GoHighLevel for Marketing Agencies: Setup Guide + Smart Practices

GoHighLevel for marketing agencies is quickly becoming a favorite among agencies that want better control over campaigns, leads, and communication. 

Instead of stacking multiple tools, Go High Level brings everything into one place, saving time and making your services more efficient. 

If you are also looking for a smarter, more organized way to manage your agency’s daily operations, continue reading this post.

Take A Peek into GoHighLevel for Marketing Agencies 

GoHighLevel was created in 2018 by Shaun Clark and his team. They noticed that most marketing agencies were using five to ten different tools just to manage basic tasks. 

From emails to landing pages to client chats, everything was handled by separate apps. This not only cost more but also had a drastic impact on their performance.

The goal behind building Go High Level was simple – give agencies one place to do everything. Instead of switching between platforms, they wanted to help marketers save time, stay organised, and handle more clients with less effort.

Since its launch, GHL has been growing fast. Agencies of all sizes, from one-person setups to large teams, use it to handle leads, track sales, create funnels, and manage communication. 

Want to try GHL for yourself? Many agencies begin with a 30-day free trial to test how it fits into their workflow.

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GoHighLevel Key Features for Marketing Agencies

GoHighLevel offers a wide range of tools that work together to help agencies manage their services. Here is the breakdown:

All-in-One Marketing Dashboard

With Go High Level, agencies get a complete view of leads, sales stages, and campaigns in one place. You can check contact activity, campaign progress, and pipeline status without flipping between different software. 

Website and Funnel Builder

High Level includes a drag-and-drop builder to create pages that look good on any screen size. You can design websites, funnels, landing pages, and even thank-you pages in minutes. 

Each layout connects directly with forms, calendars, and automation settings already inside the platform.

Client Pipeline Management

Go High Level gives you pipelines that show where each lead stands in the sales process. You can move contacts between stages, add notes, and assign tasks. This helps keep your sales team focused and reduces chances of losing leads.

Workflow Automations

Inside HighLevel, there is a visual builder for automations. It helps create simple or advanced flows for follow-ups, appointment reminders, and contact tagging. 

You can set up events based on actions like form submissions, email opens, or pipeline updates.

White-Label Software Access

With GHL, you can offer a client portal that shows your agency’s name and logo. You decide what features your clients can see, and they log in using your domain. 

This white-label access gives your services a professional feel while keeping your brand front and center.

Multi-Channel Messaging

GHL supports SMS, email, Facebook Messenger, and even voice drops. Customer reps can send messages, respond to leads, and manage replies using one central inbox. 

Each message thread stays attached to the contact profile for easy reference.

Reputation Management Tools

GoHighLevel includes tools that help your clients collect online reviews. You can set up campaigns to request feedback through email or SMS. The system also tracks responses to strengthen your online presence.

Calendar and Booking System

Go High Level includes a calendar feature that lets clients book meetings without needing outside tools. 

It connects to Google Calendar and can send reminder messages to reduce missed appointments. You can create different booking links for different services or teams.

Built-In Payment Integration

You can connect Stripe to collect payments directly through GoHighLevel. Set up one-time charges or recurring billing, and link them to funnels or booking pages. 

This makes it easier for clients to pay for your services without needing extra systems.

Call Tracking and Recording

GoHighLevel allows you to track phone calls made to and from your agency or clients. It logs details like call duration and stores recordings. This is particularly useful for lead qualification.

Facebook and Google Ads Reporting

You can connect ad accounts and pull live data into client dashboards. This allows your team and your clients to see ad results without logging into separate platforms. It makes reporting faster and easier to understand.

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SaaS Mode with Subscription Plans

HighLevel lets you create your own pricing plans and resell the platform under your brand. You can offer different service levels and bill clients monthly. This gives you an extra source of revenue without building your own software.

Setting Up GoHighLevel for Marketing Agencies 

GoHighLevel account config is quick and simple. It does not require any technical skills – you just need to stick around a few steps.

Create Your Account 

Visit the GoHighLevel official website and look for the 30-day trial button. Enter your name, agency or business name, email address, and contact number. 

You will then pick a plan. The Starter plan includes access to three sub-accounts and works well for smaller setups. Agencies working with more clients often choose the Unlimited or Pro version for added flexibility. 

Add your billing details to activate the trial. It is a required step.

Explore the GHL Dashboard

After registration, you will land on the main dashboard. It is divided into sections such as Marketing, Opportunities, Conversations, and Settings. 

Spend a few minutes clicking through each tab to understand how things are organized.

Set Up Your Agency Profile

Inside your settings, update your agency information. Upload your logo, enter your business name, and add branding details. You can also add your support email and phone number to personalize the client portal.

Connect Third-Party Tools

GoHighLevel supports connections with major platforms. Link your Google accounts, Facebook business page, Stripe, and other tools you use daily. This allows data to sync without extra steps.

Zapier can also be used for custom integrations if you want to connect apps that are not built into GHL directly.

Build Your CRM and Import Contacts

Start by importing your existing leads. Use a CSV file or enter contacts manually. Then organize them into smart lists based on their stage or interest. Tags, custom fields, and filters help you sort them quickly.

Once your list is ready, you can create pipelines to track each contact through the sales process.

Create Funnels and Lead Capture Pages

Using GoHighLevel drag-and-drop tools, design your first funnel. This could be a landing page, contact form, booking page, or a multi-step sales process. Each element is fully customizable.

You can publish pages with your own domain and start collecting leads right away.

Set Up Automated Workflows

Inside the workflow editor, set up processes like email follow-ups, reminders, and task assignments. These flows can be triggered by events like form submissions or appointment bookings.

Customize Your Dashboard 

Change your dashboard view, update colors, or assign custom roles. You can also set your domain name and connect branded email addresses. GHL gives you options to customize the experience for your team and clients.

Try features like AI-generated content, client login portals, and smart triggers to make your system even more effective.

Invite Team Members or Clients

Once your foundation is ready, invite others to join. You can add team members with different permissions. For example, give full access to your lead manager but limited access to content creator.

Clients can also be added to see campaign results and contact activity without giving them full control.

Go Live and Monitor 

After everything is set, go live with your campaigns. Monitor the results in real time using the built-in analytics. You can track email opens, message replies, lead activity, and more.

Smart Strategies to Get the Most from GoHighLevel

Getting started is only step one. To run your agency better and deliver more value to clients, you need to work smart inside GoHighLevel. 

Build Snapshot Templates

Instead of repeating the same setup for each client, create a full snapshot that includes your funnels, automations, calendars, and settings. 

This template can be reused across different sub-accounts with a few tweaks. This keeps your onboarding process consistent and saves hours.

Segment Campaigns by Audience

Instead of one-size-fits-all campaigns, create separate setups for different industries. Use tags, custom fields, and separate funnels to speak directly to their needs. 

Use Lead Scoring

Set rules inside your CRM to assign points to leads based on activity. For example, clicking a link or replying to a message can add to their score. 

When a lead reaches a certain number, your team knows it is time to take action. This method helps your agency focus on warm leads instead of spending time on cold ones.

Set Up Internal Alerts

Create internal notifications that alert your team when leads move to a new stage. For example, when someone books a call, assign a task to team members or send an email to your sales rep. 

Automate Review Requests

Every time a job is completed or a service is delivered, set up a workflow to request a Google review. This helps your clients build their reputation and positions your agency as the one helping them grow.

Set Up Retargeting Triggers

Add retargeting tags inside your landing pages. Anyone who visits but does not convert can be added to a retargeting list for ads or emails. This keeps potential leads in your funnel longer.

Take Action and Make Your Agency Stronger 

Start using GoHighLevel to manage leads, run campaigns, and automate tasks in one place. 

Build reliable systems, spend less time on back-end work, and give your clients a better experience. This is a smart way to grow without adding more tools or extra steps.

Claim your 30-day free trial now and experience what GHL can do for your agency.

Want expert help setting things up? Book your free 30-minute consultation and get clear answers from people who know the platform inside out.

Frequently Asked Questions