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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.
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
How do you handle edge-case delays when Gmail API rate limits hit mid-collection sequence?
I make the workflow resumable rather than allowing the rate limit to break the collection sequence.
If Gmail hits a rate limit mid process, I catch the error, pause the affected operation, apply exponential backoff with jitter, and retry after the appropriate delay. That way,...
Can any extra client we will build and team work
also interested?
I’m not sure I understand your question
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