Conference Agenda

WED. 6 | General Events

5:00pm – 7:30pm

Registration

Legacy Foyer – 2nd Floor

Pre-Event Support Lab

5:00pm – 7:30pm

General Use Questions on SA

Tokyo Room

THU. 7 | General Events

7:00am – 8:15am

Breakfast

LEGACY A-B

7:00am – 9:00am

Registration

Legacy Foyer - 2nd Floor

8:30am – 6:00pm

Lounge/Meet and Greet Area Conference Testimonials and Interviews

Singapore Room

8:30am – 6:00pm

Vendor/Partner Displays

Legacy Foyer

12:00pm – 1:00pm

Lunch

LEGACY A-B

12:00pm – 1:00pm

Academy Elite Lunch

BEIJING ROOM

6:30pm – 8:30pm

Welcome Reception Sponsored by Clearent

LEGACY A-B/Foyer

Day 1 Support Lab

7:30am – 6:30pm

General Use Questions on SA

Tokyo Room

FRI. 8 | General Events

7:00am – 8:15am

Breakfast

LEGACY A-B

8:30am – 5:30pm

Lounge/Meet and Greet Area Conference Testimonials and Interviews

Singapore Room

8:30am – 5:30pm

Vendor/Partner Displays

Legacy Foyer

12:00pm – 1:00pm

Lunch

LEGACY A-B

6:30pm – Midnight

After Party – Limited Availability – Advance Reservations

Must be ready by 6:30pm

Meet at Hotel Main Doors – First Floor

Day 2 Support Lab

7:30am – 5:15pm

General Use Questions on SA

Tokyo Room

Day 1 Conference Sessions

TRACK 1

LEGACY C-E

8:30am – 8:45am

Opening Comments

Roy Heintz

TRACK 1

LEGACY C-E

8:45am – 9:45am

Positioning Your Business for the Future: The 3 Biggest Things I Learned This Year

Positioning your business for future growth takes strategic planning, motivation, and a desire to change. Staying static or becoming too comfortable could mean the end of the line for your business if you’re not willing to go the distance. Listen as Jonathan reveals his biggest lessons learned during Service Autopilot’s latest transition - and how you, too, can apply that thinking to your own business.

Jonathan Pototschnik

9:45am – 10:00am

Break

TRACK 1

LEGACY C-E

10:00am – 12:00pm

Bottleneck Breakthrough Method

With his Bottleneck Breakthrough Method, Josh will show you why finding and fixing bottlenecks is the best course of growth for your small business. Live questions are encouraged, because Josh is going to apply these concepts directly to your business.

Josh Long

TRACK 2

LEGACY B

10:00am – 10:45am

Your Roadmap to Success with SA!

If you’ve never had time to explore every aspect of SA and use it to its fullest potential, join certified advisor Mike Callahan and trainer Chris Volpe as they walk through what an optimized instance of Service Autopilot looks like. This could be the roadmap for your success in using Service Autopilot for years to come, highlighting commonly missed or misused features of the CRM while showing you how to improve your workflow.

Chris Volpe & Mike Callahan

TRACK 2

LEGACY B

10:45am – 11:30am

Creating a Sales Playbook

Can you handle any Sales situation? Can your team? Jim will show you how to build a Sales playbook that will allow you to quickly ramp up new sales people while outlining best practices and gaining competitive insights - tools EVERY sales rep will need at a moment’s notice.

Jim Evans

12:00pm – 1:00pm

Lunch

LEGACY A-B

TRACK 1

LEGACY C-E

1:00pm – 1:45pm

What’s New at SA

What’s new in Service Autopilot? Find out what we’ve been working on, and what you can get excited for in 2020.

John Caldwell

1:45pm – 2:00pm

Break

TRACK 1

LEGACY C-E

2:00pm – 3:45pm

2019 Hottest Issues AND Solutions

Jason spends hundreds of hours a month talking to business owners about the things that keep them up at night – everything from finance and legal to sales and marketing. In this engaging workshop talk, Jason will share the top 15 hottest issues of 2019 from his perspective – AND ways to resolve them in the days and weeks following SA6.

Jason Cupp

TRACK 2

LEGACY B

2:00pm – 3:00pm

Gain More Valuable Customers: Automation Workshop

Come learn about a brand-new Automation built just for Conference attendees. We’ve built a powerful new marketing Automation that will help you generate more business in the geographical areas that YOU want. Build denser routes and get morevaluable customers all by doing very little work on your part. We will walk through how to download and implement this Automation, so you can start using it immediately. We’ve built this Automation to fit any business. Let’s make you some more money!

Chris Volpe

TRACK 2

LEGACY B

3:00pm – 3:45pm

Utilizing New Forms

Ready to take your surveys, checklists, and lead captures to the next level? Service Autopilot will be releasing a new Forms module giving you more customization with an intuitive building experience. New Forms will let you create surveys or checklists with multi-page logic. When you implement, you'll be able to maximize efficiency in the field by using them on our Team app. Take a peak under the hood and learn how new Forms will bring value to your business.

Joe Hrbacek

3:45pm – 4:00pm

Break

TRACK 1

LEGACY C-E

4:00pm – 5:15pm

Pumpkin Plan – Explosive Growth in Any Field

Who would have ever thought, that the key to explosive entrepreneurial success was held by pumpkin farmers? Just as almost every pumpkin farmer grows ordinary Halloween carving pumpkins, most entrepreneurs grow ordinary, unremarkable businesses. Yet by tweaking their approach in small ways, farmers can grow giant, prize-winning pumpkins that get all the attention and press coverage.

In The Pumpkin Plan, you'll learn how applying the same few simple methods farmers use to grow colossal prize-winning pumpkins can lead entrepreneurs to grow colossally successful businesses.

Mike Michalowicz

TRACK 1

LEGACY C-E

5:15pm – 5:50pm

The Top 3 “Biggest Badasses” of 2019 Service Autopilot Academy

Members of the Service Autopilot Academy submit videos highlighting their struggles and their biggest victories. Join us as we watch the three nominees, and vote for the Owner who made the most impressive change in their business, and their personal life.

John Caldwell & Jonathan Pototschnik

TRACK 1

LEGACY C-E

6:00pm – 6:30pm

Introduction to SA Academy: For Those Interested in Joining

If you’ve ever felt stuck with your business - and you don’t know where to turn, everything you need to grow your business is in the Academy. Jonathan will walk you through the basics and answer any questions you may have about Service Autopilot Academy. This session is open to everyone at the Conference.

Service Autopilot Academy

FRI. 8 | Conference Sessions

TRACK 1

LEGACY C-E

8:30am – 9:05am

Replaceable Founder: Overview

When you were first starting out on the entrepreneurial journey, you did it all. You hustled, you worked hard, and you had your hands in everything. And as your business grew and revenue increased, you worked harder and did more. And it worked …Until it didn’t. Here’s the truth: what got you where you are, won’t get you where you’re going.

For a business to scale, it needs solid systems and processes, an empowerment team, and a replaceable founder who is free to focus on the future. Ari learned this lesson the hard way – and it landed him in the hospital. Since then, he has developed a better way – a way to Optimize, Automate, and Outsource everything in a business to enable founders to get out of the weeds and spend their time working ON their business rather than IN it.

Ari Meisel

9:05am – 9:15am

Break

TRACK 1

LEGACY C-E

9:15am – 10:15am

Replaceable Founder: Companies < $1Million

Under $1m: Ari Meisel’s intensive workshop for companies striving towards that $1 Million mark.

Ari Meisel

TRACK 2

LEGACY B

9:15am – 10:15am

The Evergreen Marketing System for Companies Beyond $1 Million

Every business craves a marketing machine that makes money while you sleep. Discover a repeatable, “no nonsense” approach to planning profitable year round multichannel marketing campaigns. By the end of this workshop, you’ll have uncovered your biggest money-makers, developed the system to profit from them, and know exactly who’s going to execute your plan.

Lisa Marino

TRACK 2

LEGACY B

10:15am – 11:20am

Micro vs Macro Goals: Building Your Legacy

Most business owners spend time thinking about the legacy they will leave for their family, their community, their business and their friends. In this session, Jason will walk you through the steps of creating micro goals for today that parlay into macro goals for life that will help you develop – and understand – the legacy you’ll leave on those around you.

Jason Cupp

11:20am – 11:30am

Break

TRACK 1

LEGACY C-E

11:30am – 12:00pm

Customize Your Invoices Through Email

Tired of not getting paid on time? Want a different option than the stock invoices Service Autopilot already offers? In his talk, Brian will show you how to use the document editor to build eye-catching invoices that fit your brand and how to streamline your invoicing and payment process. You will walk away with the knowledge of utilizing the document editor to generate engaging custom invoice emails.

Brian Minter

12:00pm – 1:00pm

Lunch

LEGACY A-B

TRACK 1

LEGACY C-E

1:00pm – 1:30pm

Know Your Business - The Power of KPI’s

Are you able to measure and evaluate your company’s success? Are you reaching your target business goals? Do you even have target business goals? If your answer is no to any of these questions then you’ll want to attend the SA6 KPItalk where you’ll have the opportunity to download a bundle of KPI analysis’s, reports, and dashboards from the Marketplace. After downloading, you’ll be able to walk through the process of customizing these to fit your business. Then you can gohome after the conference with KPI’s in place to help you evaluate and measure success with goals and targets!

Scott Howard

1:30pm – 1:40pm

Break

TRACK 1

LEGACY C-E

1:40pm – 3:45pm

Replaceable Founder: Companies > $1Million

Over $1m: Ari Meisel’s intensive workshop for companies who want to achieve $5m, $10m… and beyond.

Ari Mesiel

TRACK 2

LEGACY B

1:40pm – 2:40pm

Low Effort, High Reward Marketing for Businesses Under $1M

What’s the simplest, most effective way to get more clients? What Marketing tactics should you be working on right now? Join this one-hour workshop to get a complete, repeatable Marketing strategy built for your business… and start generating clients exactly when you need them.

Patrick Hoffman

TRACK 2

LEGACY B

2:40pm – 3:45pm

Revenue Plateau: Companies < $1 Million

Building off the Bottleneck Breakthrough Method presentation, we will dig into the $1 million revenue plateau that businesses hit, as well as the common bottlenecks they face. Solutions to each of the most common bottlenecks will be shared, pulling from years of client results tackling them successfully. Audience Q&A is encouraged to tackle their real-world bottlenecks and have clarity on what to implement after the training.

Josh Long

3:45pm – 4:00pm

Break

TRACK 1

LEGACY C-E

4:00pm – 5:20pm

Making a Difference

Steve Gilliland takes you on an eye-opening journey that will uncover your hidden abilities, unleash your inner energy and share the key to accomplishing your goals. You will hear a wealth of new ideas, workable tactics and useful tools that, when put into practice, will make a considerable impact in your professional and personal life.

Steve Gilliland

TRACK 1

LEGACY C-E

5:20pm – 5:50pm

Q&A with John and Jonathan

Jonathan, John, & Jason Cupp

TRACK 1

LEGACY C-E

5:50pm – 6:00pm

Awarding of “Biggest Badass” Prize Service Autopilot Academy

John Caldwell & Jonathan Pototschnik

TRACK 1

LEGACY C-E

6:00pm – 6:05PM

Closing Comments

Roy Heintz

Want to Join Us at SA6?

current Pricing

$897

Regular Pricing

$1097

Current Pricing Special ends September 30th. Get your tickets now!