All About Agencies

Modified on Wed, 22 May at 10:50 AM

Learn more about the AutoFunnel.AI certification program here.

Now announcing, AutoFunnel agencies.

We've found that Agency accounts are the easiest way to keep your clients organized. With our newest update, you can create individual accounts for each of your clients, integrate separate API accounts, plan standalone funnels and pages, generate books specifically for their target demographics, connect their own domains, etc., etc.

The point is that they're completely separate.

There are just a few things you really need to know about using agency accounts, and that's creating, using, and transferring them.

Let's talk about creating agency accounts. First things first, you'll need to be granted access to our agency software through our certification program. Once you complete your training and get approved, you'll get this button on your console.

That's your Agency Console. When you click that button, you'll see a list of all the agency accounts active under your profile.

As you make more agency accounts, you'll see a list of profiles in your sidebar. Click any of them to jump into that client and start creating!

To create a new account under your agency, you'll provide some information like who you're working for, how you want to refer to your client, and any notes you might have on the project or business.

Now you can create custom funnels, pages, books, get your clients integrated with zapier, stripe, mailchimp, bring on their domains, and more! Time to get to it!

When you're ready to give your clients the funnels, books, pages, copy-written material, etc. that you've created for them, you can transfer the account to a new user and out of your workspace.

You can also duplicate your existing funnels and pages into your agency accounts, so if you have a system that's working well, you can try it out on another profile too.

If you have any other questions about agency accounts, please let us know at [email protected]!