For agencies running GHL as SaaSSaaS operations · 6 workflows

SaaS Automation Pack

Selling GoHighLevel as SaaS means running a software business: trials that go cold, cards that expire, accounts that need provisioning, clients who quietly stop logging in. Do it manually and the admin eats the margin the SaaS model was supposed to create.

Buy now — $35Or all 5 packs for $127
Secure checkout via StripeVISAAMEXInstant delivery · Unlimited sub-accounts
What you get
  • Trials driven to first value, where conversion is decided
  • Failed payments recovered before they become churn
  • Sub-accounts provisioned the moment payment clears
  • Cancellations answered before they are processed
  • Upgrades prompted when the plan starts pinching
  • Churn, recovery and MRR reportable without a spreadsheet
$35$199
One-time · 37 built steps · yours to keepBuy now — $35
Without it

Selling GoHighLevel as SaaS means running a software business: trials that go cold, cards that expire, accounts that need provisioning, clients who quietly stop logging in. Do it manually and the admin eats the margin the SaaS model was supposed to create.

With it

This pack automates the whole subscription lifecycle — onboarding, conversion, dunning, provisioning, churn saves and upgrades — so the business runs without you in it.

What's in the pack

All 6 workflows, step by step.

This is the actual build, not a summary of it — every trigger, delay, message and branch, for each workflow in the pack.

1

Trial Signup & Onboarding Workflow

Gets a trial from signup to first value fast — the only thing that predicts whether they convert.

A new SaaS trial is startedEmailSMS
  1. 1
    Instantly

    Send the welcome and login

    Email — credentials and the single first action

  2. 2
    +30 minutes

    Nudge if not logged in

    SMS — one tap back into the account

  3. 3
    Day 1

    Send setup step one

    Email — connect a channel, nothing else

  4. 4
    Day 2

    Book the onboarding call

    SMS — calendar link

  5. 5
    Day 4

    Send setup step two

    Email — import contacts and turn on one workflow

  6. 6
    Day 7

    Check activation

    Branches on whether they have sent anything yet

  7. 7
    If inactive

    Escalate to a human

    Internal call task — the save happens here or not at all

2

Trial-to-Paid Conversion Workflow

Converts the trial before it lapses, with the offer escalating as the deadline closes.

A trial is 7 days from expiryEmailSMS
  1. 1
    7 days out

    Send the value recap

    Email — what they built and what they would lose

  2. 2
    4 days out

    Send the plan comparison

    Email — which plan fits their usage

  3. 3
    2 days out

    Send the deadline warning

    SMS — days remaining, one-tap upgrade

  4. 4
    1 day out

    Offer the incentive

    Email — first-month discount if they commit now

  5. 5
    On expiry

    Downgrade and hold data

    Account limited, data kept for 30 days

  6. 6
    +7 days after

    Send the win-back

    Email — data still there, one click to restore

  7. 7
    On upgrade

    Halt and provision

    Stops the sequence, triggers provisioning

3

Failed Payment Recovery Workflow

Dunning that actually recovers — most failed payments are expired cards, not churn decisions.

A subscription payment failsEmailSMS
  1. 1
    Instantly

    Send the soft notice

    Email — card declined, one link to update

  2. 2
    Day 2

    Send the SMS reminder

    SMS — short, with the update link

  3. 3
    Day 4

    Retry the charge

    Automatic retry, second attempt

  4. 4
    Day 5

    Send the service warning

    Email — what pauses and when

  5. 5
    Day 7

    Retry and escalate

    Final retry, internal alert to the owner

  6. 6
    Day 10

    Pause the sub-account

    Access limited, data retained

  7. 7
    On payment

    Restore and confirm

    Reinstates access, halts the sequence

4

Sub-Account Provisioning Workflow

Turns a payment into a working sub-account without anyone opening the dashboard.

A payment succeeds for a new clientEmail
  1. 1
    On payment

    Create the sub-account

    Provisions with the plan's snapshot applied

  2. 2
    Instantly

    Send credentials

    Email — login, first steps and the support route

  3. 3
    +1 hour

    Create the internal setup task

    Internal — anything that needs a human

  4. 4
    Day 1

    Send the kickoff booking link

    Email — onboarding call

  5. 5
    Day 3

    Check the account is live

    Branches on whether channels are connected

5

Cancellation Save Workflow

Asks why before processing it, and answers the reason — most cancellations are one unfixed problem.

A client requests cancellation or clicks cancelEmailSMS
  1. 1
    Instantly

    Ask the reason

    Email — one question, four options

  2. 2
    On price

    Offer the downgrade

    Email — the cheaper plan, not a discount

  3. 3
    On 'not using it'

    Offer a setup session

    SMS — free call to get it working

  4. 4
    On missing feature

    Escalate to the owner

    Internal — roadmap answer beats a discount

  5. 5
    Day 2

    Send the human follow-up

    Internal call task before it processes

  6. 6
    On confirmed cancel

    Offboard cleanly

    Exports data, sends it, tags as churned

  7. 7
    Day 45 after

    Send the win-back

    Email — what has changed since they left

6

Usage-Based Upgrade Workflow

Prompts the upgrade at the moment the current plan starts pinching, rather than at renewal.

A client crosses a usage threshold on their planEmailSMS
  1. 1
    At 80% of limit

    Send the heads-up

    Email — where they are against the plan

  2. 2
    At 100%

    Send the upgrade offer

    SMS + Email — one-tap upgrade, no downtime

  3. 3
    On upgrade

    Apply and confirm

    Raises limits, confirms the new plan

  4. 4
    If ignored

    Alert the account owner

    Internal — a conversation, not another email

In the box

What actually lands in your account.

Built into this pack

  • Six SaaS lifecycle triggers, pre-wired
  • Eleven written SMS messages
  • Twenty-two written emails
  • Dunning retry schedule, configured
  • Provisioning hooks and setup notes
  • Cancellation reason capture and branching
  • Usage-threshold custom fields
  • Churn, recovery and MRR reporting fields

Included with every purchase

  • One-click import link for your GoHighLevel sub-account
  • Every message written and ready to send
  • Setup notes covering triggers, fields and tags
  • Opt-out handling wired in, so you stay compliant
  • Free updates whenever a workflow is improved
  • Yours to use in unlimited client sub-accounts
Works best with

Start with the Inbound Lead Nurture Pack

These workflows write to custom fields, move pipeline stages and book into a calendar. If your sub-account doesn't have them yet, the Inbound Lead Nurture Pack ships the funnel, calendar, pipeline, form and field taxonomy, named exactly as this pack expects.

Get the Foundation Pack — $35

SaaS Automation Pack

The back office for running GoHighLevel as SaaS — trial onboarding, trial-to-paid conversion, failed-payment recovery, sub-account provisioning, churn saves and upgrade prompts.

$35$199
One-time · 6 workflows · 37 built stepsBuy now — $35
Secure checkout via StripeVISAAMEXImport link emailed within minutes
Questions

Before you buy it.

How do I get it after buying?
You're taken straight to a booking page after checkout, and the one-click import link lands in your inbox within a few minutes. Importing the pack into your GoHighLevel sub-account takes about two minutes.
Do I need the Foundation Pack as well?
Only if your sub-account doesn't already have a calendar, pipeline and the custom fields these workflows write to. The Foundation Pack ($35) contains all of them, named exactly as this pack expects. If you already have your own setup, you can remap the fields in a few minutes instead.
Can I import only some of the 6 workflows?
Yes. They import as separate workflows, so you can publish the ones you want today and leave the rest unpublished. Nothing fires until you turn it on.
Can I use it in more than one sub-account?
Yes. Every purchase is yours to import into unlimited sub-accounts, including your clients'. There's no per-account licence and no recurring fee.
Is the copy written, or do I have to write it?
Every message ships written. They're written to be edited — your business name, offer and booking link are custom values, so changing them once updates every message across all 6 workflows.
Do I need a particular GoHighLevel plan?
Any plan with workflows, which is all of them from Starter up. Some steps use SMS and email, so you'll need those channels connected and — for SMS in the US and Canada — A2P registration completed.
Or take the lot

All 5 packs for $127.

Every workflow in the library in one import — inbound leads, appointments, Google Business Profile, reactivation, retention, SaaS operations and the foundations.

Get the whole library — $127Browse all packs