1
Your Account
2
GHL Setup
3
Your Offer
4
Funnel Setup
5
Launch Call
6
Next Steps
Partner Onboarding
✦ Extendly Partner Program

Welcome.
You're in
good hands.

Everything here is done for you. Follow these 6 steps and our team handles the rest. Takes about 15 minutes.

6
Steps
15
Minutes
100%
Handled for you
🎬
Watch before you begin
The Extendly Partner Program — more revenue, happier clients, zero fulfillment: white-labeled fulfillment, the 90-day client success journey, ongoing 24/7 support, 30% passive revenue share on ascensions, access to ready-to-sell offers, and Wednesday war room coaching.
What You've Unlocked

Your Clients Get a Full Team.
You Get Your Time Back.

Extendly runs as the AI layer and the human layer underneath your brand — so you operate at the relationship layer while we handle everything else.

📦
Your Snapshot, Your Way

Choose from Extendly's pre-made foot-in-the-door products, bring your own snapshot, or have us build a fully custom one for you (additional cost).

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5-Call Onboarding Process

Tech setup, training, launch, and two follow-up calls — every client gets a structured start so nothing falls through the cracks.

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Quarterly Adoption Calls

Scheduled every quarter to reduce churn, grow accounts, and present ascension plans — keeping clients engaged and moving up.

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Continual Communication

Ongoing touchpoints between calls to drive adoption, surface issues early, and keep your clients active and successful.

🎧
24/7 Support via Your Extendly Widget

HL-certified humans available around the clock through the Extendly widget — all under your brand, all day, every day.

For Your Agency
Fully white-labeled — your brand, your clients, your relationships
AI handles the speed layer so clients are set up on day one
Our team handles delivery — you stay at the relationship layer
We profit when clients stay — our success is tied to yours
📋
What we cover in these 6 steps
  • Connect your GHL subaccounts and create your Extendly admin user
  • Configure your agency domain and whitelabel
  • Choose the foot-in-the-door offer we build and deliver for you
  • 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 6

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
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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
📋
Your Account Details

Fill in your details below and click Submit — you'll continue automatically once it's saved.

Step 2 of 6

Agency GHL Account Setup

Connect Stripe, set up your agency domain, and configure your whitelabel — you'll complete each of these inside your GHL account.

Already done this? If your domain is connected and your whitelabel is live, you can skip this step and continue →
💳
Connect Stripe

Stripe is how you collect payments from your clients. You need to connect it to your GHL account before you can charge anyone.

How to connect
  1. In GHL, go to Settings → Payments → Integrations
  2. Click Connect with Stripe
  3. Log in to your Stripe account (or create one at stripe.com)
  4. Authorize the connection and return to GHL
  • Required to charge clients through your funnels and invoices
  • Payments deposit directly into your Stripe account
  • Works in test mode — switch to live when you're ready
🌐
Connect your domain & whitelabel

Point your own domain (or one bought through GHL) to your agency sub account — we use this to connect your funnels. Your clients also log in through your branded subdomain, which you configure in GHL under Settings → White Label Domain.

  • Custom login page with your logo and colours
  • Client-facing URLs show your domain, not GoHighLevel
  • All outbound emails sent from your brand
Watch: How to connect a domain to your agency sub account → Watch: How to add a DNS record → Watch: How to create your whitelabel login URL →

Fill in your domain and whitelabel details below and click Submit — you'll continue automatically once it's saved.

Step 3 of 6

Choose Your Foot-in-the-Door Offer

This is the ready-to-sell offer our team builds and delivers under your brand — the snapshot we load into your agency. Pick the one you want to lead with; you can change it on your launch call.

Three foot-in-the-door offers compared — Speed to Lead (complete lead conversion system), AI Business Suite (AI communication & reputation suite), and Reputation Management (automated reputation protection): primary focus, what each solves, what your client receives, and the outcome.
🎯
Pick the offer we deliver for you
Each offer comes as two done-for-you, white-labeled pieces: an agency funnel page to help you sell the offer, and a client delivery snapshot — what we load and run for every client who buys. We'll review both with you on your onboarding call, so save any questions for there. You can make changes to the sales pages after we install the funnel — we'll show you how on your launch call.

Choose one of our three proven, ready-to-sell systems — or bring your own snapshot. AI Business Suite is the most popular starting point and is selected by default.
🤖
Default · Most popular
AI Business Suite
Our flagship all-in-one system — AI voice & chat, missed-call text-back, reviews, and the full speed-to-lead stack. The strongest opening offer for most agencies.
Reputation Management System
Automated review requests, monitoring, and responses that build a client's 5-star presence — a simple, high-value entry offer.
Speed to Lead System
Instant lead response — missed-call text-back, automated follow-up, and booking — so your clients never lose a lead to a slow reply.
📦
Your snapshot
Build Your Own Snapshot
Already have a snapshot you love? Bring it and we'll deliver it under your brand.
Reviewed by the OfferIQ framework ↗ before delivery — the Extendly standard for foot-in-the-door offers. Review it before your launch call so we can approve and load your snapshot.
📦 Tell us about your snapshot

Share the details of the snapshot you'd like us to deliver under your brand. Our team reviews it against the OfferIQ framework ↗ before loading it into your agency.

Submitted the snapshot form above? Click the button to lock in “Build Your Own Snapshot” and move on.

💬 Not sure which offer fits yet? You can leave it for now and decide on your 1-on-1 onboarding call — just know your setup may take a little longer if we choose it together on the call.
Step 4 of 6

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.

Fill in your branding details below and click Submit — you'll continue automatically once it's saved.

Step 5 of 6

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.

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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 6 of 6

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.

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Watch: What Happens After This

🏠 Join Your Private Partner Channel

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

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Say hello in #introductions — the community is waiting
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Share your niche — who do you serve? (HVAC, real estate, coaches…)
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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

You're all set!

Our team will be in touch within 24 hours.

🤝
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