How do you launch a white label AI SDR service?

To launch a white label AI SDR service, pick one niche, write one offer and price, unlock the partner program, set up your branded portal, onboard the first clients with a written checklist, connect their accounts with their consent, and send a weekly report that shows people messaged, replies and held meetings.

What does a white label AI SDR service include?

You sell outbound as a service under your own brand. Clients get conversations with the right people and meetings on their calendar. You get a portal on your own domain, where each client sees their own campaigns and results. The software behind it is Sellinger, and nothing on the portal mentions Sellinger.

This guide assumes you chose the white label model. If you are still deciding between a referral, a managed service and a portal, read how to resell outbound without owning the technology first.

Step 1: Which niche should you pick?

Pick one kind of client and one kind of buyer. A narrow niche lets you reuse the same audience logic, the same opener and the same reports across clients.

Good signs for a niche: clients who already know the value of a meeting, buyers who are active on LinkedIn, an offer that fits in two sentences, and a deal size that supports your fee. Weak signs: clients with no clear offer, buyers who are rarely online, or offers that need a long explanation before anyone cares.

Uberwood Agency, a paid ads agency, is a useful example of a narrow target. It wrote to owners of landscaping, HVAC, spa and real estate businesses from four team LinkedIn profiles, asked one question and booked strategy calls. 29% of the 677 owners messaged replied (Uberwood case study). That agency was using Sellinger for its own sales. We use it here to show how a tight audience looks, not as a promise of what your clients will get.

Step 2: What is your offer and price?

Write the offer in three lines: who it is for, what the client gets, and how you count it. Then set a price. We do not suggest a number, because your margin depends on your costs and on what your niche pays. Use these inputs:

• The platform cost: the standard agent prices on the pricing page, billed to you per agent, plus the one time $500 setup fee for the program.
• Your own time per client for setup, review and reporting.
• How many accounts each client needs.
• A price the client will accept compared with hiring an SDR.

Decide what you charge for: a flat monthly fee, a fee per account, or a fee linked to held meetings. Whatever you pick, define a meeting in the contract. A calendar marks a meeting completed when its slot ends, whether or not anyone joined, so count held meetings, not booked ones (see Count meetings honestly).

Step 3: How do you set up the portal?

Setup follows the steps on the partners page:

1. Unlock the program from the white label page in your Sellinger workspace.
2. Choose your portal name, brand, colors and domain. Sellinger deploys the portal on your domain.
3. Add a client, give them an access code and set how many accounts they can connect.
4. Assign connected accounts to the client. Their portal then shows only those accounts and their own leads.

Decide the permissions for each client. You can allow viewing performance only, or also let the client configure campaigns, add leads or manage accounts. Start narrow. It is easier to give a client more access later than to take it back.

Set limits too. You can cap the accounts a client may connect and set optional monthly send volumes for email, WhatsApp and Instagram. When a client reaches a monthly cap, sending pauses until the first day of the next month.

Step 4: What should the client onboarding checklist contain?

Use one written checklist for every client. It saves hours and avoids disputes later.

• [ ] Signed agreement that states who owns leads, conversation history and connected accounts, and what happens when the contract ends.
• [ ] The offer, in the client's words, and the facts the agent may use. Include what the client does not do.
• [ ] The buyer: roles, company size, country and language, and a list of excluded companies.
• [ ] A booking link or calendar, and the name of the person who takes the call.
• [ ] Who answers when a person needs a human, and how fast.
• [ ] The definition of a meeting, and the date of the first report.
• [ ] Written consent to connect each account, with the owner of the account named.
• [ ] A starting volume that is gentle, agreed in writing.
• [ ] A list of people the client does not want contacted.

The person who takes the call matters more than most agencies expect. In the Sales Automation Systems study, the agent's job ended at a booked call and the agency's team ran the call and closed (case study).

Step 5: How do you connect client LinkedIn accounts safely?

An account belongs to a person who uses it every day, so treat it with care.

• Get written consent from the account owner, not only from the company.
• Explain the risk. LinkedIn's help pages say that third party software that automates activity on the site violates its User Agreement and that members who use such tools risk restrictions (LinkedIn Help). No tool can guarantee that an account will not be restricted.
• Start at a low volume and raise it only after you see how the account behaves.
• Do not connect an account the client cannot afford to lose.
• Keep the connection under the account owner's control, so they can disconnect it at any time.

Our notes on LinkedIn invitation limits and LinkedIn automation safety cover volumes in more detail.

Step 6: How do you launch the first client?

Run the first client as a pilot of a few weeks, with a small audience you can read. Read the replies yourself in the first week. Fix the offer and the opener before you raise volume. Expect slow results at first: bookings take time, and in one study 11 of 19 bookings came more than two weeks after the first touch (ShortVibe case study). Tell the client this on day one.

What does a weekly client report look like?

Send the same report every week, on the same day, in this order:

1. Audience. Who was messaged this week, and how many people in total.
2. Funnel. People messaged, replies, positive replies, meetings booked, meetings held. Show the base for each number.
3. Best and worst. The opener or angle that earned the most replies, and one that earned none.
4. Conversations that need the client. Names and the reason, with a deadline.
5. What we changed. Any edit to the offer, the opener or the audience, and why.
6. Next week. One thing you will test.

Keep the report short enough to read in two minutes. A client who sees replies without meetings will ask why, so show both numbers every time and explain the gap. In our own outbound, replies stayed near 40% across a year while meetings per person messaged drifted down, so a reply rate alone says little (Replies are easy, conversion is audience and offer).

How do you grow after the first client?

Reuse what worked: the audience logic, the opener and the report. Add clients one at a time, and keep a limit on how many you onboard each month so quality does not slip. Review each client monthly on one question: is the offer still right for this audience? If not, change it before you add volume.

When you are ready to start, read the partner program terms, compare tools in best AI SDR for agencies, or see how teams use Sellinger on the agencies page.