Let’s be real—getting started with HighLevel can feel like drinking from a firehose.
Between setting up your agency account, deciding on your offers, connecting domains, automations, white-label branding… it’s a lot.
That’s why we recently hosted a live Zoom training with our guy Mario Aldayuz (Head of Partnerships at HL Pro Tools), where he walked through the must-know setup moves to avoid common headaches and start scaling smarter.
Whether you’re brand new or knee-deep in SaaS mode, this session was packed with 💣 tactical gems you can apply immediately. Let’s break it down.
Start With the Right Foundation
Mario kicked things off with a truth bomb I see agency owners miss all the time: Your agency’s success is built on the foundation you set up today.
This isn’t just motivational fluff. It’s about getting the core pieces right—because skipping them leads to weeks of rework later.
Here’s what to knock out first:
🛠️ Agency Configuration 101
- Use a branded email domain (ditch the Gmail)
- Set up a clean domain and subdomain structure
- Map out your SaaS plan before you launch anything
- Connect Stripe, Google API keys, and custom values the right way
💡 Want to shortcut that whole mess? We’ve got a preloaded setup process at HL Pro Tools that saves you hours (and a few gray hairs).
Focus on SaaS Mode (but Keep It Simple)
Too many folks try to Frankenstein their first SaaS offer with a hundred features.
But guess what?
Simple offers convert better—and they’re easier to support.
Pick one core outcome for your client. Automate the delivery. Wrap it in a clean onboarding flow. Done.
Not sure where to start? Mario recommends using prebuilt snapshots (like ours 👀) to launch faster and avoid tech paralysis.
Branding Matters More Than You Think
If you’re using HighLevel as a white-label platform (and you should be), make sure your branding doesn’t scream ‘template.’
We’re talking:
- Your custom favicon and logo
- Login screen tweaks
- Dashboard copy updates
- Emails that feel you, not generic
Because let’s be honest—perception = value. People are more likely to pay premium pricing when your setup looks polished.
What You Can Do Today
Here’s a quick checklist of moves you can make right now:
✅ Join the community at community.ghlcoaches.com — it’s a treasure chest of knowledge and support.
✅ Get your domain/email/dash cleaned up and branded.
✅ Stop tweaking, start selling—launch that first offer.
✅ Show up to live HL Pro Tools coaching calls (get the schedule at go.hlprotools.com/coaching)
✅ Automate what you can, and don’t be afraid to bring in global help when it makes sense.
Bottom Line?
If you’re waiting for everything to be perfect, you’ll be stuck forever. HighLevel is a beast—but if you build your foundation right, it becomes your unfair advantage.
Want help with that? That’s what we do. Head over to 👉 hlprotools.com and let us help you get out of setup mode and into scaling mode.
Cool Free Thing: The Testimonial Workflow ⭐️
Before you can help businesses with your service, you need to establish trust. And the fastest way to earn trust? Testimonials.
So in the spirit of free stuff and helping you close more deals, I want to give you my team’s Testimonial Workflow.
This plug-and-play system will help you:
✅ Ask for testimonials (without being awkward)
✅ Collect them consistently
✅ Organize and edit them easily
✅ Actually use them in your marketing
It’s simple. It works. And it’s yours free.
