Decision FrameworkDecision layer

AgencyAccess: Buy vs Skip (Client Onboarding)

IF your agency onboards 5 or fewer clients monthly and values a branded, API-based access collection flow, THEN the Starter plan at $44/mo (or $33/mo annual) fits. IF you need more than 15 clients monthly or want to resell the tool as a retainer add-on, THEN the Premium plan at $99/mo or the Agency plan at $199/mo is required, but the per-client limits may still cap scaling.

By InnovaAI ResearchPublished Updated

Client Portal
Decision Frame

AgencyAccess: Buy vs Skip (Client Onboarding)

“IF your agency onboards 5 or fewer clients monthly and values a branded, API-based access collection flow, THEN the Starter plan at $44/mo (or $33/mo annual) fits. IF you need more than 15 clients monthly or want to resell the tool as a retainer add-on, THEN the Premium plan at $99/mo or the Agency plan at $199/mo is required, but the per-client limits may still cap scaling.”

When is it the right choice?
  • You currently manage client account access via email chains and screenshares, and want a single branded link to collect Google Ads, Meta, Shopify, and 20+ other platform permissions.
  • You onboard 5 to 15 clients per month and can fit within the Starter or Premium plan's client limits.
  • You want to white-label the onboarding experience with your logo, colors, and custom subdomain to reinforce your agency brand.
  • You plan to automate post-onboarding workflows using Zapier, which is available on the Premium plan and above.
  • You see an opportunity to package onboarding as a paid retainer add-on, as shown in the productized offer example.
When should you skip it?
  • You onboard more than 15 clients monthly and cannot justify the jump to the Agency plan at $199/mo, which still has per-client limits.
  • You need to resell AgencyAccess as a standalone product to clients, as the pricing model charges per client per month and may not support resale margins.
  • Your clients are non-technical and require extensive hand-holding beyond a guided link, which the tool's self-service flow may not cover.
  • You already use a full client portal platform like SuiteDash or Clinked that includes onboarding features, making AgencyAccess redundant.
  • You have a low onboarding volume (e.g., fewer than 3 clients per month) and the $44/mo Starter cost outweighs the time saved.
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