Want to add a recurring CRM software revenue stream to your business, but do not want the hassle of becoming a HighLevel white label agency? There is a simpler way.
If you run a coaching business, consultancy, membership organisation, trade association, franchise network or online community, you may have considered offering CRM or marketing automation software to your members.
It makes perfect sense.
Your members already trust your advice. They come to you for guidance, training and support. Offering them software that helps them implement what you teach can be a natural extension of your existing business.
| Did you find this content useful? |
|---|
| Sign up for my free Marketing Hints, Tips and Hacks email newsletter every Tuesday at 11am. => Sign up here <= |
The problem is that many business owners assume they need to become a HighLevel white label agency and start running a separate software company.
That can mean taking responsibility for customer onboarding, technical support, billing, software updates, platform administration and all the other work involved in managing a SaaS business.
For many business owners, that is not what they want.
They want to add more value to their members and create a new source of recurring revenue, without building another business on top of the one they already have.
Fortunately, there is another option.
Why Becoming a HighLevel Agency Is Not Right for Everyone
HighLevel is a powerful CRM and marketing automation platform.
It is one of the reasons I chose it after spending many years working as an Infusionsoft and Keap consultant.
However, becoming a HighLevel white label agency means taking responsibility for areas such as:
- Customer onboarding
- Technical support
- Customer billing
- Platform administration
- Email deliverability
- DNS configuration
- Software updates
- Snapshot maintenance
- Troubleshooting
- AI feature updates
If your expertise is coaching, consulting, education or supporting a particular industry, these responsibilities can quickly become a distraction.
Instead of growing your existing business, you can find yourself running a software company as well.
That may be the right opportunity for some entrepreneurs, but it is not the only way to benefit from HighLevel.
The Better Alternative. Launch a Co-Branded CRM Solution
What if you could offer your members a professional CRM solution under your own programme name, without becoming responsible for running the underlying software business?
That is exactly what we help our partners achieve.
Rather than building and managing a software company from scratch, we create a co-branded CRM solution that combines your industry knowledge with the MarketerM8 platform.
For example:
- Business Growth System by MarketerM8
- Property Success Sytem by MarketerM8
- Trades Business System by MarketerM8
- The Business Automation Platform by MarketerM8
Your members receive a CRM and marketing automation platform designed around the needs of their industry.
You remain the trusted expert who provides the strategy, training, industry knowledge and community.
MarketerM8 provides the software platform, technical support, billing, ongoing management and continued development.
It is a genuine partnership that allows you to offer a valuable new service without taking on the responsibility of running another company.
Create a New Monthly Recurring Revenue Stream
One of the biggest attractions of offering software is the opportunity to build predictable monthly recurring revenue.
Many coaching businesses, consultancies and membership organisations rely heavily on:
- One-off consulting projects
- Membership subscriptions
- Course sales
- Training programmes
- Events and workshops
A co-branded CRM adds another revenue stream to your existing business.
Each member who subscribes contributes to your monthly recurring income.
As the number of subscribers grows, so does the value of that income stream.
Most importantly, you do not need to recruit developers, employ technical support staff or become an expert in every part of the HighLevel platform.
We take care of the technical infrastructure while you concentrate on helping your members get results.
Add More Value to Your Existing Membership
A co-branded CRM is not simply another product to sell.
It can become a practical extension of your membership, coaching programme or consultancy.
Your members may already be learning how to improve their marketing, manage enquiries, follow up with prospects or retain customers.
The CRM gives them the tools to put that advice into practice.
Depending on your industry, the platform could include:
- CRM and contact management
- Sales pipelines
- Email marketing
- SMS and WhatsApp automation
- Appointment booking
- Automated follow-up
- Review requests
- Missed Call Text Back
- AI chat assistants
- AI voice receptionists
- Customer reactivation campaigns
- Websites, forms and landing pages
This can make your existing membership more valuable, more practical and harder for competitors to replicate.
Ideal for Membership Organisations, Coaches and Consultants
This partnership model works particularly well for organisations that already have an engaged audience.
Examples include:
- Business coaches
- Consultants
- Membership organisations
- Trade associations
- Franchise groups
- Marketing educators
- Online course creators
- Professional bodies
- Industry experts
- Business communities
If people already trust your advice, they are often more likely to adopt software that has been recommended and shaped by someone who understands their industry.
Rather than giving members access to a generic CRM, you can offer a solution that reflects the way their businesses actually operate.
Build an Industry-Specific CRM
The biggest opportunity is not simply reselling access to HighLevel.
It is creating a system designed for a particular market.
A Property Investment Community
A property-focused CRM could include:
- Investor and vendor lead management
- Property deal pipelines
- Viewing reminders
- Automated follow-up
- AI receptionists
- Appointment booking
A Business Coaching Organisation
A business coaching system could include:
- Sales pipelines
- Lead nurturing
- Proposal follow-up
- Client onboarding
- Appointment calendars
- Marketing campaigns
- AI assistants
A Trade Association
A CRM for trades businesses could include:
- Quote follow-up
- Missed Call Text Back
- Review requests
- Customer reactivation
- Appointment reminders
- AI chat and voice support
Your expertise and industry knowledge become the difference.
The software provides the tools that allow your members to apply that knowledge.
How the Revenue Share Works
Under the MarketerM8 co-branded partnership model, you receive 50% of the subscription revenue generated by the customers you introduce.
You continue receiving your share for as long as those customers remain active subscribers.
This gives you the opportunity to create a long-term recurring revenue stream without taking responsibility for the entire software operation.
MarketerM8 manages:
- The underlying HighLevel platform
- Customer billing
- Technical support
- Platform administration
- Software updates
- New feature rollouts
- Ongoing system development
You can decide how involved you want to be in training, implementation, community support and strategic guidance.
Which Option Is Right for You?
There are two ways to offer HighLevel to your clients, members or subscribers.
Neither option is automatically right or wrong. It depends on the type of business you want to build.
If you want to create and manage a standalone SaaS company, becoming a HighLevel white label agency could be the right choice.
If you want to add a software service and recurring income stream to your existing business, partnering with MarketerM8 may be the simpler route.
| Feature | HighLevel SaaS Entrepreneur Programme | MarketerM8 Co-Branded Partnership |
|---|---|---|
| Subscription revenue | Keep 100% | Receive 50% |
| Customer billing | Managed by you | Managed by MarketerM8 |
| Technical support | Managed by you | Managed by MarketerM8 |
| Platform management | Managed by you | Managed by MarketerM8 |
| Software updates | Managed by you | Managed by MarketerM8 |
| Snapshot development | Managed by you | Developed in partnership |
| Branding | Your own white label brand | Co-branded with MarketerM8 |
| Your main focus | Building a SaaS business | Growing your existing business |
| Best suited to | Entrepreneurs who want to run a software company | Coaches, consultants, communities and membership organisations |
Option 1. Build Your Own HighLevel SaaS Business
If your ambition is to build a standalone software company, our HighLevel SaaS Entrepreneur Programme is designed to help you get started.
We help you understand how to establish your own HighLevel agency, attract customers, create recurring monthly revenue and build a scalable SaaS business.
Because you are running the software business yourself, you keep 100% of the subscription revenue.
This option offers greater control and potentially greater long-term earning potential. It also comes with greater responsibility.
You will be responsible for customer onboarding, technical support, billing, platform management and growing the SaaS business.
Option 2. Partner with MarketerM8
If your priority is growing your existing business rather than starting another one, our co-branded partnership offers a simpler alternative.
We provide and manage the platform, handle the technical side of the service and continue developing the system behind the scenes.
You introduce your audience to a co-branded CRM solution that has been designed around their needs.
For every active subscription you introduce, you receive 50% of the subscription revenue.
You stay focused on your existing members, clients and community.
We look after the software operation.
Why Partner with MarketerM8?
I have been helping businesses implement CRM and marketing automation systems since 2009.
After spending many years working with Infusionsoft and Keap, I moved to HighLevel because it offers the flexibility needed to create powerful, industry-specific systems.
Today, through MarketerM8, we help coaches, consultants, agencies and membership organisations use HighLevel without unnecessary complexity.
Rather than simply providing access to software, we work with you to create a practical solution that your members will understand, use and value.
Frequently Asked Questions
Do I need to become a HighLevel white label agency?
No. The choice is yours.
If you want to take on the job of setting up and managing your own SaaS business, we can help you get started through our HighLevel SaaS Entrepreneur Programme.
Under that model, you do the work, manage the customers and keep 100% of the subscription revenue.
If you would rather avoid the complexity of running a software company, you can partner with MarketerM8.
You introduce your members to a co-branded CRM solution and receive 50% of the subscription revenue, while we handle the platform management, billing, technical support, software updates and ongoing development.
The right choice depends on whether you want to build a new SaaS business or add a recurring software revenue stream to the business you already operate.
Can I create my own branded programme?
Yes, but the service will be co-branded with MarketerM8.
We can help you create a programme name, identity and industry-specific proposition.
For example, you might offer a service called Business Growth System by MarketerM8.
Your members benefit from your industry expertise while understanding that the software platform and technical service are provided by MarketerM8.
Who provides technical support?
MarketerM8 manages the platform and provides the technical support required to keep the system operating.
You can decide how much strategic guidance, coaching, implementation support or industry training you want to provide to your members.
How much recurring revenue can I earn?
Under the co-branded partnership model, you receive 50% of the subscription revenue for every customer you introduce, for as long as they remain an active subscriber.
The total income depends on the subscription price and the number of active customers you introduce.
Can the CRM be customised for my industry?
Yes.
In fact, creating an industry-specific solution is where much of the value lies.
We can work with you to develop relevant pipelines, workflows, forms, calendars, templates, automations and AI tools based on the needs of your members.
Do I need technical HighLevel knowledge?
No.
You do not need to become a HighLevel technical expert to participate in the co-branded partnership.
Your value comes from understanding your audience, their industry and the business challenges they need to solve.
MarketerM8 provides the platform knowledge and technical expertise.
Ready to Explore the Opportunity?
If you already have an audience, membership or client community, a co-branded CRM could help you add more value while creating a new source of recurring monthly income.
You do not need to build software from scratch.
You do not need to employ a technical support team.
You do not need to become responsible for managing another business.
You bring the audience, industry knowledge and trusted relationship.
MarketerM8 provides the software platform, technical expertise and ongoing support.
Together, we create a system that helps your members achieve better results while adding a valuable new revenue stream to your business.
Book a discovery call to discuss your audience, your industry and whether the HighLevel SaaS Entrepreneur Programme or the MarketerM8 co-branded partnership is the better fit for your goals.
About the Author
Julian Mills
HighLevel Consultant & Marketing Automation Strategist
Julian Mills helps business owners automate lead generation, sales follow-up, customer communication and business processes using HighLevel and MarketerM8. Since 2009 he has helped businesses implement CRM, marketing automation and AI-powered systems that save time, improve customer experience and generate more sales.
About Julian
Book a Discovery Call
Join a Free HighLevel Workshop
Learn About HighLevel with MarketerM8
