OUTBOUND
OUTBOUND SOFTWARE FOR AGENCIES
Many client motions.
No shared mess.
Run each client with separate markets, rules, approvals and reply ownership—without rebuilding the operating stack every time you sign one.
THE CLIENT WORKFLOW
Reuse the operating system. Isolate the client truth.
One agency can run a consistent process without blending markets, messages or approvals. Each client keeps its own context while the team works from one operating view.
- 01Create the client boundary
Separate markets, exclusions, offers, owners and approval policies.
- 02Build the motion
Resolve the audience and sequence using only that client's context.
- 03Review in place
Put the audience, message, evidence and requested decision in one approval state.
- 04Report the real work
Show campaign state, replies, handoffs and blocked decisions—not a vanity total.
CLIENT WALLS
Reuse the system.
Never mix the context.
Market + exclusions
Defined per client and visible before the motion runs.
Offer + playbook
Defined per client and visible before the motion runs.
Approval policy
Defined per client and visible before the motion runs.
Reply owner
Defined per client and visible before the motion runs.
CLIENT APPROVAL ROOM
Keep decisions
next to the work.
Clients should not approve campaigns from screenshots and chat threads. Put the message, audience, evidence and requested decision in one review state.
Sequence ready for client review. Market and exclusions locked.
142 accounts resolved. Twelve records need evidence review.
Nine responses classified. Three need client ownership today.
CLIENT EVIDENCE
Report the motion.
Not a vanity total.
Show what moved, what stalled, where the client must decide and which conversations reached a human owner.
ONE AGENCY SYSTEM
Standardise the operating model.
Keep the client strategy distinct.
Reuse the controls, reporting and handoff logic without flattening every client into the same campaign.
AGENCIES / QUESTIONS
What teams ask
before they switch.
Clear answers about the workflow, the controls, and where people remain responsible.
Can agencies separate client motions?+
The multi-client workspace shown here treats each client as a separate operating lane with its own market, approvals and outcomes.
Can clients approve campaigns?+
Approval states can be used before a campaign or message moves. Exact client access should be confirmed during setup.
What can an agency report?+
OXO exposes campaign state, replies, approvals and handoffs so reporting can stay tied to the actual operating motion.
Can one playbook be reused across clients?+
The operating structure can be reused, but market definitions, exclusions, evidence, copy and approval rules should remain client-specific.
How do agencies avoid cross-client mistakes?+
Use explicit client workspaces, owners, policies and review states. Context should never leak from one client motion into another.
A CLEANER CLIENT OPERATION
One agency view. Separate client truth.
See how markets, approvals, replies and reporting can stay isolated without rebuilding the workflow for every account.