Experienced White-Label SaaS Agency Builder / Fractional COO — Must Have Built Agencies From Scratch

About the role

Experienced White-Label SaaS Agency Builder / Fractional COO — Long-Term Growth & Performance Bonuses

Remote | Worldwide | Expert Level | Initial Project: $500–$1,000 | Long-Term Opportunity

About New Patient Booked AI

I am launching New Patient Booked AI, a U.S.-based digital marketing and white-label SaaS agency designed to help healthcare and appointment-based businesses attract new customers, convert leads into booked appointments, and increase revenue.

Our target clients include:

• ·Medical spas and aesthetic practices
• ·Dentists and dental offices
• ·Chiropractors and rehabilitation clinics
• ·Physicians and family medical practices
• ·Wellness centers
• ·Veterinary clinics
• ·Other appointment-based businesses

Our goal is to build a scalable, recurring-revenue agency that combines GoHighLevel, Meta advertising, AI-powered automation, CRM technology, and real human appointment setters and sales closers.

I am seeking an experienced white-label SaaS agency builder, fractional COO, or agency operations director who has successfully built and launched marketing agencies from the ground up.

This is not simply a website development, Facebook advertising, or GoHighLevel technical position.

I am looking for someone who can help build the entire business operation, recruit and manage the right specialists, develop efficient systems, and ultimately help scale the agency into a profitable business.

I will remain the business owner and strategic decision-maker. My goal is to establish a professional, well-managed operation that can eventually function with minimal daily involvement from me.

Compensation — Initial Project, Growth Opportunities & Performance Bonuses

I believe in starting with a practical, mutually beneficial arrangement and increasing compensation as the business develops and produces measurable results.

Initial paid project: $500–$1,000

This initial budget is for an agreed first phase of agency planning, architecture, launch preparation, and prioritized setup deliverables—not the complete development and ongoing operation of the entire agency.

The exact scope and payment amount will be negotiated based on your experience, proposed approach, and deliverables.

I am particularly interested in candidates who can work efficiently, leverage existing expertise and resources, and help establish a lean agency without unnecessary overhead.

Long-Term Compensation Opportunities

For the right candidate, I am open to discussing:

• ·Additional fixed-price implementation milestones.
• ·Ongoing monthly management compensation as the agency grows.
• ·Performance bonuses tied to agreed business results.
• ·Bonuses for successfully launching operational systems.
• ·Incentives for acquiring and onboarding paying agency clients.
• ·Bonuses tied to collected recurring revenue, client retention, and profitability.
• ·Increased responsibility and compensation as the agency scales.

I want compensation to grow alongside the success of the business.

For example, performance incentives could be tied to achieving agreed milestones such as:

• ·Successfully launching the agency infrastructure.
• ·Signing the first 5 paying clients.
• ·Reaching 10 active paying clients.
• ·Reaching 25 or more active paying clients.
• ·Achieving agreed monthly recurring revenue targets.
• ·Maintaining strong client retention and healthy operating margins.

These are potential incentive structures, not guaranteed payments or preset commission rates. Specific bonus amounts, performance definitions, payment timing, and responsibilities will be agreed upon in writing before work begins.

My objective is to develop a long-term, performance-oriented relationship with someone who is motivated to help build a successful company—not simply complete a one-time freelance assignment.

I welcome candidates who have their own ideas for a fair, sustainable combination of milestone payments, management compensation, and performance-based incentives.

1. 1.Proven Agency-Building Experience — Essential

My preferred candidate has personally built or played a leading operational role in building at least two white-label SaaS or digital marketing agencies from scratch.

You should be able to demonstrate experience with:

• ·Starting agencies from the planning stage.
• ·Building white-label GoHighLevel agency infrastructure.
• ·Developing recurring monthly service packages.
• ·Recruiting and managing technical and marketing teams.
• ·Launching advertising and lead-generation services.
• ·Establishing appointment-setting and sales operations.
• ·Creating client onboarding and fulfillment systems.
• ·Developing standard operating procedures.
• ·Managing budgets, contractors, and performance.
• ·Growing an agency from its first clients toward a scalable recurring-revenue business.

You must be able to explain what you personally accomplished, not simply what an agency you worked for accomplished.

Please provide verifiable examples, case studies, or references from previous agency-building projects.

1. 1.GoHighLevel White-Label SaaS Platform

GoHighLevel will be a central part of the agency’s infrastructure.

I need someone capable of planning, building, or supervising:

• ·White-label agency setup and branding.
• ·Client subaccounts and reusable snapshots.
• ·CRM and sales pipelines.
• ·SMS and email automation.
• ·Lead capture and follow-up workflows.
• ·Appointment scheduling and calendar integration.
• ·Landing pages, forms, and sales funnels.
• ·Client onboarding and account provisioning.
• ·Recurring subscription and billing systems.
• ·Client reporting dashboards.
• ·Integrations with websites, Meta advertising, and other tools.
• ·Secure permissions and organized account administration.

The goal is to create a system that can support multiple clients without rebuilding every workflow from scratch.

You do not need to personally code every integration. However, you must understand the technology well enough to recruit, supervise, and evaluate qualified specialists.

1. 1.Agency Website and Branding

We need a professional website and online presence that communicates our services and converts visitors into consultations.

This includes overseeing:

• ·Agency website development.
• ·Professional branding and messaging.
• ·Mobile-friendly landing pages.
• ·Lead-capture forms.
• ·Consultation scheduling.
• ·CRM and automation integration.
• ·Basic SEO and analytics.
• ·Industry-specific service pages.

The website should position New Patient Booked AI as a credible, professional marketing and lead-conversion company.

1. 1.Meta Advertising and Lead Generation

A major component of the agency will be Facebook and Instagram advertising for our clients.

The agency must be able to offer:

• ·Meta advertising campaign management.
• ·Lead-generation strategy.
• ·Campaign setup and optimization.
• ·Advertising creative development.
• ·Landing pages and lead funnels.
• ·Conversion tracking.
• ·Performance reporting.
• ·Lead-quality monitoring.
• ·Customer acquisition strategies.

I want someone who can recruit and manage capable Meta advertising specialists and establish a consistent process for delivering results.

Our objective is not merely to generate leads.

Our objective is to help clients convert qualified leads into actual booked appointments.

1. 1.AI Automation and CRM Follow-Up

I want to incorporate AI and automation to improve efficiency, response times, and conversion rates.

Potential services include:

• ·Immediate lead-response automation.
• ·SMS and email follow-up sequences.
• ·Missed-call text-back systems.
• ·Appointment reminders and confirmations.
• ·Lead nurturing and reactivation.
• ·Website chat and lead-concierge tools.
• ·Automated CRM updates.
• ·AI-assisted administrative workflows.
• ·Integration between automated systems and human sales staff.

I am also interested in compliant website visitor identification and lead-intelligence tools where appropriate.

My preference is to use AI primarily for automation and efficiency while preserving genuine human interaction where it improves the customer experience.

1. 1.Human Appointment Setters and Sales Closers

One of our major competitive advantages will be the ability to offer real human follow-up and appointment-setting services.

I want to establish a reliable team that can:

• ·Call incoming advertising leads.
• ·Respond quickly to customer inquiries.
• ·Answer common service questions.
• ·Follow up with interested prospects.
• ·Schedule appointments.
• ·Confirm and reschedule appointments.
• ·Reactivate previous leads.
• ·Track conversion rates.
• ·Assist with closing sales where appropriate.

The agency builder should be experienced in recruiting, training, supervising, and evaluating appointment setters and sales personnel.

Professional spoken English and strong customer service are important for customer-facing positions.

The team should begin lean and expand as client demand and revenue justify additional staffing.

1. 1.Real-Person Video Advertising and Creative Services

I want our agency to provide high-quality advertising content.

My preference is for authentic video content featuring real people rather than relying primarily on AI-generated spokesperson avatars.

Services may include:

• ·Video advertising scripts.
• ·Real-person spokesperson videos.
• ·Facebook and Instagram video advertisements.
• ·Short-form promotional videos.
• ·Editing client-provided footage.
• ·Graphic design.
• ·Advertising creative testing.

The operations director should be able to recruit and coordinate reliable video editors, content creators, and designers.

1. 1.Monthly SaaS and Marketing Packages

We need to develop multiple recurring monthly service packages for businesses with different needs and budgets.

Packages may combine:

• ·CRM and marketing automation.
• ·Website lead capture.
• ·SMS and email marketing.
• ·Lead follow-up.
• ·Appointment scheduling.
• ·Meta advertising management.
• ·Human appointment-setting support.
• ·Video advertising and creative services.
• ·Reporting and performance reviews.

I need assistance developing competitive pricing, clear service inclusions, delivery costs, upgrade opportunities, and sustainable profit margins.

The agency must be designed around recurring revenue and efficient service delivery.

1. 1.Recruiting and Managing the Agency Team

I am not expecting one person to personally perform every technical, creative, marketing, and sales function.

I need someone who knows how to build and manage the team that performs those functions.

Potential team members include:

• ·GoHighLevel specialists.
• ·Website and funnel developers.
• ·CRM and automation specialists.
• ·Meta advertising managers.
• ·Graphic designers and video editors.
• ·Appointment setters and closers.
• ·Client account managers and support personnel.

The ideal candidate already has experience identifying reliable, cost-effective specialists.

I want a lean team with clearly defined responsibilities, measurable performance, and accountability.

All hiring decisions, software expenses, and significant operating commitments will require my approval.

1. 1.Agency Operations and Long-Term Scalability

My long-term vision is to build an agency capable of supporting approximately 10, 25, 50, and eventually 100 or more clients.

I need help establishing:

• ·Standard operating procedures.
• ·Client onboarding and offboarding.
• ·Team management systems.
• ·Project management and accountability.
• ·Quality control.
• ·Client reporting.
• ·Monthly performance reviews.
• ·Customer retention processes.
• ·Contractor and software cost controls.
• ·Repeatable service delivery.
• ·Scalable client support.

I want to build a business that operates through organized systems rather than depending entirely on the owner.

1. 1.Healthcare Industry Experience and Compliance

Experience marketing healthcare and wellness services is highly desirable.

Because many clients will be healthcare practices, our systems must account for applicable U.S. healthcare advertising requirements, patient privacy, marketing consent, and appropriate handling of sensitive information.

The agency should use ethical marketing practices, accurate advertising claims, and legally appropriate lead-generation methods.

Specialist legal or compliance review may be necessary for certain services and integrations.

1. 1.Initial 30-Day Launch Phase

I would like the selected candidate to propose a realistic initial 30-day plan.

The first phase should focus on establishing a solid foundation and identifying the fastest practical route to launching the agency.

Potential initial deliverables include:

Phase 1 — Agency Planning and Architecture

• ·Review the business model and target industries.
• ·Recommend the agency’s initial services and packages.
• ·Develop a prioritized implementation roadmap.
• ·Identify the minimum viable technology and staffing requirements.
• ·Prepare a realistic operating budget and launch timeline.

Phase 2 — Core Infrastructure and Team Planning

• ·Define and begin approved GoHighLevel setup priorities.
• ·Establish initial CRM and automation requirements.
• ·Plan website and lead-capture infrastructure.
• ·Identify required contractors and specialists.
• ·Create initial operational procedures.

Phase 3 — Launch Readiness

• ·Establish the client acquisition strategy.
• ·Prepare an initial sales and onboarding process.
• ·Identify the first services to launch.
• ·Develop measurable launch milestones.
• ·Present the next-stage implementation and growth plan.

The exact deliverables for the $500–$1,000 initial project will be mutually agreed upon before the contract begins.

I do not expect every component of the full agency to be completed within this initial budget or time frame.

The objective is to start intelligently, establish momentum, and expand in stages as results and resources permit.

1. 1.Ownership, Accountability, and Communication

I will retain ownership and control of the agency, its branding, domains, software accounts, customer relationships, and business assets.

All important systems should be established under company-controlled accounts, with appropriate administrator access and documentation.

The ideal candidate should:

• ·Communicate clearly and professionally in English.
• ·Be available for reasonable overlap with U.S. Central Time.
• ·Provide regular written progress reports.
• ·Work independently and proactively.
• ·Manage projects and specialists effectively.
• ·Recommend practical solutions.
• ·Obtain approval before incurring additional expenses.
• ·Respect deadlines and agreed milestones.
• ·Be transparent about capabilities, costs, and results.
• ·Be comfortable working directly with the business owner.

I am seeking someone who can take responsibility for execution and eventually help oversee day-to-day operations.

1. 1.Required Questions for Applicants

Please answer the following questions in your proposal:

1. 1.Agency experience: Have you personally built at least two white-label SaaS or digital marketing agencies from scratch? Describe each agency, your responsibilities, and the results achieved.

1. 1.Proof: Can you provide websites, case studies, references, or other verifiable examples of your agency-building experience?

1. 1.GoHighLevel: What experience do you have building white-label GoHighLevel agencies, including client subaccounts, CRM automation, billing, and onboarding?

1. 1.Team management: Have you recruited and supervised developers, advertising specialists, appointment setters, and sales teams? Please explain.

1. 1.Initial budget: Given an initial paid project budget of $500–$1,000, what specific deliverables would you propose, and what could realistically be accomplished?

1. 1.First 30 days: What would your first 30-day strategy be for launching New Patient Booked AI?

1. 1.Long-term compensation: Are you open to additional milestones, ongoing management compensation, and performance bonuses tied to agreed business results? What arrangement would you recommend?

1. 1.Resources: Do you already have reliable specialists or contractors you could recruit and manage?

1. 1.Availability: What is your time zone, current availability, and ability to coordinate with a U.S.-based business?

Final Message

I am serious about building New Patient Booked AI into a successful, long-term marketing and SaaS agency.

I am looking for an experienced business builder who understands technology, marketing, team leadership, and agency operations.

I value practical execution, financial discipline, transparency, and measurable results.

I want someone who sees the opportunity to help build a company—not simply complete a freelance task.

The right candidate will have the opportunity to take on greater responsibility and earn additional compensation as the business launches, acquires clients, and becomes profitable.

If you have a proven history of building white-label marketing agencies and are interested in a long-term, performance-oriented opportunity, I would welcome your proposal.

Please begin your application with the words “Agency Builder” so I know you have read the description carefully.