Your AI Agency Roadmap

Follow the course's ten phases in order. Each has prerequisites, instructions, a checklist, and a result you can verify. Revisit any phase you need. Reading a page never marks it complete.

Start here if this is new to you

This guide follows the course's ten phases. Start with a practice business. Test one useful call or chat flow before researching clients, then repeat the build in a separate client location after agreement.

The Guide

Your ordered instructions and saved checklists. Phase numbers match the ten course lessons. Use this ten-phase roadmap if a welcome recording describes five phases. Workshop recordings can group multiple phases into a day.

AI Tools

Drafts, research, and calculators inside this site. They help you prepare; they do not modify your HighLevel account or send outreach.

HighLevel and Skool

Build the actual system in HighLevel. Use Skool for course videos, resources, and community help. Each has its own login and access terms.

Have ready: a computer/browser, notes, your chosen niche, accurate business details, and a budget before platform enrollment. Add domain, mailbox, phone, calendar, and payment access as the build requires.

The $27 Blueprint purchase and HighLevel subscription are separate products. Check the community's current access terms. The affiliate trial link may earn Jonathan a commission, and its eligible snapshot bonus unlock is separate from the guide checklist.

Plain-language glossary

Agency account: The top level of your HighLevel account. It manages your plan, permissions, snapshots, and business locations.
Sub-account / location: A separate workspace for one business, with its own contacts, calendar, messages, and settings. Keep client businesses separate.
Snapshot: A reusable bundle of setup assets. Import it into your agency library, then load it into a location and customize it.
Domain / DNS: A domain is a web address you register and renew. DNS records tell the internet where its website and email services are hosted.
Sending domain / mailbox: A sending domain authenticates outgoing email. A mailbox is the inbox you use to receive and reply. Setting up one does not automatically create the other.
Workflow: An automation with a trigger, conditions, and actions. For example: an appointment is booked, then the owner gets a notification.
Knowledge base / prompt: The knowledge base contains approved business facts. A prompt tells the AI how to use those facts and when to hand off.
A2P 10DLC: Business messaging registration for SMS/MMS through standard US ten-digit local numbers to US recipients. It is separate from voice and website chat.
SaaS / rebilling: SaaS means selling software access. Rebilling passes eligible usage charges to clients. Both differ from manually invoicing for your services.
Lead / conversion / ROI: A lead is an inquiry, conversion is the share that becomes a customer, and ROI compares a return with its cost. Estimates need labeled assumptions.

Start Phase 1 →Course and community

Stuck? Note the phase, account view, selected location, expected outcome, actual result, and screenshot with private data hidden. Post through your available community support. Any kickoff or additional private help follows its current booking terms.

Phases 1 and 2

Understand the business

Learn the service model and choose a niche to investigate.

Phases 3 to 5

Build a practice system

Choose your account, load templates, configure, and test.

Phases 6 to 9

Find and serve clients

Define your offer, research prospects, demonstrate, and onboard.

Phase 10

Operate and improve

Monitor, report, support clients, and grow when ready.

Your saved progress

Loading saved checklists…

Checks stay on this browser and device, including without an account. They do not sync with Skool or certify approval. Private browsing or clearing browser data can remove them.

1. The Business Model & Revenue Math

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Understand what you sell, what you maintain, and what the example numbers mean.

Finish with: A plain-language service description and one labeled revenue estimate.

2. Choose Your Niche

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Pick one business type, one area, and one problem to investigate.

Finish with: One niche, search area, and positioning sentence backed by initial research.

3. Set Up Your GoHighLevel Account

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Choose the right account, understand charges, and prepare payment and email access.

Finish with: Administrative access, a saved billing plan, and a plan for tested payment/email services.

4. Master Sub-Account + Snapshot + A2P

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Create a practice workspace, load its assets, and prepare applicable messaging registration.

Finish with: Loaded practice assets, accurate public pages, and a recorded messaging status.

5. Build Your AI Employee

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Connect approved answers, a calendar, notifications, and routing in a practice system.

Finish with: A demo works without a prospect login, with verified contact, booking/callback, and owner notification.

6. Your Offer & Pricing

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Price a defined service, include its costs, and explain what the client pays.

Finish with: Written package, fees, usage terms, support, cancellation, and a correct first invoice.

7. Find Prospects

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Verify a starter list, then expand as you learn what a good fit looks like.

Finish with: Five verified prospects with observations, contact routes, status, and next actions. Expand toward fifty if useful.

8. Outreach & Book Demos

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Write a truthful message, track responses, and make demo booking easy.

Finish with: Personalized message, tested invitation, and reply/follow-up process.

9. Close & Onboard Your First Client

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Discover the need, show a tested example, agree scope, and install with approval.

Finish with: For a consenting client: scope/payment terms, separate configured location, passed tests, and written launch approval.

10. Deliver, Retain & Scale

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Monitor quality, report measured outcomes, and grow when delivery is reliable.

Finish with: Monitoring routine, evidence-based report, and support/exit process.

Prepare for HighLevel in Phase 3

The linked offer may provide an extended trial. Check checkout duration, renewal, and usage charges. You can do phases 1 and 2 first. Already have an account? Check permissions and use the existing subscription.

Review setup and costs View the affiliate trial offer ↗

Jonathan may earn a commission from eligible signups through this link. Record your affiliate signup answer in the separate bonus section below.

Bonus: The Affiliate Snapshot

This bonus is only available if you signed up for your GoHighLevel account through our link above.

I signed up for GoHighLevel through the link on this page

A flexible seven-session work plan

Use these sessions to organize your time. They are not a promise of a client in seven days. Approvals, testing, responses, and installation may take longer. Keep incomplete dependencies open.

Session 1 · Phases 1 and 2