Referral partner
Use this when the client should own billing, support, and the assistant account. You make the introduction, keep the implementation boundary clear, and avoid becoming the client’s support desk by accident.
Agency and consultant guide
A grounded website assistant can be a useful add-on for a web build, but the commercial model matters. Decide whether the client should own the account or whether your agency will package the assistant into an ongoing service.
Disclosure: this independent guide includes a SiteMind referral link. If you start a paid subscription through it, I may earn a recurring commission at no extra cost to you. The provider’s partner page describes referral and reseller options; confirm current rates, eligibility, billing, and obligations inside the partner account before making a client promise.
These are provider examples, not guaranteed earnings. Revenue depends on qualified traffic, paid retention, support work, refunds, and the rate in force when a payment clears. Read the public partner terms and Partner Hub terms.
Use this when the client should own billing, support, and the assistant account. You make the introduction, keep the implementation boundary clear, and avoid becoming the client’s support desk by accident.
Use this when your agency already sells website maintenance or marketing retainers. Confirm the white-label, account-access, invoicing, and support rules before bundling it into a recurring offer.
Define the first job: answering documented service questions, qualifying an inquiry, routing a support request, or helping visitors find a policy. Avoid promising autonomous expertise.
Assign responsibility for prices, hours, services, policies, and stale pages. The assistant can only be as reliable as the content someone is willing to review.
Give visitors a real contact route and tell the assistant when to stop. Test sensitive, urgent, and undocumented questions before the client invites traffic.
Put setup, source maintenance, human review, analytics, usage limits, renewals, cancellation, and support ownership into the proposal. “Included” should mean something specific.
Document account ownership, export or removal steps, domain control, access changes, and what remains on the site if the client ends the service or leaves your agency.