Featured project
Operations · OnboardingTech onboarding: one form sets up every new agent
- Problem
- Every new agent had to be set up by hand across several systems, with dozens of fields and permissions to get right each time.
- Built
- One form that creates the agent's GoHighLevel user with the right fields and permissions, links their records across our CRMs, and resizes and uploads their headshot. If something is missing, it emails the right operations person to finish it. Every user it creates is logged.
- Result
- Agent setup went from a checklist to a single form, done the same way every time, with gaps flagged automatically.




