Client

Where they're up to

Moving step saves, and adds a note on their GoHighLevel contact. Reaching First 30 days also moves their deal to Installed.

Install progress

Tick as you go in the room. Each tick saves straight away and shows on their progress screen within 15 seconds.

Setting up

Automations

Wrapping up

First 30 days

Client

Dates

Their files

Links to their own copies. Their guide shows a button for each one you fill in.

Automations and target

From the signed target agreement. Hours are per week. Set each one's status in Install progress.

After the install

Leave these blank until they're decided. Their guide says "We'll confirm at your install".

Day-30 review

Team notes

Only the team sees these. They never appear in the client's guide.

Start a client guide

Start from an application that came in through the sales page, or start blank.

Loading applications

Or start blank