Operating ProcedureExecution layer

White-Label Reseller Margin Review (Retention)

A checklist with 7 steps: Pull the trailing 90 days of hosting and builder spend per client account.

By InnovaAI ResearchPublished

What are the steps?

checklist

White-Label Reseller Margin Review (Retention)

  1. 01

    Pull the trailing 90 days of hosting and builder spend per client account

    Separate platform subscription cost from pass-through domain, SSL, and email fees so the margin math reflects what the agency actually controls.

  2. 02

    Map every account to its resale tier and confirm the tier still matches the client's current site count

    A client that started with one brochure site and now runs four landing pages is usually still billed at the single-site rate, which quietly erodes the retainer.

  3. 03

    Flag any account where gross margin on the build-and-host line falls below 40 percent

    Below that threshold the account is funding platform overhead rather than agency labor, and it becomes a candidate for repricing or migration at renewal.

  4. 04

    Check whether the platform's white-label controls are actually enabled on each resold site

    Sitejet Studio and InstaWP both support branded client portals and checkout, but the branding toggle is per-project and easy to leave off after a rushed launch.

  5. 05

    Verify that client-facing invoices and dashboards carry agency branding, not vendor branding

    A client who sees the underlying platform name in a footer or login screen has a direct path to buying the same subscription without the agency.

  6. 06

    Reconcile platform price changes against the client contract before the next renewal date

    Builder and managed hosting vendors adjust plan pricing on their own schedule; contracts without a pass-through clause absorb that increase silently.

  7. 07

    Document the repricing or migration recommendation and route it to the account owner 60 days before renewal

    Sixty days leaves room for a client conversation and a rebuild window if the account needs to move to a lower-cost stack.