Introducing AutoFunnel Agencies: the ideal solution for managing multiple clients under one account. Whether you're an agency owner or a consultant, AutoFunnel agencies offer a streamlined way to keep your clients organized and separate within your dashboard.
With this new feature, you can create individual accounts for each client, manage separate API integrations, design custom funnels and pages, generate books tailored to their target audience, and even connect their custom domains — all in one place. Each client’s data and settings are completely isolated from others, allowing for smooth and efficient operations.
Key Benefits of Agency Accounts:
- Client Organization: Keep everything in one place by managing different accounts and profiles for each client.
- Tailored Solutions: Create and manage standalone funnels, pages, books, and integrate with tools like Zapier, Stripe, and Mailchimp for your clients.
- Domain Management: Assign individual domains to each client, enhancing brand consistency and functionality.
- Easy Transfer: Transfer accounts to clients once the work is done, ensuring they have full control over their own projects.
Getting Started with Agency Accounts
Step 1: Accessing Agency Software
To begin using agency accounts, you’ll first need to be granted access through AutoFunnel’s certification program. Once you’ve completed the training and been approved, you’ll receive the Agency Console button on your dashboard.
Clicking this button will bring you to a list of all the agency accounts associated with your profile.
Step 2: Creating New Agency Accounts
Once in the Agency Console, you can easily create a new client account by providing some basic information about the client and the project. This includes:
- The client’s business name and contact information
- Notes on the project, specific goals, or other relevant details
- Custom labels for referring to the client within your dashboard
Step 3: Building Funnels, Pages, and More
Once the client account is set up, you can start building custom funnels, pages, books, and other materials tailored to their needs. You also have the ability to integrate their accounts with Zapier, Stripe, Mailchimp, and more.
Step 4: Transferring and Duplicating Accounts
When you’ve finished creating assets for your clients, you can easily transfer the account to them, giving them full control. If you’ve developed a successful funnel or system, you can duplicate it to other client profiles within your agency account.
Why AutoFunnel Agencies Matter
Agencies and consultants often work with multiple clients, and managing these projects separately can become complex. With AutoFunnel’s Agency feature, you can:
- Organize Your Clients: Keep each client’s project isolated and secure.
- Streamline Workflows: Quickly build and manage custom assets for each client, all from one central dashboard.
- Expand Services: Easily integrate your client’s systems with popular tools and platforms for enhanced results.
- Simplify Transitions: When projects are complete, transfer control to your client with ease.
This feature is designed to help you manage multiple clients effectively while ensuring each account is personalized and independent.
With AutoFunnel Agencies, you can provide professional services and tailor solutions for each client without confusion or overlap. Ready to streamline your client management? Get started today and unlock the full potential of AutoFunnel Agencies!