The four sections and sixteen items Raffi expects when standing up your firm’s white-label portal. Self-audit your readiness, save progress in your browser, email results to start setup.
White-label readiness isn’t one thing — it’s sixteen small decisions across domain, visual identity, email infrastructure, and brand-isolation controls. Most agencies arrive at setup conversations missing a third of these. The walk-through then spends 30 minutes confirming items the agency could have checked in advance.
This tool is the cheat sheet. Sixteen items in four sections, real-time progress bar, browser auto-save. Hit “Email my results” when done; we wrap remaining items during the 15-minute walk-through. Pre-walk-through prep typically cuts setup time from ~6 hours to ~90 minutes.
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Where your clients reach the portal. The first thing they see.
The logo, palette, and marks your clients will see throughout the portal experience.
Every email that leaves the portal — interview invites, candidate confirmations, client notifications — should look like it came from your firm.
The fine controls that keep Raffi invisible to your clients (or visible, if you choose).
Ready to set up?
We’ll review what you have, confirm the remaining items, and stand up your white-label portal in the same week. Pre-walk-through prep makes the meeting 3× faster.
Domain (4 items).The first surface your clients reach. A custom domain or subdomain makes the portal feel like your firm, not a third-party tool. DNS access lets us point the subdomain at Raffi’s infrastructure via CNAME. SSL provisions automatically through Approximated.app once DNS resolves. A fallback URL catches unmatched routes — usually your main marketing site.
Visual identity (6 items).Logo (light + dark), primary + accent hex colors, favicon, and OG image. These render across the portal header, login screens, email invites, candidate-facing pages, and social shares. SVG logos preferred — they scale across every display density without artifacts.
Email & sender identity (4 items).Every email leaving the portal — interview invites, candidate confirmations, client notifications — should look like it came from your firm. FROM address + reply-to + display name + footer HTML. We walk through DNS records (SPF + DKIM) during setup so deliverability stays clean.
Brand-isolation controls (4 items).The fine controls. The “Powered by Raffi” badge is hidden by default on Growth; some agencies leave it on as a differentiation signal. Social handles + tagline render in OG meta + email footers. Legal entity name ships on candidate invoices and offer paperwork — must match your registered firm.
Missing items don’t block setup — we generate sensible defaults during the walk-through (dark-mode logo from your primary, favicon from your 512×512 source, tagline if you have a marketing description). The more items you check before the walk-through, the closer to a 15-minute setup the conversation lands.