Transcript of Automations Demo

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  • Justin Woodford
I just wanted to thank you all for joining and give a little bit of background before I jump into everything.
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So today, I was going to go through.
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Some of my actual, I have a landscaping company.
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I have, I use all of our automations for my landscaping company and I thought the best way to let everyone understand Exactly the value of these things.
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Is to show you that I’m running in my account.
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And the first thing I wanted to do, though, is give just a little bit of background of what we have going on here.
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Ready Business Systems were, Certified Advisor with service autopilot, and we started doing this beginning of 2019.
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And ever since then, we’ve been working hard to get people set up and, service autopilot, building custom automations, helping people get the, the the best use out of service autopilot account because it’s not necessarily the easiest to learn software.
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So, to jump in.
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I’ll show you some of these automations.
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We’re going I’m going to start with the website And I’ll show you.
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I’m going to walk you through these automations and I’m going to show you and I’m actually running in our account.
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And obviously, you can use this to build your own to, come up with your own ideas.
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If you’re interested in using our automation, we have them in the marketplace that you can download, and we can help you install them, so you can worry about running your business.
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So the first one we have here, they’re not all on the marketplace.
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I have running in my landscaping company.
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Salt, I mentioned that when we go through.
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The other thing is because I’m running through my client’s accounts and I have to pause here and there to kind of blur out some information.
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So I can try to keep information confidential as possible.
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Obviously, I can’t be revealing my client cell phone numbers and things like that.
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I’m going to try to blur out as much as I can scroll down here.
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So the first one we have here is our …, which is the …
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Follow up with prospecting.
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So this will follow up with your clients.
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Voicemail bombs if you’re not sure about that or brush over that, or Send Jim, will also send e-mails and text messages.
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So once you send your quote you know, people, it’ll keep following up with your client or lead until they give you a yes or no, or very persistently follows, I’m very valuable.
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There’s last similar stuff like this on the marketplace.
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The difference with ours is, has this prospecting.
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So if people say, If they’re not ready to book now, it will follow up with them in 10 days or 30 days or next spring.
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So it’s just a nice little feature.
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Down here, this customer service automation, this will get you good reviews and again, will, we can install using your account and they just start running, and you don’t have to worry about them and monitor them, make sure they’re all running as they should, but it’s going to e-mail a survey weekly and at the end of each season, asking clients if they’re happy.
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If they are happy, it’s going to send them links to read a review on your Google page or Yelp page, your Facebook page, and it’s gonna offer them a gift card if they do that.
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If they give a bad review, it’s going to immediately text them apologizing.
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Create a task for your manager to follow up with them and if you want it can connect with …
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Or mailed a card and a.
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The card and a gift like gummy bears to apologize for for the work, so very powerful stuff.
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Down here, Office Automation, this one is the big one as well.
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So this one, and you will see these all at work because I jump into the account, but as it is, leads come into the system, it’s going to follow up with them.
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We have what we call a five day sales process, so as soon as a lead comes in, at let the person know, we’re gonna get your quote and five days, it’ll keep e-mailing them kind of sales e-mails, telling them why they should hire us, what, what they should look for in a landscaper, kind of nurture, lead nurturing.
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And then, it will continue to, until the estimate is that.
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So, it will And also remind the manager and we’ll go through that.
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Whoever is the salesperson is in charge of sending these quotes, Just going to keep reminding them, Send the quote, that do tomorrow, etcetera, etcetera.
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So, you’ll see that will not work as well.
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It also handles all the collection.
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So a lot of, a lot in the service autopilot community, a lot of people push this auto pay a credit card, and we do that.
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It’s very powerful.
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You know, I’ve Collections is always an issue and by having a credit card to slow expensive.
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But, if you combine it with automations and make it really easy for people to pay, really takes away a lot of your stress from from making sure you’re getting your money and making sure you have money for payroll each week.
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So we charged credit cards each and every week, and we know we have the money for payroll the following week.
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So this, well, as the credit card expires for if you had to check pears that’s worked in as well.
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So if people aren’t paying on time, it’s going to keep, keep harassing them.
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Maybe.
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Not the best use of words there, but it’s going to keep following up with them, making sure they’re paying their bills and keeping you in the loop with, with information letting you know the status of that as it goes.
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It’s also integrates with …
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With the voicemail bombs for collections if you’d like.
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It also will send a new lead letter.
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You know, weltman clients, thank you cards, that sort of thing.
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It also has routine tasks for whoever handles your administrative tasks within your company.
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And it will make sure that on Mondays or time what they needed to do and create checklist to make sure that they’re doing what they’re supposed to do each and every day.
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I’m moving forward or marketing automation.
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This one goes throughout the year throughout the season.
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So we have six different marketing teams throughout the year.
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So it will send out marketing e-mails regarding certain services.
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For example, right now we’re getting spring cleanups and excellence mowing.
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So everything is focused around this one promotional theme, six times per year.
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So, it will send out postcards that we’ll send out e-mails.
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It will market in every way possible voicemail bombs trying to promote that service.
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It will also create tasks for your office administrator again, to do things that service autopilot.
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Doesn’t do such as posting ads on Craigslist, calling customers and that sort of thing.
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Moving on to another thing it does is if you guys have heard of these 5 or 9 arounds as soon as work is completed during that time of the year.
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So during spring cleanups we have a custom made spring cleanup postcard so during that time of the year as soon as someone completes a spring clean up at a certain property it’s going to automatically promote that spring clean up to all their neighbors so And again when we complete the mowing service is going to promote all the neighbors.
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So very powerful.
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Ahmed Marketing.
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I’ve used all sorts of different direct mail campaigns and I love this Because it’s automated and its hands off and it’s effective and very targeted.
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So better than EDM, anything like that, this has been very effective.
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We also in here we include new homeowners and Realtors.
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So make sure that we’re also building that list of new homeowners because we’ve found that they convert best and we’re always mailing them, and throughout the season, promoting again our spring clean up, mowing molts, that sort of thing.
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Moving on this recruiting automation.
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This one is for, re recruit your applicants.
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So if you’re not currently recruiting constantly marketing for employees, as much as you are for customers, you’re going to run into a problem.
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You can have too much work.
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You’re going to be hiring any Joe Schmo to do the job.
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He’s not gonna do it right, You’re gonna lose your customers.
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So you need to be always marketing your customers as aggressively, excuse me, to your, find employees as aggressively as you are to find your clients.
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So, to keep this inline, this recruiting automation will make sure that any of the, all your leads, that come in the system, which I’ll show you as we, as we continue on, that they’re always being marketed to.
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So, throughout the season, they’re going to be marketed to buy our e-mails and these postcards and voicemail bombs.
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Making sure that there were always at the top of mind.
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So they’re not happy with their job.
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They’re going to get an e-mail coming.
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I’m letting them know, Hey, we’re hiring.
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We have a bonus, and these are strategically set during times of the year, that we know historically that, we need, that, we need help.
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So that’s what district routing automation is about.
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Again, very, very powerful, you turn it on and your phone just going to start ringing with people that are looking for work.
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This, hiring termination automation, this one goes with the recruiting.
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So basically all your applicants comments are hiring termination of your system And they’re gonna be, they’re going to use that leads list that you built to recruit to those people.
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So, having termination is going to make sure that you’re that you’re hiring procedures followed creating tasks as they’re supposed to happen.
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It also, I’ve modified this a bit.
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So, it’s really forcing your procedure to happen.
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It’s hard to block it from happening.
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So, for example, when people fill out a job application, if it goes, if they fill out the question is appropriate and they’re not automatically disqualified based on their answers, like they say, no, I can’t lift £50 are going to be disqualified.
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Because, obviously, you need to build £50, are going to be a landscape.
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So, if they’re, If they’re qualified for the job application, what it’s going to do is, it’s going to automatically text and e-mail them, telling them to calling for a phone interview, Tuesday, or Thursday, which is a way to screen out these applicants a second time.
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So they don’t call, They’re screened out.
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If they do call the office administrator, or whoever is picking up, your phone is going to process that phone interview, otherwise, not doing their job.
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So, it’s not something that’s actively do, and pursue.
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They’re, just gonna have to pick up the phone.
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Pick up the phone to the phone phone, calls them for a job interview.
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That, a second felt the, the phone interview form.
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Once that phone interview form is filled out.
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If the questions, if not disqualified, based on the answers.
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The phone interview form.
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Then it’s going to put them to the next step, which is coming in for in person interview.
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So I admitted to this, my Manager, Lewis, and we need people, I always tell them, listen, we need people who need people to always be hiring, because you’re not going to keep these guys are gonna lose them.
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So what it does, if she, if she fills out the job interview form and they, they qualify, it’s going to automatically tell that person to come in.
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For in person interview, on Friday at 5 0 PM, you get the garage and at the garage it has a cell phone number of my manager.
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So it really forces these things to happen enforces the processes to happen, the way that you want them to happen.
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So that’s what it’s hard germination automation, as these ones I do not have on the marketplace yet, but I may have some, you may see some of them running in my company as I go through these.
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So I’ll just briefly brush on these.
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Are the shutdown winners.
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Startup automation, if you guys have a seasonal business, this will make sure that certain tasks happen as they should and making sure you don’t forget anything.
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It’s really just a list checklist of items for each employee to make sure things happen the way they’re supposed to manage your automation.
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This is, this is again from the manager and making sure that they do, they need to do throughout the year, things we need to look out for a lot of these, excuse me, our to-do’s as well.
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Employee Automation, this is really a culture automation.
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It’s also make sure employees, let that let you know if I come back to work or not, has like layoff instructions.
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It plans company events, so it just tells them, again, it’s not a choice, whether or not as company events can happen, because it’s just going to shoot out e-mails and text messages.
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Let him know that the third Friday this month, we’re playing Paintball so and this goes to the manager as well.
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So it really forces things that happen.
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Dispatch automation, this is simply just, you know, hey we’re coming out to your job this morning to do your mulch.
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Stuff like that.
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Letting them know exactly what’s happening.
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Completed work, this is like care instructions.
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So anything, any services that involves seating Or a fertilizing, anything like that, It’s going to send care instructions, letting them know what they need to do, following up on the work.
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Equipment automation.
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This is built for your equipment.
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The garages again this is mostly just a series of to-do’s during certain times of the year.
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Based on different types of equipment.
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So, there’s tags for different types of equipment in our system and as we tag that equipment, there’s going to be different procedures that need to be followed throughout the year to make sure they’re happening.
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Client went back.
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This is for inactive clients only.
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It’s a marketing campaign, specific, or inactive client, and training automation, this as tasks for training throughout the year.
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So again, these aren’t finalized.
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I have somebody who is running within 8, 5, 5 are along.
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These ones are currently on the marketplace, as you can imagine, a lot of work and get these launched up.
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So down the road, we will be putting the rest of these up, but I want to make sure I finalize them within my company before releasing them on the marketplace.
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So I’m going to jump into everything again.
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I’m asked to take a couple little breaks, just to kind of black things out.
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Because I don’t want to reveal anything that I shouldn’t be for.
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Private clients information.
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Out here, because it’s not that private, because this is my personal account.
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So I have a handful of properties that my landscaping company manages, and a good way to show you this stuff working is to go through the timeline.
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So those are the timeline in service autopilot.
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This is my, my property that they, My landscaping company, maintained for me, so I am a client’s.
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I’m gonna get some of these e-mails that are going out.
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So to start out this this mulching e-mail that went out and this timeline.
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If it was opened here, it’s, it’s promoting them off service.
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And something really cool about this is right here, this click, here.
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So, if you guys aren’t using these custom links within service autopilot, but really cool, because you can use them, An e-mail is everywhere and you can trigger tags.
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So essentially this is going to blast out an e-mail to all of our clients lead, an active clients, and when they click on this, it’s going to apply a tag that quote was requested on mulch based off of this.
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Our office Automation actually will create Task Manager at sediment that five day sales process.
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So if you create a task manager letting them know that, Hey, Our, this client requests a quantum mulch, please give them a quote within five days, at the same time, it’s going to tax the client and say, Hey, Thank you for requesting mulch quote.
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We’ll get back to you in five days So it keeps everything and think that’s going to keep reminding the manager quote, 2 and 3 days due tomorrow.
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And you’ll see that you’ll see that here, and as soon as that quotas or that you do is close, it’s going to stop, stop that process.
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So again, it gives that gives us enough time to kind of prepare this.
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We figured that 5 days 5 business days on Monday through Friday.
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We figured that was a reasonable amount of time for both the client to wait for a quote and for even during the busiest time of year for us to get that quote to them.
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So ideally, you know, the Faculty Senate the better.
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But even so we’re keeping, it’s making sure that line of communication is kept between our, you know, our clients making sure they know exactly what’s going on.
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This next e-mail here, this is a follow-up e-mail, so there’s just estimate follow up.
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But if you’re not using, I know that even have a free one in the marketplace.
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These estimates follow ups are very, very powerful.
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If you to send your estimated, forget it, you’re gonna lose so much work, and it’s so much work to follow up on these.
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So if you can automate this, it’s very simple.
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Build it yourself.
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It’s awesome.
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It really makes sure that you get an answer.
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You want to make sure you get a yes or no either way.
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On the proposal.
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I didn’t want to keep following up with these people.
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They asked for a quote.
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You know, the least they can do is tell you, yes or no.
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So this will keep following up with them.
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Keep sending a link to the proposal here.
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Was that was actually sent some marketing.
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E-mail last Rose.
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Was saying Here’s the final reminder on a follow up.
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Here’s another mulch e-mail.
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This said, I’m not going to do that.
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Sorry, I lost where I was.
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All right, so this here is a text message, this icon.
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So you can see that process I was just explaining.
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These are, this is confirming after they click that link, because I was in my account, I click that I do want the quote on a small service.
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So it’s not let them know a process.
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We process your request.
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And we’re going to touch the next five days.
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This also, this is the, to do the gross and the manager that let them know the client’s request, a quote on notes, then, or quote attached to the client within five days.
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Here’s a, here’s a follow up, is our estimate, follow ups, etcetera.
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So.
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These are mostly just estimate, follow up ones at my account.
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So the next time you go through is our actual message center, and I already blocked this out, and I’ll make sure I don’t want to reveal too much information.
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Good.
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Ok.
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So, I’m not gonna open these messages because I don’t want my office admin to think they were already read.
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So I’m gonna jump down to here, and I’m going to walk through, this is our actual text messages.
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Again, if you guys aren’t using the message center within service autopilot, then I would highly recommend it.
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It works really well, and we started building automation, is whether people are much more likely to respond to a text message, an e-mail.
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But you also have to be careful what you send, because you don’t want to abuse that, because it really gets their attention, if you’re sending everything for them, and they’re gonna get ****** and annoyed.
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And B, that is going to start ignoring your block the number.
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So you only want to send stuff That’s going to be handy that they’re gonna want to respond to actively ambient, top of this important.
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Like you’re coming out that day a dispatch notification, We’re coming to mow your lawn for the first time, they’re gonna want to know stuff like that.
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So anything in here with a question Mark pleaser automation or anything with a picture is sent from an employee’s?
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So these are part of our Office Automation, so the service that you approved on your proposal were added to your account.
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So, and we’ll let you know when that starts with dispatch, people like to know that stuff.
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It’s making sure you’re communicating, and nothing has to be done on your end.
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This all happens programmatically, again.
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So it’s really awesome, really forces this communication to happen, because as soon as the office administrator adds this job as a service to the account, it’s going to let the client know that that was scheduled.
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That they’re kept in touch without really haven’t put any effort, And they loved the communication.
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This is an example, again, this This client had clicked that they wanted A quote on the mulch.
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So it wrote back to them, Let them know that we got your quote.
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It let them know that the cleanup was scheduled to the manager went in and he dispatched the cleanup service, and it left the client know that this was scheduled, and also gives them a chance to reschedule So we do is we put in a generic date.
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It’s not generic.
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But we say, a week of what?
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This does is it gives us flexibility of, You say we’re coming tomorrow.
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If something changes jobs, those over budget, you don’t get to update them every single day.
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By giving week of that gives us a little bit of flexibility.
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So we can come anytime that week would happen without having to update them on the schedule.
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Again.
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This one this spring clean up one.
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This is still a text message automation.
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They can just respond, yes.
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And it will do the same thing.
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This is going to add them a quote out of tags.
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Amounts as, quote, the thatch, and can put them in that sales process.
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A lot of people like this and a lot of people do add on the detached their spring clean up.
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The client responds to this, they wanted to cancel some of this stuff.
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Coronavirus stuff was going on, unfortunately that is affecting our business in some ways, as I’m sure it is for everyone.
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We had he had another server, so I’ll jump past that.
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So that was, this, was one client example.
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I’ll jump through 1 other 1.
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This keeps us from dragged on too long.
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Here’s an estimate follow up right here.
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Here’s a here’s a cart expiring.
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So this, this client’s cars expiring automatically is telling them the call update their cards, the law automated.
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We didn’t have to go in and check that the card is expiring down here, just calling the follow up on my call.
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So what this is, is, we have a voicemail bomb that goes out, that says, that follows up on the proposal as part of estimate follow-up process.
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And then it waits, I think it’s a day, and then it’s going to text and following up again.
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So it’s not, it’s following up on the, on the call, quote, unquote.
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Virtually a voice no bombs or Send Jim, which again, I’m going to jump through that in a minute if you guys aren’t familiar with Send Jim.
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So here we go.
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She finally said, No, she’s not going to do it.
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And then the court will be marked as lost.
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And also, another thing on our estimate follow up is, when a quote was marked as lost, then we send an e-mail saying, if the price was a problem, please let us know.
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We can adjust the scope of work.
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So it’s kinda like, even when we mark the proposal, is lost, we still pursue them a bit.
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Just to give them NaN opportunity to buy from us.
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And once they’re in that, again, they’re always on the marketing.
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So, you bring in a lead.
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Even if they don’t book financial quote with our marketing automation, we’re marketing to, their now on our system, we got them right, where we want them to market to them all throughout the year, and they’re going to buy something eventually.
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Chances are, so, keeping in touch, and continue to market your leads is definitely essential.
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Let’s see.
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I’m just gonna go through, I don’t want to mess.
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There’s a lot of stuff in here, and obviously, everyone’s with different foundations that I just want to give you an idea of exactly how this stuff works.
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Dave, just looking at your message, we haven’t had any, I haven’t heard anything about people trying to call our techs number, and all of our e-mails are specifically mentioned that it’s a text phone number.
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So I don’t, we haven’t really had much of an issue with that, because we make it clear that it’s a text message only.
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Moving on, so this the skier Jimmy.
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Here’s an example of our our new lead intake.
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So thank you for an …
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Request as soon as someone request an estimate on our website.
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So again, I think a lot of people don’t use that.
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You really shouldn’t be using his elite intake form on your website.
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So, with a new form of, especially, It’s pretty easy to do in the marketplace.
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We have a free download the download that form, but what this will do as soon as someone goes to your website and they tighten their information name, phone number address, it’s going to enter them as a lead in your system and tax them and send them in the hotness five Day expectation process.
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This client here, they came in.
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Brand new lead.
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Thank you for your request.
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We process your question.
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That’s in our system.
  • Justin Woodford
We touch the next five days.
  • Justin Woodford
Again, we hadn’t send the quote yet, so we didn’t touch it and three days, and then the quote was finally, e-mail that, same day.
  • Justin Woodford
After three days, instead of your husband e-mail, please check your inbox.
  • Justin Woodford
So, again, that tight line of communication with the client.
  • Justin Woodford
And there’s stuff in here that you’re not seeing, but there were a lot of administrative tasks.
  • Justin Woodford
An administrator, sent in a letter to them.
  • Justin Woodford
She reacted we actually do actual cards.
  • Justin Woodford
She actually writes cards is something I don’t automate hand-written card.
  • Justin Woodford
So surely a task to write the cards being attached, to measure a square footage on the property, and saving the account.
  • Justin Woodford
So she’s basically processing this account as it comes in at all costs associated with that.
  • Justin Woodford
So this guy accepted the quote after he got the e-mail and then we let them know we need your card on file.
  • Justin Woodford
Please check your e-mail to add your card online through the link or give us a call here to undercut over the phone.
  • Justin Woodford
So, just to kind of reflect on what Dave said we do.
  • Justin Woodford
We do give the phone number here because we don’t want them to be texting the call it, trying to call the tax number.
  • Justin Woodford
So, I’m going to bus pass document text messages, and I’m going to go to do List, I’m going to pause sharing my screen for one second, Just don’t wanna make sure I’m not revealing anything to private on the to-do list.
  • Justin Woodford
All right.
  • Justin Woodford
So here’s our to do list.
  • Justin Woodford
These are the text messages that are created through, or, excuse me.
  • Justin Woodford
These are the to-do’s that are created through the automations through already build system automations.
  • Justin Woodford
So this, this guy accepted his proposal, and this is creating a task for us, as administrators are scheduled to work, it’s only telling your schedule to work, because it already checked and make sure she’s a credit card on file.
  • Justin Woodford
If she doesn’t have a credit card on file, it’s going to tell her it would have already automatically pursued that person to get the credit card, or whatever reason they’re not doing it, smart creative tasks for her, to call them and get the credit card.
  • Justin Woodford
So we’re, first going to see if we can automatically get the credit card online, because it’s going to be more efficient and save time.
  • Justin Woodford
If we can’t do that, again, it’s going to ask her to get the credit card.
  • Justin Woodford
But in this case, here, he has a credit card to just telling her to schedule the work on his account.
  • Justin Woodford
And again, what she does scheduled work, it’s going to let the guy knows the services to your account.
  • Justin Woodford
This one is common with just use internally, Price increase automation, I may releases eventually, but this is just every year, on the client’s anniversary date, we make sure everyone’s prices are in line, making, sure we’re getting what we need to on each service.
  • Justin Woodford
This one here.
  • Justin Woodford
This is one of our hiring termination automation, so this, this lead, this applicant, was was disqualified, so, based on, this could be a, can do, for one of several reasons.
  • Justin Woodford
So, on the job application form, which I’m going to show you, if you answered the wrong, if you didn’t answer a question the way we want, it’s gonna automatically disqualify them.
  • Justin Woodford
Excuse me, and it’s going to say, of everyone’s time, once, you disqualified as, can e-mail him, saying, Thank you for a fine.
  • Justin Woodford
We decided to hire someone else to the physician, and it’s gonna create this task for the office administrator to close out this lead because we don’t want to spend money Maryland and postcards and what market to them.
  • Justin Woodford
We already know that he’s disqualified, so, that’s what this is about.
  • Justin Woodford
Also, as he calls them for the phone interview, enhances, the wrong questions and disqualified, or if he doesn’t call onto the phone interviews disqualified.
  • Justin Woodford
So we have all these hoops that they have to jump through their automatic filtering people out.
  • Justin Woodford
First of all of our ads are all over the Internet or on Craigslist and he’d all different online places and they’re all funneling them back.
  • Justin Woodford
The service autopilot specifically says, do not apply through.
  • Justin Woodford
Indeed, for example, do not reply to this phrase with that.
  • Justin Woodford
Applies to this link so that the whole of these guys have to jump to the job applicants before we waste energy on them as if they go to the ad, they have to click the link.
  • Justin Woodford
I mean, it’s not brain science, but you’re going to filter out 50% of Africans just based on that.
  • Justin Woodford
You’re gonna click the link to apply through the website and when it flashes the website, they have to answer that question.
  • Justin Woodford
They then have to offer the phone or view then have to show up for the in person interview.
  • Justin Woodford
It’s making them jump through a lot of holes.
  • Justin Woodford
Do a lot of work to get it, to get a job, just to get an interview with ….
  • Justin Woodford
Anytime on them, we’re going to make sure we already made them jump through a bunch of hoops to make sure they actually want this job.
  • Justin Woodford
And not just clicking apply now, and indeed, and just wasting our time.
  • Justin Woodford
Moving on, this is our training automation, again on the marketplace, yet, but this one is for, these will go throughout the year.
  • Justin Woodford
And we have Google use Google Drive documents with some training handouts.
  • Justin Woodford
These go out throughout the year.
  • Justin Woodford
This one phone interview form, this goes out, again, Job applicant.
  • Justin Woodford
So before he has already gotten the message has come in for an in person interview interview and that’s just laying the administrator know that she should print out the phone and reform the job application and give it to him.
  • Justin Woodford
So you have something to look over during, in person interview.
  • Justin Woodford
Ok, and here’s an example.
  • Justin Woodford
So this guy was instructed the shelf or an in person interview at five PM on Friday.
  • Justin Woodford
So, would you like to hire, and all he has to do is click here as part of our hiring termination automation.
  • Justin Woodford
So, if a narrative, as in person interview, if he likes the guy who’s going to click here, it’s going to hire them this and then create all sorts of tasks ina, and the employee with a welcome packet.
  • Justin Woodford
Letting them know what they have to do to sign up.
  • Justin Woodford
It’s going to create Tasks, an administrator, to set them up on our payroll system.
  • Justin Woodford
The setup as a service autopilot, user makes sure miss anything because I’m sure you guys have been there actually are using this stuff.
  • Justin Woodford
You have checklists for hiring people.
  • Justin Woodford
Make sure these checklists are followed.
  • Justin Woodford
So these people, as if he has an in person interview of this guy wants to hire, I’m always says, Click here, and I’m going to, everything else will be automated, the guy’s going to show up.
  • Justin Woodford
We’re going to have all paperwork ready, we’re going to do a service autopilot, training, et cetera, et cetera, et cetera.
  • Justin Woodford
This year, this to do, phone call follow-up.
  • Justin Woodford
So again, it’s telling her to follow up on this proposal.
  • Justin Woodford
This person didn’t respond to a text messages, e-mails, voice no bomb, so she’s and actually calling, that you can get in touch with the person to follow up.
  • Justin Woodford
This is part of the, the, the five they estimate process.
  • Justin Woodford
And this is for me, I created for myself.
  • Justin Woodford
I want to know if he’s not selling these estimates on time, and we made it very easy for him.
  • Justin Woodford
So, after five days, it’s just letting him know, and this goes out via text message as well.
  • Justin Woodford
I should actually showed you that on the text messages, he, but he gets notified by text messages all the time.
  • Justin Woodford
Proposal was accepted, quote, due tomorrow, for Joe Schmo, et cetera, et cetera.
  • Justin Woodford
He gets constant text message updates.
  • Justin Woodford
I let them know what’s going on within the company.
  • Justin Woodford
But this part here, so, as he can’t get this quote and five days, to do is go in here and click this link and that’s going to let the customer know, hey, I’m really, really busy.
  • Justin Woodford
I’m really sorry.
  • Justin Woodford
We’re going to get it to you as soon as a county in touch.
  • Justin Woodford
So, I’m trying to get him to get in the habit of clicking these links because that’s going to keep the expectation.
  • Justin Woodford
Because, if you say, are coming, you have that quotes on five days and they don’t.
  • Justin Woodford
And, you know, you don’t provide, you know, it doesn’t look that great.
  • Justin Woodford
So, we try to avoid getting to this point but worst-case ago at least let them know why we haven’t got maximum yet.
  • Justin Woodford
Chiu.
  • Justin Woodford
This one here on new leads, so this is what we get from a new leads come into the system.
  • Justin Woodford
Center touch, touch base with client within five days is going to tell them we want lawn mowing.
  • Justin Woodford
Anything they selected on the form on the website.
  • Justin Woodford
And they can quickly, you can quickly send these messages out.
  • Justin Woodford
So.
  • Justin Woodford
If he wants to schedule an estimate that this will send an e-mail to the client letting them know, Hey, I want to schedule an estimate with you.
  • Justin Woodford
This one is going to schedule an estimate, this is kinda push people off if they’re out of the area, is $50 deposit for an estimate, so, this is, you know, make sure people are serious.
  • Justin Woodford
Schedule them.
  • Justin Woodford
No, fee is like, aren’t really hot area.
  • Justin Woodford
I’m going to be there anyway, etcetera, so this will, we’ll schedule it with the client.
  • Justin Woodford
So that’s the to-do list.
  • Justin Woodford
This year is the, is our applicant job application form, so again, this is when we make them jump into, to apply for a job.
  • Justin Woodford
All these questions here are questions to qualify to lead, so when they come in here, if they don’t answer what we want them to on here, it’s going to disqualify them.
  • Justin Woodford
Also, it’s going to win that during the hiring termination automation that’s mass.
  • Justin Woodford
So there are references.
  • Justin Woodford
It’s going to Korea to do for the office administrator.
  • Justin Woodford
It’s gonna list their information right there, You know?
  • Justin Woodford
Here’s the references call them, It’s going to put their shirt size.
  • Justin Woodford
We actually run the application, So sorry, Somewhere in here, there’s a shirt size.
  • Justin Woodford
So if we, So, Right, when we hire them, we already know their shirt size.
  • Justin Woodford
We can have it ready for them.
  • Justin Woodford
So, that’s our job application form.
  • Justin Woodford
All right, so here we have one second.
  • Justin Woodford
So this is a job applicant.
  • Justin Woodford
I think we already went through a lot of this, but it went through us another section, so this is, This is just one of our job applicants showing that to do is in text messages and e-mails that have happened with this guy.
  • Justin Woodford
So, now I’m gonna jump into Send Jim, So Send Jim.
  • Justin Woodford
If you guys aren’t aware, this is its integration list service autopilot.
  • Justin Woodford
And Sarah S autopilot will handle your text messaging, your e-mails, and your to-dos.
  • Justin Woodford
Send Jim will handle physical postcards, it will do the voicemail bombs which are automated voice mails, you can send your clients, it will also send gifts.
  • Justin Woodford
So, it, kinda fill them in service autopilot for the marketing tactics.
  • Justin Woodford
You can’t use the communication You can’t use.
  • Justin Woodford
When?
  • Justin Woodford
The service autopilot integrates, so really?
  • Justin Woodford
Really cool system.
  • Justin Woodford
I would, I would highly recommend it.
  • Justin Woodford
We have here.
  • Justin Woodford
These are the descendants re-using the automation.
  • Justin Woodford
So I’m gonna Bruster those and I’m going to show you that I’m actually going out.
  • Justin Woodford
So, …, our estimate, follow up.
  • Justin Woodford
These are voicemail bombs.
  • Justin Woodford
So it’s really amazing how much you can replicate yourself with these, your record, one voicemail and it goes out forever and ever and ever.
  • Justin Woodford
So, you know, if you just want to check in with a client.
  • Justin Woodford
See how things are going.
  • Justin Woodford
You record that once.
  • Justin Woodford
These people get these voicemails and like July you completely forgot about it and you’re going to call your client into like Hey, just touch base.
  • Justin Woodford
You know things have gone.
  • Justin Woodford
Haven’t talked.
  • Justin Woodford
And awhile.
  • Justin Woodford
Let us know if you need anything.
  • Justin Woodford
It comes across as really thoughtful, and it’s just awesome, because he didn’t want to just happens.
  • Justin Woodford
You replicate yourself.
  • Justin Woodford
And it’s very inexpensive.
  • Justin Woodford
So that’s the one I was just talking about.
  • Justin Woodford
So this is our, our Customer Service Automation.
  • Justin Woodford
So we have, these are just thinking of your voicemail.
  • Justin Woodford
We have a spring check in our best minds to send a gift in July.
  • Justin Woodford
We send cards to everyone in October.
  • Justin Woodford
We have these gummy bear that we send out with a card of people, like again, if they give us a bad review on a service, once a year, up to once a year, or this, this apology card and a gift to apologize for work.
  • Justin Woodford
If they wrote, it’s an online review, it’s going to send them a gift card and.
  • Justin Woodford
If they give us a referral, it sounds on gift cards.
  • Justin Woodford
That’s what those are about.
  • Justin Woodford
This is our Office Automation.
  • Justin Woodford
So this is recorded by a manager welcoming, welcoming a new client on board when they’re converted.
  • Justin Woodford
We also have these new lead letters which will go out introducing our company, thanking them for hiring us.
  • Justin Woodford
It’s the same idea.
  • Justin Woodford
These hand-written cards these are actually and this is a new feature by Shenzhen, but these will actually crew diesel, actually, infection machine, that holds the patent rights on a card.
  • Justin Woodford
So it’s nothing like the other ones you get in the mail.
  • Justin Woodford
That’s clearly like a printed letter meant to look like handwriting isn’t actually like handwriting, but it’s written by machines.
  • Justin Woodford
So really cool stuff.
  • Justin Woodford
Here, this is our marketing automation.
  • Justin Woodford
So, like I was talking about earlier, if you guys were your everyone who’s been here from the beginning of this webinar, these are our postcards about throughout the year.
  • Justin Woodford
So And our voicemail bombs so this is a big one.
  • Justin Woodford
So these postcards They’re not only to go out So this one for example as our spring clean up.
  • Justin Woodford
It’s not only gonna go out for.
  • Justin Woodford
It goes out to all of our clients and leads new homeowners, realtors during during the spring through April 15th.
  • Justin Woodford
It’ll go out to all of them, anyone who doesn’t have that service, and keep in mind.
  • Justin Woodford
First.
  • Justin Woodford
This is the marketing automation.
  • Justin Woodford
First, you can e-mail them and leave them voicemail bombs, build a cheaper approaches before it actually send a postcard and then sort of a book based on e-mail, a week earlier than after getting out a postcard.
  • Justin Woodford
So, we try to get people to book these know, somebody’s postcards and additionally on, top of, that, whenever we complete a job, it’s gonna go out to five neighbors.
  • Justin Woodford
So when we complete a sprint cleanup, it’s going to males postcard all the neighbors.
  • Justin Woodford
So really cool stuff really helps build your density and we have all these templates.
  • Justin Woodford
If you decide to buy our marketing automation, we will build these for you.
  • Justin Woodford
We are custom postcards with these promotions and however you’d like that voicemail, bomb’s, et cetera.
  • Justin Woodford
This is our recruiting automation.
  • Justin Woodford
So, again, all the leads come in your system, you know, they’ve been pre filtered.
  • Justin Woodford
You know that there are good applicants are who you want to hire este, currently have a job.
  • Justin Woodford
They took a different job.
  • Justin Woodford
We’re gonna stay on, top of them are going to market to them every year, all the time.
  • Justin Woodford
I try to get them to work with us.
  • Justin Woodford
So that’s what this is about.
  • Justin Woodford
I’m going to pause the screen sharing for one second.
  • Justin Woodford
That block out something else.
  • On Hand Lawn
Opens up the answer.
  • Justin Woodford
They can’t, It runs the phone once.
  • Justin Woodford
And then it.
  • Justin Woodford
Then at least the voicemail, so it happens so quickly, they cancel the phone.
  • Justin Woodford
All right.
  • Justin Woodford
So, I am logged into the reports My Send Jim account, so you can see this stuff actually going out.
  • Justin Woodford
So I login here, maybe once a week, just to keep an eye and make sure everything’s going, as it should be, But it’s really cool.
  • Justin Woodford
Like, once all this stuff is set up.
  • Justin Woodford
So, these postcards, and you can see number recipient, so these are the ones that are going out to neighbors.
  • Justin Woodford
So I can open this up and show you, because it’s public information is addresses, but it is a sprinkling of postcard.
  • Justin Woodford
So if I open this, you can see this Spring Cleanup postcard went out and went out to these addresses because we did one of our neighbors.
  • Justin Woodford
So just really cool stuff builds your density, and you don’t have to do anything.
  • Justin Woodford
So if the job is completed between these dates and sprinkling that postcard again, those six different periods throughout the year If we want to send it out, excuse me, during the, during the mowing seasons of the year, we don’t have to do anything.
  • Justin Woodford
It’s automatically going to market the mowing service to all of our clients with new homeowners, realtors and neighbors.
  • Justin Woodford
So only during certain times of the year, it’s in the market that service Alan, ball cleanups a completely in the fall is going to mail a fall cleanup postcard.
  • Justin Woodford
Here’s a new client, mailed them a Welcome letter.
  • Justin Woodford
Sorry, voicemail, Bohm.
  • Justin Woodford
This is the one that went out to a new client.
  • Justin Woodford
So obviously, our managers running around like a madman.
  • Justin Woodford
He’s not have time to call these people, but they don’t know the difference.
  • Justin Woodford
They’re going to a voice, no bomb, walking on board.
  • Justin Woodford
I don’t know if anything, here is my number, et cetera, et cetera.
  • Justin Woodford
More postcards for cleanup voicemail, so a lot of these went out because these go out to all of our clients, a sprinkling of voicemail, So this is just letting people know that, that that we have a spring clean up available at …
  • Justin Woodford
Promotion.
  • Justin Woodford
And again, it’s going to e-mail them before we spend the money to do this.
  • Justin Woodford
There’s only costs about 35% each of these watchmen bombs.
  • Justin Woodford
So a lot of these went out.
  • Justin Woodford
Changes Page.
  • Justin Woodford
Trying to show you guys some other examples are obviously a lot of stuff going out here.
  • Justin Woodford
These are.
  • On Hand Lawn
Postcards.
  • Justin Woodford
Close up.
  • On Hand Lawn
Did you say, did you say voice, 35% each?
  • Justin Woodford
Roughly.
  • Justin Woodford
Yeah.
  • Justin Woodford
It depends on, you can get that certain times of the year they have promotions on credit, So the only thing with credit.
  • Justin Woodford
So, I believe it’s $69.5 per credit.
  • Justin Woodford
So voicemail bombs are half a credit postcards or one credit, depending on the size.
  • Justin Woodford
So, they have their own kind of currency within, and you can see it here.
  • Justin Woodford
So a number of credits, but 69 have some teach.
  • Justin Woodford
Sometimes, they have promotions where you can get 10% off.
  • Justin Woodford
So, these are the estimate, follow-up voice, no bombs going out, hand-written cards.
  • Justin Woodford
Anyway, you get the idea.
  • Justin Woodford
Really cool stuff.
  • Justin Woodford
Send Jim integrates.
  • Justin Woodford
We have it all built into our automation, so I’ll take, I’ll take questions now.
  • Justin Woodford
If you guys have any.
  • Justin Woodford
Let me get rid of this And I hope that was valuable for you.
  • Justin Woodford
Want to give you an idea of how these things work.
  • Justin Woodford
We are.
  • Justin Woodford
Another thing to note is, if you guys don’t have automations yet, through our relationship of service autopilot, we can get that waived.
  • Justin Woodford
It’s usually like 999 bucks get set up.
  • Justin Woodford
We can get at waves if you sign up through us.
  • Justin Woodford
We also are waiving our setup fee is where we have everything goes down to a monthly fee.
  • Justin Woodford
So if you want any of these automations, the prices are here depending on the complexity and the Send Jim has additional because we got to set up the custom postcards and something else you monitor.
  • Justin Woodford
We’re gonna make sure we are running, will be your contacts.
  • Justin Woodford
If you need any changes, any updates, just let us know any questions but you’ll just go to us will be your go to fewer automations.
  • Justin Woodford
Or, obviously, feel free to take our ideas more than happy to share them, we do at least termination fees.
  • Justin Woodford
You’re not going to need them, But we just need to know that people will because we’re putting a lot of upfront work to get the setup, we’re spending hours and hours of buildings in your account.
  • Justin Woodford
So, by waving the, the large, we used to have large setup fees like 1 of 2000 bucks because we spent a lot of time studying these things up in the beginning, we’re getting rid of that, but just to protect us, we do have a termination fee.
  • Justin Woodford
Once you have these, we’ve never had anyone actually do that, because once have this running, you see the value in your account and not gonna want to cancel it.
  • Justin Woodford
But, we do have that just in case.
  • Justin Woodford
But we’ve never had an issue of that.
  • Justin Woodford
Once you haven’t run, you’re not gonna stop.
  • Justin Woodford
So, any, any questions, I can take them now.
  • Justin Woodford
Anything else you guys want to see, I can try to try to show you.
  • Justin Woodford
I’m not getting into too, personal information in my client’s account, So, let me know if you have any questions.
  • Justin Woodford
Or feel free to shoot an e-mail, if you don’t wanna say I’m here.
  • Justin Woodford
Oh, that’s all I got for you guys today.
  • Justin Woodford
I will e-mail out a copy of this webinar, so you have it.
  • Justin Woodford
Or anyone who wasn’t able to attend live, I’ll send that to you as well.
  • Justin Woodford
So, there’s no questions.
  • Justin Woodford
I’m gonna end the webinar.
  • On Hand Lawn
Thank you very much.
  • Justin Woodford
All right, Thank you, Tim.

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