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#334 · is n8n still worth learning in 2026?

youtube ↗Agency Operations

Can you please share the third-party tool for getting access to clients' accounts on the kickoff calls?

Third-party tool? You're assuming there's a third-party tool here. I want you to know there's no third-party tool. Oh no, my friends. I do not use a third-party tool for this sort of stuff. I will literally just say, 'All right, let's sign up to n8n. Could you walk me through—share your screen—and we will do it together?' They will literally sign up in front of me, and then I will get their username and their password, and boom. If they have any questions, I'm right there for them. It's kind of high friction, to be honest, which goes against a lot of what I say, and it's kind of annoying because some people are very technically averse, but it's honestly the best way of doing it. You're there with the client, you're a source of authority, you're walking them through things. If you have discount codes or referral codes, they can use them right there and feel like they're getting some sort of benefit out of working with you. You also get long-term MRR. Is there anything better? I don't know. I'm sure there's a better way of doing things; I just have yet to find it. To me, this is the best, and I've worked on hundreds of client projects by now.

client onboardingkickoff callsn8naccess

Related answers

youtube ↗Agency Operations

How do you handle client credentials and passwords for complex authentication processes?

I'll do what's called a kickoff call where I get them together with me for a 30 to 45 minute period. I'll guide them through signing up for all the software platforms I want them to use. Typically I have three or four software platforms they need to sign up for. Most of the time, if we're doing something email-related, I'll have them sign up for a new Google Workspace profile. If they've never used a no-code platform, I'll make them sign up using my affiliate code—often something like PandaDoc. So I pretty much define sign‑up procedures for this: I send them all the links in the chat, they click the buttons, create the account, and then I have them do it with email and password so I can get it immediately and verify sign‑in right there. The issue with two‑factor authentication for most services is that people sign up using Google, which forces them through Google’s TFA system—a pain. If you get username‑password credentials, just add them to a password manager like 1Password, LastPass, or Dashlane; that eliminates a large portion of that issue. For the Google stuff, I typically log in using a software platform called Multi‑Login (multilogin). It’s great because you basically have to store the exact same credentials. Essentially this lets you set up dedicated browser profiles using residential and data‑center proxies so you can consistently log in with a static IP—the same IP address every time—minimizing the number of re‑authentications you need. Yeah, I use this for Google stuff from time to time; I don’t always use it, but that’s how I solve that problem. Hope that makes sense. If you guys have any more questions, feel free to drop them in the daily updates channel. Obviously this incentivizes my channel to grow because I get more engagement, and I can answer questions I get on this channel for the foreseeable future until it becomes unreasonable to do so.

client credentialspassword managementkickoff callmulti-login
youtube ↗Agency Operations

How do you fulfill client work? Do you send them a template and guide, or do you do something else?

I recommend getting on a kickoff call with the client. Walk them through signing up for every platform you’ll need, then have them give you their usernames, passwords, and any credentials—doing two‑factor authentication live if required. Log in to confirm access, and then perform the work directly in their account. No templates or handoffs are needed; you complete 100% of the work there.

kickoff callclient credentialsfulfillment
youtube ↗Client Acquisition

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.

client onboardingar automationservice
youtube ↗Pricing

Nick, truly appreciate the value from your videos. I want to know how you'd set up the API keys, password, and payment methods when onboarding clients for a new project. Would you set the tools up yourself from your account, but for them, and then you charge them a monthly return? Do you set it up from their account, use their passwords, etc.? So, the billing and the data goes directly to them. I have the billing and the data and everything go directly through them, and then they just share me their username, password, email, everything that I need in order to access the account. So the account is doiciled on them if that makes sense.

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.

api keyspayment methodsonboardingaffiliate