Free account audit
Free GoHighLevel Account Audit
A free GoHighLevel audit is a 24-point health check of your HighLevel account by an independent specialist: workflows, email deliverability, A2P 10DLC status, pipelines, calendars, forms and integrations. You get a scorecard, a recorded walkthrough and a fix list ranked by impact within two to three business days, with no obligation to hire us to fix anything.
- Scorecard and recorded walkthrough
- Read-only review through a staff user
- No obligation, no sales pitch on the video
Independent specialists, not affiliated with HighLevel Inc. Typical reply within 1 business day.
What we check
A 24-point health check, recorded for you
Workflow triggers, filters and re-entry
Each active workflow is checked for triggers that cannot fire, filters that exclude the contacts you meant to include, re-entry settings and unpublished changes.
Email domain, DNS and deliverability
Sending domain configuration, SPF, DKIM and DMARC records, bounce and complaint signals, and whether anything is sending from a domain that will land in spam.
A2P 10DLC status and opt-in language
Brand and campaign registration status, the sample messages submitted, and whether your forms and pages carry the consent language carriers expect.
Pipelines and stage automations
Whether stages mean one thing each, which automations fire on stage changes, stale opportunities and whether sales and fulfillment are mixed into one pipeline.
Calendars, availability and reminders
Calendar types versus their use, user calendar syncs, availability and buffer rules, time zones, and confirmation, reminder and no-show sequences.
Tags and custom fields hygiene
Duplicate or orphaned tags, fields nothing populates, naming consistency and whether segments can actually be built from the data you hold.
Forms, surveys and consent
Field mapping into the CRM, required consent checkboxes for SMS and email, and what happens to a submission after it lands.
Phone numbers and call routing
Number ownership, routing and voicemail, missed-call handling, and whether calls and texts are logged against the right contacts.
Integrations and webhooks
Native integrations, Zapier and Make connections and webhooks are checked for errors, silent failures and duplicate records.
Snapshots and custom values
For agencies: whether snapshots and custom values are set up so new sub-accounts can be deployed consistently, or whether every client is a hand-built exception.
Users and permissions
Who has access, at what level, former staff still active, and whether any shared logins exist that should be replaced with named users.
Reporting and attribution
Whether the dashboards you look at reflect reality, and whether lead sources and conversions are captured well enough to trust the numbers.
We take 5 free audits a week so each one gets proper attention. If the week is full you are booked into the next one.
Process
How the free audit works
- 1Day 1
Request
Fill in the short form below: who you are, the main issue, and how you will give access. We take a limited number of free audits each week so each one gets real attention, and we confirm your slot by email.
- 2Day 1
Access through a staff user
You add us as a user in your agency or sub-account with view-level permissions. We never ask for your password, and you remove the user when the audit is done.
- 3Days 2 to 3
Review
A specialist works through the 24 checks, reads workflow logs, DNS records and registration status, and tests the paths that matter most to the problem you described.
- 4Day 3
Scorecard and recorded walkthrough
You receive the scorecard, a fix list ranked by impact and effort, and a screen recording explaining what we found and what to do first, in plain language your team can act on.
- 5After delivery
Optional fixed-price fix quote
If you want us to do the fixes, you get a written quote for exactly the items on the list. If you would rather fix them yourself or with your own team, the list is yours to use.
The most common problems we find
Most struggling GoHighLevel accounts share the same handful of root causes, and they are rarely the dramatic ones. A workflow was published with a filter that excludes everyone. A sending domain was never authenticated, so emails quietly go to spam. The A2P campaign was rejected months ago and nobody saw the notice, so SMS has been failing ever since. Calendars sync to a user who left. Three tags mean the same thing. The audit looks for all of these in a fixed order so nothing is missed because it was not the symptom you reported.
- Workflows that never trigger because of filters, re-entry settings or unpublished changes
- Email going to spam because SPF, DKIM or DMARC were never completed for the sending domain
- SMS failing because A2P 10DLC registration was rejected, pending or never submitted
- Pipelines where stages have no agreed meaning and no automations behind them
- Calendars with broken syncs, missing reminders or the wrong calendar type for the job
- Integrations creating duplicate contacts or failing silently
- Shared logins and former staff still holding access
What happens after the audit
The audit is free and finished when you have the scorecard and the recording. What you do next is up to you. Many clients fix the top items themselves using the recording. Others ask for a fixed-price quote for the whole list, which is quoted as a rescue setup or a project through our expert service. Agencies that want the check repeated across many sub-accounts usually move to a support plan.
For large multi-sub-account agencies, a paid deep audit extends the same method across every sub-account, with a consolidated report; its fee is credited toward any build we do afterward.
FAQ
Questions about the audit
The most common reasons a GoHighLevel workflow does not run are trigger filters that exclude the contact, the contact already being in the workflow with re-entry turned off, missing opt-in or an active DND status blocking messages, timing windows that delay actions outside business hours, and changes that were saved but never published. The audit checks each active workflow for all five before looking anywhere else.
A correctly set-up GoHighLevel account has an authenticated sending domain, an approved A2P campaign, pipelines whose stages each mean one thing, calendars synced for every user, workflows that are tested end to end, and named users rather than shared logins. The scorecard checks all of these and tells you which ones are missing, in order of impact.
Yes, it is free, and the only limit is that we take a set number each week, currently five, so each one gets a specialist's time. We do it because a clear diagnosis is the best introduction to how we work; some clients hire us for the fixes, and many do not. There is no obligation and no sales pitch on the recording.
A staff user with view-level permissions in the sub-account or agency you want reviewed. We never ask for your login, and you remove the user as soon as the audit is delivered. If you are not sure how to add a user, choose that option on the form and we will send a short guide.
Two to three business days from the moment access is granted, for a single sub-account. Agency-wide deep audits are scheduled separately and quoted with a timeline up front.
Yes, and that is one of the most common requests. We report what we find factually, with the evidence, so you can decide what to do with the relationship. Everything inside your account is yours to have reviewed.
Last reviewed: November 2, 2026.
Free GHL strategy call
Prefer to talk it through first?
Book a 20-minute call and we will tell you whether an audit, a quick fix or a rebuild is the right next step.
Reply within 1 business day. No shared passwords: we work through a staff user you control.