When you manage multiple client accounts, you definitely want an "at a glance" view from where to manage, track and log-in to each of them without a fuzz. It saves so much time!
Follow the most important metrics for each account in real time for a quick overview of their performance.
Secure master login
No need to remember a bunch of passwords for all your client accounts: simply log in straight from your master account via our secure one-click login process.
Everything under one billing profile
You don't want to keep track of multiple billing profiles for each of your client accounts. We make your life easier by centralizing all accounts under one unified billing profile. Simple, uh?
Add new clients under your Agency portfolio
As your agency grows, you can easily add client accounts to your portfolio via two different ways: buy client accounts in bulk at discount or import already existing accounts.
Create login credentials for your clients
If you want to let your clients co-manage their accounts, you may create, at your discretion, login credentials with custom permissions.
Generate reports for your clients
Your clients will ask you about their account performance, no doubt about it. Kartra generates personalized reports for each client so they can review their account key metrics!
Terminate the client/agency relationship at any time you wish.
Choose your Agency model
When it comes to registering client accounts under your Agency portfolio, you have two options at your disposal:
The owner model
Buy new accounts on your clients' behalf and mark them up!
Sometimes, your client might not have a Kartra account or might not even want to be involved in the technology aspect behind his online business.
In this case, you may actually purchase Kartra accounts in bulk at a 40% discount and mark them up at will: charge your customers a monthly retainer fee for your agency services and secure a recurring income!
The contractor model
Link existing accounts and manage them as a contractor!
If your clients already have a Kartra account, or you prefer to refer them via your affiliate link, your best option is to simply establish a connection between the their account and yours.
Under this business model, you will be operating their account as a contractor on a project-by-project basis, and the contract can be terminated at the completion of the project.
Keeping your billing simple
We want to make your life (and your accountant's!) as simple as possible.
For that reason, you won't need a separate billing profile for each of your client accounts. Instead, your agency portfolio will be governed by one unified billing profile.
As a result, you will be able to buy client accounts in bulk through one single credit card. Moreover, if you want to update your card info for all your accounts at once, one single form will suffice. Plus, you will be able to download their respective invoices from one centralized dashboard.
You know, as an agency you should spend your time growing your clients' businesses and not weeding through tons of paperwork. Kartra Agency makes sure your focus is where it should be.
Your entire client portfolio handled through one unified billing profile. More productivity, less paperwork!
KEEP YOUR CLIENTS IN THE LOOP
Let your clients extract, in real time, the metrics relevant to their account performance. Keep them in the loop without you having to crunch any data whatsoever for them!
Your clients will be reaching out periodically asking for updates on their account performance. As an agency, communicating with them and keeping them informed will be a pivotal part of your daily bread and butter. To this point, you'd basically have two options: either you give your clients access to their account so they check the charts by themselves, or you feed them with the essential metrics most relevant to them.
To help you in this regard, Kartra Agency automatically generates a segregated report, on an account by account basis, where your clients will see their account sales, revenue, page visitors, leads generated, etc. Best part: it updates in real time and they can refresh it as often as they like, liberating you from the data-crunching chore!
Brand your agency!
You work hard to provide the best possible service to your clients, and you want your agency to generate a buzz for itself. Basically, you want to build brand recognition for your clients and, certainly, for yourself.
Kartra Agency embeds your agency branding at the footer of every email you send on behalf of your client. It's subtle, non-clickable and non-intrusive, but it sure does get the job done to spread your name as a quality service provider. Chances are that some of the recipients of those emails might be qualified prospects for your agency service, so let your work open up that door for you!
Every bit of publicity helps... especially if it's free and viral!
Your branding will be embedded at the footer of every mail sent on behalf of your clients.
Got questions? We've got the answers!
If I purchase a client account, I am paying 40% off the monthly fee (like for example if it's $99 a month, I'm paying $59), but... I can charge them the $99 price?
You can charge them for your services whatever you want — $99, $999, $9,999 — the options are only limited by what your client is willing to pay. Kartra will charge you $59, regardless of what you charge them.
And how do I charge my customers?
If they purchased their account from you, you can charge your customers however you choose to charge. Maybe it's an invoice. Maybe it's through Kartra. Maybe it's for 6 chickens and 3 goats. Whatever floats your Agency boat.
Can we manage Agency, while our sub-accounts pay Kartra directly, instead of me?
The answer to this is...it’s really up to you, and depends on how you set up your client accounts. If you choose to be the owner of all your client accounts (and own all their assets so they can’t take everything and run), then you are responsible for the billing. However, if you prefer to work as a contractor and you want your clients to pay Kartra directly, simply have them purchase their account individually and then connect it to your account.
Do we get the affiliate payments for the clients we sign up?
This really depends on how you choose to structure your agency clients. If you choose to own the client account yourself, you won’t get an affiliate payment, but you will get a 40% discount ( which is the same percentage as an affiliate commission). Then, you set the price for your client, and bill the client separately, effectively earning you more than an affiliate commission would. On the other hand, if you choose to have the client own their account and handle billing themselves, then yes, you can earn an affiliate commission as long as you give them your affiliate link to purchase Kartra with.
Do Agency sub-account pay me an affiliate kickback? If not, why not?
Think of it this way — as an affiliate, you earn a 40% commission on every sale you refer. As an Agency, you're paying for your clients’ accounts (and then separately billing them), at a 40% discount. We've essentially just built in the commission as a discount to make for less money swapping.
Are all sub-accounts part of our account (i.e., Shared emails, domains, etc.) or would they have their own — at a reduced price in our dashboard?
No need to sweat shared metering — each sub-account has its own usage-independent metering based on the plan you select for that client — all of which are offered to you at a 40% discount.
Can our clients log into the funnels we build, write emails, add pages, etc. if they want to?
You have the power here. If YOU want to let your clients log in, these yes, you can create login credentials for them to poke around. But remember, as an Agency, you're in control of your client accounts, so you need to allow them in (if you choose to do so), and you decide the level of access a client gets. They can have full access to edit, limited to just view certain things, or no access at all.
Can I turn off the email footer with my Agency branding?
At this time, you can co-brand with your Agency in the email footer, if you so choose.
Can I move existing client accounts into my Agency, or only accounts that have been actually registered from within my Agency account?
You betcha! When setting up a client account inside your agency, you just need to import them as an independent account, instead of as an account you own. The only downside to moving over existing clients that already have Kartra is you won’t get a sweet affiliate commission or monthly discount for owning the account, unless you were previously an affiliate on the account when they signed up.
How many sub-accounts do I get when I sign up for Agency?
We don't believe in limiting our customers, so we've chosen to make sub-accounts something you purchase separately (at a 40% discount). This way, you're not paying for anything you don't need, and you're not limited in how many sub-accounts you have.
Is there a preview of the training that's included in Kartra Agency?
The Agency Success Series will launch to Kartra Agency owners is the coming weeks.
So far, we have a dozen or so experts (we're talking people who've generated 6 figures or more from their agencies) lined up that we're going to interview.