WLA.ONE FAQs
Frequently Asked Questions & Training Videos for WLA.ONE
We provide transparent answers to the most frequently asked questions about the use of our brokerage platform WLA.ONE. If you can't find the information you're looking for, please contact us directly!
WLA.ONE Training Videos
White Label Advisory makes tendering for consulting services easier than ever! Create a short project description in just a few steps and invite our curated consulting firms to bid - completely transparent, integrated into existing procurement processes and tools - and always with a human touch. One click is all it takes. Watch our training videos to find out how to submit requirements and bids via WLA.ONE:
WLA.ONE | Intro-Video
In this short intro video, you will learn all about the basic functionality of our WLA.ONE platform. How are requirements advertised? What options do advisors have to offer our clients in response to advertised requirements? For a more detailed view, we recommend our training videos for clients and advisors.
WLA.ONE | for Advisor
In this training video for advisors, we present the functions and benefits of our WLA.ONE platform for advisors in detail. How can advisors submit bids digitally? How can resources and tender documents be offered in response to the respective tenders? What other functions does our platform offer?
WLA.ONE | for Clients
In this training video for clients, we present the functions and benefits of our WLA.ONE platform for clients in detail. How can requirements be advertised? What information is required? What interfaces do we offer so that our service can also be used with existing purchasing processes?
What are the advantages of upgrading to WLA.ONE | PRO?
What are the benefits of upgrading to WLA.ONE | PRO? In this video tutorial, you will find out what added value an upgrade to our WLA.ONE | PRO variant offers you and why consultants can realize their full sales potential with WLA.ONE | PRO.
Where can you find RfPs and what is task management?
Where can you find RfPs and what is task management? In this video tutorial, you will learn how to navigate the WLA.ONE portal of White Label Advisory and how to get the fastest access to the advertised requirements.
Where can I see the status of my offers?
Where can I view the status of my submitted bids on the platform? In this video tutorial, you will learn how to proceed after submitting a tender via WLA.ONE and how to be informed about the next steps in the award process as a consultant.
How can other consultants be invited?
How can additional consultants be invited to WLA.ONE? In this video tutorial, you will learn how to invite additional employees to our platform and how to create them in the Manager or Staff roles.
Where can information be updated online?
Where and how can information be updated on WLA.ONE? In this video tutorial, you will learn how personal and company information can be updated directly online on WLA.ONE and which data cannot be updated independently.
How does the quotation process work?
How does tender preparation via WLA.ONE work? In this video tutorial, we show you the best tips & tricks for responding efficiently to a tender from our clients as a consultancy on our platform and submitting all essential tender information online.
WLA.ONE FAQs
We have compiled a list of frequently asked questions from our users about working with our WLA.ONE platform in the following overview. We are also happy to offer individual questions or onboarding for new employees at any time after personal consultation. You are also welcome to use our chat for urgent questions - the White Label Advisory team is always available to help:
General Questions
What is WLA.ONE?
WLA.ONE is our integrated platform for the tendering and bidding process for all published
consultancy requirements of our clients. Thanks to the platform, you have all requirements in one place and can decide for yourself whether and which personnel can be offered.
How is the platform structured?
The platform is divided into different areas and offers you the option of self-service and the use of other services from the White Label Advisory portfolio in addition to submitting offers online. In the "Task Management" section and the other tabs, you will find the published consulting requirements and the respective status of submitted offers.
Which consulting requirements can be viewed?
All of them. We do not select the consulting requirements in advance, as we are convinced that you can best assess which requirements you would like to serve and which not. We use the categorization Consulting, Technology, Auditing & Engineering to give you an indication of the skills required and price classification by the client.
How and where can I update my profile data?
Deine persönlichen Daten findest du im "Profile" Bereich. Wir bitten dich, vertrags- und kommunikationsrelevante Daten und Informationen wie Anschrift und Telefonnummer stets aktuell zu halten, um etwaige Komplikationen bei der Rechnungsstellung zu vermeiden. Du kannst zudem deine Firmenlogo anpassen und hast Zugriff auf den jeweils gültigen Subdienstleistervertrag.
What is WLA.ONE | PRO and what advantages does it offer consultants?
By upgrading our platform to WLA.ONE | PRO, we offer you more functions and services to support you in selling your consulting services. Ideal for consultancies that want to use the full sales potential with us. With an upgrade to WLA.ONE | PRO, you can offer our community your own resources at any time, use our AI application WLA.GPT and book individual benchmarking calls for past offers. If you would like to upgrade your existing account, simply make an appointment.
Registration & Roles
When and by whom will my account be activated?
If you have signed our subcontractor agreement, we will activate you immediately after your registration in the selected advisory service (Consulting, Technology, Auditing, Engineering) and advisor level (Bronze to Diamond). As soon as your account is activated, you will receive an additional notification by e-mail.
How many users can be added under one Advisor account?
As many as you like - there is no limit. You can add all consultants or other contact persons to your account as "team members". However, we recommend naming a maximum of 1-2 clearly defined responsible persons so that we can keep communication efficient, e.g. for Q&A processes or queries about the offer in the interests of both parties.
How can other users be invited to the WLA.ONE platform?
Additional users can be added via the "Teams" area. Please note: Only when you explicitly click on the "Send Invite Link" after adding users will they receive an email invitation to the platform and can then interact on the platform independently - depending on their role. You can also remove or temporarily block users at any time.
What roles are there on the platform?
There are two roles for advisor users: "Manager" and "Staff". A "Manager" has all unrestricted powers of action on the platform and can view and offer advice. Once invited to the platform, a "Staff" can only maintain their own profile and CV information and can thus relieve the "Manager" in the context of offer processes, for example. You decide yourself in which role you add which team members. If you need to make changes or if you have created an incorrect user, please send us a short message in the chat or via support@whitelabeladvisory.de.
Can I work together with several users on one mandate?
Partially: All requirements can be viewed, accessed and therefore also processed online by all managers of an advisor. However, it is not possible to submit bids in parallel or jointly via multiple accounts. We therefore recommend - in the case of several "manager" roles - to coordinate internally who is in the lead for preparing a quotation.
Offer Process
How can I submit an offer via WLA.ONE?
An offer can be created using the "Create Offer" button. To do this, click on the relevant requirement on the "Task Management" page and start the offer process. The four sections of the offer submission (cover letter, solution approach, attachments and staffing) can be saved temporarily at any time via "Save draft". Only when you select "Submit Offer" will your offer be submitted.
Can I offer advice for every need?
Yes, you can see every consulting requirement that is advertised, as well as bid on every requirement. You decide for yourself which needs you and your team have the required expertise and resources for - we do not make a professional selection at any time. Please understand, however, that we make sure that all minimum requirements are met when passing on offers to the customer. We cannot pass on unspecific or incomplete offers or purely promotional material.
Do I have to submit my offer via WLA.ONE?
Yes, the platform serves not only to ensure standardization and fairness between all participating consultancies, but above all to save time and avoid errors for all parties. If you have any problems when submitting an offer, the White Label Advisory team will be happy to help you at any time.
Which documents can I upload?
The first step is to add the consultants you would like to offer for a specific requirement via "Teams". In addition, you can add all other documents you have prepared (company presentations, process model, references, etc.) within the tender submission via "Attachments". Please note: Slides / documents relating to commercial arrangements or contractual arrangements must comply with the framework contractual principles of the subcontractor agreement. Since White Label Advisory is the contractual partner of the advisor, deviating regulations are not relevant for the client at this point. If daily rates / effort estimates are part of the offer document, the price points of the sub-service provider agreement must be applied.
What happens after I submit my offer?
Your submitted offer will be forwarded and presented to the client by us (e.g. in the form of a prepared landing page, video message, email, etc.), unless the client requires our platform themselves. After the client has received and reviewed your offer documents, we always arrange a personal meeting between advisor and client. As soon as we receive feedback from the client, you will receive immediate feedback from us. Important: White Label Advisory does not carry out any further "selection" or filtering of the offers in this step.
Team & CVs
Do the "team members" have to be initially maintained directly?
No, this is not necessary initially. As soon as you want to offer or "staff" a "Team Member" within an offer, an up-to-date profile including profile picture, CV (ideally in WLA format) and LinkedIn link is required. However, it is not necessary to continuously maintain these team members or, for example, to constantly update changes in project experience.
How can I add the "Team Members" to an offer submission?
This is done in the last and fourth section of the offer submission. All "Team Members" created by you or your colleagues are displayed here. It is possible to offer up to 10 "Team Members" on one offer in different seniorities ("Assistant" to "Director"). After selecting the respective profile, you have to estimate the effort (in days) for each profile.
Can my added "Team Members" submit offers independently?
Yes, as long as they have been created in the "Manager" role. You can assign the "Manager" role yourself when creating new "Team Members" in the "Team" area. If you want to make a change to the respective roles - or if you have inadvertently made an incorrect assignment, please contact us at any time and we can change this.
How can "Team Members" use WLA.ONE via their respective account?
The use of WLA.ONE varies depending on the role. "Managers" have unrestricted access and full authority to act. "Staff" users can update their own profile data and CVs after being invited to the platform. However, it is not possible to submit offers or view mandates as a "Staff" user.
In which format should the consultant profiles be specified when preparing the offer?
As soon as you create a "Team Member" we ask you to fill out our standardized CV template from the "Team" section and add it to the "Team Member". You can of course upload further CV's as part of your offer via "Attachments";
Commercial Regulations
What are advisory service and advisor levels?
The advisory service is selected by you in advance and describes your core competence in consulting, technology, engineering and auditing. In combination with the Advisor level (Bronze to Diamond) also selected by you, daily rates can be standardized in our rate cards, our margin can be shown transparently and offer processes can be accelerated.
How are projects billed commercially to the client?
Normally, projects are offered and invoiced on a "time x material" basis under a service contract. The bid value is therefore made up of our standardized rate cards and the days worked by the consultants during the project. Important: this is always an indication when submitting a quotation. Deviating arrangements between White Label Advisory and the advisor as well as together with the client are possible after consultation.
Is it possible to vary within the seniorities for a profile when submitting an offer?
Yes, the different seniorities (hierarchy level "Assistant" to "Director") can be selected per "Team Member" via drop-down within section four of the offer creation. The platform automatically calculates the daily rates internally and externally for the respective role based on the advisory service and advisor level you selected when concluding the contract. You decide for yourself at which seniority level you would like to offer which role.
Are special prices also possible when submitting a tender?
Yes and no. Normally, special pricing is not possible, as the standardized rate cards are intended to speed up the quotation process and offer our clients comparability and predictability. However, if a special pricing is requested by the client within the RfP (e.g. "blended rates / mixed prices / fixed price or similar), or if a deviation from the rates is necessary for an offer submission, you can do this by adjusting the "advisor rate", i.e. the sales price of the service to White Label Advisory. Further commercial comments, such as travel cost information, can be entered via free text comments.
How are consulting services invoiced?
Your services will be invoiced to the client by us on the basis of the proof of performance submitted by you. Proof of services are typically prepared in advisor or client format and submitted to White Label Advisory at the beginning of the new month (for monthly invoicing) via email or the platform in the "Invoices" section. Special cases of invoicing (e.g. payment milestones or similar) would be agreed separately between the parties.
Advisor Marketplace
What is the "Advisor Marketplace"?
The "Advisor Marketplace" is a marketplace for our affiliated consulting firms if you have a shortage of time, resources or expertise. You too can benefit from the network of our partner consultancies and thousands of qualified experts at any time and use them for your own projects.
What can I use the "Advisor Marketplace" for?
You can use the "Advisor Marketplace" in a variety of ways. Whether it's staffing problems with clients, a missing Subject Matter Expert for one of your projects or the initiation of a bidding consortium - you can use the "Advisor Marketplace" to ask for immediately available expertise as part of a "request" - and White Label Advisory will take care of the rest. As a WLA.ONE | PRO user, it is also possible to offer your own services (e.g. free resources, marketing cooperations, etc.) to other consulting firms from our curated portfolio as part of an "Offer" on the Marketplace.
How can I report my own requirements?
You can formulate a new "post" at any time via the platform under "Advisor Marketplace". If you need external support - e.g. entire teams from our partner consultancies - or occasional freelance support, you can formulate a request and we will be informed directly about your requirements. Ideally, you should tell us the specialist requirements profile and the commercial framework (daily rate / hourly rate). We also ask that you only report requirements for which a concrete assignment situation is in prospect.
How much does it cost to submit a request via the "Advisor Marketplace"?
Nothing. Submitting requests via our "Advisor Marketplace" is completely free of charge for you. In the end, you only pay the agreed daily rate for the resources we provide when you place an order. We will base this on your specifications for a purchase price. If you want to place your own offers, an upgrade to WLA.ONE | PRO is necessary. This incurs annual fees per advisor (not per user).
Will my post be visible to everyone on WLA.ONE?
Yes and no. The "Advisor Marketplace" is anonymous with regard to "requests", i.e. the search for external consulting support for consulting, and your requirements are not automatically advertised publicly. We take over the active and targeted search for the required resources for you and curate suitable consultancies within our advisor portfolio and our "WLA Expert Network" for you. Depending on the topic, we reserve the right to advertise the requirement - in anonymized form and marked as a "Marketplace" requirement - on our partner consultancies via WLA.ONE in order to identify even more potential candidates. Posts in which you as a WLA.ONE | PRO user have something to offer will be directly visible to all registered and activated managers of our partner consultations.
Advisor Ecosystem
What is the "Advisor Ecosystem"?
The "Advisor Ecosystem" is an overview of service providers and software providers whose performance we are convinced of as a white label advisory. All ecosystem partners offer services that can provide great added value both for internal processes at advisory service providers and in their work with clients. We would like to use the "Advisor Ecosystem" to bring together supply and demand for these services.
What advantages do I have as an advisor through the "Advisor Ecosystem"?
The advantages of the "Advisor Ecosystem" are manifold. In addition to information about the services, our ecosystem partners offer you exclusive conditions in various areas such as tools for preparing offers, lead generation, project or customer management.
How much do the offers in the "Advisor Ecosystem" cost?
Different. The prices for the respective services are determined by our cooperation partners themselves. As an Advisor of White Label Advisory, you can take advantage of the exclusive benefits and conditions of the "Advisor Ecosystem" as a free service on our part.
How do I become an "Advisor Ecosystem" partner of White Label Advisory?
If you offer a service or software that either supports consulting firms or can help clients of consulting firms, you meet the requirements to become an Ecosystem Partner. We would be happy to show you in a personal meeting the conditions under which a listing is possible - and what advantages participation has in store for you.
What is WLA.GPT and what advantages does AI offer in the quotation process?
With WLA.GPT, we offer you AI-based support in the quotation process. WLA.GPT is part of the WLA.ONE | PRO upgrade, which is subject to a fee, and supports consultations in the preparation of quotations - or other sales or marketing-related activities.
Password & Security
How do I reset my password?
You can change your password at any time in the "Profile" area. If you have forgotten your password, you can reset your password here under "Forgot your password" and you will immediately receive an email with instructions on how to proceed. If you have any problems, please contact us at any time.
My log-in is not working, what do I have to do?
If the log-in process does not work despite resetting your password, please contact us via our chat or by email at support@whitelabeladvisory.de. We will help you immediately.
Is a shared account possible?
Yes, you can create a "shared" account (e.g. via a function mailbox) in justified cases. However, we would like to refer you to the terms of use and recommend that you name a specific contact person on your side for any queries.
What other terms of use need to be observed?
You can view the current version of the WLA.ONE terms of use here at any time.
Is the data I have provided secure?
Yes, your data will be used in compliance with data protection regulations. You can find our privacy policy here.
We are your wingman in selling professional services. Together we find real new customers for your next project. Whether it's a strategy consultancy, IT service provider, auditing firm or engineering office: we are at your side to present you and your offer to our clients. Would you like to learn more about us in a personal meeting? I am looking forward to your appointment request!