✅ SaaS Setup Playbook – Launching Your HighLevel Agency (Step-by-Step) / part 1

Ready to start selling SaaS with GoHighLevel? Before you pitch or onboard a single client, you need a clean, fully configured agency setup. This guide walks you through the exact steps to get your foundation right.

1. Create Your GoHighLevel Agency Account

If you haven’t already, start with a GHL agency subscription. This gives you access to sub-accounts, the SaaS configurator, white labeling, and the ability to resell services.

Tip: Choose the SaaS Pro plan if you want full automation and margin control.

2. Activate LeadConnector

Go to your agency dashboard → Settings → Twilio/LC Email Setup. Activate LeadConnector for:

• Automated SMS and email
• Local presence phone numbers
• Smart routing through GHL workflows

⚠️ Without this, your automations won't trigger properly.

3. Set Up Your White-Labeled Login URL

Brand your client login portal (e.g. portal.youragency.com) by:

• Setting up a CNAME in your domain registrar
• Pointing it to app.gohighlevel.com
• Assigning the URL in your Agency Settings

4. Set Your API Domain

For API use and branding consistency:

• Add a second CNAME (e.g., api.youragency.com)
• Point it to api.msgsndr.com
• Assign this under the Developer/API section

5. Upload Your Logo & Enable AI

Add your agency’s logo and color scheme under Agency Settings > Company.
Then activate HighLevel’s built-in AI for workflows, messaging, and snapshot building.

🧠 The AI builder can speed up client onboarding by 3×.

6. Connect Your Stripe Account (Agency Level)

To handle client billing directly:

• Go to Settings > SaaS Configurator
• Connect your Stripe account
• Add your base subscription plans (Starter, Standard, Premium, etc.)

7. Import the Local Hero Snapshot

Download the Local Hero Playbook snapshot and upload it into your Agency Library.
This includes:

• Landing pages
• Email/SMS workflows
• Calendars
• Custom values

Use it as a launch template for each new client.

8. Configure Your SaaS Plans

Inside the SaaS Configurator, assign features and automations to each pricing tier:

• Number of users
• Email/SMS credits
• Premium features (AI, reporting, GMB chat, etc.)
• Pricing and trial options

Test each tier before going live.

✅ Final Checklist

🔗 Next Step

Ready to build sub-accounts and launch client sites?

👉 Continue to part 2:

✅ Sub-Account Power Setup – HighLevel for Local Clients / part 2

Set up client sub-accounts in GoHighLevel like a pro. Learn how to configure domains, phone numbers, Stripe, custom values, booking calendars, workflows, and test your funnel before launch.

HighLevel Playbooks for Automation and MarketingZoltan Juhasz