Run every client with its own team
One private team per client: its own tools, its own documents and memory, its own budget, and the weekly report written for you.
By the end each client has a standing team that only the people on that account can see, working in that client's tools and documents, and writing the weekly report before you sit down on Friday.
About 15 minutes.
- 01
Hire one team per client
On the dashboard, press New team and pick Digital Agency, or describe the account in a sentence. Name it after the client. Give it a budget: it's a hard cap, and in the team's Settings tab you can tick Refills every month so it becomes that client's monthly allowance.
- 02
Keep it to the people on the account
In the team's Settings tab, under People on this team, add the account manager as Lead and anyone who signs work off as Approver. Then tick Only people on this team can see it: its jobs, memory and documents are hidden from everyone else (owners and admins always see everything).
- 03
Give it the client's own tools
In the team's Settings tab, under Connections, add the client's tools just for this team (their Webflow, ClickUp, Semrush or Google Drive). A team's own connection overrides the shared one of the same service, and you can switch off any shared connection this client's team shouldn't use.
- 04
Give it the client's documents
In Docs, put each client's brand guide, briefs and past reports in that client's team library, not the Organisation library: every team reads the Organisation library, but a team never reads another client team's documents. Then open Learn the job on the team page so it studies them before it writes anything.
- 05
Put the weekly report on a schedule
Under On-call triggers, add a routine at a time of day (say Friday at 3pm, in your timezone) with the job: “Write this week's client report from the work done, ready for me to send.” It lands as a draft for you to check, and anything that would go to the client asks you first.
One plan covers many client teams: Business runs five at once and Company twenty, each with its own cap, so one client's busy month never spends another's budget.