Multi-client outreach for agencies

The structure

• One account per client. Lists, sequences, exclusion lists, credits and reporting stay inside it.
• One agency workspace whose members switch between those accounts, so nobody keeps twenty sets of credentials.
• The client's own sending accounts. Messages go out from the client's domains and profiles, and replies land in their mailboxes, which is also what protects your own domain reputation.
• The agency's skills and knowledge stay with the workspace, so a playbook written for one client can be reused for the next without carrying their data over.

Running it

1. Onboard the client into their own account

   ICP, offer and tone into the knowledge base; their customers and partners into the exclusion list on day one.

2. Reuse the playbook, not the list

   Copy the sequence structure that works for that industry and rewrite the specifics. Never copy contacts between client accounts.

3. Standardise naming

   Audience, channel, month. Across twenty accounts it is the difference between reporting and archaeology.

4. Report per client

   Sequence statistics and reply sentiment are per account, so a monthly report is a read, not a reconstruction.

   

5. Agree who answers replies

   Either the client works the inbox, or you do with their accounts. Decide before launch; an unanswered positive reply is the one thing clients remember.

What good looks like

A new client live in a day because the playbook exists, no client ever seeing another's data, and monthly reporting that takes minutes per account.

SDR, a sales development agency, saw reply rates jump above 15% within the first month. Read the SDR case study.