01
Background
A small Da Nang agency that runs ads, builds landing pages and manages Facebook Pages for local service businesses.
Each client used a different set of tools; the team logged in to many places to work and pulled reports together at month end.
02
Challenge
- Every new client meant building pages, forms and workflows from scratch.
- Month-end reports were compiled by hand from several places and took a full day.
- Posting schedules for each client lived in separate spreadsheets.
- Clients wanted to see their own numbers but there was no shared place.
03
Solution
The agency built one shared template on NEXT OS and cloned it for each client:
- A shared template with landing pages, forms and a lead-nurturing workflow.
- A separate account for each client, built from the template, with colors and content changed to match each client’s brand.
- Social posts for every client scheduled from one screen.
- Per-client reporting that clients can log in to see.
- Funnels & WebsitesLanding pages and forms from the shared template
- Social mediaEvery client’s posting calendar on one screen
- AutomationReusable lead-nurturing workflows
- ReportingSeparate reports for each client
Simulated walkthrough · Sample data
04
Outcome
New clients no longer start from a blank page: the team clones the template, updates the branding and content, then hands it over.
Posting calendars and reports for every client live on the same platform; clients log in to see their own numbers.
Business metrics are only published with the customer’s approval and a cited source.