A client workflow for a small agency
Last updated October 10, 2026
Organise responsibilities and repeatable client processes.
Use one accountable person
Assign a responsible email to each client. Invite team members by the address they use to sign in. Assigned-only access limits the records they can see.
Separate processes
Use different pipelines for services with different sales steps. Add required fields where missing information prevents progress.
Review results
Group reports by responsible person, source or pipeline. Compare client cohorts across dates and currencies. Reports reflect recorded data, not independent verification of business results.