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

youtube ↗Niches

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 ↗Niches

What services could be offered for e-commerce businesses by someone starting an AI automation agency or coaching business? I'm confused about which niche to choose and what services to offer.

Most low‑hanging e‑commerce fruit—like automated product descriptions, recurring emails, and checkout flows—is already handled by platforms, so you need to look beyond those basics. If the store is mostly B2C, reframe the problem as B2B: help the owner reach retailers, distributors, or influencers and set up partnership automations. In practice that often means building an email campaign and an affiliate funnel that contacts influencers, gives them free products, and tracks resulting sales. Many influencer‑marketing services are generic and lack personalization; you can improve them by scraping a creator’s recent post, paraphrasing it as an icebreaker, and offering a simple promo or swag kit. You can also layer AI into newsletters or marketing sequences—using survey data, product‑history, or other signals to personalize outreach. For coaches who feel stuck on choosing a niche or services, the real issue is a lack of confidence; pick three niches you feel about 70 % confident in and start acting (LinkedIn cold outreach, short videos, Upwork applications) rather than waiting for certainty.

e-commerceai automationservicesniche selection
youtube ↗AI & Automation

What top automation systems should a beginner focus on for high ROI, and is it better to offer only four or five automation services to a specific niche?

Great question. I actually just published a video that breaks this down, so I’ll point you there. The basic framework is a two‑column chart: the left side shows the types of automation you should avoid selling, and the right side lists the high‑ROI services you can sell. All of those right‑side items have been covered in videos on my channel over the past year, so you can stitch together a blueprint, add your own twists, and make sure it feels like your own offering rather than just a re‑branded template. Focus on a handful of high‑ROI automation services, customize them for your niche, and you’ll have a solid, marketable package.

automationsystemsroiniche
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