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$20k/month in document automation - here are all my templates
πŸ“‚ 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: πŸ‘‰ 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 β†’ Spreadsheet) - Document organizer (Dropbox β†’ Organized folders) - Research compiler (Web β†’ 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..."
Agency Subcontracting - Getting Paid While Someone Else Finds Clients πŸ”₯
Hate finding clients? Let agencies do it. I deliver, they sell. Here is how to become an agency's secret weapon. THE MODEL: Agencies have clients who need automation. Agencies do not want to build automation themselves. You build for them, they pay you wholesale, they charge client retail. Everyone wins: - Agency gets margin without learning new skills - Client gets automation from their trusted agency - You get consistent work without sales THE FINDING: LinkedIn search: "Agency Owner" + your city Google: "[your city] digital marketing agency" Clutch.co: Agency directory with reviews and contact info AgencyList.org: Curated agency database THE PITCH: "Hey [Agency Owner], I noticed [their agency] does [their services]. Your clients probably ask for automation and integrations - CRM connections, email sequences, data workflows. I specialize exclusively in automation and am looking to partner with 2-3 agencies as their white-label delivery team. You sell, I build, client never knows I exist. Worth a 15-minute call to explore?" THE PRICING: Standard retail rate: $3,000 project Your wholesale rate: $1,800-2,200 Agency marks up 30-50%. You get consistent pipeline. THE DELIVERY: Work under their brand: - Join their Slack or PM tool - Deliver docs with their branding - Attend client calls as "our automation specialist" THE VOLUME: One good agency relationship = 1-2 projects monthly Two agency relationships = 3-4 projects monthly That is $7,000-10,000 monthly from two partnerships. THE PROTECTION: Do NOT poach agency clients. Ever. Reputation matters. The agency relationship is more valuable than one client. What type of agency would you most want to partner with?
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The Zapier Expert Directory - Another Free Inbound Lead Source πŸ”₯
Two free certifications. Two directories sending me leads. Here is how to set up both. THE OPPORTUNITY: Zapier has an Expert Directory similar to Make.com. People searching for "Zapier help" find certified experts and reach out directly. Combined with Make.com partnership: Two inbound lead channels, both free. HOW TO GET CERTIFIED: 1. Go to zapier.com/experts 2. Complete the certification process 3. Build your expert profile 4. Get listed in the directory THE CERTIFICATION: Covers: - Zap building best practices - Multi-step workflows - Error handling - Paths and filters - Common integrations If you have built 20+ Zaps, you can pass. THE PROFILE OPTIMIZATION: Same principles as Make.com: - Specific industries (not "all businesses") - Clear problems you solve - Results with numbers - Fast response time commitment THE REFERRAL BONUS: Zapier pays referral commission when you onboard new paying customers. Even if they start on free tier and later upgrade, you get credited. THE COMBINATION STRATEGY: Profile on Make.com Partner Directory βœ“ Profile on Zapier Expert Directory βœ“ When leads come in: - Assess which tool fits their needs - Build with whichever works best - You are not locked to one platform THE NUMBERS: Month 1: 0-1 lead from each Month 6: 2-3 leads from each monthly Combined: 4-6 inbound leads monthly All free. Both directories compound over time. Are you on both Make.com and Zapier expert directories?
My Teenager Had 6 Syllabi and Zero Idea What Was Due When 😲
Start of semester. Kid comes home with 6 syllabi. Some printed, some digital, some "on the class website somewhere." Three weeks in: "I didn't know that was due." Missed assignment. Grade dropped. THE TEENAGER TIME MANAGEMENT CRISIS Each class has different format. Some teachers list due dates clearly. Some bury them in paragraphs. Some just say "weekly quizzes" with no specific dates. Asking "do you have homework?" gets a shrug. Checking the syllabi requires actually reading them. Nobody reads them after day one. Teachers assume students track their own deadlines. Students assume they'll remember. Nobody remembers. THE SYLLABUS ORGANIZER I BUILT Start of each semester, syllabi go into folder. Workflow processes each one. Extracts course name, teacher info, grading breakdown, office hours. Most importantly: every single assignment, project, exam with due dates and point values. Sorts everything chronologically. Not by class, by DATE. What's due soonest at the top regardless of which class. Generates a master calendar. Every deadline visible in one place. Weekly summary: "This week: History essay (50 pts), Math quiz (20 pts), Science lab report (30 pts)." THE GRADE PROTECTION Before: Missed assignments, "I didn't know," scrambling at last minute, stress for everyone. After: Deadlines visible, no surprises, actually can plan ahead. First semester with this system: No missed assignments. First time ever. Kid still complains about the weekly summary notifications. "I know, mom." But hasn't missed anything since. The extraction struggles with syllabi that are images instead of real PDFs. Some teachers scan handwritten documents. Those need manual entry. Worth the effort. Fighting over missed homework was exhausting for everyone. This is the workflow here i want to share How do you help students actually track what's due?
My Teenager Had 6 Syllabi and Zero Idea What Was Due When 😲
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