Mastering GoHighLevel: Agency Sub-Account Setup Guide

Table of Contents:

1. Introduction
2. Setting Up the Sub Account
   1. Creating Sub Accounts
   2. Importing a Snapshot
   3. Manually Setting Up the Sub Account
3. Switching Between Sub Account and Agency Account
4. Using the Sub Account for Business Operations
   1. Automations
   2. Business Conversations
   3. Appointments
   4. Contacts and Leads
   5. Pipeline Management
   6. Collecting Payments
   7. Website and Funnels
5. Using the Custom Snapshot
6. Setting Up the Sub Account - Step by Step
7. Conclusion

Setting Up Your Go High Level Sub Account

In this article, we will guide You through the process of setting up your sub account on Go High Level. Go High Level allows you to Create sub accounts under your main agency account, which is perfect for managing different clients or business ventures. Whether you already have a Go High Level account and want to import a snapshot, or prefer to set up your sub account from scratch, we've got you covered.

1. Creating Sub Accounts

The first step to setting up your sub account is creating it. With Go High Level, you can create as many sub accounts as you need, as long as you are on the $297 plan or higher. To create a sub account, simply follow these steps:

1. Go to your agency account homepage.
2. Look for the "Add Subaccount" button and click on it.
3. Fill in the necessary details for your sub account, such as the business address.
4. Click "Save" to create your sub account.

2. Importing a Snapshot

If you want to set up your sub account in the same way as a predefined snapshot, Go High Level allows you to import snapshots from other accounts. To import a snapshot, follow these steps:

1. Click on the link provided below this video labeled "Snapshot."
2. A window will open, prompting you to import the snapshot.
3. Click "Yes, import now" to import the snapshot into your account.

3. Manually Setting Up the Sub Account

If you prefer to set up your sub account from scratch, follow these steps:

1. Open your sub account's homepage.
2. Fill in the necessary information in the provided boxes, such as account info and general info.
3. Click "Save" to save your sub account's settings.

4. Switching Between Sub Account and Agency Account

Once you have created your sub account, it's important to know how to navigate between your sub account and the agency account. To switch between the two, follow these steps:

1. To switch to your sub account, click on the "Switch to Sub Account" button.
2. If you want to go back to your agency account, click on the "Switch to Agency View" button.

5. Using the Sub Account for Business Operations

Your sub account is where you will carry out your business operations, such as automations, business conversations, appointments, and more. Here's how you can utilize your sub account effectively:

5.1 Automations

Set up automations in your sub account to streamline your business processes and save time. Automations allow you to automate repetitive tasks, such as sending follow-up emails to leads or triggering actions Based on specific conditions.

5.2 Business Conversations

Communicate with your leads and clients within your sub account. Use the built-in messaging and chat features to have conversations, answer inquiries, and nurture relationships.

5.3 Appointments

Manage your appointments within your sub account. Schedule appointments, send reminders, and keep track of your calendar seamlessly.

5.4 Contacts and Leads

Keep all your contacts and leads organized within your sub account. Easily manage and track their information, interactions, and progress in your sales funnel.

5.5 Pipeline Management

Effectively manage your sales pipeline within your sub account. Keep track of your leads' progress, move them through the various stages, and Never miss an opportunity.

5.6 Collecting Payments

Your sub account allows you to Collect payments from clients. Set up payment gateways and integrate them into your funnels to ensure seamless transactions.

5.7 Website and Funnels

Host your website and build out funnels within your sub account. Utilize Go High Level's intuitive drag-and-drop builder to create high-converting landing pages, sales funnels, and more.

6. Using the Custom Snapshot

If you prefer to use a pre-designed snapshot that has proven to be successful, you can take AdVantage of the custom snapshot provided in the link below the video. This snapshot has helped many users generate significant revenue over the past year. To use the custom snapshot, follow these steps:

1. Go to "Imported Snapshots" in your sub account.
2. Select "Jasper's Agency Snapshot."
3. Click "Select and Continue" to import the snapshot.
4. Your sub account will now have all the pre-configured settings from the custom snapshot.

7. Setting Up the Sub Account - Step by Step

In the upcoming videos of this lesson, we will guide you through the step-by-step process of setting up your sub account. Whether you chose to use a snapshot or start from scratch, we will cover all the essential aspects of configuring your sub account to ensure it is ready to maximize your business potential.

Conclusion

Setting up your sub account on Go High Level is crucial for managing your business efficiently. By creating a sub account, you can organize your operations, automate processes, and have all your business-related activities in one place. Whether you choose to import a snapshot or set up the sub account manually, Go High Level offers a comprehensive platform to meet your business needs. Utilize the unique features and functionalities of your sub account to streamline your operations, communicate effectively, and drive revenue.

Highlights:

• Learn how to set up your sub account on Go High Level
• Create multiple sub accounts under your main agency account
• Import a snapshot or set up your sub account from scratch
• Seamlessly switch between sub account and agency account
• Utilize the sub account for automations, business conversations, appointments, and more
• Manage contacts, leads, and sales pipeline within the sub account
• Collect payments and host websites and funnels
• Take advantage of a pre-designed custom snapshot
• Step-by-step guidance for setting up your sub account
• Maximize your business potential with Go High Level's powerful features.

FAQ:

Q: How many sub accounts can I create on Go High Level? A: You can create as many sub accounts as you want, as long as you are on the $297 plan or higher.

Q: Can I import a snapshot into my sub account? A: Yes, you can import a snapshot from another account to set up your sub account quickly.

Q: What can I automate in my sub account? A: With Go High Level, you can automate tasks such as sending follow-up emails, triggering actions based on conditions, and more.

Q: Can I collect payments from clients within my sub account? A: Yes, Go High Level allows you to set up payment gateways and collect payments seamlessly.

Q: Can I use a pre-designed snapshot for my sub account? A: Yes, you can use the custom snapshot provided in the article to quickly configure your sub account.

Q: Will the upcoming videos cover all the necessary steps to set up the sub account? A: Yes, the upcoming videos will guide you through the step-by-step process of setting up your sub account on Go High Level.

Q: How can Go High Level help me streamline my business operations? A: Go High Level offers features such as automations, messaging, appointment management, sales pipeline tracking, and more to streamline your business operations and drive revenue.