Step 1: Initial Setup and Configuration

Create GoHighLevel Account for the Client

1. Navigate to the GoHighLevel account creation page:
   • Open the GoHighLevel platform.
   • Select "Create Account" from the main dashboard.
2. Fill in the client’s information from the intake form:
   • Enter the client's name, email, phone number, and other relevant details.
   • Ensure all mandatory fields are completed accurately.
3. Verify the email address and other contact details:
   • GoHighLevel will send a verification email to the provided address.
   • Instruct the client to check their email and follow the verification link.
4. Confirm the account setup by logging in and checking the initial configuration:
   • Log in using the client's credentials.
   • Verify that the account is active and all basic settings are correctly configured.

Customize Account Settings Based on Client Requirements

1. User Roles and Permissions:
   • Go to the account settings and navigate to the user roles section:
     • Go to Settings > User Management > Roles.
   • Add users and assign appropriate roles:
     • Click "Add User" and enter user details.
     • Assign roles such as Admin, Manager, or User based on their responsibilities.
   • Set permissions based on the client's requirements:
     • Customize permissions for each role according to the client's needs.
2. Branding:
   • Upload the client's logo and set the primary and secondary colors:
     • Go to Settings > Branding.
     • Upload the logo and select colors that align with the client's brand identity.
   • Ensure the branding is consistent across the platform:
     • Check that the logo and colors appear correctly on all client-facing pages.
3. Custom Fields and Pipelines:
   • Navigate to the custom fields section in settings:
     • Go to Settings > Custom Fields.
   • Add custom fields based on client needs:
     • Create fields relevant to the client's industry (e.g., product preferences, service types).
   • Configure pipelines to match the client's sales process:
     • Go to Settings > Pipelines.
     • Set up stages and steps that reflect the client's sales workflow.

Integrate Client's Existing Tools and Data

1. Data Migration:
   • Export data from the client's existing CRM:
     • Ensure the data is in a compatible format like CSV.
   • Use the GoHighLevel import function to upload the data:
     • Go to Settings > Data Import.
     • Select the CSV file and follow the prompts to upload.
   • Map the fields correctly and verify the data integrity post-import:
     • Match the fields from the CSV with GoHighLevel fields.
     • Check the data for accuracy and completeness after import.
2. Social Media Integration:
   • Connect the client’s social media accounts:
     • Go to Settings > Integrations > Social Media.
   • Follow the prompts to authorize and link the accounts:
     • Select the social media platforms and enter the necessary credentials.
3. Email and SMS Settings:
   • Configure email settings by adding SMTP details or connecting via API:
     • Go to Settings > Email.
     • Enter SMTP details or connect through API.
   • Set up SMS settings by choosing a provider and configuring the necessary details:
     • Go to Settings > SMS.
     • Choose a provider (e.g., Twilio) and enter configuration details.
   • Test both email and SMS functionalities to ensure they are working correctly:
     • Send test emails and SMS to verify the setup.
4. LeadConnector Phone Number Setup:
   • Navigate to the Phone Numbers section:
     • Go to Settings > Phone Numbers.
   • Purchase a new phone number:
     • Click "Add Number" and select a number based on the client's area code preferences.
   • Configure the phone number settings:
     • Set up call forwarding, voicemail, and SMS settings.
   • Assign the phone number to the appropriate users or departments:
     • Link the number to specific users or teams based on the client's structure.
   • Test the phone number functionality:
     • Make test calls and send test SMS to ensure everything is working properly.