7 Automations To Sell That People Actually Want (Free Blueprints)

Key Concepts

• Automation Opportunities: High-demand automations for businesses, focusing on practical solutions rather than hype.
• Platforms: N8N, Make.com, GoHighLevel - platforms for building automations.
• Sales Channels: Upwork as a starting point for selling automation services.
• RAG System (Retrieval Augmented Generation): AI chatbot trained on company data for instant customer support and appointment setting.
• Employee Recruitment Automation: Streamlining the hiring process from application to contract.
• Intelligent Document Processing: Automating data extraction from documents into spreadsheets or accounting systems.
• PandaDoc Agreement Automation: Automating contract and invoice generation and integration with CRM and accounting systems.
• Lifecycle Automation: Automating the entire customer journey from lead generation to fulfillment.
• Web Scraping: Extracting lead information from websites like Google Maps, LinkedIn, and Yellow Pages.
• Analytic Dashboards: Providing real-time business performance insights for sales and marketing.

Selling Automation Services on Upwork

• Upwork as a Starting Point: Upwork is highlighted as an accessible platform for beginners to start selling automation services.
• Demand: The video mentions that there are approximately 5,000 people on Upwork actively seeking automation experts.
• Pricing Strategy: The video suggests targeting clients who are willing to pay at least $50 per hour or a fixed rate of $1,000 or more per project.
• Opportunity: The high turnover of projects on Upwork means there's a constant stream of new opportunities.

Automation #1: RAG System (Retrieval Augmented Generation)

• Definition: A chatbot trained on a company's historical data (emails, SOPs, etc.) to provide instant and relevant responses to customer inquiries.
• Platforms: Can be built on N8N or Make.com.
• Functionality: The chatbot can answer questions about the company, pricing, and services, and even book appointments.
• Example: A customer inquires about pricing and services, and the chatbot provides specific details and prompts them to book an appointment.
• Value Proposition: Helps businesses capture leads and book appointments 24/7, even when sales reps are unavailable.
• Pricing: The presenter sold this automation for $5,000 upfront with a recurring monthly payment.

Automation #2: Employee Recruitment Automation

• Problem: Filtering through a large number of job applicants to find qualified candidates is time-consuming.
• Solution: An automation that streamlines the recruitment process from application to contract.
• Process:
  1. Automatic Rejection: Applicants who don't meet the minimum qualifications are automatically rejected.
  2. Questionnaire: Qualified applicants are sent a questionnaire to assess their skills and experience.
  3. Screening: A quick review of the questionnaire responses.
  4. Testing: Candidates are given a test to demonstrate their abilities (e.g., writing a blog post, editing photos, automating a system).
  5. Interviews: Successful candidates are scheduled for interviews.
  6. Contract and Onboarding: Final candidates are sent a contract and added to the company's communication channels (e.g., Slack).
• Platforms: The video mentions that the automation can be built using tools like Indeed.com.
• Value Proposition: Saves significant time for HR and hiring managers by automating repetitive tasks and filtering out unqualified candidates.
• Pricing: The presenter charges a client $3,000-$4,000 recurring monthly for this automation.

Automation #3: Intelligent Document Processing

• Problem: Manually extracting data from documents (e.g., PDFs) and entering it into spreadsheets or accounting systems is tedious and time-consuming.
• Solution: An automation that automatically extracts data from documents and enters it into the desired system.
• Process:
  1. PDF to Text Conversion: Convert the PDF document into text.
  2. Data Extraction: Use tools like ChatGPT to identify and extract specific data points (e.g., line items, prices).
  3. Data Entry: Automatically enter the extracted data into a Google Sheet, QuickBooks, or other system.
• Value Proposition: Saves time and reduces errors by automating data entry tasks.
• Pricing: The presenter closed a $5,000 deal for this automation.

Automation #4: PandaDoc Agreement Automation

• Problem: Manually creating contracts and invoices after a sales call is time-consuming and prone to errors.
• Solution: An automation that automatically generates contracts and invoices based on information gathered during the sales call.
• Process:
  1. Sales Call Script: Use a sales call script to gather the necessary information (e.g., pricing, services).
  2. Form Submission: Enter the information into a form.
  3. PandaDoc Integration: The automation uses the form data to automatically generate a contract in PandaDoc.
  4. Automated Sending: The contract is automatically sent to the client for signature.
• Upsell: Integrate the PandaDoc automation with the company's CRM and accounting system to automatically update records when a contract is signed and paid.
• Value Proposition: Reduces the time it takes to create and send contracts from 30 minutes to a few seconds, and ensures data consistency across systems.
• Pricing: The presenter charges a couple thousand dollars to build this automation.

Automation #5: Lifecycle Automation

• Definition: Automating the entire customer journey from lead generation to fulfillment.
• Process:
  1. Map the Customer Journey: Identify all the steps in the customer journey, from lead generation to contract renewal.
  2. Identify Automation Opportunities: Look for tasks that are repetitive, time-consuming, or prone to errors.
  3. Implement Automations: Use tools like GoHighLevel, Make.com, or N8N to automate the identified tasks.
• Example:
  • Lead Generation: Automatically capture leads from website forms, social media, and other sources.
  • Lead Nurturing: Automatically send follow-up emails and text messages to nurture leads and encourage them to book a sales call.
  • Sales Call: Automate appointment scheduling and send pre-call reminders.
  • Contract Signing: Automatically generate and send contracts using PandaDoc.
  • Fulfillment: Automate onboarding tasks and project management.
• Value Proposition: Improves efficiency, increases conversion rates, and enhances the customer experience.
• Pricing: The presenter charges $10,000-$20,000 for this type of automation, with ongoing maintenance and support fees.
• Key Statistic: Calling a lead within 60 seconds increases conversion rates by 394%.

Automation #6: Web Scraping

• Definition: Automatically extracting data from websites.
• Use Cases:
  • Lead Generation: Find potential customers on websites like Google Maps, LinkedIn, and Yellow Pages.
  • Competitive Analysis: Monitor competitor pricing and product offerings.
  • Data Aggregation: Collect data from multiple sources for research or analysis.
• Example: Scraping Google Maps for landscapers in Toronto to generate leads for a landscaping company.
• Process:
  1. Identify Target Websites: Determine the websites that contain the desired data.
  2. Build a Web Scraper: Use a web scraping tool to extract the data from the target websites.
  3. Data Processing: Clean and format the extracted data.
  4. Data Storage: Store the data in a spreadsheet or database.
• Value Proposition: Saves time and effort by automating the process of data collection.
• Pricing: The presenter closed a $900 deal for this automation, but suggests it could be priced much higher.

Automation #7: Analytic Dashboards

• Definition: Providing real-time business performance insights through visual dashboards.
• Metrics:
  • Sales Rep Performance: Time to reply to leads, number of leads, quotes, contracts signed, deposits paid, and revenue generated.
  • Conversion Rates: Lead conversion rate, call conversion rate.
  • Average Deal Size:
• Value Proposition: Helps businesses track their performance, identify areas for improvement, and make data-driven decisions.
• Pricing: The presenter charges $2,500 for this automation, but suggests it could be priced much higher (e.g., $8,000-$10,000) for the right clientele.

Conclusion

The video emphasizes the importance of selling practical automations that solve real pain points for businesses. These automations, built on platforms like N8N, Make.com, and GoHighLevel, can save businesses significant time and money, making them willing to pay well for these solutions. The video also highlights Upwork as a great starting point for selling automation services and provides specific examples of high-demand automations, including RAG systems, employee recruitment automation, intelligent document processing, PandaDoc agreement automation, lifecycle automation, web scraping, and analytic dashboards. The key takeaway is to focus on providing value by automating tasks that are repetitive, time-consuming, or prone to errors.