Account Setup Service
Most CRM accounts are broken before they begin. Misconfigured DNS, emails landing in spam, phone systems that silently fail. These are not small problems, they are the foundational, and if the foundation is wrong, everything built on top of it is wrong too.
Our Account Setup Service handles your full CRM agency and sub-account configuration from scratch. White label setup, email deliverability, phone and SMS compliance, CRM and pipeline structure, calendar integration, reputation management, and a branded client portal — all done by a HighLevel Certified Admin team, before you ever touch a client campaign.
Agency-Level Configuration
- ■ White Label Setup & Domains
- ■ Phone System & Number Intelligence
- ■ System Emails & Branding
- ■ AI, Workflow & Premium Features
- ■ Agency Payments & Security
Sub-Account Setup
- ■ Phase 1: Foundation (CRM, branding)
- ■ Phase 2: Communications (Email, SMS)
- ■ Phase 3: Automation (Pipelines)
- ■ Phase 4: Go Live (Onboarding)
Email Deliverability
Email deliverability is one of the most overlooked yet most critical aspects of any CRM setup. If emails are not reaching inboxes, automations, campaigns, and follow-up sequences are simply not working.
We configure your mailing domain through Cloudflare, set up proper email headers, and initiate a structured email warm-up process (3 to 4 emails per day over 5 days) to build sender reputation before volume sending begins.
Phone, SMS and Compliance
Phone and SMS compliance is non-negotiable. We confirm LC Phone for all sub-accounts, enable Number Intelligence, and build in SMS compliance with opt-out messages and sender information on all SMS communications.
We also activate a missed-call text-back workflow, ensuring every missed call receives an automatic follow-up message.
The 90-Minute Onboarding Call
Before the Call
All agency and sub-account configuration tasks completed. Platform live and ready before you join.
Platform Walkthrough
Fully configured agency dashboard, white label setup, phone systems, email infrastructure, and key automations demonstrated.
Sub-Account Deep Dive
CRM, pipelines, calendars, email templates, forms, and compliance settings walked through in detail.
Strategy Discussion
AI features, premium workflows, Stripe billing, rebilling strategy, and how to position these as part of your own service offering discussed.
Success Stories
Case Study: High-Ticket Coach. Emails landing in inboxes from day one.
Case Study: Small Business. Manual configuration tasks handled end-to-end.
Case Study: Digital Agency. Weekly troubleshooting time reclaimed for strategy.
Case Study: Scale-Up. In the critical first 90 days of operation.
Frequently Asked Questions
What do I need to provide before the setup starts?
You'll need to provide access to a Cloudflare account for DNS management, brand assets (logo, colours, fonts), a Stripe account for SaaS billing, and logins for Google Business Profile and Facebook for reputation management integration.
Is this a monthly subscription?
No. The Account Setup Service is a one-time investment of $497. There are no ongoing fees from Engage & Grow for this setup, though you will still have your standard CRM subscription.
Does this include A2P 10DLC registration for SMS?
The basic setup service builds in SMS compliance (opt-outs, sender info), but does not include Regulatory Bundle registration or A2P 10DLC registration. We will advise you on this process during the onboarding call.
What happens after the 90-minute onboarding call?
You leave with a fully operational platform and the knowledge to move forward independently. If you need ongoing support, many clients choose to join our Office Hours membership.
Stop guessing.
Start building.
Messy setups, wasted time, and half-built systems cost more in the long run. Let's clean it up now.