TL;DR

• Agencies can unlock a new multi six figure revenue stream by reselling automation-as-a-service.
• Price your white label plans using a margin-first model.
• Build a zero friction onboarding flow so clients go live inside 72 hours.
• Use automation templates to deliver work faster and reduce churn.
• Grab the White Label Starter Pack at the end and plug directly into your agency stack.

1. Why Agencies Are Rushing Into White Label Automation

Traditional social media management is burning out agencies.
Too many deliverables.
Too many revisions.
Too little margin.

White label AI automation flips the script.
You deliver more value with less ops pressure.
AI handles the grunt work so your team can focus on strategy and revenue.

Industry proof.
Global demand for AI driven social media automation is skyrocketing. Tools like ManyChat, HubSpot, CloudCampaign, Predis.ai, and Hootsuite dominate search volume. Yet none of them solve instant lead capture and real time reply automation the way PeriScale does.
Links
https.//manychat.com
https.//cloudcampaign.io
https.//hootsuite.com
https.//hubspot.com
https.//predis.ai

2. What White Label Automation Actually Means

A white label automation agency sells AI powered workflows under their own brand.
Your clients see your logo, your dashboards, your support team.
But under the hood. the engine is handled by a provider like PeriScale.

You own

• Pricing
• Packaging
• Customer relationship
• Delivery experience
• Recurring revenue

Your provider handles

• Infrastructure
• AI agents
• Analytics
• Performance
• Feature updates

This is how agencies scale without hiring a big ops team.

3. Pricing Framework for White Label Agencies

Gen Z agencies want simple pricing. Clients want predictable billing.
Here is the proven three tier model.

Starter Plan

Best for small brands

• Automated replies
• Inbox unification
• Basic posting
• Starter analytics
  Recommended Retail Price. $99 to $149 per month
  Goal. High volume. low support.

Growth Plan

Best for SMEs

• Full conversation automation
• Hot lead routing
• CRM sync
• Analytics dashboard
• WhatsApp. Instagram. Facebook support
  Recommended Retail Price. $249 to $399 per month
  Goal. Highest adoption. maximum margin.

Pro Plan

Best for agencies and ecom scaling

• Multi channel automation
• AI powered scheduling
• Multi agent workflows
• Dedicated success calls
• ROI tracking
  Recommended Retail Price. $699 to $999 per month
  Goal. Build long term retainers without adding team members.

Recommended margin. 3x to 5x on your base cost.

Reference competitors for pricing benchmarks
https.//www.zapier.com
https.//www.buffer.com
https.//www.sproutsocial.com
https.//www.followr.ai
https.//www.hubspot.com/products/marketing

4. Client Onboarding Flow That Works Every Time

Your job is to make onboarding feel like magic.
Fast. smooth. structured.

Step 1. Discovery

Collect

• Client niche
• Platforms
• Preferred tone
• Target audience
• Offers
• Current lead problems

Step 2. Access Collection

Automate form collection using Typeform or Tally
https.//tally.so
https.//typeform.com

Collect

• Facebook Page
• IG Professional Account
• WhatsApp Business API
• CRM details
• Brand assets

Step 3. Workflow Setup

Deploy your pre built templates

• Auto reply workflows
• Lead qualification flows
• FAQ sequences
• Missed message recovery
• Sales push sequences
• Customer support automation

Step 4. Internal QA

Your team runs a live simulation
Check

• Trigger conditions
• Response timing
• Lead routing
• Analytics logging

Step 5. Go Live

Launch within 72 hours.
Send a kickoff message and a monthly results snapshot to build trust.

5. Automation Templates to Use Immediately

These are plug and play. Clients love them.

Template. Sales Lead Capture

Trigger. Incoming DM
Reply. “Hi. we got you. Drop your number and we will call you back in 5 minutes.”
Tags. warm lead
Route. CRM or WhatsApp team

Template. Customer Support

Trigger. FAQ keywords
Reply with predefined solutions plus call to action.

Template. E commerce Recovery

Trigger. “Where is my order”
Route. tracking link
Escalate if unresolved

Template. Appointment Booking

Trigger. “I want to book a slot”
Integrate with Calendly
https.//calendly.com

Template. Lead Nurturing Sequence

Day 1. Welcome
Day 3. Social proof
Day 5. Offer push
Day 7. Follow up

Use your branding. your tone. your client’s voice.

6. Scaling Your White Label Agency

Once your base workflow is stable. scale using these systems.

Monthly Performance Reports

Use ROI dashboards from PeriScale to prove impact.
Data points include

• Response time
• Conversion paths
• Lead value
• Best performing posts
  PeriScale - AI Social Media Sal…

Upsells

• Content creation add ons
• Paid ads integration
• CRM setup
• Automation expansion
• Multi channel workflows

Retention Tricks

• Monthly review calls
• Better templates every quarter
• Seasonal campaign packs
• Exclusive growth playbooks

7. White Label Starter Pack (Lead Magnet)

Download includes :

• 6 pricing templates
• 10 onboarding forms
• 15 automation workflow templates
• 5 contract agreements
• 3 proposal decks
• ROI report template
• Client success SOP

You can offer it as -
PDF
Canva template
Notion board
Google Drive folder

FAQ Section

How does a white label social media automation agency work

You resell automation services under your brand while a backend provider handles infrastructure and AI. This lets you deliver high end automation without building software.

Can I charge clients my own pricing

Yes. You own all pricing. packaging and contracts.

How fast can clients go live

Most white label agencies launch clients in 48 to 72 hours using pre built workflows.

Which niches convert best

E commerce. real estate. restaurants. beauty salons. coaching. electronics retail. SMEs that receive lots of DMs convert extremely well.

What tools integrate with white label automation

Shopify. WooCommerce. HubSpot. WhatsApp Business. Meta inbox. Zapier. n8n. Typeform.