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Flagship snapshot168 build hours144+ assets

B2B & Professional Services GoHighLevel snapshot

Consultants, agencies, SaaS and B2B service firms

Outbound-to-booked-call pipelines, proposal chasing and client reporting.

  • Multi-channel outbound sequence with a booked-call goal
  • Proposal-sent pipeline with an automated chase and a clean exit
  • Onboarding pipeline that runs the first 30 days of a new client
  • Monthly client-reporting workflow with a dashboard snapshot
Get this snapshot

$447$647

One-off · unlimited installs

Contents

8
Funnels & sites
36
Workflows
5
Pipelines
62
Email templates
22
SMS templates
11
Forms & surveys

Everything above imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see the14-point import checklist.

Why this build is shaped the way it is

What is actually in the box, counted

No conversion claims. What a snapshot produces depends on the client, the offer and the ad spend behind it — so here is what you are buying instead, straight from the build.

In the build 01

36

tested workflows, every branch named and every trigger documented.

Funnels & sites8
Workflows36

B2B & Professional Services · Flagship · 168 build hours

The problem

B2B deals die in the gap

Between a good call and a signed proposal there is a two-week silence. Most of this snapshot is built to occupy that gap intelligently.

The build

Also runs your own agency

Agencies install this one internally first. It is the same machine you sell, which makes the demo honest.

The rebrand

Your operating system, resold

The highest-margin snapshot in the catalog, because professional-services buyers price on time saved, not on tools.

The four modules

What actually does the work

Outbound engine

Email, LinkedIn task and call task in one sequence with a shared exit condition, so a reply anywhere stops everything everywhere.

Proposal chase

A five-touch follow-up on sent proposals with a decision-deadline mechanic and an explicit no path that closes the record cleanly.

Client onboarding

A 30-day onboarding pipeline with kickoff, access collection, first deliverable and a day-30 check-in, all task-driven.

Reporting loop

A monthly workflow that assembles the numbers, notifies the account manager and sends the client a branded summary on schedule.

Specifics

Questions about the b2b & professional services build

General FAQ

Also in the catalog

Other verticals agencies pair this with

Pro

Dental & Orthodontics

Dental practices, orthodontists, implant clinics

New-patient capture, recall reactivation and no-show recovery for chair-time businesses.

Funnels
7
Flows
34
Emails
46
SMS
38

$397$597

53+ assets · unlimited installs

Pro

Med Spa & Aesthetics

Med spas, injectables, laser and body clinics

Consult-to-treatment funnels, package upsells and membership retention.

Funnels
8
Flows
37
Emails
52
SMS
41

$397$597

59+ assets · unlimited installs

Pro

Real Estate

Agents, teams and brokerages

Speed-to-lead dialling, listing alerts and a long-horizon seller nurture.

Funnels
9
Flows
31
Emails
58
SMS
44

$347$497

52+ assets · unlimited installs

Next step

Ship the b2b & professional services system under your brand.

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