11 Make.com Automations You NEED To Start Using Every Day (steal these)

Top 11 Make.com Scenarios for Daily Use

Introduction to Automation Workflows

• Jonno introduces his top 11 scenarios on make.com, emphasizing their efficiency in saving time and resources equivalent to hiring 30 full-time employees monthly.

• The overview will be quick, focusing on high-level insights rather than detailed builds; additional videos with step-by-step guides will be available.

• Viewers are encouraged to subscribe for more content and engage through comments for questions.

Scenario 1: Automating Lead Capture

• The first scenario automates lead capture from a website into a CRM, allowing immediate follow-up calls within 60 seconds, which can increase conversion rates by 391%.

• A webhook is set up to send form data (name, email, phone number) directly into the CRM (e.g., Go High Level).

• Automated text messages and emails can be sent immediately after form submission to engage potential clients quickly.

Scenario 2: Generating Contracts and Invoices

• The second scenario involves generating contracts and invoices using PandaDoc based on information collected during sales calls.

• Sales staff input client details (wedding date, location, etc.) into a form that triggers document generation workflows.

• The system automatically creates line items for pricing, discounts, and upsells based on the conversation with the client.

Scenario 3: Updating CRM Post-Sale Agreement

• After a client signs an agreement and makes payment, this workflow updates the CRM with relevant data reflecting any changes made during negotiations.

Workflow Automation for CRM and Recruitment

Streamlining Agreement Updates

• A workflow is established to automatically update the CRM with line items from agreements, ensuring accurate data entry.

• The process includes sending detailed calculations to a Google Sheet, which can be integrated into accounting software like QuickBooks via make.com.

• Although the workflow may seem mundane, it significantly reduces manual labor and time spent on repetitive tasks.

Enhancing Recruitment Processes

• The recruitment system handles approximately 4,000 applications monthly, automating communication through platforms like Indeed.

• Approval or rejection of candidates is simplified with checkmarks that trigger automatic emails and updates in the CRM.

• Additional features include automated skill tests for content writers or editors before interviews, streamlining candidate evaluation.

Efficient Candidate Management

• Changes in Google Sheets are monitored; any updates trigger actions based on candidate status (approved/rejected).

• This automation saves significant time daily for recruiters by managing multiple workflows seamlessly.

Lead Generation Automation

• A Yellow Pages scraper tool is utilized to gather leads efficiently without manual searching.

• The scraping process collects contact information from listings and websites to build a comprehensive lead database.

Value Proposition Through Content Delivery

• Generated content calendars offer high-value resources to potential clients as part of outreach efforts.

Lead Generation and Content Creation Strategies

The Power of Giving in Lead Generation

• Emphasizes the effectiveness of providing value without immediate expectation, creating a sense of indebtedness that can lead to hiring opportunities.

Generating Blog Posts with Automation

• Discusses using tools like Make.com for automating blog post creation, highlighting the role of keyword research through platforms like SEMrush.

• Suggests utilizing free alternatives such as Google Ads Keyword Planner for finding relevant keywords in specific niches, like plumbing.

• Recommends targeting keywords with high search volume (above 100) and low difficulty (below 20) to improve ranking chances on Google.

• Shares personal experience of achieving quick indexing on Google for unique blog topics, emphasizing the potential for rapid visibility.

• Describes a workflow involving Google Sheets to streamline content approval and generation processes.

Optimizing Blog Content

• Outlines steps to create engaging blog posts by adjusting tone and ensuring readability at a fifth-grade level to enhance audience comprehension.

• Stresses the importance of SEO optimization using AI tools before publishing content on platforms like WordPress.

Multi-platform Distribution Strategy

• Explains an automated process where approved blog posts are shared across various social media platforms, saving time and increasing reach.

Idea Generation from TikTok

• Introduces using Appify as a tool for scraping creative content ideas from TikTok, aiding in consistent content creation efforts.

Project Management with ClickUp

• Highlights ClickUp's utility in managing client projects effectively by tracking tasks, deadlines, and team assignments within marketing agencies.

Analytics Tracking for Marketing Success

Sales Tracking and Workflow Optimization

Importance of Sales Call Tracking

• The process begins with a sales call leading to contract signing and deposit payment, allowing for tracking various stages of the sales funnel.

• Key metrics include lead conversion rates, call conversion rates, and average deal sizes, which can be graphed for analysis.

• Tracking the sources of leads is crucial; understanding where leads come from helps in evaluating marketing effectiveness.

Analyzing Lead Quality and Source

• It’s essential to assess the quality score and average conversion rate of leads from different sources like Google Ads or SEO.

• Knowing when inquiries occur (days of the week and times of day) aids in scheduling sales teams effectively.

Utilizing CRM Data Effectively

• While CRMs store data, they may not always present it clearly; using workflows can enhance data visibility.

• A simple workflow can export paying customer data into a spreadsheet for easy access by team members.

Conclusion and Resources