Slack

2

Slack Best Practices for Team Communication
Best Practices
- CSM – Understanding The Outstanding Billing Tab

Onboarding and Getting Started

5

Client’s Results SS – Tracker Overview
Employee Onboarding
- Client’s Results SS – Tracker Overview
- CSM – Understanding The Outstanding Billing Tab
Setting Up Tools
- Add account setup
Getting Started
- Client Onboarding Checklist

GoHighLevel

15

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
Integrations
- GHL Sub-account Domain Set Up
- Unlock Calls in GHL: New Sub-Account Phone Config
Account Setup

Google Workspace

3

Use internal tools to gather Business Profile information
How to Organize Google Drive for Easy Access
Google Drive
- Use internal tools to gather Business Profile information

ClickUp

1

Use internal tools to gather Business Profile information

Content Creation

1

Setting Up a New Client Account: An Example Walkthrough

Marketing and Campaigns

3

Client’s Results SS – Tracker Overview
Add account setup
Facebook Ad Optimization Checklist

Processes and SOPs

3

Client’s Results SS – Tracker Overview
Client Communication
- CSM – Understanding The Outstanding Billing Tab
- CSM – Revenue Tracker Guide

Troubleshooting

1

Troubleshooting Login Issues in GoHighLevel

Teams

3

Client’s Results SS – Tracker Overview
Media Buyers
- Client’s Results SS – Tracker Overview
- Add account setup

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GHL Sub-Account Funnels and Website Set Up

GHL Sub-Account Funnels and Website Set Up

< 1 min read

Updated on May 8, 2025

GHL Sub-account Domain Set Up

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