How agencies white-label enrichment without breaking their vendor's terms
For a few years I ran lead lists for 50+ agencies under their brand. Every data vendor we used forbade it. Here's what that looked like, and what a plan built for agencies has to include.
By Hasan, founder of HeyEnrich
An agency's product is a list, a campaign and a report with the agency's logo on it. The data inside that list came from a vendor whose terms say you may not use the service "to serve clients" or "for reselling data". Most agencies either don't read that clause or hope nobody checks. Both are fine until an account gets suspended mid-campaign.
The three clauses to look for
- No resale or redistribution. The data may be used only by the account holder's own business. Delivering a CSV to a client is redistribution.
- No serving third parties. Some terms name agencies directly. LeadMagic's pricing page, for instance, forbids "reselling data, serving clients, or replicating the database".
- Per-seat licensing. Even where resale isn't banned, a per-seat plan assumes one person at a desk. Running ten clients through one seat is a breach by volume.
What an agency plan actually needs
- 01
Written resale rights
A plain sentence in the terms that says you may deliver enriched records to clients as part of a paid service. Not an email from sales. Ours is on /pricing.
- 02
Client workspaces
One workspace per client with its own credit limit, so one client's big run never eats another's budget, and usage reports are per client.
- 03
Sub-keys
API keys scoped to one workspace for clients who live in Clay or n8n. Your main key never leaves the building.
- 04
White-label delivery
A portal on your domain with your logo, CSVs with no vendor columns, invoices in your name with your markup.
- 05
Suppression pass-through
When someone opts out of the vendor's data, the removal has to reach your clients' lists too, or you carry the GDPR exposure.
- 06
Volume pricing
Per-contact cost that drops with volume, on monthly, quarterly or annual billing. Agencies know their monthly run rate.
What we did at Coldcast
We separated clients by folder and spreadsheet, tracked credits by hand, and re-ran suppressions manually. It worked at ten clients and broke at thirty. The Custom plan on HeyEnrich is that process turned into software: workspaces, limits, sub-keys, a webhook for suppressions, and the resale sentence in the terms.
Test on a real client list
Send up to 2,000 rows. You get the enriched file and the fill rates back, then we talk volume.