Services
Offer EngageMKTG outcomes under your agency brand.
Give clients list health, revival, campaign safety and lifecycle decisioning without building a separate data and planner backend. Your agency keeps its brand and client relationship while EngageMKTG supports the agreed technical workflow and reporting.
Updated
Who this is for
Email and CRM agencies with dormant client audiences. A client asks whether a large old list is an asset or a liability. Begin with eligibility and a List Health Audit rather than an indiscriminate campaign. A client-facing estimate should show its assumptions and remain separate from measured recovery.
Agencies supporting multiple brands. One person may appear in several client datasets with different permissions, subscriptions and engagement histories. A repeatable delivery process needs to preserve those boundaries. Shared infrastructure is not shared consent, and a portfolio view should not erase brand-specific suppressions.
Partners adding an operations offer. A team may know how to advise clients but lack the profile, event, status, planner and reporting infrastructure for ongoing execution. Choose the first productized service and establish responsibilities before presenting it as an always-on client program.
Choose the delivery model
The comparison describes operating models, not promises about every software vendor or competitor. The program is organized around defined client problems, reviewed workflows and evidence. An outcome-based approach here does not imply guaranteed client revenue or a performance-only fee.
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| Model | Agency role | Delivery focus | Evidence to agree |
|---|---|---|---|
| Software resale | Sell access and help adoption | Tool or licence | Usage and the client's implementation work |
| Managed services | Operate an agreed workflow | Recurring execution | Responsibilities, operating checks and reports |
| Outcome-based program | Package a client problem and measurable next step | Audit, sprint and reviewed expansion | Baseline, cohort, stop conditions and read-out |
What you get
The white-label program covers six offers: List Health Audit, List Revival Sprint, Data & Deliverability Audit, Campaign Error Shield, Multi-Brand Profile Unification and Managed Mailing Ops. Each requires its own data, operational and commercial scope. Choosing the program does not activate every service for every client.
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| Deliverable | Format | When |
|---|---|---|
| Client offer and qualification | Selected problem, data and access scope | Before delivery |
| Audit or scan findings | Health/risk summary and recommended next step | Initial review |
| Revival stream, when eligible and contracted | Cohort plan with stop conditions | Sprint execution |
| Profile, status and decision backend | Inputs and reasons for the selected offer | Implementation or operations |
| Agency-branded report | White-label report template and findings | Client read-out |
| Expansion review | Next implementation or operating recommendation | After evidence review |
The selected offer, reporting format and service-specific turnaround are agreed during discovery. The public List Revival method includes a 72-hour free audit, a 30-day stream and a 45-day read-out. Those timings apply to that offer, not automatically to a multi-brand implementation or every partner engagement.
What the agency keeps
Your agency keeps the client relationship, its brand and the reporting presentation it uses with the client. Use the white-label report template to explain the baseline, findings, exclusions and next decision in language the client understands. Do not turn a risk score or planning estimate into a claimed client result.
EngageMKTG supplies the agreed backend workflow: scan and profile context, eligibility and status, a gradual revival stream where appropriate, and measurement against the reviewed cohort. Client permissions, account access, approval ownership and responsibility for public claims must remain clear. White-label presentation is not a substitute for that agreement.
How it works
- Choose one client offer. Start with the client's actual problem, such as an expensive inactive segment, an authentication failure or inconsistent cross-brand profiles. Define the question the first engagement will answer.
- Qualify data and access. Review list provenance, permissions, suppressions, source systems and available sending evidence. Keep a record of missing inputs and avoid promising a campaign before eligibility is established.
- Run the agreed backend workflow. Apply the audit, scan, mapping or stream appropriate to the selected offer. Use the same stop conditions and evidence boundaries the client would need in a directly contracted program.
- Review findings together. Distinguish data quality, operational acceptance and business results. A lower active-profile count may change a bill only if it crosses the actual platform's plan boundary.
- Deliver agency-branded reporting. Show the baseline, work performed, excluded records, observed results and next action. Keep assumptions and unavailable metrics visible so the report can support a client decision.
- Expand after the read-out. Discuss implementation or recurring operations when the initial evidence supports it. A sprint should not become an unreviewed retainer simply because the first task finished.
A sample white-label report outline
Use this as a reporting structure, not as a fabricated case study: client question and scope; source dates and baseline; consent and suppression boundaries; list and sending risks; cohort definition; actions performed; clicks, replies or purchases where measured; paused or excluded traffic; limitations; and the next recommendation. If no pilot result is available, say so. Do not replace unavailable revenue with a scenario from the calculator.
What it costs
Scoped after a discovery call. Portfolio scope depends on list size, the number of ESPs, the number of brands and the selected service mix. The model combines a sprint with a retainer for agreed ongoing work. The direct-client List Revival offer publishes a $0 audit, a $2,500 sprint and a $1,500/month retainer with its existing performance terms; portfolio work has its own agreed scope and responsibilities.
What we don't do
We do not manufacture pilot results, send purchased lists, bypass client suppressions or promise a revenue uplift. A white-label report does not certify legal permission or provider compliance. Keep client approvals and brand-specific boundaries explicit, and apply the published offer's terms rather than inventing a stronger partner guarantee.
FAQ
Can we use our own brand and report template?
The program includes agency-branded reporting and white-label report templates. Your client relationship remains with your agency. Agree the reporting scope and responsibility for statements before presenting a result.
Which offer should a client start with?
Start with the problem and available evidence. A dormant audience may need a List Health Audit; authentication or suppression concerns may need a Data & Deliverability Audit. A software integration question may call for implementation instead of a sending sprint.
Is outcome-based the same as guaranteed revenue?
No revenue result is guaranteed by this description. Agree the baseline and measurement plan, then report what the defined workflow actually produces. Calculator scenarios and client outcomes remain different evidence.
Can we combine several clients in one sending audience?
Do not treat a portfolio relationship as shared permission. Preserve each brand's consent, subscriptions and suppressions. Multi-brand profile unification concerns context and identity, not automatic cross-client sending rights.
Can we run estimates during a client call?
Use the dormant-list calculator with the client's known inputs and label unknowns. Platform billing depends on actual tiers and contact states. The estimate should guide an audit question, not become a promised saving.
What happens after the sprint?
Review the agreed results and stop conditions before discussing recurring work. A retainer needs a defined operating scope and responsibilities. Portfolio pricing terms are confirmed during discovery.
Read before you buy
- Klaviyo inactive profiles: separate inactivity, suppression and billable profiles.
- beehiiv inactive subscribers: check whether a client actually crosses a pricing tier.
- Substack list cleanup: explain denominator changes without inventing engagement growth.