Agencies

Show clients who your campaigns actually reached

Agencies get asked to prove that traffic was worth paying for. Identification data adds a better answer than sessions alone, as long as responsibilities for that data are clear from the start.

Better client conversations

Clients care less about visit counts than about whether real prospects came through. Traffic and Visitor Data let you report on sources next to who they delivered, so a monthly review can focus on quality. Dashboard views make it easy to prepare for the meeting.

You can also spot problems early. If paid traffic from a placement is producing little that looks like the client's real customer, you can raise it before the client asks.

Real portal view, details blurred
Dashboard view of the Leafprint portal with all visitor and account details blurred

Decide who is responsible for what

Put this in writing before you install anything. Who owns the data? Who updates the client's privacy policy? Who handles opt-out and deletion requests? Who signs off on outreach? An agency often has the login while the client carries the legal obligations, so everyone needs to understand their role.

Do not move data between clients, and do not use one client's visitors for another client's campaigns. Keep each account separate, and limit staff access to those who need it.

Setting it up for a client

Add the pixel through the client's site template or tag manager, confirm that their content security policy allows it, and check that the privacy disclosure is live first. Run a test and verify data in the portal. Document what you did, so the setup survives a site redesign or a change in staff.

Packaging it as a service

Think about what you are selling. The data alone is rarely the deliverable. Clients pay for what you do with it: better landing pages, sharper channel decisions, and more opt-ins. Build those outcomes into your scope, and be careful about what you promise. Do not guarantee match rates or say that the data creates permission to text.

Working with Gold Standard

Leafprint is built by an agency, so we know the question comes up: would we compete for your client? If you are thinking about using Leafprint for clients, bring this up in the demo. We will talk through how an agency relationship would work and what fits your situation.

Training your team

Make sure account managers can explain the basics in plain language: what the pixel records, what a match is, and what a match does not permit. Point them to the glossary and the SMS consent article. One careless line in a client email can create a compliance problem that takes months to untangle.

Common questions

Who should own the client's data?

Agree on this in writing before installation. The client usually carries the legal obligations for their own site, so they need to understand and accept how the data gets handled.

Can we reuse data across clients?

No. Keep each client account separate, and do not use one client's visitors in another client's campaigns.

What should we avoid promising?

Do not promise specific match rates, and do not suggest that identification creates permission to send texts. Commit to the work and to outcomes you control.

See it on your own traffic

We will walk through the portal, the pixel, and how consent works, then answer questions about your stores and systems.