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Your Full Customer Journey

Here is the complete picture — from the moment you sign up or upgrade, all the way through to closing your first deal.

Stage 1 — Getting Set Up

1. Sign up or upgrade

2. Slack channel activated

Join Accelerator or Intensive — new signup or upgrade from Syndicate. GHL Engine billing team activates your account.

Your private Slack channel is ready. This is where all DWY call requests go. Message us anytime.

Stage 2 — Finding and Warming Up Prospects

3. Generate leads

4. Build the relationship

5. Prospect is ready

Use your Dollar Leads to generate warm prospects inside the platform.

Build the relationship at your own pace. Confirm they know your offer and understand your pricing.

Prospect is ready to make a buying decision. They know the price. They have expressed genuine interest.

Stage 3 — The DWY Call

6. Request call on Slack

7. Pre-call strategy session

8. Live call with prospect

Message the team in Slack. Fill in the intake form. Book a 45-minute slot on the calendar.

Our Solutions Engineer joins 15 minutes early. You brief them. Agree on what to demo and how to handle the main objection.

Prospect joins. Our team handles all tech questions and demos HighLevel live — white-labeled as part of your agency.

Stage 4 — After the Call

If the deal closes

If the deal does not close

9. You collect the first payment from your client.

10. Self-report within 7 days — include the full first payment amount.

11. We send you an invoice for 40% of first payment within 24 hours.

12. You pay the invoice within 48 hours.

13. From month 2 — 100% of recurring revenue is yours forever.

9. Report Closed Lost or request one Extend (7-day extension).

10. You pay nothing. Zero. 100% performance-based.

11. If the prospect needs more time — book another DWY call when they are ready.

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