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.
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.
- 01
Pre-flight
We check the destination account for conflicts — duplicate calendars, existing pipelines, phone numbers already in use.
- 02
Import and repoint
The snapshot goes in, then every reference that points at the source account gets repointed at the destination.
- 03
Reconnect
Integrations do not travel in a snapshot. Payments, inboxes, calendars and phone all get reconnected by hand.
- 04
Fire everything
A test contact walks the full journey. Every workflow, every email, every SMS, every stage change is triggered and checked.
- 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.
Yes. We install third-party snapshots as often as our own. We will tell you honestly if the build has problems we cannot fix inside the install scope.
Contacts, conversations, integration connections, phone numbers, A2P registration and anything tied to a specific user. We rebuild all of it during install.
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.
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.
DENTAL CLINIC SNAPSHOT
Sample
The legal build screens matters before they reach a diary. That alone changed what our client does with their week.
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.
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.
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.
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