Before diving into setting up your GoHighLevel (GHL) account, it's crucial to gather all necessary assets and information. Having these on hand will streamline the setup process and ensure a smoother onboarding experience.
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Here's a comprehensive HighLevel pre-preparation checklist:
Having this information prepared in advance will facilitate a more efficient and effective setup of your GoHighLevel account. It ensures that all integrations, automations, and communications are aligned with your business needs and branding.
| Category | Item | Details / Notes |
|---|---|---|
| Business Info | Business Name | Legal business name. |
| Business Address | For Google Business Profile and form autofill. | |
| Business Phone Number | For call tracking and form use. | |
| Social Media Links | Facebook, Instagram, LinkedIn, etc. | |
| Business Logo | High-resolution PNG or SVG preferred. | |
| Brand Colors (HEX codes preferred) | For customizing funnels, websites, and emails. | |
| Short Bio or About Text | For website/about page copy. | |
| Services List | Include core services and optional descriptions. | |
| Domain & Access | Domain access (GoDaddy, Google Domains, etc.) | Ensure login credentials are ready. |
| Business email address | Ideally a domain-based email (e.g. [email protected]). | |
| Admin login to Google Workspace or Email Provider | Needed for integrations and email verification. | |
| Tools & Platforms | Google Account login (Gmail, Google My Business, etc.) | For GMB, Google Ads, Analytics, etc. |
| Facebook/Meta Account Access | For ad account, Business Manager, and Page setup. | |
| Instagram account login | For social planner and ad connection. | |
| Calendly or calendar link (Google, Outlook) | For appointment integrations. | |
| CRM or current lead list (optional) | For importing leads and campaigns. | |
| Assets | Lead Magnet (PDF, video, quiz, etc.) | Required for funnel offer. |
| Thank You Page content | Message, redirect URL, next step. | |
| Email copy for nurture sequence | Welcome email + 2-3 follow-ups recommended. | |
| SMS templates (optional) | Used for fast follow-up automations. | |
| Funnel Copy (Headline, bullets, CTA) | For landing page setup. | |
| Miscellaneous | Team member names + emails | For user creation and assigning roles. |
| Payment processor details (Stripe, PayPal, etc.) | Optional—if selling online or booking paid consults. | |
| List of existing tools to migrate or integrate | Zapier, Mailchimp, ClickFunnels, etc. |
Tracker: HighLevel Setup Assets & Information