Offered a chiropractor a free 20-minute process audit. Left with a signed contract for $3,100. Here is exactly how free audits become paid clients. THE OFFER: Found chiropractor in local business group asking about paperwork solutions. My message: "I help healthcare practices automate patient intake. Want a free 20-minute audit of your current process? I'll show you exactly where time is being wasted. No pitch, just insights." Her response: "Sure, why not." THE AUDIT CALL STRUCTURE: MINUTES 1-5: Rapport building Asked about her practice, how long she has been open, what brought her to look for solutions. MINUTES 6-15: Process walkthrough "Walk me through exactly what happens when a new patient arrives." She explained: - Patient fills paper form in waiting room - Front desk types into EHR system (12 minutes) - Insurance card copied and uploaded (3 minutes) - Eligibility verified by phone (18 minutes) - Total per patient: 33 minutes MINUTES 16-20: The calculation that closed the deal Me: "How many new patients weekly?" Her: "About 15" Me: "So 15 patients times 33 minutes is 8.25 hours weekly just on intake" Her: "I never added it up like that" Me: "At $24 per hour for front desk staff, that is $10,296 annually" Her: "On just intake paperwork?" Me: "Yes. What if I could get that down to 45 minutes total weekly?" THE MOMENT SHE DECIDED: Her face changed. She leaned forward. "How much would that cost?" I had not planned to pitch. But she asked. THE QUOTE: Setup: $3,100 Monthly: $250 Includes digital intake forms, automatic EHR entry, and insurance verification automation Her annual savings: $9,360 Payback period: 4 months She asked: "Can we start next week?" WHY FREE AUDITS CLOSE DEALS: You demonstrate competence without PowerPoints You build trust through genuine helpfulness You quantify their pain in dollars they understand You position yourself as problem-solver not salesperson They ask about pricing instead of you pitching THE AUDIT FRAMEWORK I USE:

📂 All my workflow templates are now in one place These are the exact automations I use to earn ~$20k/month from document processing clients. Finally organized everything into one repo: 👉 https://github.com/khanhduyvt0101/workflows Templates for n8n, Make, and Zapier. All free. No signup. Just grab what you need. Will keep adding more as I build them.

If I had to start over today, here's EXACTLY what I'd do in the next 30 days. WEEK 1: LEARN AND PREPARE DAY 1-2: Choose invoice processing (universal pain) DAY 3-5: Learn Make.com basics - Make Academy (free) - YouTube tutorials - Build 3 sample workflows DAY 6-7: Build demo workflow with PDF Vector free plan Templates: Make | Zapier | n8n WEEK 2: POSITION AND REACH OUT DAY 8-9: Join communities - 10 local business Facebook groups - 5 LinkedIn industry groups - 3 Reddit communities DAY 10-12: Search for pain points - Keywords: "manually entering", "tedious" - Find 20 posts complaining about manual work DAY 13-14: Engage genuinely - Comment helpful advice on 20 posts - NO pitching yet WEEK 3: FIND AND CLOSE DAY 15-17: Identify leads - Find 5 people with document processing pain - Start conversations via DM DAY 18-20: Discovery calls - Book 3 calls - Use discovery call framework - Listen more than talk DAY 21: Send proposals - Use winning template - Clear next steps - 50% deposit structure WEEK 4: BUILD AND DELIVER DAY 22-24: Build workflow - Use template library - Customize for client - Test thoroughly DAY 25-27: Demo and revise - Walk client through - Make adjustments DAY 28-30: Deliver and celebrate - Go live - Train client - Collect final payment REALISTIC EXPECTATIONS Not everyone closes in 30 days. Some take 45. Normal. People who follow this plan: 70%+ get first client within 30 days. People who stop at day 15: 0% success. MOST COMMON MISTAKE Stopping when you don't see immediate results. Days 10-20 feel slow. That's when most quit. Push through. Momentum comes. TOOLS TO SET UP Make.com (start free) PDF Vector (free plan for testing, $25/month for clients) Gmail (free) Stripe or PayPal TOTAL COST: $0-25/month initially RESOURCES CHECKLIST

I have been working on this automation for a few days now (just trying to get familiar). I am able to execute the workflow successfully, however whenever a new pdf is added to the Google Drive folder, the information is not transferred to the spreadsheet. I keeps giving the same information from the first pdf invoice added. How can I change this so it updates accordingly?

**Morning Post (Before 9 AM)** Day 41 of 30 Goal: Start building the Onboarding Agent after kick off Blocker: - Need: -