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In this podcast, Josh & Sam had the chance to speak with Elias Crum of Marketing Guys’ Marketing Technology Podcast. They talked about how to automate marketing processes, the tools needed and shared their entire stack and give some very useful tips with which you can start automation today yourself!

Here are some of the Some of the tools shared​ in the podcast:



Elias Crum: Welcome to this brand-new episode of the Marketing Technology Podcast. This podcast is hosted by Mark van Horik, and myself Elias Crum, we’re both from Marketing Guys, a MarTech agency based out of the Netherlands. Welcome to the Marketing Technology Podcast. Today, we have a father and son, Josh and Sam Ovett from various places in the U.S. Owning a company called Mobile Pocket Office. And we want to know more about that. Welcome Josh and Sam.

Josh Ovett: Hey, guys!

Sam Ovett: Thank you. We’re excited to be here.

Elias Crum: Great. So, starting. With Josh, the father. So, if you two, could you explain a little bit about your, your background Mobile Pocket Office? That’s a nice name. I want to know more about that. And after that, Sam, you can, you can take over and elaborate a little on your background.

Josh Ovett: So, we are a father and son team. I don’t own the business. We own it together. And as of today, news is father and sons. Uh, my second son who is a, actually a, uh, as a mastered engineering is coming in and doing analytic work and business development, but a little background, I spent 30 years in the its business motivating, um, mostly, um, corporations, a lot of them.

Uh, who are listed on the stock exchange and dealt with working with them in manufacturing, because they had remote salespeople, they had just a sales team that had to be remote. You know, they had a dozen salespeople for, to cover, um, manufacturing because they sold through distribution. So, um, seven years ago, eight years ago when I said, you know what?

Um, I have a couple other companies like. Want to be anywhere. And, uh, now that technology was, uh, almost a big, huge business better today. That was then, but it was good. Then, as I said, Hey, I want to work from anywhere. I want an office with a view I choose at any time. So that’s where Mobile Pocket Office and all of our decisions from that point, where can I do business on my phone or tethered to my phone somewhere else.

As long as I have an internet connection. That’s how mobile pocket office came. And the background here is, uh, you know, our motto is, um, be human, where it counts otherwise automate. There’s something that has to be done more than once a year and one, uh, whether it takes five minutes or five hours, if you can automate it, let a computer do it, let assistant do it, let a process do it.

And that way it’s repeated. It works. You get the same experience and, um, you get to free up your time and do something else. Like go kayaking, skiing, hiking, swimming, walking, the dog, all things that you got to be entrepreneurs for.

Elias Crum: Nice, nice, and Sam, Sam a little bit about your background. So, you joined, you joined your father, uh, when you started the company or, or after that, could you, could you explain a little on that background?

Sam Ovett: Yeah, absolutely. So, you know, growing up around it, we’re always involved with business process conversations because Josh, my father was. Do it, it always done that since I could remember some, some form of that implementation. And then what we found is I had a background in environmental science and working in the outdoor industry and then moving into the marketing side in the outdoor industry.

And what I saw was a big lack of, um, use of automation. Cause I’d always heard the discussion around it at the house. Automation business process. And so, we started to notice this gap that was taking place. And then I started to see it everywhere in all the industries and it sort of came to life for me.

And that’s when Josh and I said, Hey, you know what, why don’t we take all this work that Josh has done with business analytics and business process over the years and apply it to more of the top of the funnel side. Well, top of the funnel, right after lead comes in to the marketing automation and the sales automation.

And then that’s where mobile pocket office was born out of this idea that we really want to make it so that people are automating what they can and have that opportunity to be human, where it counts for the relationships with their customers and just free up their time. And so. Window into it really got me excited and having just the grown up around it, it was pretty natural to just step in and go, okay, let’s, let’s wrap this thing up and really go.

And so that was Josh say about six or seven years ago now. Wow. We started the mobile pocket office arm. Together, but, uh, but prior to that, Josh was always involved with some kind of automation or business process and analytics,

Elias Crum: those, those, um, processes. Are they all within the marketing domain or do you automate all this stuff as well?

Sam Ovett: You know, we really do automate the whole picture of the business. Usually, people reach out to us because of the marketing automation and they come for the marketing automation and they stay for the business process. You know, and so I’ll put it that way because we find, and Josh, you have a great story that you like to tell.

That’s a good one about the little balloons. If you go to a little circus or fair or a market where someone’s tying balloons and they’re pressing air and making little balloon animals, they’re moving that air down. Through the animal. They’re not actually getting rid of any of that air. And so that’s the same thing with the process that we see is if we give you process for marketing and sales, what that does is it pushes more problems down your pipeline of your business.

But now you have an overflow, a positive one. Um, but now you’ve got more leads. Now you have more prospects to follow up with. You have more automation handling it. So, what do you do with that while you have to look at your fulfills. How do you automate that? Where you can, you have to look at your ability to delight your customers.

How do you automate that? Where you can, and then you have to look at all the pieces that have just go involved with running a business, like the accounting and the pieces that you have to deal with if you have physical inventory. So, for that reason, we start at the top because people like it and are usually wanting to do more at the top in their marketing and sales, but then that flows all the way.

Elias Crum: Well, so when people talk about marketing automation, when companies start to adopt marketing automation or inquire about it, they very often mean email automation. So, eat it like this stuff at MailChimp, et cetera. Is that what you understand when people, or is that what you mean when you’re talking about marketing automation or are you envisioning a broader use case for automation?

Josh Ovett: Damn, you. Yeah, let me

Sam Ovett: run with that because I think that’s where it starts for a lot of people. And I think it starts there because there’s, that’s the automation that they experienced themselves. And that’s also gets marketed pretty heavily to a lot of people. And you go, well, I can automate this, right.

I need to nurture a customer, a new leader. And that is the starting point. It’s, it’s kind of like the gateway drug to marketing automation, if you will. And then from there you find out when you start looking at it and I’m sure you’ve, you’ve encountered this in your work, is that, wow, there’s all the processes involved in a business and you can really automate a lot of that.

And what we, the way we look at it and help people think about it. The first you have process automated or not. And then you can add automation to that process and above processes systems, you know, you have your marketing, you have your sales, those are bleeding together more and more. And then from there you have your fulfillment, then you’re delighting your customers.

And then you’re asking for referrals. All of that is your big picture systems. Then what are the processes in the system? That you do to make it happen. And then from there, what can you automate that you do repeatedly? So, Josh, why don’t you talk for just a moment about how we actually have someone identify where they can automate or what they might should automate?

Because I think that’s important. That’s how somebody goes about actually diving in and starting this process outside of it. Just the email pieces.

Josh Ovett: I look at this from almost like an engineering perspective. Where, uh, if you’re looking at, um, best practices, you, you, you want to make sure that the, the process is precise and it doesn’t break.

And that way you get a consistent flow every time. Um, I guess the same result every time, you know, this tolerance is, if it, if its waivers too much, you get weird results and customers being unhappy. So, the way we look at it is we start and, um, like lean manufacturing. We starting to say, okay, where are the bottlenecks?

And, you know, we look at each of these different things and say, how do we improve what you’re doing? Some people are so used to doing the same thing over and over again. They don’t know. Um, and, or some people try to take the physical world and put it into the digital world. And I, and a good example of that is, Hey, water comes in at this pipe in the room.

I fill it up with a bucket Excel, right. I walk over to the other end of the room and I dump it into another, uh, a pipe, you know, and some, you know, w it’s been doing that for years, we moved the water. Nobody thought to say, hey, why don’t we put a pipe in the middle and connect. And then, you know, the person, when the water can go do something else, you know, there was a bucket.

So, um, I always say how many, I always ask the question, how many versions of an Excel spreadsheet do you have when you work with a team? And that gives me an occasion. Oh, well we have six of these and three of these and four of those, and that’s got 15 versions. I know they already have a centralized data problem.

Um, and then when we talk about automation, um, It’s amazing. If you do something that you can scale it. So, I’ll use an example of an attorney. He processed a loan closing and he had 14 people and he could handle about a thousand a month. We automated almost all the jobs and the workflow. And then when we turned on the marketing.

It was able to do, uh, close to 8,000 closings a month with the same amount of people.

Elias Crum: Wow. Well, that’s automation.

Sam Ovett: That’s

Josh Ovett: automation, automation. That’s

Sam Ovett: your

Elias Crum: vision? That’s your fishing on automation? So, automate, could you, well, maybe, maybe you could. Cute. Um, uh, explain what your exact vision on automation is, or maybe you have a, have a claim on it, or, uh, because to me, it sounds like you’re not only looking at marketing automation, but automating entire workflows and, and aim for success in an automated way and automate what you can basically.


Sam Ovett: That’s right. Josh, let me jump in on, this is, I think. Or don’t, they, there’s, there’s really two core areas where we want people to think about automating. One is automated where it saves you time, that you would otherwise have to do manually yourself or hire someone and pay someone to do. And that’s an opportunity to make it yourself more profitable.

And then the other is use automation to do things. In the customer experience that would otherwise be nearly impossible to do as a human in terms of following up and being there for your customer at the relevant stage, in their experience consistently every time so that you can generate more revenue that way.

Does that make sense?

Elias Crum: Absolutely.

Sam Ovett: Absolutely. So that’s so save time or do things that are impossible to do as a human, so that. Able to make more revenue. And then by saving the human resources involved in all that goes on with it, you become more profitable.

Josh Ovett: So, here’s an interesting thing, and everybody can relate to this.

What is it like working, waking up every moment in entrepreneur. Okay. I mean, you think about that, you know, that’s like, that can be either really exciting or like what, you know, you’re trying to, you’re trying to tap down every issue that coming along every day. So, the idea here is if you can use automation.

To take care of things so that they don’t break. Um, I know that in my case, when I started, um, how I got involved with some of the Ontraport as well, I’m sure we’ll talk about, I had a SAS operation that we ran for many years and my assistant decided that she was gonna retire. And, um, yeah. You know, hard total package with benefits and everything else was close to six figures.

She had been with me for a long time and he was responsible for running a very important part of my business, billing and collections. Yeah.

Sam Ovett: And it was an edit just to be clear. Hey Josh, just to be, let’s let everybody know, because I think we think SAS, we think small scale subscription sometimes, but this was.

This happened to be an enterprise SAS offering those ahead a bit of custom work to it for each, each client. Yes.

Josh Ovett: So

Elias Crum: needed billing and collections, obviously,

Josh Ovett: because we dealt with bumper dealt with corporations. All right. Yeah. It wasn’t a, you know, it wasn’t all credit card stuff a little bit. This was, this subscription was four figures a month.

Okay. Just to kind of give you an idea. It was a, it was a business intelligence subscription for corporates anyway. So long story short is, you know, and yeah. A co a customer’s entire team had access to the system. So, if the system was got turned off because they didn’t pay a bill, we had a lot on a phone rang, you know, anytime of the day.

Cause it was global. There are people were anywhere. Um, once you retired, I said, okay. I asked my team, Hey, you know, they said, oh, we’d love to build something. And I was like, yeah. And then not going to be billable. No, no, no, no. And when I have a problem, I’m gonna take you off projects because I need to make sure this works.

So, I looked around and I, I replaced. Her entire job with Ontraport. That’s how I got it. And so, it went from six figures of overhead to less than three grand a year, and it did everything I needed to run. My SAS operations, marketing, billing, collections, dieting accounts receivable went from 30 days to two.

Um, no, I didn’t realize. And the phone stopped ringing. You know, Hey, look, if your credit card balance, you know, all you need to do is turn it back on. And I got the excuse of saying, Hey, it’s automatic. I don’t, I can’t deal with it. Just do that.

Elias Crum: Cool. So, um, you already mentioned Ontraport a couple of times.

So, um, on the marketing technology book, because we had plenty of guests from all kinds of. Uh, let’s say marketing automation vendors. We have not had anyone or an agency or anyone working with Ontraport yet. So, could you explain to the listeners what Ontraport Ontraport does, what it is? You already mentioned what it costs, but you know, I’d like to know what it, what it’s, uh, what it does before.

Uh, I’d like to buy it, so. Sure.

Josh Ovett: Yeah. Yeah. Um, Sam, you wanna. Yeah. So, let’s first just to find out,

Sam Ovett: yeah. So first our role with Ontraport, just so everybody knows is we’re certified consultants for, for Ontraport. And so, we don’t, we don’t work for Ontraport, but we’re on their list of certified consultants.

Um, but we’ve used it a lot and we implemented a lot. And what it does is it really does a great job. Not only does it handle. Thing that everybody thinks about, like you said, email automation, but it allows you to do something really important. It puts all for the most part, all of your data in one place relative to your marketing efforts, your sales efforts and your whole business efforts.

And that way you can say what’s working, what’s not. And. You can flow it all through a central system that has the power to automate all these different workflows. Uh, and that’s the real reason we use it. Not to mention they have an amazing support team, but which is huge. But the main thing is that it’s, you can flow everything through one system.

And that’s really important because we want people to know their numbers. When they’re doing business and if your data data’s all over the place, or you’re trying to flow it from one system to another, to make all these different workflows that have to happen so, it’s becoming exponentially more challenging to report on the effectiveness of what you’re trying to do, whether that’s saving time or making more money and converting more people to become.

Customers. That makes sense.

Elias Crum: Absolutely. So, uh, it’s, it’s, it’s like if you might refer to as an all in one system, but if it gives you insights into all kinds of data into, into your numbers, which is obviously very important, um, Other systems just for the listeners also to put this in perspective, like how, how does it differ, differ from let’s say, uh, a, an active campaign or, um, maybe so ho or even HubSpot, what’s the difference that, that people can see on those different systems?

Josh Ovett: Sure.

Sam Ovett: So, I’d say in our experience, it’s in, it’s in a similar, like if you’re thinking about types of systems and you’re researching them, it’s in a similar category, right? In that HubSpot category, you’re looking for a system that can handle these different types of business workflows that occur across the entire business.

The primary difference that we’ve noticed is. Number one, their support is amazing, which is huge because no matter who you are, you’re going to have little technical challenges that you face when you’re trying to build and get systems going because it’s technology and that’s just the nature of it. And so, if you can have a great support team that you can reach out to at any time, for the most part, you can quickly.

Move over a little hurdles that you might encounter. And if the system is having a little bit of an issue, the downtime is super small. I’m sure they have a report on it, but things like that, specifically the support or what set that apart in a major way from those others. And then functionality wise, we found that Ontraport not only is very.

Powerful and has the complexity to do nearly any workflow that we’ve imagined. And they do have an open API for those in the super techie. So really we can really do whatever we want. We can hook stuff into it. Um, other systems where needed, but, uh, they make it easy for the user, which is great because if you’re implementing an automation system can get real complex, real fast.

But the people in your business who need to use it, the team that needs to go in and just see a visual of what’s going on with their contact, where are they in the sales stage? Do they need to follow up or deliver something? You don’t need to see all the complexity. They just need to be able to use the system.

From that standpoint, it makes it really easy. Josh, do you want to elaborate a little bit? Yeah.

Josh Ovett: You mentioned some of the other systems out there and all of them have a role. All of them have a place. Um, the interesting thing about entrepreneurs. That we’ve been using is that many systems out there I’ll call, put you in a box in the words, they have a process and you can follow it.

Some of it can be massage or customized to a certain degree. Ontraport is like a black canvas. I can pull out all the different crayons and colors and make it the way I want. Um, if I want to send you a series and the other part that makes it really cool with that is, and this is also very different. In today’s world, we’re talking about personalization.

Right. People want to know if they’re talking, if you’re talking to them or interacting with them that, you know, it’s, it’s a re it’s it’s, it’s more real. So, the ability to, because the data is there in one spot, the beta, you know, we’ve all heard of merging an email. Well, guess what? You’re taking data from your database, but we can do that with webpages processes.

Follow-ups, you know, um, there are a lot of little tools that you can buy to all the other systems. So that if I send you an email, I send you a webpage that says, Hey, Sam, I see you back, by the way, you know, based on your experience, here’s some things we recommend and guess what that’s all being pulled based on your past purchases or profile and things that you would like or enjoy that are stored in the database.

It’s all connected. Um, the ability to customize that experience is really cool. And if you want to connect it up to another system, you can do that too. So, um, from my background, I implemented systems like Microsoft CRM, dynamics, Salesforce, um, uh, um, let’s see, uh, the individual sales logics. I go way back.

That was the, the, the, the grandson of act. CRN. I remember act okay. Well, I put a little spin on it. I used to use act with DAS and then it became act, act, act with an interface on windows and there were some amazing stories I did with a hack then. You know, pat Solomon came out with sales logics, and I was one of the original 50 resellers of sales logics, and it was amazing.

And here’s let me put this in perspective. We used to take us a month or two or three with development and sales logics, and those other systems using Ontraport. I was done in a few hours. I literally could build an entire process in half a day and it blew my developers team away going, oh my goodness.

Do we still have jobs?

Elias Crum: I can’t imagine.

Josh Ovett: So anyway.

Elias Crum: Yeah. So, um, and that’s, that’s a great story about the usability and the ease of use, et cetera. And what specifically triggers triggers me is that open API and the way it hooks up into other systems. Um, which leads me also to, to, to, to the next question. Um, so what other tools or MarTech tools do you use in your MarTech stack yourselves, or do you recommend to businesses, um, which might or might not hook into Ontraport or another marketing automation system?

What kind of, um, well, basically tools or hidden gems you could, could you share with the listeners today?

Josh Ovett: Sure. Well, actually,

Sam Ovett: I was going to say the same thing, Josh, in preparation for the car.

Josh Ovett: So, you know, I figured, you know, if you’re saying, you know, what do we run our business on? That’s one thing, or what are the core pieces of technology that we use, um, to run our business.

And then there are, um, other, other cool little things. Help generate leads. I’ll let Santori, but I made a list of the things that if you, you know, it’s like, if you cut off an arm, you would have a hard time working. You have to find another arm. That’s nice way to put it. You know, these are the things that we rely on every day.

Ontraport, teamwork.com, which we do our project management, uh, multiple teams and projects, G suite. We use diagrams.net to do all of our business process mapping, interactively clients. Um, you know, justcall.io is our phone system integrates with Ontraport, uh, Panda doc. We’re doing proposals online, um, and follow up and taking cash.

All our, our, um, accounting is done online by bench.co. It’s all automated, but there’s actually a human behind it, but it’s all automated, uh, zoom, um, Stripe Calendly, WordPress, WP engine, Bonjuro for being personal.

Elias Crum: I love Bundoora. We had them on the MarTech podcast as well.

Josh Ovett: And, um, you know, Evernote, uh, just for a place. I call it my, uh, organized trashcan. We got an idea. I need to put it somewhere to find it again. Um, you know, and then we run everything on with Mac books and iPhones at the moment, you know? Uh, but that’s the core, that’s the core stack. And then we have probably a list of 50, to a hundred different little pieces that you need to do something. Uh, you know, they’re, they’re, they’re that they’re, uh, there are task-oriented pieces. Okay. I need a little video for, for doing a, uh, an ad. Boom. I’ve got an equivalent of a, of a package and I can do it quickly. Yep. Everything about marketing is you hear a good idea. You want to test it out, right?

Elias Crum: Um, so one of the things that strikes me here is because you, in your list, you also, uh, talked about Panda docs. So, Panda docs for people that might not know is just it’s online proposal software as well.

Josh Ovett: Yes, it’s an it’s um, it’s a proposal. Yes. You know? Uh PDQ I think they also call it, you know, um, the, the idea is I can make a proposal. It’s really cool. My proposals have videos and testimonials embedded them. People can check things out. Um, I know when people watched it, um, It’s an amazing system. It’s all template, you know, you can templatize it so I can whip up a proposal after a call while I’m on a call and say, here, look at this. Um, and it just made life a whole lot simpler.

Elias Crum: Um, one of the things we, we started, uh, using within Marketing Guys as well. Um, we use a system called quote roller. They got acquired by Panda doc. So, we’ve not migrated to the docs yet. Um, have you, did you also integrate your Panda docs with Ontraport? Because it would be cool. Cool to see that people opened your proposal and the way they behaved on your website, et cetera. So, so w how did you say.

Josh Ovett: Let me tell you this, it’s not a secret sauce. It just took a little time. So obviously when I deal, you know, when we have a prospect and you know, I’ve made a deal in Ontraport, right. I’ll just say, okay, it’s time for proposal. And I add a tag proposal, right. And then. If they, if the using Zapier in this case, we’re going to be changing over to Integra mat. They just rolled out a new integration Ontraport, which is absolutely amazing. So, um, what happened is, is that tag goes on and then it ends all the contacts from. Uh, opt for that deal, multiple contacts associated with that deal, in the Panda docs. And I’m ready to go over in a panda doc. And then, you know, do my proposal.

I just, you know, pick who I’m doing. And then once the proposal is sent, it puts a tag on that deal that the proposal has been sent. When the proposal has been opened, it puts a tag as an open window, Basel assigned is completed, and then there’s a whole, there’s a whole thank you process and referral process that comes out. Right there.

Elias Crum: Cool. So, it’s completely automated the way it should be.

Josh Ovett: Yeah. I mean, when somebody pays their first bill, we get a text saying, you know, like hot, hot leads now, it’s exciting. And then, and then, but then here’s the interesting thing is once they’ve paid, okay. If they’re not already a client, you know, it’s not just another project.

We use that tag to then fire off the process of get, they automatically get set up and teamwork. They automatically get invited the teamwork, the ordering that they get set up on the onboarding video series. They automatically get set up on our, on a Google folder that we create so that we have a place for them to upload assets that we’re working on.

And it also schedules the first call with them. So, what used to take me about an hour and a half to kind of put together if I didn’t get into it? Is one click.

Elias Crum: Wow. So, um, it will be interesting for listeners to hear how long it took you to automate this because people tend to think these are. Let’s say, uh, very difficult processes to automate or it takes time, et cetera. Of course, it’s going to save you a lot of time. You told me, well, you just told the listeners, it, it saves you a one and a half hour per client. So, um, how long did it take you to get a process like this automated?

Josh Ovett: So, in reality, it happened over time, but if I were to start today, and maybe 90 minutes if I started cold and we actually, we do this with each of our customers. So, they say, I want that in about 90 minutes, we’ve got it all connected and tested and ready to go.

Elias Crum: Wow. 90 minutes. Yeah. So that’s the equivalent of one customer.

Josh Ovett: Um, actually I’ll put it in perspective this week. I have 17 appointments left this week. I expect that I’ll make a proposal after each call. So, I’m mean gonna say, can you send me over something right.

Elias Crum: Yep.

Josh Ovett: I’ll be finished with that. I leave 15 minutes in between calls so I can send just, you know, fill out, you know, fill out in Panda Docs. Well, we talked about right, because they’re already in Panda Doc’s I’ve already done that. They’re on a call and then boom, boom, boom. You know, I say send and the process begins in them on the next thing.

The only thing that I do in the meantime, so you know about, uh, I get very personal, I send a Bonjuro to everybody that I’ve had a conversation with. I send a Bonjuro to people I meet on LinkedIn because they get to see my face and my voice, uh, talk about some concept and it’s like, whoa, it’s different.

Elias Crum: Yeah. And again, to listeners that have not heard that episode, we had Bonjuro on the MarTech podcast as well. So, a couple of episodes back. So, so just look into your favorite platform and look it up. But Bonjuro, absolutely. We we’ve been using it as well. So. Absolutely amazing. It’s a way to get personal through video.

People are used to that say these kinds of videos now because of the whole Corona thing going on, but it’s, it’s so effective. It’s, it’s absolutely, I’m glad to hear that. It’s something for you as well, but he puts it for you. It’s it’s like a qualifying thing, right? So, it helps you qualify your, your, your, your leads, right?

Josh Ovett: It helps build the relationship that’s number one, but the second thing it does. Okay. Um, which is very interesting is we’ve actually set up a Bonjuro affective is funnel. All right. We actually have a, a campaign and reporting that shows those deals that I didn’t, we didn’t use Bonjuro versus those deals we did. And it shows you how much more money and how much more closes that. So. Yeah, it is an AB split with or without, you know, and we’ve tested it and we, you, oh, you know, we get a significantly higher close rate with people who, and people replied to you. The interesting thing is lately I’ve been using this, um, when people reach out to LinkedIn with me and I say, sure, send me a, you know, let’s make an appointment. I have a little thing. This might be helpful to everybody. All right. And this Corona times. Yeah. You know, everybody’s trying to get an appointment. I just say let’s do virtual coffee. Yep. And that’s a zoom meeting, you know, I literally have a coffee cup, you know, um, you know, it’s, it’s, you know, you gotta have a conversation and you know, these days you never know where it went.

So, so that’s the thing, that’s been a fun thing for me. And, you know, I invite them on Bonjuro with a cup of coffee, and then I have automation. Yeah. When they do certain things, it then starts a flow of communications that is somewhat custom to them. And the kinds of things that they’re trying.

Elias Crum: So, so what I’ll do for the listeners is I’ll put together that list that you just summed up, uh, and put those in the show notes so people can actually look it up.

And, um, what I’ll also do is because I enjoyed this interview and you know, I’m gonna put your LinkedIn profiles in the show notes so people can reach out to you guys. Uh, because one thing I remember from this. Uh, interview is automation. So, everything needs to be automated. And the way you look at it is like, if you have to repeat it more than once automated, and you’re the guys that can help you do that. So, uh,

Josh Ovett: I want to be the laziest guy on earth. You know, I want to talk to people, but as far as if I can get stuff done and they don’t take a vacation, they don’t get sick. They don’t complain. They don’t ask for raises. And it just happens, you know? You know, and, and, and as a side, if you want, I’ll stick it on our website and I’ll make a thing called tech stack, you know, from a website.

And I’ll put all that stuff there with links and everything, if you want. Oh, cool. And some of these things that I’ve got, some discount codes, whatever, they can try it for free and have some fun. Um, that way we’ll do is

Elias Crum: we’ll share a link to that. So, people can actually go to your website and look them up.

And, uh, if you have some, uh, some, some sign up goats or, uh, or vouchers or whatsoever, you people can share it, uh, can use it. And then, um, absolutely. You know, that’s the whole thing. And that’s what I remember from this show automation. It’s not only about marketing automation, but automated, automating as many processes within the whole. Uh, company as possible just to make life easier, um, as you put it to be the laziest guy on earth, which I liked that one, but, um, you know, some people, uh, uh, tend to think automation is a hard thing. You make it sound easy, fast. So, I want to thank you guys very much for being on the Marketing Technology Podcast.

I enjoyed it. Um, and, uh, well usually we invite people over again in a year. Um, so that’s what we’ll do with you guys to hear how much you’ve automated and if w we might catch you while you’re asleep, because you know, you don’t have to work anymore because everything gets automated.

Sam Ovett: Let’s hope so.

Josh Ovett: So, don’t invest in anything that eats while you’re asleep.

Elias Crum: Again. Thank you, Josh. Thank you, Sam, for, uh, for being on the Marketing Technology Podcast.

Josh Ovett: Thank you.

Sam Ovett: Thank you.

Elias Crum: Thanks for listening to this episode of the Marketing Technology Podcast. If you enjoyed this podcast, please leave us a review on your favorite podcast platform or iTunes. Also, if you want to be a guest or know someone that should be a guest to our show, shoot me an email on [email protected]. Thank you for listening.


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!