Client Onboarding — Setup
Custom Values Setup
All 18 required custom values must be filled before publishing any workflow. Fill in order. Do not skip.
Where To Find Custom Values In GHL
- Switch into the contractor's sub-account
- Go to Settings in the left sidebar
- Click Custom Values
- Click the pencil icon next to each value to edit
- Save after every entry — GHL does not auto-save
Rule: Do not leave any value blank before publishing workflows. A blank custom value sends an empty field to a real lead's SMS or email. If the real value isn't available yet, enter a clear placeholder like "PENDING" and flag it to resolve before going live.
Values Completed
0 / 18 Complete
01 — Required Custom Values
01
business_name
Used in SMS, emails, and client-facing messages throughout every workflow
● Pending
What To Enter
The contractor's public-facing business name exactly as they want it to appear to customers.
e.g. Brunswick Electric, Miller Plumbing & Heating
Where To Get It
Client intake form or intake call. Use the name on their Google Business Profile if unsure.
→ Collected in Phase 1 — Intake
02
business_logo
Logo URL used in email headers and branded communications
● Pending
What To Enter
A direct URL to the contractor's logo file. Must be a public-facing hosted image link ending in .png, .jpg, or .svg.
e.g. https://brunswickelectric.com/logo.png
Where To Get It
Upload the logo to GHL Media Storage and copy the direct image URL. Do not use a Google Drive link — it will not render in email.
→ GHL → Settings → Media Storage → copy URL
03
brand_color
Hex color used in email templates and branded touchpoints
● Pending
What To Enter
The contractor's primary brand color as a hex code, including the # symbol.
e.g. #1A3F6F, #E87E20, #CC0000
Where To Get It
Ask the client directly, pull from their website with a color picker, or check their existing materials. If unknown, use #1A3F6F as a neutral default and flag for update.
→ Client intake or website inspection
04
business_phone
The dedicated GHL business line assigned to this sub-account
● Pending
What To Enter
The dedicated phone number provisioned in GHL for this sub-account. This is not the contractor's personal number.
e.g. (689) 777-0357
Where To Get It
GHL → Settings → Phone Numbers → the number assigned during sub-account setup. Fill after the number is provisioned in Step 5 of the Snapshot Deployment Guide.
→ GHL Settings → Phone Numbers
05
business_email
The sending email address for all outbound client communications
● Pending
What To Enter
The verified sending email configured in this sub-account. This is what customers see in the From field of every email.
Where To Get It
GHL → Settings → Email Services → confirmed verified sending address. Must be verified before entering here. Do not use a Gmail address.
→ GHL Settings → Email Services → verified sender
06
business_website
The contractor's main website URL used in email footers and messages
● Pending
What To Enter
The full URL of the contractor's website. Enter without https:// — the email template adds it automatically. If you include https:// the link will break.
e.g. brunswickelectric.com — NOT https://brunswickelectric.com
Where To Get It
Client intake form. Verify the URL loads before entering. If no website exists, use the GBP URL and flag for a future website conversation.
→ Client intake or Google Business Profile
07
trade_type
The contractor's trade — used to personalize message copy throughout workflows
● Pending
What To Enter
Single word or short phrase describing what they do. Lowercase. This appears inline in SMS and email copy.
e.g. electrical, plumbing, HVAC, roofing, landscaping
Where To Get It
Client intake. Match how they describe themselves — if they say "electrician" enter "electrical" so it reads naturally in sentences.
→ Client intake form
08
booking_link
The direct URL to the estimate booking calendar — sent to leads in follow-up messages
● Pending
What To Enter
The direct booking link for the Estimate Calendar configured in this sub-account. Test the link before entering — confirm it loads and shows availability.
e.g. https://api.leadconnectorhq.com/widget/booking/...
Where To Get It
GHL → Calendars → open the Estimate Booking Calendar → Share → copy the booking link. Complete Step 4 of the Snapshot Deployment Guide first.
→ GHL → Calendars → Share → copy link
09
google_review_link
The direct link customers tap to leave a Google review — sent after job completion
● Pending
What To Enter
The direct Google review link for this contractor's Google Business Profile. Must take the customer directly to the review box — not the profile page.
e.g. https://g.page/r/XXXXXXXXXXXXXXXX/review
Where To Get It
Google Business Profile → Home → Get more reviews → copy the short review link. Test the link on a mobile device before entering.
→ GBP Dashboard → Home → Get more reviews
10
contractor_notification_phone
The phone number that receives internal SMS alerts — new callbacks, reminders, and other internal notifications
● Pending
What To Enter
The contractor's personal or office number that actively monitors notifications. This is NOT the dedicated GHL business line.
e.g. (773) 555-0199
Where To Get It
Ask the client directly during intake — "What number should receive internal alerts when a new callback or lead comes in?" Confirm they actively monitor it.
→ Client intake call or intake form
11
contractor_notification_email
The email address that receives internal email alerts — new estimate bookings and other internal email notifications
● Pending
What To Enter
The contractor's personal or office email that actively monitors notifications. This is NOT the sending email address.
Where To Get It
Ask the client during intake — "What email should receive internal alerts when a new estimate is booked?" Confirm they check it regularly.
→ Client intake call or intake form
12
owner_first_name
The first name of the contractor or business owner — used in the immediate lead follow-up SMS for a personal first impression
● Pending
What To Enter
First name only. This appears inline in SMS copy — "this is Mike with Brunswick Electric" — so it must match exactly how the owner refers to themselves.
e.g. Mike, Ken, Dave
Where To Get It
Client intake — ask the owner what first name they want to use in customer-facing messages. Use the name their customers already know them by.
→ Client intake call
13
schedule_call_link
The URL for the contractor's callback calendar — used in the Callback Booking workflow
● Pending
What To Enter
The contractor's specific callback calendar URL. This is NOT the estimate booking link — it's a separate calendar for scheduled callbacks only.
e.g. https://api.leadconnectorhq.com/widget/bookings/ct-client-callback-calendar
Where To Get It
GHL → Calendars → open the Callback Calendar → Share → copy the booking link. Complete calendar configuration before filling this value.
→ GHL → Calendars → Callback Calendar → Share
14
hours_of_operation
The contractor's business hours — displayed in emails and booking pages
● Pending
What To Enter
Plain readable text. Write out days and times fully so they read naturally in customer-facing messages. Do not use abbreviations.
e.g. Monday–Friday, 8:00 AM–5:00 PM
Where To Get It
Client intake form or intake call. Confirm the exact hours the contractor wants displayed to customers — may differ from actual working hours.
→ Client intake form
15
service_area
The contractor's geographic service area — displayed in emails, pages, and internal notifications
● Pending
What To Enter
Plain readable text. Be specific enough that a customer understands whether they're in the service area.
e.g. Greater Chicagoland Area & Surrounding Suburbs
Where To Get It
Client intake form. Use the contractor's own description of their service area — the language they use with customers.
→ Client intake form
16
business_address
The contractor's physical business address — required in all email footers for CAN-SPAM compliance
● Pending
What To Enter
Full physical address including street, city, state, and zip code. Must be a real, valid address. A PO Box is acceptable.
e.g. 123 Main Street, Chicago, IL 60601
Where To Get It
Client intake form. This is legally required in every email footer under CAN-SPAM. Do not leave blank — it exposes the contractor to compliance risk.
→ Client intake form
17
privacy_policy_url
Link to the Privacy Policy page — displayed in all email footers for compliance
● Pending
What To Enter
For all Conduit Trades Starter System clients, use the standard hosted URL below. This page is hosted on the CT domain and auto-populates with the contractor's info via custom values.
https://conduittrades.com/legal/privacy-policy
Where To Get It
This is a fixed value — same for every client. Copy and paste exactly as shown. Do not leave blank.
→ Enter: https://conduittrades.com/legal/privacy-policy
18
terms_url
Link to the Terms of Service page — displayed in all email footers for compliance
● Pending
What To Enter
For all Conduit Trades Starter System clients, use the standard hosted URL below. This page is hosted on the CT domain and auto-populates with the contractor's info via custom values.
https://conduittrades.com/legal/terms-of-service
Where To Get It
This is a fixed value — same for every client. Copy and paste exactly as shown. Do not leave blank.
→ Enter: https://conduittrades.com/legal/terms-of-service
Complete All 18 Values Before Publishing Workflows
Once all 18 are marked done, return to the New Client Checklist and check off Section 03.
Back To Checklist →