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318 contributions to AI Automation First Client
Clients for Invoice Automation
What do you guys think is the best way to get clients for the Invoice Automation?
2 likes • 28d
I reached out to my network to get started and want to ask them for referrals… but haven’t come to that point yet. I‘ve got new connections via Skool communities and that’s the bigger part right now.
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: Zapier, Make, n8n 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]?"
0 likes • Dec '25
@Kay Patel Hi Kay! Great to have you here 😊🔥 I can definitely relate to your biggest challenges... thanks for connecting 🤝
1 like • 28d
@Umesh Sureban amazing! Love it ☺️. Even if he says no to this one, you already proposed it. That means next time you already have more confidence 😄🔥
IF i start learning to start ai agancy today (how many hours should take to start an ai agancy)
could anyone tell me with there experince and which tools should i learn now . i am just swiching modals and made 0$ so far but this time i wanna lock in this modal. (would u minds leaving some tips for me and the people readiing😀)
2 likes • 28d
@Hossain Afif, welcome! You're in good company here 😁. And as Duy said, just start the journey with this plan or if you need more details check out these two posts on the 30 Day roadmap & 30 Day Accountability. With this you have more than enough to start. But, you have to stick to it, otherwise you'll be nowhere and asking the same questions next Christmas.
0 likes • 28d
@Hossain Afif i will be on vacation from tomorrow for 30 days. Do you think you can follow one of those programs until I am back? Maybe it helps you to do a small challenge 😄
Accountant Client Saves 12 Hours Weekly With Tax Document Workflow 🔥
Accountant friend drowning in tax documents every January. Asked if automation could help organize client paperwork. Built tax document organizer using PDF Vector. Changed their tax season. THE CLIENT PROBLEM: CPA with 45 clients. Tax season: Clients email W-2s, 1099s, receipts. Everything arrives in inbox chaos. Manual process: Download documents. Read to identify form type. Create folders. File by category. Update tracking spreadsheet. 12-15 hours weekly just organizing. Not even doing tax prep yet. WHAT I BUILT: Workflow monitoring email. Tax document arrives, PDF Vector extracts form type, tax year, taxpayer info, amounts. Categorizes automatically. Files to Drive folders. Updates spreadsheet. Email → PDF Vector Extract → Categorize → Drive → Checklist. Seven nodes powered by PDF Vector extraction. WHY PDF VECTOR: Handles any tax form format. W-2 from employer A different than employer B. PDF Vector extracts consistently. Extracts structured data: Form type, tax year, taxpayer name/SSN, income amounts, deduction amounts, totals. Schema ensures all required fields captured. Perfect for tax accuracy. THE FIRST DOCUMENT: Tested with actual W-2. 30 seconds later: Form identified. Tax year extracted. Taxpayer captured. Amounts extracted. Filed correctly. Spreadsheet updated. Accountant: "It just read the entire W-2 and organized everything? Incredible." PROCESSING MULTIPLE: Client sends W-2, 1099-INT, mortgage statement. Workflow splits attachments. Processes each separately. All three organized in 90 seconds. THE ACCOUNTANT IMPACT: 45 clients × 5 documents = 225 documents. Before: 12-15 hours weekly organizing. After: 30 minutes reviewing folders. Saves 11.5 hours weekly during tax season. 46 hours monthly. Accountant does billable tax prep instead of filing. Testimonial: "Paid for itself first week. Can take more clients without hiring help." THE EXPANSION: Started with individual tax clients. Accountant wants small business version for quarterly documents. Same PDF Vector approach. Additional revenue.
Accountant Client Saves 12 Hours Weekly With Tax Document Workflow 🔥
1 like • 30d
That's true! Thought about this as well for my sister, but got now busy with the other projects. Too much at once, so need to streamline it better next year.
COMPLETED: Day 80 of 30 🎉
Guess what? It's exactly 80 days ago, when I started with a local n8n setup. Not more than some "maybe" and the desire to do something. 80 days ago. That was Oct, 1st. I accepted the challenge. The last 80 days I spent hours building, supporting, coaching, reading. I texted some friends and family. I registered a server. A domain. Participated in a challenge - successfully. Went through the 30 Day accountability plan here. --> Thanks to @Duy Bui Amazing how far I have come in this short time! 80 out of 360 days (roughly about 22%). I got stuck - and you helped me to get unstuck! --> Thanks to @Chris Jadama, I still remember your Loom spotting my HTTP request issue, spot on. I found friends 😊 --> Thank you, @AI Automate Services 🥰 My lesson? Conclusion? I'm right at the beginning. Next year is around the corner. It will be good, really good. Some fresh new 365 days. Check this out. This, was meant to encourage you. Every single one of you. You might be at the beginning or before the finish line, doesn't matter, everyone can do it, everyone can share. And if you need some inspiration, check out @Sarah Martinez posts. 🎉
1 like • Dec '25
@Chris Jadama, thanks. I always enjoy reading your posts & thoughts. They are really valuable. Looking forward to read more 😉
0 likes • Dec '25
@Chris Jadama yeah, yeah, yeah! 😁
1-10 of 318
Matthias Schweiker
6
1,140points to level up
@matthias-schweiker-3619
Off during vacation: Dec 24 to Jan 24

Active 27d ago
Joined Sep 12, 2025
Aargau, Switzerland