5 Automations You Can Sell Today For $1,500 To $10,000 (Copy)

Hey everybody Nick here in the last three months I've made almost $300,000 with 94% profit margins using Automation and make.com and this is pretty nuts to me because up until just a couple years ago I used to struggle selling automations that were more than like $500 the main reason for that is because I just didn't know what to sell I didn't know what systems were valuable to business owners I didn't know what I Could put into a business and have produced some sort of Roi and I know many of you guys are in a similar

position so what I want to do in this video is I want to cover five extremely in demand High Roi automations that you can build and sell today for between $1,500 and $110,000 a pop if that sounds like something you guys want to do stay tuned and let's get into it all right so we're breaking out the slideshow again before we start I want You guys to know that this is my own process and thinking it got me to 72k a month but it is by no means the only way to get out there and

do things so if I were an automation uh freelancer or an agency owner watching this video I would take whatever makes sense to me and just leave the rest no hard feelings and as per usual no gatekeeping I'm just going to show you guys everything and even give you a whole systems that you could sell so first and foremost what makes a High Roi automation well in my view there are four components the first is that it needs to solve a dire hot button business need it needs to be something that improves the lives of

the business owner you're targeting I'm going to use the term business owner a lot by the way because I Target SMB small to midsize businesses if you're targeting Enterprise you might want to think of it as stakeholder decision maker the second component is there needs to be a clear Deliverable so there needs to be either a document or an email or a CRM or a line item on a spreadsheet or uh I wrote email twice here apparently sucks a suck uh basically your automation has to create something and it needs to be visible to customers

I'm going to talk a lot about that in a second the third is you need to be able to deliver it using templates or apis the reason for that is because if the service that you're delivering is unscalable if it's a thing That does not scale you will never be able to break out of like the five to maybe $10,000 millu that a lot of automation agencies and other types of agencies to be honest tend to struggle with and the fourth is that it's platform agnostic what I mean by that is you can build the

same flow on three or four software platforms you're not reliant on just one software platform to fulfill your need if you are then it gets a lot harder to work with people That might not have those software platforms or aren't willing to install them in your business now I want to cover every single one of these in detail because it's very important that you understand these principles before you actually get into the real systems a couple of these are going to be very interesting to you guys indeed so it solves a hot D hot dire

it solves a dire hot button business need super hot buttons uh simply put businesses will Always pay more solutions to problems that are pressing so if the problem is pressing right now they're willing to pay a lot more than if it's something that maybe they see in the future maybe that they're forecasting but uh that isn't exactly facing them at the moment what is a pressing problem I Define it as anything that impacts your ability to generate Revenue save money or free founder time again if you're working with Enterprise people that might be Decision maker

time stakeholder time Department time something like that but the important part here is I always see every business problem in this lens I look at it through these three factors and if it doesn't impact one of these three factors odds are it is not a pressing problem it's to be frank something that I just don't need to concern myself with if I had two automation agencies right and I just spun up both and one targeted problems That impacted your ability to generate Revenue save money or free up founder time and then the other ones I

don't know targeted other problems maybe like how sexy your website looks or customer satisfaction levels even which I guess would contribute but not as directly which agency do you think would do better would obviously be the ones that care more about generating Revenue saving money or freeing founder time because that's a lot of the time what The business owners care about as well right now the more urgent the need is for any one of these three factors the easier the sale and also the more money that you'll be able to charge for an automation when

a business is actively losing money or potential customers due to inefficiencies for instance um they're almost always willing to pay a percentage of the money that they are losing to rectify a problem and they're often willing to pay more if it's Rectified quickly if there's some sort of rush for it which is one of the reasons why you need to be able to template out these systems which I'll cover in a moment so here's some examples um maybe you have a whole team of fulfillment staff at your content marketing agency and they're just waiting around

kicking rocks doing absolutely nothing because there are no clients if that is the situation then your need is more sales it's more uh you Know it's to generate Revenue essentially another example might be your support team for your SAS product is overwhelmed with inquiries and response times are lagging this is leading to Major churn churn means that you are impacting your ability to generate Revenue so in this case your need is more customer support uh and the third example is maybe you run an agency and your ability to process invoices blows you don't have a

good system for This you routinely forget to follow up with people or send invoices or collect on payments um you know so on and so forth your need is now a better invoice process so the way that I see it is that every single day that one of these above problems generate Revenue save money or free found or time is not solved will cost a business in some way technically this is referred to a lot of the time as an opportunity cost it's not a direct cost not like money is physically Flowing out of the

bank account but you consider it as lost Capital that businesses were unable to make or recoup as a result of not having these systems in place so I'm saying we have a theoretical sum of $1,000 right maybe it's a $1,000 a day so it's about $30,000 a month when you build an automation that solves this problem that is costing $330,000 a month an opportunity cost you are in essence making them that $30,000 in opportunity Cost back and your value is not aent engineering agencies you get to charge some fraction of the total amount that you're

paying that you're that you're making them um as the cost of your system so if you are making them $30,000 in either generating Revenue saving money or freeing founder time well now you can charge some fraction of that you can charge maybe a third of that maybe a quarter of that or something along those lines you could actually feasibly and Confidently charge $10,000 a month for a system that makes a business $30,000 a month and there's nothing wrong with that I do it all the time the second important component here is that your automation needs

to produce a clear deliverable now the best automations always produce tangible outputs what I mean by tangible outputs are things that like the customer can see that the customer can almost feel hell maybe they can print it out and look at it on a Piece of paper uh documents emails CRM systems project management systems assets you name it as long as it's something that's a little more physical then uh you're on the right track the reason why is because systems processes flows whatever you want to call them they are by Nature immaterial they are like

software infrastructure right you're shuttling data between one module and the next where the hell are these modules somewhere in the cloud Where the hell is the cloud I don't know so your goal is to turn your system from this blackbox vague thing into a concrete thing that your client can actually imagine touching and can imagine feeling the value for this is because they also tend to produce immediate results the result being the deliverable which is a lot easier to quantify on the customer side of things in terms of how valuable this is and they also

let you as an automation Agency or a freelancer claim a very straightforward win it's like well what did you do for me in the last month well I generated you 3,000 of those right that's tangible that's something you can hold and assign value to uh and the real value is that that makes transitioning your relationship that is typically starts off as like a one-off into a retainer a lot easier and that's really where the Leverage is in this business model so I give you some examples here a PDF generator system that produces a new asset

like a white paper a quote estimate proposal whatever every time a form is filled out that is tangible that's something that produces a deliverable at the customer and you can track uh comprehensive CRM that your client can navigate through click buttons on upload stuff to interact this is tangible this is something that the customer can see on their screen they're going to interact with it every day There are buttons to click forms that need to be filled out and that sort of thing the third might be a cold email system that generates an email for

you every time you get a new lead or a slack notification for you or maybe all of those two plus a CRM entry uh whenever somebody responds to that email we're essentially turning something that is a little vaguer and a little more process oriented into a deliverable for you and your client to look at so even if your System doesn't need deliverables in order to work should underline this you can often modify your system to include them which greatly increases your perceived value um and it just greatly improves uh you know the the amount of

money that you can charge essentially for said system Okay the third big component again is that you can build it using templates so the best automations are ones that you can put together quickly Using templates because it minimizes your work it's going to minimize your cost of goods so going to minimize the number of opportunities for things to go wrong and it lets you generate a tangible return on the client investment pretty quickly the more templat it is as well the higher the leverage onid system that just means that you can build a system like

one time and then you'll only ever have to modify it um moving forward and the modification is like a Fraction of the time it took you to actually build it right like if I build a system that does that PDF proposal thing and then the only thing the only step that I have to swap out is I just have to swap out which template I'm using that might take me like five minutes or something right I copy the blueprint that's 99% of my job and then I just jump in change the ID of a template

press enter and deliver the system that's extraordinarily High Leverage I don't have to build out a $2,000 project every single time I can build out a $2,000 project once and then I can do maybe half an hour of work to like wrap a nice bow on it and deliver it to the client the theoretical ideal system and not one that I have personally built myself not one that I basically see anybody build but if you think about the theoretical ideal is a system that is entirely deliverable through API calls alone I.E you would Receive a

payment that would trigger some automation that you've set up and then that flow that automation would actually build out the whole client deliverable in a Flash right the whole client system uh I've experimented with a couple of variants of this and we were just talking about this in maker School actually but you know you get a new cold email client well then you make a few API calls automatically buy some domain names automatically idate some copy Automatically add that to some templates automatically get some leads right you can do a lot of this stuff completely

autonomously and that's the ideal system it's very difficult to attain practically you usually have to do some manual service whether it's Consulting with the client or reassuring them that you're okay or recording videos for them as deliverables but this is sort of like the aim that we should get to as automation agencies so I give you some Examples here like a CRM template that you've already built once it's perfect for the client industry and all you do when you get a new client is you just copy and paste it in their environment voila done maybe

you make a couple edits but you guys get my point B might be a series of blueprints that you import and the client make.com environment that you only make minor tweaks to afterwards this could be that proposal generator system thing that I've shown multiple Times on my channel um that you know you just got to swap out the specific template easy third might be some sort of creative brief right maybe it's a website generating automation it's a little brief that asks questions you know what colors do you like what styles do you like what do

you want on the site they click a button and then that triggers a flow that generates a whole Business website and now you're selling websites more so than a particular System but I think you guys get my point it's a templat flow the fourth and last major component is it needs to be platform agnostic what need is too strong of a term but you're a lot better off if it is platform agnostic unless everybody on planet Earth uses the platform like Google Sheets or Google Docs or something like that but ideal automations are ones that

don't depend on a particular software platform to fulfill because this lets You work with a variety of clients not just those that have your stack pre-existing or willing to pay for it this makes it a lot easier to get your first few jobs especially if you haven't I don't know if if you're not at the point where you're making five or $10,000 a month yet um increasing the the scope of the total client base that you could work with uh is is very I mean I would highly recommend it allows you to get very simple

and easy jobs on jobs Platforms like upwork Fiverr freelancer.com that sort of thing and I give you some examples down here like a proposal generation system built in in such a way that it works regardless of platform maybe you typically do it with pandadoc like I do but I don't know you put a module in between that just maps all of the same data fields that you need and then all you really have to do is just drag and drop you know Panda do and hot swap it with docky sign or Something or maybe it's

a cold email system that works with all the major providers you have like an instantly module then you have a smart lead module you have like a hey inbox module I think there are a couple of these platforms I don't know if that was the right one um but I think you guys get my point all right so let's actually look at the automations that I've been building up to here um before we dive in I want you guys to know these are real systems that Are actually being sold successfully today through cold email my

automation communities they're being sold through upwork uh social media DMS uh and more and you guys can build these systems exactly as they're written I'm going to show you guys flowcharts um or you guys can produce variations of them they fulfill all of the requirements above and they're also built in such a way that you can modify them to do so so maybe you know I have a couple of CRM Templates you could swap those for um click up to notion hypothetically I've also talked about blueprints for literally all of these systems they're scattered throughout

my YouTube channel I'm going to include a link to my gumroad here which is just like a place that you can find all of my blueprints compiled over the course of the last eight months or so so feel free to poke through there this is the first time that you're watching or interacting the First few times that you're watching or interacting with my content you guys are going to see a big library of blueprints that you might be able to use and then all of these simply because I use make.com can be created using make.com

and I have created them using make.com but you can also put them together with an equivalent no code platform like zappier or na10 you could theoretically just just write all the stuff in code as well although I obviously would not Recommend it because there's a lot more leverage in no code all right let's get into these actual systems here and I'm cognizant of the fact that I'm cutting this off a little bit um I'm going to move my head in posts just so you guys could still read everything the first is a copy and paste

industry specific CRM this is a quick example of what this might look like in clickup as you guys can see this is separated into a variety of Fields statuses I should say top leftand Corner says template creative agencies so this is a template that we sell to creative agencies specifically these are like ad agencies that whip up um ad creative they do like videos they do um you know like art and design and that sort of stuff and essentially we've split the CRM up into one two three four five steps there's an intake step where

somebody books a meeting with you then there's sorry an intake step where Somebody comes into the system there's a meeting booked step where somebody books a meeting with you there's a proposal sent step where we send a proposal to them post meeting uh closed lost which is where somebody does not take action within I believe it's 14 days or we manually mark them as Clos lost and then there's a closed one stage um and this is set up in such a way that you can very easily just connect this to a project management system starts

some Automatic onboarding which is another system I'm going to show you guys in a second uh and basically just like leaves you open for for simple upsells so this system I built in clickup but to give you a description it's a CRM with the bells and whistles customized to a specific industry that you pre-built ahead of time and that you're tackling maybe you're tackling creative agencies but maybe you're tackling I don't know law firms maybe you're Tackling uh what else we got here dentists maybe you're tackling um I don't know like some sort of retail

business some sort of content influencer creator some sort of um Professional Service MSP I don't know the point is you find your Niche and you build these CRM specifically for that Niche that solve a lot of those problems that that Niche is suffering from you break the stages into a flow that makes sense for that particular stage right like if I'm Selling uh I don't know flowers and I run a flower shop well my pipeline's probably going to be a little bit different than if I sell ad creative right like a creative agency so you

know you by building this will demonstrate a pretty deep and thorough understanding of the niche uh which is a great leg in sort of foot in the door that allows you to build out other systems for them later on in terms of the specific problems that they suff that they solve Uh this solves the following hot button needs it solves the fact that I'm disorganized as hell it solves I have no idea where my calls or appointments are it solves I have no standardized way of following up with leads it solves I'm not making enough

money it solves I'm bleeding Revenue all of these right can be framed in the context to generate Revenue save money or save founder time it also produces a clear deliverable which is the system itself which you can Click into you can explore you can organize you can also attach a few of the systems I'm going to talk about later to the CRM sort of as add-ons that's the reason why I put this one first um and then you can add extra deliverables like templated assets templated PDFs um I don't know things resources that you send

to the customer automated videos whatever the hell you want you can create templates very easily and clickup that allow you to do This copy and paste thing um you can also build this in three to four major project management platform so you can build this in clickup but also notion and Asana and Trello you know obviously the tools that you're going to use are going to be different in your Niche there are also a lot of very industry specific crms that you guys can co-opt and then build on top of using their apis right like

law firms typically have their own little CRM stack for instance But I wanted to make this simple and accessible to you guys and I want you know you can sell this from anywhere from one .5k all the way up to $10,000 or more a US fixed price and that's with no add-ons or anything it's really just about the need of the customer as I mentioned how urgent that need is how you position yourself your Authority how quickly you build out the system as well and also some white glove stuff like uh your your customer support

your customer Service your ability to consult and that sort of stuff you can also charge an hourly rate to implement this or build this from the ground up although typically if you charge an allery rate for this you're going to make a lot less than if you go fixed price um and then you can also charge a monthly maintenance fee so you could charge like $500 to $1,000 to like maintain this or uh give somebody some sort of retainer with a fixed number of hours to just Make little tweaks to it as necessary people will

usually want to make some changes to copy and paste crms that you give them not because they think that it's a copy and paste CRM but because uh you know business owners typically just have their own slightly different way of doing things so might be as simple as renaming a couple of these stages it might be as simple as adding one or two additional ones this is about as minimalistic and to be honest about Effective as you can get with one of these small to business small medium-size business um crms but you know a lot

of the time people are going to want to use you to make changes and you should definitely be charging for that so that's system number one not bad hey system number two is a copy and paste industry specific content production system now the diagram that I have here I built in Whimsical it's a visual flowchart tool the reason why I Built this in Whimsical is because I wanted to make this platform agnostic I didn't want to have to build out 17 different uh platform uh scrapers and tools and then Give Them All to You blueprint

wise as awesome as that would probably be for all y'all that would take me three years so what I've done is I've put this together in Whimsical I have blueprints that show a very particular content production system you can very easily piece this together Using the blueprints um on my gumroad but let me run you guys through this from top to bottom basically we need a way to scrape content that has already been produced on social media platforms so this is stuff like YouTube Twitter Instagram LinkedIn some other data source um appify or some alternative

there are a variety sorry with appify or an alternative a variety of scraping tools that allow you to do this stuff that allow you to automate like pulling Uh Channel's most recent 50 videos or something but the idea is you use this as the trigger or the entry point to the rest of the flow you scrape things like the titles of videos the transcripts of videos the descriptions maybe you scrape comments you scrape a bunch of stuff okay and then what you do is you filter out the invalid posts based on the title topic or

some other column some of these posts will be invalid like when you scrape some things with um appify or for Sorry Instagram or LinkedIn for instance sometimes you get a column that has keywords right maybe you're just looking only for Content that has particular keywords or something or maybe you're not looking for Content that contains another keyword so you filter it based off of some procedural elements is what I'm trying to say now you have a list of remaining posts what you do is you iterate through each of these and then you feed the titles

the transcripts the Descriptions or whatever the hell else data points you want into a large language model that's what llm stands for basically chat gbt gbt 40 uh Claude 3.5 or one of the Alternatives and then you use that llm to come up with some take on the content some variant of the content or if you really want to be parasitic you just have it rephrase the title or rephrase uh the the meaning of it anyway what you do is with that output you add the result to a Google Sheet or your content Pipeline and

then you use that to generate a bunch of metadata like uh as I mention titles excerpts keywords maybe you have an outline maybe you have a hook section if you guys watch my recent video here with the YouTube scraper this is sort of what I'm referring to you there and then at the very end this is optional but you can use all of that metadata to feed into a large language model and then create a bunch of new content as well so If you guys have seen my videos on my AI content gener this is

basically what my AI content gener does that last step I feed in a brief which has like a title it has keywords it has some other additional pieces of information and then I go through through a flow that uses artificial intelligence to create Google Docs create outlines produce section text and ultimately end with a highquality article the point that I'm making is this is a system that is Entirely doable and sellable right now all you need to go do is just piece together a couple of the systems on my gumroad and then voila you now

have um a Content production system that you could sell from anywhere from $2,500 to $15,000 or so so this solves a couple of hot button needs as well um the main one is that I have no clue where to start with content I have no freaking ideas Nick I have no standardized production process my current production process is Too expensive or my current production process costs too much money I guess both of those are the same thing but hey what are you going to do I was a little tired when I wrote all this the

point that I'm making here is each of these impact uh your ability to generate Revenue your ability to save founder time or save money um and a system like this effectively addresses all of them it also produces a clear deliverable that's the actual content that you're Creating right so that might be a Google doc could be a line and a spreadsheet you could hook this up to create like a video clip using transloaded or Banner bear or something like that uh you could create a Twitter post the point I'm getting at is it is a

deliverable it's something the customer can see and feel put in their hands and ultimately feel happy with you can also take the core ID and just modify it into whatever you want by swapping out this beginning step And then swapping out that end step so you could swap out uh the platform that you're scraping right so maybe it's not YouTube like in my YouTube comment scraper it's something else and then you could swap out that last part here so instead of it generating like uh text blog post maybe it generates a video with Banner bear

the way to template this is using blueprints in make alongside maybe some templated Google Sheets or something with little content Pipelines you could just prepare this ahead of time it might take you like an hour or something to get all the infrastructure in and then now you have a template that you just copy and paste every time you do a service delivery and as I mentioned anywhere from 2.5 all the way up to 15K and that's fixed price no add-ons um as well as you could charge an hourly rate to implement it or make tweaks

the big caveat here that I've personally faced and a few people in my Community have faced as well is a lot of the time if you're selling to small business owners you know they don't really understand like the limitations or the technical realities these models so they usually have some requests about like changing the tone of voice or changing I don't know like uh adding really detailed citations and whatnot and you can certainly do this but it's typically not as easy as just like oh okay let me just make one tiny fix and Then everything's

solved right AI is flexible AI produces flexible outputs you're never going to be 100% satisfied with content like this but I think you can realistically get to 90 to 95% satisfied which is often uh much better than whatever the people were were doing anyway uh you can also charge a monthly maintenance fee for this you could charge 500 ,000 May $1,500 a month to maintain or make improvements to this this could be a very easy segue into a Retainer product as I've talked about before so that is system number two system number three is a

no warm-up industry specific cold email system in this cold email system what we're basically doing is we're setting up infrastructure that is capable of sending on day one if you guys have seen my previous email videos you'll know that a lot of the time you have to wait you have to warm something up for 14 or 21 days or something of that nature and It takes absolutely forever that's a big chunk of your ability to generate results quickly for clients just disappearing right well the cool part about this is there are now a few tools

out there one of which being instantly that allow you to purchase pre-warmed up mailboxes and basically start sending within 24 hours uh and this is personally uh what I am going to switch to selling primarily just because there is so much leverage and value in being Able to whip up a campaign like this within a day you could go from not having any you know a client not having a single lead in months to you generating them 15 20 30 40 leads in a day depending on the volume that you work with them on obviously

any who this is what the flow looks like we buy domains using instantly pre-warmed or an alternative let me just show you guys this if you guys haven't done this before this is just an instantly account That I have set up here if I click add new you'll see there's a pre-warmed account section this is relatively new as of the time of this recording which was uh October the 30th 2024 you can actually just click this button and you can buy pre-warmed domains and then in addition to that you can actually buy pre-warmed mailboxes on

those pre-warmed domains now these do have names that do not exist so I mean Heather is definitely not somebody in my Company neither is Claire or Kayla so you have to be willing to sort of play fast and loose with the rules maybe you forward all emails from Kayla to Nick at left click can you say hey how's it going I'm picking up for Kayla thanks so much for getting back to me let me solve this problem for you but it's still a very quick and easy way you can get up and running with uh

with this that shaves off a lot of time anyway that is step one step two select a predetermined Number of mailboxes maybe 9 18 27 however many you want to wake uh you want to spin up the third is scrape however many leads you want some standardized amount using a platform like Apollo anyil finder leads rapidly you I'm talking about this is if we're doing this manually there are also automated ways that you can set up systems to do this for you if you're using something like leads rapidly which is the cheapest lead provider that

I've Been able to find and so far results are pretty good it's uh $3 per a th leads as of the time of this recording then I don't believe they have an API but if you're using like Apollo any mailf finder there's systems out there that uh you can set up that I have recorded videos on that will enable you to do this mostly autonomously mostly automatically so maybe you know every time you get a customer you get uh 27 mailboxes which is a sending volume of About like 900 a day or so and then

you scrape I don't know 5,000 leads for the first week let's say what you do then is you feed every biography of the person whose lead info you just got from the previous step through a large language model to customize the very first line of the Outreach the way that you do this is you know you'll feed in like a LinkedIn bio for instance or like a Facebook bio Instagram bio or maybe like the the customer website a prospect Website and then you'll say something like create me a customized on line introduction that you know

is formatted exactly like this and then you'll use some best practice formatting and then instead of your email saying hello name I am Nick I would like to work with you on blank now it's hey Peter loved what you were writing last week in your blog post about X Y and Z I'm totally on the same page man I just wanted to reach out and and tell you something really quick Obviously which email you're more likely to respond to the second one and then in a templated way you could put together a swipe file with

all of your best performing offers assuming that you run this for a long period of time and then you can just copy and paste the exact writing or copy of that maybe make a couple of little changes to the way the offers are framed um but just use them from client to client and in that way you can get a fully up and running Functioning email system with basically no drawbacks in to be honest less than 30 minutes this is something you could charge maybe $10,000 or more for I've seen people charging up to $10,000

um for a system like this although they typically charge lower and then they have some per lead fee or per percentage revenue on closed deal fee uh the last thing you do is you dump dep positive replies in a slack and pre-formatted email to Cent but yeah this solves a ton Of hot button needs the main one is obviously we're not making enough money Nick our leads have dried up man our sales people are sitting around all day doing nothing our fulfillment team is sitting around all day doing nothing both of which you have to

pay for another is just like founder chaos founder uncertainty we have no consistent way of generating business that isn't referrals I hear this all the time and last is that our current way of Generating business is too expensive you can essentially solve all these problems simultaneously the step or the next point is that it produces a clear deliverable the clear clear deliverable like actually this system doesn't really produce a clear deliverable so you have to you have to hack it to make it produce a clear deliverable the way you do this is by you email

um the person that is handling the leads and you should probably CC the decision maker That you did the work with too just to be safe sort of show your work and show your results you should also slack notify you should add to spreadsheets you should add to their CRM you should do all that stuff simultaneously you can use artificial intelligence to only filter out the positive replies so you know if you run campaigns a scale you're going to a lot of people going to be like I'm not interested leave me off the list Unsubscribe

immediately how dare you spam me I'm reporting you to 700 government authorities you know you don't really want your customers to see that right so I recommend having some AI filter that you pass all of the replies through and then have the AI categorize it as a positive reply or a negative reply it's a positive reply then you know forward it over to the customer they'll be pretty happy about it as you test the offers and copy you can save The best ones add them to a swipe file and pull all of your copy from

said swipe file for future campaigns you can template out in richment flows using blueprints Etc I mentioned that down here so it's very templat and the last is that you could sell this as I mentioned here from 1.5 to 10K fixed price you can also charge an hourly rate to implement this although I personally wouldn't recommend it in this case um you can charge maintenance or management Fee to like not just maintain the system but even like uh respond to emails on somebody else's behalf you could hire Outreach managers to do this work for you

you could look for lower cost of living places um combine their ability to respond with chat gbt or templates or make an Arbitrage on their on their time essentially uh you could also charge a per lead fee every time that you book uh a meeting in the customer calendar you charge them Like 100 bucks or 200 bucks or something like that depending on the size of the service it's going to be very worth it for them and last but not least you could charge a percentage revenue on deals closed although you have to have confidence

that the customer has the ability to close deals because if you think about it you are now making your income contingent on something that you do not have the control over so only do that if you're pretty confident in their Sales skills so yeah that's this system as I mentioned I'd highly recommend using instantly for this but you can set up the same sorts of flows using smart lead which is another major email provider vast majority of cold email platforms will have the functionality I'm talking about here sending for multiple mailboxes there are also a

few resellers now that will do the instant day one setup um none of them are coming to mine at the moment but I will add a Couple of them down in my YouTube description so feel free to take a look at that if you're looking for alternatives to instantly the fourth system is a copy and paste proposal automation system now I've talked about this a lot on my channel and uh maybe some of you guys are like well Nick didn't you just mention this in the last video I did when I was like seven make

automations that make me all this money but that's because this is Extraordinarily valuable and it's nowhere near reaching Market saturation it is insane how in demand this is despite the fact that I've been talking about this and hundreds of thousands of people have seen this for the better part of the last seven or eight months these copy and paste proposal automation systems are so valuable especially small small mediumsized businesses that are making maybe less than 15 20K where the founder or the business owner themselves Is still jumping on those calls because you can massively save

a Founder time using a system like this you could shave off 20 30 40 minutes a call um and this is a big point of Leverage for people so this is how it works essentially what you do in order to set this up is you will have a big list of proposal templates somewhere on a pandadoc or docy sign or whatever proposal software platform you're using and then you will make minor Chang Es to these depending on what client you have so maybe they have their own proposal template that they want you to rebuild in

your platform that's cool you can do that that's the one work that you'll actually really have to do here maybe they have some Google Slides template they want you to modify that's fine you could you could you know copy and paste that stuff into pandadoc or doys sign and then work with that but the point is you select proposal Templates depending on whatever the client offer or service is then what you do is you copy a template that you use that created for a form and this is a very simple form um that I have

set up previously that you basically just fill out I'll even show it to you guys right now they just ask some very simple questions that allow you to log client details I wish I own nick.com the outcome of the call a one- sentence description of their business whatever Their problem is whatever their solution is uh what platforms or Services you're going to use how long the project will take how much you want to charge them right if this is like a 2hour sorry this is like a half an hour phone call I'm sure you guys

can imagine you can fill this out while they're talking so you can have their proposal ready to go by the time you send it so what you do is you just copy one of those or something that I've seen a Lot of people in my community now do is they say screw typing I don't want to type at all I'm just going to use a meeting recorder bot and they actually have that the end of the meeting trigger on automation that takes the transcript from the meeting recorder bot and then summarizes it and pairs it

down until you get exactly what they talked about and then they feed that into AI instead so you feed this into your large language model you generate Jason with Specific proposal sections that are like hey this is the problem you're suffering from this is the solution that that you want this is how we're going to do the solution based off what we talked about here's a brief scope right you pregenerate all of that fun stuff and then if they have different packages maybe select from a list of packages you populate their proposal sections and you

just automatically send to the prospect right away I also recommend sending a Customized email alongside the proposal for Max effect this is uh somewhere around here my actual flow um I mean this is just a copy of a copy so I haven't used this one in quite a while but this is basically exactly what the way that it works that I just described you get a discovery call forry on type form you then use it to generate a big proposal this proposal um I believe I'm generating in Json format let's see here yeah we're Generating

this in Json format problem pitch solution pitch you might have different structure to yours so you obviously have to play around with it we even generate Milestones timelines then we send the proposal using pandadoc what you would probably want to do is you want to dump this into some set variable module that's before your UH document module step and then that way you would just feed the results of that module in to your platform and then you could just Hot swap you know better proposals pandadoc whatever okay so this is a CRM Standalone this is

a CRM add-on or Standalone system that leverages templates and AI to create highly customized looking proposals for your clients as I mentioned um it solves a bunch of hot button needs the biggest one is probably like hey man our proposal rates sucks um sales admin has taken me forever our sales teams just wasting their time doing proposals Rather than jumping on a calls um systems like this will increase your average deal size since they'll increase the perceived work that goes into every proposal uh our leads have dried up our fulfillment team is sitting around all

day doing nothing proposals take way too long or way expensive right now again these solve the ability to generate Revenue the ability to save money and the ability to maximize founder time the benefit here is it also produces a very Clear deliverable like the proposal which you can email text add to a spread sheet or add to a CRM you guys can obviously take the core idea and apply it however you would like the benefit here is you can also do this in three or four major proposal platforms you do this in pandadoc you do

this in better proposals you do this wherever the hell you want really if you use the approach that I talked about earlier where you put a little set variables module Between the AI step and then the proposal generator step or the proposal platform module then you can obviously just drag and drop a different module as necessary might take you five minutes realistically in terms of price seen this sold anywhere from 1,500 all the way up to 5K fixed price that's no add-ons as well as you could charge an hourly rate to implement this or make

tweaks you could um charge a maintenance or management fee management might be Like producing new proposal templates or I don't know Outsourcing to designer something of that nature but people are selling this stuff right now as we speak I think somebody just sold this exact system a couple days ago in um I don't remember which Community but one of my two the last system I'm going to talk about here is a copy and paste new project onboarding system and this is probably like a more intensive one to fulfill but I also think that it's one

That potentially gives you the most leverage in the customer business the way that this works is this is an onboarding system that triggers when you start a new project or close a deal basically you will you know shake hands with the customer they'll send you some money through an invoice and then you'll track to see when that invoice has been paid the second that it gets paid you receive an event that event triggers a flow where you will template stuff out For them you'll template out Google Drive you'll template out Google Docs you'll template out

whatever asset they need maybe some create a brief or a welcome doc or whatnot you could use artificial intelligence at every step here to customize the assets that they get as well you could have time trackers you could basically build out a project management flow where instead of you having to hire a project manager you could just rely on a system like this That's super organized just do it all for you so the way that the system works from a bird's eye view is basically we'll have that trigger that I mentioned right payment trigger maybe

a form is filled out and then what happens after is you'll create a templated Google drive folder or Dropbox folder whatever it work organizational folder system you'll then create a bunch of Google docs for various use cases like content uh add copy Etc maybe if you're a Creative agency you need to I don't know you have like a Google doc or question list that you send to the customer and then they have to like fill in the information or something right so what you do is you create a Google doc using the information that you

got from that payment trigger and maybe your project management or CRM system that Google doc is customized you can even send it to the customer and you play anyway you place all the stuff in the folder to Keep it organized then you pass the project details to a large language model and have it generate JavaScript object notation with specific sections the sections here are going to be for your various um assets that you're generating so maybe you know you generate some ad copy automatically based off of the website of the customer that you scrape using

make or zapier or something maybe you pre-t template out uh an ad campaign based off of a Template that you've matched or something right like maybe you have a a list of five or maybe you have a big swipe file with five different uh industry categories and then every time you get a customer from an industry you go into that industry category and then you copy the swipe files and then you use them as inspiration to pre- template out all the ads there's a variety of ways that you guys can automate the hell out of

this right I'm just giving you Some ideas here afterwards you add it to your project management system or sheets and then finally you send a customized email or notification to your fulfillment staff and or the client for maximum effect uh ideally you know you do this whole thing in like 30 seconds or something and then you send them something that's just so insanely customized that the customer goes holy I'm working with real professionals here so systems like this are great I Use them all the time I use them in uh one second copy right now

so uh this is a good example of a system like that sort of a simpler system but essentially what I'm doing is every time we get a new project we're searching for the project folder creating a new project folder creating a Content brief template that's one of the assets that I talked about we are then uh creating a harvest um time tracking entry and we're kind of connecting this to our own database and Our own infrastructure right so you guys can do something really similar with your own boarding system this solves a variety of hot

button needs mainly the fact that onboarding takes forever that your margins suck that everything's disorganized it takes forever to find stuff where the hell is that file that Lucy promised me last week projects always go over budget or delivery scope basically having a system like this just makes all of that a little bit better it Works in my experience as a lift where everything is just now 5% easier you get jobs done 5 or 10% faster you get to take on 5 or 10% more jobs you have to hire 5 or 10% people it's just

a way to economize everything um and people tend to like this quite a lot it also produces a clear deliverable which is that record that we just talked about in your project management system it uh produces those assets it produces folders you can change this however you Like whether you want to use Google Docs Google Drive Dropbox paper whatnot you could build this on three or four major file and time tracking platforms and then you can sell this from anywhere from 1K to 5K USD fixed price no add-ons obviously depending on whether this is a

much more comprehensive or intense onboarding uh system maybe you need to do more than just generate a few simple assets like I talked about using AI you guys can charge more than that But generally speaking you know people assign project management of lower importance to sales so if you're building a project manager you'll be able to justify a lower price than let's say a CRM you can also charge an Aly rate to implement this make tweaks and you can also do a maintenance or management fee so that in a nutshell are five systems that you

could sell starting today for between ,500 to $10,000 you guys have everything that You need on my YouTube channel my gumra to actually get out there and start doing it I think the tertiary benefit of this video is that hopefully it gives you guys who are currently running your own businesses some ideas and systems that you can Implement there as well if I knew what I just to told you guys at the beginning of my automation career I probably would have been able to reach my 72k a month in two maybe three times as fast

as I did I probably could have Made two to three times as much money as well um and yeah I guess all I'm trying to say is a lot of the time you just need somebody that's um been there done that just to guide the way a little bit and I'm hoping that this video has helped you guys do that if you guys have any questions or anything like that feel free to drop them down below I am on a comment responding spree right now I spent 5 hours the that a SM like 180 it's

pretty Bonkers but I'm going to Keep on doing it till I Keel over from exhaustion uh otherwise please like subscribe do all that fun YouTube stuff and I'll catch you on the next video thanks so much for the time cheers