The 14-point GHL snapshot import checklist

A snapshot import finishing successfully is not the same as a snapshot working. The import moves structure; it does not move ownership, credentials, timezones or anything that depends on a user existing. Here is the sweep we run on every account before a client sees it.

Account foundations (checks 1–4)

1. Timezone. Set the sub-account timezone before doing anything else. Every workflow wait step, calendar slot and send window is calculated from it, and changing it later reshuffles live automations.
2. Business profile. Name, address, phone and support email drive email footers and compliance blocks. An empty profile produces empty footers, which fail spam filters.
3. Custom values. Walk the whole list and replace every placeholder. This is the single highest-leverage step; most of the client-facing copy reads from here.
4. Users and permissions. Snapshots do not carry users. Create them now, because calendars and pipelines need owners before you test anything.

Communications (checks 5–8)

1. Sending domain and authentication. Add the domain, publish SPF, DKIM and DMARC, and verify. Sending from an unauthenticated domain will burn the client’s deliverability in week one.
2. Phone number and A2P. Provision the number and submit brand and campaign registration immediately — carrier approval is the longest pole in any launch and it is out of your hands.
3. Sender identities. Check account default, template-level and workflow-level from-addresses. Workflow overrides beat everything else and are invisible until an email arrives.
4. Reply routing. Decide where replies land and who is notified. An unmonitored inbox is the most common post-launch complaint.

Assets (checks 9–12)

1. Calendars. Reassign ownership, set availability, buffers and minimum notice, and connect the actual Google or Outlook calendar. Unassigned calendars accept bookings into nothing.
2. Pipelines. Confirm stage names, automations attached to stages, and default owner. Check that opportunity value fields survived the import.
3. Forms and surveys. Submit every one. Verify the field mapping into custom fields, and verify that the confirmation action fires.
4. Payment products. Recreate products and prices, connect the processor, and run a live test transaction for anything with a deposit or a membership.

The pass nobody runs (checks 13–14)

1. Orphaned triggers and loops. Look for workflows that reference deleted assets, and for any workflow whose action can re-trigger its own entry condition. A loop discovered by a client is expensive.
2. The client walk-through. Go through the account as the client. Submit the form, take the call, receive the SMS, read the email, look at the pipeline. Twenty minutes, and it catches what the other thirteen checks miss.

How long the sweep takes

Roughly ninety minutes for someone who has done it before, and most of that is waiting on DNS propagation and reading emails as they arrive. It is the cheapest ninety minutes in the whole engagement.

Every snapshot in our catalog ships with this checklist as a written post-import guide, pre-filled with the assets specific to that build — so you are ticking off named workflows rather than guessing at categories.