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Agency Hub & Workflows Intermediate · 8 min read · Updated October 2026

Scaling Client Retainers with Automated White-Label Portals

Host custom-branded client portals on your own domain (e.g. reports.youragency.com), with custom logos, bespoke color palettes, and restricted client logins.

Summarize runbook:
ChatGPT Perplexity Claude
Platform Navigation Coordinates

Where to find this in your workspace:

Left Sidebar → Agency Hub / Settings → White-Label & Branding
Log in to Execute

Key Takeaways & Architectural Rules

  • Brand the entire platform with your agency's logo, favicon, and brand color palette.
  • Map your custom agency subdomain via DNS CNAME record (e.g. portal.clientreports.com) with automatic SSL.
  • Provide clients with dedicated login credentials restricted to read-only reporting views.
  • Eliminate all third-party branding to reinforce your agency's premium software positioning.

EXECUTION PLAYBOOK

How to Do & From Where to Do (3 Steps)

01

Access White-Label Branding Settings

Screen: Left Sidebar → 'Agency Hub' → Click 'White-Label Settings'.

Upload your primary agency logo (SVG or high-res PNG) and 32x32 favicon. Set your primary and secondary brand colors using hex codes or the color picker.

Pro-Tip Check the live preview canvas to ensure high contrast for text readability.
02

Configure Custom CNAME Domain

Screen: Custom Domain Card → Enter Subdomain (e.g. portal.myagency.com).

Enter your desired subdomain. Follow the instructions to create a CNAME record at your DNS provider pointing to `custom.seorunway.com`. Click 'Verify DNS & Provision SSL'.

Pro-Tip SSL certificates are issued automatically within 10 minutes of DNS propagation.
03

Invite Clients with Role-Based Access

Screen: Project Members Tab → Click 'Invite Client'.

Enter your client's email address and assign the 'Client Viewer' role. This grants them read-only access to their specific project's dashboard while hiding internal cost data, contractor notes, and other agency projects.

Pro-Tip Clients receive a white-labeled invitation email displaying your agency logo.

INTERACTIVE TOOL WORKSPACE

Actual Screen & Telemetry Inspection

Examine the exact SEO Runway screen below with live parameters and dummy data to see how findings appear and where to execute actions.

https://app.seorunway.com/projects/horizon/agency/
AGENCY PORTALS: 14 ACTIVE CLIENTS
SEO RUNWAY /
Horizon Digital Agency (Master Workspace) (horizondigital.agency)
Active Client Portals
14 Portals Custom Domains
Automated Reports
36 / month Delivered 1st of Month
Client Sign-off Rate
100% Zero Delays
Agency Retention
98.2% Industry Benchmark: 84%

Enterprise Client Portals & Scheduled Reporting Cadence

Showing 4 of 24,810 records
Client OrganizationCustom Portal DomainReporting FrequencyPortal HealthAction
Acme Global Retail ($12,000/mo)portal.acmeretail.comWeekly Executive BriefActive (99.8%)
Vertex Cloud SaaS ($8,500/mo)seo.vertex.ioMonthly In-Depth PDFActive (100%)
Pinnacle Law Group ($4,500/mo)reporting.pinnacle.comBi-Weekly SERP SummaryActive (100%)
Horizon Ventures ($15,000/mo)analytics.horizon.comReal-Time Embedded DashboardActive (100%)
How to Read & Execute on This Screen in SEO Runway
① Full White-Label Domain Masking

Host the portal on your client's own CNAME subdomain with custom logo, favicon, and brand colors.

② Automated PDF Report Dispatch

Generates executive PDF summaries at 08:00 UTC on the 1st of every month without manual designer hours.

③ Client Approval Kanban

Allows clients to review proposed SEO changes, metadata updates, and content briefs with 1-click approvals.

Field Insights & Advanced Tactics

White-label client portals drastically increase client retention: clients perceive that your agency possesses proprietary enterprise software technology.
Embed monthly Loom video walkthroughs into the client portal overview tab to provide human consulting touchpoints alongside raw data.

Frequently Asked Questions

Will my clients ever see the SEO Runway brand name?

No. When white-label mode is active, all emails, login portals, URLs, and PDF exports feature exclusively your agency's branding, logo, and domain.

Need tailored assistance?

Our customer engineering team can review your project setup, calibrate your rank trackers, or audit your GEO readiness. Reach out anytime.

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