GoHighLevel For Banks – Grow Your Business!

In this GoHighLevel For Banks post, we’re going to share our 4 years of real experience, unlike others who just list down the features which are already stated on their official web site.

We’re going to cover what is GoHighLevel, its pros & cons, the reasons that we switched over to it, How we use it in our day-to-day life, pricing and actual snapshots. We hope this actual experience-based HighLevel testimonial will certainly assist you to quickly choose whether you must choose it or otherwise.

So, Let’s get into it!

What is GoHighLevel?

Before we study just how we use it, let’s first recognize what GoHighLevel is.

It is an all-in-one sales and marketing device to scale businesses and begin the trip to build customer partnerships. HighLevel has all the devices for recording even more customers, supporting clients, and closing causes growth internationally. Thus, it gives an option to firms who are fighting with the sales and marketing automation process. It likewise has a CRM device that creates, automates, and handles leads. With this tool, it becomes very simple to take care of leads while creating solid customer partnerships.

Pros and Cons of GoHighLevel

Pros

  • Economical pricing
  • All-one marketing and sales system
  • Good combination of features
  • Fantastic customer support
  • Offer a 30-day free trial, yet our viewers can get a 30-day free trial utilizing our unique link.
  • Replace a range of devices, including sale funnel, survey & form builder, email marketing, marketing automation, CRM, product selling, and more.
  • Produce sub-accounts for clients by simply spending for one agency account.

Disadvantages

  • In some cases HighLevel requires time to load appropriately
  • So many features can perplex brand-new users.
  • Required to invest high quality time learning top-level.

What We Made use of Prior to and Why We Changed to GoHighLevel?

In the initial years, our firm didn’t have a CRM device. We utilized to do whatever by hand, such as

  • Our sales department managed contacts, leads, sponsorship, and collaborations via Google Sheets and Drive.
  • Our business makes use of Screencastify to tape telephone calls and Calendly to schedule visits.
  • WordPress to produce land pages, types, and funnels.
  • Gmail to send hands-on emails and Google Workspace for documenting.

Doing points manually was not only taking lots of service hours however additionally extremely tough to track and analyze points. So, as a growing firm, we needed a device that can assist us with Automation, CRM Management, Marketing, and Tracking.

And, then ultimately we first spoke with the client; after that the possible partner. They both commended GoHighLevel for being inexpensive and valuable for marketing agencies. After hearing favorable comments, we lastly made a decision to attempt to HighLevel for our firm. After the trial period, we felt that this is the best device that we need. So, we end up purchasing the GoHighLevel starter plan ($ 97/month).

Top factors for choosing HighLevel over other devices

Wonderful Combination of Features

HighLevel is an all-in-one sales and marketing system for automation, database monitoring, sales, SMS, voicemail, email blasts, e-commerce, subscription portals, surveys, kinds, appointments, and a lot more features. You can also produce sub-accounts for your clients and take snapshots of existing sales funnels to export for various other marketing campaigns or brand names. So, we located all the features in HighLevel which we require as an expanding marketing firm.

Budget Friendly Price

In spite of a lengthy checklist of features, it is extremely budget-friendly as compared to devices. The thing we such as most about HighLevel is that we can develop sub-accounts for clients by simply spending for one company account. So, this makes it much more budget friendly for companies like us who require to produce sub-accounts for their clients without paying additional dollars.

Assistance GoHighLevel For Banks

One more factor that influenced our choice was GoHighLevel’s support. It gives wonderful support by giving access to its welcome program, priority support, phone call, assistance facility, Facebook team, occasions, premium chat solution, YouTube training video clips, and announcements.GoHighLevel has actually collaborated with our business to see to it the change to the tool was smooth. Without a helpful customer care team, the process would certainly have been far more tough and would’ve taken a lot longer for our team to learn the program.

How we Utilize it and How it Can Help You?

Allow’s now go over the GoHighLevel review thoroughly and learn how we its features in everyday firm life.

Conveniently Capture, Nurture and Close Leads

With High Level, the lead generation procedure comes to be very smooth because there are all the devices within the one platform that we need. Let’s talk briefly regarding it.

Capture New Leads:

GoHighLevel makes it easy to capture strong leads and assists us to remain organized with all our tasks. For catching new leads, we have several choices within the control panel. You can create Funnels, Landing pages, Studies, Kinds, or timetable phones call to record brand-new leads.

Nurture Leads into Consumers

For nurturing, there are many features, such as automatic reactions, follow-up campaigns, multi-channel campaigns to connect through various devices, and two-way interaction to develop close relationships with clients. Prior to GoHighLevel, our sales department was seeking a means to boost action rates and after using its nurturing features, we become able to obtain solid leads.

Close More Deals

Not just does GoHighLevel allow you to construct personal partnerships with clients, yet this device allows us to quickly analyze results and keep track of leads. As a member, you can track the development of leads, collect settlements, and will certainly have a summary of the campaign. You can additionally incorporate third-party tools into GoHighLevel, to see advanced analytics information.

Automate Marketing Tasks with WorkFlows

The most significant issue we were encountering was the hands-on handling of marketing tasks and processes. Most of the tasks are repeated, so we used to manage those tasks by hand. And therefore, it eats great deals of business hours which we can invest in other things to produce even more leads. However with HighLevel our trouble obtains solved. So, for automating service processes and jobs, we’re utilizing the GoHighLevel Workflow feature.

Workflow automation is all about developing the flow of job once. And afterwards, it will be finished instantly with no 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 a lot more marketing tasks. The following is the workflow automation that we have actually developed for the solar funnel. And this shows how the workflow automation process for supporting the solar leads once we capture it.

Establish Triggers to Send Inner or Outside Notices

There are lot of times when we have to send out notifications to our group or clients. Although these jobs fast, they still need time that could be utilized somewhere else. So, with GoHighLevel, you can use the triggers feature to send out automated internal or outside alerts. There are many triggers available in GoHighLevel, such as birthday pointers, task pointers, orders sent, the lead type sent, or other sales possibilities.

For e.g., We’re using a lead form sent trigger for our Guest Blog writing system. Whenever any lead sends a visitor blog post type, we have a committed trigger for that. And our group immediately receives a notice that we have actually received a new visitor blog post lead. From there, responsible team members can deal with the lead.

Create Unlimited Sales Funnels

Every company nowadays uses sales funnels as a marketing technique. We’re likewise developing sales funnels for our company and customers as well. The best feature of HighLevel is you can develop unlimited sales funnels, unlike various other marketing tools. HighLevel features an integrated drag-and-drop builder using which we can quickly develop sales funnel pages. You can either hold your funnel page on HighLevel or utilize the Leadconnector plugin to install funnel pages to your WordPress site.

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

On top of that, you can set workflow and trigger automation to buy funnels to capture, support, and close leads instantly. E.g. Recently, we built an automated roof sales funnel with GoHighLevel to create roof leads using YouTube ads. It is a 3-step funnel with a conversational landing page, a kind to record the data, and an automated telephone call routine page. We automated the entire backend procedure with a highlevel and below is a quick summary of it:

  • Labeling a lead with a roof covering lead tag,
  • Internal alerts to our employee of brand-new leads,
  • Immediately connected telephone calls,
  • Round-robin jobs to individuals if several sales reps.
  • Automated tailored voicemail drops to much better offer the lead at each and every single action.
  • Follow-up pointers to the lead who reserved the call.
  • Leads that do not Reserve the Onsite Satisfying immediately obtain text Text Messages to Schedule and reach out if they have more inquiries.
  • If a Lead does not Schedule 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.

Produce Surveys, Forms and Construct Sites

Before HighLevel, we were making use of a paid WpForms plugin to create forms. After purchasing HighLevel, we recreated those kinds in HighLevel and this helped us to cut down the entire expense of the WpForms Plugin. Currently, we’re not making use of any kind of form builder plugin as we produce every kind in a highlevel and afterwards embed it right into our WordPress website or HighLevel sales funnel. Surveys and forms can be created and conserved in the particular study builder and kind builder tabs. Within the survey/form builder tab, there are 3 tabs:.

The builder tab allows you to produce the survey/ form by dragging concerns onto a landing page. There are basic concerns and personalized inquiries that you can make and they will certainly be saved within the custom-made areas tab.

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

The submissions tab allows you to consider the survey/form submissions and answers GoHighLevel For Banks.

Apart from this, you can additionally create a whole internet site using HighLevel. Already, we’re not utilizing this feature, due to the fact that we currently have a WordPress web site.

Recently, GoHighLevel added a blog site feature, and using it you can create, edit and release SEO-friendly blog posts right in the HighLevel blog editor.

Create Pipelines and Track Lead Opportunities

With the Top-level pipeline feature, we develop various phases for the sales funnel to track the lead standing. For E.g. We have constructed a pipe for our guest blogging sales funnel and defined the different phases for guest post leads whereby the lead will undergo as revealed listed below.

As soon as the pipe is developed, you can browse to the chances tab to track leads. First of all, select the desired pipe from the top and afterwards choose the information variety. Currently, you can track the status of each lead and where they remain in the sales funnel process. Better, you can relocate the lead from one phase to another.

Run Campaigns at No Additional Expense

The major chunk of cash we spend on e-mail marketing software application to build, run, manage, and track e-mail campaigns. But with HighLevel we also removed this expense, and we’re not making use of any type of e-mail marketing software. Since we have this feature available right in the HighLevel dashboard. The most effective thing is it does not just enable us to run e-mail campaigns yet additionally SMS, Messenger, Call, Voicemail, and many other campaigns for marketing. Plus, you can likewise integrate your HighLevel account with Twilio to make and get phone calls/SMS using typical web languages.

Aside from this, you can likewise check the efficiency of every campaign as provided below.

Automate Appointments Booking

Have you ever understood how much time we spend following up with clients to match accessibility and completing a visit? It takes time. Right?

At DigiMeta, we offer complimentary appointment contacts us to our customers who are interested in taking our solutions. However each time we can not by hand follow up with them to deal with the visit. To do away with this circumstance, we automated the consultation reservation process with HighLevel and calendly. So, what we do is, we have a committed high-level sales funnel that is integrated with our chief executive officer’s calendly account and highlevel automation.

Wherever any type of client wishes to reserve a telephone call with our chief executive officer, they can visit our totally free consultation landing page. From there, they can enter their information and choose a time to automatically book a complimentary appointment telephone call. In the backend, the lead will be sent out to our HighLevel CRM to manage additional processes automatically. Such as sending out internal notifications to our CEO including phone call timing, lead data, and various other essential info which our CEO requires prior to signing up with the consultation call.

Manage, Organize and Evaluate Your CRM Easily

HighLevel is a CRM tool that enables you to quickly manage and arrange your calls. We currently have 19,980 contacts in our database, much of which are fractional with tags.Tags aid us to quickly manage our big contacts. As an example, for each roof covering lead, we include a roof tag and for visitor articles, we include a “guest message” tag to far better differentiate our get in touches with and it additionally helps us to far better involve with our leads.

Taking care of get in touch with listings separately can take a very long time. However you can utilize the bulk action feature to manage large teams of contact. It allows you to: Combine, Export or import, Erase, Add or remove the tag, Send out an e-mail or SMS, Contribute to a campaign, Move in the pipe.

Offer and Gather Settlements

With GoHighLevel, you can also gather payment utilizing billings or straight offer services, physical or digital products, and obtain settlement by integrating with third-party payment entrances.

Create and Handle Billings

Based upon your needs, you can create single or reoccuring invoices for your customers. And quickly take care of every one of your billings in a solitary place.

Produce and Sell Products

You can produce items directly from a top-level control panel whether it is a physical, digital item, or solution, and sell these products using sales funnels.

In addition to items, you can also produce coupon codes for far better marketing. All you require to do is browse to the coupon tab and create according to your demands.

Collect Payments and Track Purchases

For accumulating settlement, you can incorporate with third-party repayment entrances such as NMI, Autorize.net, Stripe, and Paypal. Within the control panel, you can likewise produce or handle tax obligation. Assessing purchases and profits is most important, so without any third-party tool you can track orders, registrations, and purchases within your HighLevel account.

GoHighLevel Features and Pricing

The complying with screenshots show what features you will certainly get and just how much these features will certainly cost you if you purchase specific tools for that function. The pricing of the high degree is fairly budget-friendly as compared to various other tools. In addition to that, it features a significant list of features that make it worth it for agencies.

At DigiMeta, we’re utilizing a starter plan which features all the features that we need and it costs us $97/month. If you desire extra features, after that you can also attempt the unlimited plan, which costs you $297/month. But for starting, we think the starter plan is a great fit.

Is GoHighLevel Worth it?

Directly, we discovered GoHighLevel is the best all-in-one sales and marketing device. It is a great combination of pricing and features compared to various other competitors such as HubSpot or Salesforce. GoHighLevel not only aided us to conserve thousands of bucks that we were investing in private devices. However it likewise conserved great deals of service hours with its marketing automation tools.

error: Content is protected !!
Scroll to Top