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You were invited to run your own white-label instance. In a few steps you'll have a branded workspace ready to take on your own clients. Start by creating your account.
The basics — quick and plain. You can refine any of this later in settings.
This is what your clients see. They'll never see ACE or any other agency — only your brand.
Link the platforms you run campaigns on, plus your Stripe for billing your own clients. You can finish any of these anytime — nothing here blocks setup.
This is what you pay ACE — billed per active client, per month. It's separate from the Stripe you connected to charge your own clients.
Your branded workspace is live. Bring your team in and add your first client whenever you're ready — we'll guide both through their own onboarding.
Create your account to get access to your agency's workspace.
This shows in your agency's team directory and lets admins assign you as a lead on accounts.
Your workspace is ready. You'll see the accounts you're assigned to, the shared client roster, and your team's pipeline.
You have been invited to your private portal for {{ csClientName }}. Create your login and we will walk you through a short onboarding so we can build your strategy.
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Flagged across the portfolio. Clear before EOD.
Plan, seats, and account status are billed and controlled by House Edge. Client-level strategy stays with the partner.
This is what your clients and team see across your workspace, portal, and proposals. The ACE platform stays invisible to them.
Set them up with their own branded ACE workspace. They'll run their own book of clients — you bill them a license and see their health from here.
We've emailed the owner a link to claim their workspace and set their brand. They'll appear in your partner roster at the Onboarding stage — you can manage their plan, seats, and status anytime from their profile.
Add their basics, then we'll generate an onboarding invitation to send them. They'll fill out your intake in their own portal — and you'll watch their progress from your pipeline.
We've emailed them a link to start their onboarding. They'll appear in your pipeline at the Onboarding stage — you can watch their progress and advance them through to a live account.
This is the most important step we take together. Your answers shape everything — your strategy, your channels, your creative. The more honest and complete you are, the better we can serve you.
It is thorough, so set aside some time. You can save and come back whenever you need — nothing is lost.
Take one last look. You can edit any section before submitting — nothing is final until you do.
Read it over, download a copy, and approve when it feels right. Nothing begins until you say so — and we will walk through every line together.
Take your time. This proposal stays in your portal — you can return to it whenever you like.
Your strategy is approved and everything is now live. This is your home base — your plan, your channels, your leads, and your results, all in one place. We will be in touch as the work begins.
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This account will no longer appear in your active view. It stays in the backend system and keeps running — you can restore it anytime from the Archived tab.
You can submit now and fill these in later — we will start with what you have given us. Or go back and finish them first.
They'll get an invite to create their account and join your workspace. They appear in your team as pending until they accept.