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SOP's & Onboarding
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
5 likes • Jan '24
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.
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Colleen McCartney
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15points to level up
@colleen-mccartney-5227
Super Nerd 🤓 Expert in organic social systems &strategies, Automated customer journey mapping. Former Professional Mermaid 🧜‍♀️ & Medieval Knight⚔️

Active 51d ago
Joined Feb 9, 2023
Herndon, VA
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