How to Resell and use Prospecting Tool for Sub-Accounts
In this article, we will discuss how you can resell Prospecting Tool to your clients. TABLE OF CONTENTS Pre-requisites Connect your Agency Stripe Account…
2 min read490 words8 explained imagesUpdated Tue, 24 Jun, 2025 at 11:09 AM
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The Prospecting Tool for Sub-Accounts empowers agencies to provide their sub-accounts with the ability to search for new business prospects, generate marketing audit reports, and customise prospecting efforts based on niches, location, and other preferences. This tool is particularly useful for agencies that want to:
Resell prospecting services to their clients.
Restrict access to the main agency dashboard while still allowing sub-accounts to leverage powerful prospecting tools.
In this article, we’ll guide you through the key features and how to use the Prospecting Tool for Sub-Accounts effectively.
Pre-requisites
Connect your Agency Stripe Account
Your agency Stripe account will be used to collect subscription payments for Prospecting Tool from your clients. You can connect your agency Stripe account to your agency by following this help article - https://docs.ghlcustomercare.com/support/solutions/articles/48001171910-how-to-connect-stripe-to-your-agency-dashboard
Enable the Prospecting tool from Reselling Tab
To enable the Prospecting Tool, navigate to the Reselling Tab in your agency dashboard. From there, toggle the feature on to grant access to your sub-accounts.
Enable the Prospecting tool from Reselling Tab (image 1 of 8)What this shows To enable the Prospecting Tool, navigate to the Reselling Tab in your agency dashboard.What this showsIllustrates the "Enable the Prospecting tool from Reselling Tab" section of "How to Resell and use Prospecting Tool for Sub-Accounts".This screenshot appears in the "Enable the Prospecting tool from Reselling Tab" section of "How to Resell and use Prospecting Tool for Sub-Accounts". The text alongside this image reads: To enable the Prospecting Tool, navigate to the Reselling Tab in your agency dashboard. From there, toggle the feature on to grant access to your sub-accounts. Immediately after, the guide continues: You can pick your pricing plans on Agency left menu -> reselling screen.Image 1 of 8What to chooseTo enable the Prospecting Tool, navigate to the Reselling Tab in your agency dashboard. From there, toggle the feature on to grant access to your sub-accounts.
Buttons and menus referencedReselling Tab
Next stepYou can pick your pricing plans on Agency left menu -> reselling screen
Picking Your Plan
You can pick your pricing plans on Agency left menu -> reselling screen
We currently have a standard plan for all users
Pay-as-you-go plan that charges you a monthly subscription of $29 / Location + you can resell it for an amount of your choice
Picking Your Plan (image 2 of 8)What this shows Pay-as-you-go plan that charges you a monthly subscription of $29 / Location + you can resell it for an amount of your choiceWhat this showsIllustrates the "Picking Your Plan" section of "How to Resell and use Prospecting Tool for Sub-Accounts".This screenshot appears in the "Picking Your Plan" section of "How to Resell and use Prospecting Tool for Sub-Accounts". The text alongside this image reads: Pay-as-you-go plan that charges you a monthly subscription of $29 / Location + you can resell it for an amount of your choice. Immediately after, the guide continues: You can set your agency-wide offer by configuring it on Agency left menu -> reselling tab.Image 2 of 8What this coversPay-as-you-go plan that charges you a monthly subscription of $29 / Location + you can resell it for an amount of your choiceNext stepYou can set your agency-wide offer by configuring it on Agency left menu -> reselling tab
Setting your Sales Price
You can set your agency-wide offer by configuring it on Agency left menu -> reselling tab
Setting your Sales Price (image 3 of 8)What this shows You can set your agency-wide offer by configuring it on Agency left menu -> reselling tabWhat this showsIllustrates the "Setting your Sales Price" section of "How to Resell and use Prospecting Tool for Sub-Accounts".This screenshot appears in the "Setting your Sales Price" section of "How to Resell and use Prospecting Tool for Sub-Accounts". The text alongside this image reads: You can set your agency-wide offer by configuring it on Agency left menu -> reselling tab. Immediately after, the guide continues: If you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view details.Image 3 of 8What this coversYou can set your agency-wide offer by configuring it on Agency left menu -> reselling tabNext stepIf you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view details
Personalizing offers for certain clients
If you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view details
Personalizing offers for certain clients (image 4 of 8)What this shows If you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view detailsWhat this showsIllustrates the "Personalizing offers for certain clients" section of "How to Resell and use Prospecting Tool for Sub-Accounts".This screenshot appears in the "Personalizing offers for certain clients" section of "How to Resell and use Prospecting Tool for Sub-Accounts". The text alongside this image reads: If you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view details. Immediately after, the guide continues: If you have certain clients that you do not wish to offer Prospecting Tool to, you can turn if off from Agency Left Menu -> List of accounts -> Search for location -> View details and toggling off the Offer Prospecting option.Image 4 of 8What this coversIf you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view detailsNext stepIf you have certain clients that you do not wish to offer Prospecting Tool to, you can turn if off from Agency Left Menu -> List of accounts -> Search for location -> View details and toggling off the Offer Prospecting option.Personalizing offers for certain clients (image 5 of 8)What this shows If you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view detailsWhat this showsIllustrates the "Personalizing offers for certain clients" section of "How to Resell and use Prospecting Tool for Sub-Accounts".This screenshot appears in the "Personalizing offers for certain clients" section of "How to Resell and use Prospecting Tool for Sub-Accounts". The text alongside this image reads: If you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view details. Immediately after, the guide continues: If you have certain clients that you do not wish to offer Prospecting Tool to, you can turn if off from Agency Left Menu -> List of accounts -> Search for location -> View details and toggling off the Offer Prospecting option.Image 5 of 8What this coversIf you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view detailsNext stepIf you have certain clients that you do not wish to offer Prospecting Tool to, you can turn if off from Agency Left Menu -> List of accounts -> Search for location -> View details and toggling off the Offer Prospecting option.
Disabling Offers for certain clients
If you have certain clients that you do not wish to offer Prospecting Tool to, you can turn if off from Agency Left Menu -> List of accounts -> Search for location -> View details and toggling off the Offer Prospecting option.
Disabling Offers for certain clients (image 6 of 8)What this shows If you have certain clients that you do not wish to offer Prospecting Tool to, you can turn if off from Agency Left Menu -> List of…What this showsIllustrates the "Disabling Offers for certain clients" section of "How to Resell and use Prospecting Tool for Sub-Accounts".This screenshot appears in the "Disabling Offers for certain clients" section of "How to Resell and use Prospecting Tool for Sub-Accounts". The text alongside this image reads: If you have certain clients that you do not wish to offer Prospecting Tool to, you can turn if off from Agency Left Menu -> List of accounts -> Search for location -> View details and toggling off the Offer Prospecting option. Immediately after, the guide continues: This offer can only be disabled before the sale has happened. Once a location already purchases Prospecting Tool, you can not disable it from here.Image 6 of 8What this coversIf you have certain clients that you do not wish to offer Prospecting Tool to, you can turn if off from Agency Left Menu -> List of accounts -> Search for location -> View details and toggling off the Offer Prospecting option.Next stepThis offer can only be disabled before the sale has happened. Once a location already purchases Prospecting Tool, you can not disable it from here.
Please note:
This offer can only be disabled before the sale has happened. Once a location already purchases Prospecting Tool, you can not disable it from here.
How do your Clients complete the purchase?
Once your clients have discovered the feature, they can proceed to purchase Prospecting Tool from you by clicking on the Subscribe Now button.
How do your Clients complete the purchase? (image 7 of 8)What this shows Once your clients have discovered the feat ure, they can proceed to purchase Prospecting Tool from you by clicking on the Subscribe Now button.What this showsIllustrates the "How do your Clients complete the purchase?" section of "How to Resell and use Prospecting Tool for Sub-Accounts".This screenshot appears in the "How do your Clients complete the purchase?" section of "How to Resell and use Prospecting Tool for Sub-Accounts". The text alongside this image reads: Once your clients have discovered the feat ure, they can proceed to purchase Prospecting Tool from you by clicking on the Subscribe Now button. Immediately after, the guide continues: When your client clicks the Continue button the system will create the subscription, process the payment, and take them to the Prospecting Tool dashboard.Image 7 of 8What this coversOnce your clients have discovered the feat ure, they can proceed to purchase Prospecting Tool from you by clicking on the Subscribe Now button.Next stepWhen your client clicks the Continue button the system will create the subscription, process the payment, and take them to the Prospecting Tool dashboard.How do your Clients complete the purchase? (image 8 of 8)What this shows Once your clients have discovered the feat ure, they can proceed to purchase Prospecting Tool from you by clicking on the Subscribe Now button.What this showsIllustrates the "How do your Clients complete the purchase?" section of "How to Resell and use Prospecting Tool for Sub-Accounts".This screenshot appears in the "How do your Clients complete the purchase?" section of "How to Resell and use Prospecting Tool for Sub-Accounts". The text alongside this image reads: Once your clients have discovered the feat ure, they can proceed to purchase Prospecting Tool from you by clicking on the Subscribe Now button. Immediately after, the guide continues: When your client clicks the Continue button the system will create the subscription, process the payment, and take them to the Prospecting Tool dashboard.Image 8 of 8What this coversOnce your clients have discovered the feat ure, they can proceed to purchase Prospecting Tool from you by clicking on the Subscribe Now button.Next stepWhen your client clicks the Continue button the system will create the subscription, process the payment, and take them to the Prospecting Tool dashboard.
When your client clicks the Continue button the system will create the subscription, process the payment, and take them to the Prospecting Tool dashboard.
How does the billing work?
When your client purchases Prospecting Tool it creates 2 subscriptions in the System
Between your client's card & your Stripe Account so you can collect payment from your clients
Between GHL Customer Care & your card so you can pay $29 / month to GHL Customer Care
Frequently asked questions
How do your Clients complete the purchase?
Once your clients have discovered the feat ure, they can proceed to purchase Prospecting Tool from you by clicking on the Subscribe Now button. When your client clicks the Continue button the system will create the subscription, process the payment, and take them to the Prospecting Tool dashboard. How does the billing work? When your client purchases Prospecting Tool it creates 2 subscriptions in the System Between your client's card & your Stripe Account so you can collect payment from your clients Between GHL Customer Care & your card so you can pay $29 / month to GHL Customer Care
