1. Setting Up an Email Address

It’s a good idea to set up an email ID for your white label development team on your domain name. This email ID can be used to share your clients’ credentials with your white label partner. The best part is that it’s safe, and the credentials can be revoked at any time.

2. Project Management Tools

If you use a specific project management tool, ask your white label team to use it too. In case you don’t, choose one that best fits your needs. Use the email ID created for your white label team (on your domain name) to invite them to use your Project Collaboration tool.

3. Real-time Communication

Enable real-time communication with your white label team with a tool of your choice. Consider tools like Skype, Slack, or any other IM tool that you can mutually agree upon.

4. Kickoff Call

Before the work begins, get on a kick-off call with your white label partner and tell them about your expectations. Give them a general overview of how things generally work.

5. Getting Started

Work closely with your white label team to help them understand and acclimatize to your business process. This is especially crucial in the beginning. Once your partner gets the hang of things, things will proceed smoothly.

6. Introducing Your Work Processes

At the time of introducing the white label team to your work process, treat them as your own team and train them accordingly. This will help you plug any skill or knowledge gaps, preventing problems down the lane.

7. Feedback

Make it a point to send feedback at least on a few initial projects to help your white label team understand your expectations better. They’ll learn to perform accordingly going forward.

8. Scheduling Calls

Scheduling weekly or bi-weekly feedback calls will take trust and transparency a notch higher. You can also discuss and create a suitable feedback call schedule with your white label partner, and follow it to ensure unhindered communication.

9. Leveraging Expertise

Most agency owners miss leveraging the expertise of a while label team. For instance, consulting your partner when quoting your clients will help you make cost-competitive offers and shut out the noise.

10. Development Specifications

Ensure that you mention your development specifications before the team starts working on your project. For example, if you want to use a particular page builder or WordPress/Shopify theme, specify it clearly from the get-go. 

11. Development Standards and SOPs

If sharing your development standards and SOPs with your white label partner (or vice versa) helps you develop compelling websites without wasting your resources, do it!

12. Project Manager or Liaison

Having a dedicated project manager or liaison between your clients and your white label team can prove to be highly beneficial in terms of collaboration. It can help prevent miscommunication and delays.

13. Delivery Deadlines

Ensuring on-time project delivery is crucial. To this end, make sure your project/account managers talk to your white label team before committing delivery deadlines to your clients.

14. Recording Feedback Calls

Recording calls and videos will enable you to share the exact client requirements, feedback, and expectations with your teams. You’ll avoid wasting time going back and forth over the same things. There are several tools for this.

15. Considering Time Zones

Talk to your white label team and try to understand their time zone. Once this is done, develop a realistic communication schedule that works for both of you, especially for real-time feedback/calls.

16. Scheduling  Real-time Communication

If you’re unable to communicate with your white label development team during your office hours, work out a real-time communication schedule that best suits both parties - depending on your time zones, of course.

17. Turnaround Time

When promising the turnaround time to your clients, do consider the fact that while the industry standard may be 12-24 business hours, some development tasks can be complex.  They may take more time. Further, the difference in the time zone can lead to further delay.

18. Improving Your Business Process

It is a good idea to leverage your white label partner’s diverse experience and put their expertise to use to improve your business processes. With their help, you could end up creating a highly client-centric and agile business model.

19. Quality Assurance (QA)

The list of QA considerations may be different for each client. It’s, therefore, best to communicate specific QA points beforehand to avoid unnecessary back and forth.

20. Maintaining Transparency

Transparent communication is key to a healthy working relationship. There’s no need to wait or withhold your feedback to sound diplomatic. Your white-label team needs to know exactly where and how to improve before your client defects to your competitors.

21. Welcoming New Technology

New web development technologies are constantly entering the market. Your white label team needs to keep up with the changing trends, and develop a strong grasp over using the latest technologies. Failure to do so could hurt your business.

22. Sending Out Quotes

Your white label team will work out quotes before you communicate them to your clients. Getting this right is crucial because even a single misquote can backfire and destroy your client relationship.

23. Getting Confirmation

Whether it’s a project delivery deadline or a quote, make sure to confirm all the numbers with your white label partner before communicating anything to your clients.

24. Tracking Work Hours

Some white label partners offer a fixed number of hours per month at a flat monthly rate. You can buy them and assign their team unlimited tasks until the hours are exhausted. But, it’s in your best interest to proactively track these hours to avoid unpleasant surprises later on.

25. Partnering Approach

It helps when your white label partner feels like they’re a part of your business’s growth story. To this end, involve them in the work to the greatest extent possible.

Thank You

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