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Professional services
Six kits for firms whose sale is measured in weeks and whose enquiries are worth too much to answer slowly. Intake in minutes, then a follow-up that is still running in month three.
The professional service kits solve a contradiction. The enquiry has to be answered in minutes, because a mortgage enquiry made at 9pm goes to whoever replies first, and a legal intake left overnight is a client somebody else has. But the sale takes weeks or months, and a follow-up sequence built for speed burns the relationship long before the decision is made.
So these six kits are built as two systems joined at the middle. The front is fast: instant capture across every channel, qualification, and a consultation booked on the first contact wherever the firm allows it. The back is patient: milestone updates, document chases that keep asking without becoming rude, renewal defence that starts before the date rather than after it, and a nurture track that can run for a year without exhausting its material.
The other thing this group shares is paperwork. Mortgage, insurance and legal all stall on a document somebody has not sent. The single highest-value automation in these kits is not lead generation at all — it is the polite, persistent, automatic chase that turns a stalled file into a completed one.
The kits
One per niche. Pick the one that matches where the enquiries come from — never load two into the same sub-account.
Configured for legal intake: every enquiry captured at any hour, consultations booked, matter updates sent, and nothing that resembles advice.
9 components · 1–2 business days
$850one-time
Open the kitConfigured for a long, document-heavy sale: enquiries qualified in minutes, documents chased until they arrive, borrowers updated at every milestone.
9 components · 1–2 business days
$1,500one-time
Open the kitConfigured for quotes and renewals: every quote followed to a decision, every renewal defended before the date, every household reviewed for cover gaps.
9 components · 1–2 business days
$1,000one-time
Open the kitConfigured for speed and patience at once: portal enquiries answered in seconds, viewings booked on the call, and buyers nurtured for the year until they move.
9 components · 1–2 business days
$1,100one-time
Open the kitThe kit an agency loads into its own sub-account: discovery calls booked, proposals followed, reporting cadence kept, churn caught before the notice email.
9 components · 1–2 business days
$1,000one-time
Open the kitConfigured for two audiences at once: candidates answered in minutes, clients kept informed, and a dormant candidate pool that becomes an asset again.
9 components · 1–2 business days
$950one-time
Open the kitWhat the phone actually does
Configuration follows demand. If your client's phone does something else, the kit is the wrong one and we would rather say so.
01
Portal leads, form fills and out-of-hours calls. Response time is the whole competition at this stage, and it is decided before anyone has evaluated the firm at all.
02
Payslips, ID, signed forms, a valuation. Files stall here more than anywhere else, and the chase is exactly the kind of repeated, unglamorous, relationship-sensitive task that automation is genuinely good at.
03
Nobody buys a house, a policy or a legal engagement in a week. The follow-up has to still be running in month three, with material that has not been used twice.
04
Insurance renewals, retainers, contracts. Defended before the date and they hold; contacted after it and you are competing on price with someone who already switched.
Same nine, configured differently
Every kit on this site carries the same nine components. These four are the ones that are configured most distinctly for this group.
Qualifies against the firm’s own criteria and books a consultation on the call. In the legal configuration it is explicitly bounded — it captures the matter and never resembles advice.
Runs on a longer horizon than any other group: value-led touches spaced across weeks, with the sequence exiting the moment the client engages rather than continuing to sell to someone already in process.
Milestone updates during the matter, then renewal defence and annual review afterwards. This is the component that turns a one-off completion into a client for a decade.
Aimed at a specific and very valuable list: enquiries that were qualified, never converted, and were never contacted again. In a mortgage or insurance book this is usually the largest asset in the CRM.
Illustrative scenario
Assumptions
Nine stalled files is the working number. The value of automating the chase is not that it converts more of them than a diligent human would — it is that it happens on every file, on schedule, without depending on which files somebody remembered this week. Put the firm’s own average file value against nine, and treat the result as a scenario to interrogate rather than a projection to present.
Who this is wrong for
Saying who a kit is wrong for is the most useful thing on the page. If none of these describes your client, the kit fits.
Have it built instead
Same nine components, configured and tested by us, handed back with the build sheet.
You send the client details. We hand back a configured, tested, live sub-account and the build sheet that explains it.
Open the briefManaged end to end: segments built, opener written, batches throttled, replies triaged, results reported honestly.
Open the briefThe three things every scope statement lists as quoted separately, delivered properly: integrations, API work and custom software.
Open the briefOften added alongside: AI receptionist setup and voice tuning, Review engine setup and reputation recovery, Snapshot loading and account migration. Each is scoped and quoted on its own page.
Delivery and support
Clear edges make a better engagement than a long list of exclusions. Here is where the included support ends and where a quote begins.
Included with every kit
Quoted separately, or run by a VA
All four are real services we offer — seeintegrations, APIs and custom software. They are scoped and quoted so you know the cost before anyone starts.
Before you load one
Loading is a click. The work either side of it is what these cover.
Fundamentals
A GoHighLevel sub-account is one client's isolated CRM inside your agency account. Here is what is isolated, what is shared, where the ID lives and what that means operationally.
Operations
Custom fields store data about a contact. Custom values store facts about the business. Getting the distinction right is what lets one snapshot serve forty sub-accounts.
Compliance
Brand then campaign, in that order. What each form actually wants, how long approval takes, the exact-match rule that fails most brands, and what to do when a campaign is rejected.
Migration
The sub-account transfer flow, the relationship number, the exclusions nobody mentions, and the pre-transfer audit that stops a client losing their phone number mid-move.
Or start with the full map:the complete guide to GoHighLevel sub-accounts.
Straight answers
The kits are built to be configurable for compliance, not to certify it. The legal and financial configurations avoid anything resembling advice, keep an auditable record of what was sent, and make every outbound template easy to have reviewed before publication. Your compliance officer signs it off, not us — and the load sheet is written to make that review straightforward.
Yes, and it must. Exit conditions are the part of any chase sequence that matters most: a client who has just uploaded their payslips and then receives a reminder to upload their payslips has learned that the firm is not paying attention. Every sending sequence in these kits ships with its exits configured, and testing them is a named step in the go-live pass.
Pick the kit matching where the enquiries come from. A broker who also sells protection is a mortgage sub-account with an added renewal track; an agency that also recruits is a marketing sub-account with a second pipeline. Two kits in one sub-account is the wrong answer — you get duplicate assets listening to the same triggers.
Pick the niche
Every kit is delivered 1–2 business days of purchase confirmation with 12 hours of installation support to use within 14 days.
No call required to buy a kit · replies within one business day
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