Every automation list starts with the exciting things. The ones that pay are boring: answering, reminding, and following up on work you already have.
Module 8 of the Castells Media academy for contractors: Automation.
The rule that decides the order
First: nobody waits without an answer
Second: the appointment does not get forgotten
Third: the quote gets followed up
Fourth: the review gets asked for
What not to automate
What it connects to
What we use, and the disclosure that goes with it
Which automation to build first. Put your own three numbers in. Whichever is biggest is the automation to build this month, and it is almost never the one that sounded most interesting.
Do this next: Count those three numbers before buying any tool. The biggest one is your first automation, and you may find a phone reminder fixes it.
Written by Castells Media, a marketing agency at 1298 Antelope Creek Drive, Roseville, California, working with home service businesses across the US.
Castells Media Inc, 1298 Antelope Creek Drive, Roseville, California