
White-Label Growth Systems for Agencies & Consultants
Resell our complete marketing and sales systems under your brand. You keep the client relationship and the recurring revenue. We run the platform, the AI, and the back-office.
Section 01 · Why partners come to us
What partners typically need
Recurring revenue
You want a productized, recurring revenue stream without building a tech stack, hiring engineers, or staffing a fulfillment team. We become the engine; you keep the brand.
More than ads
Your clients need more than media buying. They need AI receptionists, chatbots, outbound SDRs, nurture, reputation, and a CRM that ties it together. We give you all of it, white-labeled.
Clean handoff
You need clean ownership. Your clients stay your clients, your contracts stay your contracts, and the data stays portable from day one.
This page covers what's included and how the economics work.
Our offerings
Five packages, one platform
Each one targets a specific growth problem. Mix and match per client.
AI Bundle
Just the AI front door for clients who already have a CRM and website but miss inbound calls and chats.
What's inside
- AI Voice Receptionist
- AI Website Chatbot
- CRM + support
- Unlimited calls / mo
- 200 concurrent calls
- 2,500 SMS / mo
The outcome
Every inbound call and chat answered in seconds, 24/7. No more missed leads, no after-hours dead zones.
MarketingEdge
Clients have a website and inbound traffic but no system to capture, qualify, or follow up.
What's inside
- AI Voice Receptionist
- AI Website Chatbot
- 10-seat CRM
- 15-page managed website
- 4 blogs + 4 social posts / mo
- Reputation mgmt + AI review replies
- 2,500 SMS / mo
The outcome
Turn the website into a full inbound engine. Capture, qualify, nurture, and protect the brand on autopilot.
SalesEdge Lite
Clients have a list but no engine to actually work it.
What's inside
- AI Outbound SDR
- Multi-touch sequences (call / SMS / email)
- Partner-supplied list
- Lead scoring
- CRM + reporting
The outcome
Work the existing list at scale. Book meetings from day one without adding a single SDR to payroll.
SalesEdge (full)
Clients need outbound but don't have a list, and want their existing database reactivated.
What's inside
- Everything in SalesEdge Lite
- 1,000 WeLevel-sourced ICP contacts / mo
- Database Reactivation campaigns
- Apollo + intent signals + ICP matching
The outcome
Net-new pipeline from day one. Fresh ICP outreach plus reactivated old leads surface deals nobody was working.
GrowthEdge
The full growth stack. Capture every inbound lead and generate net-new pipeline from day one.
What's inside
- MarketingEdge + SalesEdge bundled
- Unified dashboard
- Cross-system automation
- Priority support
The outcome
Every inbound lead captured, every outbound opportunity worked. The fastest path to your biggest MRR per client.
Wholesale pricing and suggested partner retail margins are in the rate card below (access required).
Two productized solutions
Built for loyal client handoff
Outbound
Partner Sales Engine
For clients who need pipeline. AI-driven outbound. Books meetings on their calendar. Your team owns the relationship, ours runs the engine.
- Who it's for
- B2B clients, professional services, complex high-ticket sales.
- What it does
- Multi-touch outbound (calls, SMS, email) with AI-handled qualification and meeting booking.
- What it replaces
- Manual outbound, junior SDR hires, third-party calling firms.
Inbound
Partner Marketing Engine
For clients deploying budget into growth. Inbound AI marketing, fully white-labeled. HIPAA-eligible for regulated verticals.
- Who it's for
- Healthcare, financial services, B2B SaaS, and high-ticket service businesses.
- What it does
- AI Voice Receptionist, AI Website Chatbot, outbound AI SDR, nurture, content, reputation management, all white-labeled to your brand.
- What it replaces
- In-house marketing hires, fractional CMOs, traditional agencies, point-solution SaaS stacks.
Sample case study
Regional Medical Practice, 250 monthly intakes
A representative example: both solutions working end-to-end, with two lead-source scenarios.
Outbound Engine (Sales Development)
| Scenario A: Partner supplies list | Scenario B: WeLevel supplies list | |
|---|---|---|
| Package | SalesEdge Lite | SalesEdge (full) |
| Connect rate | 34% | 38% |
| Booking rate | 11% | 14% |
Inbound Engine (Marketing)
| Scenario A: MarketingEdge | Scenario B: GrowthEdge | |
|---|---|---|
| Inbound calls answered | 100% | 100% |
| Lead-to-booked rate | 28% | 34% |
| Net new intakes / mo | +42 | +70 |
Representative outcome: a regional practice running GrowthEdge added +70 net new patient intakes per month within 90 days, with 100% of inbound calls answered 24/7.
The unlock
How we handle client data
The short version of what happens to your clients' data, who sees it, and what we will and won't do with it.
Every AI marketing platform processes data through providers like OpenAI and Anthropic, that's how the AI works. The real question is who's allowed to see it, who's allowed to keep it, and what happens to it afterward. Here's the answer.
Your clients are your clients.
Any company you bring to the partnership stays yours. Their information is never shared, sold, or used outside the work we do for them under your brand.
Each client gets their own space.
Every client runs in their own dedicated sub-account, separated from your other clients and from every other company on our platform.
Our AI providers don't train on your data.
Under OpenAI's and Anthropic's commercial API terms, customer data is not used to train their models. That applies by default to every call we make on a client's behalf. (OpenAI) (Anthropic)
Data stays encrypted, in motion and at rest.
Standard security practices throughout, nothing exotic, just the protections any serious B2B platform uses.
Clients own their data.
Every record, contact, conversation, and call belongs to the client. They can export it anytime. We don't hold it hostage and we don't keep copies.
Tier 1, Standard
- For
- B2B SaaS, professional services, general business clients.
- What it is
- Our standard white-labeled platform, configured under your brand.
- How data is handled
- Client data lives in a dedicated sub-account on our platform, separated from every other client
- AI processing routes through OpenAI and Anthropic on standard commercial API terms (no training on client data)
- Voice calls transcribed by our standard voice providers under enterprise terms
- Encryption in transit and at rest
- Access to client data limited to the WeLevel team members assigned to that client's account
- Standard data retention; data exported and deleted on request when a client offboards
- Onboarding
- 8–15 business days
- Pricing
- Standard wholesale rate card
Tier 2, Regulated
- For
- Healthcare, financial services, or any client that needs HIPAA coverage or similar regulatory protections.
- What it is
- Same platform as Tier 1, plus the documentation, agreements, and access controls a regulated client needs to demonstrate coverage to their own auditors.
- How data is handled (in addition to everything in Tier 1):
- Business Associate Agreement (BAA) signed between WeLevel and the client
- BAAs in place with our downstream AI providers (OpenAI BAA program, Anthropic enterprise terms with zero data retention)
- Tighter access controls, only named, trained staff on the account
- Audit logging on all data access, available to the client on request
- Documented incident response and breach notification procedures per HIPAA Security Rule
- Annual compliance review and reporting available to the client's compliance team
- Onboarding
- 10–20 business days (BAA execution adds time)
- Pricing
- Standard wholesale + regulated add-on per client
For the small number of clients who need infrastructure built inside their own cloud environment, we scope those engagements separately, not a productized tier, just a conversation if and when one comes up.
Technical plumbing
Single-click subscribe, inside your platform
Partnership economics, terms, and rollout timeline
Wholesale pricing, suggested retail margins, partnership terms, and a 4-week launch plan. Enter the partner access code to view.
Don't have a code? Book a partnership call and we'll share it.
No surprises
Honest about what's not included
Media spend
Ad budgets (Google, Meta, LinkedIn) pass through directly to the client. We manage and optimize; the client pays the platforms.
Custom software development
Bespoke product builds outside our platform are scoped separately, not part of the partnership price.
Sales closers
We book qualified meetings. Closing them is your team or your client's team.
Enterprise security audits
SOC 2 Type II and similar are available as a separate engagement, not bundled into standard wholesale.
Let's talk about partnering.
Bring any questions you have, and the clients you have in mind, and let's map out a rollout that fits your business.