You just spun up your HighLevel agency, stared at the dashboard, and said: “Okay… now what?”
I’ve been there. And if you’re feeling overwhelmed by DNS settings, SaaS pricing, and white label stuff—it’s not just you. That’s normal. But here’s the thing:
👉 If your setup’s a mess, scaling becomes a nightmare.
That’s why Mario Aldayuz—our Partnerships wizard at HL Pro Tools—recently hosted a Zoom training that was basically the Agency Setup Bible. This wasn’t theory. It was a boots-on-the-ground walkthrough of everything you need to configure HighLevel the right way (aka: the way that doesn’t come back to bite you later).
So here’s the breakdown—made simple, snappy, and stress-free.
Step 1: Agency Settings That Actually Matter
This part seems boring, but trust me—get it wrong, and your whole agency feels janky.
Here’s what to dial in from the jump:
✅ Your logo + branding — because your clients should see you, not HighLevel
✅ Time zone settings — don’t let your automations fire at midnight like a confused gremlin
✅ Default user roles + pipeline stages — clean backend = smooth delivery
🛠️ Pro Tip: These small tweaks build massive trust. Clients feel like they’re in a polished platform. That alone makes retention easier.
Step 2: Domains, DNS & Subdomain Sanity
Ah yes… DNS. The three letters that strike fear into new agency owners. 😅
But it doesn’t have to be scary. Mario recommends setting up subdomains like:
🟢 agency.yourdomain.com
🔵 calendar.yourdomain.com
🟣 app.yourdomain.com
And use a tool like Cloudflare to keep DNS clean, secure, and flexible.
Why subdomains? Because they let you white label the platform experience across your entire tech stack. Your clients never see HighLevel branding—they see you.
Step 3: Stripe + SaaS Mode = Money (If You Don’t Mess It Up)
Let’s talk money, shall we?
SaaS mode inside HighLevel is insanely powerful… but only if you set it up correctly.
What to watch for:
💸 Pricing tiers — Keep it simple. Too many plans = confused customers.
🧾 Stripe integration — Hook it up early to avoid payment headaches later.
⚠️ Product linking — If it breaks, billing breaks. (Ask me how I know.)
The SaaS Configurator isn’t “set it and forget it.” It’s “set it up smart so you don’t have to babysit it.”
Step 4: White Label Like You Mean It
Want to go from “freelancer with a funnel” to “real agency owner”?
👉 White label everything.
Your login URLs. Your email domains. Your mobile app. Even your support touchpoints.
When clients log in and see your brand—not some generic platform—that’s when the trust skyrockets.
Quick Setup Checklist
Before you launch, double check:
🔒 Branded login & email domains
🎨 Custom logo, time zone & pipeline config
💳 Stripe + SaaS tiers mapped and tested
🌐 DNS clean with subdomains + SSL
🧑🎓 Join the HighLevel support community: community.ghlcoaches.com
Mario said it best:“Your agency’s success is built on the foundation you set up today.”
And I couldn’t agree more.
Cool Free Thing: The Testimonial Workflow (aka Instant Trust Builder)
Before you can sell anything, you need to build trust.
And testimonials do the heavy lifting.
I want to give you our exact Testimonial Workflow—the same one we use at HL Pro Tools to:
✅ Collect feedback automatically
✅ Turn it into polished, high-converting testimonials
✅ Drop them into sites, funnels, and emails without lifting a finger
Use it to make trust automatic. Because when people trust you—they buy.
Need Help Getting Set Up Faster?
We help HighLevel users launch smarter, grow faster, and skip the tech headaches.
✅ Pre-built workflows
✅ Done-for-you templates
✅ Real support from real pros
👉 Visit hlprotools.com and let’s get your foundation set the right way.
