The Ultimate Onboarding Snapshot

$497.00$997.00 (-50%)

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The ultimate onboarding snapshot was designed to save agencies time when onboarding new users to Highlevel. It is a step by step funnel system with whitelabel videos that walk new users through setting up their own account. It covers topics such as updating business settings, setting up calendars, installing the webchat widget, importing contacts, and more. This frees up your time to focus your onboarding calls on getting client wins and moving the needle in their business rather than tedious setup tasks.

Updates to the snapshot will be included free of charge.

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  1. 01

    by dan gallo (verified owner)

    Initially, I found setting up the snapshot to be very easy, and it was a breeze to deploy. I really appreciated how Joel provided step-by-step instructions in the setup videos, which made the process very straightforward.

    What really resonated with me and my team was Joel’s emphasis on delivering quick wins to clients. As I participated in initial onboarding calls with my clients, I realized that going through the setup steps that clients can easily perform themselves can be time-consuming and not the best use of our time.

    In addition, I found that the emphasis on delivering quick wins enables my team and I to hit the ground running with clients once they have booked an onboarding call. By focusing on actions that could bring them initial results with our system, we will be able to make the most out of our time and help clients achieve success from the very beginning.

    Overall, I highly recommend implementing Joel’s snapshot for anyone looking to improve their systems and increase their clients’ time to value. By providing quick wins and delivering immediate value, you can create a positive onboarding experience and set your clients up for long-term success.

Vendor Information

  • Store Name: Highlevel Rockstars
  • Vendor: Highlevel Rockstars
  • Address: Canada
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