You did not sign up to read six inboxes every morning.

One workspace per client

Playbook, calendar, conversations and data isolated. Nothing leaks from one client to another.

Roles that match your team

Owner, admin, manager, closer, and a view-only client access that does not count as a paid user.

Reporting per client

Conversations, qualified, calls booked, show-up, outcome. The numbers you put in front of the client on the monthly call.

White label from the Scale plan

Your logo, your colours, your sender name. The client sees your brand, not ours.

Client accounts

Scale plan, everything included

AI messages included

One human setter, one account

Create the client workspace

One per client, isolated from the start.

Connect the client account

Official login. Your client never shares a password with you.

Adapt a playbook

Duplicate a script that works, change the offer and the qualifying questions.

Assign the closers

Round-robin or a fixed owner, with the calendar rules of that client.

Client account access for agencies: the go live checklist

Client account access for agencies: the permissions, page tasks and account toggles to request before you promise a client their inbox goes live on Monday.

Agency client reporting: 9 numbers that prove ROI

Agency client reporting that survives the renewal call: the 9 numbers to send every month, how to compute each one, and the vanity metrics to cut first.

Sales follow up process for teams that sell in DMs

A sales follow up process built for setter teams: how the 24 hour messaging window, shift handoffs and template rules decide what your cadence can really do.

White Label DM Automation: An Agency Playbook

White label DM automation lets an agency resell appointment setting under its own brand. Here is how to productize the service, price it, and keep clients.