Agency and sub-account setup
Your agency and each client account configured the same way from day one.
- Agency settings and user roles
- Sub-accounts created from your snapshot
- Calendars, pipelines and forms
- A2P brand and campaign registration
GoHighLevel setup & management
setup · admin · automation
GoHighLevel CRM Management
We set up your GoHighLevel agency and client sub-accounts, keep snapshots and workflows in order, and handle client onboarding for you.
- Agency and sub-account setup — Your agency and each client account configured the same way from day one.
- Snapshot management — One master snapshot, kept current and rolled out carefully.
- Workflows — Follow-up and booking automations that run for every client.
- Ongoing account management — The day-to-day running of your client accounts.
From $100 a month Month to month, no minimum term
Works with 
Agency Starter: 3 sub-accountsUnlimited plan: unlimited sub-accountsSnapshot pushes overwrite linked assetsA2P brand, then campaign registrationAgency Admin sees every sub-accountWritten scope and price before you start
What we do on GoHighLevel
GoHighLevel setup, management and automation
Pick one of them or all of them.
Snapshot management
One master snapshot, kept current and rolled out carefully.
- Master snapshot kept up to date
- Updates pushed without overwriting client edits
- Version notes per account
- Tested in a sandbox sub-account
Workflows
Follow-up and booking automations that run for every client.
- Lead follow-up and missed-call text-back
- Appointment reminders
- Pipeline stage automations
- Workflow error checks
Ongoing account management
The day-to-day running of your client accounts.
- Daily sub-account health checks
- New client onboarding
- User access changes
- Messaging and calendar issues handled
Onboarding
How we start on GoHighLevel
Including how access is granted in GoHighLevel.
-
Tell us what you need
Agency setup, snapshot work, workflows or ongoing account management.
-
Access at the right level
Agency Admin if we manage every sub-account; Account Admin for only the accounts in scope.
-
Build in the master, test in a sandbox
Changes go into your snapshot account and are tested in a sandbox sub-account before rollout.
-
Rollout and monthly management
Updates rolled out account by account. With ongoing management, client accounts are checked daily.
Real situations
When teams bring us in on GoHighLevel
Every client account is built differently
Sub-accounts were set up by hand over the years, so pipelines, custom fields and workflows differ from client to client.
What we doWe build one standard snapshot, roll it out carefully to existing sub-accounts and keep every new client on the same setup.
A client’s texts stopped going out
Messages to a client’s leads began failing and nobody noticed until the client asked why no one was replying.
What we doWe check each sub-account’s A2P registration and number setup, fix what was rejected and keep watching it as clients are added.
Onboarding one client takes days
Each new client means copying funnels, calendars and automations by hand, and something is always missed.
What we doWe turn onboarding into a snapshot and a checklist, so a new sub-account is ready the same day.
From GoHighLevel’s own documentation
- Snapshot pushes Pushing a snapshot update overwrites the snapshot’s existing assets in linked sub-accounts, so client edits to those assets are reverted. Duplicated assets and custom values are left alone. Source ↗
- A2P registration Texting US numbers from standard local numbers requires an approved A2P 10DLC brand registration and then a campaign registration. Source ↗
Cost
Priced per active sub-account, cheaper as the book grows
One monthly fee for GoHighLevel, with no minimum term.
From
$100/month
The starting price, for the agency account and a few sub-accounts. More sub-accounts are priced per account, cheaper per unit as the book grows.
Not included — so there are no surprises
- Your GoHighLevel subscription and per-account costs
- Carrier and messaging charges, including A2P registration fees
- Client-facing account management or reporting on your behalf
- Building integrations into external systems
Your price in writing within 2 working days.
GoHighLevel limits
The GoHighLevel limits that decide how it should be run
From GoHighLevel’s own documentation, with sources.
GoHighLevel — documented limits
| Limit | Value | Applies to |
|---|---|---|
| Sub-accounts | 3 | Agency Starter plan source ↗ |
| Sub-accounts | Unlimited | Agency Unlimited and Pro plans source ↗ |
| Snapshot push | Overwrites snapshot assets in linked accounts | Client edits to those assets are reverted; duplicates and custom values are left alone source ↗ |
| Texting US numbers | A2P 10DLC brand and campaign registration | Standard 10-digit local numbers source ↗ |
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with GoHighLevel
Integrate GoHighLevel with your dialer
Still typing call notes into GoHighLevel? We connect GoHighLevel to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
GoHighLevel CRM management — common questions
How many sub-accounts can we have on GoHighLevel?
The Agency Starter plan includes 3 sub-accounts. The Agency Unlimited and Pro plans include unlimited sub-accounts.
Will pushing a GoHighLevel snapshot update overwrite client changes?
It can. Pushing updates overwrites the existing snapshot assets in linked sub-accounts, so client edits to those assets are reverted. Assets the client duplicated and custom values are not touched. Choosing Skip All and then selecting only the new or changed assets avoids overwriting customisations.
Why do texts from GoHighLevel need A2P registration?
Sending SMS to US numbers from standard 10-digit local numbers requires an approved A2P 10DLC brand registration followed by a campaign registration. Without both, messages from those numbers are not delivered as normal.
What is the difference between an Agency Admin and an Account Admin?
Agency Admins have unrestricted access, including billing, SaaS settings and all sub-accounts. Account Admins manage settings inside the sub-accounts assigned to them.
Can a GoHighLevel user see only their own contacts?
Yes. Sub-account users can be restricted with granular permissions and visibility settings such as Only Assigned Data.
How much does GoHighLevel management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about GoHighLevel
Thirty minutes on what you need from GoHighLevel, whether it is on this list or not.
- Agency and sub-account setup — Your agency and each client account configured the same way from day one.
- Snapshot management — One master snapshot, kept current and rolled out carefully.
- Workflows — Follow-up and booking automations that run for every client.
GoHighLevelSetup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
✓ FREE SCOPE CALL · NO COMMITMENT
Book a Free 30-Minute Call
Get a custom integration plan for your exact CRM + Dialer stack.
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