ghl-saas-mode-%26-white-label（ghl saas 模式 %26 白标）

GHL SaaS Mode & White-Label

Overview

GoHighLevel's SaaS Mode enables agencies to rebrand the platform as their own software product, creating a recurring revenue business by selling access to clients. This covers white-labeling, billing, snapshots, and client management.

Plans & Pricing Tiers

SaaS Mode requires the Agency Pro plan for full capabilities including automated billing, custom domains, and app branding.

White-Label Setup

Step-by-Step

1. Custom Domain

- Set up a branded login URL (e.g., app.youragency.com) - Add a CNAME record pointing to GHL's servers - SSL is automatically provisioned

1. Branding

- Upload your agency logo (light and dark versions) - Set brand colors for the platform UI - Add a favicon - Customize the login page design

1. Email Branding

- Configure custom email domain (e.g., noreply@yourbrand.com) - Set up SPF, DKIM, and DMARC records for deliverability - Customize system email templates

1. Mobile App Branding (Agency Pro)

- Custom app name on iOS/Android stores - Custom app icon and splash screen - Branded push notifications

1. Desktop App

- Mac desktop app available (2025) - Windows version expected (2026) - Branded workspace experience

Stripe Integration & Billing

Setup

1. Connect your Stripe account in Agency Settings → Billing
2. GHL handles subscription management automatically
3. Payments flow directly to your Stripe account

Creating Pricing Plans

Pricing Strategy Best Practices

1. Offer 3 tiers — Starter / Growth / Pro (or similar)
2. Anchor pricing — Make the middle tier most attractive
3. Include setup fees — Offset initial onboarding cost
4. Add usage-based upsells — SMS credits, AI minutes, phone numbers
5. Annual discounts — Offer 10-20% off for yearly commitments
6. Free trials — 14-day trials increase conversion rates

Example Pricing Structure

┌──────────────┬──────────────┬──────────────┐
│   STARTER    │    GROWTH    │     PRO      │
│   $97/mo     │   $197/mo    │   $297/mo    │
├──────────────┼──────────────┼──────────────┤
│ 500 contacts │ 2,500 contacts│ Unlimited   │
│ 1 user       │ 3 users      │ 10 users     │
│ 1 pipeline   │ 3 pipelines  │ Unlimited    │
│ Basic funnel │ 5 funnels    │ Unlimited    │
│ Email only   │ Email + SMS  │ All channels │
│ —            │ Basic AI     │ Full AI      │
│ —            │ —            │ API access   │
└──────────────┴──────────────┴──────────────┘

Snapshots

What Are Snapshots?

Pre-configured sub-account templates that bundle:

• Funnels and landing pages
• Workflows and automations
• Email/SMS templates
• Calendar configurations
• Pipelines with stages
• Custom fields and tags
• Forms and surveys
• Custom values

Creating Effective Snapshots

1. Build in a dedicated sub-account — Keep snapshot-building separate from live accounts
2. Use generic content — Avoid client-specific details; use custom values as placeholders
3. Name everything clearly — Descriptive names for all funnels, workflows, tags
4. Test thoroughly — Run through every workflow, form, and funnel before snapshotting
5. Document the snapshot — Create a setup guide showing what's included and what needs customization

Snapshot Best Practices

Essential Snapshot Components

For any niche, include these:

• Lead capture funnel (landing page + thank you page)
• Speed-to-lead workflow (immediate follow-up)
• Appointment booking calendar
• Appointment reminder sequence
• Pipeline with 5-7 stages
• Review request automation
• Nurture email/SMS sequence (5-7 messages)
• Reactivation campaign for cold leads
• Internal notification workflows
• Custom fields for niche-specific data
• Custom values for business info placeholders

Linking Snapshots to SaaS Plans

1. Go to Agency Settings → SaaS Configurator
2. Select a pricing plan
3. Assign a snapshot to that plan
4. When a client signs up, the snapshot auto-deploys to their sub-account

Client Onboarding

Automated Onboarding Flow

Client Signs Up
  → Stripe charges first payment
  → Sub-account auto-created
  → Snapshot auto-deployed
  → Welcome email sent (with login credentials)
  → Onboarding workflow triggers
  → Training materials delivered over 7 days
  → Check-in task created for agency team

Onboarding Best Practices

1. Automate everything possible — Reduce manual setup to minutes
2. Provide video tutorials — Record Loom walkthroughs for each feature
3. Assign a success manager — A human point of contact for questions
4. Milestone notifications — Alert clients as they complete setup steps
5. 30-day check-in — Follow up to ensure adoption and satisfaction

Sub-Account Management

Organization

1. Naming convention — [Client Name] - [Industry] for easy identification
2. Tag accounts — Categorize by plan tier, industry, or status
3. Regular audits — Review inactive accounts monthly
4. Usage monitoring — Track contact counts, message volumes, and AI usage per account

Key Metrics to Track

Key Resources

• SaaS Configurator: Settings → SaaS in agency dashboard
• Snapshot Templates: GHL Marketplace
• White-Label Guide: GHL Help Center