Every guide, by category

35 guides. Each one is a job in plain English: open it, copy the prompt, paste it to Claude. Prefer to search? Use the searchable library.

Getting set up

• Give your setup a checkup

  One command answers both questions: is everything still working, and what am I not using yet?

  FreeAbout 1 min
• Install GHL Command

  One install, two short steps, whether you are on the Free plan or the full license. Nothing left to add later.

  FreeAbout 6 min
• Switch between client accounts

  Point Claude at any of your sub-accounts by name, and confirm which one is active.

  FreeAbout 10 sec
• Your first week with GHL Command

  The five things to do in order, so you find what is broken before your client does.

  FreeAbout 20 min

Contacts and leads

• Bulk tag and clean up

  Tag, untag, or update hundreds of contacts in one instruction, then save the group as a list.

  Full licenseAbout 2 min
• Count and report your contacts

  Ask for a number, get the real number, with the date range printed next to it.

  FreeAbout 10 sec
• Find and list contacts

  Pull a clean list into a spreadsheet you can open in Excel or Google Sheets.

  FreeAbout 1 min
• Weekly account report

  One ask, a full snapshot of the account's week: leads, pipeline, and conversations.

  FreeAbout 1 min

Automations

• Add an exit workflow

  Cleanly pull people out of a sequence when they reply, tag them, and get you notified.

  Full licenseAbout 5 min
• Audit your workflows

  Find silent failures and dead ends in existing workflows before your client does.

  FreeAbout 2 min
• Branch on tags and fields

  If they are a VIP, send this. Otherwise, send that. Built correctly the first time.

  Full licenseAbout 5 min
• Build a nurture sequence

  A follow-up machine that texts, emails, waits, and stops the second someone replies.

  Full licenseAbout 15 min
• Send GHL data to another app

  Push contacts into Slack, Sheets, Zapier, Make or your own software the moment something happens in GHL.

  Full licenseAbout 2 min
• What your AI bot knows, and where to put it

  Three places a bot reads from, one of which silently ignores your custom values.

  FreeAbout 5 min

Pipelines and sales

• Bill a client and see what you were paid

  Products, invoices, coupons, and the money reads, without opening the billing screen.

  Full licenseAbout 5 min
• Documents and contracts

  Proposals and contracts sent for signature and tracked from Claude.

  Full licenseAbout 5 min
• Stand up a pipeline

  Stages, fields, and tags for a new client in one conversation.

  Full licenseAbout 10 min
• Track and move opportunities

  Move deals between stages, update values, and see what is stuck.

  Full licenseAbout 1 min

Client builds and pages

• Clone and rebrand a site

  Rebuild an existing page for a new client, with a rights check and a review report.

  Full licenseAbout 30 min
• Page Studio: pages and sites

  Compose landing pages and full sites that render correctly in GHL.

  Full licenseAbout 20 min
• Reuse a build across client accounts

  Find your snapshots, share one, and know exactly what does not travel with it.

  Full licenseAbout 5 min
• The Blueprint: build a client account

  From intake form to a complete, reviewed account build you approve before it runs.

  Full licenseAbout 1 hour

Booking and calendars

• See and manage appointments

  Who is booked today, this week, or for a specific client, in one ask.

  FreeAbout 10 sec
• Set up a booking calendar

  A consult calendar with the right slots, buffers, and the right person attached.

  Full licenseAbout 10 min

Email and SMS

• Build email templates

  Reusable, branded templates created and edited without the GHL editor.

  Full licenseAbout 10 min
• Review your conversations

  Catch up on replies and unread threads across every channel.

  FreeAbout 1 min
• Send texts and emails

  Message any contact from Claude, in your voice, on the right channel.

  Full licenseAbout 30 sec

Content and social

• Courses and memberships

  Course outlines, lessons, and offers built in your membership area.

  Full licenseAbout 20 min
• Plan and check blog posts

  See what is published, check a web address is free, and get the next post written ready to paste.

  Full licenseAbout 10 min
• Plan social posts

  Queue posts as drafts across your connected social accounts, ready for you to publish.

  Full licenseAbout 5 min

Forms and reviews

• Create forms and read submissions

  Intake forms built to spec, and submissions pulled into a clean summary.

  Full licenseAbout 10 min
• Trigger links

  Create tracked links that fire automations when clicked.

  Full licenseAbout 2 min
• Watch your reviews

  See new reviews across clients without logging into each account.

  FreeAbout 30 sec

Account admin

• Account admin basics

  Users, phone numbers, exports, and the whole exit package the day a client leaves.

  Full licenseAbout 1 min
• Custom fields and objects

  The fields and records your niche needs, created correctly the first time.

  Full licenseAbout 5 min