AgencyReportr Client Workspace Setup (Onboarding)

AgencyReportr Client Workspace Setup (Onboarding)

1. 01

   Create a new client workspace from the AgencyReportr dashboard

   Navigate to the 'Workspaces' section and click 'Add Workspace'. Enter the client's name and select the appropriate plan tier (Solo or Growth) based on the number of keyword slots and campaigns needed.

2. 02

   Connect client data sources via one-click OAuth

   In the workspace settings, use the 'Integrations' tab to authorize Google Search Console, Google Analytics 4, Google Ads, Meta Ads, and Google Business Profile. Ensure each connection returns live data before proceeding.

3. 03

   Configure white-label branding

   Go to 'Branding' settings, upload your agency's logo, set brand colors, and specify a custom subdomain (e.g., reports.youragency.com). Verify that all report templates reflect your branding, not AgencyReportr's.

4. 04

   Set up keyword tracking

   In the 'Keywords' tab, add the client's target keywords, allocating from the workspace's keyword slots (e.g., 50 for Solo, 250-2000 for Growth). Enable daily rank updates and confirm the tracking locations match the client's service areas.

5. 05

   Enable AI Visibility monitoring

   Activate the AI Visibility module to track the client's presence in ChatGPT, Perplexity, and Google AI Overviews. Configure the frequency of checks and set up alerts for significant changes in visibility scores.

6. 06

   Build the client dashboard

   Arrange widgets on the dashboard to display key metrics: keyword rankings, AI visibility scores, Google Ads performance (campaigns, spend, ROAS), Meta Ads metrics (CTR, CPA), and Google Business Profile insights. Save the layout as the default for this client.

7. 07

   Schedule automated PDF reports

   In the 'Reports' section, create a new report schedule (e.g., monthly). Select the dashboard widgets to include, set the delivery date, and add the client's email recipients. Ensure the report is branded and excludes any AgencyReportr references.

8. 08

   Run a test report and validate delivery

   Trigger a manual PDF report to verify data accuracy and branding. Confirm the email arrives with the correct subject line and that all charts render properly. Adjust any broken integrations or layout issues before the first client-facing report.