Service

White-label lead generation fulfillment for agency clients

Scope the outbound work for a specific agency client: who researches accounts, approves messages, handles replies and accepts meeting handoffs. LeadFlow operates the agreed delivery workflow while your agency manages the client relationship.

Editorial update:

Discuss your outbound plan →See LeadFlow pricing
Delivery brief
Per client
Brand and messages
Approved
Handoff criteria
Defined

White-label fulfillment responsibilities to agree

Scroll the table sideways to compare all columns.

White-label fulfillment responsibilities to agree
DeliverableDelivery teamAgency or client
Campaign briefResearch audience and propose a working scopeApprove offer, claims and exclusions
MessagingPrepare messages for the agreed segmentApprove brand voice and product accuracy
RepliesHandle agreed conversation types within coverageAnswer specialist or commercial questions
MeetingsSchedule and document contextAttend and record the sales decision
ReportingProvide agreed activity and funnel recordsReview quality and communicate with the client

Start with a client delivery brief

Capture the end client's offer, target markets, account criteria, approved claims and exclusions before building a list. Name the agency contact who can approve changes and the sales owner who will receive meetings. The delivery brief should distinguish information the client confirmed from assumptions that still need research.

Keep client campaigns separate

Agree account access, sender identities, contact exclusions and reporting boundaries for each client. Check for conflicting outreach when clients share an audience. A shared delivery team should not mean shared prospect records or interchangeable messages; document which people can access each campaign and how changes are approved.

Make the handoff useful to the client's sales team

The handoff should include account fit, participant role, conversation context and open questions. Track booked, held and sales-accepted meetings separately. Have the agency collect feedback from the receiving sales owner so the delivery team can distinguish a targeting issue from a scheduling or discovery issue.

Agree delivery acceptance and change requests

  • Define what makes an account, contact and meeting acceptable before launch.
  • Specify review windows, reply coverage and escalation owners in the proposal.
  • Treat a new country, language, channel or offer as a scope review.
  • Agree asset ownership, account access removal and open-conversation handover before the engagement ends.

Explore the agency partnership and onboarding process →

Who we target

  • Marketing and growth agencies
  • SEO and paid media shops
  • Recruitment and consulting firms
  • Fractional CRO and sales consultancies

How the campaign runs

  1. 01

    Scope

    Client ICP, offer and reporting requirements captured with you.

  2. 02

    Stand up

    Isolated infrastructure and senders per end client.

  3. 03

    Deliver

    Campaigns run under your brand with your naming conventions.

  4. 04

    Report

    White-labelled weekly and monthly reporting you forward as-is.

Tools for this workflow

Questions and answers

Is this the same as joining the partner programme?
This page explains fulfillment for an individual client campaign. The partnership page covers agency fit, relationship ownership, onboarding and the commercial arrangements needed before you add clients.
Can reports use our agency brand?
Agree the brand assets, report format and approval owner during onboarding. Specify which client-facing materials need review before they are shared.
Do you attend client calls?
Confirm whether client-facing participation is included and how the delivery team will be introduced. Roles and disclosure arrangements should be clear in the agreed relationship.
Is a fixed margin guaranteed?
No. Your margin depends on the delivery quote, usage costs, your client price and your own account-management work. Compare the full scope before setting the retail price.

Sources and editorial notes

Delivery planning guidance based on LeadFlow's published white-label service. Confirm the actual scope and commercial terms in a proposal. No partner margins, staffing capacity or meeting outcomes are guaranteed here.

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