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- This SOP Fixes 90% of HighLevel Onboarding Issues
This SOP Fixes 90% of HighLevel Onboarding Issues
Burnout, bad onboarding, and the tech foundations no one teaches.
đ§ Real Talk: Burnout, Balance, and Why This Still Matters
Let me be straight with you for a second.
The last few months have been heavy.
Iâve been pushing close to 80-hour weeksârunning three businesses, delivering content, traveling with my family, speaking at events, and doing all the things that are supposed to move the needle.
And yeah⌠Iâm tired.
The last three weeks have been about getting my energy back. Resetting. Reflecting. Asking myself how to bring everything together without burning the whole thing down.
I didnât become an entrepreneur to work nonstop. I did it to have more time with my family. And while I technically have that freedom, the reality is freedom without structure just turns into more work.
That âwork one hour a day from anywhereâ lifestyle people love to sell?
Itâs realâbut only after you build the teams, systems, and leadership to support it.
When you loosen the reins without reinforcing the systems, things slip. I felt that. Hard.
So Iâve been refocusing on one simple goal:
Get back to a 40-hour workweek⌠then 30âwithout losing momentum.
Because the mission still matters.
I genuinely believe businesses need better education around AI, automations, CRMs, funnels, and tech in general. Marketing and systems arenât optional anymore. Theyâre the foundation. And I feel a responsibility to help make this stuff clearer, more practical, and actually usable.
Thatâs been my north star for a long time:
Help people keep moving forward.
A lot of you know my story. I never want anyone feeling stuck, alone, or unsupported. So every lesson I learnâespecially the hard onesâI try to turn into something useful for you. A video. A newsletter. A workshop. An SOP. Anything that makes your job a little easier.
If one thing I share helps one person take a step forward, thatâs a win. The ripple effect does the rest.
As I recalibrate and plan for the year ahead, a few things arenât changing:
This newsletter keeps delivering real, usable value
The YouTube channel keeps growing (100k next yearâambitious, but weâre doing it)
Everything I put out is designed to help you build smarter, not just faster
So as you go through this issueâwhether itâs the HighLevel onboarding SOP, the Lovable payment flow, or the cool stuff I foundâdonât just read it.
Pick one thing.
Apply it.
Keep moving.
Thatâs how momentum actually works.
-Nuno
PS: If you want to go deeper and actually build alongside me, weâre hosting AI Unleashed 2026 in Cancun.
Four days, all-inclusive, small group, real implementation. Only 50 spots Left, it will sell out.


The 2025 Account Setup Protocol | SOP (Stop Breaking Client Websites)
If youâve ever stared at a fresh GoHighLevel sub-account thinking âCool. Now what?ââthis update is basically your new best friend.
Here is the SOP : Click Here to Download
Because setting up a GoHighLevel account the right way isnât about clicking random buttons until something works. Itâs about sequencing. Order matters. Miss one step and youâre backtracking later, explaining to a client why emails arenât sending or calendars arenât booking (fun conversations⌠said no one).
This walkthrough finally lays out a clean, repeatable way to spin up a sub-account from absolute zeroâwhether itâs for yourself, a client, or your future SaaS empire.
Why this matters right now:
Bad onboarding = confused clients
Confused clients = churn
Churn = you questioning your life choices at 11:47pm
This setup process fixes that.
Hereâs the short version of what actually matters in this updateâand why you should care.
You start where everyone should start but usually doesnât: creating the sub-account properly.
Not cloning chaos. Not winging it. A clean sub-account, optionally with a snapshot loaded so youâre not reinventing the wheel every single time.
From there, the focus shifts to backend foundations before flashy stuff. Thatâs the big mindset shift here.
The core setup flow looks like this:
Create the sub-account (client vs SaaS matters hereâdonât gloss over it)
Load a snapshot early so youâre not building from a blank void
Physically enter the sub-account (yes, people miss this)
Tackle the hardest thing first: domains
Domains are the boss battle of onboarding, so the strategy is simple:
Always use subdomains (email, funnels, links, portals)
Avoid touching a clientâs main domain unless youâre 110% sure
Use Cloudflare or GoDaddy whenever possible (future-you will thank you)
Email setup gets special attentionâand for good reason.
This isnât an inbox. Itâs a sending engine. And if itâs misconfigured, deliverability tanks fast.
Key points youâre expected to actually respect:
Professional email only (Google Workspace or Microsoft)
Proper DNS records (SPF, DKIM, DMARCâyes, all of them)
New domains need warming up (no blasting 10k emails on day one⌠ever)
Once email is locked in, everything else suddenly feels easy:
Funnel/website domain
Branded link domain (for calendars, emails, short links)
Optional portal or membership domain (set it now, avoid pain later)
From there, onboarding becomes about momentum:
Connect Google Business Profile (if local)
Connect Facebook, Instagram, socials
Schedule the first social post with the client
Add team members early so calendars actually work
Calendars get handled the smart way:
Make sure the actual user exists in the sub-account (huge gotcha)
Connect Google Calendar
Add Zoom or Meet
Activate at least one working booking link before the call ends
Then comes the stuff that makes the account sticky:
Business profile filled out correctly (this matters later for A2P)
Custom values reviewed or filled
Reputation setup for local businesses (first review collected live if possible)
Payments come lastâfor a reason:
Stripe connected (one click, no drama)
Simple test product
Simple payment link
Send it once so the client sees money move
By the time youâre done, the client can:
Book appointments
Send emails (properly)
Post on social
Collect reviews
Take payments
Thatâs not âsoftware access.â Thatâs value.
đĄPro Tip: If you are on the $97 plan, thereâs a glitch that drives people crazy. When you create a sub-account, you (the agency owner) are not automatically added as a user. This means you can't set up calendars because the system thinks no one works there. The Fix: Go to Agency View > Settings > Team > Click your name > User Roles > Add yourself to that specific sub-account.
đ¸ How to Turn This Into Cash: Stop doing this for free. Package this exact process as a "VIP Tech Onboarding" service.
The Pitch: "We handle the DNS, domain authentication, warm-up protocols, and A2P compliance so you don't get blocked by carriers."
The Price: Charge a one-time $297 - $497 setup fee. It takes you 45 minutes; it saves them 3 weeks of YouTube hell.
Real talk: this setup isnât sexyâbut itâs the difference between a client who uses HighLevel and one who quietly disappears after week two.
Get the foundation right, and everything else (funnels, automations, AI) actually works the way itâs supposed to.


The "Impossible" Integration: Selling Lovable Apps with HighLevel Payments
You built something cool. An app. A directory. Whatever.
Now comes the scary part: charging for it without breaking things, leaking data, or duct-taping Stripe directly to your app and hoping for the best.
This walkthrough shows a cleaner move: let GoHighLevel do what itâs already good atâpayments, subscriptions, workflowsâand let your app focus on being the app.
This is the stack I actually use and recommend if you want to run automated and live webinars, deeply integrated with GoHighLevel, without duct-taping 37 tools together.
The idea is simple:
HighLevel handles the money and the logic.
Your app just reacts.
Hereâs the flow that actually matters.
You sell from your app (or landing page), but when someone clicks Buy, theyâre sent to a HighLevel order form. Thatâs where:
The product lives
The subscription is created (trial, recurring, whatever)
Stripe does its thing inside a battle-tested environment
Once payment succeeds, HighLevel fires a workflow:
Tags the contact
Triggers a webhook
Sends only the minimum required data (name + email) back to your app
No payment data touching your app.
No security nightmares.
No explaining to users why things feel sketchy.
From there, the app:
Creates the user
Logs them in
Redirects them back with a âyouâre inâ moment
Sends onboarding instructions automatically
Thatâs the entry side.
The smart part is the exit.
Instead of letting cancellations turn into emails, tickets, or angry DMs, the setup adds a cancel option inside the app itself. When a user clicks cancel:
The app sends a webhook back to HighLevel
HighLevel removes tags, flags the account, and notifies you
You capture the cancellation reason automatically
Is it 100% hands-off auto-cancel? Not yet.
Is it controlled, trackable, and scalable? Absolutely.
And the flexibility here is underrated:
Want to give free access? Apply a tag.
Want multiple plans? Same logic, different products.
Want form-based access instead of payments? Trigger the same workflow.
Once you understand this patternâHighLevel as the system of record, your app as the interfaceâyou can bolt payments onto almost anything without rebuilding the wheel every time.
Pro Tip:
Donât over-send data through webhooks. Name and email are usually enough. The less you pass around, the fewer things breakâand the fewer security headaches you inherit later.
The big takeaway isnât âhow to connect Lovable to HighLevel.â
Itâs realizing you donât need to trust every new app builder with money logic just to start charging.
You keep payments centralized.
You keep workflows visible.
You keep control.
đ¸ How to Turn This Into Cash: The "Micro-SaaS Launcher" Package. Clients are dying to launch little AI tools or directories but get stuck on the billing tech stack.
The Pitch: "We build your custom AI tool and handle all the billing/subscription management so you don't need a developer."
The Price: Charge $2,500 setup to build the simple Lovable app + the HighLevel backend, then keep them on your SaaS for the billing engine.
And yes⌠this also quietly unlocks another paid setup opportunity if youâre doing this for clientsâbut weâll keep that part short this time đ

đĽ Did We Just Get the Nano Banana of Video?
AI video didnât just inch forward this weekâit tripped, spilled garlic everywhere, and somehow still landed on its feet.
Between Klingâs five-day launch spree, Runway flexing Gen 4.5, and Google quietly turning Gmail into an agent playground, the takeaway is simple: AI video and agents are becoming a full stack, not a feature.
What Actually Mattered This Week
Kling 01 wants to be the Nano Banana of video
True multimodal inputâtext, images, and video mashed together. It can do impressive edits (like swapping a book for a glowing tablet mid-video)⌠but youâll probably prompt it 5â10 times to get what you want.Kling Video 2.6 (with native audio)
This is the real upgrade. Audio is generated with the video, not stitched on later. Lip-sync and timing still get uncanny, but itâs a meaningful step toward usable AI video with sound.Runway Gen 4.5 (tease only)
Not released yet, but early demos look scary good. Leaderboards might be exaggerating the gap, but visually? Itâs very much âoh⌠this is next.âGoogle Workspace Studio
Agents are now being built by typing sentences like:
âIf an email contains a question, label it and notify me in chat.â
Gmail + Gemini + workflows = Zapier vibes, but native. This is how agents quietly go mainstream.Model chaos continues
DeepSeek, Mistral, Gemini Deepthinkâall showing the same pattern: cheaper training, smaller models, near-state-of-the-art results. The âbest modelâ crown is officially unstable.
The Bigger Pattern
AI tools are no longer asking âwhat should I generate?â
Theyâre asking âwhere does this plug into your workflow?â
Creation â editing â audio â automation â distribution.
Thatâs the stack now.
đ¸ How to Make Cash
Stop treating this like âAI newsâ and start treating it like a service.
Package this as AI Video & Workflow Enablement for businesses that want speed without learning five new tools.
The pitch:
âWe help you generate, edit, and deploy AI video contentâand wire it into your existing workflows so it actually gets used.â
The price:
$297â$497 for setup (tools, workflows, templates)
Ongoing monthly retainers for content + automation if you want to go deeper
Youâre not selling models.
Youâre selling output without the headache.
đĄPro Tip
Donât chase the âbestâ video model.
Build a repeatable generation â edit â deploy flow.
Models will change every few weeks.
Your workflow is what compounds.


đ°Millionaire Blueprint (Still Holds Up)
Millionaire Blueprint (Still Holds Up)
Alex Hormozi dropped this last year, and honestly⌠itâs still some of the cleanest thinking on money and business out there.
The part that sticks:
Most people donât fail because they pick the wrong thing.
They fail because they never stick with one thing long enough.
One avatar.
One product.
One channel.
Build the foundation slow, or you end up rebuilding it later (and later is more expensive).
Not hype.
Not trends.
Just fundamentals that donât age.

đ˛Deals at a Glance
HighLevel Black Friday 2025 â 50% Off & Upgrades
Best GoHighLevel deal Iâve seen: 50% off your first 3 months if youâre new, plus up to 25% savings for existing users who upgrade or go annual.
đ Grab the Black Friday Deal: https://www.gohighlevel.com/black-friday-2025-4356b8?fp_ref=automatedmarketer
đĽ Vibe Coding Incubator â 30 Days FREE
Get hands-on with Vibe Coding, live weekly trainings, app templates, support, and Lovable AI creditsâFREE for 30 days.
đ Claim Your Free Trial
đ´ AI Unleashed 2026 â Cancun, Mexico
The ultimate 3-day AI event for entrepreneurs and agency owners. Limited seats, top experts, massive breakthroughs.
đ Lock in Your Spot for AI Unleashed
đ˛Best Gohighlevel Course For Only $20!
1000+ Student 4.7 in reviews and over 18 hours of content: https://www.udemy.com/course/gohighlevel-masterclass-from-beginner-to-expert/?couponCode=GHLSPECIAL
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Remember, thereâs always something new coming from the Automated Marketer YouTube Channelânew content drops every Tuesday & Thursday. Subscribe so you never miss the next big idea.
Keep watching, keep learning, and keep moving forward!!
Nuno


