How to Sell Automation Services With Make.com
If you build automations with make.com, learning how to sell those solutions is just as important as creating them. This how-to guide shows you, step by step, how to present, position, and sell automation projects based on the real-world sales approaches shared in the official success series.
Use this article as a practical playbook you can follow before calls, during demos, and after meetings to turn conversations into signed automation deals.
Step 1: Understand What Make.com Really Sells
You are not only selling software or scenarios built in make.com. You are selling outcomes: time saved, errors reduced, and revenue increased. Before you talk to a prospect, clarify three core elements.
Define outcomes powered by Make.com
List business results that your automations can deliver. Examples include:
- Shorter lead response times
- More consistent follow-up with prospects
- Fewer manual data entry tasks
- Better visibility across tools like CRMs and support platforms
Frame make.com as the engine behind these outcomes, not as the main topic of your sales conversation.
Know where Make.com fits in the tech stack
Prospects will often ask how your solution connects with their existing systems. Prepare clear explanations of how make.com integrates with:
- CRMs and marketing tools
- Support and ticketing platforms
- Spreadsheets and databases
- Communication tools like email and chat
This gives you confidence when conversations become technical and helps non-technical buyers understand the value.
Step 2: Research Your Prospect Before the Call
Strong discovery begins before you speak with anyone. Use simple pre-call research so you can position make.com automations as the answer to real, visible problems.
Identify signals of process pain
Review public information about the company:
- Job posts that mention manual work or tool chaos
- Reviews or comments that reference slow responses or missed follow-ups
- Rapid hiring in operations or support, suggesting scaling issues
Make a short list of likely bottlenecks where make.com scenarios could remove repetitive work.
Map possible Make.com use cases
Based on your research, sketch 2–3 potential make.com use cases, such as:
- Capturing leads from multiple channels into one CRM
- Routing support requests to the right team automatically
- Syncing invoices or orders between tools
You do not need final solutions yet. You only need enough ideas to ask focused questions.
Step 3: Run a Discovery Call That Leads to Automation
During your first conversation, guide the discussion from problems to outcomes. Use questions that reveal where make.com can create leverage.
Ask process-first, tool-second questions
Focus on how work happens today. For example:
- “Walk me through what happens after a new lead comes in.”
- “Where do you lose the most time in your current process?”
- “Which tasks feel repetitive or error-prone?”
Then connect their answers to potential make.com scenarios without going too deep into technical details.
Translate pain into an automation opportunity
Once you hear a clear pain point, follow this structure:
- Repeat the pain using their words.
- Quantify it: time lost, errors, or missed revenue.
- Describe how a make.com automation could remove that pain.
This keeps the conversation anchored on business value instead of features.
Step 4: Design a Simple Make.com Offer
After discovery, convert your ideas into a clear offer. Prospects need to understand what they are buying, when they will get it, and what success looks like.
Define your offer components
A strong services offer around make.com usually includes:
- Discovery and mapping of current workflows
- Design and build of core automations
- Testing and revisions
- Documentation and basic training
- Ongoing optimization or support options
Outline exactly what is included so there is no confusion during pricing discussions.
Use fixed-scope packages when possible
To make buying easier, consider turning your most common make.com solutions into packages. Examples:
- “Lead Capture and Routing Automation” – one channel to CRM, alerts to sales
- “Client Onboarding Automation” – templates, notifications, and internal tasks
- “Reporting Sync Automation” – unify key metrics into one dashboard
Packages reduce friction and speed up decision-making, especially for first-time automation buyers.
Step 5: Present Make.com Solutions With Stories
Stories turn abstract automations into concrete, relatable wins. Base your story structure on real examples shared in the official success stories.
Structure every Make.com case study
Use a simple three-part structure:
- Before: Describe the manual process, delays, or errors.
- After: Explain the new automated workflow powered by make.com.
- Result: Share measurable improvements (time saved, faster responses, more leads handled).
Adapt this structure to the prospect’s industry or role so the example feels familiar.
Use visuals when possible
When you demo make.com, avoid overwhelming prospects with complex scenarios. Instead:
- Show high-level scenario maps first
- Highlight key trigger and action steps only
- Explain what changes for the team day to day
Emphasize simplicity and reliability, not technical complexity.
Step 6: Handle Common Objections About Make.com
Most objections are about risk, budget, or complexity. Prepare concise responses that keep the focus on outcomes.
“We can do this manually for now.”
Respond by:
- Quantifying the cost of manual work per week or month
- Comparing that to a one-time or recurring investment in a make.com solution
- Highlighting the risk of errors from manual steps
Position automation as a way to unlock growth, not just save time.
“We already have many tools.”
Explain that make.com does not replace all tools. Instead, it:
- Connects existing tools into a cohesive system
- Reduces double data entry across platforms
- Makes current subscriptions more valuable
Prospects often welcome using their existing stack more efficiently instead of buying new apps.
Step 7: Close the Deal With a Clear Next Step
Do not end calls with vague promises. Every conversation should lead to a defined next action that moves the automation project forward.
Offer a low-friction starting point
Popular starting offers around make.com include:
- A paid workflow audit and roadmap
- A small proof-of-concept automation
- A fixed-price starter package
Each option reduces risk for the client while letting you prove value quickly.
Summarize value before sharing price
Before you talk about numbers, recap:
- The problems they described
- The outcomes your make.com solution will deliver
- The specific workflows you will automate first
Then share pricing, framed as an investment that returns time, consistency, and capacity.
Step 8: Systematize Your Make.com Sales Process
Once you have sold a few projects, turn your approach into a repeatable system, just like you do with your automations.
Create reusable Make.com scenarios as assets
Over time, you will notice patterns in what clients need. Turn successful setups into:
- Template scenarios you can clone and customize
- Checklists for building, testing, and documenting
- Standard operating procedures for delivery
These assets improve margins and consistency on every new make.com project.
Build a simple sales pipeline
Use any CRM or even a spreadsheet to track:
- New leads and referrals
- Discovery call outcomes
- Proposals sent and accepted
- Live and completed automation projects
This helps you forecast revenue and identify where prospects stall so you can refine your messaging.
Where to Learn More
To see actual stories and examples, review the official success article from the platform: success stories on make.com sales. You can also deepen your broader automation and business strategy skills with specialized consulting resources such as Consultevo.
By combining a clear sales process with repeatable automation assets, you can turn make.com expertise into a predictable, scalable services business.
Need Help With Make.com?
If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.