What automation ideas can I build and sell to IT companies as a subscription, and how do I choose and market them as a beginner?

#165 · How to deploy automations for clients on ANY platform

What automation ideas can I build and sell to IT companies as a subscription, and how do I choose and market them as a beginner?

He explains that IT companies are service businesses and follow the same funnel as any other service business: lead generation, sales (discovery/scoping call), conversion (proposal/agreement/invoice), onboarding (kickoff call), fulfillment (building IT systems), and retention (ongoing management/managed service). Because the funnel is universal, you can adapt systems from other niches—cold‑email, speed‑to‑lead (PPC), content (SEO), automated referral/follow‑up/reactivation, proposal generator, asset generator, CRM, sales admin, webhook‑triggered kickoff calls, AI‑generated project briefs, and a template library for one‑click implementation. The key is to take a bird’s‑eye view, draw inspiration from adjacent niches, and teach the client to fish rather than give them a fish.

it automationservice business funnellead gentemplate library

Related answers

youtube ↗Agency Operations

How do I deliver automations to clients?

Start with a kickoff call after the client pays, where you help them set up any needed platforms and possibly share your affiliate or partner codes for discounts or revenue. Then state that you’ll build everything in their environment so they retain full control if they stop working with you. Build using their tools (they give you credentials), and deliver the project with a video SOP that walks them through the system and serves as documentation for future maintenance. Use that video as a retention mechanism, then upsell related projects based on the knowledge gained from the current job. Mention that you can save them $500–$10,000 per month with a simple system, and invite them to a quick call if interested. The loop gets you in and prints money; you can pitch a monthly upsell or another one‑time project.

automation deliverykickoff callvideo sopretention

youtube ↗Agency Operations

If you're running a marketing agency, what does your thought process look like and how do you structure systems to manage teams and projects?

All agencies share the same fundamental shape: lead generation at the top (via ads, cold emails, cold calls, etc.), which funnels into a sales event (typically a discovery or closing call). From there you onboard the client, fulfill the promised service, and manage the client—checking in on progress—before delivering the project, possibly with a revision cycle that leads to another transformation event where you resell them. I’ve documented this shape in the three automation agency sales flows and a roadmap to $25k/month automation that you can download for free. The real key to success isn’t becoming a top AI or automation specialist; it’s becoming a good business person who understands the container (the agency model) and what you put inside it. This mindset can be learned in a couple of weeks, and you don’t need to be expert at the specific service you’re offering.

agency structurelead generationfulfillmentclient management

youtube ↗Niches

As someone with a software development and cyber background who has built sites and one automation pipeline but hasn't done any outbound, offers, or positioning, and is interested in cyber, web app, dev, and automation, what should I focus on and how should I put myself out there to become a one-stop shop?

It's a common problem for beginners to spend too much time thinking about the business model instead of actually doing it. You're likely stuck in your head wondering what niche to pick, how to reach people, and which platforms to use. Rather than overthinking, you should test an idea in the market. Pick three things: choose an outreach minimum per day on platforms you have experience with—like DMs on Instagram, X, LinkedIn, communities, Reddit—and run it for a month without changing anything. After 30 days, if you do about 10 pieces of outreach per platform, you'll have contacted nearly 1,000 people, giving you real data to inform your next step. For example, you might find that your web development offer converts at 2.9% while your cyber offer doesn't perform as well, letting you focus on what works. This approach turns you into a scientist of your own life, gradually carving out the solution space and increasing your chances of success.

nichingoutreachpositioning

youtube ↗Lead Generation

How would you automate customer acquisition for a plumbing business?

Use a mix of automated inbound and outbound methods. Inbound: run PPC ads (Google Ads), list on aggregators like Bark.com (they sell leads), and invest in local SEO to rank for service searches. Outbound: compile a list of property management companies in your service area, then pitch them a preferred‑vendor package with 24/7 emergency service, discounted trials, etc. Leverage tools like Appify for scraping leads from Indeed/LinkedIn, enrichment with Clay, and AI‑personalized outreach via Instantly or Smart Lead. Track metrics, iterate quickly, and aim for low cost per meeting ($5–$10). Focus on revenue‑driving activities; after a few projects, bootstrap social proof and case studies.

plumbingcustomer acquisitionPPCSEO