Writing a Proposal for a White-Label Client Package: What to Include

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When you sell a package built from white-label products, such as a rebranded course kit, a set of lead magnets or a done-for-you funnel, the proposal does most of the work of setting expectations. A vague proposal leads to questions about what is included, who owns what and what happens when the client asks for one more change. A clear one answers those questions before they are asked.

The structure below is a practical starting point. It is general information, not legal advice; have a qualified attorney review your standard proposal and contract terms, especially the sections on ownership, licensing and liability.

1. The Client’s Goal in Their Words

Open with a short summary of what the client wants to achieve and for whom. For example: “Launch a six-module onboarding course for new members of your coaching program by February.” This shows you understood the brief and gives both sides a reference point if the scope drifts later.

2. Deliverables, Listed Individually

List each item separately, with its format and quantity. For example:

  • Six-module course workbook, rebranded and edited, delivered as DOCX and PDF.
  • Course slide deck, six modules, delivered as PPTX and PDF.
  • Five-email welcome sequence, loaded into the client’s email platform.
  • One opt-in page and one thank-you page, built on the client’s site.

Avoid umbrella phrases such as “full course package.” If something is not on the list, it is not included.

3. How the Work Is Made

Say plainly that the deliverables are adapted from professionally written, licensed source material and then rebranded, edited and extended for the client. Describe what customization includes: brand colors and fonts, rewritten examples, new sections based on the client’s method. Clear wording here prevents misunderstandings about exclusivity.

4. What the Client Supplies

List what you need and by when: brand kit, logo files, access to their website and email platform, review feedback. Note that the timeline depends on receiving these items.

5. Revisions and Change Requests

State how many revision rounds are included, what counts as a revision versus new work, and how out-of-scope requests are quoted. For example: “Two rounds of revisions per deliverable are included. New deliverables or major structural changes are quoted separately.”

6. Ownership and License Terms

Explain what rights the client receives in the finished deliverables and any limits that come from the source license, such as whether the client may resell the product or share editable files. Match this section to the license you hold for each product.

7. Timeline and Milestones

Give start and delivery dates per milestone and say what happens if feedback is late.

8. Price and Payment Terms

Show the price for each package or tier, the deposit, the payment schedule and accepted payment methods. Any figure you use in a template is an example only; for instance, “Package price: $X, with 50% due on signing and 50% on delivery.” Set your actual prices based on your own costs and market.

9. Acceptance and Signature

End with how the client accepts: a signature on the proposal or a separate agreement. Under the federal ESIGN Act (15 U.S.C. 7001), a signature, contract or record relating to a transaction in interstate or foreign commerce may not be denied legal effect solely because it is in electronic form, although the law has exceptions and does not override requirements unrelated to electronic form. E-signature tools are therefore commonly used for proposals, but check any specific requirements with a qualified professional.

Common Gaps to Avoid

Proposals for white-label work tend to leave out the same few things:

  • Where the work will live. Say whether you install pages and emails on the client’s platform or hand over files for their team to install.
  • Ongoing costs the client pays directly, such as their email platform, website hosting or domain. Make clear these are not part of your fee.
  • What happens after delivery. State whether support, updates or fixes are included and for how long.
  • Who owns the accounts. If you create any account on the client’s behalf, say that it will be in the client’s name.
  • An expiry date for the proposal itself, so prices and timelines are not held open indefinitely.

Keep It Reusable

Turn this structure into a template with placeholders for each section. Update the license and ownership wording each time you use a different white-label product, because that section is the one most likely to change between projects.

More White-Label Guides

Sources

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