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4 contributions to Agency Service Scaling Kings👑
Client Onboarding Automation helped me massively streamline the process
Hi guys - Kept putting this off as it seemed like a massive task but took minutes to make a Client Onboarding Automation on Make.com, so thought I'd share and add some value. Quick run down of what it does: -Automatically logs new clients onto Google sheet (used Stripe as trigger as thats what I use but can be personalised) -Sends them a deeply personalised email I haven't input anything into the modules for this screenshot, as I'm just sharing the logic. Benefits: -Saves time on a manual task -Ensures new clients feel welcomed -Increases engagement and retention Hope instructions are clear, if not, feel free to give me a shout.
Client Onboarding Automation helped me massively streamline the process
Hey guys! I think this might be of some value, I'll let you know the results!
I've really been focusing on building out my leadflow lately. I’ve set up a system that scrapes Apollo for high-quality leads — I’m currently getting around 600 valid emails out of every 1,000 prospects. From there, I enrich each lead with profile data from socials and other sources. Then comes the fun part: using Make.com to auto-generate custom icebreakers for each lead. These aren’t generic openers — they’re deeply personalised based on the enriched data using ChatGPT. Once that’s done, everything flows into Instantly, where I run cold email campaigns firing out 400–650 emails a day, each one tailored, not spammy. Now doing some quick math: 500 emails/day at a 1.5% booking rate = 7–8 calls per day, 225/ calls a month. Lets give a 10% close rate on that with 500$ average deal value = 11,000$ with the cost of the system being under 1,000$. And the whole thing’s automated. I am thinking of some other ways I can smoothen this out with the calendar booking automations etc.... Really keen to hear other peoples ideas. Super excited to see where I can optimise and take this to the next level.If anyone else is building something similar, please let me know, I would love to speak to you and learn!
2 likes • Jun 7
@Thure Sander, I would be more than happy to! Still tweaking the system here and there but will definitely share a system I think would work for everyone in the community!
0 likes • Jun 10
@Euan Smith So far it's not been too expensive to set up, all in it's about $150-$200/Month and can be a bit annoying at first to set up but if you look at the potential ROI, scalability, and time saving I think it's definitely one of the best options out there. I'll definitely have a look at Erics youtube. But you could definitely achieve that level of personalisation - you can feed any data into chatGPT that you want to base the personalisation off of, you've just got to tune your prompts to make sure the outputs are consistent.
Hey guys new here......need some help with domain setup
I have a google admin connected to 1 main domain and 3 sub domains, each sub domain has 3 mailboxes as well (setting up for cold email outreach). However, In google admin for some reason my DKIM wont authenticate. I bought the domains off of name cheap and have tried re inserting the DNS host as well as the corresponding TXT record value but it doesn't seem to work..... Really want to scale my cold outreach! Any help would be much appreciated!
1 like • May 29
@Max Nagetusch Thanks Max, have used ChatGPT so far, trying something new, should hopefully work.
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291 members have voted
3 likes • May 28
Where are you from? - UK What are you working on? -Automation Agency What immediate help do you need? - Client acquisition --> looking to build my sales skills with looms.
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Bertie Ross
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@bertie-ross-1142
Synergaise - Software Consultants

Active 2h ago
Joined May 26, 2025
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