White-label Proposal Workflow

Bring a controlled proposal workflow under your brand.

A proposal workflow offered under your brand, bringing customer requirements, questions and revisions into one clear conversation.

Request confidential details →Arrange a founder conversation →

At a glance

Best-fit buyer: Agencies, commercial-systems providers and established workflow operators.
Customer value: A clearer customer proposal journey offered under your own brand.
Transaction options: A defined white-label workflow licence and adaptation scope.
Included in discussion: Specified workflow components, permitted branding, versioned-review controls and a bounded handover.

One-page buyer summary →Full asset scope ↓

A look inside the workflow

Present a clear scope. Customer-view proposal preview. Fictional service example. — Customer-view proposal preview. Fictional service example. View full-size image (opens in a new tab)↗

Explore the three-step walkthrough ↓

The opportunity

Make every proposal easier to follow. Offer a workflow under your own brand that keeps the customer objective, scope, questions and revisions together, so both sides can see what is being discussed.

Short guided demo

See the workflow in action.

A clearer proposal conversation — 60 seconds

Interactive preview using a fictional brief. See a change request, a sample acceptance and the handover view. These controls change preview state; they do not send messages, accept a real contract or take payment.

Read the recording transcript →

Explore the workflow through product screens and fictional examples. Request a private demonstration focused on your requirements.

Frame the scope

Bring the customer objective, proposed deliverables and assumptions into a clear starting point for discussion.

Frame the customer requirement. Proposal workflow preview using a fictional customer brief. — Proposal workflow preview using a fictional customer brief. View full-size image (opens in a new tab)↗

Illustrative example

Fictional project: a commercial workflow with an agreed objective, draft deliverables and assumptions to confirm.

Continue with the next step below.

Review a version

Keep questions and revisions tied to a clear proposal version so both parties can follow what is changing.

Illustrative example

Version A: Illustrative version under review
Buyer question: Clarify the agreed deliverables
Version B: Illustrative revision proposed

Keep the original version and proposed revision distinct throughout the conversation.

Continue with the next step below.

Make the workflow your own

Explore how the proposal journey could sit within your brand and customer experience.

Keep the next step clear. Proposal workflow handover preview with fictional information. — Proposal workflow handover preview with fictional information. View full-size image (opens in a new tab)↗

Illustrative example

Illustrative journey: customer brief → proposal review → questions and revisions → a clearly documented scope.

Arrange a founder conversation →

Your acquisition or licence

A clear scope from the outset.

Agree the assets, rights and delivery milestones before commitment, with the detail set out in the signed schedule.

View included assets, exclusions and conditions

Defined workflow licence

Proposed inclusion: A licence to the expressly scheduled, seller-owned proposal workflow, specified interface and schema contract, with permitted branding and use agreed in contract.
Excluded or conditional: No automatic acquisition of the WeBoost business or application, shared core IP, Jeffrey identity, case studies, customer base or unrelated portfolio assets.

Separation work

Proposed inclusion: A bounded adaptation scope covering the selected interface, dependencies and buyer environment, subject to an agreed acceptance checklist.
Excluded or conditional: Not an already extracted standalone product. Unbounded custom development, integrations and support are excluded.

Proposal controls

Proposed inclusion: Agreed source for proposal structure, versioned review and related backend contracts where the dependency and rights review permits.
Excluded or conditional: Backend test evidence is not proof of ordinary live sales, payment collection or accepted white-label operation.

Data and third parties

Proposed inclusion: Sanitized examples, relevant setup material and buyer-owned branding supplied for the agreed implementation.
Excluded or conditional: No CRM records, prospect lists, customer proposals, transcripts, provider credentials or customer-specific pricing. Third-party services require separate terms.

A straightforward acquisition or licence.

Discuss a white-label licence for your brand, with clear usage rights, delivery scope and a defined handover and support period.

Choose a licence shaped around your business. Speak directly with the founder about the commercial fit and next steps.

Request confidential details →

Define the deal

a buyer-branded proposal journey

An upfront licence to specified workflow components, paired with a bounded adaptation for the buyer's brand and agreed customer use.

View one-page buyer summary →

Included in the discussion

The expressly scheduled workflow components, interface and schema contract.
Agreed branding, proposal-version controls and selected customer-review journey.
Relevant setup documentation, sanitized examples and handover materials.

A clear handover

A fixed delivery scope, acceptance checklist, knowledge transfer and clearly bounded support period.

Scope and acceptance

Define the adaptation and dependency scope, then validate the agreed buyer-branded journey before standalone launch.

The adaptation is not yet an accepted standalone product. The wider WeBoost application, shared portfolio IP, Jeffrey identity, case studies, client data and provider accounts are not included by implication.

Agree before commitment

Permitted brands and users
Client use, resale and sublicensing permissions
Licence duration, territory and any exclusivity
Payment, adaptation and acceptance milestones

A proposed starting package

Rights: A three-year licence for one named operator and one brand, including its customers’ use of the agreed proposal journey. Resale, sublicensing and additional brands are separate.
Exclusivity: Non-exclusive; underlying ownership and existing uses are retained.
Handover allowance: 30 calendar days after agreed buyer-branded acceptance, capped at 16 hours, including two sessions, an operator rehearsal and setup documentation.
Payment structure: Proposed milestones: 50% on signed licence and adaptation scope, 30% on agreed workflow acceptance and 20% on destination acceptance and handover.

Discussion terms, subject to the exact rights schedule, costed delivery scope and written agreement. These handover allowances begin after acceptance; implementation obligations and defect remedies are specified separately.

Proposed commercial scope. Final rights, price and delivery obligations are agreed in writing.

Discuss this package →