Starter
$97USD / month
Three sub-accounts.
For agencies with clients to serve For business owners with work to do
Take on your next client without starting from scratch. You should be able to finish a job without losing track of the next one.
Turn the work you already know how to deliver into a setup your team can reuse. Keep client conversations, follow-up, and the next steps connected, with a client-facing experience under your brand.
Give people a useful response, a clear way to book, and follow-up that doesn’t depend on you remembering every conversation.
Choose the tools you can run yourself, help getting the work built, or ongoing support with agreed responsibilities.
Reusable configurations and white-label delivery depend on your setup and selected plan. Snapshot details ↗
Bring one part of the work that keeps landing back on your desk. Discuss what could change, who would handle it, and what help would cost.
Running a business rather than an agency?
Take the business-owner path →
Delivering this work for other businesses?
Take the agency path →
The work behind the work
You won the client. Now you have another setup to build. You can’t do the job and watch every inbox.
Another form. Another calendar. Another follow-up sequence. Another account where somebody needs to check that everything connects.
When each new client starts with a blank page, growth gives you more work before it gives you more room.
And when something stops working, your client calls you. Your name is on the service.
You need the work you’ve already done to carry forward.
Your next client should start with the useful parts of your last successful setup. Your team should know what happens next. And you should be able to see where attention is needed without checking every account yourself.
That still takes planning, testing, and maintenance. The aim is to stop repeating work that doesn’t need to be repeated.
When you’re with a customer, you can’t always answer the phone. When you finish, there may be messages to return, appointments to confirm, and people you meant to follow up with.
You need a clear next step for those enquiries, including a way to reach a person when the situation needs one.
You need to know who is responsible for making that happen.
A software login and a service that handles the work are different purchases. Choose the level of responsibility you actually need to hand over.
01 Your starting point
What are you trying to get done first?
You don’t have to solve the whole business at once. Start with the job that keeps creating work, delaying delivery, or making you question whether the current setup is working.
Not sure where to start? Bring the part of the process that frustrates you most. You don’t need to know which feature is supposed to fix it.
Start with a review02 Service lines
Choose the work you need done.
Start with the outcome. Open a service line to see the work it can include and what you should be able to check before calling it done.
Each service needs an agreed scope. Access, implementation, and ongoing management are different commitments. The features available in your account depend on your plan and configuration. View platform details ↗
03 Ways to get help
How much of the work do you want to handle?
Choose the level of responsibility that fits your team. You can start with one job. You do not have to buy every service line.
Implementation, fulfillment, and managed operations require a separate service agreement. They are not automatically included in a HighLevel subscription. Your delivery provider must be confirmed before purchase.
Your first job
Choose a starting point above
Your level of help
Review your starting point
Choose how much you want to handle
04 An operator’s experience
Separate the software from the work around it.
Published customer case · Business Done Better
One platform. Different levels of responsibility.
Business Done Better’s published HighLevel case describes three offers: software subscriptions, fulfillment hours, and full operations engagements.
For your offer, the useful distinction is practical: a client buying access does not need the same service agreement as a client paying to have the work handled.
Read the published case
≈200
Customers reported
across the business
25
People reported
on the team
Vendor-published case. These are the operator’s reported results, not independently audited figures or a forecast for your agency. Results are not typical or guaranteed.
On your side
Check what changes in delivery.
Measure setup time, ongoing delivery effort, and gross profit per client after platform usage and support costs.
On your client’s side
Check what changes in the business.
Compare response handling, attended appointments, repeat business, or another relevant outcome against a stated baseline.
04 Your customer’s next step
Give each customer a clear next step.
You do not need every stage rebuilt. Start where the current process breaks. Agree who handles that part, what your team still needs to do, and how you will know it is working.
- They enquire. The enquiry reaches the right place.
- They get a response. Routine questions get a useful next step.
- You agree what happens next. Exceptions reach somebody who can help.
- They book. Availability and booking details are clear.
- They attend. Reminders support the agreed appointment.
- Your team delivers. The actual service remains your team’s responsibility.
- They receive the invoice. Payment status is visible.
- You follow up. Request honest feedback and reconnect when relevant.
The platform provides tools that can support these stages. Your delivery agreement determines which work is configured or managed for you. Review the platform capabilities ↗
05 How the work starts
Start with one job. Know what “working” means.
-
01
Choose the first problem worth fixing.
Bring the process that keeps creating extra work. An account that takes too long to launch. Enquiries that go cold. A follow-up sequence nobody trusts.
Your review starts with what happens today, not a tour of every feature.
-
02
Agree on the work and who owns it.
Your scope identifies what gets built, what stays in place, what access is needed, and what your team must approve.
You see the fees and ongoing responsibilities before committing.
-
03
Test the whole process.
A form submission is only the beginning. Check where the enquiry goes, what the person receives, how booking works, and what happens when somebody needs human help.
Approve the agreed workflow against those checks.
-
04
Review the result before repeating it.
Look at the work involved, the costs, and what changed for the business.
Keep what works. Correct what doesn’t. Then decide what is ready to reuse.
06 Costs and responsibilities
Know what you’ll pay. Know what you’ll still need to do.
Your total should distinguish the platform subscription, implementation work, ongoing managed service, and applicable usage or add-ons.
HighLevel platform subscriptions · Monthly billing
Unlimited
$297USD / month
Unlimited sub-accounts.
Agency Pro
$497USD / month
Includes SaaS Mode and automated account creation.
Platform prices checked September 7, 2026. These are not prices for implementation or managed operations. Usage, optional add-ons, and applicable taxes may be additional. Confirm current terms on the official pricing page.
Your provider’s software and service package needs its own price. An agency’s platform subscription is not automatically the price you pay as its client.
Implementation and fulfillment
Fee confirmed in your written scope
Your proposal should identify the deliverables, testing, handover, exclusions, and any maintenance included.
Managed operations
Setup and monthly fees confirmed in your written scope
Your agreement should identify the monitored work, service limits, change approvals, and responsibility for resolving issues.
Calls, texts, email, and some AI functionality can generate additional charges. Your proposal should make the total understandable without another call to explain the invoice. Read the platform billing guide ↗
07 · Before you decide
Before you add anything else to your business.
Will you have to replace every tool?
Start by identifying what needs to change. Keep a working tool when replacing it creates more disruption than value. Confirm the required integrations and data handling before agreeing to migration.
Will you have to become a software expert?
You will need implementation capability somewhere. That can sit with your team or a delivery provider.
Choose software only when you have the time and capability to run it. Choose scoped help when you need somebody to do the build.
Will automation remove the need for oversight?
No. AI and automation need configuration, monitoring, and human handling of exceptions. Your agreement should name that responsibility.
What happens when something stops working?
Before launch, you should know who receives the issue, who investigates it, and who communicates with the affected client.
A platform support channel and a managed-service agreement are different things. Your scope should make that difference clear.
Will recurring revenue make your agency more profitable?
Only when the economics work. Look at what remains after platform charges, usage, delivery labor, and support. A monthly subscription can still be expensive to service.
Are you buying software or a service?
That depends on the agreement you choose. Software gives you access to tools. Implementation gets the agreed work built. Managed operations adds responsibility for the work specifically named in your service agreement.
Don’t assume monitoring or maintenance is included just because an account has been set up.
What happens when you already use HighLevel?
Start with the account and workflows you have. You may need a specific correction, a reusable setup, or ongoing help. You should not have to rebuild useful work just to begin a new engagement.
Does booking a review start a subscription?
No. The review is a sales conversation about fit, scope, and costs. A software subscription or service purchase requires a separate agreement.
A platform trial is a different process. Review its billing and cancellation terms before starting it.
Your next step
What keeps landing back on your desk? Get the follow-up handled without buying another job for yourself.
Start there.
Bring one part of the work that is taking more attention than it should. Review what could change, what your team can keep, and what help would make sense.
- Your first job
- Choose a starting point
- Your level of help
- Choose how much you want to handle