HighLevel setup, done with you
HighLevel Setup and Automations, Done With You
We set up your HighLevel account with you: pipelines, follow-up workflows, booking and your phone. You learn it as it goes in, and you keep running it after.
Scope and price are agreed on a 15-minute call.
Who it’s for
For HighLevel owners who want it working
Agencies and freelancers
New to HighLevel, or stuck halfway through a client build. We build alongside you, so the next sub-account is one you can build yourself.
Companies already paying for HighLevel
You have the account, but it isn’t doing much. We set up the parts that matter most to your company first, and leave the rest until you need it.
HighLevel users who want an AI receptionist
Voice AI is part of HighLevel. We write the script, connect your calendar and set the emergency rules inside the account you have.
See the AI receptionist →What we set up
The parts that make HighLevel useful
We start with what brings in and books work, and add the rest when you need it.
Pipelines
The stages a lead moves through, named the way your company talks, so you can see where every deal stands.
Follow-up workflows
What happens after a form, a missed call, a booked call or a no-show, written in your voice.
Booking calendars
Booking rules, confirmations and reminders, synced with Google Calendar or Outlook.
Phone and texting
Your number, the A2P 10DLC text registration US carriers require, and missed call text back.
Email sending domain
Set up so your follow-up emails come from your own domain.
Forms and pages
The forms, funnel pages or booking pages your leads come in through.
Review requests
A review request after each finished job or session, if you want one.
Snapshots for agencies
Your finished setup packaged as a snapshot, so you can reuse it for the next client.
How it goes
Built with you, not handed to you
STEP 01
Map it
On a call, we agree what the account should do first: usually how leads come in, get followed up and get booked.
STEP 02
Build it with you
We build in working sessions with you, so you see each part go in and know how to change it.
STEP 03
Hand it over
You run the account. You keep notes on what was built and where, and you can call us back for the next part.
Price
Scope and price are agreed on a 15-minute call.
You get both in writing before any work starts. HighLevel's own plan and usage charges are separate and paid to HighLevel; see our HighLevel review for what HighLevel lists.
Book a Clarity Call →Questions
HighLevel setup questions
How long does a HighLevel setup take?
It depends on how much you want built. We agree the scope and a timeline on the first call, starting with the parts that matter most to your company.
Do I need my own HighLevel account?
If you already have one, we build inside it, and everything we build stays in your account. If you don’t, we go through your options on the call.
Can you fix a half-built account?
Yes. We look at what is there first, keep what works and finish or rebuild the rest.
Do you build automations and workflows?
Yes. Follow-up after forms, missed calls, bookings and no-shows are the ones most companies need first. We build them with you so you can change them later.
Will I be able to run it myself afterwards?
That is the point of doing it with you. You see each part built and keep notes on how it works.
Is HighLevel the right platform for my company?
Maybe not, and we’ll say so on the call if it isn’t. Our HighLevel review sets out who it fits and who it doesn’t.
What does it cost?
Scope and price are agreed on a 15-minute call, in writing, before any work starts. HighLevel’s own subscription and usage charges are separate and paid to HighLevel.
Clarity Call · 15 minutes
Book a Clarity Call
Tell us what your HighLevel account should do. You leave with a scope and a price for the first part.
Times show in your own time zone. You get a confirmation text and email after you book.
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