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$20k/month in document automation - here are all my templates
📂 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.
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Your Complete 30-Day Roadmap to Landing Your First $1,000+ Client
Welcome founding member! You're literally one of the first people here, and that's exactly where you want to be. The Promise: Follow this exact roadmap for 30 days. Land your first automation client. Or I'll personally help you until you do. WEEK 1: Build Your Authority (Even Starting from Zero) Day 1-2: The Foundation Setup Download these templates: Github Awesome Templates Day 3-4: Your Tech Stack Here's exactly what I use (most are free): - Automation: n8n, Zapier, or Make (pick ONE) - PDF Processing: Any tool you want (my suggestion: PDF Vector - go-to for reliability - free tier handles 100 pages) - Communication: Loom for demos, Calendly for bookings - Contracts: HelloSign or PandaDoc free tier Day 5-7: Your First "Proof" Create ONE simple automation that shows value: - Invoice extractor (Gmail → Spreadsheet) - Document organizer (Dropbox → Organized folders) - Research compiler (Web → Summary report) Assignment: Post your automation in comments. Get feedback from everyone. WEEK 2: Book Your First 5 Discovery Calls The 3-Message Method That Actually Works: Message 1: The Observation "Hey [Name], noticed you mentioned struggling with [specific problem]. Mind if I share something that might help?" Message 2: The Value "I built a simple automation that handles exactly this. Takes about 10 minutes to set up. Want me to show you how it works?" Message 3: The Close "I can jump on a quick call Tuesday or Thursday to walk through it. Which works better?" Where to Send These: - Your existing LinkedIn connections - Facebook groups you're already in - Local business owners you know - Previous colleagues or clients Goal: 5 calls booked by end of week 2 WEEK 3: Demo and Close Your First Deal The Problem Calculator Framework: Step 1: "How many hours per week does your team spend on [manual task]?" Step 2: "What's the average hourly rate?" Step 3: "So that's costing you $[amount] per month..."
Your n8n Workflow is probably breaking (Here’s How to Fix It)
Most people build n8n workflows… but they break the moment something goes wrong. And the worst part?You don’t even realise it failed until it’s too late. 😅 If you're building automations (or AI agents),error handling is what separates hobby projects from real systems. Here are 5 simple ways I use to make my n8n workflows reliable: 1. Retry On Fail APIs fail all the time.Just retry automatically instead of letting everything crash. 2. Continue On Fail Not every step matters.Skip the failure, log it, move on. 3. Split Error Route This is underrated 👇Send success one way, errors another → super powerful for notifications & fallback logic. 4. AI Agent Fallbacks LLMs fail randomly.Always keep a backup model ready. 5. Global Error Workflow Game changer One central workflow to catch all errors → send alerts + execution link. 💡 Biggest lesson: Don’t try to avoid errors. Design your system to handle them gracefully. Curious — how are you guys handling errors right now? Are you just letting workflows fail or doing something smarter? 👇
First Client in 14 Days - The Complete Blueprint 🔥
Here is exactly what I did from zero to signed client. DAY 1-3: FOUNDATION Day 1: - Set up free n8n account - Watched 2 hours of tutorials on document extraction - Built first practice workflow (invoice to spreadsheet) Day 2: - Built second practice workflow (form to database) - Recorded Loom demo of each (60 seconds each) - Created simple one-page Notion site as "portfolio" Day 3: - Picked target industry: Small accounting firms - Wrote my pitch: "You're spending hours on client document sorting. I can automate 80% of it. Want to see how?" - Set up free Calendly for booking calls DAY 4-7: OUTREACH Day 4: - LinkedIn search: "accountant drowning in paperwork" - Found 15 relevant posts - Commented on 5 with helpful insights - DM'd 3 people who seemed most frustrated Day 5: - Continued LinkedIn engagement - DM'd 5 more prospects - Sent message to 10 people in my personal network Day 6: - 2 responses from LinkedIn - 3 responses from network - Booked 2 discovery calls for next week Day 7: - Rest day (sustainable pace matters) DAY 8-14: CLOSE Day 8: - Discovery call #1: Good fit, needs to check budget - Sent follow-up with simple proposal Day 10: - Discovery call #2: Great fit, ready to move - Live demo with their actual documents - Quoted $1,600 setup + $140/month Day 11: - Discovery call #2 said yes - Sent simple contract via HelloSign (free) Day 14: - Contract signed - Deposit received - Started building THE NUMBERS: Messages sent: 23 Responses: 7 Discovery calls: 2 Closed: 1 Revenue: $1,600 + $140/month Time invested: ~20 hours over 14 days What day are you on in your first client journey?
Most businesses don't have a leads problem. They have a follow-up problem.
A lead comes in. Things get busy. The follow-up slips. The deal goes cold. It's not laziness, it's just the reality of running a business with a small team and a packed schedule. The businesses winning right now have figured out how to stay consistent without adding more to their plate. How do you currently handle follow-ups in your business?
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