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Run clients on the Agency plan
Each client gets its own space: its own voice, people, photos, channels, consent wording and sign-off.
Before you start
- The Agency plan, which covers your company and 3 clients
- To be an owner of your team
- The client's registered name, website and consent wording
In short
Add a client in Settings, set it up like a new company, then switch between clients from the top of the menu. Ask the client's experts, get the client's sign-off and post to their channels, all kept apart.
Add the client
Go to Settings, Departments and choose Add a team, client or business. Name it, choose A client and give the client's registered company name, which contributors see when they agree to be recorded.
Add a team, client or businessHarbour LegalAdd clientA team or departmentShares your people, photos, recording time and channels.A clientIts own name, people, photos and brand, 2 hours a month and 2 channels.Another business I ownKept apart, like a client.Set it up like a new company
Next you set the client up as if it were a new company: its website and brand, what Quotem makes for it, and its consent wording, which starts from yours for you to change.
Switch between clients
Use the switcher at the top of the menu. Everything switches with it: Asks, brand, people, channels and approvals. People only see the clients they belong to.
NNorthgateClientNNorthgate HHarbour Legal FFernley Group YYour agencyAsk the client's experts
Make an Ask in the client's space and send the link to their partner, engineer or customer. It's written in the client's voice and drawn in the client's brand.
Get the client's sign-off
Send pieces for approval with someone at the client as the approver. They sign off from a link, with no account, and every approval is recorded.
What happens next
- Each client has 2 hours of recording a month and 2 social channels of its own
- Clients beyond the 3 your plan covers are £49 a month each, billed with your company
- Connect the client's own channels to post from their calendar
Related answers
Still stuck?
Email hello@quotem.ai and a real person will answer.