Maverank White-Label Report Delivery (Client Onboarding)

Maverank White-Label Report Delivery (Client Onboarding)

1. 01

   Create the client project and connect the website URL

   Sign in to Maverank and add a new project for the client domain. The 36-check AI search readiness audit runs against that URL and returns a score out of 100. Starter caps you at 1 project, Solo at 3, Studio at 10, so confirm the seat and project count before onboarding a new retainer client.

2. 02

   Review the 36-check audit output before anything reaches the client

   Open the AI Readiness fix list and read the findings across crawler access, rendering, discoverability, entity structure, and citation readiness. The audit produces a prioritized fix list, so separate the items the client can action in-house from the ones your delivery team will handle.

3. 03

   Configure tracked prompts for the client brand

   Add brand-relevant prompts to the project. Prompt allowances are 15 on Starter, 50 on Solo, 200 on Studio, and higher on Agency. Keep the prompt set tight enough that daily refresh stays meaningful, and note which prompts map to the client's commercial keywords.

4. 04

   Run the AI mention tracking across all four platforms

   Maverank tracks brand mentions across ChatGPT, Claude, Gemini, and Google AI. Pull the first snapshot so you have a baseline before any fixes ship. This baseline is what makes the retainer renewal conversation concrete six months later.

5. 05

   Benchmark the client against competitors on the public leaderboard

   Use the leaderboard view to position the client's score against named competitors. This is the slide that justifies the fee in the kickoff deck, because a raw score out of 100 means little to a client without a comparison point.

6. 06

   Build the white-label PDF report

   White-label and scheduled reporting are available on Studio ($149/mo) and Agency ($399/mo). Set the report template to the client's brand, then schedule delivery. If you are on Starter or Solo, you cannot white-label, so either upgrade or deliver findings in your own document format.

7. 07

   Schedule the recurring delivery cadence

   Set the scheduled report to match the retainer billing cycle. Daily refresh on tracked prompts means the underlying data moves continuously, but the client-facing artifact should land on a predictable date so delivery does not become an ad hoc scramble.

8. 08

   Log the top 10 fixes as delivery tasks

   Convert the prioritized fix list into assigned tasks with owners and dates. The audit is the sales artifact; the fix list is the delivery scope. Track which fixes shipped so the next report can show movement in the score rather than a static number.