Setting up ClickMeMaybe for an Agency with 40 Client Sites
A real-world walkthrough from a Berlin-based growth agency.
When you manage 40 sites for 12 clients, organization is everything. Here is how we structured workspaces, templates, and reporting at the agency.
One workspace per client
Each client gets a workspace. Templates, sites, leads, and analytics all stay scoped. White-label is on for every workspace, so the client sees agency branding only.
Shared template library
We built 18 internal templates — proven exit-intent variants, callback FABs, demo booking forms — and pinned them in the agency template library. Any client workspace can clone from there in one click.
Scheduled reports
Monthly branded PDF report goes out to every client on the 5th of the following month. Auto-generated, agency-branded, sent without us touching anything. This single feature converted three churning clients back into long-term retainers.
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Founder of a Berlin growth agency managing 40+ client sites. Runs the ClickMeMaybe agency advisory group.
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