GoHighLevel Appointment Notes – Everything Explained!

In this GoHighLevel Appointment Notes post, we’re mosting likely to share our 4 years of real experience, unlike others who just note down the features which are currently pointed out on their main site.

We’re going to cover what is GoHighLevel, its pros & cons, the reasons we changed to it, How we use it in our daily life, pricing and genuine snapshots. We wish this genuine experience-based HighLevel evaluation will certainly aid you to easily make a decision whether you should pick it or otherwise.

So, Let’s get involved in it!

What is GoHighLevel?

Prior to we study exactly how we utilize it, allow’s first understand what GoHighLevel is.

It is an all-in-one sales and marketing tool to scale services and begin the trip to construct consumer partnerships. HighLevel has all the devices for recording even more clients, nurturing customers, and closing results in growth around the world. Thus, it gives a solution to firms who are dealing with the sales and marketing automation process. It also has a CRM device that generates, automates, and manages leads. With this tool, it becomes very simple to handle leads while creating strong customer partnerships.

Benefits and Drawbacks of GoHighLevel

Pros

  • Budget-friendly pricing
  • All-one marketing and sales system
  • Great combination of features
  • Terrific client assistance
  • Deal a 30-day free trial, however our reader can obtain a 30-day free trial utilizing our unique web link.
  • Replace a variety of devices, consisting of sale funnel, check & create builder, e-mail marketing, marketing automation, CRM, item selling, and much more.
  • Produce sub-accounts for clients by just paying for one company account.

Cons

  • In some cases HighLevel requires time to lots correctly
  • So many features can perplex brand-new customers.
  • Required to invest top quality time learning top-level.

What We Utilized Before and Why We Switched to GoHighLevel?

In the preliminary years, our firm really did not have a CRM tool. We used to do every little thing by hand, such as

  • Our sales division handled contacts, leads, sponsorship, and partnerships with Google Sheets and Drive.
  • Our company utilizes Screencastify to videotape phone calls and Calendly to arrange consultations.
  • WordPress to produce land web pages, kinds, and funnels.
  • Gmail to send out hand-operated e-mails and Google Work space for documenting.

Doing things by hand was not just taking lots of organization hours however likewise extremely challenging to track and analyze things. So, as an expanding company, we needed a tool that can help us with Automation, CRM Administration, Marketing, and Monitoring.

And, after that ultimately we first spoke with the customer; after that the possible companion. They both commended GoHighLevel for being budget-friendly and useful for marketing companies. After listening to favorable comments, we lastly made a decision to attempt to HighLevel for our agency. After the trial duration, we really felt that this is the right device that we need. So, we wind up acquiring the GoHighLevel starter plan ($ 97/month).

Leading factors for selecting HighLevel over various other tools

Great Combo of Features

HighLevel is an all-in-one sales and marketing system for automation, data source monitoring, sales, SMS, voicemail, e-mail blasts, e-commerce, subscription portals, surveys, forms, visits, and many more features. You can additionally produce sub-accounts for your clients and take snapshots of existing sales funnels to export for other marketing campaigns or brand names. So, we discovered all the features in HighLevel which we require as an expanding marketing agency.

Budget-friendly Rate

In spite of a lengthy list of features, it is extremely budget friendly as compared to devices. The important things we such as most around HighLevel is that we can create sub-accounts for clients by simply spending for one agency account. So, this makes it a lot more budget-friendly for companies like us who need to produce sub-accounts for their clients without paying added bucks.

Assistance GoHighLevel Appointment Notes

An additional element that influenced our choice was GoHighLevel’s support. It provides terrific support by admitting to its welcome training course, concern support, telephone call, assistance facility, Facebook group, occasions, costs chat service, YouTube training videos, and announcements.GoHighLevel has actually worked with our business to ensure the shift to the tool was smooth. Without a supportive customer service group, the procedure would have been a lot more challenging and would’ve taken much longer for our group to find out the program.

How we Utilize it and How it Can Assist You?

Let’s now go over the GoHighLevel evaluation in detail and find out just how we its features in day-to-day firm life.

Conveniently Capture, Nurture and Close Leads

With High Level, the lead generation process ends up being really smooth due to the fact that there are all the devices within the one system that we require. Let’s speak briefly regarding it.

Capture New Leads:

GoHighLevel makes it simple to capture strong leads and assists us to remain organized with all our projects. For capturing new leads, we have several options within the control panel. You can produce Funnels, Landing pages, Surveys, Forms, or timetable calls to catch new leads.

Nurture Introduces Customers

For nurturing, there are many features, such as automatic responses, follow-up campaigns, multi-channel campaigns to link with different gadgets, and two-way interaction to build close relationships with customers. Prior to GoHighLevel, our sales department was trying to find a way to enhance reaction prices and after using its nurturing features, we become able to obtain solid leads.

Close Even More Offers

Not only does GoHighLevel allow you to build personal partnerships with customers, yet this tool enables us to quickly evaluate outcomes and keep an eye on leads. As a member, you can keep track of the progress of leads, collect payments, and will certainly have a review of the campaign. You can additionally integrate third-party devices into GoHighLevel, to see advanced analytics information.

Automate Marketing Tasks with WorkFlows

The largest issue we were facing was the hands-on handling of marketing jobs and processes. A lot of the jobs are recurring, so we made use of to handle those jobs manually. And therefore, it takes in great deals of organization hours which we can invest in various other things to produce more leads. But with HighLevel our issue gets fixed. So, for automating company processes and tasks, we’re utilizing the GoHighLevel Workflow feature.

Workflow automation is everything about creating the flow of job once. And afterwards, it will certainly be completed immediately with no demand for human input. We utilize workflows for multiple functions, such as automation of visitor blog writing systems, onboarding brand-new clients, online consultation booking, and a lot more marketing jobs. The following is the workflow automation that we have actually made for the solar funnel. And this demonstrates how the workflow automation procedure for nurturing the solar leads once we capture it.

Establish Triggers to Send Inner or Outside Notices

There are many times when we have to send out alerts to our team or clients. Although these jobs are quick, they still require some time that could be utilized in other places. So, with GoHighLevel, you can make use of the triggers feature to send automated inner or outside notifications. There are many triggers offered in GoHighLevel, such as birthday celebration pointers, task pointers, orders submitted, the lead kind submitted, or various other sales opportunities.

For e.g., We’re using a lead form submitted trigger for our Visitor Blog writing system. Whenever any type of lead sends a guest post form, we have a specialized trigger for that. And our group immediately receives a notification that we’ve received a new guest article lead. From there, liable staff member can take care of the lead.

Create Unlimited Sales Funnels

Every organization nowadays utilizes sales funnels as a marketing strategy. We’re also building sales funnels for our service and customers too. The best aspect of HighLevel is you can develop limitless sales funnels, unlike various other marketing tools. HighLevel comes with an integrated drag-and-drop builder utilizing which we can quickly create sales funnel web pages. You can either hold your funnel page on HighLevel or utilize the Leadconnector plugin to install funnel web pages to your WordPress site.

You can either hold your funnel page on a highlevel or make use of the Leadconnector plugin to install funnel pages to your WordPress website. Additionally, we can integrate the tracking codes right into sales funnels for measuring results at every stage of the funnel.

In addition to that, you can establish workflow and trigger automation available funnels to capture, support, and close leads automatically. E.g. Just recently, we built an automated roof covering sales funnel with GoHighLevel to generate roof leads utilizing YouTube ads. It is a 3-step funnel with a conversational landing page, a kind to capture the information, and an automated call schedule web page. We automated the whole backend procedure with a highlevel and below is a quick summary of it:

  • Identifying a lead with a roof covering lead tag,
  • Internal alerts to our employee of brand-new leads,
  • Automatically linked calls,
  • Round-robin assignments to customers if multiple sales reps.
  • Automated tailored voicemail goes down to much better offer the lead at every action.
  • Follow-up suggestions to the lead who booked the call.
  • Leads that do not Reserve the Onsite Meeting instantly get text Text Messages to Reserve and connect if they have further questions.
  • If a Lead does not Reserve after an SMS Text Follow-Up, a computerized Email is sent out to a Sales Representative with the Lead’s Name and Telephone number for a Handbook Follow-Up.

Produce Studies, Forms and Develop Web Sites

Before HighLevel, we were utilizing a paid WpForms plugin to produce types. After acquiring HighLevel, we recreated those forms in HighLevel and this aided us to reduce the whole cost of the WpForms Plugin. Currently, we’re not making use of any type of type builder plugin as we produce every type in a highlevel and then installed it into our WordPress site or HighLevel sales funnel. Surveys and kinds can be created and conserved in the corresponding study builder and type builder tabs. Within the survey/form builder tab, there are 3 tabs:.

The builder tab enables you to develop the survey/ type by dragging concerns onto a landing page. There are common questions and personalized inquiries that you can make and they will be conserved within the custom-made fields tab.

The evaluate tab allows you to check out the entries gradually.

The entries tab enables you to take a look at the survey/form entries and solutions GoHighLevel Appointment Notes.

Aside from this, you can additionally create a whole internet site using HighLevel. Already, we’re not using this feature, because we already have a WordPress web site.

Recently, GoHighLevel added a blog feature, and utilizing it you can create, modify and publish SEO-friendly post right in the HighLevel blog site editor.

Create Pipes and Track Lead Opportunities

With the High-Level pipeline feature, we produce different phases for the sales funnel to track the lead condition. For E.g. We have actually developed a pipeline for our guest blogging sales funnel and defined the different phases for guest post leads whereby the lead will certainly experience as shown below.

As soon as the pipe is created, you can navigate to the possibilities tab to track leads. Firstly, select the preferred pipeline from the top and afterwards choose the information array. Currently, you can track the standing of each lead and where they remain in the sales funnel process. Even more, you can move the lead from one phase to another.

Run Campaigns at No Bonus Price

The significant piece of money we invest in email marketing software program to develop, run, take care of, and track email campaigns. However with HighLevel we also eliminated this expense, and we’re not utilizing any e-mail marketing software. Since we have this feature offered right in the HighLevel control panel. The most effective point is it doesn’t just allow us to run e-mail campaigns but also SMS, Carrier, Phone Call, Voicemail, and lots of various other advocate marketing. And also, you can likewise incorporate your HighLevel account with Twilio to make and receive phone calls/SMS utilizing basic internet languages.

Apart from this, you can also check the performance of every campaign as given below.

Automate Appointments Booking

Have you ever before understood just how much time we invest following up with customers to match availability and wrapping up a consultation? It takes some time. Right?

At DigiMeta, we provide totally free assessment calls to our customers who are interested in taking our services. But every time we can not by hand follow up with them to take care of the appointment. To eliminate this situation, we automated the consultation reservation procedure with HighLevel and calendly. So, what we do is, we have a devoted top-level sales funnel that is incorporated with our CEO’s calendly account and highlevel automation.

Wherever any kind of client wishes to reserve a telephone call with our CEO, they can see our cost-free examination landing page. From there, they can enter their details and choose a time to automatically book a cost-free examination call. In the backend, the lead will certainly be sent out to our HighLevel CRM to deal with further procedures immediately. Such as sending internal alerts to our CEO including phone call timing, lead information, and other required info which our chief executive officer needs prior to signing up with the assessment phone call.

Manage, Organize and Assess Your CRM Easily

HighLevel is a CRM tool that enables you to quickly take care of and organize your calls. We presently have 19,980 contacts in our database, a lot of which are segmented with tags.Tags help us to easily handle our significant calls. For example, for each roof covering lead, we include a roof covering tag and for guest posts, we include a “visitor message” tag to far better separate our get in touches with and it also assists us to far better involve with our leads.

Handling contact lists individually can take a long time. But you can use the mass action feature to manage large teams of contact. It permits you to: Merge, Export or import, Remove, Add or get rid of the tag, Send out an e-mail or SMS, Include in a campaign, Move in the pipe.

Offer and Gather Settlements

With GoHighLevel, you can additionally accumulate payment making use of invoices or directly market services, physical or digital items, and receive settlement by integrating with third-party repayment gateways.

Produce and Take Care Of Invoices

Based on your needs, you can create single or persisting billings for your customers. And conveniently manage all of your billings in a single area.

Develop and Sell Products

You can develop items straight from a top-level dashboard whether it is a physical, digital product, or solution, and market these items utilizing sales funnels.

In addition to items, you can likewise produce promo code codes for much better marketing. All you need to do is navigate to the coupon tab and produce as per your requirements.

Collect Payments and Track Deals

For gathering settlement, you can integrate with third-party settlement entrances such as NMI, Autorize.net, Stripe, and Paypal. Within the dashboard, you can likewise develop or deal with tax. Assessing purchases and profits is crucial, so with no third-party device you can track orders, registrations, and transactions within your HighLevel account.

GoHighLevel Features and Pricing

The following screenshots reveal what features you will get and just how much these features will cost you if you get private tools for that function. The pricing of the high degree is rather budget friendly as contrasted to other devices. On top of that, it features a substantial list of features that make it worth it for firms.

At DigiMeta, we’re using a starter plan which comes with all the features that we require and it costs us $97/month. If you want much more features, then you can likewise attempt the unlimited plan, which costs you $297/month. However, for starting, we assume the starter plan is a good fit.

Is GoHighLevel Worth it?

Personally, we found GoHighLevel is the ideal all-in-one sales and marketing device. It is a good combination of pricing and features contrasted to various other rivals such as HubSpot or Salesforce. GoHighLevel not just helped us to save hundreds of dollars that we were spending on specific devices. However it additionally conserved great deals of company hours with its marketing automation tools.

error: Content is protected !!
Scroll to Top