Resellers of Bot

Here's a full breakdown of how each setup option could work for managing access, billing, and re-billing for resellers (agencies) and their restaurant clients in Go High Level (GHL). I’ll include setup details, pros and cons, and how using the API and SaaS Mode can enhance each approach.

Option 1: Separate Agency Accounts for Each Reseller

Overview: Each reseller operates as its own agency with separate sub-accounts for their restaurant clients.

Setup

1. Agency Structure:

   • Each reseller has a standalone GHL agency account, providing them with full autonomy to create and manage their restaurant clients as sub-accounts.

2. Access Control:

   • Resellers (as agency owners) have complete control over their sub-accounts.

   • Restaurant clients are set up as sub-accounts under the reseller’s agency, so each reseller’s agency functions independently.

3. Billing:

   • Direct Billing for Resellers: Each agency is billed directly by the parent GHL account for their usage, including the total number of sub-accounts.

   • Re-Billing to Restaurant Clients: Resellers have the flexibility to set up their own billing and re-billing structures within their agency. This could be done using GHL’s Stripe integration, where each reseller can customize and invoice their restaurant clients based on usage, monthly fees, or per-minute fees.

API and SaaS Mode Options

If using SaaS Mode:

• GHL’s SaaS Mode could be configured to create standardized packages that each agency can offer their sub-accounts, such as different service tiers or per-minute usage rates.

If using API Integration:

• You can automate account creation for each reseller, setting up a new agency account and initial settings.

• API workflows can automate minute tracking and reporting, pushing relevant usage data to each reseller’s agency account for reporting and billing.

Pros and Cons

Pros:

• Full autonomy for resellers: Each reseller has their own environment to manage restaurant clients independently.

• Easy custom branding: Resellers can brand their agency and product offerings however they like.

• Flexible re-billing: Resellers have the flexibility to re-bill at customized rates based on their own business models.

Cons:

• Higher cost: A separate GHL agency account for each reseller can be costly, as each agency account incurs a fee.

• Complexity in central management: No central visibility for the main parent agency; each reseller’s data is siloed.

Option 2: Single Parent Agency with Segmented Sub-Accounts for Each Reseller

Overview: A single agency manages all sub-accounts, with each reseller’s restaurant clients organized as specific sub-accounts under this parent agency.

Setup

1. Agency Structure:

   • Create a single agency in GHL as the central “parent” agency.

   • Each restaurant client (sub-account) is organized under the parent agency, with role-based access provided to each reseller.

2. Access Control:

   • Use role-based permissions in GHL to assign resellers access only to their specific restaurant clients.

   • Resellers have “Manager” permissions within their assigned restaurant clients, allowing them to manage but not access other resellers’ clients.

3. Billing:

   • Direct Billing for Resellers: You can set up custom billing workflows to charge each reseller based on their total sub-accounts or minute usage.

   • Re-Billing to Restaurant Clients: Each reseller could use Stripe integration within their assigned sub-accounts to bill restaurant clients based on a per-minute rate or monthly fee.

   • Usage Tracking and Reporting: Use an external database or Google Sheets with GHL’s API to track minute usage and generate custom reports for each reseller, giving visibility into their clients' usage.

API and SaaS Mode Options

If using SaaS Mode:

• SaaS Mode can standardize service offerings across all sub-accounts, with minute usage pricing and other subscription features easily applied to all restaurant clients.

• Set up automated SaaS billing that invoices each reseller at the end of each month based on usage, number of sub-accounts, or both.

If using API Integration:

• You can automate minute usage tracking, so data flows from your voice bot (e.g., via Twilio) directly to each restaurant client’s sub-account.

• API workflows can streamline the creation and configuration of new sub-accounts as restaurant clients come on board.

Pros and Cons

Pros:

• Centralized control and visibility: All data is within one agency, making it easier to manage, track, and report usage across all clients.

• Reduced cost: One agency setup reduces GHL subscription costs.

• Simplified re-billing setup: Using centralized reporting, you can manage and charge resellers easily, with a single workflow.

Cons:

• Less autonomy for resellers: Resellers don’t have independent agency accounts, so they lack certain customization options.

• Limited branding flexibility: Since it’s a single agency, branding is managed at the parent agency level, which might be restrictive for resellers wanting to white-label their offerings.

Option 3: Hybrid Approach with SaaS Mode for Multi-Tiered Access

Overview: This hybrid approach combines a single parent agency for overall control and GHL’s SaaS Mode to set up automated billing and reporting for each reseller and their clients.

Setup

1. Agency Structure:

   • Set up a primary GHL agency account in SaaS Mode.

   • Configure SaaS packages tailored for reseller needs, such as varying levels of per-minute usage, basic versus premium bot features, etc.

2. Access Control:

   • Use SaaS Mode's built-in permissions to provide resellers access to only their clients within the main agency.

   • Configure roles so each reseller has access to only the clients they manage, with client-only access restricted to view their own account data.

3. Billing:

   • Automated SaaS Billing: GHL’s SaaS Mode can automatically charge each reseller at the end of the month for their clients’ total usage.

   • Re-Billing to Restaurant Clients: Resellers can leverage SaaS Mode's subscription options to set up different packages for their clients, allowing for easy markups and re-billing.

   • Usage Tracking and Reporting: Centralize minute usage tracking using an external database or API. The SaaS Mode packages can be set to charge resellers based on this usage, automatically updating at month-end.

API and SaaS Mode Options

• SaaS Mode automates many of the processes, especially standardized billing.

• The API can further enhance SaaS Mode by allowing custom workflows for per-minute usage data, feeding data directly from your voice bot software (e.g., Twilio) into GHL’s billing and reporting.

Pros and Cons

Pros:

• Highly automated: SaaS Mode simplifies billing, tracking, and reporting workflows, reducing manual work.

• Flexible re-billing: Resellers can offer custom packages to their clients, which can be tracked and billed through SaaS Mode.

• Centralized control with reseller autonomy: The hybrid approach enables more reseller autonomy than Option 2 while retaining centralized visibility.

Cons:

• Limited customization in SaaS packages: GHL’s SaaS Mode may have limitations in fully customizing packages.

• Additional complexity for setup: The hybrid setup requires more configuration than other options, including API integrations.

Summary Comparison

Each option has trade-offs depending on whether you prioritize reseller autonomy, centralized control, cost-effectiveness, or automation. The Hybrid Option with SaaS Mode provides a balance of automation, centralized control, and flexibility, making it ideal for scalability while still giving resellers a level of autonomy.

Let me know if you'd like further customization suggestions based on your priorities!