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RB2B Agency Program: Manage Multiple Client Accounts with Ease

Updated over 2 weeks ago

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.

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

  • Receives a 20% discount (for qualifying agency plans with individual subscriptions)

  • 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.

Note: The 20% discount applies exclusively to agency plans where each sub-account has its own individual subscription. This arrangement is only longer offered to new agencies. Agencies enrolled prior to August 2025 do not automatically have the discount applied.

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

  • Offering a built-in discount structure for client subscriptions

  • 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

The 20% subscription discount applies automatically for qualifying agency plans where each sub-account maintains its own individual subscription.

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

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.

How to Join the Program

There’s no cost or commitment to join the agency program.

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.

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