Marketing agencies, freelancers, consultancies
Answers enquiries while your client is on delivery calls, holds discovery calls in the diary, and reopens quiet proposals.
$1,000
One-off · unlimited installs
All sales are final. Sending the snapshot link is the point of no return: it lands in your agency permanently and cannot be recalled, so there is no refund after that. Delivered inside 24 business hours of purchase confirmation. The desk runs 9am to 5pm Central — 3pm to 11pm UK — Monday to Friday, and nothing goes out at the weekend, so a Friday afternoon order lands on Monday. Book a callfirst if you want to see the build, or read the full terms.
Contents
All of it imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see theimport checklist.Delivered inside 24 business hours of purchase confirmation. The desk runs 9am to 5pm Central — 3pm to 11pm UK — Monday to Friday, and nothing goes out at the weekend, so a Friday afternoon order lands on Monday. Installation is an optional $250 add-on rather than a requirement.
Why this build is shaped the way it is
No conversion claims and no asset counts. What a snapshot produces depends on your client, their offer and the spend behind it, and a counted promise is one your client would hold you to — so here is what you are buying, named rather than totalled.
The problem
This snapshot has two markets. The first is the smaller agencies and independent consultants your client base already includes, who need exactly what they sell their own clients and never build it for themselves.
The build
Almost every agency knows that the money is in the follow-up, and almost none of them do it consistently on their own pipeline. The reason is structural: new business is owned by the person whose day is fullest.
The rebrand
You get it inside 24 business hours of purchase confirmation. Your time goes on qualification questions and on segmenting the past-client list for reactivation — you are selling this to people who will ask how it was built, so it is worth doing yourself. Installation by us is an optional $250.
Schedule A · what lands in the sub-account
Every snapshot in the catalogue hands over the same thirteen lines. What is written below is what each one is fixing on this vertical's day, what changes once it runs, and where the money comes back — so you can lift it into your own proposal without rewriting it first.
Answers enquiry calls while the team is on delivery, qualifies on service need, budget band and timeline, then books the discovery call.
Replies on the site, LinkedIn-driven traffic, SMS and social, answers service and pricing-band questions, and books a call without a contact form.
Service pages, sector pages, a results and case study structure the agency populates, pricing guidance and a discovery call calendar.
Works past clients, closed-lost proposals and dormant enquiries with AI calls at the six-month mark, where the warmest revenue usually sits.
Confirms the discovery call with the account access it will need, reminds an hour out because prospects double-book themselves, and re-offers the slot the moment somebody fails to join rather than chasing by email for a week.
Requests the review at the end of a campaign cycle or a completed project, when the client has just seen a report they were pleased with.
Quarterly check-ins with former clients, seasonal planning prompts, upsell sequences for existing accounts and a structured referral programme.
Clause numbers in the "fires at" column point into the five-stage flow below, so you can say "clause 03.3 is the no-show rescue" to your own client without opening a demo account. Every money line is an illustration to put your client's numbers into, not a measured result.
The problem you are being paid to solve
Enquiries come to one person who is on delivery calls from nine until five. A referral rings at eleven, gets voicemail, and by Thursday has already spoken to two other agencies who happened to be free.
The prospect books a Tuesday discovery call, then a client emergency swallows their morning. One reminder email is not enough, the slot is dead, and nobody offers them another time.
A proposal goes out on a Friday and the follow-up depends on somebody remembering. Two weeks later it is stale, and the honest answer was probably a small objection that a phone call would have resolved.
Accounts that ended eighteen months ago on good terms are the warmest list the agency owns. New marketing directors, new budgets, new problems, and nobody has picked up the phone.
What the build changes
Inbound calls are answered while the owner is on delivery, qualified on budget, service need and timeline, and booked straight into the discovery calendar.
ai-receptionist
Prospects double-book themselves, so the reminder lands an hour out with the account access the call will need rather than a calendar invite nobody opened. A no-join is re-offered immediately against a 70% recovery target, instead of becoming a week of polite follow-up emails.
smart-appointments
Quiet proposals get a call rather than a fourth polite email, which is what surfaces the real objection while the budget conversation is still open.
ai-outbound-caller
Past clients and closed-lost proposals get worked at the six-month mark with AI calls, which is where most agencies find revenue they had already written off.
database-reactivation
A continuous engine collecting Google and Facebook reviews from current clients, targeting 5-10 a month, so the agency's own profile matches what it promises prospects.
review-automation
Fit
Sell it to
Do not sell it to
Losing the sale here is cheaper than losing the retainer in month three.
The arithmetic
Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.
Hours returned to the client
Say the agency takes 25 enquiries a month, books 15 discovery calls, sends 8 proposals, and has 200 past contacts nobody has touched.
about 16 hours a month back from the person who should be selling
When it pays for itself
Take a retainer of $2,000 a month held for an average of ten months, so a won client is worth around $20,000.
On these assumptions a single won retainer covers the snapshot many times over, which is the same argument you would make to any client about their own follow-up.
Your resale ledger
You pay $1,000 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.
| Scenario | Your cost | Set-up you quote | Monthly retainer you charge | Year one margin |
|---|---|---|---|---|
| Conservative | $1,000 | $2,000 | $500 | $7,000 |
| Typical | $1,000 | $3,000 | $900 | $12,800 |
| Premium | $1,000 | $4,500 | $1,500 | $21,500 |
Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.
End-to-end automation
Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.
Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.
Answers as themBooks on the callNever a voicemail
Five channelsNo waitPre-qualified
GoogleMetaTikTok
Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.
Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.
Runs itself70% recovery target
Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.
The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.
Support scope
You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.
| Area | Covered by the price | Quoted separately, or run by a VA |
|---|---|---|
| The snapshot link | The whole build as a GoHighLevel snapshot link, installable into unlimited sub-accounts inside your own agency. | — |
| The installation PDF | Written for someone who installs snapshots professionally: import order, what to rebrand, what the client never sees. | — |
| Installing it for you | — | Optional, $250: the import, the website rebrand, A2P and 10DLC, domain email in GoHighLevel, and a few extra automations. |
| Version updates | Twelve months of updates as the platform moves, reissued as a fresh link to every agency that owns it. | — |
| Third-party integrations | — | Connecting the build to a CRM, an EHR, a job-management tool or an accounts package. |
| Third-party software | — | Anything needing a licence, a seat or a subscription somewhere that is not GoHighLevel. |
| Custom software development | — | A portal, a calculator, a bespoke dashboard. Software built rather than configured. |
Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.
Installation is not included and you almost certainly do not need it — the PDF is written for someone who installs these professionally. If a week is already full,installation add-on is $250.
Four of the nine, expanded
Takes the channel and the monthly budget before anything else, screens a small job from a real one so the calendar is not filled with unqualified calls, and books discovery rather than promising a proposal.
The confirmation carries the account access the call will need, the reminder lands an hour out because prospects double-book themselves, and a no-join is re-offered immediately rather than chased by email.
Runs the follow-up sequence agencies write for clients and never run for themselves: timed calls on unanswered proposals, and a branch for accounts that paused rather than cancelled.
Segments former clients by why they left and how long ago, with AI calling and an audit offer that restarts the conversation on new work rather than on the reason they stopped.
Add labour
Specifics
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Next step
Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.
No retainer lock-in · 30 days notice · Your client never sees us
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