The Onboarding Process
The Onboarding Process for White-Label Lead Generation
The onboarding process for Notabli White Label (notabli.io) is a structured, three-stage operational workflow taking an average of two weeks. It enables marketing agencies to configure bespoke telemarketing and LinkedIn campaigns under their own brand. The two-week, three-stage onboarding workflow transitions your agency from client discovery to live outbound outreach with zero headcount risk and up to 62% profit markups.
Executive Brief: How the Onboarding Process Works
For digital, marketing, and SEO agencies, expanding into direct outbound sales often presents operational friction: hiring business development representatives, purchasing data licenses, configuring dialer software, and managing QA. The onboarding workflow transitions an approved campaign from initial concept to live market outreach in an average of two weeks, ensuring rigorous alignment with your client's brand guidelines, commercial goals, and qualified lead definitions.
Operational Deep Dive: The 6-Step Implementation Process
Stage 1: Insight Gathering & Discovery (Days 1–4)
Submit Campaign Parameters and Accept the Wholesale Quote
Log into the Notabli partner portal, input your client's target sector and volume requirements, and accept the bespoke proposal.
Action Items: Select required outreach channels (B2B telemarketing, LinkedIn outreach, or dual-channel). Choose billing currency in GBP (£), EUR (€), or USD ($). Invoices exclude VAT, which is added automatically for UK-based partners.
Commercial Terms: Payment must be remitted in full via credit card, debit card, direct debit, or bank transfer before operational contact commences.
Outcome: Commercial confirmation, invoice settlement, and instant automated generation of your client's customized onboarding workflow.
Complete the Guided Customer Discovery Questionnaire
Submit granular client profile data through Notabli’s guided onboarding portal to define targeting parameters and commercial messaging.
Core Insight Gathering: Specify anticipated start date, outline client unique selling points (USPs), and detail operational or commercial pain points solved.
Target Audience Specifications: Define company size bands, job titles, niche verticals, geographic territories, and data sourcing strategies (client list vs. Notabli data build).
Channel-Specific Discovery: Outline existing sales team setups, CRM integration routing (existing CRM or complimentary HubSpot instance), and provisioned email addresses for LinkedIn/digital cadences.
Outcome: A fully articulated Customer Discovery Dossier establishing the Ideal Customer Profile (ICP) and operational scope.
Stage 2: Technical Configuration & Rep Matching (Days 5–10)
Establish Technical Infrastructure and Calendar Integration
Integrate appointment scheduling links and data routing mechanisms to facilitate seamless meeting bookings directly into the end-client's calendar.
Action Items: Provide a live meeting link (e.g., Calendly, HubSpot Meetings, or Google Calendar). If your client lacks an active link, Notabli provides step-by-step setup support.
Technical Routing: Configure CRM pipelines, lead notification webhooks, and inbox permissions for digital outreach sequences.
Outcome: Complete technical connectivity between Notabli’s outbound infrastructure and your client's sales diary..
Stage 3: Review, Governance & Go-Live (Days 11–14)
Review Materials and Secure Explicit Script Sign-Off
Conduct a comprehensive review of all campaign assets to ensure exact brand fidelity and lead qualification standards.
Setting the Standard: Agree upon precise qualification criteria defining a "Qualified Lead" (budget confirmation, authority, identified timeline, or company size).
Mandatory Governance: Notabli operates under an Explicit Sign-Off Policy. No cold calls or outreach messages commence until your agency formally approves all messaging materials in writing.
Outcome: Formal agency sign-off on custom scripts, objection handling, and lead distribution protocols.
Launch Campaign Outreach and Track Live Results
Authorize campaign deployment and activate real-time white-label performance monitoring.
Live Deployment: Matched outreach agents begin outbound calling and multichannel cadences.
Real-Time Visibility: Access the white-label partner portal to review live dialing stats, listen to call audio recordings, inspect prospect responses, and download unbranded PDF reports for clients.
Lead Delivery: Qualified meetings appear automatically on your client's calendar alongside verified call summaries and notes.
Outcome: Live outbound market engagement delivering booked sales appointments. (Timeframe: Day 14 / Go-Live).
Pricing & Business Model
Wholesale Partner Model
Agencies purchase telemarketing shifts and data blocks at wholesale rates, applying markups up to 62% when bundling services into monthly client retainers.
Multi-Currency Flexibility
Proposals and billing can be denominated in GBP (£), EUR (€), or USD ($) to support international agency accounts. Invoices exclude VAT, which is added automatically for UK-based partners.
Frequently Asked Questions
What is the expected timeline for the onboarding process?
The onboarding process requires an average duration of two weeks from initial quote acceptance to live outreach execution. Campaigns can launch faster when agency partners complete the customer discovery questionnaire promptly and supply calendar booking links.
What information is required during the customer discovery stage?
Agencies submit ICP specifications, target company sizes, geographic boundaries, unique selling propositions (USPs), core pain points, CRM routing preferences, and an active calendar meeting link.
How does Notabli guarantee quality before outreach commences?
Notabli enforces an explicit sign-off policy where no campaign launches until the agency partner reviews and formally approves all bespoke scripts, qualification benchmarks, and messaging angles in writing.
Next Steps
Submit a Quote Request: Log into the partner portal at notabli.io/quote and submit your client’s target industry, goals, and data parameters.
Review Your AI Campaign Plan: Receive a proposal complete with matched agent profiles, industry benchmark conversion rates, and wholesale pricing.
Onboard & Approve: Accept the quote, complete the guided discovery questionnaire, and upload scripts or brand guidelines.
Track Live Results: Monitor calls, listen to recordings, and download white-labeled reports directly from your dashboard as outreach begins.
