How do you onboard clients for an AR automation service?
I recommend doing a kickoff call right after receiving payment or closing the deal. On that call, your sole goal is to gain access to every account you’ll need for the service. It’s straightforward: just say, ‘Hey Pete, let’s get everything running for you.’ In my experience, the main hurdle with automation integration is two‑factor authentication and access requests. If you’ve worked with someone like this before, you know people constantly ask you to unlock accounts or set them up—which I dislike. Instead, I handle everything ahead of time on a brief 30‑minute call: we walk through signing up on each platform together, I get the necessary access, and after that we don’t need to talk again except for my daily updates you receive each morning. By the end of the call I’ll have all required platforms—say, platform one, two, and three. If occasional two‑factor authentication is needed later, it’s easy because I already have most access. From there, you’ll have full access to their accounts and never need to build anything on your device and transfer it over; I’ve already done everything directly in their accounts, so there’sno handoff. That’s my recommendation.
Sure. When a new client signs a contract and the invoice is paid, the first step is a kickoff call. In that call you thank them, clarify the problem you’ll solve, reiterate the value you’re delivering, and cover timelines, communication channels, account sign‑ups, and any two‑factor‑authentication requirements. You walk them through signing up for every platform you’ll use, making sure all 2FA is set up, and you aim to have every account, email, and password ready by the end of the call—ideally stored in a password manager like 1Password, LastPass or Dashlane. Then you invite the client to your communication hub (Slack, email, WhatsApp, etc.) and establish a cadence for updates, such as a brief status every couple of days. From there you proceed with the automation build. The client pays for everything: the automation platform (Make.com), any niche tools you use (Naden, PandaDo, Instantly, Mailfinder, ClickUp, Slack, Apollo/Amplify, etc.). Because you have affiliate partnerships with most of these services, you include your referral links, which typically give you a 3‑5 % margin, providing a small side‑income that continues even after the project is handed off.
I don't host it myself — I sell it as their intellectual property. Right after payment, we jump on a kickoff call where I have them sign up for the necessary platforms themselves rather than building on my own accounts and renting access to them — I want them to actually own the infrastructure, since it's their ideas, systems, and pipelines, and that way anyone can run/manage/improve it down the line even if things don't work out with me. Clients tend to respond well to that pitch. We sign up for the platforms together on the call (usually 10-15 minutes), I grab the credentials/API keys/2FA right then, and typically keep access for a few days to finish setup — that avoids me effectively holding their business hostage, which I don't want to be in a position to do. On maintainability: I offer a maintenance period, usually 1-2 weeks depending on system size, and lifetime maintenance if they're on a retainer — framed around 'peace of mind': a 99% uptime SLA, 24-hour fixes if something breaks, plus extras like builds, meetings, daily Slack availability, and monthly team training. That tends to be a strong sell.
I track clients in a ClickUp table that syncs from leads via automation. To hand over an AI voice automation, the simplest way is to have the client sign up under their own credentials and give you the username and password so you build directly in their workspace. If the platform lacks a built‑in transfer, you can swap the credit card on your account, have them pay, then change the email to theirs to transfer the account, and later set up your own separate account.
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The reason I do this is twofold. First, it makes handoffs really easy. If you're no longer working with someone on this thing, you can say, 'Hey, you have everything you need. Here's the documentation on projects I've already delivered. Good to go. Goodbye. I love you. See you never.' Second, when you get people to sign up to these platforms, you can use your own affiliate link, which adds 3 to 5% to your margins almost immediately. That's how I do it—I don't have them deal with API keys or anything; I handle it all myself.