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SOP-267

Create A Lean Baseline Snapshot In GoHighLevel For An Agency

This SOP guides you to build a lightweight, universal GoHighLevel baseline and package it as a snapshot for rapid client deployments

Setup & Install Operations GoHighLevel
Type SOPs · PDF
Execution time 60–90 minutes (initial build)
Last updated 06 October 2025
Who does this Agency ops or marketing technologist with GoHighLevel agency access
Length 39 pages
Comes with From Leads to Sales: Funnel Building 101
Unlock the library ₹ 6,999.00 ₹ 3,999.00

Goal

Build a clean baseline sub-account and package it into a reusable GoHighLevel snapshot

Ideal outcome

A versioned snapshot (Lean Baseline v1) that restores a working CRM, calendar, templates, workflows, form, funnel, chat, and reputation setup in minutes

Why it matters

Standardize client launches, cut setup time, and keep logic centralized for easy updates

Before you start

You need agency admin access to GoHighLevel. Refer to the SOP 272: GoHighLevel Whitelabeling & Custom Branding (web version) to ensure your agency account is correctly branded before creating a snapshot. Refer to the SOP 268: GoHighLevel Client Onboarding And Account Setup (web version) to confirm all necessary base elements exist in the client environment

Key steps 40 steps

What is inside 71 headings

1 Create baseline sub-account (agency view) 5

  1. Sign in to GoHighLevel and switch to agency view.
  2. Go to "Account Snapshots" and click "Create New Snapshot".
  3. Name it "Baseline – Lean Local", select the correct sub-account, and click "Next".
  4. Select all assets linked with the sub-account and then click "Proceed".
  5. Confirm the snapshot name "Baseline – Lean Local" appears in the list.

2 Configure core CRM (pipeline, fields, values) 8

  1. If you are under agency view, go to "Sub-Accounts" and click "Switch to Sub-Account".
  2. Go to "Opportunities" → "Pipelines" → "Create Pipeline" and name it as "Sales".
  3. Add stages in order: New Lead, Contacted, Booked, No Show, Won, Lost, then click "Create".
  4. Open "Settings" → "Custom Fields" → "+ Add Field".
  5. Create a "Dropdown (Multiple)" with "Website", "Ads", "Referral", and "Other" by adding them as options. Click "Save".
  6. Similarly, also create a dropdown "Service / Interest" with "General Inquiry", "Consultation", "Quote", and "Other", then click "Save".
  7. Next, create "Notes" as "Multi Line" and then click "Next" > "Save".
  8. Go to "Settings" → "Custom Values" → "+ Add New Custom Value" and create values: google_review_link, facebook_review_link, booking_link, business_name. Click "Create".

3 Create consultation calendar 4

  1. Go to "Calendars" in "Settings" and click "+ New Calendar" → "Personal Booking".
  2. Name the calendar "Consultation Calendar", assign team member(s), set meeting durations and booking availability. Click "Confirm".
  3. Open "Calendars" and check that "Consultation Calendar" appears with the correct hours and slots. Copy the booking link.
  4. Now, go to "Custom Values", create a new custom value, name it "Booking Link" and paste the link into "Value". Click "Create".

4 Create templates, form, funnel, chat, and reputation assets 8

  1. Go to the main dashboard and click "Marketing" → "Emails" → "Templates" → "New" and select "Email Marketing Template". Choose a template and create "Generic Intro – Email" with the standard subject and body, then "Save Template".
  2. Next, create individual email templates with the correct names: "Appt Confirm – Email" and "Review Request – Email".
  3. Open "Sites" → "Forms" → "Builder" → "+ Create New" and build "Basic Contact Form" with fields: Name, Email, Phone, Service/Interest, and Message.
  4. On the same form, go to "Custom Fields" and ensure that a contact is added. Click "Save" when you're satisfied with the form you've built.
  5. Open "Sites" → "Funnels" → "+ New Funnel" → "From templates" and choose a template to create "Lead Capture Funnel" with a Lead Capture step (form embedded) and a Thank You step linking to {{custom_values.booking_link}}, then click "Publish" when ready.
  6. Open "Sites" → "Chat Widget", click "+ New" and then "Live Chat".
  7. Click "Chat Window" to adjust the introduction message to "Hi! How can we help you today?", then click "Save".
  8. Go to "Reputation" → "Settings" and toggle on email requests. Click "+ Create New" to set review request template bodies to match your review request email/SMS, then click "Save".

5 Build core automations (workflows)

6 Lead Nurture Workflow 8

  1. Go to "Automations" → "Create Workflow" → "Start from scratch".
  2. Name it "LN: Lead Nurture – Quick Start" and click "+ Add New Trigger".
  3. Search and click on "Opportunity Changed".
  4. Set the pipeline to "Sales" and the pipeline stage to "New Lead". Click "Save Trigger".
  5. Next, add a new trigger, “Contact Created”, and add filters such as email or phone. To make sure it only sends if the contact has a phone number/email, click "Add filters" and enter the phone numbers/emails. Click "Save Trigger".
  6. Once all actions are added, click "Test Workflow", add the owner contact, run the test, then click "Save".
  7. Confirm review workflow. Check that "LN: Lead Nurture - Quick Start" is active.
  8. Switch the workflow toggle to "Publish" so it starts running.

7 Appointment Workflow 5

  1. Next, create (new) appointment workflow from scratch. Name it "APT: Confirm + Remind + Stage + Follow-up". Set trigger as "Appointment Status" = "Confirmed". Name the workflow "Consultation Calendar". Click "Save Trigger".
  2. Add action and set the "Create or Update Opportunity" = "Sales" → "Booked". Click "Save Action".
  3. Once the trigger and action are added, click "Test Workflow", add the owner contact, run the test, then click "Save".
  4. Confirm review workflow. Check that "APT: Confirm + Remind + Stage + Follow-up" is active.
  5. Switch the workflow toggle to "Publish" so it starts running.

8 Review Request Workflow 5

  1. Create (new) review workflow from scratch. Name it "REV: Request Reviews on Won". Set trigger as "Pipeline Stage Changed" and add defaults: pipeline to "Sales" and pipeline stage to "Won". Click "Save Trigger".
  2. Add two actions: "Send Review Request" to "SMS" and "Email". Click "Save Action".
  3. Once all actions are added, click "Test Workflow", add the owner contact, run the test, then click "Save".
  4. Confirm review workflow. Check that "REV: Request Reviews on Won" is active and includes both SMS and email actions.
  5. Switch the workflow toggle to "Publish" so it starts running.

9 Web Form Lead Workflow 5

  1. Create (new) web form lead workflow from scratch. Name it "WEB: Form → New Lead". Set trigger as "Form Submitted" (name it "Basic Contact Form").
  2. Add web form actions. Create/update opportunity and set the pipeline to "Sales" and the pipeline stage to "New Lead" and click "Save Action".
  3. Confirm web form workflow. You should see "WEB: Form → New Lead" as Active with the trigger tied to "Basic Contact Form".
  4. Once added, click "Test Workflow", add the owner contact, run the test, then click "Save".
  5. Switch the workflow toggle to "Publish" so it starts running.

10 Facebook Lead Workflow 5

  1. Create a (new) Facebook lead workflow from scratch. Name it "FB: Lead Ad → New Lead". Set trigger as "Facebook Lead Form Submitted". Click "Save Trigger".
  2. Add Facebook lead actions. Create/update opportunity and set the pipeline to "Sales" and pipeline stage to "New Lead". Click "Save Action".
  3. Confirm Facebook lead workflow. Check "Workflows". "FB: Lead Ad → New Lead" should appear as Active. It will only run when Facebook is connected.
  4. Once all actions are added, click "Test Workflow", add the owner contact, run the test, then click "Save".
  5. Switch the workflow toggle to "Publish" so it starts running.

11 Missed Call Workflow 5

  1. Create a (new) missed call workflow from scratch. Name it "MC-TB: Missed Call Text Back". Set trigger as "Call Status" and add filter as no-"answer". Set the "Call Direction to "Incoming". Click "Save Trigger".
  2. Add a missed call action. Add "Send SMS" and create the message. Click "Save Action". Leave this workflow in Draft (Off) for client enablement.
  3. Confirm missed call workflow. Open "Workflows". You should see "MC-TB: Missed Call Text Back" with the status = "Draft".
  4. Once all actions are added, click "Test Workflow", add the owner contact, run the test, then click "Save".
  5. Switch the workflow toggle to "Publish" so it starts running.

12 Payment Placeholder (Optional as an action) 1

  1. Add payment placeholder. In the appropriate workflow, add an action to send an SMS payment link: "Stripe One Time Charge". Leave it as a placeholder.

The document 39 pages

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Up next · SOP-268 GoHighLevel Client Onboarding And Account Setup This SOP guides you to create a GoHighLevel sub-account from the marketing agency snapshot, connect core integrations, configure phone, email, update assets, an Unlock to read