Client Onboarding Checklist Generator
Generate a custom GoHighLevel setup checklist for each new client — never miss a step
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Client Onboarding Checklist
💡 Streamline Your Onboarding with GoHighLevel Snapshots
After completing your first client setup, save the entire sub-account as a snapshot. Snapshots capture everything — pipelines, automations, funnels, email templates, calendars — and let you replicate the setup for new clients in one click. This can reduce onboarding time from several hours down to 1–2 hours.
Start Building Your First Snapshot →Frequently Asked Questions
A basic setup (CRM, email, scheduling) takes 2–4 hours. A full setup with automations, funnels, and AI chatbot takes 6–10 hours. Using snapshots and templates can reduce this to 1–2 hours after your first client.
A snapshot is a saved template of your entire sub-account setup — pipelines, automations, funnels, email templates, everything. After setting up your first client, save it as a snapshot and apply it to new clients in one click.
If you have more than one client, Unlimited ($297/mo) is better — it allows unlimited sub-accounts so each client gets their own isolated environment. Starter only supports one account.
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