RevClick White-Label Client Workspace Setup (Onboarding)

RevClick White-Label Client Workspace Setup (Onboarding)

1. 01

   Sign up for RevClick OS at the 79 € monthly plan and open the white-label branding panel

   The 79 € monthly fee is fixed regardless of client count, so complete branding before adding any client workspace. Upload your agency logo, set the client-facing domain, and pick the accent colours that will appear on every resold dashboard.

2. 02

   Create the first client record in the RevClick OS CRM and attach the business vertical

   Tag the record as salon, trades, property, or hospitality so the website template, social calendar, and ad creative defaults match the vertical RevClick targets across Europe.

3. 03

   Build the client website inside RevClick using the single-page or 2-page responsive template

   Starter builds carry no deposit and free updates for 60 days, so publish the first version before collecting payment. Enable the WhatsApp click-to-chat button, contact form, and Google Maps integration on every page.

4. 04

   Connect the social scheduling module for Facebook, Instagram, and X

   Load the first month of captions into the content calendar and set posting times. RevClick OS exposes the same scheduling tools the agency uses internally, so the client sees your brand, not RevClick's.

5. 05

   Configure the Google and Meta ad campaigns with tracking and retargeting switched on

   Set the daily budget and conversion event before launch. RevClick's built-in lead tracking writes enquiries back to the client record, which is what makes the monthly report defensible.

6. 06

   Activate RevClick Scout to pull and qualify local leads into the client pipeline

   Scout finds and qualifies local leads automatically. Route qualified records to the client's inbox or to your delivery team depending on the retainer tier you sold.

7. 07

   Run one full test enquiry through the website, social DM, and ad form, then hand the workspace to the client

   Confirm the lead lands in the CRM with the correct source tag. Only after this test passes should you invoice the first retainer month and schedule the monthly engagement report.