Echosetter | Onboarding & Ghost Support — White-Label GHL Client Delivery
System 02 of 04

Onboarding & Ghost Support

We take your onboarding calls for you — under your brand. Our proprietary backend turns your service into a productised, repeatable delivery your clients experience as premium from day one.

ONBOARDING SYSTEM WALKTHROUGH
The Real Differentiator

We Don't Just Build.
We've Productised
the Entire Delivery.

Most agencies can't scale because they never figured out how to package and deliver consistently. We've already solved that. Our proprietary backend — built on ClickUp, white-label funnels, and structured delivery workflows — means you can sell a polished, premium service from day one without writing a single SOP.

⚙️
Proprietary Delivery System
Every client goes through the same proven backend. Consistent results regardless of volume.
🏷️
Sell Without Building the Backend
You close the deal. Our systems handle how it gets delivered. No SOPs to write, no team to manage.
📈
Scale Without Adding Headcount
Our infrastructure absorbs your growth. More clients, same operational overhead on your end.
How It Works

Five Things That Happen
Every Time You Close a Deal

01
White-Label Zoom

We Take Your Onboarding Call For You

Our team runs the Zoom under your brand. Your client meets "your team" — they never see Echosetter. We handle the entire session: context gathering, expectation setting, next steps. You don't even need to be on the call.

Zoom — Onboarding Call
👤 Your Agency
👤 Echosetter Team
appearing as your brand
🏢 Your Client
✓ Client never sees "Echosetter" — it's your brand, your team, your call
02
White-Label Funnel

We Build Your Onboarding Funnel — In Your Brand

A fully white-label onboarding funnel under your agency's brand. Clients flow through it, it captures everything needed to build their system, and every deliverable syncs directly into our ClickUp — tracked and managed by our team from day one.

Onboarding Funnel → ClickUp Sync
📋
Client fills intake form
→
⚡
Auto-syncs to ClickUp
→
✅
Tasks assigned to our team
✓ Brand assets collected
✓ GHL sub-account created
⟳ Snapshot install in progress
◯ AI agent configuration
◯ Go-live check
✓ You always know exactly where every client is — no chasing, no guesswork
03
Done-For-You Setup

We Build Everything For Your Client

Once intake is complete, our build team takes over. GHL snapshot installed, AI agents configured, automations live, pipelines set. Your client gets a fully operational system without you writing a single workflow.

Client Delivery Checklist
GHL snapshot installed & branded
AI voice agent configured & tested
AI chat agent live on client site
Lead pipeline & automations active
A2P registration submitted
Speed-to-lead & re-engagement flows on
Domain & email setup ⟳
✓ Client system fully built and operational — without you touching a thing
04
Your COO in Slack

We Work With You Like a Chief Operating Officer

You get direct Slack access to our team. Not a community. Not a Facebook group. A working channel where we move fast on your builds, answer strategy questions, and keep your agency operations running. Think of us as your fractional COO.

Slack — #your-agency-build
Y
You Today 9:14am
Just closed one 🔥 Dental practice in Austin — they've booked their onboarding call for Thursday
N
Nathan Today 9:16am
Nice work 💪 Got it — Sriman will run the call Thursday, intake form already sent to the client. We'll brief you after.
S
Sriman Today 9:19am
✅ Confirmed. ClickUp task created, calendar invite sent. See you on the other side 👋
✓ Real working Slack — not a ticket queue or a community post
05
Ghost Support

Your Clients Submit Tickets. We Handle Them.

Clients submit support tickets through a white-label support funnel — branded to your agency. Clients submit tickets through it, our team handles every one inside ClickUp. Your client sees your brand. You see zero inbox.

Support Funnel — Client View (your brand)
✓ Resolved
Voice agent not booking appointments
Submitted 2h ago · Resolved in 47 min
✓ Resolved
Add new FAQ to knowledge base
Submitted yesterday · Resolved in 2h
⟳ In Progress
Pipeline stage update for new lead type
Submitted 30 min ago
✓ Clients see your brand. Tickets resolved by our team. You're never pulled in.
Common Questions

Everything You Need
to Know Before You Book

No. Every touchpoint is fully white-label — the Zoom call, the onboarding funnel, the support funnel, and all communications appear under your agency's brand. Our team operates as "your team". Echosetter is never visible to your clients.
No. Our team takes the call on your behalf. You don't need to show up, dial in, or prepare anything. We handle context gathering, expectation setting, and next steps — then brief you afterwards if needed.
It depends on the complexity of the build. The kickoff call happens fast — usually within 48 hours of the deal closing. From there, our team works through the setup in the background. You're updated throughout via Slack. We don't give blanket timelines because every client setup is different and we'd rather be honest than optimistic.
Your clients submit support tickets through a white-label support funnel branded to your agency. Your clients submit tickets through it, our team triages and resolves every one inside ClickUp. You are never pulled in unless there's a strategic decision that needs you. Your clients see your brand. You see zero inbox.
Our team handles it. We have dedicated AI specialists who know the GHL stack inside out. If something genuinely requires an agency-level decision, we flag it to you via Slack with context — but the majority of issues never reach you at all.
Yes. You have a dedicated Slack channel with our team — that's your real-time view into what's happening. You message us, we update you. No logging into dashboards, no chasing tickets. If something needs your attention we come to you. If you just want a status check, ask in Slack and we'll respond.

Stop Losing Clients
In The First 30 Days

Book a call and we'll show you exactly how the Onboarding Engine maps to your current client flow.

Book a Call →