For agencies & consultancies

Stop reselling subscriptions. Own the product and the margin.

FormWise turns your agency's playbook into white-label AI suites you deploy across the client book: AI they buy from you, at your price, under your brand, inside the GHL sub-accounts where your clients already work.

Harbor HVAC · sub-account
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The snapshot stopped being a moat. Every agency in your vertical resells the same pipelines, the same automations, the same subscriptions with someone else's name on the invoice. Clients have noticed.

What decides renewals now is what you own. When each sub-account carries a suite built on your playbook (flows for campaigns, reviews, and follow-up, agents that run them, all under your brand), you stop being one more reseller and become the vendor. It's AI they buy from you, not through you. And the margin is recurring and attached to outcomes the client can see, not hours you have to defend.

Under the hood

What's actually running underneath.

Your vertical Suite · built once
HHHarbor HVACHVAC · DallasSynced
PPPeak PlumbingPlumbing · AustinSynced
IRIron RoofingRoofing · TulsaSynced
CFClearFlowPlumbing · MesaSynced
SASummit AirHVAC · DenverSynced
BEBlue ElectricElectrical · RenoSynced
+ 34 more sub-accounts
01

Inside the sub-account

Your Suite sits in the GHL sidebar next to Conversations and Pipelines. No separate login, no forgotten tab. It's where your client already works.

02

Inside membership lessons

Drop a flow into a course module as a SmartForm so members apply the lesson the moment they finish it. Completion and outcomes go up.

03

White-label commerce, your price on top

Your brand, your domain, your Stripe, isolated suites per client. Nothing in the product points anywhere but you, and nothing prices it but you.

04

One build, one console, the whole book

Build the vertical Suite once and push it across unlimited sub-accounts. Update it in one place and every account gets it. A free HighLevel sub-account is included.

How to decide

Fold it into the retainer, or run it as a product line.

Embed it in the retainer…

  • The Suite lives inside each client's sub-account
  • Justifies the retainer with work the client can see
  • Opened daily alongside the CRM, under your brand
  • Roll it out to every account in your vertical at once

…or sell access on its own

  • Run it as a standalone branded portal with Login Mode
  • Charge one-time, subscription, or per-seat via Stripe, your price on top
  • Recurring margin that isn't billed by the hour
  • White Label Enterprise: hand clients a builder of their own

AI they buy from you.

The client can hold the deed and still hire you to run it. Start your 7-day free trial, build your vertical Suite, and drop it into your first sub-account this week: that's your seat in the agent economy.

7-day free trial. Onboarding call included. Cancel anytime.