HighLevel snapshot · Founder OS
Founder OS installs a daily business operating system in your HighLevel account: the pipeline, the workflows, the agent playbooks and a dashboard that tells you what to do first every morning.
Works with or without AI agents. The workflows run on their own; agents make them faster.
What the snapshot installs
Load it into any sub-account. Nothing touches your existing contacts.
| Component | What you get | Why it matters |
|---|---|---|
| Founder OS dashboard | Custom menu link that opens the daily dashboard inside HighLevel | One screen for today's numbers, brief, approvals and rhythm |
| Pipeline | New lead → Contacted → Booked → Estimate sent → Won → Paid / review | Every deal has a next step agents can see |
| 8 playbook workflows | Speed to lead, missed-call text back, estimate follow-up, review request, invoice reminders, reactivation, morning brief webhook, weekly scorecard | The work that slips when you're on a job |
| Tags & custom fields | Lead source tags, job value, last agent action, approval status, agent notes | Agents and reports read the same fields |
| Calendar | Booking calendar with confirmation and reminder texts | Agents offer real open slots |
| Agent kit | Staff-user permission guide and copy-paste prompts for Claude Duet, ChatGPT Dots, Grok Bot, Meta Muse and Hermes | Safe access, with approval on anything customer-facing |
| Setup Q&A | 12 questions that turn your goal into daily lead and booking targets | A plan built on your numbers |
Built for
Roofers, HVAC, cleaners, landscapers. Leads come in while you're on a ladder; the OS answers them.
Discovery calls, proposals and follow-ups handled in one rhythm, with a weekly scorecard.
Bookings, reminders, no-show recovery and reviews, without a front desk.
Install
Open the snapshot link we send, choose your agency, and import it into a sub-account (or create a new one from it).
Open Founder OS from the left menu. Twelve questions set your targets, daily rhythm and which playbooks to switch on first.
Follow the agent kit to give each agent its own staff user. Start in "draft everything" mode and approve from your phone.
Ways to get it
Installed by HiVergent AI, a Dallas AI automation consultancy.
FAQ
Yes. Snapshots load into a HighLevel agency account. If you don't have one, start a free HighLevel trial first.
Import it into a new or empty sub-account to be safe. Loading into an existing one adds the Founder OS assets alongside yours; review any workflows with matching names before turning them on.
No. Every workflow runs on HighLevel alone. Agents add the morning brief, personal follow-up drafts and deal rescue on top.
The current release runs on demo data with your Setup Q&A targets. Live numbers from your sub-account are coming next through a secure server connection; no tokens are stored in the page.
Claude Duet, ChatGPT Dots, Grok Bot, Meta Muse, Instinct, Hark Pro, Hermes Agent and n8n. See the connection guides for how each one reaches HighLevel.
No. Founder OS is an independent product from Agent Founders and isn't endorsed by HighLevel Inc.
Tell us where to send the snapshot link and setup guide, and mention whether you want the snapshot, a done-for-you install or an agency rollout. We'll follow up within one business day.