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Create consistent, client-ready white-label deliverables with brand rules, partner handoffs, quality checks, and clear approval boundaries.
$9.99
White-Label Delivery Pro
Example session with this skill installed
Prepare a white-label handoff plan for an agency delivering a monthly performance report to a client under the agency brand. Source data includes approved campaign metrics and three client-approved case examples. The subcontractor created the analysis but may not publish client names or raw data outside the secure workspace. List required inputs, brand checks, claim verification, confidentiality controls, approval gates, package contents, versioning, and a final QA checklist. Do not invent performance results or imply the agency owns the subcontractor’s underlying IP.
- Read your context and instructions
- Compiled the white-label delivery pro
White-Label Monthly Report Handoff
Scope
Prepare the approved monthly performance report under the agency’s brand. Use only authorized metrics and client-approved case examples. Do not export raw client data or disclose client names outside the secure workspace.
Production checklist
- Confirm current logo, colors, typography, template version, footer, and required notices.
- Verify every metric against the approved source, time period, denominator, and reporting definition.
- Check all case examples against the client-approved wording and attribution permission.
- Confirm subcontractor work product and IP terms before rebranding or transferring editable files.
- Review charts, links, accessibility, page numbering, client identifiers, and metadata.
- Remove comments, hidden data, raw exports, and draft content not cleared for delivery.
Approval gates
| Gate | Owner | Evidence |
|---|---|---|
| Source and permission check | Agency account lead | Authorized metrics and example-use approval |
| Analysis review | Agency analyst | Reconciliation to source and documented period |
| Brand and factual QA | Agency editor | Checklist complete; claims supported |
| Client-sensitive approval | Authorized agency/client owner | Written sign-off before external delivery |
Handoff package
- Final approved PDF and any authorized accessible source file
- QA checklist and version ID
- Approval record and unresolved issue log (if any)
- No raw client data or unapproved examples
Release status
Draft pending approval. Do not send until all gates pass. The report contains no invented results and makes no statement about ownership of underlying subcontractor IP; verify the agreement before transferring editable assets.
Connects securely to your tools. The creator never sees your data.
About this skill
White-Label Delivery Pro
Build professional, partner-ready deliverables that can be presented under an authorized client or agency brand. This skill turns source material and brand requirements into a controlled production workflow with traceable facts, design rules, approvals, and quality checks.
Deliverables
- A brand and audience brief with approved naming, tone, and visual requirements
- A source-to-output map that preserves factual claims and attribution requirements
- A production checklist for formatting, accessibility, links, metadata, and version control
- A partner handoff package with roles, file inventory, approval status, and open issues
- A final pre-delivery QA report and reusable template
Workflow
- Confirm the partner is authorized to represent the client and identify permitted brand use.
- Collect current brand assets, approved claims, source files, and deliverable requirements.
- Draft or format materials while preserving provenance and factual accuracy.
- Check consistency, links, accessibility, confidentiality, and output requirements.
- Route client-sensitive claims and final approvals to the authorized owner.
- Package only approved versions with clear ownership and revision history.
Guardrails
Do not imply endorsements, invent client results, remove legally required attribution, or expose confidential source material. Respect trademark, licensing, privacy, and partner agreements. Human owners approve final brand use, claims, and external delivery.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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