🏷️ Agency White-Label Dashboard Training

🌟 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 to see step-by-step setup and Q&A about credits, pricing, and embedding the capture widget.