Connect your sub-account.
One secure OAuth connection through HighLevel.
Connect your sub-account
Massmarket AI
Onboarding, already planned.
MMAI OB Wizard builds a complete, client-specific HighLevel plan from the materials you already have — so your next client setup starts with the work done.
Review the plan
The problem
Every new client means the same hours of manual setup: pipelines, calendars, tags, nurtures, AI prompts — rebuilt from scratch, often from a blank template that doesn't match what the client actually sold you on.
What MMAI OB Wizard does
Connect a sub-account and the Wizard reads what you already have — discovery-call transcripts, intake notes, the client's website — and assembles the build plan for you. Every pipeline, calendar, sequence, and AI prompt is drafted from the client's real scope, with each decision traced back to where it came from.
How it works
Add the client's context.
Transcripts, notes, and the client's website — the Wizard does the reading.
Add the client's context
Review the plan.
Pipelines, calendars, nurtures, knowledge base, and AI prompts, ready to approve and apply.
Review the plan
What's in the plan
Pipeline architecture
Pipeline architecture
Calendars & appointment flows
Calendars & appointment flows
Tags & custom fields
Tags & custom fields
Nurture sequences
Nurture sequences
Knowledge base (built from the client's website)
Knowledge base
AI voice & chat prompts
AI voice & chat prompts
Forms, surveys & quizzes
Forms, surveys & quizzes
Meta Ads campaign scaffolding
Meta Ads campaign scaffolding
Why it's different
The plan is grounded in the client's own materials, not a generic snapshot. The knowledge base comes from their real website. The scope is traceable to its source. You review everything before anything goes live.