Manually setting up the SaasMode

Created by Joanna Love Mojares Panizales, Modified on Thu, 09 Mar 2023 at 12:07 AM by Joanna Love Mojares Panizales


I'm blessed, my friend. How are you?


That is a great answer. Dude, thank you. That's awesome. Man, that's awesome. Go for it.


I got to wake up this morning. A lot of people didn't have that option, so can't be half bad, right?


So true. True.


So All right, so here was my question. I'll keep it super short because I know everyone on this call has had some amazing questions, by the way. So I appreciate it anyways. Obviously, anything we can do to learn. All right, so here was my question. My question is, when you are creating a custom package in white label suites, I guess the framework that we were talking about was you can do one of two things. You can include white label suites as part of one of your GHL packages, or you can create a white label suites package as a upsell for your GHL sub accounts. Makes sense? Those are really the two different ways. Now, assuming that you create a package in GHL that includes white label suites in it, so assuming that's what you do. In order to fire the white label suites onboarding, technically, you would have to use the link that you created in the white.


Label suites. The dashboard.


Yeah, that's right. Correct. However, when you do that, all of a sudden you are no longer using the link that's in your SaaS model account. Correct. So how was GHL dashboard? How does your sub account dashboard, GHL account know this customer just activated this package on the GHL side? I know it motivates the white label suite side, but how do you activate all your GHL stuff? Do you then have to go do that manually? What's the.


Best way? How do you do that? Great question, man. One of the things is fire off the web hook from the transaction in the dashboard. You put up your package, it includes GHL. The sales is going through. Great news. They got their white label suite license. But, hey, hang on a second, there's a big disconnect here. How about the GHL side of things? So what we covered in that training was using Pably or Zappier and using the web hook functionality to create the user account and the sub account and the user account in GHL. Cool, no worries. So now that one transaction fires the web hook, creates a license in white label suite, great. Creates a sub account in GHL, great. Creates a user account for that sub account, great. So they now get the username and password for there as well. All good so far. But what about the SaaS plan? What we did and on our VA checklist, our onboarding checklist was literally just a little thing that says, go into the sub account, turn on SaaS mode and allocate them to that package. So one of the things that we had, Jimmy, was we've got one of our SaaS packages that is actually set to be zero dollars.


So the SaaS packages zero dollars, but includes the call amounts per month, and the email amount per month and the rebilling and that stuff. So what we do is when the transaction goes through, manually, we go into agency mode, sub accounts, find the sub account, bottom right hand corner, manage this client, turn the SaaS mode on, and it says, Which package do you want to put them on? We put them on what we call our gold package, which gives them $50 credits per month to use for their emails and whatever. It bills them at $0. It bills them at $0. So every month there's no money being taken from their credit card because that's all been handled by the subscription they set up through the dashboard. But still, we want to give them X amount of credits per month so that if they blast out emails or whatever, we're not out of pocket. So if they have that overages, we've connected it up with the Stripe payment so that the payment is on file, credit cards on file, Twilio charges are on file, all that stuff. So that's our process is that we go through the white label suite thing because that's the way that the licenses are created.


And then we have the manual process of actually turning on SaaS mode for that particular client.


Now, just one follow up question to that, and then I'll mute myself and allow everyone else to ask. I appreciate the answer, by the way. So how do you, in that particular instance then taking that exact model that you just talked about, then essentially when you turn on SaaS mode manually for that client, you would then have to somehow be able to then garner their credit card.

 
Info, right? Yeah. The cool thing is, let me show you because that's exactly the right thing that needs to happen. Inside of your GHL agency system, so I'm in agency mode right now, and so we've got our SaaS configurator. Even though it says $4.97, which is the plan, it's $0 a month, and it adds the credits into the system. This is the plan that we put people on. So it charges them $0 a month, but it's got all of the credits going into them so they get their emails, etc. So now here's how this works. We literally go, Great, happy days, new client. All right, fantastic. So we come in here. The sub account has been created. It's been created by the Zappier or something like that. So now let me come through and just... My Zoom chat stuff is always in the wrong spot. Let me go to these guys as an example. So now, hey, hurray, we got a new client. Yay. Switch to SaaS. Now, what happens is I should probably do this with one that's there. Let me see if I can find something here. These guys, I think, yeah, let's go.

 
Switch to SaaS. Yay. Cool. Awesome. When you do this, this option is here. I already have this customer in Stripe, which you do. You already have them in Stripe because they've made a transaction with you through the dashboard. Now all you need to do is put in the email address from the payment and it will show up. When you choose this option, let me clear that off. When you choose this option, I already have this customer in Stripe, it says, Okay, cool. Who are they? You just literally have to put their name and details in. Let's see if I can find me.

 
You're getting that info because they've already transacted with you on the white label suite side on that.

 
Stripe account. You got it, man. Exactly right. And that's it. Done. Everything is then connected. You've got the sub account, you've got the user's details that's been set up. And the only manual thing you need to do is what I just did then, turn on SaaS mode, click, and link that SaaS mode to this customer. Click, done.

 
And then the reason you're doing that is so essentially what you're doing is you're collecting your... Technically, you're collecting your monthly fee through the white label platform because you set the billing for zero on the GHL account. So you're not.

 
Going to get the billing. You got it.

 
The only reason you did that is so that it could fire all of the stuff inside the dashboard. Okay, perfect. Understand that. Wouldn't have thought of that. So genius. Really nice workaround there. So that works. And then what have you found to be... And I promise, last question. What have you found to be the best practice? Did you have more success pitching this more on the, Hey, we'll help you get free leads. And then GHL just happens to be a bonus feature that you get, right? Yeah, 100 %. Did you have more success doing that, or did you have more success selling GHL as whatever that product is?

 
The difference is epic in our results. So when we were trying to sell GHL, who here has been overwhelmed by GL? Hands up, anyone? Who here felt overwhelmed? Yeah, all of us. The thing is, when you go to speak to a client, you go to speak to someone that you're pitching, right? And you're talking to them about GL. By the 30 second mark, they are overwhelmed. They're like automated calendars, marketing follow up, SMS systems, and a review program and customer mail. Oh, my God. It's going to take me forever to get hold of this. Right? Versus very simply, hey, if I can put a 1,000 leads a month through your sales system, is that going to help your business? It's a real simple thing. The difference for us, Jimmy, was eating tomato sauce packets versus building up to 50,000 a month MRR in 90 days. That was our difference. We were trying to pitch GHL, and every time we pitched it, we would get one of two answers. The first answer would be, Oh, man, this is so huge. Let me come back to you, dude. That looks amazing, but holy crap. And in their mind, the business owner is going, I got to hire three staff.

 
I'm going to have to completely change my process. Oh, my God. This is just world war. But they don't say that to you. What they say is, Oh, wow, it looks great. Let me come back to you. That's it. Or the second answer you get is, Yeah, it looks great, man, but I've already invested $50,000 to run HubSpot, so there's no way I'm changing. So the difference is when we're pitching the lead system, if we come up against that second one where I've already invested $50,000 in HubSpot Salesforce, InfusionSoft, insert your CRM name here, what we say is, Yeah, amazing, dude. Keep that. Keep HubSpot. I want you to keep it. I want you to keep your infusions off the account. I want you to keep your mail chimp. Keep it. What I want to do is set this up as a pre CRM. I want to run a thousand leads a month through a sales system. And when that person is an interested prospect, I will Zap them over to your HubSpot system. And I will only put the people in your HubSpot system that are interested, qualified, and ready to talk to you.

 
So I want you to keep your very expensive Salesforce program that you're running and let me just get some leads for you. Is that okay? And suddenly we're like, Well, there's no objection. You're not asking them to switch the CRM. So this is where Sean Clark was fallen over himself for us because he was like, That's the secret. That's what we've been looking for. Keep your mega, really expensive CRM. Let me run leads. And at some point in the future, you're going to come to me and go, This pre lead system you got, could that actually replace our house? Yeah, it could. And let me save you that $23,000 a month. But that's the answer, Jimmy. If I can walk into any business environment anywhere in the world and I can literally just say, Ladies and gentlemen, I've got a lead system. I'd like a couple of people to try it out. Is anybody here in the room would like 20 free leads? And I can guarantee you that I'll get an appointment. Whereas if I walk into that same environment, say, Hey, ladies and gentlemen, I've got a CRM system that does automated marketing, integrated calendars, followups, and funnel system buildings with surveys and a review management system.

 
And anybody like to have a conversation with me? You're going to have a whole bunch of people go, No. Because it's too hard.

 
But do you run a PPL model or do you run a flat fee based model?

 
For our own internal clients, you mean? We love the PPL model, but we never went down that path because we were just too busy. And that's a lame excuse for not making more money. Tap into John Logar, the training in the system from a guy named John Logar. He runs PPL at a level that we have just been amazed by 5,000, 8,000 a month running these PPL models. And Kurtis in our group as well. Ppl is just rockin g tens of thousands of dollars a month. We never did it because we were too busy. And again, that's lame, but that's the truth. Walt, do we have access to the ZAP script or set up process that you use? Yeah. So we use Pably internally. We used to use ZAP here, and then we started to get 10,000 Zaps a month. And so when we saw Pably, we were like, oh, Hallelujah. So we went over to Pably, like one time fee and whatever it was. So we run Pably. So we don't have the ZAP here one, but the process is the same. So it's like, web hook captures the data. So now I've got name, email address, payment ID, phone number.

 
I've got all the stuff from the transaction captured by the web hook in Zappier. And then so step one in Zappier is using your agency API key, not your sub account, your agency API key to do account creation. So you'll need to map it across to Zappier account creation within the lead connector component of Zappier. So first step, take that data and create a sub account and then use your API key again to create a user on that sub account. That will trigger them a username and email. So first step, capture the web hook. Second step, create the account. Third step, create the user on that account. And then fourth step, update your own database with the buyer's details. That's pretty much the way that we run the P ably. The training is there, Dora. So if you go into level two in our membership area, the training is on how to use the web hook to create a sub account. We show you that within the training, and it's the same steps in P ably as it is in Zappier. Zappier is just easier, but we use P ably. So hopefully that helps.

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