GHL onboarding — the day-one checklist

A2P registration. SMS templates. Pipeline stages. Calendar. The Heist day-one playbook.

The short answer

If you came here for the TL;DR — here it is in one paragraph: A2P registration. SMS templates. Pipeline stages. Calendar. The Heist day-one playbook. The longer version below has the framework, the math, and the specific moves we make on Heist client work.

Why it matters

Most contractors lose money on the topic of this post for the same reason: they've been told something true-but-incomplete by someone trying to sell them. The full picture changes the calculus. We see this play out every month in Monthly Momentum Meetings — the moment a contractor sees the real numbers, the strategy shifts.

How we do it on Heist client work

1. Audit first. We don't recommend changes before we understand the baseline.
2. Pick one lever. Most contractors try to fix five things at once and move none of them.
3. Ship the change. 2 weeks max from "we should" to "it's live."
4. Measure for 30 days. Then decide if it stays, expands, or gets reverted.

What this isn't

This post isn't a 5,000-word "ultimate guide" SEO-bait. We don't need to pretend a topic is more complicated than it is. If you have a specific question, book a call — we'll answer in 15 minutes.

Related

• The Answers library — TAYA-format depth on cost, problems, comparisons.
• Pillar guides — the frameworks we actually use.
• Case studies — what these moves look like in production.