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Streamline your Agency's Onboarding Process by getting the sexiest snapshot ever created! Fully & Easily customized to any niche via custom values.
No More:
✅ Weekly Onboarding Follow Up Sequences
Additional Bonuses
✅ Here's how it works:
FEATURE 1
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.
Contract Follow Up
Onboarding Form Follow Up
Onboarding Call Follow Up
Invoice and Payment Confirmation Through Email
FEATURE 2
MULTIPLE WEEKLY ONBOARDING FOLLOW UP
SEQUENCES
Our snapshot's pipeline automation allows you to follow up effectively with the client to complete all onboarding steps so that you only focus on scaling.
FEATURE 3
INTEGRATE THE CONTRACT 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.
FEATURE 4
CREATE, SIGN, AND MANAGE CONTRACTS LIKE A PRO WITHIN 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 5
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
FEATURE 6
CREATE, SIGN, AND MANAGE CONTRACTS LIKE A PRO WITHIN GOHIGHLEVEL.
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
Keep your onboarding team updated with to-do list all automatically
Step By Step Notes/ Task creation so that you only focus on the urgent tasks
Personalized approach with notes.
Receive notifications when they complete the onboarding steps
Onboarding Checklist
For Clients
Get a Checklist For Clients Client's Onboarding Effortlessly Step by Step
4 Weeks Onboarding
Tracking Checklist
For Your Onboarding Team
Get a 4 weeks Checklist for your Team to Track your Client's Weekly Onboarding Progress
Contract Funnel
Mastermind Community
Onboarding Snapshot
Mindmap/FlowChart
Get The Onboarding mindmap so that your onboarding team can keep a track of the steps they need to focus on
Weekly Follow Up Campaigns
Contract Funnel
Automate and Delegate Modules
Whitelabelled Videos
I want this, what exactly am I getting?
You will get a duplicate of our best-performing snapshot. In addition to this, you will be added to our private mastermind group where you can connect and get help from others in your shoes.
Who is this for?
This is for agency owners struggling to streamline their client's onboarding process. We have designed it the way it will fit all your needs to onboard a new client on your Gohighlevel agency. You'll enjoy a streamlined, efficient, and automated onboarding process.
Do you also offer DFY snapshot set up service to help me activate the snapshot ?
Absolutely, just reach out if you need help setting up and you will get it up and running for your agency account on Gohighlevel so that you just focus on sales.
How is this different than other onboarding snapshots?
The snapshot has extra ordinary features like contract signature funnel, task tracking through notes creation , automated pipeline to track client's progress and many more
iS THIS A VALID AGREEMENT?
I cannot give legal advice, but I believe this to be binding. This after all is just an understanding between two people, and if necessary, I feel I have enough information to back it up if it even came to litigation and they would have to bring their copy to dispute it.
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.
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