Agency Overview

Running Trakkr for one brand and running it for fifteen are different jobs. One brand fits on a dashboard. Fifteen brands fit nowhere; they spill across tabs, browser windows, and Slack channels, and within a week somebody has lost track of which client is on fire.

Agency mode is the set of features that exists to make the second job feel like the first. It turns the portfolio into a single object you can compare and triage, gives you a way to talk to prospects before they sign, lets you put your branding in front of Trakkr's so clients see your product instead of ours, and gives you a team model that scales past the operator who set everything up.

If you're using Trakkr in-house for one brand, none of this is for you. If you're running it for clients, most of it is.

When to turn it on

A few signals usually tell you:

• You're tracking three or more separate organizations, not three product lines of the same one.
• You log in to answer client questions, not your own.
• You'd like a prospect to see a Trakkr-quality audit before they ever pay.
• You want clients to see their own data without seeing each other's.

Two or more, turn it on. None, leave it off and skip the menu items you'll never click.

How to enable it

Two switches. The agency features are gated behind the Scale plan (Growth and Free don't see them at all). With that in place, the team owner flips Agency Mode on at Settings → Team, which lights up the Agency menu in the sidebar for everyone on the team.

Both are needed. The plan unlocks the capability; the toggle commits the team. Flipping it back off later doesn't touch your data — pitches, brands, and reports stay where they are; the menu just disappears.

What you get

Five surfaces appear in the sidebar under an Agency group.

Pitches generates a polished AI visibility audit for a brand you don't yet track — a one-minute conversion from prospect name to shareable, editable, branded report. You use it to start sales conversations.

Brand Comparison is the portfolio command center: every client brand as a row, sorted by status, with one-click drilldown into any single brand. Most agency operators land here first every morning.

Portfolio Actions is the single-brand Actions queue flattened across the whole portfolio, grouped by what matters: time horizon, brand, category, or action type.

PDF Exports is the archive of every branded report the Agent has generated. Search, download, regenerate.

Team Management handles invitations, roles, brand-scoped access, and the line between an agency teammate and a client portal user.

All five sit alongside the regular per-brand views — switching active brands in the sidebar gives you the single-brand pages unchanged. The Agency surfaces don't replace them, they sit on top.

The white-label upgrade

The same brand a teammate sees inside Trakkr can also be seen by the client themselves, under your branding, on your domain. That's the White-Label Portal: real client logins, scoped to a brand or group, dressed in your colors. Plenty of agencies use Trakkr without it — they manage clients themselves and never invite them in. White-label is what you turn on when you want the client to log in to "your product."

When it's on, Trakkr branding (logo, upgrade banners, pricing CTAs, "Powered by Trakkr") is hidden from client portal users automatically.

Two kinds of person

The single most confusing thing in agency mode is the difference between an agency teammate and a client portal user.

A teammate is someone on your team who works on client accounts. They log in at app.trakkr.ai, see every brand they have access to, edit and act. They consume a team seat.

A client portal user is a client you've given a window into their own data. They log in at your portal domain, see only the brand or group you invited them to, can't edit. They don't consume a team seat.

The choice happens at invite time and is hard to reverse cleanly — sending a client a teammate invite costs you a seat and might give them access you didn't intend; sending a teammate a client invite costs them the tools they need. Team Management covers the mechanics.

Common questions

Do my single-brand workflows change?

No. Every per-brand page works the same way. The agency surfaces appear in the sidebar alongside, not on top.

Can I turn agency mode off again?

Yes, the owner flips the toggle back. Your data is preserved — brands, pitches, and reports all stay. The menu just disappears until you turn it on again.

What's a brand group?

An optional way to organize brands by client or campaign. Groups carry a name and color, show up as section headers on the comparison table, and gate access for client portal users (a client invited to a group sees every brand in it). With ten brands you probably don't need them; with forty you do.

Do I have to create a real tracked brand to pitch a prospect?

No, that's exactly what Pitches avoids. You generate a real audit on a brand name without tracking it, share a public link, and convert it into a tracked brand only if and when the prospect signs.

How does billing work?

Brand and seat limits scale with the plan. Team seats are billed per seat. Client portal users don't count against seats — they're governed separately by the white-label entitlement. Approaching limits is a billing conversation, not a hidden setting.