Client Onboarding

Onboarding that finishes itself

Agency onboarding fails in the same place every time: a client owes you eleven things, you asked for them once in an email, and three weeks later nobody can say which four are still missing. Power CRM turns that into a queue with a state.

Stages you define, not stages we impose

Open the onboarding configuration and build the process your agency actually runs — stages, the sections inside them, the fields inside those, the order, and which are required. Give each field a friendly name and a description so nobody has to guess what “Primary GBP” means. If your onboarding for a chiropractor differs from your onboarding for a law firm, model that; the app does not care.

Every field has a status

A field is not just full or empty. It moves through a status flow you configure — client-supplied, team-reviewed, approved, not applicable. That distinction is the whole point: a field can be populated and still be blocking, because nobody has checked it. The onboarding view shows each field as a card with its status on it, and a search box, because real field sets get large.

The Missing Info queue

Every incomplete or unapproved field, across every client, rolls up into one cross-client dashboard. That is the daily standup list — not “how is Acme going”, but “what exactly is blocking anything from launching today”. Work it top to bottom and onboarding progresses on its own.

Chase the client automatically

Flag a field as missing and Power CRM notifies the client to supply it. A reminder scheduler runs in the background with eligibility checks, so clients get followed up without a person writing the follow-up, and without being spammed for things they have already sent.

Reminders go out as email and SMS: email at 6am and 4pm in the client’s local timezone, SMS in the 4pm window every third day. Both are sent through your own GoHighLevel account — your sending address, your number, you as the sender. They stop the moment onboarding hits 100%, and skip anyone who has touched a field in the last four hours. Because the SMS goes out under your brand from your number, you are responsible for prior express written consent, STOP/HELP handling and A2P 10DLC registration — see the privacy policy before you turn SMS reminders on. Message and data rates may apply to your clients; consent is never a condition of purchase.

Safe client logins

You can give the client an account. Per-field visibility controls exactly what an account-level user sees and can edit, so a client can complete their own brand questionnaire while your internal scope notes, credentials and margins stay invisible to them.

It writes back to the CRM

Onboarding data is not a silo. The fields you collect are GoHighLevel custom fields and custom values — so the moment a client supplies their business hours or their brand colors, that value is queued into the CRM your automations already run on.