Guides
The three guides before you build, sell or onboard.
A practical sequence for becoming ready to trade with GoHighLevel — without making the first client your experiment.
Before You Start
What your agency needs ready before you build in GHL
GoHighLevel is not where the thinking starts. It is where the thinking gets installed. This guide covers everything that needs to exist before you open the platform for real: business identity, domain plan, email and SMS decisions, offer clarity, access setup and cost planning.
- Agency business identity pack
- Domain and DNS plan
- Email sending readiness
- Phone, SMS and sender ID readiness
- Offer clarity before setup
- Access and ownership checklist
- Cost and usage planning
- The "do not touch yet" list
Sales Ready
Eat your own dog food before going to market
Going to market is good. Going to market before your own system works is how you become the problem. This guide walks you through proving your own agency's enquiry, booking, follow-up and fulfilment path before a client touches any of it.
- The dogfood rule
- The one-offer test
- The fulfilment map
- Agency enquiry-to-booking test
- Branded link QA
- Email and SMS readiness test
- Sales boundary sheet
Client Ready
How to onboard a client without making them the test case
Client setup comes after your own system works. This guide covers repeatable client delivery: intake pack, verification docs, sub-account domain pattern, permissions model, QA checklist, handover process and support boundaries.
- Client intake pack
- Client verification docs
- Sub-account domain pattern
- Cloudflare / Domain Connect workflow
- Permissions and access model
- Launch QA script
- Handover pack and support boundaries
Find your position
Not sure which stage you're on?
Step Zero checks where you are across all three stages and tells you what to ignore, prepare, configure and test.