We built this after watching agencies lose retainers they couldn't prove ROI on
A team of automation specialists, agencies' favorite tech partners, and ex-agency operators who got tired of seeing freelancers and growing shops drown in onboarding chaos, manual reporting, and retainer churn.
It started with one call from an Austin agency owner
Three years ago, we were a general-purpose GoHighLevel agency. We built funnels for HVAC companies, gyms, salons — anyone who'd pay. The work was fine. The results were fine. Then we onboarded a busy marketing-agency owner from Austin, and everything changed.
Her shop had 12 retained clients and was bleeding hours on every one. Each new client took two weeks to onboard by hand. Monthly reporting was screenshots pasted into slide decks at 11pm. And every quarter she lost two or three clients who churned because no one could clearly show the ROI they were paying for.
We built her a branded client portal, an automated onboarding flow, white-label reporting, and a renewal sequence. Her onboarding dropped from two weeks to two days and her retention climbed. She kept calling us with the same line: "Build this for every agency. Every single one of us needs this."
So we did. We narrowed our entire focus to one audience: marketing agencies and freelancers. We took everything we learned from her account and turned it into a snapshot — refined and re-refined as we installed it for the next agency, and the next, and the next. Today, that snapshot powers 50+ agencies across SEO, PPC, social media, web design, content, branding, and more.
Austin marketing agency · 90-day results
Illustrative scenario based on the anonymized first deployment. Individual results vary by service mix, client base, and existing systems.
What makes us different from a generic GHL snapshot
Most GHL snapshots are generalists. They sell the same template to a plumber and a marketing agency. The result is mediocre for both. Everything in our snapshot — the onboarding flow, the client portal, the white-label reporting, the retainer billing automation, the project pipelines, even the way we handle lead attribution — was built specifically for agencies by people who have watched 80+ agencies run this system in production.
When you sign a new client, the snapshot auto-launches a branded onboarding sequence, provisions their portal, and kicks off the deliverables tracker. When a retainer is due, billing fires automatically. When a campaign drives results, lead attribution ties it back to the channel so reporting writes itself. That specificity is the difference between a snapshot that "kind of works" and one that cuts your onboarding to days and your churn to a fraction.
Our values
Six rules we hold ourselves to — that's the agreement we make with every agency we work with.
An agency's time is the product
No bloated dashboards, no theory-heavy training videos, no 'let's hop on a call' emails. Everything we ship works on day one — so your team can bill hours, not configure software.
Done-for-you, always
We install. We configure. We white-label it to your brand. Your team focuses on client results and retainers.
Transparent pricing
$997 once. No upsells, no monthly subscription traps. The only ongoing cost is your GoHighLevel subscription — paid directly to GHL.
Client-data responsibility by default
Agencies handle client lead lists and contact data. Our protocols, NDAs, access controls, and TCPA-compliant opt-in flows keep that data handled the right way.
Real support
10 dedicated hours within 15 days. Real humans, not chatbots, not ticket queues.
One niche · all the focus
We chose marketing agencies and freelancers three years ago and never looked back. Every workflow tuned for agency operations — none of it generic.
From generalist agency to agency specialists
Same relationship, same standards
Whether you buy the snapshot ($997 one-time) or hire a dedicated GHL VA ($700–$997/month), the relationship is the same: we treat your agency's GHL account as our own. NDAs are signed before any access. Background-checked VAs only. Direct line to our team. Loom walkthroughs after every major change. Free dedicated project manager included on every plan.
If you want to see exactly how the snapshot works for your specific service mix, the fastest way is to book a free 30-minute demo. We'll walk through the system live, customized to the way you run clients. No pressure. No upsells.