TripWorks + Polaris waiver automation: stop manual checks
TripWorks Polaris waiver automation reduces manual checks when TripWorks emails a generic waiver link. Use notifications, email parsing, and a dashboard.
Make AI Agents Webinar Playbook (with Make MDF co-marketing)
Make AI agents can be your fastest path to partner pipeline. Get a ready-to-run webinar format, live build script, and MDF-backed promotion plan.
TABLE OF CONTENTS
Your Make partnership just got an unfair advantage: Make AI agents + MDF.
If you’re a Make partner (or building services on top of Make), the fastest path to pipeline right now is a repeatable, industry-specific webinar where you demo 2–3 Make AI Agent use cases and live-build one.
In this post you’ll get a ready-to-run webinar format, a positioning script for Make AI Agents, and an MDF-backed promotion plan that turns one webinar into a month of consult calls.
What are Make AI Agents (and how to position them in client conversations)
Make AI Agents are best positioned as “automation that can decide,” not just automation that runs.
Use this simple positioning ladder:
- Automation: rules-based workflows (if X, then Y)
- AI-assisted automation: AI helps draft/extract/classify, but you still decide the next step
- Agentic automation: the system can plan/choose actions and execute across tools, with guardrails
When talking to clients, keep it practical:
- Start with a high-cost, high-frequency workflow (intake, lead follow-up, ticket triage, reporting)
- Name the decision the agent makes (what to do next, who to route to, what to ask for)
- Name the guardrails (approved actions, confidence thresholds, human review when uncertain)
The webinar that sells: the 45-minute “3 agents + 1 build” format
This is the repeatable format to run once per month per vertical.
Webinar title formula
Use: “3 Make AI Agents for [ROLE/INDUSTRY] + live build”
Examples:
- “3 Make AI Agents for Real Estate Teams + live build a lead follow-up agent”
- “3 Make AI Agents for Staffing Agencies + live build an intake & screening agent”
- “3 Make AI Agents for MSPs + live build a ticket triage agent”
Agenda (45 minutes)
- 3 minutes: The problem (manual ops + context switching)
- 7 minutes: “What an agent actually is” (1-slide explanation + guardrails)
- 20 minutes: 3 quick demos (6–7 minutes each)
- 12 minutes: Live-build one agent scenario (with a simple workflow)
- 3 minutes: CTA + offer
Demo selection rules (pick 2–3)
Choose demos that are:
- Easy to understand without your stack
- Clearly tied to revenue or time savings
- Safe to automate (clear inputs/outputs)
Suggested agent demos by vertical:
- Real estate: new lead qualification + follow-up scheduler
- Agencies: project update summary + client check-in generator
- E-commerce: returns triage + “where is my order” response drafting
- Ops/finance: invoice intake + coding suggestion + approval routing
The live build: a simple Make AI Agent workflow you can replicate
Keep the live build intentionally small.
Live build outline (12 minutes)
- Step 1: Intake trigger (form, webhook, email, CRM lead)
- Step 2: Agent prompt (decide: qualify + next action)
- Step 3: Action router (route to Slack, CRM, email, task)
- Step 4: Human-in-the-loop (approval step for low confidence)
Pro tip: if you also use Zapier, highlight how Make and Zapier differ in “agentic” use cases, then recommend the right tool for the audience’s level of complexity.
The MDF-backed promotion plan for partner-led webinars
Many partner programs use MDF as a reimbursement model: you pay for approved co-marketing expenses up front and get a portion reimbursed after you provide proof of execution.
Here’s a simple MDF-ready promotion plan for your next webinar:
2-week timeline
- Day -14: landing page + registration form + tracking
- Day -12: email #1 (announce) + partner co-branded social
- Day -9: paid ads start (LinkedIn + retargeting)
- Day -7: email #2 (value + agenda)
- Day -2: email #3 (reminder)
- Day 0: webinar + live CTA
- Day +1: replay email + consult CTA
- Day +3: “here’s the template” email (only after attending or booking)
What to submit for MDF approval
- The webinar abstract + target audience
- Co-branding plan (logos, landing page, ad creatives)
- Budget breakdown (ad spend, design, list rental if allowed)
- KPI targets (registrations, attendance rate, booked consults)
Budget (example)
- $1,500 paid ads
- $500 creative (landing page, ad creative)
- $500 list/partner newsletter placement (if allowed)
Turn one webinar into consult calls: the simple funnel
Use this funnel:
Webinar registration → webinar attendance → consult offer → booked call
The offer (keep it specific)
Offer a “Make AI Agents Opportunity Map”:
- 30-minute consult
- identify 3 agent-ready workflows
- outline effort/ROI and next steps
Common objections (and your short answers)
- “Agents are risky” → Guardrails + approvals + limited actions
- “We don’t have clean data” → Start with one workflow + one source of truth
- “We already have automations” → Great: agents sit on top to decide what to do next
Get help running your first Make AI agents webinar
If you want help designing the webinar, building the live demo, and turning MDF into booked consults, book a ZoomFlow session — we'll work through the agent build with you live and you'll leave with a reusable scenario.
Related Posts
How to Automate Zoho Desk Support Tickets with AI and Make
Learn how to use Make to automatically analyze incoming Zoho Desk tickets, generate AI-drafted responses from your knowledge base, and reduce agent workload.
AI Tools for Business Growth: Automate Outbound + Support
Discover how small teams use AI tools for business growth — automating outbound email and customer support workflows to grow pipeline without adding headcount.
