A clear brief. Useful deliverables.

White-label support

Add scoped research and documentation support behind your agency or consultancy’s work. Your team owns the client relationship, decisions and final approval.

Custom quote
Scope agreed for your projectDeliverables, inputs, review allowance, timing and price confirmed before starting
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Confirm the scope and price first · Approve the finished work before paying

At a glance

Who it fits
Agencies and consultancies with a defined research or documentation assignment.
What you receive
Agreed research, sales content or delivery documents in your templates, with source notes and handover.
Scope basis
Agree permissions, confidentiality, branding, reviewer and scope. Your team retains the client relationship and final approval.
Details on this page
  1. Work that can support your team
  2. Agree the working relationship first
  3. When this fits
  4. Useful inputs
  5. A workflow that fits your delivery process
  6. Checks that travel with the work
  7. Start with one defined assignment

Work that can support your team

  • Source-linked account research, meeting briefs and focused industry research.
  • Customer-story drafts, proposal-support material and evidence/claim registers.
  • Requirements summaries, acceptance checklists, implementation handoffs, training guides and SOPs.
  • Document cleanup and agreed spreadsheet preparation with changes and unresolved issues recorded.
  • Editable work in your agreed templates, with source notes, version labels and a handover to your named reviewer.

Choose a defined assignment or discuss an ongoing work list. This arrangement coordinates the existing services; it is not a separate unlimited service bundle.

Agree the working relationship first

White-label work is quoted individually. Agree the assignment, client-material permissions, source access, confidentiality, permitted tools, attribution or branding, ownership and reuse terms, reviewer, revision allowance, timing and price before work starts.

Your agency or consultancy remains responsible for its client commitments and final approval. White-label means the agreed deliverable can use your branding; it does not authorize impersonation, invented credentials, false endorsements or a misleading claim about who performed regulated work.

No direct client contact, subcontracting commitment, production access, publication or action on your behalf is included without a separate explicit agreement. Do not send information your client has not authorized you to share. No staffing capacity, exclusivity or urgent turnaround is guaranteed by an inquiry.

When this fits

Your team needs a defined research or documentation task completed within its own delivery process: preparing for discovery, turning approved project evidence into a case study, or producing a clearer implementation handoff.

Start with one assignment to establish the brief, review process and useful output. Ongoing support can then be scoped around agreed priorities.

Useful inputs

  • Your brief, the end-reader’s needs, deliverable format and acceptance criteria.
  • Authorized source material, client-sharing restrictions and permitted tools.
  • Your templates, terminology, attribution/branding requirements and known decisions.
  • A single review contact, consolidated feedback and any deadline to consider.

Use a high-level description in the inquiry. Confidential project material belongs in the sharing arrangement we agree together.

A workflow that fits your delivery process

  1. Confirm a written brief, permissions, boundaries and how questions will be resolved.
  2. Prepare the agreed research or documentation with source references and open issues.
  3. Send a review copy to your named contact and incorporate the agreed consolidated feedback.
  4. You approve the completed work; final editable files and handover follow confirmed payment.

Client-facing publication and presentation remain with your team unless separately scoped.

Checks that travel with the work

  • Use the source, reconciliation or documentation checks appropriate to the assignment.
  • Keep claims traceable and mark missing evidence and unresolved decisions.
  • Check the agreed template, terminology, version labels and handover requirements.
  • State what was checked and the limits so your reviewer can make the final decision.

Start with one defined assignment

Tell us the type of agency or consultancy work, the output you need, available source material, review process and confidentiality requirements. We will confirm fit and a custom quote.

Discuss white-label research or documentation support

Have a task in mind?

Start with the result you need.

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Start with what you need. Describe the problem and what you want to make easier. You can send a short inquiry without an account.

  1. Browse services and prices, or go straight to tell us what you need.
  2. Examples show spreadsheet, procedure, and research projects made with public sources. They are independent projects, not paid client work. You can read them without downloading anything.
  3. Use Client Login for private requests, files, and project review. Start with the no-account inquiry form; no files are needed.

Have a complex or technical project? Describe it here. The listed packages are starting points. Larger spreadsheets are welcome; we review what is practical, the size, and the complexity before agreeing the work and price.

What do the file types and technical terms mean?
PDF
A document you can read in a browser or PDF reader.
XLSX
An Excel workbook. Open it in a spreadsheet app to inspect the full example.
DOCX
An editable Word document. Open it in Word or another compatible document app.
CSV
A plain spreadsheet file. Open it in a spreadsheet app to see rows and columns.
TXT
A plain-text checklist or template. Open it in a text editor or copy its text.
SOP or procedure
Step-by-step instructions for a task.
CRM
An app used to organize customer or contact records.
Workflow
The steps that move a task from start to finish.

To download a file, select its download link. It may open in your browser or appear in Downloads. If the browser asks, choose where to save it. Downloading an example does not place an order.