How Meeting Clients' Needs Landed Me a 5-Figure Automation Deal

In this rapid world, everyone is looking for opportunities to simplify their life or expedite the rudimentary work they do manually every day. This is where automation comes into play to solve those problems. Tech stacks like Puppeteer and Selenium are AMAZING tools to leverage and build a bot to automate any work.

But what's the point of having these skills if you’re not making any bread or bank? That’s exactly what I asked myself when I started working with my recent client. After several back-and-forth discussions, it became clear—if I could meet their needs and tailor a solution to their workflow, the deal was mine to seal.

This client had a unique challenge: they needed to manage multiple brokerage accounts seamlessly through automation. After several discussions and demos, I showed how a bot could save them time and money, streamlining processes across multiple brokerages using Puppeteer. But it wasn’t just about the tech. It was about understanding their workflow, addressing their concerns, and making sure the solution was scalable and easy to use.

Another key part of closing deals is understanding the value of your work and negotiating numbers—without being greedy. When I approached the pricing for this bot, I did my research first. I took the time to break down exactly what the client needed, the scale of the automation, and the long-term value it would bring to their business. From there, I documented everything—why each feature was necessary, how it would impact their workflow, and how the tech would save them time and money in the long run.

When it came time to present the quote, I made sure to clearly explain every aspect. I didn’t just throw a number out there—I justified it. And when the client wanted to negotiate, I was open to it. It’s important to remember that closing a deal isn’t about squeezing out the highest amount of money you can. It’s about finding a balance where both sides feel satisfied. You have to show the client the value they’re getting and be willing to meet them in the middle if needed.

That’s how I landed a 5-FIGURE recurring annual deal. In the end, it wasn’t just about building a bot—it was about delivering a solution that worked for them. Meeting the client's needs, knowing your worth, doing the research, and being transparent with your clients are what made it happen. This builds trust and sets the foundation for long-term relationships.

Now, who's ready to make the next big deal in automation?

2 comments

Wifi Life

skool.com/wifi-life

A community of developers & entrepreneurs that provides exclusive material to develop coding based side hustles, land high paying tech jobs, and more.

Leaderboard (30-day)