Fixed-price package

Agency Master Snapshot Build

Your agency back end built once: pipelines, workflows, reporting and a tested, reusable master snapshot.

Agency team working together around a table with laptops

Who it is for

Agency owners and GoHighLevel resellers who have the front end handled, a site, calendars, forms, payments and an approved A2P registration, and now need the back end built once so every client onboarding is a load and a checklist instead of a rebuild.

What you get

Pipeline architecture: a sales pipeline and a fulfillment pipeline with stage definitions and exit criteria written down, so your team and your automations agree on what each stage means
The core workflow set built to be reused: speed to lead, missed call text back, appointment confirmation and reminders that cancel themselves on reschedule, no show recovery, review requests, long term nurture and internal team alerts
Custom fields, custom values and tags on one naming convention, so a new client sub-account is configured by filling in a values list rather than opening workflows and editing them
Client onboarding kit: an intake form, a custom values checklist and a sequenced setup order, so the person doing your onboarding does not need to understand the automation to run it
Reporting your clients will actually read: dashboards for lead source, response time, pipeline conversion and appointment outcomes, plus a scheduled email summary
Snapshot taken and test loaded into a clean sub-account, with live test contacts pushed through every workflow and a written report of what transferred and what has to be set per client
Load and configure runbook plus a Loom walkthrough, written so your team onboards the next client without calling us

What is not included

Your GoHighLevel agency subscription and sub-account costs, which you buy and own directly
A2P 10DLC registration for client sub-accounts. Each client registers its own brand and campaign; yours being approved does not carry into a snapshot
Anything GoHighLevel snapshots do not carry: phone numbers, connected domains, payment and Stripe product connections, calendar ownership, and third party integrations. These are set per client and the runbook covers them
Funnel, website and course design, since the front end is already built
White label domain, SaaS mode and client rebilling configuration, quoted separately
Changes to the snapshot after handoff, which are covered by the Care Plan or quoted as a sprint

Related reading: GHL CRM Setup and Automation.

How it works

Kickoff and architecture, 60 minutes

We map how you sell and how you deliver, name the pipeline stages in your language and agree the workflow list in writing before anything is built.

Build in a dedicated master sub-account

Everything is built in a sub-account kept clean for the purpose, so no client data or client specific setting is ever baked into the snapshot you reuse.

Test load into a fresh sub-account

The snapshot is taken and loaded somewhere new, then live test contacts run through every workflow. You get the written report of what carried and what has to be set per client.

Handoff

Runbook, Loom walkthrough and a 14 day window to raise anything your first real client onboarding turns up.

Questions about this package

What actually travels inside a GoHighLevel snapshot?

Pipelines, workflows, triggers, custom fields and values, tags, forms, surveys, calendars, templates and funnels travel. Phone numbers, A2P registration, connected domains, payment integrations, calendar ownership and third party connections do not. The test load is where you see that list for your own snapshot, with your own account in front of you, rather than discovering it during a client onboarding.

Why build it in a separate sub-account instead of ours?

A snapshot taken from a live client account carries that account's settings and habits with it, and cleaning that out afterwards costs more than building clean once. The master lives in its own sub-account that you keep and that never serves a client.

How much is twenty five workflows in practice?

More than most agencies run. The core set covers lead response, booking, reminders, recovery, reviews, nurture and internal alerts, and still leaves room. If your build needs more we say so on the kickoff call and quote the difference before any work starts.

Can you build variants for different industries?

Yes. Each variant is forked from the master and adjusted for that industry's stages, qualifying questions and messaging. $1,200 each and about a week, and they stay related to the master so a fix in one is easy to apply across the others.

Our site, calendars, forms and payments are already built in GoHighLevel. Does that change the scope?

That is the ideal starting point and it is what this package assumes. We do not touch the front end. The work is the back end structure behind it and the snapshot that makes it repeatable.

Do we own the snapshot?

Yes. It sits in your agency account, the naming convention and runbook are yours, and nothing in it phones home to us. The Care Plan is available if you want us maintaining it, and it is optional.

How is this different from your $297 industry snapshots?

The industry snapshots are ready-made: the same snapshot for every buyer in that industry, and the $297 Launch Kit is the share link an agency loads into a client account. This package is custom: we build a master snapshot around your own agency's offers, process and naming, test-load it into a clean sub-account and hand over the runbook. Agencies often start with an industry snapshot and commission a master build once they know what they want to standardize.

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Starting at $1,750one-time, fixed scope

Website of up to five pages built in GoHighLevel on your domain (home, services, about, contact and a booking page), with your logo, colors and the copy you supply placed and edited for clarity
Domain connected with DNS records set, SSL issued, www and root both resolving, and the site verified live before any registration is filed
The pages carriers check for: a privacy policy and terms of service that state how phone numbers are used and that SMS consent is never shared with third parties for marketing, plus a visible SMS consent disclosure on every form

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Full account map: every workflow, trigger, tag, custom field, pipeline, calendar, phone number and integration, with what each one actually does today
Broken-behavior report: duplicate texts, reminders at the wrong time, wrong sending numbers, tag filters that do not filter, sequences that never stop, each traced to its cause
A2P 10DLC, phone number and email deliverability status check

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Want to talk it through first?

Book a 30-minute call. We will confirm the package fits, or tell you what would fix the problem faster.

Book a 30-minute call All packages

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.