Onboarding Widget, HighLevel
Help every new client know what to do next. Give clients a guided checklist inside each sub-account so activation starts immediately.
Industry
Onboarding Widget
Timeline
Included
Platform
For HighLevel
Live website
businesstoolbox.io
Clients show up having already connected their calendar and imported their contacts, because the dashboard told them what to do next.
Most agencies start every new sub-account with the same hour-long call: connect the calendar, connect the phone number, import contacts, set up the first pipeline, explain the dashboard. The call works because a person runs it, and that is the problem. New clients who miss it sit in a blank dashboard and send the same question by email: where do I start? The Onboarding Widget was built for exactly that hour.
The widget is a guided checklist that lives inside every new sub-account, on the dashboard the client opens anyway. Each step links straight to the HighLevel screen where it happens, marks itself complete, and the list fades out when the client is through. Agencies configure the steps once at the agency level, for example: connect your calendar, connect your phone and email, import your contacts, create your first opportunity, book your kickoff call. Because the widget ships with Theme Studio and installs from the same snippet, it appears on every sub-account at once, in the agency's colors and type, reading as part of the agency's service rather than a tutorial for someone else's software.
The labels and the order are yours to edit, so the list can change whenever your service does. Sub-Account Logos put each client's own logo above the checklist from the first login, and Pipeline Timers show how long the first opportunity a client creates has been sitting in its stage. The three tools ship together with every Theme Studio plan at no extra cost, and they work as one onboarding system rather than three features.
The checklist lives on the dashboard the client opens anyway, so it gets finished, not skimmed.
Each step links to the exact HighLevel screen where it happens and marks itself complete.
Configured once at the agency level, it reaches every new sub-account from the same snippet.
Logos and pipeline timers ship alongside it, so onboarding becomes one branded system.
The goal is a shorter kickoff call, because clients arrive with the setup already done and the questions already answered by the dashboard. The "where do I start?" email stops arriving, and onboarding stops depending on who is available to run it.
The Onboarding Widget is included with every Theme Studio plan, Founder Pass or Monthly, and is not sold separately. Agencies configure the checklist once, and every new sub-account inherits it on its next page load, themed to match the dashboard around it. Update the list whenever your service changes and treat the first client hour as a designed experience rather than a support call. The widget, the logos and the timers keep following the agency theme through HighLevel updates, with fixes shipped from our side. For an agency whose growth is measured in new accounts, that means more clients onboarded with the same team.
More Tools
Buy Theme Studio
from
$67/month
