Everything Included in the AgencyOS Snapshot

The AgencyOS Snapshot is a complete, do-it-yourself system designed to help you launch and grow a HighLevel SaaS agency faster, without starting from scratch.

Instead of spending months building funnels, automations, websites, campaigns, pricing structures, and sales assets on your own, this snapshot gives you the exact pre-built foundation used by successful agencies, packaged into ready-to-install assets you can deploy inside your own account.

This is a self-guided setup, which means you receive the full system along with step-by-step videos, documentation, templates, and snapshots that walk you through installing and customizing everything correctly.

When you purchase AgencyOS Snapshot, you are receiving a collection of expert-built assets and proven templates designed to eliminate guesswork and reduce setup time dramatically.

Inside this help article, you’ll find a detailed breakdown of every product included in the snapshot, including:

• What each asset is
• What you will actually receive
• How it helps your agency grow
• How it will be delivered
• Frequently asked questions for each component

This article is meant to serve as your complete reference guide to the snapshot before and after your purchase.

After purchasing, you’ll receive access to the assets that allow you to:

• Install proven funnels and automations
• Launch your SaaS website
• Configure your pricing and offers
• Run marketing campaigns immediately
• Start selling HighLevel services faster

All of the heavy lifting has already been done.
Your role is to install, customize, and launch using the provided tutorials and documentation.

The AgencyOS Snapshot is ideal for:

• New agencies launching their SaaS offer
• Existing agencies switching to HighLevel
• Agencies that want to stop building from scratch
• Teams looking for a faster path to recurring revenue

If your goal is to launch quickly with a proven system, this snapshot was built specifically for you.

The sections below will walk through each product included in the AgencyOS Snapshot, one by one, with full details and FAQs to help you understand exactly what you’re getting.

The Agency Success Checklist is a self-guided account review designed to help you evaluate your HighLevel setup and identify any gaps before you launch or scale your SaaS agency.

Instead of a done-for-you audit, you will receive a standardized checklist used by successful agencies to review the most important areas of their account. This allows you to confidently assess your setup, understand what’s missing, and follow a clear path toward completing your AgencyOS installation.

This checklist is based on real-world best practices and highlights the core areas that must be configured correctly for your SaaS agency to run smoothly.

The goal of this asset is to give you clarity, direction, and confidence so you can move forward without second-guessing your setup.

The Agency Success Checklist covers a structured review of key areas inside your HighLevel account, including:

• SaaS Configurator readiness
• Pricing configurator setup
• Offer structure and package positioning
• Automation readiness and workflow coverage
• Funnel and booking setup verification
• Sales and onboarding readiness

You’ll be guided through what to review, what to confirm, and what to improve.

After purchase, you will receive:

1️⃣ Agency Success Checklist (Google Doc + PDF)
A structured checklist you can work through step-by-step to evaluate your account setup.

2️⃣ Templated Review Framework
A guided review of your pricing configurator, offers, and packages based on proven agency standards.

3️⃣ Structured Recommendations
Best-practice guidance based on what is currently working for successful HighLevel agencies.

4️⃣ Support Access if You Get Stuck
If you encounter questions while completing the checklist, you can contact our support team for guidance on how to properly configure your setup.

This ensures you’re never left guessing during the process.

Launching a SaaS agency without a clear checklist often leads to missed steps, broken automations, confusing pricing, and delayed launches.

This checklist helps you:

• Avoid common setup mistakes
• Validate your configuration before launch
• Follow a proven agency setup framework
• Move forward with clarity and confidence

Think of this as your pre-launch readiness guide.

No. This is a self-guided checklist, not a done-for-you audit.
You will review your own account using our proven checklist and recommendations.

You will receive the checklist as a Google Doc and PDF, so you can view, download, and reference it anytime.

If you get stuck or need clarification, you can contact our support team for guidance on how to complete the setup correctly.

This checklist is designed for agencies launching or improving their HighLevel SaaS setup who want to make sure everything is configured correctly before selling.

Most agencies don’t know what they don’t know.
This checklist removes guesswork by showing you exactly what successful agencies configure before launching.

No advanced technical experience is required. The checklist is designed to be easy to follow and works alongside the video training included in the AgencyOS Snapshot.

The SaaS Website Snapshot provides a fully built, ready-to-install website designed specifically for agencies selling HighLevel SaaS services.

Instead of spending weeks designing pages, writing copy, and building funnels from scratch, you’ll receive a proven website template that you can install directly into your HighLevel account and customize using step-by-step video guidance.

This website is designed to help you launch quickly, look professional, and start generating leads and bookings right away.

The template follows a proven structure used by successful SaaS agencies to clearly communicate their offer, build trust, and move visitors toward booking a demo or starting the checkout process.

Your SaaS Website Snapshot includes a complete multi-page website built using a proven template structure:

• Homepage
• Demo / Presentation page
• Pricing page
• Checkout pages
• Booking pages

Each page is designed to work together as a cohesive funnel that educates visitors and encourages conversions.

After purchase, you will receive:

1️⃣ Website Snapshot File
A ready-to-install HighLevel snapshot containing the full website and funnel structure.

2️⃣ Pre-Built Page Templates
All pages are pre-designed and pre-written using a high-converting template structure.

3️⃣ Step-by-Step Video Walkthroughs
Guided videos showing you exactly how to install the snapshot and customize the website with your branding, pricing, and messaging.

4️⃣ Customization Guidance
You’ll learn how to update text, replace images, adjust branding, and prepare the website for launch.

This ensures you can confidently launch the site on your own without needing a designer or developer.

Building a SaaS website from scratch typically requires designers, copywriters, and funnel builders.

This snapshot removes that barrier by giving you a ready-made website that is:

• Designed for SaaS agencies
• Structured to convert visitors into leads
• Ready-to-install and customize quickly
• Built to support your launch and sales process

This allows you to focus on launching and selling instead of building.

The website is pre-built, but you will install and customize it yourself using the provided videos and instructions.

No. The website is built inside HighLevel and can be customized without coding. The videos walk you through the entire process step-by-step.

Yes. You can update your logo, colors, images, pricing, and messaging to match your brand.

Many agencies can install and customize the site within a few days, depending on how quickly they complete the customization steps.

The website is built inside HighLevel and delivered as a snapshot that you can install into your account.

Yes. Once installed, the website is fully editable, and you can add additional pages or modify it as your agency grows.

The Pricing Plan Setup Snapshot gives you a ready-to-install framework for creating and selling your first three SaaS packages inside HighLevel.

Instead of figuring out pricing structures, access levels, billing setup, and automation on your own, you’ll receive a proven tiered pricing template designed specifically for SaaS agencies.

This snapshot helps you quickly configure your Starter, Pro, and Premium packages so you can begin selling with confidence and consistency.

The goal of this asset is to eliminate guesswork around pricing and ensure your offers are structured in a way that customers can easily understand and you can easily manage.

This product focuses on helping you set up your first tiered SaaS pricing structure inside HighLevel.

The framework includes:

• A proven 3-tier pricing model (Starter, Pro, Premium)
• Guidance on structuring offers and package differences
• Automated billing setup guidance
• Access control structure for each tier

This ensures your pricing and product delivery are aligned from day one.

After purchase, you will receive:

1️⃣ Pricing Plan Snapshot
A ready-to-install HighLevel snapshot that includes the structure needed to configure your three pricing tiers.

2️⃣ Step-by-Step Setup Documentation
Written instructions explaining how to configure your Starter, Pro, and Premium packages.

3️⃣ Video Walkthroughs
Guided videos showing how to install the snapshot and complete the setup process.

4️⃣ Automated Billing & Access Control Guidance
Instructions on how to connect billing and ensure clients automatically receive the correct access based on the plan they purchase.

These assets work together to help you move from planning to selling as quickly as possible.

Creating pricing packages from scratch can be confusing and time-consuming. Many agencies struggle with:

• What to include in each tier
• How to structure pricing
• How to automate billing and access
• How to make offers easy to understand

This snapshot provides a proven starting point so you don’t have to build your pricing model alone.

No. This is a self-guided setup. You will receive the snapshot, documentation, and videos to configure your pricing plans yourself.

Yes. The template provides a starting framework that you can customize to match your business model and market.

You will receive guidance and instructions on how to connect billing and configure automated payments inside HighLevel.

No advanced technical skills are required. The process is explained step-by-step through written documentation and video walkthroughs.

Three tiers are a proven pricing structure that simplifies decision-making for customers while maximizing upsell opportunities.

Yes. Once the structure is installed, you can expand or modify your pricing plans as your agency grows.

The Automated Sales & Client Journey gives you a ready-to-install automation system designed to capture leads, nurture them over time, and guide them toward booking appointments or purchasing your services.

Instead of building workflows, writing email campaigns, and planning the customer journey from scratch, you’ll receive a proven automation framework that manages the full lifecycle of your leads.

This system is designed to help you stay consistent with follow-ups, build trust with prospects, and increase conversions while saving you time.
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What’s Included

This automation system supports the full customer journey, including:

• Lead capture follow-ups
• Long-term nurture campaigns
• Appointment booking reminders and confirmations
• Ongoing engagement messaging

At the core of this system is a 52-week pre-written email and SMS nurture campaign designed to keep your agency top of mind throughout the year.

After purchase, you will receive:

1️⃣ Automation Snapshot
A ready-to-install HighLevel snapshot containing the workflows and automation structure.

2️⃣ 52-Week Pre-Written Email & SMS Campaigns
A full year of follow-up and nurture messaging designed to build trust and keep leads engaged.

3️⃣ Tested Client Journey Framework
A proven workflow structure that guides leads from initial interest to booking and beyond.

4️⃣ Setup Documentation & Video Walkthroughs
Step-by-step guidance showing how to install and customize the automations for your brand.

These assets allow you to launch a complete automation system without building workflows from scratch.

Many agencies struggle with inconsistent follow-ups and lost leads. Without automation, potential customers often forget, lose interest, or choose another provider.

This system helps you:

• Respond to leads automatically
• Stay in contact consistently
• Build trust over time
• Increase bookings and conversions
• Save hours of manual follow-up work

It provides a ready-made automation engine for your sales process.

Yes. The workflows are pre-built and delivered as a snapshot that you install into your HighLevel account.

No. The system includes 52 weeks of pre-written email and SMS messages that you can use as-is or customize.

Yes. Once installed, everything is fully editable and can be customized to match your brand voice and offers.

No advanced technical skills are required. You’ll receive videos and documentation that walk you through the setup step-by-step.

The automations consistently follow up with leads, send reminders, nurture relationships, and guide prospects toward booking appointments.

Yes. The automations can be integrated with your existing funnels, forms, and booking pages inside HighLevel

The Automated Appointment Booking Funnel provides a ready-to-install funnel designed to help prospects quickly schedule calls or demos with your agency.

Instead of building booking pages, confirmation pages, reminders, and scheduling workflows from scratch, you’ll receive a pre-built funnel template that simplifies the entire appointment booking process.

This funnel is designed to reduce friction, eliminate technical setup, and make it easy for leads to book time with you — helping you turn interest into real sales conversations faster.

This product focuses on simplifying your scheduling and booking experience with a standardized funnel structure that includes:

• A proven appointment booking page template
• A streamlined scheduling flow designed for conversions
• A ready-to-install funnel structure inside HighLevel

This ensures your booking system is set up correctly and ready to use.

After purchase, you will receive:

1️⃣ Booking Funnel Snapshot
A ready-to-install HighLevel snapshot containing the full appointment booking funnel.

2️⃣ Pre-Built Booking Page Template
A standardized page designed to guide prospects toward scheduling a call or demo.

3️⃣ Funnel Structure & Setup Guidance
Instructions and walkthrough videos showing how to install the funnel and connect your calendar.

4️⃣ Customization Guidance
Step-by-step guidance on how to update branding, messaging, and scheduling settings.

This allows you to install, customize, and launch your booking funnel without technical complexity.

Building a booking funnel from scratch can involve multiple tools, integrations, and technical setup.

This snapshot helps you:

• Launch a professional booking system quickly
• Reduce friction in the scheduling process
• Convert interested leads into booked calls faster
• Avoid technical setup and coding

It provides a simple and reliable way to start booking appointments immediately.

No. The funnel is fully pre-built and can be installed and customized without any coding.

Yes. The setup guidance shows you how to connect your calendar inside HighLevel so appointments can be scheduled automatically.

Yes. You can edit text, branding, and messaging to match your agency.

Most users can install and configure the booking funnel in a short amount of time using the provided walkthrough videos.

Yes. The funnel can be used for discovery calls, demos, consultations, or any appointment-based service.

No additional tools are required. The funnel is designed to work inside HighLevel.

These assets are designed to help you capture attention, drive clicks, and move potential customers into your funnel — without needing copywriting or design experience.

This pack is built to help you start advertising quickly and confidently.

This product provides a ready-to-launch set of advertising assets for promoting your SaaS offer:

• 10 pre-written Facebook ad copy variations
• 10 professionally designed ad graphics
• Messaging designed to attract and convert potential SaaS clients

These assets are built using proven marketing frameworks used by agencies running ads for HighLevel services.

After purchase, you will receive:

1️⃣ Ad Copy Document
A document containing 10 ready-to-use Facebook ad copy variations that you can use as-is or customize.

2️⃣ Ad Graphics Pack
10 professionally designed graphics ready to upload to Facebook and Instagram Ads Manager.

3️⃣ Canva-Editable Files (if applicable)
Graphics provided in an editable format so you can update branding, colors, or messaging if desired.

4️⃣ Usage Guidance
Instructions on how to download, customize, and use the assets in your ad campaigns.

These assets allow you to start running ads without needing a copywriter or designer.

Running ads typically requires:

• Writing high-converting copy
• Designing attention-grabbing visuals
• Testing messaging and angles

This pack removes those barriers by giving you a ready-made starting point so you can focus on launching and testing your campaigns faster.

No. The ads are ready to use. You can run them as-is or customize them if you prefer.

Yes. The graphics are provided in an editable format so you can update branding and messaging.

Yes. The graphics and copy can be used for both Facebook and Instagram campaigns.

No ad performance can be guaranteed, but these assets are based on proven marketing frameworks and give you a strong starting point.

Yes. You can use the copy and designs as a foundation to create additional variations and campaigns.

Yes. You will need an active Meta Ads account to run the ads.

The Abandoned Checkout Sequence is a ready-to-install automation designed to help you recover lost sales from prospects who begin the checkout process but leave before completing their purchase.

It’s common for interested buyers to get distracted, hesitate, or need more reassurance before making a decision. Without a structured follow-up system, these high-intent leads are often lost permanently.

This product provides a 3-week automated email and SMS follow-up campaign that automatically re-engages those prospects, answers common objections, and encourages them to return and complete their purchase.

Instead of building recovery campaigns from scratch, you’ll receive a pre-built workflow with proven timing logic and pre-written messaging that can be installed directly into your HighLevel account and customized to your brand.

This automation is designed specifically to recover abandoned checkouts and maximize conversions by:

• Detecting when a prospect begins checkout but doesn’t finish
• Automatically triggering follow-up messages
• Sending strategic reminders and value-based messaging
• Encouraging prospects to return and complete payment

The system runs automatically once installed.

After purchase, you will receive:

1️⃣ Workflow Snapshot
A ready-to-install HighLevel snapshot containing the full abandoned checkout automation.

2️⃣ 3-Week Email & SMS Follow-Up Campaign
A structured sequence of pre-written messages designed to re-engage prospects and recover lost sales.

3️⃣ Automation Timing Logic
Built-in scheduling that spaces messages strategically over three weeks.

4️⃣ Setup Documentation & Video Walkthroughs
Step-by-step guidance on how to install, connect, and customize the workflow.

This allows you to activate the recovery system quickly without building it from scratch.

Many businesses lose a significant percentage of potential customers during checkout.

Without follow-up:
• Interested buyers disappear
• Marketing spend is wasted
• Revenue opportunities are missed

This automation helps you recover those opportunities automatically and improve your conversion rate.

An abandoned checkout occurs when someone starts the payment process but leaves before completing the purchase.

Yes. The workflow is pre-built and delivered as a snapshot that you install into your HighLevel account.

Yes. All messaging can be edited to match your brand voice, pricing, and offers.

No advanced technical skills are required. You’ll receive videos and documentation to guide you step-by-step.

It automatically follows up with high-intent prospects who were close to purchasing, encouraging them to return and complete checkout.

Yes. The workflow can be connected to your existing HighLevel checkout and funnel setup.

The Win-Back Workflows are designed to help you reconnect with past customers, inactive leads, and prospects who previously cancelled or stopped responding.

Many agencies focus only on generating new leads, while a large number of opportunities already exist in their database. These workflows help you re-engage those contacts automatically and bring them back into your sales funnel.

Instead of manually reaching out to old contacts or building re-engagement campaigns from scratch, you’ll receive a ready-to-install automation system that sends strategic follow-up messages designed to spark new conversations and encourage prospects to return.

This system helps you maximize the value of your existing contact list and create new opportunities from leads you already worked hard to generate.

This product focuses on re-engaging inactive contacts using automated campaigns that:

• Reach out to past customers and cancelled leads
• Restart conversations with inactive prospects
• Encourage contacts to rebook, respond, or re-enter your funnel
• Automatically follow up without manual outreach

These workflows are designed to bring previously lost opportunities back into motion.

After purchase, you will receive:

1️⃣ Workflow Snapshot
A ready-to-install HighLevel snapshot containing the win-back automation workflows.

2️⃣ Pre-Written Email & SMS Messages
Follow-up messaging crafted to re-engage past customers and inactive leads.

3️⃣ Automation Triggers & Timing Logic
Built-in workflow logic that automatically identifies and contacts inactive prospects.

4️⃣ Setup Documentation & Video Walkthroughs
Step-by-step guidance showing how to install and customize the workflows inside your account.

This allows you to activate re-engagement campaigns without building them from scratch.

Your contact database is one of your most valuable assets. Many agencies lose potential revenue by not following up with past leads or cancelled customers.

These workflows help you:

• Revive cold or inactive leads
• Restart conversations automatically
• Increase conversions from existing contacts
• Maximize the value of your marketing efforts

Instead of constantly chasing new leads, you can unlock opportunities already in your database.

These workflows target past customers, cancelled clients, and inactive leads who previously showed interest in your services.

Yes. The workflows are pre-built and delivered as a snapshot that you install into your HighLevel account.

Yes. All emails and SMS messages can be edited to match your brand and offer.

No advanced technical experience is required. You’ll receive setup documentation and walkthrough videos.

Past leads are often easier to convert because they already know your brand and have shown prior interest.

Yes. The workflows are designed to work with your existing HighLevel contacts and database.

The Holiday Sales Blitz Campaign Pack gives you ready-to-use email and SMS campaigns designed for the biggest sales seasons of the year.

Instead of planning promotions, writing campaign messages, and building seasonal marketing from scratch, you’ll receive pre-written campaigns based on proven templates that you can schedule and launch when key sales periods arrive.

These campaigns are designed to help you stay consistent, promote your offers at the right time, and generate more opportunities during high-conversion seasons.

This allows you to run seasonal promotions confidently without the time and stress of building campaigns from scratch.

This campaign pack provides ready-to-use marketing campaigns for major seasonal promotions, including:

• New Year campaigns
• Easter promotions
• Summer Sale campaigns
• Black Friday / Holiday promotions

Each campaign includes email and SMS messaging designed to drive engagement and encourage action.

After purchase, you will receive:

1️⃣ Campaign Templates
Pre-written email and SMS campaigns for each major sales season.

2️⃣ Ready-to-Import Assets
Campaign content designed to be uploaded and scheduled inside your HighLevel account.

3️⃣ Customization Guidance
Instructions on how to edit messaging, adjust offers, and schedule campaigns.

4️⃣ Setup Documentation & Video Walkthroughs
Step-by-step guidance on how to install and launch the campaigns.

These assets allow you to run seasonal promotions quickly and consistently.

Seasonal campaigns are some of the most effective opportunities to generate sales, but many agencies skip them due to time constraints or lack of planning.

This campaign pack helps you:

• Stay consistent with seasonal promotions
• Save time on campaign planning
• Launch campaigns quickly
• Take advantage of high-conversion periods

It ensures you’re ready to promote your services when demand is highest.

Yes. The emails and SMS messages are pre-written and ready to use.

Yes. You can edit the messaging to match your branding and offers.

No. The campaigns are designed to be easy to schedule and launch with step-by-step guidance.

Each campaign is designed for specific seasons (New Year, Easter, Summer, and Black Friday/Holiday).

No. The campaigns are designed to run inside your HighLevel account.

Yes. You can reuse and update them annually.

The Branded Sales Demo Video gives you a ready-to-use product demonstration video that helps you explain your SaaS offer without needing to present live.

Instead of recording your own demo, writing a script, or building a presentation from scratch, you’ll receive a pre-produced, high-quality demo video built using a proven framework designed to educate prospects and move them toward booking a call or purchasing.

The video is delivered in a Canva-editable format, allowing you to easily add your logo and customize branding so it feels like your own presentation.

This makes it easier to share your offer, explain your services, and support your sales process with a professional demo video.

This product provides a ready-made demo presentation that:

• Explains your SaaS offer in a clear and structured way
• Follows a proven demo script and flow
• Can be branded with your logo and colors
• Can be shared with prospects anytime

This allows you to present your offer without needing to host live demos for every prospect.

After purchase, you will receive:

1️⃣ Pre-Produced Demo Video Template
A high-quality demo video built using a proven sales framework.

2️⃣ Canva-editable file
A Canva link that allows you to add your logo and update branding easily.

3️⃣ Branding & Customization Guidance
Instructions showing how to add your logo and export the final video.

4️⃣ Usage Guidance
Tips on how to use the demo video in your sales process, funnels, and follow-ups.

This allows you to start using a professional demo video without recording one yourself.

Live demos require time, preparation, and scheduling. Many agencies lose opportunities because they cannot present quickly or consistently.

This demo video helps you:

• Present your offer professionally at any time
• Save hours of live demo calls
• Maintain consistent messaging
• Support your funnels and sales process

It gives you a scalable way to explain your offer to prospects.

No. The video is delivered via Canva, where you can easily add your logo and export the final version.

Yes. You can update branding elements such as your logo and colors.

No. The demo is pre-produced and ready to use.

You can use it in your funnels, emails, landing pages, and sales conversations.

Yes. Once you add your branding in Canva, you can export and download the video.

It can reduce the need for live demos, but you can still use it alongside live calls if you prefer.

The Video Setup Instructions Library gives you a complete collection of step-by-step walkthrough videos designed to guide you through installing, configuring, and launching the AgencyOS Snapshot.

Instead of trying to figure out how all the pieces fit together on your own, you’ll receive clear, on-screen demonstrations that show you exactly how to set up each part of the system inside HighLevel.

These videos are designed to remove confusion, reduce setup time, and help you move from installation to launch with confidence.

This training acts as your guided implementation path so you can follow along and build your system step-by-step.

The training library walks you through the essential steps required to install and configure your AgencyOS Snapshot, including:

• Installing snapshots and assets
• Configuring core HighLevel features
• Connecting automations and funnels
• Applying best-practice setup recommendations
• Preparing your system for launch

The videos are designed to complement the documentation and assets included in the snapshot.

After purchase, you will receive:

1️⃣ Access to the Video Training Library
A collection of guided walkthrough videos covering the full setup process.

2️⃣ Step-by-Step Implementation Guidance
Practical demonstrations showing exactly where to click and what to configure.

3️⃣ Best-Practice Setup Recommendations
Tips and guidance to help you avoid common mistakes and configure your system correctly.

4️⃣ Ongoing Reference Resource
You can revisit the videos anytime during setup or in the future as your agency grows.

These videos provide a structured path to help you implement the snapshot successfully.

Without guidance, setting up a new system can feel overwhelming and time-consuming.

This training helps you:

• Reduce setup confusion
• Avoid common mistakes
• Follow a proven setup process
• Launch faster with confidence

It gives you the clarity and direction needed to complete your implementation.

Yes. The videos are designed to be easy to follow, even if you’re new to HighLevel.

Yes. You’ll have ongoing access and can revisit the videos anytime.

The videos cover the core setup and configuration required to install and launch the AgencyOS Snapshot.

No advanced technical skills are required. The videos walk you through the process step-by-step.

Setup time varies, but many agencies can complete their implementation within about a week when following the guidance.

The library may be updated periodically to reflect best practices and improvements.

As part of the AgencyOS Snapshot, you’ll receive a 3-month credit toward the GHL Engine Support Plan, giving you access to expert support while you install, launch, and begin selling your SaaS offer.

This bonus is designed to ensure you are not building alone. While the snapshot is self-guided, this support plan gives you access to real experts who can help answer questions, troubleshoot issues, and guide you during your launch phase.

This support period is especially valuable during your first few months when you’re actively implementing the system and onboarding your own clients.

During your 3-month support period, you’ll receive access to the GHL Engine Support Plan, which includes:

• Premium chat support for your agency team
• Zoom technical support sessions for troubleshooting
• Fast-track onboarding for unlimited clients
• Technical support for your clients
• Agency CEO Roundtable Zoom coaching calls

This provides guidance, troubleshooting, and coaching while you implement and grow.

After purchase, you will receive:

1️⃣ 3-Month Support Plan Credit
Access to the GHL Engine Support Plan for three months.

2️⃣ Premium Chat Support Access
Your team can contact support via Slack for technical questions and guidance.

3️⃣ Zoom Technical Support Sessions
Live troubleshooting support when you need hands-on help.

4️⃣ Fast-Track Onboarding for Unlimited Clients
Support to help onboard your clients efficiently during the support period.

5️⃣ Agency CEO Roundtable Coaching Calls
Group Zoom sessions focused on agency growth and best practices.

This bonus ensures you have guidance and support while launching and scaling.

Launching a SaaS agency can come with technical questions and learning curves.

This support plan helps you:

• Get answers quickly
• Troubleshoot technical issues
• Onboard clients faster
• Learn from experienced agency operators
• Launch with confidence

It provides an added layer of support during your most important launch phase.

Your support period begins after you purchase the AgencyOS Snapshot and receive access to the plan.

After the credit period, you may choose to continue the Support Plan on a month-to-month subscription if you wish to keep access.

No. The snapshot is self-guided, but the support plan provides helpful assistance and guidance during setup and launch.

Yes. Your agency team can access chat and Zoom technical support during the support period.

Yes. The support plan includes technical support to help with your client onboarding and troubleshooting.

These are group Zoom coaching sessions where agency owners can learn, ask questions, and gain insights on growing their agency.