Videos

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hi guys so one of our frequently asked

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question is what is the main menu

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um i like to think of the main menu kind

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of almost as like if you’re on a website

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the menu board across the top

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um so where is your main menu on your

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computer if somebody or if you’re

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engaging with me with a business or

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someone’s engaging with your business

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it’ll be on the on the computer will be

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in messenger these three lines right

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here

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i want to show you also like if they

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just pull up their messenger on the side

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they’re going to see these three lines

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so i’ll show you three different ways

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actually that they can see these three

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different lines um

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okay so like let’s say they had

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messenger opened up they’ll see these

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three lines right here this is our main

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menu

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we’ll talk a little bit more in a second

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what it is if they pulled up messenger

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just in a box on their computer they’ll

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see the three lines here

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and if they’re on their phone let me

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read this they’ll see the three

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the three lines right here um right

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there so in all three places

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it’s going to look exactly the same and

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they’re all going to be in the same

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place

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um let me just pull this back here okay

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so what is the main menus like i said

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it’s kind of like a menu bar across your

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computer

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i feel like it’s kind of like tour guide

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to like when people are coming into your

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bot

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it’s kind of like three quick ways how

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can we help

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and so for example like in our messenger

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chats we build out get a quote because

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of course that’s the

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main reason people come in we have asked

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a question but the third one we have is

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service we provide because that’s a

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little bit more encompassing

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and i’ll take them to our gallery which

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is really

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um again a mini website so let’s take a

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look here what it looks like

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um so if they came into your messenger

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we’re going to go through the mobile

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version just to look at it they came

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into your messenger and they clicked

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these three buttons so they’re going to

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see

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this along the bottom which again

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completely exactly duplicates the three

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right here

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

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they would choose like for example in

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your services we provide

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so this is going to be kind of that mini

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gallery

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and i’ll show you what it looks like

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more here and i want the one thing i

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want to show you is like when you click

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on these buttons

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like it’s across all platforms that

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they’re in so if they were

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on your website and or in your facebook

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and they clicked into your messenger

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they go to their phone it’s going to be

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the same

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see it’s kind of like a gallery of

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services you provide

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your social platforms um more social

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platforms you could have a link to your

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website faqs

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you could have linked to testimonials

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that’s really kind of an

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all-encompassing place for people to be

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um

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if you do or having an estimator in your

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bot you know they can just

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do their quote right here again right

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off your main menu so it makes life easy

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um same on here they could just come

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into your

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on their on their phone and they could

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you get a quote and again like our

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our chats are built and to be mobile

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first

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that that’s where they’re going to get

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the easiest best experience because

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that’s where most people are engaging

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again see how you’re getting

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notifications right from manychat right

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on your phone

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when somebody’s in your chatbot um and

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so

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i did ask a question on that one but if

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i would do

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like get a quote it’s gonna pull up here

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or just get a quote maybe i didn’t push

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get a quote i did not so let’s do it

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over here

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so we ask what service do you want to

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get a quote on

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again if you were for cleaning we would

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just start right into the cleaning there

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so you could put any services that you

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want so really the value though you can

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see it really is a quick synopsis to get

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people in your bot

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into the right places they want to be um

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again you’re

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you’re trying to build an experience

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that’s user most user friendly

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whatever they want to engage with you

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want to be able to provide that to them

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quickly

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um and again it’s a class all platform

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so that’s your main menu

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um or yeah your main me your main menu

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right here there’s a draw delay between

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general messages which we’re going to

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talk about at a later date that’s your

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main menu

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thanks guys

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

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

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have a great day.

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

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you need to share that snippet and everyone has that same

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really helps eliminate that um problem and you can totally

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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love because it brings personal conversation but efficiency so

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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show you.

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

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

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

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

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

06:13
started below So those are the first steps we’ll see you
06:07
do they wanna wanna click helping you add automations to
05:57
name, you know, gives a personality and my business
05:42
Jennifer welcome to simple growth page, helping you add
06:02
welcome to our page and then kind of a call to action. Why
06:10
your business and then finally I tell them to click get
06:16
tomorrow with day two of how to get your um omni-channel
05:55
welcomes them. It uses their personalization their first
05:48
started below. So this is what they’ll see. So I’m pretty
05:45
automation to your business to get your life back. Click Get
05:34
that’s why we wanna always tell them what to do so click get
05:51
happy with that message because it does the essential things it
05:30
congratulations for you for jumping in so we really have to
04:47
to your page. so don’t be afraid to like have fun in this
05:32
be clear with people if they haven’t used it before. so,
05:37
started below save and then you can see what it looks like. Hey
04:51
message right here um or serious whenever you think to
05:22
get started below um one key thing with using Omni-channel
05:12
to get your life back. Nice okay. So that’s our call action
05:04
you add automations and I would actually say to your business
05:18
and then this key part right here always tell them to click
05:26
marketing in messenger is that it’s still really new and
04:38
um you know, like welcome to the sparkly sparkly world or
05:01
to use this is to make sure that they click in so helping
04:57
action who we are and again this is. Kind of what we want
04:54
your business, then like so this is kind of a call to
04:30
client’s had like a rope they have like a
04:41
something like that. The key is really to like set the tone of
04:44
the personality of who your business is when you’re welcome
04:16
like hey Jennifer so they want their first name. then we’re
04:09
personal, so don’t use her last name and don’t use her full
04:11
name really cuz that’s not um you first meet someone that
04:20
just gonna tell them who your pages and you know doesn’t have
03:51
impersonal so we recommend either high or hey there cuz
04:06
put first name full name. Of course we want this to be
04:25
your business. so like I don’t know like some. Our cleaning
03:58
name here. What you’re gonna do is you’ll come down in this box
04:23
to be simple growth. You know you can use your personality of
04:03
right here, squiggly box and click on the sly and you can
03:24
tools. We’re gonna start with our settings. so if you click
03:43
or or something like that. remember if I don’t if they
03:48
just gonna be like if you just have hey, it’s a little
03:55
either one can kinda stand alone and to get this first
03:33
creating text, which is what we wanna set today. so the
03:39
alright the high now some people might wanna do hay there
03:46
came in from a way that we don’t have the first name. It’s
03:36
greeting text again, There’s more pieces. we talked about
03:30
settings and this will be the first thing you see is this
02:47
do it? You’re gonna add the link in the message to um how
03:27
on settings right here it’s gonna take you to general
03:20
linked to different pieces Your dashboard your audience growth
03:03
set amount under the non pro um you, you know you take it
03:17
is kind of right here is like your toolbar really like it’s
03:00
we’ll talk about later in the week, and you can only use a
03:13
So we just it’s $10 a month. we really recommend pro um so this
03:09
of the integrations like text messaging or things like that.
03:07
through the next steps you’re gonna wanna be able to use some
02:56
the pro the pro you know I have different growth tools, which
02:31
so you know. Like other emojis too, But, for this example, I
01:49
sometimes you just know you overlook the obvious so we
02:51
to get to many chat. And we really recommend that you do
02:19
okay, So who we are call to action, which really to call
02:40
have again how many steps we have the high the call to
02:01
don’t like emojis, but really what we’re using emojis emojis
02:22
the actions just telling what you do and then get started but
02:34
just wanted to show you that even simple emojis like arrows
02:44
action, but who you are and get started so four step. how do we
02:11
wanna come in. It’s almost like a call to action here helping
02:26
these emojis really help people’s eyes walk through and
01:47
really realize you gotta click get started. I don’t know why
02:37
are just showing people where you want to go. Alright, so we
01:16
show you what we have here and then I’ll show you.
02:14
you add automation to your to get your life back and then
02:04
here is to like walk your eye through the message you know
02:08
like okay. This is what we do kind of like this is why you
00:30
Coming through your Facebook page they come in through um
01:42
them to get started a lot of people come in and they don’t
01:40
important. you wanna on this last sentence, you wanna tell
00:52
this space here cuz it’s really valuable space. It’s the first
01:37
about your business and then you’re gonna this is really
01:33
so you just wanna tell them you wanna give them one sentence
01:02
Omni-channel marketing. To a channel sales or Omni channel
01:30
place. then we’re gonna tell them like who your business is
01:25
And we have the first name in there and we tell them we
01:58
couple things to notice before. Dive some people like oh, I
01:53
really wanna tell them to like good get started to get in um a
01:28
welcome them to your page. They know that they’re in the right
01:06
communications where we can talk to them and all these
01:13
is real valuable. So what do we wanna include in here? I’ll
00:55
thing they see and we want them to do is to encourage them to
01:08
different places right from me and from your messenger so this
00:34
your website if you have a chat on there and they come in what
00:58
click in because once they’re in, we can kind of move from
00:26
okay. So let’s talk about how people get into your messages.
00:44
called the general message and a group reading text and aunt
00:50
is what people see when they come in and so we wanna use
00:41
look something like this right here in the middle and this is
00:38
is the first thing they see the first thing they see is gonna
00:21
omni-channel marketing set up through man so first step is
00:17
small tools actions to take so you can get your um
00:11
get your omni-channel marketing set up and so we’re gonna go
00:14
through the 5 days this week and give you just small tips or
00:05
you this week five tools to um get your messenger set up to
00:00
Small Business Black Friday or cyber Monday um we wanna give
06:20
marketing. Rolling

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

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

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

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

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

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