Custom Partners Form

 
Here’s a Partner Customization & Whitelabel Request Form — designed to capture everything you need from serious partners who want to brand, resell, and scale OS for their audience:

🤝 OS Partner Customization & Resell Form

Let’s co-create your branded business engine.
We’re excited you’re ready to take OS and make it your own. This form ensures we align on goals, branding, scope, and delivery so we can build your white-labeled system to scale.
Please fill out every section thoroughly. The clearer you are → the faster we go.

🔹 Basic Info

Full Name
[Text Field]
Business Name
[Text Field]
Email Address
[Text Field]
Phone (Optional)
[Text Field]
Website / Socials
[Text Field]

🧭 Vision & Goals

What is your niche or audience focus?
[Text Field]
What are you hoping to achieve with OS?
(e.g., Resell to clients, use it for your own services, build a SaaS brand)
[Multiple choice + text option]
  • Resell as a white-labeled SaaS
  • Use for my agency/coaching clients
  • Bundle with my offer/program
  • Other: [Text Field]
What’s your 90-day goal with this partnership?
[Text Field]

🏷️ Branding Details

Business or Product Name to appear on platform
[Text Field]
Custom Domain (if ready)
[Text Field]
Brand Colors (HEX or names)
[Text Field]
Logo Upload
[File Upload]
Tagline or Headline You Use Publicly
[Text Field]

📦 Feature Focus

Which OS features do you want branded and active from Day 1?
[Multi-select checkboxes]
  • Messages & Inbox
  • Calendars & Booking Links
  • Pipelines & CRM
  • Funnels & Websites
  • Automations & AI
  • Forms & Surveys
  • Content Calendar
  • Course/Membership Portal
  • Community App
  • Team & Tasks
  • Payments & Subscriptions
  • Store / Shop

🎯 Offers & Monetization

Will you be selling OS access directly to others?
[Yes/No Toggle]
Describe your planned pricing or packages
(e.g., Monthly access, bundled with service, included in program)
[Text Field]
Do you need a checkout or upsell funnel built?
[Yes/No Toggle]

📹 Setup Preferences

Preferred onboarding format:
[Radio Buttons]
  • Done-For-You (we build it all)
  • Guided Setup (you build, we support)
  • Hybrid (you do some, we do the rest)
How would you like support handled for your clients?
[Checkboxes]
  • I’ll support my users directly
  • I’d like OS to support white-labeled users
  • Let’s co-support together

📬 Final Notes

Any additional notes or requests for your build?
[Long Text Field]
✅ Ready to submit?
Once you submit, our team will review your request and respond within 2 business days to confirm scope, timelines, and deliverables.
[🔘 SUBMIT FORM]
Want this as a live OS Form or embedded page? I can build it out for you now.