Implementation BlueprintExecution layer

AgencyReportr White-Label Reporting Retainer (5-7 days)

Launch a white-label reporting service for SEO, PPC, and AI visibility using AgencyReportr's multi-tenant dashboards and automated PDF reports under your agency's domain. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

How do you implement it?

Blueprint

AgencyReportr White-Label Reporting Retainer (5-7 days)

Launch a white-label reporting service for SEO, PPC, and AI visibility using AgencyReportr's multi-tenant dashboards and automated PDF reports under your agency's domain.

Prerequisites
  • AgencyReportr account with Growth plan ($29/month per client) or higher
  • Client access to Google Analytics 4, Search Console, Google Ads, Meta Ads, and Google Business Profile
  • Agency branding assets (logo, colors, custom subdomain like reports.youragency.com)
  • Defined client reporting cadence (monthly, weekly) and metric selection
  • Client approval on data sharing and OAuth authorizations
Execution Timeline
  • 1.Create AgencyReportr account and select Growth plan for 10 client workspaces
  • 2.Connect client's Google Search Console, Google Analytics 4, Google Ads, Meta Ads, and Google Business Profile via one-click OAuth
  • 3.Verify live data pull for each integration to confirm authorization
  • 1.Configure white-label dashboard with agency logo, colors, and custom subdomain
  • 2.Set up client workspace with branding and select key metrics: keyword rankings, AI visibility scores, ad performance
  • 3.Schedule automated PDF report delivery (monthly or weekly) to client email
  • 1.Add client's target keywords (up to 2,000 slots on Growth plan) for daily rank tracking
  • 2.Enable AI Visibility module to monitor ChatGPT, Perplexity, and Gemini mentions
  • 3.Configure Google Ads campaigns (up to 20 per client) and Meta Ads metrics: spend, ROAS, CTR, CPA
  • 1.Customize dashboard widgets to display local keyword rankings and Google Business Profile performance
  • 2.Set up client-specific alerts for ranking drops or AI visibility changes
  • 3.Test automated PDF report generation and delivery to ensure branding and data accuracy
  • 1.Review first draft of client report for accuracy and completeness
  • 2.Adjust metric thresholds and report frequency based on client's goals
  • 3.Train internal team on using AgencyReportr's admin panel for ongoing client management
  • 1.Deliver final branded report to client with executive summary and insights
  • 2.Set up client access to live dashboard (if included in offer) with agency branding
  • 3.Document client-specific settings and data sources for future reference
  • 1.Conduct post-launch review with client to gather feedback on report usefulness
  • 2.Adjust reporting cadence or metrics based on feedback
  • 3.Plan monthly maintenance: update keywords, add new campaigns, and monitor AI visibility trends
$29 to $290 per month depending on number of client workspaces (Growth plan at $29/client/month)5-7 days
ROI Logic

With a $299/month productized offer (as in the Local Visibility Starter), the tool cost is $29/client/month, leaving a gross margin of $270 per client. For 10 clients, that's $2,700 monthly revenue against $290 in tool costs, a 90% margin before labor. Even with 6 hours setup and 2 hours monthly maintenance, the margin remains strong.

Deliverables
  • White-label client dashboard with agency branding and custom subdomain
  • Automated PDF report scheduled for monthly or weekly delivery
  • AI Visibility snapshot tracking client mentions in ChatGPT, Perplexity, and Gemini
  • Keyword ranking report with daily updates for up to 2,000 keywords
  • Client-specific configuration document for ongoing management
Definition of Done

Client receives a branded, automated PDF report and live dashboard access with accurate data from all connected sources, and the agency has documented settings for ongoing maintenance.