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For agencies + consultants

Recommend it.
Keep the client. Get paid.

Built for ecom agencies, fractional CMOs, and Shopify consultants. Custom team roles per-tab so clients scope your access cleanly. A full activity history so trust is built into the workflow. And a 30%/12-month referral commission on every client you bring in — paid via Stripe-native affiliate tracking, no manual invoicing.

What other tools miss

Why most analytics tools are awkward for agency work.

You're working on three or four client Shopify stores at once. Your DPA says you only need access to marketing data — not customer PII, not the founder's salary line. The client's existing analytics tool gives you Admin or View-only, both of which are wrong: Admin is too broad (and the client's security team flags it), Viewer is too narrow (you can't actually do your job). So you compromise — sit on Admin and pretend it's fine, or work off CSV exports the client emails you each week.

The pain
Client wants to give you marketing-only access
In Ecom Forward
Custom role with editor on the Marketing tab only
The pain
Client asks who changed what last week
In Ecom Forward
Activity history of every team action
The pain
Recommending tools = lost upsell on your retainer
In Ecom Forward
30%/12mo referral commission via Stripe-native tracking
The pain
Onboarding to client #4's stack takes a day
In Ecom Forward
Same EF dashboard if they've already adopted it
The stack

Built for the way agencies actually work.

The features in EF that make agency work cleaner — for both you and your clients.

02

Activity history of every action

Every team change, every campaign edit, every COGS change is recorded with timestamp, actor, and the exact before/after. When a client asks 'who changed our Meta budget last Friday?' the answer is one filter away — not a 4-hour incident review.

  • Always on — every change is recorded automatically
  • Filterable by actor, action type, entity type, date range
  • Exportable to CSV for client reviews
04

Same dashboard on every client

If your last 3 clients adopted EF, the 4th one's onboarding is muscle-memory: same Performance tab, same Marketing tab structure, same Goals workflow. You stop spending the first 4 hours of each engagement learning their analytics setup.

  • All-stores view + per-store toggling — switch between client stores instantly
  • Custom roles persist across clients if you sit on multiple workspaces
  • Daily digest emails for each client are independent — no inbox crossover
In your week

Three workflows agencies run with EF.

The DPA-clean engagement

New client signs your DPA. They create a custom 'Marketing Partner' role with editor on Marketing + viewer on Performance + viewer on Stores. You're in within 2 minutes — exactly the access the contract specifies, nothing more. When the engagement ends, they revoke in one click.

The recommend-and-earn loop

You're auditing a prospective client's stack. Their existing analytics tool is BeProfit at $149/mo. You recommend EF Captain at $99/mo with all features included. They subscribe through your referral link. They save $50/mo, you earn $29.70/mo for 12 months — and your audit deliverable lands first because the data was easier to read.

The fractional CMO portfolio

You're a fractional CMO across 4 D2C brands. Each one gives you a 'Fractional CMO' custom role with editor on Marketing, Performance, and Goals. Your morning routine: open EF, switch between the 4 client workspaces, set goals for the week, review yesterday's performance — all before 9 AM.

Referral program

How the referral program works.

Every account gets a unique referral link from the Account page. Share it with a client, a podcast audience, a Reddit thread, your YouTube description — wherever fits your channel. When someone subscribes through your link, they get 20% off for 3 months and you get 30% of their subscription for 12 months.

  • Paid out monthly via FirstPromoter — Stripe-native affiliate tracking, no manual invoicing on either side
  • 7-day trial + first 12 monthly payments tracked back to your link
  • Cumulative cookie window so a referred prospect who signs up 28 days later still attributes to you
  • Open to every user — no minimum referrals, no 'become a partner' application gate
Ready?

Use it yourself first,
then refer your clients.

7-day free trial, all features at every tier including custom team roles + full activity history. Generate your referral link from your Account page the moment you upgrade — start earning on the first client you refer.

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