Full sub-account setup and configuration so you're not discovering structural problems six months in — built correctly the first time.
Book a New Account Setup CallA sub-account built quickly without proper structure creates compounding issues: fields that don't match how the business operates, no naming conventions, calendars and pipelines added ad-hoc. We treat initial setup as the foundation the rest of the account gets built on, not a checkbox to get through before the "real" work starts.
Domains, email sending, and phone numbers get set up wrong or skipped entirely by new users.
Accounts become unmanageable as pipelines, workflows, and forms pile up without structure.
Agencies build every sub-account differently, with no repeatable standard for new clients.
Businesses switching from another CRM don't know what GHL equivalents exist for their old setup.
What the business needs GHL to do — sales, marketing, fulfillment, all three — before any configuration decisions are made.
Domain connection, email sending authentication, phone number provisioning, and business profile configuration done correctly the first time.
Pipeline, calendar, and tagging naming conventions established before anything is built, so the account stays organized as it grows.
Initial pipelines, calendars, forms, and tag structure configured based on the discovery findings.
User roles and permissions set up correctly so the right people see the right things from day one.
A guided walkthrough of the finished account so the team understands what was built and why.
A new business owner signs up for GHL, adds pipelines and a calendar as needed — within two months the account has twelve inconsistently-named pipelines and duplicate tags.
The account launches with a planned structure — clear naming, a defined tag taxonomy, and correctly configured domain/email sending — so every future addition follows an established convention.
Yes, we assess what exists and restructure only what needs it rather than rebuilding unnecessarily.
Yes, including building a standardized template so future sub-accounts follow the same structure.
Most new account builds are completed within a few business days, depending on complexity.