White-label Automation for Agencies

Overview

What we deliver

We act as the silent automation team behind your agency, delivering AI and workflow builds for your clients under your brand.

Agencies are winning more automation work than they can staff, and clients expect fast, reliable delivery. We work behind the scenes as your white-label automation team, building AI workflows, integrations, and internal tools that you ship under your brand. Engagements typically cover discovery support, solution design, build and testing, documentation, and post-launch maintenance. We follow your project management standards, communication style, and security requirements, so the client experience stays consistent. Your account team owns the relationship while we handle the technical lift. We sign mutual NDAs, use isolated environments per client, and never market to your accounts. Whether you need overflow capacity for a single sprint or a long-term delivery partner across many clients, we scale up and down with your pipeline. The result is more revenue per account, faster delivery, and higher margins without the cost and risk of building an in-house team.

Fit Check

Built for teams like yours

Who it's for

Digital and marketing agencies
Salesforce and HubSpot partners
Management consultancies
Systems integrators
Fractional RevOps and CX firms

Pain points we solve

Pipeline of automation work exceeds internal capacity
High cost and risk of hiring senior automation engineers
Inconsistent delivery quality across client projects
Slow turnaround on technical builds and integrations
Limited bandwidth to take on larger retainers

What's included

Capabilities

Everything we cover in this engagement.

Discovery support and solution scoping
Workflow and integration design
AI agent and LLM-powered build work
QA, testing, and security review
Client-ready documentation and handover
Embedded delivery under your brand
Maintenance and incident response
Dedicated pod for high-volume accounts

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Partner

Sign mutual NDAs and align on brand, tools, and standards.

02

Scope

Join your discovery calls or review briefs to scope each engagement.

03

Build

Deliver designs, builds, and tests in your project tools.

04

Handover

Provide client-ready documentation and run training under your brand.

05

Support

Maintain, monitor, and improve workflows on an ongoing basis.

What you get

Deliverables & outcomes

What you get

Solution design and architecture documents
Built and tested automations in client environments
QA reports and security checklists
Branded client-facing documentation
Handover sessions and recorded walkthroughs
Monthly status and maintenance reports

Outcomes you can expect

Higher revenue per client without new hires
Faster delivery on automation engagements
Consistent build quality across your portfolio
More retainer revenue from ongoing maintenance
Reduced delivery risk on technical projects

Timeline

2 to 8 weeks per project, ongoing for retainers

Engagement

Monthly retainer, Project, Sprint

Tools we use

n8n, Make, Zapier, HubSpot, Salesforce

KPIs we track

Projects delivered per quarter, On-time delivery rate, Client satisfaction, Retainer revenue, Gross margin per engagement

Client stories

What clients say

"

We had 14 cornerstone pages stuck on page two for 18 months. Their SEO crew rewrote the internal linking, cleaned up our schema, and shipped 22 supporting briefs over a quarter. Eight of those pages broke top three by month five. Organic pipeline went from a trickle to our second-largest source. Felt like watching interest compound.

James T.

"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.

Proof