Getting started with the generous GoHighLevel 1 month free trial can be a game-changing move for entrepreneurs, digital marketers, and agencies ready to level up their automation, CRM, and marketing tools—all in one place. With a full 30 days to explore its robust platform, GoHighLevel gives you enough time to set up, test, and even start generating results before spending a single dollar.
In this blog post, we’ll walk you through a step-by-step setup process during your GoHighLevel 1 month free trial to ensure you hit the ground running and make the most out of every feature.
Step 1: Sign Up and Access the Dashboard
Start by registering for your GoHighLevel 1 month free trial through their official website. Once you're in, you'll be directed to the main dashboard where you can manage your agency and sub-accounts.
Tip: Choose the Agency Starter or Agency Pro plan to unlock full features during your trial. You can always downgrade later.
Step 2: Create Your First Sub-Account
Sub-accounts are where you build out specific businesses or clients. This is where your website, funnels, automations, and CRM will live.
Go to the "Sub-Accounts" tab
Click “Add Account”
Choose your industry and location for optimized templates
Import a pre-built snapshot (template) or start from scratch
Pro Tip: Use pre-built industry-specific snapshots to save hours of setup time.
Step 3: Set Up Your Funnels and Landing Pages
The funnel builder is a core feature of GoHighLevel. It allows you to create custom landing pages for lead capture, webinar sign-ups, product sales, and more.
Head to the “Funnels” tab inside your sub-account
Click “+ New Funnel”
Choose a template or build your own
Add steps like landing page, thank-you page, and upsell page
Integrate forms and CTAs
Step 4: Configure Calendars for Appointments
GoHighLevel has a powerful calendar tool to manage appointments, bookings, and consultations.
Go to “Calendars” > “Calendar Settings”
Create a calendar group and add your availability
Set reminders and follow-up automations
Embed the calendar on your funnel or website
Step 5: Connect Email, SMS & Phone Integrations
To enable communication through email and SMS, you'll need to connect Twilio and Mailgun (or your preferred providers).
Navigate to “Settings” > “Integrations”
Connect Twilio for SMS and calling
Set up Mailgun for transactional and campaign emails
Verify your sending domains
Note: GoHighLevel offers support documentation to help with these integrations.
Step 6: Build Your CRM & Pipeline
GoHighLevel’s visual CRM lets you track leads, sales, and clients in a pipeline format.
Go to “Opportunities”
Create a custom pipeline (e.g., New Lead > Contacted > Booked > Closed)
Assign workflows and automations to each stage
Tag and segment leads for targeted messaging
Step 7: Set Up Automations (Workflows)
Workflows allow you to automate emails, texts, follow-ups, and task assignments based on user actions.
Go to “Automation” > “Workflows”
Click “+ Create New Workflow”
Choose triggers (e.g., form submission, missed call)
Add actions like SMS, email, internal notifications, or wait steps
Test the workflow thoroughly
Step 8: Customize Your White-Label SaaS (Optional)
If you’re an agency user, GoHighLevel lets you offer the platform under your own brand.
Upload your logo
Connect your custom domain
Set up Stripe for SaaS billing
Configure your client onboarding flows
Step 9: Launch Campaigns and Track Analytics
Now that you’re all set up, it’s time to launch your first marketing campaign.
Build your campaign in the “Marketing” tab
Use email and SMS blasts, landing pages, or appointment offers
Track conversions, open rates, click-throughs, and ROI
Tip: Use built-in reporting tools to optimize performance.
Final Thoughts: Make Every Day of Your Trial Count
The generous GoHighLevel 1 month free trial isn’t just a limited demo—it’s a full-access pass to a high-performance marketing machine. By following the setup steps above, you can launch funnels, nurture leads, automate your outreach, and start closing deals—all before your trial even ends.
Whether you’re managing clients, scaling your business, or launching a new product, GoHighLevel gives you the tools to do it all in one place. Don’t waste time—leverage every day of your trial to test, learn, and grow.
