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

📘 Missed Part 1? Start here:

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

Step-by-step setup guide to launch your GoHighLevel SaaS agency. Learn how to activate LeadConnector, configure Stripe, set up your login portal, and import the Local Hero snapshot.

HighLevel Playbooks for Automation and MarketingZoltan Juhasz

Once your agency account is configured, it's time to get client sub-accounts up and running. This post covers the hands-on process of preparing each client’s workspace so it’s launch-ready with workflows, branding, Stripe, and calendars in place.

1. Set General Business Info

In the client sub-account, go to Settings > Business Info and fill in:

• Business name
• Phone number
• Time zone
• Email and website

This sets the defaults for email signatures, forms, and local automation timing.

2. Set Up the Website Domain

To assign a branded domain to the client:

1. Buy the domain or have the client provide one
2. Add a CNAME record pointing to cname.highlevel.link
3. Assign the domain under Sites > Domains

✅ Use SSL (toggle ON) to avoid browser warnings.

3. Purchase and Link a Phone Number

Under Phone Numbers, purchase a local number for SMS and calls.

• Choose area code based on the client’s region
• Set a forwarding number if calls are handled elsewhere
• Enable call recording (optional)

4. Create Custom Values

In Settings > Custom Values, create dynamic variables like:

• {{business_name}}
• {{booking_link}}
• {{support_email}}

These are reusable across emails, workflows, and funnels.

5. Configure Calendar for Bookings

Under Calendars, create one for:

• Free consultations
• Audit calls
• Sales or support bookings

Connect the calendar to a Google account and assign working hours.

Pro tip: Sync with Zoom or Google Meet for auto-generated links.

6. Integrate Stripe for Billing

Still inside the sub-account:

1. Go to Payments > Integrations
2. Connect the client’s Stripe account
3. Match it with a SaaS plan inside the SaaS Configurator

This lets your client charge their end-users and gives you revenue share.

7. Deploy a Website Template

Navigate to Sites > Funnels or Sites > Websites.

• Use the snapshot template (from Blog Post 1)
• Customize branding, logos, CTAs, and contact info
• Add thank-you and booking confirmation pages

8. Activate Key Workflows

Under Automation > Workflows, activate:

• New lead follow-up
• Missed call text-back
• Post-booking reminders
• Free audit confirmation and delivery

🧠 Edit delays, triggers, and messages to fit the client’s tone.

9. Test the “Free Audit” Claim Funnel

Simulate a lead going through the audit flow:

• Submit the form as a user
• Check SMS/email response
• Confirm booking lands in the calendar
• Review assigned task or internal alert

10. Simulate a Full Client Purchase

Use test mode in Stripe or create a $1 test product:

• Trigger a real order
• Watch the confirmation workflow activate
• Make sure emails, invoice, and access work as intended

🧾 Sub-Account Setup Checklist

🔗 Next Step

Ready to find real leads and close your first SaaS deals?

👉 Continue to Blog Post 3:

📍 Find, Pitch & Close – Prospecting & Sales for SaaSPRENEURS / part 3

Learn how to find, pitch, and close local business clients into your GoHighLevel SaaS plan. Includes outreach templates, audit delivery, and sales call scripts based on the Local Hero Playbook.

HighLevel Playbooks for Automation and MarketingZoltan Juhasz