Operating ProcedureExecution layer

LinkBuilder.io Client Link Workflow Configuration (Onboarding)

A checklist with 7 steps: Register the agency as a LinkBuilder.io white-label partner and confirm reseller rights in writing.

By InnovaAI ResearchPublished Updated

What are the steps?

checklist

LinkBuilder.io Client Link Workflow Configuration (Onboarding)

  1. 01

    Register the agency as a LinkBuilder.io white-label partner and confirm reseller rights in writing.

    Complete the partner onboarding form, verify that unbranded reports can carry your logo, and record the 10% commission/discount terms against the Growth package ($9,999 per month) so the agency's cost basis is fixed before any client work starts.

  2. 02

    Create the client record in the LinkBuilder.io dashboard and submit the client website URL.

    Enter the domain, the target pages the agency wants links pointed at, and the link type mix (guest posts, editorial links, digital PR, expert source placements, niche edits). This is the input set the vendor uses for prospecting.

  3. 03

    Set the monthly link volume and DR band for the client's plan tier.

    Match the client's retainer to the wholesale tier: Startup at $2,999 per month for 8 links, Pro at $5,999 per month for 16+ links, or Growth at $9,999 per month for 26+ links. All tiers target average DR 50-90 placements, so the volume choice is the main lever.

  4. 04

    Run the competitor backlink gap analysis and keyword analysis inside LinkBuilder.io.

    Use the gap output to build the target page list and anchor text plan. The Startup tier includes both analyses; confirm which of these are active on the client's tier before promising them in the agency's own proposal.

  5. 05

    Exercise the pre-approval step on every target site before outreach begins.

    Review each proposed publisher against the agency's internal QA checklist: organic traffic, DR, niche relevance, and topical fit. Reject anything that fails, because approval is the agency's control point and the vendor will not start outreach until it clears.

  6. 06

    Configure the custom reporting dashboard with the client's branding.

    Load the client logo, set the reporting period to match the agency's retainer cycle, and confirm the link delivery summary renders as unbranded output the agency can rebrand and pass to the client.

  7. 07

    Record the 12-month link guarantee and replacement coverage terms in the client's delivery notes.

    Log which placements are covered, how dropped links get replaced, and who at the agency owns the replacement request. This is the retention lever when a client asks what happens if a link disappears.