As a beginner, how do you go about building or delivering a system to a client on an automation platform?

He recommends a two‑step process: first, when you get the money, book a kickoff call; on that call, have the customer sign up directly to all the platforms you’ll use, capture their username and password, then proceed with the standard SOP (which is the same regardless of automation platform). He likes this because it’s simple and lets you also get the customer to sign up using your affiliate code. This eliminates the handoff problem—clients front‑load the work, you earn affiliate revenue, they retain full intellectual property, and you avoid any handoff. When delivering, you simply record a video walking the client through the system, explaining how to access it and providing any necessary links.