A separate lead list per client how agencies keep accounts apart
When an agency builds lead lists for several clients, the hard part is keeping them apart. One workspace per client, one clean file, one handover.
- No credits, no data tax
- Your data stays yours
- Email only, on purpose
- Unlimited users
Two clients in one sheet is how it goes wrong
An agency that builds lead lists for clients usually starts with shared folders and spreadsheets. It works for the first two clients. By the fifth, files are called final_v3.xlsx, a dental practice shows up in the roofing client's segment and nobody is sure which list a contact came from.
An agency lead list per client fixes that at the root: every client gets its own workspace with its own lead files, and nothing from one client ever ends up in the segments of another. You can still use the same routine for every client; the data just stays apart.
In Riftjaw each client gets a separate workspace and lead file, users are unlimited so a colleague, a freelancer or the client themselves can join without a bigger bill, and you hand the data over as CSV whenever a client asks. You decide who works on which client; Riftjaw keeps the files apart.
What belongs in each client's workspace
Who is controller and who is processor for a client's data is a question for your contract with that client; we do not promise compliance.
| Part | Per client | Why it matters |
|---|---|---|
| Lead files | Only the companies collected for this client | No mix-ups in segments or campaigns |
| Source and date | Kept on every record at import | You can show the client where each company came from |
| Segments | Saved filters for this client's offer | Each campaign starts from the right group |
| Statuses and notes | New, Contacted, Replied, Customer per record | The client sees where every company stands |
| Opt-outs | Skipped in every later campaign | An unsubscribe is respected in the next batch too |
| Export | List, segment or original file as CSV | A clean handover when the client asks for their data |
Habits that keep client accounts apart
Name the workspace after the client
Not after the campaign or the month. Campaigns come and go; the client stays.
Import into the right file first time
Check the workspace before every import. Moving records afterwards is where mistakes start.
Agree who owns the list
Write down with each client whether the list is theirs, yours or shared, and what happens to it when the work stops.
Hand over in one go
When a client leaves, export contacts, form entries and original files together, so nothing stays behind in three tools.
Set up a new client in this order
- Create a workspace with the client's name.
- Import their existing files into its lead file.
- Add the fields this client's offer needs.
- Save the first segments for their campaigns.
- Agree how and when you hand the data over.
Frequently asked questions
How do agencies keep lead lists for different clients apart?
Give every client a separate workspace with its own lead files, and never import into a shared sheet. Then a segment for one client can only contain that client's companies. See Riftjaw for agencies.
Can an agency add the client as a user?
Yes. Users are unlimited on every plan, so you can add a colleague, a freelancer or the client themselves without the bill moving.
What happens to the data when a client leaves?
You export the client's list, segments, form entries and original import files as CSV and hand them over. Exporting is possible any day.
Who owns a lead list an agency builds for a client?
That is something to agree with each client in writing. Whatever you agree, keep the source and date on each record so you can show where the data came from. More in controller and processor in plain words.
Do credits run out halfway through a client campaign?
There are no credits. Importing, deriving email addresses from a domain and sending cost nothing extra per record, so a bigger client list does not change the price.
What is Riftjaw?
Riftjaw is a B2B lead database you own: import the companies you collect, keep every record with its source, sort them into segments and reach them by email in small batches. Each account runs on its own private server with its own database.
One client, one workspace, one clean file
Set up a workspace per client, keep every list apart and hand over a clean CSV when they ask. See Riftjaw for agencies or start free.
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