Response

Hey guys, I just want to circle back. I have a bullet list from Jason and I just talked to him last night and you know I was just honest like this is hard for me. You know I care about you guys you're like family it's just gotten really hard you know and that's challenging and I don't know how to navigate it in a way where and I feel a little stuck because it's our software.
 
I don't have to navigate it in a way or we can just like ask for things or point out things aren't working without it being like defensive. I don't know how to ask for something to be a solution in real time without being told these future things that are all in the works and that and so what you experienced yesterday is like I'm sad.
 
I'm not frustrated and I wouldn't be in this conversation. If I didn't wanna make it work Jason is open to it. You know he said he put in a ticket request like a week or so ago I think on the landing page for some bookings that's down and he hasn't heard back and like he's nervous you know it's his customers and his reputation and mine and.
 
There's a lot here you know it's like all the stuff that we do on the front end and relationships. We build an offers we make and marketing we do it it relies on the backend and so you know it was a partnership. I was just thinking how last Mother's Day, Brian you and I got together you know for the first time in a long time and how nice that was.
 
I just feel sad you know I just feel sad because I love both of you very much and I don't know exactly what's going on, but it's been a major change on on the user side and not just me and that makes me worried for you guys and it makes me worried for what I need to do right to feel safe and protected in our business and to feel and partnership, so I will be sending those questions for the outlines that Jason and I kind of came up with so that we can all just make a decision and move forward.
 
I just want you to hear my heart and acknowledgment that like yeah I got emotional yesterday because this is emotional for me. At this point you know two people I love very much business. I care about very much and just feel like I'm going in circles like on a hamster Wheel.
 
 
Hey MD, thank you for the voice note. I do hear you and your frustration. We have been working to build the best user experience from onboarding to operations, providing an insane amount of value.
 
I just want to note that what he is asking for isnt a typical ask, agency access has details to all accounts, financials, settings, and more. We have invested in plugins to make this possible, but it is in a test phase.
 
 
 
Access Control:
- Will we have full admin access to all client sub-accounts we bring in?
Exit Terms:
- For whatever reason, if we decide to build our own GHL agency in the future, we will be able to migrate our client accounts?
Pricing Autonomy:
- Set our own pricing models for our clients?
Support and Deliverables:
- Will you handle (onboarding, automations, tech support) and what are your timelines?
Backup Plan:
- If you’re unavailable for whatever reason, or we disagree on something, how do we resolve issues without disrupting our clients or the business?
 
 
Hi Melissa,
 
Thank you for your voice note. I hear you fully, and I really appreciate the honesty and heart you shared — I know how much this matters to you. We’ve always held deep respect for what you’ve built, and none of this is taken lightly.
 
We will review and answer each question you listed. Thanks!
 
We’ve been working hard to create the best experience possible — from onboarding through to long-term client operations — and to deliver real, sustainable value. That said, I want to walk through the questions you and Jason outlined with transparency:

Access Control

Q: Will we have full admin access to all client sub-accounts we bring in?
  • Yes, you will have full ADMIN access to each sub-account.
    • This is what you currently have.
  • We are also testing a feature for AGENCY Access at the user level, which includes options for:
    • Access to additional accounts
    • Adding users
All of this can also be done through new Forms we are rolling out after we have invested in an additional software.
 
I do want to note that agency access is not a standard request — agency access includes visibility into all accounts, financials, user permissions, and backend settings. We’ve invested in making this possible through custom plugins, but it’s currently in a controlled test phase.

Exit Terms

Q: Can we migrate client accounts if we launch our own GHL agency in the future?
  • We do not allow account transfers out of the OS ecosystem. This is part of our platform's core terms.
  • Pleas see final point for more on this.

Pricing Autonomy

Q: Can we set our own pricing models for clients?
  • Yes, pricing models are fully customizable at the Platinum Level Subscription.
  • The only floor we enforce is a $97/month minimum per account.

Support & Deliverables

Q: Will you handle onboarding, automations, and tech support? What’s the turnaround?
  • Yes, onboarding and tech support are part of our service. Here’s what you can expect:
    • Users book onboarding calls directly
    • Account imports occur between 3–21 days from initial payment
    • All support tickets are acknowledged within 24 hours and responded to within 24–48 hours
  • This is support based, not custom builds

Backup Plan

Q: If you’re unavailable or if there's a disagreement, how do we protect clients and the business?
  • We’re open to building a conflict resolution or fallback protocol with you. Please share what you’d like this to look like, including:
    • Desired notice periods for change
    • Emergency contact or backup points
    • Any specific access or system continuity needs
 
We’re here to create something long-term, and I do understand this is emotional — especially because it’s built on trust and shared vision. Let’s keep the conversation open so we can move forward with clarity, commitment, and structure.
With respect,