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PowerBI Data Analyst - Create visualizations and dashboards from scratch
Overview
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Learn the complete service delivery process for running a successful AI automation agency through this comprehensive 25-minute tutorial. Master the exact 10-step system used to deliver professional n8n automation projects to clients, from initial invoice payment to final project handoff. Discover essential pre-work steps that must be completed before beginning any client project, and understand how to conduct effective onboarding calls that establish three critical foundations for success. Explore proper methods for obtaining client software access to platforms like n8n and Make.com while ensuring clients maintain ownership and payment responsibility. Gain insights into providing weekly progress updates that keep clients engaged and satisfied throughout the project lifecycle. Understand the crucial distinction between "Build is Done" and "Internal Testing" phases, and learn to create professional documentation using both video (Loom) and written (SOP) formats efficiently. Access the exact email script for final project delivery, including strategies for requesting final payment and positioning future upsell opportunities. Follow detailed timestamps covering each step of the process, from initial setup through SOP creation and final delivery, designed to help you build a professional agency that generates case studies and repeat business.
Syllabus
00:00 - Intro
00:37 - Step 1
01:19 - Step 2
01:45 - Step 3
03:40 - Step 4
12:53 - Step 5
13:12 - Step 6
15:18 - Step 7
15:50 - Step 8
17:23 - Step 9
20:09 - Create Your SOPs
22:00 - Step 10
23:43 - Outro
Taught by
Michele Torti