Adriel White-Label Reporting Retainer (5-7 days)
A 5-7 day sprint to configure Adriel for a client, build white-labeled dashboards, and launch a monthly managed reporting service that saves 45+ hours per week per client. Time: 5-7 days.
By InnovaAI ResearchPublished Updated
Adriel White-Label Reporting Retainer (5-7 days)
A 5-7 day sprint to configure Adriel for a client, build white-labeled dashboards, and launch a monthly managed reporting service that saves 45+ hours per week per client.
- Client ad platform access (Google Ads, Meta, LinkedIn) and API credentials
- Client branding assets (logo, color palette, fonts)
- Adriel account on Starter or Professional plan ($500-$1000/mo)
- List of KPIs and reporting cadence agreed with client
- Client's Google Analytics 4 or BI tool (Looker Studio, Tableau) access if needed
- 1.Create Adriel workspace and invite client stakeholders as viewers
- 2.Connect client's ad accounts using no-code connectors (Google Ads, Meta, LinkedIn)
- 3.Set up data sync schedules and verify data accuracy
- 1.Configure white-labeled dashboard with client logo and color scheme
- 2.Build interactive widgets for key metrics (impressions, clicks, conversions, CPA)
- 3.Add budget pacing alerts and anomaly notifications
- 1.Create automated PDF report templates with client branding
- 2.Set up weekly and monthly email delivery schedules
- 3.Test report generation and verify data pull
- 1.Enable AI-powered creative analysis for top-performing ads
- 2.Configure custom alerts for budget overspend and performance drops
- 3.Integrate with client's BI tool (Looker Studio or Tableau) if required
- 1.Review dashboard with client and gather feedback
- 2.Adjust widgets and filters based on client input
- 3.Document dashboard navigation and alert settings
- 1.Train client team on self-service dashboard access
- 2.Set up user permissions and role-based access
- 3.Deliver final white-labeled dashboard URL and report samples
- 1.Launch live reporting service and monitor first data sync
- 2.Send first automated report to client
- 3.Handoff to account manager for ongoing monthly maintenance
At $500/mo Starter plan, an agency can resell this service for $2170/mo (per the productized offer), yielding $1670/mo gross margin per client. Setup takes 16 hours initially, then 4 hours/month maintenance, making it highly profitable for agencies with multiple clients.
- White-labeled Adriel dashboard with client branding
- Automated weekly and monthly PDF report templates
- Budget pacing alerts and anomaly notification configuration
- Client training documentation and user access guide
- Monthly maintenance checklist for ongoing updates
Client can access their white-labeled dashboard via a custom URL, automated reports are delivering on schedule, and all alerts are active and tested.
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