Free GHL Checklist

GoHighLevel Client Onboarding Checklist

Every step you need to onboard a new client into GHL properly. No missed settings, no back-and-forth, no confusion on day one.

Onboard every client cleanly — no back-and-forth, no chaos, no missed steps.

Most onboarding problems happen because there's no system. Clients get confused, settings get skipped, and you end up fixing things weeks later. This checklist gives you a repeatable process so every client starts on the right foot — and stays there.

  • Get the sub-account live and branded on day one — domain, logo, and business details all set before the client ever logs in
  • Know exactly what access to give and what to lock down so clients can't accidentally break their own setup
  • Hand over a CRM that actually matches how their business works — right pipelines, right stages, right fields
  • Have their calendar and booking system live and connected so they start taking appointments immediately
  • Walk away knowing leads won't fall through — the welcome sequence fires the moment someone opts in
  • Get review requests running automatically so reputation builds without the client having to lift a finger
  • Confirm forms are feeding the right pipelines and tracking is active before the client spends a penny on ads
  • Run a confident handover call — not a guessing session — with a clear walkthrough and an SOP they can refer back to