Q&A call - May 26, 2026

Transcript

0:01
Welcome, welcome, welcome to the SD AI call. Happy Tuesday. Hope everybody's doing well, like always. We, if you guys have questions, bottom of the Google Meet window, there's a hand icon. If you guys go ahead and click that, that allows you to raise your hand, and then we'll just start calling on people in the, they, they raise their hand, here, we'll start taking some questions, but yeah, go ahead and start raising your hand, go ahead and start taking some questions, let's see, here it looks like Sam looks like you've got the, your first hand up, so yeah, go ahead and unmute, you're the winner. Oh, you're still muted there, Sandy.

0:45
There you go. Had to look around for it. Yeah, Ben and I are a team, and we're brand new with you, and try to do some things, getting set up. One of my questions is in setting up the plans before somebody actually gets into the plan. Do we need to set up things through? I've got Stripe connected, but how do I actually get them into the end of the program where it's been paid? Do I need to set up?

1:15
Yeah, as long as you add your Stripe keys, so like once you add, you connect Stripe to the SD AI app, then you'll go ahead and create your plans, so you'll, you'll probably have a free plan, and then you might have a one or two paid plans that you want to offer, and that will automatically create those paid plans in Stripe, and then when somebody goes to pay, it's going to use your Stripe connection in order to process that payment, does that answer the question?

1:45
When we're testing it out, we did that, and when I tried to claim it, did not take me to where I could put my credit card in, so did not do that. And then you could chime in here, if you'd like. I don't think Jason would mind if, if you add or subtract from that.

2:07
Yeah, so if you, if you're doing a test transaction, or a, or a test claim, you'll want to make sure that the business that you're trying to claim has not already been claimed, that's one you'll want to make sure that it's set up correctly inside of high level, and then what I would do is I would put Stripe into test mode. Are you familiar with how to do that? How to put Stripe into test mode?

2:38
I think we're in test mode.

2:40
Okay, good. Yep, so but you're saying that when you did that, the payment didn't even show up at all.

2:47
That's correct.

2:48
Okay. So, and you're positive that you do have the keys. You've entered the API key for Stripe into SDAI, and you've set up a paid plan.

2:59
I don't know that we did that. Okay, it's just a matter of we connect, connected Stripe, but that's

3:06
it. Let me see,

3:09
I think Stripe is already integrated in the system. My question is, do we need to create like products for it, like for the monthly and annually, or

3:21
you do, but you'll, you'll do that in the plan section, not inside Stripe. You'll actually do that inside of SD AI.

3:31
Well,

3:32
we will, we

3:32
will build the, we will build the page inside SDA Stripe SD AI. Right?

3:40
Let me share, let me share my screen, so I can show you guys here

3:53
I All

4:03
right, can you guys see that? Okay.

4:05
Yes.

4:06
Okay. So you're going to go right. Do you see the button up your plans,

4:10
right?

4:11
Okay. So you're going to come here to plans, and then you're going to click on add plan. This is where you're going to set up your different plan. So you've got a free.. you, I think you should have probably a free and a premium already listed in there. You'll click the edit button here. This is where you're going to set the price, the monthly price, the annual price, and then if you click through these different screens, this is where you're going to set like what's available through that premium plan. Yep,

4:38
Jason, sorry to interrupt. If you go back, you need to disable the external checkout, so that Stripe.

4:44
Oh, yeah, exactly. Yeah, yeah, don't make sure that that's not turned on. Good catch, Richika. Yeah, so make sure.

4:51
Okay,

4:53
okay, yeah. If that's turned on, then she's right. Yes, it won't process through Stripe. So, yeah, make sure that that's turned off, that toggle switch.

5:02
Yeah, I think that's turned on. So, yeah,

5:05
okay, that's probably it then. Yeah, because if you've already connected Stripe here and you do have a paid plan, then what it's going to do is it's whatever you set up inside here, it's going to create that plan inside Stripe for you,

5:18
she can be able to park your all the way up at the top.

5:26
Does that make sense there, Sam? Oh, I can't hear you. I lost your audio,

5:42
I sorry about that. Oh, it's okay. Okay, cool. So, what was your question? My wife,

5:50
yeah, just saying, like, yeah. So, I would check, come in here, check to make sure that on your premium plan that external checkout is is not turned on, make sure that that's turned off,

6:01
okay.

6:01
And, and then test it again, see if that, if it doesn't go through,

6:06
okay.

6:07
Okay,

6:08
good.

6:09
And if you want to do that right now, before you know, then you can always raise your hand again, and we can circle back around to you. And if you're still having trouble, we can look into it further,

6:18
okay. I will

6:20
do, okay.

6:20
Thank you. Yes, sir. Thank

6:21
you. No problem. Of course. All right. Looks like was it Lance? How you doing, Lance? Yeah, I can hear you.

6:36
Okay, that was a good, a good thing for me to check on my system as well, that that I have that toggle off, so my payments can go through. Anyway, I've had a couple questions, and I've been talking to.. I'll probably mispronounce her name, but Ruchika,

6:54
yep,

6:55
yeah. So a couple things. One, I was just talking with Go High Level, and going through their help system, and they said, and I said, "You know, if I have lately I've been spending two hours a day, three hours a day, fixing stuff with Go High Level, it's just very problematic. And anyway, I said to them, "What happens if I have 100 clients or 10 clients or whatever that are sub accounts, you know, can they contact you and get help on stuff, because you obviously have a lot of flaws in your, in your system, and they said no, they cannot, only you, and I thought, wow, that's that's pretty scary, so when I was talking to her yesterday, I kind of uncovered something I didn't understand before, but it's been very, a little misleading to me that when Tom talks about the fact that you do not need to have Go High Level to run your directory, and you know, and that's what I took at it, so I thought, okay, he's figured out how to do this, and even when he demoed it, it looked a lot like Go High Level. And then, when I found out yesterday from her was, no, you're still going to be on Go High Level, you're just going to become a sub account to Tom.

8:11
Yes, yeah, that's what he was referring to. Yep,

8:15
yeah, but that was not clear in any way whatsoever when he says, you know, you do not need to have go high level. What he should have said is, you'll become a sub account. Now, from what I just heard from these guys today, at go high level, my sub accounts aren't allowed to call for help. They're not allowed to have Zoom calls for help. So I said, so what are you telling me? I need to hire staff to run my own help system, and then get all the complaints from my clients, which is going to be many, and then go through and solve them one at a time through help. I mean, I'm really

8:52
well, I guess. What first off, what are kind of the major issues that you've been running into with high level

9:00
many of them. I have three outstanding right now, where my phone's not working in my system. When somebody finishes my booking an appointment, instead of a thank you page, it comes up with a great big 404 message. They said they would have that fixed in two to four hours. That was over two days ago. Nothing's happened with that, so yeah, I literally spend over three hours a day trying to keep things running properly, and then today one of the ones was that I heard that my AI agent does not, when they say I want to speak to a human, I want to speak to the owner, I want to speak to Lance, it's supposed to go to my cell phone, and I'm in Mexico, where I sell phone number, and I had that written in the, in the goals, telling you know the prompt, saying send it to this number, and then I heard today from this person at Go High Level, which, by the way, I, you know, I really need their help a lot. Anyway, we scroll down with the bottom. He says, "No, you have to actually set it up so that it can transfer to a different country. So, now, now I'm in the middle of on hold for that. So, so we'll see about that. So, yes, I'm in touch with go high level support all the time. I hate it. I'd rather be doing business than fixing stuff, but you're in. So, that was that was one small thing out of that seminar that you gave. Oh, go ahead.

10:26
Yeah, I was just going to say, just, just to kind of wrap that up quickly. I know, so there's, there's definitely some concern there. You know, it sounds like you're facing several different issues, and some concern there, expanding and adding clients, and then, like you said, being able to service those clients, so you know it's hard for me to say exactly without, you know, digging in and looking at all the different issues that you're facing. I can tell you just from personal experience, I've been running my agency on high level since the very, very early days of high level in 2018 2019 and yeah, there's been, there's been, especially early on, we had a lot of issues, but I would say over the last few years, like, I, I have very, very, very, very few issues that cannot be solved very quickly, either by myself or with you know one or two support tickets, but what I was going to add to that is, so I'm not, again, I'm not sure exactly what you're facing, but maybe we can tackle some of that if we have time here today, I'd be happy to look at it, but they do what I wanted to tell you is High Level does offer a premium support where you have direct contact to a higher level agent, so when you call into basic high level support, you get a pretty low end tech person, right? Who's that? I mean, they're they're versed in the system, but they're not, they're not, you know, a star player, they're not a plus, you know, able to fix more complicated things, but high level does offer premium tiered support, and so you, as an agency owner, if you wanted to purchase additional premium support, what's nice about that premium support is you do have direct contact to one person who then has a team underneath them to execute things, so you have one point of contact, so you're not, you're not, they get to know you, you get to know them on a personal basis, you're not bouncing from tech to tech, and if they need to take it to someone else, they have a team underneath them, which makes it really nice, I'm not, I'm not trying to sell you on it or anything. I'm just telling you, my personal experience has been fantastic with it. So, that's one, that's one option for you. And with that option, they will service all of your sub accounts. Now, you're correct in, and they're correct in saying this, the account can't message them directly, but what I've done is I've just set up a simple form where a client just fills out the form, and then I just pass that off to the support ticket desk, so I've automated a lot of that process.

13:15
Okay, we can, we can talk about for yourself. That wasn't why I was really setting this up. This is just what happened this morning, so anyway, and I've also had conflicting advice from different,

13:28
yeah, you will again. That's unfortunately, yeah, there's there one of the beauties of their help desk is that you usually get somebody on the line very quickly, you don't usually have to wait very long, but the quality of the person that you get on the line, it's, it's, it's kind of a, it's a gamble every time, you know. So, but that's why I said that premium support is a nice option to have. But yeah, go, go ahead. It

13:53
seems like they spend time fixing what the last go high level support person did. So, anyway, let's get past that.

14:00
Yeah,

14:01
well, on that, really. really good seminar that that Tom did with all the different stuff going on, and I was talking to her with it yesterday. A couple things don't fit with me. One, well, one is he says, 'Oh, we've got this really good program now that when you go to add images to your listings, because when I do listings, I add images to all them. I don't like having, you know, 50 different, you know, 50 different listings all of the same default, right? That's horrible. Sure. So, and then I customize them, and I fix that. Now it's become a friend of mine. Now, when you click on that button, I literally get 85 pages of 1600 images that I have to go try and search through, 85 pages, one page at a time, and there's duplicates and triplicates and quadruplicates, and there's all kinds of shit in there, and when I was talking to SDAI. Some of there he showed me how I can delete them, and then yesterday she said, "No, don't delete them, because we don't know if you delete those off of your what's what's it called, the management, the management lady

15:18
media,

15:18
yeah, so I can delete them all, but I don't want to delete the ones from number one. I don't want to delete them from the ones that are real, right? And I want to delete from everything on my.. I've spent, you know, a month setting up these listings, and so she said we don't know yet that if you delete something that is going to impact all your existing proper listings.

15:46
Yeah,

15:47
so,

15:47
so I

15:48
can, I can speak a little bit on that. So, I, because I just got off a tech call before this with the team, and I know that that's something they're, they're actively working on right now. They're so that what happened was what we did on our side with SD AI is we through the API, through the high level API, we've tied into the media storage library for SD AI, and the reason being is that it, the media library that High Levels created is really nice, it's very similar to kind of like a Google Drive, and it's all built into the system, and so what we were doing with SD AI was instead of trying to manage a separate image database, what we were going to do is just tie directly into the media storage library, which those images are already cached, they should be serving up really fast on the SD AI website, so it was going to be a win-win for everyone by doing this. What happened? What, what came out of that, though, is we found an issue with on the high level side with their media storage library, the way that it stores and pulls images, and that's what we're trying to work through. So it's out of our hands. We're working directly with the high level team, and we've presented to them what we found, and they're trying to fix it, so we're working with them to try and get them to fix it as fast as possible, because we need to get this rolled out to you guys, because it is causing some image issues with with the different sites, so we're, yeah, we're very, that's like top of our list right now. We are working very diligently with the high level team to get this solved, and I'm, I'm hoping, fingers crossed, that we're going to get this solved in the next few days. I know, like I said, that I just got off a call with the team, and they are working on that. That is one of the top priorities right now. So, yeah,

17:41
I don't, I don't even care if I delete 100% of them, I just don't want them to delete anything that's on a live list,

17:48
correct. Yep, yep,

17:50
so you know, I don't really have any,

17:53
and I think that's why that Rachika, or whoever else on our team, said, "Hey, don't delete anything just yet, because we don't know, because we're waiting on an answer from them as to which, yeah, so that we can, we can actually figure out which are those live wood, which images are tied to live listings and which aren't, you know,

18:12
right? Yeah,

18:12
and just, just the day before, the guy sent me from SDA, I sent me a new video saying, "Here's a billion, so again, you know, thank God I couldn't. I was in the wrong spot, and it wasn't working, because I would have did what he said. I would have deleted everything

18:26
and deleted everything. Okay, yeah, I, Lance, I would hold off right now. Don't like just coming straight for me. I would hold off. Yeah, don't, don't delete anything just yet.

18:37
Let's just not going anywhere near it. When I talked to go, I love about it, she didn't know anything about. I said, listen, we're talking about, you know, Tom. Tom has probably hundreds and hundreds and hundreds of, you know, yeah. So

18:49
we have, we have a direct contact through high level, and we have the right contact with their development team. So, yeah, whoever you got on with support, they, they have no clue. They're, they're not, yeah, they're going to know that person, yeah.

19:02
And then she said, well, you could put in this complaint thing, and I said, no one's going to listen to me, I'm one guy, tiny, tiny thing, compared to, you know, you know, a huge, huge conglomeration of whatever you want to call your house. So I, you know, I've held off, I'm trying not, you know, I'm trying to clean up some new listings that have come in, and so it's just really, really troublesome for that next topic. And I know this, this one I just talked about, it's gonna be happening. How many hundreds of directories do you guys have? Like 502,000 I mean, you must have a lot, right?

19:40
Directors,

19:42
yeah. Oh,

19:43
yeah, yeah, there's quite a few, yeah,

19:45
yeah,

19:46
yeah. I don't, I don't know if there's over 1000 but there's several 100. I know that, yeah.

19:51
Well, this is not just this is affecting everybody,

19:55
yeah.

19:55
So I can bet that it's like, you know, when I have a bad IT day, it's. Now, when I saw it, you guys are into..

20:03
oh, it's no.. it's on deck. There it's like I said, I just got off a call. It's.. yeah, this is number one priority. Everyone's very concerned. They're working as hard as they can on it. Yeah,

20:15
yeah. Oh no, no. There's an old saying I used to complain about having no shoes until I met a man with no feet, and my friend, yeah. So, so my problem on that is going to be the last thing on there. When in the seminar, which I thought, I mean, these are really like setting up my SMS, really cool, because I was told just a week before that you can't do it. So now I'm going to be going through the process to be able to contact people through SMS, because you have, like, whatever, I'm going to pick a number on my after a way bigger chance of people reading your thing than through email, so, so I will be sent out the SMS structure, which I thought was a huge game, so they had a lot of really good games on that on that webinar, the one that really confused me, though, is this AI agent. They say you can have an AI agent on your directory who does the selling for you, and you can offer that AI agent to your directories, so they could do the selling for them, and I can add that website. Now, for somebody I have spent a horrible amount of time setting up my AI agent, it's like, like I said, it's just been a huge, huge issue, and every time I have somebody look at it, they, oh, you need to have this, you need to have that, so, so this is not like a, you know, like they do in the seminar, where they go click, click, click, and now you've got this AI agent on your directory, or even your clients, I deal with electricians, even if your electricians, you know, to say that we can help sell your services. Well, you got to set up the booking systems with them, you got to set up this thing of calling out of, I mean, there's just, you know, this is not a, you know, there's a reason why some people charge $800 to set up an AI system, so, so that made it really simple, which unfortunately happens with SDI. You know, when they say you can have this up and running in four hours, is to me not a chance. Setting up an AI agent in a couple hours is not a chance, but on the seminar he went click, click, click, click, you now have an agent on your who can do your selling, and you can offer that agent to your, to your people. So, am I missing something here? That am I missing something? Is it supposed to be that simple? In four clicks, I can have an AI agent on my directory and on my listings.

22:38
I think it just, it depends on like what you want that agent to do, if it's a basic Q and A, like, well, let's start with the, let's start with SD AI. So, the SD AI agent there, I would say it's a little bit more of a setup, but we have an entire process for you. Let me share my screen right here, and I'll share this link in the chat here in just a second, but let me share this, so on help dot smart directory.ai If we come down here to AI agents, so we have an entire section right here. So AI agents is that is the the actual category, and then these are all the sub lessons here, but we've got, yeah, we've got quite a bit of lessons right here, just on setting up your AI agent for your SD AI site. So, this is the agent that would help you sell listings, claim listings, that type of thing, right? That's what this agent's designed for. And this whole.. so, if you just come here and go through this, let me just drop this in the chat right now for everybody. I'm gonna drop this in. This will walk you through that process. And give me one second, guys. My headset just went out. Give me one second.

23:51
Yeah, I gotta go. I'm gonna down. I'm gonna copy this URL here.

24:05
There we go. Okay, cool. I just had to switch headsets. So, anyway, yeah, go through this. This is really good for that. As far as you were, you were mentioning AI agents for listings. That's a new feature. It's really, it's actually really cool if you come under Smart Directory AI, so inside the app here, and then we go into businesses up at the top, and then here are different businesses, right? So you could click the little pencil icon next to the business, so say this guy right here, he's premium, and he wants you sold him an agent on his listing, right. So, again, this is on this is not his website, it's not an agent on his website, this is an agent on his listing. You could just click this little pencil icon, come here to the custom code section, and this is where you could add the custom code for. Or an agent that's trained specifically on his listing, okay, so you can have it, and what's nice about this is now like the agent we just talked about here, right, this one, this agent's going to be site wide across your entire SDAI website, but if you up sold somebody to have their own agent on their own listing, as soon as you paste the code here, remember we're inside their listing, right? We're into the custom code section of their listing. Soon as you paste that code in here, when somebody lands on their listing, this agent takes over, and this one gets hidden automatically.

25:46
Okay, so the second one you say gets hidden is the one that is there for me to sell people to join my list,

25:53
right? Yeah, so but what's nice about that is that, yeah, so somebody finds their, so somebody goes and finds this business is OS 40, right? They go and they find this business on your directory. As soon as they land there, that the agent, the chat widget that they see, is going to answer questions all about OS 40, not your directory.

26:15
Where

26:15
does it get the information, like the knowledge base?

26:17
Well, you set that up, that's something that you set up, so in order to do those right, you come to sites, you come to, or I'm sorry, AI agents. This is probably the better way, AI agents, right? You probably want conversational AI, so you'll click there, you click on create bot, and this is where you select the type of bot that you want. Most people are going to do a guided form setup, so just something basic, like a general Q&A, and to set up a general Q&A bot, it is just a few clicks. It's literally select Q&A, hit continue, fill out this basic information about the company, and then you're going to train it just on the website, so you put the, you put the client's website in here, and then you click a couple of buttons, it goes out, it reads the entire website, and that's the knowledge base for the bot.

27:10
Okay? Do you create a Q and A and add that in as well?

27:15
You don't have to. No, you really don't. Like, it's called a Q and A bot. It's just like question and answer, but basically, what it does is it asks, you can ask it questions about the company, it learns everything about the company from its from the company website.

27:31
Okay, and you don't have to buy it, you don't have to buy a separate phone number for

27:36
it, no. So, the beauty of this, the beauty of this, so the way that you can set these up is lot a live chat widget, which doesn't require a phone number, so it could just be a live chat, which you don't have to purchase a number, there's no usage charges for it, so it's literally, I mean, it's it's basically pure profit for you, so again, this could either be included as in your premium plan, or this could be this could be an upsell, like a one-time upsell, and maybe a small monthly charge. I mean, you get to decide what that is, but if it's just live, if it's a live chat widget without a phone number, there's no usage charge, so it's it's your time to set it up, which really doesn't take long, like, like I'm showing you here, you fill out these details, you put in the website, you hit save, you train it on the website, that's

28:29
it. Okay, okay, I'm a little confused, but I'll read through that

28:35
was a little bit of what you should do. Just, just test it, Lance. Try, just try it yourself. Just go, come, come here to AI agents, come to conversational AI, click on create bot, start with this option right here, the guided form setup. This is the most basic one. Hit create bot, okay? Choose the general Q and A, and just go through and train one for yourself. Just try it, just test it. I'm telling you, it's really not that hard. It's very simple. You just follow the screens, follow the prompts on the screen, you'll get through it in probably 10 minutes, maybe 15 minutes, because it's your first, first time.

29:09
Well, I have a.. I have a bot under an AI chat, whatever we call it, I have that, that you phone up, so I had to get, you know, I have the total three phone number, blah blah blah, and people can phone it, and so it takes all your business calls and all that kind of stuff, and I put that number both on my directory and also on my marketing company, so that, so it's the same number, and then I've trained my bot to answer, you know, to say, you know, do you want to talk about the director? Do you want to talk about marketing, and so we've added all the knowledge base and the Q and A's, and all that kind of stuff. So,

29:50
right, with it, which, that's a little bit more complicated. What we're talking about here, this I wouldn't go to that extent unless you were selling a buck. Bot, that's going to live on the client's website, but for something for, for a listing, you know, for like down here. So, if you're just going to, if you're just selling a bot that's going to live on a listing on your directory, right, it's just going to live here on this page for this specific business. I wouldn't go through that hassle, I wouldn't go through that much trouble setting it up, just make a very basic bot, right? And again, this could just be part of the upsell package.

30:30
Okay, what do you think would be a fair price? Like, I charge, I charge $200 197 for the one time, and I give them the free report and stuff that builds, you know, loyalty and trustworthy and all that kind of stuff. So, when I give them one month of, I give them tools that helps build relationships, like an upsell, right? So, what I do, you think this would be that simple? I could just add it on to that as well, like

31:01
I think, yeah, I mean, I'm all about stacking value, so you know when you look at the price, basically what you want to do is you want to create a no-brainer offer, right? You want people to look at that, they want to, you want them to see what they're getting, understand what they're getting, and then see the price and go, man, I'd be crazy not to purchase this right now. This is such a great deal,

31:25
right? Yeah. Well, right now, right now online, you know, I'm offering them about $2,000 worth of services for $200

31:39
Yeah, I mean, as long as they understand that value and you're able to convey that value to them and they understand it, then then you should, you should have no problem selling that all day long.

31:51
Okay? Do you want to quickly see when I have my printed? No. Do

31:58
you want to.. what

32:00
do you want me to show you my plan?

32:02
Yeah, we can look at it real quick.

32:04
Let

32:07
me stop presenting real quick. Go ahead and share.

32:12
Okay, hold on. I have two screens going here, which is why I look sideways. Okay, okay, let's go into, okay, so this is my pricing here,

32:32
okay,

32:33
so where I added the value in with all the extra stuff, and this is all valuable stuff as well,

32:38
visibility

32:38
for one month where the social media, I mean, one month where the social media posts, yeah, that's great.

32:44
Yeah, report, I went through the prospecting system through Go High Level, it was only $29 a month for unlimited, I mean, beautiful, it's, it's beautiful, and it just, you know, it's just a step if you have that meeting to an episode, and then the same with that social media, and then the same with the reviews on there. So

33:06
this was great. I mean, just those three things alone, you don't need to show me anymore. Like, I know just those three things alone, that's huge value for any,

33:15
or should I do another one beside it, and add in the

33:22
add in the chat. I think you could easily do that. Yeah, I think you could add a third plan and throw the chat on top of that, and that could definitely carry even more weight. Yep, that would add value.

33:34
One beside it at 297 and it has everything here, plus the chat.

33:38
There you go.

33:40
Okay,

33:40
perfect. Yeah, give it a shot. I mean, everyone's market, just so everybody here on the call hears this. Everyone's market is going to be a little bit different. There is no magic number that's going to work for everyone across the country. Everybody, every market's a little bit different. Everybody has, every market has, you know, maybe a little bit more tech savvy or a little less tax tech savvy. So you just got to test it, see what your market can bear, you know, like when I'm now in Salt Lake City, but I used to be in Southern California, and the SoCal market is completely different than the Salt Lake market, you know, we're 12 hours apart, but by car, but it's it's completely different market, it's, you know, it's SoCal market, you know, people are used to paying premium for everything, you know what I mean. So, you could charge a lot more in Salt Lake City, it's a little different, so yeah, every market's going to be a little different. So, I just say, yeah, go for, go for 297 give it a shot, see if you get an English back.

34:39
I decided to focus on electricians in Austin, Texas, because there's 3000 and I only want 100 that I'm set for life, right? There you go, and so I'm a Canadian, and I live in Mexico, right? You know, it's a little bit of a.. so that's why.

35:00
This is a great market. Yeah, I'd say go for it.

35:03
Yeah, no, that's that's what I've been doing. One last thing, I have spent two months, I mean, I think I've done a beautiful job setting up my directory, right, not filled with a bunch of, you know, similar defaults, and have a really nice that I've gone through my workflows, I've updated them at least four or five times to optimize them, and here's my last one was to cut back from sending four emails about one topic and doing two, because I think they're too busy to get four emails about, you know, doing one, I hate it, so, so that was the last update I did on it. I've had some pretty good, you know, about 30% open rates, which is good. And now I'm actually kind of dripping once during a somewhat of a bulk mellow about once a week on, you know, some special thing, and I've had between, I'm gonna say 30 and 50% open rates, but nobody's buying,

36:10
right?

36:12
I'm getting it open, which, you know, so I know it's being delivered, I know it's being open, yeah, but they're not, they're not, they're not going to the maximum, like zero, it's really

36:23
well. That tells me, I mean, just my first gut instinct. What that tells me is that you've got great subject lines in your emails, because people are opening them, right? So the subject lines catching them, but they're, they're, you're losing them somewhere in the body copy. So that might be the next thing that I would, I would, I would try testing. Is I don't know how long they are, maybe shortening, shortening the emails if they're real long, making them a little bit more punchy, making the call to action make more sense to them. I don't know, you know, not so. I don't know if it's a salesy call to action or what. I'd have to like look at it, but those are my guts. Is like your subject line is probably pretty good, because it's it's getting those types of opens. I would experiment with the body copy and your calls to action, and see if you can't get more clicks and more people leaving that email to go and take whatever action you're looking to get them to take.

37:20
Yeah, and I've optimized that five times, and I've done it with Chat GDP, and I've been in marketing for a long time, so I, I know you know what, what to say, what not to say. I don't make them long, I'm just at a standstill that I'm at absolutely 00, clients. Yeah, see, I keep hearing from you guys. Oh, I got my directory, you know, up one day I know, and I got a pain client. I'm like, what the

37:45
hell. Well, I mean, I would, are you, are you, are you calling these people as well? Are you just emailing them?

37:52
I have, I have started to call them if there's a problem, you know, if there's, if there's a,

37:59
yeah, I mean, like, it's, it's one of those things, like, it'll just build on itself. So, I would say, you know, if you do, doing mostly, if it's kind of like, you know, 8020 you know, email 20% call, I would say bump that up, start calling more people, letting them know, especially the people that are opening your emails, those that are opening it multiple times, try and put those people at the top of your list, and say, hey, you know, we've sent you a few emails, not sure if you saw them or not, but this is what we're doing, we're running this special, we'd love to get you on the directory, yada yada, like, get, like, just start building some momentum once you get, once you get, once it's really seasoned, and you've got quite a few on there, it, the momentum will carry on itself. You're not going to do have to do that forever, but I would say do whatever it takes to get a really solid base, make those calls, make send those emails, and it'll work for you.

38:56
Yeah, I'll try that, and I've gotten voice machines sometimes, and stuff like that. One of the things I like that Tom talked about was, you know, and it's very, very labor-intensive, is to go and look at, you know, all the problems they have. Let's say they have, you know, really small number of bad reviews. Well, then you could have a conversation with about that, but that's that's that, could be a half hour, you know, perfect. It

39:24
could, Lance, but again, from my personal experience, when you take the time to really care, and you, and like you're not like every other person out there who's just blasting them with generalized messaging, right? You pick, you take the time, you research them, and you put some effort in, you're going to get some closes out of that, and that time will be worth spending 100% So, I would look at, don't you're not, you're never going to scale that, you're never going to be doing 1000s or hundreds where you're running reports and checking everyone's. Is everyone's Google reviews, and that sort of thing, but you can easily do five to 10, and that's what I would start with, and reach out to those people. You can film short little videos for them, you can put them on a rotating call list till you reach somebody, and then just have a personal conversation. Just let them know that you're a human, and look, you, you've genuinely want to help them, and this is what you found, and you're happy to send over a video, and I guarantee you just a little extra time, like I said, all this stuff kind of snowballs on itself. You do put a little bit of effort up front, and that will pay dividends over time, guaranteed. Like, I can't tell you the amount of clients that I've spent a little bit of extra time on that have eventually turned into like math, like huge referral partners for me, because that I actually cared, and so, like, I mean, I still have a guy today, and we've been doing business for 15 years, he was one of my very first clients, but I put a ton of time into him in the very beginning, he refers business. I get probably two referrals a month still from this guy all the time, so like eight. I'm telling you, it will pay dividends. So I would encourage you to do it.

41:13
It's one of the things I haven't done yet, and I've been in sales, if you will. I was one of the top 10 brokers over 20,000 in Canada, so I know sales, so I need to get on. I'm not one of these people, so you know I can get on the phone and start talking to people, and it's just time consuming. And as soon as I have three or four paying clients, then I can bring on a VA organize all the drudgery selecting that, so, so, thanks for that, but yeah, it's the one, that's the one thing I haven't done, and I can't really find any fault, and which has been stressing me out, but I can't find any fault on what I've been sending out, I even did a video, what's the kind of aging, aging video for news, and so added that into it. I made it very, very simple to do things. So,

42:07
it sounds

42:07
like, like I said, sounds like you're on the right path, Lance. I just encourage you to keep going on it, and keep showing up to these calls, and we'll keep coaching you, and keep helping you. I do need to move on to the next student. We've got to take some more questions, but I appreciate all the, all the feedback, and we'll let you know on the on the media library. We'll get, we'll, we'll keep you up to date on that. Just stay in contact with Richika, and she's, she's in touch with the team as well. I know, like I said, I know they're working on it, so we'll get you some answers there. Okay.

42:39
Okay, perfect. Sorry, everybody, that was a long one, but I thought that seminar that Tom did, I just kept going. Wow, you know,

42:49
yeah, there's some good stuff, some really good stuff.

42:51
Thanks a lot.

42:54
Cool, yep, no worries. Thanks, Lance.

42:56
All

42:58
right, Bobby, how you been, man?

43:01
Okay, I got.. I'm a frame this quickly. Couple weeks ago, I hired a VA that's supposed to be certified with high level, and they didn't turn out

43:14
okay.

43:15
I got a bunch of stuff screwed up, the chat bot that that comes with the snapshot that that does the ongoing, you know, that says, "Hey, I can help you with claiming your listing and doing all that, and in the second automation goes into calling them because we get the okay to call them,

43:38
yep,

43:39
all that's gone. How can I get that all reset and, and get it back to normal, and get the automations working with the chat bot, and my VA screwed everything up. I fired them last week. I mean, be careful with VAs, they aren't. oh, they got things Bobby,

44:05
I just dropped in the chat the link to the help article and the help article section on help dot smart directory.ai underneath

44:14
that first video,

44:15
the stuff in there, though, or is it?

44:18
Yep, underneath the first video on the link that I just dropped in there, it says import AI agent snapshot, it click that link, that'll be that's a fresh link that'll give you everything that you need.

44:29
Okay, okay, I take care of that. Now the other thing that I was trying to do, let me see if I can tell you about it, but I try to share the screen and it may be just something that I can't figure out, but I've added a list into my, see, where is it, that's. Well, I'm gonna have to go here. Oh, man, a really cool this thing here is awesome. I gotta figure out how to use it, but I got SKI made a whole onboarding where the person can put all their information in on the form, and it goes in, makes custom values, does everything. And then another thing it did was this thing for, for the website, it actually makes custom values with the website.

45:35
Oh, nice,

45:36
in the agency or the studio thing, I'm trying to find, I guess I gotta duplicate that anyway. Let me tell you about it. While I'm trying to find it, where you match up your, you know, like realtors and plumbers, where you match up your thing. I went in there and I told it to to which ones you know, and it won't show up. Shucks, wrong thing, wrong, wrong, wrong.

46:18
Yeah, it's probably not the right sub account

46:36
you go to business listing labels, see, is over here, but when you go to this and say you pick one, see, I put this one in here, that one I think that one may have showed up, but is there certain.. let's see, let's duplicate this again, or maybe I can just go to this, see these things here, just not showing up. If I go to realtors, I got like 50 realtors in there, none of them show up,

47:22
I have you added the listing label to the real

47:25
businesses?

47:26
I thought I did. I mean, walk me through it. Then just go, I'll go down, pick a bunch of realtors. Let's see

47:39
under the menu.

47:42
See, I put all these in here, and none of them are showing up. See, it says Owensboro surrounding area realtor brokers,

47:53
okay?

47:56
Maybe I don't have the listing label correct, or

47:59
yeah, it's that's what I'm guessing, I'm guessing either maybe it's the comma or the slash or something, or spacing something's off, that's so it's not exactly the same

48:14
now. See, this is one, where would you see that?

48:25
Well, you need to go to the listing label section.

48:28
Okay, and that's here.

48:33
That's under right. Yep, there you go.

48:43
Yes, it does look

48:44
different.

48:48
You think it's different.

48:49
Well, yeah. Well, I know. And was capitalized there.

48:53
Oh,

48:54
so there might be a couple things that are different. I would see if you can copy that exactly.

49:02
How do you? I mean, how would you? I mean, I just.. how would I get it different? I don't understand how I could have got it different.

49:16
I'm looking at it on the back end here for myself. I'm trying to figure it out. Let's see, we go to edit this,

49:24
that's that's the picture thing that won't let you highlight it, because it just drag and drop, I but I've been fighting that off and on for months, I just

49:48
instantly

49:49
keep going somewhere else, because I get, I got so many things to do while we're, while we're waiting on that, is there anybody. Somebody that I can go to that help help me just go on and get everything set up on this thing, if I got to pay them to set it up and get all these little things fixed and get it right. Is there anybody that I can go to and pay to do this, get it done.

50:22
Ruchika, do we? I know we had a service at some point. Do we still have that?

50:30
Not the paid one, like if anyone is really stuck somewhere, so we are doing the calls, but not for the setup, like really.

50:41
Oh, not for setup.

50:43
I mean, if something is like really, really not working, and someone, it's stuck somewhere.

50:50
Okay.

50:50
Well,

50:53
Dorn's helped me, but so you know, he did it for nothing, but he just.. we worked on one or two things, and I just don't hate to take somebody's time without paying on something to just go through the whole thing with me, step by step, and just get

51:14
it done.

51:14
Is this the kind of error, Jason, or it's like the normal setup?

51:20
Normal setup,

51:21
a normal setup needs to be done via VA,

51:25
or like these little things here, you know, like, how would you know that they were different? Obviously.

51:33
Well, let's go, let's go test it real quick. So that one right there, let me just take a screenshot of it. So, Orange Boro and surrounding realtors. Yeah, okay. So let's go over to your to the menu, so under branding. So if you scroll back up to the top and click on branding, and then let's go to your menu builder, and let's, and then on the right side, so

52:02
just

52:02
scroll where you build them. I'm starting to understand now.

52:07
Yeah, scroll back up there, Bobby. See where it says "listing label" on the left-hand side there.

52:14
Yeah,

52:14
yep. So in there now, type in the Owens Borough and surrounding realtor. Yep, select that one, okay, and then just hit add to menu, just hit add to menu, that button underneath it, yep, okay, so now what it's going to do, we haven't, we haven't organized it yet, but if you scroll down, scroll all the way down to the bottom, it should be at the very bottom, there it is, right there, okay, it's down there, now let's go to your live site, and let's see,

52:48
but I've got the refresher, see, I've got the wrong ones in there, though. I've got the one with the A capital A.

52:57
Well, let's just see if this works. This should work for you.

53:00
Okay,

53:01
scroll down in that list.

53:06
Oh,

53:06
we didn't put it in a category.

53:08
It's different now, because it says something different. It's not on there. It's

53:18
try the more, try more.

53:20
Well, mores you stuff on

53:27
it.

53:30
Let's see, I don't know why it says just realtor brokers here. The title is totally different.

53:40
Hang on one second. Here,

53:42
I need to rebuild this whole menu. Donna, maybe I didn't refresh the screen on on the one

53:57
with the.

53:57
Is

53:58
there a save button? Save menu.

54:03
Oh, there we go. Yep, I thought we clicked that.

54:06
Okay, let's go back to the.. let's go finish this. Let's see, it's still not changed. The menu

54:20
was that.. was there a category at the bottom of that menu builder?

54:25
Let's see,

54:28
go to the bottom, was it under a kit? It's under, under, under blogs, promotional products, under promotional products. Oh, there it is. Yeah, I see it. So it's showing up under more. Yeah, that's what I thought.

54:44
Really,

54:45
yep. So just go go back to your live site.

54:51
Well, it shouldn't be under there. I want it under here,

54:53
right? Because we just, we just haven't organized it. But see it, it's at the bottom of the list. Click there, and now you'll see all your. Filters, see,

55:01
so it is

55:04
working. It just, it wasn't organized on the menu builder. It's not organized properly on your menu builder. So now what you'll do is now you can drag that, just hit save, hit the blue save button there, and then just grab it and drag it up into the right section that you want it to be in, so you want it to be under realtors, right? Businesses near me.

55:34
Well, on the menu, it's under businesses near me,

55:39
right,

55:41
but here I guess it should be on top, though, where it's under businesses menu. I'm not sure. Okay, it's starting to make sense, though. Let's see where it shows up, see here, yeah, showed up here now,

56:09
right. And then you can just change what that label says.

56:13
Okay, where do I do that

56:16
menu

56:16
builder itself? See, it's right here. It should be clicking under this one,

56:23
so let's

56:23
just go back to the menu builder,

56:25
okay?

56:28
And then go and open up realtors and brokers, right? No, no, nope. Scroll down to the where it says realtors, brokers,

56:44
yeah,

56:44
that sub item there, yep. Oh, so this is just a label, that's why there's nothing here. So, what you'll want to do is, you'll want to change, you'll want to, you'll want this to be, you'll want to change the navigate like this is just a sub, see how it says sub item next to the name, it's not actually using a listing label, you see that. I wish I could draw on your screen. I'm sorry, Bobby, I can't point it out,

57:22
I I don't see one thing to change.

57:28
Rachika, is that a, is that that sub item? Is that a custom link? Is that how he added

57:34
it? Which one?

57:35
So, where it says realtors, brokers, do you see that on his screen, where his mouse is? Yes, says sub item that's a custom link, correct? Is that what he's or what has he done? I'm trying to.. I'm.. I can't remember. Is that a listing? It's not a listing label. It's got to be.. it's not a system page.

57:59
I think that's. that's in the listing level, no, isn't that because custom link would show the link over there, I believe. So I believe that's

58:12
a,

58:20
but how does it? So he, but he wants to add, so yeah, so you would add Bobby. What you would do is, you'd add every listing label in here that you want to appear under, and then you can change, you can change the name of the listing label

58:38
when they updated this, that's when it changed, and I never did get it right after that. I don't see real estate label.

58:52
Jason, what exactly are we trying to set up

58:55
here? He just.. he just wants..

58:58
I just want everything that shows up here to show up on the site, and it all says no business fam in it, and I know

59:07
you're adding these same listing labels to the business listings as well.

59:12
When I did it was before the update, and it will all work, and then when they updated all the back end to make the labels and make the things none of them matched up, so I've never had been able to fix it since then. That's months ago.

59:30
So you're seeing like the listing labels, which are visible here, these are added to the list business listings before

59:40
they were done before the update, and all these don't match the things that showed up in the, in this part of it were all different.

59:51
Change the name,

59:53
so I need to get a pattern to ambit how to change the name and get it right, or just delete everything. Start over. I don't know. I don't. I want to condense that, that Owensboro and surrounding cities, realtors and brokers. I want to reduce that to just realtors and brokers, like I have.

1:00:15
Then what? What you need to do, Bobby, is then on all of your real estate listings, you just need to add that listing label, so if you go back to the businesses, go back to businesses, you're right there. Nope, just down a little ways up

1:00:32
here.

1:00:33
Nope, nope. Go, go up to businesses dashboard. Yep, there you go. Click on that.

1:00:41
I'm all already in businesses.

1:00:46
Oh, go to all accounts. Okay, there you go. Now this is where you're going to change. So, what you'll do is you'll up what you'll find all of those real estate. There's some right there. Okay, so those are contractors. Those aren't. Yeah, so you'll want to find the real estate ones.

1:01:07
Yeah, I had them sub subcategory all at once, but now

1:01:12
you'll just select those.

1:01:16
Select it like here.

1:01:18
Yep, exactly. Select the listing. Yep, select the listing, so you can select multiple at one time.

1:01:23
Okay, let's try to,

1:01:25
yep, and then you'll remove that, you'll remove that tag, yep, or that listing label, and then at the top go back up to the top and click on add listing label the black button there in the middle.

1:01:43
Yeah, that's how I got them to start with.

1:01:46
And now select that. What is

1:01:48
it? Your one?

1:01:50
Yeah, the correct one, whatever it is. Real estate,

1:01:54
that's not it. CIS brokers, real estate agents. I don't know if we deleted that.

1:02:03
No, it should still be here. We didn't delete anything, so it's got to be in here.

1:02:07
You can type in the search

1:02:16
that

1:02:17
the first option,

1:02:18
no, the first one's the one we added, but the other one's not there anymore. These are the three that's in there right now, but can I just change it? Her,

1:02:32
you're looking for realtors slash

1:02:34
no, it's not there, though. It's not. We deleted it somehow, because it's not showing up,

1:02:44
okay. Well, then, then yes, you need to re-add it if it's not showing up,

1:02:49
okay.

1:02:50
Go back to listing label,

1:02:52
okay.

1:02:53
Close that box, go back to listing labels at the top. Nope, all the way over to the far right, for like, yep, right there, and then click on if it's not in here,

1:03:06
you'll

1:03:06
click on add,

1:03:10
so I have to rename them the way I want them,

1:03:14
realtors slash brokers, yep,

1:03:17
but that one is available on the website, right,

1:03:22
well, it wasn't available when he tried to add it to a business listing,

1:03:29
but I saw it something.

1:03:31
Yeah, you saw it in the menu, it was just in the menu on the website.

1:03:36
Okay,

1:03:38
so now you can go back to businesses, yep. and now select a couple of them again. I already have them selected. There you go. So now go back up to the top and click on add business or add listing label. There you go, and then just do a search for it here.

1:04:01
I need to refresh

1:04:04
the page.

1:04:05
Yep.

1:04:06
Okay. When we were on this one, so let's see if we can. This is the kind of stuff that I, you know, you run a business 25 years, you don't do this shit anymore. You, you run the business from a distance. I'm used to organizing stuff and making stuff happen, but not doing the details. I just want to hire somebody to do these details.

1:04:34
Yeah,

1:04:36
I want to make the decisions and tell them what to do, but you know I'm not in my business like I used to be, so I don't have the cash flow I used to have to be able to do that, but

1:04:53
I think you'll have to refresh this page.

1:04:55
This page,

1:04:57
yes,

1:04:58
I think there is a mess, my. Large, like things are appearing like these are visible on the website menu, but these are not visible on the back end, so some like definitely there is something which is amiss. I think we can share this with the dev team, maybe they can fix something on it, right? Like things are visible on the website menu, but these are not visible on the back

1:05:25
end. This one delayed it and tried

1:05:30
right. Let's, let's see, let's see if this works, Rachika. And then, yes, I agree with you. Let's just see if this, if he's able to find it now. Now he's okay, so now you can see realtor broker, okay? Hit save, and then let's just see if that applied it to the to the site. I'm on your live site right now,

1:05:53
probably hit the refresh yet too, okay? Realtor broker,

1:06:00
so yeah, it's not working.

1:06:03
Yeah, I think there is some kind of cash error or something with this account, so maybe we need to submit this with the dev team.

1:06:11
Okay,

1:06:13
yeah. Bobby, do we have access to your go high level account?

1:06:20
I think so. Let me look here.

1:06:25
What is your agency name? VWT, right? Let me check.

1:06:28
Yeah, I see. Be under,

1:06:34
like, we have access. Can you update this to our new email address? I'll just send you the email

1:06:49
address

1:06:51
that's in the setting in the left bottom, bottom like left bottom

1:07:00
settings. Oh, it's under settings, and not under the main menu. I was looking for team, but I couldn't find them. Okay,

1:07:08
and I send you the email address that you need to add. Yeah, inside of the teams. Yeah,

1:07:16
where is

1:07:17
you need to click on team? Yep,

1:07:21
I did. I thought three times

1:07:28
it should be with help at Offline sharks.com maybe on the next.

1:07:35
At the very

1:07:35
bottom, it's at the very bottom.

1:07:37
Is it okay? Yeah, yeah, it's there. You need to

1:07:41
know you, it was on the first page there, Bobby.

1:07:45
Oh no, was it?

1:07:46
Yep, yep, the very last one there. It is. Just go ahead and edit that user. There you go. And then just update that email with the email she just threw in the chat, it's help at Smart directory.ai

1:08:21
is that spelled right?

1:08:24
No, t o r y

1:08:29
t o r y.

1:08:31
Yep,

1:08:35
I can't get to the chat right now with this open.

1:08:40
Yep.

1:08:41
Now, do I just push save,

1:08:43
hit next, and then you'll hit save, I think. Yep, then hit save. There you go, you're

1:08:51
done. All right, we just saved it. I don't

1:08:52
have to do this.

1:08:54
Actually, you do. It looks like, yeah, I

1:09:17
Six Okay, I don't mean to be.. I don't know.. I've just been fighting against this for.. I fought with it for two years with my sign company, you know, with high level trying to learn it and trying to do it and Larry fighting against it, don't want nothing to do with it, and all this stuff, and then I started doing my own stuff to get away from him. It's just so frustrating now. I don't know if I need to drop everything and just friggin live my life, I'm on. He's, you know, only got a few years left, or do I need to get this done, and I would like to get some help to just go through it all, make sure everything's right, that way I can move on, because this is just the first step. I want to sell directories to other people,

1:10:17
right? I, so I, I made a note of that, Bobby. I'm going to send this over to Cameron. I'm going to see if we can't get you some help, so let me talk to him. Let me see what we can do.

1:10:30
Okay,

1:10:31
and then we'll get back to you on that. Okay.

1:10:34
Yeah, let's see, which one of these is. is the. I guess it's this one, yeah,

1:10:41
yep.

1:10:42
Okay, so how to turn off sharing now?

1:10:46
Just hit it again, and then you can stop. There you go. Perfect.

1:10:50
Okay, okay. Sit here and listen.

1:10:53
All right, Bobby, like I said, I made a note, so we'll, I'll talk to Cameron. I'll see if we can't get you the help that you need, okay? Do You're on mute, you're on mute, Bobby.

1:11:09
I just spent over $800 on his VA, and he screwed up everything I got, so I'm just in a whole, a whole month's worth of that. So it's that's what's frustrating me right now at this point. Sorry,

1:11:24
yeah, that's okay. We're going to do what we can to try and help. Alright, what is it? Three 3c biz. I'm sure your name.

1:11:36
Yeah, my name is Angela. Thanks for taking..

1:11:38
Okay,

1:11:38
Angela. Sure, Angela.

1:11:40
So, I have a couple of questions. I am, let me share my screen. This should be it. Yeah, this is it. So, I'm wondering, is there a way for a payment link to be sent out in regards to this product? I know that the plans live in the plan section, and when you come over here to payments and send a payment link, it doesn't show up there. Is there a way that I could send out a link so that the person can get the premium packages or the foundation packages, the different packages that I have to offer,

1:12:24
and you don't want to send them directly to the plans page. Excuse me.

1:12:29
Well, yes, but in, I would like to be able to walk them through it, and if they're not familiar with sharing screen, like for instance, I have somebody that's supposed to be updating or upselling, or I should say going with our premium package, but to say go to our pricing page and fill out the forms. I'd like to just send her a payment link. Is that something that I need to create for myself?

1:12:58
Yeah, I don't think that we can do that.

1:13:01
Okay,

1:13:05
so just have her go through the payment through the pricing plans on our main site, so that she can complete it, and it will give her the premium access. Right?

1:13:18
Yeah, I mean, if she goes directly to the plans page and chooses her plan from there. Yes, 100% I was just trying to think of a way around it. So the other way, the only thing that I can think of would be if you know you're using Stripe, you can create payment links inside Stripe real easily. So you could create permanent payment links for each of your plans, and then you could basically say, hey, choose, you know, which plan, just tell me which plan you want, and I'll send you a link to pay for it. And then, on the back end, you could, you could turn her listing into a premium listing, right? Right.

1:13:53
Once I get the notification that the process has gone through Stripe, I would go in and manually change it, so if I want something like that, it needs to be set up in the Stripe platform, not necessarily GHL or through Smart Directory, right?

1:14:09
So GHL does have payment links as well, if you have Stripe connected. So, Stripe, there's two Stripe connections, though, that we're talking about here. So, Stripe needs to be connected to the SD AI app itself, right. And then, if you wanted to create a payment link inside GHL, Stripe needs to be connected inside GHL, which is a separate connection. So, the under smart directory, you would connect Stripe there. Under high level, you would go to settings, and then integrations or payments. I'm sorry, and then settings, and then under payment. Yeah, click on payments for me,

1:14:48
and I'm not sure. I'm not able to, I guess it's over here. So, payments,

1:14:52
yeah, click on payments,

1:14:54
and

1:14:54
then it's probably under settings up at the top, top right

1:14:58
integrations.

1:15:00
Or integration, there you go, yeah. So, so Stripes already connected for you, I can see that right there, it's already live. Yeah, so there's nothing you need to do here. So, what you can do, so now at the top of your screen, yep, there's payment links. You can create a new payment link here,

1:15:14
all right?

1:15:14
Right, for a specific price, and you could send this directly over to her if you wanted her to pay that way, and then you, you could just update her listing manually on the back end,

1:15:26
okay? Meaning that I would need to set up my product in order to set that link up, okay? Great, I just wasn't sure if there was something that was already pre-built that I was missing, or if it's the steps that I need to take to get that, because I would like to be on the phone and say, how about I just send you the link right now.

1:15:44
Yes,

1:15:44
and close it easier than saying, please go to my pricing page and fill it out. So,

1:15:50
right,

1:15:50
my next,

1:15:51
just know though that she'll still have to claim the listing.

1:15:57
Okay,

1:15:58
so she'll still have to go through that process. You can't claim the listing for her, so she's going to have to go through that process. Okay,

1:16:07
okay.

1:16:07
So that the listing is connected to a user account that she creates during that claim process.

1:16:15
Make

1:16:15
sense? Create user. I'll send the link shortly after that. Yeah.

1:16:20
And then one more thing to note is that if she does pay through the payment link that you're going to create that is not connected to the SD AI app or site whatsoever, so if you know, say that, that maybe you're she, you're collecting a full payment for for a year up front, just know that after a year you'll have to manually go and send another link to her to pay again, right?

1:16:50
Got it? Or make sure that Stripe is on some kind of re billing,

1:16:54
right? Yeah, yeah, because it's not going to be connected, so like if you go that route, just know that,

1:16:59
yeah,

1:17:00
you'll just have to set a reminder for yourself for that client or for those clients that you set up that way, that you'll have to go back and collect payment a year from now, or however you're setting that up.

1:17:12
Got it all right. Yeah, that might.. I'm not going to get the same notices that I would if I do have her go through the payment or the pricing plan

1:17:21
actually click on create payment link for me. I think we can connect a product here, if I remember right.

1:17:27
Yeah, that's what I was thinking, is I'm gonna have to create.

1:17:29
Yeah, you can

1:17:30
create a product, okay? So there you go. So that solves the problem right there. Yeah, I forgot about that part. So you would just create a product, a reoccurring product for either annual or monthly, right? Set the pricing, and then set the schedule, and that's the.. so you'd have two, you'd have two payment links, you'd have a monthly payment link, and you'd have a yearly, or if you're not doing monthly, if you're just doing yearly, you just have

1:17:57
one, right? All right, so let me go ahead and do that, and I'm just going to generate this quickly, just so that I can have

1:18:06
it. Yep,

1:18:08
and then product, okay, awesome.

1:18:21
And then I can do the rebuild over here, okay?

1:18:23
Now

1:18:24
the rebuild is done at the product level,

1:18:27
okay? The

1:18:29
product, let me just set it

1:18:30
up correctly for the setup fee, or the rebuilding.

1:18:33
Yeah, go to products, your product list, go to edit at product, and then scroll down to towards the bottom

1:18:44
it's right here,

1:18:47
yeah, there it is. One time, so you set that as one time to the drop down, so you'll want to change that one time drop down, you'll want to change that to reoccurring, and then you can select what that reoccurring is, whether it's yearly, monthly, bi-weekly. Right, you get to decide what that is. Yep,

1:19:09
awesome. And I'll come in here and do the product information, so it has,

1:19:16
yeah, you can add a photo to it, you can add a description, you could put all the bullet points that are available on your pricing plan,

1:19:24
right,

1:19:24
right, or on on your website, you could add that in here, so when they go to the link, they see all the same info, right,

1:19:31
very good, okay, so that answers that, but to begin it all, they still have to go in, create or claim the listing, create the user, and then it will put in all,

1:19:44
yeah. Well, because you want them to claim the listing, you want them to own the listing, so that we can't fake. There's no way to set that up for them. They have to physically go and do that.

1:19:55
We'll do that. Okay. So my other question is, I thought that I was. Deleting just one part of my contacts, and I unfortunately deleted a whole lot of them. Now I do know that bulk actions puts them back in place, but you'll see here this was the initial list that I received from Tom Gaddis. Right, so it shows Deatronics is here, it has a business tag, so once the business tag is there, it's supposed to be live on my site, right? But when I come over here, there's no listing found.

1:20:39
I can't see the pay. I'm still seeing.

1:20:41
I'm sorry,

1:20:42
that's okay. But I do know that we had a bug. We just pushed another update on this. So, what we'll do.. let's just let me just see it on your live site real quick.

1:20:55
Get you to the right page, let me one second.

1:21:04
Sure,

1:21:09
see,

1:21:09
so on on this one it shows it not listed, but on the original site it shows it as already in my software under businesses tagged.

1:21:25
Okay, let's just try one thing. So go ahead and just remove that business tag for me.

1:21:31
Okay,

1:21:33
and then just scroll down and save this, or unless you have auto.. oh, it's already auto saved. Okay, so go ahead, and then let's go ahead and re-add it. Perfect. So now it may not be available right away,

1:22:04
but

1:22:05
let's give it a shot. Let's go ahead and refresh. That should kick start the process again. Yeah, there looks like that's it, right?

1:22:13
No, this is my main page. So,

1:22:15
oh shoot, okay,

1:22:16
yeah, that did

1:22:17
there. It is

1:22:17
electronics. Okay, cool. Awesome.

1:22:19
So I'll go into those contacts, maybe do like a CSV, and create new tags for all of those businesses, so that I'm

1:22:26
not

1:22:26
you. If you go under contacts, you can, yeah, you can select all of them, remove the tag, and then re-add it, and that they should just instantly populate.

1:22:35
Awesome, thank you so much. That has been bugging me for the last two weeks.

1:22:39
Yeah,

1:22:40
awesome. That was all my questions. The custom code strike. Yeah, you answered all my questions. Thank you so much.

1:22:49
Awesome, no problem. Happy to help. Right, Alex? I know you've been patiently waiting. Hi, Jason. How you doing? I'm really good, thank you. How about yourself? I'm doing well. Yeah,

1:23:02
good. Yesterday, a person added a new business out of my control and took the premium plan, and then said that he never received any automated email or confirmation email, so I'm at the beginning of this business in a way where I don't know if I have an automated system right now where it's going to send emails when someone on their own, you know, take a take a plan, take a premium, so I don't know what's going on. Something's broken, or is it not supposed to be that way? Or I don't know.

1:23:50
Let's go ahead and let's first check out the workflow mapping. So let's go to settings inside of SDAI. Okay, you'll then you'll click on workflow mapping.

1:24:03
Should I share the screen somehow? Yeah,

1:24:05
sure. Yeah, we can go through that together.

1:24:07
Okay,

1:24:08
that makes sense.

1:24:10
Okay, so okay, going here to settings,

1:24:28
yeah. Once you load.. oh, sorry, I meant to, meant to say go to SD AI, and then go to settings inside SDA.

1:24:36
Right

1:24:37
there, you go.

1:24:43
Oh, I mean, okay, you mean here,

1:24:45
correct? Yes, and then workflow mapping number three, there you go. So this is where we want to make sure that premium listing is mapped to the correct workflows, so. Yep, looks like listing upgraded to premium, listing upgraded to pro. Okay, yep, and everything else that looks good. Okay, so now let's go under your automations, make sure those are actually published, they're not in draft,

1:25:17
maybe that's where something is not right, do It, so,

1:25:28
yeah, smart directory AI workflows, and then we should have a couple of folders, yep, got system workflows and outreach, so let's see, new claim requested listing upgraded to Pro. Yep, you can see 95 people have been through that one. Let's go

1:25:51
manually done. Okay, me doing it. So want me to do something? Open it. Yeah,

1:26:00
go ahead and open it. Let's look and see. Click on the execution logs at the top once this loads.

1:26:13
There he is. John, is that

1:26:14
him? Okay, so he's still in here. So he's.. it's waiting for something. Go ahead and click on view details, there

1:26:27
waiting,

1:26:30
so wait one day, so there must be a wait step in here that he's stuck at right now. Let's see here, it says added to workflow, email was executed, SMS was sent, tag was added, an internal notification was executed. Click on internal notification, the second one down from the top. So go ahead and close that window. Yep, click on details, so that that shows as correctly executed, so

1:27:11
but the thing is I don't know if this is reflecting me manually going on to the toggle bot but button and putting it on premium. I'm trying to remember what I did yesterday to send him the emails.

1:27:31
Oh, it says DND enabled by customer for email, so that's why he's not getting the email.

1:27:37
Oh,

1:27:38
so go ahead and click, click on DND in the center at the top

1:27:43
right

1:27:43
there, yep, so yeah, so that's why he's not getting emails, that's the whole reason, there you go, so he

1:27:49
must have for

1:27:50
do not disturb, so it's essentially it's an unsubscribe, so what he did is he must have clicked the unsubscribe

1:27:59
button

1:28:00
inside the email, and so then now that's why he's not receiving emails.

1:28:04
Okay, that makes sense. Where's that button, by the way? Is that

1:28:09
it's inside the email?

1:28:12
Oh yeah, okay. So he, he never received any email, though. It said once I've gotten one, at least, right.

1:28:21
Well, if you look at the bottom, you can see DND enabled by customer at 10:20am this morning. See, at the very bottom, in the center of your screen, all the way down.

1:28:32
Oh, yeah,

1:28:33
yep.

1:28:34
So he

1:28:35
clicked,

1:28:36
yep, he clicked it, and you can see, Welcome to Premium. That was an email that was sent

1:28:44
right

1:28:45
a little bit further down, next one down, right there, that's an email that was sent, uh, looks like 6:27pm that was, I don't know if that was yesterday, but

1:28:56
okay, so, so Jason, so that's because I think it's because me, I intervened, and I clicked on the premium button, and here at 521 that's when he, so he changed his password.

1:29:13
Yep, so it says welcome, so he got the welcome email at 511 he got it, and he could see he opened

1:29:24
it. He opened it.

1:29:25
Yep, click on details opened. Yep, he got that email.

1:29:32
Oh,

1:29:34
and then he got the next email that was sent at 521 which was what password has been changed,

1:29:40
right?

1:29:41
Yep. and then 627 I'm not sure which one that is. Claim has been approved. Oh, you must have approved.

1:29:51
Yeah, his

1:29:52
claim request. Okay, right.

1:29:55
Okay, so

1:29:58
and then he got

1:29:59
an email last. Night, another email at 627

1:30:04
Yeah,

1:30:05
welcome to Premium, which is probably you intervening and setting that up.

1:30:09
Yeah,

1:30:10
that was you. So the system did what it was supposed to do, you thought it didn't, and then you, you sent it, and then he unsubscribed from the emails, probably think because he was like, I already got this email, right, sending it to me again, so that's probably why he unsubscribed. Yeah,

1:30:25
okay, gotcha.

1:30:27
Yep,

1:30:28
okay. So, it sounds like the system is working.

1:30:30
Yeah, it looked to me, everything looks great. Looks like it's firing just fine.

1:30:34
Okay. All right. Well, thank you, Jason. That was that was

1:30:39
it. Yeah. So, next time, what I would do is just as soon as you see somebody pop up, just go and look for their contact, and just look at the just, just follow the trail, right? Just look at what's been sent, what hasn't been sent, look at the time stamps, look at what they've received.

1:30:55
Yeah, no, because I'm anticipating a large, large volume of people eventually, so I want to make sure the automation works, because I'm not going to be able to intervene each time. So,

1:31:06
right,

1:31:09
very cool. Okay. Well, thank you. It

1:31:10
looks great. Yeah, no problem. Happy to help. Right, is that all the hands? I don't think anybody else has a hand up, right?

1:31:25
I may have a question, a little bit not directly about an issue per se, but I sent out.. I don't know if Ruchika is there. Wait, hi. How are you? Good, good. I don't know if you remember earlier this week or last week, I sent a ticket regarding Jason Fields, where, because it's critical for me, at least. Yeah, so is there something that I can expect from that, what I'm, what I'm trying to do is, whenever someone fills out the fields, it creates a JSON file, or a JSON, you know, content box, so that LLMs can totally understand what the listing is about, not just relying on the content of the description itself, but having like a JSON, well-defined JSON template that can be easily readable by LLM. So I checked with Claude, asked Claude if the Smart Directory AI was referenced easily by models by AI, and it said, well, kind of, if it relies on me on the descriptions inside the inside the description inside the, you know, the content that is putting the description out, but if it had a JSON, and I'm not too understanding what exactly what it meant, but it's like a JSON pendant to that, it would be much better, and I was hoping to get some feedback about that. So,

1:33:14
yeah, I think most of the merge fields are there, but there are some which are coming from the SDI backend and not from the Kova level, so I think that the team need to check how they can pass these merge fields

1:33:30
for the JSON file. Yes,

1:33:32
yeah,

1:33:35
so because you added that to the Canyon board, so definitely the team will check, but but just for your information, like it's not coming in like a week or so, like it will take about a month, definitely.

1:33:49
Oh, okay.

1:33:50
To check, yes.

1:33:53
Alright, so I guess I'll check back later.

1:33:56
No problem. We'll keep you updated on this one.

1:33:59
Gotcha. Okay. Thanks.

1:34:01
Yeah, no problem.

1:34:05
All right, Bobby, you had another question.

1:34:13
I was just wondering about what he was talking about. If we, if I could make a little loom video, or or some way to I've known other people that I've went through this process with, they always after you subscribe to their meeting, they have a video pops up and says these are the things you're going to see, you know, explaining that you're going to get three emails and you're going to get this and just watch for it, and so that people don't do the DMD, or you know,

1:34:46
right? Right, yeah, that's a great idea, 100% Yeah, I think, yeah, letting people know kind of what to expect, setting the expectations from the very beginning. And even before they pay you is great, after they pay you, even better, because it just, it just shows that you're very well organized, you've got a system for everything, letting them know, hey, you just paid, this is where you're at now, now you can expect, like you said, a couple more emails, and then over the next 24 hours, you know, this, this, and this will happen, and then you'll be all set up, or whatever, whatever your process is, but yeah, 100% I stand behind that. I think that's a fantastic

1:35:30
idea.

1:35:30
Well, it just kind of dawned on me that might be a solution to part of the workflow.

1:35:38
Yeah, I think so, like, for us to implement it, everyone, so everybody's running such different directories.

1:35:49
Well, could we, could, could, where would I put that in the workflow? That I mean, it

1:35:55
would just be an edit to the existing

1:35:56
edit to the existing email. Yeah,

1:35:59
okay, yeah,

1:36:00
so it's not that you'd need to necessarily add another email for that, it's just, yeah, you can just edit the existing email to include information about what to expect,

1:36:11
yeah, okay, great,

1:36:14
yep,

1:36:16
yeah, I have multiple videos linked in my different emails explaining how to onboard and stuff.

1:36:25
Yeah, that's great, Alex. That's awesome. Was there something else, Bobby?

1:36:35
No, I just wanted to just ask about that, because I kind of like, okay, this might help.

1:36:45
Yeah, no, I agree. I think that's a great ad for sure.

1:36:56
Nobody, their cameras on no more.

1:37:00
What's that?

1:37:01
Nobody leaves her cameras on anymore.

1:37:04
Oh, here, I'll turn mine on.

1:37:07
I just.. I just noticed.

1:37:12
There we go. Andy's popping on. Look at that. He's quicker to it than I am. Let's see, where is mine? Oh, there it is. There we go. Here I am. I'm

1:37:24
just in a basement here, and I just.. I don't have a good background, but I just noticed that. Wonder why people weren't showing up on their faces.

1:37:38
I do it usually, because most of the time people sharing screens, so, but, oh yeah, I'm happy to

1:37:43
cuts down on the bandwidth,

1:37:48
yeah,

1:37:49
yeah,

1:37:50
but if you miss, if you miss seeing my face, Bobby, I'll, I'll make sure to turn my camera on,

1:37:58
just the observation, I didn't, yeah, yeah, no, it's all good.

1:38:01
Not a, not a complaint or nothing.

1:38:05
Well, how anybody other, any other questions from anybody? We're getting close to the end here, so if there's, if there are any more questions, happy to answer them. If not, happy to let you guys go home early. Okay, yeah. Bobby, did you have something else? Or no, you're just saying bye. Okay. All right, cool. All right, guys. Well, thank you so much for showing up today. Appreciate all the questions, as always. We're here every week, every Tuesday, 12 eastern, for about two hours, and you know, I always tell you guys, we've got a fantastic help desk. We're here to help you guys along this journey. So, if you get stuck, if you have issues, please reach out to our health help desk. Rachika is part of that amazing help desk. She's fantastic, and she'll, a lot of times, she'll be jumping in there and answering your tickets and trying to help you guys through whatever you're dealing with. But if you do need additional support, additional help, and it requires maybe a little more context, or you want to bounce ideas back and forth, like you've seen here today, or you need to share your screen, that's what we do these calls here for. So, please feel free, jump on these calls, and get your questions answered. We definitely don't want you guys sitting around twiddling your thumbs, waiting on high level or trying to figure this all out on your own. That's why we're here. That's why we do these, so we definitely want to support you guys in every way that we possibly can, and help you. With that being said, I think we're going to wrap it up here. Let you guys go home early, enjoy the rest of your week, make it a productive week, and we'll see you guys all next week. Take.

1:40:00
Everybody, bye.