Multi-Brand and Agencies
Run pipeline for several client brands from one workspace.
If you run outbound for clients, each client is a separate brand inside one workspace. You switch between them without logging out, and each brand keeps its own targeting, agents, leads, and integrations.
How it is structured
| Level | What it holds |
|---|---|
| Workspace | Your agency. One login, one bill, your team |
| Brand | One client. Its own ICP, competitors, keywords, agents, leads |
| Agent | A client's discovery configuration |
Switch the active brand from the workspace switcher. Everything you see, leads, agents, integrations, is scoped to the brand you are in, so client data never mixes.
How many brands you can run depends on your plan. See Account.
Setting up a new client
Create the brand
Add the client's product description, website, competitors, and keywords. Build the ICP from how they actually sell, not a generic version. See Brand Setup.
Create their agent
Turn on the strategies that fit that client's buyers. A funded-startup client and an enterprise client want different strategies. See Strategies.
Connect their delivery
Push leads to the client's CRM or your reporting setup per brand. See Integrations.
Running several clients well
- One operator per client. Keeps context and stops cross-client mistakes. See Team Workflows.
- Per-client review cadence. Audit each brand's lead quality weekly and tighten the profile. A client brand left untuned drifts the same way any agent does.
- Per-client reporting. Track leads worked, replies, and meetings by brand so each client sees their own results.
When a client outgrows you or brings it in-house
The brand setup is portable. A client moving outbound in-house can keep the same targeting and agents on their own plan, so there is no rebuild. That makes the handoff a clean win rather than a loss.