Onboarding Checklist For Agencies

If you're a marketing agency struggling to manage multiple clients, Statusbrew gives you the flexibility & platform to manage multiple clients from a single Statusbrew account.

This article will help streamline agency onboarding with Statusbrew. This ensures your Statusbrew experience fulfills client needs and is catered toward the success of your agency.

A Unique Space For Each Client

Statusbrew allows you to create a unique Space (organization) for each client to safeguard their data & eliminate any confusion.

Some common uses for multiple Organizations are:

Complete data separation between different clients
Separate billing for different clients
Multi-client management without losing peace of mind

Once you've added agency members to your own organization, you can begin creating client spaces for easy management.

In order to easily make someone a part of several organizations, or quickly set up all the spaces that you need, reach out to our Customer Success Team.

Once you are part of multiple organizations, you can easily see and switch between organizations you are part of by clicking on the Space dropdown in the top right corner of your screen.

Clicking on your desired space name will switch your spaces instantly.

Billing

Statusbrew allows you to have separate billing for each client starting at just $49/mo per client. Reach out to us via live chat, or send us an email to ensure your billing plan is set up correctly.

Once your agency structure is set up in separate spaces, the next step is to connect your client's social profiles and create profile groups.

Switch to your desired space and click on settings
Now click on the Profiles menu & click on "+" to add a new profile

Repeat this for all the social profiles you wish to connect for different clients. Ensure the profiles are correctly connected to the desired space.

Learn more - What Is A Social Profile

You can group your profiles together based on any attribute such as social network, geographical region, purpose, etc., or based on the structure of your online presence.

These social profile groups can be used to quickly perform complex tasks in Statusbrew.

Learn more - What Is A Profile Group

Inviting Team Members

Once your agency structure is set up as separate spaces & you've connected your social profiles, you can then invite your team members & clients to their respective workspaces.

To invite a new team member,

From your Statusbrew Dashboard, click on Settings
Now click on Users and click on the "+" button

It is easy to manage users and provide different levels of access to them based on their responsibilities within the organization.

Learn more - Access Permissions

Configure Notifications

Statusbrew's real-time notifications tend to simplify your day by providing you with the most important updates on your social channels and the Statusbrew app. To set up notifications,

Click on the profile avatar at the bottom left of your screen and click on Your Account
Click on Notification Settings from the left side nav, choose the desired options and click on the Save button

All notifications available can be set for Mobile (push), Email, and Desktop (browser).

Learn more - Statusbrew Mobile, Email & Desktop Notification Settings

Creating Tags For Easy Labelling

Statusbrew offers robust Tags (labels) for categorizing the outbound and inbound content from Statusbrew’s Compose and Engage Inbox. Once you start tagging content, you'll also get a comprehensive usage breakdown of each tag to help you better understand message volume, performance patterns, and campaign effectiveness.

Learn how to create & manage Tags in Statusbrew - Internal Tags