# ORT-Done Tagging Protocol — Marking Onboarding Complete in GHL

> **Why this page exists:** Clients were not being tagged properly after onboarding completion, causing the system to show incorrect pipeline status. This is a mandatory step.

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## What Is the "ort-done" Tag?

The `ort-done` tag in GoHighLevel indicates that a client's onboarding process has been fully completed. This tag:

- Removes the client from onboarding automation sequences
- Updates their pipeline status correctly
- Ensures they don't receive duplicate onboarding messages
- Allows accurate reporting on onboarding completion rates

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## When to Add the Tag

Add the `ort-done` tag **immediately** after completing all onboarding steps for a client:

1. ✅ Welcome call completed
2. ✅ Client information verified
3. ✅ Credit reports pulled and reviewed
4. ✅ Dispute strategy explained to client
5. ✅ First round of disputes prepared or sent
6. ✅ Client understands next steps and timeline

**Do NOT wait** — tag the client as soon as step 6 is done.

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## How to Add the Tag

1. Open the client's contact in GoHighLevel
2. Go to the **Tags** section
3. Type `ort-done` and select it
4. Save the contact

> ⚠️ **The system will NOT auto-update.** You must manually add this tag.

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## Who Is Responsible?

The **onboarding specialist** who completes the final onboarding step is responsible for adding the `ort-done` tag. This is not optional.

Team leads should verify tagging compliance weekly.

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## What Happens If You Don't Tag?

- Client stays in onboarding pipeline incorrectly
- They may receive duplicate onboarding messages
- Pipeline reports show inaccurate numbers
- Other team members waste time re-checking completed clients

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*Page created: 2026-04-17 — Based on team directive in #improvement-requests from Sam (Apr 13, 2026)*