Video Tutorial
Watch the complete onboarding process (10 minutes)
Video tutorial will be embedded here
YouTube or Loom embed
When a client completes the onboarding wizard:
Check Admin Dashboard
Go to /admin/onboarding to view new submissions
Download JSON Data
Click "Download JSON" to get all client information and preferences
Review Client Details
Check business name, industry, template choice, colors, and special offers
Mark as "Started"
Click "Mark as Started" to track progress and prevent duplicate work
Pro Tip
Send a confirmation email within 1 hour of submission to set expectations. Template available in Sales Resources section.
GHL Deployment Steps:
Step 1: Select Template
Choose the template version from the 4 variations (Hero Overlay, Split Screen, Stacked, or Cinematic)
Step 2: Copy HTML Code
Open the template HTML file and copy the entire code
Step 3: Create GHL Page
In GoHighLevel, go to Sites → Add New Page → Custom HTML
Step 4: Paste Template Code
Paste the HTML code into the Custom HTML element
Step 5: Update Variables
Edit the variables at the top of the code with client's information from JSON
Step 6: Test & Publish
Preview the site, test all buttons and forms, then publish
Example Variable Update:
// Update these variables with client data const BUSINESS_NAME = "Austin Grill Pros"; const PHONE = "(512) 555-0123"; const EMAIL = "[email protected]"; const PRIMARY_COLOR = "#0d9488"; const SECONDARY_COLOR = "#14b8a6";
When clients submit assets:
Check Email
Clients send photos/videos to [email protected]
Upload to GHL Media Library
Add images to GoHighLevel media library for the client's site
Update Image URLs
Replace placeholder image URLs in the template code with GHL media URLs
Notify Client
Send email confirming updates are live (within 48 hours as promised)
Client submits onboarding
Send confirmation email
Deploy template in GHL
Site goes live, notify client