Clipora

agency

The agency operating manual on Clipora

How agencies actually run twelve clients on Clipora — sub-accounts, per-client domains, white-label, roll-up billing, and onboarding.

April 22, 2026·7 min read·The Clipora team, Customer successagencyoperationsworkspaces

The setup

On Agency, you start by creating a child workspace per client. Each one inherits your plan and seats. Brand the client workspace, attach their domain, invite their stakeholder if you want them to see read-only analytics.

Onboarding a client in 20 minutes

  1. Create the child workspace (1 minute).
  2. Attach the client's custom domain — Vercel auto-issues TLS once DNS verifies (5 minutes wall clock, mostly DNS propagation).
  3. Brand the workspace — colours, logo, favicon (5 minutes).
  4. Clone the right industry template — Coach, Course, Real Estate, etc. (5 minutes).
  5. Customise the funnel for the client's specific offer (4 minutes).

Reporting

Roll-up reporting at the parent level shows health metrics across every client. CSV export per client per month if you bill per-client. White-label embeds and Agency-tier templates remove all Clipora chrome from outputs.

On Agency, billing rolls up under your Stripe subscription. Clients are not billed separately by Clipora. Bill them however you want.

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