done for you White label service

High Level sub-Account Setup

The ultimate solution for agencies looking to offload the technicalities of the high level sub-account setup processes each time they sign up a new SaaS customer.

This is a done-for-you service where we will properly set up a new GHL sub-account with all the critical functions like the phone system, email and integrations for one of your SaaS clients on your behalf.

The Sale Ready Company:

What It Takes to Create a Business Someone Would Want to Own Even If You Have No Intention of Selling

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Business:

A Fable About Creating an Economically and Personally Sustainable Business

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This service includes:

Managing the process of acquiring all of the critical pre-setup resources

We will liaise with your client directly (or via you if preferred) to obtain access to assets that'd be required for a proper sub account setup.

  • Business information and logo for setup of the sub-account and profile.

  • Docs required for registration of a Regulatory Bundle (needed for the LC phone system).

  • Credentials for setup of integrations

  • Access to DNS manager (to manage records)

*Typically we recommend transferring DNS management via a Cloudflare account (Free)

  • Website Access (so we can integrate Webchat widget)

HighLevel Sub-account set up with all the critical functions

Sub-account set up with all the critical functions like:

  • Proper Setup of a Business Profile for good compliance

  • The LC phone system and applying for a Regulatory Bundle

  • Dedicated phone number for 2-way sms, calls and voicemail recordings

  • The LC email system with dedicated sending domain (and all the right config for best deliverability)

  • Configuration of Calendar Settings (preferences, availability and connections)

  • Domain & DNS setup (For funnels , websites, sending email domain)

  • Webchat config and integration with a website

  • Reputation setup (Review link, Review request message, Review widget for website,

  • Membership Settings (App Settings, Custom Domain, Email and Site)

Dedicated Slack Channel & Progress Tracking via ClickUp

Liaising with your client during the process (on your behalf) via a temporary white-labelled Slack channel and account setup progress tracking via shared ClickUp List (for you to see where we're at)

Configuration of all Integrations

1x Integration guided setup call with your client (anything we can’t integrate without your client present, will get done on this call or via a secure Slack channel).

  • Integration of Stripe Account

  • Integration of Google Analytics

  • Integration of Google Adwords

  • Integration of Facebook Page and Instagram for DMs

  • Integration of Google My Business Account, GMB Messages and Call tracking

  • TikTok Lead Forms (and Lead Form Fields Mapping)

  • Facebook Lead Forms (and Lead Form Fields Mapping)

  • Facebook Lead Forms (and Lead Form Fields Mapping)

  • Social Media Channels in Social Media Planner

1x User Setup

Assisting your client with their personal user account setup. This means we will setup:

  • Set personal info & photo

  • Setting up email signature

  • Configure the right user permissions

  • Set Call & Voicemail settings

  • Integrate user's Zoom (or Google Hangout) account for any future Online Video meetings

  • Integrate user's Google or Outlook calendar
    *This will then be used by any appointments scheduling system for obtaining availability.

  • Configuring user's Google or Outlook for a 2-way email sync.

Final Testing

To make sure account is fully functional and ready, we will run a few live tests to make sure the system operates as intended:

  • We'll check Email deliverability

  • We'll check Email replies come back

  • Test of the Call system

  • Review requests system (to make sure message go out and have the right Google Review links

  • Test of SMS deliverability and proper Opt-out setting (for compliance)

1x Onboarding Call

Initial onboarding 45 minute zoom call with your client on your behalf once the account is setup. This will cover the essential day to day functions of the system like 2-way conversations, CRM Functions, Email marketing and Social Media Planner.

Why invest over 15 hours of your precious time learning and setting up High Level sub-accounts for your clients when our white label service can do it for you?

Our team of professionals can take care of everything, from configuring all of the functionalities like LC Email and LC Phone system, dealing with setup of all the integrations, liaising with your client to get access to their assets, testing & user onboarding.

With our help, you can save yourself over 15 hours while delivering exceptional sub-account setup experiences to your clients.

For just $397 (in USD) you can focus on growing your agency while we take care of the technicalities. Let us help you boost your agency's efficiency and exceed your clients' expectations with our High Level Sub-Account Setup as a service.

That's on your behalf mind you! Fully representing you under YOUR Agency Branding throughout the process.

Your clients won't know and you'll have someone in your corner you can rely on, without having to worry about ongoing wages and any other headaches that are typical with having to manage employees.

All thanks to our fixed costs and streamlined delivery you can feel rest assured that your clients will be looked after and be happy while you are focusing on sales and acquisition of more clients.

So let us help you boost your agency's efficiency and exceed your clients' expectations with our High Level Sub-Account Setup As A Service

Cost To You

*All fees in USD

We charge a base fee of $397 (in USD) for the Done for You High Level Sub-Account Setup White Label Service

The standard inclusions are as follows:

  • Managing the process of acquiring all of the critical pre-setup resources

  • HighLevel Sub-account set up with all the critical functions

  • Dedicated Slack Channel & Progress Tracking via ClickUp

  • Liaising with your client during the process (on your behalf)

  • Configuration of all Integrations

  • 1x User Setup

  • Final Testing

  • User Onboarding Call and Q&As

Extra Fees

Please note that if your client requires any additional users to be setup and onboarded and/or Shopify Integration we will charge extra as follows:

  • 150 for Shopify Integration Setup

  • 100 for each additional user setup

Generate $203 profit ...on TOP of your SaaS Subscription!

...without having to do the work your self and without the headaches of having to keep switching between sales and fulfillment...

We recommend you charge your clients anywhere from $600 for the setup of their account when they sign up for your SaaS. Taking in to account our fees that would mean you're making following profit:

  • 600 - $397 (in USD) (our fee) = $203 profit

Think of it like a Strategic Partnership

Hiring us as your strategic partner is a great way to scale your agency. You get to focus on sales and client acquisition while we help handle the High Level Sub-Account Setup for you behind the scenes. We are here to make sure you get the best results for your clients, with minimal effort from your side. With our help, you can focus on what you do best which is growing your SaaS Agency.

How it works

If this is your first time with us the best place to start is to organise a quick call to meet over Zoom and make sure that this is going to work for both you, your client and us.

We have a strict no dickheads policy, which means that we only work with good quality agencies where we can build ongoing 'Strategic partnerships' and where value is met on both ends.

Other than that, the process for requesting a 'High Level Sub-Account Setup' is as follows:

Complete the job order form by clicking the button bellow:

We will send you an invoice so you can pay

*We do not commence any work until this is done.

Once invoice is paid we will get to work and keep you informed on our progress via dedicated ClickUp tasks lists and Slack channel.

FAQs

What resources do you require from my client/s?

In order to setup an account we will need business information, brand assets, credentials for setup of integrations, DNS & Website Access and Regulatory Bundle requirements.

The way we get this information is via a survey form which we help you setup on your end and you then simply share PDF of the submission once client fills the form.

Complete list of Requirements before we start the account setup below:

  • Business Information

  • Staff Team Information

  • Business Logo

  • Business Registration Certificate

  • Proof of Business Address

  • Access to DNS manager (to manage records)

  • Google My Business Profile Admin Access

  • Google Account Admin Access

  • Google Analytics Account Access

  • Google Adwords Account Access

  • Google Search Console AccessF

  • Facebook Page & Instagram linked together

  • Enable Instagram DM Messaging via Meta

  • TikTok Business Account

  • Stripe Business Account

  • Back End Access to WordPress

  • Database for CRM

  • DNS Access (Ideally Cloudflare)

What exactly does the GHL Account setup include?

We will properly set up a new GHL sub-account with all the critical functions like the phone system, email and integrations for one of your SaaS clients on your behalf.

Full list of what we setup:

  • Proper Business Profile Setup

  • Setup Regulatory Bundle & Setup Phone number

  • Configuration of Domain or Subdomains for Funnels / Website

  • Configuration of Email Dedicated Domain and proper DNS 

  • Configuration of Reputation Settings

  • Setup of one basic opportunity pipeline with 3 stages (leads, prospects, customers)

  • Setup of Chat Widget & Integration with clients' website

  • Assist your clients with Integrating Admin Google Account (Analytics account, Adwords account, Google My Business,Facebook Page and Instagram (for DMs), Stripe, Social Media Channels in Social Media Planner

  • Configuration of GMB Call tracking & Messaging

  • Configuration of Calendar Default Settings

  • Integration of Facebook Lead Form Fields Mapping

  • Integration of TikTok Lead Form Fields Mapping

  • Configuration of  Membership Settings

  • Configuration of  Labs Settings 

  • Enabling 'Associate companies with contacts' 

  • 1x User Setup - Assisting your client with their personal user account setup. This means User info, Email signature, Permissions, Call & Voicemail settings, Integrating Zoom, google or outlook calendar and 2-way email sync

How long does it take to fully setup an account for my client?

The length of the setup will depend on how fast your client provides all the necessary information to us but once we have everything we need, the account can be setup within 1 week.

What happens once the account is fully setup?

Once we've fully setup the account (completed all the items on our checklist) and tested everything to make sure it's working perfectly, we will then contact you to let you know our job is complete.

Does it include onboarding my clients on how to use the GHL software?

Yes initial onboarding will be provided via a zoom call with your client. This will cover the essential day to day functions of the system.

Here is what we'll go over with your client:

  • Dashboard - We will explain what it can do

  • Conversations

  • Contacts, Tasks

  • Reputation

  • Email marketing

  • Social media scheduling

Does it include any custom funnel build or automations?

No, this is purely to setup the critical functionalities and configure proper setup of GHL so that the account is ready for use by the client for the most basic stuff fast.

If you do want any custom setup to be done by us for your client, we do have a range of premium 'modular' systems we can install and customise in side your client's sub-account. Get in touch with us for more details.

Does it come included with any Snapshot Installation

No, this is simply to setup the GHL account with all the

No, this is purely to setup the critical functionalities and configure proper setup of GHL so that the account is ready for use by the client for the most basic stuff fast.

We do have a range of premium 'modular' snapshots available for purchase that you can then instal and setup for your client by your self or we can do full instal of these and customise in side your client's sub-account on your behalf.

Get in touch with us for more details.

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Contrary to popular belief, Lorem Ipsum is not simply random text. It has roots in a piece of classical Latin literature from 45 BC, making it over 2000 years old. Richard McClintock, a Latin professor at Hampden-Sydney College in Virginia, looked up one of the more obscure Latin words, consectetur, from a Lorem Ipsum passage, and going through the cites of the word in classical literature, discovered the undoubtable source.


Contrary to popular belief, Lorem Ipsum is not simply random text. It has roots in a piece of classical Latin literature from 45 BC, making it over 2000 years old. Richard McClintock, a Latin professor at Hampden-Sydney College in Virginia, looked up one of the more obscure Latin words, consectetur, from a Lorem Ipsum passage, and going through the cites of the word in classical literature, discovered the undoubtable source.


Contrary to popular belief, Lorem Ipsum is not simply random text. It has roots in a piece of classical Latin literature from 45 BC, making it over 2000 years old. Richard McClintock, a Latin professor at Hampden-Sydney College in Virginia, looked up one of the more obscure Latin words, consectetur, from a Lorem Ipsum passage, and going through the cites of the word in classical literature, discovered the undoubtable source.

Lorem Ipsum is not simply random text. It has roots in a piece of classical Latin literature.

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