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An agency runs FullReach AI as one organization. Each client is a project of its own, and one login reaches all of them.

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Set up the first client

1

Answer the first question

The setup wizard asks who you are tracking. Choose Brands I manage for clients. The wizard then reads the client’s website, not the agency’s own.
2

Set up the client's brand

The rest of the wizard is the same as for a single brand. Get started walks through each step.
3

Add the next client

Add a project, under Settings, Organization, runs the setup again for the next brand. Projects says what a project can and cannot do.
To monitor the agency’s own brand too, add it as one more project.

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One plan for every client

  • Projects. Each tier runs a fixed number of projects. Advanced sells more. Plan limits states the numbers.
  • Prompts. The plan’s prompts are pooled across the projects. A large client can take more of the pool than a small one.
  • Platforms and pausing are set per project. See Projects.
Account and billing says how to change the plan.

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People

Every person in the organization sees every project. The admins pay, add projects and manage the team. Account and billing lists who can do what.

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Reporting to a client

  • The monthly report prints one project’s closed month to PDF, under the organization’s name and logo. With a logo set, the report carries no FullReach AI mark. See Monthly report.
  • An AI assistant can read one client only. An MCP connection or an API key can read every project, or one project. See Connect a client.
  • CSV export saves the tables of each page. Plan limits says which tiers have it.

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Winning a client

A pitch measures a prospect’s brand for a fixed number of days, outside the plan’s projects and prompts. When the prospect signs, the pitch becomes a project and keeps its history.