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TrystedStays

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Solnest AI

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HighLevel Huddle w/ Clay

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Agency Vault

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2 contributions to HighLevel Huddle w/ Clay
Onboarding my first client
About to sign a contract but he has some questions. HELP! I haven't figured out the A-Z for onboarding or anything. What are some of the common questions I'm going to have to answer? I'm thinking stuff like A2P with his email/phone number, how he actually uploads the contacts, etc. Has anybody gone through this already & would be willing to chat with me for a few minutes? My call is at 4pm. Feeling excited!
Reputation Management - Client Experience
I understand the back-end of setting up reputation management after watching all of the videos on it, but what does it actually look like from the client's side? I'm trying to do the full reactivation campaign, ongoing requests via email/sms with the photo, the 'shield bad requests' into a feedback form set up, and repurposing to social media. A few questions I'm still unclear about: -Are they connecting their own accounts or is it better to do it on an onboarding call? -Are they connecting their own CRM? -Using LeadConnector App to add contacts? Using their own HighLevel subaccount on desktop? Customizing their review messages? Receiving reports/dashboards on performance? 'How do you set up review management' feels like the easy part, the internet is not lacking set up videos for this feature. Turning that into an actual customer experience that can be easily explained, easily set up, and does not present a lot of friction up front seems to be the more difficult part. I'm on the $297/m plan - hoping to speak with somebody who actually has at least 1 reputation management. Willing to pay for somebody experienced to chat with me on a call in further depth.
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Scott Sherin
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1point to level up
@scott-sherin-9338
Real estate investor & Airbnb co-host

Active 24h ago
Joined Mar 5, 2026
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