Let me just say it: if you’re building an agency on HighLevel and not using snapshots… you’re doing it the hard way.
Snapshots are the closest thing to cloning yourself—minus the sci-fi ethics and lab coats. And when you build them right, they let you launch client accounts faster, avoid tech headaches, and scale without babysitting every little workflow.
But… (and this is where most people mess up)
Scaling snapshots isn’t just about duplication—it’s about precision.
That’s exactly what we dug into on a recent HighLevel training I co-hosted with Mario Aldayuz (our Partnerships wizard) and snapshot Jedi Michael. The whole goal? Show you how to build, deploy, and scale snapshots without drowning in tech debt.
Let’s break it down so you don’t fall into the same traps I did when I started.
Step 1: Build Around the Real Customer Journey
Most people overthink this part. They build their snapshot like it’s a feature buffet—just in case someone might want this or that or the other thing.
Stop it.
Instead, do what Michael said:
“Your customer doesn’t know the customer you think they are.”
Translation: Build workflows based on what actually happens in their business. Start with:
- ✅ What gets them leads
- ✅ What converts those leads
- ✅ What keeps those customers
That’s your foundation. Everything else is optional seasoning.
Step 2: Don’t Overengineer. Keep It JIT.
I’ve been guilty of this… adding bells and whistles to a snapshot thinking it’ll “wow” the client.
But in reality?
They’re overwhelmed. You’re overworked. Nobody wins.
So what’s the fix?
JIT Development (Just-In-Time). You build what’s needed now, and phase the rest later based on actual usage and feedback.
Minimum Viable Snapshot > Maximum Confusion Snapshot
Step 3: Define a North Star for Every Snapshot
Before you try to scale, ask yourself:
👉 What’s the goal of this snapshot?
Is it for:
- Growth?
- Retention?
- Fulfillment?
- Systematizing a specific niche?
Once you lock in your mission, every automation, form, and field you add should support that goal. If it doesn’t… toss it. No room for fluff when you’re building for scale.
A snapshot without a strategy is just chaos with better packaging.
Step 4: Clean Before You Clone
This is the part most people skip—and it bites them later.
📌 Before you deploy a snapshot:
- Clean up unused triggers and fields
- Test the workflows from end to end
- Make sure your documentation is crystal clear
- Track all dependencies (custom fields, links, etc.)
You’re not just launching a copy—you’re launching a system. And every part of it should be intentional.
TL;DR: Scaling Snapshots Isn’t About Building More—It’s About Building Smart
If you want to scale your agency like a pro (without having to redo everything later), here’s your cheat sheet:
✅ Build for the actual customer journey
✅ Avoid overengineering—use Just-In-Time dev
✅ Set a clear goal (your North Star)
✅ Clean up your work before you clone it
✅ Document EVERYTHING (future you will thank you)
Want Help Doing This?
We built HLProTools.com specifically to make this stuff easier.
Inside, you’ll find:
- Theme Builders
- Template Packs
- Real agency systems
- Snapshot walkthroughs
- White-label assets you can actually use
Basically: everything I wish I had when I was in your shoes.
👉 Go check it out at hlprotools.com
Cool Free Thing: Want More Testimonials Like Magic?
Before you can sell your service, people have to trust you.
Fastest way to build trust? ⭐️ Testimonials.
But getting them (and organizing them) can be a nightmare—unless you have the right process.
So here’s the deal:
In the spirit of free stuff, I’m giving you my team’s Testimonial Workflow—the same system we use to request, edit, and store testimonials in HighLevel.
It’s clean, it’s simple, and it just works.
