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Key takeaways
- Start from a snapshot
- Connect the essentials
- Test before going live
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.
Frequently asked questions
What can a GHL virtual assistant do?
Build and maintain funnels, workflows, pipelines, calendars and campaigns, clean up contacts and keep reporting accurate.
Do you work with agencies?
Yes. We support agencies that manage many sub-accounts as well as single businesses running their own account.
Need help with this? Explore our GoHighLevel (GHL) Virtual Assistant, see our packages or book a free 30-minute call.