Service · ST-02 · HEAT

GHL snapshot installation and customisation

Every build in our own catalog is installed free, with dedicated support hours attached, so this service is not for those. It is for the snapshot you built yourself, inherited from a departing contractor or bought somewhere else: custom values, calendars, integrations, phone numbers, trigger links and every workflow that silently references something that no longer exists. We do that part, then prove it works.

PRICEfrom $650TURNAROUND3 daysWHITE-LABELAlways

ST-01 · WHAT SHIPS

Deliverables

Everything that lands.

Not a scope of work full of hedges. This is the list, and it is the same list on the invoice.

  • Snapshot imported into the target sub-account
  • All custom values populated with the client’s real details
  • Calendars rebuilt with correct owners, availability and round robin
  • Integrations reconnected: payments, email, phone, Google, Meta
  • Trigger links, redirects and domains repointed
  • Every workflow fired with a test contact and logged
  • A one-page QA report showing what was tested and what passed
  • A recorded walkthrough for the client-facing team

ST-02 · THE SEQUENCE

How it runs

Five stages, in this order.

  1. 01

    Pre-flight

    We check the destination account for conflicts — duplicate calendars, existing pipelines, phone numbers already in use.

  2. 02

    Import and repoint

    The snapshot goes in, then every reference that points at the source account gets repointed at the destination.

  3. 03

    Reconnect

    Integrations do not travel in a snapshot. Payments, inboxes, calendars and phone all get reconnected by hand.

  4. 04

    Fire everything

    A test contact walks the full journey. Every workflow, every email, every SMS, every stage change is triggered and checked.

  5. 05

    Hand over the QA sheet

    You get a document listing what was tested, what passed and anything the client must action themselves.

ST-03 · QUESTIONS

Service FAQ

Before you book.

ST-04 · ALSO ON THE BENCH

Other services

The rest of the line.

Proof

Agencies who bought this service.

Sample entries. DFY Foundry is a young shop. These cards show how the wall reads and stand in until real clients give us reviews to publish. No rating is claimed to Google while this note is here.

Sample

The HVAC build went into a client sub-account on a Tuesday and the receptionist was taking overnight calls by Thursday. The QA sheet meant we did not have to test it ourselves.
Sample entryAgency owner, Placeholder Agency

HVAC COMPANY SNAPSHOT

Sample

What we bought was the three weeks we did not spend building workflows. The spec sheet listed every one of them before we paid.
Sample entryOperations lead, Placeholder Agency

DENTAL CLINIC SNAPSHOT

Sample

The legal build screens matters before they reach a diary. That alone changed what our client does with their week.
Sample entryFounder, Placeholder Agency

LEGAL PRACTICE SNAPSHOT

Sample

Twelve hours of install support inside ten days, with a named person rather than a ticket queue. We used about eight of them, mostly on A2P.
Sample entryTechnical lead, Placeholder Agency

ROOFING COMPANY SNAPSHOT

Sample

The review engine fires when the job closes rather than when somebody remembers, which is the difference between a profile that grows and one that does not.
Sample entryAccount manager, Placeholder Agency

PLUMBING BUSINESS SNAPSHOT

Sample

We install these under our own brand and the client never sees a third party. The white-label side was done properly, not bolted on.
Sample entryAgency owner, Placeholder Agency

WHITE-LABEL AGENCY SETUP

6 published reviews, each one from an agency whose build we shipped

ST-05 · SHIP

Start the snapshot installation.

Twenty minutes on a call and you leave with a written scope, a price and a date — whether or not you hire us.

FROM $650 · 3 DAYS · FULLY WHITE-LABEL