Business & Access Info
Business Name (as it should appear on funnels/portal)
*
Primary Contact Info
First Name
Last Name
Phone
*
Email
*
Purpose
Credit
Taxes
Funding
Other
Funnel Setup
Custom Domain (if you want your funnel on your own domain – include DNS access or login)
Logo & Branding Assets
Brand Colors
Fonts To Use
Upload Logo
*
Click to upload
JPEG, JPG or PNG
Funnel Goal (ex: collect leads, sell course, book calls)
*
Funnel Copy (headlines, sales copy, thank-you page message, call-to-actions)
*
Images & Media (product photos, headshots, background images)
*
Click to upload
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Third-Party Payment Link(s) (Stripe, PayPal, ThriveCart, etc. – since you’re not doing payments inside GHL)
*
Opt-in Freebie / Lead Magnet (PDF, video, guide, etc., if applicable)
Click to upload
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Community + Portal (Courses)
Course Titles & Structure (up to 12)
*
Module names and Lesson Titles
*
Course Content (videos, PDFs, slides, audio files)
*
Click to upload
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Course Copy (lesson descriptions, welcome message, call-to-action for upsells if any)
Community Guidelines (if you want rules or a welcome message pinned)
Community + Portal (Courses)
Calendar Platform (Google Calendar, Outlook, etc.)
*
Availability / Scheduling Rules (days, hours, buffer times, cancellation rules)
*
Meeting Link (Zoom, Google Meet, etc.)
*
CRM & Automation
Lead Stages (ex: New Lead → Booked Call → Client → Closed)
Tags Needed (ex: “Downloaded Ebook,” “Booked Call,” “Client”)
Automations Needed (ex: tag on form submission, pipeline stage updates, internal notifications)
Other Setup
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