Step 1: Clarify the Value Proposition

Before you talk to clients, get crystal clear on:

• Who the platform is for (credit teams, finance, operations)
• What problems it solves (visibility, speed, control, compliance)
• How it’s different from your current service-only model

Boil it down to a simple statement, e.g.:

"We now offer a branded collections platform that lets your team manage in-house collections while seamlessly escalating to us when needed.”

Step 2: Package Your Offer

Create 2–3 easy-to-understand packages for current clients, such as:

• Lite: Reporting portal + limited in-house collections capability
• Pro: Full in-house collections toolkit + automation + escalation flows
• Enterprise: Everything in Pro plus custom integrations and training

Keep pricing simple and transparent.

Step 3: Segment Your Client Base

Prioritise:

• Clients with internal credit teams
• High-volume clients frustrated with their current systems
• Clients who frequently request custom reports or visibility

These are your early adopters.

Step 4: Run Targeted Launch Campaigns

Use multiple touchpoints:

• Personal emails from account managers
• Webinars or short demos for your top clients
• A one page overview showing screenshots and value points
• Case study style examples (even hypothetical at first)

Make it feel like an upgrade to their current relationship with you.

Step 5: Make Onboarding Frictionless

Work with your SaaS partner to ensure:

• Quick set-up of branding and user accounts
• Pre-loaded workflows and communication templates
• Training sessions for client teams
• A clear support channel

The smoother the first 30 days, the faster word-of-mouth spreads.

Step 6: Upsell Through Outcomes

Once a few clients are active, capture:

• Reduction in overdue accounts
• Improved recovery speed
• Time saved by automation

Turn these into simple stats and quotes you can share with other clients.

Your existing client base is the easiest place to generate new SaaS revenue. With the right messaging and onboarding, your white-label platform can become a standard part of every contract.