How To Automate Client Onboarding With GoHighLevel!

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  • Опубліковано 1 січ 2025

КОМЕНТАРІ • 54

  • @Djgalvez
    @Djgalvez  4 місяці тому +3

    Want to START a SaaS business? Go here: saas-university.com
    Want DFY GoHighLevel snapshots? Go here: snapshotvault.com

  • @jaydez_
    @jaydez_ 10 місяців тому +3

    Direct and to the point, no fluff. Thank you DJ

  • @johnscottyoutube
    @johnscottyoutube 10 місяців тому +1

    Great video DJ. One of the very best on UA-cam for onboarding. Thanks

  • @briankclayton
    @briankclayton Рік тому +1

    This young man is legit.

  • @ScottCurts
    @ScottCurts 10 місяців тому +1

    Excellent and concise DJ. Thank you for your work. And Thank you for the Snapshot.

  • @BestWifiTools
    @BestWifiTools Рік тому +4

    This is Huge DJ ! thank you for sharing this...Now I can build my own onboarding funnel or customize using the snapshot you shared ..thank you for taking the time to go over the workflows and automations....great level of detail to the point without fluff... pure value!

  • @FranciscoMeza
    @FranciscoMeza 2 місяці тому

    I had no choice but to subscribe to your channel. THANKS for the useful information. Binge watching your videos now.

  • @TeamTaylor732
    @TeamTaylor732 Рік тому +1

    Thank you for this! Your videos are making my life so much easier. A new level of understanding every time I watch one of your videos.

  • @highlevelwizard
    @highlevelwizard 3 місяці тому +1

    Great video DJ thank you!!

  • @briankclayton
    @briankclayton 11 місяців тому +1

    This young cat is a life saver. If you can read this I’d like your assistance sir. I’m willing to pay.

  • @chrispodpodkowa
    @chrispodpodkowa Рік тому +1

    This is Fire DJ, I'm glad im on your mailing list too. I don't see the snapshot link you were talking about dropping. Thanks

  • @jordanscott7211
    @jordanscott7211 11 місяців тому +1

    Really cool DJ, thank you man!

  • @marciabench
    @marciabench 10 місяців тому +2

    DJ this is very helpful BUT I want to add a contract step right after payment. I see that step in the workflow options, but how would that look in the Funnel?

  • @noahcohen6426
    @noahcohen6426 11 місяців тому +2

    Hey out of curiosity.. why do you have separate workflow automation for each stage of onboarding? why not just one workflow?

  • @themindsetrevolution
    @themindsetrevolution 6 місяців тому +1

    Love it. Thank you 🤩🤩🤩

  • @EricRiggs-x4t
    @EricRiggs-x4t 2 місяці тому

    Awesome video, thanks!

  • @florissas.7028
    @florissas.7028 11 місяців тому +1

    Great! thank u for sharing this.

  • @celso_antonio
    @celso_antonio 2 місяці тому

    great video, love it

  • @flowstatescollective
    @flowstatescollective Місяць тому

    Boom legend. So simple thanks

  • @dylanstockl
    @dylanstockl Рік тому +3

    Good stuff man! Curious how many clients do you have? or do you just focus on affiliate program now?

  • @josephong9488
    @josephong9488 4 місяці тому +1

    Hi DJ, this is great. Thank you. Just curious, should the process be Appointment First > Proposal >Contract Signed >Paid >GHL On Boarding etc...

  • @MrAsaLeveaux
    @MrAsaLeveaux 7 місяців тому +1

    Really appreciated!

  • @techtrendingmkt
    @techtrendingmkt 11 місяців тому +1

    Hey, great video. Curious about the payment. When a client does pay through the funnel snapshot does it go through the stripe account connected to the agency or is this something we set up, how does it work?

  • @ChrisMcNelly
    @ChrisMcNelly 10 місяців тому +1

    How and were do you change the "two-step oder form"? I've looked everything and can only assume it also involves stripe.

  • @digtechnik
    @digtechnik Рік тому +1

    Great one DJ
    Please does GHL chatbot automation work for all plans?
    Or its just for some GHL plans?

  • @mindofnique
    @mindofnique 8 місяців тому +1

    How do I create the form funnel as you have

  • @natestraubinger
    @natestraubinger 9 місяців тому +1

    Awesome!

  • @nickdifelice
    @nickdifelice 4 місяці тому +1

    Onboarding Funnel Snapshot link not working

  • @jesscurrie
    @jesscurrie Рік тому +2

    How do I work from the snapshot. I imported it, I can see it in my snapshots but when I go to the pipeline, it’s not there

    • @itsderekbrower
      @itsderekbrower Рік тому

      I'm sure you figured this out, but you have to create the pipeline like he says at 1:17

    • @journeyto657
      @journeyto657 11 місяців тому

      hey, I signed up for the course but I didn't get the snpshot, how did you get it or can you please send it to me. I signed up after galvez

  • @noahcohen6426
    @noahcohen6426 11 місяців тому +1

    an example of a BS-free tutorial video - nice one my man

  • @brockdouglas6872
    @brockdouglas6872 7 місяців тому +2

    Why would you send them to the login page on the last step if you need to manually create the sub account?

    • @flowstatescollective
      @flowstatescollective Місяць тому

      Thats what i'm trying to work out. They would be sitting there trying to login and the account is yet to be created. Is there an automation for that?

  • @Axp258
    @Axp258 Рік тому +1

    Did u starte off in your Agency view or your Agency subaccount view?

  • @andrepelland7391
    @andrepelland7391 Рік тому +2

    Hey, Great stuff....but snapshot will not load

    • @ajayfickle
      @ajayfickle 9 місяців тому

      Bro make it yourself, trust me ;)

  • @markushadebe636
    @markushadebe636 2 місяці тому

    question, I'm based out of Norway and GHl don't provide telefon numbers for this country, what do I do, can I buy a number in a different country and still use it effectively?

  • @Iamnicof
    @Iamnicof 7 місяців тому +1

    Hey, great video. Curious about the payment. When a client does pay through the funnel snapshot does it go through the stripe account connected to the agency or is this something we set up, how does it work?

    • @flowstatescollective
      @flowstatescollective Місяць тому

      need to set up the products and then on the funnel step attach those products to that funnel step

  • @Emile_v.R
    @Emile_v.R 4 місяці тому +1

    good video

  • @LegacyCreativeCo
    @LegacyCreativeCo 3 місяці тому

    @DJ How do I get this snapshot. I’m already a go high-level user, and when I went to download snapshot it, it took me to an affiliate page.

  • @mariaabeliciafrancasilva8020
    @mariaabeliciafrancasilva8020 11 місяців тому +1

    Hey how much do u charge for a white labelimg account?

  • @KCOBAPS
    @KCOBAPS Рік тому

    Great video thank you so much. Do we need to automate creating a sub account? Or was that a completely separate video or process? Thank you.

  • @AlexArce
    @AlexArce Рік тому +1

    Aweomse video DJ! I clicked on the snapshot link. I didnt work for me.

    • @AlexArce
      @AlexArce Рік тому

      NVM user error lol

  • @landerlormans1775
    @landerlormans1775 Рік тому +1

    you always talking about Go high level. But i never see the site, you only use Lead LYF????

    • @Djgalvez
      @Djgalvez  Рік тому +2

      Lead Lyf is my white label version of GoHighLevel

    • @tpa8172
      @tpa8172 8 місяців тому

      @@Djgalvez You are the Man DJ! Your Tutorial is straight to the point with no Fluff! Thanks!

  • @KennethGonzalez-s3b
    @KennethGonzalez-s3b 3 місяці тому

    3099 Yost Mill