Services / White-label delivery
White-label delivery for marketing agencies
Sage Kite delivers CRM implementation, automation, marketing and specialist support for your clients, presented as your team. Scope, client communication, ownership and handover are agreed for each engagement before work begins.
Under your brandScope agreed per engagementClear handover
One client engagementWho does what
- Client relationship and briefYour agency
- Scope, ownership and priceAgreed together
- Build and deliverySage Kite
- Client updatesAs agreed
- Handover and ongoing supportYour agency
Common starting situations
When client demand outgrows your delivery team.
- More work than the team can deliver
You are winning projects faster than your team can take them on.
- Clients asking for CRM work
Clients want CRM setup, automation or migration, and your team does not offer it.
- Demand that comes in waves
A permanent hire would be stretched in busy months and idle in quiet ones.
- Good projects turned down
Work goes to competitors because you cannot staff it in time.
- Freelancers who need managing
Every freelancer has to be found, briefed and checked, and quality varies.
- A skills gap on one project
A project needs skills, such as a platform migration, that nobody on the team has.
Hiring for every peak is slow and expensive. A delivery partner, with scope and client communication agreed up front, adds capacity without adding permanent headcount.
What we can deliver
The work behind your client promises.
Each engagement covers only the services you choose for that client, delivered to your brief and presented as your team.
CRM implementation and automation
CRM setup, pipeline design, data migration, workflows and integrations for your clients, on the platforms Sage Kite implements.
Marketing execution
SEO, AI SEO, paid media, social and email campaigns delivered to your plan and your client's brief.
Specialist support
CRM, marketing operations, email, social media and sales support VAs working inside your client's systems.
Growth strategy support
GTM and growth strategy input behind the recommendations you make to clients, presented as your team.
CRM work covers the same platforms Sage Kite implements directly, from HubSpot and Keap to industry platforms such as Follow Up Boss and ServiceTitan.
How the partnership works
Your clients. Your brand. Our delivery.
You keep the client relationship. Sage Kite supports the work behind it.
Fulfilment under your brand
Agreed services delivered for your clients and presented as your team, so the client relationship stays yours.
Defined scope and ownership
Scope, project ownership and handover agreed for each engagement, so everyone knows who leads and who approves.
Agreed client communication
How and when your client hears from the team, set before work begins, so the client sees one consistent team.
Agreed before work begins
Five things settled for every engagement.
White-label work goes wrong when roles are assumed. These are written down before anyone starts.
Scope
The deliverables, exclusions and milestones for the client project.
Client communication
How and when your client hears from the team, and under whose name.
Project ownership
Who leads the project, who approves work and who the client contacts.
Handover
What your team receives at the end, so you can support the client afterwards.
Pricing
The price for the engagement, agreed in writing before work starts.
How it works
How a white-label engagement runs.
- 01
Discovery
Your agency, your clients and the work you want to hand over.
- 02
Scope
Deliverables, ownership, communication and price, in writing.
- 03
Briefing
The client brief, your brand and account access handed over.
- 04
Delivery
The work done under your brand, to the agreed scope.
- 05
Approval
Work shared with you for sign-off, as agreed.
- 06
Handover
Your team receives what it needs to support the client.
Before and after
What we need from you, and what you receive.
What we need
Confirmed for each engagement
- The client brief and goals
- Access to the client's platforms and accounts
- Your brand guidelines and templates
- Who leads the project and approves work
- How the client should hear from the team
What you receive
Final scope set in your proposal
- Delivered work for your client
- Work presented under your brand
- A clear handover to your team
- Documentation, where in scope
- Pricing agreed per engagement
Is this right for you?
Built for agencies, not end clients.
Usually a good fit
Marketing agencies that need a reliable delivery partner without adding permanent headcount, or whose clients are asking for CRM and automation work the team does not offer.
Not an agency?
If you want help growing your own business, work with Sage Kite directly. Start with consultancy, CRM implementation or marketing.
What sits behind it
The same services we deliver directly.
White-label work draws on the services Sage Kite runs for its own clients, delivered under your name.
Questions
White-label FAQs
Understanding white-label delivery
What is white-label delivery?
White-label delivery means Sage Kite delivers agreed services for your agency's clients under your agency's brand. Your client works with your agency, and Sage Kite does the agreed work behind it.
Which services can Sage Kite deliver white-label?
CRM implementation and automation, marketing execution, specialist support from Tier 1 VAs, and growth strategy support. Each engagement covers only the services agreed for that client.
Will our client know Sage Kite is involved?
That is agreed before work begins. How and when your client hears from the team is set for each engagement, so your client sees one consistent team.
Which CRM platforms can you deliver for our clients?
The same platforms Sage Kite implements directly: GoHighLevel, Keap, HubSpot and ActiveCampaign, plus industry platforms including Follow Up Boss, Lofty, ServiceTitan, Housecall Pro, Jobber, Kajabi, Clio Grow, Dubsado, HoneyBook, Mindbody and Bloomerang.
Working together
How is white-label delivery priced?
Pricing is agreed per engagement. Every partnership starts with a discovery call, and each client project is scoped in writing, with deliverables and price, before work begins. Platform subscriptions and advertising spend are separate from our fee.
Who owns the client relationship?
Your agency. Sage Kite supports the work behind it. Project ownership, approvals and who the client contacts are agreed for each engagement.
What happens at the end of a project?
Your team receives a clear handover, so you can support the client afterwards. Where it helps, Sage Kite can continue with maintenance or further work for that client, scoped in the same way.
Where does Sage Kite work with agencies?
Sage Kite works with marketing agencies in the United States, Canada, Europe, Australia and New Zealand.
Platform names are trademarks of their owners. Sage Kite is independent and is not affiliated with, endorsed by or certified by the platforms listed.
Take on more client work.
A discovery call looks at your agency, the client work you want to hand over, how your clients should hear from the team, and what a first engagement would cover.