ClientsDashboard White-Label Threshold
ClientsDashboard's white-label capability, available only on Professional ($149/mo) and Enterprise ($199/mo) plans, transforms the platform from an internal ops tool into a sellable client portal. The framework: assess whether your client base values a consolidated, branded dashboard enough to justify the recurring seat cost. For a marketing agency with 20 clients, the Professional plan costs $149/mo, which can be bundled into a $420/mo 'ClientsDashboard Local Starter' retainer (as in the productized offer), yielding margin. But if clients prefer email or don't need a portal, the white-label premium is wasted. Use the axis: client engagement (high vs. low) versus portal value (high vs. low). Only invest in white-label when clients will actively log in, submit tasks, and pay invoices through the portal. Otherwise, stick to internal use on Starter ($99/mo) and avoid the upgrade.
By InnovaAI ResearchPublished
“White-label value → retainer viability”
ClientsDashboard's white-label capability, available only on Professional ($149/mo) and Enterprise ($199/mo) plans, transforms the platform from an internal ops tool into a sellable client portal. The framework: assess whether your client base values a consolidated, branded dashboard enough to justify the recurring seat cost. For a marketing agency with 20 clients, the Professional plan costs $149/mo, which can be bundled into a $420/mo 'ClientsDashboard Local Starter' retainer (as in the productized offer), yielding margin. But if clients prefer email or don't need a portal, the white-label premium is wasted. Use the axis: client engagement (high vs. low) versus portal value (high vs. low). Only invest in white-label when clients will actively log in, submit tasks, and pay invoices through the portal. Otherwise, stick to internal use on Starter ($99/mo) and avoid the upgrade.