Consultant Hub

The Consultant Hub is your reference for everything you need to sell and deliver TechForce products. It covers our product offerings, consulting packages, client onboarding procedures, success checkpoints, compliance requirements, and GHL technical reference.

All pages in this section are gated to certified TechForce consultants. If you need access, contact patrickbeal@techforceadvisors.com.

What's in Here

• Getting Started: Product overview, pricing, ICP, consulting packages, and competency levels
• Onboarding a Client: Step-by-step from signed agreement to live product
• Client Success: 30-day check-in, 90-day review, and upsell playbooks
• Compliance & Legal: A2P 10DLC, Google review policy, SMS consent templates
• GHL Reference: Pipeline stages and workflow audit checklists

Before You Start

You must complete the 30-Day AI Onboarding Sprint before doing any client-facing work. See Consultant Competency Levels for details on what each certification level unlocks.