White Label Reporting: Your Agency's Name on Client Pages

Your client hired you. They call you, they pay you, and they shouldn't have to learn the name of your software to say yes to a post. That's most of what an agency wants from white label reporting: when the work reaches the client, it reads as yours.

In GoMimic, you type your agency's name once and it follows the work out the door. Further down, we also say where our own name can still show.

Where Your Name Shows, by Plan

Your agency's name goes on everything built for a client to read, on both plans. The Agency plan adds your logo beside it.

The browser tab reads your agency's name too. A review link pasted into Slack or WhatsApp shows a plain Content Review preview.

Setting Your Name and Logo

It's a short job, and it belongs to the Owner. Everyone else on your team sees the result.

1. Open your agency's Settings. Branding is in there, for the Owner.
2. Type the name as your clients know you, up to 100 characters. If they call you Northfield, leave off the "Creative Group LLC."
3. On Agency, add a logo: a PNG, JPG, or SVG of up to 2MB.
4. Look at it the way a client would. Create a progress page link for one client and open it. It's read-only, so looking changes nothing.

Do this first. With no name typed, the review and progress pages name no agency at all, and we won't guess one for them. Emails do need a sender's name, so until you type yours they use one taken from your sign-up email's domain, which may not be what your clients call you.

The Report Goes Out in Your Name

The report is the part of white label reporting a client keeps, and often passes to someone who's never met you. The Client Report PDF is one file of what you made for that client, in your agency's name, and nothing in it names GoMimic. It's on both plans.

Once something's approved, the Owner or an Editor presses Download Client Report on that client's Results tab, then picks the dates: all time, last week, one day, or a range. A search page appears only where Search Console is connected, and that comes with Agency.

The report says what was made and approved. It doesn't say why the work matters to their year, and a page of it won't save a renewal on its own. In our view, it's worth a short note from whoever runs the account, sent with the file. The Weekly Summary Email page has an example of that note.

Who the Email Says It's From

On every plan, client email carries your agency's name, and replies go to you. It comes from a shared address, with a line saying it was sent on behalf of your agency. It never carries a "sent through" line naming us.

On the Agency plan, your own domain changes the address to something like reviews@northfield.co, and the on-behalf-of line goes. The Owner picks the address in Settings under Client Emails, copies the DNS records to wherever your domain is managed, and waits for it to read Verified. Then send a Test Email to see it land.

If a record ever goes missing, client emails go back to the shared address until it's fixed, you're told, and no email is lost. The same happens if you leave Agency: the emails keep your name on the shared address.

Your Client's Side and Yours

The line runs between what your client reads and what your team reads. Everything on your side comes from GoMimic and goes only to your people, and that's the side a client should never have to see.

A page in your name is only half of it. The posts on it still have to sound like your client, and that's the job of the voice you keep for each client. For how the pieces connect from creating to delivering, see what a content distribution system does for an agency.

Where Our Name Can Still Show

We'd rather you heard this from us than from a client.

• The web address. Review links and progress page links are on gomimic.ai, and your client can read that in the address bar.
• The shared sending address. Until you add your own domain on Agency, it's on gomimic.ai too.

So your clients deal with you, and that's what they see. It doesn't mean nobody can ever find out what you use, so don't promise that. If a client's contract asks which tools your agency uses, answer it plainly. In our view, a client who asks is usually fine with the answer, and white label was never meant to be a secret you keep from them.

What Your Team Still Reads For

• The name you typed is the name they get. Read it once as a client would, spelling and all, because it goes on every page.
• Comments marked For the client. They appear on the review page in your agency's name, so write them the way you'd write an email. Internal notes never show.
• What's on the progress page. It's read-only, and it names nobody at your agency. A client who wants a person should have your email from you.
• Your logo at a small size. It sits at the head of pages, files, and emails, so choose the version that still reads there.

Fixing What Looks Wrong

Questions People Ask