Guides → 18 Make.com automations every consultant sets up for clients (free blueprints)
18 Make.com automations every consultant sets up for clients (free blueprints)
The small automations that come up with almost every client — leads, tasks, invoices, reports, reviews — each with a free Make blueprint, a 30-second video and what does not work in it.
If you build systems for clients, the same eighteen requests come back again and again: "I lose leads", "nobody follows up on quotes", "chasing invoices is awkward", "the client keeps asking what is going on". None of them needs a big platform. Each is three or four steps in Make, a Google Sheet, Gmail and a Telegram message.
Below is every one of them, grouped by the problem it solves. Each links to a page with the blueprint to import, the exact sheet columns, the steps, and — just as important — what does not work in it. Each page says whether its blueprint has been imported into our own Make account; a new one is marked unverified until it has.
Leads: stop losing the ones that already came in
Lead comes in → logged → alert. No hands.
A form on the client site sends a lead; it is logged and an alert reaches Telegram in seconds. The first automation every consultant sets up.
Returning lead → recognised → "second contact", not "new lead"
Before a lead is logged, the automation checks whether the phone is already in the log. If it is — the alert says "came back", and sales knows this is a second conversation.
Form arrives incomplete → an email asking for exactly what is missing
A lead without a phone, an order without an address: instead of someone chasing, one email lists the missing fields. The lead is logged either way, marked "incomplete".
A lead untouched for 7 days → an alert to the salesperson, not the client
Every morning, each open lead not updated for a week surfaces in one list: name, source, owner, days quiet. The lead gets nothing — the owner does.
Every Sunday: leads by source → one message with the change from last week
Website, Facebook, referral: how many leads each source brought this week, beside last week's number. One Telegram message that says where the money is working.
Sales: follow up without remembering to
Quote unanswered for 3 days → one follow-up, automatic
Every quote sent and unanswered within three days gets one short follow-up email, and the consultant gets an alert. Nothing to remember, nobody to chase.
New client → welcome email → onboarding checklist → alert
The moment a client signs, three things happen on their own: they get an email that says what comes next, an onboarding checklist opens, and the team is alerted.
Project closed → 7 days → a Google review request
A week after a project is marked "done", the client gets a personal email with a direct link to write a review. Once, at the right moment.
A meeting tomorrow → a reminder 24 hours ahead, with a "can't make it" link
Every morning, each of tomorrow's meetings in the sheet gets a reminder email with the time and a "can't make it" link. Whoever cannot come says so in advance, instead of not showing up.
Money: invoices that chase themselves, politely
Invoice past due → an automatic, polite reminder
Once a day it finds open invoices past their date and sends a reminder. The client no longer has to remember to chase.
Payment received → invoice marked "paid" → a thank-you to the client
The payment provider sends a webhook on payment; the invoice in the sheet is marked "paid" with the date, and the client gets a short confirmation. Payment reminders stop by themselves.
Work: one list instead of five apps
Labelled email → task in the log → reminder
Tag an email with one label and it becomes a task with a due date and an alert. One screen for everything that is waiting.
Every morning: what is due today → one message
At seven in the morning one Telegram message arrives with every task due today, by client. One screen to open the day, instead of five.
A task overdue by 3 days → an alert to the consultant, not the client
Overdue tasks do not disappear, they sink. Once a day, every open task 3 days late surfaces in one message — and whoever owns it sees it before the client asks.
Clients: answer "what is going on?" before they ask
Weekly report → Telegram, every Sunday at eight
The numbers the client asks about every week — leads, open tasks, invoices — reach them on their own, in one message, before they ask.
Every Thursday: project status → an email to the client, without writing it
One status line in a sheet becomes a tidy weekly email to the client. The consultant updates a word, the client gets an update. Nobody asks "what's happening".
On the 1st: the month's summary → an email to the client, without opening a sheet
How many leads came in, how many closed, how many invoices are open. Three numbers the client wants every month, in one email, on the 1st at eight in the morning.
"Remove me" email → marked → confirmation, within a minute
Whoever asks to stop receiving mail is marked in the list and gets a confirmation immediately. Not in two days when someone is free. Israel's spam law and the GDPR require exactly this.
Where to start
Start with the lead alert. It is the one clients feel in the first week, it touches the tools every other automation uses, and it shows you how the blueprints are built: a trigger, a row in a sheet, a message. Once it runs, the rest are variations.
New automations go out one a day on the Telegram channel and as Shorts on YouTube.
The file, the steps and what does not work — every morning in the channel. No spam, no sign-up.