Agency workflow guide

FlowMaticX is built for digital agencies that need to prospect, pitch, and retain local business clients at scale. This guide walks through the complete agency workflow from finding prospects to signing retainers.

1. Find prospects — Google Maps scrape by niche + city
2. Run the SEO audit — automated 200+ check audit on each domain
3. Send the branded PDF — white-label report under your agency logo
4. Follow up on WhatsApp — Day 1 intro, Day 3 quick win, Day 7 close
5. Close the retainer — auto-advance in CRM, GHL task created

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Before prospecting, configure your agency brand:

1. Go to /account/settings → White-label
2. Upload your agency logo (SVG or PNG, 200×50px recommended)
3. Set your brand color (hex code) — appears in PDF reports, emails, and the dashboard header
4. Enter your agency name — appears in all client-facing emails and reports

To serve the platform at app.youragency.com:

1. In DNS, add a CNAME record: app.youragency.com → cname.flowmaticx.com
2. Enter app.youragency.com in White-label → Custom domain
3. Wait up to 24 hours for SSL provisioning

Once live, clients accessing app.youragency.com see your logo and brand — no FlowMaticX branding visible.

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1. Go to /search → select Google Maps
2. Enter a niche keyword: "web design agencies", "restaurants", "dentists", "solicitors", "estate agents", "contractors"
3. Enter a city: "Manchester", "Karachi", "Dubai", "Lagos", "Toronto"
4. Select your target language (19 available)
5. Click Start search

The scraper returns 50–200 businesses with:

• Business name, address, phone
• Website domain
• Email (verified before delivery)
• Google star rating + review count
• Opening hours

Pro tip: Run multiple searches — same niche, different cities. Merge results into one campaign.

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After the search job completes:

1. Open any lead → click Run SEO audit
2. Or from the job page: Bulk audit all leads (runs in the background)

The audit checks 200+ points including:

• Core Web Vitals (LCP, FID, CLS) from real Google data
• Missing meta titles/descriptions
• Broken internal and external links
• Image alt text coverage
• Mobile usability
• HTTPS, redirect chains
• H1/H2 structure
• Backlink count and domain rating

Results are available within 60–90 seconds per domain.

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1. Open any completed audit → click Download PDF
2. The PDF is generated with your agency logo, brand color, and domain
3. Share options:

• Email directly from FlowMaticX with one click
• Copy shareable link (no login required for the prospect)
• Download and attach to your own email

The PDF includes:

• Overall score (0–100)
• Top 5 critical issues with fix explanations
• Core Web Vitals breakdown
• Competitor comparison (optional)
• Recommended next steps (your agency's contact)

Cold email opener using the audit:

> "Hi [Name], I ran a quick SEO audit on [domain] and found [X] broken links, [Y] pages missing meta descriptions, and your Core Web Vitals are failing on mobile (LCP: [Z]s). I've fixed these issues for 3 similar [niche] businesses in [city]. Would a 15-minute call make sense?"

Reply rates of 12–18% are typical vs. 2% for generic cold email.

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After sending the PDF, enroll the lead in a WhatsApp sequence:

Day 1: "Hi {{firstName}}, sent you an SEO audit for {{companyName}} — did you get a chance to look? Happy to walk through the quick wins on a call."

Day 3: "Just a quick follow-up — one thing I noticed on {{companyName}}'s site: your mobile speed score is {{score}}. I can show you the fix in 10 minutes. Free this week?"

Day 7: "Last message on this — if now isn't a good time I completely understand. But if {{companyName}} ever wants to improve its Google rankings, feel free to reach out."

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1. Go to /account/team → Invite member
2. Enter their email and assign a role:

• Owner — full access including billing and API keys
• Admin — full access except billing
• Member — can run searches, view leads, send outreach
• Viewer — read-only, can download PDFs

All team members share the workspace credit pool — no per-seat billing.

If you manage client accounts directly:

1. Go to /account/workspaces → New workspace
2. Each sub-workspace has its own lead database, sequences, and settings
3. The parent workspace owner can switch between sub-workspaces from the top navbar

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• Starter ($29/mo) — solo freelancer, 1 client at a time
• Growth ($79/mo) — small agency, up to 5 active campaigns
• Agency ($199/mo) — unlimited team members, white-label, custom domain, API access, sub-workspaces

Reselling: You can resell FlowMaticX under your own brand. Charge clients $199–$499/mo for "SEO + lead gen management" while your cost is $199/mo.