Guide for Agencies
How agencies and consultancies use capysquash for client projects
GUIDE FOR AGENCIES
How agencies and consultancies leverage capysquash for multiple client projects.
Note: Some Agency plan features mentioned in this guide (white-label branding, custom domains, multi-client dashboard) are currently in development and coming Q1 2026. The guide describes the planned workflow for when these features are available.
WHY AGENCIES LOVE capysquash
CLIENT VALUE
- ► Faster client deployments
- ► Cleaner handoffs
- ► Professional quality
- ► Reduced tech debt
AGENCY BENEFITS
- ► Multi-client management
- ► Standardized workflows
- ► White-label reports
- ► Team collaboration
AGENCY PLAN FEATURES
What You Get
AGENCY TIER
UNLIMITED TEAM MEMBERS
Add all your developers, no per-seat pricing
UNLIMITED CLIENT PROJECTS
Separate workspace per client
WHITE-LABEL REPORTING
Custom branding on analysis reports (Coming Q1 2026)
CLIENT PORTALS
Give clients read-only access to their projects
PRIORITY SUPPORT
Dedicated Slack channel, faster responses
WORKFLOW: CLIENT PROJECT LIFECYCLE
1. Project Onboarding
# Audit client's existing migrations
capysquash analyze client-a/migrations/*.sql --report-format html --export client-a-audit.html
# Share professional report with client2. Development Phase
Team setup:
- Add developers to client workspace
- Configure conservative safety level
- Enable GitHub App for PR analysis
- Set up client-specific notification channels
3. Pre-Launch Cleanup
# Conservative consolidation for production
capysquash squash client-a/migrations/*.sql \
--safety conservative \
--output production/ \
--preserve-comments \
--add-headers
# Validate
capysquash validate client-a/migrations/ production/4. Handoff
- Export consolidated migrations
- Generate white-label documentation
- Provide client portal access (optional)
- Include consolidation report in deliverables
MULTI-CLIENT MANAGEMENT
Workspace Organization
Agency Organization
├── Client A
│ ├── Project: Main App
│ ├── Project: Admin Panel
│ └── Team: 3 developers
├── Client B
│ ├── Project: E-commerce
│ └── Team: 2 developers
└── Client C (Internal)
└── Project: Agency ToolsPer-Client Configuration
Conservative for clients:
{
"safety_level": "conservative",
"rules": {
"remove_dead_code": false
}
}Aggressive for internal:
{
"safety_level": "aggressive",
"rules": {
"remove_dead_code": true
}
}WHITE-LABEL REPORTING
Custom Branding
Agency Plan includes:
- Your logo on reports
- Custom color scheme
- Your domain for client portals
- Branded PR comments
Example branded report:
<!DOCTYPE html>
<html>
<head>
<title>Acme Agency - Migration Analysis</title>
<style>
:root {
--brand-color: #your-color;
--brand-logo: url('your-logo.svg');
}
</style>
</head>
<body>
<header class="agency-branded">
<img src="your-logo.svg" alt="Acme Agency">
<h1>Migration Analysis Report</h1>
<p>Prepared for: Client Name</p>
</header>
<!-- Analysis results -->
</body>
</html>CLIENT PORTAL ACCESS
Give Clients Read-Only Access
- Create client portal user
- Assign to specific projects
- Share custom portal URL
- Client sees:
- Migration analysis history
- GitHub PR comments
- Consolidation metrics
- No ability to modify
Use case: Transparent reporting, client trust
PRICING OPTIMIZATION
Agency vs Multiple Professional Plans
| Approach | Cost | Best For |
|---|---|---|
| 3 Professional Plans | $297/mo | 3 separate companies |
| 1 Agency Plan | $399/mo | Agency with 5-20 clients |
Break-even: 4+ client projects
REAL AGENCY WORKFLOWS
Scenario 1: New Client Onboarding
# Initial audit
capysquash analyze migrations/*.sql --deep --export audit.html
# Present to client with recommendations
# "You have 287 migrations that can be consolidated to 12"
# After approval, consolidate
capysquash squash migrations/*.sql --safety conservative
# Deliver clean projectClient sees:
- Professional analysis
- Expert recommendations
- Clean, optimized database
- Faster deployments going forward
Scenario 2: Ongoing Maintenance
# Monthly consolidation as part of retainer
capysquash squash migrations/*.sql --output monthly-clean/
# Include in monthly report:
# "This month: Consolidated 23 migrations, reduced deployment time by 45 seconds"Scenario 3: Pre-Launch Audit
# Before client launch
capysquash analyze migrations/*.sql --report-format json
# Check metrics
# If >50% consolidation opportunity, recommend cleanupTEAM COLLABORATION
Role-Based Access
Admin (You):
- Manage all client projects
- Configure settings
- Billing
Developer (Your Team):
- Run analysis on assigned clients
- View results
- No billing access
Client (Read-only):
- View their project only
- See analysis results
- No configuration access
STANDARDIZED WORKFLOWS
Create Agency Templates
Template: client-onboarding.sh
#!/bin/bash
CLIENT=$1
capysquash analyze $CLIENT/migrations/*.sql --export "$CLIENT-initial-audit.html"
echo "Audit complete: $CLIENT-initial-audit.html"Template: pre-deployment.sh
#!/bin/bash
CLIENT=$1
capysquash squash $CLIENT/migrations/*.sql --safety conservative --output $CLIENT/production/
capysquash validate $CLIENT/migrations/ $CLIENT/production/BEST PRACTICES FOR AGENCIES
- Always start conservative - Client projects should be low-risk
- Document everything - Include consolidation in deliverables
- Regular audits - Monthly or quarterly migration cleanup
- Transparent reporting - Show clients the value you're providing
- Standardize configs - Use same safety levels across similar clients
ROI CALCULATION FOR CLIENTS
Present value to clients:
Before capysquash:
- 287 migrations
- ~8 minute deployments
- Complex debugging
- 45 MB migration folder
After capysquash:
- 12 migrations
- ~30 second deployments
- Clear history
- 2.1 MB migration folder
Time saved per deployment: 7.5 minutes
Deployments per month: 20
Monthly time savings: 150 minutes (2.5 hours)
Annual time savings: 30 hours = $4,500 (at $150/hr)
CAPYSQUASH cost: Included in agency retainerNEXT STEPS
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