Let’s be honest…
When you first jump into HighLevel, it’s tempting to dive straight into funnels, automations, and zapping everything to Google Sheets. But if you skip the setup stuff—the “boring-looking” stuff—you’ll hit a wall. Fast.
That’s exactly why we hosted a Zoom call with our guy Mario Aldayuz, Head of Partnerships at HL Pro Tools. He walked through how to properly configure your agency account so you’re not constantly fixing broken pieces later.
Here’s what we covered (and why it matters way more than you think 👇).
Agency Configuration—Get Your House in Order
I always say: “Your HighLevel agency is only as strong as its setup.”
Mario broke down the most common issues we see when people are either just getting started or scaling too fast without structure.
🚀 Here’s What You Need to Nail:
- 💼 Logos, Branding & Time Zones
This stuff sounds small—but it’s what makes your agency feel professional from day one.
Swap out HighLevel branding with your logo everywhere. Fix those default time zones. Add your favicon. It builds instant trust. - 🌐 Domain Setup
Don’t send clients to weird, default URLs. Set up your domain structure properly with Cloudflare.
Use clean subdomains like:
app.youragency.com
calendar.youragency.com
Pro Tip: Make sure your email-sending domain is verified and matches your brand. It’ll improve deliverability and perception. - 💳 Stripe + SaaS Configurator
This one’s huge.
Mario walked through how bad pricing setups can lead to customer confusion (and missed revenue). Get your SaaS packages dialed in, make sure your products are mapped correctly, and test your signup flow.
Mistake here = support nightmare later.
Bonus Details That Separate Pros from Beginners
✨ These details seem small… but they add up fast:
- White-label API domain: No one wants to see “HighLevel” in URLs—change it.
- Calendar branding: Yep, even your booking links need love.
- Custom client dashboards: Set them up with branded snapshots.
When clients log in and everything feels polished and on-brand? They stick around longer. They trust you more. And they’re more likely to refer others.
Quick Action Checklist (Do These Today)
🟩 Set up a branded subdomain for your app and calendar
🟩 Add your logo, color scheme, and favicon inside HL
🟩 Fix your SaaS plan pricing in the configurator
🟩 Verify your sending domain + set up SPF/DKIM
🟩 Replace booking links with custom branded ones
👉 Want help doing all of that fast? That’s what we do at hlprotools.com.
Cool Free Thing: The Testimonial Workflow ⭐️
Before you can help businesses with your service, you’ve gotta earn trust.
And nothing builds trust faster than real testimonials from happy clients.
So, here’s the deal…
In the spirit of free stuff and helping you close more deals, I want to give you my team’s Testimonial Workflow. This thing makes gathering, organizing, and actually using testimonials easy.
Here’s what you’ll get:
✅ How to ask (without being awkward)
✅ A simple workflow for collecting them
✅ A system to organize, edit, and share
✅ Templates, reminders, and automation included
