Introduction
As a white label reseller license holder through White Label Suite, you can customize plans to your client's specific needs. This feature is available for any of our White Label Suite plans and enables you to create Packages with adjustable credit and timing configurations. These features include the option to create a Sales Page after you've created your Package, allowing you to take payments for your packages instantly. You can watch the video below or continue reading for a step-by-step overview.
Creating Custom Plans for Clients with The Packages Feature
Step 1
Locate and click on the "Packages" option in the lefthand menu under "White Label."
Step 2
Next, locate "Create Package" and click on it.
Step 3
Name Your Package: Enter a name for your package, such as "Discovery Package."
Add a Description: Provide a detailed description of what the package includes [how many Industry/People Searches].
Specify Credit Allocation: Decide how many total credits the package will offer per month or year.
Break down the allocation by type. For example, 400 industry search credits and 100 people search credits per month.
Set the Refresh Period: Indicate whether the leads refresh monthly or yearly.
Password Generation: Select whether you'd like the password to be randomly generated.
Additional Users: Select if you'd like the package to allow additional users.
Rollover Credits: Select if you'd like the package to include rollover credits.
Sales Page: Select if you'd like the package to create a Sales Page by checking the box for "Create Package in Stripe."
Save Your Package: Once you've entered all the details, click the "Save" button to create the package.
Step 4
Generate an API Link:
After saving, find the "Get Link" area to create a package API URL.
Use the clipboard icon to copy this URL, which is necessary for creating sales transactions.
Step 5
Integrate with Your Sales Software: Use the provided URL with your preferred payment software (e.g., Zapier, Go High Level, Thrive Cart) to automate sales transactions.
Step 6
Monitor Credit Usage:
Keep track of how many credits are allocated versus how many your clients use.
This helps manage your monthly or yearly credits and ensure availability for new and existing clients.
Step 7
Connect your wallet to add more credits manually, or set up your account to top-up your credits when you've dipped below a certain amount.
Tips For Identifying Client Needs and Designing Custom Plans
The first step in creating custom plans is identifying your client's needs. This will help you determine the services and features that are most important to them. For example, if you are targeting companies needing lead generation, you can create plans that offer a substantial number of leads per month.
Defining Your Custom Plan
Ensuring that each plan is clearly defined for your customer is essential. This includes specifying the number of Industry [Company] and People [LinkedIn] Searches available monthly or yearly.
💡 Tip
When defining plans, consider the duration (monthly or yearly) and adjust the number of searches accordingly. For example, a package may include 800 industry searches and 200 people searches per month. It is crucial to offer a balanced mix in each plan to make it attractive to potential customers.
Ongoing Training and Updates
To provide the best service to your clients, it is crucial to stay informed about updates and additional training videos related to license creation and the credit system.
Strategy: Check regularly for new tutorials and updates to stay current with the system’s features and best practices. This will help you efficiently manage your packages and offer the best service to your clients.
In summary, when creating custom packages via the Dynamic Packages feature for your clients through White Label Suite, it is important to focus on identifying and catering to their specific needs, clearly defining package contents, understanding the cost and credit system, efficiently managing packages and transactions, generating and using license links, and staying updated with training materials and system updates. By following these steps, you can offer your clients tailored packages and top-notch service as a white-label reseller.
💡 Tip
Need more help? Get more support from our Community.
Find answers and get help from our team and the White Label Suite Community.