ATTENTION: ALL AGENCY OWNERS
Stop Onboarding
Start Automating
Client Intake With Zero-Touch Automation. Go From a Form Submission to A Fully Provisioned Sub-account In Seconds.
CLICK BELOW TO WATCH FIRST!
Maximum Efficiency, Zero Overhead
Cut Operational Costs: Stop paying staff to do work a robot can do instantly. Eliminate the need for a dedicated onboarding manager and scale your agency without adding to your payroll.
Accelerate Speed-to-Value: The faster a client logs in, the lower your churn rate. By removing the "setup delay," you get your clients to their "Aha!" moment immediately, increasing retention and lifetime value.
The Infrastructure for Scalable Growth
Stop trading time for onboarding. Form2Account gives you the tools to move from "Signed Contract" to "Active User" instantly, without lifting a finger.
Zero-Touch Account Creation
Eliminate the 20-minute setup routine. The moment a client submits their intake form, Form2Account builds their workspace, assigns a location, and sets the timezone instantly.
Pre-Loaded Snapshots
Don’t deliver empty accounts. Automatically load your specific Snapshots (funnels, automations, pipelines) so your clients get immediate value from day one.
Secure User Management
Auto-generate Admin users with strict permission scopes. Hide "Settings" or "Websites" based on the plan they bought, and set default passwords automatically.
Smart Recovery System
Never lose a setup to an API glitch. Our built-in recovery tools allow you to instantly "replay" any failed submission with a single click, ensuring 100% onboarding reliability.
SECURITY & GOVERNANCE
Deliver a Flawless Onboarding Experience
Manual setups are prone to human error—typos in emails, missed snapshots, or incorrect permissions can ruin a new client's first impression. Form2Account ensures every workspace is provisioned perfectly, adhering to your strict agency standards.
Enterprise-Grade Governance & Control
Precision Snapshot Injection: Never miss a funnel or automation again. We install your exact templates correctly every single time, ensuring the account is "business-ready" instantly.
Granular Access Control: Automatically lock down sensitive areas. Restrict "Admin" permissions and hide specific tabs (like Settings or Websites) based on the plan your client purchased.
Standardized Compliance: Ensure every sub-account starts with the correct timezone, physical address, and legal footers from the moment of creation.
Impress Your Clients From Minute One
The most critical moment in a new client relationship is the first five minutes after they sign up. Don't make them wait. Form2Account delivers immediate access to their new dashboard, setting the tone for a professional, high-tech partnership the moment they submit their details.
Professionalism at the Speed of Light
Eliminate the friction of manual onboarding. Bridge the gap between 'Sign Up' and 'Log In' instantly, proving your value before you even send the first email.
Instant Gratification: In a digital world, nobody wants to wait 24 hours for a login. Give your clients the "magic moment" of instant access to the platform right after they pay.
Frictionless Entry: We eliminate the awkward "invite link" delays. By auto-setting passwords, you can email working credentials immediately, removing barriers to adoption.
24/7 Availability: Your agency is open for business even when you're sleeping. Whether a lead converts at 2 PM or 2 AM, they receive a fully deployed workspace instantly.
The Hidden Cost of Manual Onboarding
You lose 5+ hours on every new setup. Join the elite 10% of agencies using touchless automation to reclaim that time and boost client retention by 52%.
5+
hours per client cost for onboarding without full automation
<10%
of agencies offer true zero-touch onboarding (instant access without human intervention).
52%
improvement in client retention when onboading is fully automated
Launch Your Automation in Minutes
You shouldn't have to hire a developer just to install an automation tool. Form2Account is designed for "plug-and-play" efficiency. With our pre-built assets, you can go from "installation" to "fully live" in under 5 minutes.
Everything You Need is Included
Pre-Configured Templates: Don't build from scratch. Simply import our "Ready-to-Use" forms and workflows directly into your account to get started instantly.
One-Click Activation: Skip the technical setup entirely. Our installation snapshot comes with the workflow pre-wired and already connected to the Form2Account system. You don't need to name forms or map fields—simply publish the workflow, and you are live.
Zero-Maintenance Logic: Unlike fragile DIY setups, our app handles all the API complexity in the background. There is no code to write and no webhooks to maintain.
Frequently Asked Questions
We know you might have questions before getting started. Here are answers to some of the most common queries about our platform and services.
Do I need Zapier or Make.com for this to work?
No. Form2Account is a standalone application that connects directly to your HighLevel agency dashboard. No expensive third-party glue tools are required.
Do I need any technical skills to use this platform?
Not at all! Our platform is designed to be intuitive and easy to use for everyone, whether you’re a marketing expert or just starting out. Follow the quick easy steps and be ready to go in mere moments.
Can I hide specific features like "Settings" from my clients?
Absolutely. You can configure the default "User Scope" to hide tabs like Settings, Workflows, or Websites, ensuring your clients don't break their own accounts. This kind of feature is available in our Unlimited Plan.
What happens if I create a user that already exists?
To protect data integrity, the Admin email must be unique. If a user already exists, the system will not overwrite them. We recommend using unique emails for every sub-account.
Can I assign different Snapshots to different pricing plans?
Yes. You can easily manage multiple tiers (e.g., "Silver" vs. "Gold" plans) by creating separate forms for each. Simply paste the specific Snapshot ID for that tier into the hidden field of the corresponding form. Form2Account will load the correct assets for that specific customer automatically.
Why can't my new client add their own staff members?
This is likely due to HighLevel's "Enhanced Account Security" setting. If this is enabled in your Agency Settings, API-created admins are restricted from managing other users. You must disable this setting in your Agency dashboard to grant your clients full user management rights immediately.
Can I use this to update or overwrite existing sub-accounts?
No. Form2Account is a provisioning engine designed specifically for new account creation. To protect your data integrity, the system will not attempt to overwrite or modify an existing sub-account if one already exists.
If an account creation fails (e.g., due to an internet glitch), do I have to ask the client to fill out the form again?
No. Form2Account includes a built-in "Replay" system. Simply find the failed submission in your HighLevel history, copy the unique Sub-ID string, and paste it into the Form2Account - Support form. This forces the system to re-process the original data instantly, ensuring the account is created without bothering your client.
