Multi-tenant from day one. Each client gets clean separation, white-label dashboards, and the option to take their warehouse with them when they leave.
Your agency is the org. Each client is a workspace. Data, credentials, and access are scoped per workspace — no shared spreadsheets, no cross-client leaks.
Strategists see all clients. Account managers see their book. Clients see their own workspace. One login, role-scoped access.
We price per workspace, not per user. Your team can grow without you negotiating a new tier every quarter.
Each client's SP-API and Ads credentials live in their workspace, encrypted and rotated. Nobody types a client password into Slack.
One template, fed by per-client warehouses. Refresh the data, not the deck.
Sheets and Looker Studio refresh on a schedule. Power users get direct SQL.
Same warehouse for ads, finance, and the client review. One source of truth, no more "which dashboard is right."
If a client leaves, they keep their warehouse. We hand over a Postgres dump (or just the credentials, if it's their own database). That's not a bug — it's the pitch. Brands that know their data is theirs are the ones who renew.