Elvate Client Link Campaign Setup (Onboarding)

Elvate Client Link Campaign Setup (Onboarding)

1. 01

   Create the client workspace in Elvate and enter the brand name exactly as it should appear on the white-label monthly report

   The report is forwarded to the client under your agency's brand, so the brand string set here is what the client sees on every placement summary.

2. 02

   Load the client's primary target URL and priority keywords into the campaign configuration

   Elvate's onboarding inputs are target URLs and priority keywords; setup complexity is documented as low, so this is a single-session task rather than a multi-week implementation.

3. 03

   Paste the domains-to-avoid list and upload the existing backlink profile for audit

   Both are optional inputs, but supplying them stops Elvate's manual outreach team from pitching sites the client already has or has explicitly ruled out.

4. 04

   Set the anchor text strategy per target URL before outreach begins

   Anchor text is mapped at campaign level and appears in the monthly report, so agree the distribution with the client before the first pitch goes out.

5. 05

   Confirm the plan tier against the client's monthly link volume

   Elvate's published tiers run from Local SEO Starter at $149 monthly through SEO Starter at $249, SEO Growth at $549, and SEO Pro at $949 monthly; match the tier to the retainer you have sold, not to the largest tier you can justify.

6. 06

   Brief the client on the 14-day money-back guarantee window and what it covers

   Use it as the risk-reversal line in the sales conversation for a first mandate, and note the date the window closes so your agency does not promise a refund after it lapses.

7. 07

   Schedule the branded monthly report delivery and verify the first placements show live URL, anchor text, domain rating, and referral traffic

   Each placement is checked for indexation and dofollow status, so the first report is also your quality gate on whether the vendor's vetting matches what you sold.