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8 SOPs that let your agency run without you personally watching every account
Client onboarding, sub-account setup, weekly reporting, review requests, offboarding, audits, support triage, and renewals, each with the owner, the tools, the exact steps, and the failure points that bite agencies who skip them.
What's inside
Eight processes, written to be handed to a new hire
Each SOP names an owner, lists the tools involved, walks through the process step by step, and calls out the specific ways agencies mess it up. That last part matters most: most of these failure points came from watching real agency operations, not from guessing what could go wrong in theory.
- Client onboardingContract to live sub-account without losing momentum
- Sub-account setup checklistThe same baseline configuration every time
- Weekly client reportingNumbers plus interpretation, sent on schedule
- Review-request & reputation flowGated so unhappy customers never hit Google first
- Client offboardingData export, access revoke, and the door left open
- Monthly performance auditCatch drift before the client notices it
- Support ticket triage & SLAResponse and resolution windows that hold
- Renewal & upsell cadenceA proactive conversation, not a reactive save
Assign an owner to each SOP before you hand off anything else to a new team member. A process nobody owns is a process that quietly stops happening the first busy week, and this pack exists to prevent exactly that.
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Why we're giving this away
Reviewing GoHighLevel agencies for a living means watching how the good ones actually operate underneath the software, and it's rarely the tool that separates a chaotic agency from a calm one. It's whether the same process runs the same way regardless of who's running it. These eight SOPs are the operational backbone we see behind the agencies that scale past one overworked founder.
If you're building or running these processes inside GoHighLevel specifically, read our full independent review for the verdict on pricing, features, and where it beats the alternatives.