SaaS mode: sell GoHighLevel under your own brand

The agency endgame: package GHL as your own software product with plans, self-serve signup, and automated rebilling, turning your agency into a software company with recurring revenue.

1. 1

   Confirm the plan and the model

   SaaS mode requires the top-tier agency plan. Decide your product tiers first: what features, what price points, what your market comparison is. Three tiers with a clear middle default is the standard play.

2. 2

   Configure the plans

   Agency view, then SaaS Configurator: create the plans, select which features each tier unlocks, set prices, and connect your Stripe account for billing. Trial days lower the signup barrier; 14 is the common default.

3. 3

   Set up rebilling margins

   Enable rebilling for usage costs (SMS, email, phone numbers, AI features) with your markup applied. This is the quiet profit center: usage revenue compounds as clients grow.

4. 4

   Build the signup funnel

   A pricing page with the three tiers feeding the SaaS checkout. On payment, the sub-account creates itself from your chosen snapshot, credentials go out automatically, and onboarding starts without you.

5. 5

   Attach the onboarding machine

   The snapshot that loads on signup IS your product experience. Pair it with an onboarding workflow (welcome, setup checklist, booking link for a kickoff) so day one feels like software, not an empty CRM.

6. 6

   Define the support surface

   Decide what support each tier gets and route it: a shared inbox, the community, or office hours. Software margins die when every customer gets agency-level hand-holding by default.

7. 7

   Watch the unit economics

   Monthly: signups, trial conversion, churn, usage margin per account. SaaS mode is a business, not a feature; run it on numbers from month one.