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BUILT WITH SEQUENCE
FOR AGENCIES RUNNING AI RECEPTIONISTS IN GOHIGHLEVEL
Keep the GHL wallet funded. Sweep the rest to profit.
Every time a client pays you, money lands in Sequence. The buffer card your GHL wallet pulls from stays loaded, so auto-recharge never fails, and whatever’s left goes to checking as profit.
WHAT YOU GET
Three pieces of the setup.
Money map
Client payout → Money In → buffer card + checking.
Automations
Reload the buffer on every payment; weekly safety top-up as backstop.
Pods
Money In, buffer card, and checking, kept apart on purpose.
THE PROBLEM
The agency wallet runs on a different clock than retainers.
HighLevel auto-recharge pulls from a card on file whenever the wallet dips. If that card isn’t deliberately funded, and profit isn’t swept aside, you’re either topping up by hand or watching usage eat margin.
Manual top-ups between client payments
The wallet dips; someone has to refill it.
Float and profit share one balance
Operating money gets spent as if it were margin.
GHL pulls; it doesn’t get pushed
Auto-recharge only works if the card on file stays loaded.
No split when a retainer lands
Payment hits, and nothing automatically reloads the buffer or parks profit.
THE FLOW
GHL Wallet Autopilot: the loop
Every client payment lands in Money In. Sequence reloads the buffer card your GHL wallet pulls from, and sweeps the rest to checking as profit.
Client payout
From GHL / Stripe
Money In
Where payments land
SPLIT
Buffer card
Kept at your float target
PULL
GHL Wallet pulls to recharge
Checking
Agency profit
Every payment reloads the buffer card your GHL wallet pulls from, then sweeps the rest to checking.
GO LIVE
01
Point revenue at Money In
Copy the pod’s account details into your GHL/Stripe payout destination.
02
Paste the buffer card into HighLevel
Issue the Sequence virtual card, add it as the wallet payment method, turn on auto-recharge.
03
Activate the rules
Flip on refill+sweep and the weekly safety top-up when you’re ready.
WHO THIS IS FOR
A narrow fit, on purpose.
BEST FOR
Agencies selling AI receptionists on HighLevel
Using or wanting GHL wallet auto-recharge
Want retainers to fund usage float and park profit automatically
Okay running a short Claude Code setup against their Sequence account
SKIP IF
No GHL or usage wallet in the stack
Want Sequence to push into HighLevel via an API integration
Looking for a billing calculator or per-client P&L worksheet
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BUILT WITH SEQUENCE
Get the GHL Wallet Autopilot skill
Open the skill, connect Sequence, and wire Money In → buffer card → checking in a few minutes. Then paste the card into HighLevel.
HighLevel is a trademark of HighLevel Inc. This page is not affiliated with or endorsed by HighLevel.
QUESTIONS
Reasonable things to ask.
No. You paste a Sequence virtual card into HighLevel's wallet payment methods and turn on auto-recharge. Sequence keeps that card loaded; GHL pulls when it recharges.
No. HighLevel pulls from the card on file. Sequence's job is keeping that buffer card loaded so the pull clears.
Money In and Money Out (buffer) pods, a refill+sweep rule on every client payment, and a weekly safety top-up from checking. Rules are created paused; you activate them.
No. Setup creates accounts and paused rules, and can run a simulation. Real money only moves after you activate the rules yourself.
It's an open agent skill on GitHub (getsequence/skills → ghl-setup). Run it from Claude Code with the Sequence MCP connected.
One skill for agencies running AI receptionists inside GoHighLevel.