The Ultimate Onboarding Snapshot
What's Included
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
Whitelabel Onboarding Videos
NOW AVAILABLE!
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.
Sample Whitelabel Video
Whitelabel Onboarding Videos
NOW AVAILABLE!
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.
Sample Whitelabel Video
See What People Are Saying
"I have yet to come across one like this, as unique as this onboarding snapshot is. One that is as intricate as this..."
- John Harden (iGot Systems)
" I looked at a lot of onboarding processes and tools. As soon as I saw Joel's I knew that I struck gold."
- Alex Branning (Agent CRM)
TWO CHOICES OF ONBOARDING FUNNEL
Embed The Funnel Directly In Your Clients Sub-Account
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.
Host The Onboarding
On An External Funnel
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.
TWO CHOICES OF ONBOARDING FUNNEL
Embed The Funnel In
The Navigation Menu
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.
Host The Onboarding
On An External Funnel
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.
TRACK YOUR CLIENTS' ONBOARDING PROGRESS
Know What Onboarding
Stage Each Client Is At
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.
Onboarding Progress Notes
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.
TRACK YOUR CLIENTS' ONBOARDING PROGRESS
Know What Onboarding
Stage Each Client Is At
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.
Onboarding
Progress Notes
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.