Hubly for agencies / Portfolio evidence

Manage the client. Never take ownership from them.

Connect separate client-owned Workspaces, assign only the account team responsible for each client, and read every Hub through one evidence standard.

Local-marketing agencies · multi-location portfolios · client service teams

Clearly labelled sampleTuesday client portfolio

Three Workspaces. One evidence standard.

Restaurant / Location HubGoogle localCall completedConfirmed
Barbershop / Jordan HubInstagramBooking selectedStrong intent
Home services / Campaign HubQR mailerQuote startedObserved

Switch clients without changing how the evidence is read.

02 / Portfolio view

One operating view across the portfolio.

Give every account manager the same evidence language while preserving the client Workspace and exact Hub behind each result.

01

Which work created a customer action?

Move the client conversation from traffic volume to the behaviour the work produced.

Campaign → action
02

Which account or location needs attention?

Scan the portfolio, then move directly into the client and location record.

Portfolio → exception
03

Can the account manager explain the confidence?

Keep observed actions and confirmed results distinct in every client conversation.

Evidence → plain language

03 / Client-ready evidence

The explanation survives the client call.

Hubly gives the agency a consistent way to show what happened without pretending every client has the same systems or evidence depth.

01Recorded

Client, location, and source context

Every action remains scoped to the account and operation where it happened.

02Observed

Customer actions the team can inspect

Calls, bookings, directions, and requests stay attached to their campaign record.

03Confidence

Evidence depth visible per result

Account teams can explain what Hubly saw and when a result has stronger confirmation.

04 / Agency operations

Repeat the method, not the reporting work.

Start with one familiar client path, define the evidence standard, and carry that operating method into compatible accounts.

  1. 01
    Prove one client path

    Choose a cooperative client, a known source, and the customer action the owner already cares about.

  2. 02
    Standardize the explanation

    Use consistent source names, action definitions, and confidence language across the account team.

  3. 03
    Expand with ownership intact

    Connect client Workspaces, assign the responsible account team, and let the client revoke access without losing its Hubs or history.

05 / Founding plan

Agency

The founding Agency plan includes 10 connected client Workspaces, 10 agency members, and sponsorship for up to 50 active Hubs across the agency and sponsored clients. Self-paying client Hubs do not consume that allowance, and every client keeps ownership of its Workspace and history.

$299per managing Workspace / month

06 / Before you apply

The practical questions.

01Is Hubly white-labelled?

The current offer is an agency workspace and client evidence product, not a promised fully white-labelled platform. Branding requirements can be assessed during the fit review.

02Can clients access the evidence?

Yes. The client owns its Workspace, Hubs, and historical evidence. The agency receives delegated access; either side can disconnect the relationship, and the client keeps everything.

03Who pays for a managed client's Hubs?

The client can keep its own Hubly subscription, or the agency can sponsor the Hubs from its 50-Hub allowance. Self-paying client Hubs do not use that allowance. Sponsorship changes billing responsibility, never ownership.

04Can we assign account managers by client?

Yes. Workspace owners and admins can see every connected client. Editors and viewers receive deliberate assignments only to the client Workspaces they operate.

05Does Hubly replace our analytics or CRM stack?

Not necessarily. Hubly is the operating record for the source-to-action answer and can sit beside the systems your team already uses.

Bring the unresolved question

Bring the client question that keeps resurfacing.

Book an agency fit review