#202 · 60min open Q&A on how I make $400k/mo
Don’t automate any client‑facing activities—calls, proposal videos, onboarding, strategy or upsell sessions—because white‑glove service brings in far more money. Automate everything else: lead capture, data handling, invoicing, reporting, and any backend tasks.
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.
Setting up automations for clients is mostly about the back end. The front end is simply the deliverable you produce—like a Google Doc, a WordPress post, or any content you hand over. In software terms, the front end is what the user sees, while the back end handles the processing, usually via cloud functions in our case. You don’t need to worry about building a front end; the back end is managed automatically with tools like Make.com.
The core determinant of whether someone buys from you is the return on investment (ROI) you generate, how confident they are in your delivery, and how easy you make it to accept the transformation. This can be expressed as a formula: Value = (ROI * Social Proof) / Friction. Positioning automation as eliminating manual admin to free up time to eventually make money is indirect and circuitous. Instead of taking indirect steps, focus directly on generating revenue right away. This increases the clear ROI and makes social proof easier to establish. Revenue generation (marketing and sales) is standardized and needed across virtually all industries, whereas backend admin automation is often client-specific and difficult to replicate or scale. When you solve marketing and sales problems, your offer becomes much easier to sell.
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.