Packages & Pricing — Top-Tier Transactions
Business strategy

GHL Full Functionality

Checklist

A complete overview of every GoHighLevel functionality we implement and optimize. Use this as a reference for what's included in your buildout..

01
Account Setup & Foundations
  • Sub-account creation
  • Business info & branding upload
  • Custom domain connection
  • SMTP/email sending setup
  • Phone number setup (LC Phone/Twilio)
  • Call recording & voicemail configuration
  • User permissions & team access levels
  • Calendar time zone & availability setup
  • Stripe/PayPal payment integration
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02
CRM Configuration
  • Contact fields customization
  • Smart lists & segmentation
  • Tags & trigger logic
  • Opportunity pipelines creation
  • Pipeline stages & automation rules
  • Lead source tracking
  • Task assignment rules
  • Notes & activity tracking setup
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03
Funnels & Websites
  • Sales funnels build-out
  • Landing pages
  • Thank-you pages
  • Full websites
  • Blog setup (if needed)
  • Mobile optimization
  • Form & survey embedding
  • Tracking pixels (Meta, Google, TikTok)
  • SEO metadata setup
  • Split testing configuration
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04
Forms, Surveys & Lead Capture
  • Contact forms
  • Multi-step surveys
  • Conditional logic surveys
  • Quiz funnels
  • Embedded widgets
  • SMS opt-in compliance wording
  • GDPR/privacy policy linking
  • Auto-tagging & pipeline placement
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05
Calendars & Booking Automation
  • Appointment calendars
  • Round-robin team calendars
  • Group/event booking
  • Buffer times & availability rules
  • Confirmation emails/SMS
  • Reminder sequences
  • Reschedule/cancel workflows
  • No-show follow-up automation
  • Payment on booking setup
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06
Automations & Workflows
  • Lead nurture sequences
  • Missed call text-back
  • Appointment reminder workflows
  • No-show reactivation
  • Pipeline stage automations
  • Internal notifications
  • Task automation
  • Review request workflows
  • Re-engagement campaigns
  • Birthday/anniversary automations
  • Custom trigger logic builds
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07
Email & SMS Marketing
  • Email templates
  • SMS templates
  • Drip campaigns
  • Broadcast campaigns
  • Conversation AI/chat widget setup
  • Opt-in/opt-out compliance
  • Domain warm-up guidance
  • Deliverability protection setup
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08
Reputation Management
  • Google review link setup
  • Automated review requests
  • Negative review routing
  • Review widgets for websites
  • Multi-location review management
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09
Payments, Products & Memberships
  • Product creation
  • One-time & recurring pricing
  • Order forms
  • Upsells/downsells
  • Coupons & promos
  • Invoicing
  • Payment reminders
  • Membership/course area build
  • Lesson drip scheduling
  • Access control & login emails
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10
Reporting & Analytics
  • Pipeline conversion tracking
  • Campaign performance reports
  • Call reporting
  • Attribution tracking
  • ROI dashboards
  • Custom report snapshots
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11
AI & Advanced Features
  • AI conversation bot
  • AI booking assistant
  • AI content generation
  • Voice AI setup
  • Webchat widget configuration
  • Knowledge base training for AI
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12
Integrations
  • Facebook/Instagram lead forms
  • Google Ads
  • Zapier connections
  • Webhooks
  • Third-party CRM sync
  • QuickBooks/payment software
  • Calendar integrations (Google/Outlook)
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13
Compliance & Security
  • TCPA/SMS compliance wording
  • Privacy policy & terms pages
  • Double opt-in setup
  • User role restrictions
  • Data protection best practices
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