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Optimize credit allocation for agency clients to balance flexibility and cost control.

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Understanding Client Credits

When you add a client to Workspace CRM, allocate:
  • Monthly credits - Recurring, resets each month
  • One-time credits - Added manually for projects
Clients use these for AI editing on their websites.

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How Credits Are Used

There’s no fixed per-action price. Credits are consumed based on how much work the agent does and how complex the task is—small edits (text tweaks, styling, a single element) use far fewer credits than generating new sections, full pages, or an entire website. Use this to size client allocations: clients who mostly make small edits need much less than clients who frequently generate pages.

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Minimal (50/month)

For clients who rarely edit:
  • Occasional small edits
  • Static business sites, portfolios

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Standard (100/month)

For regular updates:
  • Regular small edits and content updates
  • Active businesses, service providers

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Active (200/month)

For frequent updates:
  • Frequent edits and new sections
  • Bloggers, e-commerce, news

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Heavy (500+/month)

For high-value clients:
  • Heavy editing and frequent page/site generation
  • Enterprise, agencies’ own sites

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Setting Up Limits

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In Workspace CRM

  1. Open CRM from sidebar
  2. Select client
  3. Go to Credits tab
  4. Click Update Monthly Credits
  5. Enter amount, save

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Monitoring Usage

In Credits tab, see:
  • Current balance
  • Usage progress bar
  • Reset date
  • Allocation history

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Cost Control Strategies

1

Start Low, Increase as Needed

Begin with 50-100 credits. Increase if clients consistently run out.
2

Tie to Your Pricing

Your PackageCreditsYour Price
Basic50$99/mo
Professional150$199/mo
Enterprise500$499/mo
3

Charge for Overages

When clients exceed allocation:
  • Add one-time credits
  • Invoice for the top-up
  • Track in CRM billing
4

Review Monthly

Check which clients:
  • Never use credits (reduce?)
  • Always run out (increase or upsell?)
  • Have unusual spikes (training needed?)

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Handling Credit Requests

When clients ask for more:
  1. Check history - Using efficiently?
  2. Understand need - One-time or ongoing?
  3. Offer options:
    • One-time addition (projects)
    • Increased monthly (ongoing)
    • Package upgrade

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Training Clients

Help clients use credits wisely:
  1. Batch edits - Multiple changes per session
  2. Be specific - Clear prompts = fewer revisions
  3. Use preview - Check before publishing
  4. Plan updates - Group monthly changes

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Tracking Profitability

Your cost: Credits used × per-credit cost
Client pays: Monthly package fee
Margin: Client pays - Your cost
Example:
  • Client uses 80 credits/month
  • Your cost: ~$8
  • Client pays: $199/month
  • Margin: $191

Effective Prompts

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SEO Fundamentals

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