Starting a HighLevel agency without guessing your way through setup
The first weeks in HighLevel are mostly decisions: which plan, which subaccount structure, what to build before your first client sees anything. Nexus Hub exists so you can make those decisions with people who have already made them.
What this usually looks like
- You are not sure which plan, structure or subaccount setup you actually need
- Domain, email and A2P registration keep stalling your launch
- You have a trial ticking and no clear order of work
- You are copying tutorials without knowing which apply to your agency
Bring these to the community or a live call
How should I structure subaccounts for my first few clients?
Start with one subaccount per client and keep your own agency account separate from client work. Build the pattern you want to repeat in a single account first, then save it as a snapshot instead of hand-building each new client.
What do I need in place before onboarding a paying client?
At minimum: a verified sending domain, email and SMS sending set up, A2P registration submitted, a calendar that books correctly, and one lead-to-appointment workflow you have tested end to end with your own phone and inbox.
Which snapshot should I start from, and what should I strip out?
Start from the simplest snapshot that matches the service you actually sell, then strip anything you cannot explain or support: unused pipelines, demo funnels, placeholder custom values and workflows you have not tested. A smaller build you understand beats a large one you inherited.
What is the shortest path to a working lead-to-appointment system?
One form or funnel, one pipeline, one calendar, and one follow-up workflow that responds immediately and reminds before the appointment. Get that live and measured before you add nurture sequences, AI replies or reporting layers.
Resources that apply here
SOP Prompts for HighLevel Agencies
Prompt pack for documenting repeatable agency processes and creating practical SOPs for delivery, onboarding, support, and internal operations.
Open in the libraryThe Agency VA Playbook
Prompt pack for identifying delegable work, defining virtual-assistant responsibilities, improving onboarding, and managing remote support effectively.
Open in the libraryWhite-label the LeadConnector API docs — walkthrough deck + build guide
A two-part set in one download. Start with the walkthrough deck for the shape of the build — how one Cloudflare Worker reverse-proxies the LeadConnector API documentation onto your own subdomain and re-skins it in flight — then work through the build guide: fill in four values, deploy the Worker, point DNS, inject your branding and keep the theme stable when the vendor ships changes.
Open in the libraryThe Claude Cowork guide series — beginner, intermediate & advanced
A three-book series on delegating real work to an AI agent. Book 1 takes you from “what is this?” to your first delegated task. Book 2 covers connectors, Skills, Projects and multi-app workflows so recurring work becomes reliable. Book 3 is the reference volume — authoring Skills and plugins, multi-agent systems, governance, security and QA for a team-wide rollout. Download the whole bundle or grab a single book.
Open in the libraryKey Metrics Manager
Notion template designed to help businesses track and manage key performance indicators across sales, marketing, finance, and operations.
Open in the libraryProject Progress Dashboard
Notion template designed to help businesses track projects, organize tasks, and monitor progress for timely and efficient completion.
Open in the libraryArticles on this problem
How to Build and Manage a Custom Template Library in HighLevel
Learn how to convert proven funnels, workflows, and email campaigns into reusable agency templates to accelerate client onboarding and eliminate manual setup errors.
TutorialsHow to Duplicate Assets Efficiently Using the HighLevel Template Library
Learn how to standardize client onboarding and eliminate manual design rebuilding by leveraging template cloning features in your HighLevel agency dashboard.
TutorialsFixing GoHighLevel Workflows: How to Avoid Duplicates and Broken Rules
Misconfigured workflow triggers and missing exit goals often lead to duplicate messages and broken sub-account automations—here is how to audit and fix them.
TutorialsA Step-by-Step Guide to Migrating CRM Data to HighLevel Without Data Loss
Learn how to audit legacy data, pre-configure system fields, and execute a phased CRM migration into HighLevel without risking contact records or broken workflows.
Platform changes that affect this
Real-Time A2P Number Registration Status
Phone numbers linked to A2P campaigns now display live registration statuses, including an explicit verified tag once approved by carriers. Previously, you could only see that a number was submitted, which often led to message delivery failures if texts were sent before registration completed. You can now instantly confirm when a number is safe to text from, preventing deliverability errors and eliminating the need to contact support for status updates.
Introducing New Templates
HighLevel released a new collection of customizable assets, including templates for websites, blogs, surveys, and social posts, as well as targeted ad templates for Facebook, Google, and LinkedIn. Additionally, a complete Pharmacy snapshot is now available. These ready-to-use resources enable agencies to launch ad campaigns, content, and client sub-accounts much faster across various industries without creating designs from scratch.
Company & Custom Object Smart Lists Now Supported in Snapshots
Agencies can now include Company and Custom Object Smart Lists directly within Account Snapshots. This allows you to build custom CRM segmentations once and automatically deploy them across multiple sub-accounts. Instead of manually recreating data filters for each new client, you can standardize your client views and significantly speed up account setup.
Introducing New Templates
HighLevel has added 25 new customizable design templates and a dedicated hair salon snapshot to the platform. The release includes fresh options for websites, funnels, social media, and ad campaigns tailored for Google, Facebook, and LinkedIn. With new choices spanning industries like real estate, coaching, finance, and healthcare, agencies can rapidly deploy professional marketing assets for clients without designing from scratch.
Tools members use for this
HighLevel
Core platform
The all-in-one CRM, funnel, and marketing automation platform that every other tool in this directory plugs into — CRM and pipelines, website and funnel builder, email and SMS, calling, workflow automation, payments, and white-label sub-accounts for client-facing agencies.
The Snapshot Marketplace
Client onboarding
A library of pre-built HighLevel snapshots — lead-qualifying funnels, industry websites, appointment reminders, review capture, and pipeline automations — you import into a client sub-account instead of building from scratch.
Josh's Onboarding Videos
Client onboarding
A library of 62 pre-recorded, unbranded GoHighLevel training videos agencies can rebrand with their own logo and hand to SaaS clients for onboarding and ongoing support, cutting down repetitive platform questions.
Leadsie
Client onboarding
Client-onboarding tool that lets agencies request and receive access to a client's marketing, ad, and analytics accounts through a single shareable link instead of manual back-and-forth or password sharing.
SaaSSuite
Client onboarding
A white-label toolkit that layers onboarding, support, and retention tools on top of an existing HighLevel SaaS-mode account, aimed at agencies that need to scale client support without scaling headcount.
How the live calls help with this
Bring your account to a live call and walk through setup on screen. New members most often use the Monday and Wednesday sessions to get their structure, domain and first workflow reviewed before they launch.
5 calls every week · Mon 11 AM CT & 4 PM CT · Wed 11 AM CT · Fri 11 AM CT & 4 PM CT
Get implementation help inside Nexus Hub
One membership, $49/month. Live calls, the full resource library and a community of HighLevel agency owners working on the same problems.
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How this was researched, tested, and corrected: Nexus Hub editorial standards. Spotted an error? Report it and we will check it.