GoHighLevel Basic Account Setup – Best CRM & Automation Tool!

In this GoHighLevel Basic Account Setup article, we’re mosting likely to share our 4 years of genuine experience, unlike others who just list down the features which are currently mentioned on their official web site.

We’re mosting likely to cover what is GoHighLevel, its pros & cons, the reasons why we switched to it, How we use it in our everyday life, pricing and genuine snapshots. We hope this actual experience-based HighLevel review will certainly aid you to quickly determine whether you ought to pick it or not.

So, Allow’s get into it!

What is GoHighLevel?

Before we study how we utilize it, let’s initial comprehend what GoHighLevel is.

It is an all-in-one sales and marketing device to scale organizations and start the trip to build client relationships. HighLevel has all the devices for capturing more customers, supporting clients, and closing results in development worldwide. Thus, it offers an option to companies who are dealing with the sales and marketing automation process. It also has a CRM tool that produces, automates, and handles leads. With this tool, it ends up being very easy to take care of leads while creating strong customer partnerships.

Pros and Cons of GoHighLevel

Pros

  • Inexpensive pricing
  • All-one marketing and sales platform
  • Great combination of features
  • Terrific consumer assistance
  • Offer a 30-day free trial, however our visitor can get a 30-day free trial using our special link.
  • Change a selection of tools, consisting of sale funnel, check & create builder, email marketing, marketing automation, CRM, item selling, and extra.
  • Produce sub-accounts for clients by just paying for one company account.

Cons

  • In some cases HighLevel takes time to lots properly
  • Numerous features can perplex new individuals.
  • Required to spend top quality time learning high-level.

What We Utilized Prior to and Why We Switched to GoHighLevel?

In the first years, our business didn’t have a CRM device. We made use of to do every little thing by hand, such as

  • Our sales department took care of calls, leads, sponsorship, and partnerships through Google Sheets and Drive.
  • Our company uses Screencastify to record telephone calls and Calendly to set up visits.
  • WordPress to produce land pages, forms, and funnels.
  • Gmail to send hands-on e-mails and Google Work space for recording.

Doing things by hand was not only taking great deals of business hours yet also really challenging to track and evaluate things. So, as a growing firm, we required a device that can assist us with Automation, CRM Administration, Marketing, and Monitoring.

And, after that lastly we first spoke with the customer; then the potential companion. They both applauded GoHighLevel for being budget-friendly and beneficial for marketing companies. After listening to positive responses, we lastly made a decision to try to HighLevel for our company. After the trial period, we really felt that this is the appropriate device that we need. So, we end up acquiring the GoHighLevel starter plan ($ 97/month).

Top reasons for selecting HighLevel over other devices

Wonderful Combo of Features

HighLevel is an all-in-one sales and marketing platform for automation, database administration, sales, SMS, voicemail, email blasts, ecommerce, subscription portals, studies, forms, visits, and much more features. You can additionally develop sub-accounts for your clients and take snapshots of existing sales funnels to export for other marketing campaigns or brand names. So, we found all the features in HighLevel which we need as an expanding marketing company.

Budget Friendly Price

Regardless of a lengthy list of features, it is very budget-friendly as contrasted to devices. The thing we like most around HighLevel is that we can develop sub-accounts for clients by simply paying for one company account. So, this makes it more cost effective for agencies like us who need to produce sub-accounts for their clients without paying extra dollars.

Support GoHighLevel Basic Account Setup

An additional factor that affected our decision was GoHighLevel’s assistance. It gives fantastic support by admitting to its welcome training course, top priority support, call, help center, Facebook team, events, premium conversation solution, YouTube training videos, and announcements.GoHighLevel has dealt with our firm to make sure the transition to the device was smooth. Without a supportive customer service group, the process would certainly have been a lot more difficult and would’ve taken much longer for our team to learn the program.

How we Utilize it and How it Can Aid You?

Let’s now review the GoHighLevel review carefully and find out how we its features in daily firm life.

Quickly Capture, Nurture and Close Leads

With High Degree, the lead generation procedure comes to be extremely smooth since there are all the devices within the one platform that we need. Allow’s speak briefly regarding it.

Capture New Leads:

GoHighLevel makes it very easy to record solid leads and assists us to stay organized with all our tasks. For catching new leads, we have multiple alternatives within the control panel. You can develop Funnels, Landing pages, Surveys, Kinds, or timetable phones call to catch new leads.

Nurture Introduces Clients

For nurturing, there are lots of features, such as automatic reactions, follow-up campaigns, multi-channel campaigns to link with different devices, and two-way interaction to develop close relationships with clients. Before GoHighLevel, our sales department was searching for a means to improve feedback rates and after utilizing its nurturing features, we learn to obtain solid leads.

Close More Deals

Not only does GoHighLevel allow you to construct individual relationships with customers, however this tool permits us to conveniently examine results and keep an eye on leads. As a member, you can keep an eye on the development of leads, collect repayments, and will have an introduction of the campaign. You can also incorporate third-party tools right into GoHighLevel, to see more advanced analytics information.

Automate Marketing Tasks with WorkFlows

The largest trouble we were facing was the manual handling of marketing jobs and processes. Most of the jobs are repetitive, so we used to manage those jobs by hand. And consequently, it consumes lots of organization hours which we can spend on various other points to create even more leads. But with HighLevel our problem gets dealt with. So, for automating business procedures and tasks, we’re using the GoHighLevel Workflow feature.

Workflow automation is everything about making the flow of work once. And afterwards, it will be completed immediately without any requirement for human input. We use workflows for numerous functions, such as automation of visitor blogging systems, onboarding brand-new clients, on-line visit booking, and a lot more marketing jobs. The following is the workflow automation that we have actually designed for the solar funnel. And this demonstrates how the workflow automation procedure for supporting the solar leads once we capture it.

Establish Triggers to Send Inner or Exterior Notifications

There are often times when we need to send notices to our team or clients. Although these jobs fast, they still need a long time that could be made use of somewhere else. So, with GoHighLevel, you can use the triggers feature to send automated inner or external notices. There are several triggers offered in GoHighLevel, such as birthday suggestions, job reminders, orders submitted, the lead form submitted, or other sales possibilities.

For e.g., We’re using a lead form sent trigger for our Visitor Blogging system. Whenever any type of lead sends a guest article form, we have a specialized trigger for that. And our group automatically receives a notification that we have actually obtained a new guest article lead. From there, accountable staff member can handle the lead.

Create Unlimited Sales Funnels

Every business nowadays uses sales funnels as a marketing strategy. We’re likewise constructing sales funnels for our service and customers as well. The best aspect of HighLevel is you can create unlimited sales funnels, unlike other marketing devices. HighLevel features an integrated drag-and-drop builder making use of which we can conveniently develop sales funnel web pages. You can either organize your funnel page on HighLevel or utilize the Leadconnector plugin to install funnel pages to your WordPress website.

You can either hold your funnel page on a highlevel or utilize the Leadconnector plugin to embed funnel pages to your WordPress site. Additionally, we can incorporate the tracking codes right into sales funnels for measuring outcomes at every phase of the funnel.

In addition to that, you can establish workflow and trigger automation for sales funnels to record, support, and close leads immediately. E.g. Just recently, we constructed an automated roof covering sales funnel with GoHighLevel to produce roof covering leads using YouTube advertisements. It is a 3-step funnel with a conversational landing page, a form to record the data, and an automated call routine web page. We automated the whole backend procedure with a highlevel and here is a quick summary of it:

  • Labeling a lead with a roof lead tag,
  • Interior notices to our employee of brand-new leads,
  • Immediately linked calls,
  • Round-robin assignments to users if several sales reps.
  • Automated individualized voicemail drops to better serve the lead at each and every single step.
  • Follow-up reminders to the lead who reserved the call.
  • Leads that do not Schedule the Onsite Satisfying instantly receive SMS Text Messages to Schedule and reach out if they have additional concerns.
  • If a Lead does not Book after an SMS Text Follow-Up, an automated Email is sent out to a Sales Representative with the Lead’s Name and Telephone number for a Manual Follow-Up.

Create Studies, Types and Develop Sites

Before HighLevel, we were making use of a paid WpForms plugin to develop forms. After buying HighLevel, we recreated those kinds in HighLevel and this aided us to cut down the entire cost of the WpForms Plugin. Now, we’re not utilizing any kind builder plugin as we develop every form in a highlevel and then installed it right into our WordPress site or HighLevel sales funnel. Studies and types can be produced and conserved in the particular study builder and type builder tabs. Within the survey/form builder tab, there are 3 tabs:.

The builder tab permits you to develop the survey/ kind by dragging concerns onto a landing page. There are standard concerns and customized concerns that you can make and they will be saved within the customized fields tab.

The evaluate tab allows you to look at the entries with time.

The submissions tab allows you to consider the survey/form submissions and solutions GoHighLevel Basic Account Setup.

Apart from this, you can likewise develop a whole website making use of HighLevel. Currently, we’re not using this feature, due to the fact that we currently have a WordPress internet site.

Just recently, GoHighLevel included a blog feature, and using it you can compose, edit and publish SEO-friendly article right in the HighLevel blog site editor.

Develop Pipes and Track Lead Opportunities

With the Top-level pipeline feature, we produce various phases for the sales funnel to track the lead status. For E.g. We have constructed a pipeline for our visitor blogging sales funnel and defined the different stages for visitor blog post leads through which the lead will certainly go through as revealed below.

Once the pipeline is developed, you can navigate to the possibilities tab to track leads. Firstly, select the preferred pipeline from the top and then select the information variety. Currently, you can track the condition of each lead and where they are in the sales funnel procedure. Better, you can relocate the lead from one phase to one more.

Run Campaigns at No Extra Cost

The significant chunk of cash we invest in email marketing software to develop, run, handle, and track email campaigns. But with HighLevel we additionally eliminated this expense, and we’re not using any type of e-mail marketing software. Because we have this feature available right in the HighLevel control panel. The best thing is it does not just permit us to run e-mail campaigns however additionally SMS, Messenger, Phone Call, Voicemail, and many other campaigns for marketing. And also, you can additionally integrate your HighLevel account with Twilio to make and obtain phone calls/SMS utilizing common web languages.

Besides this, you can likewise check the efficiency of every campaign as given listed below.

Automate Appointments Booking

Have you ever before recognized just how much time we spend following up with clients to match schedule and finalizing a consultation? It requires time. Right?

At DigiMeta, we provide free examination phones call to our customers who have an interest in taking our solutions. Yet every time we can not by hand follow up with them to fix the visit. To remove this situation, we automated the consultation reservation procedure with HighLevel and calendly. So, what we do is, we have a specialized top-level sales funnel that is incorporated with our CEO’s calendly account and highlevel automation.

Wherever any kind of customer wishes to schedule a phone call with our CEO, they can visit our cost-free assessment landing page. From there, they can enter their information and choose a time to instantly book a complimentary appointment telephone call. In the backend, the lead will be sent out to our HighLevel CRM to manage further processes immediately. Such as sending out inner notifications to our chief executive officer including call timing, lead data, and other required details which our chief executive officer needs prior to joining the consultation phone call.

Manage, Organize and Assess Your CRM Quickly

HighLevel is a CRM device that allows you to quickly handle and arrange your calls. We presently have 19,980 contacts in our data source, a lot of which are segmented with tags.Tags assist us to quickly handle our substantial get in touches with. As an example, for every single roof lead, we include a roof tag and for visitor posts, we include a “visitor article” tag to much better separate our get in touches with and it also helps us to much better involve with our leads.

Managing get in touch with listings individually can take a very long time. Yet you can utilize the mass action feature to handle huge groups of get in touch with. It enables you to: Merge, Export or import, Delete, Include or get rid of the tag, Send an e-mail or SMS, Add to a campaign, Relocate the pipe.

Sell and Collect Repayments

With GoHighLevel, you can likewise collect payment making use of invoices or directly offer solutions, physical or digital items, and receive settlement by integrating with third-party payment entrances.

Create and Take Care Of Invoices

Based upon your demands, you can develop single or persisting invoices for your clients. And easily take care of all of your invoices in a solitary location.

Produce and Offer Products

You can create items straight from a high-level control panel whether it is a physical, digital item, or solution, and sell these items utilizing sales funnels.

In addition to products, you can additionally produce promo code codes for much better marketing. All you require to do is navigate to the promo code tab and produce according to your needs.

Collect Settlements and Track Purchases

For accumulating settlement, you can incorporate with third-party payment portals such as NMI, Autorize.net, Stripe, and Paypal. Within the control panel, you can also produce or take care of tax obligation. Analyzing acquisitions and revenue is most important, so with no third-party device you can track orders, subscriptions, and purchases within your HighLevel account.

GoHighLevel Features and Pricing

The adhering to screenshots reveal what features you will certainly obtain and how much these features will certainly cost you if you acquire individual tools for that objective. The pricing of the high level is fairly cost effective as contrasted to other tools. In addition to that, it includes a big listing of features that make it worth it for agencies.

At DigiMeta, we’re making use of a starter plan which comes with all the features that we need and it costs us $97/month. If you want extra features, then you can additionally try the unlimited plan, which costs you $297/month. But also for beginning, we think the starter plan is a great fit.

Is GoHighLevel Well worth it?

Directly, we located GoHighLevel is the perfect all-in-one sales and marketing device. It is a nice combination of pricing and features compared to various other competitors such as HubSpot or Salesforce. GoHighLevel not only helped us to conserve hundreds of dollars that we were spending on private tools. However it additionally conserved great deals of service hours with its marketing automation devices.

error: Content is protected !!
Scroll to Top