Agency Platform Client Dashboard Branding (Onboarding)

Agency Platform Client Dashboard Branding (Onboarding)

1. 01

   Log into Agency Platform admin panel and navigate to Settings > White Label.

   Ensure you are on a month-to-month plan ($178/mo or higher) that supports white-label customization.

2. 02

   Upload your agency logo (PNG, max 2MB) and set your custom subdomain (e.g., dashboard.youragency.com).

   The platform will automatically apply your branding to the client portal, reports, and email notifications.

3. 03

   Configure the default report template under Reports > Templates.

   Select which metrics appear in automated weekly/monthly reports: rankings, AI Overviews visibility, LLM brand mentions, and Google Analytics data.

4. 04

   Set up your first client by clicking Clients > Add Client.

   Enter the client's website URL, business name, and target keywords. Connect Google Analytics and Google Search Console via the Integrations tab.

5. 05

   Activate the AI dashboard assistant under Settings > AI Assistant.

   This generates campaign insights and summary blurbs for client reports. Toggle on for all new clients.

6. 06

   Generate a test audit report using the Sales Audit Report tool (20 reports included in Bronze plan).

   Review the output to ensure branding and data accuracy before sharing with the client.

7. 07

   Send a welcome email with a branded portal link from Clients > Invite.

   The client will see your logo, domain, and custom report layout. No Agency Platform branding appears.