Choosing United States Marketing plans for a small agency

Three lifetime tiers are published for United States Marketing, and the split is by how many channels you connect rather than by headcount or client count. For an agency, that means the tier decision starts with a channel audit across your six or seven clients. Count the channels you genuinely need live, not the ones you might try later.

Each tier carries the same core shape: campaigns, a unified inbox, CRM, automations and booking in one workspace. What changes is the number of channels you can connect, so the higher tiers matter mainly where you need email, chat, social and SMS running side by side. Read the channel allowance first, then the rest.

Prices sit in a table published separately from this page, so treat that table as the source of truth and compare tiers against your own channel count. If your client roster sends on email and SMS only, the wider allowances buy little. If social and chat are part of the offer, the channel count becomes the deciding line.

Agency work with six or seven clients usually starts from a simple test: how many channels, and how many separate client identities, will be live at once. The three-channel lifetime tier suits agencies whose outreach centres on email plus one or two other channels. The all-channel lifetime tier fits where email, chat, social and SMS all need to run together.

The agency lifetime tier is the one to weigh when client separation is the buying driver. Because the workspace holds campaigns, inbox and CRM together, the question is whether your tier lets you keep each client's conversations distinct rather than pooled into a single shared stream. That separation is the reason most agencies move off a shared inbox in the first place.

Booking and automation are included in the workspace, which matters if your clients expect scheduling links or follow-up sequences as part of the service. Map each client to the features they will actually use, then choose the smallest tier that covers all of them. Overbuying channels you do not connect adds cost without adding capability.

The clearest risk for an agency is assuming that a channel allowance equals permission to send. Each channel you connect needs your own account with that provider, and a tier's channel count does not mean the provider has approved you. Plan the account setup per client per channel before you promise a launch date.

AI credits are charged separately from the lifetime tiers, so they will not appear in the tier comparison you first look at. If your client work leans on AI-assisted content or replies, model that spend as its own ongoing line rather than treating it as included. Ask how credits are consumed before you price a retainer.

Setup time is not something the published material pins down, so do not quote a go-live date to a client until you have connected one channel end to end yourself. Provider account approvals, client access and inbox structure all sit outside the tier purchase. Test with one client before rolling the workspace across the roster.

Compare the three-channel lifetime tier with the all-channel lifetime tier first, because that is the jump most agencies face. The three-channel option covers a focused outreach mix. The all-channel option covers the full set of email, chat, social and SMS, which matters when different clients need different channels rather than one shared pattern.

The second comparison is all-channel against agency lifetime. Read that step as a question about running multiple clients from one workspace: how many separate client identities you need, and how cleanly each client's inbox and CRM records stay apart. If your objection to your current setup is a mixed inbox, this is the tier decision that answers it.

Write the comparison down as two columns: channels each tier allows, and client identities you need. Where the columns meet, that is your tier. Then confirm the provider accounts and AI credit budget sit outside that line. Choosing this way keeps the decision tied to what you will operate, not to what the tier list implies.