Running an Agency Workspace

This page is for agencies managing many client businesses at once — a unified dashboard across every client's locations, white-label branding, and scheduled PDF/PPTX reports delivered from your domain on your cadence.

Start Here

1. 1

   Sign up for an agency account

   Open /agency. If you don't have an agency yet, AgencySignupFlow walks you through picking Starter (100 locations, $500/mo) or Pro (1,000 locations, $4,000/mo), monthly or annual, your branding.companyName and primaryColor, and Stripe checkout.

2. 2

   Add your first client

   Open /agency/clients and click Invite a Client. Enter the client's email — if they already have a GMBMantra account they're attached immediately; otherwise they get a signed invite link valid for 7 days. They sign in with their own Google account so their GBP scope comes through.

3. 3

   Configure white-label branding

   Open /agency/settings to set your agency logo, primary brand color, custom footer text, and (Pro) custom domain. Once the DNS TXT/CNAME verifies, your clients see the dashboard at your domain with your branding — flip hidePoweredBy on to drop the GMBMantra footer entirely.

4. 4

   Create a scheduled report

   Open /insights → Report Builder → Scheduled → New. Pick a template, locations, packaging (one combined PDF or per-location), cadence, recipients, and format (PDF, PPTX, or both). Save & activate sets nextRunAt and the scheduler dispatches it.

5. 5

   Watch the agency dashboard

   /insights is your unified portfolio view across every client location — Month-over-Month tables, alert digests, top performers, needs-attention list, and CSV export. The MAL gauge on /agency tracks billable locations against your plan.

Explore

Agency Workspace

Clients, invites, per-client feature access, and white-label branding.

Report Builder

Scheduled PDF/PPT reports with per-client branding, custom recipients, and retry handling.

Insights & Alerts

Agency weekly summary emails, per-client alert digests, and cross-portfolio trend analysis.

Credits & Billing

Credits are per-user in this system — each client brings their own. Agency billing is plan-based.

Frequently Asked