Set Up Your Account Structure as an Agency

Agencies using WhatConverts to manage multiple clients can tailor their account structure to fit how they work with clients, from how billing is handled to how team members and clients access the platform.

This article walks through the recommended setup for agencies, plus alternatives and tips to help you decide.

Recommended Setup: Agency Plan With One Master Account

The preferred setup for most agencies is to use a dedicated Agency Plan with one Master Account for your agency.

From there:

• Create one Account per client: Keep each client's data, leads, and settings separate.
• Add Profiles for each location or website: Track different branches, locations, or websites under one client account.
• Manage everything centrally: Billing, usage, users, and roles are all controlled from your agency's Master Account.

Alternative Setups

While the Agency Plan is ideal for most, there are cases where other setups make sense.

1. One Master Account Per Client (Separate Billing)

If you want clients to be billed directly (rather than going through your agency), you can:

• Create a separate Individual Business Master Account for each client.
• Set each one up with its own plan and billing.
• Have your agency added as a Master Account User or Account User for access.

2. Add Clients to Your Existing Individual Business Plan

If you're using an Individual Business Plan for your agency, you can:

• Add extra Accounts for each client (at an additional cost per Account).
• Manage multiple clients under your single Master Account.

Tools at the Master Account Level

With an Agency Plan, you can set up once and scale across all client Accounts:

• Lead Intelligence rules: Categorize and qualify leads consistently across all clients (Elite plan only).
• Master Integrations: Connect ad platforms (e.g., a Google Ads Manager Account) once at the Master Account level.
• Alerts: Monitor lead activity or phone usage across every account.

Elite Plan Advantage

If your agency uses the Agency Elite Plan, all Accounts under your Master Account will have access to Elite features, without paying their own upgrade.

This includes:

• Customer Journey
• Lead Intelligence
• Multi-click Marketing Attribution
• Advanced security (e.g., SSO)

Final Recommendation

If you're an agency planning to manage multiple clients in WhatConverts:

• Start with an Agency Plan.
• Use one Master Account for your agency.
• Create one Account per client.
• Use Profiles for business locations or websites.
• Assign users and roles based on internal or client needs.
• Leverage Master Account-level tools for efficiency and consistency.

This approach keeps client data secure, streamlines your workflow, reduces costs, and helps your agency scale with WhatConverts.

Related Topics

• Understand the WhatConverts Account Hierarchy
• Understand the Master Account Settings
• Understand the Account Settings
• Understand the Profile Settings
• Search and Navigate Accounts with the Account Navigator