Welcome To Scale Systems™ GHL Import

Getting your GHL account fully set up can be a tedious process. We simplify the set up with a quick import form to fast-track you to a dialed-in CRM and an approved A2P registration, without the stress.

What is this form for? This form ensures smooth email & SMS sending and delivery for your soon-built workflows. Without this set up, emails & SMS may not perform to standard.

Let's get started 👇

Where is your domain hosted? *

We recommend integrating a subdomain before bringing over your root domain. We'll use a subdomain if you have a live website. Mark as N/A if you don't own a registered domain.

If your domain is hosted on GoDaddy, follow this step-by-step guide to give the OS Team delegate access to your GoDaddy domain, and we will handle the connection for you. Skip this step if you don't use GoDaddy.

If you use a GoDaddy domain, where you able to follow these steps to give delegate access to the OS Team?

Yes

What is the domain you would like to add to your account?

Do you want a branded domain set up for you? *

Yes

A branded domain set up means your links such as calendars will represent your brand name in the URL. We highly recommend this.

Step 2: Email Sending Domain

We recommend setting up a dedicated email sending domain to improve your email sending. We would use the domain provided in step 1 to create the dedicated sending domain that matches your website domain. Email Pricing.

Do you give us permission to add a dedicated sending domain to your account?

Yes

Step 3: Getting A Phone Number

Follow this step-by-step guide to get a phone number inside GHL that will be used to send automated SMS messages to your leads and clients.

Have you successfully purchased a phone number inside GHL?

Yes

Step 4: A2P Registration

The A2P registration is a regulatory framework and messaging standard that enables businesses to send A2P (application-to-person) SMS's. You'll just need to submit a few business details, we'll handle the rest :)

Watch this short walkthrough video to complete your A2P registration quickly and correctly.

If you need more guidance on your A2P registration, email: success@teamos.ai

Have you added your infomation to the trust centre to register your A2P? *

Yes

Your A2P registration can take anywhere between 1-2 days and 1-2 weeks to get approved. This is out of our control, but we always do everything we can to get approved as quickly as possible for you. Fortunately this doesn't effect or slow down the rest of the project.

Step 5: Import CSV Contacts

If you have an existing list of contacts you would like to add to your GHL account, watch this short walkthrough to complete your CSV file upload. If non-applicable, please skip this step.

Upload CSV File of contacts here:

(:Optional) Upload Email Templates PDFs & Images needed:

Step 6: Scale Systems™ Access To Zapier

The easiest way to grant Scale Systems™ access to your Zapier to configure and test your new workflows is through simple log-in. Use a password you are comfortable with our team having access to.

As your trusted partner, we'll keep your account information 100% confidential and no third party access will be granted without your permission.

if you don't have an account, Click: Create Account

Enter Your Zapier Account Log-in Information *

Your Email
Your Password

Step 7: Contact Information

Full Name *

Company Name *

This will be the name of your account

Email *

Phone *

Instagram

Step 8: Confirmation

Thank you for taking the time to complete your GHL import. The technical and sometimes tedious part is now complete, we have everything we need from your end and you are good to sit back and relax. Great work!

Our team will take your Done-For-You systems configuration the rest of the way. We'll keep you up to date with regular communication and updates.

We are fully committed to delivering results you exceed your expectations and can't wait to start building. If you have any questions in the meantime, please feel free to reach out.

I have filled out all required information and I'm ready to get started *

Please Confirm

Next steps? You can now schedule in your onboarding call with us.

Scale Systems