For marketing agencies
Turn the discovery call into a signed retainer.
A branded funnel qualifies the lead and books the call. When they say yes, one link handles the agreement and the setup fee, and the account spins up on its own.
14 days, full access, no card. Free plan after.
The gap between yes and onboarded
- The proposal goes out after the call, and the momentum from the yes cools off before it comes back signed.
- Setup fees and the first month of retainer get chased over email instead of collected while intent is high.
- Kickoff drags for a week while someone builds the CRM sub-account, the client Slack, and the shared drive by hand.
- Discovery calls fill with prospects who have no budget and no real project.
Qualified before they book
A quiz funnel asks a few short questions about budget, channels, and timeline before anyone books, so the calls that land on the calendar are with prospects who fit the retainer. Every answer is attached to the lead, and your closer walks in already knowing the account.
From yes to onboarded
The moment the prospect agrees on the call, your closer submits their details and one link goes out for the agreement and the setup fee together. As soon as both clear, the GoHighLevel sub-account, the client channel, the shared folder, and the kickoff email fire on their own.
Built for a monthly retainer with a one-time setup fee, and it adapts to how you package your work.
One tool for your whole stack
The point tools marketing agencies stitch together today, replaced by one login.
The point tools you stitch together today, and the glue between them, become one workflow. Sign, pay, and provisioning run on a single track.
Works with the stack you already run
See it run
Watch a close go
from yes to onboarded.
The demo runs the whole flow on a sample client: fill the form, sign, pay, and watch the workspace, channel, files, and kickoff email provision themselves. No account needed.
Provisioning kicks off
Illustrative product data, not customer results