MyIntelBrief Whitelabel Playbook for Consultants

A guide to the two ways you can deliver MIB-powered competitive intelligence to your clients — and how to pick which one fits each client.

When you sign up for MyIntelBrief's Pro Whitelabel plan ($298/mo), you can resell competitive-intelligence briefs to your own clients at three wholesale tiers:

Tier Wholesale cost (you pay MIB) Includes per client business
Starter Sub-Business$19.99/mo1 business, 10 competitors
Pro Sub-Business$99/mo1 business, 25 competitors
Enterprise Sub-Business$799/mo1 business, 50 competitors

You pick the retail price you charge each client. Most consultants charge $99–$149/mo for Starter, $299–$499/mo for Pro, and $1,500–$2,500/mo for Enterprise — the margin is yours. Different clients can be on different tiers; you mix and match as makes sense for each engagement.

But there are two different ways to deliver the service to each client. You'll pick one per client based on what they want and how much work you want to take on. This playbook explains both models, when each fits, and what you do to set it up.


The two models at a glance

  Model A: Subdomain Access Model B: Concierge (You Are the POC)
Client sees a dashboard?Yes — at theirname.yourbrand.myintelbrief.comNo — they only receive emails
Client logs in?Yes (you create the login for them)Never
Client gets daily branded emails?YesYes
Who is the contact for "the website"?Could be MIB support or youAlways you
URL in browserSubdomain of MyIntelBriefN/A — no URL involved
Your effort per clientLow — they self-serveMedium — you handle everything they'd otherwise see
Best fitSophisticated clients who want to explore data themselvesClients who want zero technology friction
Your fee to MIBSame wholesale rate as Model BSame wholesale rate as Model A

You can mix and match — some of your clients on Model A, others on Model B, all under your single Pro Whitelabel account.


Model A: Subdomain Access (the easy resale)

What the client experiences

  1. They get an email from you: "I've set up your competitive intelligence dashboard. You can log in at clientname.joesconsulting.myintelbrief.com with the password I'm sending separately."
  2. They log in to the dashboard. Everything they see — emails, dashboard, PDFs — is branded as your firm (Joe's Consulting). The URL bar shows clientname.joesconsulting.myintelbrief.com. The MyIntelBrief logo doesn't appear anywhere.
  3. They receive a branded daily email brief from your domain (e.g. briefs@joesconsulting.com) every morning.
  4. They can log in any time to see historical briefs, edit which competitors are tracked, or upload their business plan for AI analysis.
  5. If they have questions about the data, they can email you or contact MyIntelBrief support directly (your choice — see below).

What the client sees in the URL bar

Always: <clientname>.<yourbrand>.myintelbrief.com

Example: A client named "Sunset Dental" served by "Joe's Consulting":

https://sunset.joesconsulting.myintelbrief.com/dashboard

This is the tradeoff for Model A. The URL bar shows "myintelbrief.com". If your client is sophisticated enough to read URLs, they can see that MIB is the underlying platform. The branding everywhere else — logo, emails, colors, PDFs — is fully yours. But the URL is the giveaway.

If the client doesn't mind (or doesn't notice), this is the easiest model for you. You set up the dashboard once, send them the login, and they self-serve from there.

What you do as the consultant in Model A

  1. One-time setup (when you first sign up for Pro Whitelabel):
    • Pick your whitelabel subdomain (e.g., joesconsulting)
    • Upload your logo
    • Pick your brand color
    • Configure your sending domain in Resend (so emails come from briefs@joesconsulting.com — see Email Branding section below)
  2. Per client (each time you add a new client):
    • Log into joesconsulting.myintelbrief.com/whitelabel/businesses and click "+ Add Business"
    • Fill in the client's business name, type, location, and contact email
    • Pay the wholesale rate through Stripe checkout
    • MIB sends the client a "Welcome — your competitive intelligence dashboard is ready" email with login instructions
    • You're done. The client logs in themselves and explores.
  3. Ongoing: You don't do much. Maybe a check-in call once a quarter to review the data and recommend strategic moves. The client uses the dashboard on their own time.

When Model A fits

  • ✅ Client is a marketing director, product manager, or business owner comfortable with software
  • ✅ Client wants to explore the competitive data themselves, on their own schedule
  • ✅ Client mentioned phrases like "I want to see this myself" or "Can I have a login?"
  • ✅ You want to keep your time investment minimal — billable hours go to strategy, not data delivery
  • ✅ Client either won't notice the .myintelbrief.com in the URL or won't care

When Model A doesn't fit

  • ❌ Client demands "white-glove" service — they don't want to manage logins or dashboards
  • ❌ Client is non-technical and would be confused by a dashboard
  • ❌ Client specifically demanded a fully-branded URL with no third-party domain visible
  • ❌ Client says things like "I just want a summary in my inbox" or "I don't have time to log into another tool"
  • ❌ You don't want a third party (your client) able to see MIB internals at all

Model B: Concierge (You Are the Single Point of Contact)

What the client experiences

  1. They get an email from you: "You're now subscribed to my competitive intelligence service. You'll receive a daily brief every weekday morning at 6 AM. Reply to this email with any questions."
  2. The next morning at 6 AM, they receive a branded daily email from briefs@joesconsulting.com with the day's competitive intelligence — competitor moves, pricing changes, news, AI-generated action items.
  3. They keep receiving these emails every business day. They read them, file them, forward them to their team. They never log into a dashboard.
  4. When they have questions about the data, they email you or call you. You're their analyst. You may log into your own MIB dashboard (joesconsulting.myintelbrief.com) to dig in and give them a thoughtful answer.
  5. If they ever want a deeper review, they're paying you, not signing into software.

What the client sees in the URL bar

Nothing. They never visit a URL. The entire product, from their perspective, is the email.

This is the cleanest possible whitelabel — there's no .myintelbrief.com anywhere in their experience because there's no URL involved. Their daily email comes from briefs@joesconsulting.com. They reply to that email and you respond from your own inbox.

What you do as the consultant in Model B

  1. One-time setup (same as Model A):
    • Pick whitelabel subdomain (you'll still use it yourself — joesconsulting.myintelbrief.com is YOUR dashboard, where you manage everything)
    • Upload logo, brand color
    • Configure Resend sending domain so emails come from briefs@joesconsulting.com
  2. Per client (similar to Model A but with more "you" involvement):
    • Log into your dashboard at joesconsulting.myintelbrief.com/whitelabel/businesses and click "+ Add Business"
    • Fill in their business name, type, location, contact email — same flow as Model A
    • Pay the wholesale rate through Stripe checkout
    • DON'T send the client login credentials. Just send them: "You're set up. Your first brief arrives tomorrow morning at 6 AM from briefs@yourbrand.com. Reply with any questions."
  3. Ongoing (where it gets more involved than Model A):
    • Every week (or whenever), log into YOUR dashboard at joesconsulting.myintelbrief.com and check on each of your clients' competitive feeds.
    • When a client emails you with a question ("What did Smith Plumbing change this week?"), open their feed in your dashboard, read the brief, write them a personal response.
    • If they want a quarterly strategy review, you do it from your dashboard — pull a PDF, walk them through it on a call.
    • You are the layer of human service that justifies the markup. They pay you a premium to handle the data; you pay MIB the wholesale rate to provide the data.

When Model B fits

  • ✅ Client is a CEO/owner who values their time and wants concierge service
  • ✅ Client said "I don't need another login" or "Just email me the summary"
  • ✅ Client expects high-touch consulting service — you give them strategy, not software
  • ✅ You charge $200–$500/mo per client and want to justify it with personal attention
  • ✅ Client is non-technical and would feel friction with any dashboard
  • ✅ You want to be the only face of the service — never hand them off to MIB support

When Model B doesn't fit

  • ❌ Client is hands-on and wants to drill into data themselves
  • ❌ You don't have the time or interest to be a daily/weekly POC for each client
  • ❌ You're scaling past ~15 clients and personal attention becomes unsustainable
  • ❌ You're charging less than $100/mo per client and the labor doesn't pencil

The decision framework

Ask the client (or ask yourself about them) three questions:

1. Does the client want to log in and explore the data themselves, or just receive a digest?

  • "Log in and explore" → Model A
  • "Just receive a digest" → Model B

2. How technical is the client?

  • Tech-savvy (marketing director, product manager, anyone who uses 5+ SaaS tools daily) → Model A is fine
  • Non-technical (small business owner who uses email and not much else) → Model B avoids friction

3. How much hand-holding does the client expect from you?

  • "Set it up and let me self-serve" → Model A
  • "Handle everything — I just want the summary delivered" → Model B

If any answer points to Model B, default to Model B. The concierge model fails less often and lets you charge more.

If all three answers point to Model A, set them up with subdomain access. Send the login, and you're mostly done.


Pricing recommendations for each model

You set whatever retail price makes sense for your relationship. Here's what a sustainable price-to-effort ratio looks like (numbers based on a Starter sub-business at $19.99 wholesale; Pro at $99 and Enterprise at $799 scale similarly):

Model A (low-touch self-serve)

  • Your cost (to MIB): wholesale tier rate per client
  • Suggested retail to client: $99–$149/mo for Starter; $299–$499 for Pro; $1,500+ for Enterprise
  • Margin per client (Starter): $79–$129/mo
  • Effort per client: 1–2 hours/month max (occasional check-ins, quarterly review)
  • Profit per consultant hour: $40–$130/hour
  • Scales well to: 30–50+ clients per consultant

Model B (concierge, you-are-the-POC)

  • Your cost (to MIB): wholesale tier rate per client
  • Suggested retail to client: $199–$499/mo for Starter; $499–$999 for Pro; $2,500+ for Enterprise (premium for personal attention)
  • Margin per client (Starter): $179–$479/mo
  • Effort per client: 3–8 hours/month (weekly data review, ad-hoc questions, quarterly deep-dive)
  • Profit per consultant hour: $25–$60/hour
  • Scales to: 10–20 clients per consultant before saturation

Most consultants run a mix: maybe 70% Model A clients (low-touch, low-margin volume) and 30% Model B clients (high-touch, high-margin retainer relationships). The Model B clients are usually your best-fit ICPs and your highest-leverage referral sources.


Setup steps that apply to both models (one-time, when you sign up for Pro Whitelabel)

Regardless of which model you use for each client, you do this once when you first sign up:

1. Choose your subdomain

When you subscribe to Pro Whitelabel, you'll pick a subdomain. Most consultants use their firm name:

  • Joe's Consulting → joesconsulting.myintelbrief.com
  • Acme Strategy → acme.myintelbrief.com
  • Hilltop Advisors → hilltop.myintelbrief.com

Even in Model B (where clients never visit a URL), this subdomain is your management dashboard. You log in here to add/manage clients, review feeds, and configure branding.

2. Upload your logo and pick a brand color

Both used in the daily emails clients receive, plus your dashboard. Brand color is a hex code (#2D6FE0 for instance). Logo should be 240×60 px, PNG or SVG, transparent background recommended.

3. Configure your email sending domain (the most important step)

This is what makes the daily emails actually come from your domain rather than MIB's. Done through our Resend integration.

You will:

  1. Pick the email domain you want briefs to send from. Options:
    • Your existing domain: e.g., joesconsulting.com (briefs go from briefs@joesconsulting.com)
    • A subdomain of yours: e.g., briefs.joesconsulting.com (briefs go from anything@briefs.joesconsulting.com) — recommended because it doesn't risk your main domain's reputation
  2. In your MIB dashboard at joesconsulting.myintelbrief.com/whitelabel/brand, paste the domain you picked. MIB shows you three DNS records to add to that domain's DNS.
  3. Open your DNS provider (Cloudflare, Namecheap, GoDaddy, wherever you bought the domain) and add the three records.
  4. Wait 1–4 hours for DNS propagation.
  5. Click "Verify domain" in your MIB dashboard. Once it goes green, your sub-business briefs will start sending from your domain.

You can also pick the From-name address. Common patterns:

  • briefs@yourbrand.com — neutral, no-reply style
  • joe@yourbrand.com — personal, replies come to you (works great for Model B)
  • intelligence@yourbrand.com — operational tone
  • noreply@yourbrand.com — pure broadcast, replies bounce

Pick what fits your service style. Model B consultants usually use a personal address since they want replies. Model A consultants usually use briefs@ since the client should explore questions in the dashboard, not in email replies.

4. (Optional) Decide your support handoff policy for Model A clients

For Model A clients (who log into dashboards), they might occasionally want technical help — "I can't log in", "How do I add a competitor?", "What does this metric mean?".

Two options:

  • Forward to MIB support: Your dashboard has a "Contact Support" link that goes to MIB's support team. They'll respond as your brand (or as MIB — we can configure either way). Less work for you; some loss of brand control.
  • Funnel everything through you: "Contact Support" in your branded dashboard points to your email or a help form you manage. You then escalate to MIB if needed. More work but full POC control.

For Model B clients, this doesn't apply — they never see a dashboard.


Per-client onboarding checklist

When you add a new client, run this checklist. Mark each item once done.

Common to both models

  • ☐ Decided which model fits this client (A or B)
  • ☐ Got the client's: business name, business type, address (city/state/country), website URL
  • ☐ Got their contact email (where you'll send any setup/support communication)
  • ☐ Got payment method from them (your own invoice system; not MIB's)
  • ☐ Logged into <yourbrand>.myintelbrief.com/whitelabel/businesses and clicked "+ Add Business"
  • ☐ Filled in the new sub-business form with their info
  • ☐ Completed Stripe checkout for the wholesale charge (gets added to your existing Pro Whitelabel subscription)
  • ☐ Verified the new client shows up in your dashboard's client list

Additional for Model A (subdomain access)

  • ☐ Generated a login for the client (option in the dashboard once their sub-business is active)
  • ☐ Sent them an onboarding email: "Welcome — log in at clientname.yourbrand.myintelbrief.com with the password we sent separately"
  • ☐ Sent the password via a separate channel (text, password manager, or call — don't send in same email)
  • ☐ (Optional) Got on a 30-minute call to walk them through the dashboard their first time

Additional for Model B (concierge)

  • ☐ Did NOT send login credentials
  • ☐ Sent them a welcome email: "You're all set. Your first brief arrives tomorrow morning. Email me with any questions."
  • ☐ Added them to your weekly review schedule (when do you check on each client's feed?)
  • ☐ Decided how you'll respond to their questions (same-day, next-business-day, etc.) and set that expectation upfront

Take the leap: turning sub-business sales into a real consultancy

Adding one or two clients is dabbling. Adding five or ten — at retail prices you set — is a real consultancy with monthly recurring revenue. Here's how to think about that transition.

Two facts about how the economics work for you:

  • You own the client relationship. The client signs with you, pays you, and calls you when they have a question. MIB is invisible by design — the dashboard, briefs, and any branded email all carry your brand.
  • You set retail pricing and keep 100% of the markup. Wholesale to MIB is $19.99 / $99 / $799/mo for Starter / Pro / Enterprise. What you charge above that is yours. We never see your retail price; we never take a cut of it.

That structure is what lets you turn this into a real business: recurring revenue every month the client renews, scaled by how aggressively you priced and how many clients you closed.

The three ways to package this

Pick the one that matches your business — or run all three at the same time across different clients:

1. Pure-play resale. Add the client as a sub-business, bill them on your own invoicing tool, forward the daily brief (optionally with your own one-paragraph commentary). Time per client: ~30 minutes a month. This is the scale path — 20 clients × $400/mo average margin = $8K/mo profit on a few hours a week.

2. Hourly consulting bundle. Use MIB as the research backbone for billable hours. Client pays $150-300/hr for "competitive intelligence consulting." The hour you bill is largely AI-prepared by us; your value-add is interpretation, presentation, and follow-up. 5 hrs/month at $200 = $1,000 retail on a $99 (Pro tier) wholesale cost. ~10x markup on labor; MIB sees $99.

3. Flat monthly retainer. Sell "competitive monitoring + strategy + reporting" at $1,500-$5,000/mo retainer. MIB is the data layer; you wrap slides, quarterly reviews, recommendations, escalation calls. The client never knows or cares where the underlying data comes from. This is the brand-builder path — your consultancy looks like McKinsey for SMBs.

The wholesale rate is fixed at sub-business activation; everything above that is your business model. You can run all three packaging types simultaneously — different clients suit different approaches.

The breakeven math (what it takes to make this worth your time)

Your base cost is $298/mo for the Pro Whitelabel plan — that's the price of admission to resell. You're $298 underwater every month until your client margins cover it.

At reasonable retail markups (typical: 3-5× wholesale), here's what it takes to cross various income thresholds:

Profit goal What it takes (rough mix)
Breakeven ($298 base covered) 4 Starter clients, OR 1 Pro client, OR 1 Enterprise client
$1,000/mo (side income) 1 Pro + 2 Starter, OR 1 Enterprise client
$5,000/mo (replace a part-time job) 2 Pro + 5 Starter, OR 2-3 Enterprise
$10,000/mo (full-time consultancy) 5 Pro + 10 Starter, OR 5-7 Enterprise
$20K+/mo (sales agency) 10+ clients across tiers, with a real sales motion

The transition from "consultant" to "salesperson" happens somewhere around the $5K/mo mark. At that point you're prospecting deliberately, closing predictably, and retaining clients past their first three months. That IS the job — and because you own the client relationship from day one, every closed client compounds into more recurring revenue, not just a one-time commission.

What this looks like in practice (three examples)

These are illustrative composites — what successful consultants typically build in 6-12 months. Use them as a yardstick, not a guarantee. Your timeline depends on your niche, your network, and how aggressively you price.

"Side Income" — Tara, marketing freelancer, 6 months in

Niche: Local restaurants in a metro area she already does branding for.

Approach: Pure-play resale (Path 1). She forwards the daily MIB brief to each client with a one-paragraph note ("here's what to do this week"). Uses her existing client list as the first 8 closes — she already knew them, they already trusted her.

Numbers: 8 Starter clients at $129/mo retail (her standard introductory price). Wholesale to MIB: 8 × $19.99 = $160. Pro Whitelabel base: $298. Total cost: $458/mo. Revenue: 8 × $129 = $1,032. Net: $574/mo, on roughly 4 hours/week of effort.

Why it works: She doesn't try to sell strategy. She's a distribution channel and a friendly face. Her clients aren't paying for her time — they're paying for the certainty that the right person is filtering for them. At 12 months she'll have 15-20 clients and clear $1,200-1,500/mo without scaling her hours.

"Hourly Bundle" — Daniel, B2B sales consultant, 9 months in

Niche: Mid-market manufacturing firms ($5-50M revenue) doing competitive analysis as part of bigger sales-enablement engagements.

Approach: Hourly consulting bundle (Path 2). He doesn't sell competitive intelligence as a product — he sells "competitive intelligence consulting" at $250/hour, 6-10 hours/month per client. Each client's MIB brief becomes the raw material for his monthly deliverable.

Numbers: 6 Pro-tier clients at ~$1,800/mo each (rounding to 8 hours/month average). Wholesale: 6 × $99 = $594. Pro Whitelabel base: $298. Total cost: $892/mo. Revenue: 6 × $1,800 = $10,800. Net: $9,908/mo, on ~48 hours/month of billable time.

Why it works: Manufacturing clients don't want to read a daily email. They want a sharply-presented monthly meeting where the consultant says "your three closest competitors are doing X, Y, Z — here's what we should do." MIB cuts his research time from ~6 hours/client to ~1 hour/client. He bills the same rate; the AI does the heavy lifting underneath.

"Full Consultancy" — Maria, ex-McKinsey, 18 months in

Niche: Regional law firms ($10-100M revenue) doing market positioning, competitive monitoring, and quarterly partner-level strategy reviews.

Approach: Flat monthly retainer (Path 3). She charges $4,500/mo retainer per firm, all-inclusive. Her deliverables: monthly competitive intelligence digest (rebranded MIB output), quarterly partner meeting with slide deck, on-call advisory for big moves like new practice areas or geographic expansion.

Numbers: 8 firms on retainer at $4,500/mo (one firm on a $7,500/mo tier for a multi-practice firm). Most on Pro ($99 wholesale), two on Enterprise ($799 wholesale). Wholesale: 6 × $99 + 2 × $799 = $2,192. Pro Whitelabel base: $298. Total cost: $2,490/mo. Revenue: ~$37,500/mo. Net: $35,010/mo, supporting one part-time analyst she pays $5K/mo.

Why it works: Her clients aren't paying for data — they're paying for a partner-level peer who walks into the conference room with a coherent point of view. MIB is the data layer that makes that monthly slide deck possible at 1/10th the cost of a junior associate doing it from scratch. Her clients don't know or care that MIB exists.

Notice the structural pattern across all three: retail pricing is decoupled from cost. Tara charges $129 for a $19.99 wholesale; Daniel charges $1,800 for a $99 wholesale; Maria charges $4,500 for $99-$799 wholesale. The retail is set by the value delivered to the client (and the consultant's positioning), not by what we charge them. That's the difference between selling software and running a consultancy.

Why your effort compounds (the flywheel)

Three forces work in your favor as you scale:

Time per client decreases. Your second client is harder than your tenth. You build templates for onboarding emails, monthly review notes, escalation responses. The marginal hour per client drops from 60 minutes to 10 minutes — but the margin stays the same.

Pricing power increases. Your first Pro client probably went for $200/mo (you were nervous and wanted the close). Your fifth Pro client goes for $499/mo because you have case studies and they have urgency. Same wholesale cost ($99), 2.5× the margin.

Switching costs lock the client in. By month 6, your client has 6 months of historical data inside the dashboard, they've built workflows around the briefs, their team checks the digest first thing every morning. The cost to switch — re-onboard with a competitor, lose history, retrain the team — far exceeds the price you charge. Pricing power increases with tenure.

At month 12, a consultant who started with 1 client typically has 8-15 specialized clients in a niche they own (dental practices, B2B law firms, regional restaurant groups, whatever they decided to focus on). The 12-month profit curve on your stats page makes this trajectory visible from day one.

What to do this week

If you've been reading this and thinking "I should try this" — here's the lowest-risk path to find out if it works for you:

  1. Pick a niche you already have access to. Don't try to be everything to everyone. Dental practices, law firms, restaurants, real estate teams, e-commerce brands — pick one. You probably have 5-10 people in that niche who'd take a 30-minute call about "the thing your competitors are doing."
  2. Sign up for Pro Whitelabel ($298/mo, cancel anytime). Set up your subdomain + brand. That takes maybe 20 minutes.
  3. Offer your first 1-2 clients an introductory price (Pro tier at $199/mo for 90 days, then $399/mo standard) so the close is easy. Use the per-client price override feature on the Manage Businesses page — that pricing applies to those clients only, your other clients get full retail.
  4. Send daily briefs for 30 days. Forward MIB's email with one paragraph of your own commentary. That's the entire offering at this stage.
  5. Review the 12-month profit curve on the stats page once a week. Watch the slope steepen as you close more clients. That curve is your sales motivation.

If you don't close two clients in 30 days, cancel Pro Whitelabel and walk away with $596 of opportunity cost — less than a marketing dinner. If you DO close two clients, you've validated a business model that compounds for years.

You're not just reselling a product — you're building your own consultancy, with recurring revenue, growing pricing power, and a niche you control. The infrastructure happens to come from us.


FAQ

Q: Can I switch a client from Model A to Model B (or vice versa) later?

Yes. The billing is the same regardless of model. Switching from A to B just means revoking their login and stopping any further dashboard access — their daily emails continue. Switching from B to A means creating a login and sharing it with them. Both are reversible.

Q: Can different clients of mine use different models?

Yes — that's actually the recommended setup. Most consultants run a mix of A and B clients depending on each client's preferences.

Q: What happens if I'm not using Resend yet — do my client emails come from MIB's domain?

If you haven't configured your sending domain in Resend, sub-business emails fall back to briefs@myintelbrief.com with your display name ("Joe's Consulting"). The recipient's email client shows the display name prominently — most clients won't notice the underlying @myintelbrief.com address, but tech-savvy ones might. We strongly recommend setting up Resend (step 3 above) before adding your first Model B client — they're the ones most likely to scrutinize the from-address.

Q: Can the same client business be on both my account and another consultant's account?

No. Each sub-business is tied to one consultant. If a client switches consultants, you cancel them from your account and the new consultant adds them as a fresh sub-business.

Q: What if my client wants a custom domain like intelligence.theirsite.com instead of clientname.myintelbrief.com?

Not supported in v1. We may add custom-domain support in a future release. For now, the answer is: their option is the subdomain (Model A) or no URL at all (Model B). If they really demand URL purity, Model B solves it — there's no URL in their experience.

Q: How long does the Resend DNS setup take?

Adding the DNS records: 5 minutes if you have access to your DNS provider. Waiting for verification: usually 1–4 hours, occasionally up to 24 hours depending on your DNS host. The "Verify" button on the brand-config page lets you check; once it goes green, you're done.

Q: Can I bulk-add 10 clients at once when I sign up?

You add them one at a time through the dashboard — each goes through its own Stripe checkout flow so there's a clear audit trail. About 2–3 minutes per client. For 10 clients, expect ~30 minutes of clicking through forms once.

Q: What if a client wants more than 1 business monitored?

Each sub-business covers one business. If a client wants more, you create multiple sub-businesses for them — each at the wholesale rate of their chosen tier — and bundle them in your retail price.

Q: What happens when I cancel my Pro Whitelabel subscription?

Read this carefully — there's an important policy here.

When you intentionally cancel Pro Whitelabel:

  1. Your sub-businesses keep receiving briefs through the end of their current billing cycle. No early cutoff, no early refund — they get exactly the days you paid for. Each sub-business lapses at its own renewal date.
  2. You retain dashboard access to manage them during the wind-down — you can suspend, cancel early, or just let them lapse.
  3. Each daily brief your clients receive during wind-down will include a notice at the top that the service is ending and offering them the option to sign up directly with MyIntelBrief at a 25%-off introductory rate. This notice will name you (the consultant) so they know to contact you if they have questions.

Why the notice? Some of your clients will be happy with the service even if your business relationship is ending — for whatever reason. MyIntelBrief's policy is to give those clients an option to continue directly so they don't lose service they value. Roughly 10-20% of "rescued" end clients typically sign up directly when offered this.

What this means for you:

  • If you're transitioning a client to another consultant, do that BEFORE canceling Pro Whitelabel — i.e., have the new consultant set them up as a sub-business under their account, then cancel yours. This avoids any wind-down notice for that specific client.
  • If you're simply winding down your consultancy, expect that some of your clients may convert to MIB-direct customers. You won't be billed for them anymore once they sign up directly; MIB doesn't pay you a referral fee in that case.
  • If you're ending your relationship with MIB but want to keep your clients — that's not really possible, since MIB is the service provider. The wind-down notice is non-negotiable for intentional cancellations.

Payment failure is different. If your card fails or expires (not an intentional cancel), there's a 14-day grace period with escalating reminder emails to you — your clients don't see any "service ending" notice during that period. They only see suspension messaging if the grace period expires without payment. This is to avoid embarrassing you in front of clients while you handle a billing hiccup.

If you want to leave MIB cleanly without any client-facing notice, the path is:

  • Transfer each client to another consultant (they cancel their sub-business under you, the new consultant adds them fresh under theirs)
  • Then cancel your own Pro Whitelabel

Don't cancel Pro Whitelabel without a transition plan.

Q: Can I run a discount promotion for early clients?

The wholesale rate is fixed. What you charge your retail client is your own decision — you can offer them whatever introductory price you want without affecting your MIB cost.


Sales scripts for each model

Pitching Model A (subdomain access)

"I'll set up a competitive intelligence platform for [Client Name]. You'll get a login to your own dashboard — branded as Joe's Consulting — where you can see daily reports on your top competitors. Every morning at 6 AM you'll get a summary email. The dashboard is yours to explore — log in whenever you want, drill into anything, upload your business plan for AI analysis, see how you compare on Google reviews. We'll review the data together once a quarter, and I'll flag anything urgent as it comes up. $149/mo, month-to-month, cancel anytime."

Pitching Model B (concierge)

"I'll be your competitive intelligence analyst. Every morning at 6 AM, you'll get a daily brief from me — what your top competitors did, why it matters, what to do about it. No software for you to learn. No dashboard to check. Just five minutes of reading every morning, with my phone number to call when you want to talk through anything. I do the analysis, you make the decisions. $349/mo, month-to-month."

Last word

The cleanest mental model: you're selling two different services, both backed by the same MIB platform.

Model A is a software resale. Model B is a service offering. Both are fully supported on the same wholesale subscription — your retail price, your effort, and your client experience are all yours to define.

The best consultants choose deliberately for each client. They don't default-bucket everyone into Model A and they don't burn out doing Model B for clients who'd be just as happy with the dashboard. Reread the decision framework at the top whenever you're onboarding a new client.

Questions? Email info@myintelbrief.com. We're here to help you make it work.

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