Workspaces for agencies

Run outreach for several clients with separate workspaces, shared team members, and one bill based only on connected accounts.

Workspaces are how agencies keep clients apart. They are unlimited and free.

What is separate per workspace

  • Connected LinkedIn accounts
  • Prospects and their history
  • Campaigns and templates
  • The unified inbox
  • Analytics

Nothing is visible across workspaces. A prospect in one client’s workspace is not deduplicated against another’s, which is correct, because two clients can legitimately target the same person.

What is shared

  • Your team. Members can belong to as many workspaces as needed and switch from the workspace picker.
  • Billing, which stays per connected account across everything.

Suggested setup

  1. One workspace per client, named for the client.
  2. Connect that client’s LinkedIn accounts inside their workspace.
  3. Filter the client’s existing customers out of any list before importing it. Do this in the CSV before it reaches Doreach. It prevents the worst kind of mistake, which is outreach to their own customers.
  4. Add the team members who work that account. Use Viewer for anyone who needs visibility without send rights.
  5. Keep an internal workspace for your own agency’s outreach.

Client visibility

To give a client visibility, invite them as a Viewer in their own workspace. They see campaigns, conversations and analytics, and cannot send or change anything.

Cost

Workspaces and members are free. Ten clients with three connected accounts each is 30 accounts, which is $1,350/month, regardless of how many people or workspaces are involved. If you are running 25 or more accounts, talk to us about volume pricing.

Common questions

Can I manage multiple clients in Doreach?
Yes. Create a workspace per client. Connected accounts, prospects, campaigns and inboxes are fully separate, with no data visible between workspaces, while your team can belong to as many as they need.
How does agency billing work in Doreach?
Billing is per connected LinkedIn account across everything you run, at $45 per account per month. Workspaces and team members are unlimited and free, so the number of clients you serve does not change your bill. Only the number of connected accounts does.