GoHighLevel and SaaS Support Specialist
I help agencies onboard and support clients across their GoHighLevel sub-accounts, configure CRM systems and workflows, and troubleshoot the issues that affect day-to-day operations.
Agency sub-account onboarding, white-label SaaS support and client training.
Services
Get new agency sub-accounts ready for daily use with structured onboarding, account duplication and customization, contact imports, calendars, inquiry forms and a clear handover.
Shape the CRM around how your team actually works, with pipelines, forms and follow-up that connect end to end across your sales and booking journeys.
Help agency sub-account users work through calendar, booking-link, form and workflow issues, with clear explanations, ongoing client communication and escalation where needed.
Support lead-capture journeys and give teams the confidence to run their system day to day with practical walkthroughs and documentation.
Selected work
Two recorded walkthrough case studies, connected automation systems and supporting written case studies across onboarding, CRM configuration, data work and funnels.
A walkthrough of onboarding and ongoing support within a white-label GoHighLevel agency, from client intake and account preparation to handover and user support.
Purpose
Gather the information needed for a client account, adapt the setup to the business and help the client start using the CRM.
Work shown in the walkthrough
Contribution
Client onboarding, sub-account customization, documentation, walkthroughs and technical support, including revising snapshots and adapting account setups.
Key moments in the walkthrough
A client handover walkthrough explaining a connected funnel for lead capture, qualification, appointment booking, webinar follow-up and offer pages.
Purpose
Show the client how the pages connect, how a lead moves through the journey and what is needed for launch.
Work shown in the walkthrough
Contribution
Funnel configuration and client handover, explaining page connections, customer journeys, follow-up and launch dependencies.
The handover identifies calendar availability, payment-provider connection and client assets as launch requirements still to finalize.
Key moments in the walkthrough
Automation Case Studies
An automation architecture handling the full customer lifecycle from lead capture through appointment booking, estimate review, contract execution and internal operational handoffs.
System architecture note: Customer and team actions connect these six workflows. They operate as distinct, coordinated automations triggered by specific system milestones rather than a single uninterrupted sequence. All enrollment counts and private account identifiers in the canvas captures are privacy-edited.
Inquiry capture, scheduled nurture and reply-based follow-up shown in the workflow overview.
Configured trigger
Submission of a specified inquiry form.
Creates an open opportunity, maps inquiry fields, alerts staff and starts an email/SMS nurture sequence. A later interest check waits for a reply for up to two days and routes recognized replies or a timeout into the configured follow-up actions. The positive route adds an SMS and a two-day wait. Positive, negative and timeout routes use the same configured destination stage.
Appointment confirmation, reminders and later reply/timeout paths in the workflow canvas.
Configured trigger
A confirmed appointment on a specified calendar.
Adds the booking tag, creates an appointment-booked opportunity and removes generic lead nurture. Sends internal notifications, customer confirmation and reminders 48 hours, 24 hours and one hour before the appointment, followed by timed email/SMS follow-up with reply and timeout branches.
These automations handle estimate review, client acceptance, agreement dispatch, date selection and deposit handoffs.
A sent estimate starts a three-day follow-up sequence. Live enrollment counts have been redacted.
Runs the opportunity action, waits three days, sends the configured SMS and waits for a reply. No later actions are shown.
Accepted-estimate event, user assignment, prior-follow-up removal and contract sending.
Assigns the contact to a user, removes the Estimate Sent follow-up workflow, sends an SMS and then sends the configured contract through email and SMS.
A matching document status starts the booking-link SMS. The client-specific template name is redacted.
Sends an SMS containing a date-selection link from account custom values. The screenshot shows Signed/Accepted filtering and a single SMS action.
Booking confirmation triggers customer communications and an internal operational handoff.
Assigns the contact to a user, sends an SMS, emails deposit-form instructions using account custom values and alerts staff to open the contact record and select the booking type.
Supporting written case studies
Written case studies across agency onboarding and sub-account configuration, estimate-to-booking operations, contact and booking migration, and lead qualification funnels.
Agency sub-account onboarding, configuration and SaaS support
Helped agency clients get their sub-accounts ready for daily use through structured onboarding, account duplication, contacts, calendars and clear client guidance.
Workflow support and client training
Connected pipeline stages, estimates, contract signing, pricing and reminder steps through a practical client walkthrough.
Contact import, data checks and handover
Imported 1,593 contacts and 90 bookings, then guided the client through record quality checks and booking confirmation steps.
Funnel handover and customer-journey explanation
Explained a lead generation funnel with survey qualification, call booking, webinar registration, offers and post-purchase confirmations.
Agency experience & agreed scope
These four agreement and scope excerpts document formal, agreed-upon responsibilities across client onboarding calls, sub-account duplication, CRM customization, snapshot deployments, website/workflow support and ongoing agency technical assistance.
Scope context: These excerpts reflect formal service agreements and agreed deliverables for agency sub-account operations. All client names, commercial rates and private identifiers are redacted for privacy.
Service-agreement excerpt presented alongside the scope pages that describe the responsibilities.
A service-agreement excerpt presented alongside the scope pages that describe the responsibilities. Commercial terms are covered in the supplied image.
Contracted snapshot, CRM and rollout responsibilities.
The documented scope includes snapshot management and creation, workflows, funnels, email campaigns, CRM management, documentation and loading/sharing snapshots for clients.
Website, workflow and community-support scope.
The services excerpt covers website builds, answering community questions, building workflows and repurposing video content into blog posts.
GoHighLevel onboarding, account customization and technical-support responsibilities.
The scope covers client onboarding calls, account duplication and customization within GoHighLevel, customer support and agency technical support.
Working together
My working approach, whether onboarding an account, updating a booking journey or investigating a workflow issue.
Map how your team works today, whether onboarding an account, updating a booking journey or investigating a workflow issue.
Set up pipelines, calendars, forms and follow-up around that process, with sensible defaults and clear naming.
Test the booking links, automation and key paths where access permits, and note anything that needs escalation.
Walk the team through the setup with Loom walkthroughs and written notes so they can run it day to day.
Daniel Kayode
GoHighLevel & SaaS Support Specialist
GoHighLevel & SaaS Support Specialist
About
I build and support GoHighLevel systems for agencies and the businesses they serve. My work spans client onboarding, CRM configuration, automation and ongoing technical support.
I configure agency sub-accounts, customize snapshots, build funnels and forms, organize pipelines, and connect calendars, email and SMS workflows. My experience also covers contracts, estimates, invoicing and client handover.
Alongside implementation, I troubleshoot the issues that affect everyday operations: workflows that fail to trigger, booking conflicts, form redirects and account configuration problems. I provide clear guidance through onboarding calls, Slack support, Loom walkthroughs and practical documentation.
Working across multiple client accounts has taught me to understand the business process before configuring the system. I test the customer journey, document the setup and help clients feel confident using their CRM.
Whether you need a new GoHighLevel setup, improvements to an existing account or ongoing support for your agency's clients, I can help.
FAQ
Common questions about working together on your GoHighLevel setup, agency sub-accounts and ongoing support.
Contact
Need help onboarding clients, configuring a CRM, improving a booking workflow or working through a technical issue? Tell me what you want your system to do and where you need support.
Or email directly at kayodekehindedaniel@gmail.com.
Focus
GoHighLevel setup, automation and support
Agency sub-account onboarding and white-label SaaS support.
Client training and day-to-day technical support.
