Accountant sends me referrals. I send him referrals. We both win. Here is how to build referral partnerships that actually work. THE DISCOVERY: Had a client ask: "Do you know a good bookkeeper? We need help." I did not. But I found one for them. Introduced them to a local bookkeeper I found on LinkedIn. The bookkeeper was grateful. THE CONVERSATION THAT CHANGED EVERYTHING: Me: "Happy I could connect you with a good client." Her: "Thank you so much. How can I return the favor?" Me: "You probably see businesses drowning in paperwork. If they need document automation, send them my way." Her: "Actually I have a client right now spending 15 hours on invoices." One week later: $2,200 contract from her referral. THE PARTNERSHIP STRUCTURE: I send her clients who need bookkeeping/accounting She sends me clients who need document automation No referral fees exchanged Just mutual value THE IDEAL REFERRAL PARTNERS: Bookkeepers and accountants (see all the paperwork pain) IT consultants (get asked about automation) Business coaches (hear about operational struggles) Virtual assistant agencies (manual work overflow) Software consultants (implementation projects) THE OUTREACH TO POTENTIAL PARTNERS: "I help businesses automate document processing. You probably see clients drowning in manual paperwork. Would you be open to referring clients to each other when it makes sense?" Simple. Clear. Mutual benefit. THE PARTNERSHIP MAINTENANCE: Monthly coffee or video call Share what types of clients you are looking for Update on capacity and focus areas Celebrate shared wins THE NUMBERS: Referral partners: 4 Average referrals received monthly: 6 Close rate on partner referrals: 58% Clients from partnerships last quarter: 11 Revenue from partnerships: $24,200 THE REFERRAL QUALITY: Partner referrals close higher than cold leads because: - Pre-qualified by someone who knows their business - Trust transferred from partner relationship - Pain already validated - Budget usually not an issue

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

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

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

Client on $150 monthly maintenance. One conversation. Now paying $550 monthly. Here is how to upgrade existing clients without being pushy. THE SETUP: 6 months into maintenance contract. Invoice processing running smoothly. Monthly check-in call scheduled. THE CONVERSATION: Me: "How is everything running?" Her: "Great. Invoices are handled. Life saver." Me: "Glad to hear it. What is taking up most of your time now?" Her: (pause) "Honestly? Expense reports. My team submits receipts and I spend hours organizing them." Me: "How many expense reports monthly?" Her: "About 60 across 8 employees" Me: "How long does processing take?" Her: "Maybe 12 hours total" Me: "Want me to automate that too?" THE EXPANSION PROPOSAL: Added expense report automation to existing system Same tech stack (Make.com plus PDF Vector) Builds on infrastructure already in place Setup: $800 (discounted from $1,200 for existing client) Monthly increase: $400 (from $150 to $550) Annual revenue increase: $4,800 plus $800 setup THE PSYCHOLOGY OF EXPANSION: They already trust you They see results from first project Adding more is low risk for them You understand their business Implementation is faster (systems already connected) THE MONTHLY CHECK-IN FRAMEWORK: Every maintenance call, ask these 3 questions: 1. "How is the current automation performing?" (Opens conversation, shows you care) 2. "What is taking up most of your time now?" (Identifies new pain points) 3. "Anything else you wish happened automatically?" (Plants automation seeds) THE EXPANSION OPPORTUNITIES: Invoice processing clients often need: - Expense report automation - Purchase order matching - Vendor onboarding - Contract tracking Form processing clients often need: - Follow-up automation - Data validation - Reporting dashboards - Multi-location rollout THE PRICING FOR EXPANSIONS: Existing clients get 20-30% discount on setup Monthly increase matches scope Package deals for multiple expansions This keeps them loyal and increases lifetime value.