1. Product Concept Definition

1. Ask the user what service or product they currently deliver that could be white-labeled for partners to rebrand and resell.
   • Example: "What do you provide that partners might want to offer under their own brand—software, content, services, training, or fulfillment?"
2. Ask the user who the ideal white label partners would be—agencies, consultants, complementary businesses, or resellers.
   • Example: "Who would benefit from reselling your offering—marketing agencies needing fulfillment, consultants wanting productized services, or businesses serving your target market?"
3. Ask the user what value white labeling provides to partners—fill service gaps, increase revenue, improve client retention, or competitive advantage.
   • Example: "Why would partners choose your white label—saves them building it, proven solution, better margins than outsourcing, or client demand they can't currently meet?"
4. Ask the user about their capacity to support white label partners—can you handle increased volume, provide partner support, and maintain quality?
   • Example: "Do you have capacity to deliver for multiple partners, support them effectively, and ensure consistent quality at scale?"

2. White Label Model Design

Service vs. Product Determination:

White Label Service:

• You fulfill work, partner sells under their brand
• Examples: SEO, content writing, design, dev, VA services
• Pricing: Wholesale rate (partner adds markup)
• Partner role: Sales, client relationship, project scoping
• Your role: Delivery, quality control, reporting

White Label Product:

• You provide software/platform/content, partner rebrands
• Examples: SaaS dashboard, course/training, templates
• Pricing: License fee or revenue share
• Partner role: Sales, support, customer success
• Your role: Product development, core infrastructure, updates

Hybrid Model:

• Combination of product + services
• Example: Platform access + done-for-you setup/support
• Flexible pricing based on what partner needs

3. Partner Program Structure

Pricing Model Options:

Wholesale Pricing:

• Partner pays you fixed rate, sells at their markup
• Example: You charge $2,000, they sell at $3,500, keep $1,500 margin
• Pro: Simple, predictable for you
• Con: Partner absorbs pricing risk

Revenue Share:

• Split revenue from each end-customer
• Example: 60/40 split, you get 60%, partner gets 40%
• Pro: Aligned incentives, partner more motivated
• Con: More complex tracking and payments

License Fee:

• Partner pays monthly/annual fee for rights
• Example: $500/month to access platform and rebrand
• Pro: Recurring revenue, predictable
• Con: Doesn't scale with partner success

Tiered Structure:

• Different partner levels with different economics
• Bronze: Lower volume, higher per-unit cost
• Silver: Medium volume, better rates
• Gold: High volume, best rates + dedicated support
• Incentivizes growth and loyalty

Partner Benefits by Tier:

• Tier 1: Basic access, standard turnaround, email support
• Tier 2: Priority delivery, co-marketing, partner portal
• Tier 3: Custom branding, dedicated account manager, strategic planning

4. Operations & Delivery Framework

Quality Standards:

• Define deliverable specifications and acceptance criteria
• SLAs for turnaround time and revision requests
• Quality assurance processes before delivery
• Escalation process for issues

Partner Onboarding:

• Training on your offering and how to sell it
• Brand customization (logos, colors, domain)
• Integration setup (if technical product)
• Sample deliverables and case studies to use in sales

Communication & Reporting:

• Partner portal for project submission and tracking
• Regular performance reports (for partners to show clients)
• White-labeled client dashboards (if applicable)
• Communication protocols (who talks to end-customers?)

Support Model:

• Partner support: How you help partners succeed (training, sales support, troubleshooting)
• End-customer support: Who handles end-customer questions (usually partner, but you provide backup)
• Technical support: For product issues or bugs
• Account management: Regular check-ins with partners

5. Partner Recruitment & Enablement

Ideal Partner Profile:

• Serves your target market
• Has established client relationships
• Needs your offering to fill gap
• Has sales and delivery capacity
• Values quality and partnership

Recruitment Strategy:

• Direct outreach: Target agencies/firms in your network
• Partner program page: SEO-optimized landing page
• Webinars: "How to add [service] to your offering"
• Industry events: Conferences, networking
• Referrals: Current partners recruiting others

Enablement Materials:

• Sales deck: How to position and sell
• Case studies: Proof of results (anonymized or permission-based)
• Pricing guide: Suggested retail pricing
• Marketing templates: Emails, website copy, proposals
• Training videos: Product walkthrough, best practices
• FAQ document: Common objections and answers

Partner Agreement:

• Terms of use and restrictions
• Pricing and payment terms
• Quality standards and SLAs
• Intellectual property and branding guidelines
• Termination clauses
• Non-compete or exclusivity (if applicable)

6. Financial Modeling & Projections

Calculate white label business potential:

Per-Partner Economics:

• Average monthly revenue per partner
• Your delivery cost per project/user
• Net margin per partner
• Time to partner ramp-up (first sale to steady state)

Growth Projections:

• Year 1: X partners, $Y revenue
• Year 2: Scale to Z partners, $W revenue
• Key assumptions: Partner acquisition rate, ramp time, churn rate

Break-Even Analysis:

• Investment needed: Platform development, sales/marketing, support infrastructure
• Revenue needed to cover costs
• Number of active partners to break-even
• Timeline to profitability

Capacity Planning:

• How many partners can you support with current team?
• At what volume do you need to hire?
• Infrastructure scaling needs (servers, tools, licenses)

7. Launch Roadmap

Phase 1: Build Foundation (Months 1-3)

• Finalize offering and pricing structure
• Create partner agreement and legal docs
• Build partner portal and materials
• Develop onboarding and training program

Phase 2: Pilot Program (Months 4-6)

• Recruit 2-3 pilot partners
• Test systems, refine processes
• Gather feedback and iterate
• Document learnings

Phase 3: Launch (Months 7-9)

• Open recruitment broadly
• Launch partner program page and marketing
• Onboard 5-10 partners
• Establish support rhythms

Phase 4: Scale (Month 10+)

• Optimize based on data
• Add partner tiers if needed
• Invest in automation and tooling
• Build partner community

Present complete white label program structure: Pricing model, partner tiers, operations framework, enablement materials, financial projections, and 12-month launch roadmap.