Accountability Groups, Automation & Reputation Management

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[00:00:00] You won’t be able to show anything. We’re live on Facebook now. But wait, a second, we’re early aren’t. All right, we’ll start early two minute. Yo, yo. It’s another regenerated weekly call. We’re better to be right, we got some, we’ve got some, we’ve got some news, it’s going to kind of be a continuation from last week. First winds, I know we’re a couple of minutes early. That was not our intention. Let’s say hello. What’s up, how’s it going? Neal Spencer subdued. Ok. The glorious deal wins for the happier greeting. Well, look, man, we beat the Yankees last night. They one Sunday night, but the Pats almost won, so it was a win win. Maybe if they weren’t playing Brady, they would have won. Yeah, that new quarterback looks pretty solid. Oh, he’s unbelievable. Four point zero average. He’s a stud. Yeah, I was impressed. Cool. Ok. Right on the goalpost. Yeah. So we have some wins, Neal. Know, here’s a quick one. I was a little nervous. I had three businesses. I thought Ghost. So I was already out trying to find businesses and I found two. And then all of a sudden,

[00:01:35] All three called me today

[00:01:36] Apologizing up and down and pay me. So it’s like, Yeah, yeah, so now I got backups for two. That’s good. Yeah. Sometimes it just takes a little little time for them to get things figured out and they come back around, huh? Cool. All right. You’ve got to win, Eugene, what’s up, brother?

[00:01:57] Yeah, yeah, we got a couple wins. We’ve closed one today. We got a one on trial and then I also finished reading or I’m almost done with the image, which which you were one of the people that recommended it.

[00:02:11] What do you think of that?

[00:02:12] I consider this a win, just just getting this knowledge into my brain. You know, it’s a game changer. I mean, I feel like, you know, when you start being an entrepreneur, I think this should be like the first book that you got to read, right?

[00:02:25] I agree, man. That book that was one of the first books that I read when I started this business, and I think it kind of changed the whole trajectory of of how I set things up. Some of it I remember when I first read it, I was thinking, Man, I don’t want to do all this stuff because there’s like homework to do in there. And then I kind of came back around and I realized that I was just being lazy when I was reading it. And like everything in there is like, it’s those little things, those little tasks that you do that kind of move you along. And I don’t know, maybe I was just too immature to realize the value of some of the stuff, and I was thinking like, We’ve got to do all this. We’re already successful, you know? And yeah, I mean, that book definitely made a big difference to me. I don’t know if I shared this earlier this week, if not. There is a post that Taylor Taylor made Taylor Welsh, that’s that’s kind of the guy that that the mastermind that I’m involved in. And he had the five books to read, three of them. It was actually like seven books because one of them was like a set from Russell Brunson, like traffic secrets, secrets and expert secrets. Our history books. Those ones are really, really good from a marketing standpoint. They talk a lot about like follow up and funnels. I’ll share those. I’ll share those books again because. Man, I’ll tell you if you want to fast forward the learning curve reading. Get over this. I don’t like to read Hump for those of you that have it and find a way because like Eugene said, I mean can make a big difference. What about traffic? What’s that? I’ll share. I’ll share him in the group.

[00:04:06] Yeah, I had that attitude as well. You know, like, I think I just had that attitude. It’s like, Oh, I’m just going to, you know, rank these and then rent them and then, you know, I’m just going to party for the rest of my life, you know, not not knowing like how much more involved everything is, but as you’re bumping your head against these problems, as you’re going along and then now I see this and it’s the first book I read in like a super long time. And it’s like, Yeah, I think it’s made me realize like how much, how much gold is there to be had and attraction is definitely. I know Neal just mentioned traction, and that’s next on my list right now, too. So yeah,

[00:04:42] There’s two kind of go together the traction in the myth. You see, there are different authors, but they are both about like scaling and like building systems in your business. I think one of the things that I think one of the things that that. We don’t realize is, you know, a lot of us came through the same group, right, and that was a group that teaches you SEO skills and. I was, you know, I go jogging almost every day and on my jog, it’s like, I don’t listen to music, it’s like my time to think. And I a lot of times I get into these like deep thoughts, and I was thinking about how you can fall into these like traps where you. You become like a could you compare yourself to the other people that are in the group that you’re in? And when you start to kind of like accelerate or move to the top of that group, you can come to the false assumption that like you know, you come to a lot of false assumptions. I think we know people maybe maybe some of us have one person in mind that the like our our ego outgrows us a little bit. And I think to avoid that, it’s important to surround yourself with bigger and bigger people. And the mastermind that I joined, you know, I kind of went from being like a big fish in one group to a small fish in another group surrounded myself with these people. And I realized that all these people, they have like marketing skills that are in this, but they also have, like a lot of business skills and comparing and contrasting the two different groups.

[00:06:24] It was like the second group seems like everyone in there that like we had like, there’s a financial separator in there, like it’s not cheap to get in to this other group, right? It costs a lot of money. So that’s going to rule out a ton of people if you aren’t at a certain financial spot. So maybe it’s not fair to compare, but what is important to know is that you are you can be a big fish and kind of like talk yourself into thinking that, you know, Hey, I’m killing it, I’m killing it. And then when you go and you kind of hang around some of these people, you realize how much you don’t know about other things. It’s all relative, and it’s important for you to kind of seek these. These bigger connections surround yourself with the people that are doing bigger things than you. And at the very least, that will keep your ego in check. Because for me, not that I felt like I have a big ego, but it was. It’s been a humbling experience to be around. There’s like I’ve mentioned this before, this twenty four year old kid is doing $2 million a month and he is like, absolutely brilliant and humble. And, you know, and he’s surrounded himself with people that are doing bigger stuff than him. So just to put that in perspective, for those of you that came from J.K., I think that’s five times the amount that J.K.

[00:07:43] is doing, and he’s this one guy is doing it in one month, right? So like, those are huge numbers and the guy is just like willing to help. And just like the attitude, what we think is is really determined by the environment that we put ourselves in. And I’m so happy that I’ve kind of like found this other environment to be and where people are doing big things. So seek these other seek these other mentors out. I listen to that the daily mindset every day, like there’s a couple of hundred, I think, three or four hundred six minute episodes, and they’re just great. And then you’ll once you start like getting tuned in with these other areas, then they’re all connected. You’ll hear the people that, like Taylor, will reference a book or something else. And then, you know, like, I’ve been listening to the Russell Brunson stuff, and Jeff has a laundry list of these people. And I think it’s important to not just be like focused on the things from one group because the world is such a it’s such a bigger place. And when we come in and maybe we didn’t, we didn’t really have a business when we came into first group, right? So like, it’s easy to think that this like, let’s just focus on this. But I’ll tell you, the people that are in these groups that are doing bigger things, they’re not solely focused on on the one, the one group.

[00:09:05] And I’m not I’m not saying this so you guys can get like shiny object syndrome. I spent about an hour and a half last night talking to somebody from somebody that’s been in this group, and he’s been in for a few years and he’s bought a bunch of different programs and he has no income coming in. It was clear to me from the conversation that he really understood the skill set that he has all the pieces, but he hasn’t done the work. So it’s important to balance this, this knowledge and this growing, but also keep like laser focused on like my business model is this I’m going to use these like business skills only for this business, and I’m not going to get like pulled off into these other directions, but on our team, I challenge the guys and we’re going to have a meeting on Monday. So we’re going to go over the accountability group stuff here and a little bit, but I challenge the guys. I see your question there, Spencer, go ahead and invite him. I was trying to get him out of it into the group, but yeah, go ahead, man. That’s cool. So I challenge the guys on. I’m challenging the guys on our team. Everyone’s going to have 90 day goals, right? So on my agency side of things, our goal is to create seventeen thousand in top line revenue before the end of the year. So we have a bunch of sites that are there, built and not rented or there at various stages of the of the process.

[00:10:31] I think by. Adding this challenge to. Our team, I feel as if our chances of achieving this, like seventeen thousand in additional top line revenue by by December 31st, I feel like our chances just probably went up by maybe 10 or 15 times. So I would look for this. That’s what these accountability groups are. If you guys haven’t signed up for them, we’re going to go through and go through their groupings. But if you still want to be a part of it, then just send us a message and we’ll get you into a group because the important thing is like, set these goals work backwards and go after it. Without doing this, you can kind of just do random work that feels like you’re moving in the right direction. But maybe you’re not right because you don’t really have a target, right? If I leave here with my car and I don’t have a destination, but I know there’s somewhere I want to go, it’s like, What are the chances I’m going to get there? I’m probably not. I’m probably going to wander around. Maybe I’ll find something cool to do, but I’m like, OK, I’m going from like here to this place. Even if I don’t get there by the deadline, I’m going to be on my way. I’m going to be I’m going to be a good part of the way there and with the strategy that I laid out for you guys in this accountability groups. The course correction is really the key.

[00:11:53] Ok, so that means that look, if I say I need to be this place in an hour and I realize that in a half hour I’m not there, then I’m going to have to make an adjustment for this. I’m not advocating speeding, but in this case, I would need to be driving faster for the second half, right? So with our goals, we need to do the same type of thing. So this is critical. It might seem simple and like I was talking with Eugene, the book that he read, there’s like homework in there and sometimes we don’t want to do these little things. But I’ll tell you what, man, you look at people that are successful, like like Neil mentioned at the beginning of this call, Tom Brady. Tom Brady is arguably the best person that, like the most successful person in the NFL in history. And where does he where does he rank and athleticism? He is certainly not the best athlete, right? If anybody have seen his training tapes, but he just does the little things every single time he masters the little things. And it’s a collection of that foundational skills that you see the successful people that they always seem to have in place. And I can promise you right now that this accountability group setting goals, having a schedule course, correcting when you’re off schedule is a part of this stuff, right? Like these people plan things out, they’re organized. That’s one of the things that that I’ve seen a lot from these people in this new group that that I’m a part of all these people that are just doing huge numbers.

[00:13:22] They have so much clarity on stuff about where they’re going. That was one of the things that, you know, there’s been a lot of realizations of being around these people is like, they know their numbers. They just have clarity. They have goals. They’re like working towards something. They’re so organized with it. And after having like dozens and dozens, maybe hundreds of conversations with coaching type conversations, that seems like a clear difference between me and these people that are just like. You know, doing huge numbers, you know, six figures a month. I am not at the I’m like, I’m probably in the bottom 40 percent, right? So that means 60 percent of the people are doing bigger, bigger stuff than me. So the patterns I’ve seen, so I wanted to share that with you guys. So let’s get into more wins. Eugene, congrats on the book, man. I’ve got endless amounts of books. If you want to continue this, I will continue to share the ones that that I read. I’m one of those people that read two or three at a time where it’s like, I’m going to read this one for a half hour, this one for half hour because I’m just like. I’m really fascinated by a lot of different things, and it’s, you know, I want to learn it all as quickly as possible. Who else has got to win? Dan Brown, you’ve got a twin brother. What’s up, man? Yep. Doing good.

[00:14:43] Landed a $1000 a month CEO client. Took about six months to land him and came from an odd way. One of the reason I want to share it. So as several of you know, I’m going to be an eye group and Barney is wonderful and terrible simultaneously. So. Well, they call themselves the Facebook Mafia, so whenever anybody asks in the group for a recommendation for somebody, then they all jump in and make recommendations. So somebody asked for a web designer and several people went in and recommended me and I commented back to the person said, You know, what are you looking for? It ended up not being a good fit. But the way that I responded to her wasn’t like, Hey, hire me, hire me. It was more asking questions of What do you need? What are you really looking to accomplish? And this other business owners saw the way that I responded, like the way that I responded and then decided that we were the ones that he wanted to work with. So came in sort of an odd way, but just speaks about the importance of how you conduct yourself and in all settings, never knowing where something’s going to come from.

[00:15:50] Yeah, absolutely. I mean, it’s been time and time again where. I’ve seen I’ve seen that in action a lot of times where, you know, just like you don’t understand the impact of the way you carry yourself and you don’t you don’t know everyone’s story. And if you just kind of like consistently try to be the best version of yourself, like the positivity that comes from it is is it’s I don’t know. I don’t know how you calculate it. And the opposite is true, too. Like if you’re if you’re causing a lot of problems for other people, then like. They’re not going to want to be around you, right? It’s just like, that’s the way it’s going to shake out every time. Yeah. All right, cool. All right, so let’s jump into the accountability. So here is my plan for the accountability groups. I’ve got you guys kind of divided up. A lot of it’s based on time zone. Ok, I’m going to set up a Facebook group, a small Facebook chat with each of you guys. And I think it was I think there was like eight or nine groups. So I’m going to set up a Facebook chat with each of you guys. The first meeting that we do, I’m going to be a part of the meeting and I’m maybe not going to stick around for the whole time, but I want to set the tone.

[00:17:08] I’ve been through this stuff before and I want to make sure that you guys kind of get set up for success on this. If you guys have problems with your accountability group, I do not want to be a babysitter, but I do want to try to maximize your chances for success. And what I don’t want to happen is like, hey, like three people who were four people get into an accountability group and then, you know, two people aren’t really like, Hey, they’ve checked out. And now I’m not a resource to to talk to you, to kind of get the ship back on course. So if that happens, then just reach out to me and we’ll maybe split you guys up and get you into another group. The agreement, the initial agreement was that we were going to you guys kind of gave you word when you signed up for this that, Hey, I’m going to be committed. So I want to reiterate this when you guys join these accountability groups, the conversation is not this. This is not what I want. This is not how I want it to go. We’re like, Hey, Dan. So Dan, are you a part of the accountability groups? I can’t remember if I saw your name on there. I hope I have not opted in yet. Ok? Is there anybody else that’s on this call? That’s a part of the accountability groups, Neal.

[00:18:16] Ok, let’s let’s let’s do Neil. Neil, will you unmute for a second? Put your glasses on lean in. There we go. All right, so, Neil, do you mind sharing one of your goals? Not at all. My goal, actually, is to have 10 paying clients new clients by the by the end of the year. Ok. That’s one. So is for. Ok. Ok, so let’s pretend that for you to have 10 paying clients, maybe you need to have like this is how I would do it if I were trying to accomplish this. If I want to have 10 paying clients, I’m probably going to need like 30 sites. And I know that this is not going to be linear, right? I know that this goal that you’ve chosen is not a linear goal. And what I mean by that is like, you have 10 paying clients. We’ve got 90 days. You’re not going to get like a new client every 10 days or every nine days. Right. It’s not going to work like that. You’re going to have to frontload this a lot. You’re maybe you’re going to have to build all the sites if you don’t already have them and their sites need to be done by, like probably at least by like they they want 30 sites. I’ll probably need to have one site a day for 30 days, something like this, because I need to have enough time to do the things that are going to justify the clients paying me for the rest of the time.

[00:19:46] So now, if that’s the case and we are on, we’ll pretend that Neal, we’re on day seven. So seven days from now, you have your first accountability. Call me and I say, Neal, how many sites do you have done? Don’t have? Have less than seven for this little role play? After a week after a week. Your goal is to have one site done a day, but let’s just say in this scenario, you have five of them done, so let’s just do a little role play here. Neil, how many sites do you have done? Said, OK, cool. So I’m going to pay some of the dorms. Ok. All right. Well, regardless of how you make them, yeah, that’s not what I want to demonstrate here is like the attitude in the in the accountability group to ensure. So what I would like is almost think about this as somebody on your team that is not delivering because when you guys join this accountability group, you guys are a team to try to move this stuff forward. And I expect you to call me out on my shit if I’m off pace and you do the same for me. And through that, that’s where the accountability comes through.

[00:20:58] So, Neil, look, you said that you were going to have seven sites done. You have five done. Now you’ve got seven more to do. How are you going to fix this over the next seven days? So essentially, you have nine sites to build over the next seven days. What’s your plan and what are you committed to? Right. So now it’s your time to explain what you’re going to do to fix this. I’m going to pay someone to do more sites. So, yeah, so maybe something like this, maybe something like, Hey, here’s what I’m going to do is, look, this is why it happened. I paid people and the one guy that I was paying, he kind of dropped the ball. So now I’ve hired a second guy and I’ve got two guys working because I want a solution to the problem here, right? I don’t want to like, I want to pay more people. Do I want to understand what is the action plan that is going to fix this so that we can get back on pace, right? So if you are launching a space shuttle into outer space and NASA’s like, Hey Neil, you’ve got to have this stuff checked off and you’re like, Yeah, I’m going to make sure that it’s checked off by next week. That’s not going to fly, right? They’re going to be like, what? What is going on here, right? So this like slippery slope attitude of not meeting our goals is why a lot of us are not where we want to be, right? So we need to take a hard line on this stuff and you need to stand up for the people in your group and expect them to stand up for you.

[00:22:23] So. So, Neil, like, OK, like my response if I’m in Neil shoes, you know what? I counted on this guy. It didn’t work out. I’ve hired a second guy, so now I have two guys working. So here’s the plan is I’ve got nine sites to build over the next seven days. So four days from now, I’m going to have six sites done and then we’re going to do one per day and that will get us to nine, right? So that’s the kind of planning we need to have in place. This like very direct organized attack plan of what is going to happen. So that’s kind of what you’re looking for. In actuality, I already have 10 sites in the works because I need. The downside of getting paying clients is you need leads. So just having the sites doesn’t get I’ve got to get leads to, so I’m trying to pump to get the sites out as soon as possible. Now I got to get all the SEO role. So it’s it’s right.

[00:23:20] That’s what I meant when I said, it’s not linear for you. It’s not linear. You’re going to have to front load this and do a lot more of this type of work at the beginning. But you need to really have it planned out, right? So you need to have an action plan of how you’re going to get there, right? So that means that you’re probably like the more you plan this and the more details that you can assign to this, the more likely this is going to be what happens, right? Because like, if you could say, Hey, I’ve got to have my tent site or my tent sites done by this time, I’ve got to have these GMB. This is how I’m going to get the GMB. I’m going to have the reviews because I know that I’m going to need reviews. This is how I’m going to get the reviews like this is how many GMB is I’m going to set. This is where they’re going to be. So now you’ve got everything planned and this is what I mean. We’re like, we’re not just floating around hoping that this happens like a hoping that the Site X, I’ve got an exact plan and I just need to execute on that plan. And then this is where we course correct if we’re wrong. Right. So I need three and three GMB.

[00:24:22] I wasn’t able to get any this week. So what? How are you going to ramp up your efforts so that things change over the next week, right? So. There’s obviously a level of seriousness in my in my tone with this right, and this is this is serious stuff, right? You’ve got to. Take this and hold yourself accountable about it’s it’s not this just like kind of, you know, I’m going to try my best attitude, right? Let’s let’s actually meet some goals, right? Let’s step up. Let’s you have to get out of this normal behavior if you’re going to achieve something that is outside of your normal results, right? Ok, cool. So I’ll create those groups. I think I have everyone. I think I have everyone’s Facebook information here. I’ve got your guys phone numbers, if not. So I will put you guys in these groups. We’ll look for this over the next, you know, probably like tonight and tomorrow we’ll have everything set up so you guys can get started to be in these groups. You’re going to need to have the template filled out, right? Right. So if you don’t have that and you’re trying to get any of these groups, look at the call. Jeff, was that code last week or was that code two weeks ago where we laid out that template in the document? Can you double check a document? What’s that?

[00:25:45] The template in the document, which one are you talking about?

[00:25:48] There was like a spreadsheet where we gave an example last week. It was last week. Ok. So if you guys don’t have that, then download that, fill that out and make sure that that’s ready. So that way, when you get into your groups, you’re going to share that with the other people in your group so they know what they’re holding you accountable for and you know what they’re like. It’s kind of like it’s almost like you guys are all on the same team. The attitude should be no man left behind, right. That’s how an accountability group should be have like care enough for the people in your accountability group to speak up when they’re off track and like, do it from a place of love. Don’t be a jerk about it, right? But like, that’s that’s the way this works, right? And check in, right? Just have check ins. It’s cool to check in and be like, Hey, Spencer, how are things going? How’s your week going, man? Where are you at with this stuff? Are you on pace or are you off pace? If you’re not, if you’re off pace? What do we need to do to get you back on pace? Right? So it’s kind of like it’s 90 days. You don’t have to be married to these people for life. I think some of you guys are probably going to build some, some close friendships from this with the people that I’ve done this with in the past that a lot of them have turned into awesome friendships.

[00:26:56] It’s it’s kind of like a higher level of communication when you can have these conversations that if you set up the environment where these conversations are socially acceptable, then like you don’t look like a hard ass because you’re calling someone out, right? So if that’s the expectation, then it’s more acceptable. Ok, cool. So. All right, so that’s that, so a lot of you guys, if you guys didn’t see the API stuff, we’ve got it. We’re we’re. We are requesting if you guys did not see the form to fill out in the group, fill that out, there are going to be some like things for us to iron out along the way. We’ve got our process in place, though, and we’re excited to bring that back. I thank you guys for being patient. I know it’s been a long time. It’s been, you know, no excuses, but it’s been. It’s been grueling on our end as well, trying to work through this stuff. There is multiple things. Obviously we lost the API, then we’ve got back test accounts and then Google essentially deprecated the previous version of the API call. So we’ve had to update a lot of stuff in our code to get things to work. But I think we’re about back in business. So really excited to get you guys into that. Not all the functionality that we previously had will be immediately available because, like I said, we’ve had to update our code and I’m trying to get you guys back online.

[00:28:22] But the good news is all the functionality that we ever had will be available with this. You know, there was a time period where we removed your guys ability to edit because we were trying to preserve our API from getting messed up and then it got messed up anyways. But now, since this is your API and you guys are the ones that will be losing out, if you do something that’s Google doesn’t like too many times, you can have the ability to edit. It’s just on you. Like, I know there was a question in there best practices. There’s a lot of ways to try to manipulate your GMB by pushing like moving things around inside of Google, and I would just be go easy with that. So sometimes we want to change our GMB names, right? Sometimes we want to change the categories. Sometimes we want to. Maybe, maybe we want our name to be like San Francisco house cleaning, but we know that that sounds spammy. So like one of the previous strategies that you would do is you would say like. Um, you know, like Tom’s San Francisco House cleaning company. And then we remove and then we change it to Tom’s San Francisco house cleaning and we remove company and then we remove Toms and it’s a San Francisco house cleaning. So that was like a trick that people are doing to try to get the perfect name because then they could get it verified with this like less spammy sounding name and then kind of transitioning it into something that’s very keyword rich.

[00:29:53] I would caution you when you get your own API, don’t do stuff like that. Be careful with that. That’s some of the stuff they’re looking for. Right. So we’ll come up with the list of best practices as we roll this stuff out. It’s unpredictable exactly how long Google will take to give you guys your own APIs like we’ve seen it happen in, you know, from like a week or two to two weeks. But it’s like, let me ask you guys this, how long does it take Google to respond when you send them a question about your GB? Like, who knows? Like, it’s it’s unpredictable, right? Like sometimes they don’t respond. Sometimes it’s two months. Sometimes it’s forty eight hours. So what we’re doing is our on our end. When you guys share your share, the access with us, we we’re just going to be constantly following up with Google to make sure that this is moving forward. We’re going to we’re going to harass them. So we’ve got kind of like a harassment schedule in place for Google to try to make sure that we’re moving this stuff forward as quickly as possible. We want you guys to get back online with this stuff. I know it’s such a it’s a valuable module there. All right. Any questions on any of this? I know there was a lot of questions in the group about the GMB stuff.

[00:31:08] Yeah. Patrick Spencer asking, What are the hoops like? What are they going to be required to do or have available to get the API?

[00:31:18] Yeah. So you’ve got to it’s really beneficial if you have like a Google lab business for your business. Right. So if you have a GMB for your agency, that’s that’s that’s a good thing. It can probably work without one. Or, you know, potentially what we could do is take one of your existing jobs and use that as kind of like the representative for your agency. But it may be weird. I don’t know like how Google is going to take it. If you’re if it’s like Spencer’s plumbing company. Yeah, this is my marketing agency that I need my API for, right? So there is a I can’t remember, I’ve got someone else on my team that’s that’s kind of working on this Google Workspace domain that they’re going to set up. I think that cost six dollars a month. You do not need to keep that payment going. We need that during the authentication process, essentially. So that’s not like a lifetime bill that you’re going to have to incur. So, but you know, getting that set up makes seems to accelerate the process. We’re still, you know, the API is not going to cause issues with your guys, Google, my business. That’s that’s not how it’s going to happen. But the process of getting things set up is is where we’re kind of like testing things. Any other questions on the GMB stuff? We got Jeff. Yeah, I don’t see anything. Ok, cool. So where we’re moving and this is kind of like a one two punch. There’s obviously a lot of things that there’s a lot of changes coming if you guys didn’t watch the call from last week.

[00:32:58] Big, big changes within the software, right? Probably the biggest changes we we are approaching about 12 months since we launched. I was kind of looking back on the functionality we had 12 months ago, and I think it’s more than doubled since we launched. One of the things I want to talk to you about, I know that some of you guys are up. You guys invested in us for the yearly renewals. You guys have that price locked in. Like I said, we’ve like I said at the beginning, right, like anyone that that took that price, you’re grandfathered in at that price, right? So that was a pretty massive discount. Your discount is safe. Everything is good there with what we’ve done in the last 12 months with adding in automation and the now the phone system, I’m excited. I’m excited to have this stuff for you guys. And I think it’s going to be a game changer for a lot of you guys. If you haven’t seen that call last week, we’ve built our own phone system and we’re also now supporting Colorado. If you’d like to have your call rail stuff brought in with ours. There’s a lot of automations. If you choose to use our phone system, I’ll tell you that our prices are cheaper than in Colorado if that’s a phone company that you’ve been using in the past. I intentionally am trying to have a better value, right? A lot of the automations and stuff like that, they’re not available with a third party phone system.

[00:34:23] One of the benefits of having our own phone system is that we can kind of control things and kind of build it up how we want. So really, really powerful automations, we’re going to go into that and a little bit. We also dropped into Google Analytics last week, the code. The approval hadn’t gone all the way through as I thought it is had as of Sunday night. We have the approval so you guys can add in your Google Analytics accounts and have all your data brought into right into the platform there and see if in real time we’re going to continue to build on this. So some of the things that that we’re going to be doing is setting up alerts. So let’s say your traffic drops for one of your site. You could get an alert. That’s an important thing to know. So we’re going to be doing a lot of like reporting. That’s kind of where this platform is, is really going to be headed is like adding in as much reporting as possible and having a lot of automated reports of like, Hey, your traffic. So for Google Analytics, right, your traffic is down 12 percent like month over month for the last like 30 days, right? So like this type of information, I think is really important. And as we build our agency and as we scale, it can be easy to kind of lose track of some of these numbers. So that’s one of the challenges that we’re faced with in our agency.

[00:35:43] We have hundreds of sites. We’ve got thousands and thousands of leads, over ten thousand leads coming in a month, like how can I tell if, like this company is now down 10 percent in Leeds? That’s something I want to know. But with like, it’s hard to know without having that built in so that reporting stuff is something that’s coming. Another thing that we’re really looking at doing is white label having like the full white label service, right? So this means that if you want to, you can essentially have like maybe, maybe it’s like CRM at Dan Brown CRM. Dan Brown, right? So being able to have kind of your own version with your own branding, so it’s not going to say like, be generated on it, right? It’s going to be you’ll have the ability to change the colors and add your own logo right? And it will be on what appears to be your domain. We’re going to do all the hosting. Still, you guys are going to have to set up some DNS stuff, but it’s also going to be hosted for us. It’s all going to be the same files in each of you guys accounts. We’re not like taking the software and moving it to your domain. That’s not how it’s going to work. We’re going to set up in our software. It’s going to be smart enough to like, look and look at your account and say, Oh, OK, this is Dan’s account. So we’re going to route it over to this like this and then we’re going to change the branding in real time.

[00:37:02] So that’s kind of how it’s going to work. So that I think is going to be really good. And this can go kind of like hand in hand with our affiliate program that we have. So you guys in your accounts, there is an area and I’m going to build out some training on that. So we are going to have an aggressive affiliate program here. So the current way and this is not locked in, but this is kind of the mindset of how I am thinking about this. So the first, like five people that you signed up will be at 30 percent on going. The next 10 people will be at thirty five percent and then anybody after that, 15 people will be at 40 percent on going. So it’s almost like you guys can own two thirds of a software company without having to deal with the cost and the support. So we have tracking, we have referral codes. I will build out some training on how to do that. I am absolutely looking for an army of people to help us, like push our software, right? So the white labeling and the affiliates, we’ve talked about the phone system, the automation, there is a lot of. That’s right, Spencer. That’s what that’s exactly what we’re going to do, brother. Yeah. So I think I think, you know, I’ve done a lot of demo calls since we sponsored this, this conference, and there are just so many people that have talked about that other platform. And they’ve talked about how difficult it is to understand and how they love this platform.

[00:38:32] And it’s been amazing to hear that feedback and we’ve kind of been limited with our ability to push this. And now there’s limitations are gone. So we’re going to really be going after it. And for those of you guys that are looking to monetize on this, not only like to make your businesses run more smooth, but to kind of like create some some revenue without having to do much. If you don’t believe in the product, then like, hey, then don’t don’t be an affiliate. But for those of you guys that are supporting us into behind us, which I imagine is everyone on this call, otherwise why would you be here? Like this is your opportunity to kind of monetize from the work that we’ve done, the hard work that me and my team has put in over the last four years. Now building this out, right? So. It’s like I said, I don’t want to be locked into those numbers, it’s a painful number to give up, but I think if like I think being like just generous towards this is going to be great motivation for for getting for pushing this thing out really, really hard, right? Having a super strong affiliate network, I’m going to build some training. We’re going to build out the different like parts and pieces that you guys can use to market this right, like, you know, all kinds of marketing materials and stuff like this. Ok, cool. So. All right. Any questions on any of that before

[00:39:54] There was one question everyone was asking about Twilio specifically about the phone system.

[00:40:02] Yeah, so at some point we may have that integration in there, we haven’t built it that way. Her numbers are very comparable to theirs, except you get like all this massive functionality that we’ve built around it. It is more expensive than a little bit more expensive than 12, depending on the plan that get. But that comes with an immense amount of functionality that is built into this, and it’s integrated in a way that. Even in the program, that goal high level program that Spencer was talking about, I haven’t seen an integration that works like this. I spent months and months just kind of going over the UI, looking at every possible phone system out there, finding out what I did and did not like about it and kind of building my own All-Star team and then blending it in to the CRM to work kind of seamlessly throughout the program. So currently you’re paying a little bit more for that. We may have the integration into Twilio, where you can just drop the thing in at some point. But as of right now, it won’t be necessary to support your numbers into our system. The porting can be done from any like it’s like, I think it’s an FCC law that carriers have to allow numbers to be ported in and out. I have heard of. Um, somebody charging like one hundred dollars to try to pour the number out, I think there’s a thread in our in our group that talks about ways that you can get around this. These like unscrupulous business tactics to try to like, ensure loyalty, if you can call it that.

[00:41:37] So. When will be the phone system be available for us? Yeah, so I was we actually have it in regenerated as of right now, we just have it hidden. So there was a couple of errors. I thought that we were going to be live with it this morning. I had my development team work about 18 hours yesterday and they just weren’t able to resolve the final error. So my anticipation is that like in the next twenty four hours, you will see that fully live inside of the inside of the group there for the phone plans or I’m sorry, the phone system. So I spent a lot of time today preparing all the documentation for it. So. And then we’ll do some trainings on it, the way it’s going to work is it’s a separate subscription from your normal subscription because you’ve got all your stuff there, but this is something that is going to cost us per unit. So we’re essentially passing those costs onto you guys. Obviously, we’re going to make a profit from it. We spent a lot of time investing in building the system. But you can scale with this, and I think at the the most expensive plan is I think it’s forty five dollars for 15 numbers, so it’d be three dollars a no per month. And then I think it goes down to, I can’t remember a little over a dollar per number as you scale up. So and then you can add on numbers in between plans and stuff like this.

[00:43:01] So I think it’s really I personally think it’s really affordable. It’s cheaper than anything that I’ve found where I had a phone system like this. You know, I previously used Call Rail and I got so frustrated with them over time. They, in my opinion, they started adding in a lot of like sneaky cost that like, Oh, my bill went up, but I don’t have more numbers and now it’s up again. And I just got frustrated with that, the clunky ness of it. We are also really close to launching our mobile app, hoping to have this, this mobile app. I think I would love to. Maybe if I can get like 10, I don’t really want to go more than 10 volunteers we have I’ve had the mobile app available for on my phone and on my. I’ve got two phones, I’ve got an iPhone and Android, so I can test both versions of it. So I’d love to get like five Android users and five iOS users to volunteer. So Jeff, if you can, maybe we can get a form together. We can throw it in the group and we’ll we’ll get some volunteers. So those people that are chosen to test this, this is like beta testing. So don’t be frustrated if this thing doesn’t work perfectly, but we can test it all day. And then there’s some things that are just seem like they’re impossible to test as as a developer to to go through and be able to account for different things, like different conditions that that that seem like we can’t think of.

[00:44:31] So getting the actual beta testers in there is huge for us. So yeah, we’ve got that. The functionality right now is here. There’s not a good way for me to demo it on here functionality right now. The way it works is you can install it and then you can kind of see all your leads. You can send the leads to clients you can edit, you can get push notifications when a new lead comes in. So I think one of the big values that that come with this is the ability for your clients to install it and get push notifications when a lead comes in for them. So this is something we’re like. I know that there’s some of these other other platforms out there that are charging to use a mobile application. There’s no fee associated with our mobile application as we release the white label versions. I’m trying. We’ve tried to build the mobile app in a way where the branding that you set up the color is the logos and stuff can be passed on to the mobile app. But the problem is the app has to have a name in the store. So we’re trying to work through. Maybe we’ll have just like a generic application that that everyone can download, that it’s like, hey, it’s like CRM application or something like this. And then you go and you download that and then your white label stuff can be applied to that. So we’re trying to work through that stuff.

[00:45:50] So you personally, I think I’ve shared this with you guys. I’ve had a number of issues. Prior to starting this business model, I worked as a mobile developer, building both iPhone and Android applications for several years, and that something that I’ve that I’ve been really passionate about and I’ve been ultra frustrated with the people that I’ve hired to build the mobile applications for our team. And I just want you guys to know, know no, no matter how easy it might look from the outside, where you see someone that is doing big numbers and you think that this ship is just smooth, you know, smoothly riding down the river all the time, it’s not the case. We’ve got a lot of our issues and complications. I was talking to Devin in the last like month or so month and half, really since I started joining this mastermind. One of the things, as I was mentioned earlier on this call, one of the things is like Get clarity around your numbers. So in an effort to do that, I started monitoring a lot of the output from the people on my team and the hours that they’re working in this type of stuff. So in the last month and a half since we put that effort out, I’ve caught five people on my team out of like 30 something that are logging extra hours like we were paying them hourly. So they’re essentially stealing from us, right? And it’s painful to hear this. It’s frustrating. And I want you guys to share this too, because this is going to happen to you guys.

[00:47:18] And maybe there’s things that you can do to learn from my mistake of not paying close enough attention, not paying attention to your numbers enough. Like if you have one VA and let’s say you’re making like five to seven thousand the month and you have one VA that you’re spending five hundred eight hundred dollars on, you’re probably going to watch them, watch them like a hawk. But we were in a situation where we had thirty four people on our team, right? So we’re going fast. We’re growing. There’s all this moving parts and pieces. And when that happens, you start to like, maybe take your eye off some of these metrics. At least I did. And I’ll tell you, you guys, you need to measure things. You need to pay attention to this stuff. I’ve someone who’s shared this before. I’m big on Montrose, and one of the mantras that that I have is is going to be like, what you measure is what gets done and what gets improved. That’s that’s something that I’ve read a lot with these books that are going through. And I think that if I could go back and tell myself something several years ago, it’s like, measure this stuff, pay attention to it, get people on your team, get these reports coming to you on a daily basis. Jeff, you just give us like maybe 60 seconds on the I can’t remember who is a Brendan Bouchard the five dial. Yeah, that’s Dan Sullivan.

[00:48:40] Yeah. Yeah, Dan Sullivan has this concept of five dials, so it’s like when you get into the cockpit of an airplane, you see all these these dials everywhere. If you ask the pilots, like, how do you monitor all this stuff? They’re like, We don’t we just have these these main ones, right? So everything kind of rolls up to these main dials. So that’s kind of the way you want to set up your business is how do you get enough data and metrics and reporting around all of those things that are swirling around in your head and get other people delicate, all of these main tasks so you’re not having to execute on everything, but you’re just getting the information that you need so you can get a read on it. And so I know Taylor does this very well. From what we understand is he has his teams reporting to him every morning and he just gets an email or whatever. No, that was Rudy Mauer we were talking to and and he just gets an email and it just he has like the five main things people reporting on Hey, this is good. And then if there’s an issue, they bring it to the table and it can be discussed and resolved as needed. But he’s kind of like, you know, there to put out fires there to keep an eye on everything so that he knows the bigger picture of the way things are growing in real time or going right or wrong in real time, and not to be stuck in the weeds and all the details of what’s going on. So that’s it’s a really great concept. Certainly, Dan Sullivan didn’t didn’t create it. He’s just really good at making thinking tools for entrepreneurs is the way he describes it. And he he’s put a process in place to teach it and give you like a a way to arrange it so that you have these things at your fingertips. So it’s really cool.

[00:50:20] Yeah. So I see the question what are the five from Joseph Graham, right? So the five are different for every business, different, right?

[00:50:30] That’s part of the thinking tool is that it challenges you to think through your business to figure out what those five dials are for you personally in your business because we have the same business. But the things that are important to us might be different because our goals are different, right? Or our challenges is you just overcame or different or whatever.

[00:50:52] So I’ll give you an example of some of the ones that I’m putting in place, so for for you guys and for the software, right, some of the stuff that I’m putting in place, I’m going to have different KPIs for the different parts of my business and departments of my business, right? So for the software, one of the ones I want to know is the average response time on tickets. Right. So what is that number and then how do we improve that? Because what you measure is what is going to get get done and what’s going to be improved. So if we make this information available, just like when you’re in a competition, right, you are going to. The research has shown time and time again when you’re in a competition and you’re kind of like looking at these numbers, you’re kind of like pushing each other up and up, right? So I don’t know what the average response time is, but that is something that is very important to me. Like, how can I provide better support if I don’t know that? How many times what percentage of the time does a ticket come in where it isn’t responded to in twenty four hours? How do we make that percentage? Is zero? Right. So these are the numbers that we have to measure. So I’m building that into our system on the back end for our support team, and that’s something that I’m going to look at on probably starting out.

[00:52:08] I’m going to look at it on a daily basis and then I’ll move it in to weekly and be constantly monitoring that. And that’s how the support team is going to be judged, right? So how can you set this up? Some of the other stuff that that I’ve been reading, it’s like they have this like revenue expense ratio. So that kind of tells you how efficient your business is, right? It’s like how much money are you bringing in versus how much are you spending? What about how much money are you bringing in based on how many employees you have? Right. So these are important numbers, right? So start thinking about them. Come up with your numbers, even if they’re rudimentary, like get your mind in that mindset and then improve on them over time. This is important stuff. This is the stuff that I think was like left out. We all learned technical skills to rank websites, but when we started this website business, we started a business and we didn’t necessarily. Not all of us learned all the business skills we need. I know that having a degree in accounting and a degree in management information systems, I felt completely unprepared for what I needed to know to effectively run this business right? And maybe that’s just me, and I wasn’t paying enough attention in college, but you know, I chose to do something about it and I’m going to continue to write so. All right, cool.

[00:53:21] So, all right, any questions? It’s about the Google Analytics stuff. We’ll be dropping the training in for that as well. I think the training for that is finished. Ok, cool. So phone system, look for it tomorrow. I’m going to go back through and just kind of like demo a little bit of the automation stuff real quick. We’re going to be one second here. Screens will be shared. There is kind of a. Oops! There’s probably a little bit of a gap that maybe some of you guys realized in your accounts where it’s like, Hey, why does it say automations? And then the automation say text message, but texting and there’s no way to get a phone number, right? That’s because we had planned to have everything in there. Like I said, we did not want to back things out. We just kind of hid them so that the errors wouldn’t be exposed. Can you guys see my screen? Good. All right. Awesome. Ok, so some of you guys may have realized that we’ve reorganised things here and now we have the CRM section automations is hiding inside of here. So if we look at this. We can create a new automation by going over here and clicking. You’re going to have some templates. Right? These are things that we believe will be used often. So you could just come in here and say like, Hey, this is a form of text. So if I click on this, it’s got form submission set up here and we’ve got a text message written out just as high a new form submission came through.

[00:55:01] Here are the details. Here’s the details, right? So name phone, it’s pulling all the stuff in from the lead, and it’s putting it into a text message and it’s setting it to this other number. We don’t know what that number is. You can choose your client’s number, right? So if you have a client, that is. I don’t know what’s going on, why that’s not showing up, that might be part of an issue. Our clients will be listed off here, right, so that so that we can choose those. So this this right here, this name, right, that is a variable that is being pulled. So these variables are kind of like allow you to. Essentially put dynamic information into into the text message, so it’s going to take the name from this lead and substitute it into this spot right here. Ok, so makes it really handy. Also, notice there’s a button that’s being included or link. Right? So this is a link to the lead details. It’s going it would be showing up right here. So in our future update, that link will be shown here. And you can hide it or or you can include it or not include it, right? So if you wanted your client to be able to click on this link and then load the details they can do it through through that, OK, if your clients don’t have access to this, it’s going to be confusing for them and you probably don’t want to include it.

[00:56:18] But for those that do, then that’s what you can do. Ok. You probably don’t want. We probably need to change our template a little bit so that this is not checked because what’s happening now is like, this is a new form. Submission is being submitted and it’s going to be texted to the client’s phone number. No matter when it comes in without this being checked, like the way I have it now, it’s going to be every day between eight and five p.m. This is going to be if someone submits a form at 3:00 in the morning, it’s going to send a text message to your client at 3:00 in the morning, with which maybe not what they want, right? So you can come over here and specify the window when this happens. In this time zone will be the time zone of the company that is associated with the lead. So if it’s like Timmy’s tree care, when you set up the time zone 4:00 Eastern, then this is going to follow the Eastern Time time zone schedule. So that’s how that’s going to work. So that is a simple one for text to client. We’ll go back. Let’s do a different one. Let’s pretend that we want to do reviews. So this is pretty cool. It knows that I don’t have a texting plan, so it’s like saying, Hey, you should set that up.

[00:57:28] For those of you guys, each of you guys will get one free phone number from us. Ok, so this will allow you like if you choose not to use our phone plan, at least you can be texting. You can. If you don’t want to use ours, we want to make sure that you still have the functionality to use a lot of the automations. It’s just you’re going to choose one number. You assign that as your default SMS texting number and that can be used throughout the platform. So this also enables don’t want to get sidetracked here. Let me open this in a new tab. That’s not working. So we have like text message notifications that can be used to. So as we bring our GMB module back to life, you could get a text message if like a GMB, get suspended and you can know instantly, like there’s an issue here, right? So all sorts of different notifications can happen through through texting as well as like the automations and stuff. Ok, so this right here is a template of an automation for reputation management to request a review. You can start with the template and you can change it however you want. This is just a starting spot. You can see that for this one, the way automations work is, there’s like triggers, there’s actions and there’s filters. Ok, so the trigger is some event that’s happened like a new form submission like we saw in the last one.

[00:58:41] I’ll just go, I’m just going to put this in for a second just because I skipped over this. A filter is going to be like, Hey, OK, when a new form submission comes in, then do all this other stuff. And if that’s what these filters are, if the company is equal to and then I select this company OK, or if I want it to be more than one company, I can say OK, if it’s one of these, if it’s equal to either one of these, then do it. Ok. If you have a. If you would like to. This is pretty cool, I know a lot of you guys have looked for this in the past, so let’s say if a zip code. Is equal to and then notice this right here, it’s a separate value, so maybe, maybe Allen’s company is in a big city and I’ve got more than one client that services Allen’s company, right? Maybe I’ve got Neil and Dan or both actually my clients that let’s choose a different company. Let’s choose. Um. Right. There’s not going to be a really easy one here. They’ll have people’s names. We’ll do awesome new company, so awesome, new company is my website. Awesome new company. And I’ve got two clients for. I’ve got Dan and I’ve got Neil and Dan services, the northern part of town. So I’m going to put in the zip codes.

[01:00:09] So for any of the forms that are coming in from the northern part of town, I can list these off right and I can have this automation. I can have this automation continue for for this person this way, right? So it gives you the power to kind of have some dynamic routing in real time as stuff comes in. So this is kind of how the filters work based on the item that you choose. So in this case, it’s a form submission. So it’s giving me like form related filters. You can have more than one trigger at the same time, too, so I could say phone call, so a new form submission or a new phone call. So these are the filters you can see. This is the condition for the new form. These are the conditions for the call. So if I want the call, I could say OK, if the status of the call is equal to mist right, then do this. So if you kind of like some of you guys probably got that really quick with this, what does this mean? This means one thing you could do is if your client misses a call, then you could send a text message to the person that called and say, Hey, this is client name with company name. Sorry, I missed your call. I got my hands full right now. What are you looking to have done and have that automation start automatically notice that we have a trigger for a new text message, too? So if they respond, then we could essentially forward it on to the client.

[01:01:36] One of the things that our mobile app is going to do is it’s going to handle this routing for for the client. So when a text message comes in, we could have it be a push notification within the mobile application and they could just respond to it. And when they respond to it, we can have it send a text message back out. So that’s where we’re going. It’s like two way texting to maximize the conversion rates of our clients. How does that value add? Look for your clients. I think it’s going to be huge. Personally, I’m super excited to have that in place. All right. So let’s back this stuff out of here. What we originally had started with a review request. Ok, so let’s take a look and just do a little refresher on this. I know not all of you guys are using the reputation management stuff. We’re going to return to that in a second. So. Just a quick overview of how this works, this is our funnel. Every company has a funnel. You can add an image or whatever you want to this thing. I think we have. So I don’t know if we have any. Ok, so I can add my logo in here, I can change the color in the text up here to be whatever I want. I can add this where I can add my logo.

[01:02:43] I can add all this text. I can change the email address that is included. If this is sent as a as an email, right? I can change it right here. I can change whether this is stars. I can change this to be faces or thumbs up, thumbs down if I’m a little the stars. Notice that I have like review for the five stars and the other ones all say feedback. Maybe some of you guys want the four star to be review two. So I’m going to save this and kind of how this works is. When I click on preview this, this is the funnel, right, so if we were to automate the process of sending these funnels, the client gets a text message with the link and they click on that link. It’s going to open up this page or they get an email and they click on the button and the email, and it opens up this page. They click on five stars. If I had a website, add it here. Where’s my? Maybe it’s under. There it is. That’s the one. Ok, so he got ships bear removal here. All right, so now if I click on five stars, it’s going to show I’ve added a Google site here. So if I click on the Google site, then it’s going to redirect right to the spot where they can leave their reviews. For those of you guys that are struggling to get your GMB to move, get more reviews.

[01:04:02] Enroll your clients in the idea that it’s in their best interest to get reviews for you because that means your site is going to rank better. It’s going to be easier for them to close and they can close for more money. So this process is going now, combined with automations is going to make this reputation management like killer for you guys. So we click on one star. The way it would work is it will go to feedback and that can get routed to the client. So now we’ve kind of protected our client from getting a bad review and we have the confidence that we can send this more often. And not just like cherry pick the people we know are going to leave us good reviews because this will help protect it, right? Ok, so that is the funnel, and that’s kind of how that works now that we know that let’s return to our automations. Ok, so I’m going to leave this one open here. Ok, cool. All right. So. I’m going to do a new automation, and I’m going to choose this review request template. Ok. Yes, I know I don’t have texting. Ok, so. The way that we have to set up is it’s going to the Leeds phone number and you can see that the little thing we’ve written here that says, Hi, this is for this example, we’ll stick with ships bear removal. Hi, this is shiv with shifts, bear removal.

[01:05:12] We really appreciate the trust you. It’s going to substitute that. And in real time, because the lead is associated with the company client is associated with the company. The reputation management funnel is associated with the company, so all that stuff ties together. Our system is smart enough to understand what to put in those spots, right? So this is Shiv. What shifts bear removal? We really appreciate the trust you put in our business by hiring us. We’re doing our best. You can change this to whatever you want. You kind of get the idea. So this is going to be a text message that goes out. And if I click on this link auction’s and I’m going to choose to include a link and this link notice that says it says Review Funnel. So if I do that, then that link will be included in this and that text message will go out. And then when they click on it, it will go to this screen here. Now. We scroll up here, notice we have this in-depth review submitted. It’s impossible for people to be able to tell like that. The person I’m texting actually is the one that submitted the review. We don’t know that Google is not going to know the phone number of the person and say, Hey, that person that you text like. That’s not how it will work, right? So what we can do is when they do this, when they click on this button right here, it’s going to pull them out of that review sequence.

[01:06:26] So it’s going to stop sending them. If they do that, we don’t know that they actually left this review, but that’s as close as we can get, and I think that’s going to get you guys pretty far. So that’s what that is. If that happens, it’s going to check a flag in our system and that flag is going to disable this the rest of the sequence. So if it happened on this one, then this other stuff won’t happen. Right? One of the actions that’s built into these automations is the ability to wait so we can say, wait a second. So we sent the text message, if it’s getting to this point, they haven’t click that button. So we know they we can be sure that they have not left the review, right? So we’re going to wait until some time passes. You have a few different options. You can do it immediately the next day, the next week, or you could choose some time passes. Over here we have days, hours and minutes. So I’m going to wait until three days passes and then I’m going to send a follow up. This one’s going to be an email. The first one was a text message. Now we’re going to send an email, so it’s pretty similar. Hey, this client, this is client name of the company. We’re doing our best to improve our online performance, and your review would be a wonderful gift to our company and our team.

[01:07:29] If you can spare a few minutes. Please click the button below and share your experience. So this is this button here, right? So again, I’m going to check this. I’m going to choose the funnel. We have the option to send it to the lead details which we talked about earlier or other could be like whatever other link you want. This will allow you to change the color of the button and the text, and then whatever the color of the button, the color of the text of the that’s in the button, and this is the actual text that would show up within the button, right? So. So that is kind of the how that email can go out. These are some of the actions that you have, right? You’ve got. You can check for a condition. So it will continue. Let’s take a look at this one. We can say, like, hey, if this condition is is equal to this, so this is just kind of like if this becomes true during the sequence, then we’ll be checking for that. If this is turned on and then it will stop or do whatever you want with this. Ok, so that’s pretty cool that you can throw that in there. You can wait. You can create a new contact for our contact area and update information. You could update a field status. So I started thinking more and more about how we can get our clients to be the ones that are the ones requesting the reviews.

[01:08:48] So if we can get them to do this all the time. So here’s the idea that I have, and I’m going to build this into a sequence. You can already manually do this once once we get our texting going on. So what if I know that like, let’s say my I’ll give a simple example. Let’s say I have a towing guy. I have a tow truck guy. So the tow truck guy, I know that the sales cycle is really fast, right? I know that it’s probably going to be less than two hours. It’s going to be over, right? So we’re going to know in two hours whether this guy got the towing job. So I could set up a sequence that sends a text message to the client and says, Hey, were you able to get this? Were you able to close this, this job? And I could set up a trigger. I can make my own custom field that says, like job status. And it could be like sold or unsold. And I could include a link, as we saw earlier, to like the details. So that way I’m asking, I’m sitting mutex, sitting in the lead. I’m giving them the option to update this like, Hey, did you close this deal? If so, mark this as sold. And then we have the ability for a trigger like up here.

[01:10:04] A trigger could be the field status is updated, right? So I could say field status update it if this field is completed, whatever it is, I don’t probably have it in there. But imagine I’m choosing like, Oh, here we go. Sold status. I do have one sold status is equal to sold, then do this stuff and that will trigger the review request. Right? So I think that would be really powerful because then you’ve got the automation to follow up with your client and the client is the one that’s marking the job is sold or not. And then when they market, it sold, then it triggers the review request. So then we like we could. How many reviews can we get doing that? It’s taking out the stuff that the clients are not remembering to do, and the way that I want this to work is I want this eventually to be a pop up inside the mobile application where they can say, Hey, here’s the lead information is just sold. If so, Mark sold. So you change the time that you’re waiting to send the client based on the sales cycle, right? So for towing, it would be really fast. If you’re in like tree service, maybe it’s like four days. If you’re in real estate, maybe it’s 30 days, I don’t know. But the point is you’ve got a process in place to collect those reviews and automate that. And we know that the reviews are a huge ranking factor, right? So this is like automation that will help your sites rank better.

[01:11:24] Ultimately, is this kind of what I’m looking for in my agency with this so that I think it’s going to be really powerful. Some of the other actions we have in here, we have. And if so, you can end this if something becomes true, right? If some field status becomes true, then we can stop doing the sequence. You can send a questionnaire if you look back up here at the pipeline or at the top here, we could say a new deal in a pipeline, so this could be great for onboarding. If you’re moving people through a pipeline and you could have like, let’s let’s take a look at this pipeline here. This stuff is really, I think the automation starts to tie everything together and makes using a lot of other parts in the system. A lot more valuable to use, so let’s say I have this pipeline here, right, and I know that there are prospect and then they I move them over to call scheduled and let’s say I move Marty McFly from call schedule over to qualified because I’ve had my call, right? So now I can automatically have a text message sent to Marty, maybe three days after I moved him that says, Hey, Marty, really enjoyed the call with you the other day. Have you thought about what we talked? Whatever it is, you can automate that follow up, right? And then maybe we move them to deal closed, and when we move them, the deal closed, it automatically triggers sending them a questionnaire.

[01:12:44] So the automations, like I said, they’re starting to like just bring everything together and kind of make this one like well-oiled machine. Right. So we’re going to continue to add triggers and actions, and I’m up for hearing whatever ideas you guys have as you start to, like, get familiar with the system as we start to play with the system. What is missing? Let’s get those in here, right? So now that we kind of have that automation stuff in place, it’s actually been like we can add the automations pretty quickly. We went from like no triggers to 10 triggers in about two weeks. So there’s probably we’ve been using this in our agency, right? We have and we fixed a lot of things, but maybe there’s stuff that exists out there that’s not perfect yet. So be patient with us as we watch this, as we continue to improve this. So I don’t think I have that ability to demo the phone system really yet. I know that he demoed it last week through a test account. I guess we’ll be showing more of it. See if there’s a way I can do it real quick here. Give me one second, guys, any questions on any of this stuff. Is this exciting for you guys? It’s exciting. We’ve got any questions hanging around there.

[01:14:07] I don’t see any specific questions unless I missed something, but people are saying, love it, sweet love. It makes sense. Yep. Ok, that works really well in our experience for the clients to be able to get an automatic notification. I mean, I haven’t really used the automation sequences yet, but just getting a adjust to something as simple as getting a text when we get a form submission is really helpful for clients, especially in high volume niches.

[01:14:38] So this is our this is our development server. So we’ve had, like I said, we’ve had this live for a long time within our agency, and it’s just a question now of kind of dropping this code into a newly generated platform. There are so. Um, let’s see here, if you wanted to purchase a number, you can go down here to this old numbers area and collect purchase a new number here. It’s redirecting me to the plans because I don’t have an active plan for our development area here. I’m running my real agency through a different account for this. The texting will. It will look a lot like Facebook Messenger. We modeled it after that. You’ll notice over here. This is the integrations that I was talking about before you can make. This stuff is just like tied in throughout the entire application. So if I want to make an out and outgoing call, if I had a company here and a tracking number, I could put the customer number that the text message conversation is for. Their number would be here. I could be getting call and make that call directly through the browser or if I wanted it to happen through my phone. I’ll put my phone number here and click Begin calling, what’s what’s going to happen is it’s going to call my phone and say, press one to connect to this number, this customer number, when I press one, it’s going to call this customer number.

[01:15:55] But the caller ID is going to be the tracking number, right? So I’m making like this outgoing call from my phone, from the tracking number. And so that’s kind of like how that works. So these integrations, like the phone, are just built in all over the system. Here’s the area. You can essentially do the same thing on a browser, phone or call. Follow system appears to be broken right there. Hang on one sec. Let’s try that again. I think when I go too fast on that screen for some reason. All right. So the call flow system is kind of like a decision tree of how you can route calls based on whatever logic you want. I think you’re going to you guys are going to like the user interface here. We worked hard to try to make this easy to use. So the first one can be like a greeting, so I could put in a a message here. I can type in a message of like, this call will be recorded. The quality assurance or whatever, so I have the option to do that, or I could upload a video or I’m sorry, upload a an audio file here, right? So then it would play that as the first step.

[01:17:04] So this can get really flexible. You’ll see that this is similar to our automations. We’re kind of we try to train people on how the system is going to work and it’s going to try to be consistent throughout. So the next thing that happens like the greeting. Ok, so the greeting is played and then I want to dial phone Thunderbird so I can pay. I want it to go to this phone number. Or maybe I want it to go to like these three phone numbers. Right. So pretty simple to add that stuff in there. You can also choose to have this go to the browser phone, right? So I can choose someone within my agency. And if this user, if I created a user account for this guy, Anthony William, and he’s logged in, then the phone will ring inside the browser. And what will happen is like a little floating phone. We’ll show up here in the lower right corner where he can answer that and when he answers it. You get some one second here. It caused the share for a second. All right. Bear with me, any questions come up while I’m doing this?

[01:18:04] Yeah, we have a couple. Laurent is asking, is there a double charge when you’re using the connect with your phone feature?

[01:18:12] The double charge.

[01:18:14] Assuming for usage.

[01:18:19] I mean, we’re not charging anything. I mean, it’s your standard, your standard stuff, there’s there’s no double charge. It’s. Whether you are well, first of all, are you getting your charge for the numbers right and you’re not going to? This isn’t going to affect the charge for the numbers. The second thing is like you get X amount of minutes per no right and you’re going to not be charged anything extra above that. So regardless of whether the phone call takes place in the browser or on your phone, that stuff doesn’t change. Now you may have like your own like cell phone carrier stuff that is charging you for my usage and stuff and connecting a phone call that is out of our control and that still applies to you. Right. So. I think most I don’t know a lot of people still monitor their minutes and stuff like that on their cell phone, but I think we have some sort of unlimited plan. I don’t know how

[01:19:16] You can actually do it over there. All right, so one more question Ariel is asking when you’re getting phone calls forwarded. Can you have the caller ID of the incoming call show as the tracking number? Or is it only the customer number that you can show? It’s a

[01:19:31] Great question. I believe it’s just the track, the tracking number, but that is one hundred percent something we’ll be adding because I think that’s a great feature that I’ve used in my business. And until you ask it, I think I hadn’t even realized that that was missing, and I’m only about 80 percent sure that it’s missing. There’s probably a 20 percent chance it’s in there. I just don’t have the clean answer for you. But it will certainly be something that that is coming. Ok, so. This is the I’m not receiving a phone call, but I’ll just give you a demo of how this will work when an incoming call comes into the browser. This thing right here will kind of change, and this little phone down in the bottom right will bounce around, OK? And it will. It’s not going to be flying all over your screen. It will be a controlled bounce down here and it will flash colors and the phone will ring. And this will come up. It’ll tell you the name of the company. The phone number. And you can decide if I want to answer this. You can click on Answer and it’s going to load this up here where I could take notes on the call. It’s going to give me a company overview of the call like the company that’s associated with this call. There’s an area in our company profile now where you can update and add an overview, and you can also add a script so you can have this kind of like heads up display and real time as the call comes in.

[01:20:50] So for those of us that are answering the calls and we don’t know all the details of the companies, or maybe we have people on our team that are fielding the calls, you’re getting like some call center type functionality built into this right here. So as the call comes in, I can click, I can take the information. I know that for a while I think Carrie, were you answering answering the calls for one of your clients there for a little while? I can’t remember. I feel like you are. Yep. Yeah. So this would be useful for you, right? Where you could take this information. And then this knows the client that’s associated with it. And you can look at them here too and say, this is like our client. Ok, and then when I click on Send Bead right from here, it’s going to send the lead right so you don’t have to, like, go somewhere else and empty it. So like more efficiency, right? You can also text the person that’s calling or send an email if this is filled out. We’ve got some ironing out to do on this. I don’t I do not think this email thing is present on the live version, but this is kind of like the what we call the floating phone, and that’s the the way the incoming call will work, right? So you guys will notice as we drop this thing in here, you may have seen a notification that says like allow microphone use. So that’s why it’s asking we’ll be changing that so that it only asks that if you have a phone plan, because that’s all we need it for, right? And I’m thinking of more and more ways that we can.

[01:22:18] Not ask until it’s necessary. Right, so I don’t want to ever have this like association that we’re somehow listening to. Whatever you’re doing, it’s just to try to make the phone system work, right? So. So that’s kind of that’s we’ve got other steps in here and our call flow system. So round robin. Ok, so this is really cool. So one of the problems that I had when I was using choro is that tow truck. Let’s talk about my tow truck client again. So my tow to our client, we’ve got two of them because one of them doesn’t work twenty four hours and the other one does. So we have this like complicated logic that we need. And then the one that didn’t work twenty four hours says, Hey, I want to work twenty four hours and now I’ve found another client and I’m like, OK, but now this guy is paying me more than the first guy and like, how do I divide up these calls? Tow truck drivers, they often have multiple drivers, so you’re not sending the one phone number you’re sending to like maybe three drivers and you want to have a rotation. Well, like with Call Rail, you can do this round robin, but you can’t do it round robin to multiple numbers. So that was one of the things that I was like really after when I was building. This is I want the ability to round robin it, but some multiple sets of phone numbers, right? And we can add in as many sets as we want, and then we can also use a weighted distribution, right? So I could say I want sixty five percent of the calls to go to this set of numbers and thirty five percent to go to this.

[01:23:43] So it’s going to ring these numbers. And once it gets, once someone answers one of these, then it will stop ringing on the others. That’s kind of how that works, right? So that’s the round robin functionality. Maybe some of you guys are familiar with something similar. There is a scheduling in here where you can have something like the call go a weekdays. I wanted to go here between these hours, right? Or we could do a menu system where it says, like, press one for this, right? So like press one for sales, right? So I can make this be sales, right? And press two and you would make a recording or read something up here so that you can instruct the people like when they get to the step and the call flow. And it’s like saying, OK, maybe this is probably the first half of the menu right for sales. Press one, so you would upload that recording. And then this would tell us what to do where it’s like you see this little little line that’s coming down here and then it’s going down to here so you can build out some pretty complex decision logic. You can also use this to tag things. I think, Carrie, this might be good for you being able to, like, create tags based on certain things.

[01:24:48] And then when you’re on our calls page, those tags will be present so you can see like, OK, this one was tagged this way. Maybe like, here’s I actually use it in that telling guy, too. So I have like standard telling calls that go to this person and I have heavy towing that go here and I want to know which person got how many calls, right? So I can say, like if the user pressed one, then I’m going to tag it with like standard showing. And if they press two and it’s heavy telling, then I’m going to tag it with you telling. So then when I go and look at the calls I can see, show me the heavy towing calls, right? So now they’re already tagged because the person press to write. One of the things that I like to do as well is like, I said, like Press five, if you’re like, press whatever, if you’re a marketing company and then they like, press that. And then I have another message that says, like, Hey, we really value your opinion. Our dispatchers for the towing company are not going to be able to help you at all. So the best thing that you can do is just send us an email here and we’ll follow back up with you when you try to follow up with everyone. Reality, we don’t just we’re putting the marketers in this little cube over here to stop harassing our our people, right? So any questions with the call flow system?

[01:26:07] I can just imagine trying to do this in Tullio. My head exploded way back. Yeah.

[01:26:13] There’s like there’s obviously like there’s some there’s some time that went into setting this up in a way where it’s like understandable and try to make it work. It’s been a long, long time trying to build this and get everything in place. We have porting that. You can do from down here. You can port a number, you’ll need to select your country and then you can go through. There’s like an authorization letter. You’ll need the bill, the last bill, I think, from your last invoice, from your current carrier. A word of caution like we’ve used this in our agency now for a while. We think we’ve ironed out everything. Oftentimes what I’ve learned is we think we have everything working and then I release it and then you guys find bugs that we didn’t know existed, even though we’ve spent so much time trying to test things. So maybe a good idea or a good strategy would be to get a couple of numbers, maybe pour it in a couple of numbers from your maybe four sites that you don’t have clients yet to make sure everything is cool and then move everything over. Let’s like maybe start slow as much as I would love to have you guys transfer all your stuff in here. That’d be great for us in our business. What I don’t want to do is I don’t want you guys to be upset with us because we had some bug that we didn’t know existed. So you guys are the first Test users outside of us that would use this. So I would just say, let’s like start slow. I don’t know about any issues. I don’t think there are any major issues. We’ve been using this for a long time, but I just want to let’s pace things. Let’s start a little bit slow after everything is cool with what we with different users and everything, then bring over everything, right? So I just don’t I don’t want to be the cause of you guys having any problem like logistical problems in your business because the phone system didn’t work as we believe it, that it does so.

[01:28:07] Speaking of logistics, what is the process to port and will there be a separate question an API to Twilio specifically?

[01:28:16] So the process the port is to go down here into this area here where it says port number and click on new. I go over here. I don’t know if this will work. Yeah, so there’s a form that you’re going to fill out here with some documentation and you’re going to upload it and then we’re going to make the request on your behalf. So that’s kind of what that that letter is. There’s a letter to download and then that will start the process and the process can take different amounts of time. It’s not like it’s not like on us to build something. There’s like we send over this documentation, say, Hey, bring it in over here, and then they say, Yes, we’re going to do it on this day, which is not going to be tomorrow. It’ll be like four or five days from now and then they’ll transfer it. We’ve transferred over a ton of stuff from from Colorado. We have not had any downtime on our on our calls at all. We we haven’t had that happen once. So that’s been my experience so far. The API thing we don’t like that is almost the same question that we had earlier. There is currently not a Twilio API, right? So we don’t have a connection to have your stuff brought in from Twilio. But like I said, our prices are almost the same price as Twilio. But instead you get like all this automation and stuff throughout the system and this is everywhere. And you know, I think at some point we may have that Twilio API. We just we’re not set up for that yet. So if that is something that’s really important, then like maybe our phone system isn’t the the one for you yet. And but like I said, the pricing difference is pretty nominal and we may have see if this is in here now, but I think the functionality, the automations that make up for it are going to. Like, that nominal difference is going to be way outweighed by the automation and stuff.

[01:30:08] I didn’t do any of that stuff in Twilio’s a nightmare in my experience anyway. Another question will we be able to run leads from Facebook ads or Google internally generated? How can we do that?

[01:30:21] Yeah, you can already do that using Zapier. We will have a native integration into Facebook, as well as some of these other areas like Clickfunnels and stuff like this. So if you need to like step by step instructions on how to connect Zapier, let me see if I can maybe launch this off screen and not expose all the things in my Zapier accounts.

[01:30:46] I want a quick, a quick one. While you’re doing that, can the floating phone icon be disabled if I don’t want to be distracted by it?

[01:30:54] Yeah, that will only show up if you put yourself in the call flow with the browser phone, right? So and then I think the direction we’re moving in is to have that floating phone be available all the time. If you want it, like we’ll have a switch where it’s on and off and then you can easily just make outgoing calls or text messages from the floating phone. So I think that’s a better UI, so you’ll have the ability to shut that on and off if we do that right now. It will only show up if you elect to put yourself in the call flow with the browser phone as the choice. Right. So it’s it’s a very it’s it’s not something that is going to like accidentally happen, I think. Any other questions, Jeff? That’s it for now. All right. Ok. Here is how you can create a connection using Zapier to Facebook. That’s right, which I’m so if I search for, I’m in Zapier. I’ve created this app and I search for Facebook, and you can see that this option here. Facebook lead ads. So then I would do this and I would say when a new lead comes in, then I’ll click continue. It’s going to make me authenticate into my Facebook account.

[01:32:14] I’m not going to do that right now. I think you get the idea and then I’m going to search for lead generated. And. I will choose an event to create a lead, and then I will continue. It’s going to ask me, I think, to in the next step, it’s going to ask me to choose my lead generated account. Ok, so. We have detailed information on how to do this, but you’re essentially going to create an API key for Zapier and then that key lines up with the company, so that key is going to tell be generated what company just took the lead into it as as it arrives. So that will create the lead, right? So it’s pretty simple. You don’t have Zapier. I recommend it. I would actually recommend spending time on how this works because this is like. The automations are going to be killer inside beat generation for that part of our business. This is going to handle the rest of the world, right? Automation outside of we generated four different things that can happen. So like getting fluent and how Zapier works is it’s a valuable skill, in my opinion. Like, we have it doing all sorts of different stuff in our business all the time, right? Like we have it, when people before we had our automations in place, we had it when someone signed up for a new account.

[01:33:41] I still I had it up until recently when we had the automations. When you guys submitted a ticket, I would get a text message, so I would I didn’t have texting built in at the time. And I use Zapier to make that happen where it’s like, OK, if this happens, then send a text message and it would pull in all the information. So some of you guys submitted tickets and then I sent you a message on Facebook like 60 seconds later, right? Because I’m like, This one is going to require me. I want to get on this right away. This might take a minute to get sorted out. Can I get the text message and I’m sitting in front of my computer and I’m like, Oh, this is from Harry. Let me reach out to Harry real quick and can find out what the issue is so that I can like, start this train earlier, right? So that’s that’s because of is accurate. I think if you go back, I think there’s like four thousand applications or something at this point that that Zapier connects to. Second.

[01:34:41] Everyone, why you’re getting that, everyone’s asking about IVR, the phone system.

[01:34:47] So IVR is what we is essentially the call flow thing that we just went through, right? So that ability to build out like a decision making tree, so the IVR stuff is fully built in and it will be available, I guess, as soon as the phone system is in there, which is. I mean, I would be willing to bet that it’s going to be to today or tomorrow morning. It should be there. Oh. Don’t know where that went. Ok, so give me one second here. Explorer, I think we’ll show us the apps. Ok, so. Stop your OK three thousand plus apps, so you can build out some really complex automations. You can connect this like I’ve heard of people like when someone signs up for something, then like you could have a contract written and it’s like substituting in variables and like just doing all kinds of crazy stuff. There’s, you know, I’ve noticed that a lot of these people like like we were at this conference and this guy was trying to enroll us in his mastermind, his name’s Rudy. He’s like part owner of Pier one. And like RadioShack and all these different things, he’s got like a mastermind coaching program, and he has all these different automations in place where it’s like, you know, like when this happens in QuickBooks, then like, do this, this and this, right? So that’s kind of what Zapier can do for you is like just like the amount of applications that are in this.

[01:36:19] And then there’s other ones like this, too, but you can browse through this and use your whatever what’s needed in your business, right? Like, Zapier is always a good spot. If there’s an automation that’s missing in your business that can’t be handled by the generation regenerated, then you know there’s a lot of stuff that’s that’s this can be used to do. There’s DocuSign, right? So that’s probably how they were doing that contract stuff. This is one we use in our agency dock. There’s scheduling stuff. There’s PayPal you could like. Hey, when a PayPal thing happens, do that right? So think about these automations, they make us more efficient, right? So. All right, cool. We are an hour and a half, Jeff, are we caught up on questions? You’re caught up on questions. Good to go. All right. So we’re going to reach out to you guys, like I said for the accountability group stuff. I’m excited to get you guys in this. You know, for no other reason than to try to help you guys inspire you guys, I would say, take this, take the accountability group stuff seriously for those of you guys that choose to participate into it.

[01:37:27] You don’t have to commit to living your life this way forever. But if you choose some goals and you got 90 days. Obviously, our family and our health comes first, but like make this, make this a close second where it’s like, this is really what I want to accomplish and I’m going to put everything I have, I’m going all in for these 90 days. It’s the rest of the year. I’m going to make a big difference this last last quarter of the year, right? So all right, guys. The wins that you’re going to have over the next 90 days are going to start with things over the next seven days. So I’m going to get you guys lined up and do what you got to do to create the wins for next week. All right. I hope you guys like the new stuff. I hope you guys are happy with the way this platform is coming along. The GMB looks like it’s coming back. A lot of cool stuff coming down the pipeline. You guys have a great week and we’ll see you next week in a group. Adios, amigos. Thanks, guys. Appreciate it. Well. They have a great night.