Outbound Service State View

Calls to:

StartEndMinStateActionResultsEventNextCompanyPhoneRecTranscriptGeneral NotesEdit
2019-10-18 13:16:472019/10/18 13:17:411BegunCallPitchedCall BackBegunRAZMIK TOROSSIAN(818) 991-4866
2019-10-18 13:16:482019/10/18 13:17:221BegunCallPitchedCall BackBegunAlexander W. Kaplan(424) 253-3701
2019-10-18 13:14:552019/10/18 13:15:411BegunCallInterestedInterestedCallbackTutoring With Rekha(310) 993-2252

Spoke with owner Rekha and she told me that he’s interested in working with us I explained to him that I will be in touch in the near future.

2019-10-18 13:13:262019/10/18 13:13:260BegunCallInterestedInterestedConference CompletedJMC Mobile Pet Grooming(310) 465-7211
2019-10-18 13:08:122019/10/18 13:09:101BegunCallInterestedInterestedCallbackA1 Academic Success(310) 256-3743

Spoke with owner Allayah and she told me that he’s interested in working with us I explained to her that I will be in touch in the near future.

2019-10-18 13:05:542019/10/18 13:06:511BegunCallInterestedInterestedCallbackOutClass Academics(805) 402-5339

Spoke with owner Allayah and she told me that he’s interested in working with us I explained to him that I will be in touch in the near future.

2019-10-18 13:02:032019/10/18 13:02:521BegunCallInterestedInterestedConference CompletedJMC Mobile Pet Grooming(310) 465-7211
2019-10-18 12:48:222019/10/18 12:48:220BegunCallInterestedInterestedConference CompletedJMC Mobile Pet Grooming(310) 465-7211
2019-10-18 12:42:082019/10/18 12:42:080BegunCallPitchedCall BackBegunA1 Academic Success(310) 256-3743
2019-10-18 12:41:502019/10/18 12:42:031BegunCallPitchedCall BackBegunOutClass Academics(805) 402-5339
2019-10-18 12:40:412019/10/18 12:41:251BegunCallPitchedCall BackBegunA1 Academic Success(310) 256-3743
2019-10-18 12:39:502019/10/18 12:41:182BegunCallPitchedCall BackBegunRebecca’s Class(310) 344-8380
2019-10-18 12:38:282019/10/18 12:39:382BegunCallInterestedInterestedConference CompletedJMC Mobile Pet Grooming(310) 465-7211
2019-10-18 12:32:332019/10/18 12:32:330BegunCallInterestedInterestedConferenceZico Global Electric(747) 777-0035
2019-10-18 12:27:122019/10/18 12:27:120BegunCallPitchedCall BackBegunOutClass Academics(805) 402-5339
2019-10-18 12:27:052019/10/18 12:27:050BegunCallPitchedCall BackBegunOutClass Academics(805) 402-5339
2019-10-18 12:20:442019/10/18 12:20:440BegunCallPitchedCall BackBegunFleur de Lisa(415) 828-8159
2019-10-18 12:09:392019/10/18 12:09:4755BegunCallInterestedInterestedConference CompletedZico Global Electric(747) 777-0035Play

will be delivered around
as far
name is Tom mix
hello
hello hi this is this tell me
hello hello hi can you hear me
yes I can hear
hi this is so my correct this is a Clayton yes I thank you are you hello hi I'm fine and yourself
awesome yeah so so what we do right now I'm on the call with my boss his name is rex what are you gonna do is going to give you a brief overview of what the app it's designed to do and this man will have some questions for you
yeah so just to give you an overview so we're small tech company and we're putting together an app to help small businesses you know like a lecture shins at run their business through their phone basically so the features of the app would be probably the most important for a lot of people generating leads that is finding people who need your service and matching them up so so it is so they could qualify those leads so you won't get any calls about plumbing you won't get any calls about construction you only get electrical
work people that are interested in that exact service in additionally well with the apple will kind of store in manager contacting customers send out invoicing process payments credit cards send out reminders alerts via SMS email
and scheduling scheduling your day and appointments that you have and G. P. S. so if you're coming to you
they'll have directions turn by turn directions or if you're going to that you'll have turn by turn directions and also if you give them any T. of writing so I think Clayton has some questions for you to
we're looking for that can I ask you a question
sure
so can I share this app with my guys with my employees so as far as G. P. S.
yeah right
there will be sort of a system of manager and technicians type
okay
use the manager will be able to manage your different technicians and monitor their them and record their performance
okay
as well as an individual kind of loan you know
service provider you know
but there's a check in and check out time for them
yes that that's information that we're interested in gathering from you is sort of features that you would like to see in the app right okay
the Clayton has to have those questions one okay so the first question I have here for you here is we think about you typical day what would you like to see improved for example would you like to get more leaves which is more clients would you like help with scheduling was like help with marketing I would you like help with invoicing
well retains places I have my software I'm using and I'm pretty happy with it but I'm willing to try your app too but the most thing that I really need is like managing my people anything that can help managing them as far as if gap allows me to have them checking let's say at 8 A. M. they checked in at the search and job
and they check out time is at 5 or 6 P. M. and they can put a note in there what day date and work was done at the job that would be awesome
okay so check in time
how many how many technicians do you have my quotes
I have 4 technicians and a bot each time I have one or 2 helpers that helps on job sites
I have temporary guys to if the job is big I being there part time
mmhm

let's see here
cause for how are you currently getting any weeds are you getting the clients
I'm mostly working with contractors real estate investors and management companies
and it investors I'm a real estate investor myself so I was pretty much my connections
and this electrical company is mainly my dad's company and helping came to managing all that
so I've pretty much covered acquisition part of the business and it does the job sites
okay if you don't provide me the service you just pretty much manage everything and oversee the jobs and doing that sort yeah just managing
okay
C.
and I in the event that we're providing you with leads what would be the best way for us to provide you with please for example would you like leads via call email or text which which do you prefer
well phone calls first text message and I can email
let's see
the fastest place phone calls I just pick up the phone
and answer it any service they need and I schedule an appointment
okay now as far as charging for a lease is far as getting leads would you what's the best would you like direct call from a client or would you like them to be pre screen for example we can send you a cold called lead that may or may not convert in charge you want to $5 per lead well we can answer the call for you both the client confirm the date and charge you a small commission between 10 to 15 percent per lead which would you prefer
1015 percent off the invoice or
invoice yeah so what what we would do is we would we would go head in charge the clients for you may have a total profit though not not not all and what's actually the profit so we would come from the client for you take the call find out what the issue is book a date set up everything make sure that they charge and charge you 10 to 15 percent
or pay for okay that that would be that would be more screening is better and do you want to get the permission when I the commission when I get the job or
no after the after the service has been completed and payment has been made
yeah yeah
that's what the
okay
okay and what are you what are you using the schedule your clients right now are you using any apps just for scheduling
not for scheduling I have my notes in my life from that's what I'm using
and your note yeah I just my notes I'm not using it I like I used to use podia
I'm not sure if you know about 40 it's a free system
you set up for you party yeah it's an online software and it's free
and it looks pretty good but once you get B. as it
I'm sorry little bit long
you know so it's way easier for me to just take a note
that's it
let's see it's Tim marketing word you are you calling marketing or paying for marketing
I'm doing offline marketing and I have I have my guy making cold calls to management companies and contractors

10 for that marketing how much you're paying per month these are as you know as far as I call and not paying monthly or the just part of the salad tankard commission 10 percent per job if the job is big 10 to 15 percent
mmhm and would you like would you would you like help with social media marketing
yeah I was far as Facebook and Instagram yes
and would you like a daily conversational advertisement and are you willing to pay let's just say $1 proposed swear address posted for you
they ARE how does that work can you explain more
so what is that there's there's there's a post that will be posted for you daily so as you say you called me on Wednesday and say Hey clay and I want to post an ad for Thursday you know see I'm and leaves I can generate you know just be $1 and then part generate maybe a couple of cost for you on that day
yeah
yes
Hey how are you currently in when watching your clients
there is it's called
it's called the invoice center
invoice
invoicing curry I keep checking okay what
so it's an orange orange icon
how much you're paying for that per month is that free
no I think it was $55 per year so I'm not mistaking
with the $5 for you yeah
on limited invoices and they have that place that you can put your logo in there
M. A. R. do they do they charge you a small commission
no they don't charge any percentage of the center's they'll tell you no no no yeah I just 55 or $59 a year
okay
and let's see here would you like would you have any interest in the mini C. R. M. C. R. M. exec customer relations management so what it does it actually keeps all the tracks of all your clients past and present and all of the services you provide it for them the invoicing prices and it pretty much just keep all of the clients in one in one final instead of you having to you know have to look him up on your phone but everything it would all be provided for you in that
yes what's the
would you be willing to pay say $10 a month
and knowledge of my that's on 20 Bucks here
its name is high but I will I will test you know considered
okay now as far as the application to which one of those is going to figure out what would be the best way to charge could be any would it make more sense for us to charge you a monthly fee for the app and that monthly fee would be able to you would be able to opt into all of the features so you would go on there you'd be able to go on and get leads would be able to go on there and use the CRM will also be able to be able to go on there and request marketing so pretty much do everything for you would you prefer a monthly charge or yearly charge and how much you thought that would be what to do if you could do every single thing from an application and they will provide you with customers it would managers customers it would help rescheduling would help you with marketing
yeah
well I was gonna try I would like to get charged early not months here because I have a loss of expenses every month so
I'd rather just say I want to see every no this is my C. every 2 operated
and how much you feel like that would be worth to you on the yearly basis
well if it's everything automated for me I'm willing to pay more for it and maybe $100 a or even more it depends on the service that I get if it makes everything very easy for me I don't need to do anything just to plug in I'm willing to pay more to what our plan is we're ultimate goal in time is to save you as much time as possible I know right now you said you're not providing the service but the more the more time that you have to you know be able to book other clients within what you did to to to get more clients and you know be able to provide more services say B. as much time as possible I'm sorry
and my job is to my daily job is to make
potential client needs a paper and if there's a way that I can let's say record all those people that I need daily not all of them come back but let's say I can record they named their phone number their email address and put to let's say a reminder follow up reminder for next month okay I have mine need to next month that would be great to
yeah that that's what the CRM does as well to the C. R. S. we'll be able to send blast emails to your clients I can you offering the specials or you know just just to check up with them and see if they need anything so yeah it is definitely it's going to be able to send reminders to all of all of the clients

see here
now is there anything that that that our act could do for you that would save you more time
the side well we discuss

I was pretty much it if I can insert pictures invoices estimates follow up reminders names addresses automated email center do set
that's pretty much all I need
welcome

and how are you guys done pre screen the late do you have people that
called I called trying to do is we're we're trying to do is we are also offering the dispatching service and with the dispatches would do it but I said to answer all your calls will go ahead and and book the appointments for you and pretty much just send you a text message well it'll be put in your schedule no that's it Hey you know Thomas do you have are you free Thursday at 1:00 if your schedule is open will put you in the schedule for 1:00 and the only thing you guys have to do is just provide the service you would go head and hand that job ought to one of your technicians yeah and everything is done for you
okay so for that I would like to receive text message not ****
okay
I received a text message from that say one of your guys and they booked a time for me let's say this
coming Monday and I say yes I can go or no reschedule
yes
and how many clients do you so you guys service per day
as far as new jobs are getting 2 to 3 new jobs every day

and do you have like recurring clients the most you're going to turn the service
yes pretty much more than 80 percent are referrals and return call

40 give me 1 second
nothing else we could think of as far as the service that's that's that's not out there or feature that we get that that would help your day today

no that's it
well maybe they want to do is give me your your main focus it would using our app would be priced above jobs for you and if you just pretty much just percentage that would be the easiest thing for you
yeah I was just scheduling
you know making appointments and I'm happy to pay commission
yeah and I have you ever using apps before to run the business are using like quickbooks or anything like that yes I'm using quickbooks from our business and there was some water
advertising places like home adviser and places like that but I never got there
then never benefited me they just charge it so
yeah yeah we've heard that they don't like sending one customer ones okay sure Klein to 10 contractor to 10 electricians that's not just me so it's not a bidding war writes a bidding war it's crazy yeah
let's see here
and then our I've also have the option of you to be able to cleaned I mean St with a quick books that way you can at all and all of your previous invoices and you know all that stuff would all be on the application as well good Hey good
all right so pretty much of everything we need here but you do sound like a very knowledgeable person about the business and sound like you you know you're definitely doing a great job on your business so that's going to stay in touch with you and will probably be in touch with you within the next 7 months or so here because our plan is to launch at beginning of the year so is it okay for us to give you a call back that way we can pick your brain to make sure we find out specifics about the services you offer and errors is to cover
yeah no problem anything just send me a text message and they can schedule a time to talk okay also now we do want to make sure that you paid for your time Sir spending with us so who should we make out the check to where should we mail it to
I can text you my information my business name and the address and you can check
all right awesome please go head and send me that information probably waiting for that and we'll go ahead and get that sent out to you as soon as possible okay thank you very much and you've been a great great help thank you of course take care bye bye hello

Conference call completed with Tomik on October 18, 2019. Tomik would like check made to ZICO Global Electric, Inc. and mailed to 150 S. Glenoaks Blvd #9157
Burbank, CA 91502

2019-10-18 12:08:192019/10/18 12:08:561BegunCallInterestedInterestedConferenceZico Global Electric(747) 777-0035
2019-10-18 12:08:542019/10/18 12:08:550BegunCallInterestedInterestedConference CompletedJMC Mobile Pet Grooming(310) 465-7211
2019-10-18 12:07:352019/10/18 12:08:021BegunCallInterestedInterestedConference CompletedJMC Mobile Pet Grooming(310) 465-7211
2019-10-18 12:05:472019/10/18 12:06:371BegunCallInterestedInterestedConferenceZico Global Electric(747) 777-0035
2019-10-18 12:06:242019/10/18 12:06:240BegunCallPitchedCall BackBegunRebecca’s Class(310) 344-8380
2019-10-18 11:59:172019/10/18 11:59:170BegunCallInterestedInterestedConferenceZico Global Electric(747) 777-0035
2019-10-18 11:50:252019/10/18 11:50:260BegunCallInterestedInterestedConference CompletedJMC Mobile Pet Grooming(310) 465-7211
StartEndMinStateActionResultsEventNextCompanyPhoneRecTranscriptGeneral NotesEdit