White-label for agencies: from client brief to unbranded report

The client brief sets the delivery boundary

A client brief gives both teams the inputs needed to define the work. White-label delivery fits agencies that own strategy and client communication but need specialist execution for a defined request.

Send these 5 items to start a scope review:

1. Project link, chain and current stage.
2. Client objective and requested channels.
3. Deliverables the client expects.
4. Approved assets and the person handling approvals.
5. Target schedule and known channel constraints.

We review the request with your agency, then confirm the deliverables, dependencies and review points. The scope may cover trending campaigns, community engagement, PR and media, or listing and verification. We assess each request on its stated work rather than assuming every service follows one package.

Your team retains control of positioning and client communication. Before presenting the work, align the client’s expected outcome with the deliverables we have confirmed. This gives your account lead a clear basis for explaining what the client will receive.

Which records make a white-label handoff usable?

The handoff record connects the approved scope to the client update. We coordinate with your agency and provide reports without our branding, so your team can use them in its own client communication.

Agree these 3 points before work begins:

6. The communication route between our teams.
7. The reporting format your client expects.
8. The approval contact who can consolidate feedback.

Your report can document the completed work and the agreed status details. Tell us whether your team needs a concise update, a fuller delivery record, or material it will adapt before sending. We confirm the format with your agency instead of assuming that one report style suits every account.

Keep the client brief, scope confirmation, approvals and final report together. These records help your account lead answer delivery questions and identify follow-up work. For a view of the coordination model, review how we work. You can also discuss how this arrangement fits the partner program.

Wholesale terms should match the confirmed work

A written scope gives your agency a basis for discussing wholesale pricing and its own client proposal. The commercial terms are reviewed against the services and deliverables requested, not an assumed standard package.

Before you quote your client, align these details with us:

• Included work: channels, deliverables and exclusions.
• Client inputs: assets, information and approvals your team must collect.
• Responsibilities: who briefs the client and who consolidates feedback.
• Reporting: the evidence and status details your agency will receive.
• Commercial terms: wholesale pricing for the confirmed scope.

Your agency sets its client-facing offer and pricing. Keep that offer tied to work we have confirmed, especially when a client request could change after approval. For general service information, see pricing; send the specific request when you need terms for a white-label scope.

This division keeps the client relationship with your agency while giving our delivery team a clear work boundary. It also gives your account lead a practical checklist for proposal review before the client commits.

A platform outcome is not part of the handoff record

The delivery record can show the agreed work completed; it cannot control a third-party platform’s decisions. Platform review, placement availability, ranking or trending visibility, and rotation remain outside either agency’s control. We confirm the contracted work and report what was completed, without promising a specific platform result.

For your client proposal, separate the deliverable from the external outcome. Describe the service, the inputs required and the evidence your agency will receive. Retain the approved scope and report so your team can answer questions using the same record.

To review a live opportunity, send the project link, requested channels, deliverables, approval contact and target schedule through contact. We will assess the brief with your team, confirm a workable scope and return the schedule and reporting details. Your next step is to share one client brief for review.