How To Service Your First AI Automation Agency Client In 2024 (Make.com)

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https://gamma.app/docs/How-to-Successfully-Service-Your-First-Automation-Client-in-2024-3xpyq1tyhppm1jv

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SUMMARY ⤵️
Complete guide on servicing your first AI automation agency client in 2024. I run you through the workflow from end-to-end, including pre-project, kickoff, onboarding, progress updates, delivery emails, and upsells.

WHAT TO WATCH NEXT 🍿
How I Hit $25K/Mo Selling Automation: https://youtube.com/watch?v=T7qAiuWDwLw
My $21K/Mo Make.com Proposal System: https://youtube.com/watch?v=UVLeX600irk
Generate Content Automatically With AI: https://youtube.com/watch?v=P2Y_DVW1TSQ

MY SOFTWARE, TOOLS, & DEALS (some of these give me kickbacks—thank you!)
🚀 INSTANTLY: https://link.nicksaraev.com/instantly-short
📧 ANYMAIL FINDER: https://link.nicksaraev.com/amf-short
👻 PHANTOMBUSTER: https://link.nicksaraev.com/pb-short
✅ CLICKUP: https://link.nicksaraev.com/clickup-short
📈 RIZE: https://link.nicksaraev.com/rize-short (use promo code NICK for addn 25% off)

WHAT TO WATCH NEXT 🍿
HOW I HIT $25K/MO SELLING AUTOMATION: https://youtube.com/watch?v=T7qAiuWDwLw
MY $21K/MO MAKE.COM PROPOSAL SYSTEM: https://youtube.com/watch?v=UVLeX600irk
GENERATE CONTENT AUTOMATICALLY WITH AI: https://youtube.com/watch?v=P2Y_DVW1TSQ

FOLLOW ME
✍🏻 My content writing agency: https://1secondcopy.com
🦾 My automation agency: https://leftclick.ai
🕊️ My Twitter/X: https://twitter.com/nicksaraev
🤙 My blog (followed by the founder of HubSpot!): https://nicksaraev.com

WHY ME?
If this is your first watch—hi, I’m Nick! TLDR: I spent five years building automated businesses with Make.com (most notably 1SecondCopy, a content company that hit 7 figures). Today a lot of people talk about automation, but I’ve noticed that very few have practical, real world success making money with it. So this channel is me chiming in and showing you what *real* systems that make *real* revenue look like!

Hopefully I can help you improve your business, and in doing so, the rest of your life :-)

Please like, subscribe, and leave me a comment if you have a specific request! Thanks.

Timestamps
0:00 Introduction to Servicing Your Automation Client
0:39 The Importance of Client Retention
2:03 Understanding Your Role as a Service Provider
2:54 The Significance of Client Acquisition Time
8:06 Setting Expectations with the Client
14:53 Implementing a Structured Onboarding Process
16:11 Testing the Flow of the Project
18:18 Delivering Progress Updates to Clients
19:13 Utilizing Templates for Project Efficiency
22:32 Utilizing Project Update and Delivery Templates
25:46 Enhancing Client Relationships with Delivery Templates
28:12 Importance of Service in Service Provider Role