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Founder-only features · Founder Plan
HighLevel Custom Onboarding: What It Is, Why It Matters and How to Use It
Short answer: Custom Onboarding will let agencies build their own Launchpads, the guided setup screens new clients see when they first log in to a sub-account.
- Status
- Coming soon
- Plan
- HighLevel Founder Plan, $497/month (details)
- Where to find it
- Coming soon
- HighLevel's description
- “Build custom Launchpads to onboard new clients into their sub-accounts.”
Why Custom Onboarding matters
The first login decides whether a client becomes active or churns. A custom Launchpad walks clients through exactly the setup your service needs, in your brand.
How to take advantage of Custom Onboarding
- Write down the five steps every new client must finish (connect calendar, phone, email, payments, first form) so you're ready when it launches.
- Pair it with a snapshot so the Launchpad steps match the assets already installed.
- Track which onboarding steps clients skip and simplify those first.
Top 3 questions about Custom Onboarding
What is Custom Onboarding in HighLevel?
A coming-soon Founder Plan feature for building custom Launchpads to onboard new clients into their sub-accounts.
When will Custom Onboarding be available?
HighLevel marks it "Coming Soon" on the Founder page and hasn't published a date.
How should agencies prepare for Custom Onboarding?
Define your onboarding checklist and build a matching snapshot now, so the Launchpad is quick to set up when it arrives.
How Custom Onboarding compares
Custom Onboarding is HighLevel's built-in Launchpad builder for agencies, and it isn't released yet. Userpilot and Appcues are for onboarding inside software you build yourself, not HighLevel accounts. See Custom Onboarding vs Userpilot, Appcues.
Using AI agents with Custom Onboarding
An agent can watch onboarding progress and nudge clients who stall, by text or email, until setup is complete. Browse agent setup guides.
More founder-only features
Sources
Try Custom Onboarding on the Founder Plan: 14-day free trial. Start your HighLevel Founder trial.
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