Agency Command Center

The complete guide to running Valley for multiple clients as an agency.

Part 1: Agency Architecture

Valley's architecture is purpose-built for agencies managing multiple clients. You operate from a single account with multiple workspaces, each representing one client.

How It Works

• One Account: Your agency logs in once

• Multiple Workspaces: Each client gets their own isolated workspace

• Multiple Seats per Workspace: Each workspace can have multiple seats, each connected to a unique LinkedIn account

• Admin View: Command center to manage all clients and campaigns

Architecture

Your Agency Account

• Workspace A (Client 1) - Isolated Inbox, Campaigns, Studio, Analytics

  • Seat 1 (LinkedIn: [email protected])

  • Seat 2 (LinkedIn: [email protected])

• Workspace B (Client 2) - Separate everything

  • Seat 1 (LinkedIn: [email protected])

• Workspace C (Client 3)

  • Seat 1 (LinkedIn: [email protected])

Why One Workspace Per Client?

Complete isolation between clients:

• Separate inboxes - Client 1's replies don't appear in Client 2's inbox

• Independent campaigns - no interference between clients

• Private analytics - each client sees only their own metrics

• Unique Studio - each client's Product, Writing Style, and ICP are completely separate

• Security - clients are logically separated and can't see each other's data

Admin View: Your Command Center

From Admin View, you see all clients, all seats, and all campaigns. This is where you switch between client workspaces, manage seats, approve messages across clients, review performance, and create campaigns.

Workspace and Seat Rules

Multiple Seats Per Client

Some clients want multiple LinkedIn accounts running campaigns:

• Client with 3 SDRs = 3 LinkedIn accounts = 3 seats in one workspace

• Each seat has its own Chrome profile and LinkedIn connection

• All seats share the same Studio config (but each rep should duplicate the Product and add their own booking link)

• Manage all seats from Admin View

Referral Program

Refer clients to Valley and earn 20% perpetual commission on their account:

• Commission lasts as long as they remain a customer

• Example: Refer a client at $1,000/month = $200/month recurring to you

• Automatic monthly payouts

Reseller Model

Sell Valley to clients at your own markup:

• Your pricing: You set it (e.g., $700/seat/month)

• Valley's cost to you: Agency rate

• Your margin: The difference

• Valley handles backend infrastructure, you manage the client relationship

Minimum Commitments

• Initial: Typically 3 months

• After 3 months: Month-to-month, cancel anytime

• Bulk discounts available for 10+ seat commitments

Unit Economics Example

5 clients, 1 seat each at $180/seat/month:

• Cost: 5 x $180 = $900/month

• Expected meetings/month: 5 seats x 10 meetings = 50 meetings

• Cost per meeting: $900 / 50 = $18/meeting

• Compare to: Typical SDR payroll $5,000-8,000/month

Part 3: Setting Up Your First Client

Follow these steps exactly to avoid common setup mistakes.

Prerequisites

Before you begin:

• Client's LinkedIn account credentials (or client available to log in)

• Client's business details (products, target buyers, pain points)

• A new Chrome profile on your computer for this client

Step-by-Step Setup

1. Create a Workspace

Click your profile in the top left of Valley, then click "Add Workspace."

• Name it: "ClientName - Outbound" (e.g., "Acme Corp - Outbound")

• Click Create

2. Create a Seat

In the new workspace, go to Settings > Manage Seats > Invite.

• Enter the client contact's email

• Set role: Admin or Member

• They'll receive an invite to join

3. Create a Chrome Profile

On your computer, open Chrome > click Profile icon (top-right) > Add Person.

• Name it: "ClientName - LinkedIn" (e.g., "Acme Corp - LinkedIn")

• This is a dedicated Chrome profile for this client only

4. Log Into Their LinkedIn

Switch to the new Chrome profile. Go to linkedin.com and log in with the CLIENT'S credentials. Complete any security prompts.

5. Connect LinkedIn to Valley

Still in the client's Chrome profile:

1. Go to app.joinvalley.co

2. Log in with YOUR agency Valley credentials

3. Go to Admin View > select the client's workspace

4. Click into the client's seat

5. Install the Valley Chrome extension and click Connect LinkedIn

6. Wait 2-3 minutes, then refresh

7. You should see a green checkmark indicating successful connection

6. Set Up Studio

In the client's workspace, go to Studio and create:

Product: Interview the client (15 min). What do they sell? Main value prop? Pain points they solve? Proof points? What is their ICP? Add their booking link.

Writing Style: Interview the client (15 min). How do their SDRs talk? Formal or casual? Create DOs/DON'Ts matching their voice. Complete the Advanced Questions. Fill in the LinkedIn Sequence section.

7. Create First Campaigns

Go to Campaigns > Create Campaign.

Start with warm lists:

• Profile Viewers: Start Capturing

• Post Engagers: Add 3-5 influencer URLs from the client's industry

• Profile followers: Start capturing

• Then, click on "create campaign" and start creating campaigns.
  

  

Then add imported list campaigns:

• Use one prospect list and select Connect and InMail in the create campaign window

For each: select Product, Writing Style > enter Training Mode > review messages > give feedback > Launch.

8. Enable Autopilot

Toggle Autopilot ON for each campaign individually. This lets Valley send automatically without manual approval on every message.

9. Delete Low ICP Fits

For imported list campaigns, click three dots > Delete Low ICP Fits to remove bad-fit prospects.

Sign-Off Checklist

Before telling the client their account is ready:

• Workspace created

• Seat created and LinkedIn connected (green checkmark)

• Chrome profile created and named

• Studio completed (Product with booking link, Writing Style with Advanced Questions, ICP)

• At least 2 campaigns created and launched

• Autopilot enabled

• Client trained on how to check inbox for replies

Part 4: Scaling to Multiple Clients

Same Process, New Chrome Profile

For each additional client, repeat Part 3:

1. Create new workspace (top left > Add Workspace)

2. Create new seat

3. Create NEW Chrome profile

4. Log into their LinkedIn

5. Connect to Valley

6. Set up unique Studio

7. Create and launch campaigns

Organizing Chrome Profiles

Keep a spreadsheet: Client Name | Chrome Profile Name | LinkedIn Email | Seat Status

Chrome Profile 1: "Acme Corp - LinkedIn" ([email protected]) Chrome Profile 2: "TechStart Inc - LinkedIn" ([email protected]) Chrome Profile 3: "Global Industries - LinkedIn" ([email protected]) Chrome Profile 4: "Your Agency - LinkedIn" (YOUR personal LinkedIn)

Scaling Operations

Part 5: Daily Agency Operations

Once clients are live, your daily job is managing inbox, responding to interested prospects, and keeping campaigns running.

Morning Routine (30-60 min for 5 clients)

Cycle through each client's workspace in Admin View:

For each client (5-10 min):

1. Check Inbox for new replies. Sort by Interested and Might Be Interested first.

2. Respond to interested prospects quickly - same day minimum.

3. Handle any pending Approvals (if Autopilot is off for some campaigns).

4. Check LinkedIn connection status - should show green. If disconnected, reconnect.

5. Move to next client.

Total: 5-10 min per client x 5 clients = 30-60 min/day.

Response Speed

Interested prospects cool off fast. Respond the same day - ideally within a few hours. The faster you respond, the higher the conversion to meetings.

Weekly Routine (1 hour)

Campaign Performance Review: For each client, check:

• Messages sent this week

• Reply rate (target: 5-15% cold, 15-30% warm)

• Interested replies

• Meetings booked (tracked via Meeting Scheduled tag)

If reply rate is below 5% for cold or 15% for warm, investigate:

• ICP too broad?

• Writing Style off?

• Warm list sources need refreshing?

Source Refresh: If a campaign's reply rate is dropping, the list may be getting stale. Add new Post Engager influencers, refresh SalesNav searches (three dots > Refresh), or upload new CSVs.

Client Briefing: Send each client a quick summary: "This week you had X interested replies and Y meetings booked. Reply rate is Z%, which is solid."

Monthly Routine (2 hours)

Performance Analysis: Pull the month's data per client:

• Messages sent

• Reply rate

• Interested replies

• Meetings booked (via Meeting Scheduled tag)

• Cost per meeting (Valley cost / meetings)

Campaign Refresh: Pause underperforming campaigns. Create new ones targeting fresh segments. Update Writing Styles with new angles or case studies.

Client Reporting: Package results into a simple report:

"January 2026 - Outbound Results Account: Sarah Thompson Seat: 1 Valley seat @ $180/month Messages sent: 780 Reply rate: 6.8% Interested replies: 18 Meetings booked: 7 Cost per meeting: $26"

Next Month Planning: Discuss with each client: scale to more seats? New target segments? ICP adjustments?

Part 6: Common Agency Mistakes

Mistake #1: Creating Campaigns from Wrong Account

You forgot to enter the client's workspace through Admin View. The campaign uses YOUR name and profile instead of the client's.

Mistake #2: Mixing Chrome Profiles

You logged into Client 1's LinkedIn in the same Chrome profile as Client 2. LinkedIn gets confused, flags suspicious activity, sessions conflict.

Mistake #3: Reusing Studio Config Across Clients

You copied Client 1's Studio and pasted it into Client 2's workspace. Messages sound like Client 1, not Client 2. Reply rate tanks.

Mistake #4: Running Multiple Automation Tools

Client is running Valley AND another LinkedIn automation tool on the same account. LinkedIn flags the activity.

Valley has had 0 account expulsions since October 2023 thanks to strict safety practices. Running other tools alongside Valley puts that record at risk.

Mistake #5: Forgetting to Click Launch

You created the campaign, went through Training Mode, approved messages... but never clicked Launch. Nothing sends.

Campaign flow: Create > Training Mode > Review > LAUNCH. If you forget Launch, the campaign sits idle.

Mistake #6: Slow Response to Interested Replies

Client complains: "We got 20 interested replies but only 2 meetings."

The issue is almost always response speed. Interested replies that sit unanswered for a day convert at a fraction of the rate of same-day responses. Check Valley inbox daily for every client.

Mistake #7: Not Selecting Both Connect and InMail

Client is only using one outreach type during campaign creation. That limits coverage from the same prospect list.

Mistake #8: Too-Broad ICP

Client is getting replies, but they're not qualified. Half don't even use the product.

The ICP is too vague. "Anyone in marketing at companies with 50+ employees" is too broad. Use the Always Score High / Always Score Low framework. Be specific about titles, company size, stage, industry, and disqualifiers.

Bonus: Not Training AI on Client's Voice

Messages are decent but "don't sound like us." You wrote generic Writing Style config without learning the client's actual communication style.

Fix: Ask the client for 3 recent outreach messages their team sent. Put key phrases, tone, and structure into Writing Style DOs/DON'Ts. Complete the Advanced Questions based on how the client actually communicates. Regenerate campaigns.

Part 7: Client Reporting & Proving ROI

The Key Metrics

The ROI Math

Your clients think in SDR costs. Translate Valley:

• Typical SDR payroll: $5,000-8,000/month

• Valley agency cost: $180-300/seat/month

• Valley output: Significant portion of SDR pipeline generation at a fraction of the cost

Example: "You booked 8 meetings this month at $23/meeting (Valley: $180/seat). A typical SDR costs $6,000/month for similar output. That's 30x better unit economics."

Pipeline Value

If your client closes 20% of first meetings at $50k ACV:

• 8 meetings/month x 20% close rate x $50k = $80,000 pipeline/month

• Valley cost: $180-300/month

• ROI: Massive

Red Flags and Fixes

0 replies after 2 weeks: ICP is wrong, Writing Style doesn't match client voice, or target list is too small. Fix: refine ICP, interview client for real voice, add more warm list sources.

High replies but 0 meetings: Response speed too slow, follow-up messages too weak, or prospects aren't qualified. Fix: respond same day, improve follow-up templates, tighten ICP.

Declining performance month-over-month: Warm list sources exhausted, Writing Style stale, or market shifted. Fix: refresh sources monthly, update messaging angles, review ICP quarterly.

Part 8: Getting Help

Support Channels

• In-app chat (Pylon): 5-30 min response time

• Email: [email protected] - 24 hour response

• Onboarding sessions: Mon/Wed/Fri 11am ET

• Activation sessions: Tue/Thu 11am ET

Agency-Specific Support

For agencies managing 5+ clients:

• Partnership manager for pricing negotiation and custom contracts

• Quarterly business reviews

• Early access to new features

• Contact [email protected] to discuss partnership

When to Escalate to Valley

Valley's Track Record

• 0 account expulsions since October 2023

• Direct support for agency partners

• Referral and reseller programs

• Transparent pricing with no per-message fees

Before Signing Your First Agency Client

Checklist:

1. Read this entire guide

2. Set up a test workspace and seat for yourself

3. Created a Chrome profile and connected your own LinkedIn

4. Created a test campaign and reviewed messages

5. Documented your pricing (self-serve vs. managed service)

6. Planned your daily/weekly/monthly operational rhythm

7. Contacted [email protected] about agency pricing

You're ready to launch.