Could there be a simple guide for the 'beermoney way'

So I'm a big fan of this subreddit and this year I want to take advantage of the beermoney way. Last year I did the bank signups and did three switches plus the Barclays Avios bonanza. I signed up to TCB, Quidco and JamDoughnut, and will start using them more. I'm more attracted to offers that don't require active time participation (matched betting, interviews), though if the price is right then why not.

I'm fully aware of the megathread and the specifics therein. What would really help me, and perhaps others is how one goes about it, or rather the steps that you do before hand/in the background to make earning beermoney easier and maximise the earnings. There are so many offers there's an embarrassment of riches- but I'm sometimes intimated by how many there are- but when I see peoples earnings reports, I know that that there's money to be made from a few minutes of work. I know for a fact that I would do more of these offers if I had my ducks in order.

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• Which type of accounts do you sign up with the personal email, and which do you use a second email for?
• What documentation/scans do you keep on your computer/phone to hand to help with the sign up?
• Do you sign up on behalf of spouse/partner to further the earnings?
• When do you do these offers- throughout the day/on the train/set aside 30min a day etc?
• Can signing up to Monese, Monzo, Revolut affect credit scores?
• What accounts should one sign up to as default as they help with multiple approaches (wise/revolut for foreign currency?)
• Is there a way to record referral
• What to do if cashback not received from TCB, Quidco
• etc Any useful information that would make make this easier (any willing volunteers to turn this information into a guide?!)

tldr : is there primer/ metainformation/background info/tips for embarking on the beermoney way as efficiently as possible.