How the UPSELL Feature in Copilot CRM is a Game-Changer!

Hey, everyone, it's Mike Andes, founder and CEO of Copilot CRM. And I want to talk today about probably my favorite feature inside of Copilot, because, honestly, the reason Copilot exists is to make you more money and increase your revenue. And I think that so often the times we get bogged down with like, oh, like this scroll and we're have this little feature or this little button, and we can have this. And that's all fine and good, but ultimately, I just want to make more money using the software. And this, in my opinion, is the one that really moves the needle. Because without spending any money on marketing, you can use this feature and double the size of your business. You say, how is that possible? Well, typically, we think of growing our business, getting more ad. You're spending more money on ads and getting more leads, getting more customers, sending out more estimate proposals. And those things are good. You can grow your business doing that, but it typically takes a lot more output because you got to go do the sales calls, you gotta go do the estimates, you gotta visit the customers, you gotta run ads. All that time, money, energy spent on getting new customers, when in reality, the best revenue is simply taking your existing customers and selling more of your products and services to them. So instead of just them spending $1,000 per year on your business, how can we convince them to spend $2,000? Because if we can take the same customers and take them from $1,000 per year that they spend with us to 2,000, we literally could double the size of our business. And this is what the upsell feature inside of Copilot allows you to do. And that is with a tap of a button, your crew, when they are on site, they can recommend specific services that customer needs. And so the thing is, when a lot of times when you're solo and you're working out in the field by yourself, you are able to upsell so many jobs to customers because you just simply look around while you're on the property and say, oh, they need this service. They definitely need this. I could definitely sell them that. And then your customer, when your employees get on the job now, all of a sudden it's like, man, I know that these properties that they're working on every single day, we could get more jobs from. But why? Why is there no more upsells coming in? A lot of times, you know, employees don't want have to talk to customers. They don't have to, like, text you and tell you that Mr. Jones needs a certain service. They simply just want to do their job and move on. And so what we've done inside of COPA is allow you to be able to very easily get information from your employees, but not just get information and actually send out emails and text messages that you can customize and send to your, your, your customers very, very quickly without having to even see anything. Because what's going to happen is on the mobile device when the employees are out in the field, they're simply going to see what recommended services they can offer that customer that oh Mr. Jones need needs weeding service. I just did mowing but he needs weeding. I can go ahead and upsell him weeding. And you're like well what if I don't want the customer? What do you want the employees to be able to just easily, that easily send someone an upsell? That's fine. We've on the back end Copilot the ability for you to be able to review those upsells before they go out. You're able to have user permissions if you don't want your team members to see it, but you only want your crew leads to see the upsell options. That's also an option as well. But now every single time your crew goes to a job site they're going to be able to choose from a pre selected number of recommendations to upsell customers into. It will absolutely change change your business because you'll stop spending money on the marketing machine of Google and Facebook and rather spend $10 for every one of every new customer that comes in from your employees. Because on the dispatch board now every time they send out an upsell there'll be a little icon that tells you that they didn't upsell on that job. And if that job is accepted you can give them a 10 or $15 reward for doing an upsell and just being literally taking five seconds on their mobile app to just simply choose what the client needs on the property. This is an absolute game changer and I truly believe this one feature alone can unlock 15 to 30% more revenue in your business. If used correctly you create a custom text message text, a custom email and if you want you could pricing is could be inside of those templates and when it's sent to the customer they're actually accepting the job. Upsells is fantastic. I've seen users inside of Copilot already double their business without spending a single penny penny on marketing. I actually have some free training that we recorded a couple months ago that I'd love for you to see about upsells and just how powerful it is to your business. So in this email down below, there's a button. Watch this webinar. It's about 30 to 40 minutes. But I promise you, after seeing the power of upselling and how important it is to your business, you'll never look at a customer the same. Because where your customers at is literally like pieces of gold sitting all around their property. But you've just got to be able to capture that with your employees when they're on the job site.