Free Resource

GHL Sub-Account Setup Checklist

An 8-phase, field-tested checklist covering everything UK businesses need to set up a GoHighLevel sub-account properly — from DNS records to GDPR compliance.

Disclosure: This guide is independent. When you register through our links, we may earn a commission at no added cost to you.
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Download the Full Checklist

Markdown file — 8 phases, 58 check items, plus a troubleshooting cheat sheet. Free to share, print, and modify.

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Markdown · 6.8 KB · Created 23 Sep 2026

What's Inside

This isn't a generic GHL setup guide. It's a UK-specific checklist built from real setup sessions with UK small businesses. Every item is in the order you should actually do it — no jumping between dashboards, no wasted steps.

1

Account Basics

Login, 2FA, timezone to Europe/London, team member invites, notification preferences.

2

Custom Domain & Branding

DNS provider selection, 123 Reg gotchas, DNSSEC, Cloudflare setup, business profile config.

3

Email & Authentication

MX records, SPF, DKIM generation & verification, DMARC monitoring — with UK DNS provider specifics.

4

LC Phone & Twilio

UK number purchase, A2P 10DLC brand registration, TCR vetting, SMS configuration, auto-reply setup.

5

Pipeline & Funnels

Pipeline stages, lead scoring, form creation with GDPR consent, thank-you pages, automation triggers.

6

Compliance & Legal

Privacy notice, cookie consent, opt-in checkboxes, data retention, GDPR data export test.

7

Workflows & Automation

Follow-up sequences, appointment reminders, SMS keywords, trigger links.

8

Testing & Go-Live

End-to-end lead flow test, email delivery check, SMS verification, GDPR export test — before you go live.

📌 Free to use, share, and modify. This checklist is released for open use by UK small businesses and agencies. Download, print, adapt it to your workflow — no attribution required.

Why a Checklist?

Setting up a GHL sub-account involves a dozen separate systems: DNS, email authentication, telephony, compliance, automation. Miss one step and you're debugging deliverability two weeks later. This checklist came from the mistakes we made setting up our own GHL sub-accounts — and from fixing the same issues for UK businesses who'd already gone live without completing the full chain.

If you run into a specific issue, the troubleshooting section at the end of the checklist covers the most common failures and their fixes.

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