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1 Pipeline
2 Funnels
3 Workflows
Lifetime Updates*
Training To Setup Your Snapshot
1 Pipeline
2 Funnels
3 Workflows
Lifetime Updates*
Training To Setup Your Snapshot
Completely white-labelled onboarding videos to plug into the snapshot and walk your clients through setting up their new Highlevel sub-account.
These will NOT be a full walkthrough of Highlevel features and how to use the platform. These videos will be focused on getting a new users account setup and are meant for your clients to setup their own account prior to an onboarding call.
Examples of topics that will be covered: Updating your Business Info. Integrating your Facebook and Google accounts. Customizing and installing the webchat widget. Setting up a call tracking number.
Completely white-labelled onboarding videos to plug into the snapshot and walk your clients through setting up their new Highlevel sub-account.
These will NOT be a full walkthrough of Highlevel features and how to use the platform. These videos will be focused on getting a new users account setup and are meant for your clients to setup their own account prior to an onboarding call.
Examples of topics that will be covered: Updating your Business Info. Integrating your Facebook and Google accounts. Customizing and installing the webchat widget. Setting up a call tracking number.
Option #1 you can setup a custom menu link inside your Highlevel account . This gives them easy access from their account to login and start the onboarding process.
Option #2 is an external funnel that is not embedded inside Highlevel. You can see this funnel has a slightly different design to ensure that your branding matches throughout.
Option #1 you can setup a custom menu link inside your Highlevel account . This gives them easy access from their account to login and start the onboarding process.
Option #2 is an external funnel that is not embedded inside Highlevel. You can see this funnel has a slightly different design to ensure that your branding matches throughout.
Through the use of automations, each time your clients completes a step in the onboarding, their progress is updated in the onboarding pipeline. You will always be able to see at a glance where your clients are.
Each time your client completes or step, or clicks the HELP button, a note is automatically added to their contact. When it comes time for their onboarding call, you will know what steps are done and where to help them. If you notice clients have trouble with a particular step time and time again, you can optimize your onboarding process.
Through the use of automations, each time your clients completes a step in the onboarding, their progress is updated in the onboarding pipeline. You will always be able to see at a glance where your clients are.
Each time your client completes or step, or clicks the HELP button, a note is automatically added to their contact. When it comes time for their onboarding call, you will know what steps are done and where to help them. If you notice clients have trouble with a particular step time and time again, you can optimize your onboarding process.