OneLeg Up

Overlooked Features of Lead Perfection and Five9

October 11, 2021 OneLeg Inc
OneLeg Up
Overlooked Features of Lead Perfection and Five9
Show Notes Transcript

BONUS EPISODE: Our podcast about Lead Perfection and Five9 covered so much ground in the first two episodes, we were surprised to find that we actually needed a third episode. On this episode of the OneLeg Up podcast, Chief Mastermind, Vic Sun, is joined by two of OneLeg’s Tech Alchemists: Steven White and KC Urias to discuss all things Lead Perfection and Five9 and uncover some of the tips and tricks in utilizing both platforms that have earned OneLeg the go-to reputation for deploying and managing both platforms.

All right. Welcome to one leg up where we discuss how you can deliver the very best customer experience and, of course, how you can achieve zero marketing waste, I'm Vic Sun, the mastermind here at one leg. And today I have permanent guests for this limited series for our video podcast.


Steven White and Kassandar Urias. And they're both tech alchemists on our technology team. Casey and Steven, how are things going?


Things are great. It's a beautiful it's a beautiful day. I have finally mastered the process of cooking eggs in an air fryer souffle style, and I just winget like test. I just test. You fail. You test these. What do you mean, souffle style? How do you make it puffy?


You know what, I. I've never looked up any way how to do this, I just thought, what if I put some eggs into a silicone mold? I did that with a little heavy cream. And gosh darn it, over the course of those four minutes, it's I swear it's fluffy.


It was fluffy and soft, almost like a like a quick like a hardened custard. I don't know how that sounds. That sounds gross visualizing wise. But I promise you it and let's call it an egg steak. Solid it up like an egg steak.


There you go.


Oh, I'm doing great. I'm just thankful every single day that the temperature where we're at in California is under eighty degrees today is one of those days, and I could not be happier.


Perfect. Well, you know, it's always good having you guys on this. I mean, we've had we've had, you know, several people ask us for more and we feel based on the audience and the people are downloading and listening to the podcast, you know, we can continue on with this party and really where generally technology


agnostic, but a number of our home improvement clients remodeling, construction, they usually perfection as their CRM. You know, a lot of manufacturers use that as well. And today, we want to discuss some of those features again. Right. That our clients often find they're overlooking them or, you know, they're missing some system efficiencies that will help their technology


perform even better. And so, I think, you know, a lot of people have started to gravitate towards this limited series run of LEED perfection five nine. And I think we're at some point we'll probably add on some leads as well in there, some tips and tricks.


And some of our partners have reached out to us saying, hey, this is really very helpful. So today, again, you know, in the sense of, you know, for the series for LEED perfection, five nine perhaps, what do you guys want to talk about?


What is one of those big features, things that have been overlooking that you feel we could help our audience out there who are using who are liquefaction users?


I think one of the features that is overlooked in LEED perfection is the post-sale area. And a lot of people recognize that it exists, and they see that there's a lot of options in that area, but people just don't know where to start in terms of tracking that territory.


So, I wanted to talk about one of the basic overviews of a post-sale, which is keeping everybody on track, which is the milestone grid.


OK, so for those people who we don't even know what that is, you know, because it's I mean, we know what that is. We worked on programing that for some of our clients. And, you know, but how how does one get to a milestone?


And what is the purpose of a milestone grade or a milestone tab?


So, the way that you get to the milestone grade is going to be under the production tab. And a lot of these Presell features that we're discussing are going to be located under that production tab. The purpose of the milestone grid is it keeps track of all of the things that home improvement industries especially go through when


it comes to post sale. So, for example, you're looking at released a production that's the very first section, then to measure, then to order, then to ship, to receive start part order and completion. And so, all of those steps, every time one of those things are achieved.


You can mark it off on the production tab under this milestone grid, and it alerts anybody that you want that that part of the section is done. Not only that, but you can also set it up where people are prompted to get ready for the next step.


So, it keeps that post sale process where people tend to be asking a lot of questions, like, oh, well, did you get the permit yet? Did you already check with the city that the homeowner? It makes it a lot better for the team to all stay on the same page.


OK, so essentially you've got once a sale has taken place. Right. All this information is being sent. Well, you know, many people don't send that information, so maybe that's why they don't know about the Mouseland. But you can and you should you send all this data from your digital hire's, your home improvement agreements or from leap


into the back end of perfection, which is really where you would see the milestone grid populate those and kind of start creating the schedule and figuring out where the actual sold project is in terms of a timeline. Right.


Whether they're in the process of getting there, the project final measured, or if the materials are going to be ordered. And so what would be one of those reasons, do you think? What's stopping some of many of the perfection users from using the back end or at least the milestone grid on these?


Honestly, I think the biggest method is the biggest reason that people are getting stopped from using it at this time is just because they don't know how to use it. And one of the things that people tend to overlook or maybe it's purposeful, I don't know, is this really keeps everybody honest.


So you can run reports to see what salespeople, what the vision is, creating your hold ups for days, for weeks, for months. And you can see that, you know, John Doe has consistently had a late or a pending status in this area on several jobs.


And that's something that you can keep track of, that, you know, it's not something that you're going to be able to do as well, only using paper and some other persil programs. The wonderful thing about the milestone grid is it's all color coded.


So, you know, it goes from due next week to do this week to OK, you're about to be late to oh, this thing hasn't been touched for a month. So, it's a very, very efficient system for keeping people honest.


And I just think a lot of places just haven't gotten to that level yet. A lot of people are still relying on persil paperwork and contract and just tracking people down.


Yeah, and I think part of that as well is on the production side, many owners, you know, nowadays are depending on your industry, but let's say for windows and doors, it's this is this, this the pandemic and has really created a lot of backlogs and manufacturers.


So if you order a window or a door, for example, or several of them, you know, where it used to take weeks for you to be able to get this installed as a customer, you're probably not waiting months.


Right. And a lot of companies are probably not taking that data. They're not collecting that data. They're not crazy as milestone points to be able to send to their manufacturer and say, hey, look for this particular product line that we have.


You're almost always delayed, right? You've gone from two months now. You're at two and a half months and it's happens to be in this area of our business or this market. So I think it's just not being able to look past the back end as something that actually helps them with efficiencies.


You know, you could create all kinds of efficiencies where, like you said, I'd like that. You know, it sounds like you can keep people honest. You could notify them when something's late. Customers and internal staff, you can take a look at your production side, look at your timelines, you know, keep that nice and tight.


And at the same time, you know, figure out where your where your backlogs are. But also, it's because a lot of people really have other platforms that they're using not knowing that is able to do this for them, or at least, again, they don't know how to solder.


It's a daunting proposition when you don't know how to. Sometimes they just end there. Okay, well, I'm going to do it because I don't know how to do it. So, thank you, Casey. Let's shift over a little bit now to Steven here.


Steven, what about you? What do you think is another feature? We perfection five nine leap patch, something that's been overlooked, and you feel that this is something that you definitely should be doing or at least looking into?


Yeah. Well, thanks, Vic, for bringing me into the fold here. So, one of the things I've been noticing is everyone's reluctance to or maybe it's overreliance on the voicemail system. It could just be I don't know. They're stuck in a rut of let me leave a voicemail.


Let me leave a voicemail. Let me let me ask you this. I know I'm guilty of this. I have probably two voicemails that have been sitting on my voicemail box for the past month that I've never listened to.


And I'm sure some of the people listening today probably have something like that. It's just cumbersome to check. What do you think?


Yeah, same thing with me. I mean, technically, people who leave me voicemails, I don't get back to for maybe a couple of days. If you text me or you email me, I'll probably get back to you in the first two hours.


Right, it's just the information is locked into a long process that nobody wants to go into. So one thing that we've done, utilizing the options that lead perfection has available and some nifty programing is using call tags. We can enable the perfection system to send out text messages, text messages that might just be a nudge like, hey


, you know what? I just tried to give you a call. Please give us a quick call back. There's something I want to discuss, something simple that lets the customer know that one. We're trying to contact them. And this could be for like Casey was mentioning one of these one of these production items, or it could be


for, you know, potentially trying to start the process of your sale process, completely reliant on what process you have, what needs augmentation and what needs improvement.


Yeah, I think part of the issues there in Alaska, as well as to how you've been more creative with these. But, you know, I know that we've created opportunities for our clients when they're using five, nine or affection or both, where we can actually go ahead and record a video or the recording itself and send


that through a text or an email. Right. And people will most likely listen to a recording if it's in the text as opposed to it being on a voicemail simply because, you know, there are more steps to it.


And, you know, when somebody calls you, it's a miscall and you're like, you're going to have to go through your miscall list. Figure out who that is. Then you go to if you're an iPhone user, then you go to the another tab.


It goes where all your recordings are pressed that button and listen to that whole thing. But people like getting texts all the time. And you can simply attach this this recording of yours or to video through a link on your text message, and they can listen it from there.


If you're an iPhone user, you can even just press one of those buttons. And a lot of people have been using that. And I think this these are just some of the simple, creative ways that I think we have done for some of our clients and that you've done.


But what about the content? Maybe talk about a little bit. How do they make their text and their emails? You know, with some of these video recordings or their actual voice mails, you know, more palatable for people so that people will go and said, you know, OK, I'll listen to that, or I'll leave.


I'll open that.


Well, some ways to improve. The chance that someone takes time to open up one of your voicemails or emails or text messages is the first of the first few lines of text, the first few characters, if you will, on the text message.


If it's something that's going to grab your attention, like, you know, maybe we goofed up or something, that kind of elicits an emotional response because people are emotional creatures. That's what's going to draw in the person on the other side to say, you know what, maybe this is something I need to double check on.


And I know that as well, as well as the content of the text message being a good attention grabber. What's within the text messages are just as important or what's within the email is just as important. For instance, one thing we've done before is create a profile for each one of the salesmen of a company so that


every time they are about to go out to a home to demo a product, they have a short 20 second video saying, hi, my name is X, I do this and I'm really excited to meet with you, will be there at 10 o'clock.


That emotional connection where they see the person coming out, they can trust that this person is going to be who they say they are, really does start the process on the right foot. And I know that usually we have.


And what we found is, is statistically the chances that this person answers the door, allows you into the home and sits through the entire process is has gone up quite a bit. So just a few little tidbits here and there where we can improve the process for you, for clients and for the salespeople and for the company as a whole.


Yeah, and I think videos and in and again, things like that creatively and even having a conversational eye, you know, Chabot's linking that to sending them a link right into your text messages, tying me down to Casey. We'll get back to you as well, Casey.


But you know, you got a milestone grade, for example. It's already a solid client. And now they're about to complete their job, maybe, you know, and it's after business hours, rakers, the installer has just left home.


They've marked this down as a completed project. At this point, a call center is probably not available anymore. You don't really want to give a long, drawn-out phone call to someone. So, you basically send them a text or an email or even an automated message.


Right, with a link or something that comes with a text and say, hey, you know, answer these two questions or at least have a conversation with us with our AI'I assistant. Right. And even take you to the next steps, sending him to a landing page, for example, to confirm the next appointment.


There are so many good ways. But it's I think what's missing is planning at that user journey. So, let's get back to you. Casey with Amount's on grayed. This allows for planning. And what have you found? I mean, aside from just well, I don't know how to do it, what is what is missing with the planning side


of things with a lot of companies. Which is why they're ignoring or at least are not using some of these features.


It's really difficult to use the milestone grid unless you already have kind of made the commitment to get a lot of your other systems tied into the perfection. And so, let's say that you say, OK, I want you to access this document to use for this client.


And that's something that has been passed out as part of a process on the milestone grid. If you don't have access to that document already, then you're going to have to go find it on the different program or you're going to have to go find a physical copy.


So having that whole post sale process tied into lead perfection is kind of the prerequisite to being able to use the milestone grid most effectively.


OK, so but for an audience out there who's still daunted by this whole thing. And we know that we can manually input these things. Right. You know, you can. It's out of the box ready in terms of if you want to just start leaving your Excel spreadsheets and your other and manually writing this


down some where you could literally just enter it into the back end or even upload the documents. So, what has been your advice to those companies that, you know, maybe you don't have as effective and as efficient as it can be, but what would you what would your advice be for?


Just to start something so that they can at least get familiar with the back end of it.


I would say the best place to start is to make sure that your contract is malleable to the system. And for those who are not actually familiar with the term mockable, it just means that taking all those fields that are available on your contract, maybe they're already populated through another system, maybe they're not.


It's making sure that perfection can understand the fields that are on there and automatically have that already available for you in the system. So, you're not sitting there. Entry, reentry, reentry, reentry. That takes a lot of time, you know, so you want to have everybody enter the information once in one place.


Let's say it's on an iPad when the sales rep is already with the customer, or maybe it's your administrative team taking in that information over the phone. You want them to write it once and it goes all over the back end of the process.


So, you type in Jane into the first name. Jane's name is now on the contract. Jane's name is now on the measure. Jane's name is now on the next the next work order. And Jane's name is on all of the different work orders that follow.


You know, it's something that you only have to do once, and it goes throughout everything. But getting those initial things mathematically, perfection is really not as scary as it sounds. It's something that experts like myself and Vic and Stephen have had, has had experience doing.


And once that's done, everything else kind of falls into place.


Yeah, and for those people who have, you know, Manuel, can't, you know, paper documents and contracts, even if you think about, well, you're going to scan this and put it in somewhere. But if you get most of the companies will probably have some sort of administrative assistant or somebody who's like their clerical side of things and they'll


have to enter this manually. I don't I don't find anything wrong with that. I think it's you know, I if it's something that you need to enter into your system, because if you lose the paper document, you have it in there.


And I think it's the first step really is, you know, everybody has to start somewhere. And if you have some paper documentary contract, you mentioned all of that, and you're kind of OK. Well, I don't have this automated mapping into each of these fields yet.


You can start by simply just entering it into the system. And for those, you know, pricing job, costing sales, people's commissions, these sort of things, you can actually even create those fields and to perfection. Enter the Manoly and just start abandoning your Excel spreadsheets.


Right. We have a client who who's a startup and they're doing like six, seven million dollars a year even as a startup in home improvement. And we discovered that everything that they do is on a on a Excel file, a shared Excel file.


And really, you know, when we help them transition into perfection from their other CRM, they you know, the first thing we said was like, you can just stop using Excel because you can start entering this. Directly into your CRM or ERP right here, your affection acts as a pseudo ERP in the sense that it has the


backing or part of it. And first, even with the with the nudges, are the things that you've seen here on leap perfection that can be automated or batched going back to you. Some of the content, some links to maybe a chat bot or lamey page, what have you, or give some specific advice, as you've seen, like


this has created a huge lift in terms of performance or revenue or efficiency. Something very quick, basic, you know, a specific example that's really worked out so far.


Sure. So as far as. Improving air, I guess, reducing the amount of cost needed to process and create documents and nudge clients, just simply having a process that automatically notifies clients through. We've created a few different options.


One of them was a chatbot that somebody could ask a question and find out exactly what the status of their order was. It freed up the time of somebody calling in a free call center. And I mean, if it's reducing costs on call center and having an extra agent available to answer these like very basic questions that


can be done through a quick search, a quick search, the system, then we're giving our marketers more time. We're giving all of our staff members more time to complete projects that are still in the queue. So just having that extra time available, freeing up that remedial question is really simple.


And it frees up so much time in it. And it definitely affects the bottom line for our clients.


Yeah, and I think it's because of the happiness. It basically means like I know that project, obviously, that you're talking about. We have an automation where you can put in your order number and it tells you exactly where it is.


And it's not necessarily for improving. We have one for a client where you can type in the order. It tells you if it's just left the warehouse, when it's going to get to your door and you want to make changes, you can do all of that from within one place.


A text message, you know, that leads you there. It's so simple. But companies miss out on that because I think they they're kind of forcing the issue. It sounds like you're suggesting something that in a nice way, you're saying, well, look, you know, don't force the issue.


They don't. You don't just need to call and call and call and leave messages to people. You can actually use other channels because people do like text. We do like emails. Right. And people can receive more than just words on a taxi that you can send them photos and links and videos.


And I think, again, that is something that many industries, including home improvement industries, are missing on right there. They're still in the oh, I've just started text people, but whatever I'm texting them is just all words.


It's all about me. And it's not entertaining or it's not like a video. It's not a recording and it's not fun and exciting. And so they say, well, it's not effective. And I think that's one of the episodes we're going to be talking about with when we when we get to our Hach episode, or at least


, you know, for texting platforms, you know how to make that truly effective. So that's it for us for today. I really appreciate both of you guys. And I'm sure our audience, you know, hopefully they've learned something. You know, we've we hope that you've enjoyed our chat and learn a couple of things.


Guys, as always, we here at one leg believe that poor marketing and operations pollute the planet and that the business is full of tired, outdated, indistinct and unremarkable underperforming marketing. That sucks. But what's even more is that many companies forgotten the most important thing of all.


And that's really the customer. That's your focus, right? We're on a mission on behalf of our clients as customers to change and to learn more. Go to zero marketing waste dot com again, a zero marketing waste dot com, where you can subscribe to our blog and to this very podcast series.


You can always find us and follow us by looking for bingo to flamingo and one like candle every shows like shows or socialize online. Thank you guys for being part of this series. We'll chat soon.