kind of screws us over for planning
19:47
of screws us over for planning for next year a little bit We
19:48
for next year a little bit We just like literally run out of
19:50
just like literally run out of time so um one of the things
19:52
time so um one of the things that we like to do in blue
19:54
that we like to do in blue skies for budgeting and and
19:56
skies for budgeting and and budgeting like sounds so boring
19:57
budgeting like sounds so boring and so trivial and like you’re
19:58
and so trivial and like you’re just guessing at the future Um
20:02
just guessing at the future Um there’s there’s two ways to
20:03
there’s there’s two ways to look at it and we can match
20:06
look at it and we can match this together so one way would
20:07
this together so one way would be that your budget should be a
20:10
be that your budget should be a reflection of what you’ve done
20:11
reflection of what you’ve done historically and then like that
20:12
historically and then like that is a progression going into the
20:13
is a progression going into the future. Way to look at the
20:15
future. Way to look at the budget is as a target that
20:17
budget is as a target that says, here’s my goals for next
20:19
says, here’s my goals for next year, right and the truth
20:21
year, right and the truth probably lies somewhere between
20:22
probably lies somewhere between those two things. Um your
20:24
those two things. Um your budget is what you wanna be
20:26
budget is what you wanna be able to measure against and
20:27
able to measure against and stretch for so it maybe you
20:30
stretch for so it maybe you even have like two budgets. You
20:31
even have like two budgets. You have like. here’s what we
20:32
have like. here’s what we expect. but here’s here’s our
20:34
expect. but here’s here’s our stretch goal or our be right um
20:37
stretch goal or our be right um either way though that takes a
20:38
either way though that takes a long time to put together so
20:40
long time to put together so one of the things that I found
20:42
one of the things that I found from doing bookkeeping for the
20:43
from doing bookkeeping for the last few years and like super
20:45
last few years and like super interesting. Whether you do
20:47
interesting. Whether you do lawn care home cleaning
20:50
lawn care home cleaning pressure washing janitorial um
20:54
pressure washing janitorial um any like you can go on and on
20:56
any like you can go on and on and just pick any any service
20:58
and just pick any any service company our basic P and L
21:01
company our basic P and L structure is exactly the same
21:03
structure is exactly the same across all the service
21:06
across all the service companies and we have an
21:07
companies and we have an interesting lens a because we
21:10
interesting lens a because we run our own window cleaning
21:11
run our own window cleaning pressure washing maid service
21:12
pressure washing maid service company. So we know exactly how
21:14
company. So we know exactly how to dial in those P and l’s,
21:15
to dial in those P and l’s, but. Lawn care is not much
21:18
but. Lawn care is not much different because janitorial is
21:19
different because janitorial is not much different because any
21:21
not much different because any service company is not much
21:22
service company is not much different The way the
21:24
different The way the structure, the PNL and the
21:26
structure, the PNL and the percent of revenue that you
21:27
percent of revenue that you should shoot for anything. we
21:30
should shoot for anything. we know it’s dialed in so one of
21:33
know it’s dialed in so one of the things that I’m working on
21:34
the things that I’m working on actually right now for
21:36
actually right now for everybody for this fall um and
21:37
everybody for this fall um and like we talked about earlier
21:38
like we talked about earlier this is just something that I’m
21:39
this is just something that I’m gonna make for free to try to
21:41
gonna make for free to try to help everybody out because
21:42
help everybody out because budgeting sucks and I even like
21:43
budgeting sucks and I even like accounting and I know budgeting
21:44
accounting and I know budgeting sucks um but I’m. Targets for
21:48
sucks um but I’m. Targets for everybody that is based on
21:50
everybody that is based on their industry based on they
21:52
their industry based on they get to punch in their revenue
21:54
get to punch in their revenue goals, so it’ll still be a
21:55
goals, so it’ll still be a little bit of like what you
21:56
little bit of like what you expect to do and what you’re
21:58
expect to do and what you’re shooting for, but all the
22:00
shooting for, but all the expenses will fill in and then
22:01
expenses will fill in and then there will be a way for them to
22:02
there will be a way for them to toggle and say like I’m
22:03
toggle and say like I’m actually gonna spend a little
22:04
actually gonna spend a little bit more there or I think I can
22:06
bit more there or I think I can do a little bit better here but
22:07
do a little bit better here but it’ll it’ll turn their
22:09
it’ll it’ll turn their budgeting process from hours
22:10
budgeting process from hours and hours and hours to less
22:13
and hours and hours to less than an hour. I’m hoping so
22:14
than an hour. I’m hoping so that way they can focus on
22:16
that way they can focus on revenue now go make a bunch of
22:18
revenue now go make a bunch of money. Let me take care of the
22:19
money. Let me take care of the budget. They just basically hit
22:21
budget. They just basically hit me up for my spreadsheet and
22:24
me up for my spreadsheet and let it rip. So that’s what I’m
22:26
let it rip. So that’s what I’m working on for qfour so that
22:29
working on for qfour so that 2021 is easy and starts off
22:31
2021 is easy and starts off smooth for everybody. Yeah. so
22:32
smooth for everybody. Yeah. so at the end of uh whoever’s
22:34
at the end of uh whoever’s listening here, whether you’re
22:35
listening here, whether you’re live on Facebook recorded or
22:36
live on Facebook recorded or even on the podcast, we’ll make
22:37
even on the podcast, we’ll make sure you get your your contact
22:38
sure you get your your contact information so can reach out
22:39
information so can reach out for that template, but uh I
22:41
for that template, but uh I believe you actually had a
22:42
believe you actually had a payroll protection um p uh
22:45
payroll protection um p uh spreadsheet you gave out to one
22:46
spreadsheet you gave out to one of your groups there as well
22:47
of your groups there as well and I got a hold of that.
22:47
and I got a hold of that. that’s uh that template. He’s
22:49
that’s uh that template. He’s looking up spreadsheets. I
22:52
looking up spreadsheets. I thought I thought I’d like to
22:53
thought I thought I’d like to excel sheets, but you might be
22:54
excel sheets, but you might be my brother from another mother.
22:55
my brother from another mother. I was like there’s no need to
22:57
I was like there’s no need to recreate this. This man is
22:58
recreate this. This man is massively put this uh
23:00
massively put this uh statements together and
23:01
statements together and formulas, but if it’s anything
23:01
formulas, but if it’s anything like the payroll protection
23:03
like the payroll protection payback uh sheet, I mean just
23:06
payback uh sheet, I mean just very nicely put together. so
23:08
very nicely put together. so we’ll definitely at the end of
23:09
we’ll definitely at the end of this. get some information how
23:10
this. get some information how people can reach out for that
23:12
people can reach out for that um so now we’re we’re kinda set
23:13
um so now we’re we’re kinda set this budget and we’re looking
23:15
this budget and we’re looking at now We’re getting near the
23:17
at now We’re getting near the end of Q. Four. We’re calling
23:17
end of Q. Four. We’re calling our account and account. Man
23:20
our account and account. Man you know even with this
23:21
you know even with this pandemic, you guys weigh way
23:23
pandemic, you guys weigh way too much money you should go
23:24
too much money you should go buy some equipment um that’s
23:26
buy some equipment um that’s traditionally what we hear.
23:27
traditionally what we hear. it’s usually an ugly cycle
23:28
it’s usually an ugly cycle where we go out and we want to
23:31
where we go out and we want to accelerate that depreciation um
23:33
accelerate that depreciation um so obviously doing that.
23:34
so obviously doing that. sometimes it’s the right move.
23:36
sometimes it’s the right move. Sometimes it’s the wrong move.
23:36
Sometimes it’s the wrong move. I know you’ve got a lot of
23:38
I know you’ve got a lot of expertise in this but um I
23:40
expertise in this but um I think looking at that. What are
23:41
think looking at that. What are your thoughts on cash flow? How
23:42
your thoughts on cash flow? How to buy it lease it finance it
23:45
to buy it lease it finance it pay cash um and what’s the
23:47
pay cash um and what’s the benefits of you potentially
23:49
benefits of you potentially potentially depreciating over
23:50
potentially depreciating over years or accelerating
23:51
years or accelerating depreciation for the. The tax
23:54
depreciation for the. The tax right off to offset the gain of
23:56
right off to offset the gain of income uh all thoughts,
23:58
income uh all thoughts, depreciation acceleration of
23:59
depreciation acceleration of buying equipment uh right now.
24:01
buying equipment uh right now. Yeah so and I do think that to
24:04
Yeah so and I do think that to to what you said the first step
24:06
to what you said the first step is like if you’re thinking you
24:07
is like if you’re thinking you need to buy equipment or you’re
24:09
need to buy equipment or you’re not sure if you should you know
24:10
not sure if you should you know whether you need it or not like
24:13
whether you need it or not like talk to your CPA the equipment
24:15
talk to your CPA the equipment is only like a small part of
24:17
is only like a small part of your overall tax picture and
24:19
your overall tax picture and your taxes are personal. They
24:21
your taxes are personal. They feel like they’re business to
24:22
feel like they’re business to us because most of our income
24:23
us because most of our income is not all of our income comes
24:25
is not all of our income comes from the business, but your
24:26
from the business, but your taxes are. Your CPA is gonna be
24:28
taxes are. Your CPA is gonna be the person that knows that even
24:29
the person that knows that even me as a bookkeeper like I don’t
24:31
me as a bookkeeper like I don’t know you your tax situation um
24:33
know you your tax situation um so make sure you’re talking to
24:35
so make sure you’re talking to your CPA about it. the idea of
24:39
your CPA about it. the idea of buying equipment in advance of
24:40
buying equipment in advance of the end of the year to get the
24:42
the end of the year to get the tax write off. not a bad idea
24:44
tax write off. not a bad idea if if you’ve got uh a bunch of
24:47
if if you’ve got uh a bunch of income that got stacked up this
24:48
income that got stacked up this year, especially in depending
24:50
year, especially in depending on what happens with the P
24:52
on what happens with the P loan, they still you know like
24:54
loan, they still you know like right now, the PPP loan and
24:55
right now, the PPP loan and any. Forgiveness that you get
24:57
any. Forgiveness that you get from it, It’s technically
24:59
from it, It’s technically taxable. so that’s that’s up in
25:01
taxable. so that’s that’s up in the air, but that that looks
25:02
the air, but that that looks like it from what I’ve seen
25:03
like it from what I’ve seen right now recently, it’s gonna
25:04
right now recently, it’s gonna be probably be taxed income
25:05
be probably be taxed income correct exactly. and so like
25:08
correct exactly. and so like that’s a ??? on an income
25:09
that’s a ??? on an income sitting there depending on what
25:11
sitting there depending on what you got right um and so so
25:13
you got right um and so so buying equipment might be a
25:14
buying equipment might be a great way to reduce your tax
25:16
great way to reduce your tax liability this year and offset
25:18
liability this year and offset some of that PP. If you got it
25:20
some of that PP. If you got it in your business, you know hung
25:20
in your business, you know hung in there and you’re okay. God
25:23
in there and you’re okay. God forbid if it didn’t like then
25:24
forbid if it didn’t like then you maybe the P was just
25:25
you maybe the P was just enough. Out and buying
25:27
enough. Out and buying equipment doesn’t make any
25:28
equipment doesn’t make any sense um but if you’re gonna
25:31
sense um but if you’re gonna buy equipment for tax purposes,
25:33
buy equipment for tax purposes, that doesn’t mean take all the
25:35
that doesn’t mean take all the money in your bank account just
25:36
money in your bank account just because you have the cash and
25:38
because you have the cash and go blow it out equipment. Okay
25:39
go blow it out equipment. Okay So just because you have the
25:42
So just because you have the money doesn’t mean you should
25:43
money doesn’t mean you should spend it cash the best use of
25:46
spend it cash the best use of cash is not equipment. It’s
25:50
cash is not equipment. It’s marketing grows your business
25:51
marketing grows your business equipment doesn’t grow your
25:52
equipment doesn’t grow your business. It just helps like
25:54
business. It just helps like fulfill that so marketing is.
25:58
fulfill that so marketing is. Investment that you can make
25:58
Investment that you can make the next best investment you
26:00
the next best investment you can make is usually in your
26:02
can make is usually in your people and maybe like the third
26:02
people and maybe like the third or fourth best investment would
26:04
or fourth best investment would be like better working
26:05
be like better working equipment um but just because
26:07
equipment um but just because you have the cash doesn’t mean
26:08
you have the cash doesn’t mean you should you know and let’s
26:10
you should you know and let’s say you’re gonna go buy a
26:12
say you’re gonna go buy a $30000 truck or a new trailer
26:14
$30000 truck or a new trailer mower or or whatever it is um
26:18
mower or or whatever it is um just because you have the cash
26:19
just because you have the cash don’t spend it. We have a we
26:20
don’t spend it. We have a we have a couple of rules at blue
26:22
have a couple of rules at blue skies that we use when we buy
26:23
skies that we use when we buy equipment so I’ll run through
26:25
equipment so I’ll run through those real quick one of them.
26:30
Always finance and um Ramsey
26:32
Always finance and um Ramsey would kill me. Dave Ramsey
26:33
would kill me. Dave Ramsey would kill me if you heard me
26:35
would kill me if you heard me say that, but he doesn’t really
26:36
say that, but he doesn’t really care who I am so I’m probably
26:37
care who I am so I’m probably in the clear um but always
26:39
in the clear um but always finance because you know us put
26:43
finance because you know us put an asterisks around that not
26:44
an asterisks around that not always the right thing for
26:45
always the right thing for everybody, but generally you
26:46
everybody, but generally you can get an interest rate for
26:48
can get an interest rate for five to 8%, financing and asset
26:51
five to 8%, financing and asset um because there’s collateral
26:52
um because there’s collateral right the asset um generally
26:56
right the asset um generally our service businesses generate
26:57
our service businesses generate a twenty to 30% return when we
26:59
a twenty to 30% return when we put marketing money into our
27:01
put marketing money into our business assuming. We know how
27:03
business assuming. We know how to manage the marketing of our
27:05
to manage the marketing of our business, It’s spits out the
27:07
business, It’s spits out the return if it did, we wouldn’t
27:08
return if it did, we wouldn’t do it right like our business
27:09
do it right like our business is nothing but this our own
27:11
is nothing but this our own personal stock market, we could
27:13
personal stock market, we could take our money go put it in the
27:15
take our money go put it in the stock market trying to get a
27:16
stock market trying to get a return Instead, we usually take
27:17
return Instead, we usually take our money put into our business
27:19
our money put into our business to try to get a return and in
27:20
to try to get a return and in general our businesses return
27:22
general our businesses return twenty to 30%. Let’s say you
27:25
twenty to 30%. Let’s say you will always want to go borrow
27:29
will always want to go borrow money at 8% and then go get a
27:31
money at 8% and then go get a twenty to 30% return like
27:33
twenty to 30% return like mathematically. That works
27:35
mathematically. That works every single time so instead of
27:38
every single time so instead of taking $30000, putting it all
27:41
taking $30000, putting it all into a truck you wanna finance
27:42
into a truck you wanna finance that truck, you’re still gonna
27:44
that truck, you’re still gonna get the tax right off of it,
27:46
get the tax right off of it, even though you didn’t spend
27:46
even though you didn’t spend all the cash like you still
27:49
all the cash like you still purchase that truck, it’s still
27:50
purchase that truck, it’s still an an asset. still be
27:52
an an asset. still be depreciated the same way
27:53
depreciated the same way whether you bought it on cash
27:54
whether you bought it on cash or financed it, but you’re
27:56
or financed it, but you’re gonna wanna finance it so that
27:58
gonna wanna finance it so that you can save your cash go
28:01
you can save your cash go invest in marketing and then
28:02
invest in marketing and then give that truck something to go
28:03
give that truck something to go do um the flip. That is never
28:06
do um the flip. That is never finance all of it. that it’s
28:09
finance all of it. that it’s super risky to finance 100% of
28:11
super risky to finance 100% of an asset A because the minute
28:14
an asset A because the minute we drive it off the lot. We
28:15
we drive it off the lot. We know that it loses value and
28:17
know that it loses value and now we’re upside down and
28:19
now we’re upside down and backwards and like that sucks
28:22
backwards and like that sucks in and of itself it feels ???
28:25
in and of itself it feels ??? for one so like reason number
28:26
for one so like reason number one not to do it is because it
28:28
one not to do it is because it just feels awful, but reason
28:30
just feels awful, but reason number two not to do it is
28:31
number two not to do it is because all of a sudden you are
28:33
because all of a sudden you are out of options, especially if
28:33
out of options, especially if you don’t have the. Buy it out.
28:36
you don’t have the. Buy it out. Um now you’re totally out of
28:39
Um now you’re totally out of options like you’re you’re
28:40
options like you’re you’re stuck. There’s not a whole lot.
28:41
stuck. There’s not a whole lot. You can do to get out of
28:42
You can do to get out of something that you’re
28:43
something that you’re underwater on um so the rule
28:45
underwater on um so the rule that we use is always put down
28:48
that we use is always put down at least 30% so there that
28:52
at least 30% so there that gives you a range like 30% you
28:54
gives you a range like 30% you have enough of a cushion that
28:55
have enough of a cushion that you’re not gonna get upside
28:55
you’re not gonna get upside down on it, but the other 70%
28:59
down on it, but the other 70% like get that leverage so that
29:01
like get that leverage so that you’re generating more income
29:02
you’re generating more income in your business spending in
29:03
in your business spending in our marketing. another thing
29:04
our marketing. another thing that you could. At that point,
29:07
that you could. At that point, if you know buying an asset
29:09
if you know buying an asset isn’t a thing, maybe you’re a
29:11
isn’t a thing, maybe you’re a home cleaning business and
29:12
home cleaning business and you’re you’re not running
29:14
you’re you’re not running company vehicles or anything so
29:15
company vehicles or anything so your assets are really like
29:16
your assets are really like you’re not gonna go buy a truck
29:18
you’re not gonna go buy a truck right. What what what are you
29:19
right. What what what are you gonna do with the truck? um see
29:22
gonna do with the truck? um see if you can buy marketing in
29:23
if you can buy marketing in advance to get the tax right
29:24
advance to get the tax right off this year, that might be an
29:26
off this year, that might be an option. see if you can get into
29:27
option. see if you can get into some contracts, you might not
29:28
some contracts, you might not make sense from a cash flow
29:30
make sense from a cash flow perspective and it doesn’t do
29:31
perspective and it doesn’t do it but again the the number one
29:33
it but again the the number one thing to invest in your
29:35
thing to invest in your business is marketing of the
29:35
business is marketing of the equipment doesn’t grow your
29:37
equipment doesn’t grow your business marketing and people
29:38
business marketing and people do so if you’re trying to get
29:40
do so if you’re trying to get some expenses that reduce your
29:41
some expenses that reduce your tax. Tax liability for this
29:44
tax. Tax liability for this year, like maybe even start
29:45
year, like maybe even start with marketing and like
29:47
with marketing and like prepaying some stuff so that
29:47
prepaying some stuff so that you can get that expense on
29:50
you can get that expense on your PNL. cool really good
29:51
your PNL. cool really good advice. a couple of things that
29:53
advice. a couple of things that that I honestly forgot that
29:55
that I honestly forgot that we’ve done uh multiple times in
29:56
we’ve done uh multiple times in the past instead of buying
29:58
the past instead of buying those big trucks and those
29:59
those big trucks and those things that right off, we would
29:59
things that right off, we would actually we’d spend 35 to
30:01
actually we’d spend 35 to $40000 in a month and a half to
30:03
$40000 in a month and a half to about a month in the spring for
30:04
about a month in the spring for that advertising rush and we
30:06
that advertising rush and we would literally go out and buy
30:07
would literally go out and buy that Pres Springs rush if we
30:09
that Pres Springs rush if we had the cash flow and we needed
30:10
had the cash flow and we needed to. Have an offset and I think
30:13
to. Have an offset and I think one of the biggest things that
30:14
one of the biggest things that allowed us to scale our
30:15
allowed us to scale our business exponentially quicker
30:16
business exponentially quicker than a lot of people in our
30:17
than a lot of people in our market is they were going out
30:18
market is they were going out and buying a new 3540 $1000
30:21
and buying a new 3540 $1000 trucks. we’re before they had
30:24
trucks. we’re before they had to work and you mentioned it
30:26
to work and you mentioned it like you the market’s gonna be
30:27
like you the market’s gonna be come before you buy the
30:28
come before you buy the equipment and if you have good
30:29
equipment and if you have good vendor relationships as far as
30:31
vendor relationships as far as your truck, your lawn mower
30:31
your truck, your lawn mower your trailer or whatever else
30:33
your trailer or whatever else you’re doing in that service
30:34
you’re doing in that service business, those things can be
30:35
business, those things can be bought within three to 5 days,
30:37
bought within three to 5 days, especially if you’ve got good
30:38
especially if you’ve got good credit if you have to do that
30:39
credit if you have to do that or if you’ve got cash money. So
30:41
or if you’ve got cash money. So those things are, I think it
30:43
those things are, I think it can be very dangerous because
30:45
can be very dangerous because we’re talking about cash flow
30:46
we’re talking about cash flow cash flow crush a lot of people
30:48
cash flow crush a lot of people in when that hit because people
30:50
in when that hit because people didn’t like they weren’t
30:51
didn’t like they weren’t planning on their business
30:53
planning on their business literally shutting down or
30:53
literally shutting down or going down to 20% capacity
30:56
going down to 20% capacity literally overnight so um cash
30:57
literally overnight so um cash flow is king. I think it’s
30:59
flow is king. I think it’s great advice you don’t wanna go
31:01
great advice you don’t wanna go out and spend that money um
31:02
out and spend that money um because you may need it um and
31:04
because you may need it um and if you really kinda need that
31:05
if you really kinda need that cash war chest um of maybe 8
31:08
cash war chest um of maybe 8 weeks as they did with payroll
31:09
weeks as they did with payroll protection or probably a. More
31:11
protection or probably a. More so if something does hit the
31:12
so if something does hit the fan, the second round of this
31:13
fan, the second round of this if it hits you’re available and
31:15
if it hits you’re available and if the government is not coming
31:16
if the government is not coming with a bailout, you can at
31:17
with a bailout, you can at least bail yourself out and
31:19
least bail yourself out and keep yourself afloat. um so as
31:21
keep yourself afloat. um so as we’re talking um towards the
31:23
we’re talking um towards the end of this day and I know your
31:24
end of this day and I know your time is very valuable.
31:25
time is very valuable. compressed schedules. I
31:26
compressed schedules. I appreciate you joining us last
31:27
appreciate you joining us last minute here with some things
31:28
minute here with some things changing here on the essay
31:28
changing here on the essay weekly this week. um it’s got
31:32
weekly this week. um it’s got me thinking so uh I know in my
31:35
me thinking so uh I know in my my journey as an entrepreneur
31:37
my journey as an entrepreneur uh early days to start out um
31:38
uh early days to start out um in high school going to
31:40
in high school going to college, we started out with
31:40
college, we started out with the D BA in college became.
31:44
the D BA in college became. Corp um and then with simple
31:45
Corp um and then with simple growth we originally came out
31:47
growth we originally came out and started in as a LLC and did
31:50
and started in as a LLC and did a um sub Chapter S Corp
31:52
a um sub Chapter S Corp election for actually filing
31:55
election for actually filing the taxes within LLC. So I
31:56
the taxes within LLC. So I guess over the last twenty-five
31:57
guess over the last twenty-five or 26 years, I’ve pretty much
31:59
or 26 years, I’ve pretty much have hit the gamut of
32:00
have hit the gamut of everything you do outside and
32:02
everything you do outside and actually C Corp uh so far as
32:04
actually C Corp uh so far as structuring the business if
32:06
structuring the business if we’re setting up our budget,
32:07
we’re setting up our budget, we’re buying sort of equipment
32:08
we’re buying sort of equipment for tax right offs and we’re
32:10
for tax right offs and we’re doing everything else we should
32:11
doing everything else we should do to set ourselves. For
32:13
do to set ourselves. For success is there anything we
32:15
success is there anything we need to be looking at if we’re
32:17
need to be looking at if we’re looking for our business
32:19
looking for our business election as far as the um the C
32:20
election as far as the um the C Corp, The S Corp, the d BA
32:22
Corp, The S Corp, the d BA whatever we’re looking at is
32:24
whatever we’re looking at is their timing and things we
32:25
their timing and things we should be looking at going into
32:26
should be looking at going into Q one 2021 to maximize the
32:29
Q one 2021 to maximize the benefit of the entity that
32:30
benefit of the entity that we’re actually using or if we
32:32
we’re actually using or if we do shift in attitude in that
32:34
do shift in attitude in that case, totally totally and I
32:36
case, totally totally and I think that if if somebody would
32:39
think that if if somebody would teach us before we start
32:40
teach us before we start businesses about like. Of The
32:42
businesses about like. Of The things that you need to know
32:44
things that you need to know before you start a business,
32:45
before you start a business, This should be like one of the
32:47
This should be like one of the top things is how to structure
32:48
top things is how to structure it when to become an S Corp
32:50
it when to become an S Corp when you should just be an LLC
32:51
when you should just be an LLC and what the tax ramifications
32:53
and what the tax ramifications are now like I’m I’m even an
32:55
are now like I’m I’m even an accountant in taxes like this
32:57
accountant in taxes like this like oh girls taxes um but like
33:00
like oh girls taxes um but like you have to have a basic
33:03
you have to have a basic understanding to know where
33:03
understanding to know where like how to be efficient with
33:05
like how to be efficient with your tax planning, one of the
33:07
your tax planning, one of the things that I see that trips
33:08
things that I see that trips guys up over and over and over
33:09
guys up over and over and over and over again is. Way too to
33:12
and over again is. Way too to become an escort, so you talk
33:14
become an escort, so you talk about doing it in both of your
33:15
about doing it in both of your businesses pretty early on and
33:16
businesses pretty early on and you said even in college you
33:18
you said even in college you guys you guys figure that out.
33:19
guys you guys figure that out. so yeah, we had a couple of
33:20
so yeah, we had a couple of crews and started actually
33:23
crews and started actually making more money in the
33:23
making more money in the business. I would’ve with my
33:25
business. I would’ve with my corporate gig so um you’ll
33:27
corporate gig so um you’ll probably elaborate but one of
33:27
probably elaborate but one of the things that I wish that
33:29
the things that I wish that she’s like people will tell
33:30
she’s like people will tell you. it’s like you need to get
33:31
you. it’s like you need to get your bookkeeper. you need to
33:32
your bookkeeper. you need to get your accountant and you
33:33
get your accountant and you need to get your financial
33:34
need to get your financial person and sometimes your
33:35
person and sometimes your lawyer all on the same page
33:38
lawyer all on the same page talking the same language um
33:39
talking the same language um but we’re accumulating uh
33:42
but we’re accumulating uh revenue and basically value to
33:44
revenue and basically value to that business when I was still
33:45
that business when I was still in college um. I didn’t
33:48
in college um. I didn’t necessarily own a house or
33:49
necessarily own a house or anything, but I wanted to
33:51
anything, but I wanted to basically get that corporate
33:52
basically get that corporate veil over what we’ve actually
33:56
veil over what we’ve actually built. uh yeah and that was I
33:57
built. uh yeah and that was I was blessed enough that uh a
33:59
was blessed enough that uh a lawyer that I knew was like,
34:00
lawyer that I knew was like, hey you need to get with an
34:02
hey you need to get with an accountant that knows what
34:03
accountant that knows what they’re talking about and and
34:04
they’re talking about and and really look at that entity
34:05
really look at that entity because you’ve got four or five
34:07
because you’ve got four or five employees. you may still be in
34:08
employees. you may still be in college, but you own a few
34:09
college, but you own a few trucks and equipment and um you
34:11
trucks and equipment and um you know that’s gonna be too. so I
34:12
know that’s gonna be too. so I don’t wanna cut you off, but I
34:13
don’t wanna cut you off, but I just that was the turning
34:14
just that was the turning point, but it’s entrepreneurs
34:15
point, but it’s entrepreneurs around this. Island and this is
34:17
around this. Island and this is where social media everything
34:19
where social media everything is beautiful because now we can
34:21
is beautiful because now we can talk to each other virtually
34:22
talk to each other virtually and share these experiences and
34:24
and share these experiences and learn from each other. but um
34:24
learn from each other. but um I’ll let you get to that point,
34:26
I’ll let you get to that point, but I think you’re about to
34:27
but I think you’re about to make it extremely important
34:28
make it extremely important point. so yeah. so let me let
34:31
point. so yeah. so let me let me first say like how the
34:33
me first say like how the income and taxes are gonna work
34:35
income and taxes are gonna work if you’re not an S Corp. so if
34:36
if you’re not an S Corp. so if you’re not an S Corp today the
34:39
you’re not an S Corp today the way this is gonna go is you’re
34:40
way this is gonna go is you’re not paying yourself a salary
34:42
not paying yourself a salary even if you take money out of
34:43
even if you take money out of the of the business, it’s
34:44
the of the business, it’s basically considered an owner.
34:46
basically considered an owner. If you’re not an employee of
34:48
If you’re not an employee of the business, um what’s gonna
34:50
the business, um what’s gonna happen is the business is gonna
34:52
happen is the business is gonna make however much money. it
34:54
make however much money. it makes what you pay yourself is
34:56
makes what you pay yourself is irrelevant to that government
34:57
irrelevant to that government doesn’t care the government’s
34:59
doesn’t care the government’s gonna tax you let’s say you do
35:02
gonna tax you let’s say you do 100000 in revenue and the
35:03
100000 in revenue and the business makes 40000 of that in
35:07
business makes 40000 of that in earnings. Maybe you paid it all
35:08
earnings. Maybe you paid it all to yourself. Maybe you took
35:09
to yourself. Maybe you took every time out of the business
35:11
every time out of the business as a distribution The
35:11
as a distribution The government doesn’t care that
35:12
government doesn’t care that you took the money or not the
35:14
you took the money or not the government’s gonna tax you on
35:16
government’s gonna tax you on that forty. 000 As if it was
35:18
that forty. 000 As if it was your payroll so they they this
35:21
your payroll so they they this is called self-employment tax.
35:22
is called self-employment tax. It’s they they hit you twice
35:25
It’s they they hit you twice you pay the employer’s side of
35:27
you pay the employer’s side of that payroll tax and then you
35:29
that payroll tax and then you pay the employee side of that
35:30
pay the employee side of that payroll tax. That’s the
35:32
payroll tax. That’s the self-employment tax and then
35:33
self-employment tax and then you pay your income taxes on
35:34
you pay your income taxes on top of that so they basically
35:37
top of that so they basically tax you as if you’re an
35:38
tax you as if you’re an employee of the business
35:39
employee of the business anyway, you pay taxes as if
35:42
anyway, you pay taxes as if you’re the employer and the
35:43
you’re the employer and the employee and then you pay your
35:45
employee and then you pay your income taxes. so if you.
35:48
income taxes. so if you. Narrative and you become an S
35:49
Narrative and you become an S Corp now you have to pay
35:51
Corp now you have to pay yourself a wage. Let’s say you
35:53
yourself a wage. Let’s say you pay yourself you know same
35:55
pay yourself you know same numbers business does 100000
35:56
numbers business does 100000 you have profitability of
35:59
you have profitability of 40000, but let’s say you paid
36:00
40000, but let’s say you paid yourself 20000 of that as a
36:02
yourself 20000 of that as a wage now you only pay payroll
36:04
wage now you only pay payroll taxes on that 20000 you don’t
36:06
taxes on that 20000 you don’t pay payroll taxes on the other
36:08
pay payroll taxes on the other 20000. so what’s 15.3%?
36:15
And that in and this is if
36:16
And that in and this is if you’re doing 100000 if you’re
36:17
you’re doing 100000 if you’re doing more than 100000, you
36:19
doing more than 100000, you know in revenue and depending
36:20
know in revenue and depending on your profitability like
36:21
on your profitability like we’re talking thousands and
36:23
we’re talking thousands and thousands of dollars here where
36:24
thousands of dollars here where you’re leaving on the table if
36:26
you’re leaving on the table if you’re not an S Corp um and
36:28
you’re not an S Corp um and paying yourself as an employee,
36:31
paying yourself as an employee, but therefore only having to
36:32
but therefore only having to pay payroll taxes on a portion
36:34
pay payroll taxes on a portion of that income. So like I said
36:36
of that income. So like I said when you become an S Corp, then
36:37
when you become an S Corp, then you’re an employee of the
36:39
you’re an employee of the business of that corporate
36:40
business of that corporate bail, you pay payroll taxes on
36:42
bail, you pay payroll taxes on your wage when you take it but
36:43
your wage when you take it but your distributions. You’re the
36:47
your distributions. You’re the income of the business doesn’t
36:48
income of the business doesn’t get tax payroll. It just gets
36:50
get tax payroll. It just gets taxed as income to you so save
36:52
taxed as income to you so save you thousands of dollars in
36:53
you thousands of dollars in payroll taxes basically and the
36:57
payroll taxes basically and the I’ll say the tipping point
36:57
I’ll say the tipping point where it starts to make sense
37:00
where it starts to make sense is if you’re that LLC taxes a
37:02
is if you’re that LLC taxes a sole proprietor when the income
37:04
sole proprietor when the income of your business not the
37:05
of your business not the revenue. But after all the
37:07
revenue. But after all the expenses are taken out,
37:09
expenses are taken out, including depreciation,
37:11
including depreciation, including everything what’s
37:12
including everything what’s left if that income. Net for
37:16
left if that income. Net for the year starts to creep over
37:18
the year starts to creep over like twenty to 25000 That’s the
37:21
like twenty to 25000 That’s the time to become an S Corp.
37:22
time to become an S Corp. That’s where like and there’s
37:24
That’s where like and there’s benefit before that don’t get
37:25
benefit before that don’t get me wrong But when you become an
37:27
me wrong But when you become an S Corp, you’re gonna have two
37:28
S Corp, you’re gonna have two tax returns to file. you’re for
37:30
tax returns to file. you’re for sure gonna want a CPA to do the
37:31
sure gonna want a CPA to do the filing for you. So now you’re
37:32
filing for you. So now you’re gonna have fees to pay two tax
37:34
gonna have fees to pay two tax returns. um so there’s a little
37:36
returns. um so there’s a little bit of complexity added in
37:38
bit of complexity added in therefore, if you’re making
37:40
therefore, if you’re making less than 25000 in that income
37:41
less than 25000 in that income in your business, it’s it’s not
37:43
in your business, it’s it’s not necessary. You’re not gonna
37:44
necessary. You’re not gonna gain that much. But if you’re
37:46
gain that much. But if you’re if you’re doing over twenty to
37:48
if you’re doing over twenty to 25000 in net income and that’s
37:49
25000 in net income and that’s remember, it’s not it doesn’t
37:51
remember, it’s not it doesn’t matter if you’re taking money
37:52
matter if you’re taking money out of business like if the
37:53
out of business like if the business is net income is over
37:55
business is net income is over that twenty to 25000 then 2
37:57
that twenty to 25000 then 2 days you should be talking to
37:59
days you should be talking to your accountant so that on
38:01
your accountant so that on January 1st, you’re an escort
38:04
January 1st, you’re an escort like yeah, you got a perfect
38:05
like yeah, you got a perfect opportunity clean split end of
38:07
opportunity clean split end of year escort love it could
38:09
year escort love it could decide better myself. I
38:11
decide better myself. I appreciate it and it’s just
38:12
appreciate it and it’s just it’s these things you don’t
38:13
it’s these things you don’t know you don’t know so this is
38:14
know you don’t know so this is kind of why we’re doing this
38:15
kind of why we’re doing this um. You get to the top of the
38:18
um. You get to the top of the hour you want to wrap this up
38:19
hour you want to wrap this up in a few minutes just so we can
38:22
in a few minutes just so we can respect your time and you can
38:23
respect your time and you can go out there and uh hunting
38:23
go out there and uh hunting gather and do what you do in
38:25
gather and do what you do in the woods uh brother. I mean it
38:27
the woods uh brother. I mean it man of the wild out there
38:28
man of the wild out there hunting. I mean I honestly feel
38:30
hunting. I mean I honestly feel like the holiday is roughing it
38:31
like the holiday is roughing it for me cuz I don’t have room
38:33
for me cuz I don’t have room service half the time so I
38:34
service half the time so I gotta respect the hustle
38:35
gotta respect the hustle outside the uh one part of part
38:38
outside the uh one part of part of that. it’s a date my wife’s
38:39
of that. it’s a date my wife’s coming with me um I’m gonna
38:41
coming with me um I’m gonna have the bow she but she’s
38:42
have the bow she but she’s gonna come with and hang out.
38:43
gonna come with and hang out. It’s our you know, get away
38:45
It’s our you know, get away from everything date. So we’ll
38:46
from everything date. So we’ll see. Good luck with that uh
38:48
see. Good luck with that uh couple of questions. Jamie
38:50
couple of questions. Jamie wants to know that um she’s
38:51
wants to know that um she’s worked with a couple of
38:52
worked with a couple of businesses in Europe. uh can
38:54
businesses in Europe. uh can you would you uh services be
38:55
you would you uh services be able to help someone in Europe
38:57
able to help someone in Europe or do you have any suggestions?
38:59
or do you have any suggestions? Um it kinda wrapping into that
39:00
Um it kinda wrapping into that as well? um question uh if
39:03
as well? um question uh if people wanna reach out to you
39:04
people wanna reach out to you and connect with you and
39:05
and connect with you and potentially get that targeted
39:06
potentially get that targeted budget free template that
39:07
budget free template that you’re gonna be given away here
39:08
you’re gonna be given away here shortly uh how do people reach
39:10
shortly uh how do people reach out to you at blue skies? go to
39:13
out to you at blue skies? go to your blue skies.com and then on
39:15
your blue skies.com and then on our bookkeeping tab there. I’ll
39:18
our bookkeeping tab there. I’ll I’ll I’ll drop our website in
39:19
I’ll I’ll drop our website in the comments, but if you go to
39:20
the comments, but if you go to your blue sky. There’s a
39:22
your blue sky. There’s a bookkeeping tab, you can kinda
39:23
bookkeeping tab, you can kinda fill out and put a little
39:25
fill out and put a little comment that you’re you heard
39:26
comment that you’re you heard us on the simple growth podcast
39:29
us on the simple growth podcast and we’re we’re you know
39:30
and we’re we’re you know talking about the budgeting
39:31
talking about the budgeting thing if you want want that
39:33
thing if you want want that kinda prescribe, I’m building
39:35
kinda prescribe, I’m building it right now um and I’m trying
39:37
it right now um and I’m trying to get some input on it as to
39:38
to get some input on it as to you know what is useful for
39:40
you know what is useful for people. What’s not useful for
39:41
people. What’s not useful for people? keep it super uh like
39:44
people? keep it super uh like simple like obvious easy to
39:47
simple like obvious easy to fill out kinda like you’re
39:47
fill out kinda like you’re talking about the p one that I
39:48
talking about the p one that I made. it’s like yeah, it was it
39:50
made. it’s like yeah, it was it was beautiful. It was nice, was
39:52
was beautiful. It was nice, was simple. It wasn’t too
39:53
simple. It wasn’t too complicated, but it got what
39:53
complicated, but it got what you needed to get out of. so
39:55
you needed to get out of. so that’s what I love about you
39:56
that’s what I love about you guys uh we’re at blue skies
39:57
guys uh we’re at blue skies just uh known for the last few
39:58
just uh known for the last few years. It’s just kinda giving
40:00
years. It’s just kinda giving good content and uh just
40:01
good content and uh just helping everybody out with
40:02
helping everybody out with those free giveaways and things
40:04
those free giveaways and things like that, obviously, if people
40:05
like that, obviously, if people need expert help, they’re gonna
40:05
need expert help, they’re gonna reach out to you for the paid
40:07
reach out to you for the paid services, but uh very similar
40:08
services, but uh very similar to what we’re trying to do here
40:09
to what we’re trying to do here at the SA just kinda drop some
40:11
at the SA just kinda drop some knowledge and help people over
40:12
knowledge and help people over those hurdles that we’ve had
40:14
those hurdles that we’ve had unfortunately uh get lucky
40:15
unfortunately uh get lucky enough to get over and work
40:18
enough to get over and work through um but yeah, check it
40:18
through um but yeah, check it out in the comments your blue.
40:21
out in the comments your blue. Dot com. check it out and uh
40:24
Dot com. check it out and uh Dan and Sean are always there
40:26
Dan and Sean are always there and you get you get subscribe
40:27
and you get you get subscribe to that templates. um in
40:28
to that templates. um in addition here uh as you can see
40:30
addition here uh as you can see on the screen here we’ve got um
40:32
on the screen here we’ve got um the simple growth podcast on
40:33
the simple growth podcast on all your major platforms. uh
40:34
all your major platforms. uh right now. Uh we’ve got that so
40:36
right now. Uh we’ve got that so this one here is uh on Spotify
40:39
this one here is uh on Spotify and all the major channels. If
40:40
and all the major channels. If you can’t join us on the
40:41
you can’t join us on the Facebook live, you’re still out
40:42
Facebook live, you’re still out on the truck or the cleaning
40:44
on the truck or the cleaning crew you wanna throw some
40:45
crew you wanna throw some headphones in and uh spend a
40:47
headphones in and uh spend a half hour to 45 minutes with us
40:48
half hour to 45 minutes with us a week um they’re updated
40:50
a week um they’re updated within an hour of the show
40:52
within an hour of the show usually uh we’re well over.
40:55
usually uh we’re well over. Episodes right now, so uh the
40:56
Episodes right now, so uh the essay weekly talk show just
40:59
essay weekly talk show just search simple growth um in any
41:00
search simple growth um in any of the major iTunes, Spotify
41:02
of the major iTunes, Spotify anchor you name it. We’re there
41:04
anchor you name it. We’re there just helping grow the community
41:07
just helping grow the community um and build this system here
41:09
um and build this system here in the ecosystem say what’s up
41:10
in the ecosystem say what’s up to Hobie Baird as well, uh
41:12
to Hobie Baird as well, uh long-time watcher great guy guy
41:14
long-time watcher great guy guy just crushing it down in
41:15
just crushing it down in Savannah, Georgia, as well, I
41:16
Savannah, Georgia, as well, I had a great time with uh hobby
41:18
had a great time with uh hobby and his wife at the uh quality
41:19
and his wife at the uh quality driven software conference last
41:21
driven software conference last year at Savannah with uh other
41:22
year at Savannah with uh other certified. Adviser Martha
41:26
certified. Adviser Martha Woodward and I’m telling you if
41:27
Woodward and I’m telling you if you if you don’t have it on
41:30
you if you don’t have it on your calendar and you’re
41:30
your calendar and you’re comfortable travel and Martha’s
41:31
comfortable travel and Martha’s uh got some room that I believe
41:33
uh got some room that I believe for her uh PDS 2021 conference
41:35
for her uh PDS 2021 conference down in Cancun uh depending on
41:38
down in Cancun uh depending on travel restrictions in New York
41:39
travel restrictions in New York here I may be uh visiting that
41:42
here I may be uh visiting that conference uh attending vendor
41:45
conference uh attending vendor and everyt
41:47
So can’t wait brother uh we
41:48
So can’t wait brother uh we will see you there any closing
41:49
will see you there any closing thoughts and obviously if you
41:51
thoughts and obviously if you have any questions for Dan, how
41:52
have any questions for Dan, how to hook up with him and grab
41:54
to hook up with him and grab his template at your blue
41:56
his template at your blue Skies.com link to it in the uh
41:59
Skies.com link to it in the uh comments as well so any closing
42:00
comments as well so any closing thoughts. I really appreciate
42:02
thoughts. I really appreciate you joining us so for for
42:03
you joining us so for for jeannie’s question about
42:03
jeannie’s question about working in Europe, I don’t uh
42:06
working in Europe, I don’t uh we don’t have any clients in
42:07
we don’t have any clients in Europe. not to say you know
42:10
Europe. not to say you know business is business and
42:11
business is business and finances finance. I don’t know
42:13
finances finance. I don’t know what the exchange rate is
42:14
what the exchange rate is today, but. Toy is a lot like
42:17
today, but. Toy is a lot like dollars to dollars, so I might
42:18
dollars to dollars, so I might not be able to do work for
42:20
not be able to do work for them, but I can sure as that be
42:23
them, but I can sure as that be a resource for them. So yeah,
42:23
a resource for them. So yeah, if not anything else I should
42:25
if not anything else I should grab that template. I know a
42:26
grab that template. I know a simple believe it or not is now
42:27
simple believe it or not is now pretty international. so we
42:28
pretty international. so we started out in the states uh
42:30
started out in the states uh North America and Canada. now
42:31
North America and Canada. now we’ve even got service
42:33
we’ve even got service Autopilot users um in England
42:35
Autopilot users um in England and believe in that Australia
42:36
and believe in that Australia so if anybody’s watching in
42:38
so if anybody’s watching in Australia, we’ll uh we’ll
42:39
Australia, we’ll uh we’ll figure out a two-day deep dive.
42:40
figure out a two-day deep dive. If you cover the air man, we
42:42
If you cover the air man, we need to get away from uh crazy
42:43
need to get away from uh crazy New York State. So. Until next
42:46
New York State. So. Until next week es a weekly talk show Mike
42:48
week es a weekly talk show Mike Callahan here uh Dan Planner
42:50
Callahan here uh Dan Planner from blue skies and uh watch
42:51
from blue skies and uh watch out for some big announcements
42:53
out for some big announcements of some new guests coming in uh
42:55
of some new guests coming in uh on the SA weekly talk show, but
42:57
on the SA weekly talk show, but um possibly gonna be having
42:58
um possibly gonna be having Marcus Sheridan of they ask you
43:00
Marcus Sheridan of they ask you answer of the sales line uh
43:02
answer of the sales line uh definitely gonna be having Lisa
43:04
definitely gonna be having Lisa Marino of the uh service
43:06
Marino of the uh service Autopilot marketing team and
43:07
Autopilot marketing team and field edge uh Lisa’s on
43:10
field edge uh Lisa’s on probably 18 months ago and just
43:11
probably 18 months ago and just dropped a knowledge bomb on
43:13
dropped a knowledge bomb on marketing Facebook. And you
43:15
marketing Facebook. And you name it um she’s just a
43:17
name it um she’s just a powerhouse so looking forward
43:18
powerhouse so looking forward to a lot of big things coming
43:20
to a lot of big things coming down on the SC Weekly talk show
43:22
down on the SC Weekly talk show looking forward to our talk
43:23
looking forward to our talk next week uh Dan and you know
43:25
next week uh Dan and you know we’ll be posting in but uh
43:26
we’ll be posting in but uh working on uh market shed. so
43:28
working on uh market shed. so that’ll always be a good one.
43:30
that’ll always be a good one. he was at uh as a five 2 years
43:33
he was at uh as a five 2 years ago, I just saw him at the top
43:34
ago, I just saw him at the top 100 lawn care lawn and
43:36
100 lawn care lawn and landscape magazine like I got
43:37
landscape magazine like I got behind me here, State of the
43:38
behind me here, State of the industry Top 100. He drop some
43:41
industry Top 100. He drop some knowledge on what he’s talking
43:43
knowledge on what he’s talking about and if you haven’t picked
43:44
about and if you haven’t picked up your discounted tickets for
43:45
up your discounted tickets for essay thrive, Marcus is
43:47
essay thrive, Marcus is actually gonna be the head
43:48
actually gonna be the head keynote uh talking about. Video
43:51
keynote uh talking about. Video in your sales process, I always
43:51
in your sales process, I always thought to be gleaned from
43:53
thought to be gleaned from Marcus as he’s a silent partner
43:55
Marcus as he’s a silent partner with river pools and spas and
43:58
with river pools and spas and the sales line where he’s going
43:59
the sales line where he’s going out and teaching other
44:00
out and teaching other businesses to crush it like he
44:01
businesses to crush it like he did at river pools and spas so
44:03
did at river pools and spas so til next week as a weekly talk
44:04
til next week as a weekly talk show, Mike Callahan, Dan Plata
44:07
show, Mike Callahan, Dan Plata uh twelve central 1 PM Eastern
44:10
uh twelve central 1 PM Eastern We’ll see you next week. Thanks

Callahan’s Corner: Fall Clean Up With High – Low Pricing

Video Transcript

00:03
Welcome back to Callahan’s
00:04
Welcome back to Callahan’s corner, where you ask the
00:05
corner, where you ask the questions we answered live
00:06
questions we answered live right here on Facebook so
00:07
right here on Facebook so getting into the fall time
00:09
getting into the fall time season in most landscaping
00:11
season in most landscaping landscape maintenance companies
00:12
landscape maintenance companies uh a lot of people wanna know
00:14
uh a lot of people wanna know what is the best practice for
00:16
what is the best practice for going out and creating fall
00:19
going out and creating fall cleanup estimates actually go
00:21
cleanup estimates actually go out and clean up uh landscape
00:23
out and clean up uh landscape beds lawn area vacuum up that
00:26
beds lawn area vacuum up that debris suck it up off the curb
00:27
debris suck it up off the curb side and dispose of it so one
00:29
side and dispose of it so one of the biggest issues I. In my
00:32
of the biggest issues I. In my business is no fall cleanup is
00:34
business is no fall cleanup is the same um so we needed a way
00:36
the same um so we needed a way to go out and estimate these
00:38
to go out and estimate these jobs with speed and efficiency
00:39
jobs with speed and efficiency to close the jobs over the
00:41
to close the jobs over the phone and not have to
00:42
phone and not have to physically go out and look at
00:43
physically go out and look at each particular job. So uh in
00:46
each particular job. So uh in the early years, what we would
00:47
the early years, what we would do is actually go out and look
00:48
do is actually go out and look at the job and basically give
00:51
at the job and basically give them an exact quote. Uh the
00:52
them an exact quote. Uh the next part was we would go in
00:54
next part was we would go in and create a base price. Let’s
00:55
and create a base price. Let’s say $250 for X amount of hours
00:58
say $250 for X amount of hours and then 55 or $60 per man
01:00
and then 55 or $60 per man hour. After the initial base
01:03
hour. After the initial base price, so we’d have a base
01:04
price, so we’d have a base price to show up, then an
01:06
price to show up, then an hourly charge there after per
01:07
hourly charge there after per hour and that may or may not
01:09
hour and that may or may not have included disposal
01:10
have included disposal depending on the time of the
01:11
depending on the time of the year, um the third evolution,
01:13
year, um the third evolution, the evolution that I would
01:14
the evolution that I would recommend is streamline this
01:15
recommend is streamline this and to be able to delegate this
01:18
and to be able to delegate this to your office or a virtual
01:19
to your office or a virtual assistant and halfway around
01:21
assistant and halfway around the world is creating a high
01:22
the world is creating a high low price range for your fall
01:24
low price range for your fall cleanups and then uh maybe
01:26
cleanups and then uh maybe growing upon that of having
01:28
growing upon that of having three different levels of high
01:30
three different levels of high low price servicing based on
01:32
low price servicing based on light tree covered medium tree
01:33
light tree covered medium tree coverage in high tree coverage.
01:35
coverage in high tree coverage. So there’s gonna be some
01:36
So there’s gonna be some different variables here so
01:37
different variables here so what I’m gonna do over the next
01:38
what I’m gonna do over the next few minutes here breakdown how
01:39
few minutes here breakdown how to actually build this out put
01:41
to actually build this out put some methodology behind it and
01:43
some methodology behind it and then if you service Autopilot,
01:44
then if you service Autopilot, I’m gonna actually show you how
01:46
I’m gonna actually show you how to build that out and uh put it
01:47
to build that out and uh put it live for this fall season so um
01:50
live for this fall season so um I’m gonna pop out the screen
01:51
I’m gonna pop out the screen here as I normally do and uh
01:55
here as I normally do and uh break this down for you for a
01:55
break this down for you for a high low price range for fall
01:57
high low price range for fall clean ups as well as putting in
02:01
clean ups as well as putting in difficulty levels of light tree
02:03
difficulty levels of light tree coverage, medium coverage and
02:04
coverage, medium coverage and high. And how do we take the
02:06
high. And how do we take the risk out of the estimating
02:09
risk out of the estimating process for the business, but
02:10
process for the business, but not only the consumer cuz
02:12
not only the consumer cuz obviously that fall clean up
02:14
obviously that fall clean up season, especially in northeast
02:14
season, especially in northeast if you’re gonna get some snow
02:16
if you’re gonna get some snow is very limited, so we need to
02:17
is very limited, so we need to be able to close those sales
02:18
be able to close those sales immediately and get them done
02:20
immediately and get them done and I’m gonna show you how to
02:21
and I’m gonna show you how to do that in your service
02:22
do that in your service business and take the risk out
02:24
business and take the risk out of losing money and take the
02:26
of losing money and take the risk out of it for the consumer
02:27
risk out of it for the consumer because they know it’s not an
02:29
because they know it’s not an exact price, but where am I
02:30
exact price, but where am I gonna fall within that ballpark
02:31
gonna fall within that ballpark and we can put some
02:32
and we can put some stipulations on there too, as
02:33
stipulations on there too, as well. um that are. May not go
02:36
well. um that are. May not go Pass x amount of hours um and
02:37
Pass x amount of hours um and then it would need a
02:38
then it would need a confirmation from the consumer
02:39
confirmation from the consumer to go beyond that. so we’re
02:41
to go beyond that. so we’re gonna protect everybody
02:41
gonna protect everybody involved, but the idea is we
02:42
involved, but the idea is we wanna be able to sell fall
02:44
wanna be able to sell fall cleanups over the phone with
02:46
cleanups over the phone with predictability. So I’m gonna
02:47
predictability. So I’m gonna show you how to do that so
02:48
show you how to do that so first thing we’re gonna do is
02:50
first thing we’re gonna do is dive in to the simple growth
02:52
dive in to the simple growth blueprint that we use on most
02:54
blueprint that we use on most of our service set up so
02:55
of our service set up so service one here I am going to
02:58
service one here I am going to make this.
03:01
make this. All
03:01
All cleaned up. Level one.
03:11
Minimum price.
03:18
And this is gonna be based on
03:19
And this is gonna be based on our. All clean up and I’m just
03:24
our. All clean up and I’m just gonna use a dash L high low
03:28
gonna use a dash L high low price because we may have
03:29
price because we may have commercial properties that
03:30
commercial properties that we’re doing that we need to
03:31
we’re doing that we need to give an exact price this may
03:33
give an exact price this may not be applicable to all of it,
03:35
not be applicable to all of it, but especially for residential,
03:36
but especially for residential, this is going to go in and um
03:39
this is going to go in and um allow you to build these
03:40
allow you to build these services uh with some
03:41
services uh with some consistency. so what we’re
03:43
consistency. so what we’re gonna do then is build into
03:45
gonna do then is build into this and go from one square
03:48
this and go from one square foot to let’s say 10000 square
03:50
foot to let’s say 10000 square feet is a minimum price. $250
03:56
feet is a minimum price. $250 and based on our charge per
03:58
and based on our charge per hour, I’m gonna use $60 per man
04:00
hour, I’m gonna use $60 per man hour and let’s say we’re in
04:02
hour and let’s say we’re in about $36 so if our cost break
04:05
about $36 so if our cost break even before we make a profit so
04:07
even before we make a profit so based on this fictitious
04:07
based on this fictitious example, we’ve got a 40% net
04:10
example, we’ve got a 40% net profit margin on this. so what
04:11
profit margin on this. so what I’m gonna say is basically one
04:15
I’m gonna say is basically one to 10000 is 250 bucks and uh
04:19
to 10000 is 250 bucks and uh every thousand over 10000. Be
04:23
every thousand over 10000. Be an X amount more so if we just
04:27
an X amount more so if we just said, based on 250.
04:33
Divided by a thousand. And we
04:37
Divided by a thousand. And we need to pump this out so it’s
04:39
need to pump this out so it’s 10000 so there’s ten parts of a
04:41
10000 so there’s ten parts of a thousand there.
04:47
Twenty $25 per thousand feet,
04:49
Twenty $25 per thousand feet, uh we’re gonna charge 25 bucks
04:51
uh we’re gonna charge 25 bucks per thousand. we’ll keep it
04:53
per thousand. we’ll keep it consistent um level there and
04:55
consistent um level there and our budgeted hours equals are
04:57
our budgeted hours equals are $25 divided by hourly goal.
04:59
$25 divided by hourly goal. Sixty-dollar .42 hours in a
05:02
Sixty-dollar .42 hours in a budget cost of fifteen bucks.
05:03
budget cost of fifteen bucks. We’re charging twenty-five.
05:05
We’re charging twenty-five. We’re netting $15 profit in
05:07
We’re netting $15 profit in this fictitious example. So
05:10
this fictitious example. So what we’ve got here is our
05:12
what we’ve got here is our minimum price and I’m gonna for
05:15
minimum price and I’m gonna for speed and simplicity copy of
05:15
speed and simplicity copy of this out. but now we’ve set our
05:18
this out. but now we’ve set our minimum price on level one. The
05:23
minimum price on level one. The lowest price will show up is
05:25
lowest price will show up is 250 bucks so now if I take a
05:29
250 bucks so now if I take a copy this I’m gonna go in and
05:30
copy this I’m gonna go in and create our maximum price for
05:32
create our maximum price for level one.
05:38
And bear with me here we go so
05:40
And bear with me here we go so now that we’ve got this here.
05:41
now that we’ve got this here. We’re gonna go in and create
05:42
We’re gonna go in and create our maximum price for level
05:44
our maximum price for level one.
05:48
Simply just gonna go in and
05:49
Simply just gonna go in and updates and I’m gonna show you
05:50
updates and I’m gonna show you how to build this into your
05:51
how to build this into your software system as well, The
05:52
software system as well, The custom field is gonna be the
05:54
custom field is gonna be the same cuz it’s the fall cleaner
05:55
same cuz it’s the fall cleaner for high low price range. so
05:57
for high low price range. so that’s gonna be the consistent.
05:58
that’s gonna be the consistent. it’s gonna be the same turf
06:00
it’s gonna be the same turf that area in different areas of
06:01
that area in different areas of your handling. so that’s not
06:03
your handling. so that’s not gonna matter there. So what
06:05
gonna matter there. So what we’re doing here is. In and
06:08
we’re doing here is. In and said, based on 250 bucks the
06:11
said, based on 250 bucks the maximum budget of time for that
06:13
maximum budget of time for that is 4.1. 4.17 man hours. So
06:17
is 4.1. 4.17 man hours. So let’s just say our maximum
06:20
let’s just say our maximum price here is from 250. The
06:21
price here is from 250. The minimum is 250. The max is 350
06:24
minimum is 250. The max is 350 so that is gonna give a 3.83
06:27
so that is gonna give a 3.83 man hours for our worst case
06:29
man hours for our worst case scenario here uh from minimum
06:32
scenario here uh from minimum to maximum on 10000 square feet
06:35
to maximum on 10000 square feet and we’ve got. Now and
06:42
and we’ve got. Now and Equals
06:42
Equals 350 divided by ten,
06:43
Equals 350 divided by ten, which is $35. What we’ve done
06:49
which is $35. What we’ve done now is created a minimum
06:49
now is created a minimum maximum price for level one,
06:51
maximum price for level one, and this would be very little
06:53
and this would be very little tree coverage um going in there
06:54
tree coverage um going in there so now what we would do is take
06:57
so now what we would do is take our process here and replicate
07:01
our process here and replicate it so I’m gonna do level one
07:03
it so I’m gonna do level one and level two. uh for time
07:04
and level two. uh for time sake. I’m not gonna build out
07:06
sake. I’m not gonna build out three levels, but this will
07:07
three levels, but this will give you the idea. So now we’ve
07:09
give you the idea. So now we’ve got our fall clean up for level
07:11
got our fall clean up for level two for heavier tree coverage,
07:13
two for heavier tree coverage, minimum price and we can do
07:16
minimum price and we can do that 10000 square foot as a um.
07:21
that 10000 square foot as a um. The base price to show up, but
07:23
The base price to show up, but if that’s the case then we can
07:25
if that’s the case then we can go in so we got to shrink the
07:27
go in so we got to shrink the area. we’re covering or we have
07:28
area. we’re covering or we have to raise the price and time so
07:31
to raise the price and time so if we wanna make our best price
07:33
if we wanna make our best price consistent, we would leave the
07:35
consistent, we would leave the price at 250. We’ve got to
07:36
price at 250. We’ve got to shrink down our square foot
07:38
shrink down our square foot price. So, let’s say, based on
07:41
price. So, let’s say, based on 4.17 hours at the medium level
07:44
4.17 hours at the medium level that’s only gonna cover about
07:47
that’s only gonna cover about 8000 square feet and on our
07:49
8000 square feet and on our max. Number two, We’re gonna
07:52
max. Number two, We’re gonna also drive that down again.
08:04
So our next level on number
08:06
So our next level on number two. It is also going to 8000
08:10
two. It is also going to 8000 square feet. We’ve got the same
08:13
square feet. We’ve got the same minimum and maximum price, but
08:14
minimum and maximum price, but it’s only covering so much
08:16
it’s only covering so much square footage so if it is at
08:19
square footage so if it is at 10000, we’re adding an extra
08:21
10000, we’re adding an extra $50 or two times twenty-five is
08:25
$50 or two times twenty-five is $300 versus 250 on level one.
08:27
$300 versus 250 on level one. So that’s how we’re breaking
08:29
So that’s how we’re breaking that down there um and actually
08:32
that down there um and actually based on time here, it’s not
08:33
based on time here, it’s not that bad. We’re gonna do level
08:34
that bad. We’re gonna do level three as well. just so
08:36
three as well. just so everybody can kinda see how we
08:37
everybody can kinda see how we have three different levels of
08:38
have three different levels of pricing based on square foot
08:40
pricing based on square foot production.
08:43
Fall clean ups um and how we
08:45
Fall clean ups um and how we would do that. So now we’ve got
08:46
would do that. So now we’ve got level three minimum price and
08:49
level three minimum price and instead of 8000 square feet our
08:52
instead of 8000 square feet our 4.17 hours is now going to be
08:54
4.17 hours is now going to be covering 6000 square feet
08:56
covering 6000 square feet because it’s more difficult.
08:57
because it’s more difficult. There’s more debris and our 250
09:02
There’s more debris and our 250 divided by six six parts of a
09:03
divided by six six parts of a thousand 4167. So that’s gonna
09:06
thousand 4167. So that’s gonna be our price right here. So the
09:11
be our price right here. So the price instead of twenty-five on
09:13
price instead of twenty-five on the lowest amount of coverage
09:15
the lowest amount of coverage like the easiest job, he’s gone
09:16
like the easiest job, he’s gone from 25 to $41 per thousand
09:20
from 25 to $41 per thousand square feet, and then we’re
09:21
square feet, and then we’re gonna go in and take our max
09:22
gonna go in and take our max price for level three and I’m
09:23
price for level three and I’m gonna show you how to build
09:25
gonna show you how to build this all out inside service
09:26
this all out inside service Autopilot standardized this
09:27
Autopilot standardized this production for you.
09:36
It’s gonna be a level. Three
09:48
Max Price. For an update, this
09:52
Max Price. For an update, this is 6000.
09:59
That’s our minimum maximum here
10:02
That’s our minimum maximum here is 8000 to go to 6000 for 10000
10:08
is 8000 to go to 6000 for 10000 or 250 and then. You grab that
10:14
or 250 and then. You grab that other here. Smacks price on
10:17
other here. Smacks price on level one is 350 max price on
10:21
level one is 350 max price on level three.
10:26
And So we actually got to
10:28
And So we actually got to correct this. let me just go
10:29
correct this. let me just go through this double checks so
10:31
through this double checks so level one. the easiest one is
10:33
level one. the easiest one is our 250 and 4.17 hours. Our max
10:36
our 250 and 4.17 hours. Our max is 350 and 5.84. Our minimum
10:42
is 350 and 5.84. Our minimum price here and level three and
10:44
price here and level three and level.
10:49
250 This guy here is 250 with
10:52
250 This guy here is 250 with less square footage 8000.
10:54
less square footage 8000. 8008000. And then uh we’ve gone
10:58
8008000. And then uh we’ve gone from level three to 6.0000
11:00
from level three to 6.0000 square feet, and then there is
11:03
square feet, and then there is equals 250 divided by six 4167,
11:08
equals 250 divided by six 4167, just like we
11:12
had here here and then our
11:15
had here here and then our maximum price. here is 350
11:19
maximum price. here is 350 equals 350 divided by six parts
11:20
equals 350 divided by six parts of a thousand is 53 or 5833.
11:30
That So now we’ve gone and
11:32
That So now we’ve gone and created a high low price range
11:34
created a high low price range so our base square footage, I
11:37
so our base square footage, I mean our base price for all
11:38
mean our base price for all three of these jobs is 250 for
11:40
three of these jobs is 250 for the low end and 350 for the
11:42
the low end and 350 for the high end, but the only
11:42
high end, but the only difference is the lowest area
11:45
difference is the lowest area and easiest areas covering
11:46
and easiest areas covering 10000 square feet. The media is
11:48
10000 square feet. The media is covering 8000 in the hardest is
11:50
covering 8000 in the hardest is covering 6000. Now that’s gonna
11:52
covering 6000. Now that’s gonna keep our base price to show up
11:54
keep our base price to show up consistent but the amount of
11:55
consistent but the amount of area is getting reduced as a
11:57
area is getting reduced as a difficulty. now you could keep
11:58
difficulty. now you could keep your base price based to 10000.
12:01
your base price based to 10000. Have that price go up. Uh my
12:03
Have that price go up. Uh my opinion is we want our base
12:04
opinion is we want our base price to be the same, but the
12:05
price to be the same, but the area we cover it get. As the
12:08
area we cover it get. As the difficulty for consistency, but
12:10
difficulty for consistency, but either way you decide you’re
12:12
either way you decide you’re gonna want that um consistency
12:14
gonna want that um consistency there either way for that
12:16
there either way for that process So now that we’ve built
12:18
process So now that we’ve built this out here we wanna go into
12:21
this out here we wanna go into service autopilot and build
12:23
service autopilot and build this out so the first thing we
12:24
this out so the first thing we wanna do is go to our gear icon
12:26
wanna do is go to our gear icon and create a custom field. so
12:28
and create a custom field. so that’s what we need to make
12:30
that’s what we need to make this work so our custom field.
12:34
this work so our custom field. It’s gonna come right from our
12:35
It’s gonna come right from our simple growth blueprint. We
12:37
simple growth blueprint. We need a blueprint before we
12:39
need a blueprint before we implement so that is our fall
12:40
implement so that is our fall cleanup HL pricing and we’re
12:43
cleanup HL pricing and we’re gonna go in and create that
12:45
gonna go in and create that custom field now. I’m gonna put
12:47
custom field now. I’m gonna put some zeros in front of it just
12:47
some zeros in front of it just so I can find it easier for
12:49
so I can find it easier for Facebook live sign to the
12:51
Facebook live sign to the customer and we’re gonna make
12:51
customer and we’re gonna make this a number and we’re gonna
12:53
this a number and we’re gonna hit save now. That’s the same
12:54
hit save now. That’s the same square footage for your level,
12:57
square footage for your level, one two and three high and low.
12:58
one two and three high and low. so that’s fine. That’s all we
13:01
so that’s fine. That’s all we need there now. The next thing
13:02
need there now. The next thing we’re gonna do is go in on the
13:03
we’re gonna do is go in on the gear. I kinda start creating
13:05
gear. I kinda start creating those services for your high
13:06
those services for your high low services. It’s how we take
13:08
low services. It’s how we take the risk out of you and the
13:10
the risk out of you and the consumer so we’re going to
13:11
consumer so we’re going to settings. We’re gonna dial in
13:13
settings. We’re gonna dial in to services.
13:18
And create those high low price
13:20
And create those high low price ranges now based on different
13:21
ranges now based on different ways you can display the
13:23
ways you can display the pricing. um it’s not gonna say
13:25
pricing. um it’s not gonna say high low. we can actually
13:27
high low. we can actually manipulate and customize what
13:28
manipulate and customize what it says on the estimate. I’m
13:29
it says on the estimate. I’m not gonna get into that detail,
13:30
not gonna get into that detail, but as you see me make these
13:32
but as you see me make these services understand you’re not
13:33
services understand you’re not gonna see level one two and
13:35
gonna see level one two and three, it would just be fall
13:36
three, it would just be fall clean up minimum fall cleanup
13:38
clean up minimum fall cleanup maximum price so what we’re
13:40
maximum price so what we’re gonna do is go back into the
13:42
gonna do is go back into the demo here or the blueprint and
13:44
demo here or the blueprint and grab our fall cleanup level
13:46
grab our fall cleanup level one. Price Now there’s about a
13:48
one. Price Now there’s about a 32 to 36 character limit.
13:50
32 to 36 character limit. Hopefully this falls within it.
13:52
Hopefully this falls within it. I believe it will for time in
13:53
I believe it will for time in simplicity I am going to just
13:55
simplicity I am going to just put this on paste that in
13:58
put this on paste that in across the board. We select the
14:01
across the board. We select the account and we’re gonna do per
14:02
account and we’re gonna do per unit.
14:11
Price and quantity time is
14:13
Price and quantity time is visits and our custom fields so
14:15
visits and our custom fields so just for simplicity here, I
14:17
just for simplicity here, I obviously put them in front of
14:19
obviously put them in front of it, but now I have my fall
14:21
it, but now I have my fall clean up high low price square
14:23
clean up high low price square foot custom range and what I’m
14:26
foot custom range and what I’m gonna be doing is diving into
14:27
gonna be doing is diving into this blueprint and literally
14:30
this blueprint and literally copying and pasting this
14:32
copying and pasting this blueprint over.
14:48
Every thousand over our 10000
14:54
is an additional twenty-five.
14:58
Dollars Point. .42 man hours
15:02
Dollars Point. .42 man hours and a cost.
15:06
Of fifteen bucks. And that now
15:11
Of fifteen bucks. And that now I have my level one minimum
15:12
I have my level one minimum price. I’m gonna save a new.
15:17
And select
15:21
Maximum price for level one.
15:34
So now, we’ve got our maximum
15:37
So now, we’ve got our maximum price. We got small or high and
15:38
price. We got small or high and low pricing based on difficulty
15:39
low pricing based on difficulty level one and we’re gonna do
15:42
level one and we’re gonna do two and three.
15:50
And then we’re gonna go in and.
15:55
And then we’re gonna go in and. Next
15:55
Next price rate matrix Quantity
15:59
Next price rate matrix Quantity Recon visits not specified here
16:01
Recon visits not specified here we’re going to the zero high
16:03
we’re going to the zero high low price range. I’m gonna copy
16:05
low price range. I’m gonna copy the matrix from.
16:11
You fall clean up already.
16:25
Maybe that’s not available yet,
16:26
Maybe that’s not available yet, so we will put this in anyways
16:29
so we will put this in anyways manually so one 210 thousand is
16:35
manually so one 210 thousand is going into service number two.
16:40
Here this is our max 350 and
16:45
5.839 hours. And it is costing
16:49
5.839 hours. And it is costing us to ten before a profit and
16:53
us to ten before a profit and every thousand over our base
16:56
every thousand over our base price of 10000. It is an
17:00
price of 10000. It is an additional.
17:05
$35 and .58 man hours.
17:10
And cost before profit in this
17:12
And cost before profit in this example is twenty-one Bucks.
17:18
Now, what we’ve done is, we’ve
17:19
Now, what we’ve done is, we’ve created a high low price range
17:20
created a high low price range for level one of complexity
17:23
for level one of complexity that’s gonna give us the
17:24
that’s gonna give us the easiest clean up so a house
17:26
easiest clean up so a house that probably has very little
17:27
that probably has very little trees. Now we’ve got something
17:28
trees. Now we’ve got something in the middle medium coverage
17:31
in the middle medium coverage so we can measure out online so
17:33
so we can measure out online so we do is go to the simple
17:35
we do is go to the simple growth blueprint once again and
17:36
growth blueprint once again and grab our fall cleanup minimum
17:38
grab our fall cleanup minimum price level Two.
17:49
Once again off the blueprint,
17:50
Once again off the blueprint, this is why it’s really
17:51
this is why it’s really important to have that
17:53
important to have that blueprint built out.
17:57
And now our coverage has gone
17:58
And now our coverage has gone down our prices the same the
18:00
down our prices the same the amount of square footage
18:01
amount of square footage recovering to shrunk down so
18:02
recovering to shrunk down so it’s gonna be 8000 square feet
18:04
it’s gonna be 8000 square feet for 250.
18:10
And the cost of 150.
18:17
A thousand over 8000 of it
18:21
A thousand over 8000 of it 18000. 18000 our price. There
18:24
18000. 18000 our price. There is a variable cuz how many
18:25
is a variable cuz how many parts are into fifty that is
18:29
parts are into fifty that is $25. so we’re gonna go in just
18:30
$25. so we’re gonna go in just double check the mass you have
18:33
double check the mass you have an eight parts of a thousand so
18:35
an eight parts of a thousand so 250 divided by eight. so we
18:36
250 divided by eight. so we keep that consistent. so
18:37
keep that consistent. so actually I checked that math uh
18:40
actually I checked that math uh you’re at
18:43
3125 and I. Shooting Here we go
18:49
3125 and I. Shooting Here we go that perfect so the math works
18:51
that perfect so the math works out nicely there. so we’ve got
18:53
out nicely there. so we’ve got those parts are being
18:54
those parts are being consistent. so we’re going
18:56
consistent. so we’re going every 1000 or 8000 3125 at
18:59
every 1000 or 8000 3125 at .52000000 hours.
19:04
And a cost.
19:08
1975
19:12
Now we’re gonna save our
19:13
Now we’re gonna save our minimum price for level number
19:15
minimum price for level number two and we’re gonna go into
19:17
two and we’re gonna go into level number three for max or
19:18
level number three for max or level number two max price.
19:24
This can be a bit tedious
19:26
This can be a bit tedious setting up, but once it’s done
19:27
setting up, but once it’s done um it’s kinda set it and forget
19:28
um it’s kinda set it and forget it and this will allow you to
19:33
it and this will allow you to standardize your pricing on
19:35
standardize your pricing on delegated it to your office or
19:36
delegated it to your office or if you’re doing it yourself uh
19:37
if you’re doing it yourself uh create an emotional way of
19:38
create an emotional way of doing that The consumer is
19:39
doing that The consumer is gonna feel really confident
19:40
gonna feel really confident with uh this pricing what I’ve
19:42
with uh this pricing what I’ve seen is because it protects
19:44
seen is because it protects both of you. The same thing
19:46
both of you. The same thing this is gonna be up to 8000
19:48
this is gonna be up to 8000 square feet. I believe for
19:49
square feet. I believe for memory it was 350, but it’s
19:52
memory it was 350, but it’s just double check We did level
19:53
just double check We did level two minimum. This is level
19:55
two minimum. This is level three level two uh so we got
19:59
three level two uh so we got level so we are missing one
20:01
level so we are missing one here so I was probably my
20:03
here so I was probably my confusion doing Facebook live
20:04
confusion doing Facebook live here. so let’s add one in so
20:06
here. so let’s add one in so we’ve got our level two
20:07
we’ve got our level two minimum. We need a level two
20:09
minimum. We need a level two maximum So let’s add this in
20:11
maximum So let’s add this in here and it’s ten above and
20:13
here and it’s ten above and we’re gonna take this. Ice Drop
20:18
we’re gonna take this. Ice Drop this down right here so we’re
20:19
this down right here so we’re gonna go in and make this level
20:21
gonna go in and make this level two max.
20:27
Compare down 8000, It’s still
20:28
Compare down 8000, It’s still covers our 350 so equals 350
20:31
covers our 350 so equals 350 divided by eight parts of a
20:33
divided by eight parts of a thousand at 4375 per thousand.
20:41
So now we have this one to
20:42
So now we have this one to 8000. it’s 350 budgeted hours
20:46
8000. it’s 350 budgeted hours is 4.17 and a cost of 150. And
20:53
is 4.17 and a cost of 150. And every thousand over our base
20:54
every thousand over our base price of about 8000 cuz our
20:56
price of about 8000 cuz our production area shrunk cuz it’s
20:58
production area shrunk cuz it’s taking longer to higher uh tree
21:00
taking longer to higher uh tree coverage in that and difficulty
21:02
coverage in that and difficulty level and it is $43.75 more per
21:08
level and it is $43.75 more per thousand.
21:13
Week seven 3 hours and $26.25
21:17
Week seven 3 hours and $26.25 expense before profit. So you
21:19
expense before profit. So you kinda see this, this does get a
21:21
kinda see this, this does get a lot easier once you get into a
21:23
lot easier once you get into a rhythm and obviously if you’re
21:25
rhythm and obviously if you’re not on Facebook live um there’s
21:26
not on Facebook live um there’s not much pressure on you to
21:27
not much pressure on you to kinda speed through this and
21:29
kinda speed through this and connect dots life, but uh we’ve
21:31
connect dots life, but uh we’ve done several hundred of these
21:32
done several hundred of these uh probably four 500 of these
21:34
uh probably four 500 of these essays for service Autopilot
21:35
essays for service Autopilot users and users outside the
21:37
users and users outside the service Autopilot um as well um
21:39
service Autopilot um as well um so this is something that we do
21:40
so this is something that we do it simple growth quite a bit,
21:41
it simple growth quite a bit, but you know, obviously we are
21:43
but you know, obviously we are the in the mindset of
21:43
the in the mindset of abundance, so we wanna share
21:44
abundance, so we wanna share these things out to you.
21:45
these things out to you. Alright, so we’ve got level one
21:47
Alright, so we’ve got level one and two high and low pricing
21:48
and two high and low pricing level. Three is gonna bring it
21:49
level. Three is gonna bring it home here folks. um we’ve got
21:51
home here folks. um we’ve got level. Minimum price. Same
21:56
level. Minimum price. Same exact process here.
22:05
And rate nature Once again,
22:07
And rate nature Once again, we’ve gotta have our
22:08
we’ve gotta have our calculation. We gotta grab our
22:11
calculation. We gotta grab our high low. We are gonna go from
22:13
high low. We are gonna go from one to now 6000 cuz now that
22:16
one to now 6000 cuz now that time this is gone from 10000
22:17
time this is gone from 10000 all the way down to 6000 for
22:19
all the way down to 6000 for the same base price of 254.
22:23
the same base price of 254. 254.17. 254-1700-0000 hours of
22:24
254.17. 254-1700-0000 hours of cost. if I believe if I
22:25
cost. if I believe if I remember correctly 150 right
22:29
remember correctly 150 right here and then we gotta take our
22:31
here and then we gotta take our bottom part of 1000 to 6000 for
22:34
bottom part of 1000 to 6000 for forty-one. Seven.
22:45
.69 and $25.
22:53
So that is now our minimum
22:54
So that is now our minimum price. now we need to go and
22:55
price. now we need to go and build our maximum price. now,
22:56
build our maximum price. now, we’ll have three levels of
22:58
we’ll have three levels of complexity uh for and three
23:00
complexity uh for and three different levels of production
23:01
different levels of production for high low price ranging for
23:03
for high low price ranging for fall clean up. So this is how
23:04
fall clean up. So this is how we can go out and scale a
23:05
we can go out and scale a business quickly without the
23:07
business quickly without the business owner having to be
23:08
business owner having to be tied to this process and still
23:10
tied to this process and still close more sales over the phone
23:11
close more sales over the phone via a satellite or maps, pro
23:13
via a satellite or maps, pro and service Autopilot. so as
23:15
and service Autopilot. so as we’re driving in, we are
23:17
we’re driving in, we are bringing this home and I’m
23:18
bringing this home and I’m gonna show you how to bring
23:19
gonna show you how to bring this all together in one
23:20
this all together in one succinct manner for fall
23:22
succinct manner for fall cleanups.
23:37
Max Price is 350.
23:42
5.8 5.839 hours. Before profit
23:46
5.8 5.839 hours. Before profit of to ten, so this is gonna
23:49
of to ten, so this is gonna help you with your um reporting
23:51
help you with your um reporting as well. We need all these
23:53
as well. We need all these variables in there for success.
24:00
And our right here is 5833
24:07
And our right here is 5833 4000.
24:11
.9 .97
24:14
.9 .97 Cost before
24:14
Cost before profit up 3499 so
24:20
Cost before profit up 3499 so what we’ve done now in the
24:21
what we’ve done now in the short fifteen to 20 minutes of
24:23
short fifteen to 20 minutes of this video is to find high low
24:25
this video is to find high low price ranging for three
24:26
price ranging for three difficulty lovers or basically
24:29
difficulty lovers or basically coverage of trees um in your
24:29
coverage of trees um in your service area. So now once
24:31
service area. So now once you’ve got this in here uh we
24:33
you’ve got this in here uh we are gonna need to go in and do
24:35
are gonna need to go in and do something um it’s a little
24:38
something um it’s a little outside of the scope of way
24:40
outside of the scope of way Assay uses this, but this is
24:41
Assay uses this, but this is how we’ve got this to work.
24:42
how we’ve got this to work. You’re gonna go and create some
24:44
You’re gonna go and create some packages.
24:47
And we’re gonna have three
24:49
And we’re gonna have three packages so we’re gonna have.
24:57
I’ll clean up.
25:03
Minimum price.
25:08
We’re gonna call this fall.
25:14
Number one.
25:25
Set this up.
25:34
And it’s gonna grab our service
25:35
And it’s gonna grab our service here. It’s gonna take a minute
25:36
here. It’s gonna take a minute cuz we’ve got quite a few of
25:37
cuz we’ve got quite a few of these. so I’m gonna say it can
25:39
these. so I’m gonna say it can start in October 1st and I
25:40
start in October 1st and I wanna end that by December
25:44
wanna end that by December 31st.
25:50
Here we go clean up.
25:56
Minimum price.
26:05
Max Price.
26:08
All clean up level one max
26:11
All clean up level one max price.
26:16
And I start and stop times. I’m
26:18
And I start and stop times. I’m gonna be identical.
26:22
Save changes Now we built out
26:24
Save changes Now we built out our level one. This is gonna be
26:26
our level one. This is gonna be a high low price range for the
26:27
a high low price range for the easiest fall cleanup. We do
26:29
easiest fall cleanup. We do we’re standardized and now
26:30
we’re standardized and now we’re gonna build another one
26:32
we’re gonna build another one for our level, two level three
26:33
for our level, two level three and then tied into a very
26:35
and then tied into a very succinct estimating process.
26:39
succinct estimating process. So, let’s make sure our work is
26:41
So, let’s make sure our work is saved and then we’re gonna
26:43
saved and then we’re gonna build out another high low
26:45
build out another high low package for um fall cleanups.
26:55
So if you need some help with
26:57
So if you need some help with this, obviously uh we’ve helped
26:59
this, obviously uh we’ve helped several hundred clients set
26:59
several hundred clients set this up uh but this is all
27:01
this up uh but this is all happen obviously in the mindset
27:02
happen obviously in the mindset of abundance, we’re just
27:03
of abundance, we’re just literally showing you how to do
27:04
literally showing you how to do this um and this is how you’re
27:05
this um and this is how you’re gonna be able to sell more job
27:07
gonna be able to sell more job quickly over the phone and
27:08
quickly over the phone and protect your bottom line. Net
27:10
protect your bottom line. Net margins ins uh your service
27:11
margins ins uh your service business so uh obviously this
27:15
business so uh obviously this is just something that um we’re
27:17
is just something that um we’re gonna recommend um that
27:19
gonna recommend um that happened here.
27:30
Now we’re going in and building
27:31
Now we’re going in and building out fall cleanup number two.
27:37
Minimal
27:55
Minimum price and fall clean up
27:58
Minimum price and fall clean up that price. This is our
28:02
that price. This is our secondary high and low price
28:04
secondary high and low price ranges here we’re gonna hit
28:07
ranges here we’re gonna hit save. Perfect So now what we’ve
28:11
save. Perfect So now what we’ve got is level one and level two.
28:15
got is level one and level two. And we are gonna go in take
28:18
And we are gonna go in take this for speed and complicity
28:20
this for speed and complicity and copy it.
28:24
And make this level three.
28:31
this is the highest level.
28:41
Ask a question drop a little
28:42
Ask a question drop a little bit. This is how we break and
28:43
bit. This is how we break and we’re breaking down build out
28:44
we’re breaking down build out this uh clean up, obviously not
28:46
this uh clean up, obviously not the most sexiest thing um but
28:47
the most sexiest thing um but it is pretty sexy once it works
28:50
it is pretty sexy once it works and you are uh you’re into that
28:53
and you are uh you’re into that fall season or just like we are
28:54
fall season or just like we are right now building out these
28:55
right now building out these estimates and we wanna pumping
28:57
estimates and we wanna pumping out over the phone as quick as
28:58
out over the phone as quick as possible. I’ll show you how
28:59
possible. I’ll show you how it’s done so we’re gonna hit
29:00
it’s done so we’re gonna hit save the changes here and now
29:02
save the changes here and now I’m gonna go in and set that
29:04
I’m gonna go in and set that renewal date.
29:10
Alright so now uh theoretically
29:13
Alright so now uh theoretically we should have level one level
29:15
we should have level one level two level three of complexity
29:17
two level three of complexity of fall clean ups. We wanna go
29:19
of fall clean ups. We wanna go into our gear icon go into
29:25
into our gear icon go into templates job estimate
29:27
templates job estimate templates to be exact crank
29:28
templates to be exact crank that open and we are gonna go
29:29
that open and we are gonna go out and build a template just
29:33
out and build a template just for fall clean up now,
29:34
for fall clean up now, depending on time and area in
29:35
depending on time and area in the in the season, you might be
29:37
the in the season, you might be wanna include some scalp Reed
29:38
wanna include some scalp Reed uh in the southwest or maybe.
29:41
uh in the southwest or maybe. Aeration overseeding on this
29:42
Aeration overseeding on this too is a quick soft upsell, but
29:44
too is a quick soft upsell, but I’m gonna add a template in
29:46
I’m gonna add a template in here um just for the fall
29:48
here um just for the fall cleanup. So we’ve standardized
29:50
cleanup. So we’ve standardized that so we’re gonna add a
29:51
that so we’re gonna add a template. We are gonna call
29:53
template. We are gonna call this.
29:56
this. Fall
29:56
Fall clean up high low price.
30:03
Look live. Alright, we’re gonna
30:06
Look live. Alright, we’re gonna show what it does the job and
30:08
show what it does the job and that’s gonna allow us to select
30:10
that’s gonna allow us to select a document and I’m gonna go in
30:12
a document and I’m gonna go in and grab my dock and what this
30:13
and grab my dock and what this documents gonna do is create a
30:15
documents gonna do is create a connection between the email
30:16
connection between the email the document and the estimate
30:20
the document and the estimate acceptance email in here so in
30:25
acceptance email in here so in this test account uh I think
30:27
this test account uh I think we’ll go with this one and see
30:28
we’ll go with this one and see what it looks like folks. So
30:29
what it looks like folks. So now we’re gonna do is go in and
30:31
now we’re gonna do is go in and add a high-low packages uh for
30:34
add a high-low packages uh for our fall cleanup level one.
30:39
Are.
30:43
Fall clean up level Two high
30:46
Fall clean up level Two high low price range.
30:51
And our fall cleanup level
30:53
And our fall cleanup level three the highest level.
31:05
And Take out the descriptions
31:09
And Take out the descriptions so the consumer doesn’t know
31:11
so the consumer doesn’t know what level it is.
31:16
Apply and we should be good
31:20
Apply and we should be good with our minimum maximum
31:21
with our minimum maximum pricing uh last thing I wanna
31:23
pricing uh last thing I wanna do is I’m gonna pull in 10000
31:26
do is I’m gonna pull in 10000 here actually 8000 cuz that was
31:29
here actually 8000 cuz that was the minimum price.
31:33
Voila we are looking good um so
31:36
Voila we are looking good um so the only thing that is jumping
31:37
the only thing that is jumping out to me, which was some data
31:39
out to me, which was some data entry. actually, no. it’s not
31:40
entry. actually, no. it’s not so I think we’re in good shape.
31:43
so I think we’re in good shape. Let me just double check this
31:44
Let me just double check this one here before we actually
31:46
one here before we actually show you a live product. We did
31:50
show you a live product. We did uh choose some data entry error
31:52
uh choose some data entry error I should have had a different
31:54
I should have had a different production right here of um and
31:57
production right here of um and the minimum price so that this
31:59
the minimum price so that this looks good maximum price on
32:01
looks good maximum price on level two we need to adjust.
32:07
And that looks appropriate so
32:08
And that looks appropriate so what we need to do before we
32:11
what we need to do before we finish this and test it out.
32:12
finish this and test it out. We’ve tested it. um I need to
32:14
We’ve tested it. um I need to go to my level two max price
32:16
go to my level two max price and that was the one we
32:18
and that was the one we stumbled on the fly here uh.
32:22
stumbled on the fly here uh. Level two max price for 350
32:27
Level two max price for 350 equals 350 divided by eight
32:29
equals 350 divided by eight part of a thousand is 4375 and
32:32
part of a thousand is 4375 and that comes out there that
32:34
that comes out there that should be .73. so I’m just
32:35
should be .73. so I’m just gonna go back into my services
32:38
gonna go back into my services and break this down just so we
32:39
and break this down just so we have some testing in there as
32:42
have some testing in there as well. It’s something you’re
32:43
well. It’s something you’re gonna wanna do if you’re doing
32:44
gonna wanna do if you’re doing it yourself if you work with a
32:46
it yourself if you work with a simple growth as a certified
32:47
simple growth as a certified adviser, This is something that
32:47
adviser, This is something that we will do for you and test it
32:50
we will do for you and test it out.
32:58
So once we have this here,
32:59
So once we have this here, we’re gonna go in level two uh
33:01
we’re gonna go in level two uh max price. I wanna just go
33:02
max price. I wanna just go double check that equation cuz
33:04
double check that equation cuz it look like in our testing
33:05
it look like in our testing that was incorrect and you
33:07
that was incorrect and you wanna trust that verifies on
33:09
wanna trust that verifies on the team says here at simple
33:11
the team says here at simple growth so level two to 0.73.
33:18
0.773. 0.7805. 0.78076 Okay, so
33:21
0.773. 0.7805. 0.78076 Okay, so actually that is correct um and
33:22
actually that is correct um and we’re good to go so now that we
33:24
we’re good to go so now that we have that we can go in.
33:29
Pull up a potential client and
33:31
Pull up a potential client and show you what it looks like how
33:32
show you what it looks like how to estimate the high low price
33:33
to estimate the high low price range based on difficulty of
33:35
range based on difficulty of the property.
33:40
So we’re gonna go in the
33:42
So we’re gonna go in the property measures we’re gonna
33:44
property measures we’re gonna measure the property uh looks
33:45
measure the property uh looks like we’ve already predefined
33:47
like we’ve already predefined some measurements on this test
33:48
some measurements on this test account. That’s okay we will uh
33:51
account. That’s okay we will uh go in and maybe we measure the
33:54
go in and maybe we measure the property because based on the
33:55
property because based on the measurements, they’re not
33:56
measurements, they’re not applicable to a fall clean up
33:58
applicable to a fall clean up high low and I’m gonna
33:59
high low and I’m gonna recommend is they probably are
34:01
recommend is they probably are not.
34:07
And we’ll go back in and
34:09
And we’ll go back in and measure this property. But
34:11
measure this property. But we’re gonna go right around the
34:13
we’re gonna go right around the house identical cuz those fall
34:15
house identical cuz those fall cleanups traditionally include
34:16
cleanups traditionally include those landscape beds uh as we
34:17
those landscape beds uh as we all know so we’re gonna go in
34:19
all know so we’re gonna go in and grab the turf and beds as a
34:22
and grab the turf and beds as a different square foot
34:24
different square foot measurement for fall cleanups
34:25
measurement for fall cleanups and probably spring cleanups
34:27
and probably spring cleanups versus um that we picked up an
34:28
versus um that we picked up an extra 2000 square feet Ball
34:31
extra 2000 square feet Ball park so we’re gonna do is go in
34:33
park so we’re gonna do is go in and select our fall clean up
34:36
and select our fall clean up high low. Um it’s many of you
34:38
high low. Um it’s many of you have seen this test account.
34:39
have seen this test account. you would probably never ever
34:40
you would probably never ever ever have this many custom
34:42
ever have this many custom field. Obviously, as we test
34:44
field. Obviously, as we test and do this videos they
34:45
and do this videos they continue to go but there it is
34:50
continue to go but there it is a high low price cleanup. We
34:51
a high low price cleanup. We had saved and save on the
34:52
had saved and save on the custom field and now what we’re
34:55
custom field and now what we’re gonna do is go in and create a
34:56
gonna do is go in and create a high low price range based on
34:58
high low price range based on easy medium or difficult. Now,
35:00
easy medium or difficult. Now, this would probably be an easy
35:02
this would probably be an easy cuz it really isn’t any trees.
35:04
cuz it really isn’t any trees. Let’s zoom out into this
35:04
Let’s zoom out into this neighborhood here and see if we
35:06
neighborhood here and see if we can find something uh a little
35:08
can find something uh a little more interesting Well I I’m
35:10
more interesting Well I I’m guessing this yard here would
35:12
guessing this yard here would probably fall into the level
35:14
probably fall into the level two or level three. this guy
35:15
two or level three. this guy probably. Also so um this here
35:19
probably. Also so um this here in my opinion will be level
35:20
in my opinion will be level three, so you want to define
35:21
three, so you want to define what that looks like for your
35:24
what that looks like for your staff or yourself go and add an
35:26
staff or yourself go and add an estimate We’re gonna grab the
35:28
estimate We’re gonna grab the prebuilt templates that does
35:29
prebuilt templates that does high low price ranging to
35:32
high low price ranging to systematize this for anybody in
35:33
systematize this for anybody in your office or a virtual
35:34
your office or a virtual assistant literally halfway
35:35
assistant literally halfway across the world. Um now once
35:37
across the world. Um now once we hit template, we’re gonna
35:38
we hit template, we’re gonna have the ability to grab the
35:39
have the ability to grab the template of high low price
35:40
template of high low price ranges for fall cleanups it
35:41
ranges for fall cleanups it loads in all three levels and
35:43
loads in all three levels and it will calculated based on the
35:45
it will calculated based on the turf square footage of or not
35:46
turf square footage of or not of the. The high low price
35:49
of the. The high low price ranging that we did so. You see
35:52
ranging that we did so. You see we’ve done one of these for
35:54
we’ve done one of these for high low price range for spring
35:56
high low price range for spring cleanups as well. so I’m gonna
35:57
cleanups as well. so I’m gonna go in and do the Facebook live
36:00
go in and do the Facebook live fall cleanup and hopefully that
36:01
fall cleanup and hopefully that pulls up the right template and
36:02
pulls up the right template and that is what we’ve done for all
36:04
that is what we’ve done for all a fixed price. So let me delete
36:07
a fixed price. So let me delete that and. Pull up my other
36:12
that and. Pull up my other template.
36:27
And this is why it is important
36:30
And this is why it is important to have. Templates named
36:33
to have. Templates named accordingly.
36:38
Now, the question is did we.
36:45
Save that template uh cuz we
36:46
Save that template uh cuz we need to check it so let me just
36:48
need to check it so let me just double check. We may not have
36:49
double check. We may not have saved that template that maybe
36:50
saved that template that maybe the issue that I’m not seeing
36:52
the issue that I’m not seeing it there so your templates just
36:53
it there so your templates just as a quick review as a gear
36:56
as a quick review as a gear icon job as a template grab
36:58
icon job as a template grab that there and we should have
37:01
that there and we should have something to high high low
37:02
something to high high low price range for templates um
37:05
price range for templates um and that should be today’s
37:07
and that should be today’s date, which is.
37:13
And it does not look like I say
37:16
And it does not look like I say that so we’ll go real quick and
37:17
that so we’ll go real quick and show you how to create this
37:19
show you how to create this template again. Real quick.
37:23
So we did have one area that we
37:25
So we did have one area that we did wanna test before we jumped
37:27
did wanna test before we jumped in so this will be.
37:32
Hi.
37:39
In both we have our estimate
37:41
In both we have our estimate documents. We’re adding our
37:46
documents. We’re adding our items for high low price range
37:47
items for high low price range for level one two and three
37:48
for level one two and three levels of complexity.
37:54
Once again, if you’re just
37:55
Once again, if you’re just picking up this video or you’re
37:56
picking up this video or you’re watching, you wanna make sure
37:57
watching, you wanna make sure you test these things and
37:58
you test these things and that’s kind of what we just
37:59
that’s kind of what we just did. and that’s why we kinda
38:01
did. and that’s why we kinda fumbled here. A little bit
38:02
fumbled here. A little bit didn’t have the saved uh cuz
38:04
didn’t have the saved uh cuz out the number that didn’t look
38:06
out the number that didn’t look quite accurate to me um and
38:07
quite accurate to me um and obviously being in a Facebook
38:09
obviously being in a Facebook live, We’re not double triple
38:10
live, We’re not double triple checking the math so uh
38:13
checking the math so uh everything is in here now. I’m
38:14
everything is in here now. I’m gonna go in and check my
38:15
gonna go in and check my descriptions. I’m gonna pull
38:16
descriptions. I’m gonna pull level one level two level three
38:18
level one level two level three out so the consumer doesn’t
38:20
out so the consumer doesn’t know we have three different
38:20
know we have three different levels that we’re hitting them
38:22
levels that we’re hitting them with uh there are. Tips and
38:25
with uh there are. Tips and tricks to change the verbiage
38:27
tricks to change the verbiage that I’m not gonna get into on
38:28
that I’m not gonna get into on this call or on this video
38:30
this call or on this video because this basically is uh
38:34
because this basically is uh just going over the ability of
38:37
just going over the ability of what we’re doing here.
38:43
And
38:50
Alright so the close.
38:57
And for some reason, it is not
38:58
And for some reason, it is not like in this in the browser. So
39:01
like in this in the browser. So I’m gonna cancel this out.
39:07
And recreate that.
39:24
We’re good to go there.
39:38
Saving close Now we can go back
39:39
Saving close Now we can go back to our test client and create
39:40
to our test client and create that high low price range here
39:42
that high low price range here we’ve already measured the
39:43
we’ve already measured the square footage if you’re just
39:45
square footage if you’re just joining us, so the square
39:46
joining us, so the square footage is a high low price
39:46
footage is a high low price range for fall. cleanups are
39:49
range for fall. cleanups are already in there. That’s
39:49
already in there. That’s include your turf in your
39:50
include your turf in your landscape beds and now based on
39:52
landscape beds and now based on the difficulty of the yard,
39:53
the difficulty of the yard, whether it’s a level one two or
39:55
whether it’s a level one two or three and difficulty we can go
39:56
three and difficulty we can go out and create a high low price
39:57
out and create a high low price range based on the level of
39:59
range based on the level of complexity of that job. Good
40:03
complexity of that job. Good for you as the company great
40:05
for you as the company great for the consumer. uh everybody
40:06
for the consumer. uh everybody knows where they’re standing on
40:07
knows where they’re standing on that process. so the template
40:09
that process. so the template we’ve just created once it’s
40:10
we’ve just created once it’s we’re gonna hit template that
40:11
we’re gonna hit template that will load in our high low price
40:12
will load in our high low price range. The email document and
40:17
range. The email document and accepted email. I’ll tied in
40:18
accepted email. I’ll tied in together. Once again, if you
40:22
together. Once again, if you need some help with this,
40:22
need some help with this, obviously we’ve done this with
40:24
obviously we’ve done this with several hundred companies. so
40:25
several hundred companies. so this is old hat for us and we
40:27
this is old hat for us and we can customize it right down to
40:28
can customize it right down to your business. So this may take
40:29
your business. So this may take a minute to load here, but once
40:31
a minute to load here, but once it does we will have our high
40:32
it does we will have our high low price ranging for
40:34
low price ranging for difficulty levels of one two
40:37
difficulty levels of one two and three and as advertised
40:40
and three and as advertised everything loads in so based on
40:43
everything loads in so based on the complexity of the job level
40:45
the complexity of the job level one is in between 50700 level
40:47
one is in between 50700 level two 625 and 875 and level
40:51
two 625 and 875 and level three. 666 Bucks 933 So let’s
40:56
three. 666 Bucks 933 So let’s go in and based on that
40:57
go in and based on that property. I’m gonna say it is
40:59
property. I’m gonna say it is level one. I’m gonna hit save
41:02
level one. I’m gonna hit save try to close them over the
41:04
try to close them over the phone. If I can I’m gonna send
41:05
phone. If I can I’m gonna send this email out to them so so I
41:06
this email out to them so so I would email or pre template to
41:10
would email or pre template to email loads in connected to our
41:12
email loads in connected to our ask to do in any accepted
41:13
ask to do in any accepted email. That is we got to set it
41:15
email. That is we got to set it set it and forget it process
41:17
set it and forget it process here um and this email would
41:19
here um and this email would come template in um but I am
41:22
come template in um but I am just gonna put. You know what
41:26
just gonna put. You know what we can insert a document. it’s.
41:33
This traditionally already
41:36
This traditionally already loaded in um but obviously with
41:37
loaded in um but obviously with Facebook live, I didn’t know
41:39
Facebook live, I didn’t know exactly where we’re at we would
41:41
exactly where we’re at we would go in there and hit send and I
41:43
go in there and hit send and I will check my email inbox here
41:44
will check my email inbox here in a minute. we’ll have a
41:45
in a minute. we’ll have a document that produces that
41:46
document that produces that high low price range um take a
41:49
high low price range um take a time I may just hit previous,
41:50
time I may just hit previous, so you can actually see what
41:51
so you can actually see what that looks like. So if it’s in
41:55
that looks like. So if it’s in a paragraph form we can go in
41:57
a paragraph form we can go in here and have it set up here
41:59
here and have it set up here Ideally, I’m gonna change the
42:02
Ideally, I’m gonna change the document. To show you what it
42:05
document. To show you what it would look like.
42:09
Ideally,
42:24
In a different accounts, so
42:26
In a different accounts, so that is part of my confusion
42:27
that is part of my confusion looking at the documents,
42:29
looking at the documents, traditionally, we’d only have
42:29
traditionally, we’d only have two documents one for leads and
42:31
two documents one for leads and clients and they’d be
42:32
clients and they’d be standardized. So let’s see if
42:33
standardized. So let’s see if we can preview this quote and
42:34
we can preview this quote and potential. This is our high low
42:36
potential. This is our high low price range here uh for the
42:37
price range here uh for the system. This is what the would
42:38
system. This is what the would look like as it’s designed to
42:41
look like as it’s designed to do so fall clean up. Here uh
42:46
do so fall clean up. Here uh we’d obviously get rid of the
42:47
we’d obviously get rid of the level one service name
42:49
level one service name description would not be
42:50
description would not be included so it would be just be
42:52
included so it would be just be literally fall clean up minimum
42:55
literally fall clean up minimum price. maximum price and
42:56
price. maximum price and concludes some descriptions of
42:57
concludes some descriptions of includes cleaning up the turf
42:59
includes cleaning up the turf area and landscape beds. You’ve
43:01
area and landscape beds. You’ve got your high low price range
43:02
got your high low price range of the consumer clicks on it
43:03
of the consumer clicks on it and accepts the quote so based
43:05
and accepts the quote so based on the level um we can price
43:07
on the level um we can price high low price ranging based on
43:09
high low price ranging based on levels of complexity. so so you
43:10
levels of complexity. so so you kinda get idea um didn’t have
43:12
kinda get idea um didn’t have the right documents tied to
43:13
the right documents tied to this, but that is how you set
43:13
this, but that is how you set it up and obviously you want a
43:14
it up and obviously you want a test before you do it because
43:16
test before you do it because this can happen if you’re doing
43:17
this can happen if you’re doing it in your own instance, you
43:18
it in your own instance, you have multiple documents and
43:19
have multiple documents and templates so comment.
43:22
templates so comment. Callahan’s corner, You ask the
43:23
Callahan’s corner, You ask the questions we answer them live
English (United States) – Callahan’s Corner: Fall Clean Up With High – Low Pricing

Callahan’s Corner: Commercial Snow Removal Bid Set Up

Video Transcript

00:00
Welcome back to Callahan’s
00:01
Welcome back to Callahan’s corner, where you ask a
00:03
corner, where you ask a question we answer them live
00:04
question we answer them live right here on Facebook. So this
00:05
right here on Facebook. So this is the second try at this
00:07
is the second try at this video. I had some technical
00:08
video. I had some technical issues yesterday but um
00:11
issues yesterday but um questions submitted was how to
00:12
questions submitted was how to actually go out and handle your
00:14
actually go out and handle your snow removal commercially and
00:15
snow removal commercially and I’m actually gonna show you a
00:16
I’m actually gonna show you a residential um examples as
00:18
residential um examples as well. so I’m actually gonna
00:20
well. so I’m actually gonna pull up the question from
00:20
pull up the question from yesterday um and what drove my
00:23
yesterday um and what drove my memory is it was another
00:24
memory is it was another question uh very similar um
00:27
question uh very similar um person wants to know about
00:27
person wants to know about Square-foot pricing for plowing
00:29
Square-foot pricing for plowing salt. Sidewalks another one in
00:31
salt. Sidewalks another one in one of the uh snow move groups.
00:33
one of the uh snow move groups. I believe it was Michigan snow,
00:35
I believe it was Michigan snow, plowing and landscaping uh
00:37
plowing and landscaping uh wanted to help how to price
00:39
wanted to help how to price snow removal on sidewalks. So
00:40
snow removal on sidewalks. So what I’m gonna do is breakdown
00:42
what I’m gonna do is breakdown how to go out and create
00:44
how to go out and create industries specific or
00:45
industries specific or production rate based on your
00:47
production rate based on your own equipment for a plow a skid
00:51
own equipment for a plow a skid steer a loader potentially a
00:53
steer a loader potentially a backhoe hand shoveling
00:55
backhoe hand shoveling sidewalks. snow blowers uh a
00:57
sidewalks. snow blowers uh a quad a broom um in. Attachments
01:00
quad a broom um in. Attachments and then as well as going out
01:02
and then as well as going out and insulting parking lot with
01:03
and insulting parking lot with either tailgate spreader or up
01:06
either tailgate spreader or up to a five yard uh V box
01:07
to a five yard uh V box spreader or up to an eight yard
01:09
spreader or up to an eight yard uh V box spreader on a uh tri
01:11
uh V box spreader on a uh tri axle and then also going in and
01:13
axle and then also going in and spreading ice melt or or
01:15
spreading ice melt or or calcium chloride mix on
01:16
calcium chloride mix on sidewalks with a fifty pound
01:19
sidewalks with a fifty pound push button or uh approximate
01:20
push button or uh approximate 100 pounds on the back of a
01:22
100 pounds on the back of a quad. So we’re gonna break that
01:23
quad. So we’re gonna break that all down how to do that all
01:24
all down how to do that all here on Callahan’s corner um
01:26
here on Callahan’s corner um and then uh break into uh. And
01:30
and then uh break into uh. And install that inside your
01:30
install that inside your software to create a production
01:33
software to create a production based that’s the system so uh
01:34
based that’s the system so uh any comments or questions
01:36
any comments or questions during this uh let us know. but
01:37
during this uh let us know. but as you can tell here it is
01:38
as you can tell here it is cooling off and if you haven’t
01:39
cooling off and if you haven’t started renewing those
01:41
started renewing those contracts um now is the time to
01:42
contracts um now is the time to go out and get those bids and
01:44
go out and get those bids and contracts for snow removal up
01:46
contracts for snow removal up and running. so I’m gonna pop
01:48
and running. so I’m gonna pop my screen open here and give
01:49
my screen open here and give you a little context first uh
01:51
you a little context first uh how we do this and then show
01:53
how we do this and then show you how to actually create an
01:56
you how to actually create an estimating process around this.
01:57
estimating process around this. so. You wanna go out and do
01:59
so. You wanna go out and do your own research. I’ve got
02:00
your own research. I’ve got some industry averages here um
02:02
some industry averages here um that are applicable uh they’re
02:05
that are applicable uh they’re conservative. Ideally you wanna
02:06
conservative. Ideally you wanna run this reports on your own
02:07
run this reports on your own model first so uh this piece of
02:10
model first so uh this piece of paper basically Google Doc that
02:11
paper basically Google Doc that you’re looking at is I call it
02:13
you’re looking at is I call it the simple growth blueprint so
02:14
the simple growth blueprint so whether whether you’re doing a
02:15
whether whether you’re doing a lawn care snow removal home
02:18
lawn care snow removal home cleaning or anything else in
02:18
cleaning or anything else in between this is where we start,
02:20
between this is where we start, we’re gonna blueprint your
02:21
we’re gonna blueprint your system and then we’re gonna
02:22
system and then we’re gonna create a standardized
02:23
create a standardized production based estimating
02:25
production based estimating system which I’m gonna dive
02:26
system which I’m gonna dive into and show you how we
02:26
into and show you how we measure it online. Automate
02:29
measure it online. Automate those pricing so first thing we
02:30
those pricing so first thing we would do is if we have a plow
02:33
would do is if we have a plow truck with AV Blade or say a
02:35
truck with AV Blade or say a white out depending on the
02:36
white out depending on the western or fish or a lot of
02:37
western or fish or a lot of them have those wide outs. Um
02:40
them have those wide outs. Um we’re in around 35500 square
02:42
we’re in around 35500 square feet uh between zero and six
02:45
feet uh between zero and six inches. now, we can break it
02:45
inches. now, we can break it down from zero to two to four.
02:48
down from zero to two to four. so on uh about an average I’m
02:49
so on uh about an average I’m grabbing between zero and six
02:51
grabbing between zero and six inches in my example here and
02:53
inches in my example here and what we’re gonna do is say
02:54
what we’re gonna do is say between one and X amount of
02:56
between one and X amount of square feet, the maximum area
02:58
square feet, the maximum area that you would plow what is
02:59
that you would plow what is your base price to? About the
03:02
your base price to? About the minimum, so I’m gonna plug in
03:03
minimum, so I’m gonna plug in and say well my minimum to show
03:05
and say well my minimum to show up for a parking lot is
03:06
up for a parking lot is seventy-five Bucks. Obviously,
03:07
seventy-five Bucks. Obviously, this is fictitious, but I wanna
03:08
this is fictitious, but I wanna show you how the methodology of
03:10
show you how the methodology of this works now your dollar per
03:14
this works now your dollar per man hour charge. Let’s say we
03:15
man hour charge. Let’s say we wanted to get 115. $115 for a
03:18
wanted to get 115. $115 for a plow truck and it was costing a
03:21
plow truck and it was costing a $68 great even for machine
03:23
$68 great even for machine overhead uh labor and labor
03:25
overhead uh labor and labor burden so fully even at 68
03:26
burden so fully even at 68 bucks per hour of man and
03:28
bucks per hour of man and machine before you make a
03:29
machine before you make a profit. So now in the sheet
03:32
profit. So now in the sheet here, what I’ve got is, I’ve
03:34
here, what I’ve got is, I’ve got between one and let’s say I
03:36
got between one and let’s say I will cover um 10000 square feet
03:39
will cover um 10000 square feet for my seventy-five-dollar lot
03:42
for my seventy-five-dollar lot now based on that production,
03:46
now based on that production, it’s .28 man hours. so if I
03:47
it’s .28 man hours. so if I went in and put the industry
03:49
went in and put the industry average um that I’m ballpark,
03:50
average um that I’m ballpark, we’re here at 35500 Square feet
03:53
we’re here at 35500 Square feet an hour. The sheet gives us one
03:55
an hour. The sheet gives us one budgeted hour, so we know the
03:56
budgeted hour, so we know the math and the sheet is right um
03:58
math and the sheet is right um but I’m gonna say up to 10000
03:59
but I’m gonna say up to 10000 square feet. I’m charging.
04:02
square feet. I’m charging. Seventy-five Bucks It should
04:03
Seventy-five Bucks It should take me .28000000 hours and
04:05
take me .28000000 hours and it’s costing me $19.15 break
04:07
it’s costing me $19.15 break even before I make a profit so
04:09
even before I make a profit so up to 10000 square feet is
04:13
up to 10000 square feet is fictitious Seventy-five Bucks
04:14
fictitious Seventy-five Bucks and we’re gonna budget
04:15
and we’re gonna budget .28000000 hours on site and
04:17
.28000000 hours on site and it’s costing us $19.15. It’s a
04:21
it’s costing us $19.15. It’s a 74% net profit margins. So now
04:23
74% net profit margins. So now we’ve set our base price. I’m
04:25
we’ve set our base price. I’m gonna say every thousand square
04:27
gonna say every thousand square feet over my 10000 base price
04:30
feet over my 10000 base price is in a sheet automatically
04:31
is in a sheet automatically calculates based on 115 bucks
04:33
calculates based on 115 bucks an hour that we should be
04:34
an hour that we should be charging three. 24¢ per
04:37
charging three. 24¢ per thousand to get 115 bucks an
04:39
thousand to get 115 bucks an hour is taking .03 man hours
04:42
hour is taking .03 man hours and it’s costing us a dollar
04:44
and it’s costing us a dollar 90.2. So what we’ve done now is
04:46
90.2. So what we’ve done now is broken out a truck with AV
04:47
broken out a truck with AV Blade and we’re gonna go in the
04:50
Blade and we’re gonna go in the same manner and I’m gonna go in
04:52
same manner and I’m gonna go in and go to my skid steer with an
04:55
and go to my skid steer with an eight foot box plow so the same
04:57
eight foot box plow so the same man I’m gonna say okay, based
04:58
man I’m gonna say okay, based on that. uh I’m gonna do the
05:00
on that. uh I’m gonna do the same 10000 square feet in 1000
05:03
same 10000 square feet in 1000 over okay.
05:08
And maybe my minimum for the
05:10
And maybe my minimum for the skid steer now it’s $100 to
05:11
skid steer now it’s $100 to show up for that cuz it got
05:14
show up for that cuz it got more overhead and for that skid
05:15
more overhead and for that skid steer I wanna make 135 and
05:18
steer I wanna make 135 and maybe it’s costing me $85 an
05:21
maybe it’s costing me $85 an hour and operate so what we’ve
05:23
hour and operate so what we’ve done here is created a minimal
05:24
done here is created a minimal up to 10000 square feet um
05:27
up to 10000 square feet um budget to break even or
05:28
budget to break even or budgeted hours and then break
05:30
budgeted hours and then break even and I’m gonna say once
05:32
even and I’m gonna say once again every thousand over my
05:34
again every thousand over my 10000 is $3.16 more so you can
05:37
10000 is $3.16 more so you can see uh based on the different.
05:39
see uh based on the different. We can go out and manipulate it
05:42
We can go out and manipulate it so the charge per thousand is
05:45
so the charge per thousand is 324 here versus the 316 because
05:47
324 here versus the 316 because our production has gone out. so
05:49
our production has gone out. so we’ve gone up from about 35000
05:51
we’ve gone up from about 35000 coverage per hour to about
05:53
coverage per hour to about almost 43000, so you want to
05:55
almost 43000, so you want to manipulate them. the numbers
05:56
manipulate them. the numbers that make sense in your
05:57
that make sense in your business, but this is how we
05:58
business, but this is how we would break out the production
05:59
would break out the production rates um and now the next one
06:01
rates um and now the next one we’re gonna go into is a
06:03
we’re gonna go into is a backhoe with a twelve-foot box
06:05
backhoe with a twelve-foot box plow pusher so same thing. I’m
06:07
plow pusher so same thing. I’m gonna say my minimum. Zero zero
06:10
gonna say my minimum. Zero zero square feet and at $145 for
06:13
square feet and at $145 for that that backhoe and what
06:17
that that backhoe and what we’re gonna do is go in. We’ve
06:18
we’re gonna do is go in. We’ve got budgeted hour. Let’s say we
06:18
got budgeted hour. Let’s say we need $150 for the backhoe and
06:21
need $150 for the backhoe and it’s costing us 100 same idea
06:24
it’s costing us 100 same idea and then we would go every
06:25
and then we would go every thousand over the base price of
06:27
thousand over the base price of ten and then we’ve got a price
06:29
ten and then we’ve got a price per thousand there and we’ve
06:31
per thousand there and we’ve got our in cost now. The last
06:34
got our in cost now. The last example, here is going in and
06:36
example, here is going in and putting a sixteen foot box plow
06:38
putting a sixteen foot box plow in there um so let’s say we
06:41
in there um so let’s say we keep our same example of 10000
06:42
keep our same example of 10000 square feet and our loader with
06:44
square feet and our loader with the. For box is gonna be 175.
06:49
the. For box is gonna be 175. .8 hours and I’m gonna bring in
06:52
.8 hours and I’m gonna bring in our cost of uh let’s say 175 an
06:56
our cost of uh let’s say 175 an hour and it’s causing us 110.
07:00
hour and it’s causing us 110. Obviously it’s numbers of pics
07:01
Obviously it’s numbers of pics you wanna use your own numbers,
07:02
you wanna use your own numbers, but I’m gonna show you how we
07:04
but I’m gonna show you how we can have different production
07:05
can have different production rate per piece of equipment and
07:07
rate per piece of equipment and charge different for a minimal
07:08
charge different for a minimal or keep the minimum the same um
07:10
or keep the minimum the same um and open up the square footage
07:12
and open up the square footage that it covers as well So uh
07:14
that it covers as well So uh there’s different variations of
07:15
there’s different variations of how you wanna tackle that in
07:16
how you wanna tackle that in your business uh and then every
07:18
your business uh and then every thousand. Over the 10000 here
07:21
thousand. Over the 10000 here is this rate budget hours and
07:24
is this rate budget hours and cost so once you have those
07:25
cost so once you have those built out, we’re gonna go into
07:27
built out, we’re gonna go into the software and start building
07:28
the software and start building this out in a uh production
07:30
this out in a uh production based estimating system where
07:31
based estimating system where the consumers not gonna see
07:32
the consumers not gonna see what piece of equipment is, but
07:33
what piece of equipment is, but we’re gonna select the
07:34
we’re gonna select the appropriate piece of equipment
07:36
appropriate piece of equipment for um the property. Uh next
07:39
for um the property. Uh next thing is a lot of the
07:40
thing is a lot of the questions. We’re looking at how
07:41
questions. We’re looking at how do we handle salting So I’ve
07:43
do we handle salting So I’ve got AV back Salter here with up
07:44
got AV back Salter here with up to five cubic yards, so that
07:46
to five cubic yards, so that could be a two three or five
07:48
could be a two three or five cubic yard salt or on average,
07:50
cubic yard salt or on average, they traditionally are gonna be
07:52
they traditionally are gonna be covering uh production rate
07:54
covering uh production rate about the same. So what we’re
07:56
about the same. So what we’re gonna do is I’m gonna say from
07:57
gonna do is I’m gonna say from one to a thousand square feet
08:00
one to a thousand square feet and I’m gonna say my charge per
08:02
and I’m gonna say my charge per hour 150 for my salter and
08:05
hour 150 for my salter and before or materials. It’s cost
08:07
before or materials. It’s cost me, let’s say.
08:11
So last thing we’re looking at
08:12
So last thing we’re looking at is what is our cost per ton so,
08:14
is what is our cost per ton so, on average, at least in
08:15
on average, at least in northeast, you’re looking at
08:16
northeast, you’re looking at about a half a ton per acre
08:17
about a half a ton per acre coverage for bulk rock salt um
08:19
coverage for bulk rock salt um so I’m gonna save my cost per
08:21
so I’m gonna save my cost per ton that I buy it for it’s $80
08:23
ton that I buy it for it’s $80 and I’ll put that in there now,
08:24
and I’ll put that in there now, what it’s gonna do is calculate
08:26
what it’s gonna do is calculate my cost for 1000 feet of salt
08:28
my cost for 1000 feet of salt material. so our fully break
08:31
material. so our fully break even here um in this example,
08:34
even here um in this example, is it’s costing us a dollar 67
08:36
is it’s costing us a dollar 67 labor materials per thousand.
08:38
labor materials per thousand. so uh maybe we bumped this up
08:40
so uh maybe we bumped this up to say, okay Our base price is
08:42
to say, okay Our base price is 10000 square feet. It’s. 1680s
08:46
10000 square feet. It’s. 1680s or 1668, and maybe I won’t show
08:48
or 1668, and maybe I won’t show up for less than $100 to salt.
08:53
up for less than $100 to salt. Isn’t too uncommon in the
08:54
Isn’t too uncommon in the northeast, So that’s about 83%
08:56
northeast, So that’s about 83% net profit margin, and then we
08:58
net profit margin, and then we can say every thousand over the
09:02
can say every thousand over the 10000 uh is x amount of dollars
09:05
10000 uh is x amount of dollars more uh price budget of time
09:10
more uh price budget of time and cost So maybe we’re doing
09:13
and cost So maybe we’re doing it 10000 square foot increment.
09:14
it 10000 square foot increment. So that’s a way
09:17
Your markets, but we can break
09:19
Your markets, but we can break down per square foot if you
09:20
down per square foot if you want uh and then we’ve got a
09:23
want uh and then we’ve got a tailgate spreader be the same
09:24
tailgate spreader be the same idea and we’ve got a boxer with
09:27
idea and we’ve got a boxer with an eight cubic yard tri axle
09:28
an eight cubic yard tri axle same idea there uh last thing
09:29
same idea there uh last thing is sidewalk shovels and snow
09:30
is sidewalk shovels and snow blowing how do we break that
09:31
blowing how do we break that out? How do we actually build
09:33
out? How do we actually build this out so sidewalk shoveling
09:35
this out so sidewalk shoveling um I’m gonna say every thousand
09:39
um I’m gonna say every thousand square feet I would recommend
09:41
square feet I would recommend because this is part of the
09:42
because this is part of the other question is I would keep
09:43
other question is I would keep a minimum between a thousand
09:44
a minimum between a thousand and about twelve or 1300 square
09:46
and about twelve or 1300 square feet is your minimum and at
09:47
feet is your minimum and at your increment because if
09:48
your increment because if you’re going out and That with
09:51
you’re going out and That with a bag of calcium chloride
09:54
a bag of calcium chloride sodium chloride um you’re
09:55
sodium chloride um you’re probably not gonna go out and
09:56
probably not gonna go out and just use half a bag. so I would
09:58
just use half a bag. so I would say whatever that covers that
09:59
say whatever that covers that would be your minimum
10:01
would be your minimum incremental shift is what we
10:02
incremental shift is what we found pretty good for our
10:03
found pretty good for our company. so I’m gonna do it
10:06
company. so I’m gonna do it every thousand uh shoveling.
10:07
every thousand uh shoveling. we’re gonna be around 2100
10:09
we’re gonna be around 2100 square feet production and we
10:11
square feet production and we are gonna be charging. It’s
10:13
are gonna be charging. It’s costing me $30.38 in this
10:16
costing me $30.38 in this example. So maybe I wanna make
10:17
example. So maybe I wanna make uh ninety-five bucks per.
10:22
And the cost of my crew is
10:25
And the cost of my crew is maybe forty-five um it’s
10:28
maybe forty-five um it’s usually a little bit lower
10:29
usually a little bit lower overhead uh cuz it’s just
10:30
overhead uh cuz it’s just labor. So maybe we’re charging
10:33
labor. So maybe we’re charging forty-five bucks per thousand
10:34
forty-five bucks per thousand That would be the way we set
10:36
That would be the way we set this up now. same idea we can
10:37
this up now. same idea we can go in and build build out snow
10:41
go in and build build out snow uh sidewalk room uh sidewalk
10:44
uh sidewalk room uh sidewalk walk behind broom and we’ve got
10:45
walk behind broom and we’ve got a sidewalk quad with plow blade
10:49
a sidewalk quad with plow blade and ice melt with fifty pounds
10:50
and ice melt with fifty pounds spreader. So let’s go to the
10:51
spreader. So let’s go to the final example here for ice melt
10:52
final example here for ice melt and we also have one with 100
10:53
and we also have one with 100 pound spreader uh but this is
10:54
pound spreader uh but this is how we. In my company, as well
10:57
how we. In my company, as well as the other companies were
10:58
as the other companies were helping with so let’s go in and
10:59
helping with so let’s go in and do a thousand square feet and
11:05
do a thousand square feet and we’ve got our ice melts. So, in
11:07
we’ve got our ice melts. So, in this example, we have not built
11:09
this example, we have not built that out yet, but I can pull
11:11
that out yet, but I can pull that equation in here shortly
11:13
that equation in here shortly so if we’ve got it over here so
11:15
so if we’ve got it over here so I’m gonna go back into.
11:21
My cost per acres I would
11:22
My cost per acres I would basically take this down in the
11:24
basically take this down in the live Facebook. It’s not gonna
11:25
live Facebook. It’s not gonna convert me recalculate the
11:26
convert me recalculate the formulas, but the idea is I
11:28
formulas, but the idea is I would have a price per thousand
11:31
would have a price per thousand square feet or price per square
11:33
square feet or price per square foot for the uh fifty pounds
11:35
foot for the uh fifty pounds spreader, but we work out just
11:36
spreader, but we work out just like the box um so with the
11:38
like the box um so with the sheet is not completely
11:40
sheet is not completely finished here and we updated
11:41
finished here and we updated the new version, but I would
11:42
the new version, but I would add that in the idea is you
11:43
add that in the idea is you plug that in and you’ve got the
11:45
plug that in and you’ve got the same thing labor materials
11:45
same thing labor materials based on a thousand to 1200
11:46
based on a thousand to 1200 square foot uh sidewalks. so
11:48
square foot uh sidewalks. so the other question that came
11:49
the other question that came in. Like well, how wide is the
11:51
in. Like well, how wide is the sidewalk well based on the
11:54
sidewalk well based on the LinkedIn with of the sidewalk,
11:55
LinkedIn with of the sidewalk, you’ll see in our example, uh
11:57
you’ll see in our example, uh we’ll be able to be um.
11:59
we’ll be able to be um. accurate but no matter how wide
12:02
accurate but no matter how wide the sidewalk is we’re based on
12:04
the sidewalk is we’re based on square footage. so once you
12:06
square footage. so once you have this built out the next
12:06
have this built out the next thing you probably wanna do is
12:07
thing you probably wanna do is go into a product uh like we
12:10
go into a product uh like we use a service auto pilot. I’ll
12:10
use a service auto pilot. I’ll show you how to take this and
12:11
show you how to take this and build this out into a template
12:13
build this out into a template um and kinda hide the equipment
12:16
um and kinda hide the equipment detail from the client. Um if
12:18
detail from the client. Um if you’re looking at this uh
12:19
you’re looking at this uh before I forget to if you’re
12:21
before I forget to if you’re part of service Autopilot if
12:22
part of service Autopilot if you go up top and go to the
12:23
you go up top and go to the market. First thing here is the
12:25
market. First thing here is the uh simple growth, snow removal
12:27
uh simple growth, snow removal contracts um if you’re
12:29
contracts um if you’re interested in the contractual
12:30
interested in the contractual language and everything we’ve
12:31
language and everything we’ve built out in my business, we’re
12:32
built out in my business, we’re actually sharing that on the
12:33
actually sharing that on the marketplace. um so you’re gonna
12:35
marketplace. um so you’re gonna hit view and check out the
12:36
hit view and check out the details of that um but I’m just
12:38
details of that um but I’m just gonna show you how to do this
12:39
gonna show you how to do this in today’s video. so uh first
12:41
in today’s video. so uh first thing we wanna do is we go into
12:43
thing we wanna do is we go into the gear icon here and create a
12:46
the gear icon here and create a custom feel so custom field is
12:49
custom feel so custom field is gonna be that trips or the
12:51
gonna be that trips or the sidewalks square footage and
12:52
sidewalks square footage and parking lot square footage so
12:53
parking lot square footage so to make it easier. I’m gonna
12:56
to make it easier. I’m gonna add a custom field in here. I’m
12:57
add a custom field in here. I’m just gonna put three zeros in
12:59
just gonna put three zeros in front of everything so we can
13:01
front of everything so we can pull them off quickly cuz we
13:03
pull them off quickly cuz we have a lot of custom fields
13:04
have a lot of custom fields parking lot square footage. I’m
13:08
parking lot square footage. I’m an associate to the customer
13:08
an associate to the customer and I’m gonna actually make
13:09
and I’m gonna actually make this a numbers so we can do
13:11
this a numbers so we can do some math on it. I’m gonna save
13:12
some math on it. I’m gonna save a new and I’m also gonna go in
13:14
a new and I’m also gonna go in and put sidewalks square
13:16
and put sidewalks square footage. That the area that
13:20
footage. That the area that we’re gonna plow or snow blower
13:22
we’re gonna plow or snow blower or shovel and and put some
13:24
or shovel and and put some sidewalks on there. That’s the
13:28
sidewalks on there. That’s the first thing we always wanna
13:29
first thing we always wanna take that from our blueprint um
13:32
take that from our blueprint um for simple blueprint and then
13:35
for simple blueprint and then put it in the system. So once
13:36
put it in the system. So once you get this in the system once
13:38
you get this in the system once again, it’s gonna be a number
13:39
again, it’s gonna be a number and it’s gonna be uh save it in
13:41
and it’s gonna be uh save it in here now if you’re using work
13:43
here now if you’re using work orders you want that uh that
13:45
orders you want that uh that square footage to show up in
13:46
square footage to show up in the worker on the mobile.
13:47
the worker on the mobile. That’s how you put it in there.
13:48
That’s how you put it in there. So once we’ve gone in there,
13:51
So once we’ve gone in there, we’ve kinda got into the simple
13:52
we’ve kinda got into the simple growth blueprint here and I’m
13:53
growth blueprint here and I’m gonna kinda go from top to
13:54
gonna kinda go from top to bottom. I won’t do the whole
13:55
bottom. I won’t do the whole thing but give you some
13:57
thing but give you some examples. so we’re gonna go
13:57
examples. so we’re gonna go into that. VV Blade uh
13:59
into that. VV Blade uh production here. And what I’ve
14:01
production here. And what I’ve done is my custom field um
14:05
done is my custom field um right here, The one I’ve put in
14:07
right here, The one I’ve put in is the parking lot square
14:09
is the parking lot square footage now what we could do if
14:11
footage now what we could do if you really wanna dial it in is
14:14
you really wanna dial it in is go back to custom fields and
14:16
go back to custom fields and make an additional custom field
14:17
make an additional custom field for each piece of equipment.
14:19
for each piece of equipment. So.
14:24
So we’ve got the V Blade Blade
14:28
So we’ve got the V Blade Blade Square footage, so we have a
14:29
Square footage, so we have a parking lot. We’re getting with
14:30
parking lot. We’re getting with the V blade versus a loader
14:31
the V blade versus a loader versus skid. We can break that
14:32
versus skid. We can break that out. That’s gonna give us a
14:33
out. That’s gonna give us a granular. This is kind of the
14:35
granular. This is kind of the next level of it um if you’re
14:37
next level of it um if you’re using all the same piece of
14:37
using all the same piece of equipment, you just have
14:39
equipment, you just have parking lot square footage and
14:40
parking lot square footage and sidewalks sidewalks square
14:41
sidewalks sidewalks square footage so I wanna kinda break
14:43
footage so I wanna kinda break that down for you. um so you
14:46
that down for you. um so you have an idea of what that looks
14:49
have an idea of what that looks like.
14:55
So I’m gonna put a couple of
14:57
So I’m gonna put a couple of these in here so you can see
14:58
these in here so you can see and
15:01
I put the uh. It’s and I’ll
15:04
I put the uh. It’s and I’ll also put the loader in here so
15:05
also put the loader in here so you can actually see how this
15:07
you can actually see how this plays out with several
15:08
plays out with several different pieces of equipment.
15:11
different pieces of equipment. Actually, I put the back on the
15:13
Actually, I put the back on the twelve foot push but the same
15:14
twelve foot push but the same exact process
15:17
with the loader as well.
15:22
And that’s gonna be a numbers
15:24
And that’s gonna be a numbers now next thing we need to do is
15:26
now next thing we need to do is go in and do the uh shoveling
15:29
go in and do the uh shoveling square footage or quad. uh I’m
15:30
square footage or quad. uh I’m gonna leave it just generic
15:32
gonna leave it just generic right now with sidewalk, but if
15:32
right now with sidewalk, but if you have different pieces of
15:34
you have different pieces of equipment that you do sidewalk
15:36
equipment that you do sidewalk removal if you wanna build
15:36
removal if you wanna build those custom fields out and
15:37
those custom fields out and I’ll show you why in a minute.
15:38
I’ll show you why in a minute. so once I built a custom field,
15:40
so once I built a custom field, I need to go and actually
15:41
I need to go and actually create the services so we’re
15:44
create the services so we’re gonna go in and hit service and
15:46
gonna go in and hit service and start building this out um now
15:49
start building this out um now this full transparency you can
15:51
this full transparency you can be built out from several
15:52
be built out from several different ways. Uh I’m gonna do
15:53
different ways. Uh I’m gonna do this as a port. Um but this can
15:56
this as a port. Um but this can be done uh in this methodology
15:58
be done uh in this methodology for per trip per trip per inch
16:00
for per trip per trip per inch or unlimited contract or a
16:03
or unlimited contract or a contract with a retainer and
16:05
contract with a retainer and overs so uh different ways to
16:07
overs so uh different ways to tackle but the foundational set
16:08
tackle but the foundational set up of the service and the
16:09
up of the service and the production rates are gonna be
16:10
production rates are gonna be pretty much identical. So first
16:12
pretty much identical. So first thing I’m gonna do here is just
16:13
thing I’m gonna do here is just go back in my industry average
16:16
go back in my industry average cheat my pricing matrix
16:17
cheat my pricing matrix blueprint and I’m gonna do plow
16:22
blueprint and I’m gonna do plow Truck B Blade and I’m gonna.
16:24
Truck B Blade and I’m gonna. Service name I’m gonna put a
16:26
Service name I’m gonna put a code in I am going to put a per
16:30
code in I am going to put a per unit and invoice description
16:33
unit and invoice description and account actually you know
16:34
and account actually you know what I am gonna uh make this a
16:37
what I am gonna uh make this a make a appearance first to show
16:38
make a appearance first to show you where we plug in the
16:39
you where we plug in the child’s services cuz it’s
16:40
child’s services cuz it’s actually make a little more
16:42
actually make a little more sense uh in a per push instant.
16:44
sense uh in a per push instant. so uh I’m gonna start with a
16:46
so uh I’m gonna start with a zero zero. just so I can find
16:47
zero zero. just so I can find it. I’m gonna put um
16:50
it. I’m gonna put um commercial.
16:54
Snow removal
16:57
And I’m gonna copy and paste
16:59
And I’m gonna copy and paste that into the areas that we
17:00
that into the areas that we need. obviously you want an
17:01
need. obviously you want an invoice description and some
17:03
invoice description and some other things um just like you
17:04
other things um just like you can pull off uh the template
17:06
can pull off uh the template here and service autopilot of
17:07
here and service autopilot of the marketplace with simple
17:08
the marketplace with simple growth uh but for time sake,
17:09
growth uh but for time sake, I’m just gonna set this up
17:11
I’m just gonna set this up here. so it’s kind of uh. Set
17:13
here. so it’s kind of uh. Set it and forget it for speed. so
17:16
it and forget it for speed. so I’m gonna go in and save a new
17:18
I’m gonna go in and save a new and then uh I am going to start
17:22
and then uh I am going to start plugging in the different types
17:24
plugging in the different types of equipment that we have uh
17:27
of equipment that we have uh for this process.
17:32
So here we go save a new and it
17:37
So here we go save a new and it looks like it up there. We go
17:39
looks like it up there. We go so just loaded uh internet.
17:40
so just loaded uh internet. It’s been really crazy around
17:42
It’s been really crazy around here with kids on zoom and
17:43
here with kids on zoom and everything else so bare with me
17:44
everything else so bare with me here, but the idea is that
17:46
here, but the idea is that we’ve created that parent
17:47
we’ve created that parent service now we’re gonna go and
17:48
service now we’re gonna go and create a child service uh for
17:51
create a child service uh for AB blade and that is gonna be
17:54
AB blade and that is gonna be our oh there’s a snow plow and
17:57
our oh there’s a snow plow and I’m gonna continue that Mimi
17:59
I’m gonna continue that Mimi Convention so it’s easier to
18:00
Convention so it’s easier to find. And we’re gonna use this
18:03
find. And we’re gonna use this and estimates only and on our
18:05
and estimates only and on our rate matrix here quantity
18:07
rate matrix here quantity returns visit. I’m gonna go in
18:08
returns visit. I’m gonna go in now and grab my v Blade Square
18:14
now and grab my v Blade Square footage and I’m gonna go right
18:17
footage and I’m gonna go right from the industry average sheet
18:18
from the industry average sheet that we have here from simple
18:20
that we have here from simple growth and copy that right in
18:22
growth and copy that right in there so one to 10075 Bucks.
18:27
And like I said these are
18:29
And like I said these are fictitious prices that don’t
18:30
fictitious prices that don’t take this as anything you
18:31
take this as anything you should be following uh but I
18:32
should be following uh but I wanna give you the methodology,
18:34
wanna give you the methodology, .28 hours and 1915 is our cost.
18:45
And then we’re gonna go over
18:46
And then we’re gonna go over thousand with the 10000 once
18:47
thousand with the 10000 once again, these top five lines
18:49
again, these top five lines transferred automatically this
18:50
transferred automatically this bottom five lens transferring
18:52
bottom five lens transferring automatically as well. Um so
18:53
automatically as well. Um so that’s why we call it our
18:54
that’s why we call it our blueprint. We’re following the
18:55
blueprint. We’re following the blueprints.
19:01
Every thousand over 10000 is
19:05
Every thousand over 10000 is 320 4.03 hours.
19:13
And a cost of a dollar 90.2, so
19:15
And a cost of a dollar 90.2, so obviously you wanna make sure
19:16
obviously you wanna make sure your cost is less than your
19:17
your cost is less than your price. That’s a good way of
19:18
price. That’s a good way of checking this to make sure
19:19
checking this to make sure you’re doing your math
19:21
you’re doing your math correctly when you build this
19:22
correctly when you build this out yourself and we’re gonna
19:24
out yourself and we’re gonna save the news. I’m gonna build
19:25
save the news. I’m gonna build this out um in a way where we
19:27
this out um in a way where we have the truck, the skid steer
19:30
have the truck, the skid steer and the backhoe um and then I
19:32
and the backhoe um and then I also put one together for the
19:33
also put one together for the sidewalks quickly and then I’m
19:35
sidewalks quickly and then I’m gonna show you how to pull
19:36
gonna show you how to pull those services into a template
19:37
those services into a template and create a process for
19:40
and create a process for estimating. So a little bit
19:44
estimating. So a little bit longer video here, but I think
19:46
longer video here, but I think it’s worthwhile um for
19:48
it’s worthwhile um for everybody to see how this
19:49
everybody to see how this actually goes together. uh cuz
19:51
actually goes together. uh cuz this is the time of the year
19:51
this is the time of the year that you want to be doing this
19:53
that you want to be doing this any comments or questions feel
19:54
any comments or questions feel free to drop them in as well.
19:56
free to drop them in as well. so we’re gonna go in and create
19:57
so we’re gonna go in and create um our skid steer. I’m still
19:59
um our skid steer. I’m still gonna put that Mimi Convention
20:00
gonna put that Mimi Convention so I can find in the beginning.
20:02
so I can find in the beginning. I’m gonna use that for it’s
20:03
I’m gonna use that for it’s only and I’m using commercial
20:04
only and I’m using commercial snow removal once again, I’m
20:06
snow removal once again, I’m going in calculation and I’m
20:09
going in calculation and I’m going into my eight-foot pusher
20:12
going into my eight-foot pusher Bob or skid steer. I’m gonna
20:14
Bob or skid steer. I’m gonna say one two I’m going. Simple
20:17
say one two I’m going. Simple growth blueprint here one to
20:22
$10200 three point. 3.23 and
20:25
$10200 three point. 3.23 and our and I’m just pulling these
20:27
our and I’m just pulling these numbers right here. .23 in 1991
20:30
numbers right here. .23 in 1991 is our cost break even.
20:37
And 100.23.
20:47
Three and then we’re gonna go
20:49
Three and then we’re gonna go in and take the bottom part of
20:52
in and take the bottom part of the simple blueprint. Here is
20:54
the simple blueprint. Here is every thousand over $10003.16.
21:04
And budget, our .02 and a
21:08
And budget, our .02 and a dollar 99.02 man hours in a
21:12
dollar 99.02 man hours in a dollar and ninety-nine is what
21:12
dollar and ninety-nine is what it’s costing us. We’re charging
21:15
it’s costing us. We’re charging 316 to once again, you’re just
21:16
316 to once again, you’re just pulling these numbers directly
21:18
pulling these numbers directly off the simple growth
21:20
off the simple growth blueprint. This allows you to
21:21
blueprint. This allows you to blueprint and then implement
21:22
blueprint and then implement now the last thing I’m gonna do
21:24
now the last thing I’m gonna do is examples a twelve-foot
21:25
is examples a twelve-foot backhoe with a twelve or
21:26
backhoe with a twelve or backhoe with a twelve foot push
21:28
backhoe with a twelve foot push up. It’s a it’s a mouthful here
21:28
up. It’s a it’s a mouthful here on a Tuesday um but same exact
21:31
on a Tuesday um but same exact thing here we’re gonna go in.
21:32
thing here we’re gonna go in. I’m gonna do the same naming
21:33
I’m gonna do the same naming convention so I can find it.
21:34
convention so I can find it. Obviously you wouldn’t have
21:35
Obviously you wouldn’t have three zeros in front of it in
21:36
three zeros in front of it in your example, using estimates
21:38
your example, using estimates and I’ve got that in our rate
21:39
and I’ve got that in our rate matrix. We’re grabbing that
21:41
matrix. We’re grabbing that Formula I’m grabbing the
21:43
Formula I’m grabbing the backhoe twelve-foot pusher and
21:45
backhoe twelve-foot pusher and I’m going in back into the
21:47
I’m going in back into the civil blueprint again and
21:48
civil blueprint again and grabbing my 10000 square feet
21:50
grabbing my 10000 square feet for about 45.
21:58
And we have .2 man hours for
22:02
And we have .2 man hours for $20 breakeven and I’m gonna go
22:05
$20 breakeven and I’m gonna go back to my blueprints and take
22:07
back to my blueprints and take every thousand or 10000 is
22:09
every thousand or 10000 is three bucks.
22:14
Three $3 and we need a budget
22:17
Three $3 and we need a budget of time and cost break-even .02
22:18
of time and cost break-even .02 hours and
22:22
$2 break even. And .02.
22:36
Alright and the last one was
22:39
Alright and the last one was two bucks, so I’m making a
22:41
two bucks, so I’m making a dollar profit every time we
22:43
dollar profit every time we plow a thousand square feet. so
22:44
plow a thousand square feet. so now we’re gonna go out and hit
22:47
now we’re gonna go out and hit save. I’m gonna go back to the
22:50
save. I’m gonna go back to the industry average here and grab
22:51
industry average here and grab a second set of services for
22:56
a second set of services for sidewalk shoveling That was
22:58
sidewalk shoveling That was part of the question here at uh
23:00
part of the question here at uh Callahan’s corner. So I’m gonna
23:01
Callahan’s corner. So I’m gonna mark that Forty-five Bucks per
23:04
mark that Forty-five Bucks per thousand. And based on the
23:07
thousand. And based on the budget and our perfect
23:09
budget and our perfect actually, I make this fifty.
23:11
actually, I make this fifty. It’s a little more sense now uh
23:14
It’s a little more sense now uh what we’re gonna do is go out
23:16
what we’re gonna do is go out the same exact thing and just
23:18
the same exact thing and just do sidewalk shoveling like I
23:18
do sidewalk shoveling like I said. You can break this down
23:19
said. You can break this down for shovel back or um snow
23:23
for shovel back or um snow blower other pieces of
23:24
blower other pieces of equipment and we’re gonna go
23:26
equipment and we’re gonna go into uh services once again and
23:27
into uh services once again and we’re gonna choose the generic
23:29
we’re gonna choose the generic square footage for this one
23:31
square footage for this one just for time it’s out of
23:34
just for time it’s out of service a little. Click here
23:37
service a little. Click here once again any questions or
23:37
once again any questions or comments feel free to drop them
23:38
comments feel free to drop them in the live or recorded version
23:41
in the live or recorded version um and we will answer them for
23:43
um and we will answer them for you.
23:46
Once again, this is not gonna
23:48
Once again, this is not gonna be a parent a child services.
23:50
be a parent a child services. It’s just gonna be um or
23:54
It’s just gonna be um or basically uh clearing by itself
23:56
basically uh clearing by itself just for time, stay here, but
23:58
just for time, stay here, but obviously you can break down
23:59
obviously you can break down each piece of equipment like we
24:00
each piece of equipment like we did for the plowing and we’re
24:03
did for the plowing and we’re gonna grab that.
24:07
Sidewalks square footage and
24:08
Sidewalks square footage and maybe you don’t have snow
24:08
maybe you don’t have snow blowers you shovel that would
24:10
blowers you shovel that would be okay in the sense. We’re
24:11
be okay in the sense. We’re gonna go back to the blueprint,
24:13
gonna go back to the blueprint, then one to 1050.
24:18
And that is taking .48 hours
24:22
And that is taking .48 hours costing us 2143. That was a
24:27
costing us 2143. That was a question for the snowplow group
24:29
question for the snowplow group out of Michigan. uh how this is
24:31
out of Michigan. uh how this is broken out. This is it so you
24:32
broken out. This is it so you really don’t want to base it on
24:33
really don’t want to base it on other people in your industry
24:35
other people in your industry or people nationwide. What’s
24:36
or people nationwide. What’s your goal per man hour? if it’s
24:38
your goal per man hour? if it’s 90.5 Bucks and it’s costing you
24:39
90.5 Bucks and it’s costing you 45. This is what you really
24:40
45. This is what you really need to charge based on a
24:41
need to charge based on a production rate so every
24:43
production rate so every thousand over a thousand 4524.
24:45
thousand over a thousand 4524. so it’s a little bit cheaper in
24:47
so it’s a little bit cheaper in this fictitious example, um
24:49
this fictitious example, um after we get out past the base
24:51
after we get out past the base price of fifty to show up.
24:57
4524
25:00
This is my second monitor here
25:02
This is my second monitor here on this one for sure I highly
25:04
on this one for sure I highly recommend two monitors. We
25:05
recommend two monitors. We build this out yourself and not
25:06
build this out yourself and not live on Facebook .48 hours and
25:09
live on Facebook .48 hours and 2143.
25:13
Alright and we’re gonna save
25:14
Alright and we’re gonna save it. uh it’s obviously at this
25:16
it. uh it’s obviously at this point we can go out and do the
25:17
point we can go out and do the sidewalk melt the same exact
25:18
sidewalk melt the same exact way for time sake. I’m not
25:20
way for time sake. I’m not going to do that, but obviously
25:21
going to do that, but obviously that’s the way you do it um the
25:23
that’s the way you do it um the only other one that we are
25:24
only other one that we are missing right now is.
25:31
The salting, so let’s do a vevo
25:32
The salting, so let’s do a vevo salt up to five cubic yards.
25:43
It’s gonna be parking lot.
25:48
It’s a work the same for
25:49
It’s a work the same for sanding if you’re in different
25:50
sanding if you’re in different parts of the country that do
25:51
parts of the country that do that.
25:59
And great mats once again, so
26:01
And great mats once again, so uh it doesn’t matter what piece
26:03
uh it doesn’t matter what piece of equipment I’m using. If all
26:03
of equipment I’m using. If all I have is up to five cubic
26:05
I have is up to five cubic yards spreader that production
26:06
yards spreader that production rates are the same. so I’m just
26:07
rates are the same. so I’m just gonna go in and grab the
26:09
gonna go in and grab the parking lot square footage.
26:15
And we’re going back to the
26:17
And we’re going back to the blueprint kinda repetitive.
26:18
blueprint kinda repetitive. This is how we do it. It’s one
26:19
This is how we do it. It’s one to 10200 Bucks. Obviously,
26:23
to 10200 Bucks. Obviously, these prices are not realistic,
26:24
these prices are not realistic, but it’s going to give you uh
26:30
but it’s going to give you uh an idea of what process is to
26:32
an idea of what process is to build this out. Oh, .83 and
26:37
build this out. Oh, .83 and 1668 labor materials.
26:42
And I’m just gonna do every
26:44
And I’m just gonna do every 10000 over 10000. We’re doing
26:45
10000 over 10000. We’re doing 10000 square foot increments.
26:49
10000 square foot increments. It’s 100 more .083 and 16.83
26:53
It’s 100 more .083 and 16.83 and we are gonna save that now
26:55
and we are gonna save that now we’ve got our system set up.
26:56
we’ve got our system set up. We’ve got our based estimating
26:58
We’ve got our based estimating in there now, where do we go so
26:59
in there now, where do we go so the next step is we’re gonna go
27:00
the next step is we’re gonna go back to the gear icon.
27:10
And Little message for the wife
27:14
And Little message for the wife upstairs working from home, so
27:15
upstairs working from home, so it’s a good news there uh what
27:18
it’s a good news there uh what we’re gonna do here is go into
27:21
we’re gonna do here is go into templates Docks job templates
27:25
templates Docks job templates and like I said any comments
27:26
and like I said any comments questions drop below the freak
27:28
questions drop below the freak got theory based estimating
27:30
got theory based estimating system um in any software, but
27:33
system um in any software, but particularly this is how we
27:34
particularly this is how we break it out now in service
27:36
break it out now in service Autopilot, so we’re gonna add a
27:38
Autopilot, so we’re gonna add a template. All part of the
27:40
template. All part of the template is it’s gonna preload
27:41
template is it’s gonna preload all your services set up how
27:43
all your services set up how you want them to look and we’re
27:44
you want them to look and we’re gonna connect those documents
27:45
gonna connect those documents so as we go in if you end up
27:47
so as we go in if you end up going in the service, Autopilot
27:49
going in the service, Autopilot the first page of the
27:50
the first page of the marketplace, Download the
27:51
marketplace, Download the simple growth snow room as
27:53
simple growth snow room as contracts uh documents. these
27:54
contracts uh documents. these are the documents you’ll
27:56
are the documents you’ll actually see so what I’m gonna
27:57
actually see so what I’m gonna do is just name this at zero
28:00
do is just name this at zero zero commercial.
28:05
Snow Facebook Alright, We’re
28:08
Snow Facebook Alright, We’re gonna do this on both jobs and
28:10
gonna do this on both jobs and estimates We’re gonna select
28:12
estimates We’re gonna select the documents. so that’s where
28:12
the documents. so that’s where if you pull that off the
28:14
if you pull that off the marketplace, you’re estimate
28:16
marketplace, you’re estimate email that sends out the
28:17
email that sends out the estimate uh comes in loaded
28:18
estimate uh comes in loaded with content the actual
28:20
with content the actual document and the uh the email
28:23
document and the uh the email that confirms uh to the client
28:26
that confirms uh to the client that they’ve accepted the
28:28
that they’ve accepted the automated outside of
28:29
automated outside of automations. Obviously, so I’m
28:31
automations. Obviously, so I’m gonna go in and grab that
28:33
gonna go in and grab that documentary. Let me take a
28:34
documentary. Let me take a minute to load and we have.
28:37
minute to load and we have. Quite a few of these in here.
28:42
And let’s see what we got.
28:56
Well, I’m gonna use the
28:58
Well, I’m gonna use the residential snow removal here
28:59
residential snow removal here just cuz that’s quite a few and
29:00
just cuz that’s quite a few and that’s the one that I’ve got in
29:02
that’s the one that I’ve got in here, but that’s gonna connect
29:03
here, but that’s gonna connect the dots and I’ll show you what
29:04
the dots and I’ll show you what that looks like here. Um we
29:05
that looks like here. Um we also have a commercial one as
29:07
also have a commercial one as well as you can see um in here
29:08
well as you can see um in here as well. So the next thing here
29:10
as well. So the next thing here is I wanna go in and start
29:11
is I wanna go in and start adding these services so I’m
29:12
adding these services so I’m just gonna go back to my
29:14
just gonna go back to my blueprint pull up the services
29:15
blueprint pull up the services in order as they come in um for
29:18
in order as they come in um for that V Blade the skid and the
29:20
that V Blade the skid and the back and then we’ll get into
29:21
back and then we’ll get into the sidewalk. so we’re gonna go
29:23
the sidewalk. so we’re gonna go in here and I’ve made this a
29:24
in here and I’ve made this a little bit easier uh for
29:26
little bit easier uh for Facebook here made this all
29:27
Facebook here made this all zero. so I’m gonna go in and
29:29
zero. so I’m gonna go in and grab my. Snow removal and then
29:33
grab my. Snow removal and then underneath that I’m gonna go in
29:35
underneath that I’m gonna go in and add my services um that are
29:39
and add my services um that are associated with that for my uh
29:42
associated with that for my uh process. I’m gonna go in with
29:45
process. I’m gonna go in with the V blade right here and I’m
29:47
the V blade right here and I’m gonna include the default sub
29:50
gonna include the default sub services I should load um all
29:53
services I should load um all those sub services in there and
29:54
those sub services in there and that’s gonna work for us as uh
29:56
that’s gonna work for us as uh our template for based on
29:58
our template for based on different production rates. So
30:00
different production rates. So this may take a second just to
30:01
this may take a second just to load in, but once it loads in,
30:02
load in, but once it loads in, we’ll have all our sub
30:03
we’ll have all our sub services. That process, so
30:08
services. That process, so let’s see if. Like I said the
30:11
let’s see if. Like I said the internet is a little junky
30:13
internet is a little junky right now with all the kids in
30:16
right now with all the kids in school. so let’s see if we can
30:19
school. so let’s see if we can grab that again.
30:24
Go and apply.
30:29
Uh let me refresh this for some
30:31
Uh let me refresh this for some reason. it is not like that,
30:32
reason. it is not like that, but it should be pulling that
30:35
but it should be pulling that in. I’m gonna refresh right out
30:39
in. I’m gonna refresh right out of this, so let’s give it a
30:41
of this, so let’s give it a second uh but when we get the
30:43
second uh but when we get the template loaded, we grab the
30:45
template loaded, we grab the the parent service, then we
30:46
the parent service, then we grab the child’s service that’s
30:47
grab the child’s service that’s gonna load so that’s gonna be
30:49
gonna load so that’s gonna be our interior um invisible
30:51
our interior um invisible estimating process there and
30:55
estimating process there and when you do that will let you.
30:59
when you do that will let you. Um hide the additional
31:02
Um hide the additional services.
31:11
Here we go so uh what it does
31:15
Here we go so uh what it does that sometimes in the first
31:15
that sometimes in the first time it will duplicate those
31:16
time it will duplicate those and and that is normal. So we
31:18
and and that is normal. So we wanted to delete that out. So
31:19
wanted to delete that out. So I’ve got my V blade. I’ve got
31:23
I’ve got my V blade. I’ve got my eight foot box plow on the
31:25
my eight foot box plow on the skid.
31:34
You wanna make sure that you
31:36
You wanna make sure that you remember to dissect this extra
31:38
remember to dissect this extra check box. Um I’ll show you
31:39
check box. Um I’ll show you this in a second right here is
31:40
this in a second right here is that will pull all the other
31:42
that will pull all the other services connected to it. Now I
31:44
services connected to it. Now I need to get my loader.
31:57
And
32:01
And that is it we’ve got quite
32:04
And that is it we’ve got quite a few in here so that should do
32:06
a few in here so that should do it. So now I’ve got my V plow
32:08
it. So now I’ve got my V plow my pusher. And that did not
32:12
my pusher. And that did not connect so let’s get that in
32:15
connect so let’s get that in there. And it may not have a
32:21
there. And it may not have a back on my bad here we go.
32:27
This loader some other videos,
32:28
This loader some other videos, so let’s leave that so now
32:30
so let’s leave that so now we’ve got our V plow or eight
32:30
we’ve got our V plow or eight foot pusher, and that’s now the
32:32
foot pusher, and that’s now the next thing you wanna go in and
32:33
next thing you wanna go in and add in a salty. so parking lot
32:39
add in a salty. so parking lot salting. And
32:44
salting. And we would
32:45
we would add in a sidewalk
32:48
we would add in a sidewalk shoveling and now what we have
32:50
shoveling and now what we have is commercial plowing with
32:52
is commercial plowing with three different types of
32:52
three different types of equipment with different
32:54
equipment with different production rates. parking lot,
32:55
production rates. parking lot, salting and sidewalks shoveling
32:57
salting and sidewalks shoveling um I’m gonna call this a zero
33:00
um I’m gonna call this a zero zero. No commercial.
33:09
Facebook Live I’m an associate
33:13
Facebook Live I’m an associate with the estimates or jobs. I’m
33:15
with the estimates or jobs. I’m actually have both. that’s
33:16
actually have both. that’s gonna be the ability to select
33:18
gonna be the ability to select my document. let’s see if I can
33:20
my document. let’s see if I can grab the commercial plowing on
33:21
grab the commercial plowing on if not uh we have one here for
33:24
if not uh we have one here for residential plowing and I’ll
33:25
residential plowing and I’ll put that in here just so it’s
33:26
put that in here just so it’s an example of plowing like I
33:29
an example of plowing like I said you guys a marketplace. We
33:30
said you guys a marketplace. We have all of them right here for
33:31
have all of them right here for you wanna tackle those um and
33:33
you wanna tackle those um and we’re gonna save and close
33:35
we’re gonna save and close that. Now our final step is
33:39
that. Now our final step is we’re gonna go in and add a
33:41
we’re gonna go in and add a lead.
33:46
And we’re gonna go in and put
33:49
And we’re gonna go in and put our old tester in here.
34:07
Okay and we’re gonna put in a
34:09
Okay and we’re gonna put in a property address uh to make
34:11
property address uh to make this.
34:14
I’m gonna put a uh commercial
34:16
I’m gonna put a uh commercial property in here where you can
34:17
property in here where you can actually go and measure the
34:18
actually go and measure the sidewalks and the parking lot.
34:20
sidewalks and the parking lot. So you know exactly what that
34:21
So you know exactly what that is and I’m gonna put my. Email
34:26
is and I’m gonna put my. Email in here so we can email it out
34:27
in here so we can email it out and see what the contract looks
34:28
and see what the contract looks like.
34:42
And safe so once we have this
34:45
And safe so once we have this now we can actually go out and
34:46
now we can actually go out and estimate this property so uh
34:47
estimate this property so uh whether you’re on site or just
34:49
whether you’re on site or just from the office uh both work
34:51
from the office uh both work actually pretty well believe it
34:52
actually pretty well believe it or not uh the other thing I did
34:54
or not uh the other thing I did wanna mention while this is
34:55
wanna mention while this is saving is under details you’d
34:56
saving is under details you’d wanna select whether it’s
34:58
wanna select whether it’s commercial residential and
34:59
commercial residential and other sales. Uh we also want to
35:01
other sales. Uh we also want to see what the lead source was so
35:04
see what the lead source was so we’re going into the more right
35:06
we’re going into the more right here into maps, pro or maps
35:09
here into maps, pro or maps maps uh smart maps. We will be
35:13
maps uh smart maps. We will be able to hit that once it loads
35:15
able to hit that once it loads and go out and actually measure
35:17
and go out and actually measure the properties so we’re gonna
35:17
the properties so we’re gonna measure the square footage of
35:19
measure the square footage of the parking lot um and assign
35:20
the parking lot um and assign that to what piece of equipment
35:22
that to what piece of equipment we’re plowing with um in
35:24
we’re plowing with um in addition, we can go out and
35:25
addition, we can go out and measure the sidewalks square
35:26
measure the sidewalks square footage. so let’s take a look
35:28
footage. so let’s take a look at it here once it’s loads and
35:29
at it here once it’s loads and we will be able to uh build
35:31
we will be able to uh build this out here, but it’s
35:32
this out here, but it’s comments and questions drop
35:33
comments and questions drop below here uh the internet.
35:35
below here uh the internet. obviously, it’s just a little
35:36
obviously, it’s just a little bit slow um being in the
35:37
bit slow um being in the basement here and with the kids
35:39
basement here and with the kids um using it for school upstairs
35:41
um using it for school upstairs so working from home today but
35:42
so working from home today but uh if you can bear with me here
35:44
uh if you can bear with me here we. Get this up and running and
35:47
we. Get this up and running and and show you how to kinda bring
35:50
and show you how to kinda bring this home so how how the all
35:51
this home so how how the all play into this template We’ve
35:52
play into this template We’ve built out um so definitely
35:54
built out um so definitely worth the extra 32nd wait here.
35:55
worth the extra 32nd wait here. This is untraditional uh but
35:57
This is untraditional uh but things are crazy right now with
35:59
things are crazy right now with Coven the kids at home.
36:03
So if you’re working from home,
36:05
So if you’re working from home, I I’d highly recommend it think
36:06
I I’d highly recommend it think I’m gonna probably do is
36:13
Internet for the house as well
36:15
Internet for the house as well so property measurements this
36:17
so property measurements this is gonna pull up the satellite
36:19
is gonna pull up the satellite view and we’re now we can go in
36:20
view and we’re now we can go in and measure the property and
36:21
and measure the property and those measurements of the
36:23
those measurements of the property automatically load
36:24
property automatically load into our price matrix and
36:26
into our price matrix and create property specific
36:28
create property specific pricing. so we’ll let let this
36:29
pricing. so we’ll let let this load like said very
36:31
load like said very untraditional, but it is crazy
36:33
untraditional, but it is crazy times and traditionally right
36:35
times and traditionally right around 1230 Eastern is when we
36:36
around 1230 Eastern is when we see these issues so uh Jonathan
36:40
see these issues so uh Jonathan says. Thanks for um redoing our
36:42
says. Thanks for um redoing our so Jonathan. Thanks for doing
36:44
so Jonathan. Thanks for doing our estimating and lawn
36:45
our estimating and lawn services and the principles
36:46
services and the principles here all for us too. So yeah.
36:48
here all for us too. So yeah. absolutely Jonathan no worries.
36:50
absolutely Jonathan no worries. uh this is something we do.
36:51
uh this is something we do. We’ve done this with several
36:53
We’ve done this with several several hundred companies uh
36:55
several hundred companies uh for lawn care home cleaning and
36:56
for lawn care home cleaning and uh snow removal here. so uh I’m
36:58
uh snow removal here. so uh I’m gonna try not to cut this video
37:00
gonna try not to cut this video short because I think this is
37:02
short because I think this is really beneficial. so let me
37:03
really beneficial. so let me see worst-case scenario. Let me
37:05
see worst-case scenario. Let me see if I can log out of service
37:08
see if I can log out of service autopilot and uh potentially
37:09
autopilot and uh potentially log back in just to get this uh
37:12
log back in just to get this uh to. Maybe a little bit quicker,
37:15
to. Maybe a little bit quicker, but that is very uncommon here.
37:19
but that is very uncommon here. let’s see if we can pull this
37:19
let’s see if we can pull this up there we go.
37:28
And let’s see if this loads
37:29
And let’s see if this loads here, but what we’re gonna do
37:30
here, but what we’re gonna do is go in and measure this uh
37:32
is go in and measure this uh property with the square
37:34
property with the square footage here. so hopefully this
37:35
footage here. so hopefully this will work here for us but like
37:37
will work here for us but like I said, things are a little bit
37:38
I said, things are a little bit crazier with Cove in the
37:40
crazier with Cove in the internet speeds so not really
37:42
internet speeds so not really service autopilot. just it is
37:44
service autopilot. just it is what it is lately with the
37:46
what it is lately with the internet.
37:51
You see.
38:02
And I’m gonna try something we
38:04
And I’m gonna try something we don’t traditionally do here on
38:05
don’t traditionally do here on Facebook live, but I may even
38:08
Facebook live, but I may even dive into vthree to see if I
38:09
dive into vthree to see if I can get that to work here um
38:11
can get that to work here um for some reason the internet is
38:14
for some reason the internet is just it’s giving me an
38:15
just it’s giving me an interesting issue here.
38:23
Alright, there’s our test
38:24
Alright, there’s our test account. so if you haven’t seen
38:25
account. so if you haven’t seen vthree, this is a new version
38:27
vthree, this is a new version of service Autopilot um pretty
38:30
of service Autopilot um pretty quick and I like the way it
38:32
quick and I like the way it works here and the idea is
38:35
works here and the idea is you’re gonna go in to this and
38:36
you’re gonna go in to this and now I’ve got two different
38:38
now I’ve got two different screens open here. so that’s
38:39
screens open here. so that’s probably why I didn’t like it,
38:41
probably why I didn’t like it, but it looks like our map.
38:43
but it looks like our map. Maybe loading here. So what
38:45
Maybe loading here. So what we’re gonna do is go to
38:46
we’re gonna do is go to satellite grabs the image. so
38:49
satellite grabs the image. so this is what we’re doing. This
38:50
this is what we’re doing. This is what we’ve been waiting for.
38:52
is what we’ve been waiting for. Um we got a bump that out and
38:54
Um we got a bump that out and show you what we’re looking at
38:55
show you what we’re looking at so the first thing here is I’m
38:56
so the first thing here is I’m gonna go in and do um.
39:01
V Blade. I’m able it up here
39:01
V Blade. I’m able it up here and I’m gonna dial into this
39:04
and I’m gonna dial into this parking lot here and measure
39:05
parking lot here and measure the parking lot of the plowing
39:08
the parking lot of the plowing area.
39:14
I’m gonna be really quick about
39:16
I’m gonna be really quick about it, but just to give you an
39:18
it, but just to give you an idea. Okay so that is the whole
39:21
idea. Okay so that is the whole area there and then what I’m
39:23
area there and then what I’m gonna do is put building. Check
39:28
gonna do is put building. Check it out.
39:40
And what we’ve got here is
39:42
And what we’ve got here is 36000 square feet and I’m gonna
39:44
36000 square feet and I’m gonna highlight um just the building
39:47
highlight um just the building here If we go in, we can
39:48
here If we go in, we can highlight it change the color.
39:49
highlight it change the color. so I’m gonna save that there um
39:52
so I’m gonna save that there um and then I’m gonna go into the
39:54
and then I’m gonna go into the custom field here and try to
39:56
custom field here and try to pull that up and what I do is
39:57
pull that up and what I do is sign it to the V blade so what
39:58
sign it to the V blade so what we would do is assign the
40:00
we would do is assign the square footage to the V Blade
40:02
square footage to the V Blade the pusher or the box plow on
40:05
the pusher or the box plow on the on the backhoe and once we
40:07
the on the backhoe and once we do that that’s going to
40:09
do that that’s going to automatically insert those
40:11
automatically insert those those values. That so right
40:14
those values. That so right here is where we do that so for
40:15
here is where we do that so for time sake Internet’s being a
40:18
time sake Internet’s being a little bit funky here for me,
40:19
little bit funky here for me, Let me see if I can get this to
40:21
Let me see if I can get this to load uh there we go so we’d go
40:24
load uh there we go so we’d go down and go to our triple zero
40:27
down and go to our triple zero uh V Blade.
40:37
Obviously, you wouldn’t have
40:39
Obviously, you wouldn’t have this many custom fields in your
40:41
this many custom fields in your instant, but being a test
40:41
instant, but being a test account. We’ve got quite a few
40:43
account. We’ve got quite a few of them.
40:48
So let’s make this our skid
40:52
So let’s make this our skid steer square footage here and
40:55
steer square footage here and we’ll save that and then let’s
40:57
we’ll save that and then let’s also make it our square footage
40:59
also make it our square footage for a loader uh and our V plow
41:01
for a loader uh and our V plow so we’ll get two or actually
41:04
so we’ll get two or actually three different pricing
41:05
three different pricing breakouts based on the piece of
41:06
breakouts based on the piece of equipment um and that will
41:08
equipment um and that will kinda give you an idea of what
41:09
kinda give you an idea of what that looks like or if you got
41:10
that looks like or if you got certain areas you’re doing in
41:11
certain areas you’re doing in the cloud versus the truck. um
41:13
the cloud versus the truck. um you can break those up and and
41:14
you can break those up and and do those separately as well. So
41:20
do those separately as well. So let’s see here.
41:24
There’s the blade.
41:30
And
41:34
Be glad and we’ve got, I
41:37
Be glad and we’ve got, I believe a backhoe left so I
41:38
believe a backhoe left so I said, traditionally, you’ll be
41:40
said, traditionally, you’ll be breaking this up separately.
41:41
breaking this up separately. I’m just gonna sign that to all
41:42
I’m just gonna sign that to all of them just so you can kinda
41:44
of them just so you can kinda see the price differences and
41:46
see the price differences and how this all works out.
41:50
Parking lot square footage
41:51
Parking lot square footage We’re also gonna wanna save
41:52
We’re also gonna wanna save that because that is for our
41:55
that because that is for our salty um so last thing we wanna
41:57
salty um so last thing we wanna do is uh I’m gonna hold off on
41:59
do is uh I’m gonna hold off on the extra piece of equipment
42:00
the extra piece of equipment for time, but we’d also wanna
42:01
for time, but we’d also wanna do is then go in and add a
42:03
do is then go in and add a measurement here for sidewalks.
42:09
And zoom in.
42:13
Since I know this property, I
42:14
Since I know this property, I can take some liberties, but
42:17
can take some liberties, but this is what we would do.
42:25
And I connected to them, so
42:27
And I connected to them, so them, so you actually wanna it
42:28
them, so you actually wanna it all in one fell swoop.
42:36
Scrub the inside and then you
42:37
Scrub the inside and then you grab the outside of the
42:40
grab the outside of the sidewalk so very similar to the
42:41
sidewalk so very similar to the questions from the Michigan uh
42:42
questions from the Michigan uh snow removal group. This is how
42:44
snow removal group. This is how you’d actually do this cuz this
42:45
you’d actually do this cuz this parking lot or this particular
42:48
parking lot or this particular property has three and four
42:49
property has three and four foot wide sidewalks, depending
42:51
foot wide sidewalks, depending where you’re at so the square
42:52
where you’re at so the square footage is 6500 square feet and
42:56
footage is 6500 square feet and we’d wanna go into our zero
43:00
we’d wanna go into our zero sidewalk. So let’s see if we
43:01
sidewalk. So let’s see if we can find like I said you would
43:03
can find like I said you would never ever have this many um.
43:06
never ever have this many um. Fields.
43:12
Now, the one thing I really
43:14
Now, the one thing I really like about vthree is they have
43:15
like about vthree is they have a search button where you don’t
43:16
a search button where you don’t have to scroll through this um
43:18
have to scroll through this um and that’s where I was gonna go
43:20
and that’s where I was gonna go um I ended up in btwo here.
43:26
So we are almost at the end of
43:27
So we are almost at the end of this list. Hopefully we can get
43:30
this list. Hopefully we can get this.
43:39
So any comments or questions
43:40
So any comments or questions drop below like I said, you’d
43:42
drop below like I said, you’d never have this many custom
43:43
never have this many custom fields, but in this contest you
43:44
fields, but in this contest you got a couple in here um no
43:46
got a couple in here um no doubt about it.
43:53
If I can’t find it, I’ll just
43:55
If I can’t find it, I’ll just manually and show you where it
43:57
manually and show you where it came in.
44:03
So that’s what I’m about to do
44:06
So that’s what I’m about to do so basically, if you can’t find
44:06
so basically, if you can’t find if I can’t find it here just
44:08
if I can’t find it here just cuz I’ve got so many test
44:10
cuz I’ve got so many test accounts in there. that’s
44:11
accounts in there. that’s parking lot square footage. You
44:12
parking lot square footage. You don’t want that when I want
44:14
don’t want that when I want sidewalks square footage.
44:23
I’ll say that basically you
44:24
I’ll say that basically you would save that in there and
44:25
would save that in there and that would go in and save that
44:26
that would go in and save that so the next step once you do
44:28
so the next step once you do that um that’s 6500 square feet
44:31
that um that’s 6500 square feet of sidewalk so go in and hit.
44:32
of sidewalk so go in and hit. add an estimate here. This is
44:33
add an estimate here. This is gonna bring in our preloaded
44:36
gonna bring in our preloaded template as well. Uh so I’m
44:37
template as well. Uh so I’m gonna go and grab our template
44:40
gonna go and grab our template for Facebook live. I selected a
44:43
for Facebook live. I selected a custom fields being in this
44:44
custom fields being in this test account uh live on
44:45
test account uh live on Facebook, no pressures
44:47
Facebook, no pressures obviously, but uh you know
44:49
obviously, but uh you know we’ve got this is something we
44:50
we’ve got this is something we do a lot of so uh once it
44:52
do a lot of so uh once it loads, I’m gonna grab the
44:53
loads, I’m gonna grab the template all the all the square
44:55
template all the all the square footage to load in that we just
44:56
footage to load in that we just saved the price budget time and
44:57
saved the price budget time and cost, and then we can select a
44:59
cost, and then we can select a piece of equipment that’s
45:00
piece of equipment that’s appropriate um and send this
45:02
appropriate um and send this out to the consumer as well.
45:10
Let me refresh this here. real
45:12
Let me refresh this here. real quick like I said the internet
45:14
quick like I said the internet is significantly better
45:15
is significantly better upstairs and the kids are all
45:16
upstairs and the kids are all on it. So this is part of the
45:17
on it. So this is part of the issues of working for home
45:18
issues of working for home trying to do a Facebook live. I
45:22
trying to do a Facebook live. I don’t know what to add an
45:23
don’t know what to add an estimates.
45:29
On a select templates.
45:44
And let’s see if we can get
45:46
And let’s see if we can get this again.
45:52
Alright there we go and an
45:53
Alright there we go and an estimate and we’re gonna select
45:55
estimate and we’re gonna select the template that they should
45:56
the template that they should load and we can actually email
45:57
load and we can actually email this to ourselves to get this
45:59
this to ourselves to get this up and running.
46:13
Alright, I may make a second
46:15
Alright, I may make a second video here if this does not
46:16
video here if this does not load for some reason down in
46:18
load for some reason down in the basement but um usually
46:20
the basement but um usually it’s extremely quick process.
46:41
Alright, one last shot here and
46:43
Alright, one last shot here and uh if not, I will make a
46:46
uh if not, I will make a secondary video to show you
46:46
secondary video to show you what it looks like the final
46:47
what it looks like the final product here. but usually it’s
46:49
product here. but usually it’s really quick. I’m just not sure
46:50
really quick. I’m just not sure if it’s down to the basement or
46:53
if it’s down to the basement or the kids or what that may be.
46:54
the kids or what that may be. That’s um I apologize, but I
46:57
That’s um I apologize, but I did want to answer this
46:57
did want to answer this question because this is the
46:58
question because this is the second time out here and uh we
47:00
second time out here and uh we had some technology problems
47:01
had some technology problems earlier. so let’s see if we can
47:04
earlier. so let’s see if we can get this to uh load up. So it’s
47:09
get this to uh load up. So it’s training ignito windows my last
47:11
training ignito windows my last and final attempt to, but any
47:13
and final attempt to, but any questions how we set that up,
47:14
questions how we set that up, but let’s just break it down
47:16
but let’s just break it down and yeah even incognito window.
47:17
and yeah even incognito window. It’s uh it’s gotta be the
47:19
It’s uh it’s gotta be the internet to yourself. uh I do
47:21
internet to yourself. uh I do apologize about that, but the
47:22
apologize about that, but the idea is once you have
47:23
idea is once you have everything saved up. We go and
47:25
everything saved up. We go and hit add an estimate and that
47:26
hit add an estimate and that will um start to drive that
47:28
will um start to drive that process. It really. it’s a
47:29
process. It really. it’s a quick 32nd drop down and we
47:32
quick 32nd drop down and we rock uh that right in there and
47:33
rock uh that right in there and just go in and hit it. So let’s
47:37
just go in and hit it. So let’s try. One more final time once
47:40
try. One more final time once it loads.
47:45
I’m not gonna bore you with
47:47
I’m not gonna bore you with this anymore. Um I will make
47:48
this anymore. Um I will make another video to show you how
47:49
another video to show you how this pops up but uh if you
47:50
this pops up but uh if you wanna know how this is set up
47:51
wanna know how this is set up uh that’s how you do it inside
47:53
uh that’s how you do it inside uh production based aim for the
47:55
uh production based aim for the industry and how you can
47:56
industry and how you can actually get that into service
47:57
actually get that into service Autopilot questions drop below
47:59
Autopilot questions drop below Callahan’s corner. You ask

No Show Employees? Here’s What To Do!

Video Transcript

00:00
hey mike callahan here it is a little
00:02
past 7 a.m
00:04
in monday morning do you know where your
00:05
employees are well a lot of service
00:07
business owners
00:08
right now are waking up to that grim
00:10
reality um it’s something i can’t shake
00:12
as an entrepreneur i would remember
00:14
on monday morning waking up at 5 30
00:17
uh five in the morning and not being
00:20
able to fall back to sleep
00:21
or sometimes in the middle of the night
00:23
because we were waiting for those text
00:24
messages
00:25
or those phone calls coming in that i’m
00:28
not coming to work today
00:29
my favorite is you wake up at three in
00:31
the morning roll over and your phone is
00:34
bleep
00:34
blinking and you’ve got the text message
00:36
on the monday morning not coming in
00:37
today
00:39
can’t make it party too hard this
00:40
weekend well there’s two or three things
00:43
i’m gonna recommend in your service
00:44
business particularly lawn care and home
00:46
cleaning
00:46
uh but this will work for any service
00:48
business but uh if you’re like a lot of
00:50
service business owners uh myself
00:52
included in the past where you wake up
00:54
monday morning
00:55
and you’ve got a handful of no-call
00:56
no-show employees so whether they text
00:58
messaging you can’t get back to them
00:59
they’ve left you a voicemail or called
01:02
you and they had that curtis and just
01:03
said they’re not coming in or
01:05
my favorite the no call no show employee
01:08
um what do you do as a business owner do
01:09
you get back on the truck and
01:11
try to fill that gap i’m going to
01:13
recommend
01:14
yes you’re probably going to have to do
01:16
that at some point but the biggest
01:17
mistake in my
01:18
i made in my career was jumping back on
01:20
that truck
01:21
immediately so there’s two or three
01:22
things proactively we need to be able to
01:24
do
01:25
and one in the moment so if you haven’t
01:27
gone out and created a processing system
01:29
i’m gonna break it down real quick
01:31
in my service business i had literally
01:34
about half of my team
01:35
literally try to start their own
01:37
business over one weekend
01:39
so it was a no-call no-show they
01:40
literally staged a mutiny and tried to
01:42
take some of my accounts
01:44
and the biggest mistake i made when i
01:45
walked into my shop and i had 12 to 15
01:47
employees
01:48
literally gone is i jumped into the
01:51
trenches
01:51
and tried to fill the gap of 13 guys now
01:54
obviously that doesn’t work that’s like
01:56
oh i don’t know about 23 yards of
01:58
crusher runner stone here
01:59
and using your kids toy shovel to move
02:02
it probably not the best use of your
02:04
time and that’s literally what i did in
02:05
my business i jumped in the trenches
02:07
and somehow magically tried to fill the
02:09
gap of 12 to 13 guys and girls missing
02:11
that’s literally like me grabbing the
02:13
shovel here and trying to move
02:15
23 yards of stone this morning it’s not
02:16
gonna happen what you need is
02:18
a machine or a system um probably need a
02:21
skid steer because you’re not going to
02:23
go too far but that’s literally what
02:24
happened
02:24
i ran myself into the ground until i
02:26
realized let’s pump the brakes
02:28
and let’s get a process in place
02:32
so if you’re if it’s monday morning
02:33
right now and you’re missing a couple
02:34
guys and girls on your team
02:35
what i’m gonna recommend is take a deep
02:37
breath grab a cup of coffee or tea
02:39
whatever your choice is
02:40
and spend 10 to 15 minutes before you
02:43
jump back in those trenches because i
02:44
know
02:45
most of us are going to do that to fill
02:46
the gap go out and place a help wanted
02:49
ad
02:49
on facebook and indeed and
02:53
also create a quick referral program on
02:55
your facebook
02:56
profile for friends and family call it
02:59
250 if the person
03:01
gets a job and sticks around for the
03:02
first probationary period of 90 days
03:04
whatever that looks like but
03:06
before you go out and start moving this
03:07
pile of snow with or pile a stone
03:09
with your kid’s shovel which is not
03:11
going to work and it’s going to destroy
03:12
you physically mentally
03:13
go out and post those ads and now that
03:16
we’ve started that first
03:17
cadence of doing that that help wanted
03:19
ad we need to go out
03:21
and recruit for all the positions in
03:23
your company
03:24
every day throughout the whole entire
03:27
season whether we need them or not
03:29
what that’s going to do is create
03:30
accountability within your team and help
03:32
you stack that virtual bench something
03:33
johnny patosnick of the lawn care
03:34
million and i
03:35
have been talking about um at regional
03:37
events and a lot of these videos
03:39
but that was the key to success when
03:40
jonathan preached the virtual bench to
03:42
me in my business
03:43
once i actually listened and started
03:45
building that virtual bench
03:47
i was no longer stuck here moving stone
03:49
with a kid’s shovel
03:50
i had a processing system to go out and
03:53
take care of it
03:54
so you want to go out and it basically
03:56
interview for every position the company
03:58
including your own because if you get
03:59
hit by a bus
04:00
or you blow out a knee um you may need
04:02
somebody to replace you and if you start
04:04
looking for the person you need
04:06
when you need them it’s too late so we
04:08
need to go out
04:09
and proactively start looking for these
04:11
people so if it’s monday morning you’re
04:12
missing a few guys and girls on your
04:14
team
04:14
before you jump into the trenches and
04:16
start fighting fires post those job ads
04:18
and then don’t
04:19
stop whether it’s a free ad or a paid ad
04:22
put in your budget paid ads are going to
04:24
help and convert a lot better and put a
04:26
processing system to interview
04:27
for each and every position at least
04:29
once a week in your business you may say
04:30
mike i have no time to do that because
04:32
i’m still in a truck
04:33
that’s okay block out 15 to 20 minutes a
04:36
week
04:36
or a day during your lunch period and
04:39
go out and literally have a facebook
04:42
conversation over messenger or zoom
04:45
there’s a lot of free apps to do that
04:47
um and that’s how we do it so
04:51
that is the way to do it and uh scott’s
04:53
talking about doing background checks as
04:54
well yes we need to qualify these people
04:56
so it’s not that we’re just interviewing
04:57
we’re qualifying and then ranking the
04:59
top
04:59
a b and c candidate so you have a
05:00
glorified labor pool or hiring checklist
05:03
so when your no-call notion employee
05:06
doesn’t show up at all or text messages
05:08
you at five or six in the morning and it
05:09
kills you you can’t get back to sleep or
05:11
just throws your day into a tizzy
05:13
what you need to do then is be able to
05:15
go into that virtual
05:17
labor pool you’ve created and start
05:18
working it but i have a feeling at least
05:20
in my business that happened
05:21
is once i started talking to my
05:23
employees about
05:25
how we’re going out recruiting every
05:26
every week for all the positions and
05:28
occasionally mentioning like hey i’m
05:29
booked up with interviews today
05:31
people would start looking around and
05:32
going wait a minute we’re fully staffed
05:34
what’s he doing
05:35
so when that no-call notion employee
05:36
shows up and you’ve got the one guy or
05:38
girl that did show up on that crew so
05:39
you’re running a two-man
05:41
show on each crew and it’s down to a
05:43
single person that’s usually when
05:45
as an entrepreneur business owner we get
05:46
blackmailed um and even if it’s a really
05:48
good employee that’s when you’ve put
05:50
that employee in a point of power
05:52
where they can push you into a situation
05:54
say well you know what if i’m
05:55
working by myself today i need a dollar
05:57
two dollar hour raise moving forward or
05:59
i’m not working today
06:00
and as a business owner you’re probably
06:02
going to just
06:04
get into that because you need that body
06:05
right now but when you constantly
06:07
recruit and build that virtual bench
06:09
it’s no longer the case that person may
06:10
get to friday but i’m going back to my
06:12
virtual labor pool that’s qualified
06:15
and i’m going to hire and replace that
06:16
person so
06:18
if you want to gain the power back in
06:19
your business especially in this tight
06:20
labor pool
06:22
craziness with kovid different checks
06:24
going out for compensation for
06:26
basically extending uh unemployment we
06:29
need to go out and start
06:30
recruiting and interviewing each and
06:32
every week in the business for all the
06:33
positions and
06:34
if you are in the position as most of us
06:36
this morning with no caller no show
06:38
employee
06:39
um we need to go out right now pump the
06:42
brakes
06:42
put the ad out and start your weekly
06:44
cadence now because otherwise
06:46
if you just jump back on that truck
06:47
that’s literally like moving 23 yards of
06:49
stone here
06:50
with your kid’s shovel not going to
06:51
happen it’s going to worry out and kill
06:53
you
06:53
so the time you spend this morning to
06:55
put those ads out proactively
06:57
is going to be a big payoff in the
06:58
future and it’s like coming in
07:00
with a skid steer moving this in a few
07:02
hours versus well probably a couple
07:03
months with this thing
07:04
um so any comments questions drop below
07:06
callahan’s corner you ask questions
07:08
we answer them live right here on
07:10
facebook but i thought this was
07:12
very very very applicable um i saw a
07:14
post this morning gentlemen woke up at
07:16
three in the morning and had that text
07:17
message and uh couldn’t fall back to
07:19
sleep and
07:19
we’ve all been there and if you haven’t
07:20
been there if you’re a solar
07:22
entrepreneur you’re gonna be there
07:23
um so put the process in place now um
07:26
and avoid the pain and heartache that a
07:27
lot of us have had through the years
07:29
with these no-call notional employees
07:30
and it’s not getting better it’s only
07:32
getting worse so
07:33
i want to say what’s up to timothy scott
07:34
benjamin and scott fuhrman as well so
07:37
we’ll see you guys and girls later
07:38
callahan’s corner you ask questions we
07:40
answer them live right here on facebook
07:41
see you later

SA Weekly Talk Show w/ Jeremy Atkinson

Video Transcript

00:02
Welcome back to the essay.
00:03
Welcome back to the essay. Weekly Talk show Mike Allen
00:04
Weekly Talk show Mike Allen here with Cody and my cohost
00:06
here with Cody and my cohost special guest been dying to get
00:09
special guest been dying to get on Jeremy Atkinson of pro
00:11
on Jeremy Atkinson of pro contracting or contracting
00:13
contracting or contracting Pearl and uh German I go way
00:14
Pearl and uh German I go way back so uh I’m gonna let Jeremy
00:16
back so uh I’m gonna let Jeremy kinda break down the history
00:18
kinda break down the history but uh Jeremy came to me uh as
00:19
but uh Jeremy came to me uh as a young cat uh several years
00:22
a young cat uh several years ago as a certified adviser of
00:24
ago as a certified adviser of service Autopilot uh when he
00:26
service Autopilot uh when he was in the lawn care industry,
00:27
was in the lawn care industry, so we’re gonna break down the
00:28
so we’re gonna break down the story of how him and his
00:29
story of how him and his brother trip. Basically built a
00:32
brother trip. Basically built a lawn care business set it up
00:34
lawn care business set it up for acquisitions, sold it and
00:35
for acquisitions, sold it and then got the contracting and
00:37
then got the contracting and construction and we’re gonna
00:38
construction and we’re gonna hit along uh the main points
00:41
hit along uh the main points that we’re successful and maybe
00:42
that we’re successful and maybe some of the pain falls or
00:43
some of the pain falls or pitfalls that they hit along
00:44
pitfalls that they hit along the way and how they use
00:46
the way and how they use service Autopilot Service
00:47
service Autopilot Service Autopilot Academy and a whole
00:50
Autopilot Academy and a whole lot more to go and grow and
00:51
lot more to go and grow and scale a business sell it and
00:52
scale a business sell it and then shift industries uh but
00:54
then shift industries uh but basically stay within the
00:56
basically stay within the service industry um some of the
00:57
service industry um some of the things that they learned in
00:58
things that they learned in lawn care company so uh Jeremy.
01:00
lawn care company so uh Jeremy. Has heard or haven’t met you
01:02
Has heard or haven’t met you before brother uh pleasure
01:02
before brother uh pleasure having you on if you would just
01:04
having you on if you would just give a little background of uh.
01:06
give a little background of uh. yourself, your brother trip and
01:08
yourself, your brother trip and how you guys got into the lawn
01:10
how you guys got into the lawn care industry and then we’re
01:11
care industry and then we’re gonna dive into some of the
01:12
gonna dive into some of the specifics uh all the way up
01:13
specifics uh all the way up through the acquisition and
01:13
through the acquisition and then how you transferred into
01:16
then how you transferred into uh general contracting more
01:17
uh general contracting more specifically uh roofing. I
01:19
specifically uh roofing. I believe it is yes sir yes, sir
01:20
believe it is yes sir yes, sir first of all pleasure to be
01:21
first of all pleasure to be here. Mike I appreciate you
01:23
here. Mike I appreciate you reaching out to me and give me
01:24
reaching out to me and give me the opportunity. Um Mike is the
01:26
the opportunity. Um Mike is the man if anyone doesn’t know that
01:27
man if anyone doesn’t know that yet uh Mike is. Biggest reasons
01:30
yet uh Mike is. Biggest reasons why we were so successful in
01:32
why we were so successful in our service, Autopilot days and
01:33
our service, Autopilot days and how we skyrocketed to the level
01:36
how we skyrocketed to the level that we got to the very quick
01:37
that we got to the very quick manner um so it all started
01:40
manner um so it all started with my brother my brother uh
01:41
with my brother my brother uh he’s the main chief around my
01:43
he’s the main chief around my house. Uh he’s my idol. He’s
01:45
house. Uh he’s my idol. He’s been my um my mentor all my
01:47
been my um my mentor all my life. He’s 9 years older than
01:49
life. He’s 9 years older than me, so there’s never like a
01:50
me, so there’s never like a competitive gap there um, of
01:52
competitive gap there um, of course with the me in 9 years,
01:53
course with the me in 9 years, you should be faster than me he
01:54
you should be faster than me he should be stronger than me if
01:55
should be stronger than me if he wasn’t. That’s a big problem
01:57
he wasn’t. That’s a big problem right so he was uh he. Always
01:59
right so he was uh he. Always have that mentality towards me
02:01
have that mentality towards me and kinda grew me to what to,
02:04
and kinda grew me to what to, but he was and kinda pass his
02:06
but he was and kinda pass his mistakes down to me and said,
02:07
mistakes down to me and said, Hey, don’t do this. Don’t do
02:07
Hey, don’t do this. Don’t do this and let’s follow this road
02:10
this and let’s follow this road map so my my uh entrepreneur
02:13
map so my my uh entrepreneur all his life started a lawn
02:14
all his life started a lawn care company back in college
02:15
care company back in college and uh when you’re on your
02:16
and uh when you’re on your operator, that’s when you’re
02:17
operator, that’s when you’re making good money. Everyone
02:18
making good money. Everyone knows that when you’re owner
02:19
knows that when you’re owner operator making great money and
02:21
operator making great money and lawn care it sucks because you
02:22
lawn care it sucks because you get to work. but it’s good
02:23
get to work. but it’s good because you’re making that
02:24
because you’re making that money. you’re making that cash
02:25
money. you’re making that cash and you’re putting in your own
02:26
and you’re putting in your own pocket. You’re not paying
02:27
pocket. You’re not paying payroll taxes, you’re not
02:28
payroll taxes, you’re not paying. Any type of you know,
02:30
paying. Any type of you know, typically on that with any type
02:31
typically on that with any type of equipment you’re just doing
02:33
of equipment you’re just doing your own thing, you don’t need
02:34
your own thing, you don’t need systems and processes you just
02:35
systems and processes you just you train yourself you train
02:36
you train yourself you train your handyman guy and you’re
02:39
your handyman guy and you’re rocking and rolling so my
02:40
rocking and rolling so my brother was a you know small
02:42
brother was a you know small lawn care company you know
02:45
lawn care company you know fifteen yards a day haven’t
02:46
fifteen yards a day haven’t about sixty counts and uh in
02:50
about sixty counts and uh in college there’s a construction
02:51
college there’s a construction company came to town and
02:52
company came to town and they’re asking for uh some some
02:54
they’re asking for uh some some roofers. they’re like hey,
02:54
roofers. they’re like hey, climb on roofs and storm damage
02:56
climb on roofs and storm damage and some insurance claims that
02:57
and some insurance claims that people are familiar with that
02:58
people are familiar with that that PF storm damage you.
03:00
that PF storm damage you. Insurance claim the insurance
03:02
Insurance claim the insurance company will pay for a full
03:03
company will pay for a full roof replacement finds your
03:04
roof replacement finds your deductible so he uh he hopped
03:06
deductible so he uh he hopped on board for a couple of months
03:08
on board for a couple of months and realize how lucrative the
03:09
and realize how lucrative the roofing side was. I was like
03:11
roofing side was. I was like Holy smokes, I can sell a roof
03:12
Holy smokes, I can sell a roof at $20000 and it’s gonna take
03:15
at $20000 and it’s gonna take me a whole week to fill out
03:17
me a whole week to fill out 800. $800. you know. so like
03:19
800. $800. you know. so like this is the the math was it was
03:22
this is the the math was it was playing our black and white of
03:24
playing our black and white of hey, let’s go to the roofing so
03:26
hey, let’s go to the roofing so he sold a small town off and uh
03:29
he sold a small town off and uh started roofing. um I was. 11
03:31
started roofing. um I was. 11 years old this time I don’t
03:32
years old this time I don’t care. I’m BMX black. I’m dirt
03:34
care. I’m BMX black. I’m dirt bike. I’m I’m doing my own
03:36
bike. I’m I’m doing my own thing so you know a couple of
03:38
thing so you know a couple of years past trip is is doing
03:39
years past trip is is doing very very well his roofing
03:42
very very well his roofing endeavors um when I was
03:43
endeavors um when I was eighteen, I went to college it
03:45
eighteen, I went to college it or I was in college at eighteen
03:47
or I was in college at eighteen for real estate finance he uh
03:48
for real estate finance he uh he called me up and said Jeremy
03:50
he called me up and said Jeremy man I have a opportunity to buy
03:53
man I have a opportunity to buy a lawn care company. um I want
03:54
a lawn care company. um I want you to run this thing and I’m
03:56
you to run this thing and I’m like sitting there I remember
03:57
like sitting there I remember being on my front porch in
03:59
being on my front porch in college weighing out the pros
04:00
college weighing out the pros and cons of my party in
04:02
and cons of my party in business. Party business like
04:04
business. Party business like which one do I wanna do and II
04:07
which one do I wanna do and II knew for a fact deep down as if
04:08
knew for a fact deep down as if I use this business as my
04:10
I use this business as my school of hard knocks and
04:12
school of hard knocks and learning how to run a business
04:13
learning how to run a business learning how to deal with
04:14
learning how to deal with employees how to deal with how
04:15
employees how to deal with how to deal with taxes? How to deal
04:16
to deal with taxes? How to deal with anything that involves a
04:18
with anything that involves a business create a process and
04:20
business create a process and systems training? I knew if IA
04:21
systems training? I knew if IA mess, I’m not master it, but if
04:23
mess, I’m not master it, but if I can get it the glimpse of
04:24
I can get it the glimpse of that early on I’ll be way ahead
04:27
that early on I’ll be way ahead of everyone else. so it was a
04:28
of everyone else. so it was a really tough decision cuz when
04:29
really tough decision cuz when I made that decision, I told
04:31
I made that decision, I told myself if I’m gonna make it,
04:32
myself if I’m gonna make it, I’m gonna be. I’m gonna live
04:33
I’m gonna be. I’m gonna live it. That’s what I’m gonna do.
04:35
it. That’s what I’m gonna do. I’m not gonna go in. Pass it
04:38
I’m not gonna go in. Pass it Excuse my language, but I’m not
04:39
Excuse my language, but I’m not gonna go in there and then and
04:41
gonna go in there and then and really get it. I’m really gonna
04:42
really get it. I’m really gonna get going so I uh really took
04:46
get going so I uh really took over the small lawn care
04:46
over the small lawn care company. We had two employees
04:48
company. We had two employees at the time where maybe fifty
04:50
at the time where maybe fifty the accounts sixty counts very
04:52
the accounts sixty counts very small, Um the first thing I did
04:54
small, Um the first thing I did is I looked up bigger companies
04:55
is I looked up bigger companies and this is what I me and my
04:58
and this is what I me and my cross path we uh so Jeremy if I
05:00
cross path we uh so Jeremy if I can stop you there for one
05:01
can stop you there for one second just diving in so one
05:02
second just diving in so one thing actually I didn’t realize
05:03
thing actually I didn’t realize I want to clarify this is an
05:05
I want to clarify this is an interesting uh turning point
05:06
interesting uh turning point that most. Live At least it
05:09
that most. Live At least it wasn’t my own as well. Um did
05:11
wasn’t my own as well. Um did you actually drop out of
05:12
you actually drop out of college or continue college?
05:14
college or continue college? Where was that I mean,
05:15
Where was that I mean, obviously from going to uh
05:17
obviously from going to uh let’s call it out like a books
05:19
let’s call it out like a books and beer pong is what was I was
05:20
and beer pong is what was I was a pretty much at that point. Uh
05:22
a pretty much at that point. Uh did you go from the books and
05:23
did you go from the books and group pong to straight in the
05:25
group pong to straight in the lawn care we do both at the
05:26
lawn care we do both at the same time. What did that
05:27
same time. What did that transition look like so I know
05:28
transition look like so I know a lot of people um in this
05:30
a lot of people um in this ecosystem are looking at and go
05:31
ecosystem are looking at and go well. I’m kind of in the same
05:33
well. I’m kind of in the same boat as in Callahan at this
05:34
boat as in Callahan at this point. Um I’ve got this
05:35
point. Um I’ve got this business. It’s not. But it’s
05:38
business. It’s not. But it’s it’s paying some bills um a lot
05:39
it’s paying some bills um a lot of people like should I go to
05:41
of people like should I go to college route or if I’m in
05:42
college route or if I’m in college and I’ve got this
05:44
college and I’ve got this business. Do I need to continue
05:46
business. Do I need to continue to college? I’m just kinda
05:48
to college? I’m just kinda curious where was that
05:49
curious where was that transition in your life and and
05:50
transition in your life and and and if you could do it all over
05:52
and if you could do it all over again was there some pros and
05:54
again was there some pros and cons to that? Yes, So I told
05:55
cons to that? Yes, So I told myself that if I was gonna do
05:58
myself that if I was gonna do it, I was gonna not quit. call
05:59
it, I was gonna not quit. call it immediately. I was gonna
06:01
it immediately. I was gonna organically build my business
06:02
organically build my business to the point where I could not
06:03
to the point where I could not be in college anymore, so that
06:04
be in college anymore, so that took me 6 months. I built the
06:07
took me 6 months. I built the business to the point where I
06:08
business to the point where I was like, okay, I cannot be in
06:10
was like, okay, I cannot be in this cuz once you get in for
06:12
this cuz once you get in for even with four employees, which
06:13
even with four employees, which is a very small number you
06:15
is a very small number you still have so many problems
06:16
still have so many problems that happen whether it’s a
06:18
that happen whether it’s a little tiny piece of grass on
06:18
little tiny piece of grass on this guy’s patio or hey you
06:21
this guy’s patio or hey you spill some gasoline on my yard
06:22
spill some gasoline on my yard and you need to what am I gonna
06:23
and you need to what am I gonna do here. It’s like there’s so
06:25
do here. It’s like there’s so many small fires and big fires
06:26
many small fires and big fires that happen throughout the day
06:27
that happen throughout the day that when you’re in an exam and
06:29
that when you’re in an exam and you’re getting phone calls
06:30
you’re getting phone calls about a legit customer issue
06:33
about a legit customer issue exams important but my. My my
06:37
exams important but my. My my name on that person was my, you
06:39
name on that person was my, you know that’s your billboard. so
06:40
know that’s your billboard. so that was my most important was
06:42
that was my most important was the customer experience, and
06:43
the customer experience, and that’s why again learn from
06:45
that’s why again learn from service Autopilot The customer
06:46
service Autopilot The customer experience is everything and
06:47
experience is everything and that’s where I really want to
06:49
that’s where I really want to make sure everyone had a good
06:51
make sure everyone had a good out of sight out of my
06:53
out of sight out of my experience where the lawn care
06:54
experience where the lawn care wasn’t a big deal to them all
06:55
wasn’t a big deal to them all it did give me a credit card
06:57
it did give me a credit card and guess what I’m in the yard
06:58
and guess what I’m in the yard every Tuesday at 7 AM and I
07:00
every Tuesday at 7 AM and I wanna make it as easy as that
07:02
wanna make it as easy as that for you you basically you made
07:04
for you you basically you made that jump it took like six to 8
07:06
that jump it took like six to 8 months probably around 6 months
07:07
months probably around 6 months um which is shockingly fast,
07:08
um which is shockingly fast, but knowing that doesn’t
07:09
but knowing that doesn’t surprise me by any means um.
07:13
surprise me by any means um. You basically left school and
07:15
You basically left school and then uh it was definitely a
07:17
then uh it was definitely a full-time endeavor uh of lawn
07:19
full-time endeavor uh of lawn care and and and trip your
07:21
care and and and trip your brother and obviously you’ve
07:22
brother and obviously you’ve been still be doing the roofing
07:22
been still be doing the roofing to give you the opportunity to
07:24
to give you the opportunity to run this lawn care business and
07:25
run this lawn care business and kind of cut your teeth and do
07:27
kind of cut your teeth and do your own thing Um obviously
07:29
your own thing Um obviously I’ll let you take it from there
07:30
I’ll let you take it from there and that’s just kinda wanna put
07:31
and that’s just kinda wanna put some context to that cuz I know
07:32
some context to that cuz I know a lot of people are are are
07:33
a lot of people are are are dealing with that decision on a
07:35
dealing with that decision on a daily weekly basis. When do I
07:37
daily weekly basis. When do I move to this business, full
07:37
move to this business, full time or even if I’ve got a side
07:39
time or even if I’ve got a side gig or uh it has a side gig.
07:41
gig or uh it has a side gig. Folks in the ecosystem are the
07:44
Folks in the ecosystem are the paramedics or firemen um and
07:45
paramedics or firemen um and they’re doing this on their
07:46
they’re doing this on their days off. so I think even if
07:47
days off. so I think even if you’re not in school, I think
07:49
you’re not in school, I think there’s there’s some lessons to
07:49
there’s there’s some lessons to be learned there from Germany
07:51
be learned there from Germany um how he actually plan it out.
07:53
um how he actually plan it out. I’ll I’ve started to interrupt
07:54
I’ll I’ve started to interrupt but I wanted to at least kinda
07:55
but I wanted to at least kinda break into that. uh you guys
07:57
break into that. uh you guys can we we grew so fast because
07:59
can we we grew so fast because I’ve reached out to you is I’ll
08:01
I’ve reached out to you is I’ll reach out to three people
08:02
reach out to three people online. Mike was one of the
08:04
online. Mike was one of the bigger guys that I found when I
08:05
bigger guys that I found when I reached out to two other big
08:06
reached out to two other big guys, I have to send them a
08:07
guys, I have to send them a simple message, I said. Hey,
08:09
simple message, I said. Hey, I’m 18 years old. I got a
08:10
I’m 18 years old. I got a small. Company I’m not trying
08:12
small. Company I’m not trying to recreate the wheel here. I’m
08:13
to recreate the wheel here. I’m just trying to build the
08:15
just trying to build the systems and processes out early
08:16
systems and processes out early on so that way my back in
08:18
on so that way my back in office was a $4000003000000
08:21
office was a $4000003000000 lawn care company, but we’re
08:22
lawn care company, but we’re filling out 100000 but it’s
08:24
filling out 100000 but it’s it’s ready. It’s templated.
08:25
it’s ready. It’s templated. It’s it’s it’s made to be born
08:27
It’s it’s it’s made to be born into that. so I didn’t I didn’t
08:32
into that. so I didn’t I didn’t explode until I met with Mike
08:33
explode until I met with Mike and me and Mike sat down for
08:35
and me and Mike sat down for the first time I had to pay
08:36
the first time I had to pay rate to get with them and I was
08:38
rate to get with them and I was perfectly fine with it. I was
08:39
perfectly fine with it. I was like, hey, this is this is
08:40
like, hey, this is this is learning this is gonna jump me
08:42
learning this is gonna jump me from this level straight up
08:44
from this level straight up here immediately. and I knew
08:45
here immediately. and I knew that and I knew a pocket. Mike
08:48
that and I knew a pocket. Mike And listen to what he was
08:48
And listen to what he was telling me and you apply it. So
08:51
telling me and you apply it. So I think that’s what everyone’s
08:52
I think that’s what everyone’s good at. I think it’s good,
08:53
good at. I think it’s good, tell someone what to do but no
08:55
tell someone what to do but no one’s gonna implement in that.
08:56
one’s gonna implement in that. I think that’s the hardest part
08:58
I think that’s the hardest part is actually taking action and
09:00
is actually taking action and being diligent with your time
09:01
being diligent with your time because as everyone in lawn
09:03
because as everyone in lawn care knows, it’s so hard to get
09:04
care knows, it’s so hard to get off that truck. It’s so hard to
09:06
off that truck. It’s so hard to not do it yourself but you feel
09:08
not do it yourself but you feel like as an entrepreneur you
09:10
like as an entrepreneur you have to do everything if you’re
09:12
have to do everything if you’re not doing it, It’s not right
09:13
not doing it, It’s not right and if you’re not doing it with
09:15
and if you’re not doing it with your guys, you almost feel kind
09:16
your guys, you almost feel kind of guilty that man. I’m not out
09:17
of guilty that man. I’m not out there. I don’t think I’m
09:20
there. I don’t think I’m working hard like man what you
09:21
working hard like man what you are, You’re doing the back in
09:22
are, You’re doing the back in office, but they just don’t
09:23
office, but they just don’t understand that just yet so I
09:27
understand that just yet so I was really fortunate to have my
09:28
was really fortunate to have my in my ear, saying man get off
09:29
in my ear, saying man get off that truck get off that truck
09:32
that truck get off that truck and at first, I’m going to how
09:33
and at first, I’m going to how important it was until I got
09:35
important it was until I got into service Autopilot. So once
09:36
into service Autopilot. So once I got the service, Autopilot
09:38
I got the service, Autopilot was spending 8 hours a day
09:40
was spending 8 hours a day legitimately my 8 hours a day
09:42
legitimately my 8 hours a day to 10 hours work in service on
09:44
to 10 hours work in service on the pallet while my guys are
09:45
the pallet while my guys are out there in the yards and I
09:47
out there in the yards and I had template that thing exactly
09:48
had template that thing exactly to Callahan’s templates where
09:51
to Callahan’s templates where he showed me cuz again, I was a
09:52
he showed me cuz again, I was a part of this. Students at that
09:55
part of this. Students at that point, so I created the price
09:56
point, so I created the price matrices I switched over to
09:57
matrices I switched over to credit card. I created a drip
10:00
credit card. I created a drip campaigns I uh did the always
10:02
campaigns I uh did the always the biggest thing is hiring and
10:04
the biggest thing is hiring and firing. so I created a whole
10:05
firing. so I created a whole entire program or a system
10:07
entire program or a system where there was a power point
10:09
where there was a power point that was automated and I had a
10:11
that was automated and I had a Craigslist ad and several ads
10:12
Craigslist ad and several ads going on 24/7 at five people
10:15
going on 24/7 at five people come to my office five or 3
10:17
come to my office five or 3 days a week. We’ll have five
10:19
days a week. We’ll have five people and I’ll put them in a
10:19
people and I’ll put them in a room and I’ll just play a
10:20
room and I’ll just play a PowerPoint and show them what
10:21
PowerPoint and show them what this job really. Tails At the
10:24
this job really. Tails At the end of the power point, I’ll
10:25
end of the power point, I’ll come in. I’m a weed eater. They
10:27
come in. I’m a weed eater. They can start it and I’ll give the
10:28
can start it and I’ll give the training manual and say hey,
10:30
training manual and say hey, this is how we’re gonna do it
10:32
this is how we’re gonna do it if they can’t start a weed
10:33
if they can’t start a weed eater. I’ll say. Hey, you’re
10:35
eater. I’ll say. Hey, you’re your rank, see and I’ll call
10:37
your rank, see and I’ll call you my very last but if I
10:38
you my very last but if I really need you but I always
10:41
really need you but I always every single week have about
10:42
every single week have about fifteen people go through my
10:44
fifteen people go through my service Autopilot system and I
10:46
service Autopilot system and I ranked them, ABC just like Cal
10:48
ranked them, ABC just like Cal was to me and I was like and so
10:51
was to me and I was like and so that’s where I had a people
10:52
that’s where I had a people come through and I said, I
10:54
come through and I said, I can’t hire it right now, but I
10:55
can’t hire it right now, but I guarantee next week someone’s
10:56
guarantee next week someone’s not gonna show up and whenever
10:57
not gonna show up and whenever that person shows. No one has
11:00
that person shows. No one has me but no one can just not show
11:03
me but no one can just not show up and think you’re gonna hurt
11:04
up and think you’re gonna hurt me. I could call him that day
11:05
me. I could call him that day and call about fifteen people
11:06
and call about fifteen people and one of them is gonna pick
11:08
and one of them is gonna pick up and say. hey, you got a job
11:09
up and say. hey, you got a job come on and then that guy was
11:11
come on and then that guy was done. so that’s the interesting
11:12
done. so that’s the interesting thing and Cody. I’m sure you’ve
11:14
thing and Cody. I’m sure you’ve got some questions in here and
11:15
got some questions in here and just anybody watching and
11:16
just anybody watching and listen to the podcast. We got a
11:17
listen to the podcast. We got a little one at home right now,
11:18
little one at home right now, so if we do get a Facebook live
11:20
so if we do get a Facebook live bomb or I mean it looks like
11:21
bomb or I mean it looks like I’m talking to know that’s why
11:23
I’m talking to know that’s why but uh the show must go on here
11:25
but uh the show must go on here but uh it’s just I couldn’t
11:27
but uh it’s just I couldn’t reschedule this with Jeremy.
11:28
reschedule this with Jeremy. This is something I wanted to
11:29
This is something I wanted to make sure people um so the
11:32
make sure people um so the biggest thing for me like is
11:33
biggest thing for me like is you were the? Like most guys,
11:36
you were the? Like most guys, your age when you came in and
11:37
your age when you came in and just aren’t going to go in and
11:39
just aren’t going to go in and just break things down and
11:40
just break things down and implement it um and I think the
11:42
implement it um and I think the way you tackled it was really
11:44
way you tackled it was really instrumental in your success um
11:45
instrumental in your success um even if you weren’t working
11:47
even if you weren’t working with me, you still would have
11:48
with me, you still would have been very successful, but it
11:48
been very successful, but it was really interesting when we
11:50
was really interesting when we broke down that business um
11:52
broke down that business um traditionally what we’ll look
11:52
traditionally what we’ll look at is the sales process so you
11:54
at is the sales process so you kinda hit on it quickly. We’re
11:56
kinda hit on it quickly. We’re talking about literally from
11:57
talking about literally from lead acquisition of your
11:59
lead acquisition of your website or someone calls how do
12:00
website or someone calls how do we create an estimate? How do
12:02
we create an estimate? How do we qualify them? How do we
12:03
we qualify them? How do we follow up on the estimate? Do
12:05
follow up on the estimate? Do we schedule for profitability
12:08
we schedule for profitability and then most importantly you
12:09
and then most importantly you mentioned the credit card on
12:10
mentioned the credit card on file for cash flow cuz every
12:12
file for cash flow cuz every business, especially business.
12:13
business, especially business. that’s new needs cash flow. so
12:15
that’s new needs cash flow. so we have it was really
12:16
we have it was really interesting is we spent
12:18
interesting is we spent probably 6 months, maybe a
12:20
probably 6 months, maybe a little less more or less, but
12:21
little less more or less, but those would probably four or 5
12:22
those would probably four or 5 years ago. This was the early
12:24
years ago. This was the early days of yes um and it was very
12:26
days of yes um and it was very interesting so automations and
12:28
interesting so automations and and service Autopilot had just
12:31
and service Autopilot had just started or maybe they had. you
12:32
started or maybe they had. you know. I think you originally
12:33
know. I think you originally started on another automation
12:35
started on another automation platform and then we moved over
12:36
platform and then we moved over to service Autopilot, but some
12:37
to service Autopilot, but some of the stuff before it was
12:38
of the stuff before it was ready. You created this.
12:40
ready. You created this. Processes so one of the things
12:41
Processes so one of the things I wanna kinda just mention like
12:42
I wanna kinda just mention like if you’re looking at Journey’s
12:43
if you’re looking at Journey’s success is if you’re not ready
12:45
success is if you’re not ready to automate what he does, He
12:46
to automate what he does, He created those manual processes
12:48
created those manual processes from Stem to stern so front to
12:49
from Stem to stern so front to back and then when they were
12:52
back and then when they were dialed in and he was
12:52
dialed in and he was comfortable he automated well,
12:53
comfortable he automated well, he probably would automated
12:55
he probably would automated sooner, but the automations
12:57
sooner, but the automations really at that point. Yeah.
12:57
really at that point. Yeah. automation already been there
12:59
automation already been there yet um but once they were
13:00
yet um but once they were there, Jeremy and trip did that
13:02
there, Jeremy and trip did that um and and that was kind of the
13:05
um and and that was kind of the key to your success, but the
13:05
key to your success, but the thing that I really love about
13:07
thing that I really love about you and trip was um. Wanted an
13:10
you and trip was um. Wanted an accountability partner, so we
13:12
accountability partner, so we assigned some homework Um you
13:13
assigned some homework Um you know, say Monday we met again
13:15
know, say Monday we met again the following Monday and I was
13:16
the following Monday and I was like hey guys where you at in
13:18
like hey guys where you at in the middle of that you guys
13:20
the middle of that you guys didn’t have to be you checked
13:21
didn’t have to be you checked in and say, Hey Mike. This is
13:21
in and say, Hey Mike. This is where we’re at. We’re seeing
13:22
where we’re at. We’re seeing this. We got a question with
13:24
this. We got a question with this um so you put the work up
13:26
this um so you put the work up front. You laid that foundation
13:28
front. You laid that foundation and then when you had it man
13:29
and then when you had it man did that business explode like
13:31
did that business explode like you said you had that $1000000
13:32
you said you had that $1000000 back office when you’re really
13:33
back office when you’re really doing a couple 100000. so that
13:35
doing a couple 100000. so that was very similar to what we did
13:37
was very similar to what we did when we met Jonathan Pot of. We
13:40
when we met Jonathan Pot of. We built that foundation before we
13:42
built that foundation before we scaled and that was one of the
13:44
scaled and that was one of the keys to success. so one of the
13:45
keys to success. so one of the things I want to hit on before
13:47
things I want to hit on before you kinda continue into that
13:48
you kinda continue into that journey Is you talked about
13:49
journey Is you talked about going out and constantly
13:52
going out and constantly recruiting and this is well
13:52
recruiting and this is well before if people are listening,
13:54
before if people are listening, This is well before the labor
13:56
This is well before the labor issues. we’re having now. I
13:56
issues. we’re having now. I mean this was my. I mean
13:58
mean this was my. I mean there’s always issues but what
14:00
there’s always issues but what Jeremy did that there was um
14:04
Jeremy did that there was um he’s getting he’s getting
14:05
he’s getting he’s getting Facebook bomb too. Um so
14:06
Facebook bomb too. Um so basically what Jeremy did this
14:07
basically what Jeremy did this this? For the major issues that
14:09
this? For the major issues that we’re having now, but he took
14:12
we’re having now, but he took that methodology that we
14:14
that methodology that we recommended in John Pot and I
14:15
recommended in John Pot and I when we’re doing regional
14:16
when we’re doing regional events at that point person,
14:17
events at that point person, we’re talking about building
14:19
we’re talking about building that virtual bench. so Jeremy
14:20
that virtual bench. so Jeremy took the idea of going out and
14:22
took the idea of going out and interviewing twelve to fifteen
14:23
interviewing twelve to fifteen people a day um and then
14:24
people a day um and then automating it through some
14:26
automating it through some video training that we’ve
14:27
video training that we’ve talked about and he went out
14:28
talked about and he went out and tripped him to the work. so
14:29
and tripped him to the work. so um I just kinda wanna recap
14:31
um I just kinda wanna recap that because you know during
14:32
that because you know during that is very unusual for
14:34
that is very unusual for somebody at that age and that
14:35
somebody at that age and that stage of business to do that um
14:37
stage of business to do that um and. You know you guys crushed
14:39
and. You know you guys crushed it. I mean that was huge um
14:41
it. I mean that was huge um Cody do you have any questions
14:43
Cody do you have any questions on that before we kinda dial
14:44
on that before we kinda dial into that transition of
14:45
into that transition of building the business up for
14:47
building the business up for acquisition and then what
14:47
acquisition and then what happened after that? Yeah, I
14:49
happened after that? Yeah, I wanted to talk about the
14:51
wanted to talk about the ranking system because I don’t
14:52
ranking system because I don’t know that we’ve touched on
14:54
know that we’ve touched on that. previously on this
14:55
that. previously on this podcast, I know that uh you
14:57
podcast, I know that uh you know Mike has explained it to
14:59
know Mike has explained it to me previously but uh if you
15:00
me previously but uh if you will just kinda dive in, we
15:02
will just kinda dive in, we heard that like the Sea
15:03
heard that like the Sea candidate is someone who showed
15:05
candidate is someone who showed up but couldn’t start a weeder
15:07
up but couldn’t start a weeder at the end of the day. What
15:08
at the end of the day. What different? To be in a candidate
15:11
different? To be in a candidate so being a would be a driver’s
15:13
so being a would be a driver’s license was one of the most
15:14
license was one of the most important things if you have a
15:15
important things if you have a driver’s license automatically,
15:16
driver’s license automatically, if you’re if you can handle
15:18
if you’re if you can handle with the driver’s license,
15:20
with the driver’s license, you’re in the ace, you know um,
15:21
you’re in the ace, you know um, of course, you got guys that
15:22
of course, you got guys that have been waiting for a long
15:24
have been waiting for a long time and I mean we think to me
15:26
time and I mean we think to me is like the most uh artful
15:28
is like the most uh artful skill of long care cuz you can
15:30
skill of long care cuz you can really make a really sharp with
15:32
really make a really sharp with the right the right so um if
15:36
the right the right so um if there are awesome and they can
15:37
there are awesome and they can you know knock out. Ten by ten
15:39
you know knock out. Ten by ten square off the hill that I had
15:41
square off the hill that I had my shop, I have a nice little
15:42
my shop, I have a nice little hill that I can watch him, you
15:44
hill that I can watch him, you know see their stance see their
15:46
know see their stance see their strides if they’re knocking
15:46
strides if they’re knocking that out really easy. I’m like
15:48
that out really easy. I’m like hey, I’m sorry I don’t have an
15:50
hey, I’m sorry I don’t have an opening for you right now, but
15:51
opening for you right now, but you are the top candidate. You
15:53
you are the top candidate. You are the top of my list and when
15:55
are the top of my list and when someone does not show because
15:57
someone does not show because of some bogus excuse their
15:58
of some bogus excuse their daughters slept on their alarm
16:00
daughters slept on their alarm clock or their their dog
16:02
clock or their their dog tripped over the couch and hit
16:03
tripped over the couch and hit a bottle of water to hit the
16:05
a bottle of water to hit the alarm like it’s crazy, my
16:07
alarm like it’s crazy, my excuses you get in the lawn
16:08
excuses you get in the lawn care industry, which I know
16:09
care industry, which I know it’s early but man. I made it
16:11
it’s early but man. I made it as easy as I could on these
16:13
as easy as I could on these guys I wouldn’t II took the
16:14
guys I wouldn’t II took the liberty of getting everything
16:16
liberty of getting everything ready in the morning I had
16:18
ready in the morning I had every single truck was oil
16:19
every single truck was oil change. tire pressure. Check
16:21
change. tire pressure. Check all you have to do is show up
16:22
all you have to do is show up and get in my truck and listen
16:23
and get in my truck and listen to my five-minute speech. Hey
16:26
to my five-minute speech. Hey this yard this this yard this
16:27
this yard this this yard this and hey you’re you’re killing.
16:29
and hey you’re you’re killing. It have a good day you know and
16:31
It have a good day you know and um but back to the ranking
16:33
um but back to the ranking system yes if they have a
16:34
system yes if they have a driver’s license, you can knock
16:35
driver’s license, you can knock out some really good evening.
16:36
out some really good evening. They’re an a and more likely if
16:38
They’re an a and more likely if they can do some good we they
16:38
they can do some good we they can easily be. Is your turn
16:41
can easily be. Is your turn with zero turns are relatively
16:43
with zero turns are relatively It’s easy to train on but um
16:45
It’s easy to train on but um but being a would be definitely
16:46
but being a would be definitely driver’s license for sure if
16:48
driver’s license for sure if you have driver’s license,
16:49
you have driver’s license, that’s always good and you hit
16:50
that’s always good and you hit on the journey too. As well.
16:52
on the journey too. As well. Did you have watched a video or
16:53
Did you have watched a video or it was just something
16:53
it was just something standardized a slide deck or
16:55
standardized a slide deck or something you said that you
16:56
something you said that you would actually show these folks
16:57
would actually show these folks before they actually did that.
16:59
before they actually did that. so if you wouldn’t mind just
17:01
so if you wouldn’t mind just kinda hitting that cuz I’m I’m
17:02
kinda hitting that cuz I’m I’m curious uh well I kinda know
17:03
curious uh well I kinda know but I’m kinda curious. I think
17:05
but I’m kinda curious. I think the listeners will be curious
17:06
the listeners will be curious of what that entailed um it it
17:08
of what that entailed um it it it. It was that you know.
17:10
it. It was that you know. Helping in that process, at
17:11
Helping in that process, at least clarify what they’re
17:13
least clarify what they’re getting into as a potential
17:14
getting into as a potential employee, Oh yeah. so it help
17:16
employee, Oh yeah. so it help me um basically take away the
17:18
me um basically take away the employees that II knew that I
17:20
employees that II knew that I didn’t want and I wanna take
17:21
didn’t want and I wanna take away place. I didn’t wanna work
17:23
away place. I didn’t wanna work for me and my environment cuz
17:24
for me and my environment cuz when you think a long, it’s a
17:26
when you think a long, it’s a very broad spectrum like
17:28
very broad spectrum like there’s commercial lawn care
17:29
there’s commercial lawn care where you don’t have to look
17:30
where you don’t have to look that good. You can just you
17:32
that good. You can just you know be be in the weeds all day
17:34
know be be in the weeds all day and and not really care about
17:36
and and not really care about anything. you’re just doing
17:37
anything. you’re just doing this plan, clearing almost
17:39
this plan, clearing almost right and if you got what I. I
17:42
right and if you got what I. I live in a pretty high-end area
17:44
live in a pretty high-end area called Germantown and um I
17:46
called Germantown and um I wanted to have in my eyes. I
17:48
wanted to have in my eyes. I had the most professional
17:49
had the most professional landscaping company. I want
17:50
landscaping company. I want khakis. I wanna talk to
17:51
khakis. I wanna talk to insurance. I wanted a hat on. I
17:53
insurance. I wanted a hat on. I wanted everyone to look the
17:54
wanted everyone to look the same everyone to be a part of
17:56
same everyone to be a part of my of my business and if you
17:58
my of my business and if you didn’t have that mentality
17:59
didn’t have that mentality before coming in, I wanted to
18:01
before coming in, I wanted to show you what my mentality. my
18:02
show you what my mentality. my vision was if you knew that you
18:04
vision was if you knew that you didn’t fit that mold. then at
18:05
didn’t fit that mold. then at that point, you’re like hey,
18:06
that point, you’re like hey, this is a good spot for me.
18:08
this is a good spot for me. Alright the PowerPoint
18:09
Alright the PowerPoint ultimately was to get people
18:11
ultimately was to get people ready to what kind of hard
18:12
ready to what kind of hard work. it is because when we
18:13
work. it is because when we think a lawn care like. Mo Five
18:17
think a lawn care like. Mo Five to seven yards a day the
18:18
to seven yards a day the efficiency of service Autopilot
18:21
efficiency of service Autopilot allow me to deal with my
18:22
allow me to deal with my routes. We are easy twenty-five
18:24
routes. We are easy twenty-five to thirty yards a day. you know
18:26
to thirty yards a day. you know that’s what I expected and my
18:27
that’s what I expected and my drive times were no more than
18:30
drive times were no more than four to 5 minutes between
18:32
four to 5 minutes between yards. So that’s where
18:33
yards. So that’s where everything was optimized and
18:34
everything was optimized and we’re to understand that hey,
18:36
we’re to understand that hey, this is not easy. This is a
18:38
this is not easy. This is a business like is this gonna
18:40
business like is this gonna take effort for you to do this
18:42
take effort for you to do this so I told me to kinda counts we
18:44
so I told me to kinda counts we kinda know patterns. Did what
18:45
kinda know patterns. Did what kind of weaving that we did. I
18:47
kind of weaving that we did. I did not we did or did not on We
18:49
did not we did or did not on We we use the edge because we
18:51
we use the edge because we don’t like that gap that forms
18:53
don’t like that gap that forms over time. um I just showed
18:55
over time. um I just showed them basically to clean ups the
18:57
them basically to clean ups the giant cleanups to mulching jobs
18:59
giant cleanups to mulching jobs like everything that has to do
19:00
like everything that has to do with the simple lawn care I
19:01
with the simple lawn care I showed them pictures before and
19:03
showed them pictures before and afters and what kind of work it
19:05
afters and what kind of work it entails and that what they knew
19:06
entails and that what they knew what they’re getting into cuz I
19:09
what they’re getting into cuz I with the Craigslist you get
19:10
with the Craigslist you get everyone. so as you get
19:12
everyone. so as you get everyone so I had uh I had a
19:14
everyone so I had uh I had a couple of females that worked
19:15
couple of females that worked for me that were really really
19:16
for me that were really really good, but I also had some
19:17
good, but I also had some people that you know that
19:17
people that you know that didn’t know what they’re coming
19:19
didn’t know what they’re coming into and that PowerPoint
19:20
into and that PowerPoint immediately told him. Okay.
19:22
immediately told him. Okay. Yeah. This is not a fit for me
19:23
Yeah. This is not a fit for me and I was like yeah. I’m glad
19:25
and I was like yeah. I’m glad that we did have the wasting
19:26
that we did have the wasting time because a PowerPoint is
19:29
time because a PowerPoint is automated. I was in the room
19:29
automated. I was in the room during that power point. I just
19:31
during that power point. I just watch it and then I’ll come
19:33
watch it and then I’ll come back into the room and say hey,
19:33
back into the room and say hey, what’s going on? So how what do
19:35
what’s going on? So how what do you think? and I’m like? Yeah,
19:37
you think? and I’m like? Yeah, this is something I can do and
19:38
this is something I can do and I’m like okay, let’s let’s go
19:39
I’m like okay, let’s let’s go to the back shop and we’ll
19:40
to the back shop and we’ll start the manual test, but at
19:43
start the manual test, but at that point most people we in
19:45
that point most people we in themselves out after the
19:46
themselves out after the PowerPoint like okay, I don’t
19:48
PowerPoint like okay, I don’t think I can keep up with the
19:49
think I can keep up with the Pace II. don’t think uh this is
19:51
Pace II. don’t think uh this is not the position I really want
19:53
not the position I really want to be and. No harm no foul. see
19:56
to be and. No harm no foul. see you later, you know, so they
19:58
you later, you know, so they thought that I can do this real
20:01
thought that I can do this real quick and not waste my time not
20:03
quick and not waste my time not wasting time. That’s the most
20:04
wasting time. That’s the most important time is the most
20:05
important time is the most important. everyone knows that
20:07
important. everyone knows that Jeremy you mentioned that
20:08
Jeremy you mentioned that something kind of in passing
20:09
something kind of in passing there. That’s really impressive
20:10
there. That’s really impressive that I’d like you to talk about
20:12
that I’d like you to talk about you said that you guys had your
20:13
you said that you guys had your drive time down to no more than
20:16
drive time down to no more than four or 5 minutes between
20:17
four or 5 minutes between properties. Can you talk about
20:19
properties. Can you talk about how you guys built that entity?
20:21
how you guys built that entity? So first? it’s it’s uh it’s
20:24
So first? it’s it’s uh it’s picking and choosing your yards
20:24
picking and choosing your yards right. It’s people calling you
20:26
right. It’s people calling you all the time like let me hey.
20:27
all the time like let me hey. can you put me on your schedule
20:28
can you put me on your schedule if you were not in one of my
20:30
if you were not in one of my Monday? Optimize routes and
20:32
Monday? Optimize routes and that little area you’re not in
20:35
that little area you’re not in it and we did in those routes
20:38
it and we did in those routes by nine rounds. I think I got
20:39
by nine rounds. I think I got that from you, Mike is do not
20:40
that from you, Mike is do not around. I can’t yeah. that was
20:42
around. I can’t yeah. that was originally you gotta give a
20:43
originally you gotta give a credit to John Potion was the
20:45
credit to John Potion was the father of nine rounds. Uh we
20:47
father of nine rounds. Uh we kinda put our own little spin
20:48
kinda put our own little spin and I think we actually made it
20:49
and I think we actually made it twelve rounds. uh oh just to
20:51
twelve rounds. uh oh just to kinda get a little a little
20:52
kinda get a little a little deeper in there but um but
20:54
deeper in there but um but yeah, Jonathan it’s John came
20:56
yeah, Jonathan it’s John came up with his company city turf
20:57
up with his company city turf and uh you may have also got
20:59
and uh you may have also got reinforcement that and service.
21:00
reinforcement that and service. Academy as well, but I’ll let
21:01
Academy as well, but I’ll let you kinda talk about the rest
21:03
you kinda talk about the rest of that as well. Um so, yeah,
21:06
of that as well. Um so, yeah, do not do it. Nine rounds is
21:09
do not do it. Nine rounds is definitely the most impactful
21:10
definitely the most impactful way to identify those yards um
21:13
way to identify those yards um after doing nine rounds, I mean
21:15
after doing nine rounds, I mean marketing lawn care is not
21:16
marketing lawn care is not tricky, then my eyes cuz
21:18
tricky, then my eyes cuz marketing or anything in
21:20
marketing or anything in marketing in a big aspect. It
21:22
marketing in a big aspect. It costs a lot of money in the
21:23
costs a lot of money in the market. It’s it’s not cheap to
21:25
market. It’s it’s not cheap to market market your brand
21:27
market market your brand properly, especially if you
21:28
properly, especially if you don’t have a brand and you’re
21:29
don’t have a brand and you’re not marketing really anything
21:30
not marketing really anything you don’t have. you know you’re
21:32
you don’t have. you know you’re not connected to the to the
21:33
not connected to the to the community you’re. Anything for
21:35
community you’re. Anything for our community, you’re not
21:36
our community, you’re not sending out informational stuff
21:38
sending out informational stuff like marketing is kinda hard in
21:39
like marketing is kinda hard in the long side so between nine
21:42
the long side so between nine rounds and a lot of Facebook
21:44
rounds and a lot of Facebook that I think that’s where I
21:45
that I think that’s where I think that’s where I got the
21:46
think that’s where I got the Facebook stuff now. Facebook is
21:48
Facebook stuff now. Facebook is definitely helpful because I
21:50
definitely helpful because I think my you showed me that I
21:51
think my you showed me that I could, I can mow your yard post
21:53
could, I can mow your yard post a picture of the yard and then
21:54
a picture of the yard and then optimize my ad around that yard
21:58
optimize my ad around that yard and it’s been like you know
21:59
and it’s been like you know Fifty Bucks, which is a pretty
22:01
Fifty Bucks, which is a pretty significant amount of the
22:02
significant amount of the Facebook marketing at that
22:03
Facebook marketing at that time, and I can just. Those
22:07
time, and I can just. Those people right in that
22:07
people right in that neighborhood continuously and
22:08
neighborhood continuously and they can see my art and they’ll
22:09
they can see my art and they’ll drop pass and be like. Oh,
22:11
drop pass and be like. Oh, that’s the yard. I saw you know
22:13
that’s the yard. I saw you know that’s awesome and then I’ll
22:13
that’s awesome and then I’ll get a nine around and so like
22:15
get a nine around and so like you need about. I think the
22:17
you need about. I think the statistic was like seven to
22:18
statistic was like seven to eight touch points before
22:19
eight touch points before someone says yes. And that’s
22:21
someone says yes. And that’s where um it it took it took a
22:24
where um it it took it took a while, But then there’s there’s
22:25
while, But then there’s there’s there’s the densify and once
22:27
there’s the densify and once you have 25 yards in a row that
22:29
you have 25 yards in a row that you’re melon by 5 o’clock
22:32
you’re melon by 5 o’clock that’s when the good stuff
22:33
that’s when the good stuff happens and then you can take
22:34
happens and then you can take it a step. Doing a budget of
22:36
it a step. Doing a budget of hours that’s when the real fun
22:38
hours that’s when the real fun stuff has to happen for your
22:39
stuff has to happen for your crew, but uh that’s uh we’ll go
22:42
crew, but uh that’s uh we’ll go into that later. Yeah. So I
22:43
into that later. Yeah. So I just I mean it was it was
22:45
just I mean it was it was unbelievable like I would
22:46
unbelievable like I would literally just laid out to
22:47
literally just laid out to Jeremy and he just trusted the
22:49
Jeremy and he just trusted the process and followed it between
22:50
process and followed it between simple growth and academy like
22:51
simple growth and academy like these guys are just they were
22:53
these guys are just they were doers. They didn’t necessarily
22:55
doers. They didn’t necessarily question it. They just went out
22:56
question it. They just went out and executed and they executed
22:58
and executed and they executed once at work, they just
22:59
once at work, they just continued to double down. so
23:00
continued to double down. so just kind of uh you know kinda
23:02
just kind of uh you know kinda Cinderella story. I mean it’s
23:03
Cinderella story. I mean it’s just unbelievable. you don’t
23:03
just unbelievable. you don’t find most entrepreneurs just
23:05
find most entrepreneurs just trusting the process and going
23:06
trusting the process and going at it um but I think that’s
23:07
at it um but I think that’s part of like your guys’s
23:09
part of like your guys’s success just outside of
23:09
success just outside of grinding it out, but literally
23:10
grinding it out, but literally just. Sticking to a process and
23:14
just. Sticking to a process and consistently doing it and I’ll
23:15
consistently doing it and I’ll be some of the Facebook things
23:15
be some of the Facebook things have changed over the years.
23:17
have changed over the years. but back in the day, I mean
23:18
but back in the day, I mean that was kind of the approach
23:20
that was kind of the approach so absolutely so as you kinda
23:23
so absolutely so as you kinda went into that um can you mind
23:24
went into that um can you mind just kinda diving in um how you
23:27
just kinda diving in um how you actually went out and sold that
23:28
actually went out and sold that business and then we’ll talk
23:29
business and then we’ll talk about how you jump in the next
23:31
about how you jump in the next industry. Yeah, for sure. so
23:33
industry. Yeah, for sure. so first before I saw the ad to
23:35
first before I saw the ad to make sure everything was pretty
23:38
make sure everything was pretty much turn key. So, of course,
23:39
much turn key. So, of course, the easiest turnkey was
23:41
the easiest turnkey was scheduling scheduling was
23:42
scheduling scheduling was always automated onto my iPads.
23:43
always automated onto my iPads. Everything was easy on that
23:44
Everything was easy on that end. Pricing my I love my
23:49
end. Pricing my I love my pricing. My pricing was huge
23:50
pricing. My pricing was huge with service Autopilot, so I
23:52
with service Autopilot, so I actually had a call from my
23:53
actually had a call from my admin lady where the call come
23:55
admin lady where the call come in and she’ll say hello. It’s
23:57
in and she’ll say hello. It’s my landscape, but I’m looking
23:58
my landscape, but I’m looking for a price when you come out.
23:59
for a price when you come out. Oh no ma’am. I can measure
24:00
Oh no ma’am. I can measure right now and give you a price
24:01
right now and give you a price over the phone and so I had a
24:03
over the phone and so I had a whole script where she can talk
24:05
whole script where she can talk on the phone and within 5
24:06
on the phone and within 5 minutes, you’ll have a price in
24:08
minutes, you’ll have a price in their email box that said,
24:10
their email box that said, $45.17 cuz it was 2¢ on the
24:13
$45.17 cuz it was 2¢ on the price. matrix right mm hmm. And
24:13
price. matrix right mm hmm. And so that means what. I gotta
24:15
so that means what. I gotta give you credit for like we
24:16
give you credit for like we just we did the numbers and I
24:17
just we did the numbers and I was like dude what the numbers
24:19
was like dude what the numbers are you just do it not
24:20
are you just do it not emotionally and you just like
24:20
emotionally and you just like alright cool. We don’t need to
24:21
alright cool. We don’t need to round it up like it’s it was
24:23
round it up like it’s it was kinda cool like well. I can
24:24
kinda cool like well. I can just tell me what it is what it
24:25
just tell me what it is what it is. That’s your exact price to
24:26
is. That’s your exact price to your square foot price. That is
24:28
your square foot price. That is your exact square footage, and
24:29
your exact square footage, and that was a talking point on the
24:31
that was a talking point on the phone because if you don’t want
24:32
phone because if you don’t want that period to be like, oh
24:32
that period to be like, oh well, let me measure it out.
24:35
well, let me measure it out. and then you know, okay. Here’s
24:36
and then you know, okay. Here’s like it took a minute for you
24:39
like it took a minute for you to measure it out. You don’t
24:40
to measure it out. You don’t wanna know the house and
24:40
wanna know the house and everything you want the right
24:42
everything you want the right square footage of that home and
24:43
square footage of that home and um, but yeah. Always ask me
24:45
um, but yeah. Always ask me well, Jeremy didn’t you get bit
24:46
well, Jeremy didn’t you get bit the butt by you know overgrown
24:48
the butt by you know overgrown grass. I mean one time I ever
24:50
grass. I mean one time I ever got grass. I gotta kill
24:52
got grass. I gotta kill somebody you know it might take
24:53
somebody you know it might take the guys fifteen more minutes
24:54
the guys fifteen more minutes to do it, but that’s a weekly
24:57
to do it, but that’s a weekly lawn care company our lawn care
24:59
lawn care company our lawn care uh guy on a credit card and
25:00
uh guy on a credit card and that’s cash flow to my that’s
25:03
that’s cash flow to my that’s cash all day long. So that’s
25:05
cash all day long. So that’s where I um III really wanted
25:08
where I um III really wanted that cash to be as high as
25:10
that cash to be as high as possible. Right. That’s all
25:11
possible. Right. That’s all what you really want on the
25:12
what you really want on the price Our price range is.
25:15
price Our price range is. Literally spent at the longest
25:17
Literally spent at the longest it took me about 8 hours 1 day
25:19
it took me about 8 hours 1 day to just get that price matrix
25:21
to just get that price matrix right right and so people would
25:23
right right and so people would call in don’t measure out the
25:24
call in don’t measure out the yard and by the end of the
25:25
yard and by the end of the conversation, they have a price
25:26
conversation, they have a price in their inbox like Holy
25:28
in their inbox like Holy Smokes. This is amazing you
25:30
Smokes. This is amazing you already priced out my yard. I
25:32
already priced out my yard. I hey, I can put you on Wednesday
25:34
hey, I can put you on Wednesday schedule and that sound good.
25:36
schedule and that sound good. It’s mine. Now you put your
25:37
It’s mine. Now you put your Wednesday and it looks like
25:37
Wednesday and it looks like they’re gonna be there around
25:39
they’re gonna be there around like 4 o’clock. How’s that
25:40
like 4 o’clock. How’s that sound you’re like. Oh yeah,
25:41
sound you’re like. Oh yeah, let’s do that And so it was a
25:43
let’s do that And so it was a super. Smooth conversation all
25:46
super. Smooth conversation all the way through and then
25:48
the way through and then deliver that and it’s not a you
25:50
deliver that and it’s not a you just live in the price most
25:51
just live in the price most people that came and get prices
25:52
people that came and get prices out because if they’re too busy
25:54
out because if they’re too busy and so that’s where we’re
25:55
and so that’s where we’re really quick and automated
25:57
really quick and automated giving out prices on that side
25:58
giving out prices on that side of things um the next thing
26:02
of things um the next thing that’s most important is of
26:03
that’s most important is of course, hiring and firing I can
26:05
course, hiring and firing I can talk about. we already went
26:06
talk about. we already went over that hiring a fire. That’s
26:07
over that hiring a fire. That’s this business. I went to prom
26:09
this business. I went to prom with fifty employees easy. You
26:11
with fifty employees easy. You know, I think everyone can
26:13
know, I think everyone can relate to. That’s where people
26:14
relate to. That’s where people are just some. Are not
26:17
are just some. Are not expecting the the day-to-day
26:17
expecting the the day-to-day grind of lawn care, which is
26:20
grind of lawn care, which is okay cuz it’s definitely a
26:21
okay cuz it’s definitely a grind every single day, but if
26:22
grind every single day, but if you can get the higher and fire
26:24
you can get the higher and fire down, that’s I would say the
26:25
down, that’s I would say the majority of the the the hard
26:27
majority of the the the hard parts of lawn care the labs um
26:31
parts of lawn care the labs um after that, let’s see it’s
26:33
after that, let’s see it’s scheduling leads and marketing
26:38
scheduling leads and marketing I don’t necessarily wasn’t
26:39
I don’t necessarily wasn’t really concerned with it cuz
26:40
really concerned with it cuz we’re such a stable. I think
26:41
we’re such a stable. I think we’re building out like right
26:42
we’re building out like right at this point like 384 hundred
26:45
at this point like 384 hundred very consistently a year
26:46
very consistently a year annual. So we’re and we’re
26:49
annual. So we’re and we’re doing it with ease. We’re very
26:51
doing it with ease. We’re very automated. There’s no there’s
26:51
automated. There’s no there’s not a lot of hiccups going on
26:54
not a lot of hiccups going on everything was very smooth as
26:55
everything was very smooth as we we really enjoyed that. so
26:57
we we really enjoyed that. so once I knew I had that all set
26:59
once I knew I had that all set up, then I went to mic and ask
27:02
up, then I went to mic and ask them. Hey how do II don’t I
27:04
them. Hey how do II don’t I value this business? I really
27:06
value this business? I really don’t understand how to value
27:07
don’t understand how to value it. I was like I don’t I don’t
27:08
it. I was like I don’t I don’t know what the true value is cuz
27:09
know what the true value is cuz it’s all volatile. It’s like if
27:11
it’s all volatile. It’s like if if if you bought my locker,
27:12
if if you bought my locker, Cody, they might not like your
27:14
Cody, they might not like your hair. They might just buy you
27:15
hair. They might just buy you because your hair or something
27:17
because your hair or something like you know they you don.
27:18
like you know they you don. What’s gonna happen when you
27:20
What’s gonna happen when you sell the company right? so the
27:22
sell the company right? so the the yard itself you had the
27:24
the yard itself you had the value pretty um competitively I
27:28
value pretty um competitively I would say, and that’s where my
27:29
would say, and that’s where my help me a lot, he said. Hey,
27:30
help me a lot, he said. Hey, this is what I’ll do. I’ll take
27:31
this is what I’ll do. I’ll take a billings tons of about this
27:33
a billings tons of about this number. I’ll take your assets.
27:34
number. I’ll take your assets. you know if you wanna make a
27:35
you know if you wanna make a mark on your assets so be it,
27:38
mark on your assets so be it, but we basically took our
27:39
but we basically took our assets um took our monthly
27:41
assets um took our monthly billings times by either two or
27:43
billings times by either two or three. I can’t remember and
27:44
three. I can’t remember and then um create this number and
27:46
then um create this number and it was a nice. It wasn’t a. It
27:48
it was a nice. It wasn’t a. It was a nice six-figure number
27:50
was a nice six-figure number and we took it to the market
27:52
and we took it to the market and this told people about it
27:53
and this told people about it and say hey, we have a company
27:56
and say hey, we have a company That’s and this one service
27:56
That’s and this one service Autopilot. This is four or 5
27:58
Autopilot. This is four or 5 years ago This one service is
27:59
years ago This one service is not kicking off and get really
28:00
not kicking off and get really really good traction through
28:02
really good traction through the lawn care company so people
28:03
the lawn care company so people all over the nation are
28:04
all over the nation are starting to understand Whats
28:06
starting to understand Whats Autopilot was uh and so we were
28:08
Autopilot was uh and so we were one of the first companies or
28:09
one of the first companies or probably the first company here
28:11
probably the first company here in Memphis to truly use service
28:13
in Memphis to truly use service on a part of the way that
28:14
on a part of the way that intended to use have it already
28:16
intended to use have it already template it out and then show
28:17
template it out and then show it to this next. This is how
28:20
it to this next. This is how you’re supposed to use it and
28:21
you’re supposed to use it and if you don’t use it, you just
28:23
if you don’t use it, you just lose now on the benefits from
28:25
lose now on the benefits from it. Yeah. So it’s it’s a couple
28:28
it. Yeah. So it’s it’s a couple of interruptions to be here,
28:30
of interruptions to be here, but we knew that was probably
28:31
but we knew that was probably gonna happen, but I appreciate
28:32
gonna happen, but I appreciate you breaking that I know if I
28:32
you breaking that I know if I missed any of that, but um now
28:34
missed any of that, but um now that you’ve kinda sold this
28:36
that you’ve kinda sold this lawn care company journey now
28:37
lawn care company journey now you’ve moved over to the
28:37
you’ve moved over to the contractor, Pro and one of the
28:39
contractor, Pro and one of the things I wanted to hit on um
28:40
things I wanted to hit on um obviously you probably for the
28:42
obviously you probably for the rest of this interview, but
28:43
rest of this interview, but you’ve talked about how you use
28:44
you’ve talked about how you use service Autopilot and uh
28:47
service Autopilot and uh Jonathan or maybe even Jason
28:48
Jonathan or maybe even Jason Cop on one of the um I think
28:51
Cop on one of the um I think yeah you guys. yeah a lot of
28:52
yeah you guys. yeah a lot of the cups uh but it was a
28:55
the cups uh but it was a customer centric model and
28:56
customer centric model and that. Help you actually uh with
29:00
that. Help you actually uh with contractor pro, so would you
29:01
contractor pro, so would you mind just dialing in what that
29:03
mind just dialing in what that customer centric model? Look
29:05
customer centric model? Look like and how uh you took some
29:07
like and how uh you took some of those winnings out of
29:08
of those winnings out of service Autopilot Academy apply
29:09
service Autopilot Academy apply it to not only your lawn care
29:10
it to not only your lawn care business, but actually your
29:12
business, but actually your secondary contracting business
29:13
secondary contracting business um so whether you’re in lawn
29:14
um so whether you’re in lawn care and pest control home
29:16
care and pest control home remodeling um some of the
29:17
remodeling um some of the things we’re talking about are
29:18
things we’re talking about are really service business centric
29:21
really service business centric and we know it doesn’t matter
29:22
and we know it doesn’t matter um so you kind of breaking that
29:24
um so you kind of breaking that down and then we’ll kinda uh
29:26
down and then we’ll kinda uh tie. Uh how how you moved in to
29:28
tie. Uh how how you moved in to the contracting business and uh
29:31
the contracting business and uh maybe even hit on a little
29:32
maybe even hit on a little social media at the end, if
29:32
social media at the end, if you’ve got to for sure so uh I
29:36
you’ve got to for sure so uh I remember it was Jason. I’m
29:38
remember it was Jason. I’m pretty sure I had I had the the
29:40
pretty sure I had I had the the service of the academy sheet at
29:42
service of the academy sheet at my desk at my office still of
29:44
my desk at my office still of this exact um well that
29:45
this exact um well that resonated so well with any
29:47
resonated so well with any service industry. This is like
29:48
service industry. This is like like I said this should go with
29:49
like I said this should go with any service industry out there
29:51
any service industry out there um the model that Jason was
29:53
um the model that Jason was saying, is that every business
29:54
saying, is that every business model is typically you know a
29:56
model is typically you know a big old triangle with the CEO
29:57
big old triangle with the CEO at the top. CFO admin uh labor
30:02
at the top. CFO admin uh labor and then you got your employer
30:02
and then you got your employer or not employees your customers
30:03
or not employees your customers at the bottom. Well, Jason had
30:06
at the bottom. Well, Jason had this interesting concept of not
30:08
this interesting concept of not an interesting, but it’s very
30:10
an interesting, but it’s very logical. I switched that
30:11
logical. I switched that triangle upside down where
30:14
triangle upside down where customers are at the top now
30:14
customers are at the top now and so everything is revolved
30:16
and so everything is revolved around the customer’s
30:17
around the customer’s experience and if you give the
30:20
experience and if you give the customer a awesome seamless
30:22
customer a awesome seamless experience, they’re gonna
30:23
experience, they’re gonna recommend you if you get
30:25
recommend you if you get referrals that everyone knows
30:26
referrals that everyone knows word of mouth is the most
30:27
word of mouth is the most powerful way to do business.
30:29
powerful way to do business. word of mouth is amazing so
30:30
word of mouth is amazing so with customers. We know we
30:35
with customers. We know we strictly just wanted the from
30:36
strictly just wanted the from the call when the call comes in
30:39
the call when the call comes in for someone is being called
30:39
for someone is being called nine to five or eight to five.
30:42
nine to five or eight to five. That call is being answered
30:43
That call is being answered when I calls answer it needs to
30:44
when I calls answer it needs to be logged in to log
30:46
be logged in to log appropriately needs to have the
30:47
appropriately needs to have the conversation that was said uh
30:49
conversation that was said uh Dayton needs to be set for the
30:50
Dayton needs to be set for the estimate whatever it may be it
30:52
estimate whatever it may be it needs to be all log and track
30:53
needs to be all log and track right once it’s all on the
30:55
right once it’s all on the track the the point set for
30:57
track the the point set for Thursday at 10 o’clock AM My
30:59
Thursday at 10 o’clock AM My admin office is doing a follow
31:00
admin office is doing a follow up call on Wednesday and say
31:01
up call on Wednesday and say hey are we still good for
31:03
hey are we still good for Thursday at 10 AM? Yes. we’re
31:04
Thursday at 10 AM? Yes. we’re still good great. Well. Jeremy
31:05
still good great. Well. Jeremy is gonna be out there at 10
31:06
is gonna be out there at 10 o’clock right. And then I go
31:07
o’clock right. And then I go out there on Thursday at 10
31:09
out there on Thursday at 10 o’clock. even when I’m heading
31:10
o’clock. even when I’m heading there, I call it again and I
31:11
there, I call it again and I said, Hey, I just wanna make
31:13
said, Hey, I just wanna make sure that you don’t have an
31:15
sure that you don’t have an emergency with the kids this
31:15
emergency with the kids this morning or just wanna make sure
31:17
morning or just wanna make sure you’re still good this morning
31:18
you’re still good this morning for our 10 o’clock appointment
31:19
for our 10 o’clock appointment for the for for the long and
31:21
for the for for the long and then when we get to the lawn or
31:23
then when we get to the lawn or get to the house at 10 AM,
31:25
get to the house at 10 AM, we’ll do an appointment, We’ll
31:26
we’ll do an appointment, We’ll log that appointment back into
31:27
log that appointment back into the system so everything is
31:30
the system so everything is tracked everything is
31:31
tracked everything is everything there’s no lead that
31:32
everything there’s no lead that comes through our system that
31:35
comes through our system that was falling through the cracks
31:35
was falling through the cracks and that’s again about. Service
31:37
and that’s again about. Service If you’re a customer and you
31:39
If you’re a customer and you fall through the crack, you
31:40
fall through the crack, you feel like it’s a significant
31:41
feel like it’s a significant and you’re like. Oh this
31:41
and you’re like. Oh this company doesn’t care about me
31:43
company doesn’t care about me it’s not that we don’t care.
31:45
it’s not that we don’t care. It’s that you’re just your
31:47
It’s that you’re just your systems aren’t updated enough
31:48
systems aren’t updated enough or you’re just not organized
31:50
or you’re just not organized enough to get every customer
31:52
enough to get every customer capture that customer and if
31:53
capture that customer and if you can’t capture you know
31:55
you can’t capture you know three out of five, that’s a big
31:57
three out of five, that’s a big deal because three out of five
31:58
deal because three out of five people are gonna say yeah, I
31:59
people are gonna say yeah, I didn’t even get a price from
32:00
didn’t even get a price from them. They didn’t give me a
32:01
them. They didn’t give me a call back and set an
32:02
call back and set an appointment with me. I’m like
32:03
appointment with me. I’m like that’s interesting. well they
32:04
that’s interesting. well they came on. They came out right
32:05
came on. They came out right out of time and gave me a price
32:07
out of time and gave me a price that day. So if you have a. Get
32:10
that day. So if you have a. Get organized system, You’re gonna
32:10
organized system, You’re gonna be able to get every single
32:12
be able to get every single customer the same experience if
32:14
customer the same experience if you can give everyone the same
32:14
you can give everyone the same experience. that’s what really
32:16
experience. that’s what really matters because if you can’t
32:17
matters because if you can’t get on the same experience,
32:18
get on the same experience, everyone’s gonna have this this
32:20
everyone’s gonna have this this wishy-washy reviews and now you
32:22
wishy-washy reviews and now you don’t have a reputable company.
32:23
don’t have a reputable company. Yeah, but it comes on the
32:25
Yeah, but it comes on the training and everyone knows
32:26
training and everyone knows training is the hardest thing
32:27
training is the hardest thing to do training is extremely
32:29
to do training is extremely hard so what did y’all’s
32:30
hard so what did y’all’s training process? look like to
32:32
training process? look like to like really drill that culture
32:34
like really drill that culture of excellence into uh your
32:36
of excellence into uh your admin staff um? Was. For us
32:41
admin staff um? Was. For us everyone that was in the house
32:44
everyone that was in the house like we we we assign lanes so
32:45
like we we we assign lanes so I’m gonna sign the sales. We
32:48
I’m gonna sign the sales. We have a marketing plan. We have
32:49
have a marketing plan. We have a production line. We have an
32:50
a production line. We have an admin line. We have a back
32:52
admin line. We have a back office line so luckily for me,
32:54
office line so luckily for me, everyone was already so good at
32:55
everyone was already so good at their lane and there’s really
32:56
their lane and there’s really no training needed for for
32:58
no training needed for for those people in place right
32:59
those people in place right now. the training that is need
33:01
now. the training that is need to be implemented now is
33:03
to be implemented now is necessary just for every
33:05
necessary just for every position so every every
33:06
position so every every position we’re trying to
33:08
position we’re trying to document what they do and have
33:09
document what they do and have it on a piece of paper and have
33:10
it on a piece of paper and have it on video or something like
33:11
it on video or something like that and store it. You know it
33:12
that and store it. You know it takes time. That is not easy to
33:15
takes time. That is not easy to come by especially when you
33:18
come by especially when you have you know when you get to
33:19
have you know when you get to the office, you think you’re
33:20
the office, you think you’re gonna have this great, you know
33:21
gonna have this great, you know organized day and then you get
33:22
organized day and then you get there and this person calls
33:23
there and this person calls this person calls. They have
33:25
this person calls. They have this email and in this fire
33:26
this email and in this fire happen. so like it’s hard to
33:28
happen. so like it’s hard to get organized and and create
33:30
get organized and and create this training manuals but as
33:31
this training manuals but as for training right now, we’re
33:33
for training right now, we’re doing more so like ride along
33:35
doing more so like ride along in just watching and we’re
33:36
in just watching and we’re trying to spend as much time
33:37
trying to spend as much time and educating the guys we can
33:39
and educating the guys we can pour into them and as we’re
33:40
pour into them and as we’re doing that we’re trying to
33:42
doing that we’re trying to document this stuff so that way
33:43
document this stuff so that way eventually we just had uh a
33:44
eventually we just had uh a hand manual here here it is for
33:46
hand manual here here it is for the for the contract and For a
33:48
the for the contract and For a lawn care, that’s pretty
33:51
lawn care, that’s pretty relatively easy cuz you just
33:52
relatively easy cuz you just you can create photos and say
33:52
you can create photos and say this is how I want you to read
33:54
this is how I want you to read it and put a picture right
33:55
it and put a picture right there for a real salesmanship
33:57
there for a real salesmanship that we do retail sales is a
33:59
that we do retail sales is a whole different story and then,
34:00
whole different story and then, of course we are so that’s a
34:02
of course we are so that’s a whole another training that you
34:04
whole another training that you need to do but um, but it’s
34:08
need to do but um, but it’s imperative that you have some
34:08
imperative that you have some sort of training cuz we don’t
34:09
sort of training cuz we don’t have any type of training
34:10
have any type of training you’re not pointing the actual
34:12
you’re not pointing the actual model or kinda brand that
34:14
model or kinda brand that you’re trying to push out to
34:16
you’re trying to push out to the public like our brand a
34:17
the public like our brand a contractor, a pro kinda like
34:18
contractor, a pro kinda like our Slo. We Our slogan is we we
34:22
our Slo. We Our slogan is we we don’t cut corners. We don’t we
34:24
don’t cut corners. We don’t we don’t We don’t cut corners. We
34:25
don’t We don’t cut corners. We cut grass or something like
34:27
cut grass or something like that. That’s our motto motto
34:29
that. That’s our motto motto simplistic one at contact pro.
34:31
simplistic one at contact pro. We say doing what’s right now?
34:33
We say doing what’s right now? what’s it and that’s because in
34:35
what’s it and that’s because in roofing, it’s very easy to do a
34:37
roofing, it’s very easy to do a very simple little for your fix
34:41
very simple little for your fix versus doing the real hard fix
34:42
versus doing the real hard fix That’s gonna last 25 years and
34:45
That’s gonna last 25 years and no one’s ever gonna know who’s
34:45
no one’s ever gonna know who’s on your roof so we I contract
34:48
on your roof so we I contract pro. We just wanna be known as
34:49
pro. We just wanna be known as again the most professional
34:50
again the most professional most customer. About customer
34:53
most customer. About customer experience, I just wanna make
34:53
experience, I just wanna make sure that everyone gets the
34:55
sure that everyone gets the same exact um treatment in the
34:59
same exact um treatment in the last customer did and if you
35:01
last customer did and if you can do that every single time
35:01
can do that every single time and you really do something
35:03
and you really do something special. but it’s I guess it’s
35:04
special. but it’s I guess it’s hard to deal with people
35:05
hard to deal with people dealing with unpredictable
35:07
dealing with unpredictable things all the time man just
35:09
things all the time man just blown away. I don’t know about
35:10
blown away. I don’t know about you but just the consistency of
35:11
you but just the consistency of driving that purpose and
35:13
driving that purpose and everything else um and just
35:14
everything else um and just kinda know. obviously you’ve
35:15
kinda know. obviously you’ve got a compact to schedule their
35:17
got a compact to schedule their journey but just to kinda bring
35:18
journey but just to kinda bring it home and uh hopefully I can
35:19
it home and uh hopefully I can at least stand the screen here
35:20
at least stand the screen here for a few more minutes um but
35:22
for a few more minutes um but hey we. Today it’s uh it’s a
35:25
hey we. Today it’s uh it’s a weekly from the home base with
35:26
weekly from the home base with the kiddos in the background,
35:27
the kiddos in the background, but uh everybody if it’s
35:29
but uh everybody if it’s watching this uh current time,
35:30
watching this uh current time, I’m sure they can relate. It’s
35:31
I’m sure they can relate. It’s uh things are different but uh
35:34
uh things are different but uh one of the things that isn’t
35:35
one of the things that isn’t different is your consistency
35:37
different is your consistency and one of the things that is
35:39
and one of the things that is very consistent for both
35:40
very consistent for both businesses that I’ve seen at
35:41
businesses that I’ve seen at least and if you’ve just kinda
35:42
least and if you’ve just kinda maybe put some context to your
35:45
maybe put some context to your social media presence So uh I
35:48
social media presence So uh I see a lot of times for
35:49
see a lot of times for contracting pro right now on
35:50
contracting pro right now on top of the roof doing videos.
35:53
top of the roof doing videos. Live talking about the process
35:54
Live talking about the process and especially if the consumer
35:56
and especially if the consumer can’t see what you’re doing up
35:57
can’t see what you’re doing up there, you’re educating what
35:58
there, you’re educating what they should be doing and not
36:00
they should be doing and not necessarily selling a service,
36:01
necessarily selling a service, but you’re just purely
36:02
but you’re just purely educational and you did the
36:03
educational and you did the same thing in the lawn care
36:04
same thing in the lawn care company um but you’re just you
36:06
company um but you’re just you know you’re a creature of
36:08
know you’re a creature of consistency and that’s not a
36:10
consistency and that’s not a normal in in this industry uh
36:12
normal in in this industry uh or in the service industry to
36:14
or in the service industry to begin with so uh I guess it’s
36:15
begin with so uh I guess it’s those are an initial fear of
36:17
those are an initial fear of making this videos and doing it
36:18
making this videos and doing it obviously uh you’re probably
36:20
obviously uh you’re probably watching where you’re stepping
36:21
watching where you’re stepping when you’re walking around on
36:22
when you’re walking around on the roof, making a live video
36:23
the roof, making a live video uh that may add to the
36:25
uh that may add to the viewership who knows yeah.
36:26
viewership who knows yeah. Would you mind just breaking
36:27
Would you mind just breaking down? The high-level theory of
36:30
down? The high-level theory of social media and video, and how
36:32
social media and video, and how does that play into your
36:34
does that play into your service businesses so in social
36:36
service businesses so in social media for me and so we have
36:37
media for me and so we have actually have a lady that’s
36:38
actually have a lady that’s designated just to create a
36:39
designated just to create a Facebook post all the time and
36:41
Facebook post all the time and of course we she did at first
36:43
of course we she did at first to know about anything about
36:44
to know about anything about roofing, but now we’ve educated
36:46
roofing, but now we’ve educated about certain things and every
36:48
about certain things and every piece of content that we wanna
36:49
piece of content that we wanna put out once the educational we
36:50
put out once the educational we don’t wanna force something
36:51
don’t wanna force something like oh Roof today $100 off now
36:54
like oh Roof today $100 off now we want you to be educated so
36:55
we want you to be educated so that way when you call us, we
36:57
that way when you call us, we can then go. A step further and
36:59
can then go. A step further and educate even more and then
37:00
educate even more and then present your product. We wanna
37:02
present your product. We wanna set yourself up with the expert
37:03
set yourself up with the expert level where we are. We are the
37:06
level where we are. We are the top tier experts um, but that’s
37:08
top tier experts um, but that’s when it when it comes to sales.
37:10
when it when it comes to sales. you can do it, you know and I
37:11
you can do it, you know and I can do two different ways. you
37:13
can do two different ways. you can be the salesman that forces
37:14
can be the salesman that forces down your throat and says hey,
37:16
down your throat and says hey, sign up today and 15% off.
37:18
sign up today and 15% off. We’re gonna be a salesman that
37:19
We’re gonna be a salesman that is pure educational that just
37:21
is pure educational that just goes over the degree detail
37:22
goes over the degree detail that way you know every single
37:24
that way you know every single thing that’s going on and then
37:26
thing that’s going on and then you can compare apples to
37:27
you can compare apples to apples everyone else. and
37:28
apples everyone else. and that’s where we. Companies we
37:31
that’s where we. Companies we educate everyone to the degree
37:32
educate everyone to the degree to where when the next roofing
37:33
to where when the next roofing company comes in the next
37:35
company comes in the next window. Guy comes and next
37:37
window. Guy comes and next bathroom guy comes they already
37:39
bathroom guy comes they already know all the knowledge or they
37:39
know all the knowledge or they they probably to retain all of
37:41
they probably to retain all of it, but they know they they
37:42
it, but they know they they retain some of that and they’ll
37:44
retain some of that and they’ll I’ve had customers quiz the
37:45
I’ve had customers quiz the next guy and the next guy
37:46
next guy and the next guy doesn’t know the answer you
37:47
doesn’t know the answer you know and so when that happens
37:49
know and so when that happens you just set yourself up out of
37:51
you just set yourself up out of another level of and we’re
37:53
another level of and we’re typically we’re at the highest
37:53
typically we’re at the highest price but not the lowest price,
37:54
price but not the lowest price, but we’ve we are definitely on
37:57
but we’ve we are definitely on the above average price for
37:58
the above average price for sure, but the next one and
37:59
sure, but the next one and that. I think one of the things
38:02
that. I think one of the things that is, that’s what we talked
38:04
that is, that’s what we talked about in the early days, four
38:05
about in the early days, four or 5 years ago, like we still
38:07
or 5 years ago, like we still at my company, Callahan’s lawn
38:08
at my company, Callahan’s lawn care we’ve been doing it for
38:10
care we’ve been doing it for several years, but that was a
38:12
several years, but that was a success that life cycle
38:13
success that life cycle marketing talking to the
38:15
marketing talking to the consumer where they’re at and
38:16
consumer where they’re at and then educating them on how to
38:17
then educating them on how to do this professional most
38:18
do this professional most service businesses. I’m curious
38:19
service businesses. I’m curious your thought on this is most
38:21
your thought on this is most service are extremely scared to
38:23
service are extremely scared to educate their potential
38:24
educate their potential consumer. How to do the service
38:25
consumer. How to do the service themselves Now Roofing could be
38:26
themselves Now Roofing could be a whole different deal but in
38:28
a whole different deal but in lawn care once you educate
38:28
lawn care once you educate them, there’s really. Barriers
38:30
them, there’s really. Barriers they can go down the home depot
38:32
they can go down the home depot and do it themselves um but you
38:34
and do it themselves um but you took faith in that idea and
38:36
took faith in that idea and really have mastered it in both
38:39
really have mastered it in both businesses um was there any
38:40
businesses um was there any hesitation to actually tell
38:41
hesitation to actually tell your consumer how to do the
38:42
your consumer how to do the service or trying to hire for
38:44
service or trying to hire for or was that actually a
38:46
or was that actually a compounding effect that it
38:47
compounding effect that it sounds like it was it was a
38:48
sounds like it was it was a game changer because now you’ve
38:50
game changer because now you’ve been empowered them to actually
38:51
been empowered them to actually select the most qualified
38:52
select the most qualified business. I think if you’re
38:54
business. I think if you’re nervous, it’s because you’re
38:55
nervous, it’s because you’re not comfortable or not
38:56
not comfortable or not confident that your knowledge
38:57
confident that your knowledge is true. So if your knowledge
38:58
is true. So if your knowledge isn’t true. Speak it, but if
39:00
isn’t true. Speak it, but if you have true knowledge that
39:01
you have true knowledge that you’ve seen with your own eyes
39:03
you’ve seen with your own eyes and you know it works then
39:03
and you know it works then speak it just like if I was a
39:05
speak it just like if I was a mom still and I knew the
39:07
mom still and I knew the science behind phosphorus and
39:08
science behind phosphorus and mulching the grass and I will
39:09
mulching the grass and I will be preaching all day. I’ll say
39:11
be preaching all day. I’ll say hey, this is what you need to
39:11
hey, this is what you need to be doing because the mulching
39:13
be doing because the mulching kit does this is this is the
39:14
kit does this is this is the grass and aggressive can be
39:15
grass and aggressive can be thicker and if you know that
39:17
thicker and if you know that with the bottom of your heart,
39:19
with the bottom of your heart, you know that’s true. That’s
39:20
you know that’s true. That’s true science you can feel free
39:21
true science you can feel free to the world and no one’s gonna
39:23
to the world and no one’s gonna argue that but if you’re ever
39:24
argue that but if you’re ever here like if you’re ever here,
39:26
here like if you’re ever here, don’t know what phosphorus is
39:27
don’t know what phosphorus is you’re over here Speaking about
39:29
you’re over here Speaking about phosphorus and you’re like yeah
39:31
phosphorus and you’re like yeah prosperous in the grass and it
39:31
prosperous in the grass and it decomposes, you’re not gonna be
39:33
decomposes, you’re not gonna be able to speak. Educational side
39:35
able to speak. Educational side of things, so I think it’s all
39:35
of things, so I think it’s all about knowledge if you know the
39:38
about knowledge if you know the knowledge and you know it for
39:39
knowledge and you know it for real, you’re gonna be able to
39:40
real, you’re gonna be able to speak it confidence if you
39:43
speak it confidence if you don’t have the confidence
39:43
don’t have the confidence people are gonna see right
39:44
people are gonna see right there you Yeah. Yeah. Love it
39:46
there you Yeah. Yeah. Love it brother. I can’t thank you
39:47
brother. I can’t thank you enough. Uh we got a third
39:49
enough. Uh we got a third co-host here. Rory Callahan
39:51
co-host here. Rory Callahan just joining the team but um
39:51
just joining the team but um you know brother can’t
39:53
you know brother can’t appreciate it enough. love
39:55
appreciate it enough. love everything you’re doing and uh
39:55
everything you’re doing and uh obviously in contracting pro
39:57
obviously in contracting pro and you gotta tell trip uh the
39:59
and you gotta tell trip uh the SA community myself, especially
40:00
SA community myself, especially from simple Grove says hello uh
40:02
from simple Grove says hello uh but nothing. For you and your
40:04
but nothing. For you and your brother in the future and
40:05
brother in the future and really appreciate uh on a side
40:07
really appreciate uh on a side note having faith in myself and
40:08
note having faith in myself and the simple team in the early
40:09
the simple team in the early years, but um if you’re
40:11
years, but um if you’re watching this, you’re curious
40:12
watching this, you’re curious if you can scale a business to
40:13
if you can scale a business to sell it um and then repeat that
40:16
sell it um and then repeat that success and double down uh
40:18
success and double down uh Jeremy right here is proof that
40:19
Jeremy right here is proof that if you put a process in the
40:20
if you put a process in the system and use a product like
40:22
system and use a product like service Autopilot, uh it’s
40:23
service Autopilot, uh it’s doable. but it’s not just the
40:24
doable. but it’s not just the software. It’s having the
40:27
software. It’s having the ability to put in the time and
40:27
ability to put in the time and follow the process and system
40:29
follow the process and system and be consistent and you’re
40:30
and be consistent and you’re looking at the consistent kid
40:31
looking at the consistent kid right here. so Jeremy you know.
40:34
right here. so Jeremy you know. Um and you know I was telling
40:36
Um and you know I was telling Cody uh if things don’t work
40:38
Cody uh if things don’t work out here in the in the
40:38
out here in the in the contracting business, we’re
40:39
contracting business, we’re gonna do a health and fitness
40:41
gonna do a health and fitness here uh for some health fitness
40:44
here uh for some health fitness and killing it Well, I
40:46
and killing it Well, I appreciate you having me on and
40:47
appreciate you having me on and I think uh if anyone stays
40:49
I think uh if anyone stays consistent and doing what they
40:50
consistent and doing what they wanna do, they’re gonna achieve
40:51
wanna do, they’re gonna achieve those goals but the hardest
40:51
those goals but the hardest thing to do is waking up every
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thing to do is waking up every day and get after it and if you
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day and get after it and if you can do that every single day
40:57
can do that every single day and make a long-term goal and
40:59
and make a long-term goal and shoot for that goal and you’re
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shoot for that goal and you’re you’re gonna get it. That
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you’re gonna get it. That you’re gonna get it, but if you
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you’re gonna get it, but if you do not sit down and make those
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do not sit down and make those goals, you’re never gonna get
41:06
goals, you’re never gonna get anywhere. I’ve learn that from
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anywhere. I’ve learn that from Mike I’ve learned from my
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Mike I’ve learned from my brother. This is not me just as
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brother. This is not me just as a kid saying that I’ve had
41:12
a kid saying that I’ve had amazing mentors and that’s why
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amazing mentors and that’s why I’m here today because of
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I’m here today because of mentors people that have done
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mentors people that have done it and that’s not a kid man, a
41:19
it and that’s not a kid man, a man who is definitely built in
41:21
man who is definitely built in scale the business, but I when
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scale the business, but I when I met you at eighteen, I was
41:24
I met you at eighteen, I was like wow, let’s let’s take
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like wow, let’s let’s take let’s take a jump on this guy
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let’s take a jump on this guy and and and you know the first
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and and and you know the first time I talk to you. I knew
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time I talk to you. I knew you’re the real deal. I knew it
41:30
you’re the real deal. I knew it was a good move to invest some
41:32
was a good move to invest some time and to trust in and
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time and to trust in and actually working with you. I
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actually working with you. I really appreciated Jeremy Cody
41:36
really appreciated Jeremy Cody as always uh my co host Roy
41:38
as always uh my co host Roy will probably definitely not be
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will probably definitely not be back next week, but uh as a
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back next week, but uh as a weekly talk show coming at you
41:43
weekly talk show coming at you Weekly 1 PM eastern 12 PM
41:44
Weekly 1 PM eastern 12 PM Central uh rain shine or kids
41:46
Central uh rain shine or kids in co and we uh we’ll be here
41:48
in co and we uh we’ll be here so big announcement coming up
41:49
so big announcement coming up next week for special Ghost our
41:52
next week for special Ghost our guest uh but we’ll see you next
41:52
guest uh but we’ll see you next week. Thanks again, Jeremy Cody
41:54
week. Thanks again, Jeremy Cody and uh my co host Roy here
41:56
and uh my co host Roy here intermittently jumping in and
41:57
intermittently jumping in and out so if you’re watching or
41:58
out so if you’re watching or listening on the podcast, you
42:00
listening on the podcast, you definitely wanna see the chaos
42:00
definitely wanna see the chaos that has ensued over the last
42:02
that has ensued over the last 45 minutes. We’ll see you again
English (United States) – SA Weekly Talk Show: Jeremy Atkinson