Tutorial: Setting up GoHighLevel SaaS Mode

Hey there! In today’s tutorial video, Jason Wardrop is going to show you how to set up GoHighLevel SaaS Mode. GoHighLevel is an all-in-one sales and marketing solution designed for marketing agencies. With SaaS Mode, you can white label the software and run it as your own business. The tutorial covers six important steps to help you get started, including creating a GoHighLevel account, setting up sub-accounts for your clients, utilizing pre-built bonuses like website sales funnels, and configuring your own pricing plans. Don’t forget to watch till the end for some awesome bonuses that Jason is offering to viewers who sign up through his affiliate link!

Tutorial: Setting up GoHighLevel SaaS Mode

Introduction to GoHighLevel SaaS Mode

Overview of GoHighLevel

GoHighLevel is a sales and marketing solution designed for marketing agency owners. It is an all-in-one software that allows you to run your own digital marketing agency and manage all your clients under one account.

What is SaaS Mode?

SaaS Mode, also known as Software as a Service Mode, is a feature offered by GoHighLevel that allows you to white label their software and customize it to match your branding. With SaaS Mode, you can put your own domain, logo, and even connect your own payment gateway, giving you the freedom to run your business as your own software company.

Advantages of SaaS Mode

There are several benefits to using GoHighLevel SaaS Mode. These include:

  • White Labeling: With SaaS Mode, you can fully customize the platform to match your brand. This includes adding your own domain, logo, and colors, giving it a personalized touch.

  • Running Your Own Business: Using GoHighLevel SaaS Mode allows you to operate your own software business. You can provide your clients with access to the platform without having to fulfill all the services yourself.

  • Client Management: SaaS Mode enables you to manage multiple sub-accounts for your clients. This means you can easily create and customize accounts for each client, giving them access to specific features and permissions.

  • Pre-Built Snapshot: GoHighLevel offers a pre-built snapshot that includes bonuses such as website sales funnels and onboarding videos. This allows you to quickly set up your business and start generating leads.

  • Customization Options: In SaaS Mode, you have the flexibility to customize features, pricing plans, and permissions based on your business needs and client requirements.

  • Sales and Marketing Solutions: GoHighLevel provides a comprehensive suite of sales and marketing tools to help you grow your business. From CRM features to sales funnels, you have everything you need to streamline your marketing efforts.

Now that we have an understanding of GoHighLevel SaaS Mode and its benefits, let’s go through the step-by-step process of setting it up.

Step 1: Creating a GoHighLevel Account

To get started with GoHighLevel SaaS Mode, you will need to create a GoHighLevel account. Follow these steps:

  1. Visit the GoHighLevel website and sign up for a 30-day extended free trial. You can find the link in the description or the top comment of this video.
  2. Activate your free trial by following the instructions provided.
  3. Once your account is activated, you can access the admin portal.

Step 2: Accessing the Saas Configurator

The Saas Configurator is a powerful tool that allows you to customize your pricing plans, features, and permissions. Here’s how you can access it:

  1. Log in to your GoHighLevel account and navigate to the admin portal.
  2. Click on the “Saas Configurator” tab. This tab will only appear if you are on the GoHighLevel SaaS Mode plan.
  3. Familiarize yourself with the Saas Configurator interface. This is where you will configure your pricing plans and customize features and permissions.

Setting Up Pricing Plans

Setting up pricing plans is an essential step in configuring your SaaS Mode. Follow these steps:

  1. In the Saas Configurator, create new pricing plans based on your business model and target audience.
  2. Define pricing tiers within each plan. You can set different price points and features for each tier.
  3. Choose the subscription model that suits your business, such as monthly or annual billing.
  4. Integrate payment gateways to enable secure and seamless transactions.

Customizing Features and Permissions

Customizing features and permissions allows you to tailor the platform to your specific needs. Here’s how you can do it:

  1. Configure CRM features to suit your business requirements. You can enable or disable specific CRM functionalities.
  2. Customize module access by enabling or disabling specific modules for your clients.
  3. Set user permissions to manage access and control what your clients can see and do within the platform.

Step 3: Creating Sub-Accounts

Creating sub-accounts for your clients helps you manage and provide personalized access to the platform. Follow these steps:

  1. Navigate to the “Accounts” section in the admin portal.
  2. Add clients and assign users to their respective sub-accounts.
  3. Customize each sub-account based on your clients’ needs and preferences.
  4. Set access permissions to control what features and functionalities each client can access.

Step 4: Using the Pre-Built Snapshot

The pre-built snapshot offered by GoHighLevel includes bonuses such as website sales funnels and onboarding videos. Here’s how you can utilize it:

  1. Import the pre-built snapshot into your account by clicking on the appropriate link provided.
  2. Explore the included bonuses, such as the pre-built website sales funnel and onboarding videos.
  3. Customize the snapshot components to match your branding and business goals.

Step 5: Setting Up Sales Funnels

Setting up sales funnels is a crucial step in utilizing GoHighLevel SaaS Mode for your business. Use the admin portal to create and manage your sales funnels. This will enable you to streamline your marketing efforts and generate leads effectively.

Step 6: Additional Resources

GoHighLevel offers additional resources to help you make the most of its SaaS Mode. Explore the resources provided by GoHighLevel, such as training materials, webinars, and community forums, to enhance your understanding and usage of the platform.

Conclusion

In this tutorial, we covered the process of setting up GoHighLevel SaaS Mode. We discussed the benefits of SaaS Mode, the steps involved in creating a GoHighLevel account, accessing the Saas Configurator, setting up pricing plans, customizing features and permissions, creating sub-accounts, using the pre-built snapshot, setting up sales funnels, and additional resources available.

By following these steps, you can successfully set up GoHighLevel SaaS Mode and utilize its powerful features to run your own digital marketing agency. Remember to take advantage of the bonuses provided in this tutorial by clicking the link in the description or the top comment.

Now it’s time for you to get started and unlock the full potential of GoHighLevel SaaS Mode. Good luck!

Next Steps in Utilizing GoHighLevel SaaS Mode:

  1. Create your GoHighLevel account and activate the 30-day extended free trial.
  2. Access the admin portal and navigate to the Saas Configurator.
  3. Set up pricing plans based on your business model and target audience.
  4. Customize features and permissions to tailor the platform to your needs.
  5. Create sub-accounts for your clients and customize them accordingly.
  6. Import the pre-built snapshot and customize it to match your branding.
  7. Set up sales funnels to streamline your marketing efforts.
  8. Explore additional resources provided by GoHighLevel to enhance your understanding and usage of the platform.