Let's set up your
Agency account.

We'll use your answers to build fully personalised competitor intelligence digests for each of your clients. Takes less than 4 minutes.

📋 26 questions
⏱️ ~4 minutes
🔒 100% private
🏢

About Your Agency

Let's start with the basics. Tell us who you are and what kind of agency you run.

1
→Agency name
What is your agency name? Required
press Enter ↵
⚠ Please enter your agency name
2
→Website
What is your agency website? Required
press Enter ↵
⚠ Please enter your website URL
3
→Agency type
What type of agency are you? Required
Choose the option that best describes your agency.
A
🎯 Digital Marketing Agency
B
📈 Growth & Performance Agency
C
🛠️ SaaS Consulting Agency
D
💼 Business Strategy Consultancy
E
🤝 Sales Enablement Agency
F
🔍 SEO & Content Agency
G
🌀 Other
⚠ Please select an option
4
→Client count
How many SaaS clients do you currently manage? Required
A
1 – 3 clients
B
4 – 7 clients
C
8 – 15 clients
D
16 – 30 clients
E
30+ clients
⚠ Please select an option
5
→Location
Where is your agency based? Required
A
🇺🇸 North America
B
🇬🇧 United Kingdom
C
🇪🇺 Europe
D
🌏 Asia Pacific
E
🌍 Middle East & Africa
F
🌎 Latin America
G
🌐 We operate globally
⚠ Please select an option
6
→Contact name
Who is our primary point of contact? Required
Full name of the person managing the Rivelo relationship.
press Enter ↵
⚠ Please enter a contact name
7
→Email
What is their email address? Required
press Enter ↵
⚠ Please enter a valid email
8
→Role
What is their role at the agency? Required
A
👑 Founder / CEO
B
📊 Account Director
C
📣 Marketing Manager
D
🛠️ Strategy Lead
E
🤝 Client Success Manager
F
🌀 Other
⚠ Please select an option
👥

Your Clients

Tell us about the SaaS clients you'll be setting up on Rivelo.

9
→Setup count
How many clients do you want to set up on Rivelo right now? Required
A
1 client
B
2 – 3 clients
C
4 – 5 clients
D
6 – 10 clients
E
More than 10 clients
⚠ Please select an option
10
→Industries
What industries do your clients operate in? Required
Select all that apply.
A
💼 HR & People Management
B
📣 Marketing & Advertising
C
💰 Fintech & Payments
D
🏥 Health & Wellness
E
🛒 E-commerce & Retail
F
🎓 Education & E-learning
G
🏗️ Project Management
H
🔐 Cybersecurity
I
📊 Analytics & BI
J
🤖 AI & Automation
⚠ Please select at least one
11
→Client stage
What is the average stage of your SaaS clients? Required
A
🌱 Early stage (pre-revenue or under $100K ARR)
B
🚀 Growth stage ($100K – $1M ARR)
C
📈 Scale stage ($1M – $10M ARR)
D
🏢 Enterprise ($10M+ ARR)
E
🔀 Mixed — varies by client
⚠ Please select an option
12
→White label
Will you deliver digests under your own brand? Required
A
✅ Yes — fully white-labelled under our agency brand
B
🔀 Partially — some clients will know it's Rivelo
C
❌ No — we'll use Rivelo branding as is
⚠ Please select an option
13
→Brand name
What brand name should appear on digests? Optional
Leave blank if not white-labelling. e.g. "GrowthLab Intelligence Report"
press Enter ↵
📡

Monitoring Preferences

Tell us what signals matter most to your clients and how often to track them.

14
→Signals
Which competitor signals are most important? Required
Select all that apply across your clients.
A
💰 Pricing changes
B
🚀 Feature launches
C
👥 Hiring trends
D
💵 Funding news
E
📝 Content updates
F
📣 Social & ad campaigns
G
⭐ Review sentiment
H
🔍 SEO movements
I
🤝 Partnerships
J
📰 Press mentions
K
🛠️ Tech stack changes
L
🌍 Market expansion
⚠ Please select at least one
15
→Competitors per client
How many competitors per client do you want tracked? Required
A
1 – 3 competitors per client
B
4 – 7 competitors per client
C
8 – 10 competitors per client
D
10 – 15 competitors per client
E
🔀 Varies by client
⚠ Please select an option
16
→Frequency
How often do clients want the digest? Required
A
📅 Weekly — every Monday
B
📅 Bi-weekly — every other Monday
C
📅 Monthly — first Monday of the month
D
🔀 Different frequency per client
⚠ Please select an option
📬

Reporting & Delivery

How should we deliver the digests and what format works best for your clients?

17
→Delivery method
How should each digest be delivered? Required
Select all that apply.
A
📧 Email direct to client
B
📧 Email to agency first — we forward to client
C
💬 Slack channel
D
📄 PDF report download
E
🖥️ Dashboard access link
⚠ Please select at least one
18
→Detail level
What level of detail do clients prefer? Required
A
⚡ Quick summary — bullet points only, 1 page
B
📊 Standard — key insights with brief analysis, 2–3 pages
C
📋 Detailed — full breakdown with recommendations, 4–5 pages
D
🔀 Varies by client
⚠ Please select an option
19
→Insights framing
How should insights be framed for clients? Required
A
🔴 Threat-focused — warn what rivals could do to hurt them
B
🟢 Opportunity-focused — highlight gaps they can exploit
C
⚖️ Balanced — both threats and opportunities
D
🔀 Different framing per client
⚠ Please select an option
20
→Executive summary
Do you want a monthly executive summary for your agency? Required
A combined overview of all client intel in one internal report.
A
✅ Yes — send a combined monthly overview
B
❌ No — individual client digests are enough
C
🤔 Maybe later — let me try weekly digests first
⚠ Please select an option
🎯

Almost done!

Just a few final questions about your goals. This helps us make Rivelo work harder for your agency.

21
→Why Rivelo
Why are you offering competitor intelligence to your clients? Required
Select all that apply.
A
💰 Add a new revenue stream
B
🏆 Differentiate from other agencies
C
🤝 Increase client retention
D
📈 Help clients make better decisions
E
🎁 Bundle into a retainer package
F
🌀 Other reason
⚠ Please select at least one
22
→Biggest challenge
What's your biggest challenge delivering competitor intelligence today? Required
A
⏱️ It takes too much time to research manually
B
🛠️ We don't have the right tools
C
💡 We don't know what to look for
D
📄 We struggle to present it professionally
E
💰 It's too expensive to do properly
F
🆕 We haven't tried it before
⚠ Please select an option
23
→Special requests
Anything specific you want Rivelo to focus on? Optional
Special requirements, client needs, or requests. We read every response personally.
Shift+Enter for new line
24
→How did you find us
How did you hear about Rivelo? Optional
A
🔍 Google Search
B
💼 LinkedIn
C
🤝 Referral from someone
D
📧 Email outreach
E
🎙️ Podcast or webinar
F
🌀 Other
🎉

You're all set!

Welcome to Rivelo Agency. Your account will be ready within 48 hours. We'll email you to confirm your client setup and walk you through the white-label configuration.

Back to Rivelo →