SOP 267: Create A Lean Baseline Snapshot In GoHighLevel For An Agency
SOP-267
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
SOP 268: GoHighLevel Client Onboarding And Account Setup
SOP-268
This SOP guides you to create a GoHighLevel sub-account from the marketing agency snapshot, connect core integrations, configure phone, email, update assets, and complete verification for launch.
Setup & Install
Operations
Client Management
GoHighLevel
SOP 272: GoHighLevel Whitelabeling & Custom Branding
SOP-272
This SOP walks you through branding GoHighLevel as your own: setting a whitelabel login domain with SSL, applying logos/colors, and configuring LC Email with a verified sender domain.
Operations
GoHighLevel
SOP 273: GoHighLevel Opportunity Management
SOP-273
This SOP shows how to add opportunities manually or via a simple workflow, move deals across stages, and use filters/search to control pipeline visibility
Operations
GoHighLevel
SOP 274: Setting Up Pipelines in GoHighLevel
SOP-274
Create a GoHighLevel pipeline with custom stages, optionally replicate it across sub-accounts, and set basic team-level visibility. This establishes the structure needed for future opportunity workflows.
Operations
GoHighLevel
SOP 275: GoHighLevel Best Practices & Maintenance
SOP-275
This SOP enforces simple naming conventions, close/archive records, and clear unassigned or duplicated records in GoHighLevel.
Operations
GoHighLevel
SOP 276: GoHighLevel CRM Foundations
SOP-276
This SOP covers adding/managing contacts, custom fields and tags, notes, tasks, and activity review in GoHighLevel. It helps small agencies keep CRM data clean and actionable without touching pipelines or automations.
Operations
GoHighLevel
SOP 277: Set Up a Missed-Call Text Back Workflow on GoHighLevel
SOP-277
This SOP sets up a GoHighLevel workflow that auto-sends an SMS when inbound calls are missed with optional task creation and internal notifications for follow-up.
Setup & Install
Operations
GoHighLevel
SOP 278: GoHighLevel Appointment Confirmation & Reminder
SOP-278
Sets up a single GoHighLevel workflow per calendar to send appointment email confirmations and time-based SMS reminders. Covers trigger, waits with guardrails, optional staff alerts, QA, and publish.
Operations
GoHighLevel
SOP 279: GoHighLevel Lead Nurture Drip Campaign
SOP-279
Build a 4-step email nurture in GoHighLevel using a form-triggered workflow with waits, reply stop, and an appointment-based exit goal
Campaign Launch
GoHighLevel
Email
Lead Generation
SOP 280: GoHighLevel New Lead Notification & Assignment
SOP-280
Build a GoHighLevel workflow that assigns new leads to owners and sends internal notifications. Covers form and inbound call triggers with optional automatic opportunity creation.
Operations
GoHighLevel
Lead Generation
SOP 281: GoHighLevel Post-Appointment Review Request Automation
SOP-281
This SOP connect review platforms, configure review request templates and notifications, building a post-appointment workflow, and testing end-to-end.
Operations
GoHighLevel
SOP 282: GoHighLevel Re-Engagement Campaign
SOP-282
Sets up a tag-triggered re-engagement sequence in GoHighLevel with an auto-exit on reply or booking. Covers segmentation, workflow build, enrollment, and QA.
Campaign Launch
Operations
GoHighLevel
SOP 283: GoHighLevel Personal Calendar Setup
SOP-283
This SOP covers connecting a user’s Google/Outlook calendar, setting working hours and booking rules, creating a personal one-on-one calendar in GoHighLevel (GHL), verifying sync, and embedding it on a GHL page.
Setup & Install
Operations
Strategy & Planning
GoHighLevel
SOP 284: GoHighLevel Team_Group Calendar Setup
SOP-284
Create a GoHighLevel team/group calendar using round-robin or collective scheduling. Ensures users, sync, availability, and calendar settings are correct, then publishes and tests the booking link.
Setup & Install
Operations
Strategy & Planning
Hiring & Team
SOP 285: Build and Deploy a Multi-Step Survey_Quiz in GoHighLevel
SOP-285
Covers planning fields, building a multi-page survey with show/hide logic, mapping to contact fields, and deploying in a funnel with a thank you redirect.
Operations
GoHighLevel
SOP 286: GoHighLevel Lead Capture Form Setup
SOP-286
This SOP covers building a native GoHighLevel lead form, mapping fields to CRM, tagging, adding to a pipeline stage via a workflow, and embedding on funnels/sites or externally.
Setup & Install
Operations
GoHighLevel
Lead Generation
Template 149: GoHighLevel Contact Import Sheet
TEM-149
Operations
GoHighLevel