Run every client on one bill.
Agencies run each client in its own Workloom workspace, on one monthly bill with 20% off the whole of it: plans, add-ons, credits and top-ups. Your console, your library, and a report for every client with your logo.
- 20% off your whole bill
- A workspace per client
- Reports with your logo
ONE BILL · 4 WORKSPACES
Northwind GTM (you)$699.00
Acme Retail$299.00
Brightpath$699.00
Tessel$299.00
Partner discount, 20%−$399.20
Total before tax$1,596.80
WHAT YOU GET
You’re the customer. Your clients’ data stays theirs.
01
20% off everything you’re billed.
Plans, add-ons, credit packs and wallet top-ups, for your own workspace and every client, from the day you’re approved. No tiers to climb and no payouts to wait for.
02
A workspace for each client.
Add a client with its legal name and domain, pick its plan, and it’s ready. Your team works in it on its seats, each with their own Wren allowance.
03
One bill, one date.
Every client renews with you on one invoice, line by line per workspace. Add a client mid-month and its first part month goes on your next bill.
04
A report with your logo.
A PDF of each client’s sending, replies, meetings and calls for any dates you pick. It reads that client’s workspace and nothing else.
05
A library of your playbooks.
Keep your Weaves, list recipes and campaign templates at the agency and copy them into clients in one click. If a client leaves, your copies leave with you.
06
Clients keep what’s theirs.
A client can always take its workspace over by proving it owns its domain. Its domains, mailboxes, records, sent messages and replies stay with it.
HOW IT WORKS
From application to your first client.
- 1
Apply
Tell us about your agency and the clients you run outbound for. - 2
A person approves
Usually within 2 working days, once we’ve verified your business. - 3
Sign the agreement
It covers clients, sending and what happens if a client leaves. - 4
Add your clients
Pick your agency workspace in Workloom, then add each client on your bill.
QUESTIONS
What agencies ask first.
Who pays Workloom?
You do, on one monthly bill for your own workspace and every client. Clients don’t pay Workloom while they’re on your bill.
What does the 20% cover?
The whole bill: every plan, add-on, credit pack and wallet top-up, in your workspace and every client’s.
Do we need certified operators?
No. Your team works in each client’s workspace on its seats, like staff.
What if a client wants to leave?
You can release it, or the client can take it over by proving it owns its domain. It moves to its own Workloom billing, keeps its data, and your library copies are removed.
What if our bill isn’t paid?
After the usual grace period, sending pauses in every workspace on the bill. Each client is told, and can take its workspace over and pay Workloom directly.