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Agency Suite
Agency Suite
Manage Leads Efficiently Using Agency Suite Features
Manage Leads Efficiently Using Agency Suite Features in Outranker.ai — and streamline your entire lead pipeline from one centralized dashboard. This tutorial shows agency owners and teams how to view, contact, update, organize, and export leads without switching between multiple tools, keeping your sales process fast and organized. You'll start by opening Agency Suite from the Outranker dashboard, then clicking Leads to access your complete lead management area. At the top, you'll see a real-time pipeline overview with key metrics — total leads, new leads, contacted, qualified, converted, and archived — giving you instant clarity on where every opportunity stands in your funnel. The main Leads table displays critical details for each lead: company information, email addresses, websites, AI scores, and current status. As your list grows, easy pagination lets you navigate through pages while maintaining full visibility. From the management panel, you can enable notifications to stay alerted on new leads or status changes, ensuring you never miss a follow-up opportunity. To engage leads directly, select one or multiple contacts and click Send Email — choosing from pre-built templates or crafting custom messages for personalized outreach, all without leaving Outranker.ai. After contacting a lead, simply mark as Contacted to update their status and keep your pipeline moving forward. For better organization, use Tag Management to create custom tags by niche, campaign, service type, or priority, making segmentation and targeted follow-ups effortless. When you need data for your team or CRM, click Export CSV to download your full leads list instantly. By the end of this video, you'll have mastered viewing leads, updating statuses, organizing with tags, sending emails, and exporting data — all within Agency Suite — positioning you to scale your agency's lead management with precision and efficiency.
By Fred
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Last updated 7 months ago
Add New Client Efficiently In Agency Suite Client Hub
Add New Clients Efficiently in Outranker.ai's Agency Suite Client Hub — and streamline onboarding from first contact to active project management. This tutorial walks you through the Client Hub interface, client filters, and the complete process of creating new client records with all essential details in just a few steps. You'll start by logging into Outranker.ai and navigating from the left menu to Agency Suite → Client Hub, your centralized space for managing all clients, projects, and ongoing work. At the top, you'll see a real-time overview with key metrics — total clients, active clients, prospects, paused clients, and monthly recurring revenue — plus filters that help you instantly assess agency health and prioritize focus areas. Clicking any existing client opens their full profile, showing workspaces, proposals, work items, portal access, and activity history — giving you complete visibility into everything related to that relationship. To add a new client, return to the main Client Hub and click Add Client to open the creation form. There, you'll enter the company name, primary contact details (name, email, phone), website URL for quick access, industry for customized reporting and services, and monthly retainer amount to track your recurring revenue accurately. After reviewing all fields for completeness, click Create Client to instantly add them to Agency Suite, ready for workspaces, proposals, task assignments, and portal access management. By the end of this video, you'll have mastered efficient client onboarding in the Client Hub — positioning your agency to scale relationships faster while maintaining organized, revenue-focused visibility across your entire client portfolio.
By Fred
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Last updated 7 months ago
Add Custom Domain Settings In Agency Suite Portal
Add Custom Domain Settings in Outranker.ai's Agency Suite Portal — and deliver a fully white-labeled, branded experience to your clients for sharing AI visibility scans. This tutorial walks you through configuring and verifying a custom domain in your portal settings, building trust and professionalism without Outranker branding. You'll start by logging into Outranker.ai and navigating from the left menu to Agency Suite → Client Hub → Portal Settings, then selecting General to access your portal name, code, and domain configuration. Here, you'll review or edit your Portal Name and Portal Code before moving to the Custom Domain section, where you select your domain to begin the setup process. Outranker provides exact DNS records needed for verification, so you'll switch to your domain provider (like Namecheap, GoDaddy, or Cloudflare) and open Advanced DNS settings to add or update those records precisely as shown. Once saved, return to the Agency Suite portal and click Verify Domain — noting that DNS propagation may take some time before Outranker confirms the connection. With verification complete, your custom domain will appear as active, and you'll confirm SSL status is enabled for secure, encrypted access. Finally, test by clicking the domain link to visit your branded portal and ensure the AI visibility scanner loads correctly under your own URL. By the end of this video, you'll have a professional, white-labeled portal ready for client sharing — complete with custom domain and full SSL security.
By Fred
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Last updated 7 months ago
Customize Branding Settings In Agency Suite Portal
Customize Branding Settings in Outranker.ai's Agency Suite Portal — and create a fully white-labeled client experience that looks and feels like your own agency. This tutorial shows you how to tailor the portal's visual identity with your brand colors, preview changes, and generate shareable links in just a few steps. You'll begin by logging into Outranker.ai and navigating from the left menu to Agency Suite → Client Hub → Portal Settings, then clicking Branding to open the customization panel. Here, you'll use the color picker to define your portal's look: select a primary color for the main theme, a secondary color to complement it, and a background color to match your agency's style — with these choices applied across the entire client portal interface. Before finalizing, click Preview to test different color combinations and see exactly how your branding will appear to clients, ensuring a professional and cohesive result. Once satisfied, Copy Portal URL gives you a ready-to-share link to your customized portal, and clicking Save Changes applies everything permanently. By the end of this video, you'll have transformed the Agency Suite portal into a branded extension of your agency — perfect for building trust and delivering a seamless white-labeled experience to clients.
By Fred
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Last updated 7 months ago
Enable Or Disable Features In Client Hub Portal Settings
Enable or Disable Features in Outranker.ai's Client Hub Portal Settings — and tailor your client portal to show only the tools and sections that match your agency's services. This quick tutorial demonstrates how to control portal visibility with simple toggles, keeping the experience clean, focused, and perfectly aligned for every client. You'll start by logging into Outranker.ai and navigating from the left menu to Agency Suite → Client Hub → Portal Settings, then selecting the Features tab — your central control panel for deciding which tools and sections clients can see and access. Each feature has an intuitive on-off toggle: turn it on to make it available, or off to hide it entirely, allowing precise customization based on the services you provide. After adjusting as needed, click Save Changes to apply your settings across the entire portal — instantly updating what every client sees upon their next login. By the end of this video, you'll have full control over the Client Hub portal experience, ensuring it stays professional and relevant without clutter or unnecessary options.
By Fred
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Last updated 7 months ago
Enable And Customize Lead Scanner In Client Hub Portal
Enable and Customize the Lead Scanner in Outranker.ai’s Client Hub Portal — and turn traffic into qualified, AI-scored leads automatically. This tutorial shows you how to switch on the Lead Scanner, fully brand the experience, customize the form and calls-to-action, and wire notifications directly into your agency workflow. You’ll start by logging into Outranker.ai and navigating to Agency Suite → Client Hub → Portal Settings → Lead Scanner, where you’ll enable the Lead Scanner with a simple toggle. Once activated, prospects can scan their website, receive an AI visibility score, and be created as leads inside your agency dashboard in one seamless flow. From there, you’ll customize the branding and layout: upload Light and Dark logos, adjust logo sizing or use a logo URL, and edit the Page Title and Subtitle to clearly communicate the benefits of the scan. You’ll then tailor the lead capture form — updating the form headline, subheadline, CTA button text and color, disclaimer text, and the success message users see after submitting their details. Next, you’ll configure conversion paths and compliance by setting a CTA Redirect URL (to send users to a booking page, offer, or funnel), editing the results-page CTA, enabling optional fields like company name and phone number, and adding your Privacy Policy, Terms & Conditions, footer disclaimer, and copyright. To support discoverability and professionalism, you’ll refine the Meta Title, Meta Description, Favicon URL, and Social Share Image, ensuring the Lead Scanner page looks on-brand in browsers and when shared on social platforms. Finally, you’ll configure lead notification emails — setting the subject line, intro message, CTA, and data fields — and optionally connect Slack for instant alerts. After sending a test email, you’ll Save Changes, resulting in a fully branded, conversion-ready Lead Scanner that feeds leads straight into your Agency Suite pipeline.
By Fred
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Last updated 7 months ago
Create New Portal Users On Client Hub Efficiently
Create New Portal Users in Outranker.ai's Client Hub Efficiently — and onboard clients or team members with secure, role-based access to reports, scans, and shared workspaces. This quick tutorial covers the entire process from user creation to sending invitations, ensuring precise control over permissions. You'll start by logging into Outranker.ai and navigating from the left menu to Agency Suite → Client Hub → Portal Users, then clicking Create Portal User to open the setup panel. First, select the client account to associate the user with, guaranteeing they only access the correct data and nothing more. Next, enter the user’s email address and full name — the email will receive the portal invitation — and optionally set a temporary password for secure initial login before they change it. Then, assign permissions tailored to their role, controlling access to proposals, reports, documents, and other areas to maintain security and compliance. Finally, click Create & Send Invite to generate the user account and dispatch the email invitation automatically. By the end of this video, you'll have a streamlined workflow for securely adding portal users in Client Hub — perfect for scaling client and team access without compromising control.
By Fred
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Last updated 7 months ago
Create New AI Visibility Proposal In Agency Suite
Create New AI Visibility Proposals in Outranker.ai's Agency Suite — and convert AI scan insights into professional, revenue-generating offers. This tutorial guides you through selecting proposal types, configuring client details, choosing services, setting terms, and sending polished proposals that close deals faster. You'll begin by logging into Outranker.ai and navigating to Agency Suite → AI Visibility Proposal → Proposals tab, then clicking Create Proposal. Choose your proposal type, such as the full AI Visibility transformation package, which includes strategy, technical setup, content optimization, and ongoing services tailored to client needs. Next, select an existing client from the dropdown to auto-fill details like business name, address, website URL, and contact email, then add a clear proposal title. Optionally, upload images or branding files like logos to make your proposal visually compelling. Proceed to the Services section to pick and bundle services with their scope descriptions and pricing, ensuring the offer matches exactly what the client requires. In the About Us section, confirm your agency type and positioning to build credibility. Move to Terms to configure payment terms like Net 30 with deposit for transparent billing. Finally, in the Review stage, verify everything, select Preview & Send, personalize the recipient's name, title, email, and message (with an option to CC your agency), then Send to deliver the proposal professionally. By the end of this video, you'll have a complete workflow for crafting and sending AI Visibility Proposals directly from Agency Suite — turning audits into structured, client-ready offers that drive revenue.
By Fred
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Last updated 7 months ago
Enable White Label Mode In Agency Suite
Enable White Label Mode in Outranker.ai's Agency Suite — and replace all platform branding with your agency's identity for a fully professional, client-facing experience. This tutorial shows you how to activate white-labeling, customize logos and contact details, configure report exports, and apply changes across reports, dashboards, and client pages. You'll start by logging into Outranker.ai and navigating from the left menu to Agency Suite → Branding (click Branding again to open full settings). At the top of the Agency Branding section, toggle on White Label Mode to unlock complete customization under your agency's name. Enter your Agency Name and upload your Agency Logo, which will display across reports, dashboards, and client interfaces. Add your website URL, phone number, email address, and optionally a QR Code URL for quick resource access — details that appear consistently on branded outputs. You can then customize Footer Promotion Text for calls-to-action or offers, update the Footer Logo, and choose export preferences: enable PDF Export for polished branded reports and CSV Export for data analysis, with options to tailor report displays to your white-label style. Finally, click Save Changes to activate everything instantly. By the end of this video, your Agency Suite will deliver a seamless, white-labeled experience — making Outranker feel like an extension of your own agency.
By Fred
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Last updated 7 months ago
Create And Configure Company Profile In Agency Suite
Create and Configure Company Profile in Outranker.ai's Agency Suite — and establish a professional foundation that powers your branding, proposals, reports, and client experiences. This tutorial walks you through entering core business details, defining services and voice, adding credibility metrics, and saving everything for consistent use across the platform. You'll start by logging into Outranker.ai and navigating from the left menu to Agency Suite → Branding → Company Profile. Begin with core information: add your Company Website URL, Headquarters Location, a memorable Tagline, a detailed Company Description outlining who you are and what you offer, and your Founded Year to showcase experience. Next, in Services & Expertise, select your Primary Services, Industries Served, and Target Client Size (like Small & Medium Business) to clearly position your agency. Configure Brand Voice (e.g., Friendly), list your Brand Values, and articulate your Unique Selling Proposition to differentiate your services. Then, fill the Quick Stats section with Years in Business, Clients Served, and Team Size to build instant credibility. Complete the Contact & Social details: Contact Email, Phone Number, and links to LinkedIn and Twitter/X for easy client connections. Finally, click Save Company Profile after reviewing for accuracy. By the end of this video, your comprehensive Company Profile will automatically enhance proposals, reports, and client-facing elements — keeping your agency's identity professional and consistent everywhere it appears.
By Fred
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Last updated 7 months ago
Configure Personalized SMTP Settings In Agency Suite
Configure Personalized SMTP Settings in Outranker.ai's Agency Suite — and send all proposals, notifications, and client emails from your own domain for better deliverability, stronger branding, and a professional edge. This tutorial covers adding SMTP configurations, generating API keys (e.g., from SendGrid), verifying sender details, and customizing branded footers. You'll start by logging into Outranker.ai and navigating from the left menu to Agency Suite → Branding → Email tab, then clicking Add SMTP to create a new setup. Name your configuration (e.g., SendGrid or Gmail), enter the SMTP host (like smtp.sendgrid.net), username, and password — or for SendGrid, generate a Full Access API Key from their Settings → API Keys section and paste it as the username. Specify your From Email and From Name (ensuring the sender email is verified in SendGrid under Sender Authentication), set it as the default SMTP with optional fallback to the platform's service, and click Create to save. Then, scroll to email footer settings: add your Company Name, business address, phone, website URL, enable social icons (Facebook, Twitter/X, LinkedIn, Instagram, YouTube), and include custom footer text for personalization or compliance. Finally, click Save Footer Settings to activate everything. By the end of this video, your Agency Suite emails will originate from your domain with fully branded footers — enhancing trust, open rates, and client perception.
By Fred
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Last updated 7 months ago
