Course 10 · Multi-client · 7 lessons
Run an Agency or Multi-Client Practice
Triage many client workspaces by named reasons, keep each client's data and brand separate, scope team access, and report results honestly.
Lessons
- 01Separate organization, client, and user accessUnderstand the account, workspace, and role layers, and keep each client's profile, sources, brand, and memory inside that client's workspace.
- 02Give teammates the least privilege they needChoose between account and workspace access and the Manager, Editor, and Viewer roles, so each person can do their job and nothing wider.
- 03Read client attention states and reasonsRead the Agency attention queue by its named reasons, so you know which client needs your judgment first and why, without relying on a score.
- 04Review pending decisions and missing outcomesClear each client's pending decisions and missing outcomes before you change the plan, so the next plan learns from results rather than gaps.
- 05Run weekly briefing reviewRun one Monday review across every client from the Clients page, fix what each briefing flags, and send each client only their own material.
- 06Preserve client-specific sources and brand contextKeep each client's Research, Brand Kit, Business Profile, and memory in the right workspace, and check every external share before it leaves.
- 07Explain uncertainty honestly to a clientPresent a client's results as what is known, what is still Unknown, and what was decided, so Unknown is never mistaken for a conclusion.
Put it to work
Know what to do next.Know whether it worked.
Signal & Science keeps the evidence, the plan, and the results in one place, so each lesson here becomes a working habit in your own workspace.