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My recent client is an Australian printing firm.
They already had clients coming in.
The problem was what happened after the agreement.
When a client agrees to payment terms, every delay matters.
A payment process that sits waiting for someone to follow up can slow down the entire client journey. And when clients experience unnecessary delays, it can affect more than cash flow. It can affect their confidence in the business.
So I built an Agreed Payment System in Make.com designed around the client journey.
The goal wasn’t simply to automate emails.
It was to create a process that keeps agreed payments moving, keeps communication consistent, and reduces the amount of manual follow-up required from the team.
The workflow takes the agreed payment process and routes it through the appropriate steps, conditions, and Gmail communications.
The system helps keep the process moving.
And this is where my background in sales development and client retention comes into the automation work.
I don’t look at automation as:
Trigger → Action → Done.
I look at it as:
Lead → Sale → Client → Experience → Retention → Repeat business.
Because getting a client is only part of the job.
You also need systems that make it easy for that client to keep doing business with you.
Sales development + client retention + workflow automation.
That’s the intersection I build around.
@Sam Emilia Otoabasi Routing agreed payment terms through Make.com conditions and Gmail follow-ups makes sense. Did you include an escalation path for overdue payments or failed sends?
Yes, I did. I built an escalation path into the workflow as well.
So if a payment becomes overdue or something goes wrong with the communication the workflow routes to the next step
The handoff after a client agrees to terms is where many service businesses leak cash flow. Automating follow-up there is a practical B2B wedge because it ties the workflow directly to revenue.
Exactly. That’s the part I was trying to solve.
Once a client says yes, I don’t want the process to depend on someone remembering to follow up. I wanted the workflow to keep things moving
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⚡ Automation Isn't the Hard Part. Knowing What to Automate Is.
Everyone talks about AI, n8n, Make, Zapier, and no-code automation. But there's a step people often skip:
What should actually be automated?
Not every manual task needs automation.
Sometimes the workflow is already too complicated.
Sometimes the process changes every week.
Sometimes automating a bad process just makes the bad process faster. 😅
Before building an automation, I like to ask
→ 📈 Does it happen often enough to matter?
→ ⏱️ Is it wasting meaningful time?
→ ⚠️ Does manual work create mistakes?
→ 🚀 Will automation actually improve the workflow?
Only after understanding the workflow should you choose the right solution — whether that's automation, AI, or simply a smarter process.
Don't automate everything.
Automate what shouldn't require a human.
What's one process in your work that you think is ready for automation? 👇
#DigitalTransformation #FutureOfWork #Startups #Entrepreneurship #BusinessGrowth #TechInnovation #SaaS #Freelancing
Good criteria set. One more that has earned me a lot: error cost. Automate the tasks where a missed step is expensive — lead follow-ups within a response window, data that gets entered twice — even if they're not the highest-volume ones, because the ROI shows up as fewer...
3 Business Tasks You Should Automate Today
Not every business task needs to be done manually.
Start with these 3:
1. Lead follow-ups
Automatically remind your team when a lead needs attention.
2. Appointment reminders
Reduce missed appointments with automated reminders.
3. Client onboarding
Automatically send forms, emails, tasks, and notifications when a new client comes in.
Smart automation saves time, reduces repetitive work, and helps your business stay organized.
Work smarter. Automate what you can.
#CRM #Automation #HubSpot #BusinessAutomation #Productivity
People don’t like to wait for your customer support system.
It shows that you don’t care enough for your users.
Introducing Assistia, a template for AI customer service automation platforms.
Designed specifically for SaaS companies.
It’ll reduce response times and cut support costs by up to 70%.
With its visual storytelling and social proof sections, strategic CTAs, and mobile-first design,
You can launch your website fast.
Check the comments for the links.
