SA Weekly Tak Show: The Areas of Your Business You [NEED] to Automate.

welcome back to the essay weekly talk show your guest or actually your host mike calan in here certified advisor of service autopilot we're going to be talking about today is the areas of your business that you absolutely need to automate for 2021 for success i'm gonna hop here on my phone to make sure we are live it looks like we are good uh if you're tuning in live uh you want to type a comment here to make sure you can hear the audio uh that would be helpful but we've got a compressed scheduled day here i've got 45 minutes to walk through and show you what are all the areas that you need to automate in my opinion in your service business to go out and dominate 2021 so without any further delay i'm going to pop the screen open as we normally do and dive right into this so any comments or questions feel free to drop them um in the live or recorded version as always i do water this uh video recorded for about 24 to 48 hours um for any comments or questions left in the recorded version but we're gonna be talking about the things that you need to do in your service business lawn care home clean pest control or any other business that you may be running um and how to automate those in-service autopilot to drive and pull some time back so uh without any further delay folks here we go um so do me a favor please turn up your speakers and get ready for the next 45 minutes of breaking down what i feel will be the most successful moves you can make for your 2021 success in automation so i'm going to break out and show you a quick little story about my background in my service business before we dive into this um so you understand why i feel automations are so important and how they were so revolutionary in my business what i'm about to just share with my story as a small business owner of 25 years in the business and when we first start out no one ever really tells us how to go out and get work we see tons of people uh servicing long lawns or cleaning homes in our area um but the problem is how do we actually go out and get to work so in my situation the stunning realization is i had no choice if i wanted to succeed in business through high school college and afterwards then i really needed to hit the street and um start knocking on doors this was a sun up to sundown situation with absolute frustration some days we won some days we lost but at the end of day it revolves around me if that wasn't enough i'd have to actually go out and do all the work myself thereafter so when i wasn't out mowing grass cutting lawns weed whacking um i was hitting the street again once again to fill those routes and get more customers so walking up to uh strangers homes knocking indoors giving estimates and honestly learning the whole entire business process um as it went on learning from some things we got lucky to get enough right some things um through failure so as we continue to go in and build and scale this business to a million and well beyond um i realized that there really needed to be a better way but before i could actually discover the better way i had to get up in the morning before the sun and get all the trucks out in um the field get the trucks loaded um actually go out and find them recruit train employees in the early years i had no idea how to do that it was continuing frustration um and in addition to that growing a sales base to be able to afford these people and keep them busy and put food on the table for their families and mine was a huge stress then came additional seasons such as the winter in the upper northeast and that was just an absolute grind sometimes 24 36 hours straight sitting in the truck at odd hours calling employees and subcontractors and hoping they answer the phone trying to actually learn how to run a business in a successful way um wasn't enough of a burden but to try to figure out how to keep a life work balance grow a business to a million and be honest we all want to do and still have a life in your business and be successful was the biggest challenge so after approximately 12 to 15 years in the business i discovered automations and one of the biggest turning points of automations was create a predictable system that did not revolve around me and close sales day in and day out and sometimes while i was still on the truck just like here plowing snow the system worked for me day in and day out and created sales processes predictable systems so what i'm about to dive in and show you today is the solution that helped me take my life back from my business well at least a part of it automated estimating through facebook messenger bots and as we're diving in it this is just a little comical look of bill murray here for abc lawn care but as you're diving in what happens here is your potential consumer can basically put in their address 24 hours seven days a week whenever they're ready to buy and the new way that consumers buy in conversational marketing is people want to buy when they're ready to buy not what it's going to eat for you and your business so as they're entering their address in they're dropping their zip code in we are addressing the new shift in buying technology and in our company we figured out how to automate estimating for lawn mowing lawn rolling fertilization we control dethatching mulching snow removal and much much more and what this allowed us to do is just as you can see on the screen here create property specific prices that drove information from zillow square footage of either the gross lot square footage or the home square footage of the home cleaning industry so this allows you to go in and close sales literally while you're in the field they're sleeping capture their phone number capture their email and make it a seamless sales process and by doing this this is just part of my journey of driving and pulling my life back from my business and i think it's my moral obligation at this point to share this with the rest of the service industry so i hope you're ready i'm going to show you what happened on my journey through 25 years in the service industry and how we've gone in and now helped over 300 people um plus companies do this in their own business and at the end of the day we all get into a business and start a business to have the money and the finances we want and spend time with our family and do the things that mean most to us and in the early days thank god we didn't have kids um and this business did cause divorce but after i've gotten remarried and it um it has re-centered my focus now i can have time with my kids my family and enjoy what's really important in my life but still have the ability to hit the success and hit my goals through automated facebook messenger bot estimating as part of our automated system so now when my consumer picks up their phone i don't have to be on the other end i can be out at the movies or the park with my kids or relaxing by the pool while the automation does the work so buckle up here we go and before we dive into this i'm gonna show you how it's done i'm gonna just let loose the three secrets of how to automate your business um and get your life back from your business in the same time so how cool is that so i just want to give a little background on my story of automation before we dive in so if you're wondering if you've never seen the sa weekly talk show and you're wondering well who is this guy mike hosting the essay weekly talk show on a weekly basis did we listen to what he has to say well folks i've lived these trenches and i'm calling all service business owners uh using service autopilot or thinking about using service autopilot and automations um and potentially uh messenger or chat bots as well i'm going to show you how that all can tie into an essay-centric play for your 2021 business so uh quick story behind the scenes you saw my story of automating my business from 80 to 90 um hours a week and going into basically using the kind of the four week our four hour week uh a week work methodology and going from literally almost 100 hours a week to three to five hours a week to an absentee owner at 30 bucks or 30 days or 30 days at a pop being an absentee owner uh second guy on our team here is dylan rothenberg he was actually um our first simple growth client as a certified advisor of service autopilot and dylan's experience with simple growth automations allowed him to scale his business to nearly two million dollars in eight years and then eventually sell his turnkey business with the automation's built and service autopilot so the thing's gonna show you so um as you own a service business don't think about just the revenue and the things you're building today but you're also building an asset that can be sold and that asset can be sold um all inside service autopilot if you ever look to exit or leave that business and give it to a a relative or a kid um so this is this is how dill and i both did this and we're gonna lift the hood here of how we use service autopilot automations and some of the next shifts in the buying habit through conversational marketing uh over the next 25 or 30 minutes so any comments or questions drop them below want to say what's up to dick derek jenkins and cecil perkins as well what's going on guys um so here we go here so your automated business in 2021 the things we're looking at is increasing your sales and revenue so things that i'm going to recommend that you institute in here especially if you're building this yourself is 20 days to close estimate follow-up so that's our automated estimate pipeline so if you're building automations on service autopilot we want to be able to go in and build an automated estimate follow-up that follows up for at least 20 days over three communication channels that's going to be omni-channel marketing and that is going to be automated text messages emails sm um automated emails text messaging and phone calls or ringless voicemail bombs tied in to send jim all inside service autopilot we're gonna want to look at seasonal upsells what i'm gonna recommend is best practice that we've seen in my business and working with well probably close to five or six hundred businesses in service autopilot as um a certified advisor is the magic number that we're seeing right now for not too much communication but just enough is about eight seasonal upsells we wanna take your core services and build upon that to drive that client lifetime value of reoccurring service once again if you're looking to exit the business or pass it on to someone reoccurring revenue is the game changer and that's how we can do that is we can sell our gateway services and build upon those with upsells for seasonal now the next thing is that next shift in buying habits so we want to look at using chat bots for real-time buying and customer service so not only is it a buying function for live 24 7 estimating but it's a customer service interaction so we want to talk to the clients where they want to talk to us at on demand just like your amazon your netflix your uber people want real-time on-demand buying situations or customer service and not when it's convenient for your business but when it's convenient for them on the conversational channel that they want so i'm going to show you how that is very intrical and how we want to go in and take those bots and connect them into service autopilot with a sync to alleviate all the double entry make sure you have good data in from uh your chat bot into service autopilot no double entry and if you're using automations which i'm gonna suggest you are and if you're watching right now you probably are interested in that um those can also trigger your home built automations or if you use simple growth as a certified advisor now the next thing we're diving into is customer satisfaction and social proof so um what we recommend building into service autopilot is a automated cancellation risk report that's automated that goes to the business owner the managers on a monthly basis at a bare minimum and a social review request based on nps scores if you're unfamiliar with an nps score an nps score is ranked between a one in ten ranking um it's right inside the service autopilot v two and v three forms and the way i'm suggesting we tackle is we build some logic in there so if they are a net promoter a nine or ten uh and we've confirmed that we push them out to google your yelp your facebook reviews if they are a neutral or detractor we push them back to your office with a report i'm gonna show you how that can look like if you set that up an essay to go out and have a really good look at what your cancellation risk is and your actual customer satisfaction score now the third and uh probably one of the most important secrets we want to be looking at is financial health and cash flow so we want to automate our overdue invoice process to increase cash flow and reduce ar accounts receivable and um if you're using clarence i highly recommend a great service there uh for credit card processing um we have automations that are going to go out and automate the expiring credit card process and to update cards on files so these are the main areas that we're looking at for the biggest net return in your business automating is increasing your sales and revenue customer satisfaction and social review and financial health and cash flow and those are the things that we're looking at to create 2021 success um and we've got a couple questions here i was uh i will answer these at the end of these as well so um next thing we're looking at is how do we really dial in to increase your sales and revenue so one of the things i'm looking at is in the field upsells so if we've got a team out there with a mobile or a tablet how can they enter some information in there um and automatically trigger property specific upsells based on the crew's input once again i said seasonal upsell so we want to have some logic built in there and this is how we build these out um as a certified advisor for simple growth there's certain things you don't want to just do an upsell willy-nilly across the whole entire user base um and say hey if you already have our fertilization we control just ignore this email um but if you don't have it click here and sign up well that doesn't adhere to customer life cycle marketing and it doesn't adhere to having a personal but automated conversation based at where they're at in the customer life cycle so we need to build some logic in there at a bare minimum there's several things that we build in um as automation experts but it is a bare minimum if you're building these yourself we want to make sure that they're not scheduled they don't have an estimate in process for that particular service and they're not on a waiting list because those three people right there if they get that upsell in that time are going to be alienated and basically felt like they've been spammed they don't feel like they're important to you because you are not taking the time to make your automations personal to the exact time of the customer life cycle um and then we want to add in chat bots with real-time buying and customer service synced into your crm uh which is hopefully service autopilot if you're unfamiliar what a crm is that is a customer relationship management um platform just like service autopilot with your crm functions your scheduling your billing and automations all in one so that's what we're looking at there so the next thing is how do we go out and increase your sales and revenue in the field well like i said we've got these in the field crew upsells gentlemen's air is on his tablet plugging in uh data into the automation and we're gonna turn your non-business business savvy team members into sales superstars and that has been a huge key um for my business and a lot of the businesses we work with to be able to take that methodology and allow our teams to have more personalized upsells based on the specific property and potentially even with some pictures if it's a large maybe design build or drainage job so the approach is really to have a non-sleazy strategy for upselling your customers so we want to sell additional goods or services to the existing customers or leads in the software itself um have you ever wondered what the value of each client would be if you have sold additional services that could possibly be done at the same visit so if you haven't checked out the service autopilot academy um this is something that jonathan and a lot of the guest speakers have been preaching at i had the the benefit of doing a five-hour session believe it or not about a month ago for academy members um we talked about what a fully set up service auto pilot looks like for success in 2021 um but one of the things that from my understanding academy has been really teaching the members how to do is how to continually raise the lifetime value through upsells of doing the same uh doing multiple services in the same visit so that has been a huge key to success in that ecosystem and uh we're going to give the ability to do that through the on-site um upsell and the additional upsells that are automated those are the things i recommend that you put in your upsell play when you're building these out yourself if you do it so um crew upsell equals more profitable work but ask yourself how much work have your crews sold so far this year so structure to force reporting of upsell opportunities uh make it easy and have it for them to upsell work for you and sell the customer on the work they didn't know they needed and we need to follow up so with those crew upsells if you're building them out and having them drive property specific information um that is going to be your four fundamental things that you need to build into the automation and accountability so maybe you have a form completion required at the end of each job to actually drive that upsell in service autopilot so seasonal upsells we've got a couple testimonials here because a lot of people say hey mike that works great in a lot of markets my business my market is different and this doesn't work so um i want to give you some ideas some of the people have actually given us some stats here of how many estimate requests or how much revenue they actually got from an upsell um brian ring here it ended the year could not believe 30 asking requests from current clients by the simple click of a mouse um right here steve albisi closed a 3 200 job um right off one of the follow-ups and we've got a couple other ones in here uh jeremy received nearly 200 mulch estimate requests um krista woke up to eight requests off fall aerations and didn't even expect any return um we've got a couple more here um big shout out by rudy first snow upsell email went out today we got swamped with inquiries um hobie had six estimate requests off the first one um hobie elsa is running pretty strong uh upsell news has been great got maintenance requests and turf clients uh this morning so um i wanted to show you that when you build these yourself um or work with a certified advisor that there is a huge potential and like these folks are literally across the the united states and canada savannah edmonton um texas a couple other places out uh the midwest so it doesn't really matter your market or geographic area if you're building these automations inside service autopilot for upsells yourself they will work in your market um we've seen it as a certified advisor across the us canada um and actually in england and australia so this isn't country specific these things just work but the part of it is we need to focus primarily on your customers experience and goals so for accurate upsells we need to standardize um scheduled service names for tracking so we're standardizing it so we can filter out based on where they're in the customer life cycle estimate service names practice we need to standardize the names of our estimate services we're estimating and we need to standardize our renewal process for tracking now the last thing is um loss estimates need to be up to date and closed out in a timely manner for tracking so if we lose an estimate we don't want to follow up with like hey we haven't heard back from you yes or no on an estimate so there is standardized workflow inside service autopilot you really need to adhere to and i'm recommending you you always create a lead you estimate off the lead if the lead loses the estimate and they are not going to buy the initial estimate we close the lead out and we still market to them we have a very clean database as well as a client if we lose the estimate we close the estimate out those are things that are very key and then we schedule the service from the estimate which brings over the price the budgeted time and cost and everything far as our naming convention from the estimate service to the scheduled service is identical so we can go in and create a standardized convention of screening and segmenting your database because we need real live uptime um database segmentation whether they're a lead a customer or cancel customer per service and doing these things here will allow you to do that and have personalized but automated communication and not look foolish when you send out these text message emails or the worst is making a phone call and you've got bad information because your database is set up with standardized service names and renewal and closing out those estimates so those are keys to success there folks that we've seen over the last eight or nine years automating my business and all the other business as a certified advisor so thing we're looking at in addition increase your sales revenue through reporting so this is a screenshot of a report that we had built out um inside service autopilot's new estimate or new reporting area um this product here that it's built upon is logee and it's very powerful but the idea is um in this example of 20 days to close uh we know who's in the pipeline up to minute and the revenue that could be converted so it allows you to meet your sales goals when you need to fulfill like basically work your pipeline at the end of the month but we've got the each day mark we've got the client name the estimated date the projected revenue the type is it a leader client so obviously it's going to be probably easier to close a client than a lead if we're working that pipeline what's the status of the estimate the email the pulsa code and the source where do they hear about us so now we can have an automated report from service autopilot's report center that automates our automated sales pipeline in 20 days to close or if you're building this yourself we need to build out some kind of reporting feature so you as a business owner can go in at a high level and see hey where is our pipeline what's the projected revenue of the estimates we have out for the next 20 days very very key in my opinion um especially in the spring season so increase your sales and revenue on demand sales is going to be our chat bots so we want to look at automated estimate bots and customer service bots and they are one in the same but they're different um because you may have existing clients or leads going in and actually wanting to answer some some faqs frequently asked questions or concerns or you may have somebody who just wants to go in and get a live estimate and these are broken down in three main steps to success or i like to call it step one two and three a and b i'm gonna break that down for you here um but this is the next secret of automating what you need to be doing in 2021 for success um and then we're gonna connect this chat bot to service autopilot to eliminate any of that double entry and trigger your service autopilot automations so increase your sales and revenue on-demand sales so we've got the capture here so i took a screenshot here of the simple growth website um and the way this is built out if you're building these out yourself is weekends have it set up so you can continue as a guest or continue as the registered facebook user so this can be on social media and your website qr codes we can additionally have a text in or an sms text in so there's multiple areas that people can enter these bots they don't have to be on social media or your website they can literally see it on the side of your truck and text in estimate and start this flow but it says hey we specialize in cleaning services or we specialize in lawn care services hey get a quote what's your street address what's your zip code kind of like the video in the beginning but it is a um an automated but personalized uh process here and we're gonna capture their information as we do that it's going to check with service autopilot for duplicate checking and if they don't um exist we're going to put their first name last name email address and track the lead source how did they hear about this well it was through our bot on our website was our bot on our social media it was they saw the truck sign but now all the information that you need is automatically being moved into service autopilot so you have good data for reports and driving your sales machine in the future so first part is we're gonna capture the information and sync it in the service autopilot second thing is we're going to qualify so if they're searching in the middle of night or even during the day the point of a chat bot is to get you in front of the most hottest and qualified leads so what we've got here on the screen is actually a list of postal codes um that are being serviced so if you don't meet the threshold down here in the bottom oh you're not in our service area we've got an automated message like hey unfortunately we have not expanded your our service area we'll keep you on the list and when we expand into your neighborhood we'll we'll reach out but hey if you meet the threshold now we've qualified it we don't have to get on the phone and talk to somebody and say hey where do you live look it up and like oh you're not in our service area sorry about you so we're buying the time back and creating a realistic expectation of services based on their service area now hey good news you're in our service area so we've qualified them um and we potentially qualified even more of what services are you looking for so if we don't offer the service then we've eliminated them starting to eat up our bandwidth or time so next thing we'll do is want to increase your sales and revenue with these on-demand sales so we want to connect this is your 3a so once we've quoted or about to quote them hey how often would you like your home cleaned or hey are you interested in lawn mowing services or are you interested in fertilization services maybe in the part of your country are you interested in weekly or bi-weekly lawn mowing but we're going to capture the opportunity when it's hot and ready to buy not when you the business owner feels it's convenient to sell the service our customers now want real-time on-demand buying habits just like the insta carts amazon netflix the ubers don't be the taxi driver don't be the blockbuster don't make them wait for them to come to you or you come to them let them do it on their own time on the platform that they want to buy this is very very key folks um this is something we've been doing in my service business the last five or six years believe it or not oh that was bleeding edge this is cutting edge at this point um so once again we're increasing that sales and revenue on demand sales 3b we're going to connect awesome your first visit takes a little bit longer here's here's the price and then your reoccurring price is this based on your address um and this is a cleaning example but in the lawn care example we'll talk about based on the square footage of your lot and they didn't give us that they're like wait a minute how did they know that or how did they know we had three bedrooms or bathrooms this must be a legit estimate because it's customized and personalized based on the actual home or property they live in and then they can click get started sign up and we can get them into service autopilot and use that pci compliant credit card form with clearance and get that payment processing ready to set but once again all this data if we sync it um their contact information the square footage is put into a custom field and the price of everything that's quoted is put into site service autopilot no double entry you wake up in the morning or you pop in to essay and it's there notifying you've got a new client that is the power of using these bots um in your automation play for 2021 customer satisfaction so now we've got all these sales coming in well maybe the wheels are starting to wobble maybe we're not giving that customer satisfaction that we always have so what i'm going to suggest is building an automation on similar to our customer review and cancellation risk report automation but we go in and get the automation report and social review so if they hit a promoter like here we push them out to social review but what we've done is automated this and this is a screenshot right out of service auto pilots reporting center of how we're giving you a visual report um and i recommend doing this yourself if you're if you're building this you need you need to build this report where you can visually see where your promoters neutrals and detractors are and have a list here of the name email and their actual reviews left and we want to start working on that neutral list first because those are going to be easiest people to pull into promoters and start driving that social relevancy on your social review platforms financial health and cash flow well who doesn't want some more financial health and cash flow i don't know about you but i definitely do one of the biggest things in my service business was overdue invoices so we want to go out and the third secret is going to create an automated invoice processing to increase cash flow and reduce ar so we want to go out and create that process for several different steps like first warning second warning third warning uh send court papers send to collections we're going to create an automated collection process there to accommodate that and then included in that we also want to have an automated process to update credit cards that are about to expire or just update credit card so that i suggested three secrets to automated success in your business and i'm gonna give you a quick visual flow chart of what those three secrets look like amongst some others um the way we built it out in my service business and how we help other people as a certified advisor do this so first thing we're doing is i really suggest starting right from the beginning estimate request we want a v3 form right out of service autopilot with duplicate checking auto creating the lead on submit and tracking your lead source from your website or your facebook posts ads so we want those v3 forms based on the lead source to automatically enter them in and do duplicate checking v3 forms are show ready far as i'm concerned and i love them they pull that over um social media website chatbot we want to make sure we run that through messenger your website and use a crm sync right into um service autopilot we eliminate that double entry and we're also doing duplicate checking to keep that clean hygiene of that database so before the the process really gets going they hit that asset request they call our office or they hit the chat bot the first thing we're doing is sending out a lead letter these are the five or six main reasons why your business is different and why people want to work with you and not your competitors you're differentiating yourself right out the gate creating a higher perceived value now the next thing is before the estimate or in conjunction with the estimate we want to send out some short-term education but once again we talked about list segmentation database segmentation we're going to educate them to the particular service that they're interested in so if they hit the website for lawn mowing i'm going to send them one to three educational emails educating them how to do the lawn mowing themselves as a professional i'm talking about proper mowing height how to sharpen the blade how to balance the blades and oh wait a minute we also probably want to go in and add to that what are the common questions or sales or price objections we get associated to that particular service they're interested in so in lawn mowing the biggest question in my market was are you going to close the fence gate behind you um if i have a fence if kids and the dog don't run out if i don't check it after you leave because let's let's face it folks most people don't trust contractors so we need to go in and address the concerns before they're brought up and we're going to shorten their sales and like uh that sales cycle and we're going to create a higher perceived value so you can sell at the highest price by framing yourself as the expert and giving them valuable information how to do it themselves um and become the expert outside your competitors no one in my industry um to my acknowledgement up to up to today has has even started this process of the automation automation and lifecycle marketing and this is literally what put service autopilot on autopilot when you build this out now the estimate submitted if you folks watching this i've heard of a process 20 days to close i mentioned earlier this is what 20 days to close is so if you're building these automations yourself i'm gonna give you the best practice here and that is following up three channels of communication we're gonna have automated text automated email phone calls and a ticket which used to be a to do call script call mrs smith it's been three days since we dropped off the lawn mowing estimate if she doesn't um if she says the price is too high this is how to overcome the sales and price objection and the most important part of the bottom really is if she becomes a client service auto pilot do this in service autopilot if she doesn't become a client do this in service autopilot so we're keeping that database hygiene and if she says hey i'm not sure if i'm gonna hire you guys or not i'm still shopping prices do this service autopilot so that's going to allow to standardize your uh your procedure in your office or with a virtual assistant halfway across the world um and it's going to look the same exact way day in and day out in addition we talked about that pipeline report that was that report that i had showed you um where you can see each amount of estimates in each stage of the pipeline in the projected revenue and if they were leader of clients and now we have a visual view of our sales pipeline for success next step is our one process and we've added to this um and it includes our three secrets to automations here that we just went over so we got a welcome in a while this is triggered and folks all this happens automatically without you doing a thing if you automate it long as you submit the estimate and talk about the stages of the estimate of one or lost the rest of this just happens this can buy back hundreds of hours a month depending on the size of your business um so first thing we're doing is we're sending out a welcome and wow sequence this is going to be a welcome email and it's going to acclimate to what to expect working with your business and it's going to include that pci compliant clearance form to get that credit card on file if it's required we're going to build some logic in the automation so folks this again segmentation if you're building these yourself we need to go in and create segmentation so what we basically suggest is if it's a reoccurring service we're following it for 30 60 and 90 days we need to build the logic in the automation that it if it's a recurring service then it gets to 30 60 and 90. but if it's only a one-time service we need to build a logic that it only gets the one-time follow-up once again we don't want to look foolish we want to talk about where they're at the customer life cycle and not spam our clients i'm suggesting happy holidays all your holidays we write a little blurb about the holidays we wish him a happy holiday and just build that relationship and that that attraction the customer i'm wrecking automated newsletters i'm going to recommend the way you do this here is we do a newsletter for everybody in your database leads clients and cancel clients unless they've opted out we're going to educate what they should be doing in their yard or home the month in advance so if we're going to the winter season i'm going to suggest ornamental pruning or if you're in the south create myrtle pruning yes mike in new york knows about create myrtles uh but we're gonna talk about the proper timing the cuts and then maybe be a soft one liner at the bottom by the way if you need some help we're here to help but it's education the soft upsell next thing is clients want to know when you're coming to their house and when you've been done so i've had the pleasure of hiring a home cleaning service here at the house that is actually a service autopilot user um she uses simple growth automations and this is one of the automations as a service uh recipient i really love it's really cool but if you're building these out what i'm going to recommend is a a pre-notification that we are on our way or this is when we're going to be there um they're actually going to be here in a few days so i just got the notification today which reminded me that um and then when angelica leaves my house it's done cleaning i get a post notification text or email depending how um i request that notification five-star review with cancellation report i showed you that visual of the net promoter score and then at the bottom of that report you're able to take a look at who is happy who's not and you can follow up to uh reduce that churn or cancellation overdue invoice and expiring credit card automation and the crew upsell we got the guys and girls out in the field um going out and taking property specific stats for upsells and then the final thing is i said the magic number is eight upsells in most service businesses um so we want to go out and tackle and keep an eye out who's got a lost estimated cancer renewal per service the automation if it's built right in an upsell fashion is going to segment your database um and allow you to uh basically upsell your services and if you saw uh with some of those testimonials i put them on they're not necessarily a pitch for simple growth but um to give you some comfort that your business is not necessarily different or your area isn't different uh we've done this all over the united states and canada england and australia as a certified advisor so what i'm suggesting is if you're looking to make a very very big impact on your business at a bare minimum you need five upsells a year but the optimal number is eight and we want to build the logic into those automations when you're building them to um eliminate people who have an estimate request for it in process waiting list or have it have that jobs scheduled um those are the basics there's a few others that we build in um but that may take a hot minute to actually explain the logic behind it but bare minimal those are the three when you're building your automations you want to have that in there so you can have a personal but automated conversation all around um the services they don't have that they may need so comments or questions drop below uh essay weekly talk show just trying to really provide some value in the next few weeks of what i would say are going to be the biggest things that you should hit in service autopilot for the biggest roi and basically my mission um here in the service autopilot ecosystem and simple growth is to help business owners entrepreneurs take their life back from the business don't have the hardship that i have working a hundred hours a week and let that affect your personal life we're not looking to replace people in the office here folks yes this can replace 30 to 40 hours of work in the office and if that's a financial thing yes potentially you could save hiring another employee but the idea here is let's not replace our employees let's get them doing higher value things let's get them out of the 10 to 12 an hour things let's let's get them up to 20 30 40 50 mark and get them in front of the hottest most qualified leads and let your system inside service autopilot work from lead acquisition through closing the estimate through welcoming wowing them building that reciprocity customer service reducing churn financial impact and then go out and raise that client lifetime value with a meaningful segmented automated but personal upsell uh eight times a year with a minimum of five is what i'm recommending um one of the upsells we just looked at was an aeration over uh seating um upsell that the gentleman had just did uh this fall and the stats were on it that um i believe in just the first two uh communications tradition we recommend three upsell communications for the best he had sold 82 000 variation overseeding um off two communications without having to lift a finger it literally hit the day he said the automation should go and it went out um so uh derek said uh wasn't necessarily ready to use an estimate bot but how would you use a customer service bot well um derek great question so the way the idea is if you're embracing bot technology um 99.9 of the markets it works in perfectly um and that may be some tweaking and i'm happy to answer some questions offline for you derek but the customer service bot is the same idea some people don't want to call your office but they rather text message you or if they're on social media or your website they want to be able to type in and get responses or updates if you had a rain delay maybe they didn't see your notification that you're coming tomorrow um they may hit your website and that's the conversation they want to have in that place so omni channel marketing omni channel communication so that customer service bot um is going to allow them to have that real-time conversation in the area they want to have it that's the benefit of that so any other comments or questions um drop them below but um obviously just wanted to provide some value for 2021 if anybody has any comments or questions on this drop below i'll answer them or if you have any particular questions how to set this up yourself feel free to drop me a private message um and we're happy to help you as a certified advisor of service autopilot so until next week essay weekly talk show your host mike kelly in here 1pm eastern 12 p.m central coming back

um every week to drop more knowledge and help business owners take their life back from their business while utilizing service autopilot automations and all the features in between so we'll see you again next week on the sa weekly talk show

2021-01-11 05:44

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