Agencies juggle many brands, each with its own ad accounts, stores and reporting expectations. Attribution that works for one brand often breaks down at ten. The fix is structure.
One workspace per brand
Keep each client's data completely separate: touchpoints, sales, spend, team and billing. In Trakinit, each brand is a workspace, and one login can belong to many. Switch between them from the workspace menu in the top bar. See several brands or clients.
Roles per client
Access should match responsibility, and it can differ by client:
- Admin: billing and team members, usually the client's owner or the agency lead.
- MarTech: connects channels and stores, imports sales, manages API keys.
- Analyst: reads every report but can't change data.
An agency strategist might be MarTech for one brand and Analyst for another. Read team members and roles.
Standardize before you scale
Comparisons across clients only work when the inputs match:
- One UTM convention for every client.
- The same lookback window for comparable brands.
- The same default model for client reports, with the others available for deeper analysis.
Report every store, not just the website
Many agency clients sell on Amazon, Walmart or in retail. If your reporting only counts website revenue, you'll undersell your upper-funnel work. Bring every platform's orders in. See attributed vs blended ROAS.
Weekly summaries without manual work
A Monday email summary of revenue, matched sales and top channel per workspace keeps clients informed without a spreadsheet. Each person chooses which emails they get in Settings.
Common mistakes to avoid
- One shared workspace for all clients. It risks mixing data and makes access control impossible. Use one workspace per brand.
- Giving everyone admin. Admins control billing and team members. Most agency staff need MarTech or Analyst access.
- Different models per client report. Comparisons across brands only work on the same model and window.
- Website-only reporting for omnichannel brands. Clients who sell on marketplaces or in retail will undervalue your upper-funnel work.
A weekly reporting routine
- Monday: read each client's weekly summary email for revenue, matched sales and top channel.
- Open each workspace's Channels page and note changes in attributed ROAS.
- Check Journeys for one or two recent high-value sales to sanity-check the story.
- Share findings with the client's analysts, who can see the same reports with read-only access.
Frequently asked questions
Can one person belong to many client workspaces?
Yes. One login can belong to any number of workspaces, with a different role in each. Switch between them from the workspace menu.
Is each client billed separately?
Yes. Each workspace has its own plan and billing, so clients can pay directly or the agency can manage billing as an admin.
How do I keep client data separate?
Workspaces never share touchpoints, sales or spend. Searching, reports and exports only ever show the open workspace. See team members and roles.
Start a free trial and set up your first client workspace.