In this GoHighLevel For Life Insurance article, we’re mosting likely to share our 4 years of genuine experience, unlike others who just note down the features which are already discussed on their official website.
We’re going to cover what is GoHighLevel, its pros & disadvantages, the reasons that we switched to it, How we use it in our day-to-day life, pricing and genuine snapshots. We wish this actual experience-based HighLevel testimonial will certainly help you to quickly decide whether you must choose it or not.
So, Let’s get into it!
What is GoHighLevel?
Prior to we study just how we use it, let’s initial comprehend what GoHighLevel is.
It is an all-in-one sales and marketing tool to range businesses and begin the journey to construct client connections. HighLevel has all the devices for capturing more clients, supporting clients, and closing causes development worldwide. Therefore, it gives a remedy to firms who are fighting with the sales and marketing automation procedure. It also has a CRM device that produces, automates, and handles leads. With this device, it ends up being extremely easy to manage leads while creating strong client relationships.
Advantages and Disadvantages of GoHighLevel
Pros
- Budget friendly pricing
- All-one marketing and sales platform
- Good combination of features
- Terrific consumer support
- Deal a 30-day free trial, however our visitor can obtain a 30-day free trial using our special web link.
- Replace a variety of tools, including sale funnel, survey & develop builder, e-mail marketing, marketing automation, CRM, product selling, and extra.
- Develop sub-accounts for customers by just paying for one firm account.
Cons
- Sometimes HighLevel takes some time to load appropriately
- A lot of features can perplex new individuals.
- Required to spend high quality time learning high-level.
What We Made use of Prior to 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 manually, such as
- Our sales department managed contacts, leads, sponsorship, and partnerships with Google Sheets and Drive.
- Our firm utilizes Screencastify to videotape calls and Calendly to set up consultations.
- WordPress to develop land pages, forms, and funnels.
- Gmail to send hands-on emails and Google Work space for documenting.
Doing things manually was not only taking great deals of company hours however additionally extremely challenging to track and examine points. So, as an expanding company, we needed a device that can assist us with Automation, CRM Administration, Marketing, and Tracking.
And, then lastly we first heard from the customer; then the possible partner. They both commended GoHighLevel for being economical and helpful for marketing agencies. After hearing favorable comments, we ultimately decided to attempt to HighLevel for our firm. After the trial duration, we really felt that this is the appropriate tool that we need. So, we wind up buying the GoHighLevel starter plan ($ 97/month).
Top reasons for picking HighLevel over various other devices
Great Combination of Features
HighLevel is an all-in-one sales and marketing system for automation, data source management, sales, SMS, voicemail, e-mail blasts, shopping, membership portals, studies, types, consultations, and a lot more features. You can also produce sub-accounts for your clients and take snapshots of existing sales funnels to export for other marketing campaigns or brands. So, we discovered all the features in HighLevel which we need as an expanding marketing agency.
Affordable Price
Despite a long listing of features, it is extremely budget-friendly as compared to devices. Things we such as most about HighLevel is that we can produce sub-accounts for clients by just spending for one firm account. So, this makes it extra affordable for firms like us who require to produce sub-accounts for their clients without paying added dollars.
Assistance GoHighLevel For Life Insurance
Another aspect that affected our decision was GoHighLevel’s assistance. It gives great support by giving access to its welcome program, priority support, phone call, help facility, Facebook team, events, premium chat solution, YouTube training video clips, and announcements.GoHighLevel has dealt with our company to see to it the shift to the tool was smooth. Without a supportive customer care group, the procedure would certainly have been much more hard and would certainly’ve taken a lot longer for our group to learn the program.
How we Utilize it and How it Can Assist You?
Let’s currently discuss the GoHighLevel testimonial in detail and discover exactly how we its features in everyday agency life.
Quickly Capture, Nurture and Close Leads
With High Degree, the lead generation procedure becomes really smooth due to the fact that there are all the tools within the one platform that we require. Allow’s speak briefly concerning it.
Capture New Leads:
GoHighLevel makes it easy to capture strong leads and helps us to remain organized with all our projects. For capturing brand-new leads, we have several choices within the dashboard. You can develop Funnels, Landing pages, Studies, Kinds, or schedule calls to catch brand-new leads.
Support Leads into Customers
For nurturing, there are numerous features, such as automatic actions, follow-up campaigns, multi-channel campaigns to link through various gadgets, and two-way communication to build close relationships with clients. Prior to GoHighLevel, our sales department was trying to find a method to boost feedback prices and after utilizing its nurturing features, we become able to get solid leads.
Close More Deals
Not just does GoHighLevel enable you to develop personal relationships with customers, yet this device allows us to quickly analyze results and track leads. As a participant, you can keep an eye on the development of leads, gather settlements, and will have an overview of the campaign. You can additionally incorporate third-party devices right into GoHighLevel, to see more advanced analytics information.
Automate Marketing Tasks with WorkFlows
The greatest problem we were facing was the hands-on handling of marketing tasks and processes. A lot of the tasks are repetitive, so we used to deal with those jobs manually. And therefore, it takes in great deals of company hours which we can spend on other things to create even more leads. But with HighLevel our trouble gets fixed. So, for automating service procedures and jobs, we’re making use of the GoHighLevel Workflow feature.
Workflow automation is everything about developing the circulation of work as soon as. And after that, it will be completed instantly without any demand for human input. We use workflows for several objectives, such as automation of visitor blog writing systems, onboarding brand-new clients, on-line visit reservation, and a lot more marketing jobs. The following is the workflow automation that we’ve developed for the solar funnel. And this demonstrates how the workflow automation process for nurturing the solar leads once we capture it.
Establish Triggers to Send Interior or External Notifications
There are sometimes when we need to send out alerts to our team or clients. Although these jobs fast, they still require some time that could be utilized somewhere else. So, with GoHighLevel, you can use the triggers feature to send out automated interior or exterior notices. There are numerous triggers available in GoHighLevel, such as birthday celebration tips, task reminders, orders sent, the lead form sent, or various other sales possibilities.
For e.g., We’re using a lead form submitted trigger for our Guest Blog writing system. Whenever any type of lead sends a visitor blog post kind, we have a dedicated trigger for that. And our group immediately gets a notice that we’ve obtained a new visitor blog post lead. From there, accountable team members can manage the lead.
Produce Unlimited Sales Funnels
Every company nowadays makes use of sales funnels as a marketing approach. We’re also constructing sales funnels for our service and customers also. The most effective aspect of HighLevel is you can create unlimited sales funnels, unlike various other marketing tools. HighLevel includes an integrated drag-and-drop builder making use of which we can conveniently develop sales funnel pages. You can either hold your funnel page on HighLevel or use the Leadconnector plugin to install funnel web pages to your WordPress website.
You can either organize your funnel page on a highlevel or utilize the Leadconnector plugin to install funnel pages to your WordPress site. Likewise, we can integrate the monitoring 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 available for sale funnels to capture, support, and close leads instantly. E.g. Lately, we constructed an automated roofing sales funnel with GoHighLevel to produce roof covering leads making use of YouTube advertisements. It is a 3-step funnel with a conversational landing page, a type to catch the data, and an automated telephone call timetable web page. We automated the whole backend process with a highlevel and below is a quick summary of it:
- Identifying a lead with a roof lead tag,
- Inner notifications to our team members of brand-new leads,
- Immediately connected calls,
- Round-robin assignments to customers if numerous sales reps.
- Automated customized voicemail goes down to much better serve the lead at each and every single step.
- Follow-up reminders to the lead who scheduled the call.
- Leads that do not Schedule the Onsite Meeting automatically get SMS Text to Reserve and connect if they have further questions.
- If a Lead does not Book after an SMS Text Follow-Up, an automatic Email is sent to a Sales Representative with the Lead’s Name and Contact number for a Manual Follow-Up.
Produce Surveys, Types and Build Web Sites
Prior to HighLevel, we were utilizing a paid WpForms plugin to produce types. After buying HighLevel, we recreated those kinds in HighLevel and this aided us to lower the entire expense of the WpForms Plugin. Now, we’re not utilizing any type of kind builder plugin as we create every kind in a highlevel and after that embed it into our WordPress website or HighLevel sales funnel. Surveys and forms can be created and conserved in the respective survey builder and form builder tabs. Within the survey/form builder tab, there are 3 tabs:.
The builder tab allows you to create the survey/ kind by dragging concerns onto a landing page. There are conventional questions and custom concerns that you can make and they will certainly be saved within the custom-made areas tab.
The analyze tab allows you to check out the submissions in time.
The submissions tab allows you to check out the survey/form entries and answers GoHighLevel For Life Insurance.
Apart from this, you can likewise create an entire internet site using HighLevel. As of now, we’re not using this feature, since we already have a WordPress web site.
Lately, GoHighLevel included a blog site feature, and using it you can write, modify and release SEO-friendly post right in the HighLevel blog site editor.
Develop Pipes and Track Lead Opportunities
With the Top-level pipeline feature, we produce different phases for the sales funnel to track the lead standing. For E.g. We have built a pipeline for our guest blogging sales funnel and defined the different phases for guest post leads where the lead will go through as shown below.
As soon as the pipe is produced, you can browse to the opportunities tab to track leads. To start with, select the desired pipeline from the top and afterwards choose the information variety. Currently, you can track the status of each lead and where they are in the sales funnel procedure. Even more, you can relocate the lead from one stage to another.
Run Campaigns at No Additional Expense
The significant portion of money we invest in email marketing software application to develop, run, take care of, and track e-mail campaigns. But with HighLevel we also eliminated this cost, and we’re not utilizing any kind of e-mail marketing software. Since we have this feature offered right in the HighLevel dashboard. The very best thing is it does not just enable us to run email campaigns yet likewise SMS, Carrier, Call, Voicemail, and many various other campaigns for marketing. Plus, you can additionally incorporate your HighLevel account with Twilio to make and receive phone calls/SMS utilizing basic internet languages.
In addition to this, you can also examine the efficiency of every campaign as provided listed below.
Automate Appointments Booking
Have you ever realized how much time we invest following up with customers to match schedule and completing an appointment? It takes some time. Right?
At DigiMeta, we provide totally free appointment calls to our clients who want taking our solutions. But every single time we can not by hand follow up with them to take care of the appointment. To get rid of this situation, we automated the appointment reservation procedure with HighLevel and calendly. So, what we do is, we have a devoted high-level sales funnel that is incorporated with our CEO’s calendly account and highlevel automation.
Wherever any client wants to book a phone call with our chief executive officer, they can see our totally free assessment landing page. From there, they can enter their details and choose a time to automatically reserve a complimentary assessment phone call. In the backend, the lead will certainly be sent to our HighLevel CRM to deal with more procedures instantly. Such as sending inner alerts to our CEO consisting of telephone call timing, lead data, and other required details which our chief executive officer needs prior to joining the examination telephone call.
Manage, Organize and Evaluate Your CRM Quickly
HighLevel is a CRM tool that allows you to conveniently take care of and organize your contacts. We presently have 19,980 calls in our database, much of which are fractional with tags.Tags aid us to easily manage our massive calls. For instance, for each roofing lead, we include a roofing tag and for guest blog posts, we add a “guest message” tag to far better differentiate our get in touches with and it additionally aids us to better engage with our leads.
Managing call lists independently can take a very long time. However you can make use of the mass activity feature to handle huge groups of get in touch with. It allows you to: Combine, Export or import, Erase, Add or eliminate the tag, Send an e-mail or SMS, Add to a campaign, Move in the pipe.
Offer and Gather Repayments
With GoHighLevel, you can likewise gather repayment making use of invoices or straight sell services, physical or digital items, and get payment by integrating with third-party settlement entrances.
Produce and Take Care Of Billings
Based on your demands, you can produce single or reoccuring invoices for your customers. And quickly take care of all of your billings in a single location.
Create and Offer Products
You can develop items straight from a top-level control panel whether it is a physical, digital item, or solution, and sell these items making use of sales funnels.
Apart from products, you can additionally produce discount coupon codes for better marketing. All you require to do is navigate to the voucher tab and produce as per your demands.
Collect Settlements and Track Deals
For gathering payment, you can incorporate with third-party settlement portals such as NMI, Autorize.net, Stripe, and Paypal. Within the dashboard, you can additionally produce or manage tax obligation. Examining acquisitions and revenue is essential, so without any third-party device you can track orders, memberships, and transactions within your HighLevel account.
GoHighLevel Features and Pricing
The complying with screenshots show what features you will get and how much these features will cost you if you buy specific devices for that function. The pricing of the high level is quite budget-friendly as compared to other devices. In addition to that, it features a significant checklist of features that make it worth it for firms.
At DigiMeta, we’re using a starter plan which features all the features that we need and it costs us $97/month. If you desire much more features, then you can additionally attempt the unlimited plan, which costs you $297/month. However, for beginning, we assume the starter plan is a good fit.
Is GoHighLevel Well worth it?
Personally, we found GoHighLevel is the perfect all-in-one sales and marketing tool. It is a nice combination of pricing and features compared to other rivals such as HubSpot or Salesforce. GoHighLevel not just helped us to save thousands of dollars that we were investing in individual tools. However it likewise conserved great deals of company hours with its marketing automation tools.