Implementation BlueprintExecution layer

AdEspresso White-Label Retainer Setup (5-7 days)

This blueprint guides agencies through productizing AdEspresso into a white-label retainer offer, covering client onboarding, campaign approval workflows, and reporting automation. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

Ad Management

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Blueprint

AdEspresso White-Label Retainer Setup (5-7 days)

This blueprint guides agencies through productizing AdEspresso into a white-label retainer offer, covering client onboarding, campaign approval workflows, and reporting automation.

Prerequisites
  • Active AdEspresso Plus plan ($99/mo) for white-label reports and collaboration tools
  • Client's Facebook and Instagram ad accounts with admin access for connection
  • Defined service package and pricing for the retainer offer
  • Access to Salesforce account if CRM sync is required
  • Team seats allocated (up to 15 on Plus plan)
Execution Timeline
  • 1.Create AdEspresso account and connect client's Facebook and Instagram ad accounts
  • 2.Configure agency-level dashboard to manage multiple accounts from a single view
  • 3.Set up client permissions and team seats in AdEspresso
  • 1.Import existing campaign data from Facebook Ads Manager to establish baseline
  • 2.Define split-testing parameters for audiences and creatives in AdEspresso
  • 3.Set up campaign approval workflow for the client
  • 1.Create first campaign using AdEspresso's bulk creation for multi-page
  • 2.Configure performance triggers for cross-campaign optimization
  • 3.Enable automated post promotion for client's Facebook page
  • 1.Set up white-label report templates in AdEspresso (PDF, email, Excel)
  • 2.Integrate Salesforce for CRM sync of campaign performance
  • 3.Test client approval flow with a sample campaign
  • 1.Launch initial campaigns and monitor via AdEspresso dashboard
  • 2.Review split test results and adjust targeting or budgets
  • 3.Deliver first white-labeled performance report to client
  • 1.Optimize campaigns based on performance triggers and split test data
  • 2.Schedule recurring reports for client (email or PDF)
  • 3.Document client-specific settings and preferences in AdEspresso
  • 1.Conduct handoff meeting with client to review dashboard and reports
  • 2.Finalize retainer scope and set up monthly optimization cadence
  • 3.Archive all campaign data and reports for client reference
$99/mo for AdEspresso Plus plan (covers unlimited ad spend and white-label features)5-7 days
ROI Logic

With a $99/mo tool cost, an agency can bundle AdEspresso into a retainer priced at $500-$1,500/mo per client, yielding 80-90% gross margin. The white-label reports and approval workflows reduce manual reporting time, allowing agencies to serve more clients without scaling headcount.

Deliverables
  • White-labeled AdEspresso dashboard configured for client
  • Campaign approval workflow template
  • Split-testing plan for audiences and creatives
  • Automated performance report (PDF/email/Excel) with client branding
  • Salesforce integration setup for CRM sync
Definition of Done

Client's campaigns are live in AdEspresso, approval workflow is active, and the first white-labeled report has been delivered and accepted.

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