Jonathan Zacks: Solutions for Efficiency

In this episode, Steve Fretzin and Jonathan Zacks discuss:

  • Finding a solution for efficiency.
  • Automation for better running your business.
  • Apps and programs to make your life easier.
  • Focusing to improve communication with your customers and employees.

Key Takeaways:

  • Technology is constantly changing. Take advantage of it for solving the problems it can solve, but don’t assume it can solve all of your problems.
  • GoReminder is built to help eliminate no-show appointments.
  • Set your review request up automatically with a feedback request from your client. You can send them to a review site for good feedback, and directly to your office for bad feedback.
  • Make 2023 the year of one thing. You don’t have to do 20 different things to make everything work.

“There are certain problems that people just don’t realize that technology and automation specifically can solve.” —  Jonathan Zacks

Episode References: 

Superhuman: https://superhuman.com/

Connect the Dots: https://ctd.ai/

Zapier: https://zapier.com/

Good to Great by Jim Collins: https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996

Connect with Jonathan Zacks:  

Website: https://www.goreminders.com/

LinkedIn: https://www.linkedin.com/in/jonathan-zacks/

Twitter: https://twitter.com/jozacks

Instagram: https://www.instagram.com/jonnoz/

Get Your FREE Guide on How to Maximize Your Appointment Show Up Rate: https://www.goreminders.com/appointment-show-up-maximizer

Thank you to our Sponsors!

Legalese Marketing: https://legaleasemarketing.com/

Moneypenny: https://www.moneypenny.com/us/

Practice Panther: https://www.practicepanther.com/

Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Facebook: Fretzin, Inc.

Website: Fretzin.com

Email: [email protected]

Book: Legal Business Development Isn’t Rocket Science and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911

Show notes by Podcastologist Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it.

FULL TRANSCRIPT

SPEAKERS

Jonathan Zacks, Narrator, Steve Fretzin

 

Jonathan Zacks  [00:00]

There are certain problems that people just don’t realize that technology and automation specifically can solve.

 

Narrator  [00:11]

Your listening to be that lawyer, life changing strategies and resources for growing a successful law practice. Each episode, your host, author and lawyer Coach Steve Ritson will take a deeper dive, helping you grow your law practice in less time with greater results. Now, here’s your host, Steve, Brett said,

 

Steve Fretzin  [00:33]

Hey, everybody, welcome to be that lawyer. I hope you’re having a lovely day today. For me, you know, the end of the year, and it’s we’re just getting down to crunch time, you know, how are we, you know, wrapping things up? How are we taking care of our clients? Most importantly, how are we setting our plans up for next year? And so whether you’re a planner or you’re someone that just is into habits, whatever the case might be, it’s really good time to start, you know, considering, you know, how are you going to make it happen in 2023. So, with that being said, that’s what the show is all about. Be that lawyer helping you to be that lawyer, someone that’s, you know, confident organized in a skilled Rainmaker. If you’re hearing this show for the first time, welcome, happy you’re here. You know, certainly go back and check out some previous episodes. If you’ve been listening for a while, you know, my goal is to continue to bring you new and interesting people. Today’s no different I got Jonathan wait in the wings, Jonathan, how you doing? Good. Thanks. Good to be here. Good to see you, man. And obviously have to take a moment to thank those sponsors legalese money, Penny and practice Panther, all who you’ll be hearing about in a few minutes, but they are amazing. Love them. And Jonathan Zox you’re the founder of go reminders, and your quote of the show, and some of you are the nerds out there gonna know exactly what this is. Do or do not do. There is no try. Does that hit that I get that quote, right. And I screw that up?

 

[01:47]

I think it’s do or do not there is no try. Okay. Do you want? There was no trunk? But yeah, yeah. All right. Well,

 

Steve Fretzin  [01:52]

we have Yoda thank for that. So for the Star Wars science fiction fans. That’s what it is. But you’ve got an interesting twist on it. What’s that twist?

 

[02:00]

Yeah, so I’m not even a huge Star Wars fan. But it’s just that quote, it’s just so embedded in in like culture. So in any case, yeah. I mean, for years, I would struggle with this idea that I that I’d have to figure out the right thing to do in business, really in life, but like the right in business particular, before I actually do it, before realizing that because I was like, I don’t want to try it until I know that it’s going to be successful, this marketing tactic. And this automation thing is gonna save me time. Is it not? Is it going to be a waste? And it’s like, oh, I don’t actually have to figure that out. First, the way to figure out a lot of this stuff is just by trying. Okay, so now I’ve just reframed doing as like trying, you don’t have to know for sure whether it’s going to work. Try it. And that is way better than more research in many situations and inaction.

 

Steve Fretzin  [02:49]

So the quote should be Do or do not screw that. Just try. Yeah, so everyone that’s on Star Wars fan just cringed, hearing me say that and totally destroyed Yodas. Quote, I think you’re right. And there’s a lot of lawyers listening that, you know, get what’s called analysis by paralysis for paralysis by analysis, right? We’re just overthinking every single thing. LinkedIn, networking, marketing, business development, automation, Should I try it? Should I not try? Look, you’re gonna make mistakes. The key thing is that you get smarter as you make mistakes, if you learn from each mistake, and I try telling that to my teenager, and you don’t wanna hear nothing about that. But like, it’s okay, Andrew, you’ll just you’ll make you made a mistake, and you won’t make it again, then he does, like, Okay, well, maybe that’s out the window. But generally, you know, us humans, adult humans, we do we learn from mistakes, we try things, we see what works, what doesn’t. And then we either lean into it, or we realize, look, that wasn’t something and I’m the master of that. I’ve done all kinds of businesses and marketing things and all this stuff. And it’s a lot of its failed, but it’s all led me to where I am, which pretty good. Yeah. 100% And that was he going off on a rant there, Jonathan. Listen, man, do me a favor and everybody a favor and give us a little bit of a background on you and your intellect, technology and automation and helping people to just be more efficient. So give us how the heck do you get into that?

 

[04:14]

Yeah, so I started my own business right after I graduated college, and started helping people with computers in their homes, and built that into servicing businesses. Basically anything technology that businesses need to do if my clients needed it, and it was close enough to other stuff that we did, we expanded our services, basically becoming an IT department and web development shop and some digital marketing agency for other small businesses. Yeah, I had a computer science degree but used very little of that theory. In definitely most of my business stuff that had nothing to do with that. A little bit of my coding had to do with that. But I say, you know, it really gave me confidence that I knew technology, but that was pretty much it. And it was basically, yeah, just like necessities, how to start my business. And from there, I really wanted to start a software business. So started a bunch of side projects and one of them took

 

Steve Fretzin  [05:10]

off. Was it easier? Was there a point that you found was challenging in, you know, obviously coming out of college? And then, you know, going into your business? Most people don’t do that, right. That’s a scary thing. How did you get the kind of the, you know, the coup yawns to to go do that?

 

[05:26]

Yeah, so graduated at a tumultuous time for technology, it was right after the.com bubble had burst. So I graduated in 2002. And it had kind of bursty, you know, over the past previous year or two. And when I was in, you know, those previous years, it was like, Yeah, I’m like, good enough that coder. I’m not a hardcore engineer, but I’ll get a job at some fancy startup or some big company, like they’re just need engineers and programmers. And then it was like, oh, like, hitting a brick wall of like, Nope. You know, I was driving across country, I thought I was going to even take a year early from college. And my as I got across country, my friend kept being like, I can definitely get you a job to I think I can get you a job to I probably can’t get you a job, but maybe you can get a job. It’s like, I don’t know if he Yeah, so like, it was like, Oh, no. So looking at my job prospects, I was like, Well, I’m really good at helping people with their computers. And yeah, I don’t know, what would have happened if I graduated a couple years earlier, probably would have just gotten laid off and started my business two years later, but essentially, put up signs around town and then started getting customers.

 

Steve Fretzin  [06:31]

Well, things just kind of happened for a reason, don’t they? Or if they don’t happen for a reason they happen. And then we have to reason with them. There. I just came up with that, quote, write that down, day out is pretty good. Holy mackerel, that was actually pretty good. But one thing that I’m interested in, because I know you have this IT background, but obviously with this with your business go reminders, there’s an automation, there’s a technology, efficiency sort of platform that you’ve created. So talk talk to me about why generally professionals struggle with efficiency where you’re fighting, that you wanted to go out and find a solution for that. Yeah. So

 

[07:03]

you know, I’ve always been positioned in my businesses at the crossroads of humans and technology and trying to help people in convenient, easy to use ways interface with technology. So there are a lot of people who just are intimidated by technology, that they’re like, Ah, I’ve heard of this, but it’s gonna take a lot of time to set up, or it might take me just as much time to use it as it saving me and they just don’t know. So they just don’t dip their toes into it and try it. I mean, often when they do they realize, ah, this was way easier than I thought, or they pick the wrong program, or the wrong system. And it’s not, but there’s a lot of fear around technology. And then there are certain problems that people just don’t realize that technology and automation specifically can solve. So you know, with with no show appointments, which is the main problem that we’re tackling. There’s this weird situation where there’s a lot of relief around a no show, someone doesn’t show up. It’s like, oh, I got a free hour. And it’s like, in the moment, short term, how you feel is way different from when you zoom out and think, Oh, 10% 20% or more, if you’re having a high no show rate, like I could actually be having such a bigger business and saving time, more revenue. And so you might not even think it’s a problem in many cases. And then you might think, Okay, well, what are my options, I can just like call or text people manually, and you might not realize that there are ways to automate a lot of these problems, such as the ones that we automate.

 

Steve Fretzin  [08:31]

Yeah. And I mean, I feel maybe the opposite that, yes, I have a free hour. If I get no shirt. It doesn’t happen that often. But when I do, I’m just mad that someone committed to something and then blew it off. Right. And now they might have a great reason. Like, you know, they were, you know, in a car crash, or hopefully, it’s a good reason, like a car crash, right? Like they’re dead on the side of the road. Right. That’s, that’s why people should be missing meetings with the their debt. That’s why right now, but usually, it’s because they get overwhelmed with their day. And they realize of all the meetings they have, they’ve got to get rid of something. And I’m not necessarily maybe I’m not putting money in their pocket the way someone else might be if it’s billable hour, for example. So but I think that there’s also some rudeness in, somebody’s not emailing early on or giving you some notification that they’re going to be missing. And I get frustrated with that even more. If somebody’s going to reschedule with me. I’m usually cool with it. But it’s when they just know show me that I get a little bit you know peeved? Yeah, yeah.

 

[09:30]

And I mean, it’s an emotional thing on all sides. Because if someone knows they’re probably and they want it to be there, they’re probably annoyed at you for not sending the right tips or reminders or even if it might be irrational, they’re probably annoyed themselves and they’re misplacing that anger on you. And it’s just like, it’s a bad scenario. So the as you said, like, you don’t get a lot of no shows. And I suspect, you know, DNS, it has to do with your type of business and reminders that you send out and so on and so forth. But for people who get a lot of no shows It’s often like, hard to pinpoint why it is. And it’s not always the same person. It’s often legitimate, as you mentioned, legitimate reasons. And so but automation can can’t solve the car crash problem, but it can solve the oh, shoot, I wish I looked at my calendar two days ago. And I could have told you when you would have had time to fill this spot, but I’m just so all over the place and did it.

 

Steve Fretzin  [10:23]

Yeah. And I have mixed feelings about technology. And in some ways, it’s made me so incredibly efficient. And people are probably tired of hearing me talk about my remarkable tool or my scheduling system, or whatever it is that I’m doing, like on paper free. And then the other side of is like, I know, I’m, like, somewhat addicted to my phone. I know that I you know, it just, you know, I’m getting a little bit swallowed up by my Tesla and in the technology that’s in there. So I don’t know, how do you feel about technology, like pros and cons, from your point of view? You know, I

 

[10:56]

think that is, we’re at an interesting time. It’s the dawn of so many new habits. And it will be interesting to see how it plays out. I mean, just over the past 10 years or so, it’s gone from, hey, we have all these apps, like, let’s let’s get our two year olds playing on phones to like, Oh, my goodness, why, you know, we shouldn’t have kids on so much screen time. And, and so it’s just like, there’s still so much to develop. And so especially in business, there’s just so much changing. And I think the main thing is that it’s important to take advantage of technology to solve the problems that can solve but not assume that it can solve all the problems. Yeah. So like, it’s not going to magically make people show up. It’s going to, you know, but it can seem like magic. If you’re able to set reminders to go out enough time, so you can fill that slot, then it’s like, wow, every day, I’m basically fooled. I don’t fill I don’t have no shows. It’s not that people didn’t cancel, it’s that they were able to do it at a time enough.

 

Steve Fretzin  [11:57]

Yeah, I think we need to get things automated and out of our heads, I think we have too many things going on. So if I need to remind someone, you know, 48 hours before we meet that we’re meeting and then 24 hours before and then I’ve got to meet with them, then I’ve wanted to maybe thank them after like, right, that’s a lot of time and a lot of work. So I think some of the things that you know what you’re doing and others is really helping to, you know, maybe solidify not only that the meetings, but also, I think maybe you also use it for like maintaining relationships and not forgetting a birthday or forgetting. Like I use my phone forever. Like if your birthday is next week, it’s in my phone. I’m going to be the first one to say happy birthday to you guess what? If it’s not, I don’t know your birthday? I don’t? I don’t think I know, I don’t think I know, five phone numbers. Not joking. I don’t think I know for iPhone numbers. So we really are leveraging technology to kind of take over some parts of the brain. Hopefully, they’re not atrophying too bad. But what are you what are outside of the tool that you have, which we’re going to get into in a few minutes? What are some of your favorite automation tools that you either use or that you that you just think are terrific?

 

[13:03]

Yeah, so I really love the email app superhuman is awesome, is I think $30 a month, I think they’re still in beta, and they still have a waitlist. And it’s really crazy. But it is just and some people can imagine that because you can get Gmail for free $3 a month. Wow. But for my business, it’s just amazing. And I’m pretty nerdy. So I use a lot of keyboard shortcuts, which is one of their their things but just you know, navigating my emails in a way I can just hit a key to to have it remind me and I can. This is what I love about technology, things that that make it easy to interface. For example, I can hit h i think is to I like barely remember because I just do it. But I hit a key to set a reminder. And then I can type anything I can say next Wednesday. I can I just started typing I can do like next space W and it auto completes it there. Yeah, that’s really important because I don’t want to remember what’s the syntax or what’s the date of next Wednesday, I can type you know, next month, 12 weeks, I can do all these things that are in English. And that’s why I love it because I’m not looking to learn the codes to program something to remind me that I’m looking to be like, I can remember one key to remind and then like tell it English when I want it reminded me and then it does. Yeah. Did you

 

[14:21]

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[14:52]

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Steve Fretzin  [15:00]

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[15:29]

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Steve Fretzin  [15:49]

I’ve got one that I liked that most people don’t know about. And it is also in beta. And I think you have to be invited by me. So if you’re listening and you want to be invited to this, let me know, let me know just email me and I’ll send you an invite, but it’s called connect the dots. And I’ve spoken to the people that founded it. And it’s essentially, you know, made as a I believe it’s made as an add an add on to LinkedIn. So if you’ve ever used LinkedIn for networking, but I teach, I’ve been teaching it for years, and the problem is like someone will come to me and they’ll say, Hey, Steve, this is a general counsel that is in your network on LinkedIn, you know, and I go, I have no clue who that is, like, I’ve got 12,000 contacts, I probably know 1000. Well, the rest are all just lawyers and other people that I’ve kind of, you know, come across in my time. And what connect the dots does is it it basically scans your emails, not for the content, but to say, look, you’ve had X number of interactions with these people, if it shows that I’ve had no interactions or very few interactions with that general counsel, that person won’t even show up on the list for connected dots. But if it’s someone I’ve had 20 3050 interactions with emails, then it’s going to show up as an 80% 60%. Like, you know, like probability that I know that person fairly well. So now people are coming to me that aren’t connected dots and they say hey, do you know these three lawyers I’m interested in meeting and I go Yeah, I know them really well. And they know that I know them really well generally because of that of that connect the dots app or a program so it does interface with LinkedIn directly so there’s there’s one that I’m throwing out to the to the world if there if anyone’s interested in that. Let me know. Any other outside a superhuman and connect the dots any other tech tips? We’re talking tech? Yeah,

 

[17:27]

I mean, I love Zapier. I don’t I don’t know if that’s been covered recently. But But yeah, I we use at our business, when you know, if someone is on if I so that I don’t have to deal with have my developers do basic things like okay, if someone switches from this plan to this other kind of plan, we I want a Slack notification. Like I can just do that fully in Zapier Za, P ie r.com. And just like a ton of other things, I’m trying to think of what else slack notifications, I can format the message, things that I used to have to go to my my co founder and my development team to be like, hey, when this thing happens with a user that’s that I want to be alerted. Can you stop creating the next feature and just set up an email alert? To me, it’s like, we no longer have to do that. I just go to Zapier set it up I can then the worst is when they do it, and I’d be like, Oh, I forgot. Can you also include this one thing in the email? Yeah. So Zapier is just saves my dev team a ton of time and just makes it easy that I can, you can automate a ton of stuff for

 

Steve Fretzin  [18:32]

them. Now, any cool phone apps like technology phone apps that you really liked that you’ve got on your phone? You’re going to scroll through them right now, aren’t you? Yeah, I’m

 

[18:40]

gonna I’m on my phone. Right now. I use very few apps. That is one thing I would say about technology is just like I use the apps that I really need, I still use dark sky, which I don’t know, available anymore on the ability repurchased by Apple. So Apple has been integrating a lot of their weather stuff into the Weather app. But I still have both on my home screen. So I love dark skies still, if I want to get an hour by hour percentage of like precipitation chances. Yeah, my other apps are like pretty standard. It’s basically just like Amazon, Google basic apps. Yeah, Spotify. Yeah, tiny beans. I would say if you have kids, and you want to share photos with family that’s been super valuable because it will email into a daily email of any photos that have been uploaded, which is perfect for people who are not on social media, grandparents, or just want a daily email with photos. So tiny beans has been a great piece of technology just for my family.

 

Steve Fretzin  [19:33]

Yeah, very cool. Very cool. I’ve got one called add text. And essentially, it’s an app that allows you to make really quick memes so if you got a picture, you pull it up, you know to put a put a bubble by like a bubble like a speech bubble and you could type in the bubble so like I do that with my cat. And like, you know, what’s my cat thinking right now or saying right now? Right? So you could do that you can, you know, my dog put on slippers which was weird. Like we didn’t put the slippers on dog, the dog put the slippers on, didn’t walk around just like lay there with the slippers got a picture of and I was like, gotta keep those toes, He’s warm. So some of them are just for friends. I’m not necessarily you know, sending people for business. But I

 

[20:13]

will say one other app, not an app that I use, but a feature in in settings in on an iPhone is settings, keyboard and then text replacement somewhere in there. I use that as sort of a simplified Text Expander, which you might have heard I don’t use Text Expander these days, one of my team members does, he loves it. I’ve used it in the past, it basically is like you could set shortcuts, you know, I do like EJ Oh, and then I’ll type out my email address. So you can do a lot more in TextExpander. With the built in iOS keyboard settings, you can just set so like it always misspells my wife’s name, I have no like Mr. G S n is not Meghan like, so I went in there and set it to that. And I have various other shortcuts that just, you know, will type out long things with just, you know, a three letter code, things like that. Okay. Well, let’s

 

Steve Fretzin  [21:03]

move to like the main course, which is, you know, you’re working with businesses to help them with strategies for room, you know, for reminders for setting appointments, and making sure those appointments happen. And I know, for example, like, you know, there’s certain types of appointments that lawyers have, especially I would say, divorce and maybe estate planning where they might get ghosted more than than others. But it’s still something that we want to avoid. I mean, at all costs, if there’s a way to avoid getting ghosted and missing that hour meeting that could potentially, you know, be a new client, we don’t want to lose that. So tell me about go reminders, what it is and how it works. And then I’m sure I’ll have some

 

[21:41]

follow up questions for you. Sure. Yeah. So we are so you know, really laser focused on cutting out no show appointments. So in terms of so that’s a perfect example, you have a group appointment. So you have an attorney, maybe two attorneys, and two people, let’s say that’s four people right there. So if you, there are times when one of those four people might mess up and honest mistakes. But if you can tell that ahead of time, you can save all those people time, or if the person is going to ghost, but they’re going to tell you or they’re just not going to show up. If you can have some means of communication about the appointment, you can find out and not waste everyone’s time for the appointment. So yeah, so go reminders, that’s the problem, we have built our solution to fix. And so we have automated text message reminders that can go out at different times, you can basically we built it. So it’s easy enough that you can sign up and in 30 seconds, you’re adding appointments, and your clients are automatically getting reminded. If you want to edit it and change it has very powerful settings that you can customize. You can say you know what I want this message to go out a week when the appointment is booked. I want a different message to go out three days before asking for confirmation. And I want it yet another message going out an hour before just to remind everyone in case they’re engrossed in something else that they just don’t forget that we have we

 

Steve Fretzin  [23:03]

Real quick though, does it attach them to my calendaring? So like I have Google Calendar, and I set a meeting with you for a podcast. Okay. Yep. So then there’s so then I would set it up within within go reminders so that you would get reminders about the upcoming podcast episode. And then

 

[23:20]

yeah, so so the way that works is essentially it becomes your calendar of record, it syncs to instantly to Google Calendar. So let’s say you have your personal appointments and Google Calendar, you can automatically sync to that. So when you’re looking at your personal calendar for things, they all show up together, but all your appointments for your business, get set up in go reminders, and then we have you can even do no reminder appointments, and those don’t get counted toward your appointment limit, if you just want to block out time for various reasons. But yeah, so you enter you either enter appointments in go reminders yourself as the business owner or a team member at the staff member at the business. Or you can use our online booking feature, which allows you to send a link out to people and your clients can book appointments themselves, we have a unique feature that allows you to do it sort of in a in request mode. And so it allows people to select three different times and present them to you. And then you get to either pick one of those or your to find them all or choose a different one for that request. So we have online booking we have the ability to send out messages after an appointment. So follow up messages we call them. And so usually those are asking for feedback, although they might be reminding people to do in the next appointment or anything else on a timed interval. So if it’s asking for feedback, if the person says good feedback, then it asked them for our view either on Google Maps or wherever the business wants reviews we have and so it’s it’s we have a lot of this other functionality, two way texting, mass tacks, mass emails, but it’s all built for for businesses that have appointments that have problems with no shows. And so all of this functionality is like how else can we help people save time and increase their revenue other than just, you know, reminding people,

 

Steve Fretzin  [25:05]

right? Got it. Got it. So where is this one of those software’s where you kind of start at one place, and then it ends up going in a lot of different directions, because you just keep thinking of things that we’re getting feedback on things that people need, and you just keep adding them.

 

[25:18]

Yeah, essentially, yeah. We’re still solely, we’re still learning not solely, but it’s just a laser focused on that same type of customer, right? How can we serve them better and in and it’s really, it’s expanded to basically communication between clients and business. So you know, there are different types of communications, there’s one to one, there’s appointment base, there’s requesting reviews, there’s two way you know, one offs, there’s text blasts, but it’s all really a communication tool.

 

Steve Fretzin  [25:46]

I like the what you just said, though, the requesting reviews. So let’s say that it’s, you know, personal injury attorney, okay, that’s getting good, you know, outcomes for their clients. And I don’t know if there’s a final like meno meeting, they have to say, hey, you know, your take your 50,000, or whatever it is, and, and enjoy it. And then how does it automate for reviews? Because I think that’s, that’s really interesting. Yeah, so

 

[26:07]

you can, you can set it. So you got a message sequences. So you can have one message sequence, that’s just your default one. But you could have a different message sequence that has messages requesting reviews after it. So if there is that sort of final meeting, then that’s a perfect way, you can just say, Okay, for this appointment, I’m going to use that sequence. And then it will do the regular reminders. Plus, after it will say, hey, and it can be this message that that is customized for your business, but will work for your clients. So don’t say, hey, you know, we’re really happy with the outcome of your case. We’d love to hear any feedback you have for us. And then they click a link, that’s a go reminders hosted page. And it’s a question that the business can determine we refill it. So you can just use the default, but it’s something like, Were you satisfied? And it’s essentially yes or no. And if they were satisfied, then it says great, would could you give us a review, and it sends them to Google or wherever you want to send them? And if it says they say, No, it then shows them a field that says, Oh, so sorry to hear that, like, please give us your feedback. And that feedback goes only to the business, not to a review platform. Okay? So you can also send out in like a one off message. If you don’t have an appointment connected to that, you can just go in and send your review link. And that template, just say, hey, you know, or you can say, you know, what, let me do a message blast to these 10 clients, I know, I’ve dealt with them over the past three months, we’re done with with their their cases, you know, put them in a group, click Send, and it says the same thing. Hey, we’d love to get your feedback.

 

Steve Fretzin  [27:35]

Gotcha. Gotcha. Well, it sounds like it’s a really helpful tool. And I think most people that are thinking strategically about their time and time management, have some of these things in place, whether that’s a CRM, whether that’s, you know, some software to help, you know, smooth things over. And so whether you do or whether you don’t I think this is a really interesting product, or that you should check out so people want to try it to the zero free trial. Is there a thing that, you know, how do they get into this and know that this is a good fit for them?

 

[28:06]

Yeah, sure. So they’re basically there’s a 30 day money back guarantee. So when you go to our site, sign up, there’s Yeah, absolutely. Like I would say no questions asked, except what I will ask is, why do you want to cancel? We asked, basically, but otherwise, there’s no issue with getting refunds, we are super good about that. We try to Yeah, we try to maintain our positive reviews about our customer support and everything. So go reminders.com, we also have, I will make sure that you get this link, but we have this guide that is basically for how to get your clients to show up for appointments and goes into, you know, reminder templates, and what to say when to say it, how to contact people, things like that. And so we’ll link to that free guide. Yeah, make

 

Steve Fretzin  [28:49]

sure I get that. And I’ll get that guide in the show notes for everybody. And so the last thing I want to kind of bring up is your game changing book we do that every episode and a way for people to understand what everyone’s reading and why. So this is a one that I’ve known about and read years and years ago, but it’s good to great. So some people don’t know that book exists, but what why do you love that book? Yeah, I

 

[29:11]

just I love B at its core, it basically boils down to be be kind and focus that’s what it boils down to me is just like how can I focus on doing on getting my like, focus personally and focus my business so you know, if I’m all over the place with different tactics, different strategies, probably none of them are going to get the the attention that they deserve to to have an impact. And similarly with with our business, like how can we make sure that we don’t end up being Hi, we are a CRM email application calendar tool and like seven other things, and we stay focused on like, what problem of what can we solve for people that we can do? You know, be passionate about that? We can do better than everyone else. And like for us that is cutting out no shows. So yeah, so that’s really

 

Steve Fretzin  [30:06]

focus, focus, focus, okay. And I think that’s a great way to kind of wrap things up to Jonathan, because focus, you know, there are people that are either, you know, they’re just, they’re scrambled eggs, they’re just, you know, they’re running 100 different directions, and they don’t know what to do, pick one thing, you know, make 2023 You know, the year one thing, do one thing and start a podcast, alright, make that your one thing you’re gonna write blogs make that your one thing. You don’t have to do 20 different things. You know, it’s just, it’s too much. We don’t have time, and we don’t have the capacity for that. So I think I think that’s a great way to think in having that focus. Thank you so much for being on the show and sharing not only your wisdom on technology and efficiency, but sounds like you’ve got a really cool, really cool software product here.

 

[30:48]

Well, thanks a lot for having me, Steve. It’s

 

Steve Fretzin  [30:49]

been a pleasure. All right. All right. And thank you, everybody, for spending some time with Jonathan and I, today, you know, a couple a couple of good things to take away some technology tips, understanding why efficiency, so important, we have to sometimes lean into technology and automation. And then really just considering that, you know, every minute every hour, it’s all billable time for you. But if it isn’t being utilized properly, you know, these hours add up I mean, two hours a day of misuse, time can add you know, that’s I think that’s like an extra week a month or something like that just two hours a day. So we really want to consider that. So, you know, the idea here, be that lawyer son was competent, organized in a skilled Rainmaker, and a part of that is you have got to get your act together as relates to efficiency, so be well be safe. We’ll talk again soon everybody take care.

 

Narrator  [31:40]

Thanks for listening to be that lawyer. Life changing strategies and resources for growing a successful law practice. Visit Steve’s website frets in.com For additional information, and to stay up to date on the latest legal business development and marketing trends. For more information and important links about today’s episode, check out today’s show notes