Once client #1 works the way you want, you do not have to build the same setup again for client #2. You start the new client from the first one. It copies the settings you already tuned, and keeps its own research, accounts and credits.
Before you start
- You need a client workspace that is set up the way you want the next one to be.
- Creating a client workspace needs the Platform plan. Until your agency has paid, Client workspaces come with Platform shows instead.
- You need the Admin role, or the White-label and client workspaces permission.
Start client #2 from client #1
Kenso can create the next client from an existing one. You give the new client a name and a website, and Kenso creates the client workspace and copies the settings listed in the next section.
Your Today list has a task for this: Save client #1 as a template. It closes when a template is saved.
What the new client copies
The new client copies four things from the client you started it from, and nothing else:
- The playbook.
- Voice rules.
- Workflows.
- Approval settings.
What stays separate
Each client workspace has its own campaigns, leads, mailboxes and replies. These do not copy:
- Research. Ken researches the new client for itself.
- Accounts and contacts. The new client builds its own.
- Mailboxes. Connect or buy new ones for the new client.
- Credits. The new client draws from your agency's credits with its own cap. There is no per-client fee.
Check the copied voice rules and approval settings before the first send. They came from another client, and the new client's own rules come first.
If something goes wrong
- Client workspaces come with Platform. Your agency has not paid for Platform yet. Pick Platform in the plan choice that shows there.
- The new client's voice sounds like client #1. Voice rules copy over. Edit them in the new client's workspace so they match the new client.
- The new client has no accounts or leads. That is expected. Research, accounts and contacts do not copy.