U.S. Veteran Owned and Operated! 🪖

Master Your HighLevel SaaS Agency's Operations with Ease.

Navigate Setup, Integrations, and Workflows Like a Pro – Starting Today!

Feeling stuck with the technical nuances of your HighLevel SaaS setup? Trying to onboard your new client and don't know where to start? Overwhelmed by confusing workflows, calendar integrations, and essential software functions, and you've spent hours on YouTube, hours in Support, ignored on Facebook, and just need someone to sit with to learn the basics?

You're in the right place. Empower your agency with our clear, expert guidance and turn complexity into simplicity. And all without breaking the bank, getting hammered with upsells, or getting locked into coaching contracts.

Individual Consultation Benefits:

Simplified SaaS Mastery: Demystify your SaaS platform's setup with step-by-step guidance.
Effortless Integrations: Seamlessly connect your calendars, tools, and applications.
Optimized Workflows: Implement efficient processes for streamlined operations and better focus.
Tailored Support: Get answers to your unique questions and challenges, ensuring no obstacle stands in your way.
NO Recurring Charges: This is a 1-2 hour Zoom consultation, not a recurring charge for ongoing support. There are some GREAT 3rd party 24/7 support options out there, I can even make some recommendations, but this is often not an option for a new agency with a limited budget.
NO Exorbitant Mastermind Fees or Courses: There are lots of great coaches and mentors out there, too, but many sit gated behind $10,000 (or more) coaching contracts.
Sometimes we just need some questions answered and don't have 5 days to wait for a ticket response....

Take the first step towards operational excellence today. Your journey to a more organized and efficient agency starts here.

Are You Facing These HighLevel SaaS Challenges?

Difficulty in setting up and managing client accounts
Confusion around automating workflows and sequences
Problems with integrating third-party tools and calendars
Lack of clarity on tracking and reporting features
What the heck is an opportunity stage?!
"Can I trigger a workflow with "______"?"
A2P - Need I say more? 😭
DNS Dedicated Domain records, including DMARC.
Hiding the Launchpad or Mobile App menu links, or creating Custom ones.

A couple of our favorite clients:

Misty King

"Brian made sure I understood everything I needed to do to manage my own business, not just build it all and disappear. He walked me through A2P for my own subaccount and I was APPROVED!!"

Simple SaaS, Inc.

"I was onboarding a client who wanted Missed Call, Text Back, Google integrated, and a Newsletter workflow. Brian helped me set this and more up in just 2 hours! I have taken what I've learned and set up client after client with ease."

Transform Your Experience with Tailored Solutions

Navigating a robust Customer Relationship Management tool like HighLevel can be a daunting task. There are a lot of great support options, and lots of great coaches and mentors. They all generally come with long-term commitments, not to mention some high costs.

And for every coach, there is 100 YouTube channels! So many have great content, but asking questions yields no real help, and often it's not a tailored solution to YOUR questions.

My team and I saw a need for something a little more simple. After sitting with a few dozen agency owners, I started seeing that there were a lot of the same questions, and we realized we can address most of the common setup questions in 1-2 hours.

So why me?

I started my SaaS journey over 2 years ago, almost by accident. I have a degree in Software Engineering and Design, graduating Magna Cum Laude with a degree (just look at that nerd face, of course I did) and two Object Oriented programming certificates. I was starting to dabble in some freelance work when someone who owned an agency needed some help in their weird "CMR or whatever" platform.

We sat for a couple of hours, they made me a subaccount sandbox, and I got after it.

I hated it 😅

"Who even designed this thing?" (Geniuses, turns out)

"Its so blah looking." (White Label Customization?!)

"There are so many buttons." (Because it does so much!)

"I'm tired of hopping between the different screens, how is this thing even programmed??" (See A-HA moment)

Then, the A-HA moment (we got there quickly)!

At its core, this beast of a program is just a front end (user interface), backend (automations and workflows), connected to a giant database (SQL). It IS Object Oriented programming, my educational forte, communicating with a giant relational database!

That was it. I suddenly understood how it was communicating internally. It's all about the Key:Value pairs! If that means nothing to you, don't worry, it's not on the test. But suddenly I understood its relationship to its own data, why page bouncing was critical,

why page reloads were critical,

why saving often was critical,

why...and on and on.

Long before AI hit the market, I was writing ChatBot style automations, responding to SMS and email channels via workflows and listeners, integrating with payment processors, setting up calendars, setting up reminder workflows, navigating A2P, and a bunch of other normal tasks. Word got out that some admin guy in another agency was doing some fun stuff, the agency I was an admin for shut down, and I suddenly inherited some clients.

Now nearly two years later, we are all still working together, and my team and I have grown beyond our dreams.

Any Other Reasons Why You?

Why, yes.

In addition to being an agency owner and another agency's admin, I was also a Technical Expert with a

3rd party support company supporting (wait for it)...

...new and struggling agency owners with common questions and providing solutions for all of the myriad 'stuff and things' required in the learning curve. And it was an absolute blast to impart A-HA moments onto other folks who were in the same shoes I had been. I only left because my own agency started to flourish.

How About Some Free "Stuff"!

And yet another reason: I have access to some A-MAZING snapshots. Snapshots are a bit of a buzz word, and often cost way more than they are worth. Instead of charging for them:

I've decided that I will offer 1 free snapshot during the initial support call.

If I don't have one that is industry related, we will find one that is close that is in my library, and I will send it on over! They can be super helpful to offer client demo's, or even see how some workflows are setup. I've spent a lot of $$ and time accumulating them, so I'm happy to share to help you along your journey from struggling SaaS owner to possibly consulting yourself one day!

How It Works

Step 1: Book Your Personalized Consultation

Step 2: Show up on Zoom with your questions, ready to Work

Step 3: Implement for your clients!

Ready to Take Control of Your HighLevel Agency?

Take a huge step towards operation excellence

I think back to my struggle two years ago learning this platform. Struggle does not do the process justice! And it's evolved so much now, I can't imagine being on day or week 1, talking to a potential client, understanding the value of this software but NO IDEA on setting up even the basics.

I had NO resources.

I had NO money for $10,000+ Masterminds and Coaching

I had NO clue how much this CRM would change my life for the better, and I almost quit, more than once.

What I have now is the luxury of offering a premier, one-time service to new agency owners, without breaking the bank, bringing years of experience to the table.