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. 
 
 
 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 
 
 
 When to Add the Tag 
 Add the ort-done tag immediately after completing all onboarding steps for a client: 
 
 ✅ Welcome call completed 
 ✅ Client information verified 
 ✅ Credit reports pulled and reviewed 
 ✅ Dispute strategy explained to client 
 ✅ First round of disputes prepared or sent 
 ✅ Client understands next steps and timeline 
 
 Do NOT wait — tag the client as soon as step 6 is done. 
 
 How to Add the Tag 
 
 Open the client's contact in GoHighLevel 
 Go to the Tags section 
 Type ort-done and select it 
 Save the contact 
 
 
 

⚠️ The system will NOT auto-update. You must manually add this tag. 
 
 
 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. 
 
 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 
 
 
 Page created: 2026-04-17 — Based on team directive in #improvement-requests from Sam (Apr 13, 2026)