Agency Guide: Managing Clients
One workspace per client with independent context and brand voice; clients join as Viewers for approval.
The Agency Operating Model
Marketing agencies use Marketora to deliver high-velocity, high-quality campaigns across dozens of client accounts without cross-pollinating brand voices or client data.
The Client Workspace Blueprint
- One Workspace per Client: Create dedicated workspaces for each client engagement.
- Calibrate Client Context: Conduct the onboarding wizard using the client's brand guidelines, tone rules, and buyer personas.
- Internal Team Access: Assign agency strategists and copywriters as Editors.
- Client Stakeholder Access: Invite client points of contact as Viewers so they can review and sign off on campaign drafts.
Scaling Agency Output
By eliminating context switching and standardizing quality scoring, agencies routinely reduce drafting turnaround times by up to 70% while improving client retention.
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