Onboarding & setup

Go live with a system that already works.

We configure your account, bring your data across and train your team, so you are not left to work it out alone.

Best for: businesses that want to start fast and start right.
What you get
Ready to launch
Account configuration and branding
Contact import and clean-up
Your first pipelines and calendars
Core follow-up automations
Team training session
Launch-readiness checks and account handover
Why setup matters

A powerful platform is only powerful once it is set up for you.

Butterflystack, powered by GoHighLevel, replaces many tools in one account. Most users use less than 30% of that potential, because nobody set it up around their business. We do.

Without setup
Weeks of figuring it out alone.
A blank dashboard and a long list of settings
Contacts still scattered across spreadsheets and phones
Leads waiting for a reply that depends on someone remembering
A team that guesses, and a tool nobody fully trusts
Paying for features you have not found yet
With Butterflystack setup
Live, trained and working from day one.
A branded account that looks and feels like your business
Every contact imported, cleaned and organised
Follow-ups that fire automatically the moment a lead arrives
A team trained, confident and using it from the first week
The tools you pay for, actually working for you
01
Foundation

Your account, your brand.

We configure the basics so everything your customers see looks and feels like your business, and your team has the right access from day one.

Result
An account that is professional, secure and ready for your team.
Account configuration and branding

Your logo, colours, business details, time zone and currency are set across the account, so every form, booking page and message carries your brand.

Customers recognise you from the very first message.
Team users and permissions

We add your team and give each person a role, so people see what they need to do their job and nothing more.

The right people with the right access.
Email sending set up properly

We connect your own email domain so messages come from your business address and are set up to reach inboxes, not spam folders.

Emails that look professional and get delivered.
02
Your data

Bring every customer across.

Your contacts are your most valuable asset. We move them into the platform, tidy them up and organise them so you can reach the right people straight away.

Result
One clean customer list, ready to message and segment.
Contact import and clean-up

We import your contacts from spreadsheets or your old tools, fix formatting and remove duplicates so nothing messy comes with them.

Every customer in one place, ready to contact.
Tags, custom fields and smart lists

We set up the labels and fields that matter to your business, like interest, location or stage, and build lists that update on their own.

Send the right message to the right people.
Lead sources and tracking

Every new contact is tagged with where it came from, whether a form, a message, a booking or a referral.

Know exactly what brings customers in.
03
Capture and connect

Make it easy to reach you.

We connect the places customers already use to contact you, so every enquiry, booking and message lands in the platform instead of getting lost.

Result
Every enquiry captured, every conversation in one place.
Lead capture forms and chat widget

Branded forms and a chat widget ready to add to your website and links, feeding every enquiry straight into your pipeline.

Visitors turn into leads, automatically.
Calendars and booking

We set your availability, appointment types and reminders, and sync with your own calendar so double-bookings are avoided.

Bookings without the back-and-forth.
Messaging channels in one inbox

Email, SMS, WhatsApp and your social messages are connected into a single inbox, where your whole team can reply.

One inbox for every conversation.
04
Pipelines and automation

Let the system do the follow-up.

This is where the platform starts working for you. We build the pipelines that mirror how you sell and the core automations that make sure no lead goes cold.

Result
A system that follows up, reminds and reports without you.
Your first pipelines

Stages that match how your business really sells, from new enquiry to won, so you can see every opportunity at a glance.

See every deal and what needs attention next.
Core follow-up automations

An instant welcome to every new lead, appointment reminders, no-show follow-up and a simple nurture sequence, all running automatically.

Nobody waits, and nothing is forgotten.
A reporting dashboard

A simple view of new leads, bookings and pipeline value, so you can see what is working without digging.

Know what is working at a glance.
05 · Launch

Launch with confidence, not crossed fingers.

Before you go live, we make sure your team knows the system and every piece has been checked.

Team training session

A live session where your team learns the parts of the platform they will use every day, and gets to ask questions on their own account.

A confident team that actually uses it.
Launch-readiness checks

We test your forms, bookings, messages and automations end to end, so what customers experience works the way it should.

No surprises in front of customers.
Account handover

Everything is handed over with a clear walkthrough of what was set up and where to find it, so you stay in control.

Full ownership, with nothing left unexplained.
How it works

You share the basics. We do the setup.

01
Tell us about your business
Complete the short setup form with your goals, tools and what you want to automate first.
02
We configure your account
Branding, users, channels, calendars, pipelines and automations are built for you.
03
We bring your data across
Your contacts are imported, cleaned and organised, then everything is tested.
04
Train, launch, go
Your team is trained, final checks are done and the account is handed over.
What to have ready
A few things make setup faster.

Do not worry if something is missing. We will guide you through it.

Your logo and brand colours
Your contact list, as a spreadsheet or export
A list of your team members and roles
Your working hours and services you book
Access to your business email domain
Your website or social page links
Already have a plan?
See it in action first.

Book a free demo and watch the platform run on an example close to your business, before you decide.

Book a free demo →
Need more than setup?
Let us build the bigger systems too.

Funnels, AI assistants, webinar systems and more. Setup gets you live, and done-for-you builds take you further.

Explore done-for-you builds →
Questions

Good to know before we start.

How long does setup take?

We agree the setup timeline once we understand your requirements and have the details we need. Book a strategy call to confirm the schedule for your business.

Do I need to be technical?

No. You tell us about your business and share a few details. We handle the configuration, then show your team how everything works in plain language.

Can you bring in my existing contacts?

Yes. We import contacts from spreadsheets and exports from your current tools, then clean them up by fixing formatting and removing duplicates so you start with tidy data.

Whose account is it?

It is your Butterflystack account, powered by GoHighLevel. Everything is set up inside it, and it is handed over to you at the end.

What does it cost?

Book a strategy call and we will confirm the setup cost and exactly what is included for your business before work begins.

Ready when you are

Start fast. Start right.

Skip the weeks of trial and error. Let us set up your Butterflystack account so it is working for your business from day one.