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WeSolve Digital · Guided HighLevel Onboarding

Advanced HighLevel account setup, without the guesswork.

Get your CRM account configured with expert guidance, hands-on implementation and a clear plan for using it in your business. WeSolve Digital sets you up on LeadMagno, our CRM and automation platform built on HighLevel, then helps you understand the tools and documents how your setup works.

Five 1-hour sessionsDone-with-you setup$1,000 USD one-time
Book Your Setup Consultation (opens in a new tab)Explore LeadMagno Core

Booking a consultation does not purchase the service. We confirm your requirements and scope first.

Who it's for

Built for teams that want a working CRM, not another unused login

This onboarding service suits businesses that want guided, structured help getting their account set up properly and want to manage it confidently afterward.

NEW ACCOUNTS

Starting fresh on the platform

You are new to LeadMagno or HighLevel and want the foundations configured correctly from the start.

MOVING SYSTEMS

Leaving spreadsheets or another CRM

You want help planning what to bring across and how your existing process should work in the new account.

SELF-MANAGING TEAMS

Learning to run it yourselves

Your team wants practical training and documentation so you can operate and maintain the account after handover.

The onboarding package

What's included for $1,000 USD

Eight service components, delivered by WeSolve Digital as a guided, done-with-you setup. You work alongside our team to create a usable account and learn how to manage it.

01 / CONSULTING

Five one-hour consulting sessions

Five scheduled one-hour sessions within one month, focused on configuring your account and learning the software.

02 / CONFIGURATION

Done-with-you CRM account configuration

We configure your account together, based on the business requirements and assets agreed at the start.

03 / GUIDANCE

Dedicated onboarding and implementation guidance

A dedicated WeSolve onboarding contact helps set priorities and connect platform features to your business processes.

04 / TRAINING

Software training and workflow best practices

Hands-on walkthroughs and practical recommendations for organizing your account and managing everyday work.

05 / RECORDINGS

Recorded consulting sessions

Recordings of the sessions for later reference, subject to attendee consent and recording availability.

06 / DOCUMENTATION

Personalized setup documentation

Documentation of your configured account and process guidance your team can refer back to.

07 / SNAPSHOT

Snapshot or export of your account

A snapshot or export of the configured account, where the platform supports it for the assets involved.

08 / MIGRATION

Guided migration and integration assistance

Guided help with moving data and connecting supported tools, within the scope agreed before work begins.

The five sessions

What the consulting sessions cover

A typical session plan. The exact focus of each session is adapted to the scope we agree with you at the start.

  1. SESSION 01

    Discovery and foundations

    Your goals, current tools and process, plus account access, users and core settings.

  2. SESSION 02

    CRM structure

    Contacts, fields, tags, pipelines and calendars configured around how you sell and serve.

  3. SESSION 03

    Communication and automation

    Forms, message templates and the agreed follow-up workflows, set up and explained.

  4. SESSION 04

    Migration, integrations and testing

    Guided data import and supported connections in scope, then testing of the configured processes.

  5. SESSION 05

    Training and handover

    Team walkthrough, best practices, documentation review and next steps.

Our process

Four steps to a working foundation

The five consulting sessions are scheduled within one month and follow the same four steps.

STEP 01

Discover

Review your business, current tools, goals and the account configuration you need.

STEP 02

Configure

Build the agreed account structure and essential software settings together.

STEP 03

Test

Walk through the setup, validate the configured processes and adjust where needed.

STEP 04

Handover

Provide session recordings, setup documentation and an account snapshot or export, where supported.

Built on LeadMagno Core. Your account is set up on the same CRM and follow-up foundation WeSolve uses for every client implementation.

Explore LeadMagno Core
Clear scope

Guided onboarding, not an unlimited development package.

Included in the $1,000 USD service

  • Five one-hour consulting sessions within one month
  • Done-with-you configuration of one agreed account
  • Onboarding guidance, training and best practices
  • Session recordings, documentation and a snapshot or export, where supported
  • Guided migration and integration assistance within the agreed scope

Requires additional work or fees

  • Ongoing LeadMagno subscription
  • Third-party subscriptions and usage fees, such as phone, SMS, email or AI usage
  • Consulting time beyond the five sessions
  • Large or complex data migration beyond the agreed scope
  • Custom integrations, API development or custom code
  • Voice AI phone agents, offered as a separately scoped and quoted Vapi + HighLevel voice AI integration service

We confirm your plan, access, integrations and migration needs before work begins, so any extra work is quoted up front.

Common questions

Before you get started

Is the $1,000 USD price a one-time payment?

Yes. Advanced Account Setup & Onboarding is a one-time service fee of $1,000 USD. It does not include an ongoing LeadMagno subscription, third-party subscriptions or usage fees, which are separate.

Does booking a consultation purchase the service?

No. Booking a consultation is a conversation about your needs. We confirm the scope and next steps with you before any service is agreed or paid for.

Are the five consulting sessions completed in one month?

Yes. The service includes five one-hour sessions scheduled within one month, subject to mutually agreed scheduling.

Is this training delivered by HighLevel?

No. Onboarding is delivered by WeSolve Digital. Your account runs on LeadMagno, WeSolve's CRM and automation platform built on HighLevel. Learn more about LeadMagno Core.

Will you configure an account for my business?

Yes. The service includes done-with-you configuration of an agreed account, alongside onboarding guidance and training.

Does migration or third-party integration work come with the service?

Guided migration and integration assistance is included within the agreed scope. It does not include unlimited data migration, custom integrations or API development. Feasibility and any additional costs are confirmed before work begins.

Get set up with confidence

Ready to set up your CRM the right way?

Talk with WeSolve Digital about your account, your onboarding needs and what we'll accomplish together during the five-session setup.

Advanced Account Setup & Onboarding · $1,000 USD one-time. Booking a consultation does not purchase the service.

Book Your Setup Consultation (opens in a new tab)