Hey Guys! Does anybody have SOP's or a good strategy to get new clients onboarded (mostly for GHL) that they wouldn't mind sharing or giving any tips? I am extremely OCD and like to stay organized so anything helps here. Thank you
We have an onboard funnel for the DIY folks, takes them thru step by step, has a pipeline to track, & reminders every 48hrs. We also have a brand kit (form) with locked workflow and that updates a ton of custom values and the sites, funnels, & section template colors are all CV so instantly their sites are branded.