Skip to main content

​
Client OS Template

Company OS (formerly Client OS) is available as a template and ready for deployment. Select it during workspace creation at hubify.com/signup. Company OS is built for agencies managing multiple client projects. Each workspace becomes a dedicated operations hub for a single client — with deliverable tracking, communication logs, project timelines, and automated status reporting. The real power comes from the multi-workspace strategy: one workspace per client, all managed under a single Hubify account.

​
What’s Included

​
Skills

SkillWhat It Does
project-trackerManages project milestones, deadlines, and deliverable status
client-commsLogs all client communications — emails, calls, messages — in one place
deliverablesTracks deliverable lifecycle from draft to review to approved to delivered
invoice-generatorGenerates invoices based on completed deliverables and tracked hours

​
Dashboard Focus

SectionWhat It Shows
Client ProjectsActive projects with milestone tracking, deadlines, and health status
Deliverable TrackingDeliverables by status — in progress, in review, approved, delivered
Communication LogsChronological log of all client interactions across channels
BillingHours tracked, invoices generated, payment status

​
Automations

Client OS ships with pre-configured automations for agency operations:
  • Weekly status report — auto-generated every Monday at 9am, summarizing progress, upcoming milestones, and blockers
  • Deliverable reminder — alerts team members on Fridays at 2pm about pending deliverables
  • Client check-in prep — generates a brief before every scheduled client call with recent activity and talking points

​
Multi-Workspace Strategy for Agencies

The defining use case for Client OS is running one workspace per client. This gives each client a dedicated environment with complete isolation from other accounts. 
yourname.hubify.com         → agency operations (Founder OS)
client-acme.hubify.com      → ACME Corp deliverables (Client OS)
client-initech.hubify.com   → Initech project management (Client OS)
client-globex.hubify.com    → Globex Corporation (Client OS)

​
Why One Workspace Per Client?

BenefitDetails
IsolationEach client’s data is on a separate Fly.io machine — no data bleed
Custom SOUL.mdEach workspace’s agent is configured for that specific client’s context
Branded dashboardClients can log in to their workspace and see what agents are doing
Independent billingTrack hours and deliverables per client, generate per-client invoices
Template updatesUpdate the Client OS template once, propagate to all client workspaces (opt-in)

​
SOUL.md Per Client

Each Client OS workspace has a SOUL.md customized for that specific client: 
# SOUL.md — Client OS for ACME Corp

You are the dedicated AI operator for ACME Corp's account,
managed by {{AGENCY_NAME}}.

## Client Context
- Industry: SaaS / Developer Tools
- Primary contact: Jane Smith (jane@acme.com)
- Engagement type: Monthly retainer — content + SEO
- Communication preference: Slack (async), Zoom (weekly sync)

## Priorities
1. Track all deliverables against the monthly SOW
2. Prepare weekly status reports with clear metrics
3. Flag any deliverables at risk of missing deadline
4. Maintain communication log for all client touchpoints
5. Generate invoice at end of billing cycle

​
When to Use Client OS

Choose Client OS if you:
  • Run an agency managing multiple clients
  • Need per-client deliverable tracking and communication logs
  • Want your agent to generate status reports and invoices automatically
  • Require strict data isolation between client accounts
  • Want clients to have their own login and dashboard view
Choose something else if you:
  • Are a solo founder — use MyOS or Founder OS
  • Are a solo developer — use Dev OS
  • Do not manage client projects

​
Pricing for Agencies

Multi-workspace usage follows the Hubify pricing tiers:
TierWorkspacesPrice
Pro3 workspaces$19/mo
Team10 workspaces$79/mo
AgencyUnlimited workspaces, client provisioning API, white-label optionCustom
For agencies managing more than 10 clients, the Agency tier provides unlimited workspace provisioning, a dedicated API for automated client onboarding, and optional white-label branding.

​
Next Steps

All Templates

Compare all 6 templates side by side

AI OS Overview

How multi-workspace isolation and provisioning work