Shai Egosi explains how a loan he made to a struggling Florida pool builder turned into a six-year turnaround that took Pool Perfection from $3M to $12M in sales before his 2025 exit. Along the way he built his own software, Workflow Perfection, to organize the chaos, cut build times from eight months to six weeks, and turn customer experience into his biggest competitive advantage.
“I don’t care if you build them a pool. Don’t build them a pool. Make sure they’re happy and they refer more business. That’s all I’m asking you to do. And guess what? That’s exactly what they did.” — Shai Egosi
Here’s what we discuss in today’s episode:
00:31 – Intro: Rob welcomes Shai Egosi, whose meeting in El Salvador led to this episode
01:47 – How Shai went from software career to pool company owner through a loan gone sideways
04:01 – The six-year scale from $3M to $12M in sales, exit completed July 2025
04:34 – What Shai is building now: Workflow Perfection, a management platform for construction companies
05:19 – The real growth constraint in the green industry: finding people who buy into the vision, not just collect a paycheck
06:33 – Why a well-built “castle” attracts good people before you even have to sell them on it
07:56 – Focusing on customer happiness over the physical task (“Don’t build them a pool”)
10:28 – How to delight customers with simple, consistent basics instead of grand gestures
11:37 – The real starting point of the turnaround: paper everywhere, 40% of time lost searching for information
12:52 – Setting up project-based communication channels (WhatsApp) instead of one messy company chat
13:52 – The personal touch: Shai calling every customer himself right after kickoff
15:05 – Automated Monday morning project update texts, now AI-assisted
16:34 – Why organized data is also what makes AI actually useful
17:04 – Starting with Trello, then building custom software from real field problems
19:02 – Timeline of the gains: Trello to Workflow Perfection, then COVID hits and demand spikes
20:15 – Friday breakfast meetings where the whole team learned and improved the software together
21:15 – The compounding payoff: profitability, five-star reviews, and standing out while competitors failed during COVID
22:47 – How to actually start: get the right people in a room and map the full information flow
24:59 – Getting a skeptical team on board with new systems
26:02 – What Workflow Perfection does: phases, materials tracking, inspections, commissions, chargebacks
27:36 – How a clean system made Shai’s own exit smoother (read-only buyer access, no surprises)
28:56 – What it actually takes to onboard a system like this, and how fast teams feel the impact
31:29 – Where to find Workflow Perfection (workflowperfection.com) and how to reach Shai
32:02 – Book recommendations: Bold, Build, Abundance, and Never Split the Difference
Actionable Key Takeaways:
- Hire for the mission, not the paycheck. People join and stay when they can see a clear vision and feel like part of a team that’s winning, not just filling a role.
- Build the “castle” before you recruit. Strong systems and a clear vision sell candidates on your business before you ever pitch them.
- Make customer happiness the job, not a side effect of the job. Reframe the task (building a pool, finishing a landscape) as a vehicle for making the customer happy, not the end goal itself.
- Separate communication by project, not by company. A single company-wide chat buries information. Dedicated channels per project keep documents, updates, and questions easy to find.
- Personally check in at key milestones. A short, low-cost gesture, like the owner calling a customer right after kickoff, builds trust and heads off complaints before they start.
- Send proactive weekly updates. A simple Monday status text for every active project reduces inbound calls and keeps customers, and your team, at ease.
- Treat organized data as the foundation for both service and AI. Clean, structured information is what let Shai automate updates with AI and made due diligence painless during his exit.
Resources Mentioned in This Episode:
- Workflow Perfection (workflowperfection.com) – Shai’s management platform for construction companies, built from real problems he solved at Pool Perfection.
- Pool Perfection – The Florida pool-building company Shai scaled from $3M to $12M in sales over six years before exiting in July 2025.
- Trello – The tool Shai first used to bring order to Pool Perfection’s paper-based processes before building custom software.
- WhatsApp – Used to create project-specific chat channels for field communication, chosen initially because it was free.
- Bold by Peter Diamandis and Steven Kotler – One of Shai’s recommended business books.
- Build by Tony Fadell – One of Shai’s recommended business books.
- Abundance by Peter Diamandis and Steven Kotler – One of Shai’s recommended business books.
- Never Split the Difference by Chris Voss – The negotiation book Shai was reading at the time of recording.
- LinkedIn – Shai Egosi is reachable there for anyone who wants to talk about his experience or Workflow Perfection.
Episode Transcript
Rob Murray (00:31): Everybody, welcome back to another episode of the IM Landscape Growth Podcast. I a unique guest, I would say, in terms of story and perspective, Shai Egosi on the show today. Shai, thank you so much for doing this.
Shai Egosi (00:42): You’re welcome, my pleasure.
Rob Murray (00:43): Such a random series of events that led us to this. I had the opportunity to meet Shai in El Salvador and while we were sitting at a beautiful open air, you know, beachfront bar and restaurant asking a little bit more about like you you had talked about you’re in you had just exited and you’re like what you’re at this like kind of existential point of like what do I do next and what were you doing? You told me were working at this organization that you scaled called pool perfection and I was like pool perfection and I looked it up and it turns out we had actually met at the FNGLA show, Everything Under the Sun a year and a half prior and you know, hooked up in El Salvador. It was just like, okay, well, what is happening? And then you told me your story. I was like, my God, we gotta get you on this podcast to share. So Shai’s got a really, really cool background in entrepreneurship in the green industry through pool perfection in Florida, scaled and exited and now on to, you know, a project that I think is gonna be a bit of a highlight for the episode. So why don’t you just give the audience a little bit of color, you know, kind of Cole’s notes summary of how you ended up running a pool business, what you did to it, and how you grew it to then what you’re up to now.
Shai Egosi (01:47): Okay, thank you. So way that this whole thing started with pool perfection is kind of unique. I’ve been in software my whole life and the time that pool perfection came across my radar, was working mostly remotely managing a development team that builds platforms for different businesses. and my wife wanted a pool. so we started looking at different options, different pool builders. And Pool Perfection was one of the suspects out there. had, you know, actually I was introduced to the owner of Pool Perfection through a friend and one of the reasons why we we picked them, even though they were a smaller company. pool perfection was doing about thirty pools a year at the time, and we decided to go with them. And through the process of building the pool, we ran into some issues. and I like the owner. I knew he knew how to build pools. I knew his heart was in the right place. And I could see that there were some issues in probably management of the business more than anything. And I felt that there’s probably a way for me to help. so initially it was just going to be a loan. I was gonna give him a well, I gave him a loan for for a a good sum of money that would float him for a while to try to get him out of his issues. And after about three months, it became pretty evident to me that that loan’s not coming back. And yeah, now I had a choice to make. I had to decide whether or not I’m gonna let go of this loan completely or go by our agreement, which would make me a thirty percent owner at the time of the business. So now I could you know have my money out and also have thirty percent of a of of what was a bit of a mess at the time. And I took the challenge.
The company was about an hour away from my house, so that means quite a commitment in travel, but I started you know, just going in, paying attention to the issues that, you know, right right at the morning meetings, what is it that they talk about? how do they go about setting up their day? What happens once everybody leaves the office? How is the management of the information being handled as far as whether it’s permitting or where things are at status-wise? We had a big board on the wall. a whiteboard with you know sticky lines across from one end to the other and we would every morning update. That that’s the technology they had, along with a lot of files. And that’s kinda how I got started with with Pool Perfection. That was two thousand and nineteen by the way.
Rob Murray (04:01): Right, and so over a course of what, four years or five years you scaled this thing to what? And exited?
Shai Egosi (04:09): So the the company was doing about thirty pools a year, roughly three million dollars in sales. no, three million dollars in sales, I don’t remember the number of pools per year, but in two thousand and nineteen we going in, it wasn’t just for me to fix it, I decided to go ahead and really scale it right away. we scaled it by two thousand and five I was exited. so July of two thousand twenty f sorry, two thousand and twenty five I exited. and so yeah, about about six years it took.
Rob Murray (04:34): And and you were doing what in terms of revenue in that six years after the from three million to twelve and then exit. Okay, so and and now from doing that experience, what’s the quick little glimpse? We’ll get to it later in the episode, but what is it that you’re working on today?
Shai Egosi (04:34): So today what I’m working on is basically a love child of pool perfection complete did not mean for this to necessarily happen, but I built my own management platform that runs construction companies of this type. and that is what I’m working on. Workflow perfection is the name of the company.
Rob Murray (05:04): Epic. Okay, we’re gonna get into it ’cause I think this is an unlock, but let’s get to the question of the show. What is the primary growth constraint holding entrepreneurs back in the green industry, pool included? What do you see, from you know, from your perspective as a big constraint holding people back?
Shai Egosi (05:19): So I I would say that the it really depends on the age of the company and the size of the company and kind of where they’re at, but for in from my experience, it’s really finding reliable people that buy into your vision and come to work every day excited to do what it is that we’re there to do rather than just to collect a paycheck. as well as having organizational systems that keeps them satisfied in their job, knowing where they’re at on their projects and and allows them to become superheroes in their field. So technology, the right fit and the right people is is probably the the biggest thing. Other than, you know, having a good legal structure, having an agreement in place that protects you. you know, th those things are are immense. Once you have once you solve those issues, and you then you can you can pretty much do anything and I think a lot of people listening to this and entrepreneurs of all shapes and sizes would agree that people, good people, are a constraint in terms of like you gotta find them. Some people have thoughts that they don’t exist. Some people know they are out there but have them difficult to find. And some people think well they’re waiting around the corner to work for someone like this, they just haven’t found the opportunity yet.
Rob Murray (06:24): So yeah, okay, so tell me about that idea about people and finding people and how it’s a constraint for some and for some it that seems to be a nonissue.
Shai Egosi (06:33): You know, I I think that when you start to look for good people, the owner’s voice says a lot. I mean, in other words, when an owner has a good system in place and they know that they’re gonna bring somebody on that’s into a team that’s going to succeed, th th they can th people can tell right away and they wanna join that team. So in other words, if you position yourself in a way that you have a castle that’s well built, people are gonna wanna come in and work for that castle and be part of that team.
Rob Murray (06:59): Yeah, it’s kinda like the Golden State Warriors, right? Like when people like when they were winning, everybody wanted to go there ’cause it was a great castle, in your words.
Shai Egosi (07:06): Exactly. Exactly. you know, when you start and you don’t have that castle built yet, you have to be really good at communicating what your vision is and what you’re trying to build right from the get go. on the very first phone call, you know, get people to come into the interview already excited about something that they’re going to join and something that they’re going to be presented with. and it it’s magical what happens when you when you start from the very, very, very first call.
Rob Murray (07:30): So if you’re if you have some folks listening to this that are maybe self-defined pragmatists. So they’re like, you know, hey, we gotta go do the work. We’re gonna do the work right. This isn’t a crazy amazing thing to join. It’s just we’re gonna go do the work. Doesn’t sound very compelling. How do I cast a vision? How do I make people excited when it’s just go do the work? Like what has to change in someone’s headspace the way they think in order to to take that leap from like we’re gonna go do the work to like, hey, we’re actually building something special here.
Shai Egosi (07:56): I think you have to focus on the customer experience and when you make customers happy and you hire people whose priority is to make customers happy, then doing the work is just part of doing the actual thing, which is making customers happy. As a matter of fact, when we were building pools, one of the things I used to tell my people is, I don’t care if you build them a pool. Don’t build them a pool. Make sure they’re happy and there refers more business. That’s all I’m asking you to do. And guess what? That’s exactly what they did. It works.
Rob Murray (08:24): Well, I I think it’s it’s a testament to this idea of like the where the focus goes, energy flows. Right? And so what what what made you understand that delighting customers was more important than building
Shai Egosi (08:29): Yes well, you know, the business of residential swimming pools is a is a luxury business. people are at the end of the day are going to enjoy times around this pool with their family. And the fact that they will once the pool is built is pretty much set, but getting them to a point where they’re jumping in the pool and they’ve had a good experience in doing so became my mission.
I wanted to make the experience from the very beginning be as pleasant, transparent, and just you know, flow where they would feel that they’ve worked with a well oiled machine that was honest with them, was on time, was professional, handled everything you know, with with care. And that became my focus. after that, it’s it’s up to them. But you know, it really, really matters to someone to to enjoy their first week with their pool when they have a smile on their face and not we just, you know, survived a war building it. We had a great experience we doing it. Let me tell you about the company that built it, you know, and they tell their friends and it just becomes it becomes contagious.
Rob Murray (09:28): Right. I love it, man. Like it’s so like we’re on this mission right now. This season, it’s it’s kind of like lead handling season, right? So for a lot of the landscapers and pool companies, the demand is up and everybody’s inquiring to get projects done or scoped or whatever. Even myself personally, I’m trying to hire landscapers. and a lot of the businesses have been really difficult to deal with. It th they don’t get back to us on time, they don’t show up on time, they don’t send things when they say they’re gonna send things on time. That the stuff that they send is out of scope from what we talked about, it doesn’t even acknowledge what was discussed and we’re on this mission ourselves to help people understand that the customer experience in itself can be a point of differentiation. And the customer experience doesn’t start when someone signs a deal, the customer experience starts when they contact you. And probably before that, but for the sake of you know controllable customer experience when someone reaches out. Can you break down how simple it can be to delight something and then we’ll get into the complexity of making it simple.
Shai Egosi (10:28): So how simple it is to delight them from the very, very beginning?
Rob Murray (10:31): Yeah, like sometimes people think they need to do these things that are just like completely over the top and like I and I just think it’s like if we can just do the simple things consistently with discipline and a smile, it can go a long way. But I just like what’s your take on it?
Shai Egosi (10:43): My take on it is really understanding what the customer is expecting. They’re they’re expecting somebody to answer the phone pleasantly and and know the answers to their questions when they call and not later. I they don’t want anybody to look things up. They want to have the person that’s answering the phone have information available, whether it’s from setting an appointment where they know who can come see them and when, meaning with a we know with somebody to come and close the sale on on premises, or when they call to to to check on their project.
If they call to check on their project, even though there is a customer portal in our system where they typically don’t need to, and there’s some other technology that we use to keep them informed, they typically don’t call the office. we just need to understand what is the customer’s expectation and make sure that we are there for them to satisfy that.
Rob Murray (11:25): Very well said and extremely simple. I think a lot of people overcomplicate this or ignore it altogether. So then tell us about how the heck you scaled from three to twelve in six years with a company that’d been around for a long time. That was in trouble, essentially.
Shai Egosi (11:37): Yes. Well, I started by identifying the fact that information was everywhere, mostly in paper form, and people spent forty percent of their time in the office just searching for things. that is not fun to do, and that takes a lot of the joy out of your work. when somebody calls in and you can just click, click, click and find out exactly what they need on that phone call. It’s an immediate dopamine hit to the to the person working for you because they just solve somebody’s problem. They they don’t want to tell somebody let me let me let me find out and then text somebody or call someone who’s busy. It’s all right there at your fingertips and that’s that’s very, very important. so one of the first things that I did is set up a communication system where we aggregated all we we separated all of our customers into their own chats. We had each chat with every single document that you can possibly need for that specific project in the pool world, that would be, you know, designs and drawings and schemas and things that you would need on the field at any moment. What whatever it is that anybody could possibly want while they’re out there is going to be available at their fingertips. Communication through chats that is aggregated by project allows you to keep things clean. Instead of having one big company chat, things are kind of separated. So
Rob Murray (12:35): Permits, whatever.
Shai Egosi (12:52): That getting that culture to adapt to that took me a little bit of time. We also had a chat for operations, emergency type things, and just, you know, we organized our communication by different channels. And there’s different products to do that. We ended up using WhatsApp at the time because it was free. so that’s that that was key, just having everybody being able to communicate quickly. and then just you know, having a system that allows you to track and find out where you are on each project with the details that you need without having to dig. You can just look at a dashboard, see the name of the project, and have a few icons across the screen that tell you exactly where you’re at, when was the last thing you’ve done that done something there? Is the customer happy? and then also being engaged. you know, I I I used to always call each customer right after the kickoff meeting where we start the project. So when we go over everything on premises, as soon as my people would leave the site, I would surprise call them and say, Hey, my name is Shai I’m the owner. This is my phone number. This is not for everybody, but for me it worked. This was incredible because I started a rapport with each customer right off the bat and I told them if you have an issue, text me or call me. They never texted me and never called me because they knew that I wasn’t you know, hearing from the owner when there’s a problem and hearing from the owner before there is even the project puts you in a completely different place. so yeah, that that worked really, really well for me.
Rob Murray (14:12): Love it. And and so first of all i i the overall idea of organized information and communication flow And customer experience. you’ve given us some really tactical I think people can grab this stuff and use it if they wanted to. Like someone could start a WhatsApp channel for their projects if they wanted to, if they’re not doing something like that right away. But this the overall strategic point of view about organized information that’s accessible is a common thread. Even the the idea of s calling them when a project team leaves, you must have been notified at some level that that’s happening. So communication flow is helping these customer experience touch points occur. What go ahead.
Shai Egosi (14:52): Yeah, whether it’s a hurricane that’s about to happen, you can communicate to the people, hey, this is what’s gonna happen, we’re gonna have a delay for a week. Or, you know, in in a situation where a project manager has an issue and you need to replace them with someone else. yeah, it’s it’s very important. So of the things that we had in our system is a text messaging platform or we have in the system is every Monday morning, every project gets a text message that says this is what’s gonna happen this week. not a specific day, not a specific time, but this week. And you know, if we’re gonna do this, this and that, and that this specific step is actually a draw step or a milestone that requires payment, it’ll tell them this is what’s gonna be due. So Monday morning at everybody in the whole field knows what’s gonna happen on their site this week, which sets everybody at ease and makes them feel like they got communicated to. And if they have questions, they can respond back obviously. So, you know, like I was saying, if there is going to be a delay because of a storm or it’s going to be a transition because of a member of the team that has an issue, the system is there to communicate it all. And now we’re using artificial intelligence to build these text messages. So all you have to do is just approve them to make sure that it it does make sense. But it it’s able to look at the schedule and build those text messages automatically.
Rob Murray (16:05): Well, I I think this is something we’re gonna get into again, but I I even the ethos of the conversation goes there now. Organized data creates great customer experience. Organized data unlocks AI superpower. we we’ve been talking about a lot here about like a clean data structure. You know, what information gets collected when by who, who uses it when, how does it show up in the real world? I think a lot of people have information in a lot of different places, kinda like you were describing when you got into this organization. How long did it take you to start organizing all this stuff and what made you decide to build something to organize it all?
Shai Egosi (16:34): So because I’m a systems person, I’ve been in software my whole life, as soon as I got to the office for the very first time, I was appalled by the amount of paperwork that that was used. So I started looking at all the systems that existed. and they did not communicate to me. I did not feel a connection with how the data is presented. I felt like someone that writes software wrote this stuff without the actual in the trench experience. So on day one, I started using Trello actually of all I don’t know if you’ve ever heard of Trello, but I yeah, I used Trello to start and because I needed something right away, but immediately I started my designers to build a specific tool that mimicked the bat whiteboard, honestly. And then every day when something went wrong in the field, I started understanding, okay, where did this where the
Rob Murray (17:04): Sure, yeah, yeah.
Shai Egosi (17:21): I know this went wrong here, but it actually if we would have caught been caught here, th this would have never happened. So I put something in place in the software to catch it much earlier. So every day things that would happen in the field would turn into transactional changes in the software. And the breadth of what the software can do as far as tracking everything at the right places at the right phases is really the secret of making all the information jive together and make pool building possible, at least in in you know, I know that this podcast is for many different well pool building is not necessarily the focus, but we we used to do pools in in six to eight months. Now we were doing them in six to eight weeks. And eliminating errors in ordering, eliminating, you know, scheduling mistakes, and just knowing where things are. so a and one more thing about software. you know a lot of software out there requires the employee to
Rob Murray (18:01):
Yeah.
Shai Egosi (18:14): feed it information without really giving the employer a reward for that information. If an employee puts information into a software knowing that that is going to trigger something else that is going to make the team work better and make them look better at their job because it is an a dance between the employee and the software. They’re more likely to use it. So this is, you know, when you have good software, it’s like a Superman’s cape. It makes everybody succeed.
Rob Murray (18:38): That’s so cool. And I couldn’t agree more. When done well, when done properly. So, you know, you started using Trello and Trello boards, and you started using all these issues as real use cases to build user stories because you were the user dealing with the issues, and you start, you know, building this feature set and information dashboards and the thing starts to come to life. When did the gains start? Like when did the
Shai Egosi (18:42): Yes, when done properly.
Rob Murray (19:02): Like six months went to four months. Like how how how long did it take and what’s the cost benefit just to help people understand like focusing on the flow of information in organization, the flow of communication. Some people are like, I don’t have time to do that. What are you talking about? It’s like
Shai Egosi (19:19):
Well, it’s an interesting it’s an interesting question specifically because of the timing of my takeover of pool perfection. We we hit so two thousand nineteen is when I started getting, you know, in in there, started using Trello. Trello started to become a bit of a not not a good fit, so we started writing workflow perfection pretty much six months after that. And then COVID hit. And what COVID has done is COVID has caused everyone to want to pool all at the same time, which we did not expect. And we now became we we we were under severe stress because the the just the amount of pools that were required were were were massive. And but but you know having the information available easily and having projects that are scheduled ahead of time gave us that benefit pretty much immediately.
It really took a shift in a mentality within the culture of the company to adapt all these systems and really understand that if you put garbage in, you’re gonna get garbage out. So it’s worth sitting down and w what I started doing is every Friday I’d have a construct a construction meeting. So every Friday, instead of sending everybody to the field or the project managers, I’d buy everybody a small breakfast. We’d sit around the table, everybody with their laptop, which is not it was kind of weird at first. And we would go through, there would be a projector and we would learn how to use the software and get ideas from the guys on how to make it better. And and that’s how it kind of grew. But you know, we we we started hitting really great numbers when everybody started scheduling things correctly, when materials started getting ordered properly without mistakes in the field, and subcontractors started to prefer our work over other pool companies because they knew that when they get a pool perfection work order the material is going to be there and it’s going to be the right amount and the date is going to be correct on the work order and they’re going to get paid on time. So that that makes your subcontractors pick you over others and now you get a natural leaf from lift from all directions. Employees are happy, subcontractors are happy, customers are happy.
Rob Murray (21:15): Yeah dude, love that. And you you’ve you look at the idea of making this all visible and making the those, you know, three stakeholders happier. Can you talk a little bit about okay, customer experience is better, timing’s better, waste is gone, profitability must rise.
Shai Egosi (21:35): Absolutely. Absolutely it does immediately. Immediately when you when you take your overhead and spread it across an eight month project, but then instead you spread it across an eight week project, now you’re doing a lot more projects. We we did two hundred pools in in a few of those years. I mean that that’s that’s a lot of work. And you know, our reviews went from it went to straight five star reviews across the board, every single one. And the customers their hearts into these reviews.
Rob Murray (21:49): Well yeah.
Shai Egosi (22:00): So ironically, during this phase of of COVID, a lot of my competitors fell apart. And there are a lot of news articles about other pool companies that are failing because of the load and their mismanagement and so so these reviews became even more passionate because they saw the news at night, but their company, Pool Perfection, just were superstars. So it is yeah, that was another set of rewards that we would celebrate in the office. Every star for five star review would be a celebration.
Rob Murray (22:26): Yeah, buddy. So then someone listening to this, they’re like, Okay, that all sounds great. I wanna do that. I have this system now. How do I what do I need to look at and how what do I need to think about to try to figure out how to bring this to life in my company? A assuming that someone could be no system, they could be in an industry-based system, they could be in a generic system. Like how does someone start looking at this?
Shai Egosi (22:47): Well, they gotta they gotta stop what they’re doing and just focus on the process. the they gotta get all the players that matter, that have valid knowledge from the field into one room and understand the from the very beginning how the layers start to come together to make their product. so understanding when to collect the different information, who collects the different information.
Where do you put that information and really come up with the outside scenarios? Don’t just build the perfect, you know, situation. What happens when something outside the box occurs? How do we handle that? You know, where do we manage the communication about outside scenarios, some kind of an emergency or you know, some kind of a surprise? Because that’s you know, you don’t want those to fail you. Most project I mean, a lot of projects go very well when you’re prepared, but you’re gonna have surprises. So just communicating initially and organizing the flow is key. Then understanding from your software, how do we make this flow work in this particular software package? And you might have to call your support team and say, listen, we want to change the way we work. This is how we actually collect information. This is how it actually flows. Does your software support this? And how do we do it? and if it’s a true platform, it’s
Rob Murray (24:01): Well, I think the first thing is stop. And yeah, so we so we we created this sheet many moons ago. Every piece of information we need to be successful for a client or prospect. And it’s just you know, rows on rows and rows of what’s the information specifically that we need to require and at what stage do we get it from and who collects it and where does it get used and where does it show up.
Shai Egosi (24:05): Yes, stop and think. Focus.
Rob Murray (24:24): And a lot of people were like, I guess we’re doing this, like what are you making us do this for? And now it’s starting to come to life, and you know, people are starting to see it. What how do you help somebody who’s maybe a little skeptical of like that seems like busy work? I’m not sure why that’s necessary. My team’s gonna be skeptical. Like, how do you help them see past this so that you can get to this amazing customer experience? Five-star passionate Google reviews, stakeholders are all more satisfied and referring more, constant lift from all stakeholders, which is the outcome of this approach. But if someone’s kind of not quite there yet, and they’re maybe a little cynical or skeptical what what are some of the things you might want them to think about to get through that
Shai Egosi (24:59): Okay. I would say that the first thing you need to realize is that your employees are wanting this, whether they realize it or not. When they realize that you’re serious about organizing things, and you may have had an experience they may have experience with a company that in the past things have been messy and they think that, you know, this particular owner doesn’t care that much. But when you stop and really sit down and listen to them and listen to the nuances of what they say they’re going to share with you information that is extremely valuable that you might not even know or they may not even know from each other. And you will start to see people light up and converse and even argue, which is great, which once the passion comes out around the table, that’s when you start to solve things. And that’s how you start building a team. And it it it has to do with communication. You gotta have, you gotta have and it needs to kind of be ongoing. It’s gotta be some kind of an ongoing thing. But to get started when it’s new, I understand it it could be feel a little strange, but when they know you mean it, they’re gonna very much appreciate it.
Rob Murray (25:57): Yeah, that’s cool, man. So you’ve referenced this idea of workflow perfection. And so which is really the system that you brought into pool perfection. tell us a little bit about what this is and what you’re trying to help people do.
Shai Egosi (26:02): Yes. Okay, so workflow perfection was born at pool perfection. It was born in the field. It was born with someone that took over a pool company that didn’t look at any other pool company to mimic what they do and really took a fresh look using software in order to solve a a a real problem in the field. what it does is first and foremost, it separates all your projects into different phases. in the pool world, the these phases are permitting, staging and then production. so just having things organized in that fashion allows the person that’s in charge of permitting focus on their world. The person that’s in charge of staging just take care of materials and things that are in their world and production, you know, everything is grouped in a in a specific way. Each project then once you open it shows you a clear indication of what steps are required, what materials have been ordered, what haven’t, where they’re at, whether they’re at the warehouse, on customer site, or maybe at a vendor. it shows you what inspector inspections have passed, which ones are pending, which ones have failed, why they’ve failed, when you know how long ago did they fail, which subcontractor caused them to fail that needs to go back. It allows you to track commissions. It allows you to try charge chargebacks against subs and against your own sales team in case you need to. It allows you to really have full control of all the incredible amount of details that it takes to make a project survive thrive and not to mention 60 at the same time. So it does it it does a great job just putting it all together on the screen for you. it had we have an a phone app, we have for for communications, we have the ability to share pictures, everything is permanently in there. Not to mention that you’ve if anybody wants to ever exit a company, what a beautiful way to do it. When I exited the company
Rob Murray (27:36): Right.
Shai Egosi (27:54): I gave access to the future buyers as a read-only access to the system and they had almost no questions. Everything was very clear of where we’re at, how we’re doing things. no skeletons in the closet. Everything is is is always there. as well as if you ever get a lawsuit situation and an attorney sends you a demand letter, you can respond to them within twenty four hours of everything that took place and they immediately say, my God, this company is extremely organized. They you know this case has almost no marriage. So it it makes lawsuits disappear as well.
Rob Murray (28:25): Yeah. And I I think it’s really important to be explicit here ’cause like what you just highlighted, it’s like, okay, that sounds amazing, but how the heck do I get from where I am today to that level? Like, we’re so busy, we don’t have any time to onboard into a software and then we gotta like but I think a lot of people miss how it is the system for the business. Like it’s not like this thing that you do and like record things to when you’re busy. It’s like it is the heartbeat. Can you just help can you just help people understand like what’s the effort or value and and and difficulty and reasons to onboard something like this? Like but what’s actually required and how long does it take someone to actually like feel the impact in a positive way.
Shai Egosi (28:56): It is, yeah. I’d say the the first thing you have to realize is that the people that are currently working for you are spending a lot of time searching for things and looking for things and a system is going to free up their time. But more importantly, once you commit to a system and it is a commitment, you open up a whole new array of new employees that are looking to come to work at a place that is organized and is not just using excell spreadsheets and file systems.
So it is a commitment, it’s an investment in your own business, it’s well worth doing, and you may need to get a little bit of help at first on how to get started. but if you set your mind to to committing to a system, you are going to come up with a way of picking the right people in the office, starting to lay those seeds. Hey, we want to be more organized, we want to have these things in place, and before you know it, it it’s not an op it it it’s something that you have to strategize. And within a week or two you’ll start hearing people wanting to join that mission and it becomes a whole office now that wants to do it. If you explain it correctly. You can’t just come in barging with a hammer, this is what we’re gonna do. You have to get the buy in because these people are gonna use it at the end of the day and it will make their life a lot better.
Rob Murray (30:14): Right. Well, I I love it too. And I think maybe for those listening, if you want if you’re thinking about doing this and you’re not sure if you should, a couple of quick questions I think can really highlight the opportunity here. One is asking a room full of people on your team, have you ever tried to go do a task but didn’t have the information to complete it? So you had the time to do it, but you didn’t have the information to complete it.
Or you didn’t know where to find something. Like you ever try to go do something and you couldn’t because something wasn’t in the right place, information or equipment. And then how when was the last time that happened and how often does it happen in a month? I think it becomes pretty apparent pretty quickly how much this slows people down looking for things to be able to go do the thing.
Shai Egosi (31:00): It is. And you know, when you when you have something that even is now complete and filed somewhere and it doesn’t trigger the next event, now you have a project that is healthy, stagnant, and you don’t even know about it. So this exposes a lot of the areas that otherwise would go dormant. It could make you know, you can accidentally make happy customers unhappy just because of disorganization and that that’s the key is to get things moving efficiently.
Rob Murray (31:11): Yeah. So if someone wanted to check it out, what would they do? How would they do that?
Shai Egosi (31:29): Well, workflowperfection.com is the website. you can schedule a demo there. I am very available. We are very, very eager to get as many people to to join this. And our our passion is to make businesses thrive and customers happy, whether they’re building we’re building pools or doing it through you. So that that is really what what I am passionate about, honestly.
Rob Murray (31:50): Awesome man. so along the way, systems thinking, entrepreneurship, software, what are some resources, speakers, authors that y you found inspiration from that you think people should check out?
Shai Egosi (32:02): Interesting question. you know, when it comes to business books, I usually I you know well, I’d have to look. I don’t remember. it’s a good question. I I I don’t have anything off the top of my head. I’ve read Bold, I’ve I’ve I’ve read Build and I’ve read Abundance. those are all great books. They give you a lot of inspiration. But at the end of the day, a a lot of psychology goes into this. And if you get your team pumped up about doing the right thing, amazing things happen in the company.
Rob Murray (32:30): So what were some of the ones you just mentioned though? Abundance?
Shai Egosi (32:32): Abundance, bold, build. those are some of the books that I have here on the shelf that I’ve read that I remember right off the bat that gave me a lot of benefit. Okay.
Rob Murray (32:39): Yeah, that’s cool. That that’s great. I mean that’s three. We’ll we’ll put in the notes and if people can go check them out. I’ve had the chance of reading abundance. I haven’t read bold or Build, so I’ll have to check those out myself, so thank you for that.
Shai Egosi (32:50): Yeah, right now right I’m reading Don’t Split the Difference, which is a whole different story, but
Rob Murray (32:54): I mean that’s probably one of my favorite, most entertaining and educational business books all at the same time. Chris Voss is I don’t know, the goat when it comes to negotiation. and it reads like a Jack Ryan novel, right? Like it’s it’s Tom it’s it’s Tom Clancy, it meets Chris Voss. It’s amazing. if someone wanted to reach out to talk to Shai, how would they do that?
Shai Egosi (32:56): Ha ha. Yeah. Amazing. Yeah, he is definitely the goat. Can’t put it down. I’ll I’ll finish it tonight. Right now if you set up a demo it’ll be me.
Rob Murray (33:19): If someone wanted to reach out and Hey man, your experience with pool perfection was really cool. I’d to talk to you about it. Like LinkedIn, Instagram, email email address.
Shai Egosi (33:25): Yeah, I’m definitely on LinkedIn. Yes, Shai Egosi, so I’m on LinkedIn.
Rob Murray (33:30): Alright, we very much appreciate you doing this. We’ll have to do another one because there’s so many questions I had from the way you were describing this. I think people will get a lot of value from. Thanks everybody for listening to another episode of the IM Landscape Growth Podcast. Shai, thank you.
Shai Egosi (33:41): Thank you.




