My new step-by-step program to get you your first automation customer is now live! Results guaranteed. Apply fast: skool.com/makerschool/about. Price increases every 10 members 🙏😤
I’ve been watching AI agency videos for years and most of them talk about the theory and concepts but rarely show the actual process and framework. This video is great, thank you!
00:02 Maximize client retention for high profitability. 01:52 Running an automation agency involves more than just building systems 05:13 Winning the project involves money changing hands 06:56 Define your availability to clients 09:57 Anticipate and address potential issues with the project scope to build client trust. 11:31 Template everything out to streamline automation project setup. 14:58 Key steps in servicing a client for AI automation agency 16:27 Testing the entire process from start to finish is crucial 19:48 Providing detailed instructions and walkthrough for two Factor authentication 21:11 Obtaining client buy-in through effective communication. 23:55 Client communication and updates 25:17 Provide Google doc and video SOP to the client for project delivery. 28:09 Service your client and provide comprehensive support
Screams 🗣️NIIIICCCKKKK!! Dude! You KEEP Blessing us with exactly what we need to know to be successful! Thank you! Now, let us into your program from the waitlist! 🤣😂🤣🤖💗💗💗
Great video. 1. Does your definition of “project” map to the design joy “request” model? If so, would it make sense to have a mini- kick off for every new request but follow the exact same flow you described? It always feels like a short synchronous discussion is usually higher ROI than a client trying to communicate a new request requirements & scope async
Thank you Nick for this video! How do you handle 2FA in the middle of your project? Also, how do you test the scenario without sending data to your client or your clients' clients?
wow, a great video Nick. Thank you !!!! Small question about the payment, what happens if they don't pay you, they are holding all the credentials to the accounts and can change them immediately leaving you with empty hands.
Stuff like this does certainly happen every now and then. But generally I find that people, clients or otherwise, prefer to operate in good faith. If you don't give your client a reason to hate you (i.e you do a good job, you're communicative, you accurately represent your timelines, and you don't lie) likelihood of a catastrophic falling out is probably less than 1%. Knowing this, don't focus on the 1% bad, focus on the 99% good!
11:22 Can you make a Video what programs are you using? I tried different password manager and stucked now to Proton but I never tried 1Password or Dash lane. I tried Bitwarden, Lastpass and few others. Do your clients use password manager at all?
For SOP creation, do you find the higher friction of Google Docs a benefit? People draft docs in Notion or Monday but it feels like they inherently have less permanence in these tools
It's lower friction actually! Google Docs is universally understood and you can share one in < 5 sec. Tbh the platform is not very important, you can use whatever you want (Notion, ClickUp, etc). I just default to Docs because it's free
Definitely-my $0.02 would be to do this a strategic points where the customer feels a sense of reciprocity. I.e after a particularly great progress update or delivery. I also like making it clear from day one that I'm looking to work with them long-term and that I want to do *such* a good job for them that they'll refer me to everyone they know (I explicitly say stuff like this) and I find that makes the ask a lot easier later on. Hope this helps 🙏
Hey, Nick! I have a question about your “Make Money...” course. How relevant is it for me, given that I live in Russia? I really want to take the course, but I doubt that it is suitable for me, given the current situation....
Hey Nick , it's look like this branch ( automation ) is already saturated 😅.. my recommendations on YT full of tubers doing the same thing 😂. And guess what , all of them have agencies and clients 😂. I think ppl get sick of cold mail thing .. 😂😂😂😂. Thoughts ?
Great breakdown Nick! Question, when e2e testing, are you running tests on your own accounts? What’s the best way to e2e without creating too much noise in the clients CRM, for example?
My new step-by-step program to get you your first automation customer is now live!
Results guaranteed. Apply fast: skool.com/makerschool/about. Price increases every 10 members 🙏😤
The best youtube channel out there, no bs, clear instructions and all for free! Thank you, definitely going to keep on following and learning.
Definitely the most valuable video I've ever experienced on YT.
Thank you Rodney, huge compliment 🙏🏼
I’ve been watching AI agency videos for years and most of them talk about the theory and concepts but rarely show the actual process and framework. This video is great, thank you!
00:02 Maximize client retention for high profitability.
01:52 Running an automation agency involves more than just building systems
05:13 Winning the project involves money changing hands
06:56 Define your availability to clients
09:57 Anticipate and address potential issues with the project scope to build client trust.
11:31 Template everything out to streamline automation project setup.
14:58 Key steps in servicing a client for AI automation agency
16:27 Testing the entire process from start to finish is crucial
19:48 Providing detailed instructions and walkthrough for two Factor authentication
21:11 Obtaining client buy-in through effective communication.
23:55 Client communication and updates
25:17 Provide Google doc and video SOP to the client for project delivery.
28:09 Service your client and provide comprehensive support
Screams 🗣️NIIIICCCKKKK!! Dude! You KEEP Blessing us with exactly what we need to know to be successful! Thank you!
Now, let us into your program from the waitlist! 🤣😂🤣🤖💗💗💗
Great video, I hope people realise the underlining sales skills/tips is the biggest value here.
Very nice video again, the only thing we all craving for now is how we make the whole automation process and deliver the service!
Whimsical: Looks like the links "Project Update Templates" and "Project Delivery Template" both go to the same doc... GOOD STUFF Nick!
Appreciate you talking about business best practices. Agree that templating is critical to growing and scaling. As you say, "owning the entire stack."
Great video.
1. Does your definition of “project” map to the design joy “request” model? If so, would it make sense to have a mini- kick off for every new request but follow the exact same flow you described? It always feels like a short synchronous discussion is usually higher ROI than a client trying to communicate a new request requirements & scope async
It's a gem! can't thank enough! :)
Thank you Nick for this video! How do you handle 2FA in the middle of your project? Also, how do you test the scenario without sending data to your client or your clients' clients?
When are you opening the slots for your community? I am in the queue since almost 3 weeks
wow, a great video Nick. Thank you !!!! Small question about the payment, what happens if they don't pay you, they are holding all the credentials to the accounts and can change them immediately leaving you with empty hands.
Stuff like this does certainly happen every now and then. But generally I find that people, clients or otherwise, prefer to operate in good faith. If you don't give your client a reason to hate you (i.e you do a good job, you're communicative, you accurately represent your timelines, and you don't lie) likelihood of a catastrophic falling out is probably less than 1%. Knowing this, don't focus on the 1% bad, focus on the 99% good!
11:22 Can you make a Video what programs are you using? I tried different password manager and stucked now to Proton but I never tried 1Password or Dash lane. I tried Bitwarden, Lastpass and few others. Do your clients use password manager at all?
Nice ,, if every morning will get this flood of info .. it's great 👍
Incredible value🎉🙏🍀🚀 Nick, keep it coming
For SOP creation, do you find the higher friction of Google Docs a benefit? People draft docs in Notion or Monday but it feels like they inherently have less permanence in these tools
It's lower friction actually! Google Docs is universally understood and you can share one in < 5 sec. Tbh the platform is not very important, you can use whatever you want (Notion, ClickUp, etc). I just default to Docs because it's free
23:38 "It will make it seem like it's more of a big deal"😂
Thank you Brother for the delicious Sauce.
Awesome video, is there any room to ask for referrals based on contacts they have in non-parallel industries?
Definitely-my $0.02 would be to do this a strategic points where the customer feels a sense of reciprocity. I.e after a particularly great progress update or delivery.
I also like making it clear from day one that I'm looking to work with them long-term and that I want to do *such* a good job for them that they'll refer me to everyone they know (I explicitly say stuff like this) and I find that makes the ask a lot easier later on.
Hope this helps 🙏
Great video one question do we need CRM Software? Thanks
Fantastic video!
Hey, Nick! I have a question about your “Make Money...” course. How relevant is it for me, given that I live in Russia? I really want to take the course, but I doubt that it is suitable for me, given the current situation....
so effen awesome - thanks for not using "steal my "X" in your title!!
What if the automation platforms that I use are subscription based? How does the ‘money change hands’ step work?
Thanks for the free info. But why would you sell your school program and other things if your agency has earned 72k a month? Seems fishy.
Hey Nick , it's look like this branch ( automation ) is already saturated 😅.. my recommendations on YT full of tubers doing the same thing 😂. And guess what , all of them have agencies and clients 😂. I think ppl get sick of cold mail thing .. 😂😂😂😂. Thoughts ?
Great breakdown Nick! Question, when e2e testing, are you running tests on your own accounts?
What’s the best way to e2e without creating too much noise in the clients CRM, for example?
Legendary 🎉🎉🎉
Thank you for the support 🙏🏼
this process can be used for other agencies, not just Automation agencies right?
Absolutely. I used a very similar approach for my content agency. You can conceptualize more or less any service business this way.
@@nicksaraev thank you very much, loving the content, really helpful!🚀
Following
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I just want to know how you’re able to make content this fast, don’t you sleep?
Last reported sleep was 2019 😂
@@nicksaraev reminds me of my first year of strategy consulting 🥲