In this GoHighLevel For Financial Advisors article, we’re going to share our 4 years of actual experience, unlike others who simply note down the features which are currently mentioned on their official web site.
We’re going to cover what is GoHighLevel, its pros & cons, the reasons why we switched to it, How we use it in our daily life, pricing and real snapshots. We wish this actual experience-based HighLevel testimonial will certainly help you to quickly make a decision whether you ought to pick it or otherwise.
So, Allow’s get involved in it!
What is GoHighLevel?
Before we study exactly how we utilize it, let’s very first recognize what GoHighLevel is.
It is an all-in-one sales and marketing device to scale services and start the journey to build customer partnerships. HighLevel has all the devices for catching even more consumers, nurturing clients, and closing causes development around the world. Hence, it offers a solution to agencies who are battling with the sales and marketing automation process. It also has a CRM tool that generates, automates, and manages leads. With this device, it ends up being extremely simple to manage leads while developing strong customer partnerships.
Advantages and Disadvantages of GoHighLevel
Pros
- Budget friendly pricing
- All-one marketing and sales system
- Wonderful combo of features
- Great customer assistance
- Offer a 30-day free trial, however our reader can get a 30-day free trial using our special web link.
- Change a variety of tools, consisting of sale funnel, survey & create builder, email marketing, marketing automation, CRM, item selling, and more.
- Produce sub-accounts for customers by simply spending for one firm account.
Cons
- In some cases HighLevel requires time to tons properly
- A lot of features can perplex brand-new individuals.
- Need to invest high quality time learning high-level.
What We Utilized Prior to and Why We Switched over to GoHighLevel?
In the initial years, our business really did not have a CRM tool. We made use of to do everything manually, such as
- Our sales department handled contacts, leads, sponsorship, and partnerships with Google Sheets and Drive.
- Our company makes use of Screencastify to tape telephone calls and Calendly to arrange visits.
- WordPress to develop land pages, forms, and funnels.
- Gmail to send hands-on emails and Google Workspace for recording.
Doing points by hand was not just taking great deals of business hours however likewise extremely difficult to track and examine points. So, as a growing company, we were in need of a tool that can aid us with Automation, CRM Monitoring, Marketing, and Tracking.
And, then lastly we first spoke with the client; after that the possible partner. They both applauded GoHighLevel for being budget-friendly and useful for marketing companies. After hearing positive comments, we finally decided to attempt to HighLevel for our agency. After the trial duration, we felt that this is the best device that we require. So, we end up purchasing the GoHighLevel starter plan ($ 97/month).
Top factors for picking HighLevel over various other tools
Great Combo of Features
HighLevel is an all-in-one sales and marketing platform for automation, database monitoring, sales, SMS, voicemail, e-mail blasts, e-commerce, membership portals, surveys, kinds, consultations, and many more features. You can likewise create sub-accounts for your customers and take snapshots of existing sales funnels to export for other marketing campaigns or brands. So, we found all the features in HighLevel which we require as a growing marketing firm.
Inexpensive Rate
Regardless of a long checklist of features, it is really budget friendly as compared to tools. The important things we like most about HighLevel is that we can create sub-accounts for clients by simply spending for one agency account. So, this makes it a lot more cost effective for companies like us who require to produce sub-accounts for their customers without paying added dollars.
Assistance GoHighLevel For Financial Advisors
One more variable that influenced our decision was GoHighLevel’s assistance. It gives wonderful support by giving access to its welcome course, top priority support, telephone call, aid center, Facebook group, occasions, costs conversation solution, YouTube training video clips, and announcements.GoHighLevel has worked with our company to ensure the change to the device was smooth. Without a helpful customer support team, the procedure would have been far more challenging and would certainly’ve taken a lot longer for our group to discover the program.
How we Use it and How it Can Help You?
Allow’s now go over the GoHighLevel review in detail and find out exactly how we its features in day-to-day agency life.
Easily Capture, Nurture and Close Leads
With High Level, the lead generation process ends up being really smooth because there are all the devices within the one platform that we need. Allow’s chat briefly about it.
Capture New Leads:
GoHighLevel makes it simple to catch strong leads and helps us to remain arranged with all our tasks. For recording brand-new leads, we have numerous choices within the control panel. You can produce Funnels, Landing pages, Studies, Forms, or routine calls to catch brand-new leads.
Nurture Introduces Customers
For nurturing, there are several features, such as automated reactions, follow-up campaigns, multi-channel campaigns to connect via various gadgets, and two-way communication to build close relationships with customers. Prior to GoHighLevel, our sales division was seeking a means to improve reaction prices and after using its nurturing features, we learn to get solid leads.
Close Even More Bargains
Not only does GoHighLevel enable you to build personal partnerships with clients, however this device enables us to conveniently examine outcomes and keep track of leads. As a participant, you can keep track of the progress of leads, gather settlements, and will certainly have an overview of the campaign. You can also integrate third-party tools into GoHighLevel, to see more advanced analytics information.
Automate Marketing Tasks with WorkFlows
The greatest issue we were dealing with was the hands-on handling of marketing tasks and procedures. A lot of the tasks are repetitive, so we used to take care of those jobs by hand. And because of this, it consumes lots of company hours which we can invest in various other things to generate even more leads. However with HighLevel our problem gets dealt with. So, for automating organization procedures and jobs, we’re using the GoHighLevel Workflow feature.
Workflow automation is everything about designing the flow of job when. And after that, it will be completed automatically without any demand for human input. We make use of workflows for several functions, such as automation of guest blogging systems, onboarding brand-new clients, online consultation booking, and much more marketing tasks. The following is the workflow automation that we’ve designed for the solar funnel. And this shows how the workflow automation procedure for nurturing the solar leads once we catch it.
Establish Triggers to Send Out Interior or External Notifications
There are sometimes when we have to send notices to our team or customers. Although these tasks fast, they still call for time that could be used somewhere else. So, with GoHighLevel, you can use the triggers feature to send out automatic inner or outside notifications. There are many triggers offered in GoHighLevel, such as birthday celebration suggestions, task suggestions, orders sent, the lead form sent, or various other sales chances.
For e.g., We’re making use of a lead type submitted trigger for our Visitor Blogging system. Whenever any type of lead submits a guest blog post form, we have a dedicated trigger for that. And our group immediately gets an alert that we’ve received a new guest post lead. From there, liable team members can deal with the lead.
Produce Unlimited Sales Funnels
Every organization nowadays utilizes sales funnels as a marketing approach. We’re additionally constructing sales funnels for our company and customers too. The best thing about HighLevel is you can develop unrestricted sales funnels, unlike other marketing tools. HighLevel features an integrated drag-and-drop builder making use of which we can quickly create sales funnel web pages. You can either hold your funnel page on HighLevel or utilize the Leadconnector plugin to embed funnel pages to your WordPress website.
You can either hold your funnel web page on a highlevel or make use of the Leadconnector plugin to embed funnel web pages to your WordPress website. Additionally, we can integrate the monitoring codes right into sales funnels for measuring results at every phase of the funnel.
In addition to that, you can set workflow and trigger automation available funnels to capture, nurture, and close leads immediately. E.g. Recently, we built an automated roofing sales funnel with GoHighLevel to produce roof leads utilizing YouTube ads. It is a 3-step funnel with a conversational landing page, a kind to catch the information, and an automated phone call routine page. We automated the entire backend process with a highlevel and below is a quick summary of it:
- Tagging a lead with a roof lead tag,
- Inner notices to our employee of new leads,
- Immediately attached phone calls,
- Round-robin tasks to individuals if multiple sales reps.
- Automated personalized voicemail drops to far better serve the lead at every single action.
- Follow-up suggestions to the lead who reserved the call.
- Leads that do not Schedule the Onsite Meeting instantly obtain text Text Messages to Book and connect if they have further questions.
- If a Lead does not Book after an SMS Text Follow-Up, an automated Email is sent to a Sales Agent with the Lead’s Name and Contact number for a Manual Follow-Up.
Create Surveys, Forms and Develop Web Sites
Before HighLevel, we were making use of a paid WpForms plugin to produce forms. After purchasing HighLevel, we recreated those forms in HighLevel and this aided us to cut down the entire price of the WpForms Plugin. Currently, we’re not utilizing any kind of form builder plugin as we create every kind in a highlevel and then installed it into our WordPress website or HighLevel sales funnel. Studies and types can be produced and conserved in the particular study builder and form builder tabs. Within the survey/form builder tab, there are 3 tabs:.
The builder tab permits you to create the survey/ form by dragging inquiries onto a landing page. There are conventional concerns and custom concerns that you can make and they will be conserved within the custom areas tab.
The evaluate tab enables you to consider the entries gradually.
The entries tab enables you to take a look at the survey/form submissions and responses GoHighLevel For Financial Advisors.
In addition to this, you can likewise develop an entire internet site utilizing HighLevel. Already, we’re not utilizing this feature, since we already have a WordPress website.
Just recently, GoHighLevel added a blog feature, and using it you can compose, modify and release SEO-friendly article right in the HighLevel blog site editor.
Develop Pipes and Track Lead Opportunities
With the Top-level pipe feature, we create different phases for the sales funnel to track the lead standing. For E.g. We have actually built a pipeline for our visitor blogging sales funnel and specified the different phases for visitor post leads whereby the lead will certainly go through as shown listed below.
Once the pipe is produced, you can navigate to the possibilities tab to track leads. To start with, pick the wanted pipeline from the top and after that select the information variety. Currently, you can track the condition of each lead and where they are in the sales funnel procedure. Even more, you can relocate the lead from one phase to another.
Run Campaigns at No Extra Price
The major portion of cash we spend on e-mail marketing software to build, run, take care of, and track email campaigns. But with HighLevel we additionally removed this price, and we’re not making use of any kind of e-mail marketing software. Since we have this feature available right in the HighLevel dashboard. The best thing is it does not only enable us to run e-mail campaigns yet additionally SMS, Carrier, Call, Voicemail, and numerous other campaigns for marketing. And also, you can additionally integrate your HighLevel account with Twilio to make and receive phone calls/SMS using basic web languages.
Aside from this, you can also examine the performance of every campaign as provided listed below.
Automate Appointments Booking
Have you ever before recognized how much time we spend following up with customers to match schedule and finalizing a visit? It requires time. Right?
At DigiMeta, we provide complimentary appointment phones call to our clients who want taking our services. But every time we can not by hand follow up with them to deal with the consultation. To do away with this situation, we automated the appointment booking process with HighLevel and calendly. So, what we do is, we have a devoted top-level sales funnel that is integrated with our chief executive officer’s calendly account and highlevel automation.
Wherever any client wants to reserve a phone call with our CEO, they can visit our complimentary consultation landing page. From there, they can enter their information and pick a time to automatically book a complimentary appointment phone call. In the backend, the lead will certainly be sent to our HighLevel CRM to deal with additional procedures instantly. Such as sending out internal alerts to our chief executive officer including phone call timing, lead data, and various other needed info which our CEO requires before signing up with the examination phone call.
Manage, Organize and Analyze Your CRM Conveniently
HighLevel is a CRM device that enables you to easily take care of and arrange your calls. We presently have 19,980 contacts in our database, many of which are fractional with tags.Tags assist us to easily manage our significant contacts. For instance, for each roof lead, we add a roofing tag and for visitor posts, we include a “guest message” tag to better separate our contacts and it likewise assists us to better engage with our leads.
Managing contact lists separately can take a very long time. But you can utilize the bulk activity feature to manage big groups of call. It allows you to: Merge, Export or import, Remove, Add or get rid of the tag, Send out an email or SMS, Add to a campaign, Relocate the pipeline.
Market and Accumulate Settlements
With GoHighLevel, you can likewise accumulate repayment utilizing invoices or straight offer services, physical or digital items, and receive repayment by incorporating with third-party repayment gateways.
Develop and Take Care Of Billings
Based upon your requirements, you can create single or persisting billings for your clients. And conveniently manage every one of your invoices in a single area.
Develop and Market Products
You can create items straight from a top-level dashboard whether it is a physical, digital product, or service, and market these items making use of sales funnels.
Aside from items, you can likewise develop voucher codes for far better marketing. All you need to do is browse to the coupon tab and create as per your demands.
Collect Payments and Track Purchases
For gathering payment, you can incorporate with third-party repayment entrances such as NMI, Autorize.net, Stripe, and Paypal. Within the control panel, you can additionally create or deal with tax. Analyzing acquisitions and profits is crucial, so without any third-party device you can track orders, memberships, and transactions within your HighLevel account.
GoHighLevel Features and Pricing
The following screenshots show what features you will obtain and just how much these features will cost you if you acquire private tools for that objective. The pricing of the high degree is quite budget friendly as compared to various other tools. On top of that, it features a significant listing of features that make it worth it for agencies.
At DigiMeta, we’re utilizing a starter plan which comes with all the features that we need and it costs us $97/month. If you want more features, after that you can also attempt the unlimited plan, which costs you $297/month. However, for starting, we believe the starter plan is a good fit.
Is GoHighLevel Worth it?
Personally, we discovered GoHighLevel is the perfect all-in-one sales and marketing tool. It is a wonderful combination of pricing and features contrasted to various other rivals such as HubSpot or Salesforce. GoHighLevel not only helped us to conserve thousands of dollars that we were spending on individual devices. However it additionally conserved lots of organization hours with its marketing automation tools.