Agency partnership team
    White-Label Partnership

    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.

    Inbound

    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.

    Inbound

    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.

    Outbound

    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.

    Outbound

    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.

    Most popularInbound + Outbound

    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 listScenario B: WeLevel supplies list
    PackageSalesEdge LiteSalesEdge (full)
    Connect rate34%38%
    Booking rate11%14%

    Inbound Engine (Marketing)

    Scenario A: MarketingEdgeScenario B: GrowthEdge
    Inbound calls answered100%100%
    Lead-to-booked rate28%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

    1
    Client clicks Subscribe
    Product card inside your portal or website
    2
    Stripe charges client
    Stripe account we help you set up, billing under your brand
    3
    Webhook fires to WeLevel
    Instant alert, automated provisioning kicks off
    4
    WeLevel ACH-debits wholesale
    From the operating account you authorize
    5
    Client onboarded in 8–20 days
    Fully white-labeled, your-branded portal and CRM

    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.