GHL CRM Setup and Automation
Pipelines, workflows, follow-up sequences and reporting built around how your team actually sells.
Learn moreMarketing and Web Design Agencies
GoHighLevel for marketing and web design agencies
Agencies spend their days building follow-up for clients, and their own leads still wait in an inbox until someone has time. We build GoHighLevel to run your agency's own sales: every inquiry answered, every proposal chased and every retainer renewed before it lapses.
How GoHighLevel fits a marketing or web design agency: website inquiries, referrals and partner introductions land in one pipeline with an instant reply and a link to book a discovery call. A short qualifying form asks about the service, budget and timing, so unqualified leads get a polite reply and a resource instead of a call. Discovery calls get reminders, and the proposal goes out from GoHighLevel with follow-up until it is signed or closed. Signed clients get a contract and first invoice, then an onboarding sequence with an intake form, a request for logins and brand assets, and a kickoff call. Retainer clients get monthly report reminders, a renewal campaign before the term ends and a review and referral ask after a strong result. Web design projects get a launch checklist and a care plan offer at handoff. Your project tool stays the place where delivery happens. If you resell GoHighLevel to your clients as a SaaS or white-label platform, see our Agencies page at /industries/agencies/, which covers sub-accounts, snapshots and rebilling.
What usually goes wrong
- Inbound leads wait in a shared inbox while the team is busy with client work.
- Discovery calls are booked by email back and forth, and some prospects never get a time.
- Proposals go out once and are never followed up, so warm deals go cold.
- Onboarding stalls for weeks waiting on logins, brand assets and an intake questionnaire.
- Retainers end quietly because nobody started the renewal conversation in time.
- Happy clients are never asked for a review or an introduction.
What we typically build
- Speed to lead
- Instant reply to every inquiry and referral, with a discovery call booking link
- Qualifying intake
- A short form on service, budget and timing that routes leads to a call or a resource
- Proposal and contract follow-up
- Proposal, e-signed contract and first invoice from GHL, with follow-up until signed
- Client onboarding
- Intake questionnaire, access and asset requests with reminders, and a kickoff call
- Retainer renewals
- Renewal campaigns before each term ends, with an owner task for larger accounts
- Reviews and referrals
- Review requests and referral asks after launches and strong monthly results
Ready-made GoHighLevel snapshot for marketing agency
Marketing, online marketing and web design agencies who want their own inbound leads answered fast, proposals chased until signed, clients onboarded without delays and retainers renewed on time.
Inside: a 9-stage pipeline and 6 workflows (Speed to lead, Missed call text back, Proposal follow-up, Client onboarding, Retainer renewals, Reviews and referrals), plus forms, a booking calendar and a review request.
Marketing Agency GoHighLevel Snapshot
From $297. Install it yourself, have us install it, or have us tailor it with a website.
See the snapshot and options
Questions from operators in this industry
Is this page for agencies that resell GoHighLevel?
No, this page is about running your own agency's sales in GoHighLevel. If you resell GoHighLevel to clients as a white-label or SaaS platform, our Agencies page at /industries/agencies/ covers sub-accounts, snapshots and rebilling. Many agencies need both.
Can GoHighLevel send proposals and contracts?
Yes. GoHighLevel has built-in proposals, document signing and invoicing. The proposal goes out after the discovery call, follow-up runs until it is signed, and the signed contract can trigger the first invoice and the onboarding sequence.
How do we stop onboarding from stalling?
Send one onboarding message right after signing with the intake form, a request for logins and brand assets, and a kickoff booking link. Reminders run until each item is in, and the account manager gets a task when something is still missing after a few days.
Does it replace our project management tool?
No. Delivery stays in your project tool. GoHighLevel handles the client relationship around it: sales, onboarding, reminders, renewals and referrals. We can connect the two so a signed client creates the project automatically.
Can we track which channels bring our best clients?
Yes. Every lead keeps its source, and the pipeline reports revenue by source, so you can see whether referrals, partners, content or ads bring the clients who stay longest.
Talk to someone who has built GoHighLevel for marketing and web design agencies
A 30-minute call is enough to tell you what we would do first and what it would cost.
No pitch deck. We look at your current setup and tell you what we would do and what it would cost.Need more than GoHighLevel? Yotomations, our parent company, also builds AI agents, custom software and websites.