How To Deliver Your AI Automation Project To Clients Like a PRO!
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How to Deliver Your n8n Project to Clients Like a PRO!
In this video, I'm sharing my complete, step-by-step service delivery process for my AI automation agency. This is the exact system I use for every client, from the moment the invoice is paid to the final project handoff, ensuring a professional experience that leads to case studies and upsells.
We'll cover:
The most important first step you MUST take before any work begins.
How to run the perfect Onboarding Call and what 3 things to establish.
The right way to get client software access (n8n, Make.com) so THEY own and pay for it.
How to give weekly progress updates that clients love.
The critical difference between "Build is Done" and "Internal Testing"
How to create professional video (Loom) and written (SOP) documentation for the client in minutes.
The exact script for your final "Delivery Email"—including how to ask for the final payment and set up the next upsell
Timestamps
00:00 - Intro
00:37 - Step 1
01:19 - Step 2
01:45 - Step 3
03:40 - Step 4
12:53 - Step 5
13:12 - Step 6
15:18 - Step 7
15:50 - Step 8
17:23 - Step 9
20:09 - Create Your SOPs
22:00 - Step 10
23:43 - Outro