#78 · Live Example of a Winning AI Agency Cold Email Campaign

youtube ↗Agency Operations

I think you do a lot of tracking and logging like your end learnings in a sheet or another video. I'd be really interested in hearing more about that.

Sure. I use a deliverable tracker. I haven't used this personally, but here's how it works: each hour I note what I accomplished—e.g., created a hiring pipeline, updated a content calendar, added templates, etc. I let AI itemize it into a big sheet. The tracker lists all expenses and tasks, so I can quickly see what I did in the first hour, second hour, and so on. It serves as an accountability metric and I share it with others for transparency.

trackingdeliverableautomation

Related answers

youtube ↗Lead Generation

What should a freelancer on Upwork track in a simple system (e.g., Google Sheets) to monitor inputs and outcomes?

He recommends columns for each lead‑gen activity (Upwork proposals, cold emails, communities) with sent, interviews, calls, closed, plus replies/positive replies, and a revenue column; keep it simple, track daily counts, and calculate ratios (interview‑to‑proposal, close‑to‑call, revenue‑per‑proposal, etc.) to measure performance.

trackingmetricsupworkcrm
youtube ↗Agency Operations

How do you manage to keep track of all the things you want to improve about your business? Is it just in your head or do you have a complex system? How many things do you manage week to week (Google Sheets, notes, etc.)?

Managing everything can get chaotic. I don’t have a fancy CRM; I’m pretty disorganized. My Google Drive is filled with countless files with little naming conventions. I’m good at taking ideas from conception to a minimum viable product quickly, but after that it often becomes a mess. For example, a couple of hours ago I responded to 92 DMs for Maker School without any system—I just opened the DMs tab and worked through them top‑to‑bottom, which I do every few days. Most people at my level would have a proper CRM, support tickets, a refund person, etc., but I don’t. Realistically I probably have around 50 Google Sheets and 100 notes. To keep track, I use a note‑taking app called Godspeed. I write a line like “respond to school DMs,” and it creates a giant to‑do list that I see each morning. You can use any tool you like—Apple Notes, Google Docs, etc.

task managementgoogle sheetsautomation
youtube ↗Lead Generation

What should I track when running both an AI automation agency and a home‑services business?

When you’re just starting a business, lead generation is the biggest bottleneck, so the most important thing to track is all of your lead‑gen activities. Keep a daily minimum for each channel—cold calls, Loom videos, LinkedIn DMs, cold emails, Upwork applications, etc. Create a master Google Sheet with columns for each activity and a date column, and each day record how many you performed. Consistently hitting reasonable daily numbers will drive results for both your AI agency and your home‑services business.

lead gen trackingdaily metricsgoogle sheet
youtube ↗AI & Automation

If you're in my shoes, how would you approach automating time sheet tracking for a mining company?

Well, this is an established system, so you have a couple of options. You could develop a brand‑new system because the client is unhappy with the current manual process, which is prone to dishonest reporting and hurts margins. Expect resistance from low‑level workers when you change the workflow, and the transition may initially feel worse than the current setup. People are often the bottleneck, so consider simplifying the process first. For example, replace manual Excel entry with an OCR solution that lets clerks upload scanned timesheets. You could also add barcodes or QR codes to each employee’s sheet; a clerk photographs the code, OCR converts it to data, and the information is uploaded automatically. Payments could be processed on a bi‑weekly basis with a quick audit to catch major issues. If you want a more robust solution, install NFC/RFID tags for each worker. They tap in and out, and you enforce rules such as a required tap‑out time or a maximum shift length. Pair the RFID system with a camera to verify taps and resolve disputes quickly. Disputes will still happen—perhaps once a week—but you can review the footage and the tap data to settle them fast. Enforce an SOP that unpaid overtime is forfeited if the worker fails to tap out. This physical, hardware‑based approach isn’t as simple as a cloud‑only solution, but modern phones can read RFID/NFC, and platforms like UniFi can trigger webhooks when a tag is scanned. Those webhooks can feed into a central employee database and automatically generate timesheets in tools like ClickUp, Toggl, Harvest, or any other system you prefer. This should give you a solid starting point for automating time‑sheet tracking in a mining operation.

time-trackingautomationminingrfid