As a marketing agency owner, having a growing client base is fulfilling and rewarding. It helps increase sales and fasten business growth.
But let’s be honest. Staying on top of and meeting each client’s needs is challenging, especially if you don’t have a platform that allows you to manage them separately.
This is the main reason why I decided to switch to this platform. As an agency owner and a GoHighLevel user, I can attest to how their sub-account feature has changed how we handle customers and projects.
Let me walk you through this feature so you’ll know how it works.
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What Is A Sub-Account in GoHighLevel?
A GoHighLevel sub-account is a dedicated space where you can manage everything for one client. This includes interacting with their customers, sending emails, and running marketing campaigns across different channels.
Managing each client’s needs separately through using different sub-accounts is much better, as this would ensure that one client’s stuff doesn’t overlap or interfere with another.
The number of sub-accounts you can create depends on the pricing plan you opt for. You can make them inside your agency account.
If you choose the Starter Plan, you can create three sub-accounts. Meanwhile, the higher plans (Unlimited/Freelancer and Saas Pro) allow you infinite sub-accounts.
What Are the Benefits of Using GoHighLevel Sub-Accounts For Your Marketing Agency?
Here are several advantages that come with sub-accounts in GoHighLevel.
- Better Client Management. Let’s say you’re in charge of handling the social media accounts for several clients. Without sub-accounts in place, it’s entirely possible for you to post content meant for client A on client B’s account. Sub-accounts ensure that all these things are organized so there is no mix-up.
- Exclusive Data and Features. Each client has a social media planner, website builder, funnel builder, email tools, pipeline, booking calendar, blogging, analytics, automation, and SMS features, and other necessary business tools. Moreover, resources are not shared in GoHighLevel unless you set them up that way, thus maintaining the uniqueness of every customer’s plans and results.
- Enhanced Security. In GoHighLevel, you can control whom you give permission to and which sub-accounts and parts they access. This allows you to protect sensitive information and ensure that only the appropriate team members can view or modify specific data.
- More Profit. With higher-tier plans like the Unlimited/Freelancer and SaaS Pro plans, you can scale up as much as you need. You can add new clients, create sub-accounts, and even sell them as SaaS under your name without worrying about increasing costs.
GoHighLevel Agency Account vs Sub-Account
When you manage your marketing agency using GoHighLevel, you’ll encounter two types of dashboards – the agency and sub-account.
Each of them fulfills a specific purpose.
Agency Dashboard
You can consider it your central command center, where you can oversee your agency’s general activities.
On this page, you can set up your customer accounts, find more clients, add third-party apps for reselling, and learn more about GoHighLevel and how you can maximize it.
It also gives you a top-level perspective on your agency’s performance and provides access to your company and account details where you might want to make adjustments.
Sub-Account Dashboard
On the other hand, this dashboard offers more specialized features for running your client’s business. Of course, you can also use it for your marketing agency.
This place allows you to create marketing campaigns, receive messages, interact with your client’s customers and prospects, and build high-converting landing pages, websites, and funnels.
But that’s not all. The sub-account dashboard lets you access contact lists, receive and monitor payments for your client’s products and services, and nurture leads. You can additionally create courses, memberships, and communities for the sub-account’s audience, which can come in handy if you are white-labeling HighLevel.
In short, the agency dashboard is for managing your agency’s overall performance, while the sub-account houses the tools needed for client-specific operations.
How to Create a Sub-Account from Your GoHighLevel Agency Account
If this is your first time using GoHighLevel, you’ll immediately see this form after registering.
All you have to do is fill it out, and the platform will automatically create a sub-account.
However, to add a new one, go to the “Sub-Accounts” tab and choose “+Create Sub-Account.”
Next, choose a snapshot. You can select the “Blank Snapshot” or the closest template that fits your client’s business nature. I’ll use Marketing Agency Snapshot for this example.
Find your client’s business through the Google-powered search bar. If they don’t have an account with Google My Business, you’ll have to add their details manually.
Provide your client and business details, such as name, email address, physical address, etc., then click “Save.”
The new user account will reflect on the “Sub-Accounts” tab. Click the three dots and select “Manage Client” to edit details, add a note or task, or view advanced settings of a specific sub-account.
Lastly, provide access to your client and their support team members (if any). Go to “Settings” inside your agency account and choose the “Team” tab. Click “+Add Employee.”
Type in your client’s details and click the arrow down for User Permissions. The default user permission provides access to everything inside your client’s account. Make sure to toggle off those areas where you don’t want your client to see or make any changes.
Go to User Roles and choose the type, role, and sub-account for this permission. Don’t forget to click “Save.”
Exit the agency view and enter a sub-account by selecting “Click here to switch” and then choose one client account.
FAQs
What Are GoHighLevel Sub-Accounts?
GoHighLevel sub-accounts are exclusive workspaces for each of your client’s businesses, allowing you to manage their campaigns, communications, and data separately and securely.
How Many Sub-Accounts Can I Have on GoHighLevel?
The number of new sub-accounts you can add depends on your plan. The Starter Plan allows up to three, while the Unlimited/Freelancer and SaaS Pro Plans offer unlimited sub-accounts.
Does the Sub-Account Dashboard Differ From the GoHighLevel Agency Account Dashboard?
Yes, the sub-account dashboard is tailored for managing specific client activities and features, whereas the agency dashboard provides a broader view of overall agency performance and client management.
Conclusion
The sub-account feature from GoHighLevel makes it easy for you to manage your clients in a more personalized, secure, and efficient manner. This tool helps organize each client’s data and allows your agency to scale smoothly.
Sign up for a free GoHighLevel trial today, and follow the steps above to create a sub-account for your business or clients.
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