Looking to offer advanced sales automation tools without building them from scratch? Closely’s white label solution lets marketing agencies provide LinkedIn and multichannel outreach services under their own brand. It’s a cost-effective way to expand your services and boost client satisfaction.
Key Highlights:
- All-in-One Platform: Includes LinkedIn automation, email outreach, team management, and analytics.
- Affordable Pricing: Plans start at $49/month, with white label features included.
- Scalable Features: Support for multiple LinkedIn and email accounts to grow with your agency.
- Customization: Add your branding – logo, colors, and templates – for a seamless client experience.
- Ease of Use: No coding required, with 24/7 support and training resources available.
Getting Started:
- Set Goals: Define what you want to achieve – new services, better analytics, or streamlined operations.
- Prepare Resources: Secure LinkedIn accounts, email domains, and CRM integrations.
- Customize: Add your branding and adjust templates to fit your agency’s style.
- Train Your Team: Ensure everyone understands the platform’s features and benefits.
Why It Matters:
This solution helps agencies scale efficiently, retain their brand identity, and simplify operations – all while delivering high-quality services to clients. Whether you’re a small agency testing the waters or managing a large client base, Closely’s platform provides a flexible way to grow.
Pro Tip: Start with a pilot program to refine your processes before a full rollout.
Preparing for Implementation
Setting Business Goals
To successfully implement Closely’s white label solution, start by defining clear and actionable objectives. This step ensures that the integration aligns seamlessly with your agency’s growth plans.
Pinpoint specific goals, like expanding your service offerings without the need for costly in-house development [1]. For instance, you might want to offer LinkedIn automation, run multichannel outreach campaigns, or provide clients with detailed analytics and reporting tools.
It’s also crucial to maintain your brand’s identity throughout the customer experience. Closely’s white label features allow you to present these automation tools under your agency’s branding, which can strengthen client relationships and help distinguish you in the market.
Another key factor is data ownership and compliance. Agencies often prioritize direct control over client data and adherence to U.S. compliance standards. While Closely handles LinkedIn policies and email deliverability, you should define how these elements fit into your broader data management strategy.
Lastly, gauge customer needs through client feedback and market research [2]. Once your goals are clear, ensure your technical setup can support them effectively.
Technical Requirements and Resources
Getting your technical infrastructure ready is a must. While Closely’s platform is designed to integrate with your current systems, there are a few essentials to address:
- LinkedIn Accounts: Assess how many accounts you’ll need based on your client roster and campaign volume. Refer to the Pricing Plans Overview for details on account limits.
- Email Domains: Set up dedicated email domains and configure DNS settings to ensure reliable deliverability. Properly warm up and authenticate your domains to maintain a strong sender reputation. Closely supports unlimited email accounts across all plans.
- CRM Integration: Ensure compatibility with popular CRM systems like Salesforce and HubSpot. Test these connections during setup and document workflows to ensure smooth data transfers.
- Security Measures: Implement multi-factor authentication (MFA) and role-based access control (RBAC) [4]. Regularly perform security audits and penetration testing to safeguard your systems.
- Team Training: Train your team on the platform’s features and benefits. Create internal documentation to address common client questions, troubleshooting tips, and best practices for managing campaigns [3].
- Service Agreements: Establish clear Service Level Agreements (SLAs) with Closely to ensure timely updates and dependable support [3].
By addressing these areas, you’ll set the stage for a smooth and efficient implementation.
Pricing Plans Overview
Choosing the right pricing plan is key to balancing your agency’s needs with your budget. All plans include white label features, so there’s no extra cost for branding.
| Plan | Monthly Price | LinkedIn Accounts | Credits | Best For |
|---|---|---|---|---|
| Starter | $49 | 1 | 1,000 | Small agencies testing the platform |
| Growth | $127 | 3 | 3,000 | Growing agencies with multiple clients |
| Essential | $205 | 5 | 5,000 | Established agencies with larger client bases |
| Custom | $350 | 10 | Custom | Large agencies with extensive automation needs |
The credit system offers flexibility for various features like email verification, phone number lookup, and AI personalization. For example, 1,000 credits could cover 250 email verifications, 50 phone lookups, or 500 AI personalizations, depending on your campaign’s needs.
This tiered pricing structure allows you to scale as your client base grows [5]. When setting your own pricing strategy, focus on delivering value rather than simply marking up Closely’s costs. Bundling the white label service with your existing offerings can create more attractive, high-value packages.
Factor in your internal costs for campaign management, client support, and ongoing optimization when determining your pricing. Regularly review and adjust your strategy as you add features or increase the value you deliver to clients [6]. Transparency is essential – avoid hidden fees that could damage client trust [5].
Step-by-Step Implementation Guide
Accessing the White Label Dashboard
Start by logging into your Closely account, then navigate to your branded Sales Engagement Platform on your assigned subdomain [7]. Once inside, head to the white label section. This is where you can handle everything from managing platform roles and permissions to inviting team members and assigning multiple administrators. It also allows you to oversee all client accounts from one centralized location [7]. The dashboard keeps the interface you’re familiar with but adds advanced administrative features like monitoring client campaigns and managing billing. For a seamless branded experience, you can even link the platform to your custom domain.
To keep things running smoothly, assign both primary and secondary administrators. This approach simplifies account management and sets the stage for scaling your operations. Once the setup is complete, you can start customizing the platform to match your agency’s brand.
Setting Up Branding Elements
No coding? No problem. You can easily personalize the platform to reflect your brand. Begin by uploading a high-resolution version of your logo so it’s prominently displayed across the dashboard and in client reports. After that, adjust the color scheme to align with your brand’s visual identity, ensuring a polished and professional appearance.
For consistency, consider creating a style guide that outlines your brand’s color codes, logo usage, and design standards. This will help maintain a unified look across all touchpoints.
Connecting Accounts and Integrations
To unlock the full potential of the platform, connect the necessary accounts. Start by securely linking your LinkedIn accounts through the dashboard. Then, follow the on-screen prompts to integrate your email systems, selecting the connection method that works best for you.
If your workflow includes CRM tools or webhooks, you can configure these integrations directly within the platform. Lastly, make sure to set the correct time zone to avoid any scheduling mishaps.
Customization and Branding Options
Customization is key to creating a seamless client experience that strengthens brand loyalty and recognition. Every interaction should reflect your agency’s identity, instilling confidence and trust. Let’s explore how to fine-tune your campaign templates and maintain consistent branding to connect with your U.S. audience effectively.
Customizing Campaign Templates
Campaign templates are the backbone of your outreach efforts, but they need to resonate with the American market. Start by tweaking the default settings to align with U.S. conventions – think MM/DD/YYYY date formats, dollar signs ($), and American spelling. These small adjustments help your communication feel more familiar and relatable.
When it comes to email notifications, personalization is everything. Use tokens to craft greetings that mirror your brand’s tone. For instance, instead of the generic "Hello User", you could write, "Hi [First Name], welcome to [Your Agency Name]’s platform!" This simple tweak makes the interaction feel warmer and more personal.
Leverage AI-powered personalization features to refine your templates further. Adjust these tools to match the American business style, which often leans toward directness and results-oriented messaging. Whether your brand voice is professional or casual, ensure the tone reflects your agency’s personality. For example:
- Tech startups: Use a conversational tone with a focus on growth and innovation.
- Financial services: Opt for a reserved, professional tone that emphasizes compliance and security.
Finally, ensure your templates are visually and functionally consistent with your brand. From fonts to layout, everything should align with your agency’s identity to create a cohesive experience.
Maintaining Brand Consistency
Consistency across all touchpoints reinforces your brand and enhances the client experience. By integrating your agency’s sales automation tools into a unified branded interface, you make your platform feel like an extension of your services.
Start by applying your style guide across the platform. Use your primary and secondary color palettes for buttons, links, and notifications. These small details make a big impact, ensuring every interaction reflects your brand.
Regular testing is crucial. Check for consistency across devices and browsers, looking out for branding mismatches, navigation issues, or functionality glitches caused by customizations. Set up a quarterly review process to audit your platform and make updates as needed, especially if your brand identity evolves.
Don’t forget to customize the platform’s design to align with your aesthetic. Whether your brand leans toward a clean, modern look or a more traditional style, use fonts, layouts, and other design elements that reinforce your identity.
The ultimate goal? To create an experience so cohesive and branded that clients don’t even realize they’re using a third-party platform. When done right, your white label solution feels like a natural extension of your agency, strengthening client relationships and driving growth.
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Best Practices for Adoption and Support
After a successful implementation, the next step is ensuring your white label solution becomes a valuable asset for your agency. Launching the platform is just the beginning – true success lies in driving adoption and maintaining long-term effectiveness. This requires strategic efforts to encourage usage, leveraging support resources, and managing the platform to deliver consistent results.
Getting Teams and Clients to Use the Platform
Encouraging adoption starts with identifying internal champions – team members who can lead by example. These individuals can provide training, answer questions, and create a sense of familiarity, making the transition smoother for hesitant users.
Offer targeted training sessions that focus on practical, real-world applications. For instance, show how the unified inbox streamlines communication or demonstrate time-saving features, rather than relying on generic overviews.
It’s also important to set clear metrics to track adoption. Monitor activities like login frequency, campaign creation, and feature usage. Establish realistic goals to measure engagement with the platform’s key tools.
For clients, transparency is key. Clearly explain how the branded platform improves their experience, such as faster response times, better campaign monitoring, and more personalized communication. Providing quick-start guides with your agency’s branding can help clients get comfortable during their first few weeks.
Another effective strategy is peer mentoring. This approach aligns well with U.S. business practices, where collaborative learning fosters a supportive environment. It allows users to share insights and build confidence through hands-on experience.
Once adoption is underway, tapping into available support resources ensures continued progress and smooth operations.
Using Available Support Resources
Closely offers a variety of support tools designed to keep your agency running efficiently. One standout feature is the 24/7 customer support chat, which is especially useful for agencies working across time zones or managing urgent projects outside normal business hours.
Your assigned customer success manager is another vital resource. They provide strategic advice, help with complex troubleshooting, and keep you informed about upcoming features. Regular check-ins – whether monthly or quarterly – can help you stay ahead of potential issues and identify new opportunities to optimize the platform.
The platform’s knowledge base is a treasure trove of troubleshooting tips, feature guides, and best practices. Encourage your team to bookmark frequently used articles and share helpful resources to reduce reliance on support tickets for minor issues.
To streamline communication with Closely’s support team, designate a single point of contact within your agency. This avoids duplicate tickets, ensures consistent messaging, and simplifies issue resolution. Additionally, taking advantage of onboarding and training resources for new team members ensures a seamless introduction to the platform while reinforcing your agency’s professionalism.
These support systems provide the stability needed for effective long-term management.
Managing the Platform Long-Term
Once the platform is up and running, ongoing management is essential to maintain its performance and align it with your agency’s evolving needs. Regularly review key metrics like campaign open rates, response rates, and client satisfaction to identify areas for improvement before they become major issues.
Quality assurance processes should include routine reviews of content, design, and performance. As your agency grows, ensure that your branded elements remain aligned with your identity and adhere to modern design standards.
Keep an eye on your tech stack. As you adopt new tools or update existing ones, verify that your white label solution integrates smoothly. Schedule regular checks to test data flows, API connections, and automated processes to prevent disruptions.
Stay informed about industry developments and platform updates. When Closely introduces new features, evaluate how they can enhance your services and improve the client experience. Document which updates deliver the most value so you can prioritize their adoption.
Maintain open communication with Closely. Share feedback on platform performance, suggest new features, and discuss challenges. This collaboration helps ensure the platform evolves to meet your agency’s goals.
Finally, as your agency grows, regularly reassess your processes, training materials, and support systems. What works for a small team may require adjustments as you scale, so set clear expectations and continuously refine your approach to meet the demands of a larger operation.
Conclusion and Key Takeaways
Closely’s white label solution offers U.S. marketing agencies a powerful way to expand their services while keeping their brand identity intact and streamlining operations. From setup to long-term management, the steps outlined above provide agencies with a clear plan to scale effectively without needing to develop extensive in-house expertise.
The financial advantages are hard to ignore. By bypassing hefty investments in resources, training, and infrastructure, agencies can still deliver high-quality services. This allows them to focus on what they do best while tapping into specialized tools like LinkedIn automation and email outreach.
Scalability is another major win. Agencies can take on more clients without a matching increase in overhead costs, opening up new revenue streams through expanded service offerings. The flexibility to adapt to changing client needs and market trends positions agencies as all-in-one solution providers. This cost-efficient model makes it easier to achieve measurable growth without a heavy upfront investment.
To get started, focus on three key areas: assess your current service gaps, set clear performance metrics using SMART criteria, and choose a Closely plan that aligns with your growth goals. For instance, the Starter plan at $49/month is a great entry point, with room to scale as your client base grows.
A smart first step is launching a pilot program. This lets you fine-tune processes before rolling out the solution across your entire client base. Such a measured approach ensures quality while building confidence in the platform’s capabilities.
Success also hinges on maintaining open communication. Regularly review performance metrics and gather client feedback to make improvements. Closely’s 24-hour support chat and dedicated customer success managers provide the assistance you need to address challenges quickly and keep operations running smoothly.
White labeling gives agencies a competitive edge by enabling them to offer full-service, multi-channel campaigns while still delivering the personalized attention clients value. This approach is especially appealing as businesses increasingly prefer working with a single, reliable partner rather than juggling multiple vendors.
Finally, treat your white label solution as a dynamic tool. Regularly evaluate performance, client satisfaction, and market trends to make adjustments that keep your agency competitive in a fast-changing marketplace.
FAQs
How does Closely’s white label solution protect data and comply with U.S. regulations?
Closely’s white label solution places a strong emphasis on data security, aligning with key U.S. regulations like HIPAA, SOC 2, and PCI DSS. These frameworks are crafted to protect sensitive information and meet stringent regulatory demands.
By implementing advanced encryption methods, secure data storage practices, and conducting regular audits, Closely keeps your clients’ data safe while ensuring full compliance with U.S. legal and industry standards.
Why is starting with a pilot program beneficial before fully adopting Closely’s platform?
Starting with a pilot program comes with plenty of perks. It gives you the chance to spot and tackle potential issues right from the start, paving the way for a smoother experience when it’s time for the full rollout. Testing the platform on a smaller scale helps you keep risks in check, manage costs better, and collect useful feedback to refine your strategy.
This phased approach doesn’t just build confidence – it also fine-tunes the platform to align with your specific goals, setting the stage for a more streamlined and successful full implementation.
How can marketing agencies integrate Closely’s platform with their existing CRM systems like Salesforce or HubSpot?
Integrating Closely with CRM Systems
Connecting Closely’s platform with popular CRM systems like Salesforce or HubSpot is both simple and efficient. You have the flexibility to use native integrations or third-party tools to ensure smooth data synchronization. These methods make it possible to handle automatic data transfers, enjoy real-time updates, and maintain consistent alignment between your marketing and sales data.
With pre-built integrations or APIs, you can simplify workflows, cut down on manual tasks, and guarantee accurate data sharing across platforms. This not only saves time but also improves data reliability, helping you make smarter decisions and execute campaigns more effectively.