Client tracker
Manage every client's onboarding, track progress, and share access.
Total clients
0
In progress
0
Completed
0
Not started
0
All clients
Client info
Client lifecycle
Client checklist
GHL setup progress
Updates
Portal access
New client lifecycle
The standard process every employee follows from first sales call to a fully onboarded, paying client. Open any client profile and use the "Client lifecycle" tab to track these steps for that specific client.
GHL account setup SOP
Once a client has signed, paid, and is ready for onboarding (Lifecycle step 4), use these 5 phases to build out their GoHighLevel account. Open any client profile and use the "GHL setup progress" tab to track these steps for that specific client.