Client Onboarding

Step-by-step guide for onboarding a new client into Gridlink.

1. Create the Client

Go to Clients > + Add Client

Enter the client name

Select applicable Capabilities (Digital Marketing, AI Advisory, MSP)

If Digital Marketing is selected, optionally link a GHL location

Add any notes

Click Create

The system assigns a gridlink-client-XXXXXX ID automatically.

2. Add Client Employees

On the client detail page, click + Add Employee

Enter first name, last name, email, phone

Check "Set as main contact" for the primary point of contact

If the employee exists in GHL, use the Link to GHL user dropdown to associate them

Each employee gets a gridlink-person-XXXXXX ID.

3. Configure Capabilities

Each capability assigned to a client may have its own configuration.

Digital Marketing

Digital Marketing clients use GoHighLevel (GHL) as the execution platform. Gridlink syncs data from GHL for reporting, enrichment, and cross-team visibility.

Required setup:

GHL Sub-Account Link — In the Digital Marketing capability section, enter or select the GHL location ID to link the client to their GHL sub-account.

Location API Key — This is required for Gridlink to sync contacts, opportunities, campaigns, and other data from GHL.

- Log into GoHighLevel

- Switch to the client’s sub-account

- Go to Settings > Business Profile (or Settings > Company)

- Find the API Key section and copy the key

- Paste it into the Location API Key field in the client’s Digital Marketing section in Gridlink

- Click Test to verify it works

- Once saved, Gridlink will sync data at the configured interval (default: every 15 minutes)

What syncs from GHL:

Contacts (leads/prospects)

Opportunities (deals/pipeline)

Pipelines and stages

Campaigns (drip sequences)

Calendars and appointments

Tags

All synced data is read-only — Gridlink never writes back to GHL.

MSP

(Configuration fields coming soon)

AI Advisory

(Configuration fields coming soon)

4. Log Initial Activity

After onboarding, log the initial interaction:

On the client detail page, click + Log Activity

Select type (typically "Meeting" or "Call")

Summarize the onboarding conversation

This creates the first entry in the client’s activity timeline

5. Verify

Client appears in the client list

Correct capabilities assigned

Main contact set

GHL location linked (if Digital Marketing)

Location API key entered and tested (if Digital Marketing)

Initial activity logged