Dan Martell - November 29, 2025


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


Episode Stats


Length

17 minutes

Words per minute

219.13388

Word count

3,871

Sentence count

186

Harmful content

Toxicity

3

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Summary

Summaries generated with gmurro/bart-large-finetuned-filtered-spotify-podcast-summ .

In this episode of the epsiode, I talk about how to automate your business using artificial intelligence (AI) to make a million dollars without hiring any more employees. This is not just some chatGPT tutorial, these are the actual automations that I've used and built into dozens of my companies to be more productive and stay ahead of the competition.

Transcript

Transcript generated with Whisper (turbo).
Toxicity classifications generated with s-nlp/roberta_toxicity_classifier .
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.