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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Ready to Build Your Full GHL System?

Every feature on this checklist can be fully built, configured, and automated for your business. Whether you're starting from scratch or optimizing an existing setup, we map your goals to the exact GHL functionality you need — nothing more, nothing less.