Famil-IA 2.0 — One Tuesday at your business
The same business.
A very different day.
What you watched take shape is your business.
- WHAT THIS CAUSESWEB PLATFORM — Connected
YOU’RE STILL ON YOUR WAY INYour lights
are still off.Two neighbourhoods over, someone is already looking for exactly what you do.
OPENS 8:00 · FIRST APPOINTMENT 8:30
WEB PLATFORM · Capability earned
At 07:15 your web platform received an inquiry while the business was closed.
- WHAT THIS CAUSESFAMIL-IA BOT — ConnectedWEB PLATFORM — ConnectedYOUR BUSINESS ANSWERS
They have
a question.It gets answered. In their language. Before you’ve unlocked the door.
do you open on Sundays?
Your business didn’t miss them.
THE BUSINESS ALREADY HAS: WEB PLATFORM
FAMIL-IA BOT · Capability earned
The inquiry that arrived at 07:15 on your web platform was answered by Famil-IA Bot two minutes later. The two capabilities are connected.
- WHAT THIS CAUSESHELENA — ConnectedWEB PLATFORM — ConnectedFAMIL-IA BOT — Connected
YOU’RE ALREADY HELPING SOMEONEYou’re already
with someone.The phone rings. You keep helping the person in front of you.
Nobody had to wait for you to be free.
THE BUSINESS ALREADY HAS: WEB PLATFORM · FAMIL-IA BOT
HELENA · Capability earned
Helena answered the 09:40 call while you stayed with the customer in front of you.
- WHAT THIS CAUSESSMART CRM — ConnectedWEB PLATFORM — ConnectedFAMIL-IA BOT — ConnectedHELENA — ConnectedIT NEEDS SOMEWHERE TO LIVE
None of it is
on a sticky note.The inquiry, the call, the question — it’s all one customer now.
THE BUSINESS ALREADY HAS: WEB PLATFORM · FAMIL-IA BOT · HELENA
SMART CRM · Capability earned
The day's three conversations — 07:15, 07:17 and 09:40 — were kept as one customer in Smart CRM.
- WEB PLATFORM — ConnectedFAMIL-IA BOT — ConnectedSMART CRM — ConnectedHELENA — ConnectedTHE SAME QUESTION — AGAIN
You’ve said this
four times today.This time nobody has to. The answer is already where the customer is.
THE BUSINESS ALREADY HAS: WEB PLATFORM · FAMIL-IA BOT · HELENA · SMART CRM
Nothing new. Everything from before, working together.
At 02:50 no new capability appears: Web Platform, Famil-IA Bot, Helena and Smart CRM are already connected to each other.
- WHAT THIS CAUSESAUTOMATION — ConnectedWEB PLATFORM — ConnectedFAMIL-IA BOT — ConnectedHELENA — ConnectedSMART CRM — Connected
YOU CLOSE. YOUR SYSTEMS DON’T FORGET.You lock up
at 5:45.The follow-ups you meant to send go out. The reminders get set.
You don’t take the list home.
THE BUSINESS ALREADY HAS: WEB PLATFORM · FAMIL-IA BOT · HELENA · SMART CRM
AUTOMATION · Capability earned
Automation kept working after your day ended.
Open a capability to look inside this business.
OPERATING CONFIGURATION · 5
So what would Business v2.0 look like for a business like yours?
Home services
The opportunity travels: conversation → visit → estimate → follow-up. It dies at any of those jumps.
HOW THIS BUSINESS WORKS
You work with your hands full. The calls come while you're on a roof, under a sink, or driving between two jobs.
The estimate you promised on Tuesday goes out on Tuesday.
ITS ROLE HERE
- WEB PLATFORMThey find you while you work
- HELENAAnswers when you can't
- SMART CRMHolds the pending job
- AUTOMATIONSends the follow-up
WHY THEY CONNECT
- WEB PLATFORM → HELENAWhoever finds you online almost always calls. That call cannot ring into nothing.
- HELENA → SMART CRMAn answered call that isn't recorded is a lost call on a delay.
- SMART CRM → AUTOMATIONWhat the business remembers has to go out on its own, or it depends on your memory again.
OPERATING CONFIGURATION · 4
SEE ANOTHER BUSINESS
Your Business v2.0 starts with how your business actually works.
Now let's look at what's inside.
OPERATING CONFIGURATION · 4
Helena
WHAT THE BUSINESS GAINS
You can be with one person without losing the next.
WHAT IT DOES
You're with a customer in front of you and the phone rings. One of the two loses your attention.
CONNECTED
- Helena+SMART CRMThe call stops being a sticky note and becomes a customer with a history.
- Helena+SMART CRM+AUTOMATIONThe call is saved, and the follow-up is scheduled without you writing it down.
OPERATING CONFIGURATION · Until now we were talking about Business v2.0 in general.
Now let us talk about yours.
Start wherever your day starts.