Set Up Your Agency Workspace and First Client
Updated June 12, 2026
This guide takes you from a fresh account to a working agency setup: a workspace, your team, your first client, and an agreed set of goals for that client.
Start your trial
Every plan starts with a 30-day free trial, no credit card required. Create your account and you land in your agency workspace.
Plans differ by how many clients, social accounts, and team seats they include:
| Plan | Price | Clients | Social accounts | Team seats |
|---|---|---|---|---|
| Starter | $29/mo | 1 | 6 | 3 |
| Professional | $97/mo | 8 | 20 | 5 |
| Agency | $197/mo | 25 | 75 | 10 |
| Scale | $397/mo | Unlimited | Unlimited | Unlimited |
You don’t need to pick a plan to finish setup. Compare them on the pricing page when you’re ready.
Invite your team
CampaignSwift is built for agencies, not single brands, so access is role-based from the start. Team members can be admins, managers, or executives, and each role sees and controls the right things. You can also name an account manager per client, which matters later: agents escalate client decisions to that person.
Invite your teammates and assign each one a role. Seat limits depend on your plan (see the table above).
Add your first client
Your workspace holds all of your clients, and you switch between them instantly. Each client’s content, approvals, and reporting stay organized under that client. Add a client record for the first account you manage. How many clients you can add depends on your plan.
Review the Onboarding agent’s proposal
Adding a client is where the Onboarding agent steps in. It proposes two things for you to review:
- A goals and KPI contract: a concrete, shared definition of success for the engagement.
- A setup checklist: brand voice, account connections, and a first content plan.
Nothing here is assumed or auto-applied. Like everything the AI does in CampaignSwift, the proposal waits for you: review the goals, adjust what’s off, and agree to them before they go live. Agreeing on KPIs up front anchors the relationship and gives the other agents (like Content Suggestion and Reporting & Retention) real goals to work against.
Read more in the Onboarding agent doc or on the agents overview.
Next steps
With the workspace, team, and first client in place:
- Connect the client’s social accounts: Facebook, Instagram, X, LinkedIn, YouTube, TikTok, and Pinterest.
- Meet the AI Copilot, the assistant that lives on every screen.
- Set AI credit budgets: a monthly cap with a warning threshold, so AI spend stays predictable from day one.