OrbitSpark White-Label Client Onboarding Sprint (5-7 days)
A five-day delivery sprint that stands up one paying SMB client on OrbitSpark's five engines (Sites, CRM, Forms, SEO, AI) under the agency's own domain, so the agency can bill a recurring retainer instead of hourly build work. Time: 5-7 days.
By InnovaAI ResearchPublished
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OrbitSpark White-Label Client Onboarding Sprint (5-7 days)
A five-day delivery sprint that stands up one paying SMB client on OrbitSpark's five engines (Sites, CRM, Forms, SEO, AI) under the agency's own domain, so the agency can bill a recurring retainer instead of hourly build work.
- OrbitSpark agency tenant created and Tier 01 at 29 €/month active, with the lifetime price lock confirmed in writing before any client work begins
- A friendly pilot client under contract, with DNS access to their domain and a named staff contact for the lead-management walkthrough
- White-label surfaces verified inside the actual UI: custom domain attachment, branded login, footer removal, and support email replacement, with confirmed versus promised items documented
- Client's core service workflows mapped (what counts as a lead, who owns follow-up, which form fields are mandatory)
- A recorded walkthrough tool and a shared folder for handover assets, since booking and invoicing engines do not ship until Q3 2026
- 1.Create the client tenant under the agency account and confirm unlimited client tenants is active on the current tier
- 2.Attach the client's custom domain and verify branded login and footer removal render correctly on a live page
- 3.Replace the default support email with the agency's address and screenshot each white-label surface for the client file
- 1.Build the client site in the Sites engine: home, one service page per core offer, and a contact page
- 2.Set SEO metadata, generate the sitemap, and add local schema markup for the client's service area
- 3.Publish to the client's domain and confirm edge hosting resolves without the agency's branding leaking through
- 1.Create the lead capture form or multi-step funnel in the Forms engine with the mandatory fields agreed on day 1
- 2.Confirm submissions land in the per-tenant CRM and map each form to the correct deal pipeline stage
- 3.Test a submission end to end from a mobile device and a desktop browser, then log both results
- 1.Configure the CRM pipeline stages to match the client's actual sales motion, not the default template
- 2.Trigger the AI follow-up sequence on a test lead and review the generated copy against the client's tone
- 3.Set lead scoring rules so the client's staff can see which enquiries deserve a same-day call
- 1.Run the recorded walkthrough of the lead management dashboard with the client's named staff contact
- 2.Hand over the login, the pipeline map, and a one-page guide covering form submissions and follow-up
- 3.Agree the monthly retainer scope: what the agency maintains, what the client owns, and the response window
- 1.Audit the first 72 hours of live submissions for duplicates, spam, or misrouted leads
- 2.Adjust form fields or scoring thresholds where the first real leads exposed a gap
- 3.Send the client a short written summary of leads captured and pipeline value created in week one
- 1.Document which OrbitSpark surfaces are confirmed versus promised, so the next client onboarding reuses the same checklist
- 2.Confirm the vendor cost basis of 29 €/month still holds and note the Tier 02 step to 39 € if the agency adds a second seat
- 3.Book the 30-day review call and add the client to the recurring revenue schedule
One OrbitSpark subscription at 29 €/month covers unlimited client tenants, so the platform cost stays flat while each additional client adds retainer revenue. An agency running the Local Presence Starter pattern at $330/mo per client reaches break-even on the tool cost with the first client and keeps roughly 90 percent of every subsequent retainer as gross margin, before the 12 hours of setup and 2 hours per month of delivery time.
- Live white-labelled client site on the client's own domain, built in the Sites engine with SEO metadata, sitemap, and local schema markup
- Per-tenant CRM pipeline with deal stages, lead scoring rules, and an AI follow-up sequence tuned to the client's tone
- Form or multi-step funnel wired to the CRM, with a tested submission log from mobile and desktop
- Recorded walkthrough of the lead management dashboard plus a one-page staff guide
- White-label verification sheet listing which OrbitSpark surfaces are confirmed versus promised, reusable for the next client
The client's staff can log in to their own branded portal, see a live lead in the CRM pipeline, and the agency has a signed monthly retainer covering OrbitSpark maintenance and follow-up.
More on OrbitSpark
- StrategyWhy OrbitSpark Turns a 5-Client Agency Into a Recurring Revenue Machine
- ConceptOrbitSpark Tenant Margin Curve
- Evaluation RuleWhen to Adopt OrbitSpark: Consolidating a 5 to 25 Client Stack Before Q3 2026
- Decision FrameworkOrbitSpark: Buy vs Skip (Small Agency White-Label Consolidation)
- Failure PatternWhy Agencies Fail With OrbitSpark When They Sell Tenants Before the White-Label Surfaces Are Verified
- Operating ProcedureOrbitSpark Client Workspace Setup (Onboarding)