I'm really interested in how automations work. If my goal is to eventually transition into automation as my full-time focus, what types of automations should I start building and selling?
Automations don't let you do anything you couldn't already do manually — they just improve the speed and efficiency of the process. Speed matters for revenue (faster speed-to-lead, more orders fulfilled per unit time, more personalization squeezed in); efficiency mainly saves money. Given that, build and sell 'revenue-proximate' automations — ones close to the revenue line: sales automations, marketing automations, lead-gen automations. Focus on things that help clients make money, not just things that help them save money.
Focus on revenue‑proximate automations—sales, marketing, and lead generation—because they directly increase income. Upwork is the simplest and most accessible platform, though it costs more than alternatives; its ease of use makes it a good starting point.
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.
Manufacturing is already about automation (think assembly line). To find automation opportunities I start at the top of the funnel: reach, acquisition, conversion, expansion. For reach I look at AI‑driven creative generators, speed‑to‑lead systems (branded numbers, power dialing, follow‑up automation). For acquisition I automate quote production—saving time and improving quality by removing manual document review. For conversion I use high‑quality proposals, automated contractor dispatch, reminder systems. For expansion I follow up with promo offers and ideate solutions. The biggest gains come from automating front‑end sales and marketing rather than back‑end processes.
Never say never. I've been in agencies for about 10 years — I got out of school and started a marketing agency, sent hundreds of proposals, talked to thousands of people, and basically seen the same business model pitched a thousand different ways. When you see something that many times, you start picking up on the trends. My recommendation: don't try to think like an automation developer, think like a business person in general. Every business is basically a pipeline: there's a customer, you pay some money to get that customer, your business adds value to what the customer wants (a project, knowledge, a product, whatever), and at the end you get a higher-quality thing you can charge more for. So there's a multiple on the value of the raw good versus the finished thing. That gives you three or four places to optimize right off the bat: lead gen and sales, fulfillment, and retention. Think of every business through that lens and the automation opportunities become obvious.