Onboard a new agency client in 15 minutes

1. 01

   Switch workspaces → New client workspace

   Workspace switcher top-left. Every client gets their own workspace so content never leaks across accounts.

2. 02

   Name it "Client name — Content"

   Use the client’s actual brand name, not your internal code-name. Clients see the workspace name when they open review links.

3. 03

   Set type = Client

   This tags the workspace correctly in the Clients dashboard and enables per-client analytics rollup.

Settings → Brand Kit in the new workspace. Collect these assets from the client before the kickoff call — if they are late, onboarding slips. The six elements:

This is where most agencies fail. They skip Brand Voice and wonder why their output reads generic. Spend five minutes on this, save five hours a week on edits.

Pull the client’s three best-performing organic posts. Read them out loud. Extract: how they open, what words they use, what they never say, how they end. Translate that into the Tone field.

Set the niche preset in Settings → Templates (Coach / Podcaster / SaaS / etc.) so the platform templates get industry-correct tone layered on top.

Workspace → Team. Add your internal team with the right role — and add the client as a reviewer if they want direct approval access.

If they run a filmed podcast, paste the episode’s YouTube link. If they record Looms, have them download the MP4 — upload it into Clipflow. Whatever they record, get ONE long-form video into the library on Day 1.

When the client opens the review link, they see their own brand — this workspace’s name and the logo and accent colour from its Brand Kit — and no Clipflow logo, only a small "Powered by Clipflow" line. Your agency’s own brand does not appear on the page.

Settings → Brand Kit, inside the client’s workspace: upload the client’s logo and pick their accent colour. Every review link from this workspace now shows that brand, and the same logo goes on the client’s rendered clips.

1. 01

   Generate drafts for the first long-form

   One post per video, in the client’s voice; you pick its channels when you send it.

2. 02

   Internal review pass

   Your team reviews each video’s posts (Review & publish under its clips). Edit inline or regenerate single platforms that miss.

3. 03

   Move drafts to Approved

   This is your internal QA gate — client never sees Draft-state content.

4. 04

   Create a white-label review link

   Outputs panel → Review link → Create. Copy the URL. This is what you send the client — it opens in the client’s own brand, not Clipflow’s.

5. 05

   Send the review link in your channel of choice

   Email, Slack, WhatsApp — wherever the client expects to hear from you. Clients click, review, comment inline, approve or request changes.

6. 06

   Iterate until client-approved

   Comments land back on the video’s posts. Address them, regenerate if needed, move to approved when done.

7. 07

   Publish the week

   Publish each approved draft from the Review board — one click per post, or "Send N now" for the whole batch, with an undo window. Delivery runs server-side with automatic retries. Client sees live posts within the week.

The bottleneck that kills agency growth is not Clipflow — it is your ability to keep each client’s voice distinct without duplicating setup work. Two patterns help:

Pattern 1: Templates per niche

Create niche-specific custom templates in Settings → Templates. One for coaches, one for SaaS, one for ecom. When you onboard a new client, apply the template + niche preset + Brand Kit — you save 30 minutes per onboarding on prompt engineering.

Pattern 2: Audit log as QA layer

Every Friday, open the audit log for each client workspace. Spot unusual activity — logins at odd hours, role changes, deleted drafts. Agencies with 5+ clients catch mistakes this way that would otherwise surface at renewal.