{"type":"video","version":"1.0","html":"","height":1290,"width":1720,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1290,"thumbnail_width":1720,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/808a77e88c704472b307cf7976c898f2-31aa3716c7511b66.gif","duration":591.57,"title":"GoHighLevel Client Onboarding System | Automated + Compliance Watchdog Demo","description":"For service businesses that work with ongoing clients ā coaches, consultants, law firms, accounting firms, HR agencies ā onboarding is usually a manual, stressful process. Documents get lost, kickoff calls get missed, and clients fall through the cracks before the relationship even starts.\n\nThis video walks you through the Client Onboarding System, a fully automated onboarding process built in GoHighLevel that takes a new client from registration through document collection, kickoff scheduling, and completion, with a compliance watchdog built in at the end to make sure nothing gets missed undetected.\n\nWhat this system does:\n- Sends a welcome sequence the moment a new client registers\n- Chases documents automatically across multiple touchpoints\n- Alerts the owner if documents are not received by Day 5\n- Sends the kickoff call invitation automatically when documents arrive, no manual trigger needed\n- Sends a 3-touch reminder sequence before every kickoff call\n- Recovers kickoff no-shows automatically with a 3-step sequence\n- Marks clients as Active automatically after kickoff completion\n- Runs a compliance watchdog at Day 7 + 3 hours that checks every required step and flags anything incomplete\n- Tracks every client through a 10-stage automated pipeline\n\nTested across 5 scenarios. All passed end to end.\n\nThis system can be deployed and customized to your business in 3 to 4 days.\n\nWant to see a live walkthrough for your specific business? Reach out below.\n\nš© sazonmarva@gmail.com"}