Transform Your Client Onboarding Experience with Our HighLevel Snapshot


Boost client satisfaction, reduce churn, and free up your time with our Onboarding Snapshot a complete, automated onboarding system.

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Our Onboarding Snapshot include:

  • 16-Step Funnel: 12 gray-label videos guide clients through setup, from Business Profile to Social Planner.

  • Progress-Tracking Workflow: Automatically monitor each client’s onboarding status.

  • Automated Reminders: Keep clients and your team on track with timely nudges.

  • 7-Day Automation Sequence: Daily prompts ensure clients move through key steps steadily.

  • Custom Welcome Email: Automatically sends a personalized welcome for new sub-accounts.

  • Onboarding Pipeline: Visualize and track the onboarding journey.

  • Custom Values Management: Simplify client info and standardize processes.

  • Our Team will Fully Set Up the onboarding Snapshot for You!

    🎁 BONUS: A2P Registration & Compliance Snapshot for your agency and a separate one for your clients. So 2 additional snapshots relating to A2P.