10 Steps
Setting Up Your Agency Sub-Account
Updated Mar 7, 2026
Configure your GHL agency account from scratch: SaaS mode, white-label, A2P compliance, phone system, payments, email domain, and rebilling. The foundation before your first client ever logs in.
7 Steps
Building Your First Package
Updated Mar 7, 2026
One offer, one price, scoped tight enough to deliver without drowning. How to define what goes in, what stays out, name it so it sells, and set it up in GHL.
7 Steps
Pricing Without Guessing
Updated Mar 7, 2026
Setup fees, monthly recurring, calculating what you need to charge to survive, when to raise prices, and the math most agencies never do until they're broke.
7 Steps
The Alpha Test
Updated Mar 7, 2026
Launch your MVP to five people at a locked-in price. They get a deal. You get validated learning, real feedback, and testimonials. Based on Lean Startup methodology applied to agency services.
8 Steps
Your First Five Clients
Updated Mar 7, 2026
A practical guide for GHL agency owners on landing their first paying clients. No ads, no funnels. Just conversations, audits, and closing.
7 Steps
The Audit That Sells For You
Updated Mar 7, 2026
Build a repeatable audit process that exposes the gaps in a prospect's business so clearly that the sale makes itself. What to check, how to score it, and how to present it.
8 Steps
Get Found First
Updated Mar 7, 2026
Google treats your client's business as an entity. Their Google Business Profile defines the categories and services. Their website proves it. When the two match word for word, Google rewards it. Here's how to wire that.
8 Steps
Respond Instantly
Updated Mar 7, 2026
Speed to lead is everything. The workflow that fires the moment a new lead enters the system -- text in 30 seconds, email in 2 minutes, task assigned in 5. Most businesses respond in hours. Yours responds in seconds.
7 Steps
Setting Up Your First Review Engine
Updated Mar 7, 2026
Connect GBP, configure review requests, install Reviews AI, launch the unanswered review drip, and embed the widget. Take a client from 12 ignored reviews to an active review machine.
7 Steps
The Database Reactivation
Updated Mar 7, 2026
Every client is sitting on a goldmine of past customers and old leads they forgot about. It costs a fraction of new acquisition to bring them back. Here's how to run it.
10 Steps
Your AI Receptionist
Updated Mar 7, 2026
Set up Voice AI and Conversation AI in GoHighLevel as a working AI receptionist. Inbound calls, web chat, prompt writing, actions, testing, and deploying to your first client.
8 Steps
The 90-Day Agency Checkpoint
Updated Mar 7, 2026
Where you should be at 90 days, what to measure, what to fix, when to hire, when to raise prices. The honest self-audit that separates agencies that survive from ones that don't.