A 7-figure marketing agency had 12 active client sub-accounts in GoHighLevel — all built differently, none documented, none standardized. New clients took weeks to onboard because every setup started from scratch. The team had no repeatable delivery process, no SOPs, and no way to train new hires without months of hand-holding.

Two of their highest-value clients had been asking about AI chatbots for months. The agency kept saying "we're working on it."

They needed a complete operations rebuild — not a patch, a system.

Sub-Account Standardization: Audited all 12 existing client sub-accounts. Built a master GHL template — standardized custom fields, pipeline stages, workflow naming conventions, tag taxonomy, and calendar setup — then rebuilt each account to match. Every client account now runs on the same underlying architecture.

Conversation AI Deployment (2 Accounts): Deployed GHL Conversation AI agents on the agency's two highest-value client accounts. Each agent was trained on the client's services, pricing, FAQs, and booking rules. Human handover was configured across all three escalation scenarios. Both agents went live within the engagement window.

Playwright CLI Automation: Built browser automation scripts using Playwright CLI to handle GHL UI operations that the API doesn't support — workflow creation, pipeline building, and private key provisioning. Used for rapid sub-account setup and ongoing maintenance.

ClickUp Project Management System: Built a ClickUp workspace for the agency's internal delivery team — one project template per service type, milestone tracking, client communication logs, and a delivery checklist tied to every new client build. New clients now get onboarded in a predictable sequence.

SOPs and Onboarding Documentation: Wrote complete SOPs for every system in the stack — sub-account setup, workflow build process, client handoff, and monthly maintenance. Recorded Loom-style walkthroughs for each. New team members can now onboard to the GHL stack without direct training.

Ongoing Retainer: Retained post-delivery at $1,500/month to manage new builds, maintain existing systems, and support the team as the agency grows.

Agency went from ad-hoc delivery to a repeatable, documented fulfillment process

New client onboarding time cut significantly — all 12 sub-accounts now on the same architecture

Two client accounts now running 24/7 Conversation AI with zero additional staff

Agency team can train new hires using documented SOPs without additional support

Ongoing $1,500/mo retainer — continued monthly builds and platform maintenance

GoHighLevel · Zapier · ClickUp · Playwright CLI · Claude Code · GHL Conversation AI · GHL API