How I Scope Automation Projects In Make.com
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- เผยแพร่เมื่อ 29 ก.ย. 2024
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SUMMARY ⤵️
A lot of people have been asking me how I scope automation projects in Make.com (or otherwise), so I thought I'd record an in-depth video where I do it live. Note: client mentioned wanting to use PipeDrive but after looking at the Simpro API I decided it was sufficient.
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00:01 Scoping automation projects from start to finish with a four-step framework.
01:53 Consider the worth of the project before starting
05:08 Iterate through orders to find customer ID
06:48 Scope automation projects for general use with any platform or API
10:11 Efficiently scoping a project requires understanding the client's process and needs
11:50 Their software stack was limiting their potential for optimization.
14:58 Key steps for scoping automation projects
16:53 Automated extraction and parsing of lead emails for structured fields.
19:59 Implementing a procedural approach for data parsing
21:22 Streamlining the information gathering process using form watchers.
24:45 Scoping the automation project for Pandadoc API integration
26:47 Scoping out Simo and PandaDoc APIs for automation projects
30:10 Exploring different contact manipulation options in Make
31:45 Managing and linking contacts, customers, and leads in automation projects
35:48 Process of creating a lead and customer in Make
37:52 Simplified scoping of automation projects
42:34 Utilize leads as central tracking point for automation projects
44:29 Scope out proposal with pandadoc
47:35 Consider combining steps for simplicity
49:31 Implement continuous follow-up for leads without response.
53:26 Handling existing leads and new quotes efficiently.
55:52 Automating email sending and lead status updates
1:00:04 Managing complexity in scoping automation projects
1:01:29 Using make modules to check for compatibility with different platforms
1:04:21 Understanding and achieving the specific scope of automation projects
I’m not sure if it’s just me but around 16:00 you aren’t sharing your screen. Overall great info though.
Surely need to watch this again. The information is exactly what I needed!
This video couldn't have come at a better time.. your a life saver!
Hello Nick ! Thanks for the unmatched valuable content . Appreciate it , can we see an automation workflow for midjourney using make in the future ! that will be a banger :D
when you have questions that arise during the scoping phase, about specifics, that only the client can answer, how do you reach out? email, phone call? what's the preferred method to get your questions answered?
How much would you price a project like this for?
Hi Nick, brilliant as usual, when will your skool community be open again, I’m desperate to join and learn from you, Regards, Mick
Still full ☹️ but spots are opening this week! From there I anticipate a turnover of maybe one person every 3-4 days.
SIMPRO has a direct integration with Zapier, so it could be made easier just using Zapier as a middleman among the other apps they wanted, isn't it?
Absolutely. You can call a Zapier webhook and send the data there, then have Zapier do the heavy lifting for you. At the end of the Zapier flow, you could call a Make webhook and send the data back.
That hair is so cool...nice video..
Hi Nick, thank you for this incredibly valuable content.
I have a little question for you:
What do you think about hubspot CRM when creating automation and why do you use software like Cluckup or Monday and not Hubspot?
Appreciate the kind words Luke 🙏
ClickUp >>> HubSpot for small-midsized agencies imo. And that's my target market. I think if you start getting more enterprise, say ~$1M/mo, HubSpot begins being the right choice. But if you're small and lean ClickUp is the GOAT
@@nicksaraev thank you.
I asked that because I was going into crisis with all the features and automations that the HS starter kit offers and I wasn’t able to make a fair comparison with all other CRM platforms.
I think that would be very very helpful if you’d make videos where you analyze all the various platforms for each thing (eg CRMs, Call Bookings, Email Managements) in order to make a fair comparison and give us your advice of which are the best for creating flows and automations with make.
I don’t know it is a good idea or a stupid one but, at least for me, it would be a godsend, since the amount of different softwares around in the market it’s insane.
Thank you again Nick, I started to get passionate and create automation thanks to you and I really appreciate your work here on YT.
Aye! The Scoping For Rookies vid! Thanks Nick!
My pleasure man 🙏
Great video Nick!
"some janky ass platform... " lol! love this.
Perks of being sponsorless 😂
Much respect from Iraq 🇮🇶
Loyal subscriber here always the first comment and like 😂