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#155 · How I Write & Send Real Proposals for AI Services (Live)

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

Related answers

youtube ↗AI & Automation

I’m selling AI websites to local businesses with good response but low perceived value; should I switch to an AI automation agency for higher value, despite lacking case studies and needing to target bigger clients?

Start by giving value up front: build a landing page for each prospect, show it to them, then offer to build the full website (or revisions) as a paid service. This lets you demonstrate value, increase reply rates, and later upsell AI automation. You can create many landing pages daily using AI tools (e.g., Claude Max) for little cost, then move clients into higher‑ticket automation services.

ai websiteai automationlanding pageupsell
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
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