Custom On-Boarding Snapshot

"The ultimate High Level on-boarding/tracking snapshot"

Custom On-Boarding Snapshot

$299.99

Snapshot PurchaseDigital Delivery
Agency Building ToolsYou just saved 20 hours!
We Respect Your Privacy & Information.

Custom On-Boarding Snapshot

$299.99

Snapshot PurchaseDigital Delivery
Agency Building ToolsYou just saved 20 hours!
We Respect Your Privacy & Information.

What is this snapshot for? This snapshot is designed for Go High Level Agency users who want to sell the system and on-board new customers. On-boarding new customers is a detailed process. This snapshot covers the entire process of adding and managing new customers inside of Go High Level. Use this snapshot to manage every customer you add to the system.

Stages Tracked

  • New Contract Returned

  • New Client Billing

  • Client Logo Requirements

  • Client Portal Build

  • Client Website Setup

  • Client Texting Setup

  • Client Domain Requirements

  • Client Email Requirements

  • Client Social Media Setup

  • Portal Design & Automations

What are some of the key features? Each critical on-boarding stage is defined with a pipeline and multiple stages to denote each step of the process. Each time you move the opportunity to a new stage the file is notated and the progress is saved. What you end up with is a beautiful notated on-boarding note log for all clients. Easily see how long each step took and where the bottle necks are in your process!

How will this snapshot make me money? Staying organized and having a place where your team can help you on-board new customers is critical to setting up a successful SaaS business with Go High Level. Adding new clients to the system is the starting point to all new business relationships. Managing this process professionally as well as timely is make or break for new agencies. Avoid starting your agency with poor business practices, sloppy organization, and no centralized location for all new client details.

How much time will this snapshot save me? What if I just build this myself? How much time am I saving? Based on your experience level with Go High Level this could vary dramatically. Below is a chart based on how long we thing it would take the average user to make this snapshot from scratch

Estimated Time Savings

how long we think it would take to

build this snapshot...

No Experience

25 hours

Beginner

20 hours

Below Average

15 hours

Average

12.5 hours

Good

10 hours

Expert

7.5 hours

What could you do with an extra 25 hours?

Estimated Time Savings

how long we think it would take to

build this snapshot...

No Experience

25 hours

Beginner

20 hours

Below Average

15 hours

Average

12.5 hours

Good

10 hours

Expert

7.5 hours

What could you do with an extra 25 hours?