Agency quickstart
Set up your parent organisation, add your first client workspace, scope the team correctly, and get reporting running.
An agency account is one organisation with one workspace per client. Your coverage is pooled at the agency level, and your clients never see each other.
What you'll learn
- How the parent organisation and client workspaces fit together
- The setup order that avoids rework
- What to do in the first week
Step 1: Create the parent organisation
Sign up and name the organisation as your agency, not as a client. This name is the account. Client names live on workspaces, and on the branding you apply to their reports.
Agency users land on the agency overview rather than on whichever client was open last, which is deliberate: your default view is the portfolio.
Step 2: Add your first client workspace
One workspace per client. A workspace holds that client's business profile, prompts, competitors, citations, changes and reports, and it is the unit of isolation.
See creating your first workspace for the detail, and do one client end to end before you bulk-load the rest. The first one teaches you the prompt conventions you will want to apply to all of them.
Step 3: Scope the team
Invite your account team, and scope each invitation to the workspaces they actually work on. An organisation-level role is not the same as workspace membership, and only an owner or admin can invite.
Do this before you add clients in volume. Retrofitting access is more work than setting it up once.
Step 4: Set the client-facing surfaces
Two things to configure per client:
- Branding, for reports that go out under your name. See white-label reports.
- Reporting, the schedule and recipients. See schedule client reports.
Send yourself the first report for every client before anybody else gets it.
Step 5: Work the portfolio, not the workspaces
Once more than three clients are live, your daily view is the agency overview: which clients moved, which have open changes, which have nothing happening. Individual workspaces are where you go when the portfolio tells you to.
The first week
| Day | Do this |
|---|---|
| 1 | Parent organisation, first client workspace, prompts for that client |
| 2 | Team invitations, scoped |
| 3 | Second and third client, using the first as the template |
| 4 | Branding and report schedules |
| 5 | One change shipped through the ledger for your best-instrumented client |
Try this in Outercite
Open the agency overview and check that every client workspace has prompts, at least one competitor, and a report schedule. Any client missing one of the three will look neglected in a month.
Related
Creating your first workspace
The mechanics, and what isolation covers.
Partner pricing explained
What you pay, and what the allowance covers.
Onboard a new client
The repeatable version of step 2.
Last updated on
Run a quarterly brand health review
A repeatable quarterly review built on what can actually be proven: movement, share, the changes you shipped, and what you will do next.
Creating your first workspace
A workspace is one client: their profile, prompts, competitors, citations and changes, isolated from every other client in your account.