Look, if you’re building your agency on HighLevel and haven’t properly configured your account yet… you’re leaving money (and sanity) on the table. 😬
I see it all the time: smart people launching big ideas with sloppy setups, broken billing, and branding that screams “I don’t know what I’m doing.”
So, we fired up a Zoom session with Mario Aldayuz (Head of Partnerships at HL Pro Tools) to walk through the essential agency configuration steps—aka what you actually need to get right before trying to scale.
Whether you’re brand new or knee-deep in the HighLevel game, this stuff matters. Let’s break it down 👇
Foundation First: Your HighLevel Settings
Here’s what you need to lock in from day one:
✅ Branding + Basics
These are the first things your clients see—make them feel like they’re inside your software, not HighLevel’s.
- Upload your logo (not your cousin’s blurry .jpg)
- Set the correct time zone
- Customize system emails with your brand voice
🎨 Pro Tip: Your brand isn’t just visuals. Update email templates, appointment reminders, and login pages too.
Domain + Subdomain Setup
You need clean URLs. End of story.
Use subdomains like app.youragency.com or support.youragency.com for different functions. This gives you:
- Branded professionalism 🧑💼
- Less client confusion 😵
- Smoother white-labeling 🎯
🛡️ Use Cloudflare. It’s your best friend for DNS management (and yes, Mario swears by it).
SaaS Mode + Stripe = Don’t Screw This Up
This one’s huge. If you’re running SaaS mode (and you should be), you must set up Stripe correctly from the jump.
Mario covered:
- Product structures that match your pricing
- Mapping Stripe products to HL SaaS tiers
- Avoiding billing errors that make you look like an amateur
🔐 Heads up: If you mess this up, you’ll be refunding clients while reworking your pipeline—and trust me, no one wants that at 11pm on a Friday.
Other Stuff That Makes You Look Like a Pro
These aren’t “nice to haves”—they’re the polish that builds trust:
🕒 Calendar Links: White-label them. No one should see gohighlevel.com anywhere.
🔗 Custom Domains on Forms + Funnels: You paid for a domain—use it.
🔌 White Label API Domains: This one’s next level, but it makes all your tech talk to each other under your brand umbrella.
Why This All Matters
When your agency setup is dialed in, everything else gets easier:
- Clients take you more seriously
- Support issues drop off
- You scale with less chaos
- And you can focus on growth, not fixing stuff
HighLevel is powerful—but only if you treat it like a real platform, not a toy.
Want Help Making HighLevel Easy?
We live and breathe this stuff. At HL Pro Tools, we help agencies like yours:
- Set up HighLevel the right way
- Offer white-label 24/7 support
- Deploy snapshots, SaaS models, templates, and more
👉 Visit hlprotools.com and let’s take your agency from chaos to clarity.
Cool Free Thing
Before you can help businesses with your service, you need to establish trust.
The fastest way to build that trust? ⭐️ Testimonials.
In the spirit of free stuff… I want to give you my team’s Testimonial Workflow.
It’s the exact process we use to:
- Collect client testimonials
- Edit them without the back-and-forth
- Organize everything so it’s ready for sales pages, social, and funnels
📥 Grab the free walkthrough here It’s slick. It’s simple. It works.
