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Mastering HighLevel for Agencies: Real Tips That Actually Work

Let’s be real — HighLevel is powerful, but it’s not always plug-and-play. Whether you’re building your first agency site or trying to connect a custom domain without throwing your laptop across the room… we’ve all been there. 😅

I recently sat down with Mario Aldayuz, Head of Partnerships at HL Pro Tools, for a live Zoom call packed with value. Agencies showed up, asked the tough questions, and Mario delivered the real-world solutions.

Here’s what you missed — and what you absolutely need to know if you’re trying to build a better agency presence with HighLevel.

The Website Setup Problem

One agency owner, Tom, asked something a lot of people wonder:
“How do I make my agency website actually look legit to clients?”

Good question, Tom. Because if your site looks like a half-baked template, no one’s handing you their credit card.

Here’s Mario’s take (and mine too):

🛠 Use HighLevel-hosted snapshots to kickstart your agency site.
✅ Connect it to a custom domain right away (seriously — do this first).
🔁 Clone existing funnels and tweak the pricing, branding, and offer for your audience.
🛒 If you’ve got checkout forms, double-check they’re linked to your products or Stripe setup — don’t let your sales flow break.

Bottom line: Build fast, look pro, and don’t reinvent the wheel.

Automate Smart, Not Hard

Your website is just step one. Once it’s live, you want it working for you — not the other way around.

A few simple automations Mario recommends:

  • Tag contacts automatically when they submit a form or book a call
  • Set up an email drip for new leads based on their funnel stage
  • Integrate with Outlook or Gmail so you can track and reply faster

And if you’re feeling brave, connect external tools via API — HighLevel makes it surprisingly smooth.

Growing Your SaaS with HighLevel

If you’re shifting into the SaaS model (which you probably should be), Mario dropped this gold nugget:

“Think like a product — not just a service. Use your funnel and onboarding to prove value fast.

That means:

  • 📦 Build templates your clients can plug-and-play
  • 📊 Track their activity and engagement right out of the gate
  • 💬 Use workflows to send timely nudges that help clients succeed (and stay)

Pro Tips Recap:

Set up your custom domain early
Clone smart, don’t build from scratch
Make sure forms, checkouts, and automations are tested and live
Track behavior and tag accordingly
Think SaaS if you want recurring revenue

Cool Free Thing

Before you can help businesses with your service, you need to establish trust.
And the fastest way to build trust? ⭐️ Testimonials.

In the spirit of giving you tools that actually help — I’m handing you my team’s exact Testimonial Workflow

This plug-and-play system makes gathering, editing, and showcasing testimonials effortless.

👉 Grab the free walkthrough here

Want More HighLevel Wins?

If you’re serious about using HighLevel to actually grow (and not just poke around aimlessly), I’ve got tools, templates, and strategies that make it way easier.

🧠 Go now to hlprotools.com — it’s where all the good stuff lives.

Do you want the HighLevel fast-track?

We bundled all the goodness we created for ourselves over the past 18 months into a complete training to sell more & retain clients longer with HighLevel®.

About HL Pro Tools

HL Pro Tools is the only white label HighLevel® support with a money back guarantee to help your agency sell more & retain clients longer.

Do you want the HighLevel fast-track?

We bundled all the goodness we created for ourselves over the past 18 months into a complete training to sell more & retain clients longer with HighLevel®.