JoNimbus Webinar Pt 3: Automations (Sept. 2025)

If you missed, the previous two, just email MacKenzie and she'll send you the recordings.

the first automation, probably like the most important automations are how to get all of our leads from all over the universe into our CRM.

because if we can't do that, we have no speed to lead.

speed to lead is more important now than I've ever seen it.

people are just so distracted.

If they're on Facebook scrolling, they click an ad because they know they have a roof problem.

But if we don't call them when their brain is in the I have a roof problem and they just go about their life in 15 minutes, you'll find it's really hard to get a hold of people.

So the best way to have speed to lead is to zap all of our leads, no matter where they're coming from, into our CRM.

And then when a lead comes into the CRM, set an automated task to go out to whosever job it is to call that person.

we can set automated texts and automated emails to go out when someone fills out a lead form.

but even better is to have a human to be able to reach out within a minute.

we'll use automated text after hours because I don't have inside salespeople working 24 7.

eventually the goal would be an AI bot calling people after hours.

I don't think we're there yet to have AI doing outbound.

I think we're going to get there.

I think after a while it'll become the norm and the market will kind of Just adopt that.

AI reaches out to people.

Justin, you showed up super big on my screen.

but yeah.

So first step, zap.

So I'm going to share my screen.

Throw in the chat.

Is anyone using zaps?

Does anyone use them now?

Do people know what they are?

Throw it in the chat, please.

and then also, if there's any automations you'd like to look at or you'd like to have in your business but don't currently have, throw them in the chat too.

And we'll stop and take a break and see if we can go through them together.

Okay, so like I said, zaps, we have leads that come in through our email, through text message, through third party platforms, through other apps, through Facebook Ads Manager, through Google Pay per click.

There's all these different lead sources all over the world, and we need to grab all of them and get them into our CRM in an instant.

And then after that, alert our team, hey, we got a new lead from this lead source.

Reach out to them right away.

So the way we can do that is with zaps.

this is what a zap today looks like for me.

This is what they used to look like.

Very simple.

Zapier is not that complicated.

It actually has.

They call it a copilot.

It disappeared on me.

Yeah, right here.

Hold on, I just saw it.

Why don't I just do this?

This will get it to zaps.

Let's click one.

All right.

It's not popping up.

Somewhere on here there's a copilot.

So you don't even have to really know how to do this.

You can just get a zapier account.

Log in and ask the zapier AI the copilot.

Hey, I'm trying to figure out how to get my Facebook leads to go into job Nimbus.

It'll literally tell you step by step how to do it.

And you can just mess around with it and you'll figure it out, I promise.

like I said, this is a little more complex than my zaps used to look.

They used to look like.

They used to look like this.

Very simple.

So lead starts on Facebook.

I set up my Facebook account.

I'm told I got to zoom in.

It's hard to see.

Hold on.

I should do half.

I should just do a window.

Let me just do a window.

One second.

Is that better?

If I make it smaller now, is that all?

You can see the window better.

Better.

so I hook up my Facebook account, and then I just follow the AI.

I let it tell Me what to do continue.

And now my Job Nimbus.

So when I get a lead from Facebook, create a contact in Job Nimbus and then I'm going to tell it how to pull all the info off the Facebook form and put it into my Job Nimbus contact.

super simple to do.

You can definitely figure this out.

I no longer create the zaps in my business but I used to when it was just a simple two step zap.

but like I said, use the Zapier copilot and you can figure this out.

Super simple.

So just think about where do all my leads end up?

Because if leads are ending up in the owner's email or the owner cell phone, that's obviously you're not going to achieve speed.

delete.

If you own all the leads, you've got to get them to whoever's job it is to reach out.

and then once you have this set up you're telling, all right, I got a lead from Facebook, Zapier is throwing it into Job Nimbus and now I would want to create an automation and Job Nimbus that when a lead enters the system, alert my team to reach out and call.

So we're at the automation window in Job Nimbus.

There's a bunch of different ways we can set automation.

So that would be like the first thing to look at.

The first question is am I setting this automation based on an event or based on time?

Those are my two options here, my trigger types.

What's going to trigger the automation in this case?

In this example it's an event.

When a lead enters Job Nimbus that's an event.

So I'm gonna make an event based automation, I would name it new new lead reach out.

It's an event.

So when a contact is created or if you're on jobs, when a job is created, although it's probably a contact, I don't know, I don't have jobs, whatever.

So for me when a contact is created, if type, if the contact type is residential reroof.

So back in Zapier I'm telling it right here.

When I have a Facebook lead, I'm going to make a new contact.

In Job Nimbus the contact type cold leads.

So then I would come here.

If type is cold leads, what do I want to happen?

So when a contact is created, if is the conditions that's going to trigger it.

So if the contact is called leads then create a task and then just you would create reach out, asap.

You can Put a little description.

I like the descriptions for if I wanted to give my inside team instructions on how to reach out to this contact.

So maybe I want to reach out differently depending on if the lead came from Facebook versus my website contact us form or from Facebook versus my instant quote tool.

maybe I treat every lead a little different depending on where they came from so I could come out here and mess with the conditions.

So right now I'm just saying when any contact is created and the type is cold leads trigger my reach out task.

But if I wanted to get more specific, I could add another condition.

If contact type is cold leads and lead source is Facebook organic or Facebook ads.

I'm doing Facebook ads.

So now I'm creating a reach out task just for customers from Facebook leads.

I don't know if you want to get that specific, but maybe you do and you can do that with automations.

So if we're going to do it this way, we'd have to create a new reach out automation for every lead type.

So let's say create a task and I could even call it in this case Facebook reach out and then I could give specific instructions to whoever I'm going to assign this task to to reach out to this customer.

Like we like to reach out to Facebook customers rather than website contact us customers.

So blah blah, blah, blah blah.

When do I want to set the task for in this case?

Obviously immediately.

So zero minutes after the automation is triggered you can set a priority on it and then you assign it to whichever team members, are supposed to reach out to new leads.

So let's just say me.

So now between the zap to pull the lead into Facebook and then job nimbus creating the reach out task when that lead is added, I've now alerted my team to reach out to that Facebook lead in probably four seconds.

and then if I was just setting that up, I would go to Facebook, I would test my form, I'd make sure it's working.

And now I have that automation set.

there's a lot of these to be created because we have a lot of different lead sources and whether or not you want to get super specific about like reach out to this lead source this way, this lead source this way.

Maybe you just have one initial reach out task for all your lead sources, but we have to create zaps across all of them.

you know, and now we're doing crazy stuff like this is his app today we're actually have our leads going to notion a different database outside our CRM scanning.

If it's a duplicate.

Because we're doing so much retargeting, we're getting a lot of duplicate contacts, which is a problem because if you're sending out offers and marketing emails to people you haven't booked with yet, but there's duplicate leads that are actually your customers now, but they're in there as a lead as well.

Now you're sending offers to customers that you're doing jobs for.

They're hitting you up for discounts in the middle of the job, where that offer wasn't for them.

So now we have a separate database called Notion where all our leads go.

When a new lead comes in, we run it against that database.

If it's a duplicate, we send an email alert to our people.

If it's not a duplicate, we create the contact.

Notion's, really cool, though.

I just.

If I hit this, will it pull up?

I don't think so now, right?

You can't see Notion, can you?

So I'd have to share.

I'll just show you Notion real quick.

I mean, it Notion is like my CRM for my managers.

So, Job Nimbus is our CRM for like our, Our business.

Our business to operate our salespeople, our production guys.

That's how our whole business operates.

Notion for us is like our CRM for our managers.

So, like, we have.

I'll just show you one dashboard.

So we have a marketing dashboard.

So me and my marketing managers operate in here.

These are the projects the managers work on.

You can see we have like a Kanban set up.

We record our meeting notes in here.

We have a document library for marketing in here.

This is kind of how, like, the management team, communicates and operates and keeps everything organized, whereas the, business operates in the CRM.

but there's a lot of cool things you can do with this.

I just thought of it because I'm showing you the lead database.

So we have all of our leads come in the Notion, and there's AI in Notion.

So I can ask it, give me a list of all my leads in the last three months, ranked by city.

So now I have AI that I can have conversations with AI about all our leads and it'll do cool stuff like this.

Just a quick side note, and this isn't the reason we got Notion.

It's just like an added benefit because we were having a duplicate lead problem, which you'll have the same problem if you start to do a lot of retargeting.

But now it Just broke out all my leads with cities.

And obviously job Nimbus does cool stuff like this, but I've never liked the job Nimbus reporting.

And if you can just ask AI the question you're thinking about and it can crawl your whole database, it can give you cool answers.

So like your imagination probably goes all over the place of things you could do if you had your leads somewhere else where you had AI crawling it.

I just minimized their window, didn't I?

Such an amateur.

webinar giver.

Okay, so we covered leads, we covered zaps.

so if, if you have a lead that comes in you tried to schedule, you can't book with it.

We have two separate boards.

So you see I have a cold leads board set up.

This is specific for that purpose because we're not going to book with every single lead that comes in the system.

So we created a cold leads board to kind of track and for our inside salespeople to just try to book.

You notice we have 555 people in here.

So this is our auto drip for people we've never booked with.

And also our humans work in this new lead column.

So we work for about 14 days in this new lead column trying to book with people, text, email, email calls, sending booking links.

And then after 14 days we have an automation to send them to pending response and then they move through an auto drip.

you can set this up however you want, but the way the automations work is this is a contact type cold leads.

You saw in my Facebook Zap, I create a contact as cold lead.

I alert my people to schedule.

If they schedule, they'll switch them to a residential reroof customer.

If they don't, they'll leave them as cold lead and they'll try to schedule for the next two weeks.

If after two weeks they haven't converted to a residential reroof customer, they'll then automatically move here and then they'll enter the auto trip.

So if you heard me say if they don't get converted in 14 days, change status.

So that's a time automation.

So I'll come here, title it change status to auto drip.

It's time, when a contact, 14 days.

So you've got minutes, hours, days, weeks, years, months.

So we're trying to do when a contact sits in the cold lead status for 14 days, change their status.

So for my conditions if type is cold leads, if status, it's showing all my statuses for all my, contact types.

So I have to scroll until I see my cold lead statuses, which I wish it didn't do that because that's annoying.

New lead.

So when the contact type is cold leads, if status is equal to new lead for 14 days, what do I want to happen?

I want to change status to workflow type.

We're in cold leads pending initial response save.

Just by doing that, all I'm doing is saying, okay, the contact sat in this status for 14 days, let's change it save.

And I shouldn't be saving these, I should be xing these.

But that's fine.

I'll deal with it later.

the reason I'm going to talk through this a little bit.

We could just set up a full auto drip campaign without having to change them any statuses.

We don't need to change statuses to send them messages.

The only reason I do it this way is so that visually you can see where everybody's at in the pipeline.

But I could just set it all to one status, one column and just set the time.

When they've been in there two days, send this message.

When they've been in there four days, send this message.

The only reason I'm changing statuses is so that like you have this auto drip pipeline and you can see people moving through it.

That's the only reason.

So now we just moved them, from new lead to pending response, which is supposed to trigger the auto drip.

So now let's say auto drip first touch.

And this one's going to be event based because the contact changing status to pending response is an event, not a time thing.

So when a contact is modified, the change of status is a modification.

And now I'm going to go through the same stuff.

What type of contact are we talking about?

If type is cold leads, if status is, I'd go down and find what we just moved it to pending response.

Okay, so now if type is called lead status pending response.

What do we want to happen?

We want to send a text message.

So now we can select where does the text come from, who are we sending it to.

So here it would just be the contact.

And then we would type our message.

Hey, and you've got little, you can insert message tokens here so you can go, hey, first name.

And now it'll auto populate with the first name.

And now you just say whatever you want to set.

we like to do these as human as possible.

So it doesn't feel like an automated message.

It feels like a real person from an office reaching out.

I would say that if you're not bothering people with your auto drips, you're probably not sending enough.

it's okay to bother some people.

I get bothered when people text me too much.

but if they work, who cares?

So don't get discouraged when people are yelling at you.

Stop.

To your auto drip.

If you're messaging 550 people and 20 people say stop.

So what?

so that's for text message.

But then also every time we text we probably want to email.

I guess you could set up different automations to stagger your text and email so they don't go out at the same time.

That would be an option.

Or you can send them out at the same time.

for sending them out at the same time we would just put it right here because we can have multiple actions triggered by one trigger.

I could send a text right now, set a reminder, task, send an email change of status.

We can have as many things happen based on this trigger as we want.

But notice when I click email it's going to ask me for an email template.

So I can't create the email here.

I would have had to create the email already previously in my templates.

So settings templates, add template email and I would create another one.

I have a bunch of email templates so like I'll just show you one.

My appointment confirmation email template.

I have this created.

So now if you go to my appointment confirmation automation, I'm just selecting pre appointment confirmation and now I'm saying hey, send this email out with this automation.

Is there any stuff?

Okay, there's some stuff.

So I'm going to pause for questions.

Someone's asking if 14 days is a sweet spot for cold leads.

I honestly think I've been thinking about this a lot lately.

I think I'm gonna go more aggressive for seven and then push them to auto drip.

I don't think there's, I used to honestly keep them in there for human reach outs for 30 days and that was way too long.

And then this year we went down to 14 and I think I'm even going to go down to seven.

Like aggressive reach out from a human daily for seven days and if we don't get you, push you to auto drip.

One other question asking specifically for a specific one where, where they ask you can you show us how to send all sales guys a text that, that when a new lead comes in Currently we just send them an email.

All right, someone's asking, how to alert all my salespeople when a new lead comes in.

Correct.

Okay, so if that was the automation I'm creating, what is it?

Is this a time automation or an event?

It's an event.

So I'm going to call it alert sales of new lead when a contact is created.

That's correct.

If type.

So this is important.

So we could essentially leave the conditions blank because like all automations are when if do this.

So if we wanted to alert the sales team of every single lead that was entered to the system and we didn't want to get specific with what kind of lead was it?

Was it a residential repair customer?

Was it a cold lead?

Was it a residential re roof?

Was it new construction?

If that didn't matter, I could leave the conditions blank.

If it did matter, let's say in this case it did.

I only want to alert the sales team when residential reroof customers are added.

I would have to put, the contact condition.

If type is residential reroof.

And it's just the same thing.

Add action, send text message, continue.

Who are my recipients?

And you have all your sales reps in here.

So as long as you have their phone numbers, in job nimbus, which you probably do.

Matt's my sales manager.

Let's let Matt know Monica's a sales rep.

Let's let Monica know Nico's a sales rep.

Let's let him know.

And I would just select all of them and then type the message I want to send them.

And now I just texted my whole sales team when a contact's created.

Good.

Is there more?

Okay, no more questions.

Just throw them in if you want.

I like stopping for questions.

I hate just talking to myself.

Might find that as a surprise because I make YouTube videos, but I don't like it.

so what are the types of automations we have like the lead handling, we have the auto drip covered.

I view it as we have follow up automations.

We have workflow automations that make it easier for the team.

And then we have homeowner communication automations.

So let's go into the homeowner communication ones because I feel like we do a good job at these.

and people usually like hearing about these.

When I say it, we call them customer journey videos.

So we filmed.

Can I show a video?

Will they be able to hear it from the computer?

Should be able to.

Let's try.

I'll show you an example.

We have these customer journey Videos that we filmed and they go out, I think there's seven of them in total.

But they go out at different stages in the process and it's just basically like what to expect next.

I'll show the appointment confirmation one.

You know what, Tella would have been quicker.

Forgot we had Tella now.

Customer journey.

Mario, you're really big on my screen right now.

Give me a thumbs up if you can hear it when it starts playing.

No thumbs up.

You can't hear it.

Can you hear it?

come out to meet.

My speakers are no good, they're too quiet.

just in case I can hear it, I'll shut up.

All right.

I don't know if you could hear that.

I threw the link in the chat.

So you can open the link and watch it on your own time.

The link's in the chat.

but that's our appointment confirmation video.

So another automation.

I'll just go through it since we're talking about automations.

Okay, so when an appointment is scheduled.

So that's an event based automation.

So let's just call it appointment confirmation video event based like I said.

But now we're not automating based on anything to do with a contact, we're automating based on an appointment.

So I should have went through this probably earlier.

But like if you look at the types of triggers, like the opportunities to automate, you've got you can automate around events that have to do with a contact, things that happen with a task, things that happen with work orders, material orders, estimates, invoices, payments.

So like you can think about the things you could do.

Like when a work order is created, trigger this to happen.

When a work order is complete, notify billing to send an invoice.

when a task is completed, whatever you want to happen.

When a task is created, what do you want to happen?

That's what we're doing now.

When an invoice is paid, send, maybe a review link.

so these are like the types of triggers you're working with and you'll see the same things in either event or time.

So if you think about an appointment reminder, which would be the next one after the one we're about to do, that would be a time appointment, trigger.

Whereas appointment created would be an event appointment trigger.

So maybe your appointment reminder, you would want it to go out two hours before the start date of the appointment.

You would set that based on time.

But for this one, appointments, are tasks in job nimbus so when a task is created, if task type is.

So this is where task types are important.

I don't know if you think about this right now.

Maybe you set everything as a task in job nimbus, but if you want to automate around different tasks, the task type that your people select when they create the task is important.

Even like for appointment tasks maybe we have repair appointments and we have reroof appointments.

Well, I wouldn't want to send that pre appointment video to a repair customer because that whole video is geared to go towards a reroof appointment.

So it wouldn't make sense to send that to a repair appointment.

But if I set all my appointments, whether they repair or reroof as task type appointment, well now when I trigger this to go out, I'm going to send the same video to repair customers and I don't want that.

So the task type becomes important.

So I have in here repair appointment and then I also just have regular appointment where it is for reroof.

So when task type appointment is created, add action, send text and then I would, I type in my little email and send it to the customer with the video link.

Hey, watch this video.

To prepare for your appointment, you can put in here task so you can put the start date and the start time in there and it'll pull from that appointment, the start date and put it in the message which obviously you want in your appointment confirmation messages.

so you would just type your message and then for the same thing for the email, send email.

But in this case, remember I would have the email templates, in my settings and then I would just select from it and I have pre appointment confirmation, decide who I'm going to send it to and then save.

but then on top of we can't watch the videos on top of the appointment confirmation, there's other videos that we send that go out.

So we send another video that goes out, after someone receives their estimate.

And that video, the whole goal of that video is to kind of tell them, let homeowners know that, hey, I know reading roof estimates can seem like it's a second language, blah, blah, blah, I forget what's in that video.

And then the next one that goes out is when you sign a contract, it's like a thank you video.

And then it's more like what to expect next.

So we're trying to support and supplement our customer service with automated videos because yes, we still use humans to reach out and let people know that what's going on but like a nice professional video of what to expect next.

The whole stage through until your job's done is just a nice touch and super easy to do.

and I just said when a contract is signed.

That's probably a big point for automations is when a contract is signed because a lot of things have to happen.

So let's go sign contract.

What is this?

It's event based.

the signing of a contract is an event, not time.

but we're not our trigger has nothing to do with a contact, it has to do with an estimate.

So when an estimate is we're going to call it modified because an estimate going from draft to pending to approved is a modification.

So when an estimate is modified if status is approved and you can see you've got all sorts of options in here like if I wanted to automate, something specific for a sales rep I could even go okay, if, if me the sales rep, if Andrew keys the sales rep and if status is approved, what do I want to happen?

So if all your sales reps weren't the same, maybe you had some sales reps that only sold insurance.

So the process after the contract was different than reroof.

You could do that with the use of sales rep.

So when my insurance sales rep signs a contract this is what I want to happen.

for this example we don't need this.

I'm just showing you the possibilities.

So when an estimate is approved, what happens next?

You'd have to ask yourself I don't know what happens.

You probably want a task to go out to people.

Submit permit.

You'd probably want a submit permit test to go out to whoever's in charge of permits.

For me, it's Antonia.

What else would you want to happen?

You'd probably want to change a status.

You probably have a signed contract status.

they're probably sitting in a follow up status before they sign.

Now John Nimbus recognizes an approved estimate.

Okay, let's change the residential reroof status to sign contract.

I probably skipped it.

Contract submit permit.

Okay, what else would we want to happen?

Maybe we just want to send a text message to alert whoever needs to know.

Okay, send text message.

What team members do I want to send it to?

I would pick them.

I type my message.

I have all these little tokens I can put in my message.

I even have like specific objects that have to do with the estimate.

So sales rep.

So you could put that in there and it would know that hey sales rep Rick just signed a contract for how much?

I'm sure that's in here subtotal total.

So we could say hey everybody, Rick just signed a contract for $42,000 on this date.

Say congratulations, whatever you want to do.

But there's a lot of things that happen at signed contract and you just have to think about it like who needs to know the contract is signed, what needs to happen next, what status do they need to be in?

and this is kind of how you do it.

Can you throw in the chat that I'm being super clear just to give me some confirmation?

Super clear.

Love it.

Thank you guys.

Bailey just asked me a question that drives me crazy.

How do you differentiate signed contract automations when contracts and change orders are both signed through estimate templates, you don't.

You just have to get hit with these stupid automations and you have to realize that it was just a change order.

because when you, you can try to do it through the, I guess a workaround would be what the first example I gave so you could add a condition so maybe send all your change orders from like a different rep.

and then so you could do if sales rep is not this rep.

and then like it won't, they won't get alerted.

But maybe you want credit for that rep on the selling the change order.

So maybe that doesn't work for you.

but you don't have many options when it comes to estimates as far as hey, this is a change order estimate.

Don't trigger all these things to happen.

Samantha says change order through document templates can work too.

Yeah.

So we started doing change orders in our separate field app and we just, we just don't do them in job nimbus.

But I know that's frustrating.

Mario's asking how much did you see your close rates go up with the automations and pre appointment video?

I can't tell you that it's a game changer and honestly there's very few things in business that I've found that are absolute game changers.

It all feels like a ton of small, tiny little improvements that just build up over time and if you just keep going, you end up somewhere else.

I always think things are going to be a game changer and then they're just like we have them.

They're nice but they're not game changers.

So I'm not going to lie to you and tell you.

my closing rate went up 15% when I implemented this.

It just hasn't been the case.

so that's my answer to that.

Okay, so we covered customer journey videos, we covered signed contract.

you understand auto drip.

I gave the example of the only reason we stretch out the auto drip for booking, in the pipeline with different statuses is to visually see it.

but my auto drip for my sales reps which is a different type of follow up.

So you have auto drip for trying to schedule appointments, but then you have auto drip for appointments that you estimated and they went ghost.

So you have two separate types of auto drip.

that second example for the sales auto drip where we're following up on a quote we sent and they ghosted us for that.

I just have one column, called auto drip and in that one it's just a time automation.

So I'm going to call it sales auto drip and we'll call this one first touch.

So this one's time, when a contact, when type is residential reroof, if status is auto drip campaign.

So now it's saying when you're in this auto drip list in the workflow for zero minutes.

Because this is my first touch.

So as soon as a sales rep moves them to there because they're quitting on them, I want them to be reached out to.

And then I would add my text message and email.

But then for the next touch, I don't know how often you want to hit your people that have been ghosted but say it's four days after.

I would do everything the exact same way.

I would just change the title of this and I would call it Sales auto drip Second touch.

And then I would change this to four days.

And then I would send my add my actions as text message and email.

So I don't need to change statuses to send auto drips.

I could just do it based on time and I would just continue.

I'd add my tax, I added my email, I create a new automation.

I would call it third touch.

I would change the time.

Let's say now I want to reach out in eight days and so on and so on and so on.

we have a referral auto drip that goes out too where we offer somebody $25 gift cards if they send us a referral.

we used to do like the $500 if you refer to someone and they sign, and that one there's like too much stipulations, it's hard to keep track of and it just never worked out.

So now we send an auto drip when someone when someone reaches paid and closed status after so many days, send a text and an email asking for a Referral, offering a $25 gift card, and they actually work.

We get people all the time.

our cadence for that one is like pretty spread out.

We don't need to ask for a referral once a week.

It's usually like, I think it's like once a month, maybe even more than that after a while.

But we have like a 365 day referral request.

You can also have like a just like a retention drip.

So like when someone's paid and closed, just say hi, just touch them, just reach out so you stay top of mind because if we can stay top of mind with our past customers and we're going to get more referrals because people won't forget who we are.

You can mark people's birthdays down in the system and set a task to reach out on their birthday.

social media videos do this.

If you can get customers to follow you on your social media and you pop up on their social media all the time they're never going to forget who their roofer was.

trying to think if I forgot any big automations, there's a ton of little ones in workflow so like in passing, in passing names back and forth.

So like you have multiple team members that take care of different parts of the customer journey and like how does each team member alert the next team member when it's time for them to take over?

and those are typically, those are typically status changes.

So you can trigger automations based on a status change.

So maybe maybe maybe when permitting realizes that the permit is issued they get the permit paperwork in their email and then they would change the status to permit issued.

Maybe there's a list of tasks and things that need to happen at that point.

So we would just call this permit issued alert, maybe name it, whatever you want.

What is this?

Is this time or an event?

It's an event.

My girl is marking and changing the status that the permit's been issued.

So when a contact is modified if type is residential reroof.

Yes.

If status is modified to what?

Modified to permit issued.

Ready to schedule, add action.

Maybe I want to create a task to my production manager to reach out to schedule and then I would just type little instructions to my production manager.

Hey, permit issued.

Reach out to this homeowner to schedule.

When do I want to run it now?

Priority set it if you want select team members and then I would just select my production manager and I would hit save.

Any questions on how to do any automations?

Someone asked, are you using the AI caller Job?

If so, how do you have it auto create?

We are using the AI caller in Job Nimbus and it does create a lead.

But I.

How does it create a lead?

I don't know.

That's, I didn't set that up.

But it definitely creates a lead and it definitely books appointments.

The AI voice, it glitches out sometimes.

I think it's somewhere in House beef.

I don't know.

You have to forgive me.

So all my Job Nimbus experience is like, from a couple years ago.

So, like, at this point when the AI voice came out, I wasn't the one setting it up.

but I do know that it creates leads and even will add appointments to your calendar.

and it's somewhere in like the prompt setup and where you're selecting the voice and where you're choosing if you want the appointment setter version or like the note taker version or whatever the other one is.

I do know my people complain about the AI sometimes.

We have it set up so that when the office phone rings five times, if no one picks it up, let the AI voice, take over.

So we no longer have like an active voicemail.

but I know my people will come in in the morning and listen to the calls it took.

And like, sometimes it'll glitch out.

Like, it'll be like, house tomorrow at house, Tuesday at 2 for your appointment.

And the homeowner would be like, yeah, that works.

And then the AI will be like, we don't have that available.

House three.

And then they'll be like, yeah, no, that's fine.

no, we don't have that available.

So sometimes it'll glitch.

and that's kind of like, if you follow me, you know that I'm leaving Job Nimbus.

It's stuff like that.

That's the reason I'm leaving.

It's like, okay, you're giving me AI voice.

I like it, it's a good tool.

But like, you're giving me a mediocre AI voice and there's better ones out there, but I'm stuck with your AI voice.

And it's also the same AI voice that all the rest of the jobnimbus users use.

So if I want a competitive advantage, I've got the same AI voice as all my competitors.

I'm sure you've realized now that everybody's quotes look the same because we're all using job Nimbus and there's like five options of templates you can choose from in the sumo quote.

So now we're all showing up the houses with the same quote.

which, you know, I don't like that.

I remember when, I remember when sumo quote.

Like I felt good about our proposals because we were the only ones with them.

but nowadays everybody's quotes look exactly the same.

So it's like how are we supposed to differentiate ourselves when we're all using the same shit?

I digress.

what is the difference in timing?

You send out emails versus text for the same dashboard?

I'm getting asked what's the difference in timing from text versus email when we're doing like follow up or auto drip or things like that?

That's completely up to you.

we have so much more success with text message nowadays than email.

We still send the emails, but nobody ever answers email.

I shouldn't say nobody, but the percentage of people that answer text first emails super lopsided.

but I would say the cadence should be the same.

and like I said, I have it set up so that when I text I also email.

But it may even be a better strategy to stagger them.

So you're just hitting them at different times with each.

That might be a good strategy.

So just set different automations.

So like after two days I'm gonna text them, after three days I'm gonna email them and then you can stagger your touch points.

But I would say you reach out the same amount of times via text or email.

Like as far as spreading it out, if you're not running SMS text blast for rehash for digging up old names, you should start, we use mailchimp for that but we send one out weekly and we literally every week are digging up names two, three years old.

and then you're also, we use it to like get people across the finish line.

So you've got, you've got people in follow up that are just like aging.

They liked you but they just like sat on the decision.

They didn't hire anybody.

If you hit them in those weekly text offers and you, you put an offer in there, you make it enticing.

A lot of times you'll drag them across the finish line.

So you dig up old names and you get people to close, just through a simple text class.

It's super cheap.

mailchimp.

We usually if we're doing an offer, we try to make it we try to like, drive curiosity, so we'll hint at an offer, but we won't say what it is so that they want to, like, respond and find out what it is.

And then we also give some, or drive some urgency as if it's not going to last for a while.

So curiosity and urgency, gets decent responses, I'd say.

On average we have like 150 people that respond to the weekly text blast out of like, anywhere from 1,000 to 3,000 names, depending on who we're targeting.

and then, same thing, we send emails.

We send an email blast.

But, like, the response rate on the email blast is like next to nothing versus text.

And a lot of people yell stop every week when we send them.

And guess what?

We keep sending them because a lot of people answer.

So I don't care if you're mad at me.

Someone asked, can you.

Can people unsubscribe from the job automation emails?

Like you can text?

No, I don't.

I don't think there's a way to unsubscribe from emails through job nimbus.

I don't believe there is.

but if someone unsubscribes, just let them go.

That's like the people that are yelling, stop.

All right.

If you're yelling at me to stop contacting you, I know you're not my customer.

I'll move you to Lost.

You got it.

Someone asked, do you use any mass email software to stay on top of my Mailchimp for those?

Yeah, I got a Mailchimp question.

I do use Mailchimp.

so, yeah, Mailchimp.

Yes.

How is vapi AI compared to JavaScript?

Vapi AI is not.

Yeah, so it's not even close.

It's not even close.

Like, with vapi, you can choose which AI engines you want to power it.

You can also, if you go to vapi.AI.com or vapi, I think it's just vapi AI.

You can just test it.

You can.

They.

It's like right on the homepage.

Like, talk with vapi.

If you click it and talk with it, you'll see how good it is.

But then also you have the ability to, All my geeky friends tell me train is not the right word, but you can train the AI to be like Fox Haven individual.

So, like, I brought up Notion earlier.

I'll save that real quick.

That's another thing that we're doing with Notion and let me share my screen.

Notion.

Notion.

Notion.

Okay, so that's another use we have for Notion is we're preparing to upload all of our business information into vapi so that VAPI is like a bonafide Foxhaven employee.

And one of the ways we're doing that is we are uploading all of our past content videos into Notion.

So these are all videos, homeowner education, roofing tips and maintenance.

Matt explaining when to call a roofer.

So we have all our videos and they're transcribed in Notion because we're going to put Notions database, of knowledge behind our AI voice so that not only do I have just a generic AI with a, generic, AI engine powering it, I have basically our brand positioning, our sales strategy, our culture in our AI a little bit so that it knows about Foxhaven, which is not something that you can do with jobnimbus.

You can get pretty carried away with the prompt in the job Nimbus builder, but, that'll only get you so far.

they call VAPI the AI voice for developers because there's a lot that you can do with it.

if you've got like a tech geek in your corner, you can build it out to be a pretty sick tool.

and I just mentioned tech geek.

I don't think, I don't know where everybody's at in their business, but I think that I don't care what size you are.

I think it's almost time that everybody that has a roofing company think about investing, a decent salary into a tech guy.

So like, I'm explaining all the things we're doing and like the zaps and there's all sorts of tools and things that need to be built and building out VAPI and sales funnels.

And there's a lot of tech stuff going on, in our company that I feel like everybody should be using and I'm not equipped to do all those things.

so like if we think about just paying an agency 5,000amonth, 6,000amonth, whatever it may be to like run our campaigns.

Well, if we just compare that to hiring our own tech geek that works in our business full time, that works closely right next to me and helps me one, manage the agency, two, get into like Google Search Console, get into Google Analytics, actually oversee what the agencies are doing and making sure they're optimizing the accounts and being able to look over them because us roofers don't know how to do all that stuff.

Now we have a badass in our corner that can make sure that the agencies we do use are doing their job.

We have someone in our corner that can monitor all our sales funnels.

So like when a Facebook leads come in comes in, are we doing everything we need to do or all the automation set up when a PPC lead comes in, what's happening?

Are we using call rail or what converts do we have?

Phone number pools swapping out on our website to make sure that we're our lead attributions accurate.

We know where all our leads are coming from.

Are we tracking our booking rate?

Like there's a lot of nerdy techy geeky stuff that's gonna help us grow our company.

And like me the roofer and not very equipped to do it.

I got decent at all of it.

but when I hired this tech guy like the speed in which I was able to make improvements in my business like a hundred x.

and previously I would have said that that's probably for the bigger guy but I don't think that's true anymore.

I think there's so many tech tools out there that can help all of us.

We just don't have 1 the time but 2 like the natural inclination to tech to be able to make that stuff happen.

So I would say it's probably worth thinking about getting a tech geek sidekick in your business.

Just saying.

Can you send automation to set next storm status customers a text after a storm?

Basically after a storm can you set a status to contact them once a storm is coming in, can you set an automation to send next storm status customers a text after a storm?

It's just written a little goofy.

I think what you're trying to ask is like can we send out an automated text after a storm rolls through?

there would be a way to do that.

You would just need different tools.

So you would need a tool like I don't know if you're familiar with Zeus Weather, but you would need like a weather tool with a strong API that could alert Job Nimbus that an area just got hit and you would need some outside tools.

Like if I had all my leads in notion I could do that.

Like I could create a zap when Zeus weather recognizes that this zip code got hit by a storm.

Crawl my my database in notion to find all the contacts with a zip code in that storm area and then send that message just straight with Job Nimbus there may be a way to do it but you would need outside softwares talking to Job Nimbus which is possible.

So like you can have outside Softwares talk to Job Nimbus.

There's just limitations on what you can do.

So like I have Arrive, which is like our dispatching, our scheduling, our doordash customer service tool.

But like we still create all of our appointment tasks in Job Nimbus.

And I just have like a special integration hooked up with a Rivi which is outside Job Nimbus that when a task is created in Job Nimbus, send the task to arrive with this detail mapped out in arriving.

So there's there's definitely ways to have outside softwares talk to Job Nimbus and like a custom integration.

You just have to create the API token with Job Nimbus and have somebody that knows what they're doing go in there and put the web hook.

I can actually show you John Nimbus.

Is it showing?

Yep, that's what webhooks are for if you know what there is.

arriving.

Yeah, right here.

Arrive the automation.

So here's one of them.

So if task type is equal to appointment or second appointment or repair appointment and then they put in their webhook and this is what gets it to do what they need to do.

This triggers Arrive to pull certain data out of jobnimbus, send it to Arivi, and now I have what I need in Arivi coming from jobnimbus through a webhook.

someone asked, how are you creating your text messages and emails to the leads?

Are you using a marketing company or are you doing it yourself?

Hit me one more time.

So the, the emails and the text messages that you're sending to the leads, are you using a marketing company to create them or someone's asking am I using a marketing company to create the follow up texts and emails that go out to our leads?

No, we're doing them ourself.

Myself.

we just get, we try.

We've tried a bunch of different things.

We've tried humor, we've tried offers, we've tried being quirky, we've tried being just like a genuine human.

at the end of the day, the auto trips not going to be a game changer like we talked about earlier.

But if you get a few responses out of it, it's better than them just sitting there doing nothing.

And then the text and email blast to the old customers supplements the auto trip that happens.

So yes, we're hitting them with an auto drip, but then we also hit them with a weekly blast and then we also pull all of our lead customers out of Job Nimbus and we Throw them in our Facebook audiences or geo targeting audiences.

So, like, we're advertising to these people at the same time.

So we're at least guaranteeing that if you ever became a lead for Job, for Foxhaven, even if it was at 11:30pm on Facebook and you weren't that serious, maybe it was an accident.

We're pretty much guaranteeing you know who we are because we're marketing to you.

We're texting you, we're emailing you.

You're gonna see us on your tv, see us on your Facebook.

and now you know who we are.

So then when you do need a roof, actually, and you Google roofer near me and you see us.

Yeah.

I know those guys.

And then they call, or at least we hope that's why we spend all this money on brand awareness.

Okay, what kind of rehash offer do you disguise on the.

I'mma let you do this one second to last one.

What kind of rehash offer do you disguise on the rehash?

Follow up via mailchimp.

there's a couple reasons we disguise them.

And, like, you'll probably like this because you know how it is when you send offers out.

who knows what happened?

Maybe you approved the sales rep to come down in margin to try to close a job, and then he never closed it.

So now that homeowner is sitting on a super tight estimate already, and now you send out an offer for 10% off.

The guy wants it, even though you already did your best for the guy.

Now you're like, I can't get this dude 10% off.

I already gave him 5% off.

So that's the other reason we disguise it so that we can see, because mailchimp is using a list from John Nimbus, so we know right away when they answer the mailchimp who it is.

So, like, first step from the inside, sales team is like, okay, this guy responded to our august offer.

Let's see who it is.

Okay?

And then we can pull up their file and decide, all right, what can we give this guy?

so that's a big reason we disguise it and don't tell it to them up front, like, hey, 10% off on all new metal roofs.

the question is, what offer are you disguising?

The answer is a mystery offer that we'll figure out when we see who you Are so we can figure out what we give you.

If you've got a $7,000 12 square shed, there's probably not much I could do for you.

Maybe I can give you an attic fan.

So that's kind of the real reason we leave it up in the air.

you know, and then if somebody's estimated correctly and we can do a lot for them to get them to sign, we'll do it.

Was it your inner circle or was it someone you were looking for specific, specific skills?

Someone's asking how I found my tech guy.

I've been using a headhunter lately, for like my higher level hires.

I never did it before until this year.

if you don't know what a headhunter is, it's just a recruiter.

someone that basically finds people for you to interview for you.

Depending, on the guy, you pay them like 10 to 20% of their annual salary if you hire that person.

but there's usually like some stipulations on, like, if that person doesn't work out, they'll find a new one for free.

Stuff like that.

Like maybe like a time period.

Like, if they don't work out in the first 90, 120 days, we'll find your replacement for free.

he's who found me, Lucas.

I mean, the way it works is you talk to the headhunter, you tell them exactly what you're looking for.

they have a lot of experience with this.

So, like, you don't need to have like this big, fancy job description.

It can kind of just be like a sloppy email to the guy.

I have a really good relationship with mine.

Justin knows them.

I'm actually gonna bring Justin on in a second.

but it's.

They're really good because they bring you high level people and they screen people for you so that, like, you're not wasting your time calling people that aren't worthwhile or interviewing people that aren't worthwhile.

so they know you, they know your company, they know what you're looking for, they know your personality.

So, like, they just go out and talk to people every day.

And then they only bring you people and send you resumes when they're like, alright, this person is probably a good fit.

I want you to talk to them.

So it just saves you a lot of time.

It increases the caliber of people you're talking to.

and then like, you interview a group of people that he brought you and then you choose one.

it's interesting.

I hired Mackenzie from a headhunter she's sitting right next to me and she's great.

everybody I found through him has been great.

I don't think I would use a headhunter for like lower level positions but the important higher level positions.

I mean what's, what's 10, 15, 20% of an annual salary if the person is going to be with you forever and make a big difference?

because I don't think an indeed post is going to find that caliber of person.

and if you are looking to hire this type of person, the thing that's super common with that type of guy or gal is that they're usually like have the freelancer state of mind or they're more of a freelancer.

They don't see themselves as an employee.

They see them as like super skilled.

So they're probably like a marketing freelancer or a consulting freelancer.

So to find somebody that like really wants to dig his heels in somewhere and work and like be a part of the team, it's a little tricky for that type of position.

I'd say it's the same for marketing people.

It's hard to find like just like bonafide dedicated marketing employees that are like high level because like usually those people, they want to own their own agency or they want to be a consultant or they want to be a freelancer.

but a lot of the technical stuff is in the marketing side.

It's in the sales and marketing.

Although there's like a whole business you run that uses technical tools and softwares.

So if you have an automations expert in your corner, it's really nice.

So like for example today we were talking with our ads guys.

We had a zoom, we set up these new Facebook forms.

We're trying out different strategies and the guy after the Zoom was like all right, well let me know when like your zaps and all your automations are mapped out.

So everything's coming in here CRM clean.

and Lucas on the Zoom was like I did it while you were talking.

So like it's not, it's nice to have that like the guy that could just do all those things for you and just keep everything moving.

He's the one that built out the he's the one that brought up notion as an idea to use.

He's the one that saw Job Nimbus creating too many duplicate contacts and was like dude, I can create automations that before we send contacts, in the job Nimbus we can send them the notion, create A database of all our leads.

Curl AI against our leads now.

And now that'll solve our duplicate problem.

So, like, that's where kind of a lot of that stuff comes from.

I'm pretty smart with this stuff, but, I'm, you know, I don't know everything.

All right.

Samantha's asking me.

I don't know how she knows this.

She must have ended up in my.

Can you see it?

it's on the screen.

I thought you ended up on my Auto Drip.

she's asking, how many people have we actually paid for a flight for?

Only four.

So that shows you, like, how much response we get out of Autodrip, but four.

And we've used AMEX points.

And that's how we do that.

Because in one of our.

Did she see it?

She said smart.

Yeah, one of our Auto Drip messages.

I don't know if it's visible now, but you probably saw it at some point.

it's like the last ditch effort at trying to get somebody to come back, alive, is we offer them a vacation anywhere in the United States if, they want to buy a roof.

And then we.

I'll just use my Amex points and send them on a little trip while we do their roof.

But we've only done that for four people, so it doesn't work as well as you think.

Again, you think?

I thought it was going to be a game changer when I thought of it.

dude, everybody's gonna buy a roof if we send them somewhere.

Nope.

Four people.

And I don't know how long that's probably been there.

It's been there over a year.

Is that it?

before we wrap up, I'm gonna bring Justin on.

I've mentioned Justin before.

Justin is the best.

You can unmute him.

Justin's the best insurance agent I ever met, so I'm just gonna let him speak a few words.

He's a good buddy of mine, too.

but everybody I've sent to Justin, he's taken care of, like, literally 100% of them, so, it'd be worthwhile reaching out.

Justin, what's going on, brother?

I appreciate the intro.

Yeah.

So, so basically, we're based out of North Palm Beach.

We're a, large national commercial insurance agency.

But we're more of a risk management perspective.

Only, being saying is the founder was a PNC attorney.

I was the chief operations officer for Claim Pros, large public adjusting firm.

we did it for years battling policyholders against, you know, with the carriers getting a settlement.

So I learned a lot of the darkness in the industry of the insurance.

Where all the exclusions were hidden, how people were exposed to losses without them knowing.

So what typically happens, you start your business.

Same thing that happened to Andy.

We, we ended up saving him $70,000 on Fox Haven, 16 grand on Meadow Ops.

His, policy that he was previously, paying for was littered with exclusions.

They had full residential exclusion.

He had commercial exclusions.

He on metal ops, where he uses a metal to install on residents.

He actually had a full residential exclusion on metal ops, meaning that anything that his metal was put onto the roofs was not covered.

So he was paying a whole lot of money for nothing.

what typically happens, what we see is when you start your business, you're wearing all the hats.

You sign the cheapest policy to save the overhead, expenses.

Time keeps going.

Your agent just keeps auto renewing it, not really knowing the roofing industry, the contracting industry, and then kind of just goes with the flow.

You outpace your policy.

So say you're based off a million dollars.

Starting off, what's your projected time frame of how much you were going to make on gross revenue?

Five years later, you have the same policy, but now you're making $15 million.

Your audits are disgusting.

You're getting slammed with massive bills.

There's no communication between the agencies, and the agents don't really know what they're.

They're giving you because they don't know how to read the forms and, and they don't know all the stipulations.

West, coast roofing, we just signed last month $248,000 in saving $50 million roofing company out of Naples.

Same thing.

Litter with exclusions.

I got a few of you here that I'm quoting right now.

Tony, I just privately messaged you.

We smoked your policy.

We're going to be about 8 or $9,000 less than what you're paying.

Knocked out all your exclusions for you, Mario.

Still waiting for your information.

Mar building.

Ronaldo was in here.

he went, he had next insurance, which, if you guys have next insurance, just know that's the worst insurance you can possibly get.

It's littered with exclusions, like mixed occupancies, where you have dual occupancies of a commercial building, two story and greater, exclusion, new resident residential exclusions.

They have, no, no breach of contract exclusions.

Which means if anyone sues you for bodily injury and negligence, you didn't get, the information or that you didn't perform the job the way you needed to.

That means that you have no coverage.

So next is littered with all these coverages.

Art Roofing.

we.

He's a little smaller roofing company got him like a two, $2,000 savings.

Cobra Roofing.

He was, I think he was just in here on the last one.

same thing.

Next Insurance.

And we dropped them all the way down to $6,000 a year.

No exclusions.

Can I interrupt?

Yeah, dude.

Because it was funny because I was exactly what Justin said.

Like, you know, I always just pick the cheapest insurance because, like, that's what you do.

You're trying to keep your expenses low.

And I actually had an.

I didn't learn my lesson in my first year.

I flooded a house and, destroyed, destroyed these people's house.

Like all the furniture, all the ceilings had to get ripped out, the carpets.

Like, we pretty much had to remodel their whole house.

So I'm like paying for all this renovation, putting these people's house back together.

And I'm like, it's all right, I got a claim open, I'm going to get paid later.

It's like a little savings account I'm in my first year.

I don't have that much money.

then I got a letter in the mail saying like, hey, due to an open roof exclusion in your policy, you're fucked, basically.

So I lost $75,000 in my first year because of an exclusion.

But then, six years later when I met Justin, I still didn't learn my lesson.

So I met Justin.

I let him quote something he told me that I, wasn't.

I didn't have insurance for commercial.

And in two weeks, I was doing like this giant five story condo complex.

We had hundred foot cranes, like all this crazy stuff, trash rockets, trash chutes.

and I did that job with no insurance because I'm an idiot and a cowboy.

but now I'm finally taken care of.

so like another thing that Justin does is he checks in quarterly to see like, where you add on revenue.

Because like all these insurance companies base their, your premiums off of revenue.

And if you grow and overshoot it, you get banged with an audit.

Whereas Justin checks in quarterly and goes, hey, how are we doing?

Are we at any explosive growth?

Are we.

Maybe we're taking a step back and he can make amendments to the policy in real time so that those audits don't come through.

I paid audits every single year in my Career because I didn't want to overshoot my revenue mark with my premium because I didn't want to overpay.

But then we would grow, we'd overshoot our insurance and then I'd get banged with an audit and have to pay 8 12, $14,000 at the end of the year on top of owing taxes.

so Justin's quarterly check ins helped, out a lot.

Just want to give personal experience.

Yeah, you guys, I don't want to be long winded, but it, you guys, I put my email address in there.

If you guys want me to do a risk analysis on your policies versus your today's exposure risk.

More than happy to do so.

It takes about two to three days to have our risk management team review all your policies.

And then once we know what's in your policies, we'll tell you what we're removing and how we're going to restructure the new strategy moving forward.

And then since you guys are our brokers market, it takes about an average, as soon as two weeks to get all the indicators, indications back.

It can take up to three weeks to get the remaining indications.

Same thing that happened to Andy.

He had a roofing or a commercial job starting like two days and he needed insurance now.

So the first indication that came through was at 197.

And I was like, great, let's sign it.

And then four days later I called him, I said, hey, listen, we're going to identify your policy.

We just got a new indication.

We're going to drop it down to 127.

Sound good?

Sounds good.

He goes, first thing out of his mouth goes, why the did you call me and tell me that?

So it's pretty funny.

But we do, we do things the right way.

We don't overshoot our.

We know our mission is to, to save you as much overhead expenses, especially if you're starting off.

and that's what we do.

We're gonna, we're gonna check in every quarterly with you because we don't want to overshoot your policy because that means you're wasting capital that you could be, putting towards your operationals growth.

So we're going to keep you rate dialed in and then we're going to identify as we go.

A lot more work on our end.

But that's how we do business.

We don't overshoot and hope, you know, hope to God that you don't get a nasty audit at the end of the year.

You're in the chat, Justin.

You can see the Chat.

Yeah, I just got it once.

All right, cool.

Guys, any last minute questions before we wrap up?

Are we good?

and also this was part three, like the last part of the job Nimbus webinar series.

But I'm going to keep doing these.

I like these.

email mackenzie if you have any topics you'd like to dive into.

and we'll see what I want to talk about, but we'll keep doing these.

We have all your emails.

We'll make sure we send out invites.

Hey Andy, can I, can I, answer Taz's question?

Yes.

There he goes.

Once someone pulls it through, doesn't it lock it in for other markets?

And our current agent would see it and it would lock it, lock it for them.

so we don't pull loss runs.

So our risk analysis, and our initial indications are without loss runs.

So your, your current, broker on record won't get notified until we have a proposal call and you say, yeah, let's go, let's do it.

Then we'll pull the loss runs and then we'll submit it.

At that time.

He's going to be on a ten day hold, where he has to give up his, his appointment and give it to me within 10 days.

But typically insurance agents are butthurt and they'll just ignore it.

So you have to wait 10 days in order to get to the new business, before he goes away.

If you're multi shopping with different agents, yes, you can get blocked out.

However, we have 225 national markets.

We literally have every single market for roofers.

but it's not, it's not suggested that you just get multiple agencies to quote you because you don't know how many brokers and how much access they have to the markets.

So they, these little guys will block everyone out.

So once you get to like an agency like us, you can't use us because all these little guys have blocked everyone out.

And we can't go ahead and quote you because they don't allow that to happen.

so really truly knowing the agency, do they specialize in your field is key.

and then how much market access do they have?

If they have every market access and you're doing millions of dollars like we are with, you know, the top five, carriers in the nation, most likely you want to go with us because we build and forge those relationships with those underwriters and that's how we're smoking all these.

Like we cannot, we, we have no competition when it comes to markets and negotiating rates.

Cool, guys.

Sounds good.

We'll see you on the next one.

All right, brother.

Thank you.

Deal.

See ya.