All stories
Agency · Digital agency, 12 clients
An agency running lead capture for a dozen clients from one place.
Illustrative examples. These businesses are fictional and the stories describe how SocialXReach is designed to be used — not measured results.
The challenge
Each client had a different process for handling enquiries, which made reporting and handovers messy for the account team.
The solution
Separate workspaces per client, a shared library of qualifying templates, and a weekly digest of new leads sent to each account manager.
The intended outcome
Account managers onboard new clients faster and every lead arrives with the same structured details.