Here’s a comprehensive client onboarding & white-label setup checklist for reselling GoHighLevel. You can use this every time you bring on a new client.

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Setup Checklist

Step 1: Domain & DNS Setup

1. Decide on a branded subdomain:
   • Example: crm.yourcompany.com
2. In client’s (or your) DNS, create a CNAME record:
   • Host/Name: crm
   • Points to: ghl.app (confirm exact target in GHL docs)
3. Wait for DNS propagation (10–30 minutes).
4. Test: crm.yourcompany.com should redirect to GHL login page.

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Step 2: Enable White-Labeling in GHL

1. Navigate: Settings → Company Settings → White Label
2. Configure branding:
   • Logo: Upload your company logo
   • Dashboard Colors: Primary/secondary/headers
   • Login Page Text: Add welcome text or instructions
   • Favicon: Small icon for browser tab
   • Email & SMS Branding: Use your email domain for replies

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Step 3: Create Client Sub-Account

1. Go to Accounts → + New Account
2. Select plan (use Unlimited for unlimited sub-accounts)
3. Apply white-label settings (logo, colors, domain)
4. Invite client via email:
   • They’ll receive login credentials to your branded domain
5. Test login yourself to ensure branding is correct

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Step 4: CRM & Pipeline Setup

1. Create basic pipelines (e.g., Leads → Contacted → Proposal → Closed)
2. Add default stages and custom fields specific to client business
3. Import client contacts if available
4. Set up tasks & reminders

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Step 5: Marketing & Automation Setup

1. Create default campaigns/workflows:
   • Email drip sequences
   • SMS follow-ups
   • Triggers for lead behavior
2. Add forms & landing pages branded for the client
3. Set up notifications for the client (email, Slack, or internal notifications)

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Step 6: Courses / Memberships Setup (If Applicable)

1. Create course categories or modules
2. Upload content (video, PDF, quizzes)
3. Set pricing if courses are paid
4. Create access rules (free vs. paid)
5. Set up reporting/dashboard for course progress

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Step 7: Client Training & Documentation

1. Schedule a 1–2 hour walkthrough (Zoom or in-person)
2. Provide PDF or video tutorials:
   • Logging in
   • Managing contacts and pipelines
   • Sending campaigns
   • Accessing courses/memberships
3. Explain optional managed service add-ons:
   • Campaign management
   • Membership/course management
   • Funnel creation

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Step 8: Go-Live & Support

1. Confirm client can log in and access all features
2. Test workflows, emails, and landing pages
3. Set up support process:
   • Ticket system or email for questions
   • Optional weekly/monthly check-ins
4. Monitor first 30 days for issues and optimize pipelines or automations

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Step 9: Optional Enhancements

• White-label mobile app setup
• Advanced automation (SMS + Email + Triggers)
• Custom dashboards for client reporting

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✅ Tip: Keep this checklist as a template in Notion, Google Docs, or your internal CRM. For every new client, just check each step, and nothing gets missed.

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