✓ Free Checklist

GHL Checkout Hardening Checklist

The exact order form configuration, one-click upsell wiring, payment security, and abandonment recovery steps ATJ uses on every GHL checkout build - so revenue doesn't leak from your most important page.

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Order Form Setup

Configure the GHL order form before wiring any upsells

7 items

Create the product in GHL Payments → Products with correct price and name

The product name appears on the customer's receipt and Stripe dashboard. Make it recognizable.

Connect the order form to the correct product (not just a custom amount)

Using a proper product enables revenue tracking in GHL and Stripe product analytics.

Set the order form to collect only the fields you actually need

Every extra field reduces conversions. Name + email + card is often enough. Add phone only if required.

Enable order bump offer if applicable (GHL supports native bump products)

A well-matched bump add-on typically increases AOV by 20-35% with zero extra ad spend.

Configure the correct currency in GHL Payments settings

Currency is set at the account level. Wrong currency = refund requests. Verify before going live.

Set custom CSS on the order form for brand consistency

GHL order forms are plain by default. Brand color on the submit button alone lifts trust signals.

Test the order form submit with a real test card (Stripe test mode)

Use Stripe's test card 4242 4242 4242 4242. Confirm the order appears in both Stripe and GHL.

One-Click Upsell & Downsell Configuration

Wire the post-purchase flow before testing conversions

6 items

Build the OTO page and confirm it routes from the correct order form

Funnel Step → After purchase → OTO. GHL handles the one-click charge via stored card.

Add the OTO product in GHL and link it to the upsell page

The upsell price should be clearly displayed. Ambiguity kills upsell conversion.

Create a downsell path for "No" clicks on the OTO page

A downsell at 50-60% of OTO price captures buyers who balked at full price. Even 10% take rate adds up.

Verify "Yes" and "No" buttons on OTO/downsell pages route to correct next steps

Test every path in incognito. A "Yes" button that goes nowhere loses the upsell revenue permanently.

Confirm the final thank-you page shows a summary of all purchased items

Customers who bought multiple items should see all products on the confirmation page to reduce support tickets.

Test the full OTO flow end-to-end with a test card in Stripe test mode

Buy the main offer, click "Yes" on OTO, verify both charges appear in Stripe dashboard.

Payment Security & Compliance

Protect your business and your customers from day one

6 items

Confirm SSL certificate is active on your checkout domain

HTTPS is required for payment processing. GHL auto-provisions SSL for connected domains.

Enable Stripe Radar fraud protection rules in your Stripe dashboard

Stripe Radar (free tier) blocks most card testing attacks. Enable "Block if dispute rate > 0.9%".

Add address verification (AVS) requirement for high-ticket offers

AVS mismatch = higher chargeback risk. Stripe allows you to block transactions with AVS mismatches.

Set up a refund policy page and link it on the order form

Visible refund policy reduces chargebacks by setting expectations. Required for Stripe compliance.

Enable Stripe email receipts and customize the receipt with your brand

Stripe → Settings → Customer emails. A branded receipt reduces "I don't recognize this charge" disputes.

Verify your Stripe account is fully verified (no capability restrictions)

Unverified Stripe accounts can have payouts paused. Check Stripe dashboard → Settings → Account.

Post-Purchase Automation

Automate delivery and onboarding from the first payment

6 items

Set up a GHL Workflow triggered by "Order Submitted" to tag the contact

Tag: "customer-[product-name]". Used for segmentation, re-marketing exclusions, and pipeline movement.

Send an immediate purchase confirmation email via GHL Workflow

Confirmation email should arrive within 60 seconds of purchase. Delays increase "did my order go through?" tickets.

Grant access to any digital product, course, or membership immediately on purchase

GHL Membership access can be granted automatically via Workflow. Delays erode trust in digital products.

Add the buyer to the correct pipeline stage in GHL CRM

Pipeline visibility lets your team see who just bought and trigger any manual onboarding steps.

Suppress the buyer from re-targeting ad audiences immediately

Sync GHL contact tags with Facebook Custom Audiences to remove buyers from "cart abandonment" campaigns.

Test the full post-purchase automation flow with a test contact

Walk through the workflow as the contact. Confirm tags, email, membership access all fire correctly.

Abandonment Recovery

Recover 15-30% of lost checkouts with these automations

5 items

Enable GHL's built-in cart abandonment tracking on the order form

GHL captures partial submissions (email entered but not completed). Use this for recovery sequences.

Build a 3-step cart abandonment email sequence (1hr, 24hr, 48hr)

Step 1: "Did something go wrong?" Step 2: Testimonial/social proof. Step 3: Urgency or discount.

Add an SMS recovery message (1hr after abandonment) for phone-captured leads

SMS abandonment recovery has 5-8x higher open rates than email. Even one message adds meaningful revenue.

Suppress abandonment sequence if the contact converts before it completes

GHL Workflow condition: "If tag 'customer-X' exists, end workflow." Prevents buyers getting recovery emails.

Monitor abandonment rate in GHL Payments → Orders (compare initiated vs completed)

Industry average checkout abandonment is 70-75%. Above 80% signals a page, price, or trust problem.

Want ATJ to build your full checkout & upsell system?

We configure GHL order forms, one-click upsells, post-purchase automations, and abandonment recovery - so every checkout works hard from day one.

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