It's Time To Automate Your Profits!

Cement Clients By Pivoting To A Software + Services Model

Why Go SaaS Mode?


Every Small Business needs it


It's an immediate win


It supplements success


It's high-margin, recurring revenue


It's extremely sticky

What Is SaaS Mode, Technically?

SaaS Mode is two sets of features

SMB Features

(For Your Clients)

  • 2-Way Text Messaging
  • Web Chat Widget
  • Google My Business (GMB) Chat
  • Facebook Messenger Chat
  • Reputation Management
  • Missed-Call Text-Back

Agency Features

(For Your Agency)

  • Auto Sub-Account generation
  • Auto User + Permission generation
  • Dunning (non-payment lockout)
  • Twilio Re-Billing
  • SaaS Dashboard


How To Get Started

Step 1: Connect Stripe To Your Agency Dashboard

  • Sign into your Stripe Account
  • In a new browser tab log into your Agency HighLevel account, go to Settings > Stripe Integration
  • Click the "Connect To Your Stripe account button, which will open up Stripe and prompt you to connect

Step 2: Configure Your SaaS Plans

  • Agency account > Plan Configurator
  • Build your plans, set your pricing, set your trial, add Twilio credits, attach snapshots, chose Twilio rebilling profit
  • Click "Show Stripe Product Details" under each plan price to copy the Stripe plan ID

Step 3: Build Your Pricing Page

  • Switch into your agency sub-account > Settings > Integrate the same Stripe account from Step 1
  • Create Pricing Signup page and add the plans from SaaS configurator to the Product Tab
  • Build out your Pricing/Signup page
  • Add 2-Step Order Form to page
  • You're ready to go!