In this article, we will discuss how you can resell Prospecting Tool to your clients.
TABLE OF CONTENTS
- Pre-requisites
- Connect your Agency Stripe Account
- Picking Your Plan
- Setting your Sales Price
- Personalising offers for certain clients
- Disabling Offers for certain clients
- How do your Clients complete the purchase?
- How does the billing work?
The Prospecting Tool for Sub-Accounts empowers agencies to provide their sub-accounts with the ability to search for new business prospects, generate marketing audit reports, and customise prospecting efforts based on niches, location, and other preferences. This tool is particularly useful for agencies that want to:
- Resell prospecting services to their clients.
- Restrict access to the main agency dashboard while still allowing sub-accounts to leverage powerful prospecting tools.
In this article, we’ll guide you through the key features and how to use the Prospecting Tool for Sub-Accounts effectively.
Pre-requisites
Connect your Agency Stripe Account
Your agency Stripe account will be used to collect subscription payments for Prospecting Tool from your clients. You can connect your agency Stripe account to your agency by following this help article – https://gohighlevele.com/highlevel-support/ data-identifyelement=”579″ dir=”ltr” style=’box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 1.4; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, “system-ui”, “Segoe UI”, Roboto, “Helvetica Neue”, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;’>
Enable the Prospecting tool from Reselling Tab
To enable the Prospecting Tool, navigate to the Reselling Tab in your agency dashboard. From there, toggle the feature on to grant access to your sub-accounts.
Picking Your Plan
You can pick your pricing plans on Agency left menu -> reselling screen
We currently have a standard plan for all users
- Pay-as-you-go plan that charges you a monthly subscription of $29 / Location + you can resell it for an amount of your choice
Setting your Sales Price
You can set your agency-wide offer by configuring it on Agency left menu -> reselling tab
Personalizing offers for certain clients
If you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view details
Disabling Offers for certain clients
If you have certain clients that you do not wish to offer Prospecting Tool to, you can turn if off from Agency Left Menu -> List of accounts -> Search for location -> View details and toggling off the Offer Prospecting option.
Please note:
This offer can only be disabled before the sale has happened. Once a location already purchases Prospecting Tool, you can not disable it from here.
How do your Clients complete the purchase?
Once your clients have discovered the feature, they can proceed to purchase Prospecting Tool from you by clicking on the Subscribe Now button.
When your client clicks the Continue button the system will create the subscription, process the payment, and take them to the Prospecting Tool dashboard.
How does the billing work?
When your client purchases Prospecting Tool it creates 2 subscriptions in the System
- Between your client’s card & your Stripe Account so you can collect payment from your clients
- Between HighLevel & your card so you can pay $29 / month to HighLevel