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)