White‑Label & Selling Checklist

Use this checklist to rebrand the template, make the docs consistent with your product, and ensure a buyer can go from “clone” to “deployed” without guessing.

1) Rename + Company Info (single source of truth)

Update src/config/brand.ts:

  • productName (used as the app name)
  • companyName, support/legal/privacy emails
  • Social links (footer + structured metadata)

2) Logos + Social Preview Assets

Replace the default assets in public/:

  • logo_light.svg / logo_dark.svg
  • og-image.png (1200×630)
  • favicon.ico / apple-touch-icon.png

3) SEO Copy (what shows in Google + link previews)

  • Global metadata: src/config/app.ts
  • Page-specific titles/descriptions: src/config/seo.ts
  • Docs metadata: src/app/docs/[slug]/page.tsx

4) Pricing, Credits, and Models (match Stripe + your costs)

  • Models + credit cost per 1k tokens: src/config/ai-models.ts
  • Tier limits + allowed models: src/config/pricing.ts

Before selling, make sure:

  • Your Stripe products/prices match STRIPE_PRO_PRICE_ID, STRIPE_TOPUP_PRICE_ID, STRIPE_ENTERPRISE_PRICE_ID
  • Credit allocations match what you promise on the pricing page

5) Trust / Legal Pages (replace placeholder text)

Review and customize these marketing routes:

  • src/app/(marketing)/terms/page.tsx
  • src/app/(marketing)/privacy/page.tsx
  • src/app/(marketing)/security/page.tsx
  • src/app/(marketing)/subprocessors/page.tsx
  • src/app/(marketing)/data-retention/page.tsx
  • src/app/(marketing)/status/page.tsx
  • src/app/(marketing)/dpa/page.tsx
  • src/app/(marketing)/gdpr/page.tsx

6) Buyer Setup Flow (make it hard to get stuck)

  1. Keep .env.local.example up to date with every required key.
  2. Ensure content/docs/configuration.mdx matches the env template and Stripe/Supabase steps.
  3. Point buyers to the built-in checklist: /dashboard/setup.

7) Production Readiness Checklist (minimum)

  • Database schema applied: src/db/schema.sql
  • Supabase Storage bucket exists: uploads
  • Stripe webhook configured: /api/webhooks/stripe (include checkout.session.completed, invoice.paid, customer.subscription.deleted)
  • NEXT_PUBLIC_APP_URL set to the production domain
  • Supabase Auth URL configuration includes https://your-domain.com/callback

8) Quick Demo Script (for selling)

In Stripe test mode + local dev:

  1. Create a user (email magic link or OAuth).
  2. Upload a PDF/TXT/MD document.
  3. Ask a question using RAG (select the document).
  4. Trigger a top-up / subscription and confirm credits + tier update in the dashboard.