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
- One workspace per client, named for the client.
- Connect that client’s LinkedIn accounts inside their workspace.
- 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.
- Add the team members who work that account. Use Viewer for anyone who needs visibility without send rights.
- 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.