The White-Label Onboarding Playbook
What happens after you partner. Five steps from signed agreement to live clients, with zero guesswork.
Sign the Agreement
Choose the engagement model that fits how you operate. Revenue share, flat fee, markup, or a hybrid. Sign digitally and you're in.
- Choose your engagement model
- Review and sign the partner agreement
- Select your pricing structure
- Prepare your partner portal access
- Set up your dedicated Slack channel
- Configure billing based on your model
Complete Onboarding
Upload your brand assets so every deliverable we build looks like it came from your team. Takes about 15 minutes.
- Upload your logo and brand colors
- Select the services you want to offer
- Set your client-facing branding preferences
- Configure white-label templates with your brand
- Build your branded report templates
- Prepare your service catalog and pricing tools
Submit Your First Client
One form, two minutes, we handle the rest. Fill in the client details and we start building immediately.
- Fill out the client submission form
- Provide brand assets (logo, colors, domain)
- Confirm services and budget
- Create the client sub-account within 1 hour
- Configure all selected services
- Begin the build process immediately
Client Goes Live
Website, automations, and campaigns launched under your brand. Your client sees your name on everything. We stay invisible.
- Review deliverables before launch
- Present results to your client (as your work)
- Approve the go-live
- Launch website, SEO, and automations
- Activate lead capture and reputation tools
- Run final QA under your brand identity
Ongoing Management
We maintain, optimize, and report. You manage the relationship and collect the recurring revenue. This is where the compounding begins.
- Manage the client relationship
- Share branded reports with your client
- Focus on selling more clients
- Ongoing SEO, content, and campaign optimization
- Monthly performance reports under your brand
- Proactive issue resolution and maintenance
What We Guarantee
These are not aspirational targets. These are commitments baked into every partnership.
Your Clients Never See Our Brand
Every website, report, email, and deliverable carries your logo and your colors. We are invisible to your clients. Period.
48-Hour Turnaround on Standard Builds
From the moment you submit a client, we move fast. Standard service configurations are live within 48 hours. Complex builds follow a clear timeline shared upfront.
Direct Slack Channel for Communication
No ticket queues. No waiting on hold. Your dedicated Slack channel connects you directly to the team working on your clients.
Monthly Performance Reports Under Your Brand
Every month, your clients get a professional performance report. Your logo, your colors, your name. Forward it directly or present it in your own meetings.
Ready to Start the Process?
Take the 2-minute partner quiz to see if we're a fit. If you qualify, onboarding starts the same week.
Start the Process