Home/Process

How White Label SEO Works.
From First Call to
First Delivered Job.

Seven stages, written down for every partner. Each one has a defined deliverable, owner, and timeline. Every stage links to an SLA with a real remedy if we miss it.

The whole process is
Written, not implied
Linked to an SLA at every stage
Audited monthly
Cancellable with 30 days notice
01
DAY 0 · 30 min

Discovery call. We figure out if we are a fit.

30 minutes on Zoom or Google Meet. We talk about your agency, your clients, the services you sell, and what you are trying to solve. We tell you honestly what we can and cannot do.

No pitch deck. If both sides want to move forward, we send the confidentiality agreement the same day. By the time you brief us on the first job, everything is in writing.

What you walk away with
  • Honest scope conversationwhat we can do, what we cannot, what we need to think about.
  • Pricing sheetfor the services you are interested in.
  • Named account leadproposed, the person you would actually work with.
  • Confidentiality agreementsent same day if you want to move forward.
SLA: scheduled inside 48hNo pressure
02
DAY 1–3 · async

Partnership agreement and kickoff brief.

We send a short, plain-English partnership agreement covering scope, SLAs, and how the relationship works. Markup is welcome. We expect it.

While that is circulating, we send a one-page kickoff brief covering client info, branding assets, escalation contacts, and reporting preferences.

Documents in this stage
  • Partnership agreementplain English, covers SLAs and operating terms.
  • Kickoff briefone page, all the client info we need to start.
  • Brand kit uploadlogo, colors, and tone of voice doc.
  • Reporting templateyours, or we build one in week one at no cost.
SLA: agreement back to you in 48hNo setup cost
03
DAY 3–5 · setup

Brief intake, named lead assigned.

You send us the first job by email or Loom. Your named account lead reviews it, confirms scope, and sends you a start date in writing within 48 hours.

If anything in the brief is unclear, we ask once. We batch all questions into a single message. You answer once and we run.

What is set up here
  • Shared channel or email threadwhichever you prefer for ongoing communication.
  • Named account leadintroduces themselves directly via email.
  • Start date confirmedin writing, usually inside 48 hours of receiving the brief.
  • Scope confirmationwhat is in scope and what is not, agreed before work starts.
SLA: brief acknowledged in 4hSame person every month
04
DAY 5–14 · build

First deliverable assembled.

Week one of an SEO retainer: technical audit. Week one of a GBP retainer: profile audit + voice doc. Week one of a Web build: design QA + spec lock.

We send Loom updates at key milestones for builds and weekly check-ins for retainers. Your account lead is reachable directly in your shared channel at any time.

Visibility during build
  • Milestone Loom updatesfor builds. Weekly check-ins for retainers.
  • Named lead availabledirectly in your shared channel at any time.
  • Mid-build reviewwith you before anything is finalized or shipped.
  • Questions batchedwe ask once, you answer once, we run.
SLA: first deliverable inside 14 daysMid-build sign-off
05
DAY 14+ · review

Partner review & revisions.

Every deliverable lands in your inbox before it lands in your client's. You review, mark up, send back. Revisions are unlimited within scope.

You decide when it goes to the client, in what form, on what date. We don't push timelines on you.

Review process
  • Partner reviewalways before client review.
  • Revisions in scope— unlimited within the brief.
  • Client‑ready exports— branded as yours, sent from your domain.
  • Optional Loom walkthroughfor your client meeting.
SLA: revisions inside 48hUnlimited rounds
06
MONTHLY

Monthly report & strategy.

Branded report lands by the 3rd of the following month, every month, without exception. Five pages, plain English, ready to forward.

For Growth + Scale tiers, the named strategist runs a monthly or quarterly strategy call with you — never with your client.

Inside the monthly
  • Branded reportin your inbox by the 3rd.
  • Looker dashboardrefreshed weekly.
  • Strategy call (Growth+)for next month's priorities.
  • Performance vs. baseline— explicitly, every month.
SLA: report by 3rd, late = credited monthAuto‑credited
07
ONGOING

Quarterly partnership review.

Every quarter we run a 30‑minute review with you — not your client. What's working, what isn't, what needs to shift. Pricing held flat for partners on tenure.

Cancellation is one paragraph in email. We don't make leaving harder than joining.

Long‑term cadence
  • Quarterly review call— your team, not your client's.
  • Annual pricing heldfor tenured partners.
  • Service line add‑onsat any monthly anchor.
  • 30‑day notice cancellationat any monthly anchor.
SLA: review scheduled inside 14 daysNo annual lock‑in
SLAs with teeth

Every promise has
a number next to it.

No "we strive to," no "best‑effort," no "where reasonable." Each SLA below is written into your partnership agreement with a defined remedy — claimable without negotiation.

First response
to any message

4h

From the moment your message hits the inbox or portal, your account lead acknowledges within 4 business hours.

Remedy: 1 day of retainer credited per missed SLA, applied automatically.

Brief acknowledged
+ start date confirmed

48h

From brief receipt, a confirmed start date is in your inbox inside 48 business hours.

Remedy: First month's setup charges waived if we miss.

Monthly branded report
delivered

3rd

Every monthly report lands in your inbox by the 3rd of the following month, formatted in your template.

Remedy: That month credited in full if we miss the date.

Revisions
turned around

48h

Any in‑scope revision request returns to you with changes inside 48 business hours.

Remedy: Free additional revision cycle, banked for future use.

Web build
brochure site

14d

5‑page hand‑coded brochure site from Figma to live in 14 working days.

Remedy: 10% project credit per overdue week, capped at 30%.

Client poaching
incidents

0

Zero direct contact with any partner's client, ever. Includes inadvertent contact via shared assets or social.

Remedy: Contract void, all work transferred to you at no charge.
What's different about this process

Three operational habits
most fulfilment shops skip.

Anyone can write a process diagram. The question is whether the operational team behind it actually runs that way. Here's what we built differently from day one.

01

Partner reviews everything before client

Every report, audit, deck or build sign‑off goes to you first. You decide if and when it goes to the client. Nothing leaves our shop and lands directly in front of theirs.

02

SLA remedies are automatic

Missed SLAs are credited automatically against your next invoice. You don't have to ask, prove it, or escalate. The portal logs every SLA and applies the remedy on the 1st.

03

Same strategist, every month

No round‑robin staffing. No "your account manager is on leave." The named strategist you meet in week one is the one you work with in year three. If they leave, you get 30 days notice.

Ready to begin

It Starts With a 30-Minute Call.
That Is All This Takes.

Book it. Tell us about your agency and your clients. Send us your first brief after we align. The first deliverable is in your inbox under your brand.

Book a strategy call → See the onboarding flow