video1.0<iframe src="https://www.loom.com/embed/808a77e88c704472b307cf7976c898f2" frameborder="0" width="1720" height="1290" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12901720Loomhttps://www.loom.com12901720https://cdn.loom.com/sessions/thumbnails/808a77e88c704472b307cf7976c898f2-31aa3716c7511b66.gif591.57For service businesses that work with ongoing clients — coaches, consultants, law firms, accounting firms, HR agencies — 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. This 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. What this system does: - Sends a welcome sequence the moment a new client registers - Chases documents automatically across multiple touchpoints - Alerts the owner if documents are not received by Day 5 - Sends the kickoff call invitation automatically when documents arrive, no manual trigger needed - Sends a 3-touch reminder sequence before every kickoff call - Recovers kickoff no-shows automatically with a 3-step sequence - Marks clients as Active automatically after kickoff completion - Runs a compliance watchdog at Day 7 + 3 hours that checks every required step and flags anything incomplete - Tracks every client through a 10-stage automated pipeline Tested across 5 scenarios. All passed end to end. This system can be deployed and customized to your business in 3 to 4 days. Want to see a live walkthrough for your specific business? Reach out below. 📩 sazonmarva@gmail.com