Welcome: let's get you set up

Pay your deposit

If you haven't already, pay your deposit via the payment link in your Project Agreement email. Work begins once the payment is received.

Make a list of your tools

Write down every tool and platform you currently use, including tools you use rarely. Email providers, project management, website, invoicing, social media, storage. I'll need access to the relevant ones.

Create any new accounts needed

Your Project Agreement lists the tools we agreed on. If any are new to you, create a free account at each. Not sure how? Book the setup call and I'll do it with you.

Grant me access to n8n

Almost every project runs on n8n, so this one's near guaranteed. Go to Settings → Users → Invite, and add contact@svdonline.com with a role that lets me build and manage workflows (Admin or Owner, depending on your plan). This access is temporary: I remove it once your support period ends, or sooner if you choose to skip support.

Grant me access to Google Workspace, if relevant

Most automations touch email, Sheets, or Calendar at some point. If you use Google Workspace, go to Admin console → Users, or share the specific Gmail, Sheets, or Calendar item directly with contact@svdonline.com. Not on Google Workspace? Skip this step.

Grant me access to everything else

For any other tool listed in your Project Agreement, add contact@svdonline.com as an admin, collaborator, or guest (depending on the platform). Common ones: • Notion → Settings → Members → Invite • Shopify → Settings → Users and permissions • Canva → Share → Invite All access I'm given is temporary. I remove it once your support period ends, or right after delivery if you'd rather skip the support period. More on that in the FAQ.

Send me a quick confirmation

If you paid your deposit through the link in this checklist, you likely already have a personal access checklist. Just check off each tool there and your start date is confirmed automatically by email, the next business day after everything is granted. No personal checklist, or prefer email? Reply to your Project Agreement email with "Access granted" and list which tools I now have access to. I'll confirm your start date within one business day.