Implementation BlueprintExecution layer

Tasksession White-Label Reseller Launch (7-10 days)

Agencies deploy Tasksession on their own infrastructure, rebrand it end to end, and package it as a branded client portal retainer for creative, SEO, marketing, and web development clients. Time: 7-10 days.

By InnovaAI ResearchPublished

Project Management Tools

How do you implement it?

Blueprint

Tasksession White-Label Reseller Launch (7-10 days)

Agencies deploy Tasksession on their own infrastructure, rebrand it end to end, and package it as a branded client portal retainer for creative, SEO, marketing, and web development clients.

Prerequisites
  • A server or VPS with enough capacity to self-host Tasksession, plus a domain you control for the white-label portal
  • A signed client (or pilot client) willing to use a branded project and invoicing portal
  • Brand assets ready: logo, color palette, and the custom domain the portal will live on
  • A decision on which Tasksession plan you are buying: Starter at $4.92/month on annual billing, or the Founder Plan at $249 one-time with pay once, use for 5 years
  • A support and backup routine for the self-hosted instance, since infrastructure responsibility sits with the agency
Execution Timeline
  • 1.Deploy Tasksession on your own infrastructure and confirm the instance loads cleanly
  • 2.Verify the core modules you plan to sell: projects and task management, CRM and deal pipeline, invoicing, time tracking, and the client portal
  • 3.Record your vendor cost basis from the published tiers: Starter at $4.92/month annual, or Founder Plan at $249 one-time
  • 1.Rebrand the interface end to end using the 100% white-label capabilities: your logo, your colors, your domain
  • 2.Point the client portal at the custom domain and confirm the branded login and portal pages render correctly
  • 3.Set the platform name and any client-facing labels so nothing reads as Tasksession to the end client
  • 1.Load client and lead contact data into the CRM and build the first deal pipeline stages
  • 2.Create the first project with tasks, milestones, and deadlines for the pilot client
  • 3.Assign team members and confirm real-time team chat works across the workspace
  • 1.Configure the client-facing portal so the client can view project status and payments
  • 2.Set up milestone-based invoicing and connect it to the project milestones you created
  • 3.Turn on time and attendance tracking for the delivery team working the account
  • 1.Test email tracking and the AI-powered task automation on a live project
  • 2.Run a full client-view walkthrough: project status, invoices, and portal access from the client's side
  • 3.Fix any branding or permission gaps found in the walkthrough
  • 1.Write the client-facing onboarding note explaining how to log in to the branded portal and where to see project status and invoices
  • 2.Record a short training walkthrough for the client team covering task management and portal usage
  • 3.Confirm the backup and security patch routine for the self-hosted instance is documented
  • 1.Hand the branded portal to the pilot client and run the first live project cycle inside it
  • 2.Collect feedback on portal clarity and invoice visibility
  • 3.Decide whether to keep the Starter plan at $4.92/month annual or move to the Founder Plan at $249 one-time for the 5-year term
  • 1.Package the offer as a monthly retainer with a defined scope: branded portal, project tracking, invoicing, and CRM pipeline
  • 2.Document the delivery checklist so a second client can be onboarded without rebuilding the setup
  • 3.Note the integration limits (Google Drive and WooCommerce only) and how you will work around client tech stacks outside those two
Vendor cost is $4.92/month on annual billing for the Starter plan, or $249 one-time for the Founder Plan with pay once, use for 5 years. Add server and domain costs for the self-hosted instance. A single client retainer at $290/mo covers the vendor cost many times over.7-10 days
ROI Logic

The Starter plan at $4.92/month on annual billing supports unlimited users with no per-seat fees, so the vendor cost stays flat no matter how many client seats you add. A single Tasksession Local Business Starter retainer at $290/mo against that $4.92/month vendor cost leaves the bulk of the retainer as agency margin, and the Founder Plan at $249 one-time removes the recurring vendor cost entirely for 5 years. The margin holds because the platform is self-hosted and white-labeled, so clients pay for your branded portal rather than a per-seat SaaS subscription.

Deliverables
  • A self-hosted, fully white-labeled Tasksession instance running on the agency's domain with the agency's logo and colors
  • A configured client workspace with CRM deal pipeline, project tasks and milestones, and milestone-based invoicing
  • A branded client portal the end client can log into to view project status and payments
  • A recorded training walkthrough and client onboarding note for the branded portal
  • A repeatable delivery checklist for onboarding the next client onto the same instance
Definition of Done

The pilot client logs into the branded Tasksession portal on the agency's domain, sees live project status and an invoice, and the agency has a documented checklist to repeat the setup for the next client.

Open the Tasksession courseTasksession decision recordBrowse the Academy

More on Tasksession

More for Project Management Tools