Agency cold email fails on two things: mixed data (client A's contact emailed on behalf of client B) and reporting (hours in spreadsheets every month). Workspaces solve the first, client access the second.
The procedure is the same for the second and the twentieth client. The first takes an hour, the rest twenty minutes.
Create a workspace for the client
Every client gets their own space: name, colour, own mailboxes, campaigns, lead lists and blocklist. Contacts (the mini-CRM) are deliberately shared so you can see who any of your brands has already contacted.
Connect the client's mailboxes
Send from the client's domains (secondary domains of their brand), not yours. Reputation and replies belong to them and stay with them after the engagement ends. Switch on warm-up right away while you prepare the rest.
Offer profile and target group with the client
Fill in the offer profile together with the client on one call: what they sell, to whom, the proof. You know what works in email, they know what works with their customers. Narrow the target to one industry and area.
Invite the client as "client"
The client role sees the campaigns and replies of their workspace read-only and cannot change or send anything. The invitation goes by email, the client creates an account and sees what is happening from day one. Monthly spreadsheet reports are over.
The manager replies, you oversee
The manager role runs the assigned brands and answers in Unibox. The owner sees everything and compares brand performance in the statistics. Forwarding a thread to the client is one click.
Autopilot for the client
When the campaign has delivered for two weeks, switch on Autopilot from the client's lead list with a daily cap. The client sees companies being added every day; you stop topping up by hand.
- Client workspace with its own colour and blocklist
- Mailboxes on the client's domains, warm-up running
- Offer profile filled in together with the client
- Client invited with the client role
- Manager assigned to the workspace
- Autopilot from the client's list after the campaign is proven