In this GoHighLevel For Loan Officers article, we’re going to share our 4 years of real experience, unlike others who simply note down the features which are already mentioned on their main site.
We’re going to cover what is GoHighLevel, its pros & disadvantages, the reasons why we switched over to it, How we utilize it in our everyday life, pricing and actual snapshots. We wish this genuine experience-based HighLevel testimonial will help you to conveniently decide whether you ought to choose it or otherwise.
So, Allow’s enter into it!
What is GoHighLevel?
Before we study how we utilize it, let’s initial understand what GoHighLevel is.
It is an all-in-one sales and marketing tool to scale services and begin the trip to construct customer partnerships. HighLevel has all the tools for capturing more customers, supporting customers, and closing brings about development internationally. Thus, it provides a service to companies who are dealing with the sales and marketing automation process. It likewise has a CRM tool that produces, automates, and takes care of leads. With this device, it comes to be very simple to take care of leads while creating solid customer connections.
Benefits and Drawbacks of GoHighLevel
Pros
- Affordable pricing
- All-one marketing and sales platform
- Good combination of features
- Wonderful client assistance
- Deal a 30-day free trial, however our reader can get a 30-day free trial using our unique web link.
- Replace a range of devices, consisting of sale funnel, check & form builder, email marketing, marketing automation, CRM, product selling, and a lot more.
- Create sub-accounts for clients by just paying for one agency account.
Disadvantages
- Occasionally HighLevel takes some time to tons appropriately
- So many features can confuse new customers.
- Required to invest quality time learning top-level.
What We Utilized Prior to and Why We Switched over to GoHighLevel?
In the first years, our firm didn’t have a CRM device. We made use of to do whatever manually, such as
- Our sales division managed contacts, leads, sponsorship, and partnerships through Google Sheets and Drive.
- Our company uses Screencastify to tape-record telephone calls and Calendly to arrange appointments.
- WordPress to develop land pages, kinds, and funnels.
- Gmail to send out manual e-mails and Google Workspace for recording.
Doing things by hand was not only taking great deals of business hours yet also extremely tough to track and evaluate points. So, as an expanding company, we needed a device that can aid us with Automation, CRM Monitoring, Marketing, and Monitoring.
And, then lastly we first spoke with the client; then the possible partner. They both applauded GoHighLevel for being cost effective and beneficial for marketing firms. After hearing favorable comments, we ultimately decided to attempt to HighLevel for our company. After the trial period, we felt that this is the right tool that we require. So, we end up purchasing the GoHighLevel starter plan ($ 97/month).
Top factors for selecting HighLevel over various other tools
Good Combo of Features
HighLevel is an all-in-one sales and marketing system for automation, data source administration, sales, SMS, voicemail, e-mail blasts, shopping, membership sites, studies, types, visits, and many more features. You can likewise develop sub-accounts for your clients and take snapshots of existing sales funnels to export for various other marketing campaigns or brand names. So, we discovered all the features in HighLevel which we need as an expanding marketing company.
Affordable Cost
Despite a lengthy list of features, it is really budget friendly as compared to tools. The important things we like most about HighLevel is that we can produce sub-accounts for clients by just spending for one agency account. So, this makes it a lot more inexpensive for agencies like us who need to create sub-accounts for their customers without paying added bucks.
Assistance GoHighLevel For Loan Officers
Another variable that influenced our decision was GoHighLevel’s support. It offers wonderful support by admitting to its welcome training course, concern assistance, phone call, aid facility, Facebook group, events, costs chat solution, YouTube training video clips, and announcements.GoHighLevel has actually worked with our firm to ensure the change to the device was smooth. Without a helpful customer care team, the process would have been a lot more difficult and would certainly’ve taken much longer for our group to learn the program.
How we Use it and How it Can Assist You?
Allow’s now review the GoHighLevel review carefully and discover how we its features in everyday agency life.
Conveniently Capture, Nurture and Close Leads
With High Level, the lead generation procedure comes to be really smooth due to the fact that there are all the tools within the one platform that we require. Let’s chat briefly about it.
Capture New Leads:
GoHighLevel makes it easy to capture solid leads and assists us to stay organized with all our tasks. For recording new leads, we have numerous alternatives within the dashboard. You can produce Funnels, Landing pages, Studies, Forms, or timetable contacts us to capture brand-new leads.
Support Leads into Clients
For nurturing, there are many features, such as computerized reactions, follow-up campaigns, multi-channel campaigns to link via different tools, and two-way interaction to construct close relationships with clients. Prior to GoHighLevel, our sales division was trying to find a way to enhance action rates and after using its nurturing features, we become able to get strong leads.
Close More Deals
Not just does GoHighLevel enable you to construct personal connections with customers, yet this device allows us to quickly evaluate results and track leads. As a member, you can keep track of the development of leads, accumulate repayments, and will have an introduction of the campaign. You can likewise integrate third-party tools into GoHighLevel, to see more advanced analytics information.
Automate Marketing Tasks with WorkFlows
The greatest problem we were dealing with was the hands-on handling of marketing jobs and processes. The majority of the tasks are recurring, so we made use of to deal with those jobs by hand. And consequently, it consumes lots of company hours which we can invest in other points to produce more leads. However with HighLevel our problem obtains dealt with. So, for automating business processes and jobs, we’re utilizing the GoHighLevel Workflow feature.
Workflow automation is everything about making the flow of work once. And afterwards, it will be finished automatically without any requirement for human input. We use workflows for several purposes, such as automation of guest blog writing systems, onboarding new customers, on the internet consultation reservation, and a lot more marketing jobs. The following is the workflow automation that we’ve designed for the solar funnel. And this demonstrates how the workflow automation procedure for nurturing the solar leads once we record it.
Establish Triggers to Send Inner or External Notices
There are many times when we need to send out notifications to our group or clients. Although these tasks fast, they still call for some time that could be utilized in other places. So, with GoHighLevel, you can make use of the triggers feature to send out automatic inner or outside notifications. There are many triggers readily available in GoHighLevel, such as birthday suggestions, job tips, orders submitted, the lead kind sent, or various other sales chances.
For e.g., We’re making use of a lead form sent trigger for our Guest Blogging system. Whenever any kind of lead submits a visitor article form, we have a committed trigger for that. And our team immediately receives a notification that we’ve gotten a new visitor post lead. From there, liable staff member can manage the lead.
Develop Unlimited Sales Funnels
Every business nowadays makes use of sales funnels as a marketing method. We’re likewise building sales funnels for our service and customers also. The most effective feature of HighLevel is you can develop endless sales funnels, unlike other marketing devices. HighLevel comes with an integrated drag-and-drop builder utilizing which we can easily develop sales funnel web pages. You can either organize your funnel page on HighLevel or utilize the Leadconnector plugin to install funnel web pages to your WordPress site.
You can either host your funnel page on a highlevel or utilize the Leadconnector plugin to install funnel web pages to your WordPress website. Also, we can incorporate the monitoring codes into sales funnels for gauging outcomes at every stage of the funnel.
On top of that, you can establish workflow and trigger automation available for sale funnels to catch, support, and close leads instantly. E.g. Just recently, we developed an automated roofing sales funnel with GoHighLevel to produce roof leads utilizing YouTube ads. It is a 3-step funnel with a conversational landing page, a type to record the information, 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,
- Internal alerts to our team members of new leads,
- Instantly attached phone calls,
- Round-robin assignments to individuals if several sales reps.
- Automated customized voicemail goes down to much better serve the lead at every action.
- Follow-up suggestions to the lead who booked the call.
- Leads that do not Book the Onsite Meeting immediately get text Text Messages to Schedule and reach out if they have further questions.
- If a Lead does not Reserve 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 Handbook Follow-Up.
Produce Studies, Kinds and Build Sites
Prior to HighLevel, we were using a paid WpForms plugin to develop forms. After acquiring HighLevel, we recreated those types in HighLevel and this assisted us to lower the whole cost of the WpForms Plugin. Now, we’re not utilizing any type builder plugin as we produce every type in a highlevel and afterwards embed it right into our WordPress site or HighLevel sales funnel. Studies and types can be produced and conserved in the particular study builder and form builder tabs. Within the survey/form builder tab, there are 3 tabs:.
The builder tab allows you to develop the survey/ type by dragging inquiries onto a landing page. There are common concerns and customized concerns that you can make and they will be saved within the custom-made areas tab.
The assess tab enables you to check out the submissions in time.
The submissions tab allows you to take a look at the survey/form entries and solutions GoHighLevel For Loan Officers.
Apart from this, you can also produce a whole website using HighLevel. Currently, we’re not utilizing this feature, because we already have a WordPress web site.
Recently, GoHighLevel included a blog feature, and using it you can write, modify and publish SEO-friendly post right in the HighLevel blog editor.
Develop Pipelines and Track Lead Opportunities
With the Top-level pipeline feature, we create different stages 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 stages for visitor article leads whereby the lead will certainly experience as shown below.
When the pipeline is developed, you can navigate to the possibilities tab to track leads. First of all, select the preferred pipe from the top and then select the information range. Currently, you can track the condition of each lead and where they are in the sales funnel procedure. Additionally, you can move the lead from one phase to one more.
Run Campaigns at No Bonus Price
The significant piece of cash we invest in email marketing software to construct, run, manage, and track email campaigns. But with HighLevel we also eliminated this price, and we’re not using any kind of e-mail marketing software. Since we have this feature offered right in the HighLevel control panel. The most effective thing is it doesn’t only permit us to run e-mail campaigns yet also SMS, Messenger, Telephone Call, Voicemail, and several various other campaigns for marketing. Plus, you can likewise integrate your HighLevel account with Twilio to make and receive phone calls/SMS making use of conventional internet languages.
Apart from this, you can also examine the efficiency of every campaign as offered below.
Automate Appointments Booking
Have you ever realized how much time we invest following up with clients to match accessibility and settling a visit? It takes time. Right?
At DigiMeta, we provide cost-free consultation contacts us to our clients who are interested in taking our solutions. However whenever we can not manually follow up with them to take care of the appointment. To get rid of this situation, we automated the consultation booking procedure with HighLevel and calendly. So, what we do is, we have a committed top-level sales funnel that is integrated with our CEO’s calendly account and highlevel automation.
Wherever any client wants to schedule a call with our CEO, they can see our cost-free assessment landing page. From there, they can enter their details and pick a time to immediately book a free examination phone call. In the backend, the lead will be sent to our HighLevel CRM to handle additional procedures automatically. Such as sending out internal alerts to our chief executive officer consisting of call timing, lead data, and various other necessary details which our chief executive officer requires prior to signing up with the examination telephone call.
Manage, Organize and Examine Your CRM Conveniently
HighLevel is a CRM device that allows you to easily manage and arrange your calls. We presently have 19,980 get in touches with in our database, a lot of which are segmented with tags.Tags assist us to conveniently manage our significant calls. As an example, for every single roof lead, we include a roofing tag and for guest messages, we add a “visitor blog post” tag to better distinguish our calls and it additionally aids us to much better involve with our leads.
Handling call checklists independently can take a very long time. But you can make use of the mass activity feature to handle large groups of contact. It enables you to: Merge, Export or import, Delete, Add or get rid of the tag, Send out an e-mail or SMS, Contribute to a campaign, Relocate the pipeline.
Sell and Accumulate Repayments
With GoHighLevel, you can likewise collect payment utilizing invoices or straight offer solutions, physical or digital items, and obtain repayment by incorporating with third-party payment entrances.
Develop and Take Care Of Billings
Based on your demands, you can produce one-time or repeating invoices for your clients. And conveniently take care of all of your invoices in a single area.
Create and Offer Products
You can produce products straight from a high-level dashboard whether it is a physical, digital product, or service, and sell these items utilizing sales funnels.
Aside from products, you can also create voucher codes for better marketing. All you require to do is browse to the coupon tab and create as per your demands.
Collect Repayments and Track Deals
For gathering settlement, you can incorporate with third-party repayment entrances such as NMI, Autorize.net, Stripe, and Paypal. Within the dashboard, you can also produce or handle tax. Evaluating acquisitions and revenue is most important, so without any third-party device you can track orders, memberships, and transactions within your HighLevel account.
GoHighLevel Features and Pricing
The following screenshots reveal what features you will certainly obtain and how much these features will cost you if you buy individual tools for that purpose. The pricing of the high level is fairly budget-friendly as contrasted to other devices. In addition to that, it comes with a huge listing of features that make it worth it for agencies.
At DigiMeta, we’re making use of 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 likewise try the unlimited plan, which costs you $297/month. But 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 wonderful combo of pricing and features compared to various other competitors such as HubSpot or Salesforce. GoHighLevel not just helped us to conserve hundreds of bucks that we were investing in private tools. But it also conserved great deals of service hours with its marketing automation tools.