# Fix 90% of Your AI Automation Agency Problems in 30 Days

## Метаданные

- **Канал:** Nick Saraev
- **YouTube:** https://www.youtube.com/watch?v=xa3DIsTMMM0
- **Дата:** 09.05.2025
- **Длительность:** 27:07
- **Просмотры:** 7,852
- **Источник:** https://ekstraktznaniy.ru/video/12097

## Описание

Join Maker School & get automation customer #1 + all my templates ⤵️
https://www.skool.com/makerschool/about?ref=e525fc95e7c346999dcec8e0e870e55d

Want to work with my team, automate your business, & scale? ⤵️
https://cal.com/team/leftclick/discovery?source=youtube

Watch me build my $300K/mo business live with daily videos + strategy ⤵️
https://www.youtube.com/@nicksaraevdaily

Excalidraw I used in the video ⤵️
https://excalidraw.com/#json=OJnYbnBFIj913IxhsQ54E,89xU6rIikSWZy-E2ALPceA

Summary ⤵️
Fix 90% of your AI agency problems in 30 days by focusing on optimizing lead gen, onboarding, delivery, and retention

My software, tools, & deals (some give me kickbacks—thank you!)
🚀 Instantly: https://link.nicksaraev.com/instantly-short
📧 Anymailfinder: https://link.nicksaraev.com/amf-short
🤖 Apify: https://console.apify.com/sign-up (30% off with code NICK30)
🧑🏽💻 n8n: https://n8n.partnerlinks.io/h372ujv8cw80
📈 Rize: https://link.nicksaraev.com/rize-short (25% off with promo code NICK)

Foll

## Транскрипт

### Introduction []

I'm going to show you how to fix 90% of your AI agency problems in just 30 days. And it's not magic. I know that this industry is booming right now and there are a lot of beginners that don't fully understand how agencies work in general that are flooding in. What I want to do in this video is just show you guys the simple levers that you could pull that not a lot of people talk about because they're not very sexy and they're not very glamorous that if consistently pulled and pulled the right way are going to drive the majority of your revenue. So, let's talk about them. The

### Lead Generation [0:22]

first is lead generation. Lead generation is pretty straightforward, right? It is you driving traffic at the very top end of your business. Now, the thing about Legion that most people don't understand is that lead genen solves the vast majority of the downstream issues that people think that you need to tackle individually. Let me give you an example. In the agency space, you have a variety of possible issues. The first issue is obviously lead genen. So, you don't have leads to begin with. So, I think it's pretty safe to say that if your problem is lead genen, lead genen solves lead genen. The second big issue that a lot of people have is project management. What I mean by this is they end up with so many projects that they don't really have the ability to fulfill new ones that come in through the queue. And naturally, I mean it kind of makes logical sense. If you have too many projects, obviously you think, well, I should probably turn the tap off and not generate leads anymore. But believe it or not, Legion actually solves project management wos too. Because if you have a choice between four leads, one is $50, another is $150, another is $500, and the last one is $1,500. Which one are you going to pick? You're obviously going to pick the $1,500 one. Now, let's say hypothetically you ramped up lead genen a little bit more and you actually had to pick between another four. You had a an extra $1,000 client here, another $1,500 here, another $2,500 here, and then a $10,000 client over here. For an equivalent unit of time, which one of these would you rather pick? Obviously, the $10,000 client over here, right? Well, most people don't have access to that choice. They don't have abundance in their business because what they do is when they run into project management issues at the three or four client mark, they start feeling overwhelmed. They think, "Hey, I got to turn lead genen off. " Not fully realizing that not having enough leads is a problem that is contributing to you hitting a low revenue ceiling in the first place. If you guys generate more leads, even if you guys are currently feeling overwhelmed, if you guys keep the tap running through lead generation activities like Upwork or cold email or community posting or cold DMs or client reactivation, well, then you're going to be more likely to be in a situation like this where you have the pick of the litter, let's say, and you can actually ignore the very lowpaying projects that don't actually meaningfully contribute to your revenue and instead preferentially focus on the high revenue projects that do. So, believe it or not, um, Lead Gen actually solves project management woes, too. Okay, you get to pick the highest quality, highest paying clients that require the least demand from you as well. So, lead genen solves legen. Leen solves project management. Leen solves pricing. Hopefully, that's self-evident in the way that we did things there. Legen solves system complexity. So, a big issue in AI and automation is the systems that we build tend to be very complex. And so, we typically start off with custom scopes because it's the easiest way to get a project. And when you do custom scopes, you have to obviously scope the thing. You have to build according to client spec. you have to do a lot of client revisions and stuff like that. This is all very natural part of any agency. But the real leverage in this business model is unlocked when you move away from custom projects and you move towards productized solutions. Now the issue is most people think, well, how the hell do I sell a productized solution? It's such a specific sort of packaged offer, right? Like it's not, hey, I'm a client and I'm suffering from this exact issue. Can you build me something that solves that? Instead, it's almost like I have a prepackaged solution that deals with X, Y, and Z issues. And obviously when you have a product that you need to find customers to conform to, it's harder to sell versus a set of customer needs that you can conform to as an agency. Well, believe it or not, lead genen solves system complexity as well because when you have more access to leads, what you can do is you can just pick the simplest system that pays you the most money per unit time that your agency provides. So, not only does it solve your project management wos because you get to pick the simple projects and the pricing woes because you get to pick the higher paying ones and the lead genen woes because obviously you have leads, it also solves the system complexity woes because you can start selling and scaling systems that are a little bit simpler and more productized. Okay, so I guess what I'm trying to say is lead generation is like the cure all in business. If you just have a ton of leads, everything else just sort of solves itself to be real. So naturally, your priority when running an agency is just always having leads. And that's why I and many other people recommend selling things as quickly as humanly possible before you've even established the deliverable or the fulfillment. You don't actually need to be that good at AI automation to start drowning in leads. And it's much better to be in the situation where you're drowning in leads but you're not very good at AI automation than the inverse. You're really good at AI automation and then you're not drowning in leads. Okay, you don't have any. It's a drought. So, how do you do this? Well, you choose one or two high impact outreach methods and then you just execute consistently on these outreach methods with minimums for 10 plus days. This is not a magic number. Feel free to do this for longer or maybe a little bit shorter. I guess the point that I'm trying to make though is don't turn this on and off very frequently. If you are going to start some sort of lead generation mechanism, let's say cold email or outbound Upwork applications or whatever. You just need to do so consistently for a certain amount of time before really being able to measure whether or not it works. And the reason why is because the market has a lot of built-in lag. When you submit a cold email or you send an Upwork application or you cold DM somebody on LinkedIn or you blast uh 10 Loom videos out to a bunch of people that you think might be interested in your product or service, it takes them time to open it. And because it and receive it, it also takes you time to get feedback on that. the views and the opens and the yeses and the nos. So if you don't execute consistently for a certain amount of time, if you don't give the market the time to catch up to that lag, it's very difficult for you to actually make data driven decisions. Now we're in a very dataentric industry. So this is one of the main points of failure that I see beginners that get into it do. They actually try and iterate a little too quickly. But yeah, if you acknowledge that the market has lag, then you can sort of get the best of both worlds. You can be data driven while also like actually being statistically significant. So typically you want to target somewhere between 20 to 50 quality leads per week is your minimum viable standard. And you want to do this across those 1 to two high impact outreach methods. What does that mean? Well, you have five working days between Monday to Friday. You do 10 Upwork applications per day. That is 50 quality leads. You have seven working days. You choose to go every single day. Well, then that's just seven leads a day. Maybe you're sending cold emails or cold DMs or something of that nature. Now, when lead genen works, you get to choose better clients and command higher prices. So, initially when you're at the very beginning of your lead genen journey, you're probably not going to have too many leads to work with, right? You're also not going to have too many people that might be interested in your services. though you're probably going to have to choose the crappier clients with the lower prices. But as you scale up and as you get more leads available to you, you will necessarily be able to choose the ones that reward you the best. And that's really why lead genen is that paliotative cure all that I recommend you focus on if you want to solve 90% of your agency problems in 30 days. Last but not least, consistency matters more than perfection. So just stick with your chosen method. Run it and gun it for at least, you know, 10 12 days or so before trying to make material changes to it. And if you are consistent about this and you internalize what I'm saying right now, it is simply a matter of time before you are successful. Just make sure that you're not hopping between shiny object and shiny object because there are a lot of shiny objects and it's very easy to get your attention pulled away which ultimately reduces the total volume of lead genen that you were able to produce. So if I could give you guys a simple SOP, when you start lead genen, what you do is you create a consistent daily process. And to make a long story short, what this daily process is you will wake up and you will send x cold emails. You might then send Y Upwork apps. You might then write Z community posts. There are variety of other lead genen mechanisms, but we'll keep this simple for now. Then you just do that every day for 10 days. After you're done with your initial test set, this is the same thing that a scientist does. They formulate a hypothesis on what's going to work. They run a test for a predefined period of time and then they perform using the scientific method some sort of analysis and iteration. Once you're done with that, then you can optimize your messaging and your targeting. Once you find the successful approach, then you just scale it. And then once you're done with all that, you can get a ton of quality leads every single week. Okay? Now, keep in mind that the beginning of any journey is going to be slow, but eventually you hit an inflection point where you figure it out and you can scale relatively consistently. The second big thing that people are currently sleeping on and the thing that I would recommend you solve if you want to solve 90% of your agency problems in

### Onboarding [8:03]

30 days is onboarding. Okay, we talked about the initial lead generation, which is sort of the top of the funnel. That is the first thing that customers will see of you. And because it is the first part of the funnel, typically just widening that first part significantly increases the throughput of that funnel. But the second big thing you need to do is you need to onboard clients properly. What does that mean? That means you need some sort of structured onboarding process. And a structured onboarding process doesn't have to be extraordinarily complex or anything like that. In general, a structured onboarding process just means that immediately after the client pays you something, you just need to give them something in return. You know how like when you're selling a product like some widget or something on Amazon or maybe on your e-commerce store, when a customer pays something, they tend to receive that product reasonably quickly or at least they receive some email order confirmation or whatever that they paid the money. One of the lowest hanging fruit in agencies, especially for our niche, just because we have such low barrier to entry and it's so exciting and so many new people are flooding in is a customer will pay you and then you just don't see it for a little while. Maybe like 3 or 4 hours or something like that. Or maybe they pay you before you go to bed and then when you wake up in the morning, you're like, "Oh my goodness, I just got a bunch of money. " Well, the whole goal in structured onboarding is just to minimize the gap between something leaving the customer's hands like money and then you giving something back to the customer. You know how services take a long time to fulfill? They're not really like the widgets that you sell on Amazon or whatever. Because of that, you need to find a stop gap that still allows you to deliver value immediately in response to a customer giving you money. This whole concept is essentially called minimizing buyer's remorse. And it's one of the most important things that you can do in order to set off a successful project and also increase the likelihood that they're going to want to work with you again, which is important. Okay, so I know that was a big verbal yap rig battle there, but what does that actually mean? It means create templates for welcome emails, create templates for questionnaires. It means create a simple template for, you know, immediately after you sign a new deal, what is the immediate email that they receive? Okay, immediately after somebody pays you, try and host a kickoff call within maybe 24 to 48 hours of that signature or payment transfer. And this doesn't have to be a very intense kickoff call. I have a ton of SOPs for this, but in short, just make sure that you inform them as to what the project is going to look like. You revisit your project expectations. You talk a little bit about the timeline. And then if there are any questions or things that need to be set up before you can actually begin the project, just deal with that. Then two-factor authentication is a pretty common need in AI and automation agency space obviously because we tend to deal with platforms that the customer is using. You know, we also tend to set up platforms on behalf of customers and so on and so forth. So, that's more or less all a kickoff call is. Just make sure that after the customer pays you, you have some sort of facetime with them so that you leave them feeling good, not like, "Oh my god, I just spent a bunch of money and got nothing. " Last but not least, this is an opportunity for you to document your communication protocols and then set some response time expectations. Another really low hanging fruit, not just an AI automation agencies, but any agencies is typically clients expect to be communicated with a lot more than they actually are. So, here is another little SOP that you guys can follow to fix most of those agency problems. The second that somebody pays, send a welcome email. Say, "Hey, thanks so much for paying. getting on board. I'm really excited to have you. " Here's how these things typically go. First, we're going to book a kickoff call. You can do so using this calendar here. After that, I'm going to ask you these questions. After that, we're going to sign up to these platforms. Can't wait and super excited to work with you. Doesn't need to be anything more complex than that. But if you've ever wondered why some of the people or vendors that you might have worked with in the past come across as professional and other ones come across as unprofessional, it's cuz the professional ones have all this stuff down pat. So if you want to just jumpst start your agency and get so much further ahead than 99% of other ones just right off the bat, just get that professionalism dialed in. Get that tireser remorse minimization and stuff like that sorted. So you might send a welcome email. Then you might deliver some sort of onboarding questionnaire. You might then review the client responses. Maybe it's like a form or something. On your kickoff call, you'll cover that with them. Then it'll create some sort of project roadmap, set up some comm's channels like Slack or email. And then when you actually begin your project implementation, you will do so much better and easier and with the client knowing what to expect than otherwise. Okay, so just to recap, so far we've covered Legion. Next up is onboarding. And now I'm going to talk about the third most important thing to do, which is to optimize your

### Communications [12:00]

communications. Now to be blunt, onboarding is a form of communication, but I'm talking not about the specific project kickoff time. Now, I'm talking about what you actually do with the client after you've secured your AI automation project. Now, essentially my recommendation is the biggest issue that I see here is clients just feel like they're out of the loop. AI automation agency projects tend to be pretty complicated scope-wise, especially custom projects that most people will sell initially. They tend to have a lot of moving parts. And so, because of that, clients expect to be communicated with reasonably regularly. Now, a lot of people are afraid to communicate with clients with the regularity that I recommend because they think that every time they communicate with a client is like an opportunity for the client to change the scope on them or say, "I don't like this or I don't like that. " But the reality is the second that I started changing my communication style from what it was previously, which was maybe some sort of weekly comm style to legitimately either a daily comm style or maybe like once every two days or so, essentially just significantly increasing the frequency. My earnings went through the roof. my ability to retain clients and resell them and upsell them on new and related projects also went through the route. And this was one of the ways that I scaled my own automation agency to 72K a month. So, what does that mean? Well, I recommend establishing a 1 to 2 hour daily communication window with a 15 or 20 minute response guarantee. This may seem really scary to you guys, but my recommendation for you is pick a 2-hour window that you're just going to be working anyway. say, "You can reach me within 15 to 20 minutes Monday to Friday on Slack if you send me a message between 12:00 p. m. and 2:00 p. m. PT. " Okay? Make sure to establish the time zone so people don't send you messages at odd hours. And then what you do is this is the time window you give to all of your clients, not just one of them. Okay? You don't need a 2-hour time window for client A, B, and a 2-hour window for client C. What you do is you just batch all of them, and that is your time home at the computer or in your office or something. The reality is most clients will not actually take you up on this offer. Most clients are busy and they're okay having you do most of the work without necessarily checking in or talking every single day. That's okay. But this provides you the appearance of being omnipresent without actually being omnipresent. And when they eventually do inevitably send you a message, you can deal with it. Then you don't have to worry about responding to them at 9:30 p. m. at night or something like that like you hear most client horror stories revolve around, right? Unreasonable expectations surrounding hours and stuff like that. Because what you've done is you've actually established those expectations ahead of time. Okay. And then regardless of progress, a simple and easy way to get ahead of things is to send proactive updates every 1 to two days. What I mean by this is schedule a Monday, Wednesday, and a Friday update cadence where 8 a. m. or somewhere. The first thing you do when you step into the office is you just send them a simple templated message. Hey Pete, just wanted to fill you in on where we're at. Yesterday we finished X, Y, and Z. Today we're focusing on No um action needed on your end. Just wanted to make sure you were in the loop. Okay. Clients love that absolutely adore when people do stuff like this because it is extraordinarily like time efficient. It lets them know where the project is at without requiring anything in return and it gives them that feeling of professionalism and white glove service gives them the feeling that you are handling what they are paying you to handle. Okay. This also allows you to batch client comms to prevent constant interruptions which are a big issue with clients. If anybody's watching this that has worked with a client, please comment down below about how right this is because this is one of the biggest issues that I think most agencies probably suffer from. But like clients contacting you at all hours of the day leads to you stopping what you are doing and then having to deal with that client demand and then getting back to what you're doing. That's called context switching. If you guys have ever done lots of context switching, you'll know that it's super unproductive and it's one of the reasons why you leave yourself feeling so unfulfilled and that's why so many people's revenue ceilings are so low because they just can't juggle more than like two or three client projects cuz they're constantly omnipresent with the client. If you start getting in the habit of minimizing context switching, you'll be significantly more productive as a result. And then you can also handle client comms on your time, not their time. Aside from that, set clear expectations about response times outside your window. If you have reasonable windows, like a 1 to two hour daily comm window, and then you give people proactive updates, they won't expect you to be omniresent. And if you don't respond to them outside of that window, that'll be okay. And then finally, create templates for common update scenarios to save time. What do I mean by this? I don't mean automation templates. What I mean is just have like two or three email templates that you just vary time and time again where you say something like, "Hey Pete, just checking in. Hey Pete, hope you're doing well. Hey Pete, wanted to fill you in on our progress. Right? Have two or three of these. And then all you do is you just go to your template bank and copy and paste it. A really quick and easy way to do this on a Mac is you just go over to your system settings. Then you go to text replacements. Then what you do is you legitimately just create an update one. You say, "Hey, just checking in on XYZ. Here's where we're at. Update. Thanks, Nick. " Okay, what do you do next? Well, anytime you have some text, you just go update one, just like this. And now, check it out. I have my whole update right over here. These sorts of simple daily client management optimizations don't seem like they make a very big difference. But the main value you'll save here is not necessarily the time you're typing out. The value and the time that you're going to save is you not having to think about stuff like this. and just having a prepared system every Monday, Wednesday or Friday. Or who knows, maybe Monday, Tuesday, Wednesday, Thursday, and Friday. Or maybe you give client updates on Saturdays, right? The exact specifics of the schedule that you're going to pick totally varies and it's up to you. There is no real right answer. And I'm sure that my own recommended cadence isn't necessarily perfect either, but it's close enough. And what you'll find in the agency space is close enough is usually about as perfect as you can get anyway. So, here's what the SOP for that looks like. When you start work with the client, make sure to set those daily communication expectations during the kickoff call. After you inform the clients of the protocol, then just set your proactive updates. When the client responds to you, okay, just batch it for the next day at that time window that you've given them that you are going to respond to them in. And then if you have any issues, just address them during that dedicated window. This will help you document all communications, ultimately create templates and stuff like that, which will handle future clients easier. And in this way, you're just going to have a giant library of client comm templates and then uh value that you'll be able to carry forward to seem more and more professional. The fourth major issue is deliveries. Okay

### Deliveries [17:54]

so a big problem that I see a lot of beginners do is they focus on the wrong things. They focus on things that they consider valuable, usually the technical implementation details and then they ignore or they spend very little time on the things that clients consider valuable, which tend to be just the simple, immediately visual things that you're generating with your AI automation. I mean stuff like the Google doc you're making. Slack notification you're sending. I mean stuff like the delivery video that you record where you walk through your automation from start to finish. Believe it or not, if you're going to spend time on anything in your agency, spend time on this stuff cuz this is the stuff that makes the big difference. Clients don't see your AI automation. They don't see the make. com or n scenarios or workflows respectively. What they see is the deliverable, the output, and that's what you should be optimizing for. Okay? So don't focus on the backend complexity when you deliver. Focus on spending your time on that like 8020 of the stuff that the clients actually see when you do your initial demo. And most people will have some sort of demo where they do the delivery. It'll be either a video delivery or it'll be like a call where the client want to be walked through. Make sure that demo is as perfect as possible. Because if you can nail that demo, even if the rest of your project or your product is not as nice as it could be, that's the thing that they're going to be judging you off of. Likewise, if you spend a million bajillion hours trying to make the most amazing system and then when it comes time to demo it for the client, you screw it up. the client will not give a crap about the million bajillion hours that you spend on the system. They'll care about the crappy demo that you delivered. So that's what you want to be perfect. If you want to make your impression count, then optimize the areas that you interface with the client and which the client interfaces with the system. Also, invest heavily in the visual design of things. So a good example of that is this is a video I recorded a while ago that essentially shows how to take a $2,000 automation that's built in make. com, then turn it into a 10K SAS. So what I mean by this is there are a bunch of no code or vibe coding tools. in this case, Lovable, but there's also Bolt. I think Figma now has a tool and so on and so forth where you can essentially take this backend automation and you can wrap it in a really beautiful, sexy, sleek interface to improve the perceived value of the system. Look for opportunities to do that stuff. Hell, if you do a type form in your system, make sure to spend an additional 30 minutes after you're done building the system, making that type form look as sexy as possible. Add the client logo to things. Read an introductory design book. I can recommend Steve Schroers and Adam Watthanss. I believe their names are at the guys that currently run Tailwind CSS. And then create professional templates for anything that's client facing. Make sure the spacing is nice. Make sure the font's nice. If you have a Calendarly or a cal. com link or something like that where the clients have to book on, make sure your profile picture looks good. This is the stuff that the client will interact with. And to be frank, this is the stuff they're going to judge you on. My recommendation is you actually allocate more of your time to the front end of your app than you do the back end. Okay? So actually more of the time that you spend on your AI automation agency should be on the way things look than the way things actually work. So look and feel aka aesthetics or form is actually more important than function a lot of the time. I know it's counterintuitive and I know it's against every guiding ethos of development in general, but this is just the way the market works and if you really want to crush it, this is what you have to do. Okay, here's a quick and easy SOP. Step one, identify all client touch points. Step two, prioritize the visual elements of those touch points. Step three, create some sort of intuitive user interface that they can navigate. Prepare a perfect demo. And you tend to get pretty good at demos when you do them day in and day out. Just look at me. And then finally, document with some sort of visual guides before collecting feedback on experience so that the next time you do it for the next client or even the same client for a future project, you can do it better and better. The last and most

### Retention [21:20]

and better and better. The last and most important point of all is the idea of retention. This is a major problem point that I see a lot of AI agencies suffer from. And essentially what retention refers to is after you're done working with a client, your ability to get them on a follow-up project is your ability to retain them. And retention is always better than new acquisition. Okay? If there's one major takeaway you're going to get from this video, focus on this. All of the rest of the steps above, the onboarding, the communication, the delivery details, and so on and so forth, they all focus on your ability to retain clients as opposed to just always have to acquire new ones. Why? Well, retaining clients allows you to take advantage of leverage. You get to, let's say, get somebody on a retainer so that instead of just working with them on a one-off project on month one, you get $3,000 a month every month for 6 months or something like that. I mean, that's inherent leverage. Working with the same client is easier. It's better. It's more enjoyable. you guys know your work styles, you can typically demand more money for it as a result. It also allows you to get very deeply involved with client business, which is where you can drive the most value. I don't drive the most value for new clients. I clients whose businesses I deeply understand, whose niches I've gotten to get and kind of gro and get deeper with over the course of a year or two. And this also allows you to get into things like revenue shares, deeper financial relationships with clients, and even in some situations equity. Like I've had a few situations where clients have actually given me portions of their business to help them manage it. That's not possible on the first offer. Okay. So, what does that mean? Well, the minute that you deliver a project and you make sure that your delivery is sexy and perfect and so on and so forth like we just talked about, that's when you pitch another project. The reason why is cuz this principle called reciprocity. When a client is overwhelmed with value and you just shown them and solved all the problems that they suffer from, they're going to feel like there's some sort of reciprocity or reciprocal relationship there. And what you want to do is you want to take advantage of that time window. What you don't want to do is deliver an awesome project and say, "Okay, great. Thank you very much and talk to you never and then in a year follow up with them and say, "Hey, I have an idea for a new project. " What you want to do is as you do the delivery, you want to say, "Hey, here's a delivery. Here's the amazing project that I just did. Here's a bunch of extra free stuff that you didn't even ask me for. By the way, while I was doing this project, I noticed that you were currently doing X, Y, and Z. I know this is out of left field, but I think I can actually make you another $5,000 or $10,000 a month with a couple of simple tweaks. If you're interested in that after you're done being impressed at the value I just delivered, let me know. We could set up a call. " That's the vibe that allows you to get those repeat and recurring clients and ultimately scale your agency with some sort of monthly recurring revenue. Okay? And that involves identifying related challenges that clients won't recognize themselves. You're taking the outside view, but usually when you do some sort of initial one-off project, you get at least some visibility in client systems which allows you to do this. Additionally, there are just some systems that most clients want. Stuff like outbound lead generation systems, for instance, stuff like marketing systems, stuff like autoresponders and CRM. If you tend to work with one niche, you'll find that most businesses like specific types of projects and those projects just recur. So, what you can do is even if you don't know a specific thing that you can give that client, something that's like hyper related to the project that you just delivered, you could have a library of three or four common follow-ups and then you could just offer them to all of the clients that you do initial one-off projects with in order to improve the probability of retention. Likewise, when you're presenting these opportunities, focus on business impact. If you guys remember my example from a minute ago, feel free to rewind the video if you want. I talked about I could make you another $5 to $10,000. I didn't say, "Hey, I can make your processes 13% more efficient. " Customers don't really care about efficiency. What customers care about is top-end revenue, bottom line margins, or just founder chaos. Essentially, make their lives a little bit easier. Finally, make taking the next step as simple and as low friction as possible. Don't say, "Hey, what do you think about X, Y, and Z? " Instead, say, "Hey, here's the opportunity. Here's all the money I think I might be able to make you and or save you. Here's a calendar link. Feel free to book anytime in the next 48 hours. I can walk you through what that looks like. Make it as simple and as easy for them to just naturally lead from project A to project B, and you'll build yourselves a recurring revenue machine that operates not while you sleep, but at very high multiples per unit time. If you want to talk about an SOP for this step, what you do is you complete your current project. After you're done, you identify a related challenge. You prepare a simple solution proposal. Then, when you deliver the current project, you do your new pitch at the same time. If the client's interested, then you schedule a discussion using some sort of calendar link. And then ultimately, you close that follow-up project, too. And when you do the follow-up project, assuming that you're smart about it, you can pitch a lot higher money because you can tie it directly to return on investment. If they say no, then you can just follow up with them in 2 3 4 5 6 months. Then re-engage strategic time. Usually sometime, you know, you delivered some more value. So maybe you do some sort of quarterly check-in. You say, "Hey, client X, had a blast working with you last quarter. You know, I thought that maybe I could give you a little bit more value. " So, here's a bunch of free stuff. And by the way, I think I can save you55 or $10,000 a month. If you're interested, here's a quick call link. Let me know. Here's some brief tople details about what that looks like. Okay, if you are bearing with me and you

### Outro [26:14]

made it until this point in the video, thank you very much. I'm currently holding my microphone in a bunch of toilet rolls and I'm in a pretty crappily lit hotel room. So, appreciate you bearing with the lower production quality than usual. If you guys like this sort of thing, definitely check out Maker School. It's my daily accountability roadmap where I guarantee you your first AI and automation agency customer in 90 days or your money back. We've had over 2,500 people concurrently in the program as we speak. And every 100 members I increase the price just to represent the increased value in terms of recordings, terms of events, terms of Q& A and in terms of one-on-one facetime with me. So, if you guys want more of that, definitely check out Maker School. If you guys have an established a agency and you guys want to take that to the next level using tips like this and more, check out Make Money with Make, my higher level program which gets you to $25,000 a month and beyond. And I'm almost done pitching myself. You guys like these YouTube videos, then please like, comment, subscribe, do all that fun stuff to get me to the top of the algo. And I'll catch you on the next one. Thanks so much, guys. Bye.