Step 1: Confirm the Snapshot is Installed

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

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

533. 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:

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

848. 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:

2231. Go to Memberships > Courses > Products

2232. Find Join Our Agency

2233. 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