Dan Martell - These 4 AI Automations Will Make You $1M (With Zero Employees)

00:00:00.000 I'm gonna share with you four automations you can use

00:00:02.360 to make a million dollars

00:00:03.560 without hiring any more employees.

00:00:05.520 And no, this is not just some ChatGPT tutorial.

00:00:08.260 These are the actual automations that I've used

00:00:10.700 and built into dozens of my companies

00:00:12.460 to be more productive and stay ahead of the competition.

00:00:14.860 So without further explanation,

00:00:16.240 this is how to automate your business using AI.

00:00:18.780 Automation number one, outbound messaging.

00:00:21.060 This one fixes the I don't have enough leads problem.

00:00:24.020 You don't need a louder megaphone,

00:00:26.020 you just need a smarter way to whisper.

00:00:27.940 It's so funny to me that we've forgotten

00:00:30.680 that business isn't B2B, it's H2H, human to human.

00:00:35.800 And with AI, you can personalize it

00:00:38.340 to actually interact with people in a very human way.

00:00:41.320 I personally love to be in my DMs,

00:00:43.380 but I have a lot of friends that I've taught

00:00:45.100 to use AI to automate the outreach.

00:00:48.260 I have a client that I taught this whole process

00:00:50.500 about to teach with you.

00:00:51.680 And with one single person helping them

00:00:54.440 with conversation in sales,

00:00:56.020 they're making over a million dollars a year more

00:00:58.840 just by automating the outreach

00:01:00.900 for people that are already following along.

00:01:02.840 Cold DMs don't work anymore.

00:01:05.140 Personalized DMs, those ones do.

00:01:07.180 So if you wanna do this yourself,

00:01:09.040 this is exactly how to build

00:01:10.560 an AI-powered sell-by-chat automation.

00:01:13.000 First things first,

00:01:14.260 we gotta warm up some of these opportunities.

00:01:16.660 The way I think about it is that somebody follows me,

00:01:18.980 that's just like an opt-in.

00:01:20.240 I should talk to them.

00:01:21.160 Somebody leaves a comment, I should talk to them.

00:01:23.200 Somebody views a story on my Instagram,

00:01:25.140 I should talk to them.

00:01:25.660 With AI, you can be proactive and engage

00:01:28.720 and do it in a way that's very nice, personal, and helpful

00:01:31.800 and actually generate real revenue for your business.

00:01:34.700 The first thing you wanna do

00:01:35.980 is build a step-by-step process to document

00:01:38.920 what does it mean to actually have a lead?

00:01:40.800 How do you qualify somebody?

00:01:42.000 If somebody follows me and they're a 97-year-old man

00:01:44.700 that has two followers, doesn't have a business

00:01:46.800 and hasn't posted anything, probably can't help them, right?

00:01:50.140 They might just be interested

00:01:51.000 in some of the family content I post.

00:01:52.440 That's why you have to define what's called the lead score.

00:01:55.140 when somebody comes in you say this is what an ideal lead looks like and you tell it to your team

00:01:59.540 the cool part is there's tools out there like getrevio.com that's what we use that can build

00:02:04.340 this whole process for you so that you can scale up that personal outreach number two you got to

00:02:09.060 make sure that you open those interactions like a real human not a bot so it's short senses

00:02:15.300 minimal punctuation when you're chatting with people on social media act like you're chatting

00:02:19.620 like a 12 year old it's a little bit sent a little bit sent if you copy and paste a bunch of text

00:02:24.740 guess what they're going to think? This is a bot. This is pre-recorded. This isn't real.

00:02:29.020 And it's so funny that if somebody thinks it's a bot, especially in the world of AI,

00:02:32.220 they're just not going to engage. A really simple example is if somebody follows you,

00:02:35.840 you could just say, hey, Alex, appreciate the following. Peaked at your website. Nice work

00:02:40.060 on the last acquisition. Are you here for the vids? Are you actually looking to try to grow

00:02:43.540 your business? That's what I like to do. I like to look at their profile, look where they're at,

00:02:47.880 mention something specific, and then ask them if they want some help. And then third, I want to use

00:02:52.400 AI chat as a co-pilot to actually help me. That's why a tool like GetRevio.com allows you to get

00:02:59.680 suggestions for what you should say when somebody asks questions. See, most people on your team are

00:03:03.800 probably not trained in the process of selling. So Revio will give you the prompts that are based

00:03:09.120 on what you've talked about so far that are specific to that chat message that your team

00:03:14.220 can just look at and use that for inspiration. Even though you still need humans in the chat,

00:03:18.840 you can remove the risk of losing a deal by having a AI co-pilot that helps you automate

00:03:24.460 the sales pipeline process. It's so cool. It's like predictive text. You know, on your iPhone,

00:03:28.740 when you're typing something that recommends a word, it essentially does that. You still need

00:03:32.140 to click and send, but it'll help you figure out what to say next. And then fourth and finally,

00:03:37.180 set up the AI automation to sequence follow-ups shamelessly. You want to set up a timeline for

00:03:43.060 how often you follow up because the fortunes are made in the follow-up. You want to make big money

00:03:47.740 on social media, make sure that you're engaging

00:03:49.880 in a sequence that makes sense.

00:03:51.280 So I like to use 24 hours if I don't hear back,

00:03:53.920 three days, seven days, 14 days, 21 days.

00:03:56.960 That's five touch points.

00:03:58.980 Most people give up after two,

00:04:00.880 but do it in a value added way.

00:04:02.940 Don't be annoying.

00:04:03.800 Don't be like, are you there?

00:04:04.840 Are you there?

00:04:05.440 Are you there?

00:04:06.360 Actually offer value.

00:04:08.000 Hey, I noticed you posted this.

00:04:09.520 Did you see this?

00:04:10.620 Hey, we're doing this.

00:04:11.820 Did you wanna come?

00:04:12.700 The cool part about using a tool that automates this

00:04:14.900 is that humans will 100% forget to follow up.

00:04:17.740 but ai doesn't it can be smart it can monitor it can escalate and it can have your team approve

00:04:23.340 all those follow-ups for you so it still has a human in the loop and look oftentimes people are

00:04:27.980 like but i don't understand the whole process for selling over chat or social media so i want to

00:04:32.860 give you my internal playbook it's got everything the exact flow the nine steps exactly how to deal

00:04:38.140 with objections it is my gift to you and it is based off of literally selling tens of millions

00:04:42.860 of dollars of software over chat so if you want a copy just click the first link in the description

00:04:47.500 below or scan the qr code on the screen so now that we've created a bunch more leads because you

00:04:51.900 have a lot of people that are following up and calling and your business is getting busy now

00:04:55.820 we have to fix the qualifying part so we don't clog up the sales process automation number two

00:05:00.540 the lead capture and qualifying a chat does not mean it's a lead it's the beginning of a

00:05:06.220 conversation when i look at the number one constraint across all my companies it's usually

00:05:10.460 lead qualifying all those companies that have gone way past a million dollars are able to

00:05:14.780 automate their lead gen the way i just shared with you and then qualify them using ai building

00:05:19.660 a million dollar business doesn't take a huge team anymore it takes the right ai automations

00:05:24.620 so if you want to capture leads and qualify them using ai here's how you do it the first thing we

00:05:29.820 need to do is choose some kind of ai voice agent to essentially do the call to qualify the potential

00:05:35.340 lead i use a product called your atlas.com it's one of my portfolio companies at martel ventures

00:05:39.820 but it is really cool you can literally go to their website right now and have it

00:05:43.580 call you to demo it yourself i'll have all the tools i mentioned today listed below in the

00:05:47.820 description so just expand that and click it to try it out what atlas does is that it sits in

00:05:52.620 between the lead capture and the qualifying steps so if you have people calling your business it'll

00:05:57.340 take those phone calls if you have people filling out lead capture forms through your ads or your

00:06:01.740 social media or your chat you're asking somebody for a phone number to have a call it can then

00:06:05.900 take that and call them to then ask them qualifying questions to see if they're even the right fit or

00:06:11.420 ready to buy from you. I remember I was showing this to my father-in-law and I was like, hey,

00:06:16.280 check out this new technology we built. And he's like, well, who's that lady? And I said, well,

00:06:20.300 that's AI. He's like, well, you were talking to her. I said, I know that's AI. And it broke his

00:06:25.180 brain. That's the power of how good it can be. It sounds like a real person asking real questions

00:06:30.780 and then guiding the person to the next step. It may be buying from you, or it could be recommending

00:06:34.960 somebody else. You can set it up the way you want to. The next step is you got to give that tool

00:06:39.380 access to your lead so you can automate the whole workflow. So a lot of people have some kind of

00:06:44.020 lead capture tool, like a CRM solution, like a HubSpot or a Salesforce or go high level,

00:06:48.680 then the tools should integrate with that. So when the lead comes in and it has a phone number,

00:06:53.800 it can actually call them. I remember one time we were doing a bunch of lead generation with ads

00:06:58.220 and the phone numbers weren't formatted properly. And somebody was struggling on the team to try to

00:07:02.160 like figure that out because it wasn't allowing the dialer where they were calling the automation

00:07:06.400 to actually kick off.

00:07:07.660 And they were like,

00:07:08.480 I don't know how we fix the data problem.

00:07:09.940 I'm like, hmm, how about we use AI?

00:07:12.760 So all of a sudden,

00:07:13.520 he just took the information

00:07:14.520 that was being submitted,

00:07:15.500 sent it over AI.

00:07:16.460 It says, using this information,

00:07:17.820 reformat the phone number

00:07:18.900 so that it can be called through automation.

00:07:21.080 The AI knew how to do that

00:07:22.340 and then gave us back the phone number

00:07:24.020 with the area code and the country code

00:07:25.620 formatted perfectly

00:07:26.900 so the call would go through every time.

00:07:29.240 AI can solve a lot of your problems.

00:07:31.360 And that's why you want to give

00:07:32.640 the tool access to your CRM.

00:07:34.840 Third is once you've done that, run the automation in tandem with an existing human employee so you

00:07:40.940 can see the results. I would not just set it and forget it. You want to essentially say, okay,

00:07:45.780 for every call that comes in, it's going to go, one's going to go to the AI, the other one's

00:07:49.260 going to go to the person. One's going to go to the AI, one's going to go to the person. And then

00:07:52.360 you compare the results. Fourth and finally, make sure to measure your success and tweak as needed.

00:07:57.760 The truth is, is AI is so powerful. Sometimes the first time you implement it, it doesn't work

00:08:02.480 exactly the way you want it. So you will have to tweak it and configure it. This solution is crazy

00:08:07.520 powerful. I remember I had a client that had way too many leads, which is a beautiful problem to

00:08:11.020 have. I think he had like six weeks of his sales calendar absolutely maxed out. And I was like,

00:08:16.080 bro, why don't you just have the AI call and ask one simple question? The question was, how much

00:08:21.440 are you spending on Facebook ads per month? Once the AI could ask that question, figure that out,

00:08:26.480 it could then respond by canceling the call and redirecting the person to a different solution,

00:08:31.380 to different information.

00:08:32.340 It wasn't a good fit for their company.

00:08:34.380 That freed up those six weeks, brought it down to two,

00:08:37.040 but those two weeks of calls close at 50%.

00:08:39.700 I would rather have less calls that are actually qualified

00:08:42.480 than just stay really busy talking to people

00:08:44.640 that would never buy from me anyway.

00:08:46.120 So now you've got a ton of leads.

00:08:47.960 You've qualified them.

00:08:49.180 You've sold them.

00:08:49.900 Now we have to deliver with AI,

00:08:51.980 which brings us to automation number three,

00:08:53.820 delivery and support.

00:08:54.980 Speed is the key in onboarding.

00:08:57.040 If somebody becomes a customer and they buy,

00:08:59.060 I wanna get them a result as fast as possible.

00:09:02.300 Clients just don't want access, they want progress.

00:09:05.840 And AI can help you do that at a record pace.

00:09:08.560 The truth is, if you can get them wins in their life

00:09:11.680 this week, they'll stick, they'll refer people,

00:09:15.260 they'll upgrade within your business, and they won't leave.

00:09:18.460 That's why you wanna use AI to increase the speed to value.

00:09:21.900 It reminds me of a client I was working with

00:09:23.500 that was having a churn issue,

00:09:25.400 and we just took the AI

00:09:26.640 and really built a simple automation.

00:09:29.060 he noticed that all the customers that got a win within the first week stuck around for six months

00:09:33.620 the ones that didn't get a win in the first week they usually turned after like 30 days like 80

00:09:38.500 of the people left so all we did is in the onboarding there was a call that asked them

00:09:42.900 what's the fastest smallest win we can create for you and had them answer it then the ai took that

00:09:48.820 answer and actually built the solution to solve that problem to get them value he automated this

00:09:53.540 whole freaking setup within 60 days churn dropped by half and referrals doubled why because all the

00:09:59.460 clients felt progress instantly the faster the customer wins the longer they stay so if you want

00:10:05.380 to build this for yourself here's how you do it first thing is we have to set up a trigger in your

00:10:10.020 onboarding when a client is signed it triggers something maybe it's when the payment happens

00:10:14.340 you can use your automation software to monitor that the moment that happens you want to fire

00:10:19.220 a workflow we use n8n as an automation software but a lot of people use make.com or zapier the

00:10:26.180 second step is you got to give access to your automation software so it automatically adds them

00:10:30.980 to the right places at the right time so if the transaction happens in the payment then you might

00:10:36.220 want to add them to your customer community you might want to give them access to their project

00:10:40.040 folder you might even want to send them a calendar link to book in an initial kickoff call with

00:10:44.520 somebody on your team.

00:10:45.520 All of this eliminates all human delay

00:10:48.120 and requires no person involved.

00:10:49.660 The third is you wanna get them that instant win.

00:10:52.560 Talk to the customers that love you and just ask them,

00:10:54.940 what is it about the way we showed up

00:10:56.660 when you first became a customer

00:10:58.080 or things that we've done in your life

00:10:59.580 that you found really valuable

00:11:01.200 that you can give us as feedback

00:11:02.800 because if you can get that from them,

00:11:05.100 they'll tell you what to front load in that experience.

00:11:08.140 It is so crazy how you can get people wins

00:11:11.140 that look like massive effort today

00:11:13.280 that requires zero of your time.

00:11:15.660 And then the fourth is you use that automation

00:11:18.120 to do what's called smart nudges.

00:11:19.820 If you think about it,

00:11:20.660 there's certain steps that you expect your customer to do

00:11:23.040 that if they don't do,

00:11:24.160 would tell you that maybe they're not engaged.

00:11:26.460 Maybe they haven't logged into your portal in 72 hours,

00:11:29.240 or maybe they haven't clicked the link

00:11:30.760 to schedule their first call,

00:11:32.140 or maybe they haven't replied to an email.

00:11:34.840 You can use AI to automate and monitor all these things

00:11:38.180 in real time and then send smart personalized nudges

00:11:42.060 using SMS and email, even a phone call

00:11:45.240 to get the person re-engaged.

00:11:46.840 The fifth step is conversion triggers.

00:11:48.860 I like to think about where are the times

00:11:51.400 in a customer experience that I might trigger a message

00:11:54.460 that would get them to upsell or extend or buy more.

00:11:58.120 This one is where you're gonna make a million

00:12:00.060 in your business, no problem,

00:12:02.100 because it's easier to sell something

00:12:03.840 to an existing customer than then sell a new customer.

00:12:06.340 So if you sell a home to somebody,

00:12:08.340 maybe three months before they're ready to move in,

00:12:11.160 you send them an offer talking about lawn care

00:12:14.000 and maintenance.

00:12:14.840 You wanna figure out what are the other services

00:12:16.700 that you have that you can help them with.

00:12:18.580 Use AI to look at the timeline

00:12:20.500 and what messages they've sent

00:12:21.960 to then properly position that specific offer to them.

00:12:25.440 I'm not talking about just like an automated trigger.

00:12:28.120 I'm literally talking about customized proposals

00:12:31.280 to people at the right time.

00:12:32.780 So now the delivery, super smooth.

00:12:35.280 But if you wanna make an extra million easily using AI,

00:12:38.160 you need to protect your cash

00:12:39.900 so you can actually get that million

00:12:41.440 to work for you even faster.

00:12:43.140 Which brings us to automation number four, financial system.

00:12:46.720 This one makes me laugh

00:12:48.080 because most pain in business starts by blind spots,

00:12:51.540 meaning they don't have all the data.

00:12:53.700 The entrepreneur is trying to build a business,

00:12:55.540 but they don't actually know where their money's going

00:12:57.640 because they're like running it off the cash in the bank.

00:13:00.140 If you actually wanna get to a million

00:13:02.080 of new revenue using AI,

00:13:03.840 you're gonna need to pay attention to your money

00:13:05.820 in a completely different way.

00:13:07.300 My philosophy is that if I can see the flow of cash daily,

00:13:10.240 then I can fix it weekly.

00:13:12.220 If I'm only getting a report once a month,

00:13:14.240 I can maybe fix it every six weeks.

00:13:16.440 Most people wait till the end of the year

00:13:18.680 to get a report from their accountant

00:13:20.240 and decide to go for a drink,

00:13:21.560 either drinking because they're celebrating,

00:13:23.180 they're drinking because they didn't have a good year.

00:13:24.860 That is not the way to run a business.

00:13:26.660 In all of my companies at Martell Ventures,

00:13:28.620 we've gotten all the financial processes automated, 92%.

00:13:33.540 My head of finance literally spends most of his time

00:13:36.340 in the automation tools, building the machine

00:13:39.240 that runs the machine, not working in it.

00:13:41.960 I wanna talk to you about how you can do this today

00:13:44.420 using AI.

00:13:45.440 See, what you measure, you can multiply.

00:13:48.400 So if you measure the money, you can multiply the money.

00:13:50.600 Most people don't pay attention to the money

00:13:52.100 and then they wonder why they don't have more money.

00:13:53.940 So if you wanna automate your whole financial system,

00:13:56.600 this is what it looks like.

00:13:57.520 The first thing, you gotta connect.

00:13:59.280 Connect the financial data.

00:14:00.880 Where is it?

00:14:01.560 Does it sit in your email?

00:14:02.800 Does it sit in SMS?

00:14:04.060 Does it sit in Slack?

00:14:05.020 and what's cool is you can use the ai to automate this new vendor comes on board they fill out a

00:14:10.140 form and then you could call them using voice ai to then say here's how we do payments and here's

00:14:14.940 how you get expected and this is where you submit your invoices and we're going to pay on this time

00:14:18.540 and if you have any questions you call this number and that number is tied to the ai that knows the

00:14:22.780 back-end system that can answer the questions to free up your team's time finance for sure should

00:14:27.340 be the most automated part using ai in every business because it has the most direct rules

00:14:32.620 is defined by the accounting people.

00:14:34.740 The second part is to build the automations.

00:14:37.000 And the key is, is use the tools that make the most sense.

00:14:40.140 I use N8N, it's a bit more technical,

00:14:42.380 but you can use make.com

00:14:43.780 because it might be a lot simpler for you,

00:14:45.520 but both will do the job.

00:14:46.980 The key is, is don't just solve a problem

00:14:48.880 because it exists, solve the right problem

00:14:50.900 that's gonna save you the most time.

00:14:52.140 That's using the theory of constraints.

00:14:54.420 So for example, you wanna focus

00:14:56.480 on automating weekly expenses first,

00:14:58.900 not yearly tax reporting.

00:15:00.660 Then third, once we clean up the financial data using AI

00:15:03.780 and get the workflow going,

00:15:05.160 we wanna try to find the insights from the data

00:15:07.880 using these AI products.

00:15:09.420 So we use hellofrank.ai,

00:15:11.660 which tells us exactly how our money's flowing

00:15:14.080 through the business.

00:15:15.180 All my clients are using this to get a daily cash email

00:15:18.560 so they can understand their cash position,

00:15:20.640 what's coming up, what's spent, what money's going out.

00:15:23.180 And that's just one way that they can interact using AI

00:15:26.060 because Frank lets you chat and talk

00:15:28.040 and act like a fricking CFO for a fraction of the cost.

00:15:31.320 The fourth is you wanna identify a metric

00:15:33.800 that drives your business and then create a dashboard.

00:15:36.700 Again, many of these tools will do it

00:15:38.200 like data box or precision.co that you monitor in real time.

00:15:43.020 See using AI, it can do a lot of like analysis and capture

00:15:46.820 and then put it into a dashboard

00:15:48.320 where you're making decisions

00:15:49.940 based on real information in real time.

00:15:52.040 That's why AI is changing the game

00:15:53.880 when it comes to financial operations.

00:15:55.980 For example, at Martell Ventures,

00:15:57.640 We have one core metric, okay?

00:15:59.420 It's our North Star metric,

00:16:00.680 which is dollars deployed to enterprise value created.

00:16:04.340 Because we build companies and we invest in those companies

00:16:07.320 and we're trying to increase our enterprise value,

00:16:09.320 which is equity ownership in these technologies,

00:16:12.080 that's the number.

00:16:13.140 There's a bunch of other data points

00:16:14.880 that go into that report and we track those,

00:16:17.900 but AI automates the whole thing.

00:16:19.860 So that way my head of finance is not sitting there

00:16:24.400 copy pasting into spreadsheets.

00:16:26.200 Like I know, if you're a financial person,

00:16:27.860 I know what you do.

00:16:28.700 I know you're on Excel. 0.98

00:16:29.920 You're on a freaking IBM laptop. 0.91

00:16:31.400 I don't know why. 0.98

00:16:32.240 And you don't like to talk to people a whole lot.

00:16:33.800 I know where you live.

00:16:34.660 Truth is, if you do this,

00:16:36.440 making a million in your business

00:16:38.060 will not just be possible, it will be easy.

00:16:41.320 I have dedicated my life to the idea of buying back your time.

00:16:45.060 It's why I wrote a book on it.

00:16:46.800 AI, automation, in your business,

00:16:49.580 more than anything else I could teach you,

00:16:51.560 will allow you to do that.

00:16:53.460 Instead of you spending all your time in the business,

00:16:56.160 doing, doing, doing the work.

00:16:57.600 I want you out there with your family, with your friends,

00:17:00.740 having the time to be creative, to solve problems.

00:17:03.300 And that is what AI has enabled us to do.

00:17:05.540 Do not sleep on this.

00:17:07.280 These aren't nice to haves.

00:17:08.700 These are must haves.

00:17:09.780 Please pick one and dedicate to it.

00:17:12.220 You've done harder things.

00:17:13.540 You've built the business to this point.

00:17:15.540 Trust me, this is easier than what you've gone through.

00:17:18.420 Don't pretend like it's harder than it is.

00:17:20.620 Just make a decision today to go all in.

00:17:23.920 And again, as a reminder,

00:17:25.480 if you want access to my internal sell-by chat playbook,

00:17:28.460 just click the link below in the description

00:17:29.840 or scan the QR code on the screen.

00:17:31.420 Now, those are automations that will make you money,

00:17:34.020 but if you wanna learn how to use ChatGPT

00:17:36.060 better than 99% of people out there,

00:17:38.260 click the video and I'll see you on the other side.

Dan Martell - November 29, 2025

These 4 AI Automations Will Make You $1M (With Zero Employees)

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