🔥
5h • General Discussion 💬
This Template Enhancement Got Me 2 More Clients 😊
Community shared quote comparison template last month. Great workflow. Missing automatic extraction.
Added one enhancement. Landed 2 new clients.
THE OPPORTUNITY:
Template handles email monitoring, spreadsheet logging, notifications. But quote extraction? Manual. Someone types numbers.
Clients see half-automated solution. Not impressed enough to pay.
Added document extraction node. Now FULLY automated. Clients impressed. Clients pay.
THE ENHANCEMENT:
One extraction node between email and spreadsheet. Reads quote PDF automatically. Pulls vendor name, items, pricing, terms. Structured data flows to sheet.
Complete automation achieved.
THE CLIENT REACTION:
Before: "Interesting but still need someone to input data."
After: "Wait, it reads the PDF automatically? Yes, I want this."
Enhancement changed okay template into compelling paid offer.
WHY THIS MATTERS FOR REVENUE:
Partial automation = hard to sell. "Still doing work, why pay?"
Full automation = easy to sell. "Saves me hours, worth paying."
One enhancement node turned free template into paid service.
THE RESULTS:
Client 1 (service company): 8 monthly quotes. Pays monthly retainer. Happy.
Client 2 (retailer): 12 monthly quotes. Monthly recurring revenue. Referred friend already.
Same template. Two paying clients. More conversations happening.
THE SHARING BACK:
Posted enhanced template to community. Three members deployed it. All processing quotes automatically.
Template improved for everyone. Built reputation as helpful contributor. Led to consulting inquiries.
TRIED WITH OTHER TYPES:
Service quotes: Works perfectly. Selling to service businesses.
Equipment quotes: Extracts specifications. Manufacturing clients love it.
Software quotes: Gets license details, pricing tiers. SaaS clients buying.
Same workflow. Different document types. Multiple revenue streams.
What community templates could you enhance to create sellable services?
5
6 comments
This Template Enhancement Got Me 2 More Clients 😊
skool.com/ai-automation-society
A community built to master no-code AI automations. Join to learn, discuss, and build the systems that will shape the future of work.
Leaderboard (30-day)
1
🔥
+2737
2
+1240
3
🔥
+1103
4
+995
5
🔥
+706
Powered by