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In this GoHighLevel tutorial and training, I show you how to setup some simple automations and custom values to onboard your new SaaS marketting agency clients within 30 minutes or less. This is a powerful training for any marketing agency owner looking to save a ton of time onboarding their clients!
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Time Stamp ⌛
0:00 Intro
1:15 Automated client onboarding automation breakdown
4:23 Client onboarding form
6:25 Using custom values to customize client accounts
14:00 Automated onboarding reminders
19:50 Conclusion
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This GoHighLevel tutorial is a game-changer for any SaaS marketing agency owner who wants to quickly onboard their new clients (yes, 30 minutes or less).
When I started onboarding my clients using custom values and some simple automations, it made a world of difference.
Not just saving my own time, but making it very easy to train a virtual assistant or other team member to onboard my clients for me, paid for by my SaaS product sign up fee!
Once you’re able to get these automations in place, you’ll be amazed at how much time you save.
As usual, GoHighLevel makes it very easy to set these onboarding automations up using the workflow builder and custom values features.
GoHighLevel doesn’t just change the game for your clients by allowing you to build an amazing SaaS product.
It’s a game-changer for us agency owners because we can acquire, onboard, and retain clients much easier.
Everybody wins.
So start using these client onboarding automations ASAP if you want to save a ton of time and keep more of your SaaS clients.
Hope this helps!
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