Built for Consultants Managing Multiple Clients

One Platform. Multiple Clients. Zero Context Bleed.

The Agency Tier gives you separate AI workspaces for every client — their own memory, brand voice, playbooks, and deliverables. Plus the power to build custom agents around your own frameworks.

5 client accounts from $297/mo · 10 client accounts from $397/mo

You're already using Expert OS to build offers, write promos, and close clients. Now do it for every client in your portfolio — without the mess.

Everything You Need to Run a Multi-Client Practice

Each client gets their own AI-powered workspace. Your frameworks. Their context. Clean separation.

Multi-Client Management

Switch between client profiles instantly. Every conversation, memory, and deliverable stays scoped to the right client.

Per-Client AI Memory

Each client gets their own AI memory — brand voice, business profile, offer details. No cross-contamination.

Custom Agent Creator

Build your own AI agents trained on your frameworks. Your IP, your methodology, your agents.

Client-Scoped Playbooks

Every playbook, artifact, and deliverable is tied to the right client. Export-ready for handoff.

Granular Memory Controls

Toggle which AI memory categories are active per conversation — profile, knowledge, history, brand voice.

All 14+ Expert AI Agents

Full access to every agent in the platform, plus activate or deactivate agents per client.

Is This You?

Built for Consultants Who Serve Multiple Clients

If you're managing more than one client and tired of context-switching, copy-pasting, and cleaning up AI outputs that mix up who's who — Agency Tier fixes that.

You manage 3+ clients and need separate workspaces for each
You want AI agents that know each client's business, voice, and goals
You're building your own frameworks and want custom agents to deliver them
You need clean, client-ready playbooks and deliverables without manual cleanup
You want to scale your consulting practice without scaling your hours

How the Agency Workflow Works

1
Create a client profile — name, industry, color badge
2
Switch to that client in the top bar — everything scopes automatically
3
Run onboarding, build offers, create promos — all stored per client
4
Switch client. Clean slate. No bleed. Repeat.

Standard vs Agency

Everything in your current plan, plus multi-client superpowers.

FeatureStandardAgency
AI Agent Access14 agents14+ agents + custom
Client Profiles1 (yours)5 or 10 sub-accounts
AI MemorySingle contextPer-client scoped
Custom AgentsCreate unlimited
Playbook ScopingAll in one listPer-client filtered
Memory ControlsOn/Off toggleGranular 4-category
Agent ManagementPer-client activation
Brand Voice1 profilePer-client profiles
Knowledge UploadSharedPer-client + per-agent

Choose Your Agency Plan

Scale your consulting practice with dedicated client workspaces.

Get Agency 5 — $297/mo

Fair-use token policy · Cancel anytime · Billed monthly

Common Questions

What are "sub-accounts" exactly?

Each sub-account is a client profile with its own AI memory, brand voice, conversations, playbooks, and knowledge base. When you switch clients, everything scopes automatically — no manual cleanup needed.

Can I create custom AI agents?

Yes. The Agency Tier includes the Custom Agent Creator — a meta-agent that walks you through building agents trained on your own frameworks and methodologies. Your IP, packaged as AI.

What does "fair-use token allowance" mean?

You get generous monthly AI usage. Normal consulting workflows (building offers, writing promos, creating playbooks) stay well within limits. We only flag extreme outlier usage — like automated bulk processing.

Do I still get everything from Client Fast Start?

Everything. All 14+ AI agents, coaching access, training modules, community, and bonuses. Agency Tier adds multi-client management and custom agents on top.

Can I upgrade from 5 to 10 sub-accounts later?

Absolutely. Upgrade anytime from your dashboard. You'll be prorated for the remaining billing cycle.

What happens if I need more than 10 clients?

Reach out directly — we offer custom Enterprise plans for larger consulting firms. DM Rana on LinkedIn or email support@expertproject.com.

Scale Your Practice. Not Your Hours.

Give every client their own AI-powered workspace. Build custom agents around your frameworks. Deliver faster, cleaner, and at scale.

Get Agency Access — from $297/mo

Cancel anytime · All Client Fast Start benefits included