Onboarding clients sucks up way too much of your time. You didn’t start your agency, SaaS or HighLevel resale business to become a part-time tech support rep. But here you are, stuck on Zoom, walking each client through domain setups, integrations, calendars… again.
You’ve got bigger plans. And yet, your calendar’s clogged with the same repetitive onboarding calls that slowly kill your momentum and maybe even your spirit.
Worse? Clients get overwhelmed. They ghost. They churn before they ever get to experience the magic of your offer.
That’s where Extendly onboarding swoops in like the white-label superhero you didn’t know you needed.
Let’s talk about how to fire yourself from onboarding, keep clients happy and finally free up your time to grow the business you actually want.
What Is Extendly Onboarding?
It is your done-for-you, white-label onboarding dream team. Think of it as hiring an expert HighLevel setup crew without the payroll, stress or training headaches.
They onboard your clients for you, under your brand.
Here’s the kicker: they do it better than most in-house teams, and they’ve got the receipts to prove it.
Here’s what they tackle for you:
- Tech setup (domains, phone numbers, integrations)
- Platform training (HighLevel features, custom workflows)
- Full white-label experience (your branding, your face)
- Ongoing support (so you’re not pulled back into the weeds)
Sound too good to be true? Not when you see how it all works.
How It Works?
This isn’t some vague “we’ll figure it out” setup. Extendly’s onboarding process is airtight. Every step is designed to save your time, reduce client churn, and wow your customers right out the gate.
Here’s the breakdown:
Step 1: The Welcome Zone
After your client buys, they’re whisked away to a thank-you page with an explainer video (already done for you). No guessing, no waiting. They know exactly what’s coming next.
Step 2: The Survey & Booking
Your client fills out a simple pre-onboarding survey, then picks times for two calls:
- A 1-hour Tech Call
- A 1-hour Training Call
That survey gives the Extendly team everything they need to tailor the setup perfectly. You don’t lift a finger.
Step 3: The Pre-Work Magic
Using that info, Extendly pre-configures your client’s HighLevel sub-account. Custom values. Settings. Everything’s ready before they ever hop on Zoom.
Step 4: The Tech Call
One hour. That’s all it takes to knock out the big stuff:
- Domain setup
- Calendars
- Phone numbers
- Social media integrations
- Google My Business
- All the “ugh, not this again” stuff you hate doing
You get the call recording and a recap report. Boom.
Step 5: The Training Call
Now it’s go time. Your client learns how to actually use the system day-to-day. Booking, automations, email, CRM, you name it.
Again, you get the call recording. Extendly makes sure your client isn’t just set up, they’re set up to succeed.
What’s Included in Every Onboarding?
Honestly? Everything you wish you had time for:
- A 1-on-1 Tech Call (60 minutes)
- A 1-on-1 Training Call (60 minutes)
- Zoom recordings + session reports
- Setup of domains, integrations, calendars, phone systems, etc.
- Full customization using your white-labeled snapshot
- Spanish or English onboarding (you choose)
- Training on the features you specify
- A mock onboarding call with your team (so you know exactly what your clients experience)
- The Ultimate DFY Onboarding Snapshot
- A quick-start snapshot for your clients
- Fully documented SOPs tailored to your agency
It’s like handing your clients a full-service concierge instead of a map and a “good luck”.
Pricing Options: Choose Your Onboarding Package
Whether you’re onboarding five clients a month or fifty, Extendly scales with you.
- 5 onboardings: $149/each ($745 total)
- 10 onboardings: $129/each ($1,299 total)
- 25 onboardings: $99/each ($2,475 total)
Once you pre-pay, you’ve got those sessions ready to go. Sell a package? Just send the client through the Extendly funnel. Easy.
And yes, you can buy onboardings by themselves without needing other Extendly services. No strings.
Your clients stay happy. You stay out of it.
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Still Want Control? You’ve Got It.
You can hop on the onboarding calls. Just let them know and you’ll be on the invite.
Want the onboarding customized to focus on certain features (like reputation management or automations)? They’ll tailor it.
Need the snapshot fully documented, mapped and ready to roll? Already done.
This is your system. They just do the heavy lifting so you can stop living in Zoom and start living in scale.
What If My Clients Need More Help Later?
The onboarding calls get them started. But let’s face it, some clients need a little extra TLC.
Extendly solves this, too. How?
- 24/7 chat and Zoom support
- Dedicated support plans available
- No ticket backlogs or “we’ll get back to you in 3–5 days” nonsense
- Your clients think it’s all from you, fully white-labeled
Final Thought: You Can’t Scale With Your Calendar Full
If you’re still onboarding every client manually, you’re the bottleneck. You can’t grow like that. You won’t grow like that.
Extendly Onboarding isn’t just a “nice to have.” It’s the unlock to scale without adding headcount, stress or duct-taped solutions.
Your clients will be happier. You’ll finally have breathing room. And your business will stop depending on whether or not you have time to jump on a Zoom call.
So what are you waiting for?
Offload your onboarding. Reclaim your time. Scale like a pro.