GoHighLevel account setup and onboarding
GHL setup is our service for getting a new GoHighLevel account built properly from the first day. We connect your domains and email, set up calendars, pipelines, forms and the core workflows, and hand it over with notes. It suits coaches and local businesses starting on GHL and agencies onboarding a new client.
7+ years in GHL · 100+ projects · US, UK, EU, Middle East
- Domain connected
- Sending domain verified
- Calendar and reminders
- Pipeline stages
- Contacts imported
- Lead follow-up workflow
What problems does this solve?
These are the situations people describe when they come to us for GHL setup.
- You signed up for GHL and the number of settings is slowing you down.
- Your team is still running leads out of a spreadsheet and an inbox.
- You need the account live before a launch or an ad campaign starts.
- You want the account built so it can become a snapshot for future clients.
What is included?
The exact scope is written into your quote. These are the parts most GHL setup projects include.
- Domains and email
- Your website and funnel domains connected, and a dedicated email sending domain with SPF and DKIM, plus a DMARC record.
- Calendars and booking
- Calendars with availability, buffers, confirmations and reminders by SMS and email.
- Pipelines and contacts
- A pipeline that matches how you sell, with custom fields, tags and import of your existing contacts.
- Core workflows
- Lead capture, speed-to-lead follow-up, booking reminders and no-show recovery, built and tested.
Want to know what this would involve for your account? A free 30-minute call gets you the likely scope and a written quote.
Get my scope and quoteHow does the project run?
Four stages, from a free call to a documented handover. Your timeline is set in the written quote, once we have seen the account.
- CallA free 30-minute call. You show us the account and the goal, and we ask the questions that decide the scope.
- Scoped quoteYou get a written scope: what we will change, what we will not touch, the price and the order of work.
- BuildWe work inside your account with the access you grant, and we test every change against real contacts and test data.
- HandoverWe walk you through what changed and leave written notes, so your team can run and edit it without us.
What should you ask before hiring anyone?
Ask these of any GHL provider, including us. Here is how we answer them.
- What a client said
“Professional, great communication and very proactive. Definitely recommend.”
Kerry MooreFounder, Cambridgeshire Wellness Clinic, United Kingdom - Who owns the account after setup?
- You do. We build inside your account and hand over full control at the end.
- Will the setup work as a snapshot later?
- If you ask for it, we build with custom values and clean naming so the account can be saved as a snapshot and reused.
- What do you need from me before you start?
- Access to your domain's DNS, your brand details, the offers you sell and your existing contact list. We send the full list with the quote.
Common questions
What is included in a GoHighLevel setup?
Domains, email authentication, calendars, a pipeline, forms, contact import and the core follow-up workflows. The exact scope is written into your quote.
Can you set up GHL for an agency client?
Yes. We can build inside a client sub-account under your agency, following your naming and snapshot conventions.
Do I need to buy GoHighLevel first?
You need an active GHL account. If you do not have one yet, our trial page explains the options.
Tell us what is broken. We will tell you how we would fix it.
A free 30-minute call with a GHL specialist. You leave with a clear next step, whether or not you hire us.