WEBVTT

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All right. Hey guys, Chad Morgan here,
founder a quick page and I'm sitting

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with Ryan chat. That's how you say your
name, right? You got it because I

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imagine it could be Ryan. It could be,
I don't know. I don't think it shoot,

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shoot is the most common
mispronunciation.

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That's what I thought. Yeah. When I
introduced myself, they, they hear Jack

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for some reason. That's weird. I don't
know, but I go along with it whenever

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I can't help myself. Uh So I have a few
questions here and I'm so excited to

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pick your brain because you've been
giving a shout outs everywhere. We've

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been getting an influx of like home
improvement companies coming in. You're

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obviously an influencer in, in that
industry. I know you've been in the

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marketing side for quite a while, right?
So what I'd like you to do is just

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maybe give me a little bit of
background about you and your journey

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with Southwest Exteriors as a, as a CEO.
Yeah, absolutely. Yeah. So the journey

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the industry is, is unique in the sense
that I, I started off in the call

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center space. So, um you know, I ran
some large call centers back in Kansas

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City, several years back. And then, um
went to work for Home Depot Home

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Services um after they acquired a
company in Kansas City called Jubilee

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Home Solutions. So I came there to
build them a call center and I did that

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in a few months into it, took over some
marketing, some field marketing, so

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kind of face to face in the stores,
shows and events type programs. And

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then, um obviously the bubble bursts in
0708. And um you know, we had just

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gotten more into marketing as far as,
you know, direct mail and um website

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stuff. And so love that I took a job at
an ad agency after that for a few years,

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worst job in my life. But I learned a
ton. And then um soon there after I

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came down to San Antonio and I was Vice
president of Marketing for um Leaf

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Guard by Belt and uh Roofing company.
We had gutters, leaf Guard gutters in

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14 markets across the US. And then I
met Scott Barr, who's the owner here at

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South was exteriors. And so he was kind
of struck up a friendship and um, you

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know, one day came and asked me to come
work for him and I was the time

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traveling a lot. And so to be just here
in San Antonio, full time was a huge

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attraction just from that point in time
in my life. With family and whatnot.

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And so, yeah, I came over here about
eight years ago um as marketing

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director and sat in that seat for about
66 years. Um our CEO about two years

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ago had a um uh brain hemorrhage out of
the blue. So he thank God he survived,

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but he, he did medically retire. And so
I was interim CEO for about six months

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and then took over that role about a
year and a half ago, full time. So by

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no means the way that I wanted to to
move into the seat, um but here I am

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and so just trying to make the most of
it man. Yeah, that's a, that's a great

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journey and way way to go. It's cool to
hear people's rise to success. And

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obviously you've worked really, really
hard and a sharp guy, I've seen that,

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you know, people out there respect your
opinion and that's one of the reasons

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we keep getting these uh demo schedule,
which is just really, truly appreciate,

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really, truly appreciate you. How did
you first come across quick page and

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what made you decide to implement it at
Southwest Exterior? So I cannot

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remember the exact company, but um for
a while, we sold um garage floor

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coatings and there was a dealer in the
network that had just kind of mentioned

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it in passing. So our my sales leader,
um Ryan Huen looked into it and kind of

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brought it to the team. And man, I mean,
um it just made a lot of sense for the

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team of time. We, we, we, we, we use it
very clunky if you will. That's a word

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for the first year. And then, um we
adopted a marketing strategy called,

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they ask you answered by Marcus
Sheridan and one big proponent of what

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they do is, you know, 1 to 1 video and
you know, just having better

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communication with homeowners or, you
know, clients, whoever it may be and

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you, we just fell in love with it, man.
It, it, it, it made so much sense for

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who we want to be organizationally.
It's different than what people are

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doing in this space. And so it, it's
made so much sense for us to, to kind

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of dive in with it

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right on. And how did you use video to
transform the communication there, the

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strategy with, with your potential
clients? Yeah. So, you know, the first

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thing which I love, I mean, my uh my,
my gals in the call center, it's all

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female team in the call center. And at
first they hated it, right? Because it

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had to be on camera now every day. So,
so 11 thing we change is, you know,

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when a homeowner calls in or when they
fill out a web form and they book an

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appointment with us is within 20
minutes, they get a personalized video

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for whoever set that appointment in the
call center, which is crazy. Right. I

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mean, I mean, how many times do you
talk to someone in the call center? Had

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a great experience and they just kind
of, you know, disappear forever and

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ever. Right. And so to get a
personalized video from them, uh you

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know, we use the white board strategy
to where they can see their name and

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their appointment time on the white
board. And so, you know, that, that

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even culturally changed a lot of things,
you know, it is, um, you know, after a

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few weeks or so the girl started, you
know, want to make themselves more

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presentable, they wanted ring lights
for their, for their desktop. Um, you

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know, they, they do fun stuff every day.
Like they draw a new little, you know,

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icon, whether it's like a squirrel or a,
you know, turkey on their board is they

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have, they have fun with it now and
they really enjoy doing those 1 to 1

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videos. So it shift the culture there.
And so we do a video after deployment

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set. Um, once that sales lead is
assigned the night before that gets

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sent to our sales team. And then so our
design consultant in the morning of

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they go through their, their
appointments and they have to do

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personalized videos every appointment
that the homeowner has. And so our

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desire is to personalize those too, not
just to where it's like, hey, I'll see

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you this afternoon two. It's calling
you out by name mentioning what product

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you want to see in the home. And, you
know, maybe one of their personal touch

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as far as, you know, from what our call
centers capture the notes that

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homeowner. I mean, you're breaking down
a barrier, right? If, if, if Chad

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showed up my door and I've already
watched a video of you, you know what

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you're coming out to meet with me about.
I mean, when you show up at my doorstep,

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I already know you, right. So that,
that whole warm up period in the home

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is abbreviated because they know them.
And so to jump back for a second to how

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we leverage it to with, with the uh
call center is before we hang up the

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phone with that homeowner, we give them
an assignment, um We call it, it's

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called assignment selling. And so we
give them an assignment to basically

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consume the video and the content we
provide in the video. So one of the

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great things we loved about um quick
page is the ability to provide articles

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and, and video links in the actual text
or email that goes out. And so we

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create a ton of content. We're
producing three articles to five

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articles every single week, 2 to 3
youtube videos, all answering questions,

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homework could have about their home
remodeling project. And so the gals in

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the in the call center will personalize
those links based on what they talk

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about. So for windows, they'll include
an article about window pricing, you

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know, how to select the best, you know,
window for your home, whatever it may

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be. And so again, that homeowner also
is walking in an appointment the next

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day, much more educated, right. So, you
know, our time of 3 to 4 hours in the

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home educating homeowners has been, you
know, cut in half because that

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homeowners consuming that content prior
to the appointment. That's amazing.

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That's helping you guys run more
efficiently. And so the fear was

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initially is that, you know, we would
see this huge jump in cancellation.

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Right. Right. Because we're, we're
talking about pricing, which in our

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industry, you never talk pricing before
that sales reps in your home, you know,

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at your dining room table. And so we're
discussing it ahead of time. Um, we

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have pricing on our website. We have a
tool, they can build out their windows

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and inside and get a price on our
website. So it's very unique in that,

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that sense. But, you know, we did not
see a draw or increase in our

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cancellation of appointments. It's
improved if not remains steady. And

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then, um, we've seen over the last two
years about about a seven or eight

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point increase in our close rate, which
is phenomenal. Wow, interesting. And

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how about your appointments being
accepted? Did that? Did you see a

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difference there? I'm sure you did one
of my questions was, uh, has, uh, let's

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see.

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Where did you go? Where did you go? I
lost you. But it was, uh,

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how it, how has the use of video helped
set your customer at ease when

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scheduling in home visits for
generating proposal quotes? Yep. Yeah.

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And so that's the thing, I mean, it's,
it, it puts them at great ease. Right?

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Because

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our call center does a great job.
They're all amazing, amazing reps on

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the phone. So they're very friendly and
very personable. So that's barrier one,

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barrier two, they see the rep, you know,
when they come out and then, you know,

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post appointment. So, you know, we used
to follow what we call in our industry,

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a one call close model, which, you know,
would be, you know, chat, you have to

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buy windows tonight or when I leave the
house, the price magically goes up

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$10,000. So you better buy right now.
So we moved away from that. And so our,

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you know, we'll still have people that
buy the first night because they,

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they've researched and they know us and
they're, they're, they're not getting

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any other quotes, but most of our
appointments are what we call basically

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two steps to where we're going back out
a second time. So our initial video

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that goes out post appointment is um
basically providing their quote and

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kind of a recap what we talked about
that day. And so again, it's it's been

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so well received because it allows us
to take the pressure away. It allows us

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to stay in contact with the homeowner
at a different level and just build a,

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build a deeper bond with them. Have you
had specific, have you had feedback

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from customers about your process? Oh,
yeah. Yeah. I mean, pe people love it.

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I mean, it's, you know, hey, it was
great to see Heidi, you know, in the

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call center and actually know who she
was. Uh, we, we have tons of stories of

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people, you know, we walk into the
house and they have their articles from

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the website printed off that we've,
that we've sent to them, you know, that

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they, they've been researching them
highlighted and stuff and so it just

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makes the, the interaction with the
sales rep so much different, you know,

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in the home. But yeah, people, people
love getting the videos, man. I mean,

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we, we, we have a very, I mean, our,
our open rate um, as far as getting it

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via taxes in the high nineties, I would
think it was like 96% as far as people

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actually open the video and then our
engagement with at least one article or

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one piece of content is in the high
eighties.

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Did you, were you, you were tracking,
um, is it, is it something you were

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tracking,

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uh, appointments accepted for in home
visits? Is that um, yeah, so we, we, we

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look at appointments set. So, so again,
the video that doesn't necessarily help

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a lot with the appointment being set,
it helps with the retention of the

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appointment. And so again, we've post
appointment being set. Our, our

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cancellation rate is, is, is incredibly
low. Um Typically, our industry, you

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know, has a 25% of cancellation rate
that we're, we're, we're ok with and so

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we're, we're in the, you know, sub 10,
about about 99 to 8 8% cancellation

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rate from the appointment being set to
the time ourselves up runs it.

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Is that something you, you could
quantify before and after video?

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Absolutely. Yeah. And, and we were, we
were in the twenties, I mean, we, we,

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we literally cut it in half twenties to
tens. That's huge. That's more

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opportunity. Absolutely.

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That's great. Yeah. And in, in the
season we're in now too, right? I mean,

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it's just, it's a weird economic time
and so, you know, we like everybody

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else. I mean, we're, we're struggling
to get leads in the door, right? I mean,

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it's just, it's tough, it's expensive.
And so by leveraging video though, it,

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it allows us to truly maximize every
opportunity. And so we've started

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leveraging video now going back to
appointments that were I'm sorry, leads

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that came in that we may, we may maybe
never converted into an appointment and

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just doing personalized videos to those
and trying to rehash those. And I mean,

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there's just, there's so many ways
we're not leveraging video now that we

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have plans for leveraging in the very
near future.

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Yeah, it's it's that uh grabbing
attention, building trust and rapport

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showing transparency. These are all the
things that are that video helps out

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with. For sure.

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Are there additional features? I I want
to ask this question or improvements

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you'd like to see with quick page? Like
what would help you guys be even better?

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I think you had mentioned or maybe it
was Mike Delao, you sent to us. That is,

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I think I'm pretty sure it was him.
He's like, hey, if you guys can like

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figure out the proposal and getting
this signed off inside a quick page,

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like we would, that would be a big
feature improvement and we would use

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you even more. Yeah, I, I would say
that that'd be, that'd be a nice have

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and I, yeah, I know Mike's selling
process pretty well and so that would

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definitely be very beneficial for them.
Um And his company, um I'm not sure it

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would be huge for us, you know, I, I
think for me is, you know, where the

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process, I think I told you when we
talked, you know, earlier is we're in

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the process of looking for a new CRM
for our uh for our um business. And so

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obviously, the new catch phrase is like,
hey, what's part of your tech stack?

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And so, um you know, we got to narrow
down to three Cr MS right now. And so

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that'd be the biggest thing for us is,
is, is how do we integrate and, and how

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do we make quick page part of that CRM
to where it's because we have so many

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ancillary platforms and tools right now,
we're always hopping in and out of

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platforms. So that'd be the one thing I
think that would be the biggest for us

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is how do we integrate quick page into
the into the CRM that we we, you know,

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select and there, there, there, there
are three very big ones. So it should

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not be a hard. We got you, we got you,
we're doing integrations like our

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integration team is working around the
clock. So we got you. Uh I can't wait

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to, to help you with that as well. Yeah.

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What OK. Two last questions, I mean,
they kind of let's see what specific

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pain points in the home improvement
industry does the use of video address?

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Yeah. So the, the the biggest thing and
again, I'm not sure that certain people

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would agree with me, but, but for me,
the relational side of things is huge.

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Um It, it breaks on that barrier and
you mentioned transparency, which is,

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which is one of my favorite words. Uh
We're, we're really, really bad about

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it in this, in this industry and I know
your background with, you know, car

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sales and stuff is, is is very similar,
right? Is, is they're known for not

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being transparent. Um And so yeah, that,
that's really the thing for me man is,

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is this the transparency. Um you know,
we talk a lot internally about being um

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relational versus transactional. And so
our desire is to build a rating fan

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that sticks with this long term, right?
And, and so, you know, our growth model

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is not to grow geographically. Our
growth model is to continue to add

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additional services that are beneficial
to the homeowner. So if I have a great

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experience with you from the very first
time that you call when I'm in your

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home, when I do the install and get
leveraging the video across all those.

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I built a relationship with you and
you're going nowhere. You know me, you

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like me, we did great work for you. And
so, I mean, we're, again, I hate using

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the word family but I mean, that,
that's the relationship we want to

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build where people are just raving fans
about who we are and what we do in

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video bridges, that gap so easily. It
really does. And you, I like what you

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said earlier, how your team will do
some creative things with the videos.

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It's people wanna do business with a
person, they wanna do business with

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someone who has a personality, they
don't wanna do business with the

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company, they don't wanna be sold, they
don't want anything scripted. It's kind

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of why we stayed away from some editing
tools. It's like just speak from the

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heart and they're gonna, they're gonna
go with you.

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I'll send, I'll send it to you not to
cut you off. I'll send to you after the

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uh our, our call. But one of my
favorite videos I've actually, it's

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part of my presentation when I actually
talked about you guys, which again, you

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knew nothing about. So we talked. But,
um, one of my favorite videos is from

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our sales rep and it is post
appointment and he was, he was, he was,

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uh, presenting doors to the homeowners.
So it's very hard to demo a door in the

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home, right? You have maybe a cut away
sample some pictures. So after his

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appointment, he, he drives up to our
showroom here, we have a bunch of doors

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and he records like just the most
fantastic video of the home or a minute

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and a half video. He's like, hey, when
you walk in our showroom to the left

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hand side, you'll see all of our door
samples. Here's the door you were

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looking at, hey, please stop by, you
know, come check this door out and I

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mean, no one asked them to do that
again. It, it's getting creative and of

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course, and that, I mean, that that
appointment resulted in a sale. I mean,

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that homeowner was just blown away at
the fact, I mean, they came up the next

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day look at the door and, you know,
contacted Rob our sales rep and, and,

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and bought from him. And so it is of
the big things. Yeah, man. Absolutely.

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And so it, it's, it's how do you show
it off? How do you show that man? This

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guy went the extra mom and he went back
up to his showroom that half way across

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town and, you know, made sure I knew
where the door were at and, you know,

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because I go look at him and touch him
and feel him myself. That is a great

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story, you know, video because so if
you were using video

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in the customer's mind, it feels like
the extra mile VIP treatment when

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really it's cutting, you know, it's
cutting time down for you guys. It's

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making your process more efficient and
it's, it's just faster. I, I prefer, I

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mean, obviously there's still a place
for text and emails and whatnot, but

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you're building that relationship,
there's nothing more powerful than a

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video and you communicating your
confidence, your personality, your

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certainty, all the things that you're,
what's your sales people can use all of

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their skills. Yeah, in our, you know,
our, our sales reps much like anybody

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in this industry that 100% commission,
right? And so, you know, they'll get

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between two and three appointments a
day. Why wouldn't you take three

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minutes of your life to like increase
your closure by eight points? I mean,

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that's just, it's ludicrous. Right. I
mean, I mean, if you don't leverage the

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video, you're, you're just missing out
on your part. I mean, it's three

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minutes of your life to, you know,
increase your revenue. I mean, come on.

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Why, why wouldn't you do it? Well, the
fear of video I think is still, you

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know, and 100%. Have you seen that with
one? Well, I, I typically men don't

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really admit to the fear of video,
they'll make another excuse up. But

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when it comes down to it, it is that
self image thing video feels like it's

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something permanent out there. Have you
seen this? And what do you, how do you

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coach people to overcome that? Yeah, so
it's really twofold, right? Yeah,

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because we did see it right? Because
because initially the problem we ran

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into is these guys are recording what
we call what I call Evergreen videos.

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It's, it's, it's generic enough to kind
of feel personal, but we're not

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mentioning anything personal about them.
And so, you know, a lot of our guys

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would set up, you know, their camera at
the perfect angle. So you avoid the

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double chin and the, you know, the the
the the selfie mode that kind of scares

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you when you flip it on your phone by
accident. And um you know, it was just

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one coaching that better understand
angles and, and doing role playing. I

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mean, one thing our sales leader does a
great job of is he's, I mean, he

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facilitates role play for three hours
every Thursday with our sales team. And

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so making video recording part of the
role playing was, it was a big part of

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it. And, you know, it sounds silly and
maybe, and heavy handed. But it's, it's,

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it's a nonnegotiable. Right. It's, it,
it's, you know, we, we're providing you

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these leads, we're swinging of the
company's money to provide you with

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these leads. Like this is the one thing
we ask is, is make sure that you take

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the time to do a personalized video,
both pre and post appointment and it

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becomes easier over time. I do remember
that myself and I always try to

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remember that so I can relate to the
newest person doing video because it is

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a struggle. You overthink that little
guy in your head starts taking over and,

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and uh so my thing is the way I help
people is like you have a delete button,

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you can delete that thing. Don't know
in your mind, you're making a video,

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just be yourself and you can always
delete it if you don't like it and that

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really takes pressure off. Yeah, it
really does. Yeah, I'm gonna steal that

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one. Yeah. Uh big time and I, I sat in
a park one time. I was, I was trying to

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share, I, I got part of a mastermind
and I was gonna share with they were

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super in, you know, in my mind I put
way up on a pedestal and I wanted to

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talk to him about quick page and I sat
in a park for, I don't know, maybe four

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hours. I made 300 videos, swear to you.
And I'm like, I'm the one that created

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this stupid tour. And I finally, I'm
like, how am I gonna? Like, I just

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deleted 300. I can delete the next one.
Maybe I just try being myself. That was

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the thing that just changed my life. So,
something so simple. Um What advice?

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Last question, what advice would you
give other home service companies? I

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know you're doing this uh, service
companies considered to adopt quick

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page video.

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Yeah. So for any company not in San
Antonio that's selling one that's in

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Georgia. No, no, II, I love competition.
No, I mean, it's here, just do it. I

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mean, it's, I mean, like you said, I
mean, we think of so many excuses,

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right? It's hard, it's cumbersome. You
know, the team's not gonna like it and

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it's not my quote man. But pick your
hard. Right. Right now, it's hard to

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get leads right now. It's hard to close
deals. Like, like why would you not

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take a minute of your day to three
minutes of your day to, to increase

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your odds and, and close any more deals?
I mean, it's just, it's a no brainer.

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So, I mean, it's just, I'm a no
nonsense, no sees kind of guy and it's

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just like, just, just go out there and
start doing it. I mean,

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it's probably one of the most user
friendly platforms out there as far as,

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I mean, our, our, um, sales guys are
not tech savvy by any means and the

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fact that they, they can all use it
very easily. I mean, it's, it's, it's,

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yeah, it's just a no brainer.

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Ryan. Thank you so much for your time.
This I love the way that you spoke

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about. Uh your your replies, your
answers were just really awesome and on

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point, truly, truly appreciate you. If
there's anything that we can ever do

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for you, just let us know if you ever
want to invite me to anything I'm here.

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Well, that will that happen? Yeah. Yeah,
for sure. And I just thank you and

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we're, we're all ears listening to what
you guys want when you get to that

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point in the CRM. And if you want some
like our, I would put our, our tech

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team, uh our product team up against
anyone. I really shine. We might be

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lacking in some other areas, marketing
wise, but telling our product and our,

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our dev team is solid. So if you ever
just, hey, can we do this or you have

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00:20:25.619 --> 00:20:30.810
any questions about some technology?
I'm sure you got a team but uh run it

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00:20:30.819 --> 00:20:35.949
by us is another voice for direction.
So to you man, have a great day. Thank

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you for your time. Take care, talk to
you soon. Bye.

