GoHighLevel is an all-in-one platform designed to help agencies streamline client management, automate workflows, and deliver exceptional results.
Mastering GoHighLevel client onboarding is critical to ensuring a smooth transition for your clients and maximizing the platform’s potential.
This comprehensive guide will walk you through a GoHighLevel onboarding checklist, covering every step from account setup to asset creation and client engagement.
GoHighLevel Onboarding Checklist
Client onboarding sets the tone for your relationship with new clients. Proper onboarding ensures your clients:
- Understand the tools and features available.
- Have their accounts set up accurately and efficiently.
- Experience immediate value from your services.
Using a well-defined GoHighLevel onboarding checklist will not only save time but also help you identify opportunities for upselling and long-term client satisfaction.
Step 1: Setting Up the Client’s Sub-Account
The sub-account is the foundation of GoHighLevel’s structure, as it creates a dedicated workspace for each client.
1.1 Navigate to Sub-Accounts
- Log into your GoHighLevel agency dashboard.
- Head to the Sub-Accounts section and click Create Sub-Account.
1.2 Choose a Setup Type
- For SaaS users with the $497/month plan, select SaaS Account.
- Regular accounts can:
- Choose a pre-made snapshot (e.g., finance, marketing agency).
- Start with a blank template for full customization.
1.3 Enter Client Information
Fill out the client’s business details:
- Business owner’s first and last name.
- Business email address.
- Business name and address.
- City, state, ZIP code, and time zone.
- Business niche (e.g., marketing, retail, consulting).
1.4 Save and Switch
- Click Save to create the sub-account.
- Use the agency dashboard to switch into the sub-account for further configuration.
Step 2: Using the Launchpad for Integrations
The Launchpad simplifies the integration of key tools and platforms essential for your client’s business operations.
2.1 Connect Essential Tools
- Install the Lead Connector App:
- Send a setup link for the mobile app, allowing clients to access their accounts on the go.
- Google Business Profile:
- Log into the client’s Gmail account and select the appropriate business profile.
- Facebook and Instagram:
- Connect a Facebook Page (not a personal profile) and sync Instagram.
- Create a page if the client doesn’t have one, ensuring they can leverage social media marketing.
- Stripe Integration:
- Use Stripe for seamless payment processing. It integrates better than other platforms like PayPal or Square.
2.2 Add Team Members
- Navigate to My Staff to add users such as admins, salespeople, or employees.
- Send invitations to their email addresses, providing immediate access to the GoHighLevel account.
2.3 Optional Integrations
- WhatsApp: Skip this if unnecessary.
- Yext: Use this for local SEO campaigns to build citations and enhance search engine rankings.
Step 3: Integrate the Client’s Contact List
A well-organized contact list is the heart of any GoHighLevel campaign. It allows you to unlock powerful features like automations, email marketing, and reputation management.
3.1 Importance of Contacts
Without a contact list, many GoHighLevel tools are underutilized. A robust list helps:
- Run database reactivation campaigns.
- Automate workflows for bookings, confirmations, and follow-ups.
- Build targeted email and SMS campaigns.
3.2 Acquiring Contact Lists
- Import data from the client’s payment processor or CRM.
- Use GoHighLevel’s import tool to upload the list in CSV format.
3.3 Leveraging Contacts for Success
- Pipelines and Opportunities: Track leads and nurture them through sales pipelines.
- Automations: Automate repetitive tasks like reminders and updates.
- Reputation Management: Collect reviews to improve the client’s local SEO and online reputation.
Step 4: Building Core Assets
Once the sub-account and contacts are ready, it’s time to create the essential assets your client needs to succeed.
4.1 Websites and Funnels
- Use the Sites tab to create optimized websites and sales funnels tailored to the client’s business.
4.2 Calendars
- Set up booking systems and integrate them with automation workflows for seamless scheduling.
4.3 Pipelines
- Design sales pipelines to track leads and manage client opportunities effectively.
4.4 Reputation Management
- Set up tools to collect and display reviews, which can boost trust and search engine rankings.
4.5 AI Chatbots and Voice Agents
- Configure these advanced tools to streamline customer interactions and reduce manual workload.
Step 5: Upselling and Long-Term Client Engagement
The onboarding process is the perfect time to identify gaps in the client’s setup and offer additional services.
5.1 Identify Opportunities
- Use the Launchpad to determine what’s missing (e.g., websites, social media presence, automations).
5.2 Offer Solutions
- Provide complementary services to fill gaps, such as website creation or advanced automations.
5.3 Build Relationships
- Offer free features or additional services to build trust and establish long-term collaboration.
Pro Tips for Effective GoHighLevel Onboarding
- Conduct Onboarding Calls:
- Use Zoom to walk clients through the setup process, ensuring accuracy and understanding.
- Follow a GoHighLevel Onboarding Checklist:
- Stick to a step-by-step plan to streamline the process and avoid missing key elements.
- Leverage Training Resources:
- Explore GoHighLevel tutorials to enhance your expertise and deliver more value to clients.
Conclusion
Effective GoHighLevel client onboarding is crucial for setting clients up for success and maximizing the platform’s potential.
By following this GoHighLevel onboarding checklist, you’ll streamline the process, identify upselling opportunities, and build long-lasting client relationships.
For more detailed tutorials, explore GoHighLevel’s resources or start your 30-day free trial to see the platform in action. With proper onboarding, you can transform your agency’s workflow and deliver exceptional value to your clients.