ClickUp Task Setup

• Create ClickUp task with client business name
• Set due date to 2 weeks from onboarding
• Paste onboarding form into task description
• Record owner's name

GoHighLevel Sub-Account Creation

• Navigate to GHL → Sub-accounts → Create
• Select "UK Trade Leads Client Template" Required
• Input client details (Address, Name, Phone, City)
• Verify business name spelling
• Copy Account ID and enter above

Extract Webhook URLs Open Automations ↗

• Main Form Webhook URL
• Quote Form Webhook URL
• Negative Feedback Webhook URL
• Discount Form Webhook URL
• Save all URLs in Client Link Library

Extract Trigger Link Open Trigger Links ↗

• Copy Unique Trigger Link Key
• Save in Client Link Library

Custom Values Open Custom Values ↗

• Delete "Biz Area", "Service"
• Set company_name Required
• Set company_owner_first_name Required
• Set company_website_link Required
• Set discount__on_referral
• Set review_google_url

Phone System Open Phone System ↗

• Create Regulatory Bundle (Individual Mobile)
• Input client address details
• Upload passport & proof of address
• Submit bundle for approval
• Purchase UK Mobile number Required
• Update company_phone Required

Client Login Open Users ↗

• Create user with client's email
• Set password ([clientfirstname]12345!)
• Record credentials for delivery

Style All Forms Open Forms ↗

• Remove form drop shadow
• Remove element shadows
• Logo: transparent background Critical
• Upload logo (300-350px)
• Extract primary color from logo
• Apply color as background
• Add borders to inputs/buttons
• Border radius: 8-9px
• Phone: "UK number only"
• Save form

Configure Widget Open Chat Widget ↗

• New Chat Widget → SMS and Email
• Upload client logo
• Match branding color
• Set Welcome/Intro messages
• Remove "Agency Branding" Required
• Save and Get Code

Verify All 13 Automations Open Automations ↗

Branding Fixes

• ALL "Easy Click" → "UK Trade Leads" Critical
• ALL "Internal User" → "UK Trade Leads" Critical
• Internal SMS footer correct Critical
• ALL /get-your-discount → /discount Critical

Trigger Links & Form Output

• Verify trigger link matches
• Update ALL SMS Review Request steps Critical
• Form output: Name → Phone → Message Required

Required Pages

• /job-complete Required
• /feedback Required
• /get-quote Required
• /discount Required
• /add-customer (secret)

Connect Webhooks & Chat

• Main Form → webhook
• Quote Form → webhook
• Feedback Form → webhook
• Discount Form → webhook
• Chat widget embedded globally
• Publish site

Pre-Testing

• UNASSIGN client phone number Critical

Test All Forms

• Use "Test Workflow" first
• Test Main contact form
• Test /get-quote
• Test /job-complete
• Test /discount
• Verify automations fired

Post-Testing

• RE-ASSIGN client phone Required
• Publish ALL automations
• Delete test contacts

Final Checklist

• Minimum of 6 custom values populated
• Phone purchased and assigned
• All 13 automations published
• Trigger links verified
• All branding = "UK Trade Leads"
• SMS footers correct
• Forms styled
• Chat widget working
• All 5 pages exist
• All webhooks connected
• Client credentials created
• Client Link Library updated
• Status → "Delivered"
• Delivery document created (saved as PDF) - This is delivery document that will be sent to the client