Client Onboarding & Setup | Full Guide | ✨ | GoHighLevel Client Onboarding Tutorial

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  • Опубликовано: 25 окт 2024

Комментарии • 175

  • @matthewbenjamin8762
    @matthewbenjamin8762 8 месяцев назад +14

    the most straight forward video that i have seen since i started using GHL in 2 months

  • @TaskFlowAssistants
    @TaskFlowAssistants 15 дней назад +1

    You just don't know how you have helped me with the entire processes for the past 2 months and now I am onboarding my first client under Marketing Agency. I just want you to know that " YOU ARE DOING GREAT"!! Thank you.

  • @ConnectCraftSolutions-jo6bo
    @ConnectCraftSolutions-jo6bo 4 месяца назад +1

    Thank you for cutting out all the fluff and just getting to the point! Out of all the videos ive looked at to onboarding a client your the only one that doesn't go on and on about stuff that has nothing to do with the subject of the video!

  • @dsmck70
    @dsmck70 Год назад +3

    This might be the first helpful gohighlevel tutorial on youtube I've seen and I've watched many. I'm glad I discovered your channel. Thank you.

  • @gohighlevelwizardd
    @gohighlevelwizardd 28 дней назад +1

    Gawd level video man. I learned alot. GHL is hands down the best

  • @Otiswibaut
    @Otiswibaut Год назад +6

    One of the most helpful and informative videos I’ve seen in a while. Extremely clear, thankyou for making this content- its exciting stuff😃

  • @herownmagic
    @herownmagic 11 месяцев назад +1

    thank you!! This is the easiest tutorial I’ve found so far. 🎉

  • @NG-bb1zu
    @NG-bb1zu Год назад +5

    Perfect. Exactly what I was looking for. Thanks

  • @japaneserurallifeadventures
    @japaneserurallifeadventures Месяц назад +1

    I like that it's very straighforward! Learned a lot. Thanks for this

  • @blainejasmin
    @blainejasmin Год назад +6

    Great tutorial! I just started using GHL 3 days ago and this is one of the best tutorials I've seen. Thank you

  • @NorlynCodes
    @NorlynCodes 5 месяцев назад +1

    I'm not done watching the video yet but I just had to stop and comment. This is very clear and straight to the point. Thank you so much!

  • @jmarcelj
    @jmarcelj Год назад +1

    I appreciate that you upload those videos!

  • @eliciareynolds9027
    @eliciareynolds9027 Месяц назад +1

    Thank you for the direct and susinct tutorital! Can you also demonstrate how to onboard a client for Facebook Ads, so that the leads connect to their Facebook page?

  • @SmartContractorsAi
    @SmartContractorsAi 11 месяцев назад +1

    This was a very helpful tutorial! Exactly what I needed to get things going

  • @mohammedmaraqa-v9k
    @mohammedmaraqa-v9k Год назад +1

    That was really the most detailed and informative video ive watched abt GHL over the last few weeks. Thanks, do let me know if we could possibly hop on a call to discuss some stuff regarding this!

  • @RobMcCray
    @RobMcCray 6 месяцев назад

    Awesome demonstration and very well thought out.
    Was very easy to follow and do as you walked us through each step.
    Thanks so much!

  • @datingskillz9718
    @datingskillz9718 3 месяца назад +1

    Simple comprehensive and well-explained video that covers everything you need to know. You've gained a subscriber. What about the order process. Do you use one standard order form or do you use different forms depending on what they order?

  • @Baffff78
    @Baffff78 Год назад +1

    thank you for the insanely valuable information ❤

  • @mustafashahid5306
    @mustafashahid5306 Год назад +5

    Hey Hasib, what if you don't have snapshots? Do we purchase them or we create them?
    And if we want to go towards making it from scratch, can you provide a video or a checklist for that as well?

  • @Nick.S.Zara1
    @Nick.S.Zara1 6 месяцев назад +1

    Very good and informative Video. Thank you

  • @passiveincomejourney7605
    @passiveincomejourney7605 Год назад +4

    Your videos are so helpful. Thinking of getting started soon. You take your time to explain and it's easy to follow along. Thank you

  • @joell2484
    @joell2484 Год назад +2

    I have a question.
    For us agency owners using highlevel our billing section is in the settings tab on the agency view. But when a client enters into a subaccount, where will his billing section be? Will it be in the settings tab of the subaccount? Because I cant find the billing section for a client. Or am I missing something? I just want to know where will the client do the billing for the saas....

  • @TluxMedia
    @TluxMedia Год назад +1

    Wow Awesome !!

  • @marcjacobs6613
    @marcjacobs6613 Год назад +1

    do you have a video on how to connect your client's calendar to ghl?

  • @macairtuber
    @macairtuber Год назад +1

    Appreciate the video. Wished you would have shown more about custom values and what you mean by needing to edit them for each client

    • @macairtuber
      @macairtuber Год назад

      nvm - I found your video explaining custom values and custom field. Thanks for the content!

    • @ashhasib
      @ashhasib  Год назад

      Will make a separate one soon!

  • @seansuccessjones
    @seansuccessjones Год назад

    This was well done, thank you for posting.

  • @highmarketiq
    @highmarketiq Год назад +1

    For some reason its not letting me add staff members, for some reason the button is not there when i am in "My Staff".

  • @giakigiannini
    @giakigiannini Год назад

    super helpful man, thank you very much

  • @RobMcCray
    @RobMcCray 6 месяцев назад +1

    GHL needs to give you a check

  • @marcusphotina
    @marcusphotina Год назад

    I'm using the 14 day trial and under "My Business" I have Business Profile and pipelines but no "My staff", why could that be?

  • @AlesahVillalonAspire2Inspire
    @AlesahVillalonAspire2Inspire Год назад +1

    Hi, thanks for this! Wonder if you have a video of an intake form of what we need from the client to be able to set them up easily and seamlessly?

  • @josephperry9002
    @josephperry9002 Год назад +1

    Great video! Just a quick question, how do you have access to their existing website if they are your client?

    • @ashhasib
      @ashhasib  Год назад +1

      We usually gain access to their websites, other CRMs, etc. at onboarding phase

  • @davidjofficial1
    @davidjofficial1 11 месяцев назад +1

    Hey Hasib, do you include client onboarding on GHL and Google with your white label services?

    • @ashhasib
      @ashhasib  11 месяцев назад

      Yes, I do. You can contact me through my website regarding whitelabel services :)

  • @samumaldonado
    @samumaldonado Год назад

    Can you tell me how I can remove members from the course, I didn't find that option, maybe you know. Thank you!

  • @JackieD931
    @JackieD931 Год назад +1

    Hey Hasib, just found you while scrolling, I wanted to ask how your career in SaaS is? I am just getting into it, and i do not know much about it or know anyone who has actually done it for business. How has it been for you? How is your business thriving? Could this work as another stream of income? Thank you for your time.

    • @ashhasib
      @ashhasib  Год назад +1

      So far so good. Prospecting is always the hard part but once you crack finding out the pain points and provide a solution, business will thrive for sure

  • @reesehutton7462
    @reesehutton7462 Год назад

    Hasib bro, great video. Just got confused with the phone numbers.
    Why is the company phone number displayed on the website instead of the GHL number that you got using the Area Code and forwarded it to the company phone number?

  • @florissas.7028
    @florissas.7028 5 месяцев назад

    Thank you! very helpful

  • @Dylan_Marshall
    @Dylan_Marshall Год назад +2

    When you add a phone number for a client, can you set up missed call text back for only that phone number or is there a way to set it up for the client's official business number? (the non-forwarded one)

    • @Troid-X
      @Troid-X 9 месяцев назад

      did you figure it out bro?

  • @bimboodekunle4296
    @bimboodekunle4296 Год назад +1

    How do you get access to the clients website?

  • @OfficialKeshmesh
    @OfficialKeshmesh Год назад +1

    Would this be for a SaS or not. And how do you start with making or getting a good snapshot. I am a little bit lost about as how you get all the automations right and down. And with the client website etc. It all seems like a lot

    • @ashhasib
      @ashhasib  Год назад

      SaaS automatically takes care of the account creation and basic setups.

  • @noahbrown9950
    @noahbrown9950 Год назад +2

    How are you able to embed the form on the website, it won’t appear after I embed it on their Wordpress site.

    • @ashhasib
      @ashhasib  Год назад +1

      It can happen for multiple reasons. Please check your code and the page element you're using it in.

  • @imwhoiam489
    @imwhoiam489 Год назад

    Great Video! Do you have a checklist that you can share?

  • @esiahs-life
    @esiahs-life Год назад

    Hasib, is the forwarding number the number of the agency or the clients' number? Thank you!

  • @5chatz
    @5chatz Год назад +2

    Quick question, if i purchased the SaaS pro model (497$/mo) does that allow the client to do this process themselves with a checklist and videos to guide them?

    • @ashhasib
      @ashhasib  Год назад

      Yes. You can setup SaaS autopilot in that 497 package which automatically takes care of almost everything.

  • @Ragenip
    @Ragenip 11 месяцев назад +1

    Hey man it sounds like you know what you’re talking about. I need some help as im just starting to use high level. What would you suggest on where I can learn the most about this software??

    • @ashhasib
      @ashhasib  11 месяцев назад

      my channel has a lot of videos and playlists hope those help, and you always have the highlevel's support portal

  • @DigitalBizClub
    @DigitalBizClub 11 месяцев назад

    Thanks, but where to get the snapshots?

  • @QuotesRiddlesFacts
    @QuotesRiddlesFacts 9 месяцев назад +1

    Ash I want to start a business doing this but it looks so overwhelming for me. Are you an affiliate, if so can we work something out?

    • @ashhasib
      @ashhasib  9 месяцев назад

      Yes I am and I can help you out. Get in touch: ashhasib.com

  • @tommoffat3186
    @tommoffat3186 Год назад +2

    Does the person on the other end of the phone call hear the message “this call is being recorded…” and if so, is there a way to turn that off?

    • @ashhasib
      @ashhasib  Год назад

      Yes, click on the pencil icon beside the phone number and you will find the setting to turn it off.

  • @juanmedina4725
    @juanmedina4725 4 месяца назад

    I had a question bro how would I get those snapshots. I already have the $497 a month plan. How would be able to access your existing workflows?

  • @linchristine5759
    @linchristine5759 8 месяцев назад

    thank you for the tutorial ! one question , where i can import the roofing snapshot that you are using as sample in this video ?

  • @abdulrahmanhs8162
    @abdulrahmanhs8162 Год назад

    Will you allow all features to costumers?

  • @kingdombusiness2873
    @kingdombusiness2873 Год назад

    Hi AshHasib,
    Do you do setup and support for Gohilevel?

  • @MihaliIacob
    @MihaliIacob Год назад

    I don't understand why you set your client as a user in his own sub-account?? How he can see your all sub -accounts if you set him as an Admin in a specific sub-account?

  • @mohammedmaraqa-v9k
    @mohammedmaraqa-v9k Год назад

    regarding the clients website, if he has his own website or requires a new one to be made, will he be giving me access to his website builder or how does it work assuming he has his own website? and if creating a new website for him, do i need to register him to a website builder like wordpress or can it be made straight from GHL? also, pls let us know abt the fees as in if he will be paying the monthly fee additionally to the website builder separate to my monthly subscription.

  • @maksimvozlic2947
    @maksimvozlic2947 Год назад

    Hey love the video, I just have one question. Can multiple people login with the same username and pass with the standard $97 plan? Can two people be signed in at the same time?

  • @aovimedia9322
    @aovimedia9322 Год назад +1

    Really appreciate the work you are doing. One question, do you do the onboarding with your client in a call or do you ask for the information beforehand and do it by your own?

    • @ashhasib
      @ashhasib  Год назад

      Thank you. We usually send an onboarding form to the client to get all the info and have our team members do the onboarding.

    • @dylbmedia7504
      @dylbmedia7504 Год назад +1

      What info do you need for onboarding? Not sure how to access or what to ask for to get the web builder to embed forms and widget

    • @mopeyd1ck721
      @mopeyd1ck721 Год назад +2

      @@dylbmedia7504 You ever get an answer to this??

  • @sufyansahi5076
    @sufyansahi5076 Год назад +1

    Hey Haseeb, I have a quick question. Can I buy GHL from Pakistan through my debit card?
    Thanks!

    • @ashhasib
      @ashhasib  Год назад +1

      Yes you can as long as it supports international payment. You can also use your Payoneer mastercard.

  • @oliverunwin
    @oliverunwin Год назад

    What about their custom email setup for their automations? Do you set this up for them?

    • @ashhasib
      @ashhasib  Год назад

      We use Mailgun, don't usually setup SMTP unless it's needed

  • @axcpt9028
    @axcpt9028 Год назад

    Hey. So with the website, did you create the website for the client? What if my client already owns a website with wix for example how would i go about integrating that with high level?

    • @ashhasib
      @ashhasib  Год назад

      You need to ask the client to share access

  • @jakelopez-euphoricmedia7299
    @jakelopez-euphoricmedia7299 9 месяцев назад

    Hey I was just wondering, why do you use elementor instead of just building the website out inside of ghl? Is element worth looking into for me or should I just build everything within ghl?

    • @ashhasib
      @ashhasib  9 месяцев назад

      Hey man, Elementor is by far my favorite website builder because it gives me enough liberty to play around with the design and I know the exact method to keep the website super fast. GHL websites are good but if you want really dynamic websites with advanced functionalities, WordPress is still the best!

  • @theroadtoamillion
    @theroadtoamillion Год назад

    What does it mean if there is no option to add new employee under my staff? I’ve created a sub account for a new client and there’s no button to add employee.

    • @ashhasib
      @ashhasib  Год назад

      It should be called "My Staff" under settings

  • @jefffairchild1854
    @jefffairchild1854 9 месяцев назад

    Are we asking clients for their Wordpress username and PW to install their chat widget?

  • @adriangonzalez3534
    @adriangonzalez3534 Год назад

    Hi, nice video! Just wondering, how do you connect the website domain to a landing page created on High level?

    • @ashhasib
      @ashhasib  Год назад +1

      You need to update the DNS records of your domain to HighLevel's A records which you will find in the domains section of a subaccount, then add it.

  • @noahcohen6426
    @noahcohen6426 8 месяцев назад

    Nice. Do u not set up email and domain?

    • @ashhasib
      @ashhasib  8 месяцев назад +1

      I usually have a general domain for all clients to setup emails and a separate one for funnels

  • @Revosmosis
    @Revosmosis Год назад

    how can my contacts that register through a form get tagged automatically?

  • @isaiahv5794
    @isaiahv5794 7 месяцев назад +1

    2:03 I've added myself as an admin and I don't see any sub accounts, was there an update since then?

    • @matthewmcnab5212
      @matthewmcnab5212 7 месяцев назад

      I was wondering the same thing. I just ran a test, and I didn't see any of my sub accounts. Now I'm confused as the difference between a user and admin.

  • @Uneek_05
    @Uneek_05 6 месяцев назад

    You're genius man.. how can i contact you

  • @Realdanielmiguel
    @Realdanielmiguel Год назад

    Thanks!

  • @InstituteforFunctionalNurses
    @InstituteforFunctionalNurses Год назад

    But did I miss how the client sends emails? that isn't set up here correct??

    • @Troid-X
      @Troid-X 9 месяцев назад

      there's a separate video for that

  • @tumelorapodile9283
    @tumelorapodile9283 3 месяца назад

    Can I integrate or connect Landing pages I created on Drupal to track them on goHighlevel?

  • @Spotifytalent
    @Spotifytalent Месяц назад

    Bro, can you tell me if someone's fill the survey as everyone fill according to them. I'm running my smma and in the real estate niche okay. looking to generate some seller leads for the client so ask some questions but, now how do i know that what type of messages needs to be sent what type of leads and how to make the automation as some of them looking to sell quick 30 days, some of them like 1-3 months so, I'm pretty confused in that part and i have less time to done that part can you please help me out?

  • @KlintonGHL
    @KlintonGHL Год назад

    Thank you

  • @darryljmorris
    @darryljmorris Год назад

    Do you provide Onboarding services for GHL agencies?

    • @ashhasib
      @ashhasib  Год назад

      I'm working on these to be able to offer services so will be available very soon :)

  • @JOABARRON
    @JOABARRON 8 месяцев назад

    wish you shared the snapshot

  • @LuDon030
    @LuDon030 Год назад

    But how is the website from Elementer connected to GHL??

    • @ashhasib
      @ashhasib  Год назад

      Through code that you can get from the form in GHL

  • @MentholarX13
    @MentholarX13 Год назад

    Hey there Ash, great video as always! Quick question : Let's say I manage to sign a client but he already has a website and wants to keep it - Is there a way to import GHL features (chat widget, calendars) into his website? Thanks!

    • @ashhasib
      @ashhasib  Год назад

      Thanks. And to answer your question, of course, just like I showed in the video, the website was in WordPress and I connected forms, chat widgets, calendar, etc.

  • @giakigiannini
    @giakigiannini Год назад

    What link am I sending them?

  • @davidprosser7635
    @davidprosser7635 Год назад

    If I have a website that is sending leads to GHL, is there any way to set up batches of customers (3-4 customers) so the lead is not going to 50 different customers? Where ghl would send the first three leads to the first batch, then the next three leads to a different batch of customers?

    • @ashhasib
      @ashhasib  Год назад

      You can use Zapier to do that but you would need Javascript to create a script for this automation

  • @NomosMKG
    @NomosMKG Год назад

    @7:39 what did you use to copy the colour from the website?

    • @ashhasib
      @ashhasib  Год назад +1

      Microsoft Powertoys

  • @jefffairchild1854
    @jefffairchild1854 Год назад

    12:35 I don't understand why this part would not be automated. Why would you have to update all of those things for each client. They look like custom values. Isn't there a way to automate it?

    • @ashhasib
      @ashhasib  Год назад +1

      There is no way to automatically update custom values. Each company has different values for these attributes so you have to fill them up each time you have a new account.

  • @Sarchitect
    @Sarchitect Год назад

    But wouldn’t the client see you’re using go high level if you make them a user?

    • @ashhasib
      @ashhasib  Год назад

      No, as long as you whitelabel and change according to your own branding, you're good to share access

    • @frankdeji
      @frankdeji 9 месяцев назад

      How do you do this?@@ashhasib

  • @sarthak1317
    @sarthak1317 8 месяцев назад

    Hi, Using go high level text/phone integration requires your business to be listed in USA/Canada to use Lead Connector phone system.
    Aapne isko kaise solve kiya? or is it not possible?

  • @TheProfessionalThinker
    @TheProfessionalThinker Год назад

    IMPORTANT: How dou you switch from AM/PM to european 13:00 format. anyone?
    in gohiglevel

  • @elias_rb0646
    @elias_rb0646 8 месяцев назад

    Which plan is this? The $297 one?

  • @NikNik-px2jz
    @NikNik-px2jz Год назад

    Can we connect both (The contact form & also the calendar to book appointments from the Go High level) on our website? Which is in WordPress or any other page builder?

    • @ashhasib
      @ashhasib  Год назад

      Definitely you can. Just click on "Integrate Form" or "Integrate Survey" or the Calendar Code and copy-paste it to the website.

    • @Indefatigble212
      @Indefatigble212 Год назад

      @@ashhasib do you need to ask for access to their website builder? or how is one able to add all of these implementations and features to their website

  • @KevserKurt-os8ni
    @KevserKurt-os8ni Месяц назад

    question is, if i give a go high level account to client and if the client stop working with me can she keep the ghl or does all the data stay in my account and they have to start all over again

  • @harrysale9121
    @harrysale9121 Год назад

    how did you get access to the client's website?

    • @ashhasib
      @ashhasib  Год назад +1

      Usually we get access by having them creating a user for us or take direct access

  • @brianclark7913
    @brianclark7913 Год назад

    What is it called when you send them their monthly price and sign them up, and how do you lock the subaccount until they pay? I created the subaccount, created the user, and they got an auto email with their login info and are now in their account with apparently full access, but I haven't even gotten a credit card from them. They basically have a free account now I guess unless I erase it?

    • @NomosMKG
      @NomosMKG Год назад +1

      Delete their user access

  • @christiancostello9764
    @christiancostello9764 Год назад

    What happens if a lead texts the number you created? Would that also be forwarded to the client’s number?

    • @ashhasib
      @ashhasib  Год назад

      No, you will find that in Conversations

  • @Ceoguywithai
    @Ceoguywithai Год назад +1

    Does the new client get their login information automatically when they sign into Leadconnector app or we have to create a login and password for them?

    • @ashhasib
      @ashhasib  Год назад +1

      You will be creating logins when you are creating the user just like I showed in the video. Also the client will receive an email with username & password

    • @Ceoguywithai
      @Ceoguywithai Год назад +1

      @@ashhasib I apologize for my ignorance but are you talking about creating an "Employee" and then giving them an email and password , that will be sent with the app link ?

    • @ashhasib
      @ashhasib  Год назад +1

      @@Ceoguywithai That's correct. Creating an Employee means creating a user access for the client.

  • @alviislam4412
    @alviislam4412 Год назад

    Awesome video brother, I had a question, I am currently in USA, but next month will be visiting Bangladesh, will I still be able to receive calls, messages, and most imortantly be able to make calls directly from different sub accounts with Go high level If i am in Bangladesh? Just like I am currently using it here, would I have the same privilege if i decide to work from BD and keep track and even make calls?
    Thank you in advance

    • @ashhasib
      @ashhasib  Год назад

      I think you can do it through the app although I'd recommend asking their support as it's a unique case.

  • @theroadtoamillion
    @theroadtoamillion Год назад

    This is a great video. Very helpful. Thank you

  • @Jacobien23
    @Jacobien23 4 месяца назад

    Which plan is this with?

  • @abhinav-jain-
    @abhinav-jain- Год назад

    Hi Hasib, is GHL availabe for indian cards? I tried putting my HDFC visa debit, but its saying "ur card doesnt support this kind of payment" even though I have sufficient funds.

    • @Troid-X
      @Troid-X 9 месяцев назад

      Did you manage to add the same card in META ads Business-manager?

    • @abhinav-jain-
      @abhinav-jain- 9 месяцев назад

      @@Troid-X nope, never tried it, but pretty sure they will accept it as they have currency as INR, ghl has it in follars

  • @BusinessGrowthAutomations
    @BusinessGrowthAutomations 6 месяцев назад

    Why dont you use the GHL website builder? Is there a reason?

    • @ashhasib
      @ashhasib  6 месяцев назад

      I really love Elementor

  • @jayko888
    @jayko888 Год назад

    Does the client have to pay for go high level to have access to his CRM or does he get to use it once you make him a sub account?

    • @ashhasib
      @ashhasib  Год назад

      We sell it as a monthly subscription

  • @khadijatopakunle9164
    @khadijatopakunle9164 6 месяцев назад

    Is it compulsory to always get a phone number. Some clients don't need the call features?

    • @ashhasib
      @ashhasib  6 месяцев назад

      not compulsory, only get it if you need it

  • @yx4
    @yx4 Год назад

    Hi AshHasib, I have a question if you don't mind, do you charge the client monthly or one time for the set up? Thanks.

    • @ashhasib
      @ashhasib  Год назад +1

      There is an onboarding fee involved which is one time. The client pays monthly for the subscription.

    • @yx4
      @yx4 Год назад

      @@ashhasib Thanks AshHasib for the reply 😊, what do you think is a reasonable price to change for a set up fee? Like $200.

    • @ashhasib
      @ashhasib  Год назад +1

      @@yx4 It also depends on the type of client and the features you need to set up for his use. Usually it's around 150-300.

    • @yx4
      @yx4 Год назад +1

      @@ashhasib Thanks, I am actually watching the playlist of your gohighlevel tutorials right now 😂👍

  • @Iam-Osman
    @Iam-Osman 10 месяцев назад

    hey
    Are you Bangladeshi

  • @bslmarketing
    @bslmarketing Год назад

    Hey can I get your snapshot?