I modified two of the resources for my Review Management System so that they are generic and unbranded. They are the two onboarding guides. See links below. Please open them >> File >> Make a copy so that you can edit your own.
- Main Onboarding Guide: https://docs.google.com/document/d/1ou2JOHhyKqx0tksPu9MM7nsfINhhW2jRgV9FuB-bRmk/edit?usp=sharing
- Phone and A2P Registration Guide: https://docs.google.com/document/d/1DeEiNhGrsY8_ToX5tJob_SZcXZGlmPePPowav3nculE/edit?usp=sharing
I also created an unbranded onboarding video that you can provide for your clients. In GHL, you can upload the video into a website via the "Hosted Video" selection under "Video Type" when you create a video element in your website builder. Then, you can provide that page URL to your clients to watch the onboarding guide.
and I went through an entire agency-side set up (not client-side), so if you want to put this together for yourself, I highly recommend watching this Loom: Then, go back to this post to collect the rest of the resources (I edited this post so that it also has the updated resources):