White Glove 1 on 1 Client Onboarding Services
Scale Your HighLevel Agency Without Hiring More Staff
Extendly's White-Label White-Glove Onboarding helps HighLevel agencies increase capacity, improve client retention, and deliver a professional onboarding experience without building an internal onboarding team.
Loved by Agencies. Rated #1 by Users.
Trusted by 5,000+ Agencies since 2021
Watch How Extendly Helps HighLevel Agencies Scale Without Hiring
Every New Client Should Increase Revenue
Not Increase Workload. You worked hard to close the sale. Then reality hits. Every new client requires:
A2P Registration
Domain Setup
Email Configuration
Calendars
Integrations
Client Training
Follow-Up
What started as growth quickly turns into operational chaos. Most agency owners don't have a lead problem. They have a capacity problem.
The Cost Of Doing It Yourself
Growth Starts Feeling Like More Work. When onboarding is handled internally.
The result?
Growth slows down.
Not because you can't sell.
Because your systems can't keep up.
Doing It Yourself
Team members get overwhelmed
Training becomes inconsistent
Support tickets increase
Clients get frustrated
Churn rises
Agency owners become the bottleneck
The Team Behind Thousands Of HighLevel Agencies
Since 2021, Extendly has helped more than 5,000 agencies support, onboard, and scale.
We've already built the onboarding process.
We've already trained the team.
We've already solved the operational challenges.
You don't need to reinvent the wheel.
You can plug into a proven system that works.
Our Simple 3-Step Process
Step 1
Complete Your Intake
Our team installs the onboarding system inside your account. We build an entire SOP to learn exactly how to onboard your clients. From there we become your official onboarding team.
Step 2
Extendly Handles Setup & Training
Our certified HighLevel specialists assist with:
A2P Registration
Domain Setup
Email Configuration
Calendars
Phone Setup
Client Training
Step 3
You Focus On Growth
While we handle onboarding, you focus on:
Sales
Partnerships
Retention
Revenue Growth
How It Works
STEP 1
Your client signs up through your funnel
STEP 2
The next page is our onboarding form
STEP 3
They schedule two calls
STEP 4
You get all the credit
“Answered all my questions with confidence”
“Just finished my onboarding with Carolina and Valentina and they were fantastic!! Very thorough and answered all my questions with confidence. I'm looking forward to my next session tomorrow.
Neater Heat Ltd
Extendly Customer
What’s Included in White-Labeled Onboarding by Extendly
01 The Ultimate Done-For-You Onboarding Snapshot
Includes our Onboarding Form so your clients can give us the details we need to onboard them effectively
Comes with a 7-Day After-Purchase Email Sequence that walks clients through key features, one day at a time
Includes a 30/60/90-Day Check-In Sequence (email + SMS) to help you stay in touch and ensure long-term client success
02 Customized Onboarding SOP for Your Agency
We’ll create a step-by-step onboarding SOP that maps out exactly how your clients should be onboarded including any custom preferences specific to your agency. Our onboardings are customized to your agency, no cookie-cutter scripts.
03 Mock Onboarding Call (Optional)
Experience the full onboarding process as your clients would—before sending them our way.
04 Two 1-on-1 Zoom Calls
Tech Setup Call (1 Hour): We’ll get all the tech stuff set up including A2P, domains, custom email domain, webchat widget, social media integration, custom value set up, and more.
Training Call (1 Hour): This is where we roll up our sleeves and show your clients how to actually use the system in real life. No tech overload, just the daily tools, habits, and features they need to know. Plus, we tailor it to your agency’s setup so everything makes sense.
05 All Zoom Calls Recorded
Every call is recorded and sent to both your client and you, so they can revisit it anytime, and you can keep tabs without having to be on the call.
06 Group Onboarding Calls for Snapshot Set Up
Need help getting any of the snapshots set up? We got you covered, at your own pace book an onboarding call with our team to get your snapshot set up
06 Post-Onboarding Summary + Recording
Includes a full recap and links to their recordings for future reference.
“Blown away by the experience”
Blown away by the experience so far and glad I opted for the full package. Still going through onboarding and setup and Carolina has been amazing to work with. Very professional, super thorough and a pleasure to deal with.
Daniel Cadden
Extendly Customer
What Success Looks Like
Imagine Your Next 50 Clients. Imagine signing a new client and knowing:
The onboarding is already handled
The training is already scheduled
The setup is already covered
Your team isn't overwhelmed
Your clients feel confident
You have more time to grow
That's what operational leverage looks like. That's what Extendly delivers.
Everything Needed To Deliver A World-Class Onboarding Experience
White-Label Delivery
Branded Onboarding Forms
Technical Setup Assistance
A2P Registration Guidance
Domain Configuration
Email Configuration
Calendar Setup
Integrations
Client Training Sessions
Follow-Up Documentation
Recorded Calls
Dedicated Specialists
Proven Processes
More Agency Capacity
White-Label Onboarding Pricing
Starter Pack
$447
$149
Cost per Onboarding
What’s Included
3 Onboarding Credits
Onboarding Credits Never Expire
Recharge As You Run Low
Done For You Onboarding Setup
Growth Pack
$1,299
$129
Cost per Onboarding
What’s Included
10 Onboarding Credits
Onboarding Credits Never Expire
Recharge As You Run Low
Done For You Onboarding Setup
Agency Pack
$2,475
$99
Cost per Onboarding
What’s Included
25 Onboarding Credits
Onboarding Credits Never Expire
Recharge As You Run Low
Done For You Onboarding Setup
Why Agencies Trust Extendly
5,000+ Agencies served since 2021
Your clients are in experienced hands.
Zero Risk. Complete Confidence.
Try Extendly's White-Label White-Glove Onboarding with confidence. If you're not satisfied within the first 30 days, we'll refund your investment.
No risk. No long-term commitment. Just a proven system designed to help HighLevel agencies scale.
The Choice Is Simple
You can continue:
Hiring
Training
Managing
Troubleshooting
Running onboarding calls
or
You can:
Leverage a proven system already trusted by thousands of agencies. Every month you delay is another month spent building an onboarding department instead of growing your agency.
Stop Building An Onboarding Department
Start Building A Bigger Agency. Extendly helps HighLevel agencies scale without hiring more staff by providing white-label, white-glove onboarding delivered under your brand.
Guarantee
30-Day Money Back Guarantee
No Risk
No Long-Term Commitment
Just Results
More clients. No hiring headaches.
Got Questions? We’ve Got Answers!
What is White-Label White-Glove Onboarding?
Extendly provides onboarding services under your brand, helping your clients get setup and trained while you maintain the relationship.
Does Extendly work with HighLevel agencies?
Yes. Extendly specializes in supporting HighLevel agencies and has served more than 5,000 agencies since 2021.
What does onboarding include?
A2P Registration guidance, domains, email configuration, calendars, integrations, client training, and onboarding support.
Do my clients know Extendly is involved?
The onboarding experience is delivered as a white-label service under your brand.
Is there a contract?
No long-term commitment is required.
Is there a guarantee?
Yes. Extendly offers a 30-Day Money Back Guarantee so you can move forward with confidence.
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