Any
7-11
20
Aug 8, 2026
Be able to do the following:
- Send the intake form and collect everything on the checklist: service area, hours, service list, pricing, current lead sources
- Chase and collect access — Google Business Profile,
- Schedule the kickoff call, prep the agenda, take notes, log action items
- Build the sub-account: load our snapshot, configure business profile, timezone, and hours
- Provision the phone number and submit A2P 10DLC brand and campaign registration (or toll-free verification). Track approval status daily and flag delays before they slip the go-live date
- Set up
- Customize the snapshot for that specific client — business name, service area, and offer language in every SMS and
- Connect the calendar, set availability and buffers, configure notifications
- Rename pipeline stages to match the client's actual sales process
- Wire up integrations:
- Migrate and clean existing contacts, dedupe, tag by source
- Connect Google Business Profile and activate the review request sequence
- Run the full end-to-end test: submit a test lead through every source, confirm the text-back fires to a real phone, confirm
- Complete the go-live checklist and record a short Loom walking the client through their dashboard
- Run the Day 7 and Day 30 check-in: confirm data is flowing, pull the first report
- Keep every client's onboarding status updated in our tracker so we can see progress without asking
You must have the following:
- 1+ year hands-on inside GoHighLevel — sub-accounts, workflows, calendars, pipelines. Not "I've watched tutorials."
- The ability to open a broken workflow and explain why it isn't firing
- Written English strong enough to
- The persistence to follow up four times on missing credentials without being asked to
- Genuine attention to detail — you follow the SOP exactly, and you tell us when the SOP is wrong
- Reliable internet with a backup connection, quiet workspace, comfort with time tracking (Timeproof)
- At least 4 hours of daily overlap with US Central time