White-label Proposal Workflow
A clearer customer proposal journey under your brand.
Who it fits
Established agencies, commercial-systems providers and workflow operators with a customer base of their own.
The commercial opportunity
Keep requirements, scope, questions and revisions in a coherent conversation, with clear proposal versions and a defined route to handover.
A proposed upfront workflow licence and buyer-branded adaptation, with the included components, permitted use and delivery scope agreed in writing.
Explore the workflow
- Actual Preview screens of proposal preparation, the customer view and proposed handover, using fictional examples.
- A continuous interactive preview recording of a revision request, sample decision and handover.
Define what transfers
- Specified proposal-workflow components, interface and schema contract.
- Agreed buyer branding, versioned-review controls and relevant handover materials.
Agree the handover
30 calendar days after agreed buyer-branded acceptance, capped at 16 hours, including two sessions, an operator rehearsal and setup documentation.
The buyer-branded adaptation is offered for agreed delivery, not as an already accepted standalone product. Client use, resale, sublicensing and exclusivity require express terms. The wider WeBoost business, shared core IP, customer data and provider accounts are outside the package unless separately itemised and authorised.
Discuss your branded workflow
Tell Mitch how you serve customers and which branding and client-use permissions your proposed package would require.
Arrange a founder conversation →