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Power Partner Onboarding

Staff Mode

All changes saved

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Submit their details and we'll set up their sub-account.

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Agency Information

Basic information about your agency and preferences.

Agency Name *

Agency name is required

Primary Contact Name

Contact Email *

Valid email is required

Contact Phone

Agency Logo (Light Background)

Click to upload logo

PNG, JPG, SVG, or WebP

Agency Logo (Dark Background)

Click to upload logo

PNG, JPG, SVG, or WebP

Your GHL Agency URL

The URL you use to log in to your GHL agency

Primary Sub-Account Name

The sub-account we'll create for your agency

GHL Location ID

Found in Settings > Business Info in your sub-account

Access Level

Set during agreement signing

Preferred Contact Method

Slack Email Phone

Billing Contact (if different)

Tools Currently In Use

Select all that apply in each category

Voice AI

Vapi GHL Voice Agents Retell AI Other None

Chat / SMS AI

GHL Bot Closed Bot Assistable None Other

Automation

Zapier Make n8n GHL Workflows Other None

Phone / SMS

GHL Phone Twilio None Other

Other

Other tools

Agency Website Build

Tell us about your agency's website needs so we can build it right.

Domain Name

Current Website URL

If you have an existing site

Do you have DNS access?

Is the domain on Cloudflare?

Do you need email deliverability setup?

Elements to Keep from Current Site

Elements to Change

Any Brand Changes?

Brand Colors

Preferred Fonts

Services You Offer (list for website)

Service Areas / Locations

What Makes You Different?

Your Agency Story

Testimonials / Case Studies

Certifications / Awards

Primary Call-to-Action

Calendar Booking Link

Site Pages (5-page site included)

Home, About, Services, Contact, and Blog are included. Pick one additional page:

Design Reference URLs

Styles to Avoid

Target Keywords

Competitor Websites

Photos (team, office, events)

Click to upload or drag and drop

PNG, JPG, or WebP. Multiple files OK

Onboarding Setup

Help us configure your client onboarding process.

Services You Offer (with descriptions)

Automations You Want Set Up

Unique Information You Collect from Clients

Pipeline Stages

Do you have existing email/SMS templates?

Template Details

Team Members for Training

We'll invite them to training sessions on how to use the system

Staff Notes

Internal notes - not visible to the partner.

Activate Modules

Check off additional services for this partner. These sections will appear in the onboarding form once enabled.

Agency Website Build ($500) Onboarding Process Setup ($500)

Payment not yet confirmed. Modules can be toggled after payment.

Quick Start Call Notes

Internal Staff Notes

Follow-up Items

API Credentials Collected?

Credentials Notes

Slack Connected?

ClickUp Connected?

All changes are saved automatically. Click submit when you're done.

Onboarding Complete

Thank you! We have everything we need to get started. We'll be in touch shortly with next steps.

Submit Your First Client

Questions? [email protected] | 888-610-2425