Agency SaaS Account Management
Day-to-day management of a white-label marketing software agency account: sub-accounts, snapshots, reselling and revenue reporting in one dashboard.
448 customers on the managed agency account
Marketing Agencies & SaaS
Your agency runs on GoHighLevel — so every broken workflow is a client problem. I build and fix the advanced automation, snapshots and SaaS setup behind your service.
Problems I solve
Every new client means rebuilding the same setup by hand.
Clean, documented snapshots that deploy a proven system to new sub-accounts in minutes.
CRM Setup & Pipeline ManagementComplex workflows break and nobody can say why.
Troubleshooting and a rebuild designed to scale, not just to function.
Audits, Troubleshooting & Account ManagementYou need more build capacity without hiring.
A white-label-friendly GoHighLevel specialist for advanced workflows, AI agents and integrations.
Workflow Automation & Lead NurturingKind words
“Joseph delivered exceptional work on our GoHighLevel automation and CRM architecture. He clearly understands advanced workflows, SaaS mode, snapshots, and complex automation logic at an expert level. Everything was built cleanly, documented properly, and designed to scale, not just to function.”
GoHighLevel Automation & CRM Architect (Advanced Workflows, AI & SaaS Mode)
Jean-Francois RicherFounder, Richer Automation
Review on Upwork · Feb 2026 (opens in a new tab)Yes. I can build inside your agency’s sub-accounts and hand over documentation in your name, so your clients deal with you.
Yes — SaaS mode configuration, snapshots and the advanced workflow logic behind them, built cleanly and documented so your team can maintain it.
Yes. I work remotely with businesses across the United States, Canada, the United Kingdom and Europe, and schedule calls in your time zone.
Let’s talk
Tell me where leads are slipping through or time is being wasted. On a free discovery call I’ll show you what to automate first — and what result to expect.
Prefer to text? WhatsApp me on +1 (914) 473-5712
Online · instant answers
Automated assistant. Joseph replies personally on WhatsApp or by email.
Tap the button and start talking.