Reselling and Using the Prospecting Tool for Sub-Accounts
The Prospecting Tool allows agencies to offer their clients the ability to search for new business leads, generate marketing audit reports, and customize prospecting based on niche, location, and other criteria. This is ideal for agencies that want to resell prospecting services or provide tool access without granting full dashboard permissions.
Prerequisites
Before offering the Prospecting Tool to clients, you must connect your agency's Stripe account to handle subscription payments. Enable the tool by navigating to the Reselling tab in your agency dashboard and toggling the feature on.
Selecting a Plan
Choose your pricing plan from the Reselling screen in your agency left menu. A standard pay-as-you-go plan is available, which charges your agency $29 per location monthly. You can resell this plan at a price you set.
Setting Your Sales Price
Configure your agency-wide offer in the Reselling tab under the agency left menu. This sets the default price for all clients unless customized per account.
Customizing Offers for Specific Clients
To offer a different rate to certain clients, go to the Account List, search for the client, and view their details to adjust pricing individually.
Disabling Offers for Specific Clients
If you do not wish to offer the Prospecting Tool to certain clients, navigate to the List of accounts under the agency left menu, search for the location, view details, and toggle off the Offer Prospecting option. Note: This can only be done before a sale occurs; once a client purchases, it cannot be disabled here.
How Clients Complete Purchase
Clients can purchase the Prospecting Tool by clicking the Subscribe Now button. After clicking Continue, the system creates the subscription, processes payment, and redirects them to the Prospecting Tool dashboard.
How Billing Works
When a client purchases, two subscriptions are created: one between the client's card and your Stripe account for you to collect payment, and another between your agency and the platform for the $29 monthly fee per location.