COLLABORATION / AGENCY DELIVERY
An implementation partner that fits your agency.
Your agency owns the client relationship and project strategy. Inham AI can provide scoped technical implementation for lead-intake and CRM follow-up workflows, with communication, access, and handover agreed in advance.
THE COLLABORATION MODEL
You lead the client work. Delivery responsibilities stay clear.
A subcontracted technical workstream should fit the existing project—not introduce confusion about who owns the relationship, approves changes, controls access, or supports the result.
Diagram shows a proposed working model, not an existing client deployment or contractual arrangement.
WAYS TO WORK TOGETHER
Choose the shape that matches the work.
Engagement format and responsibilities are written into the scope. No ongoing capacity or response-time commitment is implied unless separately agreed.
Fixed-scope workflow build
For a well-defined source-to-CRM path with agreed fields, rules, dependencies, acceptance criteria, and deliverables.
- ✓Written inputs and outcomes
- ✓Test plan and handover scope
- ✓Change control for additions
Existing workflow audit & repair
For a flow that behaves inconsistently, creates duplicate records, routes leads incorrectly, or needs clearer operating notes.
- ✓Current-state review
- ✓Fit and access check
- ✓Repair scope before change
Recurring implementation capacity
A recurring arrangement may suit agencies with repeated needs, but capacity, prioritization, commercial terms, and response expectations must be agreed separately.
- ✓Defined intake and priorities
- ✓Capacity terms in writing
- ✓Periodic scope review
AGREED BEFORE WORK STARTS
Commercial and delivery terms should never be implied.
White-label working is a collaboration choice, not a software-resale product. The exact commitments are settled per engagement and should reflect what both sides can honor.
Communication & client contact
Define the approved channels, meeting participation, and whether any direct client contact is allowed.
Accounts, access & ownership
Agree account location, least-privilege access, credential handling, workflow ownership, and handover access.
Confidentiality & branding
Put NDA, non-solicitation, client-list confidentiality, and agency-branded documentation terms in writing if required.
Change control & support
Agree how additions, defects, post-handover support, and new requirements are assessed.
WORKING STANDARD
What a clean handoff should make clear
- ✓What the workflow is expected to do.
- ✓Which scenarios were actually tested.
- ✓What remains untested or depends on external systems.
- ✓Where ownership and future changes sit.
- ✓What support is and is not included.
A SMALL, CLEAR FIRST STEP
Start with one workflow that can be scoped properly.
Share the context, systems, and outcome. We can determine whether a defined build or an assessment-first approach is the better fit.
AGENCY FAQ
How collaboration is handled.
Do you work directly with our client?
Communication arrangements are agreed before the project. For a white-label engagement, the intended model is to work through the agency and avoid unapproved direct client contact.
Who owns the workflow after delivery?
Ownership, account location, credentials, and handover are written into the project agreement. The agency or client's own accounts are preferred where appropriate.
Can an NDA or non-solicitation term be included?
Confidentiality and non-solicitation terms can be discussed and documented by agreement. This page does not imply that an NDA is already signed or that any specific contract is currently in place.
What happens after handover?
The scope should state whether a support window is included, its duration, and what it covers. Further support can be agreed separately.