Stop chasing clients for onboarding information over calls and emails. ghladmin lets GoHighLevel agencies build multi-page intake wizards that clients complete on their own — with answers writing automatically back into GHL contacts, custom fields, and tags. No Zapier. No copy-paste. No missed data.
GoHighLevel is excellent at CRM, pipelines, and automations — but it does not ship a dedicated client intake experience. Agencies fill that gap with whatever is at hand, and the results are predictably painful.
The most common pattern: a kickoff call where someone screen-shares and manually enters answers into GHL custom fields. It blocks a team member for 45 minutes per client, it scales with headcount rather than with revenue, and when the call runs long half the fields never get filled in.
The second pattern: a Google Form or Typeform connected to GHL via a Zapier zap. This works until the Zap misfires, the field mapping drifts when you rename a custom field in GHL, or the client submits answers that Zapier drops because the map does not cover every question. You end up with partial contact records and no visibility into where or why the data went missing.
A team member spends 30–60 minutes per client entering data into GHL. Doesn't scale. Errors creep in when the call runs long or gets rescheduled.
Fragile field mappings break when you rename custom fields. Zap errors drop answers silently. You find out when the contact record is missing data two weeks later.
Even when clients fill a form, someone still exports the responses and pastes them into GHL contact fields one by one — eliminating the time saving entirely.
ghladmin's wizard builder is drag-and-drop. Add pages, reorder questions, drop in decorative headings or statement blocks between questions to guide the client through each section. Every wizard supports 15 question types — short text, long text, email, phone, number, dropdown, multi-select, checkbox, date picker, file upload, signature, rating scale, slider, hidden fields, and section breaks — plus all standard GHL contact fields that map directly to the contact record on submission.
Conditional logic makes the wizard adapt to each client. Show or hide questions based on earlier answers, make a field required only when a certain option is selected, or jump the client to a different page based on their response. For example: “Do you have existing brand assets?” → Yes jumps to an asset-upload page, No skips it and moves to goals. Clients only see the questions relevant to them — the wizard feels shorter and more focused without sacrificing completeness.
One question at a time, keyboard navigation, progress bar, your logo and brand colors. Or switch to classic all-fields mode — the same wizard renders both ways. Clients complete intake at their own pace without scheduling a call.
Show or hide questions, make fields required, or jump to a page based on any prior answer. Build a single wizard that handles both simple and complex client situations without presenting every client with every question.
When a client submits the onboarding wizard, ghladmin writes every answer directly to GoHighLevel via the official API — no Zapier, no Make, no middleware that can silently drop data. Standard contact fields update the GHL contact record. Custom fields you've created in GoHighLevel appear as mapping targets automatically — just drag a question to its target field. Tags specified in the wizard apply to the contact on submission. Any answer that doesn't have a field mapping saves as a contact note so nothing is ever lost.
"What is your business name?"
"Which package did you choose?"
"Primary brand color (hex)"
"What are your top 3 goals?"
Most onboarding tools tell you the overall completion rate. ghladmin shows you per-step drop-off analytics — for each page and each question in a conversational wizard, you can see exactly how many clients reached that step and how many moved on. If 80% of clients complete the first two pages but only 40% make it through the third, the problem is visible immediately. Trim or reorder the questions that cause abandonment without guessing.
Partial submissions are captured even when a client doesn't reach the final page. The submissions list in your dashboard shows every started wizard alongside its completion status, so you can follow up with clients who got partway through and stopped. When a wizard is fully completed, HMAC-signed webhooks fire immediately — use them to kick off a GoHighLevel workflow, send a welcome sequence, or trigger any downstream automation.
See completion rates for each individual question in a conversational wizard. Know which question is causing abandonment and fix it without guessing.
Clients who start but don't finish are still recorded. The submissions list shows completion status so you can follow up proactively.
Completion triggers a signed webhook — kick off a GHL workflow, send a welcome email sequence, or push data to any external system securely.
GoHighLevel gives you a CRM to store client data but no native self-serve intake wizard. Most agencies bolt something together. Here is what that looks like compared to a purpose-built onboarding wizard with direct GHL writeback.
With ghladmin you build a multi-page onboarding wizard using a drag-and-drop builder — 15 question types, conditional logic, decorative headings between sections. Share a public link or embed it on your site. When a client completes the wizard, their answers write directly back to the matching GHL contact: standard fields update the contact record, custom fields fill in, tags apply, and anything unmapped saves as a contact note. No Zapier, no manual re-entry.
Yes — that's the whole point. ghladmin wizards are designed for self-serve completion. Share a public link by email or SMS, or embed the wizard inline on your website (auto-resizes) or as a popup button. Clients complete the intake on their own time. If they leave mid-way, their progress is saved in the browser so they can resume exactly where they left off without starting over.
Yes. Every question in the wizard is mapped to a GHL contact property — standard contact fields (name, email, phone, address) or any custom field you've already created in GoHighLevel. On submission ghladmin creates or updates the GHL contact and fills in every mapped field. Answers with no mapping are saved as a contact note, so no data is ever lost. There is no Zapier or middleware step required.
Yes. Duplicate any wizard to another client location in one click — the full field mapping, conditional logic, branding, and question structure copies over instantly. With unlimited sub-account support you can maintain a master onboarding wizard and spin copies to each new client location without rebuilding anything.
Build your first onboarding wizard in minutes. Free to start — your clients are already waiting to fill it out.
Get started freeghladmin is an independent tool built on the official GoHighLevel API and is not affiliated with GoHighLevel.