Agency & clients11 guidesUpdated
Agency and client management guides
Win clients, onboard them fast and prove the work every week.
Every Agency & clients guide
- Start hereAgency overviewAudit prospects free, pitch with a branded packet, deliver monthly and show every client their numbers. How agencies run on Suede AI Agent Studio.
- Add a clientAdd a client or prospect with their site and contacts, run the first audit and open their hub. Every field and next step in Suede AI Agent Studio.
- Prospect audit and pitchAudit any prospect's site free, pick the findings that matter and send a branded growth plan with a Book a call button. Close more deals with Suede AI.
- Client reports and KPIsTrack client KPIs against a baseline, send weekly or monthly report emails and share a branded client view link. Prove the work in Suede AI Agent Studio.
- Healthcare modeMatch every provider to the NPI Registry, check every cited study in PubMed and lock reviewer sign-off to the evidence. Healthcare mode in Suede AI.
- Done-for-you serviceHave Suede AI build and run SEO, AI search visibility and agent workflows under your brand. Apply for the cohort or scope a managed service today.
- Sub-accountsGive every client a full CRM of its own in Suede AI: contacts, pipelines, calendars, payments and automations, all run from your one agency login.
- SnapshotsPackage pipelines, forms, calendars, sites, campaigns and workflows as one snapshot, then load it into any client account or push it to many at once.
- Team and rolesInvite your team, set Admin or User access per area, build custom roles, limit reps to their own leads and give staff access to client sub-accounts.
- SaaS plans and rebillingSell CRM plans at your own prices, bill them through your own Stripe, cap each plan and rebill texts, emails and AI to clients with your markup.
- Affiliate programGive partners referral links, credit every lead and sale they send, pay first or recurring commissions, and let them track earnings in their own portal.
Questions buyers ask
Who is Agent Studio for agencies built for?
SEO and marketing agencies, AI consultants, freelancers and fractional CMOs who sell services to local and growing businesses and want one place to find, pitch, deliver and report.
Do I need a client's login to add them?
No. The audit reads public pages only and never changes the site. You add logins later, when a workflow needs a connection such as Search Console or the client's email.
Is the prospect audit really free?
Yes. The prospect audit at /seo-audit?for=prospect is free on any public site, and the downloaded report is yours to keep. Client workspaces, packets and live workflows run on your Studio plan.
Can I send clients automated weekly reports?
Yes. Report emails send the account overview weekly or monthly at the day and hour you choose, to up to ten addresses, from your own sender when one is set in CRM settings.
Does Healthcare mode replace my clinical reviewer?
No. It gives your reviewer a short queue of decisions instead of a stack of citations. Credentials, licensure, board certification and clinical accuracy are confirmed by the named reviewer, and the export says so.
What does done-for-you cost?
Pricing is quoted in the proposal after a person reviews your application. The quote names the retainer, the term and exactly what ships each month.
Is a sub-account the same as a GoHighLevel sub-account?
Yes, in purpose. Each one is a full CRM for one client location, run from your agency login, with its own contacts, pipelines, calendars, payments, automations and team. Snapshots, plans and staff access work across them the way agencies expect.
How do Agent Studio snapshots compare with GoHighLevel snapshots?
They do the same job: capture an account's setup and load it into another. Agent Studio adds a preview before every load, versions you pick per account, a push to up to 200 accounts at once, and a workflow step that loads your snapshot into every new sub-account.
More of the help center
- Get startedYour first win in minutes: setup, modes, plans and the tour.
- CRM & salesContacts, deals, inbox, calendars, forms and reports in one CRM.
- AI employees & phoneAn AI receptionist, salesperson and support agent on every line.
- SEO & AI searchRank on Google and get quoted in AI answers.
- Marketing & reputationCampaigns, social, reviews, sites, courses and communities.
- Payments & invoicingInvoices, estimates, payment links, products and subscriptions.
- Agents & workflowsBuild agents from templates, a canvas or code, and test them free.
- DevelopersAPI, MCP, SDK, CLI, webhooks and agent publishing.
- Help & accountSign-in, billing, security, troubleshooting and support.