CRM Setup · Case study
Agency SaaS Account Management
Day-to-day management of a white-label marketing software agency account: sub-accounts, snapshots, reselling and revenue reporting in one dashboard.
- Category
- CRM Setup
- 448customers on the managed agency account
The challenge
An agency reselling marketing software needs its sub-accounts, templates and billing kept organised so customers get a working system from day one.
My role
Agency account management and optimisation across sub-accounts.
Implementation
- Sub-account set-up and management
- Account snapshots to deploy proven set-ups to new customers
- Revenue, MRR and customer reporting from the agency dashboard
Inside the build
-
Agency revenue & customers overview
The service behind this result
Audits, Troubleshooting & Account Management
I audit your existing CRM and automations, fix errors, remove duplicates, document what everything does and keep the account healthy with ongoing management and optimisation.
What this kind of build typically includes
- Full account and workflow audit with findings
- Bug fixes and workflow clean-up
- Documentation of every active automation
- Ongoing management and improvement
