White Label Reporting Made Simple

Mike Roberts
January 21, 2025
8 min read
Table of Contents

Simplify Agency Deliverables with RivalFlow


White labeling isn’t new to us at RivalFlow. In fact, for SpyFu alone, we’ve rebuilt white labeling features five or six times over the years. At first, it seemed straightforward: export reports to PDFs, allow logo uploads, and include some customizable sections. But agencies told us they needed more—and that’s when things got interesting.

Feedback Sparks Innovation

During an early conversation with one of our agency customers, we learned about their need for a more collaborative process. They didn’t just want to send reports; they needed to share editable drafts with their clients for review and approval—without exposing our branding.

That feedback sparked the idea for Google Docs integration. Instead of generating PDFs that were hard to edit or comment on, why not let users copy content directly into a Google Doc? This way, it could be shared, commented on, and customized seamlessly.

The result? Agencies can create branded, professional documents in minutes—no more wrestling with PDFs.

This also keeps the white label process intentionally light. We opted to skip over a built-in system of uploading images into RivalFlow and managing your branding that way. This keeps the output more streamlined so you can work with platforms like Google docs without disrupting your team's habits and processes.

Solving Real Pain Points for Agencies

Agencies need tools that simplify their workflow and deliver results.

Our white-label feature, combined with the Google Docs integration, does exactly that. It allows agencies to:

  • Provide branded, actionable reports to clients.
  • Identify and address content gaps effectively.
  • Offer clear recommendations backed by data.

A Game-Changer for Business Development

What surprised us was how agencies began using this feature for business development. Instead of just client reporting, they leveraged the white label tool to generate leads. Agencies would prepare competitive content analyses and share them with prospects, showcasing their expertise and solutions in a professional, branded document.

It's a reporting tool, and it’s a growth tool.

How It Works

Here’s the magic of the feature:

  1. Generate your analysis in RivalFlow.
  2. Use the Copy button to grab the entire project--questions and answers--to add your clipboard.
  3. Paste it into a Google Doc or Word Doc.
  4. Customize the branding, add your agency logo, and make edits.

It’s simple but powerful, and the response from customers has been overwhelmingly positive. Time and again, we hear, “This is exactly what I needed.”

Key Takeaways

  • Streamlined Workflow: Transition from cumbersome PDFs to collaborative Google Docs.
  • White Label Simplicity: Customize documents with your agency’s branding effortlessly.
  • Unexpected Use Case: Use the feature for lead generation and business development.

RivalFlow Keeps Agencies Agile and Responsive

Tools like this empower them to deliver value faster while strengthening client relationships and maintaining brand standards. Whether it’s securing a new client or impressing an existing one, RivalFlow’s white label integration is built for real-world needs.