What clients see
Your name, your logo, your color. Never ours. Five kinds of page, all built for a phone.
01
The questionnaire and the account setup a new client has to finish.
The onboarding questionnaire in three parts: the business, the texting details, and what you need from them to start their reviews and their website. A logo and up to four more files. The consent line for texts sits under the mobile field, with your agency name in it. Everything saves in their browser as they type. One Submit, and the link is done.
Every answer in the client folder and in HighLevel, the files, and the transcript.
The steps a new client must do inside their HighLevel account: connect Google Business Profile, connect Facebook, connect Instagram, confirm hours and categories, confirm who gets review alerts, confirm the text opt-in sentence is live, connect other listings. Each step has a one-line why, a button into the right screen, Done, and Skip where the step is optional. The required ones can't be skipped.
A webhook per step and one when the required steps are done. You can mark a step done from admin when you did it for them.
02
The work goes out as one link, and the client decides on their phone.
The round, one item at a time. The image or video, a switch between the feed and story crops when both exist, the copy beside it, and any question you want answered about that item. Under each item, three choices and a comment box that opens when they pick a change. A bar at the bottom counts decided items and holds the Send button.
Every decision, every comment, a transcript, and the approved items locked so nobody touches them in round two.
One page. Their preview site opens in a new tab, never in a frame. Two buttons: Approve, and Request changes with a comment. After Approve they see a receipt of what they approved and when.
The decision, the comment, and a seven-day clock when they asked for changes.
03
After the work, ask how it went and open the door to Google.
"How was working with us." Five stars, a few sentences, their name and business as they want it shown, and a permission checkbox. The wording they agreed to is saved with the time they agreed. After Save, one button: Post this on Google. It shows for every rating. One star included.
The quote, the permission, the timestamp, and whether they pressed the Google button.
Platform
Your clients see your name, your logo, your color. They never see ours.
Every press writes a submission and a transcript, and nobody edits either afterwards.
Each event posts to your HighLevel webhook. Your texts and emails still go out from HighLevel. This tool sends none.
A link lives fourteen days. When the client asks for changes, their clock stops and you get seven days.
Links are long random codes, and only a scrambled copy is stored. Files stay private. There is no client login to break into.