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What sets this podcast apart? We believe in the power of meaningful marketing—a holistic approach that prioritises authenticity, connection, and purpose, whilst still turning a profit.
Chantal Gerardy is an International Award Winning Marketing Strategist who empowers purpose-led businesses to revolutionise their online marketing approach and create a brand that resonates deeply with their online audience. If you're tired of cookie-cutter marketing advice, and seek strategies that truly make a difference, this podcast is for you.
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Hello and welcome to another episode of the Meaningful Marketing Podcast. I'm your host, Chantal Gerardy, and before we get in today I would like to share with you that we have just won our third award. So the Meaningful Marketing Podcast just took home the Beam in Business Award, um, for Podcast of the Year, which I'm super excited about, so I just want to say thank you to all our fo- followers.
If you haven't already, please make sure that you've subscribed, you've followed, you've commented, you've rated us, turned on your notifications, um, and if you haven't already, make sure that you check out the YouTube channel as well. Uh, the links will be down below. But let's get in today, into... But let's get into today's episode.
Today I'm here with Jason King from WildSquirrel Technology. He is a CRM and job management platform expert, and some of you are like, "WTF? What does that mean?" Don't worry, we're gonna share that with you today. One of the biggest things, uh, or biggest reasons that leads don't turn into sales is because this isn't happening, and there o- there are old ways and new ways of doing that, and we're gonna have a big discussion today about what's happening in the CRM and job management place platforms today.
Hey, Jason.
Hey. How you doing?
Yeah, epic, thank you.
Excellent.
So firstly, how did you get into technology? 'Cause sorry, technology and me- ... not best friends. I'm like, "Software? Nah."
The funny thing with, uh, with computers is everyone gets really scared about them.
Yep.
As- if you just read what's on the screen-
nine times out of 10 you're okay. But, uh, my journey with technology started actually not too far from here. I, uh, I went to Miami High. They had a technology program, computer program. It was one of only six in the state in, at the time. Um, and, uh, yeah, I just happened to qualify and get into it. From there went into university, did a computer degree there.
Um, and yeah, just the last 30-something years been working in different platforms and different environments, so yeah.
So then how getting into CRMs and job management platforms? Like, that's a particular niche, so what excited you about that? 'Cause nothing in technology excites me.
Um, the, the, um, uh, I think for me what it was is, 'cause I- Mm
I did a technical c- uh, career first. It was 20, 25 years, something like that, um, doing enterprise networking. And then about 15 years ago transitioned over to a commercial role, over to a sales role. And I just found that the hardest part for a lot of really busy salespeople is keeping on top of where deals are up to.
I've got BDM work to do, so I've got all these calls I need to make. I've got leads I need to follow up from the demand gen activities from marketing and, um, from other areas. I've got all of that to do. I've then got to keep the deals progressing. And the hardest thing I found was how do I keep track of all those things?
Now, large companies have got things like, um, Salesforce or something on those lines. NetSuite was one we used. And they're great if you've got a million dollars and 250 grand a year to spend on a resource to keep it alive, which is fantastic if you're a billion-dollar company like Telstra. Uh, less so if you're a, you know, tire or garage door repair shop or something like that.
So finding a middle ground between those two things, uh, can often be a challenge. So when I decided to set up the business four, five years ago, I was looking around at let me help you find the right technology. Not, you know, specifically CRMs, but just in general, what's your technology stack? And the thing I, I found with that is it, it just amazed me how many sales teams operate without a CRM.
So whether it's sticky notes or notes in a notepad or spreadsheets or whatever, they do all these things and all these activities. There's no reminders, there's no follow-ups. It's maybe I put it in the calendar, maybe I don't. So there's a lot of activities that get missed because the CRM is either nonexistent or isn't working for them.
Um, and I thought, if I'm going to use technology to help companies There's a friend of mine says, "Without sales, business fails." And it's so true. If you can't track your sales, if you can't keep on top of where things are up to, or you find, you know... So a classic example is you have a contact us form on a, on a webpage.
If it's not connected to a CRM, generally it'll send you an email, and if it sends you an email, it lands in your inbox. You're in the middle of something, maybe you're doing a meeting, maybe you're working on some client work. But then it's a week and no one's followed that lead up, and all that money you spent on a lovely social media campaign or a website or some activity, demand generation activity, it's all been for nothing because half the leads aren't getting followed up.
And so we found that if we're gonna have the biggest impact on small business, uh, small-medium businesses, getting that CRM and getting those activities, setting up the nurture sequences, making sure it all flows nice and smoothly, so that by the time the salesperson comes round to going, "What have I missed this week?"
Or, "What have I missed today?" That's in the CRM. There's an activity there that says, "You need to do this," and they've got that reminder.
Oh, yeah. So many good points there, and we're gonna tap into all of that. Um, but first I'm gonna share with everybody how, as a five-figure business, I used to follow up on leads.
I used to use my memory. I just used to wake up in the middle of the night and go, "Oh, shit, didn't follow up on that person. Oh, yeah. Mary, three weeks ago she actually wanted to work with me, and I've forgotten to actually get back to her." Um, and I was the sticky note girl, so I'd have sticky notes everywhere in different colors.
Um, and then I progressed to the spreadsheet. Now I'm lucky enough to have our go-high-level product, which is OBM Hub, and I absolutely love moving the little pipeline along with the little boards and setting the little tasks and the little reminders so that we can follow up on clients, especially when they say, "Can you contact us," for example, "after end of financial year?"
Yeah.
And then end of financial year comes and you go and need more leads. Next minute you go to social media, you're trying to get more leads, but there's people sitting there that already said to you that they're ready to work with you after, for example, financial year end, and you've forgotten to follow up with them, and that's why CRM is so important.
So what does a CRM stand for? 'Cause some people now will have the gist of it. Um, but tell me what does it stand for and, um, what fundamentally you think it, it, it does for you.
Okay. So CRM, the, uh, normal definition of CRM is a customer relationship management platform. Uh, essentially what it's there to do is- Keep track for the business of your interactions with, uh, either customers or new leads.
Now, some of the more advanced ones like OBM Hub, uh, and a couple of the others, uh, introduce other features, nurture sequences, SMS updates, two-way communication, AI voice agents, landing pages, all these wonderful things. Uh, and if you know someone or if you have someone that can set those up for you, um, if you haven't done it yourself, it's a really good idea to get someone who knows what they're doing to be able to do it.
Something like the, the service you do with OBM So, if you, if you use it properly, your CRM should be essentially your one source of truth. What's happening with this customer, I go to their customer record, and I've got all the details, all the activities, records of the emails, any attachments, uh, anything I need to send them.
So you're not looking through Outlook folders. Where is this? Where did I put that agreement? I'm sure I saw an email about that. If you go to your CRM, you type in the search terms, whatever it is, and some of the more advanced ones that have the AI integration, you can ask prompts of the AI to say, "I need to find this record around about this date on this subject.
You know, what, what have I got? What's in the CRM?" And it will give you an outline of all the different records. So it's a, um, uh... If, if it's used properly, it's a really effective tool.
Yeah, look, for me, I think of it like stalking. CRM's like stalking. 'Cause you literally can go into it and have a look at a contact, and when you look at the contact, if you've set it up correctly, you can see what that person's done.
You can see if they've been clicking on your links in your emails, and what they've been clicking on. So for example, what particular podcasts have they been clicking on? Did they click on our webinar? Did they download one of our lead magnets? So we can have a better understanding of the client's needs and what they're actually showing interest in, so that when we do pick up the phone and we have a conversation with them, we can actually have that discussion and go, you know, talk more directly to that thing rather than just kind of go, "Oh, we offer everything to everyone," which you should never do.
Um, so I really love that. And then from that as well is when we have that conversation with the person, for example, using OBM Hub, which is our go high level product, we can actually record those conversations so that r- the recording stays in there. We can follow up with SMSs, we can follow up with emails.
And two weeks later, three weeks later, if we've set the task to follow up with that person, we can go in and have a look and see if they've opened their emails. So I, I love it for stalking. I think it's like it's really, really a good stalking tool, um, for you to really be in the loop with who you're talking to and what n- what their needs are, and how you can actually better service them.
So let's talk a little bit about nurture sequences, because everyone seems to think when you say nurture sequence, people have no idea what a nurture sequence is, and for some reason, kind of like retargeting, which we can also talk about, they think that it's a paid advertising thing.
Mm.
They don't realize that, like, it's just an automation sequence inside your, you know, inside your platform.
Yeah, yeah. The, um, the thing with a nurture sequence is, it, I mean... The clue's in the name, really. You take a lead, someone who's not a customer, or someone who is that you want to upsell a new product or service, or something you think that would provide value to them. So you... But they might not be ready- Yet they haven't gone on that journey of discovery to work out why they need this product or service.
So they're a lead. They come in, you send them some information. This is kind of getting more into your space than mine. But you, uh, you send them some information, you send them a, a, "Hey, would you be interested in this?" And let's say you know this particular customer and you know that three days, they're gonna need three days to look at this particular artifact.
So you tell the system, "Okay, I want you to send them this email, then I want you to wait three days. And if they've clicked on this link, I want you to send them this artifact." Mm-hmm. "If they've opened it, I want you to send them this. And if they've gone to our website and, uh, done something else, I want you to send them a, a thank you note."
But you can choose, you can be really specific about what those are, and based on their actions, you can actually then... So let's say you- you've got a client or lead you're trying to get ahold of, uh, someone who's been ghosting you for a while. You send them an email. If you send it through the CRM rather than through Outlook or Google, uh, you can see when they open it So if you have a notif- your CRM set up so you have a notification, a, uh, John from John's Doors has, uh, opened up this email, you can auto- quickly send them a text or give them a quick call, 'cause you know they've just seen your email.
You know they've just opened it, even if they've just marked it as read. But if they've just marked it as read and you give them a call, they're like, "Oh," 'cause you know they're there looking at your name. So if that text comes through and says, "Hey, was really hoping to have a chat with you about this", or whatever that message looks like, um, it's perfectly timed, because they've just interacted with your email.
Oh, such a good example there, because you've got nurture sequence in there, and you've got the retargeting in there, 'cause that's really the retargeting. Right. So for us, for example, if so- if we've just done a webinar and they didn't show up for the webinar, but we notice that they've clicked on the recording, then they maybe clicked on a link to book a call- Mm
but we notice they didn't actually book that call, then we can set an automatic text, um, to say to them, "Hey, just wondering if you have any questions about the latest webinar." Um, and we can start that conversation straight away. So those things are like automations- Mm ... and they're free, and you can set them up.
Yeah.
Um, so for me and my team, like full transparency, I'll let everyone in the world know, um, I've got a virtual assistant who manages the CRM. So he's consistently looking at the customer journey and looking at what people are doing, and then setting up those nurture sequences and those retargeting sequences.
And then they get scored and added to the pipeline as well. So then I've got Jo, who is our t- my 2RC, who does customer service and sales. She can then go look at that data and go, "These are the hot people. These are the people that are actually... You know, we're sending them SMSs. They're engaging, they're booking calls.
They're engaging in our emails, clicking on links," so that she can actually follow up with them every week. So that's how we manage ours. Um, so yeah, thank you so much for sharing that. For some reason, everyone always seems to think that retargeting, when they talk about retargeting, they think that it's paying for ads, and I'm like, "It's free, and it's in your email system."
It's free. It's not like... It's no paid advertising. There's no gambling. You've just gotta use critical thinking, human intelligence, be aware of your customer's journey, what's logical. Yeah. And for us, that nurturing is always about building rapport. It's always about showing interest in what it is that they're interested in- Mm
and then giving value. So sharing with them a relevant podcast, sharing them, with them a relevant masterclass or a checklist- Mm ... and then re-engaging with them as well to find out, you know, if they got help with that, do they need anything else- Yeah ... um, so that they can, so we can close the line between that lead and sales.
Because you said it earlier, people don't buy on the first time. Mm. It takes time. Yeah. It takes touch points, right?
The, um, uh, and it's, it's... And you and I both run services businesses, so we have a different value proposition than, say, the, the product-led- team. So if you've got a product-led business, landing pages, redirections to QR codes, all that sort of stuff, and you can actually target through or, or nurture through this customer journey of this is what this product can do for you.
But it doesn't take more time. You don't necessarily need a sales, an active salesperson doing it, unless you're working with larger clients. So for example, we work with a, um, a first aid... They do first aid training and products, so, uh, defibs and first aid kits. Uh, so that's one side of the business, then they've got the training side of the business.
For them, the, it's all about the offer. It's all about-- 'Cause the product is the same. A HeartSine 360P is the same regardless of where you buy it from. So for them, it's about the service they provide around it. It's about the pricing and about the offer and bundling and that sort of thing. So for them, those nurture sequences look slightly different.
They don't have a service aspect. It's not eight touch points because the product itself Does the leads, it does the, um, the value proposition
Yeah. Oh, yeah, so good. So good.
So, yeah.
Yeah, so with, um, with e-commerce businesses, with products, this is where, like, frequently bought, uh, frequently bought together comes in, right?
So for example, if somebody buys, um... Actually, I did it yesterday. I'll tell my story. I bought, um, Mary People, um, boots. They are super comfortable. They come in a thousand different colors. The hardest part, like getting a tattoo, is which one to get, right? So I've now just got my second pair of Mary Perry, M- Mir- Mary People, i- uh, boots, right?
Because they're so good. And, um, when I bought them, straight away I got my email through, and the email goes, "Thank you so much for your purchase. This is frequently bought together. There's these crew socks in these funky colors. They're often bought with these, with these boots. Do you want them? No extra postage" or whatever, "You can add it to your order."
And I'm like, "Yes. Thank you, I'll have those." So they just got another 30 bucks out of me, right? Mm. Yeah. So, so that's why with, um... it's so important with the CRM in e-commerce businesses as well to make sure that you are recording what people are buying so that you can better serve them with suggested items, rather than just saying, "You bought this, now have that."
Mm. So for example, some of my clients are in the caravan and camping space. They might, for example, be selling caravan, um, accessories, but then the camper van accessories are completely different to a caravan accessory, so you're not gonna be trying to sell those to those people, right? And the CRM helps to manage all of that automated.
I do believe somebody should be monitoring it, though. Somebody should be managing that.
There's also a follow-on sale. You know, so you, you buy your boots and you buy your, uh, thing. So let's say they bring out, uh... it comes into winter, so we get in April, and they bring out some fluffy socks. Right? And they go, "Hey, you bought our boots.
These socks go really well with those boots- "... and they're super comfortable." So there's
that. Sucker for that,
yes, I am. So- Sold. See what I mean? But it's that follow-on sale, so it's not just the first one. Uh, and the teams we've worked with before call it share of wallet. Mm. So if we can get a slightly larger pie, if you're only gonna spend $4.50 with us or $450, whatever it is, if we can get an extra 20 or an extra 30 or 50 from an upsell, it's only a 20, 30, it's maybe 10, 15% extra sale, but it's that just slightly higher share of wallet.
They haven't bought that from someone else. And so those related products, the CRM can, if you configure it the right way, you can understand that- purchasing history and that power and that, th- where their likes and what their interests are. And then you can kind of go, okay, people who've bought that, 64% of people who buy this product have bought that product as well.
Okay, so we can re-target them on, well, this product relates to that br- product, so maybe we can tie those two together. Whoever buys that and that, maybe we'll... That's the next part in the journey, and we just send them a little, uh, thank you note and a, "Hey, you might be interested in this."
It's so good, and like I said, I think it's really important that somebody's managing that.
Mm. Somebody needs to be managing it, looking at customer behaviors, um, to work out what is logical for that person so that it's not not logical- Yeah ... um, and it's relevant, right? Mm. So let's go back to professional, we'll go back to professional services, and let's talk about a job management platform.
Mm-hmm. Okay, so what is a job management platform?
Job management platforms are a way to, uh, optimize how your teams, team or teams, move from one customer site to another. So for example, if you're a plumber, if you're a maintenance plumber as opposed to a builder, if you're a maintenance plumber and you've got, uh, jobs in Arundel, you know, various suburbs around whichever city, um, you then have to plan the route for them.
Okay, I've got to be here at 9:00 AM, I've got to be there at 11:30, I've got to be over here. Now I think all of us have sat at home waiting- ... for the, uh, person who doesn't turn up, either a delivery or a tradie or a, you know, IT guy, whatever it is. Uh, and you get a text, "We'll be there between 8:00 and 4:00."
"Can you narrow it down for me?" "Not really." "Okay." You know, and then... And people hate that, and you- inevitably you'll get a phone, a phone call or a text at 3:30 saying, "Sorry, we're not gonna make it today. Can we reschedule for next week?" You're like, "Well, I've just... I've done nothing all day." Now, some of us can work from home- Mm
which, you know, doesn't, um, impact us as much, but if you've got a, a job that requires you to be on site, you've just lost a day's pay or you've had to take a day off on leave. And like, well, that doesn't help. So a job management platform, so for example let's use ServiceM8 as an example. If you're a pest controller, GorillaDesk is made for you.
Uh, there are things like Tradify, JobAdder, and a few others. Uh, there's quite a few others. Um, but let's say you use ServiceM8. You can say, "Okay, I'm going to go and see the person at Rundle." You send them a text, and you go Notify Client. It'll send them a template SMS, "Hi, Dave's in his truck. He'll be with you in 27 minutes.
Click on this link to follow his progress." So if you're sat at home, you go, "Oh, okay, I've got 27 minutes. I'll just pop down to Woolies, I'll grab something, I'll come back, uh, and I'll... I should be okay." But you can see, oh, no, Dave's still 15 minutes away. There's no way it's 27 minutes from there. Um, and so you can- Mm
you can really manage your time a lot better. Uh, and the... It's one of the platforms, one of the things that customers really, really appreciate, is you're sat at home, you, you've been given a two-hour window, and suddenly the window's down to an exact minute. Okay, and, um, he's gonna be here in 27 minutes. So job management platforms will help you manage those customer interactions going from site to site to site to site.
Um, it's works for IT people, whoever's got a mobile fleet, mobile mechanics, that sort of thing. Uh, if you've got a series of jobs you need to get to, uh, in a day, it'll manage integrates with Xero and, uh, QuickBooks. Um, you can do automated invoicing. You can take payment in the room. So just as you're finishing, you leave site, "Hey, how'd, how'd we go?"
"Yep, fantastic." You, "Okay, it's $227, please." They tap their card, and the payment's taken. So there's no more, "Oh, sorry, mate, I thought I'd paid that."
Yeah.
You know. And so that gets all done for you. You then, um, uh, you can then send a s- automatically send a five-star or, you know, send a, a review. "Hey, do you mind giving us a five-star review if you're happy?"
So it's a really good way of, uh, if you're a, a mobile team, if you have a mobile team visiting customers at their location, their premises, it's a really good way of managing that, that process.
Yes, I think there's always this, this thinking, right? It like I'm not big enough to have those things, but the thing is, is that You might be able to get away with managing things yourself, like in your f- when you're a five-figure businesses.
Mm. But if you're wanting to scale and if you're wanting to grow, you have to have the software and the tech to be able to manage it. Yeah. Because you cannot remember, you cannot manage it yourself independently, especially if you don't wanna bring on team to support you. There are, there is software that you can use to automate these things and set these things up.
So ultimately, your costs are actually gonna be lower-
Mm ...
if you're not gonna bring on a team member. So I think it's really important to note, because we were talking, I know you and I were talking yesterday about it, and, or the other day, and we were talking about how, you know, in the olden days, people use a contact us form.
If you're a tradie, uh, we s- we've set this up for a few tradies, we'll do the contact us form in our OBM Hub, and then people will fill out the contact us form, they'll put in pictures of the window that's been smashed, the measurements, their location, how urgent they want it done, what, what, what their location is.
Um, that'll go into the contact us form. We're now collecting email addresses, which is a lead, so we're growing our email list. And then from there, at the end of the day, you know, the business owner can go into it. He can have a look at all the form submissions, look at all the jobs and see which jobs on which areas and do that.
Now, you can do that when you're a baby business. But as you scale and you grow, you're going to need something like, um, either a CRM or a job management platform as you get bigger. Mm. Else you're just not gonna be able to manage it right.
So one of the things with OBM Hub, uh, is that you can integrate it with ServiceM8.
So if you get the contact us form and all the bits and pieces, you can take all of that data and create a job in, uh, ServiceM8 to be managed through that. So then that, you can track that job from the inbound when it came in. It creates a, uh, a message in s- uh, ServiceM8 inbox. You can convert to a job using a template, so you can template all these things out.
Uh, you go out... You either go to site to quote or if it's, depending on your, the nature of what you do. So sparkies, for example, can do remote quotes, they don't necessarily need to be on site. Plumbers trying to fix a leak tend to wanna go and have a look at it just to get a feel for what's around and, um, what access looks like.
Um, but you can create that in ServiceM8 or connect it to ServiceM8 across, move all the data across, and then have that tracked from a quote and lead through to invoicing. Synchronize it with Xero, submit your BAS as you need to, it's all just there. There's no manual typing. I
think, I think people are just scared of technology, right?
Yeah. So I mean, I always joke and I say I don't like technology, and now one of my businesses is a tech business. Thank goodness for team. But, um, I always say you only need to learn what you need to learn in order to be able to do that task better in your business. Mm. And then it's worth learning- Mm
because it's going to save you time, it's gonna save you energy, and it's gonna be able to help you scale and grow. Yeah. So if you want to be a bigger business, you gotta pull- put on your big girl panties or boy panties and sort it out, right? Mm. Um, so let's talk about the old way of doing it as well. So a lot of the, the times if a business owner comes to me and they're like a five-figure business, and they keep driving to go do quotes somewhere, and then the person doesn't even go ahead with them, right?
Mm.
Yep.
Um, for me, some of the recommendations I've given to them is, um, if it's gonna be a free quote, rather get them to do it through Facebook Messenger, take a video, do a walk around, talk to them, have a look at it, and give them a free quote. Decide if it's actually worth going there. Um, or alternatively, another way which I thought about, um, that we do as well, which I forgot about, was that we'd often say to them, "Well, it's 100 bucks for me to come and quote, but if you go ahead with the quote, then you don't have to pay.
That'll come off your, your bill." So, um, what other sort of old ways have you heard about or thought about that you think, "Oh, CRMs are so much better, and job management platforms are so much better"? What other old school ways have you heard of?
So the, um, just to, just to pick up on what you were just saying, one of the, the reasons it's good to go to site-
Yeah
um, is that you can do as much as you want over online, uh- Yeah ... but sales face to face. Mm. If you build... They can get a quote for a sparky. If they don't know you- You're the same as everybody else. Uh, no matter how flash the website is, no matter how great your marketing is, i- if they don't know you, you could be...
There's no difference between you and the next three or four people that they're getting the quote of. But if you go to site and you meet them and you're personable and you've, you're, you're nice and you're friendly and they like you, they build that rapport, it doesn't matter often, often it doesn't matter if even if you're 10, 15, 20% more expensive, if they like you and they trust you, they're going to go with you.
The other thing it does is it gives you an opportunity to spot other work. So a friend of mine's a plumber. He'll go to a site and s- and they'd, they've got him to, you know, "Oh, we need to build this, um, irrigation channel or put the irrigation in the gardening." "Oh, um, have you ever thought about putting a pergola there or have you ever thought about doing this or..."
And he's, he'll walk away with quotes for three different jobs. So one thing that was maybe a $5,000 job turns into $20,000 worth of work. Um, and so the, the beauty of, of going to site and having these tools in place... So I'll come back to ServiceM8. ServiceM8 has a capability on your phone that you can scan around the room and it'll take measurements for you.
So you can walk around a house and scan something. Wow. So if you're a painter and you need to, you wanna get a rough idea of, okay, how much paint am I gonna need, you walk around the house and scan all the walls. It'll build out a floor map or, um, a floor print, floor plan for you. Uh, and you can measure all the walls and go, "Okay, cool.
It's this many square meters. I need this much paint." So it does have these, the tools, instead of standing there going, "Oh, two and a half by three, that's 2.4 and then that's-" Mm. "... blah, blah, blah, so that's 6.2." Or, uh, you know, and then, okay, 6.2 is two tubs and I need this many liters. You know what I mean? You can use...
And if you've got 40 years experience as a painter, you're probably pretty accurate. But if you've got 40 years as a painter, you're probably also s- pretty set in your ways.
Well, I'm gonna say our painting for our complex, they just c- got it completely wrong because they actually just left an entire wall because they were like, "Oh, sorry, we forgot to quote you on that wall."
So that wall wasn't in the qu- quote. So we've got, entire complex has been painted, but we've got the one wall, which is actually across the bins and the swimming pool- ... not painted because they got it wrong, right? Um, yeah, so I think when it comes to w- Facebook Messenger and doing videos, I'm thinking I'm talking about smaller jobs where- Mm
you know, it's like, I don't know, fixing a leak on a tap, you know- Yeah ... or something. It's- Yeah ... yeah, you've just gotta p- pick your battles, I suppose. Yeah. But I am gonna call you on the marketing part. If you have, if you're using your personal brand in your marketing, you can build rapport through your marketing.
We had a pest control company that was working with us and, um, they said to us, they're actually a, a Kiwi business, um, lots of Kiwis and, um, you know, Maori Kiwis- And they said they're really struggling, like, to, to, to build sort of rapport and, and with their marketing. So I said, "Okay, show me." So they showed me, and they were literally in their marketing it was all these head shots of, you know those old team head shots where everybody's standing and with a like a, like a sort of a cold smile, and they're all standing together in their matching shirts, and they kind of looked like a rugby team, right?
And you're thinking, who's actually inviting you to their house, you know? Women, old ladies- Mm ... retired couple, you know, single moms, you know. And so I said to them, "Can we just have some like casual, friendly family pictures of the team and the staff?" Yeah. And, you know, and they did that, and it changed absolutely everything when it came to, um, people feeling a lot more comfortable about them coming to their house.
Mm. So in your marketing you can build rapport through personal branding and just, yeah, watch the images that you use, you know, those old school sort of like grumpy head shot photos, probably not. But family, like with your family, and having fun, or at the beach, or doing a sport, or out with your dogs, a lot more pr- approachable, right?
Mm, yeah. Feel a lot better to come. Um, so thank you so much for today. We've spoken a lot about old ways and new ways when it comes to CRM. We spoke about e-commerce as well as, um, professional services and trades businesses. So how can people connect with you if, um, they would like to have you have a little look at their tech?
So there's, um, there's a, a few different ways. Obviously LinkedIn, Facebook, we're, uh, we're on there. Um, you can go to the website, WildSquirrel Technology, wildsquirrel.technology. Uh, and for the job management platforms, uh, we've got a jobmanagement.au, uh, website there that people can go and have a bit of a look and connect to us through either of those.
Um, on the job management tool as well, if you're not... If people aren't really sure which one's gonna be right or they don't really know what it is, we have built a little tool in there that people can, uh, interact with- Mm ... put in some information, uh, and that'll give us a starting point for the conversation, so it's
really good.
Oh, that's fun. Super fun. So we'll put all of those notes, um, uh, in the show notes before, we'll put all the links in there. Um, thank you so much for being with us today. No
worries. Thank you so much. It's been good.
Uh, so this has been another episode of the Meaningful Marketing Podcast. I'm your host, Chantal Gerardy.
If you haven't already, please make sure that you rate, comment, subscribe, like, do all the things on all the platforms to make sure that we come up, um, to come up in your feed. See ya.