Agencies & Marketing Playbook: GHL Client Delivery at Scale

Pain Points

• Manual client onboarding takes too long
• Unclear results = churn
• Too many tools to manage

Snapshot & Workflows

• Agency Snapshot with client pipelines, reporting dashboards
• Client Onboarding: forms, assets, kickoff tasks
• Lead Routing: per‑client speed‑to‑lead
• Review & Reporting: automated summaries

AI Agents

• Voice: lead capture after hours for clients
• Chat: FAQ, appointment routing

Sources

• Agency retention and onboarding benchmarks