The use case
A concrete agency workflow is on the agencies use case.
By company
Give each client its own workspace.
Connect that client's profiles and ad accounts, then run Lab, Post, and Campaigns without mixing brands.
- Per clientOne workspace, one brand
- Same objectsStrategy and paid edit together
- A reviewCalendar next to the flight
The retainer
Workspace, delivery, review.
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01
Workspace
One per client. Their profiles and ad accounts stay with that contract.
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02
Delivery
Lab writes the draft. Post holds the week. Campaigns holds the flight. The team edits the same work.
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03
Review
The calendar and the flight are what you walk through. The draft stays next to the post it was written for.
How it works
From a new retainer to a client review
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01
Open the workspace
Create one for the client on Team workspaces.
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02
Connect their accounts
Link profiles and ad accounts in Connections.
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03
Set who publishes
Invite the client in Collaborate. Keep publish with agency roles, and admin with leads.
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04
Run the week
Queue Post, draft in Lab, and open Campaigns for the flight.
Why agencies use it
Brands stay in their own workspace
- No mix-upsA post for one client does not land in another's queue.
- One handoffStrategy and paid look at the same calendar and flight.
- A traceThe Lab draft stays with the work you review.
- When it endsThat client's accounts remain in their workspace.
Delivery detail, and the paid seat
Performance
Buyer-heavy pods can start from performance marketers.
Questions
Agency questions
How do you keep clients apart?
Create a workspace per client and connect that client's profiles and ad accounts. Lab, Post, and Campaigns for that brand stay inside the workspace.
Who can approve a post?
Invite the client as a member. Keep publish with the agency roles you choose, and leave admin actions with leads.
What do you bring to a client review?
The calendar in Post and the flight in Campaigns. A Lab draft stays in the workspace, next to the post or campaign it was written for.
Agencies
Open a workspace for the next client
Connect their accounts, invite the approver, and keep the week and the flight in that workspace.