Why do agencies need an access cleanup?

Agencies hold more access than almost any other business their size: client ad accounts, stores, CRMs, analytics, shared drives, and automation tools, plus a rotating bench of contractors. Every finished project and departed contractor leaves access behind, and the agency carries the risk on the client's behalf.

What does an agency access cleanup cover?

Client-side access held by the agency team, contractor and freelancer access, internal tools like Slack, Google Workspace or Microsoft 365, Notion, and ClickUp, client platforms like Shopify, Meta Business Manager, Klaviyo, and HubSpot, automations, AI tools, and the onboarding and offboarding workflows that govern all of it.

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For agencies

Agency Systems and Access Cleanup

Agencies hold more access than almost any other business their size: client ad accounts, stores, CRMs, and drives, plus a rotating bench of contractors. VXSec inventories who can reach what across your stack and your clients' stacks, cleans up what you approve, and leaves you with workflows that survive turnover.

Book a 15-minute scope check See a sample report

Diagnostic$1,500. Full access and systems inventory with a findings report.

Cleanup sprint$5,000 to $12,000. Approved fixes implemented and documented.

Monthly review$1,500 to $3,000/month for agencies with constant turnover.

The agency access problem

An agency's access risk is double-sided. Internally: contractors in Slack, Notion, ClickUp, and shared drives long after projects end. Externally: your team's access to client ad accounts, Shopify stores, Klaviyo, HubSpot, and analytics, where a missed removal is not just your risk, it is your client's, held in your name.

The usual signs

Former contractors still sit in Slack channels, project tools, client portals, or the password vault.
Client access is scattered across Meta Business Manager, Shopify collaborators, Klaviyo, HubSpot, and shared inboxes with no register of who holds what.
Zapier, Make, or n8n workflows run under a personal account, and nobody wants to touch them.
AI tools are used on client work with no inventory, approval step, or offboarding task.
Offboarding is a Slack message that says "can someone remove Alex from everything?"

What VXSec reviews

Typical scope includes Google Workspace or Microsoft 365, Slack, Notion, ClickUp, Asana, Airtable, HubSpot, Shopify, Meta Business Manager, Klaviyo, Zapier, Make, n8n, 1Password, GitHub, client portals, and AI tools. The scope check narrows this to the systems that actually matter for your agency.

Having built the internal operating platform for an ecommerce media buying agency with ~250 client accounts, VXSec treats workflows and access as one system: role-based access control, tenant isolation, credential storage, onboarding, and offboarding are in scope because they drive who gets access to what. See the selected work page for that engagement.

Diagnostic

Inventory of internal access, client-side access, contractors, automations, AI tools, and offboarding gaps.

Cleanup sprint

Approved removals, ownership transfers, admin reductions, client access register, and documented workflows.

Client-safe delivery

Changes touching client systems are sequenced and approved so campaigns and stores are never disrupted.

Excluded

Campaign work, helpdesk, device support, custom app builds, and emergency incident response.

Know exactly who can reach your clients' systems

The scope check confirms your tool stack, contractor model, and client access patterns, and whether to start with the diagnostic or go straight to a sprint.

Book a 15-minute scope check