My Step-by-Step Automation Agency Delivery Process (Copy)

Video Description

Join my community & scale your automation agency to $25K/m ⤵️ https://www.skool.com/makemoneywithmake/about Watch me build my $300K/mo business live with daily videos + strategy ⤵️ https://www.youtube.com/@nicksaraevdaily WHIMSICAL HERE, INCLUDING TEMPLATES ⤵️ https://whimsical.com/my-step-by-step-automation-delivery-process-copy-RuAeopcivzQvnWNYW9DuA5 SUMMARY ⤵️ Here's exactly how I deliver every automation project. I start with an end-to-end test, then I copy blueprints/templates (if you do this for Make.com or N8N you'll have incredible leverage after a few clients). Afterwards I record a Loom SOP, turn that into a text doc, and then wrap it all in a nicely templated email along with an upsell. 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://instantly.ai/?via=nick-saraev 🧠 SMARTLEAD.AI: https://smartlead.ai/?via=nick-saraev 📧 ANYMAIL FINDER: https://anymailfinder.com/?via=nick 🚀 APOLLO.IO: https://get.apollo.io/bisgh2z5mxc1 👻 PHANTOMBUSTER: https://phantombuster.com/?deal=noah60 📄 PANDADOC: https://pandadoc.partnerlinks.io/ar44yghojibe 📝 TYPEFORM: https://typeform.cello.so/rM8vRjChpbp ✅ CLICKUP: https://clickup.pxf.io/4PQo61 📅 MONDAY.COM: https://try.monday.com/1ty9wtpsara2 📓 NOTION: https://affiliate.notion.so/3viwitl53eg7 🤖 APIFY: https://www.apify.com/?fpr=98rff 🛠️ MAKE: https://www.make.com/en/register?pc=nicksaraev 🚀 GOHIGHLEVEL: https://www.gohighlevel.com/30-day-trial?fp_ref=nicksaraev 📈 RIZE: https://rize.io/?via=LEFTCLICKAI (use promo code NICK) 🌐 WEBFLOW: https://try.webflow.com/e31xtgbyscm8 🃏 CARRD: https://try.carrd.co/myjz1yxp 💬 REPLY: https://get.reply.io/yszpkkqzkb8f 📨 MISSIVE: https://missiveapp.com/?ref_id=E3BEE459EB71 📄 PDF.CO: https://pdf.ai/?via=nick 🔥 FIREFLIES.AI: https://fireflies.ai/?fpr=nick33 🔍 DATAFORSEO: https://dataforseo.com/?aff=178012 🖼️ BANNERBEAR: https://www.bannerbear.com/?via=nick 🗣️ VAPI.AI: https://vapi.ai/?aff=nicksaraev 🤖 BOTPRESS: https://try.botpress.com/ygwdv3dcwetq 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. Chapters: 00:00:00 Introduction 00:01:04 Overview of the Automation Delivery Process 00:02:08 Step-by-Step Automation Process Introduction 00:02:41 Project Completion Steps Overview 00:03:51 Creating Loom SOPs and Documenting Projects 00:05:11 Importance of End-to-End Testing 00:07:44 Using Regex for Slack Notifications 00:09:03 How to Run Modules with Client Experience in Mind 00:10:04 Filtering and Testing Modules Properly 00:11:08 Copying Blueprints and Building a Template Library 00:12:18 Structuring Folders for Organizing Templates 00:14:10 Recording Loom SOPs for Clients 00:15:35 Outlining the Documentation Video Structure 00:17:33 Shaping Client Perception Through Detailed Documentation 00:18:06 Converting Loom SOP to Text Documentation 00:19:53 Using Screenshots and Large Language Models for SOPs 00:20:51 Formatting the Documentation in Google Docs 00:22:10 Adding Images to Documentation for Clarity 00:23:11 Preparing for Retainer Proposals and Upsells 00:23:49 Upselling Using Client ROI Estimates 00:25:23 Leveraging Knowledge from Multiple Businesses 00:26:26 Sending a Templated Delivery Email 00:27:15 Providing Full Project Access to Clients 00:28:35 Addressing Payment and Reviews on Upwork 00:29:51 Bringing Up the Retainer Option 00:31:14 Handling Client Revision Requests Effectively 00:32:47 Waiting 24 Hours to Batch Revision Requests 00:33:43 Avoiding Explicit Requests for Revisions 00:35:05 Using Language that Assumes Project Satisfaction 00:36:03 Wrapping Up the Project and Delivery Process 00:37:16 Final Thoughts and Closing Remarks