Onboarding Review
Map the client journey stage by stage and find the gaps before a new client falls into one.
A read-only skill for the Ask AI assistant in HighLevel™.
Onboarding Review finds the onboarding workflows, forms, messages, calendar and pipeline already in the sub-account, maps the journey and returns a prioritized improvement plan.
The problem
Client onboarding is spread across forms, welcome messages, a kickoff calendar, a pipeline and several workflows.
A workflow left in Draft, an inactive kickoff calendar or setup text left in a welcome message is easy to miss until a new client runs into it.
What it checks
It reviews what's already set up:
- Onboarding workflows and how they connect
- Intake and access forms
- Welcome messages and the custom values they use
- The kickoff calendar
- The onboarding pipeline and its stages
- Missing-information reminders, internal tasks and alerts, and the handoff to delivery
The journey map
Found, not found or not verified, with the exact assets involved.
Found, not found or not verified.
Found, not found or not verified.
Found, not found or not verified.
Found, not found or not verified.
Found, not found or not verified.
Found, not found or not verified.
What you get: the report
The report has nine sections:
- 01Account and scope
- 02Onboarding assets identified
- 03Onboarding journey map
- 04Verified findings
- 05Potential issues requiring confirmation
- 06Improvement plan
- 07Actions requiring human approvals
- 08Not verified
- 09Overall onboarding health summary
Each row in the improvement plan gets exactly one recommended action, a priority and the checks to make first:
- Fix reference
- Complete configuration
- Add missing step
- Consolidate duplicates
- Resolve conflict
- Review with team
- Consider improvement
- No action needed
Lead and sales automations are listed as excluded, not reviewed. If no client onboarding is found, the report says so plainly.
How it works with Ask AI
- 01
Install it once
In Ask AI, open Customize, then Skills, choose Write skill instructions and paste the skill's name, description and instructions. It takes about five minutes and changes nothing in your account's data.
- 02
Run it from a new chat
Start a new Ask AI chat, type / and choose the skill, then add your request and press Enter once. Let it finish.
- 03
Review the report
Read the structured report. Every change it recommends needs your approval and is made by a person, never by the skill.
/Onboarding Review Review the client onboarding process in this account.
A review usually takes 3–10 minutes.
Read-only by design
Read-only by design
The skills never edit, publish, delete, book, schedule or send anything. If Ask AI offers to make a change during a run, decline it.
Verified, not guessed
Counts come from retrieved records. Anything a skill couldn't read is labelled not returned or not verified, never reported as missing.
Client-ready reports
Reports use neutral wording, don't name the software platform or GHL Automators, and quote your account's own names exactly. Review each report before sharing it.
- Create, edit, publish, activate, pause or delete workflows, forms, calendars, pipelines, tags, fields, custom values or templates
- Book, reschedule or cancel appointments, or change contacts or opportunities
- Send, schedule or test-send any message
- Design a new onboarding system or write replacement workflows, sequences or form questions
- Show client or contact names, details or message history
What you receive
In the download
- The skill file, ready to paste into Ask AI
- Installation guide
- User guide with sample requests
- Limitations and known issues
- Release notes with checksums
- Licence
In the Client Portal
The skill package as a ZIP, with checksums.
The installation guide, readable online.
The user guide and sample requests.
Limitations and known issues.
Release notes and version details.
Delivery
After purchase, you sign in to the GHL Automators Client Portal, where each skill you own has its own course with the download and every guide.
Requirements
- A HighLevel plan that includes Ask AI, with Ask AI enabled for your user in the sub-account
- Access to Ask AI, then Customize, then Skills, in each sub-account where you'll use the skill
- One install per sub-account, per user. Skills are personal to the user who creates them
- Running Ask AI may use Ask AI usage on your HighLevel plan. The skill doesn't control or report on usage
Limitations to know
- It finds onboarding assets by their names, triggers and links. Name your onboarding workflows, forms and pipeline in the request for the most accurate review.
- Some details, such as the full text of workflow messages, may not be readable. They're reported as not verified, never as missing.
- The corrected version 1.0 was re-tested only on an account without client onboarding. Confirm its custom-value findings in your own account before acting.
Validated in October 2026 on two different sub-accounts: one with a complete client onboarding system and one with none.
The complete limitations and known issues come with the skill.
Pricing
After purchase, you sign in to the GHL Automators Client Portal, where each skill you own has its own course with the download and every guide.
Checkout opens soon.
- Single-agency licence
- Install in any sub-account your agency manages
- Minor version updates included
- Installation guide, user guide and limitations
- Self-service support
Licence and support
- A single-agency, internal-use licence for the agency that buys it.
- Install and run it in any sub-account your agency manages, for any of your agency's users.
- Reports the skill produces in your accounts are yours to use and to share with your clients.
- Minor version updates are included, for example 1.3 to 1.4. A new major version may be sold separately.
- No resale, redistribution or repackaging of the skill files or documentation.
- Self-service installation.
- Written documentation and troubleshooting instructions: installation guide, user guide and limitations.
- No done-for-you installation, configuration or consulting.
Get all six for $67
$162 if bought separately. The bundle saves $95.
View the bundleMore Ask AI skills
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