Over 2,000 businesses have used White Label Suite for company growth or to help their client's businesses grow. They have all been where you are now, eager to get started and anxious to see results. It's tempting to jump around, discover new things, and use everything immediately. However, with a few basic steps completed first, you will have a great experience with quicker results.

We analyzed our most successful partners and created a checklist detailing the most impactful steps they took in their first days with White Label Suite.

💡 Treating your setup as a project and dividing it into achievable milestones will help you see progress and impact in a much more achievable way.

The X steps featured below will take a little time, so your Day 1 might mean familiarizing yourself with the product and planning out who will own each particular step and when they'll do them. Setting aside consistent time to do this will compound your efforts, and you'll be going live before you know it 🚀

⚙️ Some setup steps below are technical, like creating packages or connecting your CRM.

✏️ Some steps are content creation and management (like updating your Business Profile or importing or creating prompts for the AI Assistant). You can always work on these if you're waiting on an Ops / Tech teammate to perform other setup steps to save time.

👥 Click here to invite a teammate to White Label Suite to complete the setup.

The Business Profile is where you add information about your business, its customers, and its services. This step is vital as it helps train the AI Assistant to return accurate messages.

View a step-by-step guide for this process here.

The Wallet feature allows you to add your default credit card for additional credit purchases. Even though you have a monthly credit allotment based on your White Label Suite plan, you can add more credits to your account if you have run out and need them before they are added in your next billing cycle. It can even automatically top-up your credits if you dip below a certain amount.

View a step-by-step guide for this process here.

This section allows you to add your CRM and OpenAI API Key or create a custom webhook to send data to other platforms.

View a step-by-step guide for each process here.

The AI Training feature is designed to help the AI learn more about your business. You have four AI training options: website, test, Q&A, or PDF. Any single option or combination will help provide data for the AI. If more information is needed, the AI will ask questions to clarify your business.

Completing this step allows you to use the ICP Suggestions feature.

View a step-by-step guide for this process here.

Creating or editing prompts to fine-tune the AI Assistant's responses is vital to ensuring minimal time is spent prospecting. This feature is designed to help create or edit custom prompts for the AI Assistant to create Direct Message Scripts, Summaries, Intros, and Subject Lines for companies or individuals.

View a step-by-step guide for this process here.

Not sure who you should search for or what business type the companies you're looking for might be labeled as? The ICP [Ideal Customer Profile] Suggestions feature is designed to help provide suggestions on departments you should reach out to, top titles you should focus on, top industries you should sell to, top company size to focus on, and provide suggestions on which searches to conduct in a List.

View a step-by-step guide for this process here.

This is where you can view the available search options and select which one to start with.

View a step-by-step guide for this process here.

A List is where data is organized for a specific search type. In this section, you can create or click on existing Lists.

This feature allows you to edit existing labels or create new ones. These labels allow you to mark companies or contacts depending on your criteria. For example, this could help determine which data to send to your CRM and which you do not.

View a step-by-step guide for this process here.

If you're reselling White Label Suite as your software, this is where you customize it to fit your brand and products/services.

This feature allows you to create custom packages. You can sell these packages as part of your product line or include subscriptions for clients as part of your service.

View a step-by-step guide for this process here.

Connect your Stripe account to create packages and set your credit price for resale here.

View a step-by-step guide for this process here.

Once a package is created, you can add an account for someone here or view existing subscriptions.

This feature also allows you to log in as a subscriber, edit the subscription, or cancel the account.

View a step-by-step guide for this process here.

Here, you will white-label the software by updating the branding, business name, white-label domain, and CRM name.

View a step-by-step guide for this process here.

This feature allows you to create custom links that are shown in the Profile menu in the top right corner of the white Label Suite app. Use this option to add custom menu links for support documentation, options for upgrading plans or services, or anything else you'd like your subscribers to access while logged in.

View a step-by-step guide for this process here.

If you have an email provider with the SMTP option available, you can use this feature to connect it to White Label Suite. This allows you to automatically send Welcome emails when someone subscribes to package.

View a step-by-step guide for this process here.

If you do not have an email provider with this option, you can create a webhook that fires when a package is purchased and sends a Welcome email.

View a step-by-step guide for this process here.

Do you need to send data to a different payment platform to update a subscription status? This is a great option if you don't have a Stripe account and do not plan on creating one.

View a step-by-step guide for this process here.

This feature allows you to enable/disable and edit a Welcome email that can be sent from White Label Suite to your new subscribers.

View a step-by-step guide for this process here.

Remember, all great journeys start with the first step, so take your time and have fun.

Think of the next small action to move you toward reaching your goals, and then take action from there.

Inside White Label Suite, our support team and additional resources are ready to answer any questions or point you in the right direction. Click the support icon in the bottom right corner to find what you need.

Here, we have all our help articles, FAQs, how-tos, and best practices in one place. This is great for one-shot unblockers for you and your team.

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