We built this after watching SaaS teams leak trials and bleed churn
A team of automation specialists, SaaS operators' favorite tech partners, and ex-agency operators who got tired of watching solo founders and small teams watch paid trials go cold after a single welcome email.
It started with one call from a frustrated SaaS founder
Three years ago, we were a general-purpose GoHighLevel agency. We built funnels for HVAC companies, dental clinics, gyms — anyone who'd pay. The work was fine. The results were fine. Then we onboarded a B2B SaaS founder, and everything changed.
His product was generating 400 trials a month from paid ads. He was converting maybe 60. The other 340 went cold after the welcome email — no activation nudges, no in-app follow-up, no dunning sequence when cards declined. By day 14, those users had already churned silently.
We built him a 10-day activation sequence, behavioral lifecycle emails, smart upgrade nudges, and a failed-payment recovery loop. His trial-to-paid rate doubled in 60 days. He kept calling us with the same line: "Build this for every SaaS founder. Every single one of them needs this."
So we did. We narrowed our entire agency to one niche: SaaS founders and GHL-reseller agencies. We took everything we learned from his account and turned it into a snapshot — refined as we installed it for the next team, and the next. Today, that snapshot drives activation, retention, and expansion revenue for 80+ SaaS teams.
B2B SaaS Team · 60-day results
Illustrative scenario based on the anonymized first deployment. Individual results vary by product, pricing model, and existing onboarding setup.
What makes us different from a generic GHL agency
Most GHL agencies are generalists. They sell the same funnel template to a chiropractor and a SaaS startup. The result is mediocre for both. Everything in our snapshot — the onboarding sequences, the email copy, the SMS scripts, the AI-driven activation nudges, the pipeline stages, even the way we handle dunning and failed-payment recovery — was written specifically for SaaS teams by people who have watched 80+ deployments in the wild.
When a trial user hits day 3 without activating a core feature, our system knows to trigger a targeted in-app nudge and a personal-feeling email. When a paid customer's card declines, the dunning sequence fires within 2 hours — not 48. When NPS drops below 7, the customer success workflow escalates to a human. That specificity is the difference between a snapshot that "kind of works" and one that meaningfully moves MRR.
Our values
Six rules we hold ourselves to — that's the agreement we make with every team we work with.
Founders' time is sacred
No bloated dashboards, no theory-heavy training videos, no 'let's hop on a call' emails. Everything we ship works on day one.
Done-for-you, always
We install. We configure. We customize. The SaaS founder focuses on building product and closing deals.
Transparent pricing
$1,200 once. No upsells, no monthly subscription traps. The only ongoing cost is your GoHighLevel subscription — paid directly to GHL.
Compliance-aware by default
Our SMS and email sequences are built with TCPA and CAN-SPAM in mind. Opt-in language, unsubscribe paths, and consent capture are baked in from day one.
Real support
10 dedicated hours within 15 days. Real humans, not chatbots, not ticket queues.
One niche · all the focus
We chose SaaS and GHL-reseller agencies three years ago and never looked back. Every workflow tuned for trial-to-paid conversion and churn recovery — none of it generic.
From generalist agency to SaaS specialists
Same relationship, same standards
Whether you buy the snapshot ($1,200 one-time) or hire a dedicated GHL VA ($700–$1,200/month), the relationship is the same: we treat your team's CRM as our own. NDAs are signed before any access. Background-checked VAs only. Direct line to our team. Loom walkthroughs after every major change. Free dedicated project manager included on every plan.
If you want to see exactly how the snapshot works for your specific SaaS model or agency setup, the fastest way is to book a free 30-minute demo. We'll walk through the system live, customized to your product and growth motion. No pressure. No upsells.