Small manual tasks start stacking up, catching up on follow-ups, re-adjusting scheduling, invoicing, review requests, the list goes on and on. Sound familiar?
What’s one task you’re still doing manually that you know could be automated?
What’s stopping you from setting it up?
The "people" side of things- quote approvals, job confirmations, review requests, feedback forms.
On the flip side, invoicing and scheduling was the last thing we automated because of the room for error!
I like your perspective about "room for error" and I'll consider it in my Ai Action plan, but I'd like add some perspective here. I think the best way to deploy a AI feature like that that allow us to scheduling is in the first stage put the human in the loop to check and approve until we trust in the model 100%.
By the way, nice to see different points. Thank you for sharing... have a good one...
Quote follow-ups, 100%!
It's super easy with Jobber's Automations. I did change the generic language though (inspired by Never Split the Difference ) which recommends using questions to illicit an emotional response.
Day 2 - Did I totally miss the mark?
Day 5 - Should I cancel your Proposal?
I also write the messages so they look handwritten, not automated.
I've found if someone is destined to convert, they will reply. If they aren't, they don't. It works wonders.
Still learning though. Interested to hear others' thoughts.
All your different leads should be coming to one place - Jobber haha but you can usually use zapier to automate that work flow. The other thing is your KPIs. There's a couple schools of thought on those - you should calculate them manually so you feel the pain of having to look at them. I don't like that at all because then I won't do it and run my business based off the fell. I love Jobbers KPI dashboard and you can pull reports to cover the other bases. Maybe AI can't do all of it but you can sure pull the jobber reports, throw it in Chat GPT then ask it for the KPI. Problem solved.
I completely agree with this, and this is how I generally do things
From my perspective, two areas should be prioritized: 1) Lead first contact, because it's extremely time-sensitive and directly impacts conversion raters in the sales pipeline. 2) Scheduling process: because it's a very time-consuming task for our operations team.
