Let’s be real—HighLevel can feel like a rocket ship… with no user manual.
And if you try to “figure it out later,” you’re basically asking for chaos.
That’s why we hosted a recent live training with my guy Mario Aldayuz, Head of Partnerships at HL Pro Tools. The mission? Help agency owners (and soon-to-be SaaS legends) build their business the right way from the start.
Whether you’re just cracking open your HighLevel account or you’ve been winging it for months—this is your blueprint to fix the foundation and finally scale without headaches.
Your Success Starts With a Solid Setup
Mario kicked things off with a reminder we all needed:
“Your agency’s success is built on the foundation you set up today.”
Here’s where most people go wrong—they skip the boring but critical stuff:
✅ Agency-level settings (this is your HQ, treat it like one)
✅ Domains & DNS (yes, those dreaded CNAME records…)
✅ Proper SaaS plan configuration (this is your cash machine)
✅ Branding & white label setup (no one should see GHL in your URLs)
And guess what? When these things are misconfigured, you end up in Facebook groups asking why your calendar’s broken or emails aren’t sending.
Been there. Burned by that. 🔥
Use the Tools. Build the Brand. Scale the Machine.
If you’re still sending leads to random URLs or haven’t added your favicon yet—let’s fix that.
Here’s what you should be doing now:
💻 White Label EVERYTHING
- Custom app domains
- Branded login portals
- Replace all the generic GHL stuff with your logo, colors, and messaging.
⚙️ Automate Like a Boss
- Use the built-in SaaS Configurator to sell packages on autopilot.
- Set up Stripe inside HighLevel so money moves while you sleep.
🧰 Leverage tools like:
- Zapier for clean handoffs
- Google Sheets for reporting
- Termly.io for instant policies & compliance
Rinse, Repeat, and Lean on the Community
Mario also dropped some 🔥 updates on the ever-growing HighLevel coaching community.
It’s not just for beginners—it’s for anyone who wants to grow faster, smarter, and with less trial and error.
✅ Live weekly calls
✅ Real-time Q&A
✅ Snapshots, templates, and insider workflows
🎯 Remember that you can be part of our coaching sessions, just click here!
TL;DR: What to Do Next
If you’re just getting started (or want to start fresh), here are 5 things you can do today:
✅ Set up your agency settings like a pro
✅ Get your domains + branding locked in
✅ Launch real SaaS packages using the configurator
✅ Automate where it counts (billing, onboarding, etc.)
✅ Join the community and stop building in a silo
Want Help Doing All This Fast?
This is exactly why I built HL Pro Tools—to give HighLevel users the shortcuts, snapshots, and systems that save time and make money.
✅ Prebuilt SaaS offers
✅ Plug-and-play automations
✅ Done-for-you branding + onboarding
✅ Live support from real humans who use HighLevel daily
Ready to stop guessing and start growing?
👉 Go to hlprotools.com and let’s build your business the right way.
