Agencies, freelance consultants and advisors get a separate Growth Method workspace for each client. Add client workspaces from your own account, switch between them from the sidebar, and credit your agency on every client’s shared pages and emails.
What your clients see
A client workspace managed by your agency carries a short credit with your agency’s name, linked to your website:
Managed by Acme Agency · Powered by Growth Method
It appears in three places:
- Shared pages. At the bottom of every campaign, report and chat you share.
- Workspace emails. Invitations to join the workspace, weekly growth reports, campaign updates, comments, new subscribers and the other emails about the workspace’s work.
- Workspace settings. The client’s team sees who manages their workspace in Settings.
The credit shares your agency’s name and a link to your website.
Set up your agency’s workspace
The credit uses your agency’s own workspace, so set that up first. It’s also a place to try out agents, campaigns and skills on your own marketing before adding clients.
- Go to app.growthmethod.com/signup.
- Enter your email address and your agency’s website.
- Select Set up my workspace.
Add a client workspace
Add a new client from Add a workspace. You become the manager of each client workspace you add, so you can invite the client’s team when you’re ready.
- Select your name and photo to open your profile menu.
- Select Add a workspace.
- Enter the client’s website.
- Under Managed by, choose your agency, or leave it on None for a completely separate workspace, such as a side project or another business.
- Select Request workspace.
Decide who does what
Every client relationship is different, so you choose how involved your agency and the client’s team are. Each person joins a workspace in one of three ways:
- Manager. Works on campaigns and agents, and changes the workspace’s settings, such as its goal, integrations and who’s on the team.
- Member. Works on campaigns and agents, and sees the settings without changing them.
- Subscriber. Needs no login, and gets the weekly growth report by email.
For example, your agency runs the workspace as managers, the client’s marketing lead joins as a member, and their founder subscribes. Or the client’s team runs it day to day, and you join as a member to keep an eye on their work. Invite people from Settings, and see roles and permissions and subscribers for more.
Switch between clients
Select the workspace name at the top of the sidebar, then choose a client under Switch workspace. Each workspace is completely separate, with its own campaigns, goal, strategy and integrations, and your role is set per workspace. See roles and permissions for more.
Work across clients in Claude or ChatGPT
Connect Growth Method to Claude, ChatGPT or another AI app once, with the MCP server, and it can work in every client workspace you belong to. There’s no need to switch workspace in Growth Method first: name the client in your chat, such as “plan a campaign for Castos”, and your AI app works in that client’s workspace. Claude works on its free plan, and ChatGPT needs a paid one: see connect your AI client for each app.
- Every request names its client. Each change and each answer says which workspace it came from, and your AI app asks which client you mean when it isn’t clear.
- Chats don’t cross over. Two chats open at once can each work on a different client, and switching workspace in the Growth Method app never moves either of them.
- Questions across clients. Ask something like “which campaigns went live this month for each client?” and your AI app asks each workspace in turn, saying which answer came from which client.
- Only your own clients. Your AI app sees only the workspaces you belong to, with the same role you have in each.
- Which clients are yours. Ask something like “which workspaces does my agency manage?” and your AI app sees the Managed by credit on each workspace you belong to.
Running an automation for one client, such as a weekly summary posted to their Slack? Create its API token while you’re in that client’s workspace, so it can never reach another client’s work.