Use cases
Agencies
Agencies run on systems — and on the unspoken assumption that somebody remembers how they all work. These pages are for the moments that assumption breaks: the solo owner who can't hire because everything lives in their head, the scaled team keeping fifteen client subaccounts documented to one standard, the SaaS-mode operator watching support tickets eat the margin, the buyer or seller who needs an agency's systems to survive inspection, and the agency handing an account back to a client with something better than a login and good luck. Each one is a real walkthrough of the product doing that exact job — import the account, see the system, and hand somebody an artifact instead of an explanation.
Document your GoHighLevel agency so you can finally hire
You can't hire while the agency lives in your head. Patchy writes the docs, you add the why, and every new hire starts with a map, not a month of questions.
See the walkthroughKeep every client subaccount documented as your agency grows
Fifteen clients, one standard. Every account documented the same way, so anyone on your team can cover any client without booking a meeting first.
See the walkthroughCut the support load of your SaaS-mode clients
Every 'quick question' eats your SaaS-mode margin. Give each client a link that explains their own system, and let your team keep only the real judgment calls.
See the walkthroughDocument your agency before you sell it (or audit one you're buying)
An agency sale runs on proof. Turn the GHL accounts in the deal into maps and plain-language docs both sides can check — no credentials changing hands.
See the walkthroughHand off a GHL account to your client — with real documentation
When a client takes their GHL account in-house, hand them a mapped, documented system their team can actually run — not a login and good luck.
See the walkthrough