GHL Account Setup
Your CRM, booking calendar, pipeline and follow-up, configured to work together.
Business owners who have recently purchased GoHighLevelMake the next step simpler.
You signed up for GoHighLevel but the account is still mostly empty. Your team has no consistent place to manage enquiries and appointments.
Rather than leaving you to find and connect separate GHL settings, this package creates a focused implementation with agreed acceptance criteria. We start by reviewing your existing account and goals, confirm the relevant configuration, then build and test the defined work. Nothing extra is silently bundled into the commitment.
What’s included
Each deliverable is reviewed during kickoff and documented in your written scope.
- Business profile and core account settings
- One sales pipeline with opportunity stages
- Contact fields, tags and lead source routing
- Booking calendar and shareable booking link
- New-lead SMS and email follow-up
- Missed-call text-back configuration
- Phone-number setup and basic messaging checks
- Testing, handover and a recorded walkthrough
How we deliver it
We review your services, hours and existing lead process.
We configure the account and connect capture, follow-up and booking.
We test the journey and record a walkthrough so your team can use it.
What we need from you
To work efficiently, you will need an active GHL account with the correct user permissions, a contact person for approvals, approved service information and any existing workflow requirements. We will request credentials through appropriate delegated access where possible rather than asking you to email passwords. For messaging, booking and AI services, accurate business hours, consent requirements and approved scripts are essential.
We test on relevant desktop and mobile flows, review the items included in scope, and explain what the team can maintain themselves. If a requested integration or external approval falls outside the initial plan, you receive an updated scope before that work proceeds.
Frequently asked questions
Do I need my own GoHighLevel account?
Yes. This package is designed to configure an account you own. We can help you decide which plan to purchase before work starts.
Can you migrate existing contacts?
Tell us the source and record count. We will confirm whether migration is within the agreed scope or needs a separate quote.
Does this include the GoHighLevel subscription?
No. Platform subscription, phone, email and usage charges are billed separately by the relevant provider.
Will you train my team?
A recorded walkthrough is included in the proposed scope; additional live training can be quoted.
How long will setup take?
The plan suggests seven working days. We confirm the start date and delivery schedule once all access and assets are ready.
Related setup services
Choose an additional package only if it solves another problem in your customer journey.
Get a clear scope and fixed project quote.
We will confirm price, delivery expectations and the exact set of deliverables before work begins.