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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..."
Starting the 30-day roadmap
I've spinned my wheels but this time I am locking in doing the 30 day roadmap, I will post the things I do like crazy here to get feedback from everybody and connect
The Loom Video That Closed a Client Without a Single Call
Sent a 3-minute Loom video. Client watched it 4 times. Signed contract without ever talking to me. Here is the video strategy that closes deals while you sleep. THE SITUATION: Prospect from Facebook group. Busy restaurant owner. "I don't have time for calls this month." Old me: Would have followed up in a month and lost momentum. New me: "No problem. Let me send you a quick video showing how this would work for your situation." THE VIDEO I SENT: Total length: 3 minutes 12 seconds MINUTE 0-1: The hook "Hey [Name], I know you are slammed so I made this quick video instead of taking your time on a call. You mentioned spending 6 hours weekly on vendor invoices. Let me show you exactly how to get that time back." MINUTE 1-2: The demo Shared my screen Uploaded a sample restaurant invoice Showed data extracting automatically Showed it flowing into a spreadsheet "This takes 90 seconds instead of 15 minutes per invoice" MINUTE 2-3: The next steps "For your volume of 40 invoices monthly, setup would be $1,400 and monthly maintenance is $120. That pays for itself in the first month. If this looks interesting, here is my calendar link to lock in 15 minutes. Or just reply to this email and we can get started." THE RESPONSE: Him: "Watched your video 4 times. This is exactly what I need. Let's do it." No call scheduled. Signed contract via email. WHY VIDEO WORKS: Prospects watch on their schedule They can replay confusing parts Your personality comes through Demonstrates competence visually Feels more personal than text They can share with partners easily THE VIDEO STRUCTURE: HOOK (30 seconds): Reference their specific pain DEMO (90 seconds): Show solution with their industry example CLOSE (60 seconds): State price and clear next step Total: Under 4 minutes. Respect their time. THE TOOLS I USE: Loom (free for videos under 5 minutes) Screen recording shows the automation Face bubble in corner adds personality Thumbnail customization for professional look
The Cold Email That Got 23% Response Rate 🔥
Sent 47 cold emails. Got 11 responses. Closed 3 clients. Here is the template that actually works. THE PROBLEM WITH MOST COLD EMAILS: Too long (deleted before reading) Too generic (feels like spam) Too salesy (triggers defense mode) No specific value (why should they care) THE EMAIL THAT WORKED: Subject: 6 hours back weekly? Body: Hi [Name], Noticed [Company] processes a lot of vendor invoices based on your team size. Quick question: how much time does manual invoice entry take your team weekly? Built a system for [similar company in their industry] that cut their invoice processing from 8 hours to 45 minutes weekly. Worth a 10-minute call to see if similar results are possible for you? [Your name] Total words: 67 THE BREAKDOWN: SUBJECT LINE: "6 hours back weekly?" - Specific benefit, not your service FIRST LINE: Shows you researched them (not mass blast) QUESTION: Gets them thinking about their pain PROOF: Specific result for similar company ASK: Low commitment (10 minutes) WHY THIS WORKS: Short enough to read on phone Specific enough to feel personal Valuable enough to respond Easy enough to say yes THE RESEARCH PROCESS: Find company on LinkedIn Check employee count (indicates invoice volume) Find operations or finance contact Note any public info about their processes Customize first line based on research THE TARGETING: Best industries for cold email: - Construction (high invoice volume) - Healthcare (compliance pressure) - Professional services (billable hour culture) - Distribution (document heavy) Best titles to target: - Operations Manager - Office Manager - Controller - CFO (smaller companies) - Practice Manager THE METRICS: Emails sent: 47 Emails opened: 31 (66%) Responses received: 11 (23%) Discovery calls: 7 Clients signed: 3 Revenue: $5,400 Cost: $0 THE FOLLOW-UP SEQUENCE: Day 0: Send initial email Day 3: Follow-up (same thread) "Just floating this back up. Worth a quick chat?" Day 7: Final follow-up
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