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Account Setup

7
  • GHL Sub-Account Funnels and Website Set Up
  • GHL Sub-account Domain Set Up
  • A2P Request: GHL sub-account
  • Unlock Calls in GHL: New Sub-Account Phone Config
  • Finding Business Type Information (LLC, Corp, etc.)
  • Setting Up the Business Profile in a New Sub-account (GoHihgLevel)
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Best Practices

1
  • CSM – Understanding The Outstanding Billing Tab
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ClickUp

1
  • Use internal tools to gather Business Profile information
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Client Communication

2
  • CSM – Understanding The Outstanding Billing Tab
  • CSM – Revenue Tracker Guide
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Content Creation

1
  • Setting Up a New Client Account: An Example Walkthrough
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Employee Onboarding

2
  • Client’s Results SS – Tracker Overview
  • CSM – Understanding The Outstanding Billing Tab
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Getting Started

1
  • Client Onboarding Checklist
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GoHighLevel

6
  • GHL Sub-Account Funnels and Website Set Up
  • GHL Sub-account Domain Set Up
  • A2P Request: GHL sub-account
  • Unlock Calls in GHL: New Sub-Account Phone Config
  • Setting Up the Business Profile in a New Sub-account (GoHihgLevel)
  • Setting Up a New Client Account: An Example Walkthrough
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