Hit Play On The Video 👇
Streamline your Agency's Onboarding Process by getting the sexiest snapshot ever created! Fully & Easily customised to any niche via custom values.
No More:
✅ Here's how it works:
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.
Jumpstart your results by learning how to get your first 100 members in the next 7-days following our fast start series.
Structure your group for maximum conversions following our proven 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.
Plug-in-play our proven SOP's to have a VA handle managing your Facebook group for you. Saving you 8+ hours each week.
Get access to a group of 300+ group owners working together to grow and collaborate together. You will also receive support.
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
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
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.
FEATURE 4
Our snapshot automatically records client progress and provides insight for your onboarding call, making it easier to identify areas where assistance is needed.
Receive notifications when they complete the onboarding steps
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.
Progress Notes
Contract System
Mastermind Community
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.
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.
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.
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.
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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