Run clients — day to day
PortalBilling Portal
Per-inspection billing: add clients, set fees, card-save links, charges/refunds history, the GHL webhook bodies for billing workflows.
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Portal + GuideClient Setup — the 16-step Guide
Onboard a new client end to end: register their service area, verify their GHL connection, banner, tracking codes, calendar, Blooio — every step click-by-click, with all code pastes generated per client.
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PlaybookAds Manager Playbook
Launch a client's Meta ads: dataset + pixel + Conversions API setup, the exact live-proven campaign settings, and the full ad library with copy templates.
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Sales calls
ToolGrowth Snapshot Calculator
The calculator used live on sales calls to build the prospect's growth snapshot.
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Client-facingOnboarding Form
What closed clients fill in: legal + A2P details, zips, logo, certifications, pricing, agreement e-signature. The automation chain starts here.
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Resources
GHLMaster Sub-account Snapshot
The permanent share link for the client sub-account snapshot (funnel, workflows, custom values, calendar — everything). Snapshot ID: rq9O9VPIm7lqVHsoxxQY
Open share link →
DesignLP Header Banner Template (.fig)
The canonical Figma file: banner template + all six cert badges. Download and drag into figma.com on any free account — no Figma seat needed. Manual SOP lives in guide step 12's Banner panel notes.
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CreativeAds Library — Drive Folder
The 12 finished (subtitled) videos + 2 static images the Ads Playbook uploads per client. Drive link pending upload.
Link pending…
Client-facing page patterns (reference)
Card-save page — crestline-billing.pages.dev/card/?c=<session> · generated per client by the Billing Portal ("card-save link" on their row). Success page: /card/done/
Agreement viewer — crestline-billing.pages.dev/agreement/?s=<client-slug> · the pre-signed service agreement with that client's fee filled in. Written automatically onto onboarding contacts.
LP header banner — served automatically on client funnels; preview per client via the Setup portal's Banner panel.
Backend (Cloudflare Worker) — maya-ghl-worker.ahnafpathan55.workers.dev · zip gate, banner, pixel config, billing, webhooks. Config lives in the portals — no code changes needed for new clients.
Access model: these pages carry their own access keys — anyone with this page's URL can operate the portals. Share it only with the team, never with clients. Client-facing links (card save, agreement, the onboarding form) are the only URLs that ever go to a client.