Create an integration point in GHL and/or Zapier, where we can have triggers and actions withing the Agency Level.

Internally, through GHL Workflows, a portion of these ideas could work as just a Workflow option in the Agency menu, but since we need to get triggers from forms, proposals, orders, etc... if we could mark OUR Agency Sub-Account as just that (the main agency's sub-account) and have an Workflow options in there that are specific to the agency level, that could do the trick.

Example 1) When someone fills out a form (either GHL or other), add them to the Prospecting Tool and then automatically send then the link or get the PDF and attach to an email.

Example 2) Setup, suspend and/or remove a sub-account when Agency sells through another system (allowing them to use GHL as an add-on if they're billing from another system). Subset to this, allow querying of subaccount usage/totals of paid features (Phone, Email, AI) for adding to invoices/billing in other systems (for example through QuickBooks).

Example 2b) When a proposal is approved or a deposit/payment has been made, create new sub-account and send emails/other actions. When payment fails, after X days/unsucceful attempts, suspend account and send notices/other actions.

Example 3) When sub-account reaches X usage, send emails to specific people (in this case admin and customer).

Example 4) Every Sunday, poll the useage of Phone, Email and AI to generate a report for sub-account through the agency API (instead of having to create a connection for each sub-account and replicate the automation numerous times).

The possibilities are wide open with this and can enable additional usage and profitability while requiring less time to execute processes manually.