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?
White-Label Reseller Margin Review (Retention)
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.