Claude CodeSkill

GHL sub-account onboarding (skill)

by Ramon Sosa ✓

Summary

A skill that guides setting up a new GoHighLevel sub-account for a client, step by step and without forgetting anything.

The skill

# GHL sub-account onboarding

Use this skill when the user is going to set up or configure a new GoHighLevel sub-account for a client.

## Guided checklist (ask for whatever is missing)
1. Business details: niche, services, area, brand tone.
2. Pipelines and stages based on the real sales process.
3. Calendars: availability, buffers, confirmations and reminders.
4. Conversations: default channel, base templates.
5. Minimum workflows: lead capture, appointment reminder, review request.
6. Reputation: review requests + replies to negative reviews.
7. Reporting: a simple dashboard the client understands.
8. Hygiene: consistent tags, custom fields, no duplicates.

## Output
Deliver a setup plan ordered by priority, with what is already done and what is missing, and the first 3 steps for today. English, concrete.

How to use

Save it as SKILL.md in .claude/skills/<name>/ (per project) or ~/.claude/skills/<name>/ (global). Claude activates it on its own when the task matches its description.

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