How it works

From a discovery call to your first client live. You spend about 40 minutes per client. Our team does the rest.

Book a call See what's included

Your time, per client

40minutes
Add the client in your hub10 min
Setup call with our team30 min
Building, testing and texting approval are on us.

Four steps to your first client live

The same steps for every client. Each one says who's doing it.

1

Book a discovery call

You get access to the hub straight away, with a demo client to click through before we talk.

You: book a timeHub: ready right away

Your hub is ready Email from SellableCRM

Demo clientNorthside Plumbing (example)
Look at firstMessages, report, sales kit
Before the callPick your first client
Set your password
2

Add your first client

A 10-minute form in the hub. It only asks what you already know. The $300 setup is charged when you confirm.

You: fill in the formUs: start building

Add a client Step 2 of 4

BusinessLead sourcesFollow-upConfirm
Website formPaste our snippet
Facebook lead adsConnect the Page
Phone callsNew local number
3

A 30-minute setup call

With our team. We connect whatever's left together, then test it on your phone.

You: join the callUs: connect and test

Setup call Northside Plumbing

Website snippet checked with a test lead
Facebook Page connected
New number placed in ads and on Google
Test lead sent to your phone
4

Channels go live one by one

Each channel goes live as soon as it's ready. Texts start after SMS registration is approved. Emails start once the email records are in place.

You: no action neededUs: watch every channel

Going live Northside Plumbing

Booking page and chatDay one
Live
CallsOnce the new number is placed
Live
EmailsAfter the email records
Live
TextsAfter SMS registration
Waiting on carriers

After go-live

Our team keeps monitoring every client after launch.

First weekEvery source checkedWe make sure leads arrive from each one.
First monthYour first reportUnder your brand, ready to send your client.
Every day afterTickets in 4 business hoursChanges and questions, handled by our team.
Book a call See pricing

Built on HighLevel

A CRM many agencies already know. Our team sets it up and supports it, so you don't have to learn it.

  • Your clients never see HighLevel or SellableCRM
  • Texts registered with carriers, per client
  • Emails from your client's own domain
Your brandWhat your client seesTexts · logins · reports
SellableCRM hubWhere you work with usBuilt by us
HighLevelTexts, emails, calls, booking, inboxThe engine

Start with one client.

Choose the client with the highest lead volume and the slowest response times. We’ll set everything up under your brand.

Book a call