A custom AI team
AI agents set up for the client’s own use case, such as answering enquiries, booking appointments, qualifying leads and following up.
Product · GHL Onboarding
Onboard every client in their own brand, without the busywork
A smart intake learns about each client’s business, then builds them a complete, customised GoHighLevel sub-account in their branding. Designed to be ten times faster than a person setting it up by hand, and far better than a copied template.
Coming soonIn development. Join the waitlist for early access.
How it works
From intake to handover in four steps
Your team stays in charge. The repetitive build work does not land on them any more.
- 01
Smart intake
Your client answers a guided intake about their business, brand, services, team and goals. It asks follow-up questions only where they matter.
- 02
AI builds the account
A complete sub-account is generated for that business, in their branding: AI agents, calendars, pipelines, tags, fields, templates and workflows.
- 03
You review
Check everything in one place, change what you like and approve it. Nothing goes live without your say-so.
- 04
Handover with a guide
The client gets a ready account and a step-by-step guide to their own setup, written so anyone can follow it.
What it sets up
Everything the client needs, and nothing they don’t
Instead of dumping a generic snapshot on a new client, GHL Onboarding builds only what fits their business, from their own answers.
Calendars
Booking calendars with the right services, durations, availability and team members, ready to share.
Pipelines
Stages that match how this business actually sells, not a generic sales funnel.
Workflows
Follow-ups, reminders, review requests and nurture sequences built around their services and goals.
Email and SMS templates
Messages written in the client’s voice and branding, for the moments that matter to their customers.
Tags and custom fields
A tidy set of tags and fields for the information this business really collects, and nothing else.
The difference
Manual onboarding versus GHL Onboarding
| Aspect | Manual setup or a snapshot | GHL Onboarding |
|---|---|---|
| Time to a working account | Hours or days of clicking, per client | Designed to be ten times faster, with the build done for you |
| Fit to the business | A generic snapshot, the same for everyone | Generated for that business, from its own answers |
| What the client gets | Everything in the snapshot, needed or not | Only what they asked for and will use |
| Consistency | Depends on who did the setup that day | The same quality on every account |
| Handover | A call, or a copied email nobody keeps | A written guide to their own setup |
| Your team’s effort | Repetitive build work | Review and approve |
The handover guide
A guide to their own account, in plain steps
Every build comes with a written guide to that client’s setup: what each workflow does, what to click and what happens next. Anyone on their team can follow it.
Illustrative example
Bright Smile Dental: your new patient journey
Workflow: New patient enquiry to booked check-up
- Someone fills in the website form. They are added to Contacts with the tag
new-patientand appear in the Enquiry stage of the New Patients pipeline. - Within a minute, they get a text. Your AI receptionist says hello, answers questions and offers the next free check-up times.
- They pick a time. The booking lands in the Check-ups calendar and the card moves to Booked. Nothing for you to do.
- Reminders go out for you. An email the day before and a text two hours before. If they reply to cancel, the slot opens again.
- After the visit, ask for a review. Move the card to Visited and a review request is sent the next morning.
Tip: to change the reminder wording, open Automation, then Appointment reminders, and edit the two message steps.
Works with
Part of an effortless GoHighLevel experience
Questions
What people ask first
It is in development now. Join the waitlist and we will email you when early access opens. We are not announcing a date until it is ready.
A snapshot copies the same account for every client. GHL Onboarding generates the account from the client’s own answers, so it fits their business and leaves out what they do not need.
Yes. You review everything before it goes live, and you can change or remove anything first.
That is the idea. It builds sub-accounts in the client’s branding for agencies running GoHighLevel under their own name.
Pricing has not been set. People on the waitlist will hear first.
Coming soon
Get early access to GHL Onboarding
Tell us a little about your agency and we will let you know as soon as early access opens.
- Be first to try it on your own clients
- Help shape what it builds
- No commitment, and no card