How to Set Up Your GoHighLevel Account Fast (Step-by-Step Tutorial for Beginners)

How to Set Up Your GoHighLevel Account Fast (Step-by-Step Tutorial for Beginners)

November 04, 20254 min read

Introduction: Why GoHighLevel Is the #1 Platform for Entrepreneurs

If you’ve been trying to manage your CRM, email campaigns, funnels, websites, and automations using five different tools, it’s time to simplify your workflow. GoHighLevel is the all-in-one marketing platform that lets you run your entire business from one dashboard.

In this guide, I’ll show you the fastest way to set up your GoHighLevel account—exactly how I do it for my own agency and clients. Whether you’re launching a new business or transitioning from tools like ClickFunnels or ActiveCampaign, this walkthrough will help you get started quickly and confidently.

Watch the full video here for a visual step-by-step:
🎥 What’s The FASTEST Way to Set Up Your HighLevel Account?


Step 1: Why GoHighLevel Is Worth It

Before diving into the setup, it’s important to understand why GoHighLevel is such a powerful tool.

HighLevel combines multiple essential tools in one place:

  • CRM and pipeline management

  • Funnel and website builder

  • Email and SMS automation

  • Online course and membership hosting

  • Call tracking and reputation management

  • Form and survey builders

  • Built-in scheduling tools

  • Community features similar to Skool

Instead of paying for multiple subscriptions, you can run your entire business for $97 per month on the Starter plan—or choose the Unlimited plan if you want to create unlimited sub-accounts.


Step 2: Choose the Right Plan

GoHighLevel offers two main plans:

  1. Starter Plan ($97/month) – Perfect for solopreneurs or small teams. Includes all the essential CRM, funnel, and automation tools.

  2. Unlimited Plan ($297/month) – Ideal for agencies or entrepreneurs who want to resell sub-accounts or manage multiple businesses under one dashboard.

The Starter plan allows up to three sub-accounts, while the Unlimited plan gives you unlimited access.

If you’re looking to build a business around GoHighLevel, reselling sub-accounts can be a game-changer. Many entrepreneurs use this strategy to create a recurring revenue stream by offering clients managed HighLevel accounts.


Step 3: Start Your Free Trial

To get started, visit https://www.wupscale.com/gohighlevel.

You’ll receive a 14-day free trial, and if you sign up using my affiliate link, you’ll also get:

  • Personal setup support during your free trial

  • Free access to my paid Wupscale community

  • Exclusive bonuses and templates to help you automate faster

Once you’re on the signup page, enter your company name, full name, email, and phone number. Choose your plan and add your payment information. Don’t worry—you won’t be charged until after the 14-day trial ends.


Step 4: Set Up Your Agency Account

Once you’ve created your account, you’ll arrive at your Agency Dashboard. This is your central hub for everything inside GoHighLevel.

You’ll first be asked to:

  1. Set a secure password

  2. Verify your email and phone number

  3. Enter your business billing address (for invoices and compliance)

  4. Choose your industry and goals (for onboarding purposes)

This takes just a few minutes, and it’s your foundation for managing all your future sub-accounts or client accounts.


Step 5: Understanding the Dashboard

After setup, you’ll see two main areas inside GoHighLevel:

  • Agency View: Manage your entire business or multiple clients.

  • Sub-Account View: Manage each specific client, funnel, or business separately.

From here, you can start building your:

  • Pipelines (for lead tracking)

  • Funnels and Websites (drag-and-drop builder)

  • Workflows and Automations (for follow-ups and nurturing)

  • Email/SMS Campaigns

  • Calendars and Bookings

  • Reviews and Reputation Management

Everything is integrated, so you never have to jump between tools again.


Step 6: Automate and Simplify

Once your account is ready, you can immediately begin automating key parts of your business.

Examples:

  • Set up an automation that sends an SMS after a new lead opts in.

  • Create a pipeline to track leads by stage (New Lead → Contacted → Closed).

  • Build an email sequence that nurtures leads for 7 days.

  • Use tags and triggers to personalize follow-ups automatically.

Within an hour of setup, you’ll have a working system that saves you hours of manual effort every week.


Step 7: Monetize Your GoHighLevel Account

Here’s the part most people overlook: You can sell GoHighLevel sub-accounts.

As a user on the Unlimited plan, you can create custom accounts for clients and charge them a monthly fee. For example, instead of having them sign up directly for $97/month, you can give them access for $70/month and still profit $20–$30 per client.

This means GoHighLevel can become not just a tool—but a business model.


Conclusion

Setting up your GoHighLevel account doesn’t need to be complicated. With the steps above, you’ll have your CRM, automations, and funnels ready to go in minutes.

If you’re serious about scaling your business with automation, GoHighLevel is one of the smartest tools you can invest in.

👉 Watch the full video tutorial here: https://www.youtube.com/watch?v=puW0ZKvX4vw
👉 Start your free 14-day GoHighLevel trial: https://www.wupscale.com/gohighlevel

Wupscale Marketing Agency - Actionable Meta ads tips and ecommerce growth tactics from a $5M+ media buyer. Learn what’s working now to scale DTC brands fast.

Wupscale Marketing Agency

Wupscale Marketing Agency - Actionable Meta ads tips and ecommerce growth tactics from a $5M+ media buyer. Learn what’s working now to scale DTC brands fast.

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