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Automated Client Onboarding with Go HighLevel

Automated Client Onboarding with Go HighLevel

Automated Client Onboarding with Go HighLevel

Automated Client Onboarding with Go HighLevel

Automated Client Onboarding with Go HighLevel

Transform client onboarding from a 45-minute manual process into a 45-second automated flow thatcreates accounts, imports templates in Go HighLevel, and delivers login credentials instantly.

Transform client onboarding from a 45-minute manual process into a 45-second automated flow thatcreates accounts, imports templates in Go HighLevel, and delivers login credentials instantly.

Transform client onboarding from a 45-minute manual process into a 45-second automated flow thatcreates accounts, imports templates in Go HighLevel, and delivers login credentials instantly.

APPS:

Go High Level Has steps and process's to creating a sub-account, with so many clients coming in, hours can be spent on just this. Now its all eliminated.

Every Client submits a form with their details needed to create that sub-account. After this form is submitted it gets inputted and automatically sorted into a google spread sheet.

  • Then with API calling lead-connector is able to create their account and with another step import a snapshot for them to use.

  • It automatically creates a whole process for them that usually takes 30-45 minutes now 30-45 seconds.

  • ALSO thats not it, the Clients receive emails that we got their form, we are working on it, and that it is complete. It sends them their login information as well as a direct link to the white labeled software.