Let’s cut to it—if you’re building anything on HighLevel (agency, SaaS, or somewhere in between), you’ve got more tools than time. The good news? You don’t need a 90-day plan. You just need to take action today.
That’s why we hosted a 🔥 Zoom session with two SaaS powerhouses:
👉 Mario Aldayuz – Head of Partnerships @ HL Pro Tools
👉 Farah Patel – Director of Special Projects @ HighLevel
We talked about legal protection, business structure, hiring, tools, trust… all the stuff most people avoid until it’s too late. If you’re ready to grow, scale, and not crash and burn, here are 4 practical moves you can make right now.
1. Join the HighLevel Coaching Calls (Seriously, Stop Sleeping on These)
I know what you’re thinking: “Another coaching call?”
But hear me out—HighLevel’s new coaching lineup is the real deal.
They’ve gone from 3 to 9+ live calls a week, covering things like:
- AI workflows 🧠
- Customer retention strategies 🧲
- Snapshot optimization for SaaS 🧩
And here’s the pro tip:
Show up early. The first few people often get free snapshots, private Q&As, and other perks.
📌 Save this link: go.hlprotools.com/coaching
2. Get Legit: Incorporate, Insure, and Cover Your 🍑
If you’re running a business without a legal structure or proper policies in place… you’re asking for headaches.
Here’s what we recommend (straight from Mario and Farah):
✅ Incorporate your business. LLC or S-Corp—just make it official.
✅ Get business insurance. Providers like Hiscox cater to SaaS.
✅ Generate terms & privacy policies. Tools like Termly.io make this stupid easy.
“Don’t wait until you get burned. Set the legal foundation now.”
3. Embrace Remote Teams + AI Tools (But Keep Control)
In 2025, there’s no excuse to be stuck doing everything yourself.
Need a dashboard built? Sales pages designed? Support handled?
✅ Hire remote VAs and devs
✅ Use tools like Zapier, Google Sheets, OpenAI, and Make
✅ Build repeatable SOPs (your future self will thank you)
But also—don’t go full Frankenstein on your tech stack.
“The best SaaS companies own their process. Don’t outsource the soul of your business.”
4. Trust Over Terms: Build Real Client Relationships
Look, contracts are important. I’m not saying ignore them. But they’re just paper if the relationship sucks.
Farah nailed it with this reminder:
“Contracts manage expectations. Trust keeps clients around.”
So if you’re ghosting clients, avoiding hard convos, or hiding behind automation… fix that. Check in. Be transparent. Be human. 🤝
TL;DR – 4 Power Moves to Make Today
🧠 Join HighLevel coaching calls
📄 Set up your legal + compliance stuff
🌐 Build with global talent + smart tools
❤️ Lead with trust, not just contracts
Want to Move Faster Without Guessing?
That’s why I built HL Pro Tools — it’s the toolbox I wish I had when I started scaling with HighLevel.
📦 Prebuilt snapshots
🧩 Plug-and-play SaaS plans
💬 White-label support
🎓 Hands-on coaching
👉 Skip the trial-and-error. Go to hlprotools.com and let’s build something real.
