In this GoHighLevel For Mortgage Brokers article, we’re mosting likely to share our 4 years of actual experience, unlike others who simply list down the features which are currently mentioned on their main site.
We’re going to cover what is GoHighLevel, its pros & disadvantages, the reasons we switched over to it, How we use it in our everyday life, pricing and genuine snapshots. We hope this actual experience-based HighLevel testimonial will certainly aid you to quickly decide whether you ought to choose it or not.
So, Allow’s get into it!
What is GoHighLevel?
Prior to we dive into how we utilize it, let’s first understand what GoHighLevel is.
It is an all-in-one sales and marketing tool to scale companies and begin the trip to develop customer partnerships. HighLevel has all the tools for capturing even more consumers, supporting clients, and closing results in growth globally. Therefore, it provides a solution to firms who are struggling with the sales and marketing automation procedure. It likewise has a CRM device that creates, automates, and takes care of leads. With this device, it comes to be very easy to manage leads while producing strong client partnerships.
Benefits and Drawbacks of GoHighLevel
Pros
- Cost effective pricing
- All-one marketing and sales system
- Nice combination of features
- Wonderful consumer assistance
- Offer a 30-day free trial, however our viewers can obtain a 30-day free trial utilizing our special link.
- Replace a range of devices, consisting of sale funnel, evaluate & develop builder, email marketing, marketing automation, CRM, item marketing, and extra.
- Produce sub-accounts for customers by just paying for one firm account.
Cons
- Sometimes HighLevel takes time to lots correctly
- A lot of features can confuse new individuals.
- Need to spend high quality time learning top-level.
What We Used Prior to and Why We Switched to GoHighLevel?
In the initial years, our business really did not have a CRM tool. We made use of to do whatever by hand, such as
- Our sales department managed get in touches with, leads, sponsorship, and partnerships via Google Sheets and Drive.
- Our firm utilizes Screencastify to tape-record telephone calls and Calendly to arrange consultations.
- WordPress to create land web pages, kinds, and funnels.
- Gmail to send hands-on emails and Google Work space for recording.
Doing things manually was not only taking great deals of organization hours yet additionally really challenging to track and assess points. So, as a growing business, we were in need of a tool that can assist us with Automation, CRM Monitoring, Marketing, and Monitoring.
And, then lastly we initially heard from the client; after that the prospective companion. They both applauded GoHighLevel for being budget-friendly and valuable for marketing firms. After listening to positive feedback, we lastly made a decision to try to HighLevel for our agency. After the trial period, we really felt that this is the best tool that we need. So, we end up purchasing the GoHighLevel starter plan ($ 97/month).
Top factors for selecting HighLevel over other devices
Good Combination of Features
HighLevel is an all-in-one sales and marketing system for automation, data source administration, sales, SMS, voicemail, email blasts, e-commerce, subscription websites, studies, kinds, consultations, and a lot more features. You can likewise develop sub-accounts for your customers 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 a growing marketing agency.
Affordable Cost
In spite of a lengthy checklist of features, it is extremely economical as compared to tools. The thing we like most about HighLevel is that we can create sub-accounts for clients by just paying for one company account. So, this makes it extra affordable for companies like us who require to create sub-accounts for their customers without paying extra dollars.
Assistance GoHighLevel For Mortgage Brokers
Another aspect that affected our choice was GoHighLevel’s assistance. It offers great assistance by giving access to its welcome program, priority assistance, phone call, help facility, Facebook team, events, costs chat solution, YouTube training videos, and announcements.GoHighLevel has actually worked with our firm to see to it the shift to the tool was smooth. Without a helpful customer support group, the procedure would certainly have been far more difficult and would certainly’ve taken a lot longer for our group to learn the program.
How we Utilize it and How it Can Aid You?
Allow’s currently review the GoHighLevel evaluation thoroughly and find out how we its features in day-to-day company life.
Easily Capture, Nurture and Close Leads
With High Level, the lead generation procedure ends up being extremely smooth because there are all the devices within the one platform that we require. Allow’s talk briefly about it.
Capture New Leads:
GoHighLevel makes it simple to record solid leads and assists us to stay arranged with all our tasks. For recording new leads, we have numerous alternatives within the control panel. You can produce Funnels, Landing pages, Studies, Forms, or timetable calls to capture new leads.
Nurture Leads into Customers
For nurturing, there are several features, such as computerized reactions, follow-up campaigns, multi-channel campaigns to link with various tools, and two-way communication to develop close relationships with clients. Prior to GoHighLevel, our sales department was trying to find a means to boost feedback prices and after utilizing its nurturing features, we learn to obtain solid leads.
Close Even More Bargains
Not only does GoHighLevel permit you to construct individual relationships with customers, however this tool allows us to easily evaluate outcomes and keep track of leads. As a member, you can keep an eye on the progress of leads, collect repayments, and will have an overview of the campaign. You can additionally integrate third-party tools right into GoHighLevel, to see more advanced analytics data.
Automate Marketing Tasks with WorkFlows
The biggest problem we were encountering was the hands-on handling of marketing tasks and processes. A lot of the jobs are repeated, so we utilized to handle those tasks by hand. And as a result, it eats great deals of business hours which we can invest in other points to produce even more leads. However with HighLevel our problem obtains resolved. So, for automating company procedures and tasks, we’re utilizing the GoHighLevel Workflow feature.
Workflow automation is all about developing the flow of job once. And after that, it will certainly be finished immediately with no requirement for human input. We use workflows for several functions, such as automation of guest blogging systems, onboarding brand-new customers, online visit booking, and many more marketing jobs. The following is the workflow automation that we have actually created for the solar funnel. And this shows how the workflow automation procedure for nurturing the solar leads once we catch it.
Establish Triggers to Send Inner or External Notifications
There are lot of times when we have to send out notices to our group or customers. Although these tasks are quick, they still need a long time that could be made use of elsewhere. So, with GoHighLevel, you can use the triggers feature to send out automatic inner or outside alerts. There are many triggers offered in GoHighLevel, such as birthday celebration tips, task pointers, orders sent, the lead type submitted, or various other sales chances.
For e.g., We’re making use of a lead form sent trigger for our Visitor Blogging system. Whenever any lead sends a guest message kind, we have a committed trigger for that. And our group instantly gets an alert that we’ve received a brand-new guest post lead. From there, responsible employee can handle the lead.
Produce Unlimited Sales Funnels
Every service nowadays utilizes sales funnels as a marketing method. We’re also developing sales funnels for our company and clients also. The very best aspect of HighLevel is you can create endless sales funnels, unlike various other marketing tools. HighLevel features a built-in drag-and-drop builder utilizing which we can conveniently develop sales funnel pages. You can either organize your funnel page on HighLevel or make use of the Leadconnector plugin to install funnel pages to your WordPress site.
You can either host your funnel page on a highlevel or make use of the Leadconnector plugin to embed funnel web pages to your WordPress site. Likewise, we can integrate the tracking codes into sales funnels for measuring outcomes at every phase of the funnel.
In addition to that, you can establish workflow and trigger automation offer for sale funnels to capture, support, and close leads instantly. E.g. Recently, we developed an automated roof sales funnel with GoHighLevel to produce roof covering leads using YouTube ads. It is a 3-step funnel with a conversational landing page, a kind to catch the data, and an automated phone call timetable web page. We automated the whole backend procedure with a highlevel and below is a fast review of it:
- Labeling a lead with a roof covering lead tag,
- Internal notices to our employee of new leads,
- Instantly linked calls,
- Round-robin projects to users if several sales reps.
- Automated personalized voicemail goes down to much better serve the lead at every step.
- Follow-up reminders to the lead who booked the call.
- Leads that do not Schedule the Onsite Fulfilling instantly obtain text Text to Reserve and reach out if they have additional concerns.
- If a Lead does not Reserve after an SMS Text Follow-Up, a computerized Email is sent out to a Sales Agent with the Lead’s Name and Contact number for a Handbook Follow-Up.
Produce Studies, Types and Build Websites
Before HighLevel, we were utilizing a paid WpForms plugin to produce types. After buying HighLevel, we recreated those types in HighLevel and this helped us to cut down the whole expense of the WpForms Plugin. Currently, we’re not utilizing any form builder plugin as we create every type in a highlevel and afterwards embed it right into our WordPress site or HighLevel sales funnel. Studies and types can be created and saved in the particular survey builder and type builder tabs. Within the survey/form builder tab, there are 3 tabs:.
The builder tab allows you to create the survey/ kind by dragging questions onto a landing page. There are typical questions and custom-made concerns that you can make and they will certainly be conserved within the custom-made fields tab.
The examine tab enables you to look at the entries in time.
The submissions tab allows you to consider the survey/form submissions and answers GoHighLevel For Mortgage Brokers.
Besides this, you can likewise create a whole website utilizing HighLevel. Currently, we’re not using this feature, since we already have a WordPress site.
Lately, GoHighLevel included a blog feature, and using it you can create, modify 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 stages for the sales funnel to track the lead condition. For E.g. We have actually developed a pipe for our visitor blogging sales funnel and defined the various stages for visitor blog post leads where the lead will certainly undergo as revealed listed below.
When the pipe is produced, you can navigate to the opportunities tab to track leads. First of all, pick the desired pipe from the top and afterwards choose the data variety. Now, you can track the standing of each lead and where they are in the sales funnel process. Better, you can move the lead from one stage to another.
Run Campaigns at No Bonus Price
The significant piece of money we invest in email marketing software application to develop, run, manage, and track email campaigns. But with HighLevel we likewise removed this price, and we’re not utilizing any type of email marketing software program. Due to the fact that we have this feature readily available right in the HighLevel control panel. The very best point is it does not just allow us to run e-mail campaigns but also SMS, Carrier, Phone Call, Voicemail, and many other advocate marketing. And also, you can additionally integrate your HighLevel account with Twilio to make and receive phone calls/SMS making use of basic web languages.
Aside from this, you can likewise examine the performance of every campaign as provided listed below.
Automate Appointments Booking
Have you ever before understood just how much time we spend following up with customers to match accessibility and wrapping up a consultation? It requires time. Right?
At DigiMeta, we offer complimentary assessment contacts us to our clients who have an interest in taking our solutions. Yet each time we can not manually follow up with them to repair the consultation. To get rid of this situation, we automated the consultation booking process with HighLevel and calendly. So, what we do is, we have a specialized top-level sales funnel that is incorporated with our chief executive officer’s calendly account and highlevel automation.
Wherever any kind of customer wishes to reserve a phone call with our chief executive officer, they can visit our complimentary assessment landing page. From there, they can enter their details and choose a time to immediately book a cost-free examination telephone call. In the backend, the lead will be sent out to our HighLevel CRM to take care of more processes instantly. Such as sending interior alerts to our CEO consisting of call timing, lead information, and various other necessary information which our CEO needs before signing up with the examination call.
Manage, Organize and Analyze Your CRM Easily
HighLevel is a CRM device that allows you to easily manage and arrange your contacts. We presently have 19,980 calls in our database, many of which are segmented with tags.Tags aid us to conveniently manage our substantial calls. For instance, for every roof lead, we add a roof covering tag and for guest articles, we add a “guest blog post” tag to much better separate our get in touches with and it likewise aids us to far better engage with our leads.
Managing get in touch with checklists separately can take a very long time. Yet you can make use of the bulk activity feature to take care of large groups of get in touch with. It enables you to: Merge, Export or import, Erase, Add or remove the tag, Send out an e-mail or SMS, Contribute to a campaign, Move in the pipe.
Market and Accumulate Settlements
With GoHighLevel, you can also accumulate settlement utilizing billings or directly sell solutions, physical or digital items, and receive settlement by integrating with third-party settlement entrances.
Produce and Take Care Of Invoices
Based upon your requirements, you can develop one-time or persisting invoices for your clients. And easily manage all of your billings in a single location.
Create and Offer Products
You can create products directly from a high-level dashboard whether it is a physical, digital item, or solution, and market these items making use of sales funnels.
In addition to items, you can also produce discount coupon codes for better marketing. All you need to do is navigate to the discount coupon tab and produce as per your needs.
Collect Payments and Track Deals
For gathering payment, you can integrate with third-party repayment entrances such as NMI, Autorize.net, Stripe, and Paypal. Within the dashboard, you can additionally produce or manage tax. Evaluating acquisitions and profits is most important, so without any third-party tool you can track orders, memberships, and transactions within your HighLevel account.
GoHighLevel Features and Pricing
The adhering to screenshots show what features you will certainly obtain and just how much these features will certainly cost you if you acquire private devices for that function. The pricing of the high level is quite economical as contrasted to various other tools. In addition to that, it features a massive list of features that make it worth it for firms.
At DigiMeta, we’re using a starter plan which features all the features that we require and it costs us $97/month. If you desire much more features, then you can also attempt the unlimited plan, which costs you $297/month. However, for beginning, we believe the starter plan is a good fit.
Is GoHighLevel Worth it?
Personally, we discovered GoHighLevel is the best all-in-one sales and marketing tool. It is a great combo of pricing and features contrasted to other rivals such as HubSpot or Salesforce. GoHighLevel not just helped us to conserve countless bucks that we were investing in specific devices. But it also saved lots of service hours with its marketing automation devices.