How to Use Prospecting at Sub-Accounts in GoHighLevel
If you manage multiple clients in ClickUp or other systems and run marketing from GoHighLevel, prospecting at the sub-account level lets you centralize outreach while keeping each client’s data separate. This guide walks you step-by-step through how to enable, configure, and use prospecting inside your GoHighLevel sub-accounts.
By following this tutorial, you will learn how to turn on prospecting, create milestones, manage contact stages, and use automations so each location or client gets a consistent, trackable prospecting process.
What Is Prospecting at Sub-Accounts in GoHighLevel?
Prospecting at sub-accounts in GoHighLevel is a feature that lets you run lead outreach for multiple client locations or brands under a single agency account while still tracking everything by individual sub-account.
Instead of managing a single generic pipeline, you can:
- Create prospecting milestones for each sub-account.
- Control which contacts enter prospecting.
- Track responses and appointments per location.
- Standardize workflows across all clients.
This is ideal for agencies, franchise operators, and multi-location businesses that want consistent lead nurture and appointment booking.
Key Benefits of GoHighLevel Sub-Account Prospecting
Using GoHighLevel prospecting at the sub-account level provides several important advantages:
- Centralized control: Define a standard prospecting strategy once and roll it out to multiple sub-accounts.
- Client-specific tracking: Measure performance per location, client, or brand.
- Scalable outreach: Add more sub-accounts or locations without rebuilding your prospecting logic every time.
- Better organization: Keep prospecting data separated by sub-account while still managing everything from one agency view.
Because every sub-account can share the same structure, your team can quickly onboard new clients while keeping a consistent process.
How to Enable Prospecting at Sub-Accounts in GoHighLevel
To start using prospecting in your GoHighLevel account, you need to turn on the feature at the agency level and then configure it inside each sub-account.
Step 1: Access the Official GoHighLevel Documentation
Before you begin, review the official guide on prospecting at sub-accounts from the GoHighLevel help center. This ensures you follow the current recommended workflow and interface layout.
You can view the complete original documentation here: Prospecting at Sub-Accounts – Complete Guide.
Step 2: Open the Sub-Account Settings
- Log in to your GoHighLevel agency account.
- Select the sub-account where you want to enable prospecting.
- Navigate to the settings or configuration area for that sub-account.
The exact menu labels may vary slightly, but you are looking for the section that controls prospecting or leads management for that specific location.
Step 3: Turn On Prospecting for the Sub-Account
Inside the chosen GoHighLevel sub-account, locate the prospecting options and enable them. Once activated, you can begin defining how contacts enter prospecting and how they progress through your stages or milestones.
After turning it on for one sub-account, you can repeat this process for each additional sub-account that needs prospecting.
Setting Up Prospecting Milestones in GoHighLevel
Prospecting milestones are the core of how GoHighLevel tracks progress from initial cold contact to booked appointment or closed opportunity.
Plan Your Milestone Stages
First, decide what major steps a contact should move through during prospecting. Common milestones include:
- New Prospect
- Attempted Contact
- Engaged / Replied
- Appointment Set
- No Show / Follow-Up
- Won or Lost
Each GoHighLevel sub-account can use the same standardized milestones, which helps your team compare performance between locations.
Create and Configure Milestones in the Sub-Account
- Open the sub-account in GoHighLevel.
- Go to the section where you manage prospecting or pipeline stages.
- Add each milestone you planned, giving it a clear, descriptive name.
- Arrange the order of milestones to match your ideal sales flow.
Use short names and keep stages aligned across all sub-accounts so your reports stay consistent.
Managing Contacts Within GoHighLevel Prospecting
Once milestones are in place, you can begin moving contacts through your prospecting system in GoHighLevel.
How Contacts Enter Prospecting
Depending on your setup, contacts can enter prospecting in several ways:
- Imported lead lists assigned to the sub-account.
- Opt-in forms or funnels that feed into the sub-account.
- Manual contact creation by your team.
- Integrations that send leads directly into GoHighLevel.
Make sure each sub-account has clear rules for which contacts should be treated as prospects and which should be handled as regular leads or customers.
Moving Prospects Through Milestones
As you work leads, update their milestone to reflect their current status. Within GoHighLevel, this might include:
- Changing stage after a phone call or email reply.
- Marking a prospect as “Appointment Set” once they book a time.
- Moving them to “Won” after converting.
- Sending them to a follow-up stage if they no-show.
Regularly updating milestones ensures your analytics and reporting remain accurate for each sub-account.
Automating Prospecting Workflows in GoHighLevel
Automation is where GoHighLevel prospecting becomes truly powerful, especially when you manage many sub-accounts or locations.
Set Up Automated Outreach Sequences
Use workflows or campaigns inside the sub-account to:
- Send cold outreach emails or SMS messages on a schedule.
- Auto-assign tasks to sales reps when a prospect replies.
- Trigger follow-up reminders after a missed call.
These GoHighLevel automations help you keep prospecting consistent without relying on manual actions for every contact.
Automate Stage Changes Based on Behavior
You can also configure workflows that automatically move a contact from one milestone to another when certain conditions occur, such as:
- A prospect replies to an email or SMS.
- An appointment is booked via your calendar link.
- A form is submitted with additional details.
This keeps your sub-account’s pipeline updated in real time and reduces human error.
Best Practices for Multi-Client Prospecting in GoHighLevel
To get reliable results with prospecting across many sub-accounts in GoHighLevel, follow these best practices.
Standardize Your Sub-Account Structure
Use the same milestone names and general workflows for each client where possible. This makes it easier to:
- Compare conversion rates.
- Scale winning strategies.
- Train your team on a single system.
Monitor Performance Per Sub-Account
Review prospecting performance regularly for each GoHighLevel sub-account. Track metrics such as:
- Response rates by campaign.
- Appointment set rates.
- Win or close rates by milestone.
Use this information to adjust messaging, timing, and sequences for better results.
Keep Data Clean and Segmented
Ensure contacts are always assigned to the correct sub-account and that lists are kept clean. Separate prospecting contacts from existing customers so outreach messaging stays relevant.
Where to Get More Help With GoHighLevel Prospecting
If you want hands-on help structuring your GoHighLevel prospecting across many clients, you can work with specialists who focus on agency and multi-location setups.
For strategic implementation support and additional resources, visit Consultevo to explore consulting and optimization services.
For the most up-to-date, official instructions from the GoHighLevel team, always refer to the original documentation: Prospecting at Sub-Accounts – Complete Guide.
By standardizing milestones, keeping each sub-account organized, and using automation wisely, you can transform GoHighLevel into a scalable prospecting engine for all of your clients or locations.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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