Start from a snapshot
Load a tested snapshot with your pipelines, workflows and templates so every client starts from the same proven base.
Connect the essentials
Add the business profile, phone number, email domain and calendar first. Most failed automations trace back to missing connections.
Test before going live
Submit a dummy lead and confirm the text, email, pipeline move and notification all fire correctly.
Need help with this? Explore our GoHighLevel (GHL) Virtual Assistant or book a free consultation.