(Automated) Gohighlevel Client Onboarding Process [How to onboard new SMMA Clients]


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Do you want to know how to onboard SMMA Clients? Are you using Gohighlevel and looking for an automated Gohighlevel client onboarding process to get your clients up and running fast?

In this video you’re going to learn exactly how to onboard new smma clients with my automated gohighlevel client onboarding process.

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This is my Agency’s exact Step-by-Step go high level client onboarding process from when we get the “Yes” right up to the Launch call.

Here are the steps that I go over in the video:
How to automate sending your agency agreements
How to get paid
Send out automated welcome email with next steps
Automate client GDrive Creation
Automated Client Onboarding Funnel
Onboarding form
Fully automate the creation of your new clients GHL Subaccount
How to auto create GHL User accounts, permissions, passwords, and training access
Auto create Client Projects in ASANA and auto assign tasks and due dates
Automated Launch Call Process

Here is the tech that we use
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Twilio – To send/receive SMS messages
ASANA
PandaDoc – We also use SignRequest
Slack
Zapier
Stripe
Google Sheets
Google Docs
Google Forms
Google Drive

Timestamps
03: 21 These are the 4 main workflows in my smma client onboarding process
04: 24 Zap #1 – Kicks off the client onboarding process with a webhook from GHL (this starts after you move your opportunity to “won” in your pipeline
05: 44 This is where I demo what happens when I move a client to “won” and what happens when the gohighlevel onboarding process starts
05: 54 Info I use to send to the contract/agreement software
07: 45 How to automate the sales process (sending agreement and taking payment) with this funnel
08: 27 Overview of the Agency Agreement
11: 38 Zap #2 – What happens after the client signs the agreement
14: 26 Demo signing the agreement and seeing the automations in action
14: 40 Auto-creation of Google Drive Client Folders
15: 17 Saving the Signed Agreement as PDF in Client Contracts sub-folder on Google Drive
15: 40 How we collect and organize our clients assets (photos, videos, logos, client lists, etc)
16: 48 Auto creation of Client Project in ASANA
17: 27 Automatically sending the Welcome email
18: 49 The Client Onboarding Funnel (How to easily get your client setup in GHL, with Google Integrations and all)
19: 10 Onboarding Form – How we collect all the data we need from our new client to get them setup properly
19: 43 Zap #3 – What happens once the onboarding form is filled out
22: 49 How we set the correct timezone based on the client’s address and using Google APIs
23: 53 How we use the GHL API to create our clients GHL Subaccount (you can take screen shots here to set this up on your own)
27: 39 Zap #4 – What happens after client schedules their launch call

Disclosure: I am an independent entity from HighLevel. I am not an agent or employee of HighLevel and have no authority to make binding contract or represent HighLevel. I receive referral payments from HighLevel. The opinions expressed here are my own and are shall NOT be interpreted or considered as representations, guarantees, or statement by HighLevel LLC.

#goHighLevel #highlevel #onboarding #automation #smma

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