• BadAss Tech Pt. 3: Facebook and Google Automated Replies - Client Communication Streamlined
    May 1 2024

    Welcome back to another episode of Channel Automation, where we gear up to unravel the complexities of lead conversion and explore cutting-edge solutions in business intelligence.

    In this three-part episode Hosts KC Urias and Vic Sun will unpack how this tool transforms messy data into a streamlined dashboard that's not just easy to understand but also customizable to fit unique business needs.

    Whether you're in upper management or just tuning in from the call center floor, this tool promises insights that can revolutionize your approach to marketing and lead handling. So, gear up for an informative session that will leave you looking at your data in a whole new light.

    Meet with the Channel Automation Team:
    https://channelautomation.com/

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    20 mins
  • BadAss Tech Pt. 2: The HumAIn tool for Human Experts - Next Gen AI Assistants
    May 1 2024

    Welcome back to another episode of Channel Automation, where we gear up to unravel the complexities of lead conversion and explore cutting-edge solutions in business intelligence.

    In this three-part episode, Hosts KC Urias and Vic Sun will unpack how this tool transforms messy data into a streamlined dashboard that's not just easy to understand but also customizable to fit unique business needs. Whether you're in upper management or just tuning in from the call center floor, this tool promises insights that can revolutionize your approach to marketing and lead handling. So, gear up for an informative session that will leave you looking at your data in a whole new light.

    Meet with the Channel Automation Team:
    https://channelautomation.com/

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    28 mins
  • BadAss Tech Pt. 1: CHAU and GECKOBOARD - Analytics made easy
    May 1 2024

    Welcome back to another episode of Channel Automation, where we gear up to unravel the complexities of lead conversion and explore cutting-edge solutions in business intelligence.

    In this three-part episode Hosts KC Urias and Vic Sun will unpack how this tool transforms messy data into a streamlined dashboard that's not just easy to understand but also customizable to fit unique business needs. Vic will provide clarity on how these visualizers help track message performance, enhance decision-making, and improve overall campaign efficacy. Whether you're in upper management or just tuning in from the call center floor, this tool promises insights that can revolutionize your approach to marketing and lead handling. So, gear up for an informative session that will leave you looking at your data in a whole new light.

    Meet with the Channel Automation Team:
    https://channelautomation.com/

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    14 mins
  • The Power of Streamlined Customer Outreach with Brian Rudd
    Apr 11 2024

    Learn more about our guest: https://www.linkedin.com/in/brian-rudd-5b26351a/

    We’re back! In this episode of Channel Automation, we submerge into the world of home improvement with Brian Rudd, the force behind Vista Home Improvement.

    Join us as we discover how Vista differentiates itself from the competition, not just through cutting-edge marketing techniques, but also through a culture of communication and extreme ownership. Brian shares the secret behind Vista's stellar customer outreach and how they're leveraging AI and technology like chow to upend the traditional contact center approach.

    Learn more about Channel Automation:

    Website - https://channelautomation.com/

    Email - hello@channelautomation.com



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    23 mins
  • Mastering Commercial Property Maintenance with David Kirk
    Mar 7 2024

    Learn more about our guest:
    LinkedIn - https://www.linkedin.com/in/david-kirk-ppm/

    In this episode of Channel Automation, we engage in a compelling conversation with David Kirk, Vice President of Sales at Preferred Property Maintenance, on the unique challenges and strategies in property maintenance.
    David provides valuable insights into the commercial property maintenance industry and how they manage client needs, safety concerns, and the importance of maintaining strong client relationships. He also delves into the use of AI in client communication, the significance of liability mitigation, and the essential role of maintaining commercial properties. Tune in to gain valuable knowledge and practical advice from David's expertise in this episode of the Channel Automation podcast.

    Learn more about Channel Automation:
    Website - https://channelautomation.com/
    Email - hello@channelautomation.com


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    22 mins
  • Building Strong Teams for Home Service Success with Ruben Ugarte
    Feb 29 2024

    Welcome to another episode of Channel Automation, the podcast where we decode the intricacies of technology and marketing automation for your business. I’m your host, KC Urias, and today we're diving into the vast ocean of compliance and efficient lead conversion techniques that are reshaping the industry.

    On this special episode, we're honored to have Ruben Ugarte, the general manager of home services at Active Prospect, joining us to share his wealth of knowledge. Ruben brings to the table extensive experience from media purchasing for a large residential solar company to hands-on sales in the home service sector. Holding the frontline at Active Prospect, a platform renowned for being a protective layer in front of CRMs, Ruben deals with a spectrum of professionals, from marketing directors to CEOs, and he has unique insights into the changing landscape of the industry.

    We'll be discussing the current focus on TCPA compliance, spurred by new FCC rulings, and how the introduction of Ping Pick Post technology is poised to revolutionize lead generation. Ruben will also share his perspectives on the challenges faced by marketing and technical teams, the importance of compliance, and how embracing technology like automation and data analytics can drastically enhance marketing strategies.

    Get ready to explore how these developments are leading to a better system, what they mean for consumer interaction, and why a cohesive collaborative approach between your marketing, sales, and operations teams is critical. Ruben also underscores the significance of building a strong marketing team, the right kind of leadership, and how a positive company culture can drive success.

    Join us as we delve into this conversation, packed with insights that promise to be instrumental to business owners, marketers, and anyone in the home service industry striving for compliant and effective practices.

    Don't forget to connect with Ruben for more resources, and make sure to subscribe to Channel Automation for more tips and industry know-how. Let’s get started!

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    29 mins
  • Innovations in Home Improvement Marketing with Sarah Nelson
    Feb 15 2024

    Welcome back to Channel Automation, where we delve into the fascinating world of digital marketing and its ever-evolving tools and strategies. In today's episode, we sit down with the insightful Sarah Nelson, a digital marketing specialist from the reputable Texas-based company, Expo Home Improvement.

    With over 24,000 customers since 2006, Expo Home Improvement is known for its exceptional bathroom and window replacement services. Sarah, who is at the forefront of marketing automation at Expo, shares her passion and predictions for trends in email and text marketing over the next decade. We dive into the communication shift from phone calls to newer methods, examining generational preferences and trust building in the home improvement industry.

    Sarah and I navigate the potential pitfalls of over-automation and the balance needed to enhance customer experiences rather than detract from them. Together, we unwrap the science behind decision making in marketing, relying on data over gut feelings, and the role of a content calendar in maintaining brand consistency, while staying nimble enough to seize trending opportunities.

    We stress the importance of simplicity in campaigns to forge a genuine connection with customers and discuss the delicate balance between showcasing marketing materials and the perceived value of a salesperson. Also, we reveal how segmentation in digital marketing can lead to increased personalization and relevancy.

    Later in the conversation, we turn our attention to the exciting avenues social media presents, particularly platforms like TikTok, for the home improvement sector. Not only do these platforms offer lead generation and brand awareness opportunities, but they also allow businesses to build trust through testimonials and vivid visual content.

    Embracing the nuances of paid and organic content, Sarah underscores the selective targeting of ads, organic value, education, and entertainment as critical for resonating with the right audience. Moreover, we delve into the significance of leveraging data analytics to gauge campaign success and the importance of organizational strategies, such as time blocking, to review and act on campaign performance.

    However, we challenge the narrow perspective that marketing is all about lead generation, highlighting the multifaceted nature of brand awareness and engagement metrics for determining campaign efficacy.

    So, whether you're an automation enthusiast or a marketing professional looking to fine-tune your strategy, this episode is loaded with insights that will undoubtedly elevate your understanding and execution of digital marketing. Stay tuned for this engaging discussion with the brilliant Sarah Nelson, and as always, we invite our listeners to engage with us and share their feedback — your input is what shapes our journey here at Channel Automation.

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    29 mins
  • The Cultural Shift to Automated Success in Sales Teams with Rob Cass
    Feb 8 2024

    Welcome back to Channel Automation, the podcast that dives deep into the world of optimizing communication and processes through automation. I'm your host KC Urias, and today we have an exciting episode lined up for you.

    In today's episode we're thrilled to welcome Rob Cass from Paramount Builders. Prepare to be enlightened as Rob shares his unapologetic stance on the transformative power of channel automation, leading not just to efficiency, but enriching the pockets of those who embrace it.

    We'll hear a captivating story about Alexa, an employee whose initial struggles with channel automation morph into triumph, illustrating Rob’s strategy of starting small and letting results speak louder than words. Rob discusses the hands-on journey to integrating these systems, revealing how it replaced two salaries by enhancing communication and driving sales up by a staggering $200,000—all without pouring more money into leads.

    Rob is here to demystify the art of making meaningful customer contacts, stressing the benefits of slowing down, leaving effective voicemails, and utilizing technology in diverse ways to truly connect with customers. With KC Urias joining the conversation, the two discuss honest, respectful communication and the importance of treating customers like people, not targets, to foster trust and loyalty.

    Today’s dialogue is set to challenge your perceptions, encourage patience, and offer an insider's look into the successful introduction of automation in a traditionally manual labor-focused industry despite initial resistance and skepticism.

    So, get ready to take notes as we uncover the true potential of channel automation, the wisdom of stage implementation, and the critical role of continuous improvement in shaping the future of lead conversion. Don't forget to engage with us by leaving your comments, emailing your thoughts, and subscribing for more marketing insights.

    Let's tune in and transform how we connect with our audience and team members through the visionary leadership of Rob Cass.

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    30 mins