## 🌟 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.

## 📝 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

## 🔧 Steps to Configure

- Must be on **Pro Plan**.
- **Billing note:** White-label access carries a separate subscription fee that is automatically created as a dedicated line item on your Stripe invoice, distinct from the base Pro plan charge. New white-label customers on the new billing system will see this item appear on their next invoice.
- Define dashboard URL → e.g. `dashboard.yourdomain.com`.
- Upload **company logo** + branding.
- Add DNS A-record pointing to the provided IP (may take up to 48 hours).

  - IP Address: 35.243.150.225 (confirm the current IP with Search Atlas support before publishing DNS, as infrastructure values can change).
  - ⚠️ **Safety-critical:** OTTO scripts route through your white-label domain. If the WL domain is configured but DNS does not point to the correct Search Atlas IP — or has not fully propagated — OTTO scripts on **all associated client sites** will fail with an `OTTO script unreachable` error. Verify resolution and propagation before going live.
- Submit your activation request from the **White-Label settings page** inside your SearchAtlas dashboard (or open a support ticket if you cannot locate it). After DNS propagation, activation typically completes within 24–48 hours → Your white-label dashboard is live.

## 🎨 Custom Branding Includes

- Favicon, sign-in & sign-up screens.
- Replacing all **SearchAtlas logos** with your agency brand.

📌 **Known limitation:** Website Builder CDN image URLs currently still display the `searchatlas.com` domain and do not yet reflect your white-label domain. This is on the product roadmap — contact support for status updates.

## 👥 Customer Settings

## ⚙️ Options

- Enable/disable client **emails & order pages**.
- Adjust **client pricing**:

  - You pay 70% of standard SearchAtlas prices.
  - Base example: Starter plan → You set $120 → You're charged $69 → $51 gross margin before consumption costs.
  - Worked example with consumption: if a typical client uses ~$20 of Hyperdrive Credits and ~$10 of OTTO project capacity each month, your true margin on that $120 resale is closer to $51 − $30 = **$21**. Audit average client consumption over 1–2 months before locking in resale prices.
- Include **extra services or credits** in your pricing to cover costs.

## 💳 Quotas & Credits

- **OTTO Projects** = on-platform optimizations. In plain terms, these are automated SEO fixes (meta tags, schema, internal links, etc.) applied directly to a client's website through the OTTO script. Each connected site consumes one OTTO project slot.
- **Hyperdrive Credits** = external executions. These cover off-platform deliverables like backlinks and citations that Search Atlas fulfills on the client's behalf; each task consumes a defined number of credits.
- See the dedicated OTTO and Hyperdrive KB articles for full details on how each is consumed.
- Agencies should pass these costs into client pricing.
- Check quotas in **Avatar (top-right) → Billing → Plans & Top-ups**.

## 👥 Managing Clients

- Add new clients → 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 → Assign paid plans.

## 🕵️ Site Analysis Lead Capture Widget

- Embed widget on your site (homepage/services page).
- Visitors enter domain → basic SEO snapshot generated.
- Capture **lead details** (domain, email, phone, company, timestamp).
- Customize widget branding & text.
- Supports webhook integrations.

✅ 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.

## 🛠️ Common Pitfalls & Troubleshooting

- **WL domain configured but DNS not pointing to Search Atlas IPs:** OTTO scripts on every client site connected through your white-label domain will silently fail with an `OTTO script unreachable` error.
- **How to verify OTTO reachability after WL setup:** confirm your WL domain resolves to the Search Atlas IP (currently 35.243.150.225), then load a client site that has the OTTO script installed and confirm the script loads without errors in the browser console.
- **Remediation:** correct the DNS A-record and wait for propagation, or — if you need an immediate fix — remove the white-label domain configuration so OTTO falls back to the default `dashboard.searchatlas.com` routing while you re-do DNS.

## ⚠️ 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 — they contact you.

## 💡 Best Practices

- 💰 Adjust client pricing to **cover hyperdrive costs**.
- 🖥️ Always deliver reports via **agency-branded dashboard**.
- 📈 Use the **capture widget** to generate warm leads.
- 🔄 Choose between reselling (white-label plans) or referring (affiliate).

👉 **[Watch the full session](https://us02web.zoom.us/rec/play/3tN3yT_odIk13WvY_OQhWdaDlTJUnb-FkGDUBKpPhQoJg63mhGyJl11iioU2Gb59k9hnuFSNkPhAtA1i.IGMs38ZpYKZuUJ2P?eagerLoadZvaPages=sidemenu.billing.plan_management&accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fus02web.zoom.us%2Frec%2Fshare%2F5iQeG8Pu_i-ySBhrLUL8xg-K_skIjtKwiFHn_hN3JRak58X4Dp2pCUEGnBiWI_sK.OKM4keE9-VnnwRLd)** to see step-by-step setup and Q&A about credits, pricing, and embedding the capture widget.