HighLevel onboarding: what to gather before you set it up

Business details

These are the facts carriers and email providers check, so they need to match your public information exactly. Gather them before you touch any settings:

• Legal business name — the exact name on your registration, not a DBA or a shortened version.
• EIN or tax ID — needed for text registration.
• Business address — the one listed publicly, matching your Google Business Profile.
• Website URL — a live site that matches your business name.
• Business hours — used for after-hours replies and booking windows.
• Business phone number — the one customers already call.

A2P carriers compare what you submit against what's public. A mismatched legal name or address is a common reason registration gets rejected or delayed. See the A2P walkthrough.

Logins and access

Know who owns each login before setup. The business should own the account, the domain and the numbers — not an outside vendor. You can grant access to anyone who helps you, but the assets should live under the business:

• Domain registrar login — you own the domain, even if someone else manages DNS for you.
• Google Business Profile access — owner-level, not just manager.
• Facebook / Instagram business access — so you can connect messaging and ads later.
• Payment processor login — if you'll take payments or deposits.
• The email you'll use as account owner — one the business controls, not a personal address.

Your content

Setup moves faster when the words and images are already in a document, not in your head:

• List of services and prices — what you sell and what it costs.
• Top 5–10 customer FAQs and your answers — these become your reply templates and your AI front desk answers.
• Logo file — a transparent PNG if you have one.
• A few photos — of your work, your space, or your team.
• Brand colors — hex codes if you have them.

Decisions to make first

A few decisions up front save you from stalling mid-setup. You don't need perfect answers — you need a starting point you can refine:

• Who runs it — one person who owns the day-to-day, plus a backup.
• Your pipeline stages — the steps a lead moves through from first contact to won. See the pipeline guide.
• Your response-time goal — how fast a new lead should get a reply.
• What happens after a missed call — the text-back message a caller gets. See the text-back guide.

Bring this to your build day

This checklist is the official prep list for Built Live guests. The more of it you gather before you arrive, the more you build on the day — and the less time you spend hunting for a login or a logo while everyone else is building.

Built Live runs three separate one-day build days — Friday Dec 18, Saturday Dec 19 and Sunday Dec 20, 2026, 8 AM–4 PM, at the Hilton Miami Aventura. Pick one date and bring everything above. See build day dates · Reserve a seat.