Done-for-you snapshot for digital marketing businesses
Audit funnels, proposal follow-up and client onboarding for agencies that sell marketing services.
4 people are viewing this right now
One-time payment. Unlimited installs. One year of free updates.
Only 9 seats left in this pricing cohort
Delivered in 24 hours
Share link by email
Unlimited installs
Every account you manage
Free updates
For a full year after purchase
Secure checkout
Handled by Stripe
Agency owners selling retainers who need their own funnel to work first.
The agency builds funnels for clients and runs its own pipeline out of a spreadsheet and a calendar link.
A detailed scope goes out on Thursday and the prospect is silent for three weeks with no structured follow-up.
Every new client needs the same fifteen assets and every time somebody asks for them by email, one at a time.
End to end
Here is what actually happens when a prospect finds you, once the Digital Marketing snapshot is imported and switched on.
Website
First the front door. A complete site with service pages, case studies and audit signup, built the way marketing agencies sell rather than the way a template designer imagined it.
Swap the logo, colours and business details on one settings screen and every page updates.
Intake form
Rather than "name and email", the intake captures their monthly spend, the channels they run and which result is missing. That is the difference between a lead and a lead you can actually price.
Enrolled
Nobody types anything. The form creates the record, tags it against what they came for, and the automation takes it from there.
Auto reply
Within seconds the prospect gets an email and an SMS that confirms the call, sends a short pre-call audit and offers times. They came to you, they heard back, and they never had to wonder whether the form worked.
The sequence keeps going if they do not answer: follow-ups on day one, day three and day seven.
Chat widget
Plenty of prospects will not fill anything in. They will type a question. The widget answers what do you charge, how long until results, do you work in my industry from your own information, then books the strategy call in the same conversation.
AI receptionist
A ringing phone you cannot reach is a job going to a competitor. The AI receptionist takes a call at 11 PM from an owner staring at their ad spend, qualifies it and books it, at any hour.
Any call it cannot handle fires a missed-call text back within seconds, so the thread stays open.
Pipeline
Everything lands on one board, in the stages this trade recognises: New lead, Discovery held, Audit delivered, Proposal sent, Client. Nothing sits in an inbox where you cannot see it.
Review
The last stage does two things: it silences every follow-up still queued, and it triggers the review ask the moment the first reporting milestone lands.
How that request is filtered is worth its own section, below.
Problem and fix
Every claim below names the mechanism behind it. If a feature is not doing a job on this list, it is not in the Digital Marketing snapshot.
The problem
The agency builds funnels for clients and runs its own pipeline out of a spreadsheet and a calendar link.
What removes it
Email and SMS keep going out on day one, three and seven without you remembering. The prospect hears from you more times than a competitor bothers with.
The problem
A detailed scope goes out on Thursday and the prospect is silent for three weeks with no structured follow-up.
What removes it
The strategy call is booked against real availability, then confirmed and reminded twice before it happens, which is what actually cuts no-shows.
The problem
Every new client needs the same fifteen assets and every time somebody asks for them by email, one at a time.
What removes it
What do you charge gets answered in the moment, instead of the prospect closing the tab and asking someone else.
The spec sheet
Every feature ships pre-built inside your GoHighLevel, tuned for marketing agencies and installed within 24 hours.
A 24/7 AI voice agent answers the phone, qualifies new prospects and books the strategy call. Even at 11 PM reviewing their ad spend.
A website chatbot that holds a real conversation with prospects, answers the questions they always ask, and books the strategy call without you touching it.
Reminders, no-show recovery, renewal conversations and post-audit follow-up. Every prospect touchpoint handled over SMS.
Auto-reply to Google reviews and Business Profile questions in your own tone, within minutes, around the clock.
Capture Instagram DMs, qualify the prospect with AI, and route them straight into a booked strategy call.
Instant Messenger replies that pre-qualify new prospects and hand off to your team only when a person is genuinely needed.
Ask happy prospects for a Google review at the right moment after the audit, and route anything negative to you privately first.
Online booking that respects real availability, layered reminders and one-tap rescheduling, so the strategy call calendar stays full and no-shows drop.
Prospect pipelines, a consistent tagging scheme, lifecycle flows and dozens of pre-built workflows. The brain of the snapshot.
A branded website built for marketing agencies, with online booking, service pages, case studies and audit signup. Included, not an add-on.
The complete GoHighLevel snapshot. Every funnel, pipeline, workflow, template and AI prompt, tuned for marketing agencies.
A free audit offer that captures budget, channel and timeline before anyone spends an hour on the report.
Sent proposals enter a follow-up cadence with a clear decision deadline.
Signed clients receive an onboarding form, asset request and kickoff booking in a single automated sequence.
Review harvesting
Every prospect gets asked. What happens next depends entirely on the star they tap.
The workflow watches for the first reporting milestone lands and sends the request itself, by text and by email, without anyone adding it to a to-do list.
The same link sits behind a QR code you can put in the monthly report email and on the case-study page. Scanning it opens exactly the same form.
The form opens on five stars and nothing else. Whatever the prospect taps routes them, and they never see the other path.
A five-star tap skips the form and opens the review box on the platform they choose, already loaded. The prospect types one sentence and it is public.
Ends up public
A four-star prospect usually has one specific complaint. This route asks for it in private, logs it against them, and puts it in front of you rather than the internet.
Stays private, lands on your desk
The result is a Google profile that reflects the prospects who were happy, and an inbox that hears from the ones who were not. Both of those are worth more than a review request you never send.
A lead magnet that qualifies on spend, channel and timeline before it books the review call.
Stages for sent, reviewed, negotiating and signed, each with its own reminder cadence.
One form collects brand assets, access credentials and goals, then books the kickoff.
Monthly report delivery with an automatic review-call prompt so retainers get renewed.
Successful campaigns trigger a case-study request and a referral ask on a schedule.
Retainers approaching renewal without a recent touchpoint flag for the account lead.
Payback
Rather than quote you a return we cannot verify, here is the arithmetic with your numbers in it. Change the figure to your own monthly retainer.
At $2,000 per retained client, the Digital Marketing snapshot pays for itself after
1retained client
One-time price $1,000. Everything after that is yours.
Illustrative arithmetic using the figure you enter. It is not a forecast, a guarantee or a claim about typical results.
The AI receptionist takes the call, asks what you would ask, and books it. You are not stopping mid-audit to answer what do you charge.
A call at 11 PM from an owner staring at their ad spend gets answered at full attention. That is the window most marketing agencies lose entirely.
Form to contact record to pipeline to review request, with no manual entry anywhere in the chain.
The sequences run on their own. Most prospects that go cold do so because nobody followed up a third time.
Complete GoHighLevel sub-account builds. Funnels, sites, pipelines, calendars and automations in one import.
A full site plus the campaign funnels the industry actually converts on, all mobile responsive.
Lead capture, nurture, reminders, review requests and reactivation, wired and ready to publish.
Opportunity pipelines named for how this industry sells, with automation attached at each stage.
Booking calendars configured with realistic durations, buffers and availability rules.
Qualifying intake forms that branch by enquiry type and feed the right pipeline.
Every message in every sequence written for the industry, not filled with placeholder text.
One settings screen drives business name, contact details, links and branding across every asset.
A consistent tagging scheme so segmentation and reporting work from day one.
4 stages
Proposal pipeline from sent through to signed
1 link
Client onboarding covering assets, access and kickoff booking
Monthly
Automated report delivery with a renewal conversation built in
| Building it yourself | Digital Marketing Snapshot | |
|---|---|---|
| Time to a working build | 3 to 6 weeks of evenings | Same day |
| Copywriting for the industry | Written from scratch or borrowed | Included and industry-specific |
| Automation logic | Designed and debugged yourself | Built and tested |
| Ongoing updates | Your own maintenance | Free for a year |
| Reuse across clients | Rebuild or clone manually | Unlimited installs |
Done for you
The snapshot is not the end of it. You get 20 hours of hands-on customisation, usable across the 15 days that start once your snapshot is delivered.
No developer, no export files and no waiting on a build queue.
Have us install itCheckout completes and the snapshot share link is emailed to you within 24 hours. Check your promotions and spam folders as well as your inbox.
Open the link while logged into your agency account and choose the sub-account to load it into. HighLevel handles the import.
One settings screen holds business name, phone, address, booking link and brand colours. Every asset reads from it.
Attach your phone number, email sending domain, calendar and payment processor. The automations are already wired to use them.
Workflows ship paused so nothing fires before you are ready. Publish them once you have tested with your own details.
Something not covered here?Email usand a person will answer.
Yes. Every branded element pulls from custom values, and the whole build can be re-exported as your own snapshot.
Both. Project work follows a scoped proposal path, retainers add the reporting and renewal cadence.
Your licence covers unlimited use inside sub-accounts you own or manage. Reselling the snapshot file itself as a product is not permitted.
In five steps, all automatic. The prebuilt site captures the prospect on an intake form that asks their monthly spend, the channels they run and which result is missing. Submitting it creates the contact, tags it and starts the workflow. An email and SMS go out in seconds that confirms the call, sends a short pre-call audit and offers times. Anyone who will not fill a form gets the AI chat widget or the AI receptionist instead. The contact then sits in a pipeline running New lead, Discovery held, Audit delivered, Proposal sent, Client, with automation attached to each stage.
It asks every prospect automatically as soon as the first reporting milestone lands, by SMS and email, and via a QR code you can put in the monthly report email and on the case-study page. The rating they tap decides the path: five stars opens Google, Facebook or Clutch with the review box ready, while four or fewer opens a private feedback form that saves to the contact record and alerts you instead.
It answers. A call at 11 PM from an owner staring at their ad spend is picked up on the first ring, asked the qualifying questions you would ask, and booked straight into the calendar. Anything it cannot handle triggers a missed-call text back within seconds, so the conversation is still open when you get to it.
That is arithmetic rather than a promise: divide the one-time price by your monthly retainer. The calculator on this page does it with your own figure. Because the price is one-time and installs are unlimited, everything past that number of retained clients is margin.
A snapshot is HighLevel's native way of packaging a whole sub-account configuration. It captures funnels, websites, workflows, pipelines, calendars, forms, triggers and custom values as one transferable object. Loading a snapshot recreates that entire setup inside your own sub-account in a single step.
You receive a share link. Open it while logged into your agency account, pick the sub-account to load it into, and HighLevel imports everything. Then swap the custom values for your own details.
Loading a snapshot adds its assets alongside what is already there. It does not delete your existing funnels or workflows, though duplicate names can appear. Load into a fresh sub-account first if you want a clean look.
Yes. Your licence covers unlimited installs across sub-accounts you own or manage. What it does not permit is reselling or redistributing the snapshot file itself as a product.
Any agency plan works. Some features such as automated SaaS provisioning need the SaaS Pro tier, and those are flagged on the products that use them.
Email support with your sub-account ID. Most import issues come from a missing phone number, an unverified sending domain or a payment processor that has not been connected yet.
Start your GoHighLevel account through our link and we will take 15% off any snapshot you buy. Email us the account you signed up with and we apply it to your order.
We earn a commission if you sign up through that link, at no extra cost to you.Full disclosure.
Digital Marketing Snapshot
Snapshot
Popular searches
Manage how we use cookies. Necessary cookies keep the site working and can't be turned off.
Saved on this device. Press Esc to close.
