Sell it under your brand.
We do the work behind it.
Give your local clients one system for calls, jobs and invoices, under your name and at your price. Join through one of three packages. Then we keep 10% of what your clients pay, and do the work behind it.
- Three packages to join
- Your clients never see our name
- Billing under your brand
Priya RamanNew lead
Basil KakisBoiler
Calvin Price9 days lateSample business and sample screen. Not a customer.
What we fulfill. You keep the client relationship.
Our team does the delivery, under your brand. You decide what your clients see and approve anything that goes out in their name.
- Client setup
We move each client in and get them live.
- Their customers, jobs and invoices moved in
- Phone number connected
- Their trade's pipeline and forms loaded
- Managed assistant
We tune the assistant every week.
- Prices, hours and rules kept current
- Calls and replies reviewed
- It asks before anything goes out
- Campaigns
We write and send them. You approve.
- Win-back and review requests
- Seasonal reminders by trade
- Sent from your client's name
- Reporting
A monthly report under your brand.
- Calls answered, jobs booked, money in
- Sent from you, not from us
- Your logo, your colors
Optional: a sales demo by our team. We run the demo as part of your team, under your brand. You pay only for demos we run.Add-on
Three ways to join. Then 10% of what your clients pay.
Pick how much of the work you want us to do while you learn it. The package is paid once. The ongoing fee is the same on all three.
-
DIY
Do It Yourself
Group training and the course, at your own pace.
$4,997once, to joinWhat's included
- Three group training calls a week
- The self-paced course
Then 10% of what your clients pay
-
DWY
Done With You
One-on-one sessions with our team, plus the group calls.
$14,997once, to joinWhat's included
- Two one-on-one sessions a week for the first three months
- The group training calls
Then 10% of what your clients pay
-
DFY
Done For You
We do the build and the work with you, then hand it over.
$24,997once, to joinWhat's included
- We do the build and the work
- Then we do it with you
- Then you take it over while we watch you run it
Then 10% of what your clients pay
What we charge you
After you join- Ongoing, every package
- 10% of what your clients payCollected on our billing rails, from each payment your client makes.10%
- Add-ons, per client, if you order them
- Managed OttoWe tune the assistant every week and review its calls and replies.$150/mo
- Campaign managementWe write and send campaigns you approve, plus the monthly report.$250/mo
- Client setupMoving in and going live, done by our team.$300 once
- Sales demo by our teamRun under your brand. You pay only for demos we run.$150/demo
Your price, for one client
Per clientArithmetic on the price you set, for one client: your price, less our 10%, the card fees and the add-ons you choose. It leaves out your package, client setup, demos and your own costs. It is not a forecast. Our direct price for the software alone is $4,997.
Your clients never see our name.
The number one complaint about white label is that it leaks. A login page, an email footer or a help article shows the real vendor, and the agency looks small. Ours is built not to.
We sign in as your client and check every screen, email, text, invoice and help page for any trace of our name.
- Your logo and colors
On every screen, the login page and the phone app.
- Your domain
The app and sign-in live on your web address.
- Emails and texts from you
Sent from your domain and your business name.
- Invoices from your company
Your name, your price, your terms.
- The assistant uses your name for it
Call it what you like. It never says Otto.
- Help articles under your brand
Same answers, your name on them.
- Support as your team
We answer your clients as your support team. You see every thread.
- No "powered by"
Not in a footer, a receipt or a page title.
Billing on our rails, under your brand.
You set the price and your client pays you. It runs through our billing, so neither of us has to chase money or guess who is still a client.
- 1 · Your clientGets your invoice
From Summit Growth Co., at the price you set.
- 2 · Paid by card or bankOn our billing rails
Your name on the statement. Failed cards are retried for you.
- 3 · The splitWe keep 10%
Plus any add-ons and the card fees. The rest is yours.
- 4 · Paid outTo your bank, weekly
With a statement for every client and every charge.
- We both see who is paying. That is how we know your clients stay, and how you spot one who is about to leave.
- You own the price. Raise it, lower it or discount it. We never contact your clients about price.
- If you leave, they stay yours. We keep serving them under your brand for 90 days while you move them.
Agency questions.
Price, ownership, and what happens if you leave.
Can my client find you cheaper?
Our software alone is $4,997 a month on our own site, under our name. You are selling more than software: setup, a managed assistant, campaigns and reporting, from a team they know. Price your package for that.
Who owns the client?
You do. Your name is on the contract and the invoice. We never market to your clients or offer them our direct price.
What does it cost to join?
One of three packages, paid once: DIY $4,997, DWY $14,997, DFY $24,997. After that, 10% of what your clients pay, collected on our billing, plus any add-ons you order for a client.
Which package should I pick?
Pick by how much help you want while you learn it. DIY is three group training calls a week and the self-paced course. DWY adds two one-on-one sessions a week for the first three months. With DFY we do the build and the work, then do it with you, then watch you run it as you take it over.
What if I stop working with you?
Your clients stay yours. We keep serving them under your brand for 90 days so you can move them, and we export their data for you.
Can I refer some owners for 20% instead?
Yes. Each owner is either a back office client or an adviser referral, not both.
What do you need from me?
Your logo, colors and domain, a person who approves campaigns, and the sales conversation with your client. We do the rest.
Put your name on it.
Tell us about your agency and your clients. We'll reply within 2 business days to set up a 30-minute call.
