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Jan 30 •
$20k/month in document automation - here are all my templates
📂 All my workflow templates are now in one place These are the exact automations I use to earn ~$20k/month from document processing clients. Finally organized everything into one repo: 👉 https://github.com/khanhduyvt0101/workflows Templates for n8n, Make, and Zapier. All free. No signup. Just grab what you need. Will keep adding more as I build them.
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Sep '25 •
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: Github Awesome Templates 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]?" Step 2: "What's the average hourly rate?" Step 3: "So that's costing you $[amount] per month..."
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White-Label for Web Agencies - Becoming Their "Automation Department" 🔥
Web agencies hate building automations. I became their secret automation department. They mark up my work 50%. THE OPPORTUNITY: Web agencies sell websites, SEO, and marketing. Their clients constantly ask for: - CRM integrations - Email automation - Form processing - Lead routing - Reporting automation Agencies say "yes" because they want the revenue. Then they panic because they do not know how to deliver. That is your opportunity. THE PITCH: "Hey [Agency Owner], I specialize in automation and integrations - the stuff your clients ask for but your team does not want to build. I am looking to partner with 2-3 agencies as their white-label automation arm. You sell it, I build it, client never knows I exist. Interested in chatting?" THE STRUCTURE: They sell to client: $3,000 They pay you: $1,800-2,000 They keep: $1,000-1,200 Everyone wins. Client gets automation. Agency gets margin. You get consistent work without finding clients. THE DELIVERY: Build under their brand: - Use their project management system - Deliver documentation with their logo - Join client calls as "part of their team" THE FINDING AGENCIES: LinkedIn search: "Digital Agency Owner" + [your city] Google: "[your city] web design agency" Clutch.co: Agency directory with reviews Message 20 agencies. 3-5 will be interested. THE RESULTS: 2 agency partnerships after 6 months: - 12 projects delivered white-label - Average project: $1,900 (my cut) - Total: $22,800 - Time spent finding clients: 0 I build. They sell. Beautiful. What type of agency could use your automation skills?
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My Friend's Growing Business Had No Idea What They Were Ordering 💥
Friend's craft supply business grew faster than her systems. Started as Etsy side hustle. Now has 3 employees and real overhead. Purchase orders going out constantly. Nobody tracking totals. End of month: where did all the money go? THE GROWTH PAIN She'd approve orders via text message. Employee texts "need to order more resin, $200?" She texts back "ok." Done. No record of what was actually ordered. No tracking of running totals. No visibility into spending by category. Quarterly tax time she'd dump bank statements trying to categorize everything. Nightmare. Then an employee ordered $1,400 of specialty paper that sat unused for 8 months. Nobody remembered approving it. Text was buried in a thread somewhere. THE ORDER TRACKER I HELPED BUILD Purchase order requests go through a form. Workflow extracts vendor, items, quantities, prices, total, delivery date needed. Logs everything to a running tracker. Shows spending by category, by vendor, by month. Running totals always visible. Urgency calculated based on delivery timeline. Orders needed soon get flagged. Built simple approval thresholds. Under $200 employees can proceed. $200-$500 needs her quick approval via notification. Over $500 she reviews with context. Automatic approval creates the record. No more lost text messages. THE BUSINESS CLARITY Before: Text message approvals, no spending visibility, surprise expenses, tax season nightmare. After: Every order tracked, spending visible, approval trail documented, accountant actually happy. That $1,400 paper situation can't happen anymore. She'd see running totals before approving anything large. She still does some approvals via text out of habit. Working on breaking that. But at least the system catches most things now. This is the workflow i want to share What spending is invisible in businesses you work with?
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The Accountant Partnership That Sends Me 2-3 Clients Monthly 🔥
One partnership with one accountant. 2-3 new clients every month. Here is exactly how I set it up. THE INSIGHT: Accountants serve hundreds of small business clients. Those clients constantly complain about: - Document chaos - Manual data entry - Invoice processing - Receipt tracking - Expense categorization Accountants hear these complaints but cannot solve them. That is where you come in. THE APPROACH: Step 1: Find local accountants (LinkedIn, Google, local business groups) Step 2: Send this message: "Hey [Name], I help small businesses automate their document processing - invoices, receipts, data entry. Your clients probably complain about this stuff constantly. I am looking to partner with 2-3 accountants where I handle the automation side and you get a referral fee for any client you send my way. Worth a quick coffee to discuss?" Step 3: Offer to do a free audit for one of their clients as proof Step 4: Establish referral structure THE REFERRAL STRUCTURE: Option A: Flat fee $200-300 per client referral that converts Option B: Percentage 10-15% of first project revenue Option C: Reciprocal You refer your clients to them for accounting, they refer theirs to you for automation THE FREE AUDIT OFFER: "Let me do a free automation audit for one of your clients - your most frustrated one. I will identify 3-5 processes that could be automated and estimate the time savings. If they like it and hire me, I will send you [referral fee]. If they do not, you still helped your client. No downside." THE RESULTS: One accountant partnership after 3 months: - 8 client referrals - 6 converted to paying clients - $11,400 in revenue - $1,200 paid in referral fees Accountant is happy. Their clients are happy. I am happy. Who in your network serves your target clients in a different capacity?
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