How to Share a Premium Prospecting Tool Between Your Agency and Subaccounts: Get Two for the Price of One

Running a busy agency or managing multiple client accounts often means juggling numerous tools and subscriptions. If you’ve ever found yourself paying twice for similar features across your main agency account and your client subaccounts, you know how frustrating and costly that can be. Fortunately, there is a streamlined way to share premium prospecting tools between your agency account and its subaccounts—saving you money, simplifying access, and improving the way you manage leads.

In this guide, we’ll walk you through everything you need to know about linking your premium prospecting tool between your agency and subaccounts. We’ll cover the step-by-step setup process, how to migrate your existing prospects seamlessly, and the key differences between free and premium plans. Our goal is to help you get the most out of your subscriptions, keep your workflow organized, and ultimately generate better results for your business and clients.

Table of Contents

• Why Sharing a Premium Prospecting Tool Matters
• Step-by-Step Guide to Linking Your Subaccount to Your Agency Prospecting Tool
• How to Migrate Existing Prospects to Your Linked Subaccount
• Understanding the Difference Between Free and Premium Prospecting Plans
• Key Benefits of Sharing Your Premium Prospecting Tool
• Practical Tips for Using Your Shared Prospecting Tool Effectively
• Frequently Asked Questions (FAQ)
• Conclusion: Maximize Your Agency’s Prospecting Power Without Extra Costs

Why Sharing a Premium Prospecting Tool Matters

Imagine you run an agency with multiple client accounts (subaccounts). Each subaccount typically requires its own subscription to access premium prospecting features, such as advanced marketing reports, lead capturing widgets, and automated outreach. If you’re paying separately for each, costs can quickly add up.

Sharing a premium prospecting tool between your agency and subaccounts means:

• Cost Savings: Pay once, get access for both your agency and a subaccount without additional charges.
• Streamlined Management: Control and monitor prospecting activities from a central place.
• Improved Lead Organization: Assign leads to the right subaccount so your team can follow up efficiently.
• Access to Advanced Features: Unlock premium capabilities such as unlimited reports, local SEO analysis, and workflow automation.

This approach keeps your agency lean, your budget predictable, and your workflow aligned with business goals.

Step-by-Step Guide to Linking Your Subaccount to Your Agency Prospecting Tool

Setting up this shared access is straightforward but requires careful attention to ensure you link the correct subaccount. Here’s how to do it:

1. Log Into Your Agency Account

Start by logging into your main agency account. This is important because the linking process must be initiated from the agency level.

2. Navigate to the Prospecting Settings

• On your dashboard, find and click on the Prospecting section from the left-hand menu.
• At the top of the prospecting page, click on Settings.
• Then select Manage Subscriptions.

3. Link Your Subaccount

• In the Manage Subscriptions area, you will see an option to Link Your Subaccount. Click this.
• A window will pop up showing a list of your subaccounts. Select the subaccount you want to link to your agency prospecting tool.
• Important: Choose carefully because once linked, you cannot change this subaccount later without unlinking and resetting.
• After selecting the right subaccount, click Link Now.

4. Confirm Subscription Consolidation

If your chosen subaccount already has an active premium subscription, a message will appear confirming that linking it to your agency will consolidate billing. This means:

• Your agency will gain premium access at no extra cost.
• You will be billed only once, avoiding double charges.

Click Link Now to finalize the process.

How to Migrate Existing Prospects to Your Linked Subaccount

Many agencies already have a list of prospects built up in their existing prospecting tools. Once you’ve linked your subaccount, you’ll want to migrate these leads to keep everything organized and accessible where it matters most.

Steps to Migrate Prospects

• Go to the Settings tab in the prospecting section.
• Click on Migrate from the left-hand menu.
• Select the subaccount you just linked.
• Choose the prospects you want to transfer. You can select specific leads or entire lists.
• Click Migrate to complete the transfer.

Note: This migration feature only works if you have the premium prospecting tool enabled.

Understanding the Difference Between Free and Premium Prospecting Plans

To help you decide if upgrading or linking your premium plan is right for you, let’s compare what the free and premium plans offer:

Free Plan Features

• Five premium marketing reports per month.
• Fifty basic daily reports, including:
• Listing audits
• Basic business profile audits
• Online reputation audits

Premium Plan Features

• Unlimited premium reports.
• Local SEO analysis to improve your or your clients’ visibility in local search results.
• Website performance evaluations to identify areas for improvement.
• Lead capturing widgets to convert visitors into prospects seamlessly.
• AI-powered premium prospecting tools to enhance lead generation.
• Ability to share the premium subscription between your agency and one subaccount at no extra cost.
• Direct outreach via SMS and email to engage prospects quickly.
• Workflow automation to streamline follow-up and lead nurturing.

With the premium plan, you get a comprehensive toolkit designed to scale your prospecting efforts, improve lead quality, and boost conversion rates.

Key Benefits of Sharing Your Premium Prospecting Tool

Sharing your premium prospecting subscription between your agency and a subaccount isn’t just about saving money—though that’s a big part of it. Here are some practical advantages you’ll experience:

1. Simplified Billing and Subscription Management

No more managing multiple subscriptions or worrying about overlapping charges. You pay once, and both your agency and one subaccount enjoy premium access.

2. Better Lead Distribution and Tracking

By linking subaccounts, you can migrate and assign prospects to the right team or client, ensuring follow-ups happen where they’re most effective.

3. Access to Advanced Features Across Accounts

Unlock powerful tools like local SEO audits and AI-driven prospecting across your entire agency setup, not just in isolated accounts.

4. Increased Efficiency Through Automation

Workflow automation lets you send SMS and email outreach automatically, freeing up your team to focus on closing deals rather than manual follow-ups.

Practical Tips for Using Your Shared Prospecting Tool Effectively

To get the most from sharing your premium prospecting tool, consider these tips:

• Choose Your Linked Subaccount Wisely: Since you cannot change the linked subaccount later without unlinking, pick the account that will benefit most from shared premium features.
• Regularly Migrate New Prospects: Keep your client lists updated by migrating prospects as you generate new leads.
• Use Workflow Automation: Set up automated SMS and email sequences to engage leads promptly and consistently.
• Monitor Reports Closely: Use unlimited premium reports to track marketing effectiveness and identify opportunities for improvement.
• Leverage Local SEO and Website Performance Tools: Help your clients improve their online presence by analyzing local SEO factors and website health.

Frequently Asked Questions (FAQ)

Can I link more than one subaccount to my agency prospecting tool?

No. The current setup allows linking only one subaccount to your agency's premium prospecting subscription. Choose the subaccount that will derive the most benefit carefully.

What happens if my subaccount already has a premium subscription?

If the subaccount already has an active premium subscription, linking it to your agency will consolidate billing. You will only be billed once, and your agency gains premium access without extra cost.

Can I migrate prospects from my agency account to the subaccount after linking?

Yes. You can easily migrate existing prospects from your agency’s prospecting tool to the linked subaccount via the migration feature under settings. This helps keep leads organized.

What limitations exist on the free prospecting plan?

The free plan offers limited reports—five premium reports per month and fifty basic daily reports. It lacks advanced features like unlimited reports, local SEO analysis, lead capturing widgets, AI prospecting, and direct outreach capabilities.

Is there any cost for sharing the premium prospecting subscription?

No. Sharing the premium prospecting tool between your agency and one subaccount comes at no additional cost beyond your existing premium subscription.

What should I do if I want to unlink a subaccount and link a different one?

Currently, once a subaccount is linked, you cannot switch it to another without unlinking and resetting the subscription. Be sure to pick the right subaccount initially to avoid this hassle.

Conclusion: Maximize Your Agency’s Prospecting Power Without Extra Costs

Managing multiple client accounts and prospecting efforts doesn’t have to be an expensive or complicated process. By sharing your premium prospecting tool between your agency and a subaccount, you unlock powerful features, simplify billing, and keep your leads organized—all while saving money.

Following the simple setup steps outlined here, you can link your subaccount confidently, migrate your existing prospects with ease, and take advantage of premium tools like unlimited reports, SEO analysis, and automated outreach. This approach not only streamlines your workflow but also empowers your team to focus on what truly matters: growing your business and serving your clients effectively.

Remember to choose your linked subaccount carefully, utilize the migration and automation features regularly, and monitor your reports to make data-driven decisions. With this setup, you’ll enjoy a more efficient, cost-effective prospecting system that supports your agency’s growth and success.

We encourage you to explore these features and integrate them into your daily operations. The benefits of having everything in one place—with transparent pricing and no hidden fees—are invaluable for busy agencies and teams striving to maximize their impact.