How to Manage an Automation Project (Account Set Up, Delivery, Etc)

In this vid I'll break down what you need to know in order to manage automation project logistics: like how to set up accounts to minimize killer issues (like 2FA), how to structure your service to easily upsell later on, and various techniques that I wish I knew when I first started doing consulting in the industry. WATCH ME BUILD MY $300K/mo BUSINESS LIVE WITH DAILY VIDEOS ⤵️    / @nicksaraevdaily   JOIN MY AUTOMATION COMMUNITY & GET YOUR FIRST CUSTOMER, GUARANTEED 👑 https://www.skool.com/makerschool/abo... 1-ON-1 PAID CONSULTING ⤵️ https://intro.co/nicksaraev NOTION DOC ⤵️ https://1secondcopy.notion.site/How-t... WHAT TO WATCH NEXT 🍿 How I Hit $25K/Mo Selling Automation:    • How I Hit $25,000/mo Selling Automation Se...   My $21K/Mo Make.com Proposal System:    • My $21K/m Proposal System in Make.com (Fre...   Generate Content Automatically With AI:    • This Simple Make.com Automation Generates ...   MY TOOLS, SOFTWARE DEALS & GEAR (some of these links give me kickbacks—thank you!) 🚀 INSTANTLY: https://instantly.ai/?via=nick-saraev 🧠 SMARTLEAD.AI: https://smartlead.ai/?via=nick-saraev 📧 ANYMAIL FINDER: https://anymailfinder.com/?via=nick 🚀 APOLLO.IO: https://get.apollo.io/bisgh2z5mxc1 👻 PHANTOMBUSTER: https://phantombuster.com/?deal=noah60 📄 PANDADOC: https://pandadoc.partnerlinks.io/ar44... 📝 TYPEFORM: https://typeform.cello.so/rM8vRjChpbp ✅ CLICKUP: https://clickup.pxf.io/4PQo61 📅 MONDAY.COM: https://try.monday.com/1ty9wtpsara2 📓 NOTION: https://affiliate.notion.so/3viwitl53eg7 🤖 APIFY: https://www.apify.com/?fpr=98rff 🛠️ MAKE: https://www.make.com/en/register?pc=n... 🚀 GOHIGHLEVEL: https://www.gohighlevel.com/30-day-tr... 📈 RIZE: https://rize.io/?via=LEFTCLICKAI (use promo code NICK) 🌐 WEBFLOW: https://try.webflow.com/e31xtgbyscm8 🃏 CARRD: https://try.carrd.co/myjz1yxp 💬 REPLY: https://get.reply.io/yszpkkqzkb8f 📨 MISSIVE: https://missiveapp.com/?ref_id=E3BEE4... 📄 PDF.CO: https://pdf.ai/?via=nick 🔥 FIREFLIES.AI: https://fireflies.ai/?fpr=nick33 🔍 DATAFORSEO: https://dataforseo.com/?aff=178012 🖼️ BANNERBEAR: https://www.bannerbear.com/?via=nick 🗣️ VAPI.AI: https://vapi.ai/?aff=nicksaraev 🤖 BOTPRESS: https://try.botpress.com/ygwdv3dcwetq 🤝 CLOSE: https://refer.close.com/r3ec5kps99cs 💬 MANYCHAT: https://manychat.partnerlinks.io/sxbx... 🛠️ SOFTR: https://softrplatformsgmbh.partnerlin... 🌐 SITEGROUND: https://www.siteground.com/index.htm?... ⏱️ TOGGL: https://toggl.com/?via=nick 📝 JOTFORM: https://link.jotform.com/nicksaraev-D... 📊 FATHOM: https://usefathom.com/ref/YOHMXL 🛒 AMAZON: https://kit.co/nicksaraev/longform-au... 📇 DROPCONTACT: https://www.dropcontact.com/?kfl_ln=l... 📸 GEAR KIT: https://link.nicksaraev.com/kit 🟩 UPWORK https://link.nicksaraev.com/upwork 🛑 TODOIST: https://get.todoist.io/62mhvgid6gh3 🧑💼 CONVERTKIT: https://partners.convertkit.com/lhq98... FOLLOW ME ✍🏻 My content writing agency: https://1secondcopy.com 🦾 My automation agency: https://leftclick.ai 🕊️ My Twitter/X:   / nicksaraev   🤙 My blog (followed by the founder of HubSpot!): https://nicksaraev.com WHY ME? If this is your first watch—hi, I’m Nick! TLDR: I spent five years building automated businesses with Make.com (most notably 1SecondCopy, a content company that hit 7 figures). Today a lot of people talk about automation, but I’ve noticed that very few have practical, real world success making money with it. So this channel is me chiming in and showing you what real systems that make real revenue look like! Hopefully I can help you improve your business, and in doing so, the rest of your life :-) Please like, subscribe, and leave me a comment if you have a specific request! Thanks.