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 ⤵️ https://www.youtube.com/@nicksaraevdaily JOIN MY AUTOMATION COMMUNITY & GET YOUR FIRST CUSTOMER, GUARANTEED 👑 https://www.skool.com/makerschool/about 1-ON-1 PAID CONSULTING ⤵️ https://intro.co/nicksaraev NOTION DOC ⤵️ https://1secondcopy.notion.site/How-to-Manage-an-Automation-Project-Account-Set-Up-Logistics-Delivery-Etc-78faf1a66f31480ba92edea7b31bf421?pvs=4 WHAT TO WATCH NEXT 🍿 How I Hit $25K/Mo Selling Automation: https://youtube.com/watch?v=T7qAiuWDwLw My $21K/Mo Make.com Proposal System: https://youtube.com/watch?v=UVLeX600irk Generate Content Automatically With AI: https://youtube.com/watch?v=P2Y_DVW1TSQ 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/ar44yghojibe 📝 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=nicksaraev 🚀 GOHIGHLEVEL: https://www.gohighlevel.com/30-day-trial?fp_ref=nicksaraev 📈 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=E3BEE459EB71 📄 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/sxbxj12s1hcz 🛠️ SOFTR: https://softrplatformsgmbh.partnerlinks.io/gf1xliozt7tm 🌐 SITEGROUND: https://www.siteground.com/index.htm?afcode=ac0191f0a28399bc5ae396903640aea1 ⏱️ TOGGL: https://toggl.com/?via=nick 📝 JOTFORM: https://link.jotform.com/nicksaraev-Dsl1CkHo1C 📊 FATHOM: https://usefathom.com/ref/YOHMXL 🛒 AMAZON: https://kit.co/nicksaraev/longform-automation-content-youtube-kit 📇 DROPCONTACT: https://www.dropcontact.com/?kfl_ln=leftclick 📸 GEAR KIT: https://link.nicksaraev.com/kit 🟩 UPWORK https://link.nicksaraev.com/upwork 🛑 TODOIST: https://get.todoist.io/62mhvgid6gh3 🧑💼 CONVERTKIT: https://partners.convertkit.com/lhq98iqntgjh FOLLOW ME ✍🏻 My content writing agency: https://1secondcopy.com 🦾 My automation agency: https://leftclick.ai 🕊️ My Twitter/X: https://twitter.com/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.