GoHighLevel for Digital Agency: (Full Tutorial)

Running a successful digital agency requires juggling multiple tasks – client acquisition, campaign management, lead generation, automation, reporting, and more.

With so many moving parts, managing everything manually can be overwhelming.

That’s where GoHighLevel for Digital Agency comes in.

GoHighLevel is an all-in-one platform designed to streamline your agency operations, helping you manage clients, automate marketing tasks, generate leads, and track performance – all from a single dashboard.

You asked, Why Should Digital Agencies Use GoHighLevel?

If you’re still piecing together multiple tools to handle client projects, email marketing, CRM, and automation, GoHighLevel can replace them all with one seamless platform.

With GoHighLevel, you can:

• Manage multiple clients under one system.
• Automate marketing tasks to save time and increase efficiency.
• Capture, nurture, and convert leads with built-in funnels and automation.
• Track client performance and generate reports with ease.
• Boost revenue by offering white-label services and reselling GoHighLevel.

If you’re looking to scale your agency without the hassle of juggling multiple tools, GoHighLevel provides everything you need to succeed.

In this guide, you’ll learn step-by-step how to use GoHighLevel for your digital agency, from setting up your account to the very end.

Let's get started!

Is GoHighLevel Good for Digital Agencies?

If you run a digital agency, you know how challenging it can be to manage multiple clients, automate marketing processes, and track performance across different campaigns.

The question is – is GoHighLevel the right solution for your agency?

The short answer is YES!

GoHighLevel is built specifically for agencies, offering an all-in-one platform that eliminates the need for multiple tools.

Whether you're handling lead generation, client retention, automation, or reporting, GoHighLevel streamlines your operations, allowing you to focus on growing your agency instead of managing tools.

Key Benefits of Using GoHighLevel for Digital Agencies

• All-in-One Marketing & Sales Platform

Instead of paying for separate CRM, automation, and funnel-building tools, GoHighLevel combines everything into a single system, making it more cost-effective.

• White-Label & Reselling Options

Agencies can white-label GoHighLevel and resell it as their own SaaS solution, creating an additional revenue stream.

• Lead Generation & Automation

The platform includes built-in pipelines, automation workflows, and landing pages to generate and nurture leads effortlessly.

• Client Management & Reporting

Easily track performance, generate automated reports, and provide detailed insights to clients.

• Scalability

Whether you're a solo agency owner or managing multiple clients, GoHighLevel adapts to your needs, allowing you to scale seamlessly.

Who Should Use GoHighLevel?

GoHighLevel is ideal for agencies specializing in:

• Lead Generation & Paid Advertising
• SEO & Digital Marketing Services
• Social Media Management
• Email & SMS Marketing
• Reputation Management & Review Generation

If you’re tired of jumping between multiple tools, struggling with automation, or missing out on client opportunities, GoHighLevel for Agency can transform how you run your agency by giving you a centralized platform to manage everything in one place.

How To Use GoHighLevel For Digital Agency

Before you can start using GoHighLevel for your agency, you need to properly set up your account, customize your agency dashboard, and configure key settings to streamline your operations.

Here's how to set it up:

Step 1: Creating Your GoHighLevel Account

Since you will be setting up your account – you should do that for FREE!

Luckily, you can get a 30-day free trial here.

To start, go to GoHighLevel.com/30-day-trial and you will be redirected to the page below.

Click on “30-Day Free Trial” and you will be asked basic information about your business, such as:

• Company Name
• Full Name
• Phone Number
• Email Address

Upon filling in everything, click on “Go To Step #2” where you will be asked to select the plan you want.

For now, you need to Select the GoHighLevel Unlimited Plan and you will be able to upgrade or downgrade later.

You will be asked to input your credit card details next – you will not be debited anything until the end of your trial.

After that, the next is, the onboarding process.

Step 2: GoHighLevel Onboarding

Once you finish the steps above, Go High Level will ask you some onboarding questions to ensure that your account is well set up.

Let’s take a look at them!

The first thing is to tell GHL more about your business, you would need to:

• Select the industry you operate in
• The primary purpose of using GoHighLevel
• The number of your customers
• And if you have a website

Supply the information based on what is right for you.

If anything isn’t clear to you now, select anything and continue because you can always change it later.

The next page will ask for your business address and billing information.

Then, you need to specify if you’re willing to resell GoHighLevel or not.

Reselling GoHighLevel means that you can resell the entire platform on your name – at your prices and keep the balance.

Just fill in the blank as you can see above and proceed to the next stage.

If you take a closer look at the image above, you will see that it’s asking you to select the tools you currently use.

Selecting the tools is going to keep you organized under one single dashboard.

So, select all that apply and proceed to the next stage.

And if you have none for now, just click on “Next ->“

So, the next stage will ask you to set up your password and a code will be sent to your email for confirmation.

Input the code and you will have the page below which confirms that your GoHighLevel account has been created.

I want to say congratulations, you have just set up your HighLevel account.

Now, you have access to your dashboard which looks like the image below.

Step 3. Create & Customize Your GoHighLevel Account

Once you sign up for GoHighLevel, the first step is to set up your agency account and customize it to match your brand.

• Go to the Agency Dashboard – This is your main control panel where you’ll manage multiple client accounts.
• White-Label Your Dashboard (Optional) – If you plan to resell GoHighLevel as your own SaaS, you can customize the platform with your agency’s logo, colors, and domain.
• Set Up User Roles & Permissions – Assign different levels of access to your team members and clients based on their roles.

Step 4. Set Up Your First Sub-Account (Client Account)

GoHighLevel allows you to create sub-accounts for different clients, keeping their campaigns separate and organized.

• Click “Add Account” to create a new client workspace.
• Use the Quick-Start Wizard to set up lead generation, automation, and integrations.
• Customize the CRM settings to match your client’s business needs.

Step 5. Integrate Essential Tools & Services

For your agency to operate smoothly, you need to connect GoHighLevel with your existing tools and services.

• Connect Email & SMS Services – Set up Twilio for SMS marketing and Mailgun for email campaigns.
• Integrate Payment Gateways – Link Stripe or PayPal to process payments for your agency and clients.
• Sync Third-Party Apps – If your agency uses Facebook Ads, Google Ads, or Zapier, integrate them to automate lead generation.

Step 6. Set Up Automation & Pipelines

To automate your workflows, GoHighLevel offers powerful funnels and automation tools that save you time and increase efficiency.

• Build a Sales Pipeline – Go to the Opportunities tab and create a pipeline for tracking leads from the first contact to conversion.
• Automate Lead Follow-Ups – Set up email & SMS sequences to nurture leads without manual follow-ups.
• Create Appointment Booking Systems – Use GoHighLevel’s calendar feature to schedule consultations and meetings with clients.

Step 7. Customize Reporting & Client Dashboards

Clients love to see performance data in real-time. With GoHighLevel, you can set up automated reports and client dashboards to showcase results.

• Enable Client Access – Give clients a login to view campaign reports and lead activity.
• Configure Automated Reports – Schedule weekly or monthly performance reports to be sent to clients.
• Monitor KPIs – Use GoHighLevel’s analytics dashboard to track ad performance, email open rates, and lead conversion rates.

Step 8. Optimize for Scalability

Once your agency is set up in GoHighLevel, think long-term growth by:

• Creating repeatable automation workflows for new clients.
• Offering white-label SaaS services to generate passive revenue.
• Training your team to use GoHighLevel efficiently for better client results.

With your agency fully set up in GoHighLevel, you’re ready to start onboarding clients and launching high-converting campaigns.

Managing Clients & Campaigns in GoHighLevel

Once your digital agency is set up in GoHighLevel, the next step is effectively managing your clients and marketing campaigns.

GoHighLevel provides a centralized platform to track client activity, automate marketing efforts, and optimize campaign performance.

Here’s how to do it:

1. Organizing Client Accounts & Access

Each client in GoHighLevel gets a separate sub-account, keeping their data and campaigns distinct.

• Create & Manage Sub-Accounts – Add new clients via the Agency Dashboard and set up their business details.
• Assign User Roles – Give team members and clients different access levels (e.g., full access, limited reports, campaign management).
• White-Label the Client Portal – If you’re offering GoHighLevel as a SaaS, customize the dashboard with your branding and domain.

2. Setting Up & Managing Marketing Campaigns

Campaigns in GoHighLevel include email marketing, SMS marketing, funnels, and automation sequences.

• Build Campaigns in the Marketing Section – Choose from email, SMS, voicemail, and social media follow-ups to create a cohesive customer journey.
• Automate Lead Nurturing – Use workflows to automatically follow up with leads and move them through the sales pipeline.
• Use Pre-Built Templates – GoHighLevel provides ready-made templates for different industries to launch campaigns faster.

3. GoHighLevel for Digital Agency – Lead & Contact Management

Managing client leads efficiently is crucial for conversions. GoHighLevel provides a CRM to organize, track, and engage leads.

• Import & Organize Leads – Upload client leads via CSV files or integrate lead forms from Facebook, Google, or websites.
• Segment Leads into Lists – Categorize contacts based on demographics, interests, or lead status.
• Use Smart Pipelines – Move leads across different pipeline stages (e.g., New Lead → Follow-Up → Proposal Sent → Closed Deal).

4. Automating Client Follow-Ups & Engagement

GoHighLevel’s automation tools ensure no lead is forgotten by setting up follow-up sequences.

• Drip Email & SMS Sequences – Automate email/SMS reminders for prospects who haven’t responded.
• Voicemail Drops – Send automated voice messages for a personalized touch.
• AI-Based Chatbots – Automate initial conversations with leads using chatbots.

5. Managing Ads & Tracking Campaign Performance

If your agency runs paid ads for clients, GoHighLevel allows you to track and optimize campaign performance in one place.

• Integrate Facebook & Google Ads – Connect ad accounts to import leads directly into GoHighLevel.
• Monitor Key Metrics – Track click-through rates (CTR), conversion rates, and cost-per-lead (CPL) from the dashboard.
• Optimize Campaigns Based on Data – Adjust budgets, target audiences, and messaging to improve ROI.

6. Providing Clients with Performance Reports

Clients expect clear insights into campaign performance.

GoHighLevel simplifies reporting with automated reports and dashboards.

• Set Up Custom Reports – Generate reports on email open rates, ad performance, lead conversions, and sales revenue.
• Schedule Automated Reports – Deliver weekly/monthly reports directly to clients.
• Grant Clients Dashboard Access – Allow clients to log in and view real-time data.

By leveraging GoHighLevel’s client and campaign management tools, you can streamline your digital agency’s operations, automate marketing efforts, and deliver better results for clients.

Learn More:

• GoHighLevel Review: (My Experience After 4 Years)
• What is GoHighLevel? [A User Experience]
• GoHighLevel Features: Complete List
• GoHighLevel Integrations
• GoHighLevel Pricing: (Costs Breakdown)
• Is GoHighLevel a CRM?: (Find Out Here💡)
• Is GoHighLevel Legit?: (Find Out Here 💡)
• Is GoHighLevel Worth It? (Find Out Here 💡)
• 15+ GoHighLevel Benefits: (Why You Need It)

Automating Lead Generation & Sales Funnels with GoHighLevel

Generating high-quality leads and converting them into paying customers is the core of any digital agency's success.

GoHighLevel makes this process easier by providing lead generation tools, automation workflows, and sales funnel builders to streamline the entire journey.

Here’s how you can use GoHighLevel to automate lead generation and increase conversions for your agency and clients:

1. Capturing Leads with Forms & Funnels

GoHighLevel offers built-in funnel builders and lead capture tools to generate leads from different sources.

• Create High-Converting Funnels – Use the drag-and-drop funnel builder to design landing pages, opt-in forms, and checkout pages.
• Embed Lead Forms on Websites – Collect leads using custom forms on your website, landing pages, or ads.
• Use Surveys & Appointment Booking – Engage potential leads with interactive quizzes, surveys, and calendar booking forms.

👉 Example: If you run a digital agency for real estate agents, you can create a “Find Your Dream Home” funnel that captures buyer details and automatically follows up.

2. Automating Lead Nurturing with Workflows

Once leads are captured, GoHighLevel automates follow-ups to keep prospects engaged.

• Drip Email & SMS Sequences – Send personalized emails and text messages based on lead behavior.
• AI Chatbots & Voicemail Drops – Use chatbots for instant responses and voicemail drops for personal engagement.
• Lead Scoring & Tagging – Automatically rank leads based on their interactions and segment them into targeted lists.

👉 Example: A fitness marketing agency can set up an automated follow-up sequence for leads who downloaded a free meal plan, gradually moving them toward signing up for coaching.

3. Building & Optimizing Sales Pipelines

GoHighLevel's CRM & pipeline management helps track leads at different sales stages.

• Visualize the Sales Process – Move leads across different stages (e.g., New Lead → Nurturing → Proposal Sent → Closed).
• Automate Pipeline Triggers – Assign tasks, send reminders, or trigger campaigns when leads change stages.
• Integrate with Paid Ads – Import Facebook & Google Ad leads directly into the CRM for automated follow-ups.

👉 Example: If you run a marketing agency for dentists, you can automate appointment follow-ups by moving leads through a pipeline until they book a consultation.

4. Retargeting & Re-Engaging Leads

Not all leads convert immediately. GoHighLevel allows you to retarget and re-engage cold leads to increase conversions.

• Facebook & Google Retargeting Ads – Reconnect with visitors who didn’t complete a signup or purchase.
• Reactivation Campaigns – Send exclusive offers, discounts, or reminders to dormant leads.
• Exit-Intent Popups & Lead Magnets – Capture potential customers before they leave a page.

5. Scaling Lead Generation for Clients

Once your agency has a proven lead generation system, you can scale and offer it as a service.

• White-Label Funnels & Automation – Create ready-made lead gen systems for different industries.
• Charge for Lead Gen Services – Sell lead generation packages to businesses that need more customers.
• Optimize Based on Data – Use GoHighLevel’s analytics to improve performance and maximize ROI.

By automating lead generation and sales funnels with GoHighLevel, your agency can save time, convert more leads, and scale faster. Whether you’re running paid ads, email campaigns, or social media marketing, GoHighLevel helps turn visitors into loyal customers on autopilot.

Managing Paid Ads & Social Media Marketing with GoHighLevel

Running successful paid ad campaigns and social media marketing is crucial for any digital agency.

GoHighLevel provides ad tracking, automation, and social media tools to help agencies streamline their marketing efforts and deliver better results for clients.

Here’s how you can use GoHighLevel to manage paid ads and social media marketing efficiently:

1. Running & Tracking Paid Ads in GoHighLevel

GoHighLevel allows you to connect and manage ad campaigns directly from the platform.

• Facebook & Google Ads Integration – Sync your clients’ Facebook, Instagram, and Google Ads to track performance.
• Lead Form Integration – Capture leads from Facebook Lead Ads and Google Ads directly into the CRM for instant follow-up.
• Ad Attribution & ROI Tracking – Monitor ad spend, conversions, and customer acquisition cost in one dashboard.

👉 Example: If you're running Facebook Ads for a local gym, GoHighLevel can automatically capture leads and trigger follow-up messages via SMS or email.

2. Automating Follow-Ups for Ad Leads

Paid ads generate leads, but fast follow-up is key to converting them. With GoHighLevel, you can:

• Set Up Automated Workflows – Trigger email, SMS, and call follow-ups when leads come in from ads.
• Use AI Chatbots for Instant Engagement – Qualify leads in real-time before sending them to a sales rep.
• Create Lead Scoring & Retargeting Lists – Prioritize high-quality leads and send retargeting ads to those who didn’t convert.

👉 Example: If a real estate agency runs Google Ads, GoHighLevel can automatically follow up with leads, book appointments, and assign them to an agent.

3. Scheduling & Managing Social Media Content

GoHighLevel offers a social media scheduling tool to plan and automate content across platforms.

• Schedule Posts in Advance – Plan and automate Facebook, Instagram, LinkedIn, and Twitter posts.
• Use AI-Generated Content – Generate engaging captions, hashtags, and content ideas for clients.
• Monitor Engagement & Comments – Track social interactions and respond to leads in one dashboard.

👉 Example: A restaurant marketing agency can schedule weekly Instagram and Facebook posts to promote specials, while GoHighLevel handles customer messages.

4. Managing Social Media Ads & Organic Growth

Beyond running ads, GoHighLevel helps agencies grow their clients’ social media presence.

• Run Engagement & Awareness Campaigns – Boost posts and grow followers through targeted ad campaigns.
• Create Custom Audiences – Build retargeting lists for warm leads and past website visitors.
• Launch Viral Giveaways & Lead Magnets – Run automated contests and giveaways to capture leads.

👉 Example: A fitness coaching agency can use GoHighLevel to run a Facebook giveaway, automatically collect emails, and nurture leads into paying clients.

5. Scaling Paid Ads & Social Media Services

Once your agency has a proven ad and social media strategy, you can scale it into a profitable service offering.

• Offer White-Label Paid Ad Campaigns – Set up plug-and-play ad funnels for different industries.
• Sell Social Media Management Packages – Charge for content creation, engagement, and automation.
• Automate Monthly Reporting – Use GoHighLevel’s analytics to create data-driven reports for clients.

With GoHighLevel, you can streamline paid ad campaigns, automate lead nurturing, and manage social media content efficiently. Whether you're running Google Ads, Facebook Ads, or organic social media growth, GoHighLevel helps track performance and improve client results effortlessly.

Using GoHighLevel for Reputation Management & Online Reviews

A strong online reputation is essential for digital agencies and their clients.

GoHighLevel provides powerful reputation management tools that help businesses collect more positive reviews, respond to customer feedback, and improve their brand image.

Here’s how you can use GoHighLevel to manage online reviews and reputation for your agency and clients:

1. Automating Review Requests & Collection

One of the best ways to boost online reputation is to proactively request reviews from happy customers.

GoHighLevel makes this process effortless with automation.

• Send Automated Review Requests – Set up SMS and email sequences that ask satisfied clients to leave reviews.
• Personalized Review Links – Generate custom review links directing customers to Google, Facebook, or Yelp.
• Trigger Requests After a Purchase or Service – Automate review requests after a successful transaction, appointment, or project completion.

👉 Example: A home service agency can send automated SMS requests to customers after a completed job, increasing positive Google reviews.

2. Managing & Responding to Online Reviews in One Dashboard

GoHighLevel centralizes reviews from multiple platforms, so you don’t have to manually check different sites.

• Monitor Reviews Across Platforms – Track customer reviews from Google, Facebook, Yelp, and more in one place.
• Instant Alerts for New Reviews – Get notified when a new review is posted.
• Reply to Reviews Directly from GoHighLevel – Respond to customer feedback without leaving the platform.

👉 Example: A restaurant marketing agency can track and respond to all restaurant reviews from Google and Yelp in one dashboard.

3. Handling Negative Reviews & Improving Brand Reputation

Even the best businesses get negative reviews, but how you handle them matters. GoHighLevel helps agencies and clients turn negative feedback into opportunities.

• Auto-Flag Negative Reviews for Internal Review – Set up a filter that notifies your team when a low-rating review is received.
• Send Private Responses Before Public Replies – Contact the unhappy customer privately first to resolve issues.
• Encourage More Positive Reviews – Balance negative feedback by automating positive review collection.

👉 Example: A real estate agency gets a 2-star review about slow response times. With GoHighLevel, they can immediately contact the client, resolve the issue, and request an updated review.

4. Showcasing Positive Reviews to Attract More Clients

Once you have positive reviews, GoHighLevel helps leverage them for marketing and social proof.

• Auto-Publish Reviews on Websites & Social Media – Display the best reviews on landing pages and social media.
• Create Review Widgets – Add a Google Reviews widget to websites for credibility.
• Use Testimonials in Ads & Email Campaigns – Convert happy customer feedback into marketing assets.

👉 Example: A fitness coaching agency can showcase 5-star Google reviews on their website to attract more clients.

5. Scaling Reputation Management as a Service

If you manage multiple clients, reputation management can become a high-value service.

• Offer White-Label Review Management – Sell review monitoring and response services to clients.
• Create Automated Review Funnels – Set up review request campaigns as a service.
• Charge for Monthly Reputation Reports – Provide data-driven insights on how a business is improving online.

👉 Example: A marketing agency for dentists can charge for ongoing reputation management, ensuring their clients always have great reviews.

GoHighLevel makes reputation management simple by automating review requests, tracking feedback, and helping businesses respond effectively. By using these tools, your agency can help clients build trust, attract new customers, and maintain a strong online presence.

Using GoHighLevel for Client Reporting & Analytics

Tracking marketing performance is crucial for digital agencies to prove ROI and optimize campaigns.

GoHighLevel provides powerful reporting and analytics tools that help agencies monitor key metrics, generate client reports, and make data-driven decisions.

Here’s how you can use GoHighLevel to streamline client reporting and track business performance effectively:

1. Centralized Dashboard for Client Analytics

GoHighLevel offers a real-time dashboard where you can track key performance indicators (KPIs) for all your clients in one place.

• Monitor Lead Generation Metrics – Track the number of leads captured, conversion rates, and lead sources.
• View Sales & Revenue Data – Analyze sales trends, pipeline progress, and total revenue generated.
• Assess Marketing Campaign Performance – See how email, SMS, and ad campaigns are performing in terms of engagement and conversions.

👉 Example: A real estate marketing agency can monitor how many leads their Facebook ad campaigns generate for different clients in one dashboard.

2. Automated Client Reporting

GoHighLevel allows agencies to generate and send automated reports, saving time and ensuring transparency with clients.

• Schedule Weekly or Monthly Reports – Set up automated reporting to send performance summaries at regular intervals.
• Customizable Report Templates – Tailor reports to highlight the most important metrics for each client.
• White-Label Reporting – Brand reports with your agency’s logo and colors for a professional look.

👉 Example: A PPC agency can schedule monthly ad performance reports for clients, showing impressions, click-through rates, and ROI.

3. Tracking Marketing & Sales Funnel Performance

Understanding the full customer journey is essential for optimizing marketing efforts. GoHighLevel helps agencies track every step.

• Monitor Funnel Conversions – See how leads progress from awareness to purchase.
• Analyze Drop-Off Points – Identify where leads abandon the funnel and optimize those stages.
• Compare Different Campaigns – Run A/B tests and compare the effectiveness of different marketing strategies.

👉 Example: A coaching business agency can track how many leads from a free webinar convert into paid coaching clients.

4. Monitoring Ad Campaigns & ROI

If you manage Facebook, Google, or Instagram ads, GoHighLevel helps you track ad performance and measure ROI.

• See Ad Spend vs. Revenue – Determine which ads are profitable and which need optimization.
• Track Cost-Per-Lead (CPL) & Cost-Per-Acquisition (CPA) – Ensure campaigns stay within budget while delivering results.
• Integrate with Google Analytics & Facebook Ads – Get a complete view of ad performance.

👉 Example: A local business marketing agency can track how much it costs to acquire a new customer through Google Ads and optimize accordingly.

5. GoHighLevel for Digital Agency – CRM & Pipeline Reporting

GoHighLevel’s CRM analytics help agencies track and manage sales pipelines efficiently.

• Monitor Deal Progress – See where prospects are in the sales pipeline.
• Identify Bottlenecks – Find stages where leads get stuck and improve conversion strategies.
• Forecast Revenue – Predict sales based on pipeline activity.

👉 Example: A B2B marketing agency can forecast revenue by analyzing the number of leads in different pipeline stages.

6. Enhancing Client Transparency & Trust

Providing clear, data-driven reports helps agencies build trust with clients and demonstrate the value of their services.

• Live Data Dashboards for Clients – Give clients access to real-time performance dashboards.
• Detailed Monthly Performance Reviews – Show clients exactly how their marketing campaigns are improving.
• Custom KPI Tracking – Set unique success metrics for each client based on their goals.

👉 Example: A fitness marketing agency can provide gym owners with a real-time dashboard showing how many new memberships were generated.

GoHighLevel simplifies client reporting and analytics by offering real-time dashboards, automated reports, and in-depth campaign tracking. With these tools, your agency can provide transparent, data-driven insights that help clients grow their businesses while proving your agency’s value.

Scaling Your Digital Agency with GoHighLevel

Once your digital agency has a solid foundation using GoHighLevel, the next step is scaling operations, increasing revenue, and managing more clients efficiently.

GoHighLevel offers automation, white-label solutions, and streamlined processes that make scaling easier while maintaining service quality.

Here’s how you can scale your digital agency effectively using GoHighLevel:

1. Automate Repetitive Tasks & Client Workflows

Scaling an agency means handling more clients without overloading your team. GoHighLevel’s automation features help by reducing manual work.

• Automate Lead Nurturing – Set up automated email and SMS follow-ups to engage prospects.
• Streamline Onboarding – Use pre-built workflows to onboard new clients quickly and efficiently.
• Schedule Recurring Reports – Send automated performance reports instead of manual updates.

👉 Example: A Facebook Ads agency can create an automated sequence that sends onboarding forms, sets up ad tracking, and schedules check-in calls for new clients.

2. Use White-Label Solutions to Strengthen Your Brand

GoHighLevel allows agencies to white-label the platform, making it look like your own software solution.

• Sell a Custom CRM to Clients – Offer GoHighLevel’s CRM as a branded service under your agency’s name.
• White-Label the Mobile App – Give clients access to a mobile app with your agency’s branding.
• Create a Subscription Model – Charge clients for ongoing access to your customized GoHighLevel dashboard.

👉 Example: A marketing agency for local businesses can offer a branded CRM solution where clients manage their leads and sales pipelines.

3. Expand Your Service Offerings

GoHighLevel lets you add more services to your agency, increasing revenue streams.

• Offer Reputation Management – Help clients manage and automate online reviews.
• Provide Automated Chatbots – Set up AI-driven chatbots for lead engagement.
• Launch Membership & Course Portals – Create digital products like training courses for clients.

👉 Example: A coaching agency can use GoHighLevel to create a membership portal for exclusive training content.

4. Scale with Team Management & Delegation

As your agency grows, it’s essential to delegate tasks and manage your team efficiently.

• Create User Roles & Permissions – Assign different access levels to team members.
• Track Team Performance – Use analytics to see which team members are closing deals or managing campaigns successfully.
• Automate Task Assignments – Set up workflows that automatically assign tasks based on client needs.

👉 Example: A PPC agency can assign different clients to specific account managers, ensuring personalized service.

5. Optimize Client Retention & Upselling

Retaining clients is more profitable than constantly acquiring new ones. GoHighLevel helps you nurture client relationships while increasing lifetime value.

• Set Up Automated Check-Ins – Regular follow-ups to ensure client satisfaction.
• Offer Additional Marketing Services – Upsell clients on SEO, social media, or funnel building.
• Create VIP Client Packages – Offer exclusive benefits to long-term clients.

👉 Example: A real estate marketing agency can create a VIP package offering additional ad spend management and reputation services.

6. Use Data-Driven Decisions for Growth

GoHighLevel provides powerful analytics to help you track performance and scale strategically.

• Identify High-Converting Campaigns – Double down on what works best for clients.
• Monitor ROI from Marketing Efforts – Ensure your agency is profitable as it grows.
• Adjust Strategies Based on Data – Use insights to optimize services for better results.

👉 Example: A B2B digital agency can analyze email marketing and lead generation reports to focus on the highest-performing strategies.

7. Expand into New Markets & Niches

Scaling doesn’t always mean getting more of the same clients – you can expand into new industries using GoHighLevel.

• Target a Different Niche – Shift focus to a high-demand industry like healthcare, finance, or SaaS.
• Offer International Services – Use automation to serve clients worldwide.
• Develop an Agency Network – Partner with freelancers or smaller agencies for expansion.

👉 Example: A local business agency can start offering services for e-commerce brands to diversify income streams.

Scaling a digital agency with GoHighLevel is all about automation, delegation, and expansion. By leveraging white-labeling, new service offerings, team management, and data-driven decisions, you can grow your agency without sacrificing efficiency or quality.

Best Practices for Using GoHighLevel in Your Digital Agency

To get the most out of GoHighLevel, your agency needs strategic implementation, optimization, and ongoing improvements.

The platform is powerful, but using it the right way ensures better results for your clients and maximizes efficiency for your team.

Here are the best practices to follow when using GoHighLevel for your digital agency:

1. Customize Your GoHighLevel Setup for Your Agency’s Needs

Every agency operates differently, so it’s essential to set up GoHighLevel based on your specific workflow.

• Use Custom Pipelines – Design sales pipelines that align with how your agency manages leads and clients.
• Tailor Workflows – Automate client follow-ups, task assignments, and reporting.
• White-Label the Platform – Strengthen your brand by customizing GoHighLevel’s interface and offering it as your own software.

👉 Example: A social media agency can create a custom sales pipeline that moves leads from consultation to contract signing.

2. Automate Where Possible, but Keep a Human Touch

Automation is a major strength of GoHighLevel, but too much automation can feel robotic to clients.

• Automate Repetitive Tasks – Use workflows for lead nurturing, onboarding, and appointment reminders.
• Personalize Client Communication – Add personal touches like customized emails and direct check-ins.
• Monitor Automated Sequences – Regularly review automated emails and SMS messages to ensure they stay relevant.

👉 Example: Instead of a generic automated welcome email, personalize it by adding the client’s name and specific service details.

3. GoHighLevel for Digital Agency – Optimize Lead Management & Follow-Ups

GoHighLevel is designed to capture, nurture, and convert leads, but your agency needs to manage this process effectively.

• Score & Segment Leads – Assign priority levels based on engagement and readiness to buy.
• Use Multi-Channel Outreach – Combine email, SMS, and voicemail drops to increase response rates.
• Track Lead Progress – Monitor conversion rates and adjust strategies accordingly.

👉 Example: An agency running Facebook Ads for local businesses can set up a system that automatically follows up with new ad leads via SMS.

4. Offer GoHighLevel as a White-Label CRM for Clients

One of the most profitable ways to use GoHighLevel is by reselling it as your own CRM platform.

• Sell Subscription Plans – Charge clients monthly to use your branded CRM.
• Bundle It with Your Services – Include CRM access in your digital marketing packages.
• Train Clients on the Platform – Provide onboarding support so clients understand how to use it.

👉 Example: A SEO agency can offer a white-labeled dashboard where clients track rankings, leads, and conversions.

5. Track Performance & Optimize Campaigns Regularly

To maximize ROI, your agency needs to analyze campaign data and make improvements.

• Use GoHighLevel’s Reporting Tools – Monitor client campaigns, ad performance, and conversion rates.
• Test & Improve Funnels – Identify weak points in your sales process and optimize them.
• Schedule Monthly Reviews – Hold strategy sessions with clients based on performance reports.

👉 Example: A Google Ads agency can analyze ad campaign performance and adjust targeting for higher conversions.

6. Keep Clients Engaged & Retain Them Longer

Client retention is just as important as acquiring new clients. GoHighLevel helps you stay connected with clients and build long-term relationships.

• Automate Monthly Check-Ins – Send reminders for performance reviews and strategy updates.
• Offer Exclusive Client Benefits – Provide ongoing education, templates, or special services.
• Send Personalized Reports – Keep clients informed with automated yet detailed performance summaries.

👉 Example: A content marketing agency can set up automated check-ins that remind clients to book a monthly content strategy call.

7. Stay Updated on New Features & Industry Trends

GoHighLevel constantly releases updates, so staying ahead of the curve ensures your agency remains competitive.

• Join GoHighLevel Communities – Engage in Facebook groups and forums to learn from other agencies.
• Watch Training Webinars – Keep up with new features and advanced strategies.
• Experiment with New Tools – Test out beta features to stay ahead of competitors.

👉 Example: An email marketing agency can start using GoHighLevel’s latest AI-powered email automation features before competitors do.

By implementing these best practices, your agency can maximize the potential of GoHighLevel, streamline operations, and provide even greater value to clients. Customization, automation, data tracking, and ongoing client engagement are key to making GoHighLevel work for your agency long-term.

Common Mistakes to Avoid When Using GoHighLevel as a Digital Agency

GoHighLevel is a powerful platform that can transform how your digital agency operates. However, many agencies make costly mistakes that limit their success.

Avoiding these pitfalls will save time, maximize results, and improve client satisfaction.

Here are the common mistakes to watch out for when using GoHighLevel for your agency:

1. Not Fully Setting Up & Customizing Your CRM

Many agencies rush into GoHighLevel without properly setting up their accounts, which leads to inefficiencies.

What to avoid:

• Using the default settings without customizing pipelines, workflows, and automation.
• Failing to white-label the platform for a branded client experience.
• Ignoring custom reporting dashboards that provide actionable insights.

✅ Solution: Take the time to configure GoHighLevel to fit your agency’s specific needs before onboarding clients.

2. Over-Automating Without a Personal Touch

Automation is great, but too much of it can make client interactions feel impersonal and robotic.

What to avoid:

• Relying only on automated emails and SMS without human follow-ups.
• Sending generic, mass messages without personalization.
• Forgetting to monitor automated workflows, leading to outdated or irrelevant messaging.

✅ Solution: Balance automation with personal engagement, such as live calls, custom messages, and manual check-ins.

3. Not Properly Managing Leads & Follow-Ups

GoHighLevel provides powerful lead management tools, but poor organization can cost you conversions.

What to avoid:

• Letting leads sit without proper segmentation or prioritization.
• Failing to track lead movement through the sales pipeline.
• Not setting up reminders and follow-up sequences, leading to lost deals.

✅ Solution: Use lead scoring, follow-up automation, and pipeline tracking to nurture leads effectively.

4. Failing to Train Clients on the Platform

Agencies that offer GoHighLevel as a white-label CRM often assume clients will figure it out on their own.

What to avoid:

• Leaving clients confused about how to use the platform.
• Not providing tutorials, guides, or onboarding sessions.
• Ignoring client requests for support and troubleshooting.

✅ Solution: Offer training sessions, a knowledge base, or video walkthroughs to help clients use the platform effectively.

5. Neglecting Performance Tracking & Data Analysis

GoHighLevel provides detailed analytics, but many agencies don’t take full advantage of them.

What to avoid:

• Running campaigns without tracking KPIs like open rates, conversions, and ROI.
• Not adjusting marketing strategies based on performance insights.
• Ignoring client reporting, which can reduce transparency and trust.

✅ Solution: Set up custom dashboards, monitor campaign results, and provide clients with regular performance reports.

6. Ignoring GoHighLevel’s New Features & Updates

GoHighLevel frequently updates its platform, adding new tools and improving existing features.

What to avoid:

• Using outdated methods when new, more efficient tools are available.
• Not experimenting with beta features that could give your agency an edge.
• Missing out on training webinars that explain updates.

✅ Solution: Stay engaged in the GoHighLevel community, follow platform updates, and continuously improve your agency’s workflows.

7. Not Charging Clients for the Value You Provide

Many agencies undercharge for their GoHighLevel services, leaving money on the table.

What to avoid:

• Offering the CRM for free instead of creating subscription-based packages.
• Underpricing marketing automation and lead management services.
• Not highlighting how much time and money GoHighLevel saves clients.

✅ Solution: Create tiered pricing models and charge based on the value your agency delivers.

8. Lacking a Clear Onboarding Process for Clients

A messy onboarding process can lead to client confusion and dissatisfaction.

What to avoid:

• Not setting clear expectations about timelines and deliverables.
• Failing to educate clients on how your agency uses GoHighLevel to grow their business.
• Missing key details during setup, leading to delays and inefficiencies.

✅ Solution: Develop a structured onboarding process, including kickoff calls, documentation, and step-by-step training.

9. Not Using GoHighLevel to Scale Your Own Agency

Agencies focus so much on using GoHighLevel for clients that they forget to use it for their own lead generation.

What to avoid:

• Not using GoHighLevel to capture and nurture leads for your own agency.
• Ignoring the platform’s ability to automate follow-ups for potential clients.
• Failing to use GoHighLevel’s tools for running ads, email campaigns, and SMS marketing for your agency.

✅ Solution: Use GoHighLevel’s CRM, automation, and funnel-building tools to attract and convert leads for your agency.

Avoiding these common mistakes will help your digital agency fully leverage GoHighLevel for client success and agency growth. The key is to set up the platform properly, automate wisely, track performance, and charge for the value you provide.

GoHighLevel for Digital Marting Agencies – FAQs

Final Thoughts

GoHighLevel is a powerful platform that streamlines client management, automates marketing, and helps agencies scale efficiently.

By leveraging its CRM, automation, lead generation, and reporting tools, you can increase client retention, improve results, and grow your revenue.

The key to success with GoHighLevel is setting it up properly, automating wisely, and consistently tracking performance.

Avoiding common mistakes – such as neglecting client onboarding, failing to charge for your services or over-automating – will ensure your agency maximizes its potential.

Whether you're a small agency looking to scale or an established firm wanting to streamline operations, GoHighLevel is an essential tool for success.

🚀 Ready to transform your digital agency?

Start using GoHighLevel today for 30-Day Free!