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White Label Suite - Overview
Updated over 7 months ago

What is White Label Suite?

White Label Suite is a product by White Label Suite to help agencies white-label and resell its AI-powered lead generation and prospecting software. Through this system, agencies can license it, make it their own by customizing things like the logo and branding, and then resell it to their clients either by purchasing a license on their behalf and granting them access to it or by creating a workflow that grants their client a license automatically when they sign up for a plan.

How do you fully utilize White Label Suite?

To fully utilize the White Label Suite reseller system, it's important to make sure your profile is up to date and that you know how to navigate the system. Below is a quick walkthrough video on how to navigate your way through the platform. Read on to see a step-by-step overview.

Profile Management

Here are some tips for managing your profile:

  • Access your profile in the top right corner.

  • Update personal information like email and password.

  • Create a business profile with details like business name, website, and service description to aid the AI in profile creation.

Integration Settings

We understand the importance of integrating with other programs and applications to enhance your lead generation process. That's why we offer a variety of integration options to suit your needs. Here's how you can manage your integrations:

  • Manage integrations for CRM programs and other applications.

  • Use specific platforms for integration or manage them via custom integrations (like Pabbly, Zapier, or webhook-based applications).

  • Enter details like name and webhook for data transfer.

  • Integrations with Google API and OpenAI API are also available.

Campaign Creation and Management

Campaigns are an essential part of organizing your leads and managing your outreach. Here's how you can create and customize your campaigns:

  • Campaigns are essential for organizing leads.

  • Create campaigns based on Industry (verticals/niches), People (via LinkedIn), or Single Searches.

  • Demo campaigns provide insight into data types and information generated.

  • Manage campaigns on the left-hand side of the screen.

  • Customize campaigns with tags, source materials, and connection settings (e.g., Zapier, Pabbly, or a CRM).

Note

Familiarize yourself with the Three Search Types to better understand how you can find your ideal customers using the software.

Navigation and Search Features

Navigating and searching for leads can be made even easier with our user-friendly features. Here's how you can make the most of them:

  • Use the home button for main screen access and new search options.

  • Search by Industry, People, or Single Search.

  • View current search limits and campaign lists.

  • Sort campaigns by Industry, People, or Single Search.

Strategies for Implementation

To get the most out of our lead generation system, we recommend implementing the following strategies:

  1. Profile Optimization:

    • Regularly update your personal and business profiles to keep information current and relevant for AI-enhanced features.

  2. Efficient Integration:

    • Identify and integrate a CRM or applications that enhance your lead generation process.

    • Regularly review and update integration settings to ensure efficient data flow and functionality.

  3. Campaign Organization:

    • Systematically create campaigns based on specific criteria (Industry, People, or Single Searches).

    • Utilize demo campaigns to understand the types of data generated and refine your search strategies.

    • Regularly review and adjust campaign settings, tags, and connections to optimize lead management.

  4. Effective Use of Navigation and Search Tools:

    • Familiarize yourself with the layout and functionality of the navigation tools, especially the home button and search features.

    • Utilize the search function to target specific industries, roles, or websites, enhancing the precision of your lead generation.

By following these steps, you can make the most out of our lead generation system and improve your efficiency and productivity. Thank you for choosing White Label Suite for your lead generation and prospecting needs. Happy searching!


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