Step 1: Confirm the Snapshot is Installed

  1. Log into your HighLevel Agency View (not a sub-account).

  2. In the left-hand menu, scroll down and click Account Snapshots.

  3. Look for the AI Profit Center Snapshot in the list.

If it’s there—you’re good to go!

Step 2: Switch to the Correct Sub-Account

To access your snapshot assets:

  1. Click your agency logo in the top-left.

  2. Select the sub-account where you installed the snapshot (e.g., Tom’s Demo Account).

Asset #1: Workflows

Workflows are stored under Automations > Workflows.

Included workflows:

  • Appointment Confirmation

  • Appointment Reminders

  • Appointment No Show

  • Client Catcher

  • Survey

  • Google Business Long Term Nurture

  • New Lead Nurture

  • Website Discovery Form …and more.

Navigation: Automation > Workflows

Asset #2: Websites

Websites are located under Sites > Websites.

Included websites:

  • Your main Agency Website

  • 20 Client Website Templates

Navigation: Sites > Websites

Asset #3: Funnels

Funnels are located under Sites > Funnels.

Included funnels:

  • Free Marketing Audit Funnel

  • SEO Report Funnel

Navigation: Sites > Funnels

Asset #4: Forms (Surveys)

The snapshot includes several surveys, not traditional forms. These are found in:

Navigation: Sites > Surveys
Included surveys:

  • Discovery Forms

  • Onboarding Forms

  • Client Catcher Homepage Form

  • Marketing Audit Survey

Important: These are located under “Surveys,” not “Forms.”

Asset #5: “Join Our Agency” Course

This training course gives you a behind-the-scenes look at how a 7-figure agency is structured.

To access:

  1. Go to Memberships > Courses > Products

  2. Find Join Our Agency

  3. Click the three dots (•••) and select Preview

Course topics include:

  • Agency org chart

  • Mission and values

  • Tools and meeting structure

  • Key vocabulary and marketing concepts

  • SEO & PPC fundamentals

  • Red flag clients

  • Time management strategies

Navigation: Memberships > Courses > Products > Preview