White-Label Client Contract Templates for Agencies: GHL Edition
You’re reselling GoHighLevel to clients. You’ve set your pricing, trained your team, and you’re ready to onboard the first paying customer. Then the question hits: What contract do they sign?
Most agencies skip this step or use a generic SaaS agreement that doesn’t fit white-label resale. The result: ambiguous support expectations, payment disputes, unclear overage terms, and messy cancellations.
This post includes three production-ready contract templates for different client scenarios:
- Starter Agreement — for solo coaches and small service providers (simple, 2 pages)
- Standard Service Agreement — for small agencies and scaling practices (comprehensive, 4 pages)
- Enterprise White-Label Agreement — for high-touch resell partnerships (detailed, 6 pages)
Each template covers pricing, support tiers, contact overages, data access, termination, and liability. All three are based on real GoHighLevel reseller deployments and have been tested with 80+ agencies.
⚠️ Critical Legal Disclaimer: This post is educational and is not legal advice. The templates below are provided as examples only. Before signing any contract with a client, you must:
- Have a qualified attorney licensed in your jurisdiction review the agreement
- Customize terms to match your specific business, support model, and pricing
- Ensure compliance with local consumer protection, SaaS, and data privacy laws
- Disclose any affiliate relationships or commission structures (if applicable)
We are not attorneys. We have no liability for contracts that use these templates without proper legal review. Use at your own risk.
Key Takeaways
- Three templates provided: Starter (2 pages, $299–$499/mo clients), Standard (4 pages, $499–$799/mo clients), Enterprise (6 pages, $800+/mo or resell partners)
- Core clauses all three templates include: Service description, pricing + overages, support SLAs, data access, termination rights, liability limits, confidentiality
- Support tier SLAs: Starter = email-only, 48-hour response; Standard = monthly check-in + Slack + 24-hour response; Enterprise = dedicated support manager + phone + weekly check-in
- Contact overages: Pro plan covers 500 contacts; $1.75/contact/month overage applies; templates clarify who pays (you or client) and when overages are billed
- Payment terms: Net 30 days standard; annual prepay discounts (typically 10–15%) encouraged to improve cash flow
- Data access & export: Client owns their data; templates include 30-day data export window upon termination; no hostage data
- Termination clauses: Month-to-month (can cancel anytime with 30 days’ notice); annual contracts (prepay discount but 30-day early-termination fee applies)
- Non-compete & confidentiality: Mild non-compete (client cannot directly contact your contacts/leads without permission for 6 months post-termination); standard NDA for both parties
- Liability cap: Typical cap is 12 months of fees paid; excludes IP infringement, data breach, and willful misconduct
- Customization checklist: 15-point review list ensures you adapt templates to your specific pricing model, support hours, jurisdiction, and affiliate disclosures
- Download formats: All three templates available as editable Word (.docx) files; customization guide included
⚠️ Legal Disclaimer (Top of Post)
THIS IS NOT LEGAL ADVICE.
The contract templates in this post are provided as educational examples only. They are based on GoHighLevel white-label resale use cases and have been tested with 80+ agencies, but they do not constitute legal advice and are not a substitute for consultation with a qualified attorney.
Before you sign any contract with a client, you must:
- Hire a qualified attorney licensed in your jurisdiction (or the client’s jurisdiction if different) to review and customize these templates
- Adapt the templates to your specific pricing, support model, data retention policy, and payment terms
- Ensure legal compliance with:
- Consumer protection laws (FTC regulations, state-level unfair practice rules)
- SaaS and software licensing laws
- Data privacy laws (GDPR if serving EU clients, CCPA if serving California clients, etc.)
- Local tax and employment laws (if you employ team members or contractors)
- Disclose affiliate relationships — If you earn a commission from GoHighLevel or any third-party vendor mentioned in the agreement, disclose this upfront in the contract or in a separate rider
- Test with your specific clients — Use an attorney who understands your business model and client base
Short n Sweet Digital is not responsible for any legal disputes, breaches, or liabilities arising from the use of these templates without proper attorney review.
Affiliate Disclosure
Short n Sweet Digital earns a commission when you sign up for GoHighLevel through the affiliate link provided in this post. You are not charged extra—the commission comes from GoHighLevel’s partner program budget. This disclosure is made in the interest of transparency. If you prefer to sign up directly without the affiliate link, visit https://www.gohighlevel.com and create an account—features and pricing are identical.
All contract terms, pricing advice, and recommendations in this post are based on our implementation experience with 80+ agencies, not on commission incentives.
Before You Use These Templates: A Customization Checklist
Not all of these templates will fit your business model exactly. Use this checklist to identify which sections you need to adapt:
| Customization Point | Starter | Standard | Enterprise | Your Notes |
|---|---|---|---|---|
| Company name & legal entity | [ ] Customize | [ ] Customize | [ ] Customize | Ensure it matches your business registration |
| Pricing & tiers | [ ] Check: Do you offer $299–$499/mo pricing? If different, update rates | [ ] Check: Do you offer $499–$799/mo? Update if tiered differently | [ ] Check: Do you offer $800+/mo or white-label resale? Adapt pricing section | Update “Client shall pay” clause with your actual pricing |
| Support hours & SLAs | [ ] Check: Email-only support within 48 hours? If you offer phone, remove “email-only” language | [ ] Check: Monthly check-in + Slack + 24-hour response? If different, update SLA section | [ ] Check: Dedicated manager + phone + weekly check-in? If different, update SLA | Do your support hours match the SLA in the template? |
| Contact overages | [ ] Include or exclude? Starter assumes GoHighLevel Pro (500 contacts). If you always use Unlimited, remove overage clause | [ ] Standard assumes Pro plan + overage clause. If you use Unlimited, simplify to flat rate | [ ] Enterprise assumes client may grow; includes tiered overage structure. If you grandfather rates, update | Who pays overages: you or client? Clarify in “Overage Costs” section |
| Support included (hours/month) | [ ] Starter: Email-only, no hours specified. Update if you include onboarding hours | [ ] Standard: 8 hours onboarding + monthly check-in included. If different, update section 3.2 | [ ] Enterprise: 20+ hours implementation + strategy. If different, update section 3.3 | How many support hours are genuinely included? Be honest—this affects margins |
| Payment terms | [ ] Check: Net 30 months standard. If you require upfront payment, change to “Net 0 (Due upon signing)” | [ ] Check: 10% annual discount if prepaid. If you offer different discount, update | [ ] Check: 15% annual discount for 12-month commit. If different, update | Do you prefer monthly or annual billing? Update payment schedule |
| Termination & early exit | [ ] Starter: Month-to-month, 30 days’ notice to cancel. If you require longer, update | [ ] Standard: Month-to-month or annual with 30-day early-exit fee. Specify which you offer | [ ] Enterprise: 12-month minimum with 30-day early-exit fee. If different, update “Term & Termination” section | Do you allow month-to-month or require annual commit? |
| Data export window | [ ] All three assume 30 days to export data post-termination. If you provide longer/shorter, update section 4.3 | [ ] All three assume 30 days to export data post-termination. If you provide longer/shorter, update section 4.3 | [ ] All three assume 30 days to export data post-termination. If you provide longer/shorter, update section 4.3 | How long after cancellation can clients download their data? |
| Liability cap | [ ] Starter: Capped at 1 month of fees. If you prefer higher or lower, update section 6.1 | [ ] Standard: Capped at 3 months of fees. If different, update section 6.2 | [ ] Enterprise: Capped at 12 months of fees. If different, update section 6.2 | What’s your risk tolerance? Higher cap = higher insurance needed |
| Non-compete clause | [ ] Starter: None. If you want non-compete, add to “Confidentiality & IP” section | [ ] Standard: 6-month non-compete (client cannot contact your leads). If you want different term, update section 5.1 | [ ] Enterprise: 12-month non-compete for resale partnerships. If different, update section 5.1 | Do you want a non-compete? How long? (6–12 months is typical) |
| Affiliate disclosure | [ ] Add rider: “Reseller earns commission from GoHighLevel.” Disclose in addendum or main contract | [ ] Add rider: “Reseller earns commission from GoHighLevel.” Disclose in addendum or main contract | [ ] Add rider: “Reseller earns commission from GoHighLevel.” Disclose in addendum or main contract | Are you earning commission from GHL or any vendor? Disclose in contract |
| Jurisdiction & governing law | [ ] Change “State of [Your State]” to your actual jurisdiction in section 7.1 | [ ] Change “State of [Your State]” to your actual jurisdiction in section 7.1 | [ ] Change “State of [Your State]” to your actual jurisdiction in section 7.1 | Which state/country’s laws govern disputes? |
| Data privacy & GDPR (if serving EU) | [ ] Not included. Add GDPR data processing addendum if serving EU clients | [ ] Not included. Add GDPR data processing addendum if serving EU clients | [ ] Not included. Add GDPR data processing addendum if serving EU clients | Do you serve EU clients? You’ll need a DPA (Data Processing Agreement) |
| Insurance & compliance | [ ] Not included. Verify you have E&O insurance before signing contracts | [ ] Not included. Verify you have E&O insurance before signing contracts | [ ] Not included. Verify you have E&O insurance before signing contracts | Do you have Errors & Omissions (E&O) insurance? Recommended for resellers |
| Attorney review date | Scheduled: _______ | Scheduled: _______ | Scheduled: _______ | Calendar a review appointment with your attorney BEFORE using these templates with clients |
Template 1: Starter Agreement (for Solo Coaches & Small Service Providers)
Best for: Clients paying $299–$499/month, minimal support needs, self-service model
Typical use case: Solo health coach, fitness studio owner, freelance consultant using GoHighLevel to manage scheduling and CRM
Length: 2 pages
Support model: Email-only, async support
What’s included: Pricing, basic support (email), contact overages, data access, cancellation, liability
GOHIGHLEVEL SAAS SERVICE AGREEMENT – STARTER TIER
THIS AGREEMENT IS NOT LEGAL ADVICE. REVIEW WITH YOUR ATTORNEY BEFORE SIGNING.
Effective Date: _________________
Between: [YOUR AGENCY NAME], a [State] limited liability company (“Reseller”)
And: _________________________ (“Client”)
1. SERVICE OVERVIEW
1.1 Service Provided. Reseller grants Client a non-exclusive, non-transferable license to use the GoHighLevel white-label platform (the “Service”) for Client’s business operations. The Service includes:
- CRM (contact management, tags, custom fields, lists)
- Automations (email, SMS, basic workflows)
- Landing pages and form builder
- Scheduling and calendar
- Integrations (Zapier, Stripe, PayPal, Google Calendar, etc.)
- White-label branding (Reseller’s logo and colors)
1.2 No Guarantee of Uptime. The Service depends on GoHighLevel’s infrastructure. Reseller does not guarantee 99.9% uptime. GoHighLevel’s standard SLA is 99.5% uptime. For details, see https://www.gohighlevel.com/legal.
1.3 Client Data. All data entered into the Service by Client (contacts, automations, messages, etc.) is owned by Client. Reseller does not own, control, or claim rights to Client’s data.
2. PRICING & PAYMENT
2.1 Base Monthly Fee. Client shall pay Reseller $__________ per month (the “Base Fee”), due on the 1st day of each month.
2.2 Payment Method. Payment shall be made via [credit card / bank transfer / check] to the following account:
[Account details]
2.3 Late Payment. If payment is not received by the 15th of the month, Reseller may suspend the Service until payment is received. A $25 late fee applies to invoices overdue by more than 15 days.
2.4 Contact Overages. The Base Fee includes up to 500 contacts in the GoHighLevel Pro plan. If Client exceeds 500 contacts, Client shall pay Reseller $2.50 per additional contact per month (Reseller’s cost is $1.75/contact; Reseller retains $0.75/contact markup).
Example: If Client has 750 contacts, the overage is 250 contacts × $2.50 = $625/month, billed in addition to the Base Fee.
2.5 Overage Billing. Overages are calculated on the 1st of each month based on contact count as of the previous day. Overages appear on the next invoice.
2.6 No Refund Policy. Monthly fees are non-refundable. If Client terminates mid-month, the full month’s fee applies.
3. SUPPORT & SERVICE LEVEL AGREEMENT (SLA)
3.1 Support Channel. Reseller provides email-only support at [support email address].
3.2 Response Time. Reseller will respond to support requests within 48 business hours. This is best-effort; Reseller does not guarantee a specific response time.
3.3 Support Scope. Support includes:
- Setup and configuration assistance (up to 2 hours initial onboarding, included in first month)
- Troubleshooting technical issues
- Feature guidance (e.g., “How do I set up an email automation?”)
Support does NOT include:
- Custom automation building (unless purchased separately as a service add-on)
- Third-party integrations (Reseller provides Zapier guidance; Zapier issues are Zapier’s responsibility)
- GoHighLevel account recovery (Reseller cannot reset logins; Client must use GoHighLevel’s recovery process)
3.4 No Phone Support. This tier does not include phone or chat support. Email is the primary channel.
4. DATA ACCESS & TERMINATION
4.1 Data Ownership. Client owns all data in the Service. Reseller does not own, sell, or use Client’s data for any purpose (including marketing).
4.2 Data Export. Upon termination, Client has 30 days to download and export all contacts, automations, and messages as CSV files. Reseller will provide a CSV export link upon request.
4.3 Deletion After Export Window. If Client does not export data within 30 days of termination, Reseller may delete all Client data from the GoHighLevel sub-account.
4.4 No Data Backup After Termination. Reseller does not back up or retain Client’s data post-termination. It is Client’s responsibility to export and store data before the 30-day window closes.
5. TERMINATION
5.1 Term. This Agreement begins on the Effective Date and continues on a month-to-month basis unless terminated by either party.
5.2 Cancellation by Client. Client may cancel at any time by providing Reseller with 30 days’ written notice via email. The final month’s fee is due in full.
5.3 Cancellation by Reseller. Reseller may cancel if Client breaches the Agreement (e.g., non-payment for 30+ days) or violates any terms. Reseller will provide 30 days’ notice unless the breach is material (e.g., illegal use of the Service).
5.4 Effect of Termination. Upon termination:
- Client’s access to the Service is immediately revoked
- Client has 30 days to export all data
- All fees owed are immediately due
6. LIABILITY & INDEMNIFICATION
6.1 Limitation of Liability. RESELLER’S TOTAL LIABILITY UNDER THIS AGREEMENT SHALL NOT EXCEED THE AMOUNT PAID BY CLIENT IN THE 12 MONTHS PRECEDING THE CLAIM, OR $500, WHICHEVER IS GREATER. THIS LIMITATION APPLIES TO ALL CLAIMS, INCLUDING CONTRACT, TORT, AND NEGLIGENCE.
6.2 Excluded Damages. Reseller is not liable for:
- Lost profits or lost revenue
- Loss of data or business interruption
- Indirect, incidental, or consequential damages
- Third-party claims
6.3 Exceptions. The liability cap does not apply to:
- Infringement of Client’s intellectual property
- Reseller’s gross negligence or willful misconduct
- Breach of confidentiality (Section 5)
6.4 Indemnification by Client. Client shall indemnify and defend Reseller against any third-party claims arising from Client’s use of the Service, including claims that Client’s content violates a third party’s rights.
7. CONFIDENTIALITY & INTELLECTUAL PROPERTY
7.1 Confidential Information. Each party shall keep the other’s confidential information (pricing, client lists, proprietary methods) confidential. This does not apply to information that is publicly available or independently developed.
7.2 IP Ownership. Reseller owns the GoHighLevel white-label platform and related IP. Client owns all content and data created within the Service (contacts, automations, messages, landing pages).
7.3 No Transfer of IP. Client does not acquire any rights to GoHighLevel’s code, branding, or proprietary systems.
8. GENERAL TERMS
8.1 Governing Law. This Agreement is governed by the laws of [Your State], without regard to conflict of laws.
8.2 Dispute Resolution. Any disputes shall be resolved by binding arbitration in [Your State], unless the claim is under $5,000, in which case either party may bring it in small claims court.
8.3 Entire Agreement. This Agreement constitutes the entire agreement between the parties and supersedes all prior understandings, whether written or oral.
8.4 Amendment. Reseller may amend this Agreement with 30 days’ written notice. Client’s continued use of the Service constitutes acceptance of the amendment.
8.5 Third-Party Service. The Service is provided by GoHighLevel LLC, which maintains its own terms of service at https://www.gohighlevel.com/legal. Reseller is not responsible for GoHighLevel’s uptime, data security, or policy changes.
SIGNATURE BLOCK
Reseller: _________________________________ Date: _________
Signature: _________________________________
Client: _________________________________ Date: _________
Signature: _________________________________
End of Template 1
Template 2: Standard Service Agreement (for Small Agencies & Growing Practices)
Best for: Clients paying $499–$799/month, moderate support needs, onboarding + ongoing check-ins
Typical use case: Small digital marketing agency managing 10–30 clients via GoHighLevel, fitness studio chain with multiple locations, coaching practice with assistant
Length: 4 pages
Support model: Onboarding (8 hours included) + monthly check-in call + Slack support + email
What’s included: Detailed pricing (tier structure, overages), comprehensive support SLAs, data access, implementation process, termination with early-exit fee option, liability caps, non-compete clause
GOHIGHLEVEL WHITE-LABEL SERVICE AGREEMENT – STANDARD TIER
THIS AGREEMENT IS NOT LEGAL ADVICE. REVIEW WITH YOUR ATTORNEY BEFORE SIGNING.
Effective Date: _________________
Between: [YOUR AGENCY NAME], a [State] limited liability company (“Reseller”)
And: _________________________ (“Client”)
1. SERVICE DESCRIPTION & OVERVIEW
1.1 White-Label Platform. Reseller grants Client a non-exclusive, non-transferable, non-sublicensable license to use the GoHighLevel platform (the “Service”), rebranded under Client’s logo and colors. The Service includes:
- CRM Module: Unlimited contacts (up to plan limit), custom fields, tags, lists, advanced segmentation
- Automation Module: Multi-step workflows, email sequences, SMS campaigns, conditional logic, time-based triggers, webhook integrations
- Communication Tools: Email marketing (built-in), SMS campaigns ($0.04/message billed separately), landing page builder, form builder
- Integrations: 50+ native integrations including Stripe, PayPal, Square, Zapier, Facebook Ads, YouTube, Google Calendar, Slack, Twilio
- Reporting & Analytics: Contact metrics, revenue reporting, appointment tracking, automation performance
- Mobile App: iOS and Android apps for contact management, scheduling, and payment entry
- Data Security: SSL encryption, GDPR compliance (if applicable), regular backups (performed by GoHighLevel)
1.2 White-Label Branding. The Service displays Client’s logo, colors, and domain (if Client provides custom domain). GoHighLevel branding is removed from Client-facing interfaces.
1.3 Service Availability. The Service is hosted on GoHighLevel’s infrastructure. Reseller does not control GoHighLevel’s uptime. Standard SLA is 99.5% uptime (excludes scheduled maintenance and force majeure events). For GoHighLevel’s full terms, see https://www.gohighlevel.com/legal.
1.4 Client Data Ownership. Client retains full ownership of all data (contacts, automations, messages, reports, etc.) entered into the Service. Reseller does not own, claim rights to, or use Client’s data without written permission.
2. SERVICE TIERS & PRICING
Client shall select one of the following tiers:
Tier A: Lite (for small practices, < 200 contacts)
- Monthly Fee: $499
- GoHighLevel Cost to Reseller: $199 (Pro plan, 500 contacts included)
- Reseller Profit: $300/month
- Included: All features in Section 1.1 + 8 hours onboarding + 1 monthly check-in call (30 min) + email support
Tier B: Pro (for growing agencies, 200–500 contacts)
- Monthly Fee: $699
- GoHighLevel Cost to Reseller: $199 (Pro plan) + estimated $100 overage buffer (buffer for 50–100 contacts, not guaranteed)
- Reseller Profit: ~$400/month (before overage costs)
- Included: All features in Section 1.1 + 8 hours onboarding + monthly check-in call (45 min) + Slack support channel + custom automation setup (up to 5 automations/month included)
Tier C: Enterprise (for agencies reselling, > 500 contacts)
- Monthly Fee: $899
- GoHighLevel Cost to Reseller: $299 (Unlimited plan)
- Reseller Profit: $600/month
- Included: All features in Section 1.1 + 20 hours implementation + unlimited automations + dedicated support (Reseller assigns a point person) + monthly strategy call (60 min) + quarterly business review
2.1 Pricing Election. Client shall select their tier on the Effective Date. Tier changes are allowed with 30 days’ notice; price increases take effect on the next billing cycle.
2.2 Monthly Billing. The selected monthly fee is due on the 1st of each month via [credit card / bank transfer / check]. Invoices are emailed on the last day of the prior month.
2.3 Annual Prepay Discount. If Client commits to 12 months of service and pays in advance, Reseller offers a 10% discount:
- Tier A: $499 × 12 × 0.9 = $5,389 (one payment)
- Tier B: $699 × 12 × 0.9 = $7,571 (one payment)
- Tier C: $899 × 12 × 0.9 = $9,709 (one payment)
2.4 Late Payment. Invoices are due Net 30 (30 days from invoice date). If payment is not received by day 45, Reseller may suspend the Service. A $35 late fee applies to invoices overdue by 30+ days.
2.5 Contact Overages. Tiers A and B are based on GoHighLevel Pro (500 contacts included). If Client exceeds 500 contacts:
- Overage Rate: $2.50 per contact per month
- Overage Calculation: On the 1st of each month, if contact count > 500, the excess is multiplied by $2.50 and billed on the next invoice
- Example: Client has 650 contacts. Overage = (650 − 500) × $2.50 = $375 billed in addition to the monthly tier fee.
- Tier C Unlimited: Tier C clients (Unlimited plan) have no contact overages.
2.6 No Refunds. Monthly service fees are non-refundable. If Client terminates mid-cycle, the full month’s fee applies. Overage fees are also non-refundable.
2.7 Price Increases. Reseller may increase prices with 30 days’ written notice. Increases are effective on the 1st of the month following the notice date. Existing clients locked in at current price for the remainder of their annual commitment (if applicable).
3. SUPPORT & SERVICE LEVEL AGREEMENT (SLA)
3.1 Support Channels. Support is provided via:
- Email: [support email]
- Slack: Direct message to [Slack handle] or #support channel
- Phone: By appointment (not 24/7 live; scheduled within 48 hours for urgent issues)
3.2 Response Times (SLA)
| Priority | Definition | Target Response Time | Resolution Target |
|---|---|---|---|
| P1 (Critical) | Service is down or unusable | 4 hours | 24 hours |
| P2 (High) | Core functionality impaired | 8 hours | 48 hours |
| P3 (Medium) | Feature not working as expected | 24 hours | 5 business days |
| P4 (Low) | Enhancement request or general question | 48 hours | Best effort, 10 business days |
3.3 Support Included Per Tier
Tier A (Lite) Support:
- Initial onboarding: 8 hours (first month)
- Monthly check-in: 30-min call (no more than 1 per month)
- Email support: Unlimited
- Scope: Setup, basic troubleshooting, feature guidance
Tier B (Pro) Support:
- Initial onboarding: 8 hours (first month)
- Monthly check-in: 45-min call
- Slack support: Direct messaging during business hours (Mon–Fri, 9am–6pm [Your Timezone])
- Automation setup: Up to 5 custom automations/month included
- Email support: Unlimited
- Scope: Setup, troubleshooting, advanced feature guidance, custom workflow design
Tier C (Enterprise) Support:
- Initial implementation: 20 hours (first month)
- Dedicated support person: Assigned to Client’s account
- Monthly strategy call: 60 minutes (scheduled monthly)
- Quarterly business review: Full strategy session + optimization recommendations
- Slack support: Priority access; 2-hour response target
- Phone support: Direct phone line during business hours
- Automation setup: Unlimited
- Scope: Everything in Pro, plus proactive optimization, strategy guidance, account management
3.4 Overage Support Hours. Support hours beyond those included in each tier are available at $150/hour (Tier A), $125/hour (Tier B), or $100/hour (Tier C).
3.5 Support Exclusions. Support does NOT include:
- Third-party integrations (Zapier, Stripe, Facebook Ads, etc.) — Support is GoHighLevel guidance only; vendor issues are the vendor’s responsibility
- Custom software development (e.g., building a custom CRM field type)
- Hosting, domain, or email service setup (Client’s responsibility)
- GoHighLevel account recovery or password resets (Client uses GoHighLevel’s recovery process)
- Data migration from other platforms (available as a paid add-on service)
3.6 Business Hours. Support response times are during business hours (Mon–Fri, 9am–6pm [Your Timezone]), excluding holidays. Weekend/evening support is not available at this tier.
3.7 Service Uptime. While Reseller uses reasonable efforts to maintain Service availability, Reseller does not guarantee 99.9% uptime. GoHighLevel’s standard SLA is 99.5% (per Section 1.3). During outages, Reseller is not liable for any damages or losses.
4. IMPLEMENTATION & ONBOARDING
4.1 Kickoff Meeting. Within 5 days of the Effective Date, Reseller schedules a kickoff call (30 min) to:
- Confirm support tier and expectations
- Review Client’s use case and goals
- Establish onboarding timeline
4.2 Onboarding Deliverables (Tier A & B: 8 hours; Tier C: 20 hours)
- Setup Client’s white-label branding (logo, colors, domain)
- Configure CRM (custom fields, tags, import existing contacts if provided)
- Design 2–5 initial automations based on Client’s workflows (Tier A: 2;
