How to Onboard New Clients Inside GoHighLevel (CRM & Forms Tutorial)

➡️ Get an exclusive 30-day free trial to GoHighLevel when you sign up using this link: https://www.gohighlevel.com/myfirstwebsite ^You'll also get our free pre-built snapshot with hundreds of templates and automations, free live coaching sessions, private community access, & more (worth $15,000!)   ➡️ Already a HighLevel user? Upgrade with our link to claim all our GHL bonuses: https://www.gohighlevel.com/297upgrade?affiliate_upgrade_credit_to_$297=startupwise   In this video, I’ll go over how to onboard new clients inside GoHighLevel using the built-in CRM and form tools. The walkthrough covers client intake forms, contact management, and pipeline setup inside one dashboard. This guide explains how GoHighLevel helps agencies and service businesses manage leads, clients, and onboarding steps. The focus stays on creating a clean onboarding process using CRM records, forms, and simple automations.   Check out other website builders and hosting services here: https://myfirstwebsite.com/deals/   Our favorite website builders & tools: 🖥️ Hostinger (Host and build 100 different websites for under $3 per month): https://www.myfirstwebsite.com/hostinger/ ^ Use the code MYFIRSTWEBSITE for an even greater discount! 🖥️ Bluehost (Most AFFORDABLE hosting for WordPress - $1.99/mo): https://www.myfirstwebsite.com/bluehost/ 🧠 CodeDesign AI (Best AI website builder): https://www.myfirstwebsite.com/codedesign/ 🔵 Kajabi (Best all-in-one website builder): https://www.myfirstwebsite.com/kajabi/ 📦 Shopify (Get a free trial to Shopify and your first 3 months for only $1/mo!): https://shopify.pxf.io/094mgY 💼 Squarespace (Best portfolio website builder): https://www.myfirstwebsite.com/squarespace/ ^Use code MYFIRSTWEBSITE at checkout for 10% off! 🧑‍💻 Wix (Best all-around website builder): https://www.myfirstwebsite.com/wix/ 📈 Semrush (Best tool for improving your website SEO - 14 DAY FREE TRIAL): https://www.myfirstwebsite.com/semrush/   Be sure to watch this video all the way as I cover how to set up automated onboarding inside GoHighLevel without extra software. The tutorial shows how form submissions add contacts to the CRM, apply tags, and move deals through sales pipelines. It also breaks down appointment scheduling, onboarding emails, SMS follow ups, and task tracking. These steps help reduce manual work while keeping client communication clear and organized. GoHighLevel is an all-in-one CRM platform built for agencies, consultants, and service based businesses. It combines client onboarding, CRM management, marketing automation, forms, pipelines, calendars, and reporting in one system. This video recaps how GoHighLevel connects forms, workflows, and pipelines to create a smooth client journey. A structured GoHighLevel setup supports better client tracking, faster onboarding, and steady business growth.   If you want to see more comparisons, reviews, and tutorials, check out our other videos:   How to Create a Membership Site with GoHighLevel (Step-by-Step Tutorial) https://youtu.be/-_eOY7SBLv4   How To Build a High-Converting Landing Page in GoHighLevel (Step-by-Step Tutorial) https://youtu.be/iEohIxtp9b4   Subscribe to our channel for more website-building tips, tricks, tutorials, and how-tos! Our channel is dedicated to helping you easily build a website as a beginner.   Thank you for watching and have a great day!   – Ashley   #GoHighLevel #CRMSoftware #MarketingAutomation   Timeline: 0:00 - Introduction 0:30 - What the product or service is 1:51 - GoHighLevel Tutorial 3:12 - GoHighLevel Dashboard Tour 3:29 - Creating & Customizing an Intake Form 5:43 - Sharing & Embedding the Onboarding Form 6:59 - Building the Automation Workflow 8:06 - Sending Welcome Emails & Booking Calls 11:15 - GoHighLevel Pricing & Black Friday Deals 12:57 - Should You Choose This 13:32 - Conclusion   Disclaimer: Some of the links above may be affiliate links, which means that if you click on them I may receive a small commission. The commission is paid by the retailers, at no cost to you, and this helps to support our channel and keep our videos free. Thank you! All info from our videos are compiled from online sources and our own experience, and we encourage you to do your own due diligence. We appreciate your viewership!   Visit our Instagram for more website tips & tricks! ► Our Instagram: https://www.instagram.com/my1stwebsite/