Legal
Law Firm Intake Desk
Score the case before it takes an hour of partner time.
- Funnels
- 4
- Workflows
- 43
- Pipelines
- 5
$397
agency licence
20 min
to import
SNP-040Agency & white-labelAgency favourite
Agency Core OS — GoHighLevel snapshot
Your own agency, running on GoHighLevel properly: prospect pipeline, proposal and onboarding automation, client reporting cadence, churn signals and a white-label client portal.
- 58
- Workflows
- 9
- Funnels & sites
- 25 min
- Install time
- August
- Last refresh
$497
$797
One-time · unlimited sub-accounts
- Agency licence — install for every client you serve
- Written install guide plus per-module walkthroughs
- Twelve months of updates from purchase
- Email support on the snapshot itself
Or get this and every other snapshot withall-access at $997/yr.
SPEC-01 // WHAT IT SOLVES
Why this snapshot exists
Agencies sell automation and then run themselves on spreadsheets, a shared inbox and memory. Core OS is the snapshot that fixes the agency before it fixes the clients.
It ships the full commercial spine: a prospect pipeline with sequenced outreach, a proposal flow with e-signature and deposit, and an onboarding series that collects every asset and credential from a new client without three chase emails written by hand.
The retention half is where agencies get the most out of it. A monthly reporting cadence goes out on schedule, an engagement-drop signal flags accounts that have stopped opening reports, and a renewal sequence starts 45 days before the anniversary instead of the week after it lapsed.
What ships inside
- Outbound prospect pipeline and sequences
- Proposal, e-signature and deposit flow
- Client onboarding with structured credential collection
- Monthly reporting cadence and engagement signal
- Renewal and churn-save workflows
- White-label client portal pages
SPEC-02 // MODULES
Six modules, each of which earns its place
Nothing in this snapshot exists because a template needed filling. Each module maps to a specific way this vertical loses money.
Prospect pipeline
Six-stage outbound pipeline with sequenced touches, a no-show recovery branch and a lost-reason field that reports.
Proposal → deposit → onboard
One continuous flow from proposal sent to signature to deposit paid to onboarding started.
Credential collection
Structured asset and access request with per-item status, so onboarding is not a chase.
Monthly reporting cadence
Scheduled client report send with an engagement-drop signal when reports stop being opened.
Renewal at −45 days
Renewal conversation starts 45 days out with usage highlights pulled onto the contact record.
White-label client portal
A branded client-facing portal page with request forms, status and a support route.
SPEC-03 // QUESTIONS
Before you install Agency Core OS
The three things agencies ask about this snapshot specifically.
Does this work in SaaS mode?
Yes. Core OS is designed to sit in your agency sub-account, and the client-facing half can be re-loaded into SaaS-mode sub-accounts as a client starter. The licence covers unlimited sub-accounts inside your agency.
Will it conflict with a vertical snapshot?
No — Core OS uses its own pipeline names and a prefixed tag scheme precisely so it can sit alongside a vertical snapshot in the same sub-account without collisions.
SPEC-04 // ALSO IN THE RACK
Snapshots agencies buy alongside this one
HVAC & climateBest seller
HVAC Service Pro
Speed-to-lead in 90 seconds, maintenance plans on autopilot.
- Funnels
- 6
- Workflows
- 47
- Pipelines
- 3
$297$497
agency licence
12 min
to import
Roofing & exteriors
Roofing Storm Response
Storm hits, campaign launches, canvassers get routed the same day.
- Funnels
- 5
- Workflows
- 38
- Pipelines
- 4
$297
agency licence
15 min
to import
DEPLOY // NEXT STEP
Install Agency Core OS yourself, or let the desk do it.
The snapshot takes about 25 minutes to import and configure with the guide. If you would rather it arrived tested and recorded, the crew installs it in 72 hours.
Unlimited sub-accountsWritten install guidesUpdates included