The GoHighLevel onboarding checklist.
Every GoHighLevel client onboarding step in order - intake, sub-account setup, snapshot, integrations, phone and email, workflow build, and client training. Read it free below, or run it as an interactive checklist that tracks progress for each client you onboard.
Run different offers under different brands. Each agency saves its own checklist setup.
Create a project, add optional sub-account details, and track every step to done with notes.
Toggle sections and steps on or off and reorder them so the checklist matches how you actually deliver.
Keep it light: store business details only - never PHI or other regulated client records.
The full GoHighLevel client onboarding checklist
Work it top to bottom. Anything a client has to supply - brand assets, DNS access, social logins - ask for on day one, because it's always the bottleneck.
Client intake & account info
Everything you need from the client before you touch the sub-account.
- Collect admin contact detailsName, email, mobile for the primary account owner.
- Confirm extra users + permissionsName, email, phone and permission level for each additional user.
- Manually add the extra users
- Get the legal business name
- Get the friendly / public business name
- Get the physical business address
- Get the business website URL
- Get social account handles and URLs
Sub-account setup
Spin the account up and get the client logged in the same day.
- Update internal agency client documentation
- Create the sub-accountSaaS clients get a SaaS Configurator link; manual clients get the right snapshot installed.
- Install the correct snapshot
- Send login details and confirm they can log in
- Send the welcome email and SMS
- Send the onboarding video training seriesBest delivered as a custom menu link inside their sub-account.
Brand & asset collection
The details that make the account feel like theirs, not yours.
- Brand guide: logos, favicon, key graphics
- Fonts and brand colors
- Tone of voice and company culture notes
- Phone number preference
- New domain information
- Email signature details
- Voicemail message / script
- Upload key media into the media library
Process discovery
How they actually sell and serve - this drives everything you build.
- Hours of operation
- Meeting length, buffer time, and who gets booked
- Notification settings and preferences
- Pipeline stages and opportunity data
- Tags, custom fields, and custom values needed
- Workflow requirements: timelines, triggers, flows
- Content needed from their clients and prospects
- Access to any external software still in use
- External URLs to keepCalendar links, payment links, shopping cart.
Integrations & connections
Do these live with the client - they own the logins.
- Connect Google Business Profile
- Connect Facebook Business (page + ad account)
- Connect Google Analytics and Google Ads
- Connect other integrationsTikTok, Zoom, Stripe, Slack, Shopify, QuickBooks, Clio as needed.
- Set up Outlook / Gmail calendar sync + sync settings
- Connect Social Planner accountsGBP, Facebook, Instagram, LinkedIn, X, TikTok.
- Connect reporting sources (Google + Facebook)
Technology settings
Phone, email, domain, and the security settings people skip.
- Add and configure a phone number
- Turn on two-factor authentication
- Check the company association setting
- Update the business logo
- Update business general settings
- Set up missed-call text-back
- Install custom voicemail and adjust timeout
- Set up call forwarding
- Set up the domain and confirm DNS records
- Set up sending emailTheir own domain or LC Email, subdomains, reply/forward settings.
Account build
The functional build that turns a blank sub-account into a working CRM.
- Create their calendar(s)
- Install the chat widget on the existing website
- Install website forms
- Create client-specific tags
- Create client-specific custom fields
- Create and populate custom values
- Import existing contacts and opportunities
- Add staff users
- Update SMS and email templates
- Build core workflowsLead notifications, chat widget, appointment reminders, new lead + existing client pipelines.
- Update email campaigns
Client training & handoff
Where churn is won or lost. Record it once and reuse it forever.
- Overview demo of the system, links, and settings
- Phone demo including missed-call text-back
- Chat widget demo
- Password strength and account security guidelines
- Walk through privacy policy and terms of service
- Show them how to adjust privacy settings
- Email and SMS promotion guidelines
- Mobile app install + demo video (iOS / Android)
- Point them at the knowledge base, FAQs, and support channels
- Hand off the unbranded video training library
- Send the onboarding feedback survey
Stop copying this into a doc.
Run the same checklist as a live workspace - per client, per agency, with progress saved to your free account.
Start onboarding a client →GoHighLevel onboarding questions
What is a GoHighLevel onboarding checklist?
It's the repeatable list of steps an agency follows to take a new client from signed contract to a fully working GoHighLevel sub-account - intake, sub-account creation, snapshot install, integrations, phone and email setup, workflow build, and client training.
How long does GoHighLevel client onboarding take?
With a checklist and a snapshot, most agencies complete onboarding in 3–7 days. The slow parts are always the client's homework: brand assets, domain/DNS access, and connecting their Google and Facebook accounts.
What are the first GoHighLevel onboarding steps?
Collect admin and business details, create the sub-account (SaaS Configurator link or manual with your snapshot), send login details, confirm the client can log in, then send your welcome email, SMS, and training videos.
Is this GoHighLevel onboarding checklist free?
Yes. The full checklist is on this page and the interactive tool is free with a free account - you can run unlimited client onboardings and save progress for up to three agencies.
Hand clients a training library in your brand so onboarding calls get shorter.
See where your GoHighLevel setup and offer are leaking money.
Extendly handles the tech support so onboarding doesn't fall on you.