> ## Content Index
> Fetch the complete content index at: https://netpartners.marketing/llms.txt
> Use this file to discover other available public pages before exploring further.

# SaaS Setup Playbook  | Launching Your HighLevel Agency (Step-by-Step) / part 1
- URL: https://netpartners.marketing/saas-setup-playbook-launching-your-highlevel-agency-step-by-step-part-1/
- Published: 2025-08-22T22:11:00.000Z
- Updated: 2026-08-06T05:59:37.000Z
- Description: HighLevel SaaS agency setup: Launch your white-label business with recurring revenue. Step-by-step guide to configure Stripe, LeadConnector, and SaaS pricing plans.
- Author: Zoltan Juhasz
- Tags: White Label and SaaS Mode

Before you pitch or onboard a single client, you need a clean, fully configured white-label agency setup. This guide walks you through the exact steps to get your foundation right and start building predictable monthly income.

  
✅ **🚀 Get the SaaSPRENEUR Local Hero Playbook!**  
Launch your white-label SaaS business with a proven system.  
Step-by-step setup. Built-in workflows. Real sales strategies.

[Access the Local Hero Playbook Now ](https://saaspreneur.com?fp%5Fref=details) 

---

## 1\. Create Your GoHighLevel Agency Account

If you haven’t already, start with a GHL agency subscription. This gives you access to sub-accounts, the SaaS configurator, white labeling, and the ability to resell services.

> Tip: Choose the SaaS Pro plan if you want full automation and margin control.

---

## 2\. Activate LeadConnector

Go to your agency dashboard → Settings → Twilio/LC Email Setup. Activate LeadConnector for:

- Automated SMS and email
- Local presence phone numbers
- Smart routing through GHL workflows

> ⚠️ Without this, your automations won't trigger properly.

---

## 3\. Set Up Your White-Labeled Login URL

Brand your client login portal (e.g. `portal.youragency.com`) by:

- Setting up a CNAME in your domain registrar
- Pointing it to `app.gohighlevel.com`
- Assigning the URL in your Agency Settings

---

## 4\. Set Your API Domain

For API use and branding consistency:

- Add a second CNAME (e.g., `api.youragency.com`)
- Point it to `api.msgsndr.com`
- Assign this under the Developer/API section

---

## 5\. Upload Your Logo & Enable AI

Add your agency’s logo and color scheme under **Agency Settings > Company**.  
Then activate HighLevel’s built-in AI for workflows, messaging, and snapshot building.

> 🧠 The AI builder can speed up client onboarding by 3×.

---

## 6\. Connect Your Stripe Account (Agency Level)

To handle client billing directly:

- Go to **Settings > SaaS Configurator**
- Connect your Stripe account
- Add your base subscription plans (Starter, Standard, Premium, etc.)

---

## 7\. Import the Local Hero Snapshot

Download the [Local Hero Playbook snapshot](https://saaspreneur.com/local-hero-playbook?fp%5Fref=details) and upload it into your Agency Library.  
This includes:

- Landing pages
- Email/SMS workflows
- Calendars
- Custom values

Use it as a launch template for each new client.

---

## 8\. Configure Your SaaS Plans

Inside the **SaaS Configurator**, assign features and automations to each pricing tier:

- Number of users
- Email/SMS credits
- Premium features (AI, reporting, GMB chat, etc.)
- Pricing and trial options

Test each tier before going live.

---

## ✅ Final Checklist

| Task                         | Status |
| ---------------------------- | ------ |
| Agency account created       | ✅      |
| LeadConnector activated      | ✅      |
| White-label login set up     | ✅      |
| API domain configured        | ✅      |
| Logo uploaded + AI activated | ✅      |
| Stripe connected             | ✅      |
| Local Hero snapshot imported | ✅      |
| SaaS plans configured        | ✅      |

---

[![](https://storage.ghost.io/c/01/d5/01d5859a-11f3-4d0f-8d1e-43bffd5eb371/content/images/2025/05/ChatGPT-Image-May-7--2025--04_56_40-PM.png)](https://saaspreneur.com/local-hero-playbook?fp%5Fref=details)

## 🔗 Next Step

Ready to build sub-accounts and launch client sites?

👉 Continue to part 2: 

[✅ Sub-Account Power Setup – HighLevel for Local Clients / part 2Set up client sub-accounts in GoHighLevel like a pro. Learn how to configure domains, phone numbers, Stripe, custom values, booking calendars, workflows, and test your funnel before launch.![](https://storage.ghost.io/c/01/d5/01d5859a-11f3-4d0f-8d1e-43bffd5eb371/content/images/icon/favicon-26.ico)HighLevel Playbooks for Automation and MarketingZoltan Juhasz![](https://storage.ghost.io/c/01/d5/01d5859a-11f3-4d0f-8d1e-43bffd5eb371/content/images/thumbnail/2b9dae8654209ce732c3dfe43550ad44_1200_80-26.webp)](https://netpartners.marketing/sub-account-power-setup-highlevel-for-local-clients-part-2/)

We cover this in more detail in [the Voice AI workshop affiliate offer](https://guide.launchkit.work/affiliateoffers-ai-agency.html) \- part of our independent HighLevel guide collection.