#213 · How to Sell Chatbot Services to SMBs in 2026

youtube ↗Pricing

What is the smartest path to scale from $10K to $25K per month, and what would you do in my shoes?

The very first step is to quantify how much time you spend delivering the deliverables for your $10,000/month client. Recognize that with a single client you’re essentially a contractor, not running a true agency. Break down your deliverables line by line. Then determine how much revenue the business generates from your time and aim to receive 15‑25 % of that revenue as your compensation. For example, if the business makes $100,000/month from your work, you should be paid $15,000‑$25,000/month. This reflects you as an operator of the stack. Make this clear by tracking your time (use a clock app or similar). Once you have that baseline, you can focus on productizing and raising prices without hurting results. Recognize that your results come from the sheer amount of work you’re doing, not from a superior business model; you’re essentially squeezing a wet towel. Hard work can outweigh strategy, so you need to follow through on your awareness. To raise prices without losing results, either demand more money for the value you provide or increase the value you deliver for the same price. Avoid jumping to solutions like a content inbound playbook before understanding constraints. Instead, take a constraints‑based approach: inventory all the time you spend on each step, all deliverables you own, and the revenue you generate for the client. Identify the tightest bottleneck and solve it. Do not try to fix delivery bottlenecks by hiring; hiring is merely a band‑aid that ignores the underlying business‑model issue. Instead, restructure how you deliver services so you can handle far more than $10,000/month without burning out—there are examples of people making $20,000‑$30,000/month while working far less than eight hours a day. This is fundamentally a business‑model problem; you must solve the model itself.

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Related answers

youtube ↗Agency Operations

I'm spread thin taking on all sorts of projects (custom code, no-code, low-code, cold email, voice agents) while working a full-time job — should I think about bringing on help? And do you think the automation agency model is hard to scale beyond a certain point?

Cool man, I know you already have a full-time job, which is fantastic. You're probably working 6 to 8 hours on that job and then spending time on lead generation, client calls, and fulfillment. You're doing a lot, and it's natural to wonder if it's time to bring on help. Here's what I'd do: first, set a near‑term realistic income goal—for example, $25,000 a month. Add up your salary, income from custom projects, and any other income. See how far you are from that goal. Then calculate your current internal hourly rate (maybe around $100/hour). If you need an extra $10,000 to reach $25k, that's about 100 additional hours. Ask yourself if you have 100 hours in your schedule. If not, you don't necessarily need to hire; you could raise your prices or pursue higher‑paying clients. Doubling your rates would double your income for the same time, getting you a large share of the way there. You could also increase lead volume—more leads give you more opportunities to pick the best‑performing projects instead of settling for low‑rate work out of scarcity. My decision‑making mindset is based on expected value: I evaluate the expected value of taking on a client or making a decision and choose the option with the highest expected value at that moment. Regarding hiring, my experience shows it's not easy to post a job, review candidates, interview, and hire quickly; you add a daily management time sync. The equation for effective hiring is whether the daily management time plus the cost of paying someone is less than the value they create by doing the work. Early in a hire, you're often not profitable until they're onboarded, trained, and up to speed. So, unless you have a much higher goal—say $50k, $100k, or $200k a month—you probably don't need to hire right now. As for scaling an agency model, I do think it gets harder to scale beyond a certain point. It was harder for me at $72k/month than at $25k/month. After a certain point you're no longer just an automation agency; you become a niche‑specific service or system‑providing agency. For example, one community member scaled to $80k/month by pivoting from automation services to selling cold‑email systems—a lead‑generation focus. If you start as an automation agency but find a super‑high‑ROI CRM project, you'll quickly shift toward being a recruitment‑agency‑style CRM provider. If you stick with the pure AI‑automation‑agency idea, you'll likely plateau around a $1M annual run‑rate, because that's when you need to hire managers to manage people, which is tricky.

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youtube ↗Hiring & Team

How should I bring on my first employee? Should I pay a salary, use increments or profit‑share bonuses? How many hours do people work in your business? When should you hire the first hire and what should you expect?

After hiring around 40-50 people for my agency, I've realized I prefer to hire last. The common advice to delegate everything comes from a time when technology couldn't handle much of the work, but today technology gives us leverage, so you can realistically wait until you're making around $50k/month before your first hire instead of $15-20k. Hiring early is often just a band-aid for deeper problems—if you're under $25k/month the issue is usually your systems, not a lack of manpower. Focus on building systems that reduce the work needed to fulfill: automate repetitive tasks like onboarding emails, scheduling calls, and problem-solving via email; design productized offers that take half the effort to deliver (e.g., a form that auto-generates a campaign, scrapes leads, and follows up); create scalable sales flows (a discovery/closing call batched together, a proposal, and automated follow-ups that stop when a deal isn't worth the effort). Make client management discrete—set a daily 8 a.m. five-minute template update instead of letting clients interrupt you on WhatsApp all day. Hiring early means giving up a large share of profit (e.g., a $5k salary is half of your profit at 50% margins) plus management costs and risk; it's better to wait until revenue is higher so the hire is a smaller fraction of margin. I pay a flat salary plus a clear, trackable bonus—staff log it themselves and add it to their invoice—avoiding profit-share or rev-share because they misalign incentives and add overhead. Finally, I only care about deliverables: if someone is intelligent and ambitious they can build their own systems to finish work in fewer hours, and as long as the output is good I don't track hours.

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youtube ↗Pricing

Is it realistic to make $5,000 per month with a content systems business via a few high‑priced projects or many small ones? Can it be made recurring, or is it just one‑off? Can I reach $5k/month with one or two clients?

Can I hit $5,000 a month with one or two clients? Absolutely. It's straightforward to do this. Hitting $5,000 a month with a client is almost the entry line to becoming a real agency owner. In the case of the person who asked this, I've had clients who paid me $20,000 to $30,000 a month for services. It's very straightforward and relatively simple: you simply need to provide a multiple on the money they are paying you. If someone is paying you $20,000 a month, as long as you're providing them $100,000, $150,000, or $200,000 a month in comparative value, they will happily pay you that amount. The reason this is difficult for people to understand is that it's at scales and scopes most find unimaginable. I first grasped this idea when my best friend Zach started working with a highly scaling content offer (some sort of automation offer). At the time I wasn't having much success, while Zach was decimating me in every way. I asked him how much money he made with this stuff; he said he made $45,000 last month. I asked how many clients he had, guessing 45, and he said he had one client paying him $45,000. I couldn't understand it because I had no experience with that. The reality is Zach was probably underpaid for the value he provided; realistically he should have been paid two and a half to three times that, given he was making the company millions per month. When you start thinking more about the value you provide and less about the sticker‑shock price, and if you can convince a client that this is true, you start being able to earn, quite honestly, unimaginable amounts of money from the right people who get it.

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youtube ↗Offers

Um, if my goal is to scale to 78 figures per month, uh, which path would you suggest?

If your goal is to scale to seven‑ or eight‑figure monthly revenue, first consider what you're selling. Moving into enterprise with large, intimately scoped contracts often means custom software development and would require scaling the team far beyond nine people, bringing a whole different set of problems I don't enjoy. Instead, I recommend what every lean agency does at the million‑dollar‑a‑month mark: productize the hell out of your offer—think Fat Joe level productization where fulfillment cost is near zero and you charge based on outcomes like placements or deliverables. For example, an old client of mine productized SEO to the point where you just order a $7,755 campaign on their platform with zero fulfillment cost. For your specific model—$10K up front and $35K over six months (about $4‑$6K monthly plus upsells)—you could increase the monthly retainer to $5‑$8K and average $60‑$70K per client. Also, consider niching down: sell outcomes, not the systems, and use automation just to deliver those outcomes (e.g., a cold‑email agency enabled by automation). As an unofficial note, Lewin’s white‑label GHL approach is a massive revenue ad with little effort, but I prefer to focus on creating high‑quality content rather than pushing software on everyone.

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