What is Agent Studio for agencies?#
It is the CRM and client-delivery workspace for agencies that sell SEO, AI search, marketing and automation. Prospecting, contacts, pipelines, client audits, growth plans, SEO projects, reporting and agent workflows live together, so the work you sell and the proof you show come out of the same place.
The homepage says it plainly: More clients for your agency. Found while you sleep. Agent Studio finds the businesses that need you, hands you the evidence to start the conversation, and keeps every client on a monthly rhythm that shows results against where they started.
- 4 stepsEvery client moves through Audit, Packet, Client view and the Monthly loop
- 13 lanesTabs in each client hub, split into winning the client and delivering for them
- 3 clientsClient workspaces on the Studio plan
- FreeThe prospect audit, on any public site
How does a lead become a paying client?#
A lead becomes a client in four steps that the Clients page tracks for you, each with its own lane in the client hub.
| Step | Where it lives | What you get |
|---|---|---|
| Audit | Audit lane | Findings with evidence for every one, run before the first call |
| Pitch packet | Packet lane | A branded audit and growth plan under your brand and theirs |
| Client view | Client view lane | A read-only link with the packet, then their KPIs and your work |
| Win and keep | Monthly loop lane | Mark them active when they sign, then re-audit and measure each month |
The stage track on every client marks each step Done, Up next or Later and puts the next action on the step it belongs to. Nobody on your roster sits without a next step.
What is inside each client hub?#
Each client gets a hub with two groups of lanes. The first wins the client; the second delivers for them.
- Overview: contacts, stage, next step and recent activity.
- Audit: crawl 1 to 50 pages, add what you observed, choose the findings and fixes to show.
- Packet: build, review and publish the branded growth plan. See the pitch guide.
- Client view: issue an expiring read-only link the client opens without an account.
- Monthly loop: re-audit, prioritize, deliver, measure, then send the update.
- Healthcare: NPI Registry and PubMed checks for practices. See Healthcare mode.
- Brand Hub: the client's offer, approved claims and drafts.
- SEO: the client's SEO project, rank tracking and AI visibility.
- KPIs: baseline, current value and change for the numbers you were hired to move.
- Leads, Reputation, Voice and Inboxes: the client's lead flow, reviews, calls and mail in one place.
How do I set up my agency in Agent Studio?#
Set your agency identity once, audit a prospect, and save them as a client. The whole loop fits in one sitting.
Set up your agency
Step 1: Save your agency identity
Add your agency name, logo, primary color, contact email and booking link. New packets and client views carry them from then on.Open Agency identityStep 2: Audit your first prospect
Paste a prospect's homepage. Every finding comes back with its evidence, ready for your pitch.Audit a prospect freeStep 3: Save them in Clients
Add the prospect with their site and contacts so the audit, packet and client view stay together.Add a clientStep 4: Find the next prospect
Search businesses by category and area, inspect their sites and give every opportunity a stage and a next action.Open Prospecting
I run my agency on GoHighLevel. What maps where?#
Most of what you use carries straight over, under different names.
| In GoHighLevel | In Agent Studio |
|---|---|
| Agency view | Clients, plus your agency CRM |
| Sub-accounts | Client workspaces and sub-accounts |
| Prospecting tool and Marketing Audit Report | Prospect audit and the pitch packet |
| Snapshots | Snapshots and workflow templates |
| Agency reporting | Agency roll-up report and scheduled report emails |
Audit a prospect before your next call
Paste any site and walk in with evidence.