Umbraco agencies
How can an Umbraco agency extend the client relationship beyond launch?
An Umbraco agency can extend the client relationship by helping the client connect its website to the customer work that follows an enquiry. Start with the actual workflow and responsibilities. A wider offer is not automatically a recurring-revenue model or an unlimited resale licence.
Use the website as the beginning of the discussion
Ask where enquiries go after launch, who responds and how the business tracks an opportunity. Then ask what the delivery team needs when work is agreed. These questions identify practical gaps without promising that the website will operate the business automatically.
If the client already has a CRM, respect that investment and review integration options. Umbraco offers an external-service integration ecosystem. A connected Client Craft workspace is another architecture to evaluate, not a universal replacement for the client’s existing systems.
Explore the connected Client Craft workflow to see how this approach fits the product.
Agree the operating boundary
Client Craft supports compatible existing Umbraco installations and its own hosted website route. For the existing-installation route, the agency or provider retains website hosting while the package connects to Client Craft’s hosted service. For the hosted route, website hosting is part of the scoped arrangement.
Agree workspace access, package compatibility, onboarding, support, hosting and commercial terms. The standard per-user customer subscription is not an unlimited agency or resale licence. Do not promise agency margins or recurring revenue without an agreed commercial model.
Example: prove one client journey first
Illustrative example: choose one client and one representative enquiry. Map receipt, ownership, qualification, deal progress and delivery handoff. Record which responsibilities belong to the agency, the client and Client Craft.
Review the journey with the client before extending it to a wider portfolio. A repeatable offer comes from an agreed process, support boundary and working example, rather than adding another item to a services page.
Beyond-launch responsibility map
Website content: name the client editor and the agency contact for changes.
Hosting: record the existing website provider and who maintains that arrangement.
Compatibility: record who checks and updates the Umbraco package connection.
Enquiries: the client names the person reviewing and replying to requests.
Workspace access: identify who manages the agreed users and permissions.
Commercial decisions: the client approves its customer work and payment arrangements.
Delivery: the client owns the services it has agreed to deliver.
Agency support: define what the agency maintains, the escalation path and the agreed scope.
Review this sample map at handover. It describes responsibilities to agree; it does not imply an unlimited-client licence, a resale entitlement, automatic client onboarding or an agency pricing commitment.
Frequently asked questions
Can an agency promise recurring revenue from this immediately? A wider service offer does not establish a commercial model by itself. Agency scope, access, responsibilities and terms need a separate agreement. Do not promise margins or unlimited resale rights.
Which hosting route should we choose? Compare the compatible-existing-Umbraco route with the hosted website route. Decide who owns hosting, upgrades, support and client workspace responsibilities for the chosen arrangement.
Where should an agency start? Start with one client, one representative enquiry and a documented responsibility model. Verify the journey before extending the offer across a larger portfolio.
Sources and next reading
Umbraco’s integration ecosystem · Client Craft product capabilities · Service scope and responsibilities
Continue with the contact-form follow-up guide and preparing for your business website.
Choose the next step for your team.
Explore Client Craft for Umbraco agencies, review the service scope or book an agency demonstration.
See Client Craft for Umbraco agencies