Agency

Grow an agency without selling more hours

Agencies stall when every delivery is custom, the tools are scattered and the founder sells hours. This guide covers positioning, packaging and operations, using what the agency console gives you: client sites under one roof with roles per site, proposals, contracts and invoices paid into your own Stripe account, and your name on the client's dashboard on the agency plans.

4 min read · 6 sectionsChecked against the product on

On this page

Niche down to charge more

A generalist agency competes on price with every other generalist. Pick an industry (dental, trades, professional services) or a service (store launches, local search and a site) and become the obvious choice inside it. A narrow practice lets you reuse a page order, a copy structure and a set of proof points from one client to the next, so the second site costs half what the first did and the tenth costs a quarter.

Cliux gives that repeatability a floor: every new site starts from one of eleven themes and eight kinds of site with the right pages already in place, and the pattern you settle on for your niche is what you build on top of it.

Productised offers and pricing

Sell packages with a fixed scope and a fixed price, and a care plan that recurs. Fixed scope protects your margin and tells the client exactly what they are buying; hourly billing does neither. Include hosting, a monthly round of edits and a short report in the care plan, so the recurring line has a reason to exist.

The paperwork lives in the agency console: proposals the client accepts, contracts they sign, and invoices paid by card into your own Stripe account through the client portal, with no platform commission. Mark an invoice paid by hand when the money arrives another way.

Client sites, roles and your name on the door

Every client site sits under one console. Agency owners and admins reach all of them; a site user or a site guest reaches only the sites you grant, and the invitation names those sites. That is how a client edits their own copy and images without ever seeing another client's work, and how a contractor edits one site and nothing else.

On the Agency and Scale plans the client's dashboard carries your name and logo, and the documents they sign carry them too. The dashboard itself stays on the Cliux address; it is the client's site that lives on their own domain, connected with two DNS records and issued a certificate.

Hiring and delegation

The first hire is usually a project manager or an implementer, not a second salesperson. Give people the role their work needs: a designer gets a site role on the sites they build, an admin gets the whole agency, and nobody gets billing who does not need it. Each agency plan includes a number of seats; the console tells you when you are at the limit.

Write a kickoff checklist and run it every time: brand assets, domain access, the client's Stripe connection if they will sell, tracking ids if they want them, and who approves what. Review margin per client every quarter and let the bottom few go.

Sales pipeline and proof

Put every lead in the pipeline board with the lanes named for your own process, from first call to signed proposal, and move cards as the conversation moves. Contacts hold the people; the board holds the deals and their value, and the lane totals tell you what the next quarter looks like.

Proof closes deals. Publish case studies with a before and an after, ask the happiest clients for a short video, and partner with agencies that do what you do not (advertising, public relations) for referrals both ways.

Metrics that matter at scale

Track recurring revenue from care plans, average project size, gross margin per client and churn on the recurring line. The number that should climb every year is revenue per person on the team.

Part of that climb is tool consolidation: the site, the forms, the contacts and pipeline, the store, the bookings and the client paperwork run in one console, so there are fewer seats to pay for and fewer tabs to switch between. Email sending stays in a dedicated tool, on purpose. Watch the invoices view for what is paid and what is overdue; cash collected is the metric behind all the others.

The features this guide leans on

Get started

Put the guide to work on a site of your own.

Building and previewing costs nothing. Publishing with your own domain is $9 a month on a personal site, and the agency Starter plan publishes 2 client sites for free.

  • Why Cliux?
  • Freeform canvas
  • Ten business cores
  • Phone layout, derived
  • Your own domain
  • Developer mode