Day 1: Your First $1,800 Client is Hiding in Plain Sight (And They Process Documents)
Local dentist. 30 patient intake forms daily. Receptionist spending 15 minutes per form manually typing into their system. 7.5 hours every single day just copying data. Found them complaining in a Facebook group about being overwhelmed. Sent a simple message: "I can automate that patient form entry. $1,800 setup, saves you 7.5 hours daily. Interested?" They replied in 4 minutes. WHY DOCUMENT AUTOMATION IS PERFECT FOR YOUR FIRST CLIENT: Every business processes documents. Invoices, forms, receipts, contracts, purchase orders. They ALL hate it. They ALL know it wastes time. They ALL will pay to fix it. You don't need to explain the problem. They live it daily. THE EXACT WORKFLOW I BUILT: Form arrives via email → PDF Vector parses the form and extracts patient data (name, DOB, insurance, medical history) → Structured data flows into their practice management system → Confirmation sent to staff TOTAL BUILD TIME: 2 hours THEIR SAVINGS: $3,000 monthly (7.5 hours × $20/hour × 20 days) MY FEE: $1,800 setup THEIR ROI: Pays for itself in 18 days Here's the technical stack I used: - Gmail (trigger when form arrives) - ["PDF Vector Parse Document"](https://www.pdfvector.com/integrations/make) for extraction - Make.com for workflow orchestration - Their practice software API for data insertion The form extraction? I used PDF Vector's LLM mode because patient forms have inconsistent layouts. It pulls the data regardless of format. Cost: $12 in API credits monthly THE TEMPLATE I REUSED: Patient Intake Form template from my folder. Contains extraction schema for: - Personal information - Insurance details - Medical history - Emergency contacts - Consent signatures I've deployed this EXACT template 8 times now. Just change the API endpoints for their practice software. THE DISCOVERY PROCESS: Don't overcomplicate finding clients. I literally searched Facebook groups for local businesses + "overwhelmed" or "too much paperwork"