Agency workspace guide
Outreach for
several clients,
run by one team.
How to set up client workspaces, brands, scripts, senders and campaigns in VooReach when you run outreach for more than one business.
VooReach, a product of webxlr8
Agency workspace guideWorkspaces, brands
and script libraries
Clients sit in workspaces. A brand is the name you send as. Scripts sit in one library per brand, per industry, so several brands or clients run side by side without sharing words.
How you split it is up to you
One workspace per client keeps each account apart. Several brands inside one workspace suits a client that sells under more than one name. Either way, scripts follow the brand and the industry.
Agency workspace guideSenders, assigned
person by person
A sender is the LinkedIn or email account a message goes out from. Sender accounts can be individual or team accounts, and each one is assigned per user.
| Sender account | Channel | Type | Assigned to |
|---|---|---|---|
| Aisha Rahman | Individual | Aisha | |
| Aisha Rahman | Individual | Aisha | |
| Harbour Freight outreach | Team | Aisha, Tom | |
| Tom Okafor | Individual | Tom | |
| Kestrel Studio outreach | Team | Tom |
LinkedIn plus email sender, per user
What Standard includes for every user on the team.
- Extra senders. An add-on, priced per user per month.
- Free. 1 outreach account, LinkedIn or email.
Team management
Invite members, see pending invitations, and put people into groups.
Agency workspace guideCampaign sequences,
in four states
Each campaign sequence carries a state. Read the states across every client and you know where each piece of outreach stands.
Still being built
Under way
On hold
Finished
| Client | Campaign | Channel | State |
|---|---|---|---|
| Harbour Freight | Fleet managers, first touch | Active | |
| Harbour Freight | Warehouse leads, email intro | Paused | |
| Kestrel Studio | Hotel groups, connection notes | Draft | |
| Northgate Haulage | Parts buyers, follow-up | Active | |
| Northgate Haulage | Trade show contacts | Completed |
LinkedIn sends log as
Logged to the contact, whichever client it belongs to.
Email results come back as
Per contact, with the reason. Read those rows first.
Before a client campaign goes active
Right workspaceThe client workspace and brand are selected.
Right contactsEnriched, with brand and industry set.
Right scriptFrom that brand's library, previewed.
Right senderAssigned to the person running it.
Agency workspace guidePlans for agencies
Agencies self-serve
on Standard. Only white-label
needs a conversation.
billed annually
- Unlimited client workspaces and brands
- Unlimited team members, billed per user
- 10,000 contacts per user, pooled across the organisation
- 1 LinkedIn plus 1 email sender per user, extra senders as an add-on
- Unlimited booking links, with round-robin and collective
- Google Calendar, Outlook, Google Meet and Teams
- Apollo and Lusha enrichment
- Their brand
- Their domain
- Client-facing dashboards
Start with a 14-day free trial of Standard, with a card on file.
Prices in USD, before tax. Annual billing saves 17% against monthly.