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3 contributions to AI Automation First Client
The Monday Morning Email That Generated $4,200 This Month 🔥
Send one email every Monday. Takes 10 minutes. Generated $4,200 in new business this month. THE EMAIL: Subject: Quick automation tip for [Industry] Body: "Hey [First name], Quick tip: [One specific automation insight relevant to their industry] Example: One of my [industry] clients saved 8 hours weekly by automating [specific task]. If your team is still handling [pain point] manually, happy to show you how the automation works. [Your name]" THE RECIPIENTS: Everyone who: - Had a discovery call but did not close - Downloaded something from your site - Connected on LinkedIn - Attended a webinar - Was referred but went quiet THE LIST SIZE: My current list: 127 contacts Open rate: 34% Response rate: 4-6% Monthly responses: 5-8 people THE RESPONSES I GET: "Actually yes, we are still doing this manually" "Good timing, we were just talking about this" "Can we schedule a call?" "Not right now but keep me on your list" THE $4,200 BREAKDOWN: Week 1 email: 2 responses, 1 became client ($1,800) Week 2 email: 3 responses, 1 became client ($1,600) Week 3 email: 2 responses, 0 clients Week 4 email: 4 responses, 1 warm lead ($800 closed week 5) Total: $4,200 from 40 minutes of email writing THE TIP LIBRARY: I rotate through these topics: Week 1: "The 3-second invoice processing trick" Week 2: "Why form data entry is costing you $X annually" Week 3: "The automation most [industry] businesses miss" Week 4: "How to eliminate [specific pain] in one afternoon" THE FORMULA: Line 1: Greeting with name Line 2: One actionable tip or insight Line 3: Brief proof (client example) Line 4: Soft offer to help Line 5: Sign off Total: 4-5 sentences. Under 100 words. THE TIMING: Monday morning: 8-9 AM local time Why: Fresh week, planning mindset, inbox not yet buried THE AUTOMATION: I do not automate this. Each email is slightly personalized. Takes 10 minutes total for all 127. Personal touch converts better. THE SUBJECT LINES THAT WORK: "Quick tip for [industry] owners"
2 likes • Feb 13
Thank you for this!
The Loom Video That Closed a Client Without a Single Call
Sent a 3-minute Loom video. Client watched it 4 times. Signed contract without ever talking to me. Here is the video strategy that closes deals while you sleep. THE SITUATION: Prospect from Facebook group. Busy restaurant owner. "I don't have time for calls this month." Old me: Would have followed up in a month and lost momentum. New me: "No problem. Let me send you a quick video showing how this would work for your situation." THE VIDEO I SENT: Total length: 3 minutes 12 seconds MINUTE 0-1: The hook "Hey [Name], I know you are slammed so I made this quick video instead of taking your time on a call. You mentioned spending 6 hours weekly on vendor invoices. Let me show you exactly how to get that time back." MINUTE 1-2: The demo Shared my screen Uploaded a sample restaurant invoice Showed data extracting automatically Showed it flowing into a spreadsheet "This takes 90 seconds instead of 15 minutes per invoice" MINUTE 2-3: The next steps "For your volume of 40 invoices monthly, setup would be $1,400 and monthly maintenance is $120. That pays for itself in the first month. If this looks interesting, here is my calendar link to lock in 15 minutes. Or just reply to this email and we can get started." THE RESPONSE: Him: "Watched your video 4 times. This is exactly what I need. Let's do it." No call scheduled. Signed contract via email. WHY VIDEO WORKS: Prospects watch on their schedule They can replay confusing parts Your personality comes through Demonstrates competence visually Feels more personal than text They can share with partners easily THE VIDEO STRUCTURE: HOOK (30 seconds): Reference their specific pain DEMO (90 seconds): Show solution with their industry example CLOSE (60 seconds): State price and clear next step Total: Under 4 minutes. Respect their time. THE TOOLS I USE: Loom (free for videos under 5 minutes) Screen recording shows the automation Face bubble in corner adds personality Thumbnail customization for professional look
1 like • Feb 2
Great idea!
Medical Clinic Saves 15 Hours Monthly With Intake Automation 🔥
Clinic administrator frustrated with new patient intake data entry. Asked if automation could help. Built patient intake processor using PDF Vector. Changed their onboarding. THE CLIENT PROBLEM: Family practice. 35 new patients monthly. Each submits intake form with demographics, insurance, emergency contacts, medications, allergies, medical history. Manual process: Download form. Read through. Type everything into system. Check completeness. Email welcome or request missing info. 15 minutes per patient. 8.75 hours monthly on intake data entry. WHAT I BUILT: Workflow monitoring email for intake forms. PDF Vector extracts patient name, DOB, address, phone, email, insurance provider, policy number, emergency contact with name/phone/relationship, medications, allergies, medical history. Adds to Google Sheets database automatically. Validates required fields. Sends welcome email if complete or requests missing information. Email → PDF Vector Extract → Database → Validate → Email Patient. Seven nodes powered by PDF Vector extraction. WHY PDF VECTOR: Handles any intake form format. Handwritten forms, typed PDFs, scanned images. PDF Vector extracts consistently. Extracts structured healthcare data: Patient demographics, insurance details, contact information, medical arrays (medications, allergies). Schema-based extraction ensures all fields captured. Critical for healthcare compliance. THE FIRST FORM: Tested with actual form. 30 seconds: Patient name extracted. DOB, address, phone, email captured. Insurance extracted. Emergency contact with relationship captured. 3 medications, 2 allergies extracted. Added to database. Welcome email sent. Administrator: "It read the entire form and added everything to our system? Exactly what we need." PROCESSING MONTHLY: 35 new patients monthly submit forms via email. By month end: All 35 patients extracted, added to database, welcomed or contacted for completion. Review time: 10 minutes monthly spot-checking. Before: 8.75 hours monthly manual data entry.
Medical Clinic Saves 15 Hours Monthly With Intake Automation 🔥
2 likes • Dec '25
that’s 🔥
1-3 of 3
Toreko Scott Lee
2
15points to level up
@toreko-scott-lee-2210
Establishing my financial future through entrepreneurship.

Active 3h ago
Joined Dec 20, 2025