How Agencies Can Use the HighLevel 30 Day Trial to Build a Sellable SaaS Offer
TLDR
Use SaaS Mode, snapshots, AI automations and rebilling during your 30 day trial to build and validate a sellable SaaS package. Agencies often launch a minimal offer, onboard their first client and set up recurring revenue before paying for the platform.
Goal of this support post
Help agency owners turn the extended 30 day trial into a working SaaS product with automated onboarding, pre built account templates and AI driven client support.
✅ HighLevel 30-Day Free Trial
Why agencies use the 30 day trial
Agencies get extra time to build a complete system:
- One branded SaaS product
- A repeatable onboarding flow
- Automated support workflows
- A white label dashboard
- Client accounts created on autopilot
Extra trial time removes stress and lets you launch a real offer before upgrading.

What you set up
1. SaaS Mode
This turns your agency into a software provider. Client sub accounts get created automatically when they sign up.
2. Rebilling
You charge clients for email, phone and Conversation AI usage. HighLevel bills you and you set your markup.
3. AI support workflows
AI summarizes conversations, categorizes tickets and writes answers for basic client questions.
4. White label dashboard
Your logo, colors and custom domain replace HighLevel branding.
5. A base snapshot
Create a template with pipelines, workflows, funnels and onboarding steps your clients receive instantly.
30 day execution plan for SaaS agencies
Week 1: Build your SaaS offer
Pick a niche, set your pricing, activate SaaS Mode, define what clients receive.
Week 2: Build your snapshot
Create a CRM pipeline, add two or three workflows, include lead capture, booking and one follow up sequence.
Week 3: Automate onboarding
Turn on auto sub account creation, build an AI assisted welcome sequence and add a training checklist inside the dashboard.
Week 4: Pre sell and onboard
Reach out to prospects, offer early access pricing and onboard your first client inside your snapshot.
FAQ
Is SaaS Mode included in the 30 day trial?
Yes, as long as you pick SaaS Pro from the signup page.
Can I onboard paying clients during the trial?
Yes, agencies do this often. It helps validate your offer before upgrading.
Do clients see HighLevel anywhere?
No. Branding is fully removed when you set up your custom domain and desktop app.
Can AI help support clients?
AI generates replies, summarizes conversations and helps with ticket triage.
Can I charge for usage?
Yes, rebilling lets you add markup on email, phone and Conversation AI.
✅ HighLevel 30-Day Free Trial
HOWTO: Build a SaaS product inside the 30 day trial
- Open Zoltan’s extended trial link
https://www.gohighlevel.com/details-ai-agency-white-label - Pick SaaS Pro
- Activate SaaS Mode under Agency Settings
- Build your base snapshot
- Add AI steps to your workflows
- Create a pricing page
- Test auto sub account creation
- Onboard your first trial client