Running Make as a service, Workflow Automation

Make Agency Implementation, Building Scalable Client Automations

Learn how to architect, deploy, and manage AI-powered workflows across client accounts using Make's visual builder and 3,000+ integrations. This course teaches agencies how to structure retainer automation services, use Make Grid for multi-client monitoring, and scale delivery by templating scenarios across marketing, sales, and operations workflows.

Open the decision record for Make

What does running Make for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$178.85/mo for Make Pro plan plus $0 setup
Time to first value
Medium setup complexity, days to first value
Payback
Break-even in Month 1 with first client at $537/mo (tool cost $178.85, profit $358.15)
Guided implementation
8 hours

Is Make worth running as a client service?

Make offers a strong opportunity for agencies to build recurring automation services, though the medium learning curve requires dedicated setup time. The 3,000+ integrations and AI agents enable high-value offerings with healthy margins.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Make paid plan (Pro at $178.85/mo or higher)
  • Client's CRM access (e.g., HubSpot, Salesforce)
  • Integration credentials for 3,000+ apps used by client
  • API key for OpenAI or other AI models for AI agent features

People and inputs

  • 2-3 days for initial onboarding and scenario building
  • Access to Make's template library (9,000+ pre-built scenarios)
  • Make's API documentation for custom integrations via webhooks

Included with the course

7 working documents for delivering this service.

  • Make Automation Audit Template for Client Discoveryworksheet
  • Retainer Pricing Model for Make-Based Automation Servicestemplate
  • Make Grid Monitoring and Troubleshooting SOPsop
  • AI Agent Workflow Architecture Checklistchecklist
  • Make Scenario Template Library Setup Guideguide
  • Client Onboarding Workflow for Make Deploymentssop
  • Make Teams Plan Collaboration and Access Control Worksheetworksheet

Listed by name. These documents are not yet published as individual downloads.