How to Run Draftboard for Your Agency Clients

GTM agencies keep arriving at the same conclusion: the cold stack is table stakes now, and warm-intro campaigns are the differentiator clients can't get anywhere else. This is the guide for running those campaigns on Draftboard for your clients: the setup, what your client has to do, and how the work actually flows.

How agency accounts work

Agency accounts get a Clients section. Each client lives in their own workspace: their own team, their own API keys, their own billing. The workspaces stay fully separate, but you see and manage all of them from one account. Billing is per workspace, your choice per client: put in your card and re-bill them, or have them pay directly.

Step 1: invite the client (four steps, two minutes)

1. From your account, open the Clients tab and hit Invite (top right).
2. Your client gets an email to sign up.
3. They sign up and install the Chrome extension from the Chrome Web Store.
4. That's it. You can run their workspace for them from here.

The extension install is the one thing only the client can do, and it's the whole ask: their professional network is the asset being worked, and the extension is how it gets read. Nobody shares a password, and nobody in their network has to do anything at all.

Their team can come too: invite the client's team members into the same workspace. Every teammate who installs the extension adds their own network to the pool, so the paths multiply with each person who joins.

One expectation to set with clients: results build over days, not seconds. The network gets explored in the background at a deliberately careful pace, so a big target list fills in over a day or two.

Step 2: load who they want to reach

Upload the client's prospect list (LinkedIn profile URLs are all you need), or start from an Account Search: give it the companies and titles they care about and let it build the people list. Tag every upload by campaign so results stay filterable per engagement.

Step 3: load who's willing to help

This is the step agencies skip and shouldn't. Ask your client for the people who'd happily make intros for them: board members, investors, advisors, happy customers. Tag them as supporters with a 1-5 rating for how freely they can be asked. Supporters surface at the top of results even when the public data undersells the relationship, because your client knows things a profile can't show.

Step 4: work the paths

Every path comes back scored 0 to 100 with the reason: "worked together at Google for two years, ending three years ago." Shortlist the best ones, check each connector's fan-out (one well-positioned person can often intro several targets, so one ask covers three intros), and track every request from asked to completed. It's a mini CRM for the intro pipeline, per client.

Draftboard never sends messages on anyone's behalf. Your client's relationships are the asset; the ask goes out through whatever channel fits them: email, LinkedIn, WhatsApp, or your own outreach stack via the API.

What it costs

Usage-based, no seats, per workspace. A quality path (real work or school overlap) costs one credit at $0.30, capped at three credits per prospect, so no prospect ever costs more than $0.90. Roughly 70% of paths found cost nothing. New workspaces start with 50 free credits, so a pilot client can see real paths before anyone pays.

Running GTM for more than one client? See Draftboard for Agencies, or book a demo and we'll walk through your client list together.