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Automation & CRM Articles

GoHighLevel setup, migration, snapshots and the automations that stop leads going cold.

The GoHighLevel Setup Checklist: 31 Things to Configure Before You Send a Single Text Automation & CRM

The GoHighLevel Setup Checklist: 31 Things to Configure Before You Send a Single Text

Most GoHighLevel problems — texts that never arrive, emails in spam, leads stuck in the wrong pipeline — trace back to setup steps skipped in week one. Here is the full list, in order.

11 min read
GoHighLevel Snapshots Explained: What Belongs in One, and When Not to Use Them Automation & CRM

GoHighLevel Snapshots Explained: What Belongs in One, and When Not to Use Them

Snapshots turn an eight-hour client onboarding into a one-hour one — if they were built for the purpose. Most were not. Here is what a snapshot actually contains, how to build one that deploys clean, and the cases where you should not bother.

8 min read

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