Make.com Automation Customer Onboarding 🫤

Hey everyone!

I’ve recently closed a few deals where I’ve sold Make.com automation solutions, and I’m looking for some best practices on how to effectively onboard these new customers. Specifically, I’d love to hear your strategies for:

• Getting customers to link their accounts and integrate their systems with Make.com.

• Managing the automation workflows – do you run everything through your own Make.com account, or do you set it up under the customer’s account?

• Making the onboarding process as seamless as possible to avoid any confusion or delays.

Any tips, resources, or processes you follow would be super helpful! 🙏

Looking forward to your insights!

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