You're losing clients because you can't scale your onboarding.
GHL Onboard is a productized client portal that lives inside HighLevel. It gives your team and your clients a single place to see every onboarding step, who owns it, what's done, and what's coming next, so you can prove the work.
HighLevelYour agency runs on memory, not a system.
That's why onboarding drags, clients ghost, and your team keeps asking the same questions.
Onboarding
Named playbooks
10 onboarding playbooks your team runs the same way every time.
No shared playbook
Speed depends on who's awake. Every client starts from zero.
Visibility
Live client portal
Portal inside HighLevel with live task status and per-task threads.
Clients in the dark
They ask "any update?" because there's nowhere to look.
Knowledge
Lives on the account
Tasks, files, comments, and time logs attached to the client, not a person.
Lives in DMs
One person leaves and half your delivery knowledge walks out.
Retainer proof
Visible time log
Time tracked per task per client, with a log clients can see at renewal.
"What did you do?"
Renewal calls turn into guessing what got done last month.
It's not your team. It's that there's no system for your team to run.
Everything runs through TheCompanyPortal.app
One portal per sub-account, embedded inside HighLevel. Every portal ships with these features:
One manager for every client portal
Juggling 10+ sub-accounts in HighLevel? See every portal in one place. Tasks, hours, proposals, and retainer health roll up across every client so nothing slips between the cracks.
- Portal Manager: every sub-account in one unified view
- Aggregate KPIs across all portals — tasks, hours, retainer health
- Jump into any client's portal in one click
- Cross-portal search, filtering, and permissions per portal
- Maple & Co
- Riverstone
- Northbeam
- Halcyon Studio
- Pine & Pixel
- Otter Labs
- Coast & Co
- Birchwood
- Lantern Group
- Maple & Co— Onboarding board · 4 tasks done
- Riverstone— Proposal sent · $4.2k
- Northbeam— 12h logged this week
- Halcyon Studio— New client message in chat
- Pine & Pixel— Audit playbook completed
Stop reinventing onboarding for every new client.
Every agency and SaaS onboarding clients into HighLevel reinvents the wheel. No standard steps, no client visibility, no shared place to communicate. GHL Onboard OS is the template and the communication layer, living inside HighLevel.
Look like you know what you're doing on day one
Pricing for serious agencies.
For agencies who want to start now and prove the system works.
- Full GHL Onboard portal access
- 10 task template libraries
- Embedded inside HighLevel
- Team + client seats included
- Month-to-month, cancel anytime
- · Extra admin seat · $10/mo
- · Advanced client roles · $10/mo
- · Additional portals · $10/mo
- · File storage · on request
Lock in lifetime access. No subscription. Direct input on the roadmap.
- Everything in Monthly, forever
- All future updates included
- Founders-only Slack channel
- Direct roadmap input
- 20 spots total. Then closed.
- · Extra admin seat · $10/mo
- · Advanced client roles · $10/mo
- · Additional portals · $10/mo
- · File storage · on request
A dedicated human running onboarding inside your agency. Scoped per agency size.
Access by application only. GHL Onboard is a third-party tool modified specifically for HighLevel agencies and admins.
The complete system. One payment. Yours forever.
Six pillars. One install. Everything your agency needs to onboard, deliver, and prove the work.
Onboarding System
- 10 onboarding playbooks
- Pre-built welcome workflows
- Snapshot import in 60 seconds
- Client kickoff scheduler
Client Portal
- White-label embedded app
- Per-client visibility controls
- Branded chat + tasks
- Single sign-on with HighLevel
Team + Clients
- Role-based permissions
- Internal vs client-facing views
- Mention teammates and clients
- Activity audit trail
Sales Enablement
- Pitch deck templates
- ROI calculator for prospects
- Case study library
- Proposal generator
Sales Tools
- Pipeline templates
- Contract + payment links
- Discovery call scripts
- Follow-up workflows
Service Systems
- Per-service delivery SOPs
- QA checklists
- Time tracking by service
- Profitability dashboards
Your investment, back in days.
More than onboarding. The whole GHL stack.
GHL Onboard is one of five sister services built for HighLevel agencies.