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$20k/month in document automation - here are all my templates
šŸ“‚ 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: šŸ‘‰ 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..."
What are you working on currently?
I'm working on a n8n workflow on lead management and the pilot phase should start soon šŸ‘€. Some more testing, adjustments to be sure the leads get handled well.
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What are you working on currently?
What Automation Solves the Biggest Business Pain Today?
I've reached a point where I understand n8n and AI tools well enough to start building real automations and workflows for businesses. Now I'm trying to stay focused and master one automation before moving to the next. Many people suggest AI Receptionists, but after looking at the market, it feels crowded and I'm not seeing as much demand as expected. If you had to choose ONE automation that: • Solves a real business problem • Saves time or money • Has strong demand • Is beginner-friendly to sell • Can realistically help land a first client What would it be? I'd also love to know: 1. Which industry you'd target 2. How you'd find clients 3. A simple pitch that gets business owners interested Looking forward to learning from people already getting results.
Tax Season Signed 4 Accountants in 2 Weeks - The Seasonal Niche šŸ”„
Tax season hit. Every accountant drowning in document processing. Same complaint everywhere: "Clients send messy documents." Built one workflow. Signed 4 accountants in 2 weeks. THE WORKFLOW: Client uploads docs to portal → Auto-classify (W2, 1099, receipts) → Extract fields per document type → Populate intake spreadsheet → Flag missing documents → Auto-email client → Notify accountant when complete THE PITCH THAT CLOSED: "Your clients upload a mess. My system organizes it. You review instead of sort." 12 words. Four closes. WHY IT WORKED: Accountants do not want AI magic. They want: - Documents sorted correctly - Data in their existing format - Clients pestered automatically - Time back for actual tax work THE CLIENT ACQUISITION LESSON: Seasonal pain = urgent buying. Tax accountants: Desperate January through April E-commerce: Desperate Q4 Real estate: Desperate spring/summer Insurance: Desperate after disasters THE TIMING STRATEGY: Reach out 6-8 weeks BEFORE the season. "Tax season is coming. Want to handle it differently this year?" They are planning budgets. They remember last year's pain. They have money allocated. THE RESULTS: 4 accountants in 2 weeks $1,500 setup each = $6,000 $200/month each = $800 monthly recurring THE PITCH: "What seasonal crunch does your target industry face?" What seasonal pain point could you solve before the rush hits?
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