Implementation BlueprintExecution layer

ByVeya White-Label Resale Setup (5-7 days)

This blueprint guides agencies through configuring ByVeya as a white-label operations portal for a client, covering CRM, billing, communications, and AI voice agents, then packaging it as a monthly retainer. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

CRM Tools

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Blueprint

ByVeya White-Label Resale Setup (5-7 days)

This blueprint guides agencies through configuring ByVeya as a white-label operations portal for a client, covering CRM, billing, communications, and AI voice agents, then packaging it as a monthly retainer.

Prerequisites
  • Active ByVeya account with a paid plan (Starter at £49/mo or higher) to access client portal and integrations
  • Stripe account for billing integration and subscription setup
  • Twilio account for SMS/WhatsApp messaging and AI voice agent configuration
  • Client's branding assets (logo, colors, domain) for white-label customization
  • Access to client's Facebook/Meta and Google ad accounts for campaign management integration
Execution Timeline
  • 1.Create ByVeya workspace and invite agency team members with appropriate roles
  • 2.Connect Stripe, Twilio, and Companies House integrations in ByVeya settings
  • 3.Configure white-label branding: upload client logo, set custom domain, and apply color scheme
  • 1.Set up CRM contact records and pipeline stages for client's business
  • 2.Create project boards for ongoing tasks and deliverables
  • 3.Configure billing templates and Stripe subscription plans for client's customers
  • 1.Implement automation workflows for client onboarding and communication
  • 2.Test AI voice agents for inbound call handling and lead follow-up
  • 3.Integrate client's email and calendar into the communications hub
  • 1.Connect Facebook/Meta and Google ad accounts for campaign management
  • 2.Set up marketing automation sequences for lead nurturing
  • 3.Configure client portal access permissions for client staff and customers
  • 1.Train client staff on portal usage, including project tracking and billing
  • 2.Create documentation and video tutorials for client reference
  • 3.Run a pilot test with a small set of client leads to validate workflows
  • 1.Review pilot results and adjust automation rules and AI voice agent scripts
  • 2.Finalize client portal branding and ensure all integrations are stable
  • 3.Prepare a handover report summarizing configuration and usage guidelines
  • 1.Launch the portal for full client use
  • 2.Schedule a post-launch review meeting with client to gather feedback
  • 3.Document ongoing maintenance procedures for agency team
£49/mo for Starter plan (500 credits) up to £99/mo for higher tiers, plus setup time of 16 hours (valued at $100/hr = $1,600) and ongoing 4 hours/mo ($400/mo)5-7 days
ROI Logic

With a £49/mo ByVeya subscription, an agency can resell the white-label portal to a client for $610/mo (as per the Local Business Portal offer), yielding a gross margin of over 90% on the software cost alone. Even accounting for 4 hours/mo of maintenance at $100/hr, the monthly profit is around $170, and setup fees of $1,600 cover the initial effort.

Deliverables
  • White-labeled ByVeya portal with client branding and custom domain
  • Configured CRM with pipeline stages and contact records
  • Stripe billing templates and subscription plans for client's customers
  • Automation workflows for onboarding and lead follow-up
  • Client training documentation and video tutorials
Definition of Done

The client's branded ByVeya portal is live with all integrations (Stripe, Twilio, Companies House, Facebook/Meta, Google) functioning, client staff trained, and a pilot test completed successfully.

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