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Your Commercial Offer

Title: Small Business Operations Automation

Target Buyer: Local business owners overwhelmed by manual admin work

Problem: Wasting hours daily on repetitive tasks like lead entry and follow-ups

Deliverable: A fully tested, hands-free workflow that handles the task instantly and reliably

Scope Boundaries: We automate existing processes, we do not invent new marketing strategies., Prefer client-owned accounts. Use delegated access/OAuth/integration permissions where available, and request only the minimum permissions required., We do not provide 24/7 emergency IT support.

Pricing Guidance

Pricing depends on scope. EarnWise is still validating representative market pricing for this opportunity.

Outreach Strategy

Target: Local service business owners (e.g., used-car dealers, clinics)

Channel: In-person visit or direct email/LinkedIn with a demo video

Follow-Up Limit: 1

Sequence:
  1. Identify a local business with high lead volume.
  2. Build a custom 2-step demo relevant to their business.
  3. Send a 30-second screen-recording showing the automation.
  4. Ask for a short discovery call to explore a potential project.

Outreach Template

Hi [Name], I noticed your dealership likely receives many online inquiries. I built a quick prototype showing how to automatically catch those leads, put them in a secure spreadsheet, and send a friendly instant reply—so enquiries are captured and followed up more consistently. Here is a 30-second video of it working: [Link]. Would reducing this manual follow-up be useful for your team? I am happy to hop on a 10-minute call to show you how it might work for your specific setup.

Objections & Replies

  • Objection: We already have a system.

    Response: That is great. If you find your current system still requires manual data entry or leaves gaps, I would be happy to share how these workflows function for future reference.

  • Objection: How much does it cost?

    Response: Pricing is determined based on the specific requirements and complexity of the workflow. I can provide a clear proposal once we agree on the scope of the project.

  • Objection: How long will it take?

    Response: I need to understand your exact workflow, check tools and access, and confirm testing needs first. After we agree on the scope, I can give you a clear delivery estimate.

  • Objection: What access do you need?

    Response: I prefer you to maintain ownership of your accounts. We can use secure delegated access or OAuth permissions, ensuring I only have the minimum access necessary to build the workflow.

  • Objection: What happens if something stops working?

    Response: I will ensure the workflow is thoroughly tested before handover. For ongoing maintenance or unexpected software updates, we can discuss a support arrangement.

  • Objection: Can we change the workflow later?

    Response: Yes. Once handed over, you own the system. If you want me to add new steps later, we can scope that as a new, smaller project.

Turnaround Time

Turnaround depends on the number of steps, tools involved, access needed, testing, and requested changes. A small workflow can usually be scoped quickly, but give the customer a delivery estimate only after you understand the exact requirements.

Tracker Guidance: Track which businesses you contacted, the specific manual process you identified for each, demo video links sent, and follow-up dates.

Delivery & Fulfillment Mechanics

  1. Agreement & Scope: Map out their exact manual process step-by-step on a discovery call and agree on the triggers and actions.
  2. Access: Request delegated access or OAuth permissions. Do not ask customers to send passwords through chat/email, do not store API keys unnecessarily, and ensure the customer revokes unnecessary access after handover.
  3. Build: Replicate the workflow in your own Make/Zapier account for testing.
  4. Test: Run happy path and edge cases (e.g., missing phone numbers) to ensure reliability.
  5. Demonstrate: Show the client the working automation on a video call and collect feedback.
  6. Fixes: Implement any necessary adjustments based on the client review.
  7. Handover & Closure: Migrate the automation to their account, collect final payment, and request a testimonial.
  8. Support: Offer appropriate ongoing support if recurring value exists.
Supplementary Methodology & Evidence
Commercial & Acquisition: Local businesses can be skeptical of generic cold emails. Demonstrating value upfront through a personalized 30-second screen recording may build trust more effectively. Focus on scoping narrow, concrete tasks rather than promising to 'automate their whole business'.

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