Get Your CRM Account Setup by Mike Andes (FREE)

Hey, everyone, it's Mike Andes, founder and CEO here at CoPilot CRM. I have a very exciting announcement today, and that is that we are going to be giving a free bundle of all the templates for SMS text messages, emails, automations, and really making sure that your entire account is being fully utilized. Over the past couple of years, we've started Copilot, I've noticed so many people get into the system and use such a small piece of it. They might not use text messages, they might not have automation set up correctly. And so instead of trying to just coach you on how to do that and rely on Copilot University, we're now actually going to build out this for you. All of your text templates, all of your email templates, and all your sequence automations that are required to scale your business. Now, there's several reasons why we've done this. Now, in the past few months, we've enabled the emoticon support for text messages. This is huge. When someone gets an email, only about 30 to 40% of people will actually open it up. Like good open rates are about 30 to 40%. Why? People get busy. Sometimes it goes to their spam folders, sometimes they forget to open it, they have a thousand other messages. Text messages get open up over 99% of the time. Now, once that message gets opened, I want them to immediately click on the link that I'm trying to send them to an estimate, or to an invoice, or to leave a review or to take some action, fill out a form. And I can do that so much more efficiently with emoticons. So these templates have really focused around a couple things. Number one, being clear, concise, straight to the point. We're not going to be putting a bunch of images, videos, a whole bunch of links, email signatures. We're not going to. Why? Because we want to focus on email deliverability. By adding in a whole bunch of attachments and videos and very heavy files to an email, the likelihood that it's actually going to even get to the customer is low because of spam filters, taking a lot of those and putting them in the spam folder before the customer can even see them. So we're really optimizing for email deliverability. The next thing we're trying to focus on is text. First. We always send out emails, we are always utilizing that to send out estimates or invoices, but we're at the exact same time also going to send it via text message. This is to ensure it actually gets opened by the customer. We actually get like 0% of customers that do not receive your estimate can accept it. 0%. And so when people say like, is it worth going to say the enterprise level or adding in texting? My answer is always the same. It's like, look, if you have 30 to 40% of people opening up your email and I can immediately bump that to 99% of people, that there's a very good likelihood you will double your close ratio simply by sending via text instead of email. Now think about this. What if I'm also following up via text message and I make it very simple using the new customer portal with one tap of a button, immediately see the estimate and they can accept it, request changes, or if they decline, we get a reason as to why they are declining the the estimate. These are the small little things that matter. And now with the bundle that's completely free from the Copilot Marketplace, you can get your automations, your text templates and your email templates completely set up for you. I've optimized these alongside Parker, our head of support, to make sure these are going to work in terms of open rate getting to the customer as well as conversion and getting more jobs on your schedule. And ultimately if you can text your customers and it gets read more often and faster, much, much faster, this is going to lead to your business growing. And that's all we care about here at Copilot CRM. So what do you need to do? Go to Copilot University. There's a video that Parker's going to walk you through step by step of how to for free. Download this from the marketplace and get it set up inside of your account. There's a few customizations you'll want to make. For example, you want to make sure your logo is installed. Also there'll be some automations that you might want to customize or even take out. For example, if you're out in the field and you're an estimator and you have an office staff member, we have automations now that every single time they leave a call note you're going to get a text or an email summary exactly what was said on that call. That is a huge benefit. So you don't have to go back and go to the dispatch board or have your your your laptop in your truck. You can just get a quick brief update via text, via email immediately to know what's going on in the business without having to be there in person. This will allow you to scale, get out of the office, be a continually focus on sales and operations, and that's really the objective of doing these templates. So go check out CO University. There's a video there. It'll give you the key to be able to unlock the free download in the marketplace. And from there, it'll take a few minutes to customize those and you'll be set up and rolling. Look forward to seeing you grow your business using sequence automations, using text messages, and using these new email templates. Thank you so much.