Solutions · Agencies

Run every client from one login.

Each client gets a workspace of their own: their domains, their channels, their pipeline and their reports. You switch between them in a click, and your AI workforce works every account.

Each client gets a workspace of their own: their domains, their channels, their pipeline and their reports. You switch between them in a tap, and your AI workforce works every account.

An agency team gathers around a laptop while one person explainsAn agency team talks through work at a table by a bright wallAn agency team works together at a shared desk
Your clients · swipe to switch

Lumen Labs has its own domains, channels, pipeline and reports.

An example workspace.

Your week

A week at your agency, with Workloom.

  1. MondayA team cheers together in the officeEvery client’s report went out on its own.Results by client, sent in each client’s time zone, with your branding. Nobody built a slide.
  2. TuesdayTwo founders review a laptop togetherA new client, set up by lunch.A workspace: their domains, channels and pipeline, with their old contacts brought in.
  3. WednesdayA woman laughs on a video call at her tableThree clients’ follow-ups, approved from one list.Your workforce drafted them across every account. You read, changed one, and sent.
  4. FridayA woman works on a laptop from her sofaNo Friday spent fixing records.Every client’s pipeline is already up to date, because every reply and call landed on the record.

An agency’s week across clients, before and after.

Before
  • A shared login or a spreadsheet per client, and reports built as slides.
  • Each new client takes days of domain and mailbox setup.
  • Follow-ups across accounts are tracked by memory.
  • When a client leaves, nobody is sure whose data is whose.
With Workloom
  • A workspace for each client, with their domains, channels, pipeline and reports.
  • A switch between clients in a click.
  • Your workforce drafts the follow-ups across every account for you to approve from one list.
  • The client owns its data; your access is the access it grants, and it ends when the client chooses.

The apps and the pack you would use.

Workflows you would run

Onboard a new client

  1. Create the client’s workspace and give it its own domains and channels.
  2. Connect their mailboxes and import their contacts.
  3. Start their first sequence.
  4. Invite the client with the access they should have.

Approve Monday’s follow-ups

  1. Your workforce drafts follow-ups across every account.
  2. Open one list across the clients.
  3. Read, change one and send.
  4. Each reply lands on the right client’s record.

The monthly client report

  1. Results by client are collected from the work done.
  2. Reports go out in each client’s time zone, with your branding.
  3. The client sees results as they happen, not as a screenshot.
  4. Nobody builds a slide.

What Wren does for an agency.

  • Drafts follow-ups across clients for you to approve in one list.
  • Writes the account brief before a client call.
  • Works inside each client’s workspace and the access it grants.

What people ask first

Who pays for the client’s workspace?

The client, directly. Agencies in the Agency Partner programme earn a revenue share on it. Premier Partners can also bill clients wholesale.

What happens when a client leaves?

Their workspace, data and domains stay with them. Your access ends through the handover flow.

Can we white-label Workloom?

Talk to us: we agree branding with each agency. Full white-label comes with Premier Partner.

Do our staff need to be certified?

To use Workloom for clients, no. To join the Agency Partner programme, two of your team need the Workloom Certified Operator certificate.

Grow with us as a partner.

Partner tiers and your own branding as you grow.

See the partner programme