REGISTERED CLIENTS
—Awaiting backend connectionCRESTLINE GROWTH / CLIENT SETUP
PREVIEW MODECLIENT OPERATIONS
Every client. One clear setup.
Register roofing clients, follow the onboarding checklist, and verify their funnel setup from one workspace.
Preview only. This site is not connected to GoHighLevel or a Cloudflare Worker. Client records, verification, login, code generation, and automation are not active. Do not enter real client information or API tokens.
VERIFIED SETUPS
—Checks not connectedAUTO-PROVISIONING
PendingConnect GHL + Worker laterCLIENT REGISTRY
Client accounts
New clients will appear here automatically after onboarding and provisioning.
| CLIENT | LOCATION ID | APPROVED ZIP CODES | STATUS | ACTIONS |
|---|---|---|---|---|
| No live client data. Registry will populate when the backend is connected. | ||||
OPERATIONS PLAYBOOK
16-step client setup guide
Follow these steps for each new roofing client. Auto-provisioned clients skip steps 1, 2 and 4.
VERIFICATION
Connection checks
Live checks will validate client account configuration after we connect the backend.
◌ GoHighLevel connection Not connected
◌ Service area ZIP gate Not connected
◌ Funnel and tracking Not connected
◌ Billing status Not connected
CLIENT TOOLS
Generated pastes & banner
Once connected, select a client to generate their exact funnel code, URLs, tracking snippets, and branded header banner.
⌘Client-specific pastesBackend integration required
▧Header banner builderBackend integration required
↗Client login detailsRestricted access required