KRATE SOLUTIONS | PLATFORM OWNERSHIP PROPOSAL
Own Your Platform
Everything your white-label GoHighLevel does today, rebuilt in an account you own, with the keys handed to you.
Prepared for
Matt Westmoreland, Corpus Christi Athletic Club
Prepared by
Krate Solutions | June 26, 2026
Confidential. Prepared exclusively for Corpus Christi Athletic Club.
See It Before You Read It
We did not just write you a proposal. We built you the thing.
Two demos, built on your real club. Open them, play with them, then read the rest.
Live Demo
The AI Operations Console
A working AI cockpit on your real numbers (13,612 members, your leads, your conversion). Your team just talks to it. Clickable right now. Priced separately in its own proposal.
Open the live console →
Live Demo
A Cinematic Site of Your Club
A scroll-driven cinematic experience of the club. Your courts, your pool, your floor, your members training. Built and live, scroll it.
See the cinematic site →
At a Glance
What you walk away with.
You own your platform. Your own GoHighLevel account, your data, your automations. No middleman.
Everything replicated. A faithful copy of what you run today, rebuilt in the account you own.
A map of what you are missing. The Evaluation shows exactly what your current provider is not giving you.
Optional upkeep. A $750/mo plan if you want us keeping it current. Totally optional, cancel anytime.
Starts with a $2,500 Platform Evaluation, fully credited to the build. If you proceed, it costs you nothing, and you own the blueprint either way.
Executive Summary
Own the platform you already run your club on.
You already run your club on a white-label GoHighLevel, and your team knows it well. The problem is not the software. It is that you rent it. Every month you pay a provider for access to a platform you do not own, on their terms and their roadmap. This proposal changes that. We inventory everything you have today, rebuild it inside a GoHighLevel account you own, migrate your data, hand you the keys, and train your team. You end up with at least everything you have now, owned outright, paying GoHighLevel directly instead of a middleman. A club running 5,755 active memberships across 13,612 members, generating 638 leads and 193 new sales every month, deserves to own its own stack. After handoff, an optional Care plan keeps your system current with GoHighLevel's weekly platform updates. You own it either way. Separately, we have scoped an AI operations console that can sit on top of your owned platform, and that is its own proposal.
Objectives
  • Own your platform.
  • Keep every feature you rely on.
  • Stop paying a middleman for access.
  • Control your data and your roadmap.
Approach
  • Inventory what you have.
  • Replicate it into your own account.
  • Migrate your data.
  • Hand over the keys.
  • Train your team. Optional Care after.
Outcomes
  • Full feature parity, owned.
  • Direct GoHighLevel billing.
  • Your data and your control.
  • No vendor lock-in.
Platform Evaluation
$2,500
fully credited to the build
Replicate and Own
$40,000 to $50,000
one-time, locked at the Evaluation
Beyond-Parity Add-ons
Optional
priced at the Evaluation
Optional Updates from
$750/mo
cancel anytime
Next step: approve the Platform Evaluation and we inventory your platform and lock the parity scope.
Current Situation
You run your club on a great platform. You just do not own it.
You rent a white-label GoHighLevel through a provider, and it runs a lot of your club: member communications, sales pipelines, bookings, reviews, loyalty. Your team knows it and relies on it every day. But you do not own it. You pay every month for access, the provider controls the account and the roadmap, and if their price climbs or their service slips, you are exposed.
You are also paying a markup. A white-label provider pays GoHighLevel a wholesale rate and charges you a retail price for the same software plus their management on top. That monthly fee buys you access, not ownership. After years of paying it, you still own nothing.
The issue is not the platform. It is that you rent it instead of owning it.
Cost of Renting
What staying on a rented platform is costing you
Financial
Every month is rent for software you could own. Over a few years the provider markup alone can exceed the one-time cost of owning the system outright.
Control
The provider holds the account. Your data, your automations, and your roadmap sit on their terms, not yours.
Risk
A price increase, a drop in service, or simply wanting to switch providers all become disruptive, because the platform belongs to them, not you.
Why Act Now
The longer you rent, the more markup you pay for an asset you will never own. Ownership ends that the day we hand you the keys.
The Opportunity, By the Numbers
One-time ownership versus indefinite rent.
Yours,
not rented.
The reason to do this is not a monthly saving. It is that you want off your current provider, and you want the system to be yours. A one-time build makes it permanently yours, an asset you hold, not access you rent.
Wholesale,
not retail.
After handoff you pay GoHighLevel directly (roughly $97 to $497 per month depending on plan) instead of a provider's marked-up monthly for the same software.
Full
parity.
You keep every feature you have today. Nothing is lost in the move. See the full inventory in the next section.
Your data,
your control.
One hundred percent of your contacts, automations, and history, owned and portable. No lock-in.
Optional,
not locked.
Any Care plan after handoff is cancel-anytime. You own the system regardless of whether you keep us on.
What You Own, and What You Are Missing
The full GoHighLevel landscape, sorted at the Evaluation.
Most white-label setups switch on only a fraction of what GoHighLevel can do. We do not yet know exactly what yours includes, and we will not pretend to. The Platform Evaluation maps it. Everything you already have, we replicate into an account you own. Everything you are missing becomes an optional add-on you choose. Here is the full landscape.
Which of these are yours to replicate, and which are gaps to add, is exactly what the Evaluation determines.
1. CRM and Contacts
  • Unified member and prospect database with full activity timeline
  • Smart lists, tags, custom fields, and segmentation
  • Bulk actions, import and export, contact deduplication
2. Omnichannel Inbox
  • Two-way SMS, email, web chat widget
  • Facebook and Instagram DMs, WhatsApp, Google Business Messages
  • Single team inbox with snippets, internal notes, and conversation assignment
3. Phone and Voice
  • Built-in VoIP numbers, call tracking and recording
  • IVR menus and Missed-Call Text-Back
4. Pipelines and Opportunities
  • Visual Kanban for membership sales, corporate, and trial pipelines
  • Stages, values, and automation triggers on pipeline movement
5. Calendars and Scheduling
  • Appointment, team, and round-robin calendars
  • Class and group calendars with automated confirmations and reminders
  • Resource-constrained service calendars (courts, spa, recovery, swim, nursery) with room, equipment, and staff constraints
6. Funnels, Landing Pages, and Forms
  • Your existing GoHighLevel funnels and landing pages (guest pass, corporate wellness). This is your GHL marketing, not your website.
  • Forms, surveys, quizzes, order forms, and conditional logic
  • Trigger links and QR codes
7. Email and SMS Marketing
  • Campaigns, bulk send, templates, scheduling, and drip sequences
  • A/B testing
8. Workflow Automation
  • Visual builder with triggers, if/then branching, and multi-channel sequences
  • Trial-to-member nurture, win-back, dunning, and onboarding automations
  • Lifecycle automations: birthday, renewal, re-engagement
9. Payments and Billing
  • Stripe and Authorize.net, recurring subscriptions across all membership tiers (Single, Couples, Family, Platinum, Distinguished Citizen, Corporate, Short Term)
  • Invoices, estimates, Text-to-Pay, and Tap-to-Pay
  • Products, coupons, and failed-payment recovery (dunning)
10. Memberships, Communities, and Portal
  • White-label member portal on your own subdomain
  • Member mobile app, courses, and content
  • Communities and groups (tennis leagues, Pilates, youth-parent)
  • Loyalty and points (CCAC Perks) via custom fields and workflows
11. Reputation Management
  • Review requests in drip mode
  • Google and Facebook review monitoring and Reviews AI auto-responses
  • Sentiment routing to the right team member
12. Affiliate and Referral Manager
  • Member referral program with tracking links and rewards
13. Documents and Contracts
  • Proposals, contracts, and e-signature
  • Corporate payroll-deduction agreements with digital sign-off
14. Social Planner
  • Schedule and post to social channels from a single queue
15. Reporting and Dashboards
  • Attribution, call, appointment, and ad reporting
  • Agent and team reporting, custom dashboards
16. Mobile Apps
  • LeadConnector staff app for your team
  • White-label member app
17. Integrations and API
  • Native integrations, Zapier, REST API, and webhooks
  • Gym management system sync via scoped Private Integration Tokens, so member data stays current across both systems
At the Evaluation we sort this into two columns for you: what you own, and what you can add.
Add-on Capabilities
Beyond Parity: What Your Provider Isn't Giving You
Replication gets you everything you already have, owned. This is where we go further. These are the high-value capabilities most white-label setups never turn on. If the Evaluation shows your current provider is not giving you these, each is an optional add-on we build on top, priced once we know what you are missing.
Optional Add-on Categories
  • Resource-aware service calendars: courts, spa, recovery, swim, and nursery, all booked against rooms, equipment, and staff at once, so nothing gets double-booked and every bookable asset earns revenue
  • True white-labeled member portal with communities: a branded member-facing app and social layer your club controls, not your provider's
  • Gamified loyalty: a CCAC Perks-style points and rewards engine that drives visits, referrals, and upgrades through earned status
  • Reviews AI and reputation automation: automated review requests, AI-drafted responses, and sentiment routing to the right team member
  • Affiliate and referral engine: member referral tracking, reward payouts, and corporate partner links with attribution
  • Corporate and payroll-deduction onboarding: City of Corpus Christi-style programs with digital agreements, payroll codes, and HR integrations
  • Advanced retention and win-back automation: at-risk member detection, failed-payment recovery sequences, and lapsed-member re-engagement
  • After-hours AI conversation bot: an intelligent booking and inquiry bot that handles member requests around the clock, without staff on the phone
All optional, all priced at the Evaluation, none of it assumed to be in your current build.
Recommended Approach
Inventory, replicate, migrate, hand over the keys.
We inventory what you have, rebuild it in your own account, move your data, and hand you the keys. Most clubs are fully transitioned in four to five weeks.
0
Platform Evaluation
1 to 2 weeks, $2,500 (fully credited)
  • We get access to your current GoHighLevel account (or walk it with you live, or from a snapshot export) and inventory exactly what you have today: every funnel, workflow, calendar, pipeline, form, integration, and automation.
  • You get a complete map of your system, the fixed price to replicate and own it, and a clear list of what your current provider is not giving you that you could add.
  • You own the Evaluation even if you stop here, and the full $2,500 credits to the build.
1
Build Your Account
Weeks 1 to 2
  • We stand up your own GoHighLevel account and replicate the full configuration: snapshots, workflows, calendars, pipelines, portal, and templates.
2
Migrate Your Data
Week 3
  • We move contacts, history, and assets into your account and test parity against your current setup, side by side.
3
Handoff and Train
Week 4
  • We transfer admin ownership, train your team, and deliver documentation. The keys are yours.
4
Care and Updates (optional)
Ongoing, cancel anytime
  • We keep your owned system current with GoHighLevel's weekly releases. Cancel anytime.
Scope of Work
Four phases, one owned system
Platform Evaluation
  • A complete map of everything you have today: what is yours to replicate, what you are missing, and a fixed parity scope for the rebuild.
Replicate into Your Account
  • Your own GoHighLevel account, configured to match what you have now, feature for feature.
Migrate and Verify
  • Your contacts, history, and assets moved in and tested for parity, with nothing lost.
Handoff and Train
  • Admin ownership transferred, your team trained, documentation delivered. You hold the keys.
Separate Proposal, Optional
The AI Operations Console

Once you own your platform, you can put an intelligence on top of it. An all-in-one console, branded for the club, that your team chats with in plain language to update members, change settings, recover at-risk accounts, and read live KPI dashboards, all wired to your GoHighLevel and your own data.

The AIOS is a completely separate engagement from this Replicate and Own proposal. It has its own scope, its own monthly subscription price, and its own dedicated proposal. Nothing in this proposal's cost covers the AIOS. We have already built you a working demo on your real numbers so you can see it before you decide.

See the live demo →
Investment
Two buckets, plus optional add-ons priced at the Evaluation.
We do not fix a price on work we have not scoped yet. The Evaluation is the paid audit that makes everything else possible, and the build is priced as a range and locked there.
1
Platform Evaluation, $2,500 (credited)

The paid audit of your current GoHighLevel build. We get access to your account (or walk it with you live, or from a snapshot export) and inventory exactly what you have today: every funnel, workflow, calendar, pipeline, form, integration, and automation. You get a complete map of your system, the fixed price to replicate and own it, and a clear list of what your current provider is not giving you that you could add. Fully credited to the build. This is what makes everything else possible, and the easiest first step.

2
Replicate and Own, $40,000 to $50,000

A faithful copy of what you already have, in an account you own. We rebuild your current setup inside a GoHighLevel account you own, migrate your data, hand over the keys, and train your team. The exact figure is locked at the Evaluation, scoped to what you actually have. One-time, phased 40 percent at kickoff, 30 percent at midpoint, 30 percent at handoff. You own everything outright.

+
Beyond-Parity Add-ons: Optional, priced at the Evaluation

The high-value capabilities most white-label setups never turn on. If the Evaluation shows your current provider is not giving you these, each is an optional add-on we build on top. No dollar amounts until we know what you are missing, because the price depends on what is already there. See the full list of add-on categories in the previous section.

+
Optional: Updates and Edits, $750/mo

Totally optional, cancel anytime. For when GoHighLevel ships changes or you want edits and tweaks. You own the platform with or without it.

Why updates matter on an owned platform

GoHighLevel ships platform updates almost every week. New features, changed menus, retired tools, the occasional breakage. Owning your platform means keeping up with all of it is yours to do. An optional Updates and Edits plan means it is not. We track every release, adopt the features worth adopting, fix anything a GoHighLevel change breaks, and keep your owned system current and sharp. You own it. We keep it from going stale.

You own your platform outright. Beyond-Parity add-ons and the Updates and Edits plan are both optional. Cancel anytime and you keep everything.
Stop Renting. Own It.
It becomes yours.
This is not about shaving a few dollars off a monthly bill. It is about control. You want off your current provider, and you want the system to be yours. That is exactly what this delivers.
It Is Yours
You hold the GoHighLevel account, the logins, the data, and every automation. Not a provider's agency account. Yours.
No Dependence
If your relationship with any vendor ends, including us, the system stays with you, fully intact, and any GoHighLevel professional can run it. No one can switch it off, lock you in, or hold it over you.
Your Roadmap
Changes happen on your schedule and your priorities, not a provider's release calendar or pricing decisions.
Direct, No Middleman
You pay GoHighLevel directly for the platform you own. No agency in between, and no markup on top.
Bottom line: You stop renting your operation from someone else. You own it, you control it, and no one can take it away.
Timeline and Milestones
Four to five weeks from Evaluation to keys in hand.
Milestone Deliverable When
Platform Evaluation delivered
Parity scope locked
Complete inventory of your current platform, gap analysis, and a fixed parity scope for the rebuild Week 0
Your owned account stood up
40% deposit received
GoHighLevel account created, full configuration replicated Weeks 1 to 2
Data migrated and parity-tested
30% payment due
Contacts, history, and assets moved in and verified against current setup Week 3
Admin handoff and team training
Final 30% payment due
Admin ownership transferred, team trained, documentation delivered. Keys transferred. Week 4
Optional Care begins Ongoing GoHighLevel updates, integration monitoring, and optimization Ongoing
What Good Looks Like
Confirmed at handoff.
KPI Target When
Full feature parity confirmed
Every capability in the rented account replicated in the owned account
100% parity before handoff Week 3
Zero data loss on migration
All contacts, history, and assets verified in the owned account
Zero records missing Week 3
Admin ownership transferred
Your team holds full admin access, not the provider
Complete at handoff Week 4
Team trained and self-sufficient
Your staff can operate the owned platform independently
Training completed before keys transfer Week 4
Monthly access cost shifted
Provider markup replaced by GoHighLevel direct subscription
Zero middleman fees after handoff After handoff
KPI targets are confirmed during the Platform Evaluation using your real setup and your real provider invoice.
Who You Are Working With
Nathan Bigbee
Nathan Bigbee
Founder, Krate Solutions LLC | Google Professional AI Certified
Krate Solutions is an AI consulting and implementation firm, founder-led and based in Corpus Christi, led by Nathan Bigbee, who is Google Professional AI Certified. We build engagement systems and AI for businesses that compete on experience. You work directly with the person doing the work, not an account layer.
  • We explain everything in plain language, we quantify before we recommend, and we tell you when something is not worth doing.
  • Being local to the same market you serve means we understand your members and we are a short drive away when it matters.
  • Google Professional AI Certified, focused on practical systems that produce booked appointments, captured leads, and retained members, not buzzwords.
Where We Work
Local Corpus Christi businesses, and clients across multiple states
Krate Solutions serves local Corpus Christi businesses and clients across seven states (Texas, Washington, Idaho, Kansas, Minnesota, South Carolina, and Florida), with deep roots here on the Texas coast. Every engagement is founder-led, directly accountable, and built around your specific system, not a generic playbook.
Appendix
Assumptions, Exclusions, and Next Steps

This proposal assumes

  • Your current white-label is a standard GoHighLevel sub-account whose configuration can be replicated.
  • You can establish your own GoHighLevel account at the appropriate tier.
  • A data export from your current provider is obtainable.
  • A point of contact is available for the cutover.

Not included in this scope

  • GoHighLevel's own subscription fee (paid by you directly to GoHighLevel).
  • Paid advertising spend.
  • Third-party processing fees (for example Stripe).
  • Beyond-Parity add-ons (optional, chosen and priced at the Evaluation).
  • The AI operations console (separate proposal).
  • Your website. You just rebuilt it, and it stays exactly as it is. We do not touch it.
Client Responsibilities
Next Steps
How to Move Forward
  1. Approve the Platform Evaluation ($2,500, fully credited to the build).
  2. We inventory your current platform, produce the gap analysis, and lock the parity scope.
  3. We build your owned account and migrate your data.
  4. We hand over the keys and train your team. Pricing held through July 31, 2026.
On acceptance of this proposal, the scope and commercial terms above are formalized in a Krate Solutions services agreement, which governs the legal relationship between the parties (including intellectual property, confidentiality, and limitation of liability).
Questions? Contact Nathan Bigbee directly: nate@kratesolutions.com
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