Managing multiple clients

On an agency plan, you manage one workspace per client. Each workspace is separate — its own brands, prompts, competitors, scans, team and plan — but you sign in once and switch between them.

Agency plans are set up with us directly. They aren't sold through the app yet: we're building this tier with our first agency design partners (see Agency plans). This page describes what the app does today, so you know what you'll find before you promise anything to a client.

What exists today

Capability	Status
A separate workspace for each client	✅ Available
One login, with a menu to switch workspace	✅ Available
Creating a client workspace yourself	✅ Available to the owner of a workspace that is on an agency plan or that we manage manually — see Adding a new client
A team for each workspace	✅ Available — see Team members and collaboration
One page showing every client	❌ Not built
Limits pooled across clients	❌ Not built — each workspace has its own plan and limits
Pitch projects	❌ Not built
Deleting a client workspace yourself	❌ Not built — you ask us

Adding a new client

Open the workspace menu in the top bar. It shows the name of the workspace you're in.
Choose Create workspace.
Enter a Workspace name — the client's name works well (e.g. "Waterfront Private Hospital").
Pick a Plan for this workspace (Starter Lite, Starter, Pro or Advanced) and its Billing (monthly or yearly). The dialog shows each plan's price.
Click Create workspace.

Every new workspace starts a 14-day free trial of the plan you picked, as a subscription of its own. The dialog tells you that you add a payment method on that workspace's billing page. If you're not sure how a client workspace fits with what we agreed for your agency plan, ask us before you create it.

In that menu, Create workspace appears for the owner of a workspace that is on an agency plan, or that we manage manually (its Settings → Billing tab shows Admin Managed). Everyone else sees Upgrade to Agency for more workspaces, which opens the pricing page.

Setting up the new workspace

You land in the new workspace, and it starts empty. There's no setup wizard for an added workspace, so set it up from Settings:

Settings → Brands — click Add Your First Brand, enter the client's brand name, website domain and any aliases, leave This is our brand ticked, and click Create. Then use Add competitor for each rival.
Settings → Prompts — add the questions you want to track for this client. See Prompts and categories.
Settings → Scans — click Run New Scan for the first results.
Settings → Organization — choose how often scheduled scans run, as the workspace's plan allows.
Settings → Team — invite colleagues, and the client if they want access. Inviting people needs Starter or above; Starter Lite is a single seat.

Switching between clients

The workspace menu in the top bar lists Your workspaces, each with its plan. The one you're in has a tick. Pick another and the page reloads in that workspace; every page and every setting then belongs to it until you switch again.

The workspace is part of the page address, so a bookmark opens the workspace it was saved in.

There is no page that shows every client at once. To compare clients, open each workspace in turn, or export CSV files from each one (Starter and above) and combine them yourself.

How prompts and brands work per client

Each client has its own:

Prompts — questions specific to their industry and audience.
Brands — their own brand and their own competitors (often very different from your other clients').
Categories — organizing structure for that client's prompts.
Scan schedule — set in that workspace, as its plan allows.
Citations and gap analysis — scoped to that client's data.
Team — the people you invite to that workspace.

You don't share prompts or competitors across clients. Each is independent.

Structuring categories per client

Set up consistent categories per client to make reports easier to read across your portfolio. Common patterns:

Brand awareness, Service-specific, Local SEO, Competitive comparisons.
Top funnel, Mid funnel, Bottom funnel.
London, Manchester, Birmingham — one per location, for multi-site clients.

When you scan, you get clean breakdowns by category that map back to the strategic buckets the client cares about.

Limits are per workspace

Each workspace has the limits of the plan you picked for it: its own prompts, brands and monthly queries. They aren't pooled, so allowance one client doesn't use can't be spent on another.

Settings → Billing in each workspace shows that workspace's plan and how many queries it has used this month. There's no combined view of usage across workspaces.

Removing or handing over a client

There's no button that deletes a workspace.

To stop a client's plan, an owner or admin of that workspace cancels it under Settings → Billing → Cancel Plan. The data stays in the workspace. See Changing your plan — cancelling.
To have a client's data deleted, email [email protected] and name the workspace. Your other workspaces aren't touched. See Deleting your account.
To hand a workspace over to the client, invite them under Settings → Team, then email [email protected]. Ownership can't be transferred in the app yet, so we make them the owner for you. Tell us who pays for the workspace from then on.

Best practices

Start with templates. Once you've set up 2–3 clients in similar industries, save prompt sets as templates you can apply to future clients. This isn't a built-in feature yet, and there's no prompt import, so keep each set in a document and add the prompts one by one for the new client. The Citations CSV lists each scanned prompt's query, intent and category, which is a quick way to start that document.

Audit prompts quarterly per client. A common mistake is setting up prompts on day one and never revisiting. Customer language evolves; competitors change; service lines expand. A 30-minute audit per client per quarter is enough.

Agree the reporting format before the first delivery. Branded reporting has not shipped, so the workflow today is CSV export into your own template. Set that expectation with the client at kick-off rather than after the first report.

Keep client logins minimal. If clients want dashboard access, use team members; otherwise, share your own reports built from CSV exports.