I'm putting together a proposal for a client where I'll set up and maintain some automation infrastructure (n8n, web hosting, API credits for Claude/OpenAI (?), scraper tools like Apify, domains, etc.). I want the client to book and pay for these tools directly in his own name — not route them through my invoice as pass-through costs. I believe that is the way to go, right? Two reasons: (1) the infrastructure stays his, independent of our working relationship, and (2) I don't want to handle billing for third-party services. How do you typically phrase this in a proposal? The company that receives my offer will not know what I am talking about and won't know what to do. I want it to sound like a deliberate recommendation (for his benefit), not like I'm offloading work or being cheap about fronting costs. My current draft: "These costs run directly under your name — I recommend the tools, you subscribe and pay. That way the infrastructure stays permanently in your ownership, independent of me." Does this land the right way, or does it read as evasive? Curious how others handle this. What is the proper way to do this anyway?

If anyone has made headway in this field would love to talk. Im a fractional CMO and come across a lot of business who are still struggling with ai. If anyone interested in exploring opportunities or stuck breaking into this market give me a shout

I’m in talks with a gym owner who already has a strong online setup. He’s active on social media, running ads, and his website ranks well. We spoke today, and he’s interested in a lead generation system, but with everything he already has in place, I’m not sure what angle I could take to make a real impact. If anyone has any ideas I would greatly appreciate it.

Has anyone successfully built an ai B2B sales outreach system yet? It's been a while since I popped in this community so looking to see if anyone has had success and case studies. I'm talking proven system. I have a potential client that is interested in this solution and looking for some recommendations to pass work on. Thanks

I have talked with a few businesses that essentially just need to make their CRM work better. I, being the automation person, can do this. I wanted the advice of others who have either tried this or have found another product that works better. The idea is this: CRMs' are not perfect. There is a lot of manual labor done within the CRM but also from taking a process from Step 1 → Step 2, and then Step 2 → Step 3, etc.. Oftentimes companies seem to buy multiple other software programs for various steps in their process and there is a lot of efficiency moving from one software to another, hence an opportunity. What are your thoughts on this? I am trying to narrow down my offer to one or two things, and this is probably top of my list currently.