Closer Control (internal — recurring operational responsibility) · Ongoing

Client Onboarding & Technical Mentorship

Flow

→→→

My role

  • Owns end-to-end technical onboarding for new client accounts.
  • Provides informal, hands-on technical mentorship to the support team (side-by-side style, not documentation-driven).

Technical implementation

  • Snapshot deployment — rolling out the standardized GHL snapshot(s) to new client accounts.
  • A2P/10DLC compliance setup — registering/configuring SMS compliance per account.
  • Legacy CRM data migration — moving client data in from prior systems.
  • Phone number provisioning — setting up telephony per account.
  • Zapier-based integrations connecting 10 lead source platforms: Motivated Sellers, Leadzolo, Property Leads, iSpeedToLead, Launch Control, Zeitblast, Leadgeeks, Carrot, Smarter Contact, and Real Estate Bees, plus Google Sheets as a manual fallback.

Architecture

A new client signs, gets the standard snapshot deployed, then A2P/10DLC compliance and phone provisioning. If legacy CRM data exists it is migrated; then the relevant lead-source platform is connected via Zapier. Once live, the account is handed to support with ongoing technical mentorship.

Results

Client base growth (company-wide)

~8 → 200+ accounts — documented as company context, not yet tied to a specific personal output metric (e.g. "onboarded X accounts")

Technologies

GoHighLevel (snapshots, A2P/10DLC settings, phone number provisioning) · Zapier · Google Sheets · Lead source platforms: Motivated Sellers, Leadzolo, Property Leads, iSpeedToLead, Launch Control, Zeitblast, Leadgeeks, Carrot, Smarter Contact, Real Estate Bees

Beyond Real Estate

Beyond building systems, this project involved designing a repeatable onboarding process — covering domain setup, lead import, and A2P compliance — and training new hires to execute it independently. This kind of systemization and mentorship is valuable to any growing business: the ability to turn a technical process only one person understands into a documented, teachable workflow is what allows a team to scale without bottlenecking on a single expert.