Snapshot · Digital Marketing Agency

Digital marketing agency GoHighLevel snapshot

The build an agency runs on itself. Audit to discovery call to proposal to onboarding, with the reporting cadence that keeps a retainer alive past month four.

$1,880$2,910ONE-OFF · UNLIMITED SUB-ACCOUNTS
View the works order
  • White-label
  • 12 months of updates
  • Install guide included
  • All sales final once the link is sent

ST-01 · THE TERMS

Installation

We install it. It costs nothing.

Retainers die in month four, not month one. Installation is free. You get 15 hours of dedicated installation support with it, to be used within 8 days of purchase. It is an allowance of hours, not 8 days of open-ended help, so book the time in and spend it. When the 15 hours are spent, or the 8 days are up, anything further is quoted before it is started and billed as work. Nothing lands on an invoice unannounced.

Installing the snapshot into the sub-account, with the QA pass and the walkthrough
Rebranding the website: your client’s name, colours, logo, domain and booking links
A2P 10DLC registration and setup, opt-in wording checked before it is filed
Email service setup: domain email integrated in HighLevel and the sending domain authenticated
Creating a few more automations where the build needs them, and retuning the ones in it

Never in the hours, on any build: third-party integrations, third-party api work, custom software development. Those are commissioned separately and quoted before a spark is struck.

Book a call about this build

Questions, or want a look at the build before you buy it? Book a call and we will walk you through the account.

ST-02 · THE NINE

What lands in the sub-account

Nine pieces, forged for digital marketing agency.

One list, not two. Every build carries the same nine pieces, and every part we deliver is stamped into the piece it belongs to and described once. Open a part to see what it fixes for a digital marketing agency, what changes, and how it pays back. There are no quantities on it: what is in the build is stated, not counted.

  1. CATCHThe lead arrives and is answered
  2. HEATCold and quiet contacts brought back up
  3. STRIKEThe booking held and protected
  4. QUENCHThe finished job set as public proof
  5. TEMPERThe client kept, for years not weeks
01CATCH

Professional Website

A free audit funnel, service pages with the copy written for business owners rather than for other marketers, and the discovery calendar embedded.

  • Free audit funnel
  • Owner-facing service pages
  • Discovery calendar embedded

STAMPED FROM

AI Studio websiteOwner-facing pages, not marketer jargon
The gap
Agency sites are written for other agencies. Attribution, omnichannel, full-funnel. The plumber with a $3,000 budget reads two lines and closes the tab.
After the strike
AI Studio builds service pages in the language a business owner uses, case studies presented as evidence rather than screenshots, and the discovery calendar on every page.
What it pays back
Assume your agency wins one client a month from the site today. One more, at a $2,500 retainer held twelve months, is $30,000 from pages you were never going to write.
FunnelsFree audit request to booked call
The gap
Your own site is the cobbler's shoes. There is a contact form, a phone number and nothing that turns a curious owner into a booked audit.
After the strike
A free audit request page, a case study library, the discovery booking page, a proposal page and a client onboarding portal. The offer your agency never got around to building.
What it pays back
If you spend $1,500 a month on ads pointing at a page that books audits rather than a homepage, and one audit a month signs at $2,500, the arithmetic is quick.
Forms and surveysAudit request that qualifies itself
The gap
Your audit request form asks for a website URL. Then you spend two hours auditing an account with a $300 budget run by somebody's nephew.
After the strike
The audit request asks spend, channels running, who owns the decision and what they have already tried. The quarterly client survey feeds the health board before anyone churns.
What it pays back
If a qualified form removes three pointless audits a month, and each one costs two hours at a $150 hourly rate, that is $900 a month back into delivery.
02CATCH

AI Receptionist

Answers the enquiry from a case study page, asks about spend, timeline and who owns the decision, and books a discovery call only when it is worth one.

  • Spend and decision maker
  • Books qualified calls only
  • English and Spanish

STAMPED FROM

1 AI ReceptionistInbound answered while you are in delivery
The gap
The phone rings at four while you are three hours into a client's ad account. It is a referral with budget, and it goes to voicemail.
After the strike
Voice AI takes the call, asks about monthly spend, timeline and who signs, and books the audit call only when the answers make it worth an hour.
What it pays back
Say a retainer runs $2,500 a month and lasts nine months. One referral call a quarter that would have hit voicemail is worth more than the build outright.
03CATCH

AI Chatbot

Works the traffic from content and paid social, answers scope and retainer questions plainly, and pushes serious prospects into the audit request.

  • Scope and retainer answers
  • Pushes to the audit
  • Web, SMS, FB, Instagram

STAMPED FROM

1 AI ChatbotScope questions answered, audit requested
The gap
A business owner reads a case study on a Sunday and wants to know whether you work with trades, and what it costs. Nobody is at a keyboard.
After the strike
Text AI runs the site widget, SMS, Facebook and Instagram. Scope, retainer range, contract length, what you do not do. Serious enquiries get pushed into the audit request.
What it pays back
Say the content engine brings four hundred visits a month and the widget turns a handful into audit requests. One $2,500 retainer out of that handful makes the month.
04HEAT

AI Outbound Caller

Rings the audits that were delivered and never booked, and the proposals sitting past day thirty, which is where agency pipelines silently leak.

  • Unbooked audit chase
  • Proposal past day 30
  • Voicemail with a booking link

Runs on Workflows and Nurture campaign, described once where they are stamped rather than twice here.

05STRIKE

Smart Appointment System

Discovery calls go out with the pre-work attached. The prospects who fill it in arrive ready to buy; the ones who do not arrive ready to browse.

  • 24h, 1h and 15min ladder
  • Pre-work attached
  • Recovery call inside 60 min

STAMPED FROM

Appointment reminders, confirmations and no-show recoveryDiscovery calls that people actually attend
The gap
A discovery call with somebody who did not fill in the pre-work is a free consultancy hour. They leave with your strategy and no reason to sign.
After the strike
Booking sends the pre-work and the agenda. Reminders the day before, the hour before, ten minutes out. Anyone who misses gets called back while the audit is fresh.
What it pays back
If eight discovery calls go out in a month and three of them ghost, getting two back at a $2,500 retainer is $5,000 of pipeline you had already paid to create.
06QUENCH

Review Automation

The engine keeps the written review separate from the case study request, so neither is spent asking for the wrong thing at the right moment.

  • Review and case study apart
  • Two follow-ups, then stop
  • Churn risk suppressed

STAMPED FROM

Review automationCase study asked at ninety days
The gap
You ask for a testimonial during onboarding because that is when everyone is happy, and the client has nothing to point at except a nice kick-off call.
After the strike
The ask holds until ninety days and a reported result. Written review and case study go out as separate requests, and anyone flagged as a churn risk is skipped.
What it pays back
If one case study on the site wins a single $2,500 retainer over a year, then asking at ninety days rather than at kick-off is the cheapest sales asset you own.
07QUENCH

Review Harvesting

The ask fires post-result at the ninety day mark, when a client has a number to point at rather than an impression of the onboarding.

  • Trigger: 90 day milestone
  • Needs a reported result
  • Google and Facebook links

Runs on Review automation, described once where they are stamped rather than twice here.

08TEMPER

Lifetime Nurture Campaigns

Monthly reporting cadence, a quarterly strategy prompt, and a referral programme aimed at the developers and consultants who send you work.

  • Monthly reporting cadence
  • Quarterly strategy prompts
  • Partner referral programme

STAMPED FROM

Nurture campaignAudit delivered, then the long game
The gap
You deliver a free audit, they say the timing is wrong, and you never contact them again. Six months later they hire somebody who kept in touch.
After the strike
The sequence works the gap between audit and signature, then keeps the relationship warm after: strategy prompts, industry notes, and the check-in that lands before their budget year.
What it pays back
Say you deliver five audits a month and one signs. If nurture converts one of the other four within a year at a $2,500 retainer, every audit becomes worth delivering.
Seasonal automationBudget season and the January reset
The gap
Client budgets are set in the last quarter of the year and reviewed in January. Both windows pass while your agency is heads-down delivering last month's work.
After the strike
Timed runs for budget season, the January reset, the quiet summer weeks and the quarterly strategy review. The calendar fires whether or not anyone in delivery remembers.
What it pays back
If budget season prompts one existing client a year to move from $2,500 to $4,000 a month, that single upgrade is $18,000 the calendar earned on its own.
09TEMPER

Database Reactivation

Works the audits that went cold six months ago and the churned clients whose situation has almost certainly changed since they left.

  • 6 month cold audits
  • Churned client win-back
  • AI calling campaign

Runs on Nurture campaign and Custom fields, described once where they are stamped rather than twice here.

THE FRAME

Four parts belong to no single piece. They carry all nine, which is why they are listed once, here, rather than nine times above.

Pipelines

Audit, proposal, and client health

The gap
You know which prospects are in the pipeline and nothing about which paying clients are quietly unhappy in month four, which is when retainers actually die.
After the strike
Lanes stamped in for audit requested through discovery held, proposal out through signed, and a client health board where a quiet account turns amber.
What it pays back
At a $2,500 retainer, catching two amber accounts a year before they churn and holding each three more months is $15,000 that never showed up as a loss.

Workflows

The proposal that went quiet

The gap
The proposal went out on the tenth. Nothing since. You do not want to look desperate, so you wait, and the prospect signs with somebody who followed up.
After the strike
Thirty days of follow-up across different angles — not one email. Audit delivered to call booked, signed client to onboarded and working, and the monthly report going out on time.
What it pays back
If four proposals a month go out and one usually goes silent, converting one extra a quarter at a $2,500 retainer over nine months is $22,500 of signed work.

Custom values

Your own name on your own build

The gap
This is the build you run on yourself, so every placeholder that stays generic is your agency's name, your retainer tiers and your booking link left blank.
After the strike
Agency name, retainer tiers, minimum spend, contract length, audit turnaround time, the discovery link and the reporting day are set once and read by everything downstream.
What it pays back
If you raise your minimum retainer from $2,000 to $2,500, changing one value updates every page and message at once instead of an afternoon of search and replace.

Custom fields

Spend, channel, and reporting day

The gap
You cannot tell which enquiries came from the podcast and which from paid social, so you keep funding both and cannot defend either at the year end.
After the strike
Monthly spend, primary channel, industry, decision maker, audit delivered date, retainer tier and reporting day sit on every record. Reporting and health scoring both read them.
What it pays back
If proper source tracking shows a $600 a month channel producing nothing while referrals bring two clients a year, you have found $7,200 to redeploy.

Nine pieces in every build, never eight and never ten. The 70% no-show recovery and the 5 to 10 reviews a month are what these pieces are tuned to produce. They are targets we build to, not measured results from a named client.

ST-03 · THE HEAT

Automation

The workflows that do the work.

The workflows that carry the load, by name. The rest are listed in the install guide.

Free audit request and delivery
Discovery call qualification
Proposal follow-up 30-day
Signed client onboarding
Monthly reporting cadence
Referral and case study request

FUNNELS

  • Free audit
  • Case study
  • Discovery booking
  • Proposal
  • Onboarding
  • Referral

PIPELINE STAGES

  • Lead to call
  • Proposal
  • Client health

CALENDARS

  • Discovery
  • Strategy
  • Monthly review

Named, not counted. What each of them is for on a digital marketing agency build is in the pieces above.

ST-04 · THE LINE

How the complete system works

Lead capture to lifetime client.

The nine above are what lands in the account. This is the run: five stages, three moving parts each, in the order they fire for a digital marketing agency build.

  1. 1CHARGE

    Everything that comes through the door

    Four ways in, one routed path, nothing left ringing.

    Enquiries arrive from case studies and paid social. They are screened on spend, timeline and decision maker before anything reaches a calendar.

    The line that never rings out

    • Picked up on the first ring, at any hour
    • Works out what the caller wants by asking, not by menu
    • Puts them in a slot before the call ends
    • Switches between English and Spanish mid-conversation
    • Passes a live one to your team while they are still on
    • 24/7 pickup
    • Books in-call
    • EN/ES

    Typed enquiries, wherever they are typed

    • SMS, email, Messenger and Instagram answered in seconds
    • The site widget runs the same qualifying questions
    • Writes service interest and preference straight to the record
    • Hands over to a person the moment it should
    • Drops the contact into follow-up as the chat closes
    • Five inboxes
    • One script
    • Human handoff

    Form fills and paid traffic

    • Every submission starts the ten-day run
    • Email, SMS and AI calling work the lead together
    • Routed by service interest to the right path
    • Source stamped on the record for attribution
    • Carried into the discovery call without a manual step
    • Attribution
    • Three channels
    • Auto-route
  2. 2SOAK

    Bringing a cold lead up to temperature

    Ten days of heat on a client who would otherwise cool to nothing.

    Ten days of nurture is the case for the retainer: what you actually change, how you report it, and what month one looks like from the client side.

    Days one to three, in writing

    • Opens with the offer, not a greeting
    • What the work involves, written for the trade
    • Proof from people in the same position
    • One thing to do: pick a time

    Days four to seven, by text

    • A dated offer with a reason to move now
    • One short line of proof, not a paragraph
    • A booking link that takes a single tap
    • Pressure without the shouting

    Days eight to ten, on the phone

    • A call that reopens the conversation
    • Meets the objection that stalled them
    • Takes the discovery call while they are still talking
    • Leaves something worth returning if not
  3. 3STRIKE

    Holding the booking once it is made

    A slot that stays filled, and a way back when it does not.

    A discovery call without the pre-work does not close. The brief goes out with the confirmation, then the ladder, then a call inside the hour.

    Confirmed the moment it is set

    • Text with the details, sent immediately
    • Calendar file for Google and Outlook
    • Email copy written to the contact record
    • Pre-call brief sent ahead of the visit

    Three reminders, falling closer

    • A day out, by text and by email
    • An hour out, the on-the-way note
    • Fifteen minutes out, the last word
    • Moving the slot takes one tap, not a call

    When the slot is missed

    • Called back inside the hour, not the next morning
    • Finds out what happened in conversation
    • Puts them back in the diary on the same call
    • Inside 60 min
    • 70% recovery target
  4. 4QUENCH

    Setting the finished job as public proof

    Every completed campaign cooled into something a stranger can read.

    The ask waits for the ninety day mark, when a client has a number to point at rather than an impression of the onboarding.

    Asking at the right moment

    • A satisfaction check two hours after the campaign
    • Happy: the Google and Facebook links follow
    • Unhappy: raised internally, never pushed public
    • Typically five to ten reviews a month, unattended

    Answering what comes back

    • Every positive review gets a reply
    • Written to the review, not from one template
    • Negative ones answered with care, not defence
    • Anything serious lands with a person

    Putting the proof back to work

    • Review text published back onto the site
    • Trust signals where the decision gets made
    • Lifts conversion on pages that already rank
    • Feeds what Google reads for local position
  5. 5TEMPER

    Keeping the client for years, not one job

    The client stays on the books long after the invoice clears.

    Retainers die in month four. Monthly reporting, a quarterly strategy prompt and a partner referral programme are what keep them alive.

    Staying in view

    • Prompts timed to the trade calendar
    • A check-in every quarter
    • Something on the birthday and the anniversary
    • A yearly prompt to review the arrangement

    Answering without you

    • Common questions handled at any hour
    • Moves an appointment without a phone call
    • Reports where things stand on request
    • Finds and sends a document when asked

    Going back to the quiet list

    • Six months of silence opens the trigger
    • A return offer with something real in it
    • A referral ask once a month
    • A VIP tier for the clients who keep returning

ST-05 · THE CASE

Why it is worth forging

What it costs you today.

Cold metal

  1. 01Discovery calls with people who cannot buyThe calendar fills with prospects who have no budget and no authority, and the week disappears into calls that were never going to close.
  2. 02Audits delivered into silenceThe free audit goes out, the prospect reads it, and nobody follows up. It was the best piece of selling the agency did all month.
  3. 03Proposals sit past day thirtyOne follow-up email, then nothing, while the prospect quietly signs with the agency that kept talking.
  4. 04Retainers die in month fourNot because the work is bad, but because the client stopped hearing what was happening and started wondering what they were paying for.

After the forge

  1. Calls screened before they are bookedSpend, timeline and decision maker established first, so a discovery call is a discovery call rather than an education session.02 AI Receptionist
  2. An audit funnel that qualifiesThe free audit is the front door, written for business owners rather than for other marketers.01 Professional Website
  3. Audits and proposals actually chasedDelivered audits that never booked, and proposals past day thirty, both get a real conversation.04 AI Outbound Caller
  4. Calls that closeThe pre-call brief goes out with the confirmation, and a no-show gets a call inside the hour.05 Smart Appointment System
  5. The reporting cadence that saves month fourMonthly reporting and a quarterly strategy prompt, running whether or not anybody remembers to send them.08 Lifetime Nurture Campaigns

Forged for

  • Agencies selling retainers above fifteen hundred a month through discovery calls
  • Teams running audits or teardowns as the front of the funnel
  • Agencies whose churn clusters around month three and four
  • Anyone spending on paid social and losing the enquiries to slow first contact

Not forged for

  • Freelancers taking work entirely by referral, who do not have a qualification problem
  • Productised low-ticket offers, where the discovery call costs more than the sale returns
  • Agencies wanting automated reporting data, which needs a separate integration build

If that second list is you, say so on the build call. We would rather tell you a digital marketing agency build is the wrong shape for you than take the money and watch it sit in a sub-account.

The sums, shown

One worked scenario, with every assumption printed. Swap your own numbers into the left column and the rest follows. These are illustrative figures, not measured results from a client.

Assumptions

Enquiries a month40
Reaching a discovery call today12
Average retainer value a month$2,400
Calls that close1 in 5

What follows

Enquiries lost before a call40 minus 1228
Recovered by screening and chasingassume the qualified quarter8
Extra clients signed8 / 51.6
Monthly recurring added1.6 x $2,400, and it repeats$3,840

Hours back

Off unqualified calls12 calls x 30 min6h
Off proposal chasing15 proposals x 8 min2h
Off reporting assembly8 clients x 30 min4h
Totalabout 12 hours a month

When it pays back. One signed retainer covers the build in its first month and keeps paying every month after it.

ST-06 · THE RESULT

What changes for the client

Day one, this happens.

  • Discovery calls only happen with prospects who answered the qualifying questions
  • Proposals are followed up for thirty days across three angles instead of one email
  • Onboarding runs itself, so a signed client is working by the end of the week

We install it, free.

Installation is free on every build in this catalog. We import it into your client’s sub-account, map every custom value, reconnect the integrations and walk a test contact through every workflow. You get a QA report before the client ever logs in.

InstallFree
Support15 hours, within 8 days
IncludesQA report + walkthrough
Book the install call

ST-07 · THE SCOPE

Delivery and support

What the forge takes on.

Clear lines rather than small print. The build and everything it automates stay on our floor. Work that reaches outside HighLevel is commissioned separately and quoted first.

On the floor

  • Installing the snapshot into the sub-account, with the QA pass and the walkthrough
  • Rebranding the website: your client’s name, colours, logo, domain and booking links
  • A2P 10DLC registration and setup, opt-in wording checked before it is filed
  • Email service setup: domain email integrated in HighLevel and the sending domain authenticated
  • Creating a few more automations where the build needs them, and retuning the ones in it

Commissioned separately

Third-party integrations
Anything that has to talk to a system outside HighLevel: an EHR, a shop management system, a wash controller, a comparative rater.
Third-party API work
Keys, endpoints, retries and error handling. Two-way syncs, webhook relays and scheduled migrations.
Custom software development
Portals, calculators and internal tools. Real software, scoped and priced as software.

Anything in the second list is quoted before a spark is struck, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. It is never billed to you as a surprise.

Delivery24 business hours
InstallationFree
Install support15 hours, within 8 days

Out of the fire and into the sub-account inside 24 business hours of purchase confirmation. The floor runs 9am to 5pm Central, Monday to Friday, and nothing ships at a weekend, so a Friday afternoon order is struck on Monday. Installation is free. You get 15 hours of dedicated installation support with it, to be used within 8 days of purchase. When the 15 hours are spent, or the 8 days are up, anything further is quoted before it is started and billed as work. Nothing lands on an invoice unannounced.

ST-08 · QUESTIONS

Digital Marketing Agency FAQ

Before you install.

Proof

From agencies running these builds.

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-10 · SHIP

Forge the digital marketing agency build.

Take the snapshot on its own, or have us install and test it in your client's sub-account. Either way you get the spec sheet.

Book a build callSee all snapshots

$1,880 ONE-OFF · UNLIMITED SUB-ACCOUNTS · 12 MONTHS OF UPDATES