GHL for Referral Service Clients - Introduction SOP
GoHighLevel Basic Navigation for Referral Service Clients
Objective
This SOP outlines the steps to navigate GoHighLevel for managing referral service clients effectively.
Key Steps
1. Accessing the Sub-Account Switcher 0:20
Locate the sub-account switcher in the upper left corner of the GoHighLevel dashboard.
Ensure you are viewing the correct sub-account for the client you are working with.
2. Selecting the Client Sub-Account 0:35
Search for the specific client, e.g., "Charm Restoration."
Click on the client’s name to access their sub-account.
3. Navigating to Contacts Area 0:45
Once in the client’s dashboard, navigate to the 'Contacts' area to view and manage contacts.
4. Accessing Phone System Settings 1:18
Go to the bottom left corner and click on 'Settings.'
Select 'Phone System' to view the default phone number and A2P verification status.
5. Collecting Required Information for A2P Approval 1:46
Work with the Account Manager (AM) to obtain the following from the client:
Employer Identification Number (EIN)
Website access for updating privacy and terms of service pages.
6. Understanding A2P Registration Timeline 2:33
Note that A2P registration takes 3-5 days once all materials are submitted.
Aim to collect EIN and website access in the first week to enable texting by the start of week three.
7. Adding Users to the Sub-Account 4:00
Switch to Agency View to manage user permissions.
Go to 'Settings' > 'Team' to search for the user (e.g., Karen).
Assign the user as an Agency Admin and then add them to the specific sub-account.
8. Assigning Contacts to Users 6:01
After adding the user to the sub-account, create a new contact.
Assign the contact to the user to enable them to manage it.
9. Uploading Contacts and Initiating Calls 7:35
Use Twilio to upload contacts into the account.
Begin calling contacts once they are uploaded.
10. Planning Follow-Up Strategies 8:00
Discuss with team members about follow-up strategies, including call sequences and email sequences.
Management might change the followup strategies at some point, you will be notified if this happens and it will be covered in a separate SOP.
Cautionary Notes
Ensure that all required information for A2P approval is collected promptly to avoid delays in texting capabilities.
Double-check user permissions to ensure team members have the necessary access to perform their tasks.
Tips for Efficiency
Regularly communicate with the Account Manager to streamline the process of obtaining client information.
Keep a checklist of required documents for A2P registration to ensure nothing is missed.
