Hi all, I’m looking at upgrading my automation set-up and wanted to transition from using Google sheets to a professional style dashboard. Does anyone have any combination of apps/softwares to use to do this? I’d like a dashboard my clients can log-on too and view there leads/jobs/quotes and any analytic data that might be relevant to them. I feel like this could really catapult my business from a “start up” to a professional developed system. If anyone has any suggestions, please comment/DM me. Would be great to have an idea of what everyone would use. Thank you all, Adam, TradeFlow Automation

First time this has happened… we “signed a client up” started doing work, he became an ego maniac, wanted things done completely wrong… so me and my agency refused to do those things and said let’s stick to scope. He one day asked me to put a link on a short form video and put “Click here” I told him that people can’t click a link on a short form video… lol he freaked out and said of course they can. He also refused to spend any ad money like the agreed proposal said. The next morning he requested a refund in full and basically said he’d trash me to my local market if I didn’t give him a refund. Technically we didn’t sign any contract, we agreed total would be 15k for 90days, he made a half payment 7.5k. We were around day 47 when he did this. We also had agreed to a scope and proposal already. We built his website, Kajabi landing pages, edited 20 short form videos, built a funnel to landing page that was meant for ad spend, did his brand messaging docs, and 100s of messages of outreach through his account to his ICP. Added Manychat automations… and more… Easily 7.5k… Anyways… anyone ever dealt with this?

I started the course that Liam made and I chose the consultant path. I learned to deal with clients and how to gather them, but I still didn’t learn how to use AI tools to help companies. Please if anyone knows where to learn how to use AI tools or to learn the technical work itself please tell me!

I am looking for the resources to follow to follow along and learn. Where is it located?

I’m trying to decide which automation service and niche to focus on first. From my research, AI lead response / appointment booking systems seem to be in high demand because many businesses lose leads due to slow response times. My goal is to land my first automation client quickly, then expand into more advanced systems later (like outbound lead generation or full sales pipelines). For those already running AI automation agencies and people on their jouney to build one: 1. Which niche did you find easiest to close your first client with? 2. Do marketing agencies buy automation systems, or is it better to target industries like B2B tech & SaaS, home services, real estate? 3. If you were starting again today in 2026, which niche would you target first? Would love to hear real experiences from people who have already closed clients.