Build an Automation Agency From Scratch
Start an agency that sells managed automation services. Learn how to position tools as high-value services and scale beyond 20 clients.
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What will this path get you? A tiered automation service offering with validated processes and pricing.
Learning Steps
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Build an agency that sells managed automation services. Learn positioning, pricing, and scaling past 20 clients.
Understand Workflow Automation Margin Curve: Why Retainer Framing Beats Project Pricing
Agencies that price workflow automation as a one-off project capture a fraction of its economic value — a $10K initial engagement routine... Read: The Workflow Automation Margin Curve: Why Retainer Framing Beats Project Pricing.
Explore in AcademyEvaluate: Workflow Automation Rule: Scope the Retainer Before You Scope the Build
Before finalizing any automation project quote, map at least three adjacent workflow opportunities in the client's stack and price the en... Read: Workflow Automation Rule: Scope the Retainer Before You Scope the Build.
Explore in AcademyApply the Quality Gate: When a Client Calls It a One-Off Project, Price It as an Operations Retainer
Refuse to quote a flat project fee for any automation engagement until you have documented the client's full process map and presented a ... Read: When a Client Calls It a One-Off Project, Price It as an Operations Retainer.
Explore in AcademyAvoid the Common Failure: The Set-and-Forget Trap: Why Workflow Automation Retainers Collapse After Month 3
Client stops responding to monthly check-in requests after initial automation goes live; Agency invoices for retainer maintenance but can... Read: The Set-and-Forget Trap: Why Workflow Automation Retainers Collapse After Month 3.
Explore in AcademyMake the Buy/Skip Decision: Workflow Automation Retainer Buildout (10-14 days)
A structured engagement that audits a client's manual operations, designs and deploys a multi-step automation stack across their core bus... Read: Workflow Automation Retainer Buildout (10-14 days).
Explore in AcademyExecute: Workflow Scope & Retainer Framing (Onboarding)
Read: Workflow Scope & Retainer Framing (Onboarding).
Explore in AcademyReflect: Scope and SOP Library
Check for scope creep patterns and capture delivery SOPs.