#158 · Your outbound sucks. Here's how to fix it

youtube ↗AI & Automation

Can an AI agency succeed by offering only basic automations like chatbots and voice agents instead of lead‑gen services?

The reason most AI agencies sell lead‑gen offers is that lead generation is the core value for most businesses—it’s the simplest way to get a ‘yes.’ Once you have a lead‑gen system in place, AI automation agencies can easily upsell related systems: after delivering leads, you can sell CRM organization, payment automation, onboarding automation, fulfillment automation, and so on. By building a stack of services—from lead generation to conversion, payment, onboarding, and fulfillment—you create natural upsell and retainer opportunities, leading to recurring revenue.

lead gen offersautomation upsellagency services

Related answers

youtube ↗Niches

Is niching down to marketing agencies a good option for an AI automation agency, and what assets can I send to marketing/creative agencies that aren’t just AI‑generated?

I think marketing agencies are great; I niche down with them and make more money than most with an equivalent service. Whether you need to differentiate depends on your goals—if you aim to be the Uber of automation agencies selling to marketing agencies at $100M/year, you'll need more differentiation than just 'marketing agency'; if you want a tiny niche, you can target whatever you want, especially if you have experience to stand out. As for assets to send to marketing or creative agencies that aren't just AI‑generated: you can build them whole HTML websites (customized with context) and host them; generate newsletters from templates; create PPC ad creatives based on trending ad‑library content; produce high‑quality proposal templates; make slide decks; essentially any day‑to‑day marketing agency deliverable can be generated with AI, but the biggest impact is the customized HTML template because clients are impressed by receiving a full website.

marketing agenciesassetshtml template
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 ↗Lead Generation

How can I get leads with almost no budget for an AI agency targeting small web agencies, and what automation offer should I propose?

With almost no budget, you can buy leads cheaply—services like LeadsFinder sell leads for about $0.50 per 1,000 (or $1.50 per 1,000 with emails), so a list of a thousand leads costs just a couple of dollars. Once you have leads, the best automation offer for web design agencies is a lead‑generation system, because most of them have no leads at all. You can sell them the same cold‑email or scraping setup you used to acquire them, then upsell speed‑to‑lead tools, simple CRMs, project‑management templates, and reactivation sequences that follow up with old leads. In short, start with a lead‑gen offer (the thing you’re already using to get clients), then layer on other automation services as they see results.

lead generationcold emailautomation offer
youtube ↗Agency Operations

Nick, I'm 18 and live in a country where small and medium‑sized businesses are far behind with AI and automation; they don't know Zapier or Make. Is it smart to build an automation agency here now to make money during the lag period and level up systems thinking before the window closes?

He says yes, it's smart to start an automation agency now to capture the lag, but you should focus on delivering strategic outcomes and consulting rather than just selling tools. You can still make money with tools, but the real value is in helping clients achieve business results. He also notes that if you're not making $10k/month yet, focus on reaching that income first, and that many traditional businesses (web design, clay pottery) still thrive, so it's not all black‑and‑white.

automation agencylag marketsystems thinking