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

[@Frank_learns]

The fact that you only got 34K subscribers and the value you put out is like a guaranteed life and income hack for us who follows you an act on the information. Amazing

[@LuukVisscher-r6f]

I just started selling automations in the netherlands and im exactly at this point. Great Vid! I sell automated proposal presentations for a big cobot builder company and now im at the point for upselling and delivering. Great timing! Also i am now earning my income from automations because of you nick!

[@richardadonnell]

🎯 Key points for quick navigation: 00:13 *🚀 Overview of Optimized Service Delivery Process* - Describes importance of optimizing client experience for agency growth, - Covers practical steps for service delivery like reducing revisions and boosting retention. 02:07 *🔄 Step-by-Step Delivery Process Introduction* - Introduces a structured approach to service delivery for better client satisfaction, - Highlights upsell opportunities and customer retention through a defined process. 02:49 *✅ Importance of End-to-End Testing* - Stresses testing automation from start to finish to ensure error-free delivery, - Notes the impact of undetected errors on perceived value and client trust. 07:18 *🛠️ Testing Scenario with Slack Notification Example* - Demonstrates how to test each module and verify client-ready automation, - Walkthrough of testing for a scenario with Slack notifications. 10:32 *📁 Blueprint and Template Organization for Efficiency* - Suggests organizing blueprints/templates to streamline repeat projects, - Emphasizes long-term savings on time and effort by storing reusable assets. 13:21 *🎥 Recording Standard Operating Procedures with Loom* - Explains the value of recorded SOPs for clarity and added deliverables, - Advises using Loom for walkthroughs to increase perceived value and client autonomy. 15:42 *🏆 Enhancing Client Experience Through Personalized SOPs* - Discusses the role of SOPs in showcasing expertise and reinforcing the deliverable’s impact, - Recommends a clear, professional approach in recorded documentation for client understanding. 18:04 *🖥️ Expanding Documentation with Text SOPs* - Turns Loom video documentation into text-based SOPs for added client value, - Uses AI tools to convert transcripts into structured documentation with images, tripling the deliverables. 22:22 *📧 Crafting a High-Value Delivery Email* - Recommends a templated email with links to deliverables, adding perceived value, - Includes instructions for system usage and notes for invoicing and client review. 24:42 *💰 Retainer Upsell Strategy* - Introduces value-added suggestions to prompt retainer discussions, - Frames upsells as ROI opportunities to improve client margins. 27:16 *💌 Providing Access and Support for Client Independence* - Ensures clients have full access to prevent dependency, - Builds client trust and goodwill by fostering decision-making from a position of strength. 30:47 *💬 Managing Revisions Efficiently* - Advises handling client revision requests with a structured timeline, - Suggests batching revisions for efficiency and setting a realistic timeframe to reduce excessive requests. 34:47 *⛔ Minimizing Revision Requests* - Recommends not explicitly inviting revision requests to streamline finalization, - Encourages delivering projects confidently to deter minor revision demands. 35:29 *🎯 Confidently Concluding Projects Without Inviting Revisions* - Encourages using language that naturally wraps up projects, reducing potential for additional revision requests, - Advises assuming client satisfaction to streamline closing the project and collecting payment. 36:11 *🌍 Broad Applicability of the Delivery Process* - Highlights how the outlined delivery process can be applied across various industries, - Suggests that implementing these steps in different fields enhances client retention and project success. Made with HARPA AI

[@BJC357]

💰

[@bentet9173]

Great Video Nick! Wasn't looking for this but it was just what I needed!

[@Bounty2025]

Omg this is literally what I’ve been pleading for!!! I’m fed up of people telling us how to get clients etc, but nobody tells us about the service delivery! Thank you 🙏

[@richardadonnell]

Nice - you literally have the best channel on YT ... you are helping me SO friggin' much! ❤ THANK YOU!

[@Foodforconsciousnessvlog]

Brilliant job Nick, really appreciated. Have a great week.

[@bennyficial7166]

Great video Nick! I’d love to understand your process for collecting client login credentials and then where you are testing the workflows (ie. You may not be able to test on your own apps bc you may not have paid account etc) Love the vids!

[@TheDiceroni]

Following this

[@AutomationTwins]

Great video Nick!

[@stevenzammit7949]

Your content is informative and valuable, thanks for sharing.

[@talkwithsaadi]

Hey Nick really appreciate if you Add timestamps in video that will help us to skip to the stuff we need to know and love your content

[@nicksaraev]

I got you Saad 🙏

[@djclog]

@@nicksaraev wher are the f'n timestams a-hole?

[@tydatguy]

He takes the time to make the video take the time to watch it

[@Aspen567]

Totally agree! No one talks about deliverables, thank you!

[@ShawnBoehm]

Thanks a lot Nick! You give amazing tips and ticks. I really enjoy your new content form.

[@KhokChe-go7os]

Hey Nick, awesome vid! Can you make a video on how to write cold emails? I know you are very experienced and would love to learn from you

[@patrick1992]

Hey, did you forget to upload the blueprints from the video "5 automations"? I dont see them on gumroad😂

[@tushara6846]

Same

[@micheletorti4140]

Good video Nick. You should make an automation video and do a proper "Onboarding Automation". Sending them links to the slack, documents, etc...

[@AbhishekYadav-e5c7i]

Awesome video, Nick! Is it possible to build a system or agent that automatically books meetings by analyzing open slots? I’m thinking of an AI SDR Agent that, as soon as leads come in from campaigns, could analyze the response, send a relevant sales asset or video, and follow up to ask for a meeting. Would love to hear your thoughts!

[@talkwithsaadi]

Hey nich few Ideas for your video. What to do on sale call. What to do after Make a video about everything in sale call of your process

[@Outreacher-y2j]

Hey Nick, It's been a while a found your channel and I really like it, Your voice quality is so good can i know what mic you're using?

[@iArmenoid]

Great Video! Thank YOU for sharing!

[@creativeedge6356]

Love your vids! Thank you. A newbie question- Do you set up a make account for each client or can you set it up as a sub account? How do you give them access?

[@VcronozieV]

My brain is overflowing with value Nick

[@tech_Scene]

Thanks for the videos, no one is doing like you and Eugene.

[@Beanskiiii]

Who tf is Eugene lmaoo

[@Noahhhhs3058]

@@Beanskiiiiyeah

[@rtkkjson]

Thank you man!

[@JohnyCohen]

Love your content Nick! Do you offer 1 on 1 consultations? is there a link to book or something?

[@victorperezia]

great video👏

[@beinnyule5077]

Hey Nick, wondering if you could help me out for a moment? In cold outreach, when promising that you'll get them X meetings in Y days/weeks or they don't pay, how will you know whether they're getting meetings? Do you have control of their instantly during that period? Do you have to have an element of trust? Couldn't they just reply with a different email or pass it over to their colleague to book the meeting?

[@CBIRL]

How can you test flows that require things like webhooks behind business account logins if you don't have one? Do you have them give you their logins for testing beforehand?

[@Mvrs-h3g]

Can you show how to build a chat bot that helps roleplay and coach and give goods and bads that sales people can chat with and fake a sales scenario presenting objections to the person that they might have to counter in real world if you get what im saying i think that could sell easily

[@Txjxsxa]

Next video on how to collect testimonials such that it gets us clients

[@dustin4274]

When you get a retainer how do you ensure you can fill the retained hours or do you even necessarily have to every month?

[@OctavChelaru]

Hi Nick, what would be the best way to get in touch and arrange a 1:1 consultation?

[@xbplays9311]

Is your skool group suitable for beginners?

[@dustin4274]

Yes. How do I know? Cuz I'm a beginner and I'm in there

[@xbplays9311]

@dustin4274 Thanks for the answer , Will he teach make and other Ai tools from 0 in the group?, or should I learn the basics at least before joining ?

[@M.mashok]

Upwork has killed the RSS feed, what’s the alternative for this? It’s about your video on finding jobs in upwork to generate 20k a month

[@EarthVibesTV]

Hi nick I just wanted to say that I really like your content and I admire your and because of that I really want to ask you if you could help me. I’m a uni student in Italy and I’m broke, rock bottom and I need a way to start making money and stop feeling behind in life, could you please help me out, with a 1-1 call I need someone with your knowledge to give me a direction. Thanks in advance you are incredible men!

[@ArtKrishnamurti]

Why do these guys always build an agency and then shut it down to evangelize others starting them? Guess content creation is way better, so why not sell that?

[@dustin4274]

I see what you mean but who said he shut down the agency?

[@prodigee411]

they attract people to their courses and coaching and youtube income. its a giant scam.