A 2-hour paid second opinion on your entire GoHighLevel agency.
One live walkthrough across snapshots, sub-account hygiene, workflows, billing and permissions. One written punch list. One recording. No upsell, no obligation. If you become a client later, the $497 is credited against your first invoice.
Just one sub-account, not an entire agency? Sub-account audit · $297 →
| Sub-account · Work | Hours | Amount |
|---|---|---|
| Acme Roofing | 3.4 | $595.00 |
| Bayside Dental | 2.1 | $367.50 |
| Cedar Legal | 1.8 | $315.00 |
| Agency-level | 2.3 | $402.50 |
Three deliverables. One flat fee.
A live walkthrough
2 hours screen-shared with a senior consultant. We open your agency dashboard, click through your snapshots and a representative sample of sub-accounts, and talk through what we see in real time. Bring your ops team.
A written punch list
Prioritized findings across snapshots, sub-account hygiene, workflow library, billing setup and user permissions. Not a template — written after the call about your agency. Each item includes rough effort to fix.
The recording
You keep the recording. Share it with your ops team or your VAs, refer back to it as you implement. We don't use it elsewhere.
You suspect your agency is leaking margin somewhere across sub-accounts.
This audit is for agency owners who already know GoHighLevel is the right platform — and want a senior set of eyes on the parts of the operation that touch every client.
This audit is not for: brand-new agencies (start with the docs and one sub-account), or single-business operators (the $297 sub-account audit is what you want).
From booking to punch list, in one week.
Book + pay
Checkout. Pick a time on Calendly. We send a 7-question intake to map your agency, snapshots, and which 2-3 sub-accounts to spot-check.
The audit call
2 hours screen-shared. Agency-level admin first, then a representative sub-account or two. Bring your ops lead, your senior VA, anyone hands-on.
Written punch list
A PDF: prioritized findings across snapshots, hygiene, workflows, billing and permissions, with effort estimates. Plain English, not a template.
Recording delivered
Loom or Zoom recording. Refer back to it whenever you implement.
One flat fee. Credited against your first invoice.
If your agency becomes a client within 90 days of the audit, the $497 is applied as credit against your first month of work. So at worst, you've bought a senior second opinion. At best, it's free.
- +Snapshot quality issues, ranked by sub-account impact
- +Sub-account hygiene (templates, naming, archives, deactivations)
- +Workflow library duplication & consolidation opportunities
- +User permission gaps (security + access boundaries)
- +Billing setup issues (failures, subscription routing, invoicing)
- +Agency-level deliverability (DNS templates, A2P coverage)
- +Quick wins (under 1h fixes) called out separately