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Save 20+ Hours/Week with These Automations

📅 May 5, 2026 ⏱️ 25:49 🎤 Adam Sylvester, Cory Byron, Phil Risher

Chapters

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  • 0:00
    Automate Customer Retargeting
    The episode opens by highlighting the missed opportunity of not retargeting past customers, describing it as a 'gold mine' for most businesses.
  • 2:08
    Lead Nurture Automation
    Phil explains two crucial automation types in the conversion funnel: lead nurture for initial inquiries and estimate nurture for proposals.
  • 3:24
    CRM Integration for Nurturing
    The discussion moves to using tools like Go HighLevel, CHIIRP, or Hatch to integrate with CRMs like Jobber for effective lead nurturing.
  • 5:31
    Automating Upsells/Cross-sells
    Cory and Phil share examples of automating upsell opportunities, such as suggesting hardwood floor cleaning during a rug pickup.
  • 7:48
    Omnichannel Follow-Up Strategy
    The hosts stress the importance of using text, email, and calls for follow-up, noting that text messages have a 95% open rate.
  • 12:04
    Automating Customer Check-ins
    Phil discusses automating six-month and one-year check-ins to generate repeat business, citing an example of a gutter cleaning company.
  • 16:49
    Jobber Integration & Features
    The episode praises Jobber for its powerful integrations, dashboard insights, and AI features that help automate data analysis and decision-making.
  • 19:58
    Estimate Calculators & Leads
    Phil introduces the concept of an automated estimate calculator on websites to convert inquiries into leads without requiring a call.
  • 21:58
    Aging Unit Automations
    The guests present an advanced automation where the age of installed equipment is tracked in the CRM to trigger service or replacement offers after 10 years.
  • 25:00
    Internal & Hiring Automations
    Cory describes using Asana for internal project management automations, while Phil suggests applying lead nurturing principles to job applicants.

Speakers

A
Adam Sylvester
Host
C
Cory Byron
Vancity Electric
P
Phil Risher
Phlash Consulting

Key Takeaways

✦

Automate lead nurturing and estimate follow-up sequences using texts, emails, and calls to ensure consistent communication and improve conversion rates.

✦

Implement automated customer retargeting campaigns (e.g., six-month or one-year check-ins) to re-engage past clients and generate repeat business, as these are 'free jobs' you've already paid for.

✦

Utilize an estimate calculator on your website to allow customers to get instant quotes, reducing call volume for CSRs and generating more qualified leads.

✦

Track the installation dates of high-ticket items in your CRM and set up 'aging unit' automations to proactively offer inspections or replacements as equipment nears the end of its lifespan.

✦

Integrate a credit card on file policy for all clients to automate the billing process, ensuring timely payments and reducing the need for manual invoice chasing.

✦

Leverage internal automations, such as those in project management tools like Asana or for applicant screening, to streamline operational efficiency and save staff time.

✦

Regularly review your business dashboard (like Jobber's insights) to make data-driven decisions, focusing on key metrics like leads, jobs, quotes, and revenue, to identify and address areas for improvement.

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