Agency buying guide
How to choose lead magnet software for agencies managing multiple brands.
Evaluate brand separation, team access and client-ready exports around your actual workflow, using what vendors document rather than what they imply.
Define the agency job before comparing plans.
This guide is for a small agency producing checklists, worksheets and short guides for two to five client brands. Agency work adds three jobs that a solo consultant rarely faces. Start one brief per client resource, then check each tool against these jobs.
Separate brands
Assess how each client's assets, copy and sources stay distinct.
Repeat production
Assess reuse, revisions and the effort of exporting again after changes.
Client handoff
Assess which files the client receives, who may edit them and who owns them.
If you work for one brand only, read our guide for consultants instead.
Build your brief as you read.
Use the free 21-page fillable Lead Magnet Brief Builder: 15 lettered worksheets from finding an idea to a one-page brief and a readiness check, with three fictional worked examples.
Free: we send you a short email first. Reply VERIFY to it and we email you the workbook, then four short follow-up emails over two weeks (the last one names our own $79 Workflow Pack). Every email has an unsubscribe link.
Compare what matters across client projects.
| Criterion | What to verify | Evidence needed |
|---|---|---|
| Separate brand profiles | Distinct fonts, colours, logos and templates per client. | A matched two-brand sample. |
| Repeat exports | Consistency after content changes and re-exports. | Files kept from repeat runs. |
| Operator and seat rules | How many people may log in, and whether logins may be shared. | The current plan page and the vendor's terms. |
| End-client licence | Whether output made for a client may be delivered to and used by that client. | Current licence terms, or the vendor's written answer. |
| Editable handoff | Whether source files can be given to the client, and in what format. | Opened files and written terms. |
| Usage limits | Monthly resource, lead, storage or transcription caps. | A dated plan record. |
| Cost per completed client resource | Seats, brands, add-ons and real volume. | Your own yearly totals. |
Framework only. No tool has been scored or tested here.
Use a matched two-brand sample.
An illustrative review protocol you can run yourself during a trial or free plan. It uses sample copy, not real client work.
Prepare approved sample copy and two distinct brand briefs.
Two fictional brands with different colours, fonts and logos are enough.
Apply each brand separately and record the plan.
Note the plan name, price and date you checked it.
Revise one resource, then export it again.
Check whether the other brand's settings leaked in.
Check the client handoff.
List the files, permissions and any limits you could not resolve.
Need identical test copy? Use one of our fictional sample campaign bundles, such as the agency “Client Kickoff Intake Checklist”, and apply both test brands to the same text. They are labelled samples, so no client material is involved.
| Candidate and plan | Name, plan, listed price and the date you read the plan page. |
|---|---|
| Brands and seats | How many brands and logins the plan documents. |
| Files checked | Every export you opened, with format and any faults. |
| Limits | Anything still unverified, written down rather than assumed. |
Weigh the value against the trade-offs.
Potential value to assess
- A consistent process reused across clients.
- Clear separation of client brands.
- Repeatable, client-ready output.
Trade-offs to investigate
- Single-seat plans that do not allow a second operator.
- Limits on reselling or passing on raw templates.
- Brand settings that are shared rather than isolated.
- Plan cost that rises steeply at the agency tier.
What the agency plans actually document.
Beacon and Designrr are documented alternatives named in our business plan. The facts below come from their own pages, retrieved on 18 October 2026. We have not used either product. Where a page is silent, we say so rather than assume.
Beacon Agency
- "Access to all Beacon products plus 5 custom domains & 5 users." Price, dated: Beacon review.
- Unlimited lead magnets, 10,000 leads, 50,000 monthly page views, 10GB storage.
- Free, Lite and Professional plans each list 1 user.
- The home page names a "Brand Styles" feature. Separate per-client workspaces are not documented on the pages we checked.
Designrr Agency Premium
- "5+ Multi-User", "Dedicated Client Interface", 25 transcription hours a month. Price, dated: Designrr review.
- Standard, Pro, Premium and Business each list 1 user.
- The home page describes agencies using "client branded templates".
- How the client interface works is not documented on the pages we checked.
Prices on the review pages were listed on 18 October 2026, before any tax. Neither page documents unlimited seats or shared editing beyond the limits shown. Check the current pages before you buy.
Both vendors are covered in more depth in our Beacon research summary, our Designrr research summary and the Beacon vs Designrr comparison.
Choose a workflow route.
Shared production tool
One account with several seats. Evaluate permissions, brand controls and repeat exports.
Separate accounts
One single-brand account per client. Evaluate isolation, cost and management effort.
Compare with DIYExisting tools and templates
Evaluate manual coordination, consistency and licence fit.
Template pack guideIllustrative cost arithmetic. A hypothetical $100-a-month plan costs $1,200 a year. If four clients each receive five finished resources, that is 20 resources at $60 each before staff time. Use your own volumes and each vendor's current price.
Check the handoff before the purchase.
Who may access source files?
Logins, seats and any client access.
Does client use fit the terms?
Delivery and reuse by the end client.
Which formats are included?
On the plan you would actually buy.
What stays with the client?
Files and access if you or they stop paying.
The licence pages we read did not settle these questions. Designrr's Software License Agreement sets a default of one permitted user and does not expressly address client work or ownership of output. Beacon's User Terms make the licence non-transferable and non-sublicensable and do not specifically address agency or client use. This is a description, not legal advice: ask each vendor in writing, and a qualified adviser if the answer matters. Our template licence check lists the questions to ask.
Questions to send each vendor. Copy these into an email to the vendor's support or sales team, and keep the written reply with your plan record.
1. Seat sharing: how many people may log in on this plan, and may two people share one login?
2. Client licence: may resources we make with your software be delivered to, and used by, our clients, including for the client's own marketing?
3. Editable handoff: can we give a client an editable source file, and in which formats? Does the client need their own account to edit it?
4. Files on cancellation: if we or a client stop paying, what happens to published pages, exported files and stored sources, and how long do we have to download them?
Before you commit.
- Brand and seat needs are documented.
- Matched exports from two brands have been inspected.
- Source files and the client handoff are covered.
- Licence and reuse questions are resolved in writing.
- Total cost per completed client resource is worked out.
- Remaining limits are written down and visible.
Sources & evidence notes
- Beacon pricing page, retrieved 18 October 2026.
- Beacon home page, retrieved 18 October 2026.
- Beacon User Terms, retrieved 18 October 2026.
- Designrr pricing page, retrieved 18 October 2026.
- Designrr home page, retrieved 18 October 2026.
- Designrr Software License Agreement, retrieved 18 October 2026.
- No product was used or tested. The sample protocol and cost example are illustrative. No affiliate relationship is active; vendor links are ordinary links.
See our Editorial Policy, Review Methodology and Affiliate Disclosure.
Clear briefs. Consistent client resources.
Use the free Brief Builder to define one reader, outcome and structure for each client resource before you compare software.
Free: we send you a short email first. Reply VERIFY to it and we email you the workbook, then four short follow-up emails over two weeks (the last one names our own $79 Workflow Pack). Every email has an unsubscribe link.