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Nico Hartwell just automated his entire sales process for 30 days using Make.com and ClickUp. The results? His CRM now handles everything from lead capture to meeting booking without him touching a single form. But here's the kicker: this exact system is what consultants are charging $5,000 to $10,000 to build for other businesses.
🎯 What You'll Learn: • How to build a 5-stage automated sales pipeline that cuts manual data entry by 85% • Why ClickUp beats traditional CRMs for automation (and costs way less) • The exact Make.com workflows that turn messy lead data into organized deal tracking • How this setup could become your next $10K service offering
👤 Perfect for: business owners drowning in manual sales tasks and consultants looking for their next high-value service.
📍 Chapters: [00:00] Nico's 30-day automation experiment begins [02:15] Why most CRM automations fail (and what actually works) [04:30] Building the intake system that never sleeps [06:45] Meeting booking automation that feels human [08:30] The ClickUp setup that replaces expensive CRM software [10:15] Turning this into a $5K-$10K consulting service [11:30] Real numbers: time saved, accuracy gained
The best part? You don't need to be a tech wizard to build this. Nico breaks down every step, shows you the exact templates, and explains why this approach works when others don't.
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🔍 Topics: CRM automation, Make.com, sales process, ClickUp, business automation
More episodes available at The Value Engine
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