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49 contributions to AI Automation First Client
Accountability: Day 62 of 30 - Preparing RE process
**Morning Post (Before 9 AM)** Day 62 of 30 Goal: RE process: Validate & verify details, make it a robust framework, before building. Partnership call with dentist. Blocker: - Need: -
2 likes • 8h
@Matthias Schweiker Excellent progress so far, and go on you for considering the "senior people", many of whom are Business Owners but not necessarily efficient with a focused, and practical technology stack. Lots of opportunity 👏🏻
@Matthias Schweiker How did you recognize this pattern? Data analysis or something else?
If You Only Do One Thing This Week 🙏
Tried 20 different strategies first 6 months. Most didn't work. One consistently worked. If you only do ONE thing this week, do this: FIND AND START 10 CONVERSATIONS. That's it. NOT: - Build more sample workflows - Perfect your website - Create content - Design proposals - Research tools - Watch tutorials All useful. None get clients. THE ONE ACTION: Find 10 business owners with document processing pain. Start conversations. HOW TO FIND THEM: OPTION 1: Facebook groups Search: "manually entering", "tedious" Result: 10 posts in 30 minutes OPTION 2: LinkedIn Search recent posts about operational pain Connect + message Result: 10 conversations in 1 hour OPTION 3: Reddit r/smallbusiness, industry subreddits Look for complaints about manual work Result: 10 DMs in 45 minutes HOW TO START CONVERSATION: Template: "Saw your post about [their pain]. I actually help automate exactly this. Happy to show you how it could work if interested." Not salesy. Just helpful. THE MATH: 10 conversations started 3 respond (30%) 2 book calls (20%) 1 closes (10%) One new client from one focused hour. THE CONSISTENCY: Week 1: 10 conversations → 1 client Week 2: 10 conversations → 0 clients (normal) Week 3: 10 conversations → 1 client Week 4: 10 conversations → 2 clients Month result: 3-4 new clients from this ONE action done weekly. WHY THIS WORKS: Direct path: Find pain → Offer solution → Close deal No waiting: Results within days, not months Proven: My 3 fastest clients all came from direct conversations WHY WE AVOID IT: Feels uncomfortable (rejection possible) Seems too simple (can't be THAT easy) Want to prepare more (perfectionism) THE TRUTH: All the preparation in world won't get you clients. Conversations will. MY FIRST 6 MONTHS: Months 1-2: Prepared, built samples, researched Result: 0 clients Month 3: Started 30 conversations Result: 3 clients Months 4-6: Consistent conversations weekly Result: 5 total clients THE PATTERN IS CLEAR: Conversations = clients
2 likes • 6d
That is an excellent write-up and you make it seem so simple. It couldn't be that easy, could it? 🤔 /me looks nervously around ...
Month 6 Reality Check (Wins, Numbers, Mistakes) 🔥
6 months in. Time for honest update. THE NUMBERS: Active clients: 5 Monthly recurring revenue: $3,200 Setup revenue (total): $8,400 Hours per week: 20 Hourly rate: $40/hour (ongoing) Not quitting my day job yet. But real progress. THE BREAKDOWN: Client 1: $200/month (invoice automation) Client 2: $300/month (invoice + form automation) Client 3: $250/month (invoice automation) Client 4: $400/month (invoice + data sync) Client 5: $300/month (invoice automation) Plus scattered one-time setup projects. THE TIMELINE: Month 1: Built samples, no clients Month 2: First client closed ($1,200) Month 3: Clients 2 & 3 ($2,600 total) Month 4: Client 4 ($1,400) Month 5: Client 5 ($1,500) Month 6: Focus on delivery, no new clients THE WINS: ✅ Proven I can get clients ✅ All 5 clients still active ✅ Built template library ✅ Positive cash flow ✅ Learning constantly THE MISTAKES: ❌ Overbuilt first 2 clients (wasted time) ❌ Undercharged clients 1 & 3 ❌ Didn't ask for referrals early enough ❌ No systematic outreach (inconsistent pipeline) ❌ Said yes to one bad client (fired them) THE HONEST STRUGGLES: Some weeks: No new leads, scared Some clients: Unclear needs, frustrating Some builds: Took 3x longer than quoted Imposter syndrome: Still hitting hard THE UNEXPECTED POSITIVES: Client relationships: Actually enjoy them Problem solving: So satisfying when it works Learning curve: Faster than expected Flexibility: Work when/where I want THE TOOL COSTS: Make.com: $47/month PDF Vector: $97/month (Pro plan for all clients) Airtable: Free tier Notion: Free tier Total: $144/month Margin: $3,056/month (after tools) THE HOURLY REALITY: $3,200/month ÷ 80 hours = $40/hour Not amazing. But: - Working 20 hours/week (not 40) - Learning valuable skills - Building asset (recurring revenue) - Room to scale THE NEXT 6 MONTHS: Goal: 10 clients, $6,000 MRR Strategy: Systematic LinkedIn outreach, referrals Pricing: Increase to $1,800-2,200 setups Second service: Add data syncing to upsell existing clients
3 likes • 7d
@Muskan Ahlawat I agree, the honesty & transparency is admirable. @Duy Bui With that sort of income, if you were living outside of the expensive '1st World' economies, that would likely be a good income, right? I'm in NZ so the minimum jump point for me from FTE/Contract is USD $10K per month. Anything less and I am living month-to-month. Strange but true.
3 likes • 6d
@Duy Bui Awesome, thanks for sharing and looking forward to seeing you grow and prosper further.
Accountability: Day 58 of 30 - Complete version 1 of sales process
**Morning Post (Before 9 AM)** Day 58 of 30 Goal: Finish sales process (transcript from Google Meet, save to HubSpot). Blocker: - Need: -
3 likes • 7d
@Matthias Schweiker Hahaha ah boy, I dislike that, easy to do though. Perhaps you should consider building a Testing harness/framework while you build out the potential solution, ensuring that every encoded workflow can be tested end-to-end using simulated System, Client, Vendor (You) Data and Contact points such as Emails, SMS, file inputs etc while refining the solution. You could leave it to the end, waiting for the final BETA version prior to any PROD release but that's kind of lazy in my view. I actually spent some time on this scenario above and got a decent solution, am happy to send that to you for further reference/inspiration etc. I'm not saying to use the concept of Test Driven Development (TDD) 100% but there are great lessons to be had from it anyway.
3 likes • 7d
@Matthias Schweiker No problems, I thought it would be however you will be able to review and work out If/How to include them moving forward from here. I'll get the info to you in a few hours via DM, if that is OK?
Man, this realization hit different
Just landed a new client to help activate a workflow on n8n. But instead of being a simple job of activating a template he found on n8n… It turned out to be, “hey can we change this and add this?” So in the end, we went from “just activate this workflow” to “I need to build out extra workflows and create new logic for things to work.” Here’s the thing: I know the deal is dead. Because if I don’t 100% satisfy him, I’ll get a 1–4 star rating, and anything besides 5 stars is bad on Upwork. I don’t want to risk my score, so instead of continuing, I dropped the project and handed over the work I already did so he can keep at it. But the lesson I’ve learned is this: it’s so important to have repeat customers and 5-star ratings. If it’s not possible, it’s best to drop out right away. Because one-off customers or constantly getting new customers is not a great place to be. The goal should be to have people return. Which is why when one of my earlier clients came back and said, “hey I have another project,” I knew I did a good job. Because I didn’t need to sell him on working with me, he simply asked for help. So for me, the goal is: how many people can return for a second round or even more after the first project? Because at that point, it’s easy money.
2 likes • 8d
@Chris Jadama Interesting that the threat of a negative rating on Upwork is now influencing how you supply solutions to clients. Platforms-as-a-Service (PaaS) are great but they have limits and you just slammed into one. Seems unfair in the spirit of rating both parties, that 1 is able to asymmetrically influence another so easily. I realize that you can in turn give him a 1-4, but you will always have more to lose than he does. Personally I'll not be using Upwork for anything other than finding someone like you to "fix something."
2 likes • 7d
@Chris Jadama I dislike that expression but I agree in principle 🤔 I am fortunate to have connected with a Bricks-and-Mortar social media marketing business; they are my funnel; I build their technical capabilities. Win/Win 🎉
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Joined Oct 5, 2025
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New Zealand