I’m building an automation system for home service businesses that handles missed calls, SMS follow-ups, AI conversations, and bookings. I’m trying to figure out the best way to handle client setup for multiple accounts. Specifically: - Each client will need a Twilio number, OpenAI access, and possibly Google Cloud credentials. - Should clients create and pay for their own accounts, or is it better for me to manage accounts and bill them for usage? - How do you securely handle API keys / OAuth tokens for multiple clients without mixing data or workflows? - What’s a scalable way to onboard new clients so each setup stays isolated and functional? I really want to understand what communication should take place between you and a client. Should you go on meetings with certain employees or the owner to set up certain things, etc. Would love to hear how others structure this kind of setup efficiently.