Client Management in GHL - A Complete SOP

In this comprehensive guide, we'll walk through the process of setting up a robust client management system in Go High Level (GHL). This SOP is designed to help you create a systematic approach to managing client relationships from initial contact to ongoing service delivery.

Why This Matters

Effective client management is crucial for:

• Maintaining professional relationships
• Ensuring consistent service delivery
• Tracking client progress and milestones
• Automating routine communications
• Reducing manual administrative work

Step 1: Setting Up Client Profiles

1. Log into your GHL account
2. Navigate to "Contacts" in the left sidebar
3. Click "Add New Contact"
4. Fill in essential client information:
   • Full Name
   • Email
   • Phone
   • Company (if applicable)
   • Custom fields (based on your needs)

Pro Tip

Create custom fields for specific information you need to track for your business. This might include:

• Client timezone
• Preferred communication method
• Service package
• Contract renewal date

Step 2: Implementing Contact Tags

Tags help organize and segment your clients effectively:

1. In the contact's profile, click "Add Tag"
2. Create standardized tags for:
   • Client status (Active, Past, Prospect)
   • Service type
   • Communication preferences
   • Follow-up requirements

Step 3: Setting Up Automated Workflows

Create workflows to automate routine client management tasks:

1. Go to "Workflows" in GHL
2. Click "Create New Workflow"
3. Set up standard automations for:
   • Welcome sequences
   • Appointment reminders
   • Follow-up emails
   • Review requests
   • Contract renewals

// Example Workflow Trigger
when: 'contact.tag_added'
if: tag === 'new_client'
then:
  - send_email('welcome_template')
  - schedule_task('setup_meeting')
  - add_to_pipeline('onboarding')

Step 4: Document Management

Establish a system for managing client documents:

1. Create a folder structure in GHL:

   Client Name/
   ├── Contracts
   ├── Deliverables
   ├── Communication Logs
   └── Resources
   

2. Set up document templates for:

   • Service agreements
   • Project briefs
   • Progress reports
   • Meeting notes

Step 5: Communication Templates

1. Navigate to "Templates" in GHL
2. Create standardized templates for:
   • Welcome emails
   • Meeting confirmations
   • Progress updates
   • Follow-up sequences

Example welcome email template:

Subject: Welcome to [Your Company]!

Hi [Client.FirstName],

Welcome aboard! We're excited to start working with you. Here's what you can expect next:

1. Setup Meeting: [Meeting.Link]
2. Welcome Packet: [Resource.Link]
3. Next Steps: [NextSteps.Link]

Best regards,
[Your.Name]

Step 6: Setting Up Reporting

1. Go to "Reports" in GHL
2. Create custom dashboards for:
   • Client engagement metrics
   • Task completion rates
   • Communication effectiveness
   • Revenue per client

Best Practices

1. Regular Updates

   • Review client profiles monthly
   • Update tags and statuses as needed
   • Verify contact information accuracy

2. Documentation

   • Log all client interactions
   • Keep meeting notes organized
   • Document any special requests or preferences

3. Automation Balance

   • Automate routine tasks
   • Maintain personal touch for important communications
   • Regularly review automated sequences for relevance

Common Pitfalls to Avoid

• Over-automating personal interactions
• Inconsistent tag usage
• Neglecting regular profile updates
• Missing follow-up opportunities

Next Steps

After implementing this system:

1. Train team members on the process
2. Monitor system effectiveness
3. Gather feedback from clients
4. Adjust workflows as needed

Related Resources

• GHL Pipeline Management SOP
• Automated Nurture Sequence Guide
• Client Onboarding Workflow

Need Help?

If you need assistance implementing this system in your business, book a call with our team. We specialize in setting up and optimizing GHL systems for maximum efficiency.