Onboarding

Step-by-step video guides to get you up and running

1. Start Here

Introduction to the CRM onboarding process

Key Takeaways

•Understanding the CRM dashboard layout and navigation
•Setting up your profile and business information correctly
•Configuring notifications to stay on top of important updates

Checklist

I submitted my information by clicking the red button above

Get Logged In - Desktop + mobile app(QR Code below)

Business Profile - Fill out all company info (Settings → Business Profile)

General Settings - Turn on key toggles + keep only *unsubscribe* in email box

Link Calendar - Connect Google/iCloud calendar (My Profile → Calendar Settings)

Set Notifications - Choose how you want alerts (My Profile → Notifications)

Add Team - Add staff members (My Staff → Add User)

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Download the Mobile App

Scan the QR code below to download the LeadConnector app for your device

iOS LeadConnector App QR Code

iOS (iPhone/iPad)App Store

Android LeadConnector App QR Code

AndroidGoogle Play Store

2. Connect Business Profiles

How to connect and manage your business profiles

Key Takeaways

•Connecting your Google Business Profile syncs reviews and improves local visibility
•Meta/Facebook integration enables lead capture from Facebook and Instagram ads
•All connected profiles can be managed from one central dashboard

Checklist

Navigate to Settings (bottom left), then click Integrations in the left hand menu

Connect your google account associated with your google my business profile (or GBP)

Connect your meta (FB) and instagram page

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3. Opportunities & Conversations

Master your pipeline and communication tools to close more deals

Key Takeaways

•How the Opportunities pipeline gives you a visual overview of all deals in progress
•Managing conversations across SMS, email, and other channels in one unified inbox
•Moving leads through pipeline stages to track deal progression
•Using filters and tags to quickly find and organize conversations
•Setting up automated follow-ups based on pipeline stage changes

Checklist

Review Opportunities tab and understand pipeline stages

Practice moving a lead through the pipeline stages

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4. Calendars & Appointments

Setting up and managing your calendar and appointments

Key Takeaways

•Sync your calendar to avoid double-booking and show real-time availability
•Create different appointment types for consultations, follow-ups, and services
•Automated reminders reduce no-shows and keep clients informed

Checklist

Connect your calendar (Google/Outlook/iCloud)

Set up availability hours

Create appointment types

Test booking flow

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5. Managing Tasks

Organizing and tracking tasks for your team

Key Takeaways

•Tasks help you track follow-ups and action items for each lead or project
•Assign tasks to team members with due dates to ensure accountability
•Use the task dashboard for a bird's-eye view of what needs to get done

Checklist

Create your first task

Assign tasks to team members

Set due dates and priorities

Review task dashboard

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6. Followup Automation

Setting up automated followup workflows

Key Takeaways

•Automated workflows ensure no lead falls through the cracks
•Missed call text-back instantly engages leads who couldn't reach you
•Organize workflows into folders to keep your automations manageable

Checklist

Reviewed Workflow Folders

Lead Followup Reviewed

Missed Call Textback Set

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7. Tech Setup

Technical setup and configuration

Key Takeaways

•Proper DNS setup (SPF, DKIM, DMARC) ensures your emails land in inboxes, not spam
•Verify your sending domain to build sender reputation and improve deliverability
•Connect payment systems like Stripe to accept payments directly through the CRM

Checklist

Domain + DNS setup for email deliverability (SPF, DKIM, DMARC)

Verifying sending domain inside GHL

Connecting Stripe or other payment systems (if needed)

Final checks to ensure everything is authenticated and functioning

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