Marketing Agency Snapshot Setup: 4 Steps for Rapid Client Wins | GHL Guide

Let’s break down the snapshot setup process in GoHighLevel. It’s simple, quick, and happens right in the Sub-Accounts section—your hub for managing all client accounts. In just a few steps, you’ll create a new sub-account and apply a ready-to-go snapshot. No tech headaches, no guesswork—just a clean setup that gets your client moving fast.

Next, we’ll show you exactly where to click in your GoHighLevel dashboard to set up a new sub-account. Make sure to select “Regular Account”—it’s a small step that makes a big difference. After that, you’ll find the Affiliate Marketing Agency Snapshot in the template list. Choose it, enter your agency’s details, and hit “Save.” That’s it. Your Marketing Agency Snapshot Setup will be ready to roll. Simple, clean, and set up the right way.

Before you jump into setup, here’s a quick look at what you’ll get with the Marketing Agency Snapshot Setup—built to help you launch your affiliate marketing agency faster and with less hassle:

✅ A pre-configured system to track affiliate performance
✅ Ready-made email sequences to onboard new affiliates
✅ Custom funnels for recruiting and managing partners
✅ Automated workflows to handle follow-ups and nurture leads
✅ Dashboards designed to show key affiliate metrics at a glance

• The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL

1.1.  Click on the Sub-Accounts Menu Item.

• Access the Sub-Accounts section of GoHighLevel in the Agency View
  • You’ll now be in the Sub-Accounts section of GHL, where you can create a new sub-account.

1.2. Click the “Create Sub-Account” button.

• This button is usually located at the top right of the Sub-Accounts dashboard.

• On the Sub-Accounts dashboard, you will find options to manage your existing sub-accounts and create new ones.

2.1 Select “Regular Account” from the available account types.

• You’ll see multiple options—choose “Regular Account” for this setup.
• The system will proceed with the standard sub-account creation flow.

2.2. Hover over the “Affiliate Marketing Agency Snapshot.”

• This highlights the snapshot and reveals additional options.

2.3. Click “Select & Continue.”

• This assigns the Affiliate Marketing Agency Snapshot to your new sub-account.
• You’ll move forward with this snapshot as the template for your account build.

2.4. Click “Setup Guide.”

• This opens a resource (either a pop-up or new tab) detailing the recommended next steps and configuration tips.
• You’ll gain insight into how to fully utilize the snapshot you just selected.

• You can either search for the agency’s existing listing to automatically populate some fields or manually enter the business information.
• Perform either Step 3.1 or Step 3.2, depending on whether the business is already listed.

3.1. Search for the agency’s existing listing.

• Enter the business name or related keywords into the search bar. If a match appears, select it to auto-populate key business info.
• Some fields will be filled in automatically, saving time.

3.2. Alternatively, click “Add Manually” to enter details yourself.

• If no listing is found or you prefer manual entry, choose this option. Blank input fields will be provided.
• You’ll be able to input all agency details from scratch.

• Fill in all the necessary details for the sub-account.

4.1. Enter all required business details.

• Fill in fields such as agency name, address, phone number, email, and website. Mandatory fields are typically marked clearly.

4.2. Review all information for accuracy.

• Double-check each entry to avoid errors.

4.3. Click the “Add Sub-Account” button.

• This is typically found at the bottom of the form.
• Your new sub-account is now created with the Affiliate Marketing Agency Snapshot applied.

Once the sub-account is created with the snapshot, you can customize it further. This includes setting up general business information, adding staff members and their permissions, and integrating phone numbers for communication. You can also explore other settings relevant to the Affiliate Marketing Agency Snapshot to tailor it to your specific requirements.

Think about this scenario: You just landed a new affiliate marketing agency client. Instead of sinking hours – maybe even days – into manually setting up their GoHighLevel account with all the necessary funnels, email sequences, automation workflows, and tracking, you can now do it in freakin’ minutes. By using the Affiliate Marketing Agency Snapshot, you’re giving them a system that’s already dialed in for their specific needs, all thanks to a smooth marketing agency snapshot setup.

This kind of setup isn’t just efficient—it’s a smart move for your bottom line. It lets you onboard clients faster, take on more work, and keep your team focused on what actually matters: strategy and client success. No more wasting hours on repetitive tasks. And because every new client gets the same high-quality starting point, you’re delivering better results from day one. That means happier clients who stay longer. It’s not just about saving time—it’s about growing your agency without the chaos.

Getting new affiliate marketing clients set up in GoHighLevel doesn’t need to be a headache. The Affiliate Marketing Agency Snapshot gives you and your clients a solid head start. Instead of building everything from scratch, you’ll have the core systems in place from day one. That means faster onboarding, less back-and-forth, and more time focused on driving results.

Ready to see what all the fuss is about? Jump into your GoHighLevel account, click on “Sub-Accounts,” and check out the Affiliate Marketing Agency Snapshot today. Unlock some serious agency power and get back to focusing on what actually matters – growth and wins, starting with a smart marketing agency snapshot setup!

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