PaidScale

The Process

How white-label delivery
actually works

Agencies want to know how we fit into their workflow, whether we're safe to trust, and whether we make their life easier. Here's exactly how it works.

01

Discovery & Fit

We understand your agency before we touch anything.

Service scope and account types
Account count and ad spend levels
Platforms in use (Google, Meta, or both)
Reporting tools and cadence
Communication preferences (Slack, email, async)
Existing SOPs and templates
Outcome: A clear picture of how we can slot into your workflow without disruption.
02

Access & Setup

We define the operating model before any work begins.

Access permissions and account roles
White-label boundaries and brand guidelines
Turnaround times for each deliverable type
Reporting format and frequency
Escalation and approval process
Communication rhythm and check-ins
Outcome: A documented scope so both sides know exactly what to expect.
03

White-Label Delivery

We execute under your brand. Clients never know we're here.

Campaign builds, restructures, and optimization
Reporting delivered in your format
Recommendations written in your voice
Tickets and requests handled on your timeline
All work reviewed before delivery
No direct client contact unless agreed
Outcome: Consistent, high-quality output that looks and feels like your team produced it.
04

Ongoing Refinement

We improve the partnership as we learn your agency's rhythm.

Workflow refinement based on feedback
Reporting format adjustments
Handoff process improvements
Priority and capacity adjustments
Quality control and review cycles
Scaling support as your client base grows
Outcome: A delivery partnership that gets smoother and more valuable over time.

Process questions

How long does onboarding take?

Most agencies are fully set up within 3–5 business days. We keep onboarding lean so you can start getting value quickly.

Do we need to change our internal tools?

No. We adapt to your tools — whether that's Slack, email, Google Drive, or a project management platform. We don't require you to adopt new systems.

What if we have urgent work?

We agree on turnaround expectations upfront. For urgent requests, we discuss a priority process during setup so you always know what to expect.

Can we start with just one account?

Yes. Many agency partners start with a single account to test the workflow before expanding. There's no minimum account requirement.

Ready to start the conversation?

Book a 30-minute discovery call. We'll walk through your agency's current setup and see if we're a fit.