• Contact: a person with details (name, phone, email), tags, custom fields, notes, activity history
• Tags: labels for segmenting (lead source, interest, status)
• Custom fields: extra data (budget, service interested in, pet name)
• Pipeline: the stages of a sale (New Lead → Contacted → Booked → Showed → Won/Lost)
• Opportunity: a deal moving through a pipeline, with a value
• Smart lists: saved filtered views of contacts

• Business profile: name, address, time zone (critical for reminders), logo
• Users: add team members with the right roles and permissions; each user can have calendars and phone numbers
• Notifications: who gets alerted for new leads, bookings and messages
• Always confirm the time zone for the business, the calendar and users

Personalize messages with merge fields like {{contact.first_name}}. Always set fallbacks or test with contacts missing data.

• Design stages around the client's real sales process
• Opportunities hold value, source, assigned user and status (open, won, lost, abandoned)
• Workflows can create and move opportunities automatically
• Pipeline reports show conversion between stages

• Calendar types include personal, round-robin (spread across team members), class/event, and collective calendars
• Settings: availability, duration, buffer time, minimum notice, date range, max bookings per day
• Form fields on the booking page; confirmation and redirect
• Connect Google or Outlook calendars to avoid double-booking
• Embed the calendar on a funnel or website; share booking links

• Form builder: standard fields plus custom fields; required fields; hidden fields (source, UTM)
• Consent checkbox for SMS and email (with clear wording)
• On submit: message or redirect (thank-you page or calendar)
• Surveys: multi-step questions with conditional logic, good for qualifying leads
• Every form submission creates or updates a contact and can trigger a workflow

• Build with drag-and-drop sections, rows, columns and elements, or start from templates
• Add forms, calendars, videos, testimonials and FAQs
• Mobile view: check and adjust every page
• Connect a custom domain or subdomain (DNS record) and set SEO meta and favicon
• Tracking: add the Facebook Pixel and Google tags in the tracking code settings

• Facebook/Instagram Lead Ads: connect so leads flow into GHL automatically
• Chat widget: website chat that becomes conversations
• Trigger links: track clicks in emails and SMS and fire workflows
• Webhooks: receive or send data from other tools
• Zapier / Make: connect apps that GHL doesn't integrate natively
• Tag the source on every entry point so reporting works

• Memberships: host courses or client portals; grant access automatically after payment or tag
• Payments: connect Stripe (or supported gateways); create products, order forms, invoices and payment links
• Workflows can react to payments (e.g., payment received → grant course access → send welcome email)

• Triggers: form submitted, survey submitted, appointment status, contact tag added, opportunity stage changed, customer replied, inbound webhook, payment received, and more
• Trigger filters: narrow down, e.g., only form "Free Consultation"
• Actions: send SMS/email, add/remove tag, create/update opportunity, assign user, internal notification, add to/remove from workflow, update field, webhook, wait, if/else, goal event, math and date formatters
• Settings: allow re-entry, stop on response, time window (quiet hours), sender details
• Save as draft; publish only after testing

• Sketch it on paper, Miro or the workflow builder first
• Name workflows clearly: [Client] | Lead | Speed to Lead | v1
• Use folders per category (Leads, Appointments, Nurture, Reviews, Internal)
• Avoid loops: workflows that add tags that trigger other workflows endlessly

Full step-by-step recipes and message copy.

1. Create a test contact with your own phone and email (tag internal-test)
2. Trigger the workflow the same way a real lead would
3. Check the execution logs / history: did each step run? Any errors or skips?
4. Check messages arrive, merge fields fill correctly, links work, and timing and time zones are right
5. Test every branch of if/else and the exit/goal conditions
6. Only then publish, and monitor the first real contacts

• Email builder: templates, brand colors, merge fields, preview text, test sends
• Bulk actions and smart lists for targeted sends (only consented contacts)
• Keep SMS short, personal and clearly from the business, with an opt-out
• Track opens, clicks, replies, bookings, and unsubscribes and bounces
• Warm up new sending domains gradually; clean bad emails

• Reputation: connect Google Business Profile, send review requests, reply to reviews
• Dashboards: leads, appointments, opportunities, revenue by source
• Attribution: tag sources and use UTM parameters so reports show which channel works
• Send the client a monthly summary: leads, response time, bookings, show rate, reviews

A snapshot copies a sub-account's setup (funnels, forms, calendars, workflows, pipelines, custom fields and values, templates) so agencies can deploy it to new clients in minutes.

• Build with custom values (business name, phone, links) so each client only updates those
• Snapshots don't include contacts or conversations, and some items (phone numbers, integrations) need reconnecting
• Document: a setup checklist, what to customize, and a test plan
• Niche snapshots (dentists, gyms, med spas, real estate, roofers) are valuable products for agencies

• Use when GHL lacks a native integration
• Map fields carefully; test with sample data
• Watch task/operation limits on free plans
• Webhooks: GHL can send data out ("Webhook" action) or receive it (inbound webhook trigger)

• A practice sub-account for one niche with a funnel, form, calendar, pipeline and 6 workflows
• Loom walkthroughs (2–5 minutes each). Agencies love seeing you explain your build.
• Workflow diagrams and a documented build spec
• A sample snapshot setup checklist
• Certificates: GHL's official training/certification resources (check what's currently offered)