1. Account foundations
Fields, tags, custom values, pipelines and permissions: the structure that makes everything else reliable.
Free download · PDF
The GoHighLevel Setup Checklist: 63 checks for an account that books more clients
The same checklist our certified GHL developers use to audit accounts. Work through it in about 30 minutes and find the leaks that cost you leads: slow replies, broken workflows, emails in spam and missed reviews.
- 7 sections, 63 practical checks
- A scoring guide that shows where to start
- Printable 6-page PDF
What's inside
Seven areas where GoHighLevel accounts leak leads
Every section is based on problems we find again and again when auditing GHL accounts.
2. Lead capture & speed-to-lead
Every lead source connected, instant replies, missed-call text back and follow-up that doesn't stop after one message.
3. Calendars & no-shows
Availability, confirmations, reminders and no-show recovery, because booked is good but attended is what pays.
4. Workflow hygiene
Naming, overlapping triggers, re-entry settings, goal events and testing: how to stop duplicate and late-night messages.
5. Email & SMS deliverability
Sending domains, SPF, DKIM, DMARC, warm-up, list hygiene and SMS registration, so messages actually arrive.
6–7. Reviews, reporting & security
Review requests, dashboards that matter, documented integrations, two-factor authentication and access control.
Who it's for
Useful whether you're new to GHL or managing 50 sub-accounts
Business owners use it to check their own setup. Agencies use it as a quality checklist for every client account. Either way, anything left unticked is a lead you could be winning.
Prefer we check it for you? Our free GHL audit reviews your account against this checklist and sends a prioritised action plan.
- Business owners who set up GoHighLevel themselves
- Agencies standardising client builds
- Teams taking over an account built by someone else
- Anyone about to spend money on ads and wanting the follow-up ready