Automated client onboarding through the API
Server-side setup of a new HighLevel account, instead of a person working down a checklist.
The problem
Onboarding is a process, not an event
A new client account needs a snapshot deployed, custom values populated, users invited, integrations connected and a dozen settings adjusted. Done by hand it takes days and it varies with whoever did it.
Done through the API it takes minutes and it is identical every time. The variation that matters, the client's own content, is handled separately and reviewed by a person before anything goes live.
What was automated
The repeatable parts, and only those
Account creation
Provisioned through the API with the correct plan and settings.
Snapshot deployment
The standard build applied consistently, from a known version.
Custom values
Populated from researched and reviewed client content.
Staged tracking
Onboarding tracked through its stages in an admin portal, without going into HighLevel.
Onboarding taking days per client?
Start here
Start with the audit
A written architecture record and a staged plan, useful whether or not I build the rest.