Partner Onboarding
1
Your Account
2
GHL Setup
3
Funnel Setup
4
Launch Call
5
Next Steps
✦ Extendly Partner Program

Welcome.
You're in
good hands.

Everything here is done for you. Follow these 5 steps and our team handles the rest. Takes about 15 minutes.

5
Steps
15
Minutes
100%
Handled for you
🎬
Watch before you begin
Partner Onboarding Overview (≈ 3 min)
📋
What we cover in these 5 steps
  • ✓
    Connect your GHL subaccounts and create your Extendly admin user
  • ✓
    Configure your agency domain and whitelabel
  • ✓
    Provide your branding details to build your sales funnel
  • ✓
    Schedule your launch call with the Extendly team
  • ✓
    Get connected with the private partner community
Step 1 of 5

Your Extendly Account

We pull your GHL subaccounts and create your Extendly user automatically. Enter your details below to get started.

⚡
Subaccount Enablement

Enter your agency details below. We'll automatically pull your subaccounts and create your Extendly Admin user. We'll review your current subaccounts together during your launch call.

  • All subaccounts pulled from your GHL agency
  • Extendly Admin user created in your agency
  • Default support settings configured for you
  • No billing for current clients until after your launch call with our team
🎬
Watch: Account Setup Walkthrough
📋
Your Account Details
Agency Settings → Company → Relationship ID
Settings → Private Integrations → Create New Integration → Copy token here
📦
What's inside your Agency Snapshot
When your account is activated, this snapshot is imported into your GHL agency. Here's what comes pre-built and ready to use:
  • 1
    Sales funnel and checkout — pick from our Foot-in-the-door offers during onboarding, or use your own offer
  • 2
    Calendar reminder workflow
  • 3
    Onboarding funnel for your clients after purchase
  • 4
    Payment automations
  • 5
    Promotional email/SMS workflow
  • 6
    Abandoned cart workflow
  • 7
    New customer nurture sequence
Step 2 of 5

Agency GHL Account Setup

Connect your agency domain and configure your whitelabel. Our team handles the technical setup — just confirm your details below.

✅ Already done this? If your domain is connected and your whitelabel is live, you can skip this step and continue →
🎬
Watch: GHL Account Configuration
GHL Account Configuration (≈ 5 min)
🌐
Connect Your Agency Domain

Our team handles all DNS configuration. Just confirm the domain you want to use.

🏷️
Whitelabel Configuration

Your clients will log in through your branded subdomain — we set this up for you.

The URL your clients will use to log in
  • Custom login page with your logo and colours
  • Client-facing URLs show your domain, not GoHighLevel
  • All outbound emails sent from your brand
Step 3 of 5

Funnel Setup Information

Fill in your branding details below. Our team uses this to build your sales funnel — logo, colours, fonts, and your AI agent name.

🎬
Watch: Funnel Setup Walkthrough
Funnel Setup Walkthrough (≈ 4 min)
Step 4 of 5

Schedule Your Launch Call

Pick a time that works for you. Your launch call is where our team reviews your setup, answers your questions, and gets you live with clients.

📞
What happens on your launch call
  • Our team reviews your subaccount and agency setup
  • We confirm your snapshot is loaded and configured correctly
  • You ask any questions before going live with clients
  • We set your account as active — you're officially live
Step 5 of 5

Next Steps

Watch the video below, then introduce yourself in the private partner channel. Tell the community who you are and what niche you serve.

🎬
Watch: What Happens After This
What Happens Next — record this video & embed here

🏠 Join Your Private Partner Channel

You now have access to the exclusive Extendly partner community — deals, resources, and direct access to our team.

👋
Say hello in #introductions — the community is waiting
🎯
Share your niche — who do you serve? (HVAC, real estate, coaches…)
💬
We have a great community, and Extendly Support available
🤝
What happens after you click Complete
  • Our team reviews your setup within 24 hours
  • You'll see a calendar invite for your launch call (just booked above)
  • We'll set up your snapshot, show you how to use it, build onboarding SOPs, discuss ascension paths, show you how to get support — everything within 1–2 calls so you can start selling.
  • Client onboarding begins immediately after your launch call
  • Quarterly adoption calls scheduled automatically
🎁
Your surprise bonus is waiting
Complete your onboarding today to unlock $200 off a Done-For-You Snapshot — claimable on your onboarding call.
✅

You're all set!

Our team will be in touch within 24 hours.

🔒 Not Available to the Public

Surprise Bonus Unlocked 🎁

Because you completed your full onboarding today, you've unlocked an exclusive offer — not available anywhere else.

💸
$200 OFF
a Done-For-You Snapshot
Claim this during your onboarding call and our team will apply the discount to any DFY snapshot build.