Agree the scope shape, not just the service
‘You do our SEO’ is not a scope. ‘Technical audit plus monthly content-led retainer at three tiers’ is. Define the units of work you will deliver repeatedly so quoting each new client takes minutes.
Decide who the client sees
Fully white-label (the client never knows), co-branded, or disclosed sub-agency. All three work; ambiguity doesn’t. Decide who attends calls, whose email domain is used and who owns the client relationship.
Set margin, turnaround and change control
Agree the wholesale rate or margin split, standard turnaround per unit of work, and how out-of-scope requests are priced. Put a simple change-request rule in writing.
Commercial terms are between the two agencies. B2B.ID doesn’t set or take a cut of them.
Send a Request Partnership that says all of this
On B2B.ID, Request Partnership states the model (white-label), the services, expected volume and working rules. Sending it with these details already answered means the receiving agency can say yes quickly.
Confirm it so it shows as verified
Once both agencies confirm, the partnership appears on both B2B IDs as verified. That is proof other agencies trust — and it makes the next partnership easier to start.