Printable PDF · 8 implementation phases
GoHighLevel implementation checklist
A practical handoff document for configuring the account, connecting channels, publishing workflows and proving that the system works before real contacts enter it.
Inside the checklist
From requirements to measured launch
- Plan and account selection
- Business profile, users and permissions
- Email, phone, calendars and domains
- CRM fields, pipeline and data import
- Five core workflow specifications
- Consent, suppression and review-policy checks
- Functional QA and rollback plan
- 30-day measurement scorecard
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Use it as a launch gate
Owner
Assign one accountable person to every task and record where evidence is stored.
Evidence
A checked box requires a test contact, screenshot, export or documented decision, not confidence alone.
Rollback
Every published workflow needs a pause control and a documented recovery path.