Their one link.
During onboarding, the contractor only ever touches one page, tied to their location and reached by a magic link, no login, no password. It changes over time underneath them, so the only thing they have to remember is that one page. It keeps them out of GoHighLevel until they are ready. Here is how it changes.
How it changes over time
Checklist + upload
A short checklist plus an upload spot. "Upload and explain" for each before/during/after set. We have already pulled their logo and general photos, so the list is short on purpose. It also catches anything still missing, like a license number they did not have at checkout or on the call.
Sent right after the call.
"We're on it"
"We have everything we need. We are building your site. Check back in a few days." Nothing for them to do but wait.
Unlocks only when every checklist item is done, the photos AND anything still hanging, like that license number.
Approve or request a change
The live preview of their mini-site, with Approve or Request a change. One round of tweaks, not a yes/no, so a wrong phone number does not become a reluctant approval.
Unlocks once we have finished building and vetting has passed.
"You're live"
Confirms the site is live, with a link to the public page. This same page becomes their ongoing edit entry point.
Unlocks once they approve.
The mechanics that matter
- One persistent URL, magic link, no password.
- Approval is "Approve" or "Request a change," with one round of edits.
- Go-live is gated on two things: vetting passed, and at least one case study set with photos. The page does not reach Review until both are true.