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In this podcast, Sam & Scott Dudley of Funnel Fella Radio discuss the delicate balance between being as human as much as necessary, but automating everything that should be done with technology, and also how a lot of businesses seem to get stuck in an automation avalanche that can easily get out of control.


Scott Dudley: If you are a funnel builder, or if you’re own a funnel agency, then this podcast is for you. Sit back and relax. While I interview funnel agency owners and master funnel builders on the secrets to their success with funnels. My name is Scott Dudley and you’re listening to the funnel fellow radio podcast.

Hey everybody. This is Scott Dudley from funnel fellow radio. And today my special guest is Sam Ovett. Who’s based in Boulder, Colorado. He’s the co-founder at mobile pocket office, which is leading the way and helping new and established businesses, augment their human and technological resources to leverage growth and streamline productivity.

Welcome to the show. Sam, are you ready to rock and roll?

Sam Ovett: Yeah, let’s do this excited to be here. Thanks for thanks for having me.

Scott Dudley: You’re welcome. All right. So let’s start off with a, your beginning, uh, and, uh, your background and how you first got into marketing and automate automation particular.

Sam Ovett: Yeah, so it’s a pretty, um, what I think is a little bit untraditional story.

I was a professional athlete doing in the, in the outdoor industry extremes. And, um, was doing that and guiding and was involved with, you know, what I found out was as a professional athlete. Yeah. Not only are you a capable human, but you’re also a part of the marketing plan. And, uh, so I learned that, Hey, I was just, I was just a tool in the marketing plan.

I was, I was part of somebody’s somebody’s, you know, yearly plan to grow a brand. And in this case, multiple brands that I was representing. So based on that, What I found out was basically there was a, I started to see holes and there’s another background that plays into it. As I grew up around my dad, who’s also my partner in this aspect of the business.

And he’s always been involved with business process, not always on the marketing side, not always on the sales side, sometimes more on the downstream side of business, um, in the manufacturing aspect of it and the delivery. But I had that perspective growing up of looking at things through a business process lens.

And so then based on what I started seeing in the outdoor industry, I noticed, Hey, there’s a lot of gaps. People are inefficient, right? You get people really interested in stuff, but then you, you, you don’t use automation to follow up with people, you know, put them down. Uh, what we now talk about is funnels, right?

Um, and it’s, so there’s a big lack, this big gap. I started seeing that. So when I started seeing it one place, then, you know, every business I came across, which is all the time you’re buying and we all buy things all the time. We’re all interacting. I started to see, wow, there’s these huge opportunities, just all over the place.

You’re just littered all over the landscape. You know, anybody you do business with, you start to realize there’s just she’s massive gaps. Um, and that very few businesses actually use this idea of funnels and automation combined and product. To drive people to the next decision or make the experience better or more delightful, uh, or move people down and increase their conversion.

So that led me into this whole, whole world. And I decided, okay, I don’t want to be a professional athlete anymore. And I wanted to do something different. And so I was seeing this Everett was involved in the marketing side of it by nature being on the athlete side and then decided, Hey, wait a second.

There’s this whole opportunity here. And I had a background through my degree and then just my upbringing around technology as well, uh, in the ability to work with, you know, just the computer in my generation. It’s not exactly rocket science, figuring out how to use some of these things, but you have to have the mind for understanding how to implement them and do they’re effective.

And I said, man, what an opportunity. Everybody could be increasing their, their conversions. And reducing their workload. And so that’s, that’s the background that’s all really started. And that was around my early mid twenties. I decided, you know, I was, I was having a great time. I was running around the Huck and myself off of waterfalls in the kayak and yeah.

And being a professional athlete and guide and all over, and it was great, but I wanted to make a transition. And that was the natural. That was the natural thing for me. Cause I, I decided for whatever reason, I sort of realized that, Hey, if I can help people make more money, they’ll, they’ll ha they’ll be happy to pay

Scott Dudley: for sure.

Sort of an interesting background combining, um, extreme sports with. With marketing. So, I mean, in Boulder, Colorado, is that pretty big, extreme sports. I mentioned it might be

Sam Ovett: you go running up a hill around here and you think you’re going fast and somebody in their nineties comes flying and, and you know, you could see me.

I’m not, I, I may not be the fittest ever, but I’m not like I’m not a slob over here. And, uh, and you know, it is a, a absolutely big time extreme sports. I mean, we’re eight miles from the nearest skews resort. There’s an endless amount of back country of Rocky mountain national park, which is one of the largest playgrounds.

And then everywhere around here, we’ve got thousands of routes for climbing and all kinds of, uh, of, of kayaking in the canyon down here. So it’s epic. Yeah. And so it’s a, it’s a real good, real good spot for it.

Scott Dudley: Excellent. All right then. So tell me a bit about your consulting business, mobile pocket office, and what services you provide for your car.

Sam Ovett: Yeah. So here’s, uh, what we do, right. It’s pretty straightforward. The whole idea is to help people be human, where it counts and otherwise automate. That’s, that’s what we’ve been walking around, uh, telling people and talking about, and we believe it simply because the idea that there are a lot of things you do in your business to run your business.

But very few of them actually contribute to. Generating new business. A lot of it has to do with just completing the processes that have to happen to manage the business. Right. And if we get all automate the parts of our business that take up that create the busy work and we were freed up to spend a lot more time on the pieces of our business that actually delivered new customers.

And we’re the creative part of increasing the experience, making it better. Well, boy, wouldn’t that be a wonderful thing? Being able to have that time to call the people who were your customers, or reach out to them in prayer personal ways and say, thank you. And appreciate their business. That would be great.

So what we do with people and I do you want me to talk about a little framework there of how we actually do it? Absolutely. Yeah. And this is something folks can use for their own business as well, which is really cool is you look at a business we do in this way. So the first thing we do is we say, well, what we have people come to us in two different fashions.

I’m starting something new and I got some funding for it and I, I want to do it well from the get-go. The other is I’ve got a problem because I’ve got a lot of work that I’m doing. And I can’t scale past this point. Right. I either have to hire people or use technology. And so those are the problems we see.

And then we take that context and we make a map and that’s so important before we start opening up tools, logging in and clicking on stuff and making things happen. We slow it down and we make a map and we say, what is it that you want to do? What’s the outcome. Right? And so the first thing we have we’ll do is a personal activity log.

Real simple. Anybody can do this, just start recording everything that you do. And do this for depending on your business. It could be two days to two week period, but two days is usually a good starting point for folks, write down all the things you do to run the business throughout the day, and then you’ll find out what different things you spend your time doing.

And now you have an idea of what are the different things that make up your processes in your business, right? Have you have people, if you have a business with many departments, you have people from different sections do that and they start to see what do we actually do? And it’s not to punish people that say, identify what are the tasks and could they be automated?

And is there a process at all? Usually there is. Right. Usually there’s a process. And then, then from there, once you find out what the process is, that’s where you started looking at automation and then we break it up. So that’s the first step to, you know, it’s like, where do you start with this stuff?

Right. Uh, they’re designing a funnel, but then there’s automating process and there, while they’re similar, Um, and you know, they can be different. And so we look at the five pieces of a business, right? You got to attract new business. Everybody’s gotta do that. Otherwise you’re out of business. Uh, you gotta, you gotta convert that new business into leads and sales that whatever you promised, you gotta fulfill it.

Right. And then from there, that’s where most businesses start. Yeah. You know, and so at that point, most of us stop then really good business. It started to delight their customers. And that also increases the average transaction value because they’re saying, Hey, we’ve got this other thing that would go along really well with it.

That helps you get more out of the product even more. Right. Or they give you some tips. They asked me how’s it going? And they make sure that you’re supported. And you’re really good. And then the last piece is referrals. Most people just wait around and hope for referrals. If it’s a really good product, they happen fairly naturally.

But if it’s a really good product at the same time or service, they could happen even more frequently. If you had a systemized way to make sure that everybody was getting asked for referrals, right? So you’ve got attract, convert, fulfill delight, refer. So you take those. Pieces and they worked for any business.

You take those five pieces and now you say, okay, great. Within those, what are our processes? What do we do? Right. That’s a system it runs, but what are the processes within those? That’s where you use that log and you started to write it down. Yeah. And then at that point, now you have a, a, something to look at and go, what would it mean these processes within these sections of our business systems?

Should we, yeah. That’s the highest leverage point, right? And so then if you say, Hey, we really need to get more leads in, right. That are good. That are going to convert sales. Then, then maybe that’s when you should be doing a funnel, right? You want to look at a funnel that you can then put out to the world, or maybe you’re real good at getting leads, but you’re not real great at converting.

Hmm. Well, maybe you need to look at your sales cycle and the ones that do convert and go, Hmm. What’s going on there? Could we improve the funnel in that stage, right? Yeah. And same for all the pieces of the process you can add if we’re talking to them. You can add the funnel steps into those pieces of the process, and then you automate as much as you can so that you can, then they take the time to just be human work on the creative stuff and not have to hire more people to scale things that can be done with technology.

You hire smart people to, you know, really creative people to work on the, the marketing, the attracting of new people. Yeah. And maybe if, if you have a need for customer service, you spend your money on customer service, people that are really good cause that helps with referrals. Um, that makes

Scott Dudley: sense. It does.

Yeah, absolutely. So, including yourself, how many team members do you.

Sam Ovett: Yeah. So we’ve got, I don’t know, it depends on the project, but we’ve got, we’ve got a core staff of a handful of folks. And then we, we bring people on contract for bigger projects when we need to get specialized with the technology. So it’s a pretty small core unit, uh, folks.

And then, you know, we go bigger as needed and we scale and we have people that we just hire on a regular basis because we know they’re really good for certain things, but for us, we don’t need to. A full-time developer on, because it depends on what we’re working on, you know, because we bring them in for specific types of integration, stuff like that.

Cause we do, we do get into the implementation of technology, but yeah, that, that said we try and use systems that require our goal is to get people systems that they can use and manage themselves. So we try and there inevitably is development type of stuff that has to be done. But gosh, as much as we can avoid somebody writing code and use a system, that’s set up for people.

We really like to do that because it is just that much easier, that much more flexible. And we’d like to be able to move things around and make adjustments, you know, and track it. And that’s the other thing is track it. How is it working? Is it working? Absolutely. Yeah, that automation aspect. And then you have the other, Hey, you made these changes.

Is it working? Okay, thanks for your checking.

Scott Dudley: Yeah, for sure. So who’s your ideal customer national target market for this?

Sam Ovett: Yeah. So for this kind of thing, here’s the deal. I find that if you’re not doing, if your company’s not doing half a million or more in revenue, You’re either starting up, so, okay.

That’s an interesting starting point, but largely you don’t have processes defined yet, so you don’t have a need because you’re being so flexible and changing things. Everybody should be automating certain things in their business, right? Yeah. They’re just kind of no brainer automations. We can talk about those, but outside of that, there are.

Not many companies I’ve seen under the half a million dollars in revenue, mark, that aren’t just making so many changes on a regular basis to their process. That it makes sense to really invest in bringing someone in, to look at your automation and look at your process and find out where you can, you can automate more of it because by the time you’ve got it automated, you’d probably have changed it anyways.

If you’re, if you’re growing, you know, You’re you’re adjusting the way do you think? So half a million more in revenue annually. That’s where we start to see people are really making decisions about, I need to hire people and could I do acknowledge and stat? And if I did it smartly with technology, the technology never takes a vacation.

Right. It always works, but most of the time it always works. And you know, and from that point, That’s where you can really grow, you know, and, and there’s all kinds of stories where people are going out. Do I need to hire more people to, you know, to manage onboarding new customers, to manage fulfillment, to manage the light, the manager for advantage that this is, I really I’d rather see people investing in, in hiring people who are great, brilliant marketers, because that’s so hard work, right.

You can systemize create process around and then apply automation. Right. After you get that lead in the door, boy, you can really scale, but if you don’t do it leading it, you know, you can’t necessarily scale the marketing. You gotta be constantly trying new stuff there. You know, there are ways you can obviously spend more on ad spend if something’s working, but you still gotta be watching that for sure.

And so that’s what I find is that the hardest part is getting those, that new engine. And that’s where you want to hire brilliant people and automate everything else that you can.

Scott Dudley: Okay. Mike saints. Oh, and so without naming the actual, um, uh, client, tell us a bit, one of your most successful marketing campaigns and why you believe it performs so well,

Sam Ovett: let’s think here for a second.

Um, well, I’ll tell you an example of one we actually were involved with for our company. Yeah. Um, and I think that’s an interesting one and I can tell you that it was his, his company Australia. Um, and they were a kind of full service salon, pretty big salon that had, uh, not only the hair side of what’s done in a salon, but they were kind of a, you would go and it’s kind of a wellness place.

Right. They had a spa, they had like yoga, polite. Like the whole deal. You could go and just spend the day there and, and, you know, feel good about yourself and do all these healthy things for you. And they had an issue where, and this was a marketing campaign, which is kind of funny, cause we don’t get involved in the raw marketing that often, but it is important because it’s part of the funnels and we get involved with the converting aspect of it.

And uh, and the tracking is it working? So this one, they had a customer list. I, it was about 20,000 customers that they had moved locations rebranded about two or three years ago. And they had all these customers that had for years, right. That had come. But just because somebody comes once to that kind of thing doesn’t mean they come all the time.

So they wanted to see, Hey, could we read, engage some of these customers? So there’s two parts of this story. One was that where it was re-engaging them. So there was. Outbound message to all these customers who had given them their information, phone number, and email, and they messaged them via text and via email.

And they were able to convert enough to fill up the salon for the next three months or hot us. Yeah. And then, then the salon aspect of it, right. The hair, then they said, hair, Pilates is not doing so great. We want to improve that. Wait, we need more people, right? Our instructors are, are not as busy as they need to be.

I want to grow that aspect. So we helped him in this case. It it’s rare, but we help them to come up with some Facebook ads that we ran. And then the key is we tied automation to that whole process. So it wasn’t just an ad dump, a lead and hope somebody follows up and comps. It was a whole process around and people had seen this kind of thing before, but it was getting two week trial free.

Right. Come try it out and making sure though that we can. Their information. And if they didn’t fill out the form, when they hit it, we followed them up with a retargeting ad. Right. And we automated adding people and removing them from the retargeting ad. And then as soon as they filled out their information, we followed up with making sure that they actually took advantage of it.

Cause what we, you know, we just spent money on that lead. We wanted to get them in the door for that company. We wanted to convert them because they never got in the door. And that doesn’t matter, right? They’re never going to have that experience. They’re not going to have the human part of it and find out if it’s a good fit.

And so at that point, what we did is we would follow up with email right. Using automation, but it was all based on the actions they’d taken and tied to their database of whether someone attended class or not, and signed up for one. And if they signed up, but didn’t attend, there was automation to make sure that they got another one.

Right. This whole process created a million dollars in annual recurring revenue over the course of four weeks of getting people in the door for them and based on their attrition rate. And so at that point, they filled up their classes, which is amazing. And it’s always exciting when you put an ad out and, you know, knocks it out of the park.

And some of that, I mean, it doesn’t happen all the time. I’ll be honest with you, right? Like, yeah. But this was a case where. The market was not saturated with this kind of advertising. And there was a, there was a desire for it. They were one of a few Pilates studios in the range in the surrounding area.

Uh, and I think they were in Brisbane that was catering to this particular type of bodies. And so they got people in, they got a million dollars in recurring revenue going, and then what we found, they said, okay, Based on our numbers and our turn rate, this we’re, we’re expecting, this will be very good, you know, and people stuck around and then a few months later they said, Hey, okay, numbers have dropped a little, right?

We’ve lost some people let’s turn the ads back on. Let’s put some new blood back in, in it, turn it back on, put people back to that same funnel. And then now, now they can just turn the faucet on and off. And that’s, that’s like the magic, you know, But that’s the magic when you, you just, you just toggle the button and then your business fills up.

That’s that’s, that’s the coolest stuff. Absolutely.

Scott Dudley: Very exciting. Alright. Side, if we just pivot a little bit, what are your online tools and platforms you use to run your business? I noticed on your website, you’re a big fan of Ontraport.

Sam Ovett: Yeah, we share our we’ve been real involved with them as the core tool to manage all the data and flowing through because when you automate something.

You know, and it’s not a fit for everybody. Right? We look at tools like you’re building a house. When you look at automation, you’ve got to make the blueprint. You got to figure out what you need. And then you pick the tools. You don’t pick the tools and then build the house. Sure you design it first and then pick out the tools you need to build it.

Yeah. And I think that’s very important because I think we all on the internet, it’s very easy to get a look at this new tool, look at that, you know, and it’s like, Hey, look at that guy or gal over there that is killing it with tools from 10 years ago. It’s not about the tools. It’s not up to us. It’s about the offer.

If you got a bad product, no good tool is going to solve it. You know, it’s never going to solve it. If you’ve got a bad product or you, you deliver poorly, no tool is going to solve your problem. However, to automate stuff, you do need some tools. And we all know there’s multiple tools that are involved in our business.

We had one customer and these folks mastering diapers. Uh, that is people that have mastering diabetes.org, New York times bestseller. They got a coaching program and a whole online infrastructure of courses, and people can work with nutritionists to help them manage their diabetes through diet. And these guys both live with type one.

Diabetes is incredible. Uh, so, you know, unfortunately we had to work with some cool people, um, but they had like 67 tools. We literally made a list of all the tools. They use, all the tools that they logged into 67 tours. I mean, that was everything. The stuff they use to manage their finances all the way to the front end marketing stuff and the delivery.

But that was a lot, we were able to bring that list down to around 20 in their situation. And then we said, you know, the hardest thing for them was they were hiring people literally to move data around, you know, export it from one to import it to another, this kind of promotion to find. You’ve seen that before.

And it’s a mess. The headache takes a lot of time and now they’re paying people to do this kind of thing. We said, hold up, this is where we can put Ontraport or something like it in this case, we’re just fond of it because their support is really great. And they have a great open API for those, you know what that is means you can just connect other things to it.

Yeah. What that allowed us to do is they reduced the number of staff that were spending their time moving data around, because now we’re able to use one central tool to flow some of these other tools that they were requiring to run their business through one. And they can look at one central record and see everything that had happened for that individual.

Right. And that was key. And then they could trigger all the automation often. And that that made a huge difference. In number one, they were spending less money on paying people to do this. And in their situation, they had people kind of doing dual things, right. They were either helping being Nicole. For the nutrition side and then also getting paid to do some data work for them.

Right. It’s pretty common someone, Hey, can we pay it? You know, we trust you. We know you’re from the Southern part of it is can we pay you to do this data work? Right. But they can also be pulled up with the kind of core work that they’re really interested in doing and not doing this random stuff. Or they had someone internally that was, you know, responsible for managing automation once it was in place in their process.

And that person was bogged down, moving data. When they really didn’t need to be doing that. That was a waste of their time, but it had to be done. Yeah. So that’s why we use tools like Ontraport. So real fun Ontraport. And I got to say zoom. I love zoom. I mean, just in this day and age, and I know people were probably zoomed out at this point with creditors recording it during that time.

And they were going into the second wave of lockdowns in certain places. And I know it’s fatigue, but boy. We were, you know, without a zoom or Skype or some kind of real easy video conferencing tool, we wouldn’t be able to do what we do. I mean, all of our stuff is totally remote and, and as much as it’s not the same as an in-person experience, it makes the way we do business possible.

Scott Dudley: Well, I mean, we’re going to a conference on at the moment, Twain person, uh, Colorado side, there’s two different corners of the world. So that just goes to prove it. Doesn’t it.

Sam Ovett: And it’s. I mean, if we look back a little bit, like it’s pretty, pretty incredible that it is as good as it is. And so it’s kind of cliche maybe, but that, that one and Ontraport, and then there’s one that we use to actually do the mapping.

That’s, that’s a free tool that I think people would benefit from. And this helps you get your ideas. You go this, then this kind of like a pinball machine, right. For automation. If this happens, then this happens and this happens. And you just think about it that way. And, uh, it’s called diagrams, uh, dot net.

Okay. And we’d like that too. I mean, that is just a fantastic one. It’s really easy to use you drag and drop the blocks around. And it allows us to do a zoom call, saw with someone and get all these ideas, you know, what do you want to happen? What’s what are you? And then consult with them and then get it on the paper, right.

A digital paper, if you will, and people can print out or whatever, but then they have this blueprint. So it’s a digital architecting. For the tech stack, if you will

Scott Dudley: sharing

Sam Ovett: the screen, sharing your screen share. And, uh, and then you have this map and you go, I know what my business does. I know how it runs.

I know the processes involved. And then when you bring somebody else on to your business, a new person that you need to train, you know, well, let me walk you through the maps. This is how our business flows at a high level. And then, okay. You’re responsible for managing and improving this part of the experience.

Here’s how this works. It’s all document.

Scott Dudley: Excellent. Alright. So what are some of the biggest and most common mistakes you see clients making? Um, just, I would imagine that one of the main ones would be sort of getting the right balance between auto automation and personalization. What do you reckon?

Sam Ovett: Yeah, so I love that question.

I think there’s a few things in point number one, is that right out of the gate? I think people. Don’t with the tools they do have, they’re generally under utilizing them and they’re going out and they’re paying for a lot more tools than they need because they got marketed to about a specific feature.

And they didn’t even realize that, like you already got that. What are you doing? You know? And now you’re moving data from one place to the other and losing track of it. The other thing is, uh, when it comes to thinking about automation, Uh, people, people want to focus a lot on automating the delivery and the fulfillment aspect right away in some instances, is it it’s tangible, it takes up time, but I, I think you should automate as much as you can around conversion so that you can improve that.

And then you’re happy to do more with the rest later, you know, w if you’ve got an actual problem with fulfillment, not a perceived problem. Then you’re doing good, then you should automate that. But not until that point, focus on the things that make you money. First, when it comes to this, you know, get really good at getting leads and then figure out how to convert those leads into sales, because otherwise you’re just, you’re just either blowing money on ads or wasting time on all the organic content you’re doing.

Um, and I think the other thing is. Just being aware, not to make an automation. Avalanche is what I call it.

Scott Dudley: That’s a good analogy for Colorado.

Sam Ovett: Yeah, exactly. Yeah. It’s true. And, and, uh, and so what happens, he knows, and everyone kind of understands the idea of an avalanche. You know, there’s a big cascade and it’s destroyed stuff.

And, uh, and w what happens is people start creating automation. They get real excited once they learn about that. Wow, I can, I’ll make this again. I’ll need that. They’re making processes and they don’t realize that if one thing happens and it’s kicking off another one and they don’t really know how it all is connecting and now customers are getting communication, they shouldn’t be receiving that’s confusing, you know?

So, so yeah, you don’t need to like drink from the firehouse, like just take it one step at a time, you know? Automate the things that free up your time quickly, the most was that you’re really, truly spending time on. If you go, Hey, if I automated this, then I could step back, take a deep breath and look at my business.

Those are the key things, because if you can’t do that, then you’re just putting out fires all the time. Yep.

Scott Dudley: Makes sense. So you sort of suggest it’s better to optimize the top of the funnel first, rather than sort of the middle of the bottom of it. That’s what you sign, isn’t it? Yeah.

Sam Ovett: Have you seen that before?

I mean, I see it quite commonly keep us out. We’re going to build out the whole world, you know, I was like, does anybody want it? Yeah. I really want it in that way. Just, I mean, we’ll have people go out and say, Hey, look before you do anything right. I know you want to automate stuff. People are trying to block.

This is usually people trying to launch a new offering within their line of business. We say, Hey, just go run some ads or write a post about it, or put it up to your community with the bare minimum, see if anybody’s interested in it and say, okay, great, thanks for your interest coming soon. We’ll let you know when it’s out.

Right? But see if you can get that messaging to get people excited, to give you their information. And then if that’s the case, then invest in the, in the automation around converting and track it. That’s the other big problem. People do wrong. They don’t track what they do. And then, and then when they do start tracking it, here’s what they do next.

They start tracking it and they go, oh, oh, that’s working. Let’s try something different. You know, let’s see if we can make it better. And then they throw out everything they’ve been doing and try something brand new. They have no idea if it’s going to work, don’t do that. That’s dangerous. Put 25% of the people that come into your business, the new people down the new process and leave the other 75%.

That’s supporting your business, leave it running until you get that 25% working better than the 75%. Yeah, it makes sense. And then swap it out and then just keep doing that until you improve it. But, but don’t wholesale change. I see you. How will you do all this manual work? And what they don’t realize is sometimes some of the work they’re doing that’s manual is the human touch that’s required and is making people so happy and creating happy customers, and also converting them into sales from leads.

So before people go automating every step of their process, I say for everybody in their business, I say, start with a small chunk in a specific process, automate that, see how it goes. Improve your messaging and then make your adjustment to the, to the majority of the people flowing through your business.

Yeah. Makes sense.

Scott Dudley: Uh, so what are you curious about or research right now regarding digital marketing and automation?

Sam Ovett: I think there’s still a bigger opportunity out there to make it easier to make it happen. I think it’s just too damn hard, you know, I think it’s too hard to do this. I mean, you gotta be pretty darn nerdy and into this stuff to make it happen.

And I think while it’s easier than ever, it’s still too hard for the majority of businesses and it doesn’t necessarily fit with the way they do business. So they’re adapting this stuff, uh, to a business. That doesn’t really fit some of these tools. Um, and then the other thing right now, and this is controversial is tracking.

I think, I think tracking and analytics of automation is it working is largely really, really hard for people to figure out. I would agree with that. Yes. And as soon as you add complexity to it, it can be tracked, but you’ve gotta be very, very diligent about staying on top of it. And if you’re not. You lose track of, of hard work or money spent in terms of if it’s effective and that aspect of it just in all the different tools that are out there and the ability for someone being in an executive role, looking at this information to actually make good decisions on it is still hard.

I think it’s still hard and I’m looking forward to seeing that improved and. The bottom line is you can do it with the tools that exist today, but it’s hard and you gotta be really technically savvy. You’ve got to keep everything in line and you gotta be super on top of it. Otherwise you lose track of your what’s effective.

What’s not. And so I think there’s a, there’s a big opportunity to make it easier for people to go. Not just here’s your results, but what do I do with them? You know, that’s hard people don’t say, okay, I see. Now, what do I do with it? Cause most things aren’t runaway successes. When you make changes, they’re incremental and they make a little bit of a difference.

But that little bit of a difference over a lot of customers means a lot more money or a lot of money saved. And that is where I think people have trouble. I mean, if something outperformed something just dramatically where anecdotal Eagle, we’ve a lot more money than we did before. Well, then that you’re going to do that.

But. It’s the things that are the small changes that are a little harder to interpret for people. I think that is where there’s the opportunity for a lot, lot of improvement across this landscape of automation, you know? Yep.

Scott Dudley: Yeah. All right then. So just to wrap up, where can people go to find out more about your services endorsement?

Sam Ovett: Yeah. So then go to mobile pocket office.com. And if you want Scott, do you do show notes in yours, in your show? Yeah, absolutely. Yes. Tell you what we can make it. Page mobile pocket office.com forward slash funnel fella radio. Would that be good? And we can give courses for folks there. They can go get the, basically the three things we talked about that are the big ones, right?

The personal activity. Yep. The five pillars that you need to look at that make up a business, your business, and then using that, how to use that personal activity log to then decide what to automate sounds. Awesome. All right. That’d be brilliant. Yeah. Well, let’s, we’ll give that away from folks and, uh, you know, people want to book a time.

They can do that on the website. There’s a, there’s a big book, a book, a call button. Happy to chat, you know? And, uh, and you’ll talk to me and big man, my dad, and he’s always a good time. And you know, we’re not here to beat people up about their, their automation. We’re here to help people make it so that they have a little bit of time.

You know, we just, in the states here came off of Thanksgiving holiday and for anybody who wasn’t. Able to take time off during that holiday, because they had to run their business. You need to be looking at automation and thinking to yourself, good point. I mean, I let I, and, and we’re not. Yeah, perfect. We do have some things automated.

I turned my camera, I unplugged my laptop and I let it die. And I just fired it up this morning and you know, I was fine. It was fine. So that’s kind of letting us test. Can you tell me. Couple of weeks off consecutively. Let you let your computer die. Is your business still run? Yeah. Good point. If it doesn’t then need be looking at automation at

Scott Dudley: grade.

All right, then. Excellent. Thanks for being on the show. Same really appreciate it.

Sam Ovett: Yeah. Thank you for having me. I appreciate it. Scott Cole.

Scott Dudley: Thanks for listening to funnel fella radio. If you’d like to leave an honest review, I’d really appreciate it. I also want to point you towards an awesome free resource.

I’ve put together called the funnel. Toolbox. The funnel toolbox is a collection of funnel analysis, videos, share funnels and email sequences that you can use to help grow your business. Go check it out now for free.


Link to Masteringdiabetes.org and video 👇

If you answer yes to one of these questions.

  1. Need to fix your business and get a life? 
  2. Just starting your automation journey? 
  3. Feeling overwhelmed on where to begin your automation? 
  4. Just feel sometimes like chucking your whole system out the window?

Then we can help.

Here’s the problem: You are manually doing everything in your business. And have no idea where to where to start or how to start automating. Finally, you want to be working ON your business not IN your business.

Here’s the solution: Understand what your process looks like to acquire a customer. By making a map of each and every step a customer takes in your funnel. Then reduce any mistakes they can make when entering information.

Easier said than done. Traditionally this is called Business Process Engineering and we at Mobile Pocket Office have taken this concept along  with Six Sigma and LEAN manufacturing concepts concepts to improve a business … aka be human where it counts, otherwise automate!

Just because your business is still afloat, doesn’t mean it isn’t taking on water. But you probably already know this, and that’s why you are here. Identifying that there is a gap between where you are and where you want to be is the first step, but what are the next steps? Mobile Pocket Office is leading the way in helping new and established businesses augment their human and technological resources to leverage growth and streamline productivity.

If you found the discussion intriguing, insightful, and full of golden nuggets. And are just jumping up and down wanting to speak with Sam or Josh go ahead and book an intro call. We cannot wait to talk with you!