The RB2B Agency Program is designed for marketing agencies, sales consultants, and growth partners who want to manage multiple client accounts under a single umbrella — while still giving each client their own subscription, data, and dashboard access.
Additionally, the program supports managing client accounts that are already set up, ensuring flexibility for agencies dealing with pre-existing accounts.
Whether you're scaling your services, simplifying client setup, or looking to deliver more value, RB2B’s agency model makes it easier to grow your book of business without the operational headaches.
What is the RB2B Agency Program?
RB2B’s Agency Program allows agencies to create and manage sub-accounts directly from their main account. Each sub-account:
Has its own subscription and credit pool
Can be fully managed by the agency
Retains its own data, integrations, and configuration
Agencies can seamlessly switch in and out of sub-accounts to manage setup, make updates, and provide support — while clients still have access to their own dashboards.
Why Use the Agency Model?
The agency model simplifies multi-client management by:
Centralizing access to all accounts under one roof
Giving full admin-level control over sub-accounts
Allowing flexible billing options — agencies can pay or let clients handle billing directly
Unlike other platforms that restrict visibility or functionality, RB2B gives agencies full oversight and control without sacrificing data isolation between clients.
Billing & Flexibility
Each sub-account in the agency model has its own active subscription and credit usage pool, ensuring clean separation between clients. Currently, there is no functionality to share or aggregate credits across multiple sub-accounts, though this feature may be considered for future updates.
Agencies can choose how billing is handled:
Agency-billed: Add your own payment method to the sub-account
Client-billed: Let clients input their own payment details
Integrations, Control, and Permissions
Sub-accounts are fully siloed — from data to integrations. Agencies manage each one independently, including:
Installation and setup
Script configuration
Lead tagging and filtering
Connecting CRMs (e.g., HubSpot, Salesforce)
Managing workflows and integrations
Each sub-account’s functionality is based on the specific plan it is subscribed to, so there are no feature limitations beyond what’s in that subscription tier.
Client Ownership & Disconnection
Additionally, agencies can manage pre-existing client accounts with proper authorization. This involves an explicit client consent process to ensure compliance and security.
By default, sub-accounts are owned by the agency. If needed, sub-accounts can be disconnected upon request, giving clients full control over their own accounts going forward.
Steps to Gain Agency Access
Client Permission: The client must explicitly authorize their RB2B account to be managed by the agency. This is a mandatory requirement to ensure secure and compliant access.
Contact RB2B for Authorization: The client should reach out to RB2B support, confirming their consent for the agency to gain management access to their account.
Adding the Agency: Once RB2B confirms the client's authorization, the agency can be added as a manager on the client’s existing account. This process is seamless and ensures all parties are aligned on access rights and responsibilities.
How to Join the Program
There’s no cost or commitment to join the agency program.
Whether creating sub-accounts or managing pre-existing ones, agencies have flexibility in tailoring the system to their needs.
To get started, just email our support team and request to be set up with the agency plan. We’ll activate your account and you can begin creating and managing sub-accounts immediately.