Keep client work clearly organised
Create clients and the contacts who need to receive campaign information. Give each campaign its own instructions and customer contacts.
Build a team with clear responsibilities
Invite agents to work their campaigns, managers to review opportunities and administrators to oversee the workspace.
Make quality part of delivery
An agent-raised opportunity starts a manager review. Once approved, the lead report can be shared with the relevant contacts.
Report on outcomes, not scattered spreadsheets
Use campaign statistics and outcome reporting to understand activity and keep client conversations grounded in the work.