For marketing agencies
Launch Every Client on GoHighLevel in Days, Not Months
You sell results, not CRM configuration. We build the snapshot, the sub-account structure and the onboarding automations once, so every new client goes live in under a week and your team never rebuilds the same workflow twice.
What usually breaks
Where Agencies Leads Get Lost
We've set up, migrated or rescued more than sixty GoHighLevel accounts. In this industry the leaks are almost always in the same four places.
Every client is a rebuild
Someone spends a week recreating pipelines, workflows and calendars that exist in another sub-account already, with small differences nobody documents.
Snapshots that break on import
Hard-coded phone numbers, calendars and user IDs travel with the snapshot and silently misfire in the new account.
Onboarding lives in someone's head
A2P registration, domain setup, Stripe, Google Business, email warm-up: the checklist is real but it isn't written down, so steps get skipped.
Clients can't see the value
Leads are being handled, but the client only sees an invoice. Without a clean report, retention depends on how they feel that month.
What we build
The Marketing Agencies Flow, End to End
The same order every time: the CRM set up right, then the automations that move the numbers, then the funnels, calendars, payments and reporting around them.
A snapshot per offer
One tested snapshot for each service you sell, built to import clean: no hard-coded IDs, placeholder values flagged, naming conventions baked in.
Sub-account onboarding flow
An internal pipeline that walks each new client through A2P, domains, calendars, payments and go-live, with tasks assigned and nothing skipped.
Client-side speed to lead
Missed-call text-back, instant form replies and lead routing configured in the snapshot, so every client gets the automation that moves numbers first.
SaaS mode and billing
Plans, rebilling for SMS and email, and the client-facing app configured so you earn margin on usage without spreadsheets.
A report clients understand
Dashboards and a monthly summary showing leads in, speed of reply, booked appointments and revenue by source. Retention gets easier.
Guardrails for your team
Roles, permissions and a change log, so a junior can launch a client without being able to break another one.
What changes
Numbers From Builds Like Yours
Figures from our client work and the standards we hold every build to.
The onboarding pipeline we build runs in five working days when the client supplies numbers and domains on time.
Update the snapshot once, roll the change to every client. No more hunting through sub-accounts for the old version.
Many of them arrived through agency partners who wanted their client accounts set up properly the first time.
The Agency Snapshot Playbook
How we structure a snapshot, what must never be hard-coded, and the go-live checklist we run for every sub-account.
From the Insights blog
Read Before You Book
Three articles that explain how we think about this industry, in more detail than a sales page should.
FAQ
Questions We Hear From This Industry
Yes. Most agency work is delivered under your brand. Your client sees your name on the account, the documentation and the walkthrough videos. We stay behind the scenes unless you want us on a call.
Usually, and it's faster than starting over. We import it into a clean test account, list everything that breaks or is hard-coded, then fix and re-export with version notes.
A fixed price for the snapshot and onboarding build, then a per-client launch fee or a monthly retainer if you want us to run onboarding for you. You pick what fits your margins.
Only if you ask. Some agencies want us on the kickoff call as their technical team; others keep us fully behind the curtain. Either works.
Stop Rebuilding the Same Account for Every Client
Thirty minutes on your screen. We'll look at your current snapshot and onboarding steps and show you where the hours are going.
No pressure and no sales script. Just a straight look at your flow and the fastest way to fix it.