Complete GHL Account Setup from Scratch

A coaching agency came to us with a brand new GHL account and zero idea where to start. We handled everything — agency branding, sub-account creation, user roles and permissions, pipeline structure, contact settings, and all core platform configurations — building a clean, functional GHL foundation tailored to how their team actually works, not just a generic default setup.

Custom Domain Connection in GHL

A business coach needed their funnels and website running on their own branded domain — not a generic GHL link. We handled the full DNS configuration, added the correct A records and CNAMEs, verified SSL certificates, and set up subdomain routing so every funnel and landing page reflected their brand. We also troubleshot propagation delays and ensured everything resolved cleanly across all browsers and devices.

Custom Email SMTP Setup in GHL

An agency was seeing their GHL emails land in spam folders — killing open rates and costing them leads. We configured a custom SMTP provider (Mailgun/SendGrid), authenticated the sending domain with SPF, DKIM, and DMARC records, ran deliverability tests, and warmed up the domain properly. We also updated all existing email workflows to route through the new authenticated sender to ensure consistent deliverability across every campaign.

Phone Number Setup with Twilio & Lead Connector

A sales-focused agency needed to call and text leads directly from GHL but kept hitting compliance walls. We handled the full Twilio account connection, purchased and verified phone numbers, completed A2P 10DLC regulatory bundle registration for SMS compliance, and connected Lead Connector as a backup channel. We also set up call forwarding, voicemail drops, and tested two-way messaging end-to-end before handing it off to the team.

Payment Gateway + Workflow Automation

A coaching business was manually following up after every payment — sending welcome emails, granting access, and updating their CRM by hand. We connected Stripe to GHL, built payment workflows that trigger instantly on successful charge, and automated the full post-purchase sequence: welcome email, onboarding SMS, CRM tag update, pipeline stage move, Slack notification to the team, and course access grant — all without a single manual step.

Custom Agreement Setup with Data Population

A high-ticket coach was manually creating contracts for every new client — copy-pasting names, dates, and package details into a Word doc, emailing it, chasing signatures. We built a fully automated contract flow in GHL: agreements auto-populate with the contact's name, email, package, price, and start date pulled from custom fields, then get delivered via workflow and tracked for completion. Signed documents are stored directly on the contact record.

Invoice & Payment Link Setup with Workflow

An agency was chasing unpaid invoices manually — sending reminder emails one by one and losing track of who had paid. We built a complete invoicing system inside GHL: automated invoice generation from templates, delivery via email and SMS with branded payment links, a multi-step follow-up sequence for unpaid invoices, and a workflow that automatically marks the invoice paid and updates the pipeline when payment is received.

Xero Invoice Integration via Zapier

A growing agency was manually re-entering GHL payment data into Xero for accounting — a slow, error-prone process that took hours each week. We built a Zapier automation that listens for payment events in GHL and instantly creates a matching Xero invoice with the correct contact, line items, amounts, and tax codes — syncing both systems in real time. We also built error handling so failed zaps get flagged immediately.

Custom Forms on Third-Party Websites

A business coach had an existing WordPress website but wanted all form submissions to flow directly into GHL — without rebuilding their site. We built GHL-native forms styled to match the client's brand, embedded them via iframe and custom code into the WordPress site, and connected each form to the correct GHL workflow, pipeline, and tag structure. Every submission now triggers an immediate lead follow-up sequence inside GHL.

Membership & Community Setup in GHL

A coaching business was paying for Kajabi and Circle separately — one for their course, one for their community — while also running GHL. We consolidated everything into GHL's native membership and community features: built out the full course structure with modules, lessons, and drip content schedules, set up tiered access levels for different products, and created a branded community space. Then we connected membership access to their payment and onboarding workflows.

Membership Migration from Other Platforms to GHL

A course creator with 300+ active members needed to move from Kajabi to GHL without disrupting their community or losing member progress. We mapped all existing content, exported member data, rebuilt the full course structure in GHL with matching module and lesson order, migrated member records with correct access levels, and timed the cutover during a low-activity window. Members received a clean transition email and new login instructions automatically.

Zapier Integration — GHL Triggering Actions Across Apps

An agency's GHL was running in isolation from the rest of their tool stack — Slack, Google Sheets, Notion, and their project management system. We designed and built a multi-zap integration layer that triggers real-time actions in external tools whenever contacts move through GHL pipelines, submit forms, or complete workflows. New leads notify the sales team in Slack, deals update a Google Sheet tracker, and won clients automatically create Notion project pages.

GHL Agency Setup — Automated Sub-Account Creation After Payment

A GHL agency owner was spending 3-4 hours manually setting up each new client's sub-account — creating it, configuring it, loading snapshots, and granting access. We built a full payment-triggered automation: when a new client pays, a webhook fires, the sub-account is created via GHL's API, a pre-built snapshot is loaded, the client receives their login credentials, and the agency owner gets a Slack notification — all within minutes, without anyone touching anything.

Rebilling & Reselling Setup in GHL Sub-Accounts

A GHL agency was absorbing the full cost of email, SMS, and AI credits for their sub-account clients — eating into their margins every month. We configured GHL's SaaS mode and rebilling features to pass usage costs directly to clients, set up reselling of platform features as upsells, and built the pricing tiers so the agency was profiting from every credit their clients consumed rather than subsidising it.

Calendar Setup, Google Integration & Full Booking Workflows

A sales team was managing bookings across multiple reps using separate Calendly links — losing visibility, double-booking, and missing follow-ups. We built a complete GHL calendar system: round-robin and team calendars, synced bidirectionally with Google Calendar, custom availability and buffer rules, automated reminder sequences via email and SMS at 24h/1h/15min intervals, no-show workflows, and post-call follow-up automations tailored to the outcome recorded in GHL.

Complex Multi-Step GHL Workflow Architecture

A fast-growing agency had a GHL account full of broken, overlapping workflows built by different people over time — leads were getting stuck, receiving duplicate messages, or falling out of sequences entirely. We audited every existing workflow, mapped the intended logic, decommissioned the broken ones, and rebuilt the entire automation architecture from scratch: conditional branches, goal triggers, wait conditions, internal task assignments, and cross-workflow handoffs — all documented and tested before going live.

AI Setup — Conversational AI, Voice Agent & Workflow AI

A coaching business was spending hours each day manually qualifying inbound leads via DMs and calls — most of which weren't ready to buy. We deployed GHL's full AI suite: a conversational chatbot trained on their offer and FAQs to qualify leads and book calls, a voice AI agent to handle inbound calls after hours, and workflow AI steps that score leads and route them based on intent — creating a 24/7 qualification and booking machine that runs without any human involvement.

Full Platform Migration to GHL — ClickFunnels, ActiveCampaign, Zoho & WordPress

Multiple agencies came to us needing to migrate away from legacy platforms — ClickFunnels funnels, ActiveCampaign email sequences, Zoho CRM data, and WordPress sites — all into GHL. We handled each migration end-to-end: auditing existing assets, rebuilding funnels and landing pages in GHL, importing and remapping contact data, recreating automation sequences, and running parallel testing before cutting the DNS and decommissioning the old platforms — with zero revenue interruption.

WhatsApp Setup & Automated Workflow Integration

An agency's leads were going cold because all follow-up was happening via email — a channel their audience barely checked. We connected WhatsApp Business to GHL, set up the official Meta Business verification, built automated WhatsApp sequences for lead nurture, appointment reminders, and post-purchase follow-up, and enabled two-way WhatsApp messaging from the GHL inbox so the sales team could handle conversations in one place without switching between apps.

Custom Business Dashboard in Looker Studio

An agency owner had no real visibility into their business — they were pulling numbers from GHL manually and building ad-hoc reports in spreadsheets. We connected GHL data to Looker Studio via a live data connector, built a custom multi-page dashboard showing real-time lead volume by source, pipeline value by stage, conversion rates at each funnel step, monthly revenue trends, campaign performance, and team activity — all updating automatically without anyone touching a spreadsheet.