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$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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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..."
AI Receptionist Wisdom
Anybody in this group getting good results from implementing AI receptionists? I'm thinking either RetellAI or GoHighLevel. I watched a Youtube video with Danny Harris and how easy (it seems?!) to sell voice agents to businesses that miss calls every day because they're away from the phone or too busy to pick up. I feel like I keep coming back to this service model which probably means it's resonating with me and I should pursue it. Are there any seasoned veteran-users in this group who I'd be able to fall back on if I have questions on implementation down the road? TIA!!🤩
My first client - I am confused..what are the next steps??
Hi everyone 👋 I’m currently building my first real client automation using n8n and I’d love to get some feedback from people who already run similar setups in production 😊 Current setup: - self-hosted n8n on VPS - local HTML file as a simple dashboard/form - HTML triggers n8n webhooks - additional n8n Forms for mobile usage - goal: keep everything extremely simple for the client The client wants: - add new customers easily - customer get forms (which need to be filled out by him) - “gap filler” feature for free appointment slots - usage on PC + smartphone - as little technical complexity as possible My open questions: 1️⃣ Local HTML file vs small web app? Right now I’m leaning towards simply copying the HTML file locally onto the studio laptop (via USB) instead of hosting it online. Why? - simple - no publicly accessible frontend - less hosting/security overhead How would you solve this? 2️⃣ Security If the local HTML file sends data to my n8n server through HTTPS webhooks: Would you consider that secure enough for a small business use case like this? 3️⃣ Mobile solution For mobile usage I’m planning to simply use n8n Forms and save them as home screen icons. Example: - “Add new customer” - “Send gap filler” Is anyone here using something similar in production? 4️⃣ SMS / Whatsapp for existing customers (because they are already in an excel sheet with name and tel number - unfortunately no email adress) Does anyone have experience with: - affordable SMS providers in EU? - whether WhatsApp would make more sense? 5️⃣ General question: How would you design this whole system to be as maintenance-free and foolproof as possible for small local businesses? Any input is highly appreciated 🙌
Need a Developer
I am looking for a AI developer for my agency. Please message me if interested!
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