GoHighLevel For Bookkeepers – All Details Explained!

In this GoHighLevel For Bookkeepers article, we’re mosting likely to share our 4 years of actual experience, unlike others who just list down the features which are already discussed on their official site.

We’re going to cover what is GoHighLevel, its pros & cons, the reasons why we switched to it, How we utilize it in our daily life, pricing and genuine snapshots. We hope this genuine experience-based HighLevel evaluation will assist you to conveniently decide whether you must choose it or not.

So, Allow’s enter into it!

What is GoHighLevel?

Before we dive into exactly how we use it, allow’s very first understand what GoHighLevel is.

It is an all-in-one sales and marketing tool to scale companies and start the journey to build client relationships. HighLevel has all the devices for capturing more consumers, nurturing clients, and closing results in growth around the world. Thus, it gives a remedy to agencies who are struggling with the sales and marketing automation process. It also has a CRM tool that creates, automates, and manages leads. With this device, it comes to be really easy to handle leads while developing strong customer relationships.

Pros and Cons of GoHighLevel

Pros

  • Budget-friendly pricing
  • All-one marketing and sales system
  • Nice combination of features
  • Terrific consumer support
  • Offer a 30-day free trial, yet our reader can get a 30-day free trial using our unique link.
  • Change a range of tools, including sale funnel, evaluate & create builder, e-mail marketing, marketing automation, CRM, item selling, and more.
  • Produce sub-accounts for customers by simply spending for one agency account.

Disadvantages

  • Often HighLevel takes time to tons properly
  • A lot of features can perplex new individuals.
  • Need to invest top quality time learning top-level.

What We Utilized Before and Why We Switched to GoHighLevel?

In the preliminary years, our firm didn’t have a CRM tool. We made use of to do whatever by hand, such as

  • Our sales department handled contacts, leads, sponsorship, and partnerships via Google Sheets and Drive.
  • Our firm makes use of Screencastify to tape-record calls and Calendly to arrange consultations.
  • WordPress to create land web pages, types, and funnels.
  • Gmail to send out hand-operated e-mails and Google Workspace for recording.

Doing things by hand was not only taking great deals of business hours but additionally extremely difficult to track and examine things. So, as a growing firm, we were in need of a tool that can assist us with Automation, CRM Monitoring, Marketing, and Monitoring.

And, then ultimately we first learnt through the customer; then the possible partner. They both commended GoHighLevel for being budget friendly and beneficial for marketing agencies. After listening to positive feedback, we finally determined to try to HighLevel for our agency. After the trial period, we felt that this is the best device that we need. So, we end up buying the GoHighLevel starter plan ($ 97/month).

Leading factors for choosing HighLevel over other tools

Good Combination of Features

HighLevel is an all-in-one sales and marketing system for automation, data source administration, sales, SMS, voicemail, e-mail blasts, e-commerce, membership websites, surveys, forms, appointments, and much more features. You can likewise develop sub-accounts for your clients 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 an expanding marketing agency.

Budget Friendly Price

In spite of a lengthy checklist of features, it is very affordable as compared to tools. Things we such as most about HighLevel is that we can develop sub-accounts for clients by just spending for one company account. So, this makes it much more affordable for agencies like us who need to create sub-accounts for their clients without paying additional dollars.

Assistance GoHighLevel For Bookkeepers

An additional element that influenced our choice was GoHighLevel’s support. It gives wonderful assistance by giving access to its welcome training course, priority support, telephone call, assistance center, Facebook group, events, premium chat service, YouTube training video clips, and announcements.GoHighLevel has actually dealt with our business to make certain the change to the tool was smooth. Without a supportive client service group, the procedure would have been far more tough and would’ve taken much longer for our team to discover the program.

How we Use it and How it Can Aid You?

Allow’s now discuss the GoHighLevel testimonial in detail and learn just how we its features in daily firm life.

Quickly Capture, Nurture and Close Leads

With High Level, the lead generation procedure becomes really smooth since there are all the devices within the one system that we require. Allow’s talk briefly regarding it.

Capture New Leads:

GoHighLevel makes it easy to record strong leads and helps us to stay organized with all our tasks. For recording brand-new leads, we have multiple options within the dashboard. You can create Funnels, Landing pages, Surveys, Forms, or schedule calls to record brand-new leads.

Nurture Introduces Consumers

For nurturing, there are lots of features, such as automated feedbacks, follow-up campaigns, multi-channel campaigns to connect through various gadgets, and two-way communication to develop close relationships with customers. Prior to GoHighLevel, our sales division was searching for a method to boost reaction rates and after using its nurturing features, we learn to obtain solid leads.

Close Even More Offers

Not just does GoHighLevel permit you to develop individual relationships with clients, yet this tool enables us to easily evaluate results and track leads. As a member, you can keep track of the development of leads, gather settlements, and will certainly have an overview of the campaign. You can likewise incorporate third-party tools right into GoHighLevel, to see more advanced analytics data.

Automate Marketing Tasks with WorkFlows

The greatest issue we were encountering was the hands-on handling of marketing tasks and procedures. Most of the jobs are repetitive, so we used to take care of those jobs by hand. And consequently, it takes in great deals of service hours which we can invest in various other points to produce more leads. But with HighLevel our issue gets fixed. So, for automating service procedures and jobs, we’re making use of the GoHighLevel Workflow feature.

Workflow automation is all about making the flow of job when. And after that, it will be finished immediately without any demand for human input. We utilize workflows for several objectives, such as automation of visitor blog writing systems, onboarding new customers, on the internet appointment booking, and a lot more marketing jobs. The following is the workflow automation that we have actually made 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 Interior or Exterior Notifications

There are often times when we have to send out notifications to our group or customers. Although these jobs are quick, they still require some time that could be utilized elsewhere. So, with GoHighLevel, you can make use of the triggers feature to send automatic inner or exterior notices. There are lots of triggers available in GoHighLevel, such as birthday tips, job pointers, orders submitted, the lead kind sent, or other sales possibilities.

For e.g., We’re using a lead kind submitted trigger for our Guest Blogging system. Whenever any type of lead sends a guest article form, we have a devoted trigger for that. And our group instantly gets a notification that we’ve gotten a new visitor blog post lead. From there, liable employee can handle the lead.

Develop Unlimited Sales Funnels

Every company nowadays makes use of sales funnels as a marketing strategy. We’re additionally building sales funnels for our organization and customers also. The best thing about HighLevel is you can produce unlimited sales funnels, unlike other marketing devices. HighLevel comes with an integrated drag-and-drop builder making use of which we can easily produce sales funnel web pages. You can either host your funnel page on HighLevel or utilize the Leadconnector plugin to install funnel pages to your WordPress site.

You can either organize your funnel page on a highlevel or utilize the Leadconnector plugin to embed funnel web pages to your WordPress website. Likewise, we can integrate the tracking codes right into sales funnels for gauging results at every phase of the funnel.

On top of that, you can establish workflow and trigger automation for sales funnels to capture, nurture, and close leads instantly. E.g. Just recently, we developed an automated roof sales funnel with GoHighLevel to produce roof covering leads making use of YouTube ads. It is a 3-step funnel with a conversational landing page, a kind to capture the data, and an automated call schedule page. We automated the whole backend procedure with a highlevel and right here is a fast overview of it:

  • Labeling a lead with a roof covering lead tag,
  • Internal notices to our team members of brand-new leads,
  • Automatically connected calls,
  • Round-robin jobs to customers if multiple sales reps.
  • Automated customized voicemail drops to far better serve the lead at every action.
  • Follow-up suggestions to the lead who scheduled the call.
  • Leads that do not Schedule the Onsite Satisfying automatically obtain SMS Text Messages to Book and connect if they have further concerns.
  • If a Lead does not Book after an SMS Text Follow-Up, an automated Email is sent out to a Sales Agent with the Lead’s Name and Phone Number for a Handbook Follow-Up.

Create Studies, Kinds and Build Web Sites

Prior to HighLevel, we were utilizing a paid WpForms plugin to produce kinds. After purchasing HighLevel, we recreated those kinds in HighLevel and this assisted us to reduce the whole expense of the WpForms Plugin. Now, we’re not making use of any type of type builder plugin as we produce every kind in a highlevel and after that installed it right into our WordPress website or HighLevel sales funnel. Surveys and forms can be produced and saved in the corresponding study builder and form builder tabs. Within the survey/form builder tab, there are 3 tabs:.

The builder tab permits you to create the study/ kind by dragging concerns onto a landing page. There are conventional concerns and custom concerns that you can make and they will certainly be saved within the customized areas tab.

The evaluate tab permits you to check out the submissions over time.

The entries tab permits you to consider the survey/form entries and responses GoHighLevel For Bookkeepers.

In addition to this, you can also develop an entire web site using HighLevel. Already, we’re not utilizing this feature, because we already have a WordPress site.

Just recently, GoHighLevel added a blog feature, and using it you can create, modify and release SEO-friendly article right in the HighLevel blog editor.

Develop Pipelines and Track Lead Opportunities

With the High-Level pipe feature, we develop various phases for the sales funnel to track the lead status. For E.g. We have constructed a pipe for our guest blogging sales funnel and specified the different phases for visitor post leads where the lead will undergo as revealed listed below.

As soon as the pipe is created, you can browse to the opportunities tab to track leads. First of all, pick the desired pipe from the top and then choose the data array. Now, you can track the standing of each lead and where they remain in the sales funnel process. Further, you can move the lead from one stage to another.

Run Campaigns at No Bonus Cost

The major piece of cash we spend on email marketing software application to construct, run, manage, and track e-mail campaigns. But with HighLevel we also removed this expense, and we’re not using any e-mail marketing software application. Due to the fact that we have this feature readily available right in the HighLevel control panel. The very best thing is it doesn’t only enable us to run e-mail campaigns yet additionally SMS, Messenger, Call, Voicemail, and lots of various other campaigns for marketing. Plus, you can likewise incorporate your HighLevel account with Twilio to make and obtain phone calls/SMS using typical internet languages.

Besides this, you can additionally inspect the performance of every campaign as provided listed below.

Automate Appointments Booking

Have you ever recognized how much time we invest following up with customers to match accessibility and finalizing a consultation? It takes time. Right?

At DigiMeta, we provide cost-free consultation calls to our clients who have an interest in taking our services. Yet whenever we can not by hand follow up with them to deal with the visit. To get rid of this scenario, we automated the appointment booking procedure with HighLevel and calendly. So, what we do is, we have a specialized top-level sales funnel that is integrated with our CEO’s calendly account and highlevel automation.

Wherever any kind of customer intends to book a telephone call with our CEO, they can visit our cost-free appointment landing page. From there, they can enter their details and select a time to immediately reserve a totally free examination call. In the backend, the lead will certainly be sent out to our HighLevel CRM to manage more processes instantly. Such as sending internal notices to our CEO consisting of telephone call timing, lead data, and various other necessary info which our CEO requires prior to signing up with the examination phone call.

Manage, Organize and Analyze Your CRM Conveniently

HighLevel is a CRM tool that enables you to easily take care of and organize your contacts. We presently have 19,980 contacts in our data source, most of which are fractional with tags.Tags assist us to conveniently handle our significant get in touches with. As an example, for every roofing lead, we include a roof covering tag and for visitor blog posts, we add a “guest article” tag to much better separate our get in touches with and it also assists us to far better involve with our leads.

Handling call checklists separately can take a long time. But you can use the mass action feature to take care of huge groups of call. It enables you to: Merge, Export or import, Erase, Include or remove the tag, Send an e-mail or SMS, Add to a campaign, Relocate the pipeline.

Offer and Gather Repayments

With GoHighLevel, you can additionally accumulate repayment utilizing invoices or directly market services, physical or digital items, and get settlement by integrating with third-party repayment portals.

Produce and Take Care Of Invoices

Based upon your needs, you can produce single or persisting billings for your clients. And quickly take care of every one of your invoices in a solitary area.

Create and Sell Products

You can produce items straight from a high-level control panel whether it is a physical, digital product, or solution, and sell these products making use of sales funnels.

In addition to products, you can likewise develop discount coupon codes for better marketing. All you require to do is navigate to the promo code tab and produce according to your requirements.

Gather Repayments and Track Transactions

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 likewise develop or manage tax obligation. Evaluating acquisitions and income is most important, so with no third-party device you can track orders, registrations, and deals within your HighLevel account.

GoHighLevel Features and Pricing

The adhering to screenshots show what features you will get and just how much these features will cost you if you purchase private tools for that objective. The pricing of the high level is quite affordable as compared to other tools. On top of that, it features a massive list of features that make it worth it for agencies.

At DigiMeta, we’re utilizing a starter plan which includes all the features that we require and it costs us $97/month. If you desire extra features, then you can also attempt the unlimited plan, which costs you $297/month. But also for beginning, we assume the starter plan is an excellent fit.

Is GoHighLevel Well worth it?

Personally, we found GoHighLevel is the ideal all-in-one sales and marketing device. It is a nice combination of pricing and features contrasted to various other competitors such as HubSpot or Salesforce. GoHighLevel not just aided us to save thousands of bucks that we were spending on private tools. But it also conserved great deals of business hours with its marketing automation devices.

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