Step-by-Step: Setting Up Your Agency in GoHighLevel CRM

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Ready to launch your agency on GoHighLevel CRM? This step-by-step setup guide walks you through everything you need to get your system running smoothly — from branding to automations — so you can focus on growing your monthly recurring revenue.

Why a Solid Setup Matters

A proper GoHighLevel CRM setup isn’t just about looking professional. It’s about creating a strong foundation for onboarding clients, automating workflows, and scaling without chaos.

⚡ Fewer manual tasks

🧠 Smooth client onboarding

💰 Faster path to revenue

Step 1: Create Your Account

Start by signing up for GoHighLevel. If you haven’t already:

👉 Start Your Free Trial Here

Once inside, you’ll have access to your agency dashboard.

Step 2: Set Up Your Branding

Go to the agency settings to add:

Your logo

Custom domain

Brand colors

This creates a professional, white-labeled platform your clients will trust.

Step 3: Configure Your Sub-Accounts

Sub-accounts are where your clients will operate. You can create unique workspaces for each client and manage them from your main dashboard.

🏢 Add client business info

🔐 Set permissions and access levels

⚙️ Install snapshots if needed

Step 4: Integrate Your Tools

To make the CRM work seamlessly:

Connect your domain

Integrate Twilio for SMS

Link your Stripe account for payments

Set up email and calendar integrations

Step 5: Automate Workflows

Automation is where GoHighLevel shines. Create workflows to handle:

📲 Lead responses

📅 Appointment reminders

🧾 Payment follow-ups

🤖 Internal notifications

👉 Is GoHighLevel CRM Worth It? Real User Breakdown

Step 6: Test Everything Before Launch

Run through the client journey as if you were the customer:

Submit a lead form

Check the triggers and workflows

Ensure texts and emails fire correctly

Confirm payments and bookings

A smooth system now saves major headaches later.

Step 7: Launch and Scale

Once your CRM is set up, it’s time to onboard clients and scale. The beauty of GoHighLevel CRM is that once you set it up right, everything else becomes faster and easier.