Onboarding and membership
Client Onboarding Sequence workflow for GoHighLevel
By Marnix Geerkens. Published 2026-08-01. Updated 2026-08-01.
In short
Client Onboarding Sequence is one of 30 automated GoHighLevel workflows inside RocketLauncher's free master snapshot library. It fires when a contact gets tagged (tagged new-client) and then runs 6 steps on its own, no one at the keyboard. Join RocketLauncher University free to get this workflow and the other 29 in one import.
- When a new client is tagged, this workflow welcomes them, sends the intake form, creates a task for your team, pushes a record to your project tool through a webhook, and checks in three days later.
- Category: Onboarding and membership.
- 6 steps run automatically once the trigger fires.
Before you start
- Set intake_form_link
- Point the PM webhook URL
Step by step
Step 1. The trigger
A contact gets tagged (Tagged new-client).
Step 2. Step 1: Welcome / what to expect
Sends an email: "Welcome / what to expect."
Step 3. Step 2: Send intake form
Sends a text message: "Send intake form."
Step 4. Step 3: Task: kick off onboarding
Creates a task or note for your team: Task: kick off onboarding.
Step 5. Step 4: Create record in PM tool
Sends the data to an outside tool through a webhook: Create record in PM tool.
Step 6. Step 5: Wait 3 days
Pauses the workflow before continuing: Wait 3 days.
Step 7. Step 6: Check in
Sends a text message: "Check in."
How to test it worked
Trigger the workflow with a test contact of your own, using a real phone number and email you control.
Watch each step fire in order inside GoHighLevel and confirm the text and email actually arrive.
Check that any tag, opportunity, or task the workflow creates shows up correctly before you send it to a real lead.
Frequently asked questions
Is this workflow really free?
Yes. This workflow is one of 30 inside RocketLauncher University, a free community for people running GoHighLevel. Join with Google or email, no card required, and the whole library is inside.
Do I need to build this from scratch in GoHighLevel?
No. It comes as part of a snapshot you import into your own GoHighLevel sub-account. After import you connect your own phone number, calendar, and custom values, then test it before it goes live.
What do I need to set up before Client Onboarding Sequence runs?
Before you turn it on: Set intake_form_link. Point the PM webhook URL.