How To Sell Automations to Local Businesses (Client Examples)

Summary

This video provides a comprehensive guide on building automations for local businesses to earn a monthly retainer up to $900. It covers the types of businesses suitable for automation, examples of automation tasks like appointment booking and lead generation, and essential software tools like Zapier and Go High Level. The video also explains the automation structure, how to integrate different software, and provides real-life examples. Additionally, it offers insights into finding clients and highlights the benefits of joining the creator's affiliate program for additional resources and support.

Takeaways

• 📈 Building automations for local businesses can earn a monthly retainer of up to $900.
• 🎥 The video aims to provide a simple guide to understanding and building automations.
• 🏢 Automations are suitable for any local business dealing with customers, appointments, or services.
• 🔧 Examples of businesses that can benefit include barber shops, nail salons, gyms, brokers, service providers, and clinics.
• 💡 Automations need to be customized to each business's needs and current systems to avoid friction.
• ⚙️ Common automations include appointment booking, Google review requests, lead generation, and social media scheduling.
• 🌐 Bridging software like Zapier connects multiple softwares to send data and communication between them.
• 🤖 Functional software like ChatGPT and Descript manipulates input data to generate outputs.
• 📤 Delivery software handles the final output, such as sending notifications via email or SMS.
• 🌟 Go High Level is a comprehensive software that combines bridging, functional, and delivery capabilities, ideal for building automations.
• 🔍 Automations are sequences of actions triggered by specific events, which can include logical steps and loops.

Q & A

What is the main goal of the video?

The main goal of the video is to teach viewers how to build automations for local businesses and earn a monthly retainer of up to $900.

Which types of businesses can benefit from automations discussed in the video?

Businesses that deal with customers and appointments, such as barbershops, nail salons, gyms, martial arts studios, insurance and mortgage brokers, service providers like plumbers and electricians, and clinics and daycares can benefit from these automations.

What are some examples of automations that can be built for these businesses?

Examples include appointment booking, Google review requests, lead generation, appointment setting, social media autoresponders, automated invoicing, AI bots, and social media posting and scheduling.

What is a key consideration when implementing an automation solution for a business?

A key consideration is ensuring the solution does not cause a lot of friction and provides a smooth transition, especially if the business currently uses a manual system like pen and paper.

What types of software are mentioned for building automations?

The video mentions bridging software like Zapier, functional software that manipulates data like ChatGPT and Descript, and delivery software for sending out the final output like Slack or email.

What is the role of bridging software in automation?

Bridging software connects multiple other software applications, enabling them to communicate and transfer data or commands between each other.

How can automations be tailored to specific business needs?

Automations should be designed based on the unique requirements of each business, considering their current systems and specific needs, to minimize disruption and maximize efficiency.

What is an example of a real-life automation process provided in the video?

An example is a missed call text-back automation for a client, where a missed call triggers a sequence of actions including sending an automated text message to the caller.

What does the term 'hybrid software' refer to in the context of the video?

Hybrid software refers to a solution that combines the functions of bridging, functional, and delivery software into one integrated system, such as Go High Level.

How does the video suggest you find clients for your automation services?

While the video does not go into specifics, it suggests that it will cover where to find clients after explaining how to build and sell automation solutions. It implies that understanding the structure and value of automations will help in client acquisition.

Outlines

00:00

🤖 Building Automations for Local Businesses

The speaker introduces a guide on creating automations for local businesses to earn a monthly retainer of up to $900. The video aims to address the practical steps to build these automations, which the speaker has previously hinted at in viral TikToks and shorts. The guide will cover everything from understanding the basics of automations to selling and constructing them. The speaker emphasizes the simplicity of the guide, designed for those curious about the process, and mentions that the approach will be tailored to the specific needs of local businesses, including service providers and appointment-based establishments.

05:00

🛠 Types of Automations and Finding Clients

This paragraph delves into the types of automations that can be built, which are specific to the business needs and existing systems. Examples include appointment booking, Google review requests, lead generation, and social media automations. The speaker also mentions the importance of not causing friction with new systems and gradually introducing more complex solutions. The paragraph concludes with a teaser about finding clients, promising to return to this topic after explaining the structure and sales of automations.

10:00

🔧 Building Automations: Software and Tools

The speaker explains the process of building automations, emphasizing the uniqueness of each solution and the need for creativity and engineering. Three types of software are highlighted: bridging software that connects different systems, functional or generative software that processes inputs to produce outputs, and delivery software that disseminates the final product. The speaker uses examples like Zapier for bridging and Chat GPT for functional tasks. The paragraph also introduces hybrid software like Go High Level, which combines all these functions into one platform, and discusses the benefits and support offered by the speaker's affiliation with Go High Level.

15:01

📈 Automation Structure and Practical Examples

The speaker outlines the basic structure of an automation, which involves a sequence of actions triggered by an event. Using the analogy of automatic doors in a store, the explanation simplifies the concept of triggers and actions. The paragraph also touches on logical statements, loops, and conditional branches within automations. Practical examples from the speaker's Zapier and Go High Level profiles are provided, illustrating how leads are qualified and sorted for a coaching program, and how a text-back automation for missed calls works, enhancing the understanding of automation creation.

Keywords

💡Automations

Automations refer to the process of creating systems that perform tasks with minimal human intervention. In the context of the video, automations are used to streamline operations for local businesses, enhancing efficiency and potentially increasing revenue. Examples from the script include appointment booking, Google review requests, and lead generation, all of which are automated processes designed to save time and improve customer service.

💡Monthly Retainer

A monthly retainer is a fixed fee paid regularly, often used in service-based businesses where a client pays for ongoing services. In the video, the speaker discusses earning a monthly retainer of up to $900 for building and managing automations for local businesses, highlighting the potential income that can be generated from offering such services.

💡Local Businesses

Local businesses are small-scale enterprises that operate within a specific community or region. The video's theme revolves around automating processes for these businesses to improve their operations. Examples include barber shops, nail salons, and gyms, which can benefit from automations to manage appointments, leads, and customer interactions more effectively.

💡CRM Solution

A CRM (Customer Relationship Management) solution is a system used to manage a company's interactions with current and potential customers. The script mentions the importance of introducing a CRM solution that fits with a business's current operations, to avoid a steep learning curve and ensure a smooth transition to automation.

💡Bridging Software

Bridging software acts as an intermediary, connecting different software applications to communicate with each other. The video mentions Zapier as an example of bridging software, which is used to link various tools and services, enabling the flow of data between them, which is essential for creating comprehensive automations.

💡Functional Software

Functional software, also referred to as generative software in the script, processes input data to generate an output. It's used to perform specific tasks such as transcribing audio files into text or generating images from prompts. The video gives an example of using Chat GPT to generate ad copy based on input from a Google form, illustrating how functional software can be integrated into automation workflows.

💡Delivery Software

Delivery software is used to distribute the output of an automated process to the intended recipients. The video describes various forms of delivery, such as sending emails, posting on social media, or sending SMS messages. This type of software is crucial for the final step in an automation sequence, ensuring that the results of the process reach the right audience.

💡Hybrid Software

Hybrid software combines the functionalities of bridging, functional, and delivery software into one platform. The script introduces Go High Level as an example of hybrid software, which can perform tasks like building websites, handling email marketing, and managing SMS bookings, all within a single tool. This simplifies the automation process by reducing the need for multiple software integrations.

💡Lead Generation

Lead generation is the process of identifying and cultivating potential customer interest in a product or service. In the video, the speaker discusses using automations to generate leads, such as through the use of AI to create ad copy that attracts potential customers, which is a key strategy for growing a business's client base.

💡Zapier

Zapier is a web-based automation tool that creates connections between web applications. The video script provides an example of using Zapier to automate lead qualification for a coaching program, demonstrating how it can be used to filter and score leads based on specific criteria, which is a practical application of automation in a business context.

💡Go High Level

Go High Level is a software platform mentioned in the video that offers a wide range of features for businesses, including website building, email marketing, and CRM capabilities. The speaker highlights it as their preferred tool for running their business and for building automations due to its comprehensive feature set and the ability to integrate various functions into one platform.

Highlights

The video aims to teach how to build automations for local businesses to earn a monthly retainer.

The presenter's TikToks and shorts have gone viral explaining automations for clients and conceptual ones.

The guide will cover automation from A to Z, including structure, selling, and building out processes.

Automations are applicable to any local business dealing with customers, appointments, leads, or services.

Examples of businesses that can benefit from automations include barber shops, nail salons, gyms, and service providers like plumbers and electricians.

Custom automations are built based on the specific needs and current tools of the business.

Common automation examples include appointment booking, Google review requests, and lead generation.

Bridging software like Zapier combines multiple softwares to send data or communication.

Functional or generative software receives input and generates an output, like chat GPT for ad copy.

Delivery software is used to distribute the final output, such as emails or social media posts.

Go High Level is a hybrid software that combines functional, bridging, and delivery software in one platform.

The presenter offers coaching and learning based on Go High Level, with exclusive perks and benefits.

Automation structure is a sequence of actions initiated by a trigger, with potential logical statements and loops.

An example automation for an influencer's coaching program uses Zapier to filter and qualify leads.

Another example is a Go High Level automation that sends a text message when a client misses a call.

The video concludes with a demonstration of building automations in both Zapier and Go High Level.

Transcripts

hey everybody I hope you're doing well

today we're going to be jumping into how

to actually build automations for local

businesses and earn a monthly retainer

all the way up to $900 every single

month the reason I'm making this video

is that you might have seen my Tik toks

or my shorts which have gone pretty

viral in which I'm explaining basically

the automations that I build for my

clients as well as conceptual ones that

could be made and uh those do very well

and a lot of the questions that I get is

okay that's cool but how do we actually

build these out in practice which is

obviously a fantastic question so that's

what I'm going to be diving into in this

video it's going to be the laziest and

simplest guide for you to understand

automations from A to Z exactly how they

work how to structure them how to sell

them and how to actually build them out

really so yeah I don't like to waste

time so we can just jump straight into

it starting with which businesses does

this actually work for so in terms of

automations um it's really for any local

business that deals with customers

appointments if they have leads or

they're performing any kind of service

the examples that I like to put in the

ones that I have clients of and ones

that I like to reference or barber shops

nail salons gyms um you know martial

arts studios different types of

individual Brokers like Insurance

mortgage real estate brokers and then

service providers is great as well so

plumbers electricians I have I have a

dock installer a quartz countertop

installer clients of mine and then

clinics and then I have a daycare as

well so it's really applicable to almost

anybody every business can be automated

in some sort of way it's really just

about you finding the solution to come

up with for these

people next moving on what kind of

automations can I build so like I

mention it's going to be very specific

to that type of business it's not going

to be a one one siiz fits-all kind of

thing it's going to depend upon what

that business needs what they're

actually using right now so for example

if they're using pen and paper and

you're coming in with this comprehensive

CRM solution in theory it sounds fine

but there's going to be a huge learning

curve involved with that and that's

something that one you have to be

prepared for and to take into

consideration when you're building their

solution so it has to be something that

doesn't cause a lot of friction that's

going to be an easy smooth transition

maybe work your way up to a more complex

one but that's obviously something to

bear in mind examples of automations

that you can build which you've probably

seen them on my Tik Tok is appointment

booking Google review requests lead

generation nurturing appointment setting

social media um like autoresponders or

like chat Bots almost automated

invoicing ual AI Bots widgets social

media posting and scheduling so these

are common ones that a lot of those

businesses that we mentioned here will

have some overlap into but again you can

make very custom Ones based on your

client's requirements as well it's not

um it's not an exhaustive list

obviously now where do I find clients is

obviously a big one that's something

everybody's wondering and I'm going to

come back to it because I want to First

explain to you the structure of what

automations are and how to actually

build and sell them them which is what

you're here for and then if you're

looking to actually get into this then

we can jump into where to find your

clients

afterwards so next how do I actually

build them so this is an important part

now like I mentioned each solution that

we create is going to be unique and it's

going to require different sets of

softwares based on what they're

currently using and what you think is

best for them it's going to require some

creativity and Engineering on your part

to understand where they are and kind of

where where you want to take them and

what tools you have available to do that

so in order to do that we have three

different kinds of softwares that is is

going to be prevalent for this one is

called a bridging software so bridging

software essentially works by combining

multiple softwares together and acting

as that bridge to send data or

communication so if you're not familiar

with zapier you can check it out zap is

fantastic that's the one that I use but

then there's other competitors of theirs

as well they basically just allow

different softwares to talk to each

other then we have functional software

or generative software now what this

does is this software receives some sort

of input and it generates an output for

us so for example you send a prompt to

chat GPT or you send some data to it

it's going to manipulate it and give you

some response descript for example would

take like an audio file or a video file

transcribe it and give you that um

output of a text file for example mid

Journey would take in a prompt or some

sort of sensory information and give you

an output of an image for example that

was AI generated a PDF converter for

example is also an example of a

functional software meaning you can send

it like a PDF document and it spits out

a Word document basically some

manipulation is happening to these uh to

the data which is what you need for for

this solution quick example for this to

make sense is like for open AI I

generate a lot of AD copy for some of my

clients who need lead generation so

instead of me manually opening up chat

GPT and writing oh I have a client this

is the industry that they work in this

is who they're looking to reach this is

their budget all that stuff I can just

have a Google form which I sent to my

client they fill out that information

that I need it's a set template then

using zapier we basically send that

information to chat GPT and it generates

an output of AD copy for us so that's an

example of functional and bridging

software communicating with each other

it's much simpler than it sounds if and

then finally just jumping into delivery

software so delivery software is how you

get that final output and you want to

you know send it out or deliver it in

some way so it could be in the form of

like a slack message notification it

could be like an email being sent out

you could be adding to a Google doc it

could be a post on social media or a

message a direct message um or it could

be like an SMS through twilio or some

other service so in a nutshell these are

the the three main components that are

going to be involved in your automations

and then you can mix functional and

delivery ones together using a bridging

software in the middle to help them con

communicate with each other pretty

simple if if that's still unclear for

you just rewind watch it again it should

make sense otherwise leave a comment and

I can clarify now something else that I

want to talk about is a hybrid software

so hybrid is basically a combination of

all of these to some extent which is the

only one that I found is go high level

it's uh it's basically using it's

basically a functional bridging and

delivery software allinone it does

basically everything if you're not

familiar with the do talk about it a lot

it's my favorite software my entire

business runs on it but it basically

does all of these things you can build

websites you can have forms you can do

email marketing SMS bookings workflows

courses call tracking all of this stuff

right here inside One Singular software

so what that does is that replaces the

need for having a lot of different you

know delivery softwares or functional

softwares and having everything run out

of go high level at once so I can post

directly on social media from go high

level I can send text messages from go

high level I can send emails they even

have a chat GPT integration within it so

they don't actually have to leave go

high level it can be done within there

as well so it's a pretty insane software

it does everything that you need now one

thing I'm going to mention is that with

go high level itself that is exactly

what I use all my expertise is built

upon that so if you want to come to me

for like learning and coaching this is

where I'm going to send you or this is

all that I can really talk to you about

because 80% of my clients run through go

high level one thing I want to mention

as well is that I am an affiliate and I

am partnered with goah high level

because I send so much business to them

because I just basically live in their

platform it did make sense for me to

become an affiliate so um if you guys do

decide to go with go level we do have a

program within myself and my team that

if you do sign up with us we do provide

you with a lot of perks and benefits so

I can share that with you here but

basically uh I have a full guide on go

high level how to set it up from start

to finish we give you automation

templates so if you've seen any videos

of mine that have automations in them I

can actually give you those automations

straight from scratch so you don't have

to build them yourself or follow any

tutorials we provide you with those

files and you can just hit the ground

running we have a Playbook that explains

exactly every feature of go high level

what the value is who it can serve the

different niches you can Target all of

that one-on-one access to me and my team

whenever you want you you have access to

my private Zoom calendar and my WhatsApp

as well we provide you over 100 website

templates across I think 50 different

niches so whatever you want to work

within we can provide that to you and

then client acquisition stuff finding

your clients scripts all of those things

we can actually build out automations

for you as well so if you have a client

and you meet them and they have a custom

automation that you're not exactly sure

how to build out or what's required then

we have Consulting Services where we can

actually jump in and help you build that

out give you some uh advice as well and

then giveaways you know throughout the

month we do giveaways for different

competitions for those who are competing

in uh some competitions that we have or

just a general raffle if you want to get

involved with that then that's part of

our community as well all of this is a

part of my go high Lev Community which

is the whole point of what I'm building

and why I give out this value obviously

this is not a necessity you don't have

to go this route but basically if you do

then this is what is uh this is what is

offered to you so we did we do value at

over $6,000 people have purchased these

individually from me so that is what the

market rate is set at if you were to

purchase all of this it would be over

$66,000 so that's the value that you get

by just being a part of our community

and subscribing to our affiliate program

part of it so yeah it's just a Shameless

plog to sign up with us but we can jump

back into the actual video here now in

terms of an actual automation itself

what does it look like and this is what

the automation structure typically is

it's very simple to understand but

basically an automation is just a

sequence of actions that is initiated by

some sort of trigger so for example a

real life automation is you walk into a

store for example you walk up to the

front door and they're automated door so

the camera detect effects you and the

doors open up so you stepping up was a

trigger like the automatic doors moving

apart is the action you walk in the

sales clerk notices you they get up

that's another action so it's just a

sequence of actions that are taking

place by some sort of trigger like you

arriving at a grocery store for

example so here you can have Trigger

action action action and then from there

you can use logical statements as well

so if you're into programming to some

extent you might understand logic but

basically you can put like a weight step

so for example you can say you know

action one happens and then wait for two

days then action two happens that's just

you know one example if else so action

one happens if they respond to action

one only then do action two if they

don't respond then do action three so

you can do an if else and it can Branch

into different things and I'll show you

how to do that as well then you can loop

as well so you can do something like if

action one happens and go to action two

and then once action two is done go back

to you know action one or go back to

somewhere else and you can start a a

loop for example this is just a basic

automation structure but but I'm going

to show you actual examples in my zapier

profile and in my go high level profile

so you get a sense of both of them okay

so this is in my actual zapier account

and this is an actual published

automation that I do for one of my

clients so just a bit of context this

client is actually an influencer they're

very big on Tik Tok Instagram and

YouTube I think has over 100,000 on

YouTube 300,000 on Instagram and

basically he has a coaching program and

he gets a lot of leads through a landing

page on his website where he has a form

where people apply to be under his

coaching program and because of the

influx of leads that he gets he has to

sort through the the bad quality leads

disqualify a lot of them and just filter

them out because he Wast a lot of time

on unqualified people so I made a

qualification system for him through

zapier and basically the way that it

works is to trigger the what starts this

automation is that a new entry is

submitted on his website for an

application then what happens is those

details from that entry is sent to chat

GPT and it just cleans it up like if

there's any typos or if the or if they

write the city inside of the country

it's going to find that and put the

country because we need to have

consistent data so just random things

like that it's just going to clean up

the data then it's going to be an IFL

statement only continue if the leads

live in an eligible country so here I

put Canada US Mexico Australia UK

because those were his requirements if

the lead data from this form does not

follow these criteria then it's going to

end it here and it's not going to

proceed further if they do match then

it's going to proceed and check the next

statement which is if their income is

above 50,000 so that's what it checks

over here if it meets both of these

criteria then it's going to send the

leads to Chad GPT for lead scoring So

based on the different criteria that he

sends me like in come um the challenge

that they're facing the conviction how

long they've been following him for all

of these things it's going to give them

a score out of 10 and open AI is going

to determine that score based on the

prompt that I gave it so the different

weightage for each parameter and all of

those things so that's that's prompt

engineering that's different but I'm

just showing you the point of the

automation once that happens then the

lead score and the information about the

the lead is actually sent to a telegram

channel that me and his entire team are

on that notifies us that a highquality

qualified client is has just submitted

an application and to reach out and to

close them so that gets sent to

telegram then finally from that output

that we had from the lead scoring yeah I

just extract the number that lead score

and just put it into some variable and

then I sent the contact details to go

high level which is a CRM that obviously

we're talking about because he uses that

CRM as well I sold it to him and then

all the details about the client that we

first captured over here get put into

the CRM which then he can track um

through the system pretty

easily so that's a zapier Automation in

a nutshell so Trigger action action

action action action logic logic action

so all of that you know is exactly the

template that we followed I'm quickly

going to show you a real life example of

a go high level automation that I do for

one of my clients so this is for a more

complex miscall textback automation

which basically means that anytime my

client misses a phone call we want to

send an automatic text message asking

hey sorry I Mr call what are you looking

for what can I help you with so here at

the top we have the trigger trigger is

that there's a new phone call call

direction is incoming call status is

busy voicemail or no answer so if this

happens then start this Automation and

you know trigger it and then we just

have some variables so it's going to

update the contact field call it Miss

call this is just a tracking thing

inbound interaction meaning that it's an

inbound

call then what it's going to do is it's

going to check uh logic um then it's

going to check logic checking a variable

called number of Miss calls meaning that

is this the first Mis call that this

number has ever given us is it the first

second third fourth or fifth the reason

being is that each time there's a Mis

call from someone who's miscalled before

we don't want to send them the same

message word for word especially if they

missall you know two three times in in a

quick in a quick succession because then

it looks automatic it looks robotic so

for example if it was the first Miss

call it's going to go down this Branch

we're going to put a slight delay of 2

minutes which is what like 12

seconds then it's going to send out a

text message so the first message is

going to say hey this is John from XYZ

company sorry I miss your call what can

I help you with I just SP my face over

the name because the the company name is

there obviously so that message gets

sent out and then um what's going to

happen here at the end is we're going to

add a variable we're going to add a one

to the Miss call variable so next time

this person calls back it's instead of

going down down this Branch it's going

to go down this Branch instead so it

just creates that um that different feel

and adds logic to it to make it a bit

more big bit more intelligent so then as

it proceeds these different text

messages go out but again here's the

point this is what an automation is it's

going to be a Trigger action action

logic action action action all of that

over

here yep so you can build automations

and go high level right here or you can

build them in zapier like

this and then coming back over here so

that's basically my whole workflow on

how you can actually build automations I

hope this was useful we can always go in

depth further on inside zap here or

inside go high level as well if you need

that's that's an introduction to

automations and how to actually get them

done