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How to manage campaigns for customers as an agency

Set up workspace to comment on their behalf

Oleg Sobolev avatar
Written by Oleg Sobolev
Updated this week

As an agency, you have multiple options for setting up client management, team structure, and billing. Choose what works best for your workflow.

Client access options

Choose how much control your clients have over their Extrovert account.

Option 1: Client as team member (they can log in)

  • Client gets their own login credentials

  • They connect their LinkedIn themselves

  • They can see analytics and campaigns

  • More transparent but requires client onboarding

How to set up:

  1. Invite client with their email (Team → Invite team member)

  2. Set them as User with "Can connect LinkedIn"

  3. They accept invite and connect LinkedIn

Option 2: Managed account (no client login)

  • Client doesn't need Extrovert access

  • You connect their LinkedIn once

  • You handle everything behind the scenes

  • Simpler for clients, full control for you

How to set up:

  1. Go to Team → Managed accounts

  2. Click Add managed account

  3. Enter client details and LinkedIn URL

  4. Connect their LinkedIn when ready

Learn more: Working together as a team

Team structure options

Decide whether to group all clients together or keep them separate.

Option 1: One team for all clients (simple)

  • All clients in your main Extrovert team

  • Easier to manage everything in one place

  • Your agency team can access all client campaigns

  • Best for: Managing many small clients

Setup: Add each client as either a team member or managed account to your single team.

Option 2: Separate team per client (flexible)

  • Create a new team for each client

  • Complete separation between clients

  • Client can add their own team members

  • Best for: Large clients with multiple users

Setup: Create a new Extrovert team for each client, then join as an admin.

Billing options

Both options cost the same with the 20% agency discount.

Option 1: Agency pays

  • You handle all Extrovert billing

  • Include cost in your service pricing

  • You get 20% agency discount. Reach out to us to get the code

  • Simpler for clients

Option 2: Client pays directly

  • You sign up for affiliate program

  • Client signs up with your code (gets 50% off first month)

  • You get 20% lifetime commission

  • No billing management for you

Learn more: Agency partnerships and programs | Referral program

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