Ranked AI White-Label Client Workspace Setup (Onboarding)

Ranked AI White-Label Client Workspace Setup (Onboarding)

1. 01

   Confirm white-label capability in your Ranked AI account before selling the retainer

   Verify that the dashboard, reports, and client portal can all carry your agency logo. If a prospect's procurement team asks who performs the work, the answer is your agency brand, not Ranked AI.

2. 02

   Upload agency logo and brand assets to the Ranked AI white-label settings

   This is the step that makes the client portal look like your product. Do it before the first client login is issued, because retrofitting branding after a client has seen the default interface erodes the resale story.

3. 03

   Create the client project and enter the website URL plus focus target keywords

   Keyword count is plan-bound: 25 on Standard at $99 monthly, 50 on Plus at $198 monthly, 100 on Enterprise at $349 monthly. Match the client's scope to the tier before you quote the retainer, or you will be upgrading mid-contract at your own margin.

4. 04

   Connect Search Console, Analytics, and Google Business Profile integrations

   These feed the rank tracking and reporting layers. For multi-location clients, connect each location's Business Profile separately so maps rankings are attributed to the right storefront.

5. 05

   Set rank tracking across desktop, mobile, maps, and AI search modes

   Ranked AI tracks ChatGPT, Claude, Gemini, Perplexity, Grok, and Meta alongside traditional search. Decide with the client which AI surfaces belong in the monthly report, because reporting every mode inflates the deliverable without adding decision value.

6. 06

   Configure the AI agent to pull live data and file tasks

   This is what routes work to the human specialists. Confirm the agent is filing tasks against the correct project, then agree the escalation channel (Slack, Teams, WhatsApp, or email) your delivery lead will monitor.

7. 07

   Schedule the first branded performance report and client portal access

   Issue portal credentials only after the dashboard shows live ranking data, so the client's first impression is a populated workspace rather than an empty shell.