Solutions · By industry · Agencies

How an agency manages its clients’ customer data.

Lead forms, campaigns and data requests across every client, each with its own consent record.

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What you get

  • Client lead forms

    Each client’s landing pages and forms collect consent per purpose, with a receipt for every opt-in.

  • Campaign lists

    Build audiences only from people who said yes to that campaign’s purpose.

  • Cookie gating on client sites

    Ad and analytics tags wait for a yes, on every site you run.

  • Data requests for clients

    Requests from a client’s customers reach the right owner, with a deadline.

How it works

  1. 01

    Define

    List each client’s purposes and notices.

  2. 02

    Collect

    Paste the snippet on each client’s forms and sites.

  3. 03

    Prove

    Give each client a record they can show their own customers.

Keep your tools in step: Attio consent sync for sales, Mailmodo consent sync for campaigns, and ask Claude or ChatGPT which leads gave consent.

Covers under DPDP

  • S.6Consent
  • S.6(4)Easy withdrawal
  • S.8Processor duties