💡Low-Hanging B2B Automations you probably don’t know about💡
➡️Extracting qualification question answers from Zoom Notetaker transcript + uploading to CRM
➡️Creating Google Drive folders with templated documents for new clients
➡️Send automatic welcome and follow-up emails for new clients
➡️Automatically creating Slack channels and send invite to client email for new clients
➡️Turning commonly asked customer questions into a customer service chatbot
➡️Automatically send invoice to prospect + use drop-down to select payment terms
➡️ Tracking documents signed through custom portal instead of emailing back and forth
There’s a lot more. Whatever takes you 10 mins, AI can cut down to less than a second.
DM me if you need help automating your business
To grow my business, I had to decrease my self-discipline.
Willpower is finite. If I use it on habits that don’t make me money, yes I will be more disciplined…but I will make less money.
So, I started to ease the gas. Started drinking a little bit of caffeine. Watch YouTube on Fri/Sat. Keep one night to just wind down and relax.
Even though my net discipline has decreased with “bad habits”, my business output has increased.
Still testing this out…but my gut says this is a much better balance than trying to strip off all dopamine.
Payment Integration
Obviously we need the user to pay. You can use any payment processor, but Stripe’s API is comprehensive and flexible. This will be integrated with the backend.
Front-End Website and Back-End Database
Customers will interact with your SAAS through a website. This is the “front-end”. You can make it look pretty, or keep it barebones.
The back-end database is where information is stored. This includes things like customer information, user authentication, relevant files, etc..
The front and back-end can be built using No-Code Tools or custom code. I prefer using WeWeb + Xano (low-code tools) because it speeds up the development process by 10-20x. The only caveat is No-Code tools dramatically decrease enterprise value (because you are relying on other software).
Use what you wish. It really doesn’t matter. Your customers don’t care either.
Core Problem You Are Solving
This is the problem you are solving for customers/
Examples:
➡️Verifying emails before mass-sending (Apollo)
➡️Bank’s don't have budgeting feature (Mint)
➡️Managing invoices and payment is tough (Stripe)
Every SAAS solves a core problem. Figure out what that is for you.
Consulting helped me get a head start in the entrepreneurship world.
3 Key Skills I Developed:
➡️Scoping and Project Management
➡️Understanding B2B world (language, mannerism, professionalism)
➡️Connections (directly talk with business owners)
We all use what we got.
Consulting allowed me to sign a $40K deal in just a few months. I had no idea what I was doing.
But I knew how the B2B Scoping process worked, and my professionalism was enough to get the deal through.
Natural strengths and weaknesses haunt us all in the end.
At heart, I am a builder. I taught myself how to code in middle school. The flow state of writing code and seeing my work come into life is what energizes me.
These past 4 months, I have done 0 building. It's just been marketing. Content. Mock sales calls. Though I can do it, I will fully admit it drains me to the core.
It just reminded me that I can’t change myself. Making YT videos is something I NATURALLY don't enjoy. Of course I’ll do what is necessary. But long-term, it affirms I’m a builder at heart.
We can't runaway from our brain wiring.
The most underrated part about Make and Zapier is you don’t have to manage infrastructure.
Before these no-code tools, you had to spin-up servers. This was annoying because:
❌ You paid based on time vs. actual usage
❌ Maintain and update the server
❌ Required custom code
Make and Zapier’s inherent async architecture means:
✅ You only pay when the automation is activated
✅ Make/Zapier are responsible for taking care of the hardware
✅ No-Code interface (this can be a con for more complex tasks)
It’s frankly a huge point of leverage most people aren’t talking about.
This goes against conventional wisdom, but I would try skipping straight to ads.
I spent the past year running Cold Email and LinkedIn Outreach. None really got me past a few sales calls per month.
Part of the reason was my offer wasn’t as sexy as “10 Booked Calls or You Don’t Pay”. Selling tech in a cold market is HARD.
Ads completely changed the game. Businesses were coming to me, asking how they can use AI to save time and money. The frame shifted from me begging to get on a call to people begging me for advice.
Besides making more money, I learned a lot more about what the market actually needs. I switched the model from complex R&D AI projects to simple AI automations. Reaching PMF would have taken years without all those sales calls.
Of course I am going to recommend ads because it was has worked for me. Every business is different...though if what you are doing hasn't worked for the past few months, trying ads woudn't hurt😀
Almost ~3 years into my entrepreneurship journey now. Here’s the 1 thing I wish I had known when I started:
$10K / month just comes down to your offer and marketing.
Offer = what you are selling
Marketing = getting other people to see your offer
I learned how simple this really was from @blackhatwizardd a few weeks back.
If you are selling something but no-one is buying, it means:
➡️Your offer doesn’t solve a real problem in the market
➡️You are not marketing enough
If you are marketing enough and no one buys, it means you are not solving a real problem.
Those are the only two levers. I’m still guilty of trying to overcomplicate things...this is what I remember when I start to feel overwhelmed.
Working out is the only reason I can clock 8 hrs / day, 7 days a week.
After 4 hours of work, my brain is absolute toast. Working out just helps my brain reset and take a break.
When I’m back, I have 3 more hours in me, with the last hour for some cleanup/administrative tasks.
Hormozi emphasizes the importance of sticking with it. If you are stuck on a problem, solve the problem instead of switching businesses.
Recently, I made a pivot. I switched from servicing enterprises to small businesses.
The problem with enterprise is it's 10x harder to reach these people. Marketing is typically done at networking events or word of mouth connections. Sales cycle is 2-3 months. It’s just a different ball-game that I couldn't handle.
So, I switched to small businesses (+50K / month). This made marketing easier. Sure, now I can’t charge $15K for a project, but that is made up for in more clients signed.
Really, it got me thinking...I think sticking with it when you don't have PMF is a horrible idea. You can't force the market to buy something they don't want.
I wasted 4-6 months on this.
I built custom AI solutions for the past year. Some solutions were even first in the world.
In the past few months, I have realized most businesses don’t need AI. They need the fundamentals. This means a CRM, project management tools, KPI tracking…all the boring stuff that actually makes your business money.
After that is done, then we can talk about AI.
Despite what you may think, AI is not the magic bullet that is going to save you. It’s just another tool that can help you in text-based work.
Make[.]com + AI is more than enough for most small businesses.
The async nature of these no-code tools also makes it much cheaper. Without having to worry about server/infra.
P.S. This is coming from someone who has built proprietary LLM solutions in the cloud.