How do you handle client credentials for automation workflows?

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.

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How do you handle client credentials for automation workflows?