Client Portal Activation & Training
Automates portal setup: credentials, access instructions, video walkthrough, and login follow-up
What This Automation Does
How It Works
Portal Setup
New client record created
Create Account
Auto-generate portal credentials
Portal Welcome
Login, how-to guide, video walkthrough link
Wait 2 Days
Login attempt window
Logged In?
Check portal access
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All automated communications are consent-based with opt-out compliance.