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🏷️ Agency White-Label Dashboard Training

πŸŽ₯ Resource Type: Live Training Session Recording πŸ“… Topic: Setting up, branding, and managing the White-Label Agency Dashboard ⏱️ Duration: ~20–30 minutes

Updated yesterday

🌟 Introduction

This session covers how agencies can:

  • White-label the SearchAtlas dashboard under their own brand.

  • Configure client access, pricing, and quotas.

  • Use lead-gen tools like the Site Analysis Capture Widget.

  • Explore extra options like the Affiliate Program & community support.


πŸ“ Agenda

1️⃣ What is White-Labeling?
2️⃣ How to configure your agency dashboard URL & branding.
3️⃣ Customer settings & pricing models.
4️⃣ Managing clients & plans.
5️⃣ Using the Site Analysis Lead Capture Widget.
6️⃣ Affiliate Program & SEO Theory community.
7️⃣ Final Q&A.


🏷️ White-Label Setup

πŸ”§ Steps to Configure

  • Must be on Pro Plan.

  • Define dashboard URL β†’ e.g. dashboard.yourdomain.com.

  • Upload company logo + branding.

  • Add DNS A-record pointing to the provided IP (may take up to 48 hours).

  • Submit request β†’ Your white-label dashboard is live.

🎨 Custom Branding Includes

  • Favicon, sign-in & sign-up screens.

  • Replacing all SearchAtlas logos with your agency brand.


πŸ‘₯ Customer Settings

βš™οΈ Options

  • Enable/disable client emails & order pages.

  • Adjust client pricing:

    • You pay 70% of standard SearchAtlas prices.

    • Example: Starter plan β†’ You set $120 β†’ You’re charged $69 β†’ $51 profit.

  • Include extra services or credits in your pricing to cover costs.

πŸ’³ Quotas & Credits

  • Auto Projects = on-platform optimizations.

  • Hyperdrive Credits = external executions (backlinks, citations).

  • Agencies should pass these costs into client pricing.

  • Check quotas in Billing.


πŸ‘₯ Managing Clients

  • Add new clients β†’ Invite by email.

  • Assign plans: Starter, Growth, Pro, or Agency Starter (free).

  • Use Agency Starter for small clients where you handle SEO directly.

  • Bigger, SEO-savvy clients β†’ Assign paid plans.


πŸ•΅οΈ Site Analysis Lead Capture Widget

  • Embed widget on your site (homepage/services page).

  • Visitors enter domain β†’ basic SEO snapshot generated.

  • Capture lead details (domain, email, phone, company, timestamp).

  • Customize widget branding & text.

  • Supports webhook integrations.

βœ… Use it as a lead-gen funnel + conversation starter for pitching services.


🀝 Affiliate Program

  • Instead of client reselling, refer users directly to SearchAtlas.

  • Earn 30% recurring commission for customer lifetime.


🌐 SEO Theory Community

  • Private Facebook group for agencies.

  • Peer-to-peer Q&A, sharing strategies, and agency best practices.

  • Great place for real-world implementation advice beyond training.


⚠️ Key Notes

  • Once white-labeled, you’ll have two dashboards:

    • Default dashboard.searchatlas.com.

    • Agency-branded dashboard.yourdomain.com.

  • Always use your agency dashboard for:

    • Client-facing reports.

    • Sharing logins.

  • Clients do not see SearchAtlas chat support β€” they contact you.


πŸ’‘ Best Practices

  • πŸ’° Adjust client pricing to cover hyperdrive costs.

  • πŸ–₯️ Always deliver reports via agency-branded dashboard.

  • πŸ“ˆ Use the capture widget to generate warm leads.

  • πŸ”„ Choose between reselling (white-label plans) or referring (affiliate).


πŸ‘‰ Watch the full session to see step-by-step setup and Q&A about credits, pricing, and embedding the capture widget.

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