FREE CHECKLIST FOR GHL AGENCY OWNERS

Don't hand off another GHL build until you've checked these 12 things.

The GHL Client Handoff Audit: 12 quiet failures that clients find before you do, each with a 2-minute test and a clear pass/fail.

12 Quiet Failures

2-Minute Tests

Pass / Fail Criteria

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This isn't for you if...

You already test every form, SMS number, calendar and Voice AI call on a real device before every launch, and your clients never message you after go-live.

Who this helps

It is for you if...

You've been texted “is this supposed to do that?” after launch.

You deliver GHL builds for clients and want fewer support surprises.

You want a repeatable pre-launch check instead of relying on memory.

Checklist Overview

What's inside

12 checks across four areas. Each one has what breaks, a 2-minute test, and a pass-if line.

Area 013 Checks

Capture and routing

Forms, workflows, pipelines.

Catches broken triggers, missing tags, orphaned opportunity stages, and unmapped custom fields.

Area 023 Checks

Messaging

Merge fields, SMS compliance, email deliverability.

Catches blank merge variables ("Hi {contact.first_name}"), 10DLC registration snags, and missing opt-out language.

Area 033 Checks

Booking and AI

Calendars, Voice AI and Conversational AI.

Catches conflicting timezone syncs, AI hallucination loops, unhandled fallback prompts, and dead calendar slots.

Area 043 Checks

Access and launch

Notifications, domains, payments, usage wallet and documentation.

Catches missing internal lead alert recipients, payment test-mode toggles, wallet balance lockouts, and DNS SSL delays.

Plus a scorecard and a fix list.

MUK

GHL

Author & Auditor

Who made this

I'm Muhammad Umair Khan. I've spent about four years building in GoHighLevel, including workflows, Voice AI and Conversational AI, funnels and pipelines. These are the failures I see most often.

Common Questions

Frequently Asked Questions

Yes.

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