Snapshot Deployment Guide — Conduit Trades

Conduit Trades

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Client Onboarding — SOP

Snapshot Deployment Guide

Step-by-step process for deploying the Conduit Trades snapshot to a new contractor sub-account in GHL. Complete in order — do not skip steps.

Who

Ken Kanarowski

When

After Client Signs

Time

~45–60 Min

Tools Required

GHL Agency Account

Total Steps

7 Steps

01 — Deployment Steps

Create The Sub-Account

Log into the GHL Agency Account at app.gohighlevel.com

Click Sub-Accounts in the left sidebar

Click + New Sub-Account in the top right

Select Use Snapshot when prompted

Choose the Conduit Trades Starter System snapshot from the list

Enter the contractor's business name exactly as it should appear in GHL

Enter the contractor's primary phone number and business email

Set the timezone to match the contractor's service area

Click Create Sub-Account

Do not skip the snapshot step. Creating a blank sub-account and building manually defeats the entire system. Always start from the Conduit Trades Starter snapshot.

Verify Snapshot Installed Correctly

Switch into the new sub-account

Go to Pipelines — confirm [CT CLIENT] Customer Pipeline is present with all 10 stages

Go to Calendars — confirm the Estimate Booking Calendar is present

Go to Workflows — confirm all 8 required workflows are present and listed

Go to Settings → Custom Values — confirm all 18 required custom values are present (values will be blank — that is expected)

Go to Tags — confirm: ct-new-lead, ct-contacted, ct-estimate-booked, ct-not-ready

If anything is missing, do not proceed. Delete the sub-account, re-create from the snapshot, and verify again before moving forward.

Fill In All Custom Values

Go to Settings → Custom Values inside the sub-account

Fill in all 18 required values using the collected client information

Reference the Custom Values Setup guide for field-by-field instructions

For privacy_policy_url enter: https://conduittrades.com/legal/privacy-policy

For terms_url enter: https://conduittrades.com/legal/terms-of-service

Do not leave any value blank — if the real value isn't available yet, enter a placeholder and flag it

Save after completing all values

Custom values populate throughout every workflow, SMS, and email automatically. Blank values send broken messages to real leads. Fill these before publishing any workflows.

Configure The Estimate Calendar

Go to Calendars and open the Estimate Booking Calendar

Set the calendar name to match the contractor's business name

Set availability hours based on the contractor's confirmed schedule

Set appointment duration — default 60 minutes unless contractor specified otherwise

Confirm the confirmation email and confirmation SMS are both enabled

Copy the booking link and paste it into the booking_link custom value

Test the booking link in a browser — confirm it loads and shows correct availability

Configure A2P & Phone Settings

Go to Settings → Phone Numbers

Assign or provision a dedicated business line for this sub-account

Confirm A2P 10DLC registration is initiated — approval takes 3–5 business days

If SMS must be live before A2P approval, set up toll-free number verification as an interim path

Update the business_phone custom value with the assigned number

Send a test SMS from the sub-account to confirm sending works

Do not go live on SMS workflows until sending is confirmed. Plan for the A2P approval delay from day one of onboarding.

Publish & Test All Workflows

Go to Workflows and open each of the 8 required workflows one at a time

Confirm each is set to Published — not Draft

Website lead form test — submit a test lead, confirm it enters the pipeline and triggers follow-up

Manual new lead test — manually add a contact to New Lead stage, confirm workflow fires

Missed call test — call the sub-account number, let it ring out, confirm text-back fires

Booking test — use the booking link to schedule a test appointment, confirm confirmation SMS and email both send

Review request test — move a test contact to Job Completed, confirm review request fires

Document any failures and resolve before proceeding

Complete Checklist & Hand Off

Open the New Client Checklist and confirm every item is checked

If any item is unchecked, resolve it before marking the account live

Record the Location ID from GHL Settings — store it in the Client Tracker

Mark the sub-account as Live in the Client Tracker

Schedule the client handoff call and walk the client through what was installed

Set a 7-day follow-up reminder to review first-week lead activity

The account is not live until the full checklist is complete. A partial install that goes live creates client trust problems that are hard to recover from.

02 — Important Notes

Always deploy from the Conduit Trades Starter snapshot — never build a sub-account from scratch.

Fill all 18 custom values before publishing any workflow — blank values send broken messages to real leads.

A2P 10DLC approval takes 3–5 business days. Factor this into the client launch timeline from the first conversation.

Do not go live until every end-to-end test passes. The client's first real lead will expose any gap.

Record the sub-account Location ID immediately after creation — you will need it for API and Make.com integrations.