Watch these 21 minutes for superior service delivery

Summary

In this informative video, Charlie Morgan collaborates with Thomas to offer valuable resources for beginners building an agency. They discuss essential topics such as creating contracts, establishing a client support system, database reactivation strategies, and setting up an onboarding funnel. Charlie shares his expertise, explaining complex concepts in an engaging way and providing free resources, including a Google Drive with contracts and service delivery guides, to help viewers systemize their agency operations effectively.

Takeaways

• 🎉 Charlie Morgan is featured in the video to provide valuable resources for beginners looking to build an agency.
• 📄 The video discusses the importance of creating contracts and having a solid client support system for agency operations.
• 🔄 Database reactivation strategies are presented as a method to re-engage with existing client lists and generate new leads.
• 🛠️ An onboarding funnel is introduced as a system to streamline the process of bringing new clients into an agency.
• 📈 The video promises to share a Google Drive with resources including contracts and service delivery tracking methods.
• 🗂️ Charlie shares his past experience running a marketing agency, North Flow Consulting, and the lessons learned from it.
• 📊 The 'Client Results Tracker' spreadsheet is highlighted as a tool for monitoring client outcomes and identifying areas for improvement.
• 🤝 The onboarding process is emphasized as a critical step in client acquisition and retention, with SOP videos provided for guidance.
• 💬 Support strategies, particularly using WhatsApp, are discussed as key to client satisfaction and retention.
• 📝 Contract templates are shared along with a disclaimer about seeking legal advice for their use in different jurisdictions.
• 🌟 Google review campaigns are suggested as an additional service to boost client reputation and satisfaction.

Q & A

What is the main purpose of the video featuring Charlie Morgan?

The main purpose of the video is to provide valuable resources and insights for beginners building an agency, including creating contracts, establishing a client support system, database reactivation strategies, and setting up an onboarding funnel.

Why is the host of the video not discussing the topics of contracts and onboarding funnels?

The host is not discussing these topics because they are currently focused on building their own agency and finds it redundant to make videos about these subjects when Charlie Morgan can provide the same information and resources.

Who is Charlie Morgan and what does he specialize in?

Charlie Morgan is a specialist in helping people who run agencies and coaching businesses. He assists them in systemizing acquisition and service delivery.

What is the significance of database reactivation (DR) in the context of the video?

Database reactivation is a strategy used to re-engage with an existing list of contacts, with an average response rate of 2-10%, which can significantly boost lead generation without additional ad spend.

What is the average response rate for a database reactivation campaign according to the video?

The average response rate for a database reactivation campaign is between 2 to 10 percent.

How does Charlie Morgan plan to share the resources on service delivery?

Charlie Morgan plans to share the resources through a Google Drive, which includes videos and documents that explain the strategies and processes in detail.

What is the importance of an onboarding system for new clients?

An onboarding system is crucial for integrating new clients into the agency's processes smoothly and predictably, preventing bottlenecks and ensuring a streamlined client experience.

What is the role of WhatsApp in the client support process as mentioned in the video?

WhatsApp is used as the primary method of client support, as it was found to be more effective in communicating with clients compared to other platforms like Slack or email.

What is the 'client results tracker' and how does it help in service delivery?

The 'client results tracker' is a spreadsheet tool used to track and analyze the performance of client campaigns on a daily and monthly basis, providing key metrics and conversion rates to identify bottlenecks and improve service delivery.

What is the significance of the Google review campaign in the service delivery process?

The Google review campaign is a strategy to enhance the value of the service provided to clients by generating a high number of positive reviews, which can improve client satisfaction and the agency's reputation.

What are the contract templates provided for in the video?

The contract templates provided are for retainer marketing and general marketing agreements, which can be used as a starting point for legal agreements between the agency and its clients.

How can viewers access the resources discussed in the video?

Viewers can access the resources through a link to a Google Drive that will be provided in the video description.

Outlines

00:00

🎥 Introduction to Agency Building Resources

The video introduces Charlie Morgan, who will discuss essential topics for beginners in building an agency, such as creating contracts, establishing a client support system, database reactivation strategies, and setting up an onboarding funnel. The speaker acknowledges that these topics are fundamental but not their focus, as they are more involved in growing their own agency. The video is aimed at providing valuable resources for beginners, with Charlie's expertise expected to make the content engaging despite its foundational nature.

05:02

📚 Sharing Expertise on Service Delivery and Client Onboarding

Charlie Morgan shares his experience from running a marketing agency, discussing strategies like database reactivation (DR) campaigns that can generate leads without additional ad spend. He provides an overview of service delivery, emphasizing the importance of keeping clients for longer periods. Charlie also outlines the resources he will share, including a Google Drive with contracts and service delivery modules, and promises detailed videos on various topics such as the new client SOP, onboarding funnels, and client retention strategies.

10:03

🔄 In-Depth Look at Database Reactivation and Client Support

The paragraph delves deeper into the database reactivation strategy, including an explainer video and the process of reactivating a business's existing phone number list to generate leads. Charlie also addresses the challenges of onboarding clients and managing support for a large client base, sharing a PDF guide and a video on the support process. He highlights the use of WhatsApp for client communication due to its effectiveness in their niche and mentions plans for a High Level extension to streamline communication.

15:03

📈 Tracking Client Results and Service Delivery Metrics

Charlie introduces the 'client results tracker' spreadsheet, a tool for monitoring the health of client relationships and service delivery performance. The spreadsheet allows for tracking various metrics such as ad spend, impressions, clicks, form submissions, and sales, providing a clear view of the service delivery process's efficiency. He also discusses the importance of segmenting issues within the system to identify specific bottlenecks and mentions a video that will provide a full explanation of how to use the tracker effectively.

20:05

📝 Providing Contracts and Encouraging Google Reviews for Enhanced Service Value

The final paragraph covers the provision of contract templates used in Charlie's past agency and emphasizes the need for legal review tailored to specific jurisdictions. Additionally, Charlie introduces a Google review campaign as a simple yet effective method to enhance client satisfaction and the perceived value of services. He outlines the campaign's structure and provides messaging templates, with a video demonstration of how to implement the campaign, aiming to generate positive online reviews for clients.

Keywords

💡Database Reactivation

Database Reactivation refers to the process of reactivating a business's existing list of contacts, typically phone numbers, to generate new leads or re-engage with past prospects. In the video, Charlie Morgan explains this strategy as a cornerstone for Northflow, where they were able to generate a significant number of appointments without additional ad spend, highlighting its effectiveness in client acquisition and service delivery.

💡Onboarding Funnel

An Onboarding Funnel is a systematic process designed to guide new clients through the initial stages of working with a service or product. In the context of the video, Charlie discusses providing a streamlined onboarding process, including videos and resources, to help integrate new clients efficiently into the agency's systems, emphasizing the importance of a predictable process for successful client management.

💡Service Delivery

Service Delivery in the video script pertains to the methods and strategies used to provide services to clients effectively and efficiently. Charlie Morgan shares his expertise in systemizing service delivery for agencies and coaching businesses, including tracking service delivery through various metrics and ensuring client satisfaction for long-term retention.

💡Client Support System

A Client Support System is the infrastructure that a business puts in place to assist and communicate with its clients. In the video, Charlie emphasizes the importance of a strong support system for client retention, discussing the use of WhatsApp as a preferred method due to its effectiveness in immediate problem-solving and maintaining client satisfaction.

💡Contract Creation

Contract Creation involves drafting and finalizing legal agreements between parties. The video script mentions Charlie giving away resources for creating contracts, which is crucial for establishing clear terms and conditions with clients, ensuring a professional and legally binding relationship.

💡Client Retention

Client Retention is the ability to keep clients over time, which is key to a sustainable business model. Charlie discusses strategies for retaining clients for extended periods, which is highlighted as more cost-effective than continuously acquiring new clients, and shares a 40-minute video on the subject.

💡Google Drive

Google Drive is a cloud storage service used for file sharing and collaboration. In the video, Charlie mentions a Google Drive filled with resources such as contracts, tracking systems, and service delivery modules, which he is giving away to help beginners in building their agencies.

💡High-Level Support

High-Level Support refers to the advanced assistance provided to clients, often through specialized platforms or direct communication channels. Charlie and Thomas discuss creating an extension on High Level for client communication, indicating a move towards more direct and less cumbersome support methods.

💡Results Tracker

A Results Tracker is a tool used to monitor and analyze the outcomes of a service or campaign. Charlie introduces a spreadsheet called 'Clients Results Tracker' designed to track client results on a daily and monthly basis, providing insights into the health of client relationships and the performance of service delivery.

💡Google Review Campaign

A Google Review Campaign is a strategy to encourage and collect positive reviews from clients on Google, enhancing the reputation and credibility of a business. Charlie shares an SOP and resources for running such a campaign, which can be a valuable addition to service delivery, as it not only pleases clients but also attracts new ones.

Highlights

Charlie Morgan shares free resources for beginners building an agency, covering contracts, client support systems, database reactivations, and onboarding funnels.

The video provides a Google Drive with contracts and service delivery tracking guides to improve client retention.

Charlie's experience running North Flow Consulting is highlighted, having served 70 clients and signed 350-340 clients in total.

A database reactivation (DR) campaign strategy is introduced, with an average response rate of 2-10%, potentially generating hundreds of appointments without ads spending.

An hour-long video on the DR strategy is promised, detailing text messages and follow-up sequences for service delivery.

Onboarding clients is discussed with a systematic approach, including a new client SOP and administrative access steps.

A video explaining the onboarding funnel is provided, along with a template resource for ClickFunnels or High Level.

Client retention strategies are shared, emphasizing the importance of keeping clients for an extended period to reduce stress and increase revenue.

A PDF guide on post-onboarding client support is available, detailing the process using WhatsApp as the primary support method.

The 'Client Results Tracker' spreadsheet is introduced, allowing agencies to monitor client results and identify bottlenecks in the service delivery process.

A video will be released on how to use the 'Client Results Tracker' spreadsheet effectively.

Contract templates for retainer marketing and general marketing are provided, with a disclaimer about legal advice.

A Google review campaign SOP is shared to increase client satisfaction and the value of services without adding operational complexity.

The video includes a tutorial on running the Google review campaign, with messaging templates and campaign structure.

The importance of tracking metrics daily for identifying and solving problems in client relationships is emphasized.

The video concludes with gratitude for the platform to share resources and an invitation for viewers to ask questions in the comments.

Transcripts

hey guys so in today's video we have

Charlie Morgan who's going to come on

the channel and give away a lot of free

stuff he's going to talk about creating

contracts

um having a good client support system

going over database reactivations and um

you know also how to have an onboarding

funnel for your clients so this is the

you know these These are basically all

the resources that you would need as a

beginner in building an agency basically

stuff that is kind of redundant for me

to talk about because you know I'm

building my agency and I'm really

focused on building my own agency and so

I don't want to be making videos about

how to create you know agreement

contracts with clients or like you know

how to create an entire onboarding

funnel uh when you know it's stuff that

I can have Charlie talk about and just

give away all of the resources that he's

already created on the channel so with

that being said

um this might be you know a boring video

not in the sense that it's boring

because it's Charlie Morgan

um Charlie is probably the least boring

guy when he explains the most boring

Concepts because he's just really good

at explaining and I think he knows this

stuff better than a lot of people but

just keep in mind that he's giving away

a lot of things in this video so if

you're in that beginner stage this is a

really valuable video for you and I hope

you enjoy alright guys so we're here

with Charlie Morgan and in this video he

has a lot a lot of value to give out

he's gonna give away a whole Google

drive with

um contracts how to you know go about

your tracking Your Service delivery and

so yeah in this video he's going to go

over all of those things

um so go ahead Charlie yeah well thanks

for having me man I really appreciate it

um so everyone isn't familiar with with

myself and my channel my name is Charlie

and um I think we've done we've done a

collab or two before with with some

stuff on Service delivery

um but I basically help people like who

run agencies and coaching businesses and

we help them systemize acquisition and

um Thomas is a good friend of mine so

I'm pretty excited to share this all

with you guys

um I am going to cheekily plug my

YouTube channel at the start here um I

do post a lot of other stuff similar to

what you're going to see today on my

channel so by all means feel free to go

and check it out if you feel like you

want to so we'll just get straight into

the drive so

for context guys so I used to run my own

marketing agency called North flow

Consulting

um at its peak we had about 70

done-for-you clients on board and over

the lifespan of this business we

basically signed about I think 350 350

clients or 340 clients I'll just zoom in

a bit here so this was the agency we ran

and we had the whole thing sort of

running itself unfortunately the

pandemic hit we did take a bit of a hit

because we were in the gym Niche and

that's why we transitioned to Imperium

um but after a while we did manage to

sell some clients off and we no longer

run this but basically my business

partner Bo

created a entire module on Service

delivery inside of our product

um which looks something like this right

it's a pretty serious module there's

about 60 videos in here

um but what I wanted to do today is

basically share with you

um a collection of videos and resources

that you can use to massively improve

your service delivery to just keep

clients longer basically

um I wish that I had this stuff when I

started or when I had my first couple of

clients so I hope that I'm able to

provide some value and um I hope you

find this useful so we'll dive straight

in so the first thing to look at is a

strategy that we used to use called

database reactivation now what I'm going

to do for you guys here is basically

walk you through the resources or the

strategy at a high level and basically

each resource has a video attached that

explains it in more detail now

specifically for Service delivery the

way this thing works and I'll see if I

can just pull this up here and sort of

zoom in the ways that database for

Activation works here is like we call it

a Dr campaign right and this is

basically where you get an existing list

typically of phone numbers that a

business has and you reactivate that

database in a very specific way and the

average response rate is going to be two

to ten percent so if you strike gold and

get a business with loads of leads it's

really easy to get them a ton of leads

so Dr was actually one of our sort of

Cornerstone strategies for northflow

because you know we could onboard a

client and if they had a list of like 10

000 people we could literally get them

like anywhere between you know 300 to

maybe even upwards of a thousand

appointments in the first month without

them having to spend any money on ads

and if we were charging them for a point

and that meant sometimes we could even

make upwards of like 10 grand just in

the first month just literally by

pressing a few buttons inside of high

level so this is basically what the

system looks like as a whole

um you can sort of see we've got this

golden follow-up system that you might

be familiar with if you watch the last

video but you can go and check it out

there but basically you know we've got

this sop where we pick a client database

of you know one to 10K we send the bulk

text message campaign

and then we sort of take through some

you know there's some other bits and

pieces so you can see the example text

here

um and that's sort of everything you

know how the workflow works but you

needed to have a strong offer and this

is the average response rate so this

like you can basically screenshot this

and this is also available in the drive

to download now what we actually do have

is a one hour

um explainer video on the database

reactivation strategy and how that works

I'm just going to zoom out here

and make sure that I'm in this one so

we've got this video

um I'm going to upload this to my

YouTube channel a couple of days after

you're seeing this video

um so this is basically a one hour video

on the Dr strategy it shows you

basically like more text messages and

exactly what follow-up sequences with

you so you've sort of got those

stimuli or triggers that you'd be using

if that makes sense to get the results

but it also walks you through how to set

it up and our friends over at high level

and Thomas's friends at high level have

tutorials on how to build that so we

actually bolted it onto the end so if

you want this video and basically a full

explainer on how to build it it'll be on

my channel in a couple of days so you

know by all means check it out or you

know subscribe so you can see when

that's coming out so that's the first

thing is database reactivation now the

second thing Thomas I'm sure you get a

lot of these questions is how do I

onboard clients and how do I create an

onboarding system once I've got people

like to actually sign up so these are a

few videos um like I said in inside of

the program the onboarding process is is

a little bit it's more serious than just

three videos however I'm going to get

you started with these ones so basically

what we have here

is our new client sop so this is

actually what we would follow so when we

had like 50 60 70 clients on board if

you don't have like a predictable

process to actually get someone you know

signed up and like integrated with your

systems things get really messy and it's

just like it becomes a huge bottleneck

because basically when it comes to

onboarding people so we've got this sop

where we get a new client and get the

payment we send over the contract and

then we've basically got you know three

steps at stage four here where we're

trying to get admin access to business

manager the onboarding document question

form and also some other bits and pieces

and you know you can screenshot this

thing I won't walk through it now

because obviously I'm just sort of

highlighting it but what I actually

asked Beau to do my business partner is

make videos on these processes so we

could share them with you right and so

what you can see here is we've got this

new client sop video so this is you know

fully you're fully entitled and able to

watch this one through the drive but it

basically walks you through the process

we would use to onboard new clients so

that might be useful I'm just zooming

out here so in addition to that I

actually want to share with you the

entire onboarding funnel we'd use so

when it came to onboarding clients for

our agency we had a really nice

streamline process

um where we would use the funnel usually

hosted in Click funnels but you could

also use high level and we'd basically

put people through like a funnel right

and what I've actually arranged is to

have the video

explaining the onboarding funnel

um in the drive here and I think this is

quite a long one I think it's like well

it's only 13 minutes actually it's not

too bad what we do have in this lovely

Google doc is all of the onboarding

funnel links so you can see exactly how

we built this onboarding funnel and

we've also got a template resource for

you here as well

um full transparency if you did sign up

for click funnels through this it would

be through our affiliate link but you

don't have to use the affiliate link it

doesn't really matter and we also have a

client onboarding survey so this is like

I know I'm just sort of chucking stuff

Thomas people here

um but this is sort of exactly how we

did it so this is the survey that people

would fill out when they became clients

um and these are the funnels that we do

so you've sort of got access to those

and they're accompanied with with videos

that will explain exactly how to use

them

um and then the other thing we had is

this sort of survey so you've obviously

got the server there and then last but

not least we actually had like a this is

the script we would use for onboarding

calls

um so you can sort of check that out if

you want to it's pretty simple

and you can build that out if you want

to do onboarding calls so that's just

the first um the first thing so we'll

have a look at client retention so this

is a bit simpler

um so basically what we got really good

at with North flow was keeping clients

for a very long time

um and I know Thomas you're also quite

good at this with the SAS aspect of how

you're working things at the moment and

how you're engineering it so this is

basically

um more of a video than a resource but

it's about 40 minutes long and it walks

you through like all of the key parts of

our service delivery and like the

strategies we would use to retain

clients for those extra you know three

or four months because what I started to

realize is like

if you can just keep a client for an

extra three months it's the same as

getting a new client but it's far less

stressful and far easier to do so that

was that so then we have client support

so the other thing that we ran into when

we were at that seven figure Mark is

like how the hell do we support all of

these clients like you know it's one

thing just having like you know three or

four clients but Thomas I'm sure you're

aware of this like even having like a

couple of clients or you know when

you're doing like multi-six Figures it's

really hard to manage all that support

so what you can see on the screen here

is a downloadable PDF

so basically walks people through like

the onboarding process or post

onboarding process to support so I won't

go through it in this video because

there is actually obviously an explainer

but you can sort of see what it looks

like here now one key point is we

actually use WhatsApp as our method of

support so I see a lot of agencies using

like slack or something and that's fine

if your Niche is native to slack so we

tried to use slack or like like email or

something for for gym owners but we

found that they just didn't use it which

meant that we weren't aware of problems

which means we couldn't solve the

problems which meant people would leave

us so support is actually a massive key

to retention so that resources is

available there

the other cool thing is obviously it's

going to come with a video so you can

see this here about 20 minutes long just

walking you through the support process

and um believe you me we have battle

tested that with with 70 clients and I

wouldn't necessarily recommend you aim

for 70 clients because it is just 70

headaches

um yeah but ultimately it should serve a

purpose how did you support when you had

your agency to a muscle with with a new

one you've got how you handling support

uh with slack but we're actually looking

at uh just creating our own extension on

High level uh where people could just

you know communicate with us through

high level so they don't have to like go

on slide because that gets really

annoying just even to download slack is

like

hard you know yeah exactly it's just

like you if you have to put resistance

in the way of someone asking you a

question it just pisses them off so yeah

so I hear you man

um so another one and this is a this is

a huge one this is my pride and joy of

Service delivery and it might not seem

that sexy

um but it's a spreadsheet um that I call

the clients um results tracker and this

is something that I built a while ago

and basically like when it comes to

running ads you're running a system

right which means that you've got

different choke points or bottlenecks at

different stages so this is for lead

generation specifically so if you're an

e-com that's way more complicated I

can't help you because I'm not that

smart

um but what you're looking at here is

the actual like the actual spreadsheet

that we would use on a day-to-day basis

to track all of our clients results so

here's the thing about client results

like you want to be able to see the

health of your relationship with your

client from a metric level in one click

and so you can do that if you've got a

spreadsheet like this because what you

can basically do is month by month day

by day track exactly how much money you

spent how many Impressions you made how

many clicks you got to a funnel how many

people started a form how many people

actually filled a form and became leads

and how many people scheduled from that

and then the client is then responsible

for logging how many calls they

conducted how many sales they made and

how much cash they collected from the

sales and so what this spreadsheet will

do if it formats properly which it

should is basically give you percentages

right and conversion rates at every step

of your service delivery process so

Thomas I'm sure you've had people before

who say like oh I'm just my service

delivery isn't working but the first

question you ask is like well what parts

because it's it's segmented into these

sections so this is basically available

for you to just go here to file and make

a copy and this is another one of those

examples where I'm going to be making a

full video on how to use this and how to

actually like use the data properly on

my channel so I'll probably upload that

once again a few days or a week after

you're seeing this video so if you want

to go and check out my channel And

subscribe and wait for that one you

don't have to subscribe but just maybe

revisit it when it's live

um

you have do you have one like this for

appointment setting

yeah so um you know I'll show you an

example of this of how we would do it in

the program so basically every single

system we have when it comes down to

client acquisition whether it's Service

delivery because Service delivery is

kind of acquisition for other people

right so whether it's um Service

delivery or our own our own client

acquisition we do so I'll just give you

an example here

um if I come into

um let's go here

and now I need to look at this one so

I'm just going to go into our Loom

system for example

um

so if I go to my tracker so this we have

this basically this is for clients who

use our Loom systems but um you know you

can sort of rebuild this from scratch

if I zoom in here so basically what we

do is at the end of every single day or

sorry at the start of every single day

whether you're doing looms or Facebook

ads textile cards YouTube ads Google ads

I don't care if you're doing Outreach on

Twitter right or only fans for

all I can right but what you want to do

at the start of every day right is go

into your data and look at the metrics

on yesterday so you're reporting 24-hour

time Horizons never report on data at

the end of each day because you're not

accounting for stuff that comes in

overnight so if you come into this this

sheet for example here and you know you

you think I'm going to log this at 7 pm

like you haven't you haven't fully spent

all of your ad spend for the day so

you're not tracking properly but this is

one that we use for for Loom

specifically so you come in you log how

many looms you sent and then how many

looms have been viewed how many positive

replies and bookings you've had and then

what the spreadsheet will do is it will

calculate your loom view rate positive

reply rate appointment booking rate

viewed positive reply rate and positive

reply to appointment right and promise

you'll you'll learn more about this as

you go through easygoing

um but it's pretty simple so right let's

say that for argument's sake like I'm

sending 100 looms every single day

you know we'll just drag that down

and then let's say that every day I'm

just I'm getting like 15 looms viewed

just for argument's sake

and then let's say like I'm I'm getting

like five positive replies which would

be pretty typical if someone was doing

the system and then maybe like two

bookings right so what what the what the

sheet then does is it tells you all of

your metrics because

this is the same thing with client with

with Service delivery is like if the

system isn't working it's because of a

specific part of the system not the

system as a whole so people need to

start learning how to think in segments

so it's like okay well I'm not getting

any appointments from looms okay well my

loom view rate is fine and my positive

reply rate is fine but maybe my

appointment booking rate is out so I

need to focus on my follow-ups for warm

people so they think like it's the same

with with this client results tracker

like let's say you take on a client and

you're not getting the results they're

getting no sales it's like well are they

getting no sales because the CPM is too

high or is it because the form isn't

converting properly or is it because

people aren't scheduling or because

they're not showing up like there's so

many things that can go wrong that if

one of them goes wrong the whole thing

goes wrong but and you end up if you

don't have data you end up fixing things

that aren't broken so we have one of

these sort of spreadsheets for

everything and then you can look at it

through all of these things and yeah

it's pretty simple but people just if

you don't if you don't have your metrics

you don't really know what's going on

and this will also calculate the moving

average Roi for your clients which is

pretty complicated I won't go into it in

too much detail now but it will also

calculate the ROI specifically for your

clients as a percentage form so it looks

extremely sexy to the people that are

coming on board and I think Arturo just

photo bombed you there

um so so yeah that's basically the

client results tracker full video

explanation on this will be on my

channel a couple days a week after

Thomas uploads this but

if you have if you haven't got this for

each client

it's going to be extremely difficult to

know why things are going wrong and you

can build a similar one for lead gen so

is that making sense Thomas or am I just

talking complete random nonsense

no it makes makes perfect sense like

super to track

um you know every piece of everything

and it's a lot of effort takes a lot of

work but we also make that part of our

it used to be part of like our contract

so like we have we'd have a refund but

if clients weren't tracking this we

wouldn't give them a refund because it

just holds them accountable to tracking

it so you can see exactly what's going

wrong and it allows you to pick up

problems before they manifest and you

know you you it's pretty cool to know

so that's the fun tracker now the other

thing I wanted to share with people was

the contracts or agreement templates we

used to use

um now I have to also disclaimer this by

telling everyone that you know me and

Thomas were not lawyers right so we

can't give you legal advice and I'm

giving you these contract templates to

tell you this is what I used

I don't know whether or not it's

applicable to the state of law that

you're in or whatever but you know all

of that aside and you can

basically just download these very

simple agreement templates

um you know get a lawyer to look them

through by all means do that and we've

got one of these for

um retainer marketing and just general

marketing here as well okay so these are

ones that we actually used

pretty cool and then basically as per

the other ones there's a video that just

sort of runs people through exactly like

how to use them essentially

and then last but not least I wanted to

also share another little shiny object

for Google reviews so another thing that

you can add to your service delivery

which doesn't add too much operational

drag but does increase the value of your

service significantly is a Google review

campaign

um the SOP is on the screen here it's a

pretty it looks really complicated but

it's actually quite simple to run but

ultimately like what we're looking to do

here is at the start of your

relationship with your client you want

to generate them leads you want to get

them appointments but there's nothing

wrong with getting them like an extra 50

to 100 5 Star reviews and you can repeat

this every few months just to increase

the the value because it's you know you

can just it doesn't take much time you

don't even have to charge clients for it

it just is a great way to to sort of

keep them happy and stuff so you can see

we've got trigger links here we've got

the messaging templates

um everything that you could need to run

the system and bolt it onto your service

delivery is is contained here but more

importantly

um what I have got

is this actual video of a bit of Bo my

business partner running people through

how to use it

um and then we've also got this sort of

like the campaign structure and some

bits and pieces on on how to do it so

those are just like you know I think

what like 10 videos or so I mean like in

in Easy grow if we do this again I might

share some more stuff if people want

that but you can see an easy grow I mean

we've got like 60 videos of different

things on Service delivery but I thought

it might be nice just to you know help

some people out and share some stuff man

um and I'm I'm always really grateful

for you giving me the platform to do

that

yeah sure that's awesome um it's really

cool that you're giving all this stuff

away

um and yeah the the link for the drive

is going to be in the description and

um yeah thanks for coming on I mean I'm

sure people are really uh love this

everyone keeps that like contracts you

know how do I do this how do I do that

and I feel like

you know there's videos on my channel

but like if you just give this drive

it's like yeah you just have it I think

like you know it's it's I want like the

basics of like

the basic questions that people have

like how do I track results or like how

do I get contracts or what what's

database reactivation like I thought of

that that shouldn't be knowledge that

people have to necessarily like shell

out huge amounts of money for

um and I you know it would be good like

I mean if people find this useful just

we can always do something similar in

the future again

um but like like I said like there are

going to be other videos similar to

those ones like database reactivation

metric tracking that I'm going to upload

to the channel

um are you good to link link that

channel in my channel description

is that cool yep yeah absolutely mate

well listen thank you so much for having

me I've really enjoyed it and um if

anyone has any questions on this stuff

then by all means just pop some comments

and we'll see what we can do

yep that's right nice one brother talk

to you later