GoHighLevel Onboarding Checklist – Everything Your Business Needs!

In this GoHighLevel Onboarding Checklist article, we’re going to share our 4 years of genuine experience, unlike others who just note down the features which are currently mentioned on their main website.

We’re going to cover what is GoHighLevel, its pros & cons, the reasons we changed to it, How we utilize it in our everyday life, pricing and real snapshots. We hope this genuine experience-based HighLevel testimonial will assist you to conveniently determine whether you should pick it or otherwise.

So, Allow’s get involved in it!

What is GoHighLevel?

Prior to we dive into how we utilize it, allow’s initial understand what GoHighLevel is.

It is an all-in-one sales and marketing device to scale services and begin the trip to construct customer connections. HighLevel has all the tools for capturing even more customers, supporting customers, and closing results in growth around the world. Therefore, it offers an option to agencies who are fighting with the sales and marketing automation process. It also has a CRM device that creates, automates, and manages leads. With this tool, it ends up being extremely simple to take care of leads while producing strong client connections.

Pros and Cons of GoHighLevel

Pros

  • Affordable pricing
  • All-one marketing and sales platform
  • Nice combination of features
  • Terrific client assistance
  • Offer a 30-day free trial, yet our viewers can obtain a 30-day free trial using our unique web link.
  • Replace a selection of tools, including sale funnel, evaluate & create builder, e-mail marketing, marketing automation, CRM, item selling, and much more.
  • Create sub-accounts for customers by simply spending for one company account.

Disadvantages

  • Occasionally HighLevel requires time to load correctly
  • So many features can perplex new individuals.
  • Required to spend high quality time learning high-level.

What We Utilized Prior to and Why We Switched to GoHighLevel?

In the initial years, our firm really did not have a CRM tool. We utilized to do whatever manually, such as

  • Our sales division took care of calls, leads, sponsorship, and partnerships with Google Sheets and Drive.
  • Our firm makes use of Screencastify to tape-record calls and Calendly to set up visits.
  • WordPress to create land web pages, types, and funnels.
  • Gmail to send hand-operated e-mails and Google Work area for documenting.

Doing things manually was not only taking lots of company hours but likewise very tough to track and evaluate points. So, as an expanding company, we required a tool that can help us with Automation, CRM Administration, Marketing, and Monitoring.

And, after that finally we first spoke with the client; then the possible partner. They both applauded GoHighLevel for being budget-friendly and valuable for marketing firms. After listening to positive responses, we ultimately made a decision to try to HighLevel for our firm. After the trial duration, we really felt that this is the appropriate tool that we require. So, we wind up buying the GoHighLevel starter plan ($ 97/month).

Top factors for choosing HighLevel over other devices

Great Combination of Features

HighLevel is an all-in-one sales and marketing system for automation, database administration, sales, SMS, voicemail, e-mail blasts, shopping, membership portals, surveys, kinds, visits, and a lot more features. You can additionally 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 located all the features in HighLevel which we need as an expanding marketing agency.

Inexpensive Rate

Despite a long checklist of features, it is extremely inexpensive as compared to tools. The important things we like most about HighLevel is that we can create sub-accounts for customers by simply spending for one company account. So, this makes it extra economical for firms like us who require to develop sub-accounts for their customers without paying additional dollars.

Assistance GoHighLevel Onboarding Checklist

An additional aspect that influenced our decision was GoHighLevel’s support. It offers terrific assistance by giving access to its welcome course, concern support, call, assistance facility, Facebook team, occasions, costs conversation solution, YouTube training videos, and announcements.GoHighLevel has worked with our business to ensure the transition to the tool was smooth. Without a supportive customer care group, the process would have been far more challenging and would’ve taken a lot longer for our group to learn the program.

How we Use it and How it Can Help You?

Let’s now review the GoHighLevel review in detail and find out exactly how we its features in day-to-day firm life.

Conveniently Capture, Nurture and Close Leads

With High Degree, the lead generation process becomes really smooth because there are all the devices within the one system that we require. Let’s talk briefly about it.

Capture New Leads:

GoHighLevel makes it very easy to catch solid leads and helps us to remain arranged with all our projects. For recording brand-new leads, we have numerous options within the control panel. You can develop Funnels, Landing pages, Studies, Kinds, or routine phones call to catch new leads.

Support Leads into Customers

For nurturing, there are numerous features, such as automated actions, follow-up campaigns, multi-channel campaigns to connect through different devices, and two-way communication to develop close relationships with customers. Prior to GoHighLevel, our sales department was looking for a means to enhance reaction rates and after using its nurturing features, we become able to obtain solid leads.

Close Even More Deals

Not just does GoHighLevel permit you to develop individual relationships with customers, yet this device allows us to quickly evaluate results and monitor leads. As a member, you can keep track of the progress of leads, collect repayments, and will certainly have an introduction of the campaign. You can additionally incorporate third-party tools into GoHighLevel, to see more advanced analytics data.

Automate Marketing Tasks with WorkFlows

The largest issue we were encountering was the hand-operated handling of marketing tasks and processes. The majority of the jobs are repeated, so we used to handle those tasks manually. And therefore, it consumes great deals of organization hours which we can spend on various other things to generate more leads. Yet with HighLevel our problem gets fixed. So, for automating service processes and jobs, we’re making use of the GoHighLevel Workflow feature.

Workflow automation is all about making the circulation of work once. And after that, it will certainly be completed automatically without any demand for human input. We use workflows for several purposes, such as automation of visitor blogging systems, onboarding brand-new customers, online appointment reservation, and many more marketing jobs. The following is the workflow automation that we have actually created for the solar funnel. And this demonstrates how the workflow automation process for nurturing the solar leads once we catch it.

Set Triggers to Send Interior or Exterior Notices

There are lot of times when we need to send out notices to our team or customers. Although these tasks fast, they still require a long time that could be made use of in other places. So, with GoHighLevel, you can make use of the triggers feature to send out automated inner or outside notifications. There are several triggers available in GoHighLevel, such as birthday tips, task pointers, orders sent, the lead form sent, or various other sales opportunities.

For e.g., We’re making use of a lead form sent trigger for our Visitor Blogging system. Whenever any lead submits a visitor article form, we have a dedicated trigger for that. And our group immediately obtains a notice that we’ve gotten a new guest post lead. From there, liable staff member can take care of the lead.

Create Unlimited Sales Funnels

Every business nowadays uses sales funnels as a marketing approach. We’re additionally developing sales funnels for our business and customers also. The best aspect of HighLevel is you can create unlimited sales funnels, unlike various other marketing tools. HighLevel features a built-in drag-and-drop builder using which we can conveniently develop sales funnel web pages. You can either organize your funnel page on HighLevel or make use of the Leadconnector plugin to install funnel pages to your WordPress website.

You can either host your funnel page on a highlevel or use the Leadconnector plugin to install funnel web pages to your WordPress website. Likewise, we can incorporate the tracking codes right into sales funnels for determining results at every stage of the funnel.

In addition to that, you can set workflow and trigger automation available for sale funnels to capture, nurture, and close leads immediately. E.g. Lately, we constructed 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 information, and an automated call schedule web page. We automated the entire backend process with a highlevel and right here is a fast introduction of it:

  • Labeling a lead with a roof covering lead tag,
  • Internal notifications to our employee of new leads,
  • Instantly attached calls,
  • Round-robin assignments to users if multiple sales reps.
  • Automated personalized voicemail goes down to 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 Satisfying automatically obtain SMS Sms message to Schedule and connect if they have further inquiries.
  • If a Lead does not Book after an SMS Text Follow-Up, an automated Email is sent to a Sales Agent with the Lead’s Name and Telephone number for a Guidebook Follow-Up.

Create Surveys, Forms and Develop Web Sites

Prior to HighLevel, we were utilizing a paid WpForms plugin to develop kinds. After acquiring HighLevel, we recreated those kinds in HighLevel and this assisted us to cut down the whole cost of the WpForms Plugin. Currently, we’re not utilizing any kind of form builder plugin as we develop every type in a highlevel and after that embed it into our WordPress website or HighLevel sales funnel. Surveys and kinds can be created and saved in the corresponding study builder and form builder tabs. Within the survey/form builder tab, there are 3 tabs:.

The builder tab allows you to create the study/ form by dragging inquiries onto a landing page. There are conventional questions and personalized concerns that you can make and they will be saved within the custom areas tab.

The analyze tab enables you to consider the entries in time.

The submissions tab allows you to check out the survey/form entries and responses GoHighLevel Onboarding Checklist.

In addition to this, you can likewise develop an entire site using HighLevel. Currently, we’re not using this feature, since we already have a WordPress site.

Just recently, GoHighLevel added a blog site feature, and utilizing it you can compose, edit and publish SEO-friendly post right in the HighLevel blog editor.

Produce Pipes and Track Lead Opportunities

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

As soon as the pipe is developed, you can browse to the possibilities tab to track leads. Firstly, choose the desired pipe from the top and afterwards select the data range. Currently, 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 stage to another.

Run Campaigns at No Extra Price

The major chunk of cash we spend on email marketing software to construct, run, take care of, and track email campaigns. However with HighLevel we also eliminated this price, and we’re not utilizing any kind of e-mail marketing software. Due to the fact that we have this feature offered right in the HighLevel dashboard. The very best thing is it does not just allow us to run email campaigns however likewise SMS, Carrier, Phone Call, Voicemail, and many other campaigns for marketing. And also, you can also incorporate your HighLevel account with Twilio to make and receive phone calls/SMS using typical internet languages.

Besides this, you can likewise inspect the efficiency of every campaign as offered listed below.

Automate Appointments Booking

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

At DigiMeta, we provide cost-free consultation phones call to our clients who have an interest in taking our services. However every time we can not manually follow up with them to fix the appointment. To get rid of this circumstance, we automated the consultation booking 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 customer wishes to schedule a call with our CEO, they can see our complimentary appointment landing page. From there, they can enter their details and choose a time to automatically schedule a complimentary consultation phone call. In the backend, the lead will be sent out to our HighLevel CRM to handle further procedures automatically. Such as sending internal notices to our chief executive officer including phone call timing, lead data, and various other required details which our CEO needs prior to signing up with the consultation call.

Manage, Organize and Evaluate Your CRM Quickly

HighLevel is a CRM tool that enables you to quickly manage and organize your calls. We currently have 19,980 contacts in our data source, a number of which are segmented with tags.Tags help us to conveniently manage our significant contacts. For example, for every single roof lead, we include a roofing tag and for guest posts, we include a “guest article” tag to better differentiate our get in touches with and it additionally assists us to far better engage with our leads.

Taking care of contact checklists individually can take a long time. But you can make use of the bulk activity feature to handle huge groups of contact. It allows you to: Combine, Export or import, Remove, Include or get rid of the tag, Send an email or SMS, Include in a campaign, Relocate the pipeline.

Sell and Accumulate Repayments

With GoHighLevel, you can likewise collect settlement making use of billings or directly sell solutions, physical or digital items, and obtain repayment by integrating with third-party settlement gateways.

Produce and Handle Invoices

Based upon your demands, you can produce one-time or reoccuring invoices for your clients. And conveniently handle all of your invoices in a solitary area.

Produce and Sell Products

You can produce items directly from a top-level control panel whether it is a physical, digital item, or service, and offer these items using sales funnels.

Aside from products, you can additionally develop promo code codes for better marketing. All you need to do is navigate to the coupon tab and create based on your requirements.

Collect Settlements and Track Transactions

For collecting payment, you can incorporate with third-party payment gateways such as NMI, Autorize.net, Stripe, and Paypal. Within the control panel, you can additionally produce or take care of tax. Assessing purchases and revenue is essential, so with no third-party tool you can track orders, registrations, and purchases within your HighLevel account.

GoHighLevel Features and Pricing

The adhering to screenshots show what features you will obtain and just how much these features will certainly cost you if you get individual tools for that objective. The pricing of the high degree is fairly budget friendly as contrasted to various other tools. In addition to that, it features a significant listing of features that make it worth it for agencies.

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 much more features, then you can additionally attempt the unlimited plan, which costs you $297/month. However, for beginning, we think the starter plan is a good fit.

Is GoHighLevel Well worth it?

Directly, we found GoHighLevel is the excellent all-in-one sales and marketing tool. It is a good combination of pricing and features compared to various other rivals such as HubSpot or Salesforce. GoHighLevel not only assisted us to conserve hundreds of bucks that we were investing in private tools. However it additionally conserved lots of organization hours with its marketing automation devices.

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