Implementation BlueprintExecution layer

LocalImpact White-Label Review Retainer Build (7-9 days)

Agency playbook for standing up LocalImpact's Agency plan as a resellable multi-location review retainer, from workspace onboarding through white-label dashboards and the first client-facing review request sequence. Time: 7-9 days.

By InnovaAI ResearchPublished

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Blueprint

LocalImpact White-Label Review Retainer Build (7-9 days)

Agency playbook for standing up LocalImpact's Agency plan as a resellable multi-location review retainer, from workspace onboarding through white-label dashboards and the first client-facing review request sequence.

Prerequisites
  • LocalImpact Agency plan ($149/mo) provisioned, since white-label dashboards and multi-client account management sit on that tier rather than Growth ($49) or Pro ($99)
  • Verified email and SMS sending domains for each client brand before any review request campaign goes live
  • Client customer contact lists (emails and phone numbers) with consent language cleared for SMS outreach
  • Confirmed list of the review platforms each client cares about, drawn from the 36+ LocalImpact imports
  • Brand voice notes and approved reply tone for the AI-assisted reply templates
Execution Timeline
  • 1.Sign up for the Agency plan and complete workspace setup
  • 2.Connect Google and Facebook review platform connections plus any additional sites from the 36+ supported list
  • 3.Verify email and SMS sending domains before any client-facing launch
  • 1.Load the first client's customer contact data (emails and phone numbers)
  • 2.Configure automated email and SMS review request campaigns with follow-up reminders
  • 3.Set a send cadence that avoids overlapping requests to the same customer
  • 1.Open the unified review inbox and route incoming reviews by location
  • 2.Build AI-assisted reply templates tuned to the client's brand voice
  • 3.Draft escalation rules for negative reviews so an account lead reviews before sending
  • 1.Embed at least one review showcase widget on the client's site
  • 2.Configure review badges for social proof placement
  • 3.Check widget rendering on mobile before sign-off
  • 1.Set up competitor benchmarking against the client's named local rivals
  • 2.Configure reputation insights and centralized reporting views
  • 3.Confirm aggregate review views roll up correctly across locations
  • 1.Apply white-label branding to the client-facing dashboard
  • 2.Create the reseller account structure for the next client location
  • 3.Document the multi-client account management handoff for delivery staff
  • 1.Run a live test request sequence end to end and confirm reviews land in the dashboard
  • 2.Walk the client through the branded dashboard and reply workflow
  • 3.Capture baseline review counts and ratings for the retainer report
  • 1.Package the monthly reporting template from LocalImpact's centralized reporting
  • 2.Write the retainer scope around request sequences, reply handling, and widget upkeep
  • 3.Set the review cadence for the next 30 days
  • 1.Replicate the configured workflow onto a second client location
  • 2.Confirm templates carry across locations using the Pro-tier multi-location pattern
  • 3.Hand over the runbook and close onboarding
$149/mo for the LocalImpact Agency plan, with Growth at $49/mo and Pro at $99/mo as reference points for smaller client scopes; budget roughly $420/mo per single-location client retainer against a 6h setup plus 2h/mo delivery load.7-9 days
ROI Logic

The Agency plan at $149/mo covers white-label dashboards and multi-client account management, so a single client retainer priced near $420/mo recovers the platform cost roughly three times over before the second location is added. Each additional location reuses the same configured request sequences and reply templates, which is where the margin compounds: setup effort drops on location two while the retainer fee holds.

Deliverables
  • Branded LocalImpact dashboard per client location with white-label applied
  • Configured email and SMS review request sequences with follow-up reminders
  • AI-assisted reply template library mapped to the client's brand voice
  • Embedded review showcase widget and badge placement on the client site
  • Monthly reputation report built from LocalImpact's centralized reporting and competitor benchmarking
Definition of Done

The client's branded LocalImpact dashboard is live with at least one review request sequence sending, replies flowing through the unified inbox, and a widget rendering on the client site, all confirmed by a completed end-to-end test.