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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 over a week ago

Key principle

Comments are always posted from the campaign owner's LinkedIn account, not the person who manages the campaign.

This means you can manage everything while comments appear to come from your client's LinkedIn profile.

Setup process

  1. Set up customer as creator - They connect their LinkedIn account

  2. Add yourself as non-creator admin - You get full management access

  3. Create campaign where customer is owner - Comments post from their account

  4. You manage everything - Approve comments, manage prospects, etc.

Two team setup options

Option 1: Your team (you pay)

You have your own Extrovert team and invite each customer as a team member.

Best for:

  • You want to handle all billing

  • Managing multiple small clients

  • Clients don't need to see Extrovert interface

Setup:

  1. Invite customer to your team

  2. Customer connects their LinkedIn

  3. Create campaign with customer as owner

  4. You manage all prospects and comments

Option 2: Separate team per client (client pays)

Create a separate team for every client, and have them invite you as a non-creator.

Best for:

  • Each customer pays directly

  • Larger clients who want control

  • Complete separation between clients

Setup:

  1. Customer creates their own Extrovert team

  2. Customer invites you as non-creator admin

  3. Customer connects their LinkedIn and becomes campaign owner

  4. You manage their campaigns (no cost to you)

Account management options

Real email approach

Invite customers using their real email address.

Result:

  • Customer accesses Extrovert directly

  • They connect their own LinkedIn

  • They can see all data and analytics

  • Transparent about using Extrovert

Dummy email approach

Create a separate account using a dummy Gmail (like [email protected]).

Result:

  • You manage everything for them

  • You connect their LinkedIn yourself

  • Client doesn't need to know about Extrovert

  • Full control over the process

Setting up campaign context

When creating a campaign for a client, you'll need to provide context about them and their company.

This information helps AI generate appropriate comments that sound like your client.

Required information:

  • About the client (background, expertise)

  • About their company (services, mission)

  • Their writing style and tone

Ongoing management

As a non-creator admin, you can:

  • Approve and edit comment drafts

  • Manage prospect lists

  • Update campaign context

  • See analytics and performance

  • Manage billing (if on their team)

Remember: Comments will always post from the client's LinkedIn account, even though you're managing everything.

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