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Guides

Practical guides for agencies doing business on B2B.ID.

Short, specific and free of hype: how to set up your B2B ID, structure partnerships, make introductions that land, and route the work you can’t take.

All guides

7 guides, written for agency operators.

Get Clients

How to set up your B2B ID so clients actually send requests

What to put on your B2B ID — services, proof, partner models, availability — so Find, Recommend Me and partner introductions work for you.

6 min readRead guide
White-Label Partners

How to structure a white-label partnership between agencies

What to agree before the first client — scope, margin, turnaround, who the client sees — and how to make it a verified partnership on B2B.ID.

7 min readRead guide
Referral Partnerships

How to structure a referral partnership between agencies

What counts as a referral, how introductions should carry context, and whether to agree terms — a plain-English framework for agency-to-agency referral partnerships.

5 min readRead guide
Referral Partnerships

How to make an introduction a partner can act on

Whether you’re introducing a client to a partner or asking to be introduced, here is what a Request Introduction should contain.

4 min readRead guide
Referral Partnerships

How to turn overflow and wrong-fit leads into partner introductions

Every agency says no to work. Here is a simple routine for routing it to verified partners instead of letting it walk away.

5 min readRead guide
Delivery Partners

How to choose a delivery partner: what to check on a B2B ID

Before you hand a client’s work to another agency, here is what to verify — and what a B2B ID lets you see that a website doesn’t.

5 min readRead guide
Find Agencies

How to build an agency partner network from scratch

You don’t need hundreds of contacts — you need a handful of verified partnerships in the right adjacent disciplines. Here is where to start.

6 min readRead guide

Reading is optional. A B2B ID isn’t.

Create yours, then use the guides to make it work harder.

Takes a few minutes. Your B2B ID works across every B2B.ID network.