Use case
One workspace per client — not five logins and a spreadsheet
Connect production GA4, Ads, GSC, GTM, Bing, and Clarity once. Cache metrics, run insight recipes, and strategize without tool sprawl.
Page intent
When to run “Agency multichannel workspace”
This playbook is for teams who need a repeatable workflow on synced SEO, Ads, and CRO evidence — not a slide framework without data.
- Faster audits and QBRs
- Less brittle spreadsheet ops
- Clearer upsell into CRO and paid efficiency
- Team invites without sharing Google passwords
How it works
Create a site per client property
Isolate workspaces so credentials and metrics never cross clients. Enable workspaces to invite teammates by email.
Connect the stack once
OAuth for Google/Bing/Meta; paste Clarity tokens per site; optional LLM keys for briefs. Invited users sign in with Google or email OTP.
Standardize the insight ritual
Weekly sync → overlay organic/sessions/conversions → review colour-coded SEO/Ads/CRO opportunities → brief stakeholders.
Scale with templates
Reuse the same opportunity taxonomy and colour schemes across accounts for consistent delivery.
Outcomes
Faster audits and QBRs
Less brittle spreadsheet ops
Clearer upsell into CRO and paid efficiency
Team invites without sharing Google passwords
Related features
Related
Supporting blogs for this use case
Agency multichannel workspace: a practical playbook
Step-by-step approach to agency multichannel workspace with unified conversion data.
Metrics that matter for agency multichannel workspace
Which KPIs prove progress — and which vanity numbers to ignore.
Common mistakes in agency multichannel workspace
Patterns that waste budget or time when teams stay in channel silos.
How to report agency multichannel workspace to stakeholders
A narrative structure executives understand: risk, evidence, action.
Stack setup for agency multichannel workspace
Connections, scopes, and sync habits that make the use case reliable.
FAQ
Questions teams ask before they switch
Multi-user agency roles?
- Invite teammates to workspaces by email. They sign in with Google or a one-time email code, then link Google for data connections. Richer role matrices are on the roadmap.
How do invites work?
- Enable workspaces, invite by email, teammates sign in with Google or OTP, then link Google for API access.
Can credentials cross clients?
- They should not — keep one site/workspace per client property and connect OAuth per workspace.
What is the weekly ritual?
- Sync → overlay metrics → triage colour-coded opportunities → brief owners → ship → re-sync.
Do you support whitelabel reports?
- Agency paths include co-branded / export-oriented reporting; talk to us for rollout expectations.
Is demo useful for pitching?
- Yes — show the interactive demo before connecting a prospect’s production accounts.
Run agency multichannel workspace on your stack
Request a private beta seat — or explore the full interactive demo with sample data.