If you run a digital marketing agency, you know the pain: onboarding new clients into your CRM takes forever. Setup tasks get scattered across different platforms, your team wastes time hunting for training videos, and progress tracking feels impossible. That's where SubAccount Launchpad in GoHighLevel changes the game.
SubAccount Launchpad is a guided, interactive onboarding experience built directly into GoHighLevel that centralizes all your first-step tasks, video walkthroughs, and progress tracking in one place. Instead of juggling spreadsheets and multiple resources, your team gets productive faster—and your clients see results sooner.
In this guide, I'll walk you through exactly how to use SubAccount Launchpad to streamline your agency's onboarding process. And if you haven't tried GoHighLevel yet, I've got you covered: start a FREE 30-day trial here and see why thousands of agencies run their entire business on one platform.
What Is SubAccount Launchpad and Why It Matters
SubAccount Launchpad is a centralized onboarding hub inside GoHighLevel that guides your teams through essential setup tasks, offers video walkthroughs, and tracks progress in real time. Think of it as your agency's personal onboarding assistant.
Here's why it matters:
- Faster productivity: Instead of piecing together documentation, your team gets a clear roadmap of what to set up first.
- Consistency: Every client onboarding follows the same proven process, reducing mistakes and gaps.
- Scalability: As your agency grows and takes on more clients, Launchpad scales with you—no additional overhead.
- Measurable progress: Track completion rates and see exactly which team members have finished which tasks.
If you're managing multiple sub-accounts for different clients, Launchpad prevents chaos and keeps everyone aligned.
How SubAccount Launchpad Works
SubAccount Launchpad operates at two levels in GoHighLevel: the agency level and the sub-account (location) level. Both experiences are guided and interactive.
At the agency level, Launchpad helps you set up your main GoHighLevel account. This includes configuring user roles, integrating payment processors, setting up email integrations, and establishing your foundational workflows.
At the sub-account level, Launchpad guides you through client-specific setup. Each sub-account represents a separate workspace for one of your clients, so Launchpad customizes its tasks to that client's industry, business type, and needs.
The interface presents tasks in a logical order—you're never confused about what comes first. Each task includes:
- A clear description of what needs to be done and why
- Step-by-step video walkthroughs embedded right in the interface
- Links to relevant settings and features
- Checkboxes to mark tasks complete as you go
💡 Pro Tip
You don't have to complete Launchpad tasks all at once. Your progress is saved automatically, so you can pause and return whenever you're ready. This makes it perfect for agencies that onboard clients gradually.
Role-Based Permissions and Adaptive Onboarding
One of the smartest features of SubAccount Launchpad is how it adapts to your team's roles and permissions. Not every team member needs to see every setup task.
GoHighLevel's permission controls ensure that:
- Admins see all setup tasks, including billing, user management, and integrations.
- Team members see only tasks relevant to their role—for example, a marketing specialist might only see content creation and campaign setup tasks.
- Client team members can have limited access to Launchpad, ensuring they only see what's appropriate for their level.
This role-based approach accomplishes two things: it reduces overwhelm for team members who don't need full visibility, and it keeps your account secure by controlling who can access sensitive setup areas like billing and integrations.
This is built into GoHighLevel. Try it free for 30 days →
Key Benefits for Your Agency Team
Using SubAccount Launchpad delivers measurable benefits that directly impact your bottom line and team satisfaction.
Faster Onboarding Cycles
Without Launchpad, onboarding a new client might take weeks of scattered effort. With Launchpad, outcome-oriented setup actions are presented in the right sequence, cutting onboarding time in half. Your team moves from account creation to campaigns in days instead of weeks.
Outcome-Oriented Setup Actions
Launchpad doesn't just list random tasks. Every action is tied to a specific outcome—setting up email integrations leads to email campaigns, configuring SMS leads to SMS marketing, and so on. Your team stays focused on what actually drives client results.
Built-In Video Walkthroughs
Instead of searching for YouTube tutorials or support docs, your team watches embedded video walkthroughs right in Launchpad. This cuts down on support tickets and keeps team members moving forward without getting stuck.
Real-Time Progress Tracking
You see exactly which tasks have been completed, which are in progress, and which haven't been started. This visibility helps you identify bottlenecks and keep onboarding on schedule.
Consistent Client Experience
Every client gets the same high-quality onboarding experience. There's no "Bob handled this client differently than Jane." Consistency builds trust and reduces errors.
How to Access and Use Launchpad
Getting to SubAccount Launchpad is straightforward. Here's the step-by-step process:
Step 1: Log Into Your GoHighLevel Account
Sign in to your agency account or navigate to the specific sub-account you want to work with.
Step 2: Look for the Launchpad Icon
In the main navigation, you'll see a "Launchpad" option or icon. This is typically located in the left sidebar near your account settings.
Step 3: Review Available Tasks
Once in Launchpad, you'll see a list of all available setup tasks organized by category (e.g., Integrations, Email, SMS, Contacts, etc.). Tasks show completion status at a glance.
Step 4: Start with Task One
Begin with the first task in the sequence. Don't skip ahead—the order matters because later tasks often depend on earlier ones. For example, you should set up your email integration before creating email campaigns.
Step 5: Watch Videos and Follow Instructions
Click into a task and you'll see the video walkthrough, detailed instructions, and direct links to the relevant settings. Follow along and check the box when complete.
Step 6: Track Progress
As you and your team work through tasks, you'll see real-time progress updates. Use this to manage your onboarding timeline and spot any delays.
Launchpad for Ongoing Setup and Training
Here's something many agencies miss: Launchpad isn't just for initial onboarding. It's a living resource you can return to anytime.
As GoHighLevel adds new features or your team grows, you can revisit Launchpad to:
- Refresh your knowledge on features you haven't used in a while
- Train new team members without creating your own training materials
- Explore advanced features after you've mastered the basics
- Ensure compliance with your onboarding standards across all clients
Many of the top agencies we work with use Launchpad as their internal training standard. Instead of managers manually walking new hires through setup, they point them to Launchpad. It's faster, more consistent, and frees up your experienced team members to focus on strategy.