SaaS companies, B2B software and platform teams
Answers demo requests whatever the time zone, moves trials from signup to activation, and reopens accounts that churned quietly.
$1,100
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
Software founders are sceptical of anything that sounds like agency automation, because they can build workflows themselves. The argument that works is time and focus: their engineers should not be building a no-show recovery sequence, and their reps should not be chasing dormant trials by hand.
The build
This is not in-app messaging and it does not touch billing or product analytics. It works the layer around them: the demo request, the meeting, the trial follow-up outside the product, the cancellation and the return.
The rebrand
The build reaches you inside 24 business hours of purchase confirmation. Rep routing, time-zone handling and mapping trial events into the campaigns are the parts that need a person who knows the product; the import is not. The $250 installation add-on covers the import, the rebrand, A2P and 10DLC and email setup.
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 inbound sales calls and demo requests around the clock, qualifies on company size, use case and timeline, then books the right rep.
Answers pricing, integration and security questions on the site and by email or social, qualifies the visitor and books a demo without a form.
Feature and use-case pages, pricing, a security and compliance section, comparison content and a demo booking calendar per sales rep.
Reworks churned accounts, dormant trials and closed-lost opportunities with AI calls when a release or a pricing change gives a reason to return.
Confirms the demo with the joining link and the agenda in the invitee’s own time zone, reminds twice in that zone rather than yours, and re-offers the slot within the hour when nobody joins the call.
Requests a review at the point a customer hits an early success milestone, which is when a G2, Google or Facebook review is easiest to ask for.
Trial onboarding sequences, activation prompts, renewal and expansion touches, and a referral programme for customers already getting value.
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
A serious buyer fills in the demo form at three in the morning your client's time. They get an autoresponder, and by the time a rep calls the next afternoon the buyer has already booked with a competitor whose calendar link worked instantly.
Someone signs up, logs in once, does not connect anything, and never returns. The product was never the problem; nobody spoke to them during the four days when the intention was still alive.
A rep holds a 30-minute slot, prepares an account, and nobody joins the call. It happens enough times a week that the pipeline forecast is built on meetings that will not occur.
An account cancels through the billing page at midnight. No exit conversation, no offer, no reason recorded, and no attempt to win them back three months later when their situation changed.
What the build changes
Inbound calls and demo enquiries are handled at any hour, qualified on company size, use case and timeline, and booked directly into the right rep's calendar.
ai-receptionist
The confirmation carries the joining link and the agenda, and the reminders run in the invitee’s time zone rather than the seller’s, which is where most cross-border demos are actually lost. Nobody joining triggers a re-offer inside the hour, targeting 70% recovery, while the evaluation is still live.
smart-appointments
Sequenced onboarding prompts through the trial window, tied to the steps that actually predict activation, plus expansion and renewal touches once the account is live.
lifetime-nurture
Cancelled accounts and old unconverted trials get AI calls months later, when a new release, a price change or a new head of department makes the conversation worth having again.
database-reactivation
In-product questions, pricing queries and integration questions get an answer immediately across the site, email and social, so an evaluation never stalls on a question nobody answered.
ai-chatbot
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 client takes 60 demo requests a month, loses 15 to time-zone delay, books 45 demos, and has 300 dormant trials.
roughly 23 hours a month back from the sales team
When it pays for itself
Take an average contract at $300 a month, which a customer holds for around eighteen months, so a won account is worth about $5,400.
On these assumptions one recovered account clears the snapshot several times over, which is a straightforward case to make to a founder who already tracks lifetime value.
Your resale ledger
You pay $1,100 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 | $1,100 | $2,200 | $500 | $7,100 |
| Typical | $1,100 | $3,300 | $900 | $13,000 |
| Premium | $1,100 | $4,950 | $1,500 | $21,850 |
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
Establishes the use case before the seat count, separates an evaluation from a support call so neither is answered by the wrong team, and books the right rep in the caller’s own time zone.
The confirmation carries the joining link and the agenda, reminders run in the invitee’s time zone rather than the seller’s, and a no-join is re-offered inside the hour while evaluation is live.
Sequences driven by product events rather than days elapsed, so a trial that has not hit its first real milestone gets a different message from one that has, plus renewal prompts ahead of the date.
Segments expired trials separately from churned paying accounts, works each with AI calling and an offer that carries the changelog, so the win-back argues on what has changed rather than on price.
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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