Home Pro Heroes 8/26/2024

Welcome To Home Pro Heros

Trivia Question❓

What type of content is highly effective in showcasing expertise and attracting potential customers for home service businesses?

Answer at the bottom of the newsletter

Boosting Home Service Business Efficiency: Leveraging Technology for Scheduling, Customer Management, and Communication

In today's competitive home service industry, effectively leveraging technology is crucial for elevating a business. By utilizing advanced software and tools for scheduling, customer management, and communication, home service businesses can streamline operations, enhance customer satisfaction, and drive growth.

Scheduling software simplifies appointment management by automating booking, reminders, and calendar synchronization. This reduces manual errors and administrative overhead, allowing businesses to allocate resources more efficiently and improve service delivery. Tools like Jobber or ServiceTitan enable real-time scheduling updates and seamless coordination among team members, which ensures that appointments are managed smoothly and that technicians are deployed effectively.

Customer management systems are vital for maintaining comprehensive client records, tracking interactions, and managing service history. These systems, such as Salesforce or Zoho CRM, help businesses gain insights into customer preferences and behaviors, leading to more personalized service and targeted marketing efforts. By keeping detailed records, businesses can anticipate customer needs, address issues proactively, and foster stronger relationships.

Effective communication tools are also essential. Platforms like Slack or Microsoft Teams facilitate instant messaging and collaboration among staff, while customer-facing communication tools like SMS and email automation enhance client engagement. Automated follow-ups and notifications keep customers informed and satisfied, reducing no-shows and improving overall experience.

Integrating these technologies not only boosts operational efficiency but also enhances the customer experience, driving satisfaction and loyalty. By adopting and effectively using these tools, home service businesses can position themselves for long-term success and stand out in a crowded market.

You Are Invited!

Do you own a business that has a 401(k) retirement plan for your employees?

Get lunch delivered to your door while you learn about...

Are you aware of the ongoing Fiduciary Responsibilities that you have as a plan sponsor employer?

“Funds, Fees, & Forfeitures…Fiduciary Litigation Continues”

Plan Sponsor Magazine August 2024

According to a recent article from Brach and Eichler LLC, from 2019 through mid-2022, more than 200 class action lawsuits were filed against 401(k) plans, fiduciaries and plan sponsors. Companies spent more than $150 million to settle those lawsuits

Historically, most 401(k) lawsuits have targeted high recordkeeping/administrative fees and poor investment performance.

Over the past several years, they now seem to be targeting a wider range of areas.

Managed accounts, Target-date funds, proprietary fund

usage and forfeiture usage have all been named in recent lawsuits

We expect lawsuits to continue at a high pace over the next several years.

This reinforces the need of a sound prudent process as plan fiduciaries and the assistance of an Independent Fiduciary Team to mitigate fiduciary risks involved with sponsoring an ERISA retirement plan.

Employers & Providers of all sizes have been subject to litigation over the last several years.

See the most common mistakes Employer Fiduciaries owners make in this area, and how you can overcome them and reduce exposure.

You can significantly reduce your liability, lessen the administrative burden and possibly save money at the same time!

Fill out the form to register now and learn how to protect yourself (and your company.

There will be no sales pressure in our training, we promise

DOL suggested Ongoing Benchmarking of Provider Fees & Services.

Evaluating a Pooled employer plan vs. Single Employer Plan.

Understanding the Fiduciary Roles and Responsibilities Current Single Plans vs Prospective PEP.

For Employers:

How to how to reduce fiduciary risk and administrative responsibilities and create a modern more personalized 401K plan for your participants.

For Advisors:

Enhance the value of your practice expand your range of services offer consultative value with a door breaking conversation.

Register now and we will deliver lunch to your door. 

Make sure you enter the correct email and cell phone number so we can get you lunch.

Date: Thursday, August 29th

Time: 11AM-12PM Eastern Time

Place: Zoom

Register HERE

Legacy Planning Virtual Lunch & Learn: Harness the power of Family Travel 

Stan Miller is a nationally recognized estate planning attorney, a #1 Amazon best-selling author, the co-host of the Your Life Your Legacy podcast, and one of the cofounders of Wealth Counsel, the largest estate planning software program used by estate attorneys.

On this educational lunch and learn, Stan will share:

The insights gained from physically experiencing different, even strange, places cannot be replaced by reading about them or through any kind of online medium.

When we connect with people who think differently, believe differently and eat differently than we do, we are changed. We grow.

We discover that people of all beliefs and colors are very much like us, and are almost always kind, generous, and open.

Sharing that experience with family members, especially younger members, can be life changing for them.

Your lunch instructions will be in your confirmation email and text, so make sure to enter your correct email and cell phone numbers.

Date: Thursday, August 29th, 2024

Time: 12-1PM Eastern

Place: Zoom

Register HERE

Discover how to grow your business with a podcast and turn warm fuzzy feelings into cold hard cash.

Grab a copy of the Amazon best seller here

💡 Answer to Trivia Question:

How-to guides and instructional videos.

See You Wednesday!

The Home Pro Heros Team