Welcome to the FormWise DIY Resources! This guide will help you import your AI Tool SaaS templates into your HighLevel subaccount and customize them so you can launch your Login Mode AI toolsets.
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Each template you import comes with two key pages:
Landing Page (Home Page)
This is your public marketing page where users learn about your AI toolkit and sign up.
Dashboard Page
After signing up, users land here and immediately access your SmartForms and CoPilots (Login Mode enabled).
✅ Every button on the landing page is already set up to lead users to your Dashboard.
✅ You simply update the copy, colors, and embed your FormWise toolset.
Below are the available templates with direct import links:
🎯 Built for coaches, consultants, and knowledge experts.
Use if you’re selling an AI toolkit based on your coaching frameworks (fitness coaching, business coaching, mindset, etc.)
🎯 Built for general niche business owners (realtors, service providers, boutique businesses, contractors, etc.)
Use if your AI toolkit is designed to help businesses save time, generate leads, market better, or streamline operations.
🎯 A polished SaaS-style general purpose template.
Use if you want your offer to feel like a full "software platform" — great for those launching multi-tool bundles like Content Suites, Growth Kits, Lead Vaults, etc.
What it is A plug-and-play funnel snapshot featuring a single embedded FormWise SmartForm that produces a polished business plan in under five minutes. Perfect as a free lead magnet today—and ready for direct pay-per-use monetization the moment single-tool billing lands in FormWise.
Primary use case
Lead Magnet Funnel: Drive cold traffic → deliver instant plan → drop contacts into your nurture sequence.
Tripwire Ready: Swap “Download PDF” button with Stripe/Paddle paywall when you’re ready to charge.
Gateway to Toolsets: On results page, upsell users into your full FormWise dashboard or coaching offer.
“We embedded LaunchPlan for our AI lead magnet on a one-page site Friday afternoon and picked up 17 leads by Monday.” — Beta agency tester
Have an idea to make single-tool monetization even smoother? Drop your thoughts in the FormWise Community Facebook Group—we’re actively collecting requests and shipping fast.
Once imported, here’s what you’ll want to update:
Use simple prompts like these to rewrite your sections:
"Write a headline that shows [niche audience] how they can [save time / grow / get results] using simple AI tools."
"Write a short description for a SmartForm called [Tool Name] that helps [niche audience] [do a specific task faster]."
"Write an FAQ about how my AI toolkit works for [target niche]."
✅ Make the page talk directly to your niche audience (fitness coaches, salon owners, realtors, etc.) ✅ Update testimonials and FAQs with niche-specific examples.
Match your brand’s colors inside HighLevel funnel editor.
Keep it clean and simple — your users care about trust, not flashiness.
Replace any placeholder logos with your logo (or create a quick Canva version if needed).
Screenshot your actual FormWise dashboard with your SmartForms + CoPilots.
Replace any placeholder screenshots on the page.
Or generate soft gradient backgrounds using prompts like: "Create a dark smooth gradient background image for a modern coaching AI SaaS landing page."
On the Dashboard page, embed your FormWise Login Mode link.
Make sure your SmartForms and CoPilots are inside Login Mode so users sign up and land directly inside the dashboard.
Tip: Always test the signup yourself to make sure the user flow feels smooth!
✅ Post about it in niche Facebook groups (value post, no spam) ✅ Email your list (even if it’s small) offering early access ✅ DM past clients who may want a low-friction way to get your help ✅ Post a before/after story (Example: "Before: 2 hours writing follow-ups. After: 5 minutes with my new AI toolkit.")
✅ Most importantly: Launch simple. Iterate later. (Your first users will help you improve.)
Import Funnel + Connect Domain
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Update Copy for Your Niche
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Add Your Brand Colors & Images
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Embed Your Toolset on Dashboard
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Test Signup Flow In Incognito
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Start Inviting Users
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How do I create a toolset in FormWise? → From your dashboard, click "New Toolset" and drag in your SmartForms + CoPilots. Read: Choose A Toolset To Monetize
How do I enable Login Mode? → Open your toolset settings, toggle on "Enable Login Mode," and copy the embed code. This will make users create an account before accessing your tools. Read: Login Mode & Monetization
Where do I paste the embed code? → On the Dashboard Page of your funnel, drag a “Code” block in GHL, and paste it there. That’s where users will land after signup.
Do I need a website? → Nope. These two pages (Home + Dashboard) are your website. You can connect a domain to your HighLevel subaccount and hook it up to this website template.
Can I test this myself? → Yes — just visit your landing page in a private window, go through the signup process, and confirm the redirect works. Add a free plan to your login mode to test without payment.
We host weekly office hours where our team helps users troubleshoot, test their funnel, and refine their positioning.
Support & Office Hours Registration
📅 Check your onboarding email or community announcements to join.
We offer a Done-For-You LaunchPad Program where we:
Build your funnel for you
Customize the copy and branding
Help you structure and price your offer
Embed your tools and test everything
If you're short on time and want it done professionally — this is for you:
You’re not alone — Real people in the FormWise community are already live and monetizing their toolsets using these templates.
The only difference between them and you is execution.
Start simple. Start now. 🚀
We can't wait to see what you launch!
Import Here:
Import Here:
Import Here: 4. LaunchPlan Template #4– Instant Business-Plan Generator
Import to your GHL:
Live demo / end-user view: Feature requests & feedback
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