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USE CASE · AGENCIES

Run five clients from one cockpit.

Growth agencies and fractional growth teams. Multi-site dashboard, per-client seats, branded monthly reports, and an MCP server so your AI agents can operate per client in natural language. One subscription, every account.

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MULTI-SITE DASHBOARDBRANDED CLIENT REPORTSMCP FOR CLIENT AUTONOMY
WHO THIS IS FOR

Agencies who pay for four tools per client.

Most agencies have this problem: every client expects Optimizely results, Crayon-style competitive briefs, and a Looker-quality monthly PDF. Multiply by ten clients and your margin is gone. Optimize Pilot Enterprise collapses the stack per client — same savings, but across the whole portfolio. Plus MCP means your ops team can run a client-scoped Claude workflow instead of staffing a dedicated analyst.

◆ WHAT YOU GET

Portfolio-level optimization.

MULTI-SITE

Every client in one dashboard.

Multi-site organizations with a site switcher, per-client API keys, and per-site roles. Assign your team to specific clients; give read-only access to stakeholders on the client side. Switch context in one click.

  • Multi-site organization with instant switcher
  • Per-site API keys with rotation
  • Per-site roles — your team + client stakeholders
  • Unified activity feed across the portfolio
PRODUCT VISUAL — PLACEHOLDER
CLIENT-BRANDED REPORTS

Monthly reports that look like they came from you.

The Monthly Executive Report can be branded per client — their logo, their color, their company name. Your agency branding stays off the document. The client reads a board-ready PDF that looks native, and you ship it in two minutes of review time.

  • Per-client branding (logo, color, company)
  • Agency-white-label option on Enterprise
  • Multi-recipient per client (client team + their board)
  • Edit-before-send for agency sign-off
PRODUCT VISUAL — PLACEHOLDER
MCP PER CLIENT

Claude operates on the right account.

The MCP server supports multi-site tokens: one token, many sites, and the agent specifies which client per tool call. Wire up a client-scoped Claude workflow and your ops team runs the same playbook across every engagement without retraining.

  • Multi-site MCP tokens
  • Agent specifies target site per call
  • Scoped read / write per client per agent
  • Audit log per client + per agent
PRODUCT VISUAL — PLACEHOLDER
UNIT ECONOMICS

Enterprise pricing that works across ten clients.

Enterprise tier is custom-priced for multi-site agency deployments — volume discounts on a per-site basis, unlimited First Officer questions, dedicated CSM, priority on-call support, and a quarterly strategy review across your whole portfolio.

  • Volume-based per-site pricing
  • Unlimited First Officer questions across all clients
  • Dedicated CSM + priority on-call
  • Quarterly portfolio-level strategy review
PRODUCT VISUAL — PLACEHOLDER
◉ READY FOR DEPARTURE

Run your whole portfolio from one subscription.

Book a demo. We'll quote against the number of clients and sites you manage today.

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