How to make money as an agency using Tochat.be – full step-by-step tutorial

Why This Tool is Perfect for Agencies

Most agencies do two things for their clients:

1. Build online presence (website, Google Business, Instagram, TikTok, Facebook, etc.)
2. Run ads (Google Ads, Meta Ads, etc.) to generate leads

The #1 complaint clients have: “where are my clients?!”

Even when traffic and leads are coming in, clients often don’t see or manage them properly. Tochat.be solves this by giving you a 100% white-label CRM + lead-funnel system that you control and resell to unlimited clients for recurring revenue.

You pay Tochat.be once → You charge your clients whatever you want (monthly or one-time).

Step 1: create your White-Label agency account

• Go to your own custom domain (e.g., app.youragency.com)
• This is 100% white-label — your clients never see “Tochat.be”
• Sign up as the Agency (admin)

Step 2: Log In as agency AdminAs the admin, you have full control over:

• All client widgets
• All leads
• Design & functionality
• User access

Step 3: create a lead-generating widget for a client

Example 1 – Booking / Consultation Widget

1. Create a new widget (unlimited widgets allowed)
2. Choose type (e.g., WhatsApp booking form, landing page, pop-up, embedded widget)
3. Customize the form questions:
   • Name
   • Phone
   • Website
   • Budget
   • “I want more clients”
4. Connect it to WhatsApp (and email)
5. Generate the code or direct link/landing page

In this video you can see a step by step tutorial to create a widget https://www.youtube.com/watch?v=mUPwj1zbNKo

Example 2 – Lead Magnet (free download in exchange for contact)

1. Upload a PDF/tutorial/checklist
2. Visitor fills form → automatically receives download link on WhatsApp
3. Lead appears instantly in the CRM

Step 4: give your client controlled access (so they see results & stay happy)

You decide exactly how much access the client gets.

Option A – Basic Access (Recommended for most agencies)

1. Go to “Teams” → “Create Team Member” (not Admin)
2. Enter client’s email (e.g., newclient@cards.com)
3. Set a password (or let them reset it later)
4. Select only the widget(s) this client should see
5. Save

How to share access and create a white label account https://www.youtube.com/watch?v=u1Hl5_ldbpU

Client now logs in at your white-label URL and sees:

• Dashboard with stats & charts
• Full list of their leads
• Ability to contact leads directly
• Ability to add notes, amounts, proposals
• Mobile-friendly view → They finally see “Here are my clients!” → They stay with you forever

Option B – Give Editing Rights (if you trust them or charge extra)

• When creating/editing the team member, also tick “Edition Rights”
• Client can now change design, text, images, form fields, etc. (but still cannot create new widgets)

Step 5: full control – how to pause or stop a client instantly

You always stay in control of your business.

Way 1 – Stop the widget from working (client keeps dashboard access)

• Go to the widget → “Deactivate outbound services, landing widget and link”
• Widget, landing page, and links instantly stop working
• Client can still log in and see old leads, but no new leads come in

Way 2 – Block dashboard access completely

• Change the client’s password, or
• Delete the user in “Teams” (Deleting the user does NOT delete the widget — it keeps working if you want)

Way 3 – Full termination

• Delete/deactivate the widget + delete the user

Bonus features your clients will love

• Beautiful mobile interface
• Add deals/pipeline stages
• Filter leads by source (Google Ads, Facebook, Organic, etc.)
• See monthly performance charts
• Export leads
• Everything under YOUR branding

How Agencies Are Charging (Real Examples)

• $99–$299/month per client (most common)
• $500–$1,500 one-time setup + $99/month maintenance
• Bundle with your web design or ad management services → Many agencies pay off their ChatWi subscription with just 2–3 clients

Final Recap – Your New Agency Workflow

1. Build client’s online presence or run their ads (as you already do)
2. Create a beautiful ChatWith widget/landing page in <10 minutes
3. Embed it or send the link
4. Give client limited login so they see leads in real time
5. Charge recurring fee for “lead management & CRM”
6. Keep 100% control — pause or delete in seconds if they stop paying

That’s it! You now have a complete white-label CRM + lead-funnel product you can resell for pure profit. Ready to start?

Create your agency account today at your custom white-label URL and start adding clients this week.Any questions? The ChatWith team is happy to help you onboard your first 10 clients for free.