Agency client workspaces without leaking lists
Run multiple client outbound motions in isolated workspaces — separate contacts, templates, SMTP, and analytics.
Agency client workspaces isolate each client’s contacts, templates, journeys, and sending credentials so lists and brands never mix. One shared spreadsheet of “everyone we email” is how agencies create compliance incidents.
What to isolate per client
- Contact lists and suppression
- Sending domain / SMTP credentials
- Templates and journey graphs
- Analytics and reply handling context
Operating model
- One OutboundOS workspace (or org space) per client brand.
- Name spaces after the client motion, not the SDR.
- Document which domain and SMTP each space uses.
- Never copy contacts between spaces without a written reason.
Why agencies choose lifetime tiers
Seat-based tools punish you for adding specialists. One-time workspace tiers scale with motions, not headcount — useful when client count grows faster than team size.
See multi-workspace outbound for the product model, or create an account and open a space per client.