Agency · GoHighLevel

GoHighLevel Agency CRM Setup

A marketing agency was using three different tools (HubSpot, Calendly, ActiveCampaign) and bleeding $500/month for each client. I consolidated everything onto GoHighLevel, set up sub-accounts per client, and built reusable templates that turn new client onboarding into a 30-minute job.

Role
CRM Architect
Year
2025
Tools
GoHighLevel, Twilio, Stripe
GoHighLevel agency CRM setup

GoHighLevel · sub-account architecture and pipeline templates

What I set up

  • Agency-level architectureMaster account with snapshot templates, default pipelines, and a standard email/SMS sequence library.
  • Per-client sub-accountsEach client gets a branded sub-account that inherits the agency template and can be customised without breaking the parent.
  • Pipeline templatesFive pipeline templates ready to deploy in any sub-account.
  • Automation library20+ reusable automations covering registration, trial request, upgrades, review requests, and reactivation.
  • Reporting setupClient-facing dashboards that strip the agency-internal data — clients see only what's relevant to them.

The toolchain

GoHighLevelTwilioStripe

Outcome

3 → 1
Tools consolidated
Into one CRM.
$500
Saved per client / month
Tool cost eliminated.
30 min
New client onboarding
With templates ready to deploy.