Full Account Setup |
Done-For-You
Still getting used to the HL platform but want to start onboarding your Agency or Client? Let us create your accounts! We set up everything from pipelines to triggers, calendars, forms, email and SMS campaigns and more. You won't find anyone more qualified than our team, we know because we created it! Don’t stress if you aren’t an expert at the platform, that is why we are here! Let us get you set up for success.
- Setup User Accounts
- Import Merchant Database
- Sales Pipeline
- Email+SMS Campaigns
- Automations (Triggers)
- Opt -In Form
- Cash Discount Funnel Template
- Branded Cash Discount e-book
- Automated Booking
- Domain Integration
- Custom Fields and Values
- Facebook Form Integration (Optional)
- Google My Business Integration
- Google/Office 365 Calendar Integration (Optional)
- Company Information Entry
- Set Phone Numbers for Each User
- Setup Email Accounts for Each User
- Set User Email Signatures
- Webchat Setup
- 1:1 One Hour Onboarding Set-Up / Overview Call
$245
Frequently Asked Questions
Have more questions about our services? Check out our FAQ below to see if we have the answer! If not - feel free to connect with us!
How long will this service take to be completed?
We will have you all set up with in two business days after you provide all the requested information we require.
What information do you need from me to complete this task?
Once you pay for this service we'll send you a link to our onboarding form to capture all the information we need. Here's some of the questions we'll be asking:
- Name, email and phone number for each user you want to add.
- Do you use Microsoft Office 365 or Google G Suite for your email and calendar?
- What do your email signatures look like?
- What stages do you want to use in your pipeline?
- Do you have a database you want to import?
- What custom fields do you want added?
- Logo and brand colors
Services
Agency Jumpstart Premium | Done-With-You
If you’re ready to scale your business and grow without the added stress or burnout, our Agency Jumpstart Consultation Service can help you focus and hit the ground running. Have an expert walk you through and teach you how to grow and scale your business ensuring the use of GHL at it's fullest. Building out your GHL account with you. Work more productively and efficiently with best practices and training for you and your team to help gain knowledge on the software and become a pro in no time. We know there is much to learn and build when signing up let our consultants guide you on your path to success.
- 5 one hour consulting sessions with HighLevel experts (software Only)
- Dedicated HighLevel Solutions Consultant
- One Month Priority Support **
- Done with you build out of a fully functioning client location and or business location Account
- Team Teaching - Software Knowledge and Navigation
- Software Best Practices
- Recorded calls of all sessions
- Walkthrough and Call Summaries Documentation of all sessions
- Snapshot Creation of Built Account
- Can include migration help and other software integration
$1000
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Agency Jumpstart |
Done-With-You