Start Here with AiDA SDR

Welcome to AiDA SDR, the outbound operating system built for agencies using GoHighLevel.

AiDA helps your agency identify prospects, run LinkedIn and cold-email outreach, manage replies, book meetings, and deliver qualified opportunities into your clients’ GoHighLevel accounts.

What AiDA does

AiDA manages the activity that happens before a prospect enters your client’s sales process:

• Define and build target audiences

• Identify prospects using buying signals

• Find and verify contact information

• Run LinkedIn and cold-email campaigns

• Send follow-ups

• Classify and manage replies

• Draft or send AI-assisted responses

• Offer available meeting times

• Sync contacts, conversations, tasks, and appointments into GoHighLevel

• Report results by client and campaign

GoHighLevel remains the system your agency uses for CRM, pipelines, calendars, automations, SMS, calling, billing, and ongoing nurture.

Your first objective

Do not try to configure every feature immediately.

Your first objective is to connect one client, build one audience, approve one campaign, and verify that replies and appointments flow into the correct GoHighLevel subaccount.

Before you begin

Gather the following information:

• Access to your agency’s GoHighLevel account

• Access to the client’s GoHighLevel subaccount

• A clear description of the client’s offer

• Examples of the client’s best customers

• Target industries, company sizes, locations, titles, and seniority

• Companies and contacts that should be excluded

• Authorized access to the client’s LinkedIn account

• Sales Navigator access when LinkedIn prospecting is enabled

• Email-domain and sending information when cold email is enabled

• The client’s connected GoHighLevel calendar

• Approved campaign messaging and reply instructions

Never send passwords, authentication cookies, API keys, or security codes through a support conversation.

Recommended setup order

1. Configure your agency account and team.

2. Connect your agency’s GoHighLevel account.

3. Add your first client.

4. Select LinkedIn, cold email, or both.

5. Connect the client’s required accounts.

6. Complete the client and offer profile.

7. Define the client’s ideal customer profile.

8. Build and review the audience.

9. Create and approve the campaign.

10. Configure reply handling and calendar booking.

11. Launch the campaign.

12. Verify the GoHighLevel sync.

13. Monitor replies, meetings, and campaign health.

Continue with these guides

• What AiDA Handles Versus What GoHighLevel Handles

• How AiDA Moves a Prospect to a Booked Meeting

• AiDA Quick-Start Checklist

• AiDA Terminology and Glossary

• Roles and Responsibilities in AiDA

• Where to Get Help

• How to Submit an Effective Support Request

What a successful setup looks like

Your initial setup is complete when:

• Your agency is connected to GoHighLevel.

• Your first client appears in AiDA.

• The correct outreach channels are active.

• The client’s audience and campaign are approved.

• The campaign is sending normally.

• Replies appear in the correct inbox.

• Contacts and conversations sync to the correct GHL subaccount.

• Available meeting times are retrieved from the correct calendar.

• Booked meetings appear in GoHighLevel.

• Reporting is visible for the client and campaign.

If one of these steps is not working, open the support widget and tell us which client, campaign, channel, and step are affected.