For Agencies
For agencies

Run every client's outbound
without charging yourself per teammate

Give each client their own workspace, connect the seats that send for them, reuse the plays that work and keep the exact outreach record ready when somebody asks what happened.

A saved-flow library listing Fintech CFOs — 7 step marked Best performing and five more flows, each with its steps, the clients it runs for, acceptance rate and reply rate

The agency case

Three things that decide whether
client work scales

Margin matters. So does proving what your team did and carrying a winning play into the next account without rebuilding it.

1

The Proof

Open the lead record and see every step, its outcome and the exact message that was sent.

A lead record message thread showing sent and received messages with timestamps, next to the lead's details
2

The Margin

Seats are sending accounts. Teammates are free, so your strategist, writer and operator do not each create another user charge.

A card reading Seats are sending accounts. Teammates are free, listing Sending account marked Counted, then Strategist, Writer and Operator, each marked no user charge
3

The handover

Export a flow that worked and import it into another campaign or client workspace.

An HS-BANKS flow from Meridian Labs with Send Connection Request, Wait 2 days and Send Message steps, exported as a flow file into Another campaign and Client workspace

What it costs you

Pay for the seats. Build the delivery team around them.

LinkedIn seats start at $25 per month. The people working inside the client workspace do not add another teammate fee.

A workspace summary showing 6 seats at $25 each a month, 12 clients, 9 people and a $150 monthly cost, with campaign results and the seats and roles for Sarah Smith and Lucy Hill

Reuse

Turn the playbook into something you can actually move

Flow files carry the sequence into another campaign. Templates can also be saved, duplicated and shared so proven structure does not live in somebody's notes.

  • Download the sequence as a reusable flow file.
  • Use the same structure for another rep or another client workspace.
  • Edit the targeting, sender and copy for the next campaign before launch.
An Import Flow prompt reading Load a previously exported campaign flow, above a saved-flow list of Fintech, SaaS, E-commerce, Healthcare, EdTech and Real Estate flows
A Meridian Labs — March client report showing 248 contacted and 63 replied, with Replied and Sent entries for Sarah Smith, Daniel Reed and Alice Green

Reporting

Show the client what
actually happened

Dashboard numbers sit above the underlying evidence: the lead, each campaign step and the exact message that went out.

  • See campaign performance and progress without building a report by hand.
  • Campaign Status records each step, its timestamp, outcome and message body.
  • The audit log records campaign changes, approvals, member changes, lead deletions, integrations and other important workspace changes.

Build the list.
Check who is in it. Then launch.

Questions

Running this as an agency

No. Teammates are unlimited and free. You pay for the sending seats and any additional paid channels or credits you use.

Each workspace has its own seats, members, billing, credits, lead lists and campaigns.

A client's connected LinkedIn account can be the sender seat inside that client's workspace.

Inside a workspace, duplicate prevention stops the same lead being contacted by multiple campaigns or seats, and the block list can exclude people, emails, LinkedIn URLs, companies, domains or CRM records.

Yes. Export the flow and import it into another campaign, or work from a saved campaign template.

Yes. Enterprise starts at 50+ seats and includes white-labelling, dedicated support and sales-team training.