How to Use ClickFunnels for Agencies
(Step-by-Step Guide)

By Marius Kiniulis – August 7, 2025
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To use ClickFunnels for agencies, start by creating an account and setting up separate workspaces for each client.

You can then build lead generation, sales, or course funnels using the drag-and-drop editor, and manage email automation, analytics, and client assets all in one platform.

Once complete, funnels can be shared or delivered to clients using secure share links or managed directly under your agency account.

🔑 Key Facts: ClickFunnels for Agencies

• 🖥️ Manage multiple clients using separate workspaces
• 🔁 Share funnels with clients using one-click links
• 👥 Add team members or clients with custom access
• 📦 Build lead gen, sales, webinar, and course funnels
• 💼 No official “agency plan,” but fully agency-friendly
• 💰 Earn affiliate commissions by referring clients
• 📧 Includes built-in email marketing and automation
• 🌐 Add a custom domain for each client workspace
• 🔌 Connect with other tools using Zapier or integrations
• 📈 Scale your agency with plans supporting up to 20 clients

Can ClickFunnels Be Used for Agencies?

✅ Yes, ClickFunnels is not only usable for agencies — it’s built to empower them.

While it’s often marketed to individual entrepreneurs and course creators, ClickFunnels is fully equipped to support digital agencies that build and manage funnels for clients.

ClickFunnels gives you the tools to build funnels for clients, run lead generation campaigns, and turn your services into scalable offers — all while keeping your workflow simple and efficient.

Here’s how ClickFunnels supports agency workflows:

Feature	How It Helps Agencies
🧱 Funnel Builder	Build landing pages, lead magnets, checkout flows, upsells, and more — all in one place
🖥️ Workspaces (CF 2.0)	Keep each client’s projects, contacts, emails, and analytics separated under one account
🔁 Funnel Sharing	Share complete funnels with clients using secure links — great for delivery or template sales
🔄 Flexible Funnel Ownership	Manage funnels yourself or transfer them to clients, depending on your service model

How Can Agencies Use ClickFunnels?

If you have an agency, you can use ClickFunnels as both a client delivery platform and a lead generation engine for your own services.

It works across all industries — whether you’re a marketing agency, consultant, web designer, or coach.

Here’s how:

🎯 1. Generate Leads and Sell Your Own Services

ClickFunnels makes it easy to create funnels that attract and convert leads — even if you’re not a tech expert.

You can:

📥 Capture leads with opt-in pages and lead magnets
📅 Book calls or consultations using funnel forms
💳 Sell your service packages directly through order pages

This allows your agency to promote and sell your services 24/7 — no matter what niche they’re in.

🛠️ 2. Offer Website and Funnel Building Services to Clients

You can build sales funnels, landing pages, webinar funnels, and checkout flows for clients in:

🛍️ eCommerce
🧑‍🏫 Info products and coaching
🧰 Local services
💻 SaaS and startups

With ClickFunnels’ drag-and-drop builder and funnel sharing features, delivery is fast, scalable, and easy to manage.

📈 3. Set Up Revenue-Generating Funnels for Other Businesses

ClickFunnels lets you build complete funnel systems to help clients:

🚀 Drive traffic
🧲 Capture leads
💰 Convert sales
🔁 Automate follow-ups and upsells

You’re not just building pages — you’re creating systems that directly increase revenue for your clients.

💼 4. Productize and Scale Your Agency Services

ClickFunnels enables your agency to scale by turning your expertise into digital products and repeatable offers.

Instead of relying solely on 1:1 client work, you can build assets that sell themselves.

Examples include:

📦 Pre-built funnel templates for specific niches
🎓 Online courses or client training programs
🧾 Downloadable SOPs, toolkits, or checklists
🔁 Subscription-based services or retainer packages

It helps you earn more, deliver faster, and take on more clients — without increasing your workload.

Does ClickFunnels Have an Agency Plan?

❌ No, ClickFunnels does not offer a dedicated agency plan.

There is no built-in white-label option, sub-account management, or client billing system designed specifically for agencies.

But ✅ you can still use ClickFunnels to run an agency effectively, using features already included in the standard plans.

🖥️ Workspaces (ClickFunnels 2.0)

Each workspace functions like a separate environment with its own funnels, automations, contacts, domains, and analytics.

You can use this to manage multiple client projects under a single login.

🔁 Funnel Sharing

ClickFunnels allows you to build funnels under your own account and share them with clients using secure funnel share links.

This is ideal for delivering projects or selling pre-built funnel templates.

📦 Flexible Use Terms

ClickFunnels allows commercial use — meaning you’re free to build and manage funnels for clients, offer setup services, or sell funnels as digital products.

Best ClickFunnels Plan for Agencies

💡 If you’re running an agency and managing funnels for multiple clients, the Optimize Plan (or higher) is the best choice.

It offers the right balance of flexibility, scale, and features needed to build, manage, and deliver client funnels efficiently — without running into limitations.

🔍 Why the Optimize Plan Stands Out

💰 Price: $297/month or ~$248/month when billed annually
🧠 Workspaces: Up to 10 brand workspaces, perfect for managing separate client projects
👥 Team Users: Includes 10 user seats for your team or client collaboration
🌐 Unlimited Funnels, Pages, and Domains — no restrictions on how many client funnels you can build
📧 Up to 150,000 contacts and 750,000 emails/month, ideal for running high-volume client campaigns
🎓 Includes 10 courses/memberships — applicable if you build training portals or member areas for clients

This plan is designed to handle multiple client accounts at once, making it a practical fit for agencies ready to scale.

🥈 What About Other Plans?

Plan	Monthly Price	Workspaces	Best For
Launch	$97/mo	1	Freelancers or internal use only
Scale	$197/mo	5	Small agencies with a few clients
Optimize	$297/mo	10	✅ Most agencies — best value
Dominate	$5,997/year	20	Large agencies with 15–20+ clients

While the Launch and Scale plans can work for smaller teams, they quickly become limiting as you grow.

The Dominate plan is ideal for large agencies but comes at a higher upfront cost (annual only).

You can compare all ClickFunnels plans here and choose the best one that best fits your agency’s needs.

How to Get ClickFunnels for Your Agency

First, you’ll need to create a ClickFunnels account.

This gives you access to all the tools you’ll use to build funnels, manage client projects, and organize your agency workflow.

How to Create Your ClickFunnels Account

1. Start a Free Trial

ClickFunnels typically offers a 14-day free trial, but you can access a 30-day extended trial through this special link:

This gives you full access to the platform for an extended period — ideal for testing it with real client projects.

2. Create Your Account

Enter your business email and basic details to create your account.

You’ll also be prompted to set up your password and verify your email.

3. Complete the Onboarding Steps

Once inside, ClickFunnels will walk you through the initial setup:

How to Start Using ClickFunnels for Client Projects

Once your agency account is active, here’s how to begin delivering services:

1. Create a Workspace for Each Client

This keeps each client’s data, assets, and automation completely separate and organized.

2. Build Funnels According to the Client’s Goals

Use ClickFunnels’ drag-and-drop builder to create funnels that align with your client’s goals — whether it’s lead generation, product sales, webinars, or course delivery.

You can start from scratch or customize proven templates available inside the platform.

Each funnel can be tailored to match the client’s branding, offer, and business model.

3. Add a Custom Domain

Assign the client’s domain to their workspace to match their brand and improve funnel credibility.

4. Set Up Email Automations

ClickFunnels lets you build automated email sequences for your clients — including follow-ups, welcome series, and post-purchase flows.

You can trigger emails based on actions like opt-ins, purchases, or webinar signups.

This helps your clients stay engaged with leads, recover lost sales, and convert more prospects without manual follow-up.

5. Share or Transfer the Funnel

Once the funnel is ready, you can easily share it with your client using ClickFunnels’ built-in sharing options.

How to Deliver Funnels to Clients Using ClickFunnels

Once a funnel is complete, ClickFunnels gives you two main options for delivering it to your client — depending on how you manage the relationship:

🔁 1. Keep the Funnel Under Your Agency Account

If your agency handles ongoing management or offers a monthly retainer, you can keep the funnel inside your ClickFunnels account.

Use the client’s dedicated workspace to give them limited access, or manage everything on their behalf.

🔗 2. Transfer the Funnel via Share Link

If your client prefers to host the funnel on their own account, you can generate a secure funnel share link.

Once they sign up (or log in), the funnel will be copied into their account — fully editable and ready to launch.

ClickFunnels vs Other Tools for Agencies

While ClickFunnels is a strong choice for agencies building and delivering funnels, it’s not the only option.

Platforms like GoHighLevel and Kartra also offer tools specifically designed for agency use — and depending on how your business is structured, they might provide features that ClickFunnels doesn’t.

ClickFunnels makes it easy to create and manage funnels across multiple clients using workspaces, share links, and automation tools.

But unlike Kartra or GoHighLevel, it doesn’t include built-in white-labeling, centralized billing, or complete control over client accounts.

If you’re deciding which platform fits your agency best, here’s how ClickFunnels compares — and when it makes sense to consider the alternatives.

🔄 ClickFunnels: Simple, Scalable Funnel Delivery

ClickFunnels is ideal for agencies focused on building and delivering done-for-you funnels, lead generation systems, or digital product offers. It includes:

🖥️ Dedicated workspaces for each client (with ClickFunnels 2.0)
🔗 Funnel share links for fast delivery or reselling of templates
👥 User roles for team or client collaboration
🧰 Built-in email automation, course hosting, and analytics
💰 Affiliate commissions if you refer clients to use ClickFunnels directly

✅ Best for agencies that want to deliver high-converting funnels without dealing with client billing, white-labeling, or managing the client’s platform access.

🧠 Kartra: Centralized Client Account Management

Kartra includes a dedicated Agency Portal, allowing you to manage all your client accounts from one master dashboard.

🔐 One-click login to all client accounts
📊 Real-time performance metrics and client reports
💳 Unified billing under one agency profile
👥 Create client login credentials with custom permissions
💼 Choose between reselling Kartra accounts (owner model) or managing existing client accounts (contractor model)

✅ Best for agencies that want to fully manage client accounts and offer a more hands-on, centralized solution — especially for clients who don’t want to deal with any tech setup.

🏷️ HighLevel: White-Labeled SaaS for Agencies

HighLevel (GoHighLevel) is built for agencies that want to offer their own branded software alongside their services.

🧩 Unlimited client sub-accounts under one master account
🏷️ Full white-labeling — brand it as your own software
📨 CRM, funnels, email/SMS marketing, appointment booking, and more
💳 Custom billing and complete control over client access
🤝 Great for agencies selling monthly software subscriptions or retainers

✅ Best for agencies that want to operate like a SaaS company and build recurring revenue by reselling platform access.

🧠 Which One Is Right for Your Agency?

Use Case / Goal	ClickFunnels	Kartra	HighLevel
Build and deliver funnels efficiently	✅ Best fit	✅ Also possible	✅ Also possible
Manage all client accounts from one dashboard	➖ Limited (via workspaces)	✅ Full control	✅ Full control
White-label the platform as your own	❌ Not available	❌ Not available	✅ Yes — full branding
Share funnels or sell templates easily	✅ Instant sharing	❌ No built-in sharing	✅ Instant sharing
Refer clients and earn affiliate revenue	✅ Yes	✅ Yes	✅ Yes
Centralized billing for all client accounts	❌ No	✅ Yes	✅ Yes

Frequently Asked Questions (FAQ)

1. Can I manage all my clients under one ClickFunnels account?

Yes. ClickFunnels 2.0 allows you to create multiple workspaces under a single account. Each workspace can be used for a different client, with separate funnels, contacts, branding, and analytics — making it easy to manage multiple projects without needing separate logins.

2. Do I need a separate ClickFunnels account for each client?

No. You can manage multiple clients using the workspace feature. However, if a client wants full control over their own funnel, you can transfer the project using a funnel share link.

3. Can I connect multiple domains for different clients inside ClickFunnels?

Yes. You can assign a custom domain to each workspace. This allows every client to have their own branded funnel URL, even if you manage everything from one account.

4. Can I track performance separately for each client?

Yes. Each workspace includes its own analytics dashboard where you can monitor page views, conversions, sales, and more. This allows you to generate accurate reports and measure funnel performance for each client individually.

5. Can I integrate ClickFunnels with my agency’s CRM or project management tools?

Yes. ClickFunnels integrates with tools like HubSpot, ActiveCampaign, Slack, and others — either directly or via Zapier. This makes it easy to sync lead data or automate internal workflows for your agency.

Start Using ClickFunnels for Your Agency

ClickFunnels gives agencies the tools to build funnels, manage multiple client projects, and deliver results — all from a single platform.

With features like dedicated workspaces, funnel sharing, email automation, and real-time analytics, you can streamline your workflow without relying on multiple tools.

✅ Create and manage client funnels efficiently
✅ Deliver projects faster with proven templates
✅ Track performance and scale your services with less overhead