Boost Your Sales Prospecting with Automated Document Sending and eSigning

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few windows so today's um topic is it's really just how to run a lean and and really productive sales team by just automating a lot of the the time sucking parts of the sales process and really what i mean by that is just the things that eat up a lot of time and um you know take away time for me your day-to-day focusing on things like closing sales and and whatnot so i've got a few different things as part of uh part of that that we'll go through and um teach you a few things hopefully so um let's get into it here i'm just gonna uh present i'm gonna present mode here with uh with my google slides if it will load looks like it's taking a second here so bear with me all right so what we're going to cover first one is is just for common but vital b2b sales mistakes and really how to fix them and then i'm going to give you six uh really easy to implement prospecting campaigns that you can really just set up on on autopilot and kind of forget about them aside from maybe managing them here uh once in a while and then um a really really simple but effective way to just shave off a lot of your workload while really while doubling or you know even tripling your impact and um so we'll get into that so real quick um who this is for are you know if you're a b2b business owner you know executive sales rep uh you know you're you're working with a client type based business um you know we don't really focus on b2c all that much although the process could work for for people that are have client based businesses like realtors or you know mortgage brokers stuff like that um you know you've probably spent a lot of years a lot of time and money trying to trying to grow your business and you haven't had a consistent way to really nurture prospect and follow up with your leads and um and you've maybe had a crm in the past that's been a chore and he just ignored it and it was it was more of a paperweight than anything um and on that topic i'm just going to launch a little bit of an interactive poll here just to get an idea of you know who's on the call um i just want to know if you use a crm or a like a sales automation system just click yes or no on that and i'll give it just a minute here all right looks like we're kind of 50 50. so that's good all right so i'm going to end that one and on that on that same topic um if you are using it or if you do have one are you actually using it and meaning like you know you're not just ignoring it you're actively you know logging in using it to it to its its benefits and all that kind of stuff and this will give me a good idea of kind of where to where to focus later on if if these technology systems are something that that you know you're actually using or if there's something that have been a little bit of a um thing in the background for your business so i'm gonna end that one looks like we got most of people that answered yes to that so that's good um and then you know on the uh the last point with this um you know and the purpose of this you know maybe you're looking for a way to manage your sales process and prospecting just a little bit more efficiently so um really the concept that i'm talking about here is really you know to grow a b2b business obviously you have to get a sales meeting with your prospect that's fundamental but to do that you really need a consistent way to manage your your sales and i.e i mean you know just have a process to doing that you know a lot of times we have um this kind of a process baked in the back of our heads and you know it's not really a formalized process and to manage a process you normally need that need to have the time and maybe even some new ideas to to implement into your business so real quick um a little bit about me oh i got an image there out of whack so one second um just in case you don't know me my name is patrick spielman and uh first and foremost i'm uh i'm a father to my wife's uh daughter and i scott our our daughter scotty um husband i've bootstrapped three companies and um this is just my little project i was gonna give you a little tidbit on me i'm just working on a little bathroom remodeling project something i do in my spare time relaunch this so i'm the founder of uptix and i'm also a franchisee of sculpture hospitality twin cities which is a global franchise organization doing inventory controls for bar and restaurants i'm also the the regional director of that and uh there was a little picture of uh our daughter scotty so enough about me um i guess this last one won a few different uh business growth awards and and stuff like that so if you're kind of wondering you know maybe you know the if you should listen to me or if my advice is any good um i have a few results that i've gotten in the past so um there's that let's get into it so let's go through the the four common you know sales mistakes that i see and how to fix them and the first one is really just not having a process in sales taking a back seat and you know historically most businesses especially if you're in the smaller side sales kind of takes a back seat to operations with your you know day-to-day tasks and taking care of customers you know that kind of stuff takes precedence in in most likely um a sale structured sales process hasn't been implemented and some of the challenges with this are really just time constraints you know the money and investment costs to you know hiring sales people and implementing technology one of the things i've found the most though i would say is having access to information and information to kind of try new things and you know deploy an actual structured sales process and and then having the right people to manage that process whether it's you yourself or you know a sales team or whoever might be some solutions obviously to these challenges would be to implement a process really just to make an effort um in you know getting bogged down with some of these day-to-day tasks it's easy to lose track of things so you know sometimes just setting aside the time um you know going out and learning some with free resources youtube blogs that kind of stuff um or just hire people or partner with you know somebody that can help you grow so this is probably the biggest mistake that i that i've seen is just really not having a process and letting sales take the back seat to pretty much everything else in the business um the next thing i see in terms of of sales and and prospecting is neglecting low-hanging fruit and what i mean by that is just think about like how many times you've met with a prospect only to really forget about them after the meeting was over you know a lot of a lot of people you know when they're not presented with an immediate sale opportunity they quickly move on to you know a fresh new lead a fresh new prospect and really forget to nurture and follow up with those prospects and so some of the challenges of this are especially if you have limited leads you've got to maximize the number of people that that you have to prospect really um and so forgetting about people and not not nurturing them and neglecting them um can really come at a high cost and so not not having a follow-up process in place is a pretty big challenge here um if you don't have any long-term nurturing those people that you've met with in the past aren't being warmed up to your brand aren't you you're not staying top of mind um because a lot of times when we do sales and we meet with somebody you know it's usually they have a lot of things going on in their life they're busy just like we are and if we're not if we're not nurturing them long term then um you know we're we're losing out a lot of opportunities and i've been guilty of this in the past um so you know i'm no stranger to it so some of the solutions here is really just to maximize each opportunity build a follow-up cadence of some sort a process by which you know you have a sales meeting okay what are the next steps that are gonna happen after that and and launching some drip campaigns to nurture those those prospects long term mistake number three is just not using enough channels what i mean by channels most people rely on one or two sources of generating new sales opportunities um networking and referrals are usually the most popular i would say um and you know this this really with networking referrals it's it's more of an accident sales strategy versus an intentional sales strategy so some of the challenges with this are it's really risky in terms of growth um you can't scale it with networking and referrals um it requires a ton of time and some better solutions would be um utilizing email uh even cold calling can be effective ads social media and um maybe not doing all of these all at one time but you know going from you know what maybe one channel maybe for doing networking and just referrals um you know starting with one of these and then adding a second one and then adding a third and this isn't an all in company sing list but um just just some ideas then the last the last mistake is really just not making the time um so most people really just don't have the bandwidth to try new things and don't really know where to start so some of the challenges with this are um you know if you're managing employees you know you get bogged down you know managing employees hiring firing um you know making sure the day-to-day operations are taken care of um making sure your customers are taken care of first and foremost because um sometimes it's easy to get distracted on on just focusing on new uh new business and your current customers you know can can take a back seat if that was the case so it's just finding that balance you know obviously this day and age we all have phones we're getting interrupted all day long you know this is another reason why you know making the time can be can be really hard and just having a lot of different distractions so some of the things i i kind of suggest is just time blocking um time blocking for any sort of sales activity being more efficient having with your time having shorter meetings i started doing um instead of 60 minute meetings by default i'll do 30 maybe 45 minute meetings and that really just helps kind of maximize our time and and not get meeting to death and and of course there's always the option of working a few more hours so which i'm sure if a lot of you business owners um that's probably the last thing we want to do right um right now you might kind of be thinking with all these these four things that i went over you know this is great but how in the heck do i solve solve these you know i don't have the time to do it anyway and and really the the hard truth is that we're all really busy you just have to sit back and decide what's important to you and it might be easier in the short term to keep doing the same thing that you've done in the past but it's really just going to result in more of the same and really that just results in the same missed sales opportunities so um really it's just making that decision that you're gonna you know focus on on some of these things so moving on to the the second section um i want to give you these you know kind of actionable six easy to implement prospecting campaigns that you can set and forget so we have these implemented um for both my businesses and the first one is um really low hanging fruit is is actually your existing customers and so um you know if if you don't have a strategy to nurture your existing customers it's something you definitely want to take a look at and and i don't mean prospecting them by selling i mean nurturing them by adding value and really just staying top of mind with them and some ideas here would be to send them you know best practices free resources handcrafted content you know and the last one being touch points meetings and feedback um what i mean here is setting up you know a reoccurring you know email text message or just a reminder to make a phone call to ask them hey how is everything going you know are we meeting your needs or setting up a meeting with them to touch base and say hey let's let's do a you know an account review or feedback being you know sending out quality assurance surveys and and stuff like that it's a simple way to just you know stay in front of your existing customers and this is a strategy that um it's not you're not going to immediately be presented with sales opportunities but but it's going to help in terms of your brand image and when it comes to you know your your current customers being asked for to be a reference or you know a referral obviously having these things in place are uh are really going to be beneficial when that comes and also it is going to actually lead to referrals as well by just staying in front of them more often um for my uh for the sculpture hospitality business we started doing this um the beginning of the year and we've gotten a ton of referrals we've gotten over 20 referrals this year and we're currently in the process setting up um three new accounts one of them has multiple locations and um this just came from nurturing our existing customers and doing some of this other stuff so um the next one here um i'm gonna skip that is what i call the win back campaign and this is staying top of mind with former customers so it's really easy to lose a customer and um you know just kind of forget about them and so again kind of like the the current customer campaign this one's really not meant to be too salesy it's mostly meant to be helpful so again you know you can send them things like best practices blogs you know drip and nurture touch bases so this is more like touching base of them saying hey um you know how are you doing is there anything we can help with um and maybe sending them some industry info keeping them up to date on any promotions discounts or even just changes that you've made in your business um improvements to your offering new offerings um keeping that kind of stuff in front of them and uh presenting them with you know an opportunity maybe to come back so super easy um simple campaigns to launch doesn't take anything crazy just takes a little elbow grease the next one i like to call the uh friend zone campaign so what i mean by this is staying in touch with prospects who told you maybe i call these friend zones because people that tell you maybe a lot of times you know are either just too busy or maybe they're just being polite they don't want to tell you no one hurt your feelings i like to call theirs putting me in the friend zone versus doing business and so um this one is a little bit more salesy but it's also a mix of helpful content just staying really top of mind with those people that that you've met with in the past that were you know somewhat interested in what you do and maybe the timing just wasn't quite right um some things here um in terms of launching this campaign you can get a little bit more edgy in your sales copy and and create a sense of urgency maybe put in some deadlines uh special offers and just things to try to get them to make a decision so that you're not sitting there constantly trying to follow up with them and follow up with them um all the while you know they're they're maybe just not interested at all so um getting them to make a decision a little bit sooner and maybe even incentivizing them uh of some sort uh you know a discount or maybe some bonuses or value ads um would be would help them kind of make that decision and so that you can keep them out of the friend zone as i like to call it so the next one is uh not interested so you know these are for the prospects you told you know and i like to kind of think of the uh dumb and dumber line uh when jim carrey says so you're telling me there's a chance when when mary tells him that uh there's a one in a million chance that they're gonna end up together and uh and so you know we've all had the times where people have uh told us no you know it's not the right time and then those are the ones typically that are really really easy to forget about and not circle back but a lot of times no just means no for now and and the timing you know maybe just wasn't quite right um we actually had recently um a sales opportunity we a person we met with three years ago that was in a uh not interested nurture campaign they just came back um after getting you know one of our uh our prospecting touch base you know follow-up emails and um they replied actually it was an sms we had an automated sms go out and uh they got back and said give me a call at you know whatever their number was and um you know we set up a trial period and all that kind of stuff so these campaigns are um a little bit more salesy than the last because they're a little bit more cold but again it's going to be a mix of of help helpful content as well so very similar to the maybe campaign um a lot of times when you get a no from this prospect it's good to ask for permission to follow up so a lot of times when we get no i just say hey mr mrs prospect is is it okay if i you know touch base with you um here and there you know maybe every you know three or six months and i don't think i've really had anyone say no to that um again with uh as in the maybes you can also do some deadlines and special offers and keeping them up to date on on some of the uh the offers that you have the second last one here the referral partners um this is really uh to to partner with people in similar industries who who you can refer business to and this is similar to networking but i'm meaning more so a concerted effort to collecting industry partners and then putting a dedicated campaign out there to touch base with them introduce yourself try to get a meeting a lot of times if you can present this opportunity to help each other grow each other's businesses it can really really i mean it's an easy way i mean most people want to build their business as well and so it's it's usually works pretty well um you just got to make sure that that you're you're kind of working with the right people so you don't want this to be salesy and you want it to be you know directed towards helping each other so um a couple of the few things i've noticed in the past is just picking the right partners following up and nurturing them um you know using different mediums whether it be a linkedin email or calling that really help that really helps um people get used to replying on the mediums they're good at checking and really just giving it time so um a lot of times in the past like i've been part of networking groups and and stuff like that where you go to the meeting and kind of becomes the same thing over and over again these things take a little bit of time but if you can reach out to people sort of in um in bulk and have more one-on-one relationships with them then you can build that that uh relationship a little bit deeper then the last one so after all five of those first campaigns are launched which are really easy there was nothing cold about them first it was the you know your current customers your former customers you got your maybes your interested and uh referral partners then look at launching cold campaigns so outbound cold campaigns to prospects that have never heard of you and with these you know they are a little bit more salesy but you want to raise more curiosity than anything with your messaging and whether that's whether that's a call an email or whatever it might be um you want to raise curiosity you don't want to like go straight into your pitch and you know tell them everything you want to kind of peak their interest and get them curious um you know to reply a lot of mistakes i see with cold campaigns are are just straight sales pitches i i get cold emailed all the time and and people connecting with me on linkedin all the time and it's just a straight sales pitch you you don't want it to be a straight sales pitch you needed to raise a little curiosity without it it's pretty hard unless you run into a prospect that has like has been thinking about the immediate need that you can solve recently so um some ideas with launching cold campaigns aside from what i just mentioned is you want to you want to use multiple channels and what i mean by that is email calling linkedin you know ads um social media that kind of stuff but if you aren't experienced with with doing a lot of that you want to master one channel at a time otherwise it can get to be too overwhelming and really data is is your friend and um you've got to use data to uh to manage this process if you're not using data then you're kind of going to be you know uh flying blind and not really knowing where you can direct your time so and and i always say less is more here and what i mean by that is some people are really in love with finding as many leads as they possibly can and then just throwing a bunch of crap against the wall and seeing what sticks it's better if you find more quality leads for instance um with the some of the campaigns we've launched recently um with a bunch of referrals that we got we went out and pro uh collected a list of all those people and found out a bunch of information on them and then built an actual sales process around nurturing them and following up with them and focusing on less prospects but getting to know them a little bit more and then using our other connections with them as as a point of differentiation from you know other people and um making it easier for them to want to you know say yes to a meeting so uh real quick here i want to see i'm going to launch another poll i forgot one earlier i want to see how many people of these six campaigns how many of them are you currently running and i don't have a zero option in there i just realized so um if it's zero just you know you don't need to answer it but um so it looks like we got one six that's impressive i love it uh so it looks like most are kind of in that one to two range so that's good better than zero anyway it's awesome all right i'm gonna i'm gonna end that one just for the sake of having skipped over this um of the four mistakes that that we talked about of you know not making the time um you know uh with with prospecting not having a system and all that kind of stuff um how many how many points can can i guess you kind of relate to of those of those four that we talked about earlier in terms of the challenges of running sales with b2b and and uh just the the day-to-day you know it's kind of probably hard to remember ever all four of them at this point i've covered a lot in a short amount of time awesome so it looks like most of them yeah i figured those are a lot of the challenges and struggles i i had so i'll end that all right so uh with this you know in terms of all these campaigns you know most people set said that you know they're doing one or two so maybe all six of these can be a little bit daunting and and maybe you're wondering you know how you're how you're supposed to launch all of them and you know with no time and how you're going to manage them really the uh idea here is to create a system and by creating the system to do that you're going to free up you know loads and loads of time so you can focus on your business and so you can focus a little bit more time you know working on your business versus working in your business that old adage um but the foundations that you put in place by building a system you know are going to be there it's just you know kind of putting in the work one time and and uh you know moving on and just maintaining it and you know initially ideally here you set up you set it up um and perfect it and then you have somebody else manage it and um once the system's in place you know you just do some touch bases and and you just update tweak and adapt as necessary but once it's there it's it's there forever so the last part and this one's gonna be really quick so that the easy way to shave hours and you know days or even weeks off your workload but while uh doubling or tripling your impact is just implementing those processes automations and systems so the first point is leveraging technology to manage the process using a proven turnkey repeatable process to help you with those automations and really just focusing on automation in general um how many people i'm going to launch another quick poll here have an actual dedicated sales process to generate and nurture leads like an actual mapped out process you know showing all right i have a i'm gonna reach out to somebody then i'm gonna have a meeting with them and then um you know we're gonna send them a contract if they're not interested they're gonna go into this nurture campaign you know an actual spelled out mapped out process awesome so it looks like most people don't which is very much the norm so right now um you're probably wondering you know what technology to use what process should i start with and where do i start um i'm you know part of the point of this whole uh webinar is you know we we made it a lot easier for people but first i want to just kind of recap what we covered so we covered those four you know common mistakes those uh six different campaigns and you know using the systems and automations and from here um we've made it pretty easy some of you already may be part of uh what we call uptix university so um we've built uh free sales training resources where you can implement our our courses sales accelerator and sales automation those are 100 percent free don't cost any money they just cost a little bit of time um but with that time obviously you'll be able to implement some of these strategies we've talked about and then the other piece is uh uptake's sales automation so we have a lightweight easy view software that helps automate you know all the manual as i call boring sales stuff so you can focus on on things that matter like taking care of customers and and closing sales and just to give you a quick kind of sneak peek here uptix university is is really simple um you can you can chat with us um you can post things it's kind of a social network you can view um courses and go through those at your leisure i have a lot more in here because i have things in uh in uh testing phase but you can um go into these and have access to them you know any anytime you want and then uh uptick sales automation is uh our lightweight you know software it if you're a smaller business it could serve as your crm as well it's a lightweight crm but this you manage your your lead lists and some of your automations i'll show you a quick demo in just a second of that um real quick before we get into that in terms of the automation portion um so it's a multi-channel sales platform um helps you connect with buyers on really the the platform or medium of their choice so it has email automation linkedin automations coming soon outbound and inbound calling with a power dialer helps to be really efficient with outbound prospecting has sms built in task automation so keep you hyper focused or your sales reps hyper-focused you can build sequences out schedule tasks for them to complete in their inbox um so just keeps them on point and and with their prospecting in and reminding you you know when you need to reach out to somebody um you can store your messages build your sales cadences your sequences and manage your lists with what we call smart lists so it just auto segments your lists based on profile attributes and and we with the software we've used kind of the best in class technology partners so if you're using gmail it integrates directly with with gmail if you have other app software platforms it's got it integrates with zapier to help automate other parts your business the phone and sms platform is through the biggest provider in the world of that service um they're called twilio and then um our zero bounce integration helps validate email addresses um that's getting launched here in the next few weeks within the platform um but basically that helps make sure that your emails don't bounce um if you're sending you know a lot of the emails out uh you don't want to end up in spam so to show you a quick demo here i just want to this will take like two minutes i want to show you the the overall fundamental of the of the system so you've got uh let's say you've got your lead list and i took out names emails and phone numbers out of here let's just say you want to segment your leads a particular way in this case i'm just going to search for myself but you just say save a list this could be a a list of people that aren't interested for instance um we'll just make up some some uh scenarios so now once this list is built it's it's built forever and to automate your process here aside from being able to just do some manual like bulk enrollment of email bulk sms um manually enroll in sales sequences or do like some power dialing or doing more like one-on-one um emailing and stuff like that the power behind this is setting up a what we call a sequence and it's pretty simple just call this a demo sequence basically you just come in here and you you build a defined cadence so um you know you can you can add an email uh demo see i've got a bunch of i got a bunch of messages here i'm not sure usually what to pick but um you know you could you could add a phone call task and this phone call task what's going to happen is it's going to be assigned to a contact owner whoever owns that record you could even put a script in here um you know telling them what they need to what they need to say or suggesting what they need to say and we've got it broken down into different task types so you can throw one of those in there you can add a delay if you want you delay for you know however many days hours minutes this is really what just drives the overall process in turn in whatever you want to add here you can you can add if you want to add an sms in here you can add a add an sms as well so let's see you know whatever you want it to say i'm going to take this delay out and i'm actually going to launch this um so first step an email is going to go out second step a task is going to get created third step on sms is going to get created well let me show you one quick neat thing i'm going to put the task in position one this means the sequence is going to be paused until that task is completed so say you make a phone call you don't get a hold of a prospect once that task is completed instead of the rep having to send an email and saying hey i just tried touching base with you want to see if we get a meeting on the books they don't even have to lift a finger they just have to check the task off and this message will automatically be sent so to get people enrolled in this all you got to do is take take a list that one of those smart lists so that thing that i created right in the beginning i just uh associate that list to this and now any any contact that gets enrolled in there is um is automated automatically going to get enrolled into this process so just hit save probably have a sequence named the same thing yep okay so immediately on saving three people got enrolled all three of them were me and um i can always edit these so uh basically now that that's happened any replies that i get into the system any sms replies uh email replies or any tasks that get associated get added into this little inbox and uh i don't have any in there right now but you can toggle under complete and you can see all your completed tasks including voicemails missed calls all that kind of stuff so that's the overall uh premise of the uptick sales automation platform is is really just automating that process optics university has over nine modules and 50 courses in a lot of templates scripts and checklists um our two main courses are the sales accelerator course which is really designed to give you the fundamentals and the structure of launching these specific lead nurturing and outbound prospecting campaigns and our sales automation course is meant to help you implement the fundamentals from the sales accelerator into the uptix sales automation platform so we're trying we're trying to help with both um the fundamental side of the business the things that i've talked about in this uh in this webinar as well as giving you the actual tool to help you manage the process so that's what takes you and just as a reminder you know again this is for b2b uh you know client based businesses who have spent a lot of time trying to grow their business haven't built you know kind of that consistent way to nurture and prospect follow up with leads your crm has been a chore you've ignored it it's kind of like a paperweight and um obviously with with upticks our goal is automation so that even if it is sitting there in the background doing things automatically for you that it's still a benefit to you and that it's not just collecting dust and um you know again obviously for you know people looking to manage a sales process process and prospecting more efficiently so some of the things obviously in terms of benefits you know maximize you and your your sales reps time control your sales process to a t using those those sequences however you want to build them your follow-ups and nurturing and outbound prospecting essentially on autopilot with the system implementing a sales playbook and and stop relying on referrals and um that's one big thing that i've i've found with a lot of businesses is real really relying mostly on um the referral side of the business and the accidental referrals i like to say and kind of you know and and break through the wall of you know prospecting getting lead nurturing going and really just you know kind of taking some action on the sales process and so here's kind of the advantages and how people grow with us so um with uptick software and and the the university we can help uh implement you know this stuff uh really really fast um you know proven system but you can customize it to your your liking um sales management with automation and that multi-channel album prospecting um playbook and and software so with all that said we're um we're doing a limited time kind of autumn business automation launch packet package which basically you know gives uh anyone uh our uptick software full access to the software we call it our scale plan that's no limitations no limits on sequences that kind of stuff um we're doing a two-year price lock we're adding a lot of new features into the platform and so like our linkedin is coming soon that'll increase our our monthly subscription by by fifty dollars per user per month so we're gonna do a two year price lock with this package um we're gonna include four one on one we call scale setup sessions um so basically what we'll do is is help you implement all of this stuff and all of the automation within the software and these fundamentals into your business with you and um you know to help kind of adopt you know these principles that it does take a lot of time and um you know sometimes you don't quite know where you're what you know where to start even though we do have upticks you um this is us you know hopping on you know a weekly call and you know being there step by step helping you be successful with launching it um we'll also have access to some private training and support zoom calls so similar to this instead of being a webinar actually you know we'll all be live we'll all be able to talk um and we'll be able to kind of work with with everybody on best practices and improving you know their um their automation and their sales campaigns and then anyone that needs any additional um you know training or coaching um with this would get uh 20 discount on additional you know training or coaching programs so um in the last thing is uh we're gonna throw in uh one free setup session to this if uh anyone that's on the call today um registers for the uptick software and all you gotta do is go to upticks.iouptics.io so basically that would take um these four um actually this is whether you buy anything from us or not um we'll give you this for free anyway you don't have to buy anything you can just you know sign up and we do have a free version of the software so if you don't even want to pay us we'll still we'll still meet with you you know kind of help you get started and you can feel free to use either our free version or upgrade to our paid um i can send you an email um for that session if or actually it'll automatically get sent um when you register so um we'll have about 10 to 15 spots available just depending on the size of company and how many sales reps and stuff like that they have um for this offer um obviously with our with our bandwidth we can't meet with uh you know 100 people on a weekly basis so um we hold kind of 10 to 15 spots available so you're probably wondering on the cost so you'll get a 14 day free access to the to the software um it'd be uh 997 dollars one time which obviously helps pay for you know those consulting sessions those support calls and all those other uh bonuses helping getting all the stuff implemented and um after that it's it's just really the subscription costs it's 97 per user per month um for the upticks scale plan and you would be locked in at that price um the second option uh is uh basically the same really the only difference is the 997 would go to 497. uh if after we're done helping you implement this stuff if you're willing to write a written and vid and do a video testimonial so you know we're small business you know we're fairly new and you know uh at the time of this recording or this uh meeting anyway and so the best way that we're gonna grow just like a lot of you probably is you know having you know proof and testimonials and you know case studies and stuff like that so that's our little incentive for those that that um you know are comfortable with with providing that so um you know if you want to learn more about it about this and i can send an email after go ahead and book a call you just go to upticks.io slash demo or just go right to the upticks.io website and you can uh book it there's a link to book a demo right on the main page and then the last part and i will open it up to q a at the end um live q a i just want to tackle some questions that uh we typically get here um people that want to know kind of what's what's included in the scale and support consulting session so so if you purchase the consulting you know the the support sessions that you know 997 or the 497 what's that include it includes really anything anything we can help with to launch or automate um your sales process will help with whether that's copy whether that's lead list whether it's um you know just setting up the system will literally help with anything um a lot of times i get asked like do you do actually do the training and support and so my my partner co-founder and i dan um we both deliver the training at this point and we don't see that changing for the foreseeable future um we want to be really hands-on with all of our customers and deliver the support and training for this program ourselves some people ask what if i only want the software or the university um you can absolutely just get access to the software in the university as i mentioned the university is completely free for everyone in the software we only have two free our two plans one's free and it's like really free um the you could if you just need a lightweight crm and a little bit of automation like it's gonna it's gonna tell you when somebody opens an email when they click a link um you're gonna be able to track and do a lot of automation um so it's a lot of free aspects to it and there's only the one paid version at this point which basically allows you to do a lot of the unlimited stuff but um you absolutely don't have to pay us a dollar uh there are free options out there um but obviously um you kind of get what you pay for but our free version of the software and the university is really really good how do you get started um as i mentioned just uh you can book a call i'm gonna send i'll send an email out after this and um if you wanna get started a little bit sooner you can um you can go to the optics.io website and book call with us we can talk a little bit more in further in detail on launching all the stuff for your business so um that's all i got if if you have any questions just open up the chat at the bottom of your screen and i will answer some live questions appreciate everyone sitting with me here and um getting through all that so it's a lot a lot of information all right let's see q and a's all right someone asked how why should i switch from my current crm um the short answer well there's multiple answers you don't necessarily have to switch from an existing crm um you could integrate our automation platform with your crm to help with the automation side but in terms of like if you actually wanted to switch crms um i guess if you're most people on this call weren't paying for or really utilizing their crm so if you're not using it um it's really not doing any good um and uptix does serve as a lightweight crm for you know businesses that you know really just need to do kind of the the basic crm stuff but it's focused on the automation side of things um so instead of it just kind of being a paperweight it'll actually be doing something for you in the background hopefully that answered your question i'll take my uh screen share off so you can everyone can see here any other questions all right no questions awesome well hopefully i answered everything um appreciate everyone for joining i hope you got some a little something out of it um if uh if you want to learn a little bit more we definitely appreciate you checking us out a little bit further um book a call with us if you have any other questions if we can help with anything whatsoever and um as i mentioned anyone that signs up for uh access to the software will get a free uh support session whether you take a free version or not so if you're thinking about implementing automation in your business uh from a sales perspective then you know there's really no risk in doing that just head on over to optics dot io and sign up and hopefully see you on a support session so appreciate everyone for attending and we'll see on the next one thanks