Zum Inhalt springen

How I Scope Automation Projects In Make.com

13.11.2026 · 1 Std. 11 Min.

Shownotes

GET THE WHIMSICAL HERE FOR FREE ⤵️
https://whimsical.com/how-to-scope-automation-projects-U37P9pak6vkeHw52Aakssk

Uploaded 18-06-24

Watch me build my $300K/mo business live with daily videos + strategy ⤵️
https://www.youtube.com/@nicksaraevdaily

JOIN MY AUTOMATION COMMUNITY and GET YOUR FIRST CUSTOMER, GUARANTEED 👑
https://www.skool.com/makerschool/about?ref=e525fc95e7c346999dcec8e0e870e55d

SUMMARY ⤵️
A lot of people have been asking me how I scope automation projects in Make.com (or otherwise), so I thought I'd record an in-depth video where I do it live. Note: client mentioned wanting to use PipeDrive but after looking at the Simpro API I decided it was sufficient.

WHAT TO WATCH NEXT 🍿
How I Hit $25K/Mo Selling Automation: https://youtube.com/watch?v=T7qAiuWDwLw
My $21K/Mo Make.com Proposal System: https://youtube.com/watch?v=UVLeX600irk
Generate Content Automatically With AI: https://youtube.com/watch?v=P2Y_DVW1TSQ

MY TOOLS, SOFTWARE DEALS and GEAR (some of these links give me kickbacks—thank you!)
🚀 INSTANTLY: https://instantly.ai/?via=nick-saraev
🧠 SMARTLEAD.AI: https://smartlead.ai/?via=nick-saraev
📧 ANYMAIL FINDER: https://anymailfinder.com/?via=nick
🚀 APOLLO.IO: https://get.apollo.io/bisgh2z5mxc1
👻 PHANTOMBUSTER: https://phantombuster.com/?deal=noah60
📄 PANDADOC: https://pandadoc.partnerlinks.io/ar44yghojibe
📝 TYPEFORM: https://typeform.cello.so/rM8vRjChpbp
✅ CLICKUP: https://clickup.pxf.io/4PQo61
📅 MONDAY.COM: https://try.monday.com/1ty9wtpsara2
📓 NOTION: https://affiliate.notion.so/3viwitl53eg7
🤖 APIFY: https://www.apify.com/?fpr=98rff
🛠️ MAKE: https://www.make.com/en/register?pc=nicksaraev
🚀 GOHIGHLEVEL: https://www.gohighlevel.com/30-day-trial?fp_ref=nicksaraev
📈 RIZE: https://rize.io/?via=LEFTCLICKAI (use promo code NICK)
🌐 WEBFLOW: https://try.webflow.com/e31xtgbyscm8
🃏 CARRD: https://try.carrd.co/myjz1yxp
💬 REPLY: https://get.reply.io/yszpkkqzkb8f
📨 MISSIVE: https://missiveapp.com/?ref_id=E3BEE459EB71
📄 PDF.CO: https://pdf.ai/?via=nick
🔥 FIREFLIES.AI: https://fireflies.ai/?fpr=nick33
🔍 DATAFORSEO: https://dataforseo.com/?aff=178012
🖼️ BANNERBEAR: https://www.bannerbear.com/?via=nick
🗣️ VAPI.AI: https://vapi.ai/?aff=nicksaraev
🤖 BOTPRESS: https://try.botpress.com/ygwdv3dcwetq
🤝 CLOSE: https://refer.close.com/r3ec5kps99cs
💬 MANYCHAT: https://manychat.partnerlinks.io/sxbxj12s1hcz
🛠️ SOFTR: https://softrplatformsgmbh.partnerlinks.io/gf1xliozt7tm
🌐 SITEGROUND: https://www.siteground.com/index.htm?afcode=ac0191f0a28399bc5ae396903640aea1
⏱️ TOGGL: https://toggl.com/?via=nick
📝 JOTFORM: https://link.jotform.com/nicksaraev-Dsl1CkHo1C
📊 FATHOM: https://usefathom.com/ref/YOHMXL
🛒 AMAZON: https://kit.co/nicksaraev/longform-automation-content-youtube-kit
📇 DROPCONTACT: https://www.dropcontact.com/?kfl_ln=leftclick
📸 GEAR KIT: https://link.nicksaraev.com/kit
🟩 UPWORK https://link.nicksaraev.com/upwork
🛑 TODOIST: https://get.todoist.io/62mhvgid6gh3
🧑💼 CONVERTKIT: https://partners.convertkit.com/lhq98iqntgjh

FOLLOW ME
✍🏻 My content writing agency: https://1secondcopy.com
🦾 My automation agency: https://leftclick.ai
🕊️ My Twitter/X: https://twitter.com/nicksaraev
🤙 My blog (followed by the founder of HubSpot!): https://nicksaraev.com

WHY ME?
If this is your first watch—hi, I’m Nick! TLDR: I spent five years building automated businesses with Make.com (most notably 1SecondCopy, a content company that hit 7 figures). Today a lot of people talk about automation, but I’ve noticed that very few have practical, real world success making money with it. So this channel is me chiming in and showing you what *real* systems that make *real* revenue look like!

Hopefully I can help you improve your business, and in doing so, the rest of your life :-)

Please like, subscribe, and leave me a comment if you have a specific request! Thanks.



Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Alle Folgen von Nick Saraev: Claude, Codex & AI Agents

Einstellungen

Darstellung

Sprache

Bestimmt, welche Sender dir auf der Startseite zuerst gezeigt werden.

Verlauf

Zuletzt gehörte Sender und Folgen und deine letzten Suchen liegen nur in diesem Browser.

Hinweise

Ein kurzer Hinweis, wenn ein Podcast, dem du folgst, eine neue Folge hat. Einzelne Podcasts stellst du über die Glocke auf ihrer Seite ab.

Konto

Favoriten speichern – in der App und auf der Website.

Tastenkürzel

/
Suche öffnen
Leertaste
Abspielen oder anhalten
← →
Im Player: 15 s zurück, 30 s vor (Folgen) · im Regal: nächste Kachel
↑ ↓
Im Regal: Ziel innerhalb der Kachel
Pos1 / Ende
Im Regal: erste bzw. letzte Kachel
Esc
Fenster oder Menü schließen
?
Diese Übersicht
Läuft gerade

Zur Senderseite

Als Nächstes

    Folgen mit „Als Nächstes“ vormerken – sie laufen nach der aktuellen Folge.