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Sell and launch this solution
Agency client workspace
Create a client workspace that an agency can brand, operate, and report from.
What happens after your client buys: they complete the intake form below, and Lead OS creates the business-ready solution plus any downstream customer-facing surfaces this offer requires. Included in: Starter, Growth, Professional
Business buyer
Agencies launching client-facing lead systems.
Client business receives
A branded client workspace with capture, dashboard, reporting, credentials checklist, and client-ready handoff.
Audience model: B2B
Sold to a business buyer for internal operations, strategy, reporting, enablement, or workflow execution.
Downstream experience
The primary experience stays inside the buyer's team: operators, founders, consultants, executives, marketers, or delivery staff use the outputs to make decisions and run workflows.
Modular launch
Can be delivered alone, in a selected bundle, or with the full solution catalog.
No extra setup
Optional account connections use managed handoffs, so delivery starts from the intake form.
Multi-niche ready
marketing agencies, lead-gen agencies, consultancies, fractional CMOs, operators
Who this offer is for
Agencies that need a repeatable client workspace for lead capture, reporting, and delivery accountability.
Decision maker
Agency owner, client success lead, fractional CMO, or lead-gen operator.
Resident or end user served
Agency clients and their internal teams who need visibility into leads and outcomes without learning the agency's backend.
Messaging
Launch a branded client workspace that shows what was built, captures demand, routes leads, and reports progress.
Specific pain points
What the resident, end user, client, or internal operator is struggling with.
- Client work is scattered across docs, dashboards, and tools.
- Clients do not know what has launched or what is missing.
- Agencies need repeatable handoff and reporting.
- Credential collection blocks launches.
Expected result
A branded client workspace with capture funnel, routing policy, operator dashboard, report template, handoff page, credential checklist, and acceptance tests.
Delivery shape
Client workspaceCapture funnelRouting policyAgency dashboardClient reportCredential checklist
Prepared to create client workspaces, reports, and handoff surfaces. Live CRM/webhook actions require approved access.
User journey
The experience path for the specific persona this offer serves.
- 1Discover
Understand how the offer helps the agency client.
Package page explains the client workspace outcome in customer language.
Evidence: Persona blueprint and package catalog for agency-client-workspace.
- 2Submit
Give the business context once.
Intake captures target market, offer, current process, success metric, constraints, and brand voice.
Evidence: Package provision form and API schema.
- 3Provision
Receive a complete solution, not software to configure.
Provisioner creates hub URLs, artifacts, automation run evidence, and acceptance tests.
Evidence: Package provisioner outputs.
- 4Use
Reach leads and reporting.
Client uses delivered capture, operator, reporting, billing, or workspace outputs.
Evidence: Workspace route and package deliverables.
Service blueprint
Frontstage experience, backstage provisioning, support system, and failure handling.
Client workspace launch
Frontstage: Agency submits client, market, offer, and routing details.
Backstage: Workspace and routing artifacts are generated.
Support: Provisioner creates client-facing pages and operator views.
Failure state: Missing credentials become checklist items and managed defaults.
Provision
Frontstage: Client sees launched delivery, capture, operator, reporting, and billing links as applicable.
Backstage: Package provisioner creates URLs, artifacts, automation runs, acceptance tests, embed code, and solution brief.
Support: Package catalog, provisioner, persistence store, workspace route, and managed handoff defaults.
Failure state: Validation blocks missing required fields; persistence failures return explicit 503 errors.
Operate
Frontstage: Client or operator uses the delivered outputs and reports rather than learning a tool.
Backstage: Artifacts are grouped by launch surface and surfaced in the delivery hub.
Support: Workspace pages, reporting pages, operator surfaces, and acceptance-test evidence.
Failure state: External live actions remain labeled as needing approved account access when credentials are absent.
What your client receives
These business-ready assets, handoffs, reports, customer-facing pieces, and implementation guides are created when the form is submitted.
- Client workspace shell: Branded client workspace with plan, market, offer, and operator details.
- Client capture funnel: Lead capture page and embed configuration scoped to the client.
- Client routing policy: Rules for quote, booking, support, and nurture handoff.
- Agency operator dashboard: Single view of client status, readiness, and lead flow.
- Client report template: Weekly performance report structure with source and ROI sections.
- White-label handoff page: Customer-facing launch page that explains exactly what was built.
- Credential checklist: CRM, email, domain, webhook, and billing connection requirements.
- Acceptance test pack: Runnable checklist for form capture, scoring, routing, and dashboard verification.
Example client website
A standalone example for Maple Agency Client Hub. It shows this package as if it belongs to the client, not to Lead OS.
Simple steps the client follows
These are written in plain language so the buyer knows what to do with the finished system.
- 1The customer fills out one short form.
- 2The system builds the pages, rules, reports, and handoffs.
- 3The client opens this website and sees the finished work.
- 4The team follows the guide and uses the first deliverable.
- 5The report shows what changed and what to improve next.
Launch Agency client workspace alone or merge it with other solutions
This standalone offer uses the same universal intake as every bundle. Keep only this solution selected, or add any other packages before launch; the backend provisions the selected combination from this one submitted form.