GoHighLevel Insurance Snapshot – Scale Your Agency!

In this GoHighLevel Insurance Snapshot post, we’re going to share our 4 years of actual experience, unlike others who simply note down the features which are already pointed out on their main web site.

We’re going to cover what is GoHighLevel, its pros & disadvantages, the reasons why we changed to it, How we utilize it in our day-to-day life, pricing and genuine snapshots. We wish this real experience-based HighLevel testimonial will help you to quickly determine whether you should choose it or otherwise.

So, Allow’s get involved in it!

What is GoHighLevel?

Before we study just how we utilize it, allow’s initial recognize what GoHighLevel is.

It is an all-in-one sales and marketing device to range companies and start the journey to build consumer relationships. HighLevel has all the devices for capturing more clients, nurturing clients, and closing brings about development internationally. Thus, it gives a service to firms who are dealing with the sales and marketing automation process. It additionally has a CRM device that produces, automates, and handles leads. With this device, it becomes very easy to manage leads while producing strong customer connections.

Pros and Cons of GoHighLevel

Pros

  • Budget friendly pricing
  • All-one marketing and sales platform
  • Wonderful combo of features
  • Terrific client assistance
  • Offer a 30-day free trial, however our reader can get a 30-day free trial using our unique web link.
  • Change a selection of devices, including sale funnel, survey & create builder, e-mail marketing, marketing automation, CRM, item marketing, and more.
  • Produce sub-accounts for customers by just paying for one company account.

Cons

  • Often HighLevel takes some time to lots effectively
  • A lot of features can puzzle brand-new individuals.
  • Need to invest top quality time learning top-level.

What We Used Prior to and Why We Changed to GoHighLevel?

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

  • Our sales department handled calls, leads, sponsorship, and collaborations with Google Sheets and Drive.
  • Our business utilizes Screencastify to record telephone calls and Calendly to schedule visits.
  • WordPress to develop land web pages, kinds, and funnels.
  • Gmail to send hands-on e-mails and Google Office for recording.

Doing points manually was not just taking great deals of company hours yet also extremely challenging to track and assess points. So, as a growing firm, we required a tool that can assist us with Automation, CRM Management, Marketing, and Monitoring.

And, then ultimately we initially learnt through the customer; then the prospective companion. They both praised GoHighLevel for being cost effective and useful for marketing agencies. After listening to positive responses, we finally made a decision to attempt to HighLevel for our firm. After the trial period, we felt that this is the right device that we need. So, we end up acquiring the GoHighLevel starter plan ($ 97/month).

Top factors for choosing HighLevel over other tools

Great Combo of Features

HighLevel is an all-in-one sales and marketing platform for automation, data source monitoring, sales, SMS, voicemail, email blasts, shopping, membership websites, surveys, forms, appointments, and much 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 brand names. So, we found all the features in HighLevel which we need as an expanding marketing company.

Economical Cost

Despite a lengthy listing of features, it is very budget friendly as compared to tools. The important things we like most around HighLevel is that we can create sub-accounts for clients by just spending for one firm account. So, this makes it more budget-friendly for agencies like us who require to develop sub-accounts for their clients without paying additional dollars.

Support GoHighLevel Insurance Snapshot

An additional variable that influenced our choice was GoHighLevel’s assistance. It offers excellent assistance by admitting to its welcome course, top priority support, call, aid facility, Facebook group, occasions, costs chat service, YouTube training video clips, and announcements.GoHighLevel has actually worked with our business to make certain the change to the tool was smooth. Without an encouraging client service team, the process would have been far more challenging and would’ve taken much longer for our team to discover the program.

How we Use it and How it Can Aid You?

Let’s now go over the GoHighLevel review in detail and discover exactly how we its features in daily firm life.

Conveniently Capture, Nurture and Close Leads

With High Degree, the lead generation process ends up being very smooth due to the fact that there are all the devices within the one platform that we require. Let’s speak briefly about it.

Capture New Leads:

GoHighLevel makes it easy to capture strong leads and helps us to stay organized with all our tasks. For catching new leads, we have several choices within the dashboard. You can produce Funnels, Landing pages, Surveys, Kinds, or schedule phones call to capture new leads.

Support Introduces Customers

For nurturing, there are several features, such as automatic feedbacks, follow-up campaigns, multi-channel campaigns to attach via various tools, and two-way communication to build close relationships with customers. Before GoHighLevel, our sales department was searching for a way to improve response prices and after utilizing its nurturing features, we learn to get strong leads.

Close More Bargains

Not just does GoHighLevel allow you to construct individual partnerships with clients, however this device permits us to quickly analyze outcomes and keep an eye on leads. As a participant, you can keep an eye on the development of leads, accumulate settlements, and will have a review of the campaign. You can additionally integrate third-party tools into GoHighLevel, to see advanced analytics data.

Automate Marketing Tasks with WorkFlows

The largest trouble we were dealing with was the manual handling of marketing jobs and processes. A lot of the tasks are repeated, so we utilized to deal with those tasks by hand. And consequently, it takes in lots of company hours which we can invest in various other things to generate more leads. But with HighLevel our trouble obtains solved. So, for automating business procedures and jobs, we’re using the GoHighLevel Workflow feature.

Workflow automation is everything about designing the flow of job as soon as. And after that, it will certainly be finished automatically without any need for human input. We use workflows for multiple purposes, such as automation of visitor blog writing systems, onboarding new clients, online appointment booking, and much more marketing tasks. The following is the workflow automation that we have actually made for the solar funnel. And this shows how the workflow automation procedure for supporting the solar leads once we catch it.

Set Triggers to Send Out Inner or Outside Notifications

There are often times when we have to send alerts to our group or clients. Although these tasks fast, they still require time that could be used elsewhere. So, with GoHighLevel, you can use the triggers feature to send automated inner or exterior alerts. There are lots of triggers offered in GoHighLevel, such as birthday suggestions, task pointers, orders submitted, the lead form sent, or other sales opportunities.

For e.g., We’re using a lead kind sent trigger for our Visitor Blog writing system. Whenever any kind of lead sends a guest blog post kind, we have a devoted trigger for that. And our team automatically receives a notice that we’ve obtained a new visitor blog post lead. From there, responsible employee can take care of the lead.

Create Unlimited Sales Funnels

Every service nowadays uses sales funnels as a marketing method. We’re additionally building sales funnels for our company and clients as well. The very best feature of HighLevel is you can produce endless sales funnels, unlike other marketing devices. HighLevel features a built-in drag-and-drop builder using which we can quickly develop sales funnel pages. You can either organize your funnel web page on HighLevel or utilize the Leadconnector plugin to embed funnel 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. Also, we can incorporate the monitoring codes right into sales funnels for gauging results at every stage of the funnel.

In addition to that, you can set workflow and trigger automation offer for sale funnels to capture, support, and close leads automatically. E.g. Recently, we built an automated roofing sales funnel with GoHighLevel to generate roof covering leads using YouTube ads. It is a 3-step funnel with a conversational landing page, a type to catch the data, and an automated phone call schedule page. We automated the whole backend process with a highlevel and below is a fast summary of it:

  • Labeling a lead with a roof lead tag,
  • Internal notifications to our staff member of brand-new leads,
  • Automatically attached calls,
  • Round-robin projects to customers if multiple sales reps.
  • Automated personalized voicemail goes down to much better serve the lead at every step.
  • Follow-up suggestions to the lead who scheduled the call.
  • Leads that do not Schedule the Onsite Satisfying immediately receive SMS Sms message to Book and connect if they have additional concerns.
  • If a Lead does not Reserve after an SMS Text Follow-Up, a computerized Email is sent to a Sales Rep with the Lead’s Name and Phone Number for a Manual Follow-Up.

Develop Surveys, Forms and Construct Web Sites

Prior to HighLevel, we were utilizing a paid WpForms plugin to create kinds. After purchasing HighLevel, we recreated those types in HighLevel and this helped us to reduce the entire expense of the WpForms Plugin. Now, we’re not making use of any kind builder plugin as we produce every form in a highlevel and then installed it right into our WordPress site or HighLevel sales funnel. Studies and forms can be developed and saved in the corresponding survey builder and form builder tabs. Within the survey/form builder tab, there are 3 tabs:.

The builder tab allows you to develop the study/ kind by dragging inquiries onto a landing page. There are basic inquiries and custom-made concerns that you can make and they will certainly be conserved within the custom fields tab.

The evaluate tab permits you to check out the entries in time.

The entries tab enables you to look at the survey/form submissions and solutions GoHighLevel Insurance Snapshot.

Aside from this, you can likewise develop an entire site making use of HighLevel. As of now, we’re not utilizing this feature, since we currently have a WordPress web site.

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

Create Pipes and Track Lead Opportunities

With the High-Level pipeline feature, we produce different stages for the sales funnel to track the lead status. For E.g. We have constructed a pipe for our visitor blogging sales funnel and defined the various stages for visitor article leads through which the lead will go through as revealed listed below.

As soon as the pipe is created, you can browse to the chances tab to track leads. To start with, pick the preferred pipe from the top and then select the information range. Now, you can track the status of each lead and where they remain in the sales funnel procedure. Better, you can relocate the lead from one phase to one more.

Run Campaigns at No Additional Price

The major chunk of cash we spend on e-mail marketing software application to construct, run, take care of, and track e-mail campaigns. Yet with HighLevel we additionally eliminated this expense, and we’re not using any e-mail marketing software program. Because we have this feature readily available right in the HighLevel control panel. The very best point is it does not only enable us to run e-mail campaigns however also SMS, Messenger, Phone Call, Voicemail, and several other advocate marketing. Plus, you can likewise incorporate your HighLevel account with Twilio to make and get phone calls/SMS using standard web languages.

In addition to this, you can also inspect the efficiency of every campaign as provided listed below.

Automate Appointments Booking

Have you ever before realized just how much time we spend following up with customers to match schedule and settling a visit? It takes time. Right?

At DigiMeta, we provide cost-free examination contacts us to our clients who are interested in taking our solutions. However each time we can not by hand follow up with them to take care of the visit. To get rid of this circumstance, we automated the visit 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 customer wants to book a phone call with our CEO, they can see our free examination landing page. From there, they can enter their details and choose a time to immediately reserve a cost-free examination call. In the backend, the lead will be sent out to our HighLevel CRM to deal with further processes instantly. Such as sending out inner notices to our chief executive officer consisting of call timing, lead information, and various other needed info which our chief executive officer requires prior to joining the assessment telephone call.

Manage, Organize and Assess Your CRM Conveniently

HighLevel is a CRM device that permits you to conveniently manage and arrange your calls. We currently have 19,980 contacts in our database, many of which are segmented with tags.Tags aid us to conveniently manage our significant get in touches with. For example, for every roof covering lead, we add a roof covering tag and for guest articles, we add a “visitor post” tag to far better differentiate our get in touches with and it additionally aids us to better involve with our leads.

Managing contact lists independently can take a very long time. But you can make use of the bulk action feature to handle huge teams of get in touch with. It enables you to: Merge, Export or import, Delete, Include or remove the tag, Send an email or SMS, Add to a campaign, Relocate the pipe.

Offer and Gather Settlements

With GoHighLevel, you can likewise collect payment making use of billings or straight sell solutions, physical or digital items, and get payment by incorporating with third-party settlement portals.

Develop and Take Care Of Billings

Based upon your demands, you can produce single or reoccuring invoices for your customers. And conveniently take care of all of your billings in a single place.

Create and Offer Products

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

In addition to items, you can likewise develop discount coupon codes for far better marketing. All you require to do is browse to the coupon tab and create as per your requirements.

Collect Payments and Track Transactions

For accumulating settlement, you can incorporate with third-party repayment gateways such as NMI, Autorize.net, Stripe, and Paypal. Within the control panel, you can likewise create or handle tax obligation. Analyzing purchases and profits is most important, so with no third-party tool you can track orders, subscriptions, and deals within your HighLevel account.

GoHighLevel Features and Pricing

The complying with screenshots reveal what features you will certainly obtain and how much these features will cost you if you buy individual devices for that objective. The pricing of the high level is fairly inexpensive as contrasted to other devices. On top of that, it features a big list of features that make it worth it for firms.

At DigiMeta, we’re utilizing a starter plan which features all the features that we require and it costs us $97/month. If you desire extra features, then you can likewise 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 located GoHighLevel is the ideal all-in-one sales and marketing tool. It is a good combo of pricing and features compared to other competitors such as HubSpot or Salesforce. GoHighLevel not just assisted us to save countless bucks that we were investing in individual devices. But it likewise saved great deals of service hours with its marketing automation devices.

error: Content is protected !!
Scroll to Top