Setting up Veracly for a multi-site agency: the playbook

Digital agencies are the customer Veracly is shaped around. One subscription covers twenty client sites. Reports go out under the agency’s brand. Each client sees their own dashboard. The recurring revenue line grows with the agency’s portfolio, not with the agency’s workload — once a client site is set up, the weekly scan runs automatically and the agency’s job is review-and-forward, not run-the-audit.

This is the setup playbook. Estimated time end-to-end: 90 minutes for the first client site, 15 minutes per additional site once the agency template is in place.

Step 1 — Subscribe to the Agency tier

On signup, pick “Agency” from the tier selector. The Agency tier unlocks: sub-account creation, white-label branding (logo + accent color + custom footer HTML), bulk site management, the API, and the wholesale price book if you want to resell.

The first 14 days are a trial; you can add up to 5 sites during the trial without being charged.

Step 2 — Configure agency-wide white-label settings

Under Account → White Label, set:

• Brand name — replaces “Veracly” on cover pages and chrome. Most agencies pick their own name.
• Primary color — used for the cover band and accent rules.
• Accent color — used for headlines and the gold pill.
• Logo URL — replaces the brand name with a hosted logo image on the cover page. PNG or SVG, max 60mm wide on the cover.
• Custom footer HTML — rendered on the disclaimer page beneath the closing brand block. Useful for “Prepared by [Agency] · [Phone] · [Email].”
• Publisher block — replaces the default RR Sols Pty Ltd attribution with your agency’s legal entity, registration number, and address. This is what tells the report’s reader who issued it.

All settings cascade to every sub-account by default. You can override per-client if a particular client demands a different brand on their reports.

Step 3 — Create the first client sub-account

Under Account → Sub-Accounts → New, create:

• The client’s organization name (shown on their dashboard).
• Their primary contact email (gets the welcome flow).
• Optional: their own logo / brand colors if you white-label per-client.
• Optional: a custom domain for their dashboard (Agency tier add-on).

You can either send the welcome email immediately or hold it until you have run the first scan. Most agencies prefer to hold — the welcome lands more usefully when paired with the first report.

Step 4 — Add client sites to the sub-account

Under the new sub-account, Sites → Add. Each site takes:

• The domain.
• The expected jurisdictions (default: detect-from-traffic; you can also force specific jurisdictions on if the client has known cross-border concerns).
• The page budget (defaults to the tier limit, configurable down).
• The scan cadence (default: weekly).

The first scan starts within 5 minutes. The report lands by email when complete (typically 5–15 minutes depending on site size).

Step 5 — Configure alerts for the agency

The default alert routing sends every score-drop alert to both the client’s primary contact and the agency’s shared inbox. For most agencies, the preferred flow is: alerts to agency only, and the agency reviews and forwards to the client with context.

Configure this under Account → Sub-Accounts → [Client] → Alert Routing. Set the client contact to “no alerts” and the agency contact to “all alerts.” This is the difference between “an automated tool emailed me scary news” and “my agency proactively flagged an issue and is on it.”

Step 6 — Decide your billing model

Two patterns work:

• Bundled with your retainer. You charge a flat monthly retainer that includes compliance monitoring among other services. Veracly bills your agency directly; the client never sees Veracly’s line item. This is the cleanest model — clients see a single “Marketing services” charge.
• Line-item passthrough. You charge the client a per-site fee on your own invoice (€49/site is the agency-typical price). You keep the difference between that and the wholesale rate. Use this when you have clients used to line-item billing.

Whichever you pick, the math: at €25 wholesale per site and €49 typical resell, the margin is just under 50%. Twenty sites = ~€480 monthly recurring net to the agency, for under an hour per week of work once the setup is done.

Step 7 — The weekly review cadence

The recurring agency workflow:

1. Monday morning: review the previous week’s score deltas across all sub-accounts. Veracly’s Agency dashboard has a portfolio view that sorts by largest score drop.
2. Triage: any site with a critical finding gets an immediate email to the client; sites with score drops under 5 get a Friday roll-up.
3. Forward the new PDFs to each client with a short cover note. The sharing guide has cover-note templates.
4. Friday digest: for sites with no critical change, batch the week’s clean scans into a single “all green” email per client. Clients value being told nothing changed as much as being told something changed.

The total agency time on 25 sub-accounts settles at roughly 3–5 hours per week once the operating rhythm is in place.

The agency partner program

Agencies that bring more than 10 client sites to the Agency tier qualify for the partner program. Benefits include: 30% lifetime referral revenue share if you keep the client on your contract, a co-marketing slot on Veracly’s partner directory, early access to new rules packs and jurisdictions, and a dedicated partner-success contact. Apply under Account → Partner Program after your first 10 sites are active.

See also: Reading your first Veracly report · Sharing reports with developers, lawyers, regulators