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HighLevel Onboarding & Support

Transform your agency using the best support & onboarding for highLevel agencies

HighLevel

Onboarding & Support

Transform your agency

using the best

support & onboarding

for highLevel agencies

Watch a Demo (Click Play)

Running a HighLevel agency comes with its challenges—especially when it comes to onboarding clients and providing them support.

If your clients don’t fully understand the platform, they’re more likely to churn, costing you time, energy, and revenue.

But what if there was a solution to streamline the entire process while boosting client satisfaction and retention?

Introducing our White Label Onboarding & Support, a complete, plug-and-play system designed to guide your clients through the key steps of Onboarding Setup.

With a 16 Step onboarding funnel and 12 detailed gray-label videos, smart workflows, and an intuitive onboarding pipeline, our onboarding snapshot takes the guesswork out of client onboarding, providing a Seamless Experience for both your clients and your agency.

It will give your client access to your exclusive Onboarding Portal, where we can track every click and every page visited. We'll know who's book an onboarding session, and we'll make sure it happens in the first 7 days of them enrolling with you.

Plus our 4 detailed onboarding appointments will guarantee that your sub-accounts fully understand how to use their new account, and where to go when they get stuck.

From Automating Progress Tracking to ensuring no client gets stuck in the onboarding process, our snapshot not only educates your clients but keeps them engaged and moving forward.

Plus, with a 7-day push automation sequence, you can Nurture Clients step-by-step, allowing them to get the most out of the platform—without overwhelming them. The result? Lower churn, happier clients, and More Time for you to focus on scaling your agency.

  • Lower Churn: Reduce client drop-off rates by guiding them through a step-by-step onboarding process.

  • Increase Client Retention: Keep your clients longer by providing a seamless, stress-free onboarding experience.

  • Boost Client Engagement: Educational videos ensure your clients understand how to fully utilize the platform.

  • Free Up Your Time: Automate the onboarding process so you can focus on growing your business, not managing clients.

  • Professionalism: Present your agency as an expert with detailed, high-quality gray-label onboarding materials.

  • Enhance Customer Satisfaction: Give your clients the tools they need to succeed, leading to better long-term relationships.

  • Increase Usage Rates: Help your clients unlock the full potential of the software, increasing their daily use and value perception.

  • Stay Proactive: Automated workflows ensure no client gets left behind, nudging both clients and your team if a step takes too long.

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

This page is under construction. Please bear with us.

We're working hard to bring you the best experience.