Setup Guide

Everything you need to know about our implementation process, from purchase to launch

How It Works

Implementation Overview

Our proven 4-step process ensures your GoHighLevel implementation is completed efficiently and effectively

1

Purchase & Onboarding

Day 1

Complete your purchase and receive our comprehensive onboarding questionnaire

Secure payment processing
Welcome email with next steps
Detailed onboarding questionnaire
Business information collection
Brand asset gathering (logos, colors, etc.)
GoHighLevel account verification
2

Setup & Configuration

Days 2-4

Our team configures your GoHighLevel account with all implementation components

Account setup and configuration
Website and funnel creation
Automation workflow setup
Pipeline configuration
Email and SMS template creation
Integration setup (if applicable)
Brand customization
3

Review & Testing

Day 5

We test everything thoroughly and provide you with access for review

Comprehensive system testing
Workflow verification
Form and funnel testing
Email deliverability check
Mobile responsiveness testing
Client access provision
Initial walkthrough scheduled
4

Launch & Support

Days 6-35

Go live with your new system and receive 30 days of implementation support

System activation and launch
Team training sessions
Documentation delivery
Video training materials
30-day support period
Performance monitoring
Optimization recommendations
Before We Start

What You'll Need

Technical Requirements

Active GoHighLevel account (Agency Starter or higher recommended)
Domain name for your websites (we can help you get one)
Business email address
Access to your existing social media accounts (if integrating)
Any existing website content or branding materials

Business Information

Business name and contact information
Service descriptions and pricing
Target audience and service areas
Brand colors, fonts, and style preferences
Existing marketing materials (if any)
Special offers or promotions you want to include
Complete Package

What's Included in Every Implementation

Training Materials

Comprehensive video tutorials and documentation to help you master your new system

30-Day Support

Direct access to our implementation team for questions and optimization support

Custom Configuration

Fully customized setup tailored to your business needs and industry requirements

Timeline

Implementation Timeline

Day 1

Purchase & Onboarding

Days 2-3

Initial Setup

Day 4

Configuration

Day 5

Testing & Review

Days 6-35

Launch & Support

Common Questions

Setup Guide FAQ

What if I don't have a GoHighLevel account yet?

No problem! We can help you set up a GoHighLevel account. We recommend starting with the Agency Starter plan at minimum to access all the features included in our implementations.

Can I make changes during the implementation process?

Absolutely! We encourage feedback during the review phase (Day 5). Minor adjustments can be made at no additional cost. Significant changes may require additional time and fees.

What happens if I need help after the 30-day support period?

We offer ongoing support packages for continued assistance. Many clients choose our monthly optimization service to keep their systems running at peak performance.

Do you provide training for my team?

Yes! Training is included in every implementation. We provide video tutorials, documentation, and can schedule live training sessions for your team.

Can you integrate with my existing tools and systems?

GoHighLevel has extensive integration capabilities. During the onboarding process, we'll identify your existing tools and set up any necessary integrations.

What if I'm not satisfied with the implementation?

We stand behind our work. If you're not satisfied, we'll work with you to make it right. Our goal is your success, and we'll continue working until you're happy with the results.

Ready to Get Started?

Choose your implementation and let us transform your business with professional GoHighLevel automation