Guide 14 of 148 minBeginner

Run it as a service

White-Label Local SEO Reports: Client-Ready Deliverables

Client-facing reporting needs to look like your agency's own product, not RankLocal's. This guide covers branding, report building and scheduled delivery.

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RankLocal · Run it as a service

Stage 1

Setting up white-label branding

Stage 2

Building a report

Stage 3

Scheduling delivery

White-Label Local SEO Reports: Client-Ready Deliverables: Setting up white-label branding to Building a report to Scheduling delivery.

Setting up white-label branding

Under Settings → Branding, upload a logo, set a colour scheme and choose a sender name and domain for report emails, which then applies across every location's client-facing reports and, where enabled, the client login portal itself.

Building a report

Reports → New Report lets you pick which sections to include — health score trend, citation status, review summary, grid map snapshot — so a report can be tailored to what a specific client actually cares about rather than sending everything every time.

  • Health score trend
  • Citation and NAP consistency summary
  • Review summary with recent responses highlighted
  • Grid map snapshot for tracked keywords

Scheduling delivery

A report template can be scheduled to send monthly on a set date, automatically pulling the latest data at send time rather than needing someone to regenerate and send it manually each month.

Client portal access

Beyond emailed reports, enabling the client portal for a location gives that client a live, branded dashboard they can check anytime, reducing the volume of status-check messages an account manager fields directly.

Why this matters

Consistent, branded reporting elevates your agency from a vendor to a trusted partner. When clients receive bespoke, professional-looking reports that align with your agency's visual identity, it reinforces your credibility and expertise. Conversely, delivering generic, unbranded reports or, worse, reports visibly branded by a third-party tool like RankLocal, can undermine your perceived value. This diminishes the client's confidence in your bespoke service, making your output appear less sophisticated and more like an off-the-shelf solution, even if the underlying SEO work is exemplary. The report itself is a tangible manifestation of your ongoing service.

Consider a scenario where a local business client, paying a premium for your agency's tailored local SEO services, receives a report clearly stamped with 'Powered by RankLocal'. This instantly begs the question: why are they paying you when they could potentially access this tool themselves? It dilutes your unique offering and opens the door for competitors to highlight their own 'proprietary' reporting. Effective white-label integration ensures your agency remains the central, authoritative source of information, strengthening retention and facilitating upsells by consistently presenting a polished, unified service experience across all client touchpoints.

Avoiding Brand Dilution in Automated Deliveries

A common pitfall in setting up automated report delivery is overlooking subtle brand diluters that persist despite initial white-label configurations. These often manifest as unbranded email footers, default sender names, or untweaked subject lines that reference the tool rather than your agency. While the report PDF itself might be pristine, the delivery mechanism can inadvertently betray the underlying system. This undermines the objective of seamless brand integration, as the first interaction with the report delivery can compromise the client's perception before they even open the attachment.

To counter this, a meticulous review of every automated delivery component is essential. This extends beyond the report's visual branding to include the email template's HTML, the 'From' name and address, and any pre- or post-text in the email body. Ensure all links, including unsubscribe options or privacy policies, point to your agency's assets or generic, unbranded pages. Ignoring these seemingly minor details can lead to a fragmented brand experience, eroding the carefully cultivated professional image you aim to project to your clients.

  • Verify sender name and email address reflect your agency.
  • Customise email subject lines to be client-specific and agency-branded.
  • Audit email footers for RankLocal-specific links or branding.
  • Test email deliveries thoroughly across various email clients.

Do it now

Access your RankLocal account and navigate to the 'Reports' section. Before diving into full report customisation, locate the white-label branding settings for email delivery. Configure your agency's 'From' name and email address that will appear on all automated report emails. This immediate action ensures that even the most basic scheduled deliveries begin reinforcing your brand, setting a professional precedent for all subsequent client communications via the platform.

  • Log into RankLocal.
  • Go to 'Reports' then 'Settings'.
  • Locate 'Email Delivery Preferences'.
  • Update 'Sender Name' and 'Sender Email Address' to your agency's details.

Key takeaways

  • Set branding once under Settings so it applies across every client report
  • Tailor each report template to what the specific client cares about
  • Schedule recurring reports rather than sending them manually each month
  • Consider enabling the client portal to cut down on manual status updates

Do it now

Build repeatable local SEO routines and deliver branded agency reporting. Audit the local footprint.