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Get Our Plug and Play Proven Automated Onboarding Snapshot

Pre-loaded with winning Follow-Up campaigns and automation that gives a smooth onboarding process to agencies to onboard 50-100 clients per day

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What does the Automated-Onboarding Snapshot Include?

The is a rational approach to getting more clients onboarded for your agency, that allows you to save time and cost.

We achieve this by using proven-to-work follow-ups, automated onboarding pipeline, contract creation, step by step progress report, Payment System and Autopilot GHL Account Creation, that i have spent months developing. Once you plug-in-play our snapshot, it just takes ONE click to run!

Streamline your Agency's Onboarding Process by getting the sexiest snapshot ever created! Fully & Easily customised to any niche via custom values.

Basically, all you need for an agency is to get paid & get the ball rolling. 🔥

And as a result...this free's you up to grow your agency without needing to spend countless of hours to onboard your clients - this is the Automated-Onboarding Snapshot.

No More:

❌ Struggling To Onboard Your Clients Manually

❌ Poor Task Organization

❌ Short term results

❌ Wasting hours on manual tasks

❌ Progress Tracking

❌ Spending extra hours on onboarding

❌ Setting-up Payment Link System

❌ Purchasing Contract System

Instead, You'll Get:

✅ 2 Pipelines

✅ 1 Funnel

✅ 20+ Workflows

✅ Training To Setup Your Snapshot

✅ A proven system and a community to support you

NOW AVAILABLE FOR INSTANT ACCESS

The Automated Onboarding Snapshot

Is a Shortcut...

Before I created the system - I was struggling to get my clients onboarded effortlessly.

My client's manual onboarding process started to slow down and not work anymore...

I got myself a deal I never signed up for.

This lead me to question everything and eventually turn the entire model upside down, breaking the rules and freeing me from the old ways.

After 3-years of trial-and-error, testing everything, and figuring things out the hard way - without anyone guiding me I've finally reached a point where my clients can onboard 50-100+ clients per/day & even more......

Now, you have the opportunity to duplicate the entire system by getting access to my automated onboarding snapshot...

✅ Here's how it works:

INCLUDED WITH YOUR ORDER

Whitelabel Onboarding Videos

Completely white-labelled onboarding videos to plug into the snapshot and walk your clients through setting up their new Highlevel sub-account.

These will


NOT

be a full walkthrough of Highlevel features and how to use the platform. These videos will be focused on getting a new users account setup and are meant for your clients to setup their own account prior to an onboarding call.

Examples of topics that will be covered: Updating your Business Info. Integrating your Facebook and Google accounts. Customizing and installing the webchat widget. Setting up a call tracking number.

5 FREE FAST ACTION BONUSES

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DFY (re)Launch Scripts

Jumpstart your results by learning how to get your first 100 members in the next 7-days following our fast start series.

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DFY Content Calendar

Structure your group for maximum conversions following our proven scripts.

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DFY Messenger Scripts

If you have a dead group or want to launch one, we are going to show you how to leverage a launch to get your first calls.

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DFY Enrollment Call Scripts

Plug-in-play our proven SOP's to have a VA handle managing your Facebook group for you. Saving you 8+ hours each week.

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Client Only Community

Get access to a group of 300+ group owners working together to grow and collaborate together. You will also receive support.

HAPPY CLIENTS

Here's Everything You're Getting For Only $399.00 Today

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FEATURE 1

TRACK PAYMENTS AND SEND INVOICES WITH EASE USING AOS

Our snapshot simplifies payment management by allowing you to easily send invoices and track payments in pipeline with follow up reminders.

Send invoices to clients directly

Track payment status

Receive notifications when payments are made or overdue

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FEATURE 2

CREATE, SIGN, AND MANAGE CONTRACTS LIKE A PRO WITH GOHIGHLEVEL.

Our snapshot simplifies contract creation and management that enables you to easily create, sign, and manage contracts with confidence and ease.

Send contract to clients directly

Track contract status

Receive copy when a contract is signed

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FEATURE 3

TRACK YOUR CLIENT ONBOARDING STATUS IN PIPELINE STAGES

Our snapshot's pipeline automation allows you to easily track your clients' onboarding status in various stages, providing you with a clear overview of their progress.

Monitor each client's onboarding progress in real-time within the pipeline stages

Receive notifications when a client advances to a new stage or requires attention.

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FEATURE 4

ONBOARDING PROGRESS NOTES

Our snapshot automatically records client progress and provides insight for your onboarding call, making it easier to identify areas where assistance is needed.

Automated notes for client progress tracking

Personalized approach with notes.

Receive notifications when they complete the onboarding steps

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FEATURE 5

INTEGRATE THE FUNNEL DIRECTLY INTO YOUR CLIENTS' SUB-ACCOUNTS.

You have the option to create a custom menu link within your Highlevel account, allowing your clients to conveniently access the login page and begin the onboarding process.

Customized menu link for clients.

Convenient access to login page.

Streamlined onboarding process initiation.

Progress Notes

Our snapshot automatically records client progress

and provides insight for your onboarding call, making

it easier to identify areas where assistance is needed.

Contract System

Our snapshot simplifies contract creation and

management that enables you to easily create, sign,

and manage contracts with confidence and ease.

Mastermind Community

Get Access to our mastermind facebook group access.

Frequently Asked Questions

What is the Automated-Onboarding Snapshot and how can it benefit my agency?

The Automated-Onboarding Snapshot is a comprehensive solution designed to streamline the client onboarding process for your agency. It offers an automated pipeline, contract creation, progress tracking, payment system, and Autopilot GHL Account Creation, saving you time and resources. By implementing the snapshot, you can focus on growing your agency without spending countless hours onboarding clients manually.

How does the Automated-Onboarding Snapshot save time and cost?

The snapshot incorporates proven-to-work follow-ups, an automated onboarding pipeline, and a contract creation system, eliminating the need for manual tasks and reducing the time spent on onboarding clients. The step-by-step progress report and payment system further streamline the process, resulting in cost savings.

Can I customize the Automated-Onboarding Snapshot for my specific niche?

Yes, the Automated-Onboarding Snapshot is fully customizable for any niche through the use of custom values. This allows you to tailor the system to your agency's unique needs, ensuring a seamless fit with your existing processes.

What are the main features of the Automated-Onboarding Snapshot?

The Automated-Onboarding Snapshot includes 2 pipelines, 1 funnel, 20+ workflows, and training to set up the snapshot. It also offers a proven system and a supportive community to help you make the most of the snapshot's capabilities.

How easy is it to set up the Automated-Onboarding Snapshot?

Setting up the Automated-Onboarding Snapshot is simple with the provided training. The plug-and-play design makes implementation a breeze, requiring just one click to get started.

What challenges does the Automated-Onboarding Snapshot address?

The Automated-Onboarding Snapshot eliminates common onboarding challenges such as manual client onboarding, poor task organization, short-term results, wasted hours on manual tasks, progress tracking, spending extra hours on onboarding, setting up payment link systems, and purchasing contract systems. Instead, you'll enjoy a streamlined, efficient, and automated onboarding process.

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