GOHIGHLEVEL ANSWERS & PROMPTS: PLAYBOOK T13 · SAAS MODE & SNAPSHOTS
AUTHOR: DANIEL HALLMAN
KEYWORD: AGENCY
PLAYBOOK T13 · SaaS Mode & Snapshots KEYWORD: AGENCY

How do you onboard a new GoHighLevel agency client fast?

Answer: Skip the 40-question onboarding form: run one 45-minute live Zoom call right after payment to connect Settings > Domains, Google Business Profile, Trust Center A2P 10DLC, and call forwarding during the call.

Tags: #onboarding #saas-mode #a2p-10dlc #dns #snapshots
STEP-BY-STEP INSTRUCTIONS + ANNOTATED GHL SCREENSHOTS

Steps in GoHighLevel

  1. STEP 1
    Connect Integrations and Custom Values (Min 0–15): In Settings > Integrations, connect Google Business Profile and Google Calendar, then populate business name, phone, and review link under Settings > Custom Values.
    REAL GHL SCREEN · SETTINGS > CUSTOM VALUES ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Custom Values screenshot showing Settings > Custom Values menu, + Add custom value button, and {{custom_values.*}} merge keys
    1Open Settings > Custom Values 2Click + Add Custom Value 3Copy {{custom_values.*}} Merge Key
  2. STEP 2
    Add DNS Records and Submit A2P 10DLC (Min 15–30): In Settings > Domains and Settings > Phone Numbers > Trust Center, screen-share to add the funnel and LC Email CNAME records and submit the A2P 10DLC brand and campaign.
    REAL GHL SCREEN · SETTINGS > PHONE SYSTEM ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Settings Phone System screenshot showing Phone System menu, Phone numbers and Additional Settings tabs, and Phone System Settings button
    1Open Settings > Phone System 2Check Phone Numbers & Additional Settings 3Open Phone System Settings
  3. STEP 3
    Test 15s Call Timeout and Text-Back Live (Min 30–45): In Settings > Phone Numbers > Edit Configuration, set Incoming Call Timeout to 15 seconds and place a test call from the owner's phone to verify the 45 second Missed-Call Text-Back.
    REAL GHL SCREEN · REPORTING > CALL REPORT ANNOTATED GHL SCREENSHOT
    Annotated GoHighLevel Call Report screenshot showing Call Report tab, Tracking Number filter, and First-Time Calls vs. Missed breakdown
    1Click Call Report Top Tab 2Filter by Tracking Number & Date 3Check First-Time Calls vs. Missed
MODE: AGENT PROMPT
PASTE INTO CLAUDE CODE, CURSOR, CHATGPT, OR GOHIGHLEVEL ASK AI AGENT PROMPT 
Run our 45-Minute GoHighLevel Client Onboarding Sprint check for a new client sub-account:
1. Verify snapshot workflows, custom values (business name, phone, booking link, review link), and calendar conflict settings.
2. Check DNS records (CNAME, SPF, DKIM, DMARC) and A2P 10DLC opt-in form readiness.
3. Output a client-facing Launch Readiness Scorecard confirming Missed-Call Text-Back and Google Review automation are ready to go live.
Cause
  • Sending a new client a massive onboarding questionnaire and waiting for them to figure out DNS records or EIN letters by email stalls launch for 3 weeks and causes early buyer's remorse.
GoHighLevel Configuration
  • Book a 45-minute Live Setup Sprint on the checkout thank-you page.
  • During the call, screen-share to add CNAMEs in 4 minutes, submit A2P registration together, connect Google Business Profile, and turn on Missed-Call Text-Back before hanging up.
MENU PATH REFERENCE

GoHighLevel Menu Paths

Step Menu Path in GHL Action
Step 1 Settings > Integrations Connect Google Business Profile and Google Calendar, then populate business name, phone, and review link under Settings > Custom Values.
Step 2 Settings > Domains In Settings > Domains and Settings > Phone Numbers > Trust Center, screen-share to add the funnel and LC Email CNAME records and submit the A2P 10DLC brand and campaign.
Step 3 Settings > Phone Numbers > Edit Configuration Set Incoming Call Timeout to 15 seconds and place a test call from the owner's phone to verify the 45 second Missed-Call Text-Back.
The 45-Minute GoHighLevel Live Client Onboarding Sprint Checklist
VISUAL PLAYBOOK · PLAYBOOK T13 (SAAS MODE & SNAPSHOTS) Back to Annotated GHL Screenshots ↑
DEFAULT SETUP VS. AUTOMATED WORKFLOW

Operational Comparison

Manual Admin Work Per Client
Manual Clicking Across Tabs: 45 min
Automated HighLevel Setup: 2 min
Lead-to-Booked-Job Conversion
Untracked Follow-Up: 18%
Automated GHL Pipeline: 74%

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