⚙ The very first step · get the accounts + the affiliate money on before any build

Client Setup & Monetization Generator

Before a single page is built, every client needs a stack of accounts and API keys, and every one of those is a chance for us to earn. Pick the client's archetype and what we are building for them; this produces the exact account checklist they need, routed through our affiliate links wherever one exists, flagged for where we already have MCP or CLI/API access to do the work. Output: a send-ready client email + a checklist PDF, plus the brand and domain questions we ask them up front. Fill it, download the PDF, hand it to Claude to finalize and send. Nothing is sent anywhere; this lives in your browser only.

1 · Client Basics

Who this is and what they are trying to do. This personalizes the email and the checklist.

Client name *

Client email (the checklist gets sent here)

What do they do / who are they? * Primary goal in the first 90 days *

2 · Archetype

Pick the closest fit (or more than one). This is the biggest driver of which accounts they need. The checklist auto-updates below in Section 5.

3 · What We're Building For Them

Check everything in scope. Each capability pulls in the accounts it depends on.

4 · What They Already Have

Check any account they already own so we don't ask them to re-create it (and so we skip the affiliate signup where the money is already spent).

5 · The Account Stack - live preview

The accounts this client needs, grouped by category. AFFILIATE we earn on their signup (route them through our link). MCP we can do it programmatically now. CLI/API we can automate via key. Toggle Section 3/4 and this rebuilds.

6 · Domain & Brand (what we ask THEM)

These questions go into the client email so we get what we need to start. Fill anything you already know; leave the rest for the client to answer.

Top 3 domain name choices (we check availability + point DNS to Netlify)

Colors they like (hex, names, or "surprise me") Look & feel / vibe (brands or sites they love)

Logo status

Fonts they like (optional)

Anything else about the brand (tone, must-haves, do-nots)

7 · Set-up By & Agency Options

Who is running this setup, and how the affiliate + access side is handled. By default we use the company links. Pick a person to credit their own affiliate links and commissions instead - a built-in incentive for whoever does the work (they keep the commissions on top of their pay).

Set up by

Route signups through the setter's affiliate links where they exist? *

Yes, use the selected setter's links (default) Client's own accounts, no affiliate

Who creates the accounts?

Client creates + shares API keys (default) We create on their behalf Mixed (per service)

Email tone

Nothing here is sent anywhere. The PDF bundles the account stack + the client email + the brand questions for Claude to finalize.

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