White-label & branding
Your clients see your product.
There is no QuarterOS badge in the client experience. No ‘powered by’ line, no logo in the corner, no email from us, and nothing sold to your clients — ever. As far as they are concerned, you built software.
What gets branded
Everything they can see.
Setup starts with your logo, your palette and your words. What comes back is a planner that matches the rest of your practice closely enough that clients assume it always existed.
- Logo, colors and typography throughout
- Your domain (plan.yourfirm.com) or a subdomain we host
- Your button text, your step names, your terminology
- Printed workbooks carry your brand too
How it works
Four things we set up for you.
The brand pass
You send a logo file and either your brand colors or a link to your site. We build the theme, you look at it on a real screen, and we adjust until it looks like yours rather than like ours.
The domain
Most coaches point a subdomain at us — plan.yourfirm.com or app.yourfirm.com — which takes one DNS record and about ten minutes. If you would rather not touch DNS, we will host you on a subdomain of ours and nobody will notice.
The language
Step names, prompts and helper text are yours. If your practice calls them Rocks, Priorities, Big Moves or Commitments, that is the word your clients read on every screen.
The method
If you have a workbook, we turn it into the flow. If you do not, ours ships as the default and it is yours to edit. Either way, what your clients see is your process — not a generic framework with your logo stapled on.
FAQ
About white-labeling.
Will my clients ever see the name QuarterOS?
Not in the product, not in the printed workbook and not in any email. The only place it appears is in our agreement with you and in the fine print your own legal counsel might ask for.
Can I resell it as my own software?
You can present it as your platform, price it however you like inside your program, and keep the entire margin. What you cannot do is resell QuarterOS itself to other coaches as a platform — that is the one line in the agreement.
What if my brand changes?
Send the new assets and we re-theme it. Included, not a change order.
Does it work with my own methodology?
That is the design goal. QuarterOS is methodology-agnostic — it works with any quarterly framework, including your own. Nothing about the engine assumes a particular program or vocabulary.
Keep reading
Related
Build, buy or brand: the real math.
Flat rate, unlimited clients.
Your brand on paper as well as screen.
See your logo on it before you decide.
Send us a logo and we will show you the planner in your colors during the demo.
White-label quarterly planning software for business coaches. Your methodology, your brand, your clients — as software they will actually finish.
A Caliber Technology Group × DiamondBack Advertising venture.