Your day-by-day roadmap to land clients for your AI automation agency. Check each task off as you go — your progress saves automatically.
Day 1 — Define Your Offer
Done
Pick ONE niche and 3 specific services. For example: Real Estate → lead response, booking automation, review requests.
🎯 Task: Write your 1-line offer: "I help [niche] automate [pain point]."
Day 2 — Build Your Prospect List
Done
Find 50 potential clients on Google Maps, LinkedIn, or local directories in your niche.
🎯 Task: Save 50 prospects with name, business, and contact email.
Day 3 — Personalize Your Outreach
Done
For each prospect, note one specific observation (their website, reviews, or post) to personalize the message.
Subject: Quick question about [Business]'s follow-ups
Hi [First Name],
I noticed [specific observation — e.g., "your reviews mention slow response times"].
I help [niche] owners automate their lead follow-up so no inquiry slips through. Would you be open to a 10-min call this week?
Best,
[Your Name]
Day 4 — Send Outreach Batch #1 (20 messages)
Done
Send your first 20 personalized messages via email or DM. Track responses in a simple spreadsheet.
🎯 Task: Send 20 messages. Log each response/status.
Day 5 — Follow Up on Unanswered
Done
Day 1-2 messages that got no reply get a gentle follow-up. Most sales happen on the follow-up.
Subject: Just bumping this
Hi [Name],
I know you're busy — here's a 1-min video showing exactly how the automation would work for [Business]: [Loom link]
No pressure. If it's not a fit, just say so and I won't follow up again.
Best,
[Your Name]
Day 6 — Send Outreach Batch #2 (20 messages)
Done
Send your next 20 messages to prospects 21-50. Refine your message based on what worked in batch 1.
🎯 Task: Send 20 more messages. Check responses from batch 1.
Day 7 — Book Calls & Close
Done
Book discovery calls with interested prospects. On the call: diagnose their problem, show your solution, close at your agreed price.
Call structure (15 min):
1. Ask: "What's taking up most of your time with [task]?" (2 min)
2. Diagnose: "How much does that cost you per month?" (3 min)
3. Prescribe: "I can automate X, Y, Z. Most clients save 10+ hrs/week." (5 min)
4. Close: "I can set this up in 2 weeks for $[price]/month. Want to start?" (5 min)