Blueprint for Success: How To Set Up Your Go High Level Agency in 30 Days or Less

Starting your own Go High Level (GHL) agency can feel like a daunting task. With so many moving parts to manage, from choosing the right plan to setting up automation workflows, it’s easy to get overwhelmed. But with a clear plan and the right tools, you can launch your agency smoothly and start attracting clients in no time.

Step 1: Define Your Niche and Pricing Structure

The foundation of your agency begins with knowing your audience. Are you targeting realtors, contractors, or perhaps marketing consultants? Maybe your just interested in selling one feature, similar to the Calendly or Clickfunnels business models. Once you’ve nailed down your niche/vertical, outline your pricing structure. Decide what’s included in your packages, which features you’ll enable, and whether you’ll offer rebilling options for services like SMS , premium action or email usage. Will you give your accounts Credits for sms and email, monthly, one time or will it be only at certain pricing levels.

Step 2: Set Up Your Agency’s Core Infrastructure

Your agency’s setup starts with configuring key elements:

• Platform Customization: Choose the right High Level plan, set up your agency’s domain, and white-label vs No whitelabel the main factor is to ensure the platform has a professional consistent look.
• Communication Tools: Decide between Twilio or LC Phone for client communications and configure email services with a custom and dedicated domains.
• Payment Processors: Select and integrate a payment processor that aligns with your agencies needs. It is important here to choose one that will align with High Levels platform and capabilities for rebilling.
• Regulatory Compliance: Register your account for A2P toll-free texting regulations to ensure your agency complies with SMS messaging laws and will be able to use the text features.

Step 3: Build Client-Facing Features

The customer is the most important part of your setup. Your ultimate goal is to ensure that your clients are successful and stay with you for the long term. Think of yourself as a partner in their business. By providing them with the tools, guidance, and support they need, you help them thrive and that success reflects on your agency.

To create a stellar client experience:

• Set up a client portal for easy access to their tools and analytics, giving them a central hub to manage their subscription.
• Create an automated onboarding process with step-by-step instructions and nurturing emails to guide them through using the platform, ensuring they feel supported from day one.
• Integrate social accounts like Facebook and Google Business Profiles to help you create and manage a social presence for your agency, making it easier for you to attract and engage customers.

When your clients succeed, so does your agency. Building strong, client-centric features ensures they see the value you bring and stay loyal to your services.

Step 4: Automate and Train

Automation is your secret weapon. Use GHL to:

• Set Up payment reminders and manage failed payments automatically.
• Build workflows for , onboarding, payment management, internal team notifications, lead nurturing, follow-ups, and review requests.
• Offer weekly training sessions to help clients confidently navigate the platform.

Step 5: Market and Grow

Your agency website is your storefront. Decide whether to list pricing upfront or require consultation calls. Connect with potential clients through targeted campaigns and leverage your network for referrals.

Bonus Tip for Staying Organized

After your clients purchase from you, segment them into smart lists within your High Level system. This will allow you to easily send targeted announcements and updates.

Face it! High Level releases new features almost daily! ?? By segmenting your clients, you can quickly inform them about updates that impact their business, ensuring they stay in the loop and continue seeing the value in your services.

Feeling Overwhelmed? We’ve Got You Covered!

If this sounds overwhelming or you’re looking for a fast-track solution to get your Go High Level Agency set up in just 7 days, we’re here to help!

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We are the complete Go High Level Agency Set Up Solution for Go High Level Agencies. Let us handle the setup so you can focus on growing your business.