The UpHex Go HighLevel Agency Snapshot is designed to help you onboard clients smoothly and manage your fulfillment process with ease. This snapshot includes:
A full step-by-step training for your team
A clear onboarding process to walk clients through
Instructions on what’s included inside the snapshot
Guidance on how to update it as your agency grows
It gives you a repeatable, professional system for client onboarding and fulfillment.
🔧 How to Import Your UpHex Agency Snapshot
Simply click the link below to import the snapshot directly into your Go HighLevel account:
Once you click the link, Go HighLevel will open up, and you can import the snapshot to your GHL account.
🎓 Training: How to Use and Set Up Your Snapshot
We've provided a quick training course to help you import, setup and onboard your clients with as little guess work as possible. After importing the snapshot, follow the training below. It will show you:
How to install and customize the snapshot
How to onboard new clients using it
How to walk clients through everything included
How to update and evolve your assets as your agency grows
👉 Watch the Snapshot Training Here:
- Training Video 1: Intro To UpHex's GHL Snapshot & Importing Your Snapshot
- Training Video 2: Full Snapshot Walkthrough
- Training Video 3: Setting Up your Snapshot To Get Ready For Your Clients
- Training Video 4: Onboarding Your Clients To The Snapshot
- Training Video 5: Update your Snapshot As You Grow
This training ensures you and your clients get the most out of the UpHex workflow.
🎉 You’re Ready to Go
With the snapshot imported and the training completed, you now have:
A full onboarding system
A repeatable structure for new clients
Training for both you and your team
A scalable foundation for your agency