Client Onboarding & Technical Mentorship

What I do

My Role

Own end-to-end technical onboarding for new client accounts at Closer Control.

Deploy the standardized GHL snapshot (see Project 01) to each new account.

Configure A2P/10DLC SMS compliance registration per account.

Provision phone numbers and handle legacy CRM data migration where applicable.

Set up Zapier integrations connecting whichever of the 10 supported lead source platforms the client uses.

Provide hands-on, side-by-side technical mentorship to the support team — working through real account issues together rather than relying on written documentation.

How it works

Technical Implementation

Snapshot deployment

Rolls out the standardized GHL snapshot — the Seller Disposition Automation Engine and associated workflows — to each new client account. Ensures every account starts from a consistent, tested baseline.

A2P/10DLC compliance

Registers and configures SMS compliance for each account individually. Required for outbound SMS campaigns to function — a non-negotiable step before any lead outreach goes live.

Phone provisioning

Sets up telephony (phone numbers, call routing) per account so inbound and outbound communication is ready from day one.

Legacy data migration

For clients moving from a prior CRM system, handles importing existing contact and lead data into the GHL account before go-live.

Zapier integrations

Connects the client's lead source platform into GHL via Zapier. Supports 10 platforms plus Google Sheets as a manual fallback. Each integration is configured and tested before handoff.

Technical mentorship

Hands-on, side-by-side mentorship to the support team — working through real account problems together. Scaled internal technical capability as the client base grew from ~8 to 200+ accounts.

Architecture

Onboarding Flow

Integrations

10 Lead Source Platforms

Each connected via Zapier into GoHighLevel. Google Sheets serves as a manual fallback integration path.

Motivated Sellers

Leadzolo

Property Leads

iSpeedToLead

Launch Control

Zeitblast

Leadgeeks

Carrot

Smarter Contact

Real Estate Bees

Google Sheets (fallback)

Resume

Resume Bullets

Owned end-to-end technical onboarding for new client accounts at a GHL-based real estate CRM platform, including snapshot deployment, A2P/10DLC compliance, legacy data migration, and phone provisioning.

Built and maintained Zapier integrations connecting 10 distinct lead source platforms (including Carrot, Real Estate Bees, and iSpeedToLead) into a unified GoHighLevel CRM.

Provided hands-on technical mentorship to the support team, scaling internal technical capability as the client base grew from ~8 to 200+ accounts.

Skills demonstrated

My Role

Technical Implementation

Onboarding Flow

10 Lead Source Platforms

Resume Bullets

Skills & Technologies