SaaS Agency Snapshot Documentation
SaaS Agency Snapshot Documentation
Documentation
1.Custom Values
2.Pipelines
3.Calendars
4.Website
5.Affiliate Manager
6.Funnels
7.Nurture Campaigns
8.Database Reactivation
9.Birthday Workflow
10. Referral Campaign
11. Incoming Lead Follow Up
12. Missed Call Text Back
13. Holiday Emails
1. Custom Values
Custom values are like personalized settings that you can adjust to make your
experience with our snapshot uniquely yours. They give you the power to tailor how the
snapshot behaves, ensuring it fits your needs perfectly. Whether it's tweaking
configurations or fine-tuning outputs, custom values empower you to make the
snapshot work just the way you want it to.
If you go to Settings, then Custom Values, you will see the values we have for you. For
each value, you can simply click the three dots on the side of each section to add your
own value to the custom values.
Whatever you add to these values will update the entire snapshot with that information,
● This value represents the link that directs users to complete their checkout
process after abandoning their cart. It helps recover potentially lost sales by
providing a convenient way for users to finalize their purchases.
Birthday Offer
DR Campaign Offer
● This link provides users with access to your calendar for scheduling demo calls
or consultations. It streamlines the process of booking appointments and
facilitates lead generation and conversion for your business.
Exclusive Offer
● This link directs users to the landing page or checkout page where they can
redeem the exclusive offer. It ensures seamless access to the special promotion
and facilitates conversions for your business.
● The mobile app link directs users to download or access your white-label
GoHighLevel SaaS platform via a mobile application. It enhances user
accessibility and convenience, allowing users to engage with your platform on
the go.
Referral Offer
● The referral offer is an incentive or reward offered to users for referring new
customers to your white-label GoHighLevel SaaS platform. It encourages word-
of-mouth marketing and promotes user engagement and loyalty.
These custom values empower you to customize your white-label GoHighLevel SaaS
platform, drive user engagement, and optimize your marketing strategies to achieve
your business objectives effectively.
2. Pipelines
White Label GoHighLevel SaaS Business: Sales Pipelines
Documentation
Sales pipelines are essential frameworks that guide the journey of leads and prospects
through various stages of the sales process, from initial contact to conversion and
beyond. In our white-label GoHighLevel SaaS business snapshot, we offer several
specialized pipelines tailored to manage different aspects of the sales and customer
lifecycle effectively.
DR Campaign Pipeline
Stages:
1. Offer Sent: The initial stage where prospects receive the offer from your DR
(Direct Response) campaign.
2. Interested: Leads who express interest in the offer and show potential for further
engagement.
3. Not Interested: Leads who decline the offer or indicate disinterest in proceeding
further.
Purpose: This pipeline is designed to manage leads generated from your DR campaigns
and track their responses to the offers provided. It helps identify promising leads for
further nurturing and conversion.
1. 14 Day Free Trial Started: Leads who have signed up for the 14-day free trial of
your SaaS platform.
2. Customer (Trial Ended): Leads who have completed the trial period and either
converted into paying customers or cancelled their subscription.
Purpose: This pipeline focuses on managing leads who are exploring your SaaS
platform through the free trial offer. It tracks their progression through the trial period
and their subsequent actions, such as conversion or cancellation.
Main Pipeline
Stages:
1. New Lead: Initial stage where new leads are added to the pipeline.
2. Lead Responded: Leads who have responded positively to your initial outreach or
communication.
3. Intro Call: Leads who have scheduled an introductory call to learn more about
your SaaS offering.
4. Demo Booked: Leads who have booked a demo or consultation session to
explore your SaaS platform in detail.
5. Canceled: Leads who have canceled or postponed further engagement at any
stage.
6. Follow Up - Not Ready: Leads who require additional follow-up but are not yet
ready to proceed.
7. Purchased (Won): Leads who have converted into paying customers.
Purpose: The main pipeline serves as the central hub for managing all stages of the
sales process, from initial contact to conversion. It tracks lead interactions, facilitates
communication, and guides leads towards conversion.
Onboarding Funnel
Stages:
1. Paid: Customers who have completed payment and subscribed to your SaaS
platform.
2. Onboarding Form Completed: Customers who have filled out the onboarding
form to provide necessary information.
3. Success Call Booked: Customers who have scheduled a success call for
onboarding assistance.
4. Success Call Canceled: Customers who have canceled or rescheduled their
success call.
5. No Show: Customers who fail to attend the scheduled success call.
6. Onboarding Completed: Customers who have successfully completed the
onboarding process.
Purpose: This funnel focuses on managing the onboarding process for new customers,
ensuring a smooth transition and successful integration of your SaaS platform into their
workflows.
Purpose: The support tickets pipeline facilitates the management of customer support
inquiries and issues, ensuring timely resolution and efficient communication with
customers.
3. Calendars
White Label GoHighLevel SaaS Agency: Calendars
Documentation
Calendars play a crucial role in scheduling and managing various interactions and
activities within your white-label GoHighLevel SaaS agency. They help coordinate
appointments, consultations, and support sessions, ensuring efficient communication
and engagement with clients. Here are four specialized calendars designed to
streamline your agency's operations:
Key Features:
Key Features:
Key Features:
Key Features:
The After Demo Call Recap email/sms Automation is a powerful tool designed to
streamline post-demo communication with potential clients. Following a demo call, this
automation automatically sends a recap email or SMS to the prospect, summarizing key
points discussed during the demo, highlighting the benefits of the product or service
demonstrated, and reinforcing the value proposition. It serves as a helpful reminder for
the prospect, keeping your brand top-of-mind and nurturing the relationship established
during the call. By providing a concise recap of the demo's highlights, this automation
reinforces the prospect's interest, encourages further engagement, and moves them
closer to conversion.
4. Website
When you go to "Sites," then "Websites," you will find a SaaS website that can be easily
customized to your liking.
1. Add Your Logo: Easily upload your logo to give your website a personalized touch.
Your logo will seamlessly integrate into the design, enhancing brand recognition and
professionalism.
2. Customize Brand Colors: Make your website truly yours by changing the brand colors
to reflect your unique style and aesthetic. Choose from a wide range of color options to
create a cohesive and visually appealing design.
3. Edit Content: Tailor the content on your website to suit your specific business needs
and messaging. Whether it's updating text, adding images, or modifying layouts, our
user-friendly editor makes it easy to create compelling and engaging content.
With these powerful customization options, you can create a professional and polished
website that effectively represents your brand and attracts potential SaaS customers.
Easily collect leads by utilizing a SaaS website form that will help you gather
information about customers, including their name, email, phone number, and the type
of services they are looking for.
Website Automations
If you navigate to the Automation tab, you will find a folder titled "Website Automations."
Inside the "Website Automations" folder, you will find two website automations.
Whenever someone interacts with your website form, webchat, or live chat, these
automations will trigger. They will tag the lead, update their information in your pipeline,
send them text and email follow-ups, and notify the SaaS business that a new lead has
been generated.
5. Affiliate Manager
6. Funnels
Automations
3. Lead Magnet (eBook) 📚
This two-step opt-in funnel offers a free eBook on marketing and sales in the digital age.
Prospects receive the eBook upon opt-in and enter a nurturing sequence to foster
engagement.
Automations
4. VSL Funnel
A four-step funnel comprising opt-in, sales video viewing, appointment booking, and
thank-you page. This funnel is automated and incorporates dedicated automation
sequences.
Automations
5. No Free Trial Checkout Funnels (Essential, Standard,
Professional Plans)
Three checkout funnels tailored for Essential, Standard, and Professional plans for
clients opting out of the free trial. After sign-up, clients receive a sequence of getting-
started emails to aid setup.
These funnels are strategically designed to cater to various stages of the client journey,
from onboarding and support to lead generation and conversion. Each funnel is
meticulously crafted to maximize efficiency, engagement, and ultimately, client success
within our software ecosystem.
In our snapshot, we offer comprehensive 52-week email and text SaaS nurture
campaigns designed to cultivate relationships with your leads and keep your SaaS
business top-of-mind. Here's what you can expect:
With our 52-week email and text SaaS nurture campaigns, you can stay connected with
your leads, provide them with valuable insights and offers, and nurture them towards
conversion over the long term.
Workflow Steps:
Benefits:
The Abandoned Cart Workflow is a valuable tool in our SaaS snapshot, helping to
recover potential revenue and optimize the user experience for increased conversions
and customer satisfaction.
8. Database Reactivation
Understanding Database Reactivation Campaigns
● Customizable Birthday Offer: Our birthday offer campaign enables you to create
personalized offers tailored to your customers' birthdays. By utilizing a custom
value, you can easily customize the offer to align with your promotional
strategies and business goals. Whether it's a discount, a freebie, or a special
promotion, the birthday offer campaign allows you to delight your customers and
drive engagement on their special day.
Referral campaigns are powerful marketing strategies designed to leverage the existing
customer base to acquire new customers. By incentivizing customers to refer friends,
family, or colleagues to your business, referral campaigns can rapidly expand your
customer network and drive growth. In our snapshot, we offer a comprehensive referral
campaign feature that enables you to easily create and manage referral programs
tailored to your business needs.
● Expanded Customer Base: Referral campaigns tap into the power of word-of-
mouth marketing to attract new customers. By leveraging the networks of your
existing customers, you can rapidly expand your customer base and drive growth
for your business.
● Enhanced Trust and Credibility: Recommendations from friends or family
members are highly trusted by consumers. By encouraging referrals, you can
capitalize on this trust and credibility to attract high-quality leads and convert
them into loyal customers.
● Cost-Effective Marketing: Referral campaigns are a cost-effective way to acquire
new customers compared to traditional advertising channels. Since referrals
come from satisfied customers, the cost per acquisition is typically lower,
resulting in a higher return on investment.
With our customizable referral campaign feature, you can harness the power of word-of-
mouth marketing to drive growth and success for your business.
11. Incoming Lead Follow Up Workflows
Incoming lead follow-up workflows are automated processes designed to promptly
respond to inquiries and messages from potential customers across various
communication channels. These workflows ensure that every lead receives a timely and
personalized response, increasing the chances of conversion and providing exceptional
customer service. In our snapshot, we offer four incoming lead follow-up workflows
tailored to different communication channels: Google My Business (GMB) message,
email, Facebook message, and Instagram direct message (DM).