SOP: Setting Up a GHL Onboarding Funnel for IDX Automator Pro

Objective

This Standard Operating Procedure (SOP) outlines the step-by-step process for creating an Onboarding Funnel in Go High Level (GHL) to automate the onboarding process for new IDX Automator Pro customers.

Prerequisites

• Access to Go High Level (GHL) Dashboard
• IDX Automator Pro custom values set up
• Email & SMS templates ready for onboarding communication
• WHMCS or CRM account details for new customers
• Knowledge of GHL Funnels & Workflows

Step-by-Step Guide to Creating an Onboarding Funnel

Step 1: Create a New Funnel

1. Log in to Go High Level (GHL)

   • Navigate to Funnels & Websites > Funnels
   • Click "Create New Funnel"

2. Name Your Funnel

   • Use a clear name like "IDX Automator Pro Onboarding"
   • Assign to the appropriate folder or workspace

3. Add Funnel Steps

   • Click “+ Add New Step”
   • Create the following pages:
     • Step 1: Welcome Page
     • Step 2: Account Setup
     • Step 3: Website Customization
     • Step 4: CRM & Lead Management
     • Step 5: IDX Broker Overview
     • Step 6: Booking a Call with Support

Step 2: Design Each Funnel Page

1️⃣ Step 1: Welcome Page

Purpose: Provide an introduction and next steps.

✅ Add Elements:

• Header: "Welcome to IDX Automator Pro!"
• Video Embed: Short video overview (optional)
• Call-to-Action (CTA): "Start Onboarding Now" button → Links to Step 2
• Support Link: "Need Help?" → Links to WHMCS Support

2️⃣ Step 2: Account Setup

Purpose: Ensure users know how to access their dashboard.

✅ Add Elements:

• Instructional Text: Guide on logging in to IDX Automator Pro Dashboard
• Login Button: Direct link to automator.levelplaydigital.com
• FAQs Section: Common setup issues

3️⃣ Step 3: Website Customization

Purpose: Show how to update custom values to personalize their website.

✅ Add Elements:

• Instructional Video or GIF: How to edit custom values
• Step-by-Step Instructions
• Link to Dashboard

4️⃣ Step 4: CRM & Lead Management

Purpose: Guide users through CRM features.

✅ Add Elements:

• Lead Dashboard Overview
• Automated SMS & Email Setup
• CTA: "Set Up Automated Follow-Ups" (Links to automation settings)

5️⃣ Step 5: IDX Broker Overview

Purpose: Explain how IDX Broker is preconfigured.

✅ Add Elements:

• Text: "Your IDX Broker account is fully set up! No action needed."
• CTA: "Request IDX Broker Login" button → Opens a support request form

6️⃣ Step 6: Booking a Call with Support

Purpose: Allow users to book their complimentary onboarding call.

✅ Add Elements:

• Calendar Embed: GHL Booking System
• CTA: "Schedule Your Onboarding Call"

Step 3: Configure Funnel Settings

1. Click "Settings" in the Funnel
2. Set the Domain (Use a subdomain like onboarding.levelplaydigital.com)
3. Add Tracking
   • Facebook Pixel
   • Google Analytics (if applicable)
4. Save and Publish the Funnel

Step 4: Set Up GHL Workflows for Automation

Once the funnel is live, create a workflow to guide customers through the process.

Step 4.1: Create a New Workflow

1. Navigate to Automations > Workflows
2. Click "Create Workflow"
3. Select "Start from Scratch"

Step 4.2: Add Workflow Triggers

✅ Trigger 1: New IDX Automator Pro Customer

• Event: WHMCS Order Completed
• Action: Add contact to Onboarding Funnel
• Action: Send Welcome Email with Funnel Link

✅ Trigger 2: Funnel Step Completion

• Event: Contact completes Step 1 (Welcome Page)
• Action: Move to Step 2
• Action: Send reminder email (if not completed within 24 hours)

✅ Trigger 3: Schedule a Call

• Event: User reaches Step 6 (Booking a Call)
• Action: Assign support team follow-up task

Reminder: Use conditional logic to trigger follow-up emails & SMS reminders for users who don’t complete onboarding.

Step 5: Testing & Launch

1. Run a Test Customer Onboarding

   • Place a test order in WHMCS
   • Verify the onboarding funnel workflow triggers correctly
   • Check that emails & SMS are being sent

2. Monitor Funnel Analytics

   • Track completion rates
   • Optimize steps based on user engagement

3. Launch the Onboarding Funnel

   • Announce via email to existing customers
   • Automate new customer onboarding from WHMCS

Final Deliverables

✅ IDX Automator Pro Onboarding Funnel Live
✅ GHL Workflow Automation in Place
✅ Booking System Integrated
✅ Customer Emails & SMS Set Up

Next Steps: Update as needed based on user feedback & support tickets.

Congratulations! Your GHL Onboarding Funnel is Now Ready!

Would you like additional email templates, follow-up sequences, or troubleshooting guides included?