How do I add a client workspace / onboard a client into Acquisity?

To add a client workspace in Acquisity:

1. From your dashboard, click the Workspace Switcher dropdown in the top-left corner
2. Click New Workspace at the bottom of the dropdown
3. In the "Create Workspace" dialog:
   • Enter your client's business name in the Workspace Name field
   • Click Create Workspace
4. Complete Onboarding with the client's website, business type, sales method, and primary bottleneck
5. Once created, go to Settings → Members in the left sidebar
6. In the "Invite Member" card:
   • Enter your client's email address
   • Select Client from the role dropdown
   • Click Send Invite

Tips:

• Set the client as a Client role so they can view reports and the AI Account Manager but cannot change workspace settings
• Configure the workspace's niche, offer, and branding separately after onboarding and before inviting the client so everything is ready
• Each client workspace has its own separate campaigns, leads, email accounts, and CRM data

Related

• General Settings
• Team Members & Roles
• Billing & Credits