In this video, I answer questions from a private Co-Pilot CRM Goals Session, covering topics like upselling strategies, tax tips, subscription pricing, and managing your team effectively.
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Timestamps:
00:00 - Introduction and Goals Session Overview
00:04 - Should you pitch upsells at the start or over time?
05:11 - For taxes, should I buy new equipment or wait?
07:37 - Managing subscription pricing for inconsistent services
12:59 - How to incentivize workers without causing future issues
16:11 - Best practices for keeping workers during the winter
22:20 - Advice on ensuring timely client payments
29:05 - How to collect customer cards on file
33:05 - Weekly vs. monthly billing: Which is better?
34:59 - Customizing auto-pay in CoPilot
36:56 - Thoughts on hiring friends
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