Branded delivery
Present a consistent client experience under your agency identity.
Keep client work moving after the sale.
Package intake, qualification, follow-up, booking, and CRM context once—then adapt the same operating model across client workspaces.
Client workspaces · Repeatable
SPACEBRAIN / AGENCY DELIVERY CONNECTED
Client workspacesRepeatable
Build the playbookApply client rulesScale with control
Customer record
READYConversation · Owner · Next action
A new client should not require a new operating system.
When every account starts with a fresh stack and one-off fixes, delivery gets slower and harder to explain. Spacebrain gives agencies a modern, AI-native workflow foundation they can keep improving.
From an agreed scope to delivery
Package intake, qualification, follow-up, booking, and CRM context once—then adapt the same operating model across client workspaces.
- 01
Build the playbook
Choose the first customer path and document what good delivery looks like.
- 02
Apply client rules
Adapt the brand, owners, questions, and escalation rules without rebuilding the workflow.
- 03
Scale with control
Keep each client workspace separate while your team reuses the operating model.
What changes for your team
Cleaner handoffs
Keep the conversation and next action visible to the right owner.
More capacity
Improve one proven system instead of rebuilding every account.
Keep the handoff clear
Spacebrain is built on a modern AI-native architecture so teams can improve the workflow as they learn—not wait for a legacy system to catch up.
- ✓White-label
Connected to the same customer record.
- ✓Workspaces
Connected to the same customer record.
- ✓Rebilling
Connected to the same customer record.
Example: launch one client workflow that the team can operate.
Start with a client outcome you can describe in one sentence: a new service inquiry should reach the right owner with a clear next step. Agree the intake questions, the relevant service information and who is responsible for replies before configuring the client workspace.
Set up the supported branding and access, then prepare the form, CRM fields and workflow needed for that outcome. Connect the client accounts used by the selected tools. An industry pack can provide a starting structure, but its installed resources still need review and business-specific configuration.
Run a controlled inquiry through the configured path. Check the experience from the customer’s first interaction to the client teammate’s task or conversation. Review missing information, an unmatched request and any provider-dependent step before treating the setup as ready for everyday use.
After launch, keep the service operable: identify who maintains the guidance, reviews failed runs and answers client questions. Use separate client workspaces and the available plan and billing controls for the commercial model. Confirm the supported integrations and any custom requirements while agreeing the scope with the client.
- Scope
- Agree the customer journey, the client owner and the first result to inspect.
- Deliver
- Configure the supported workspace tools and verify the customer-to-team handoff.
- Support
- Keep setup changes, exceptions and client communication attached to a named responsibility.
Before you expand
Start with a path the team can explain and improve.
What should we automate first?
Start with one high-volume request and one clear handoff. Make the owner, next action, and stop condition visible before expanding the workflow.
How does Spacebrain keep context together?
Calls, forms, messages, answers, appointments, and follow-up activity stay attached to the same customer record instead of being reconstructed across separate tools.
Can we start with one workflow?
Yes. The free plan gives teams a practical place to test one connected workflow, then expand when the operating model proves useful.