In this GoHighLevel P&C Insurance Playbook article, we’re going to share our 4 years of real experience, unlike others who simply note down the features which are currently pointed out on their official internet site.
We’re mosting likely to cover what is GoHighLevel, its pros & cons, the reasons why we switched over to it, How we utilize it in our day-to-day life, pricing and real snapshots. We wish this actual experience-based HighLevel testimonial will certainly assist you to easily make a decision whether you should pick it or not.
So, Allow’s get into it!
What is GoHighLevel?
Before we study how we use it, let’s initial recognize what GoHighLevel is.
It is an all-in-one sales and marketing tool to scale services and start the journey to build customer relationships. HighLevel has all the tools for recording more customers, nurturing clients, and closing leads to development worldwide. Hence, it provides a service to firms who are battling with the sales and marketing automation process. It additionally has a CRM device that generates, automates, and takes care of leads. With this tool, it ends up being really easy to take care of leads while developing strong client partnerships.
Benefits and Drawbacks of GoHighLevel
Pros
- Budget friendly pricing
- All-one marketing and sales platform
- Good combo of features
- Excellent customer support
- Deal a 30-day free trial, yet our reader can get a 30-day free trial utilizing our unique link.
- Change a selection of devices, including sale funnel, check & form builder, email marketing, marketing automation, CRM, item marketing, and extra.
- Create sub-accounts for clients by just spending for one company account.
Disadvantages
- Often HighLevel requires time to load effectively
- So many features can confuse brand-new individuals.
- Need to invest top quality time learning top-level.
What We Used Before and Why We Switched over to GoHighLevel?
In the preliminary years, our business really did not have a CRM device. We utilized to do whatever manually, such as
- Our sales department took care of contacts, leads, sponsorship, and partnerships through Google Sheets and Drive.
- Our firm utilizes Screencastify to videotape calls and Calendly to set up consultations.
- WordPress to produce land pages, kinds, and funnels.
- Gmail to send out hands-on e-mails and Google Office for documenting.
Doing things by hand was not just taking lots of company hours yet additionally very hard to track and assess points. So, as a growing firm, we required a tool that can aid us with Automation, CRM Management, Marketing, and Tracking.
And, then ultimately we initially spoke with the customer; then the potential companion. They both commended GoHighLevel for being inexpensive and beneficial for marketing agencies. After hearing favorable feedback, we lastly determined to attempt to HighLevel for our firm. After the trial period, we felt that this is the ideal device that we need. So, we wind up acquiring the GoHighLevel starter plan ($ 97/month).
Leading factors for picking HighLevel over other tools
Great Combination of Features
HighLevel is an all-in-one sales and marketing system for automation, data source monitoring, sales, SMS, voicemail, email blasts, e-commerce, subscription sites, surveys, types, appointments, and much more features. You can additionally create sub-accounts for your clients and take snapshots of existing sales funnels to export for other marketing campaigns or brand names. So, we discovered all the features in HighLevel which we require as a growing marketing firm.
Economical Cost
Regardless of a long list of features, it is really affordable as compared to devices. The important things we such as most about HighLevel is that we can create sub-accounts for clients by just paying for one company account. So, this makes it a lot more budget friendly for agencies like us who require to develop sub-accounts for their clients without paying extra dollars.
Assistance GoHighLevel P&C Insurance Playbook
One more element that affected our choice was GoHighLevel’s support. It offers fantastic support by giving access to its welcome program, concern support, telephone call, help facility, Facebook group, occasions, costs chat service, YouTube training videos, and announcements.GoHighLevel has actually worked with our business to make sure the shift to the device was smooth. Without an encouraging customer care group, the procedure would certainly have been a lot more tough and would certainly’ve taken a lot longer for our team to find out the program.
How we Utilize it and How it Can Assist You?
Allow’s currently review the GoHighLevel review carefully and learn exactly how we its features in everyday company life.
Conveniently Capture, Nurture and Close Leads
With High Degree, the lead generation procedure ends up being very smooth since there are all the tools within the one system that we require. Let’s speak briefly about it.
Capture New Leads:
GoHighLevel makes it very easy to record strong leads and assists us to remain arranged with all our tasks. For capturing brand-new leads, we have several options within the dashboard. You can create Funnels, Landing pages, Surveys, Types, or routine calls to record new leads.
Nurture Leads into Consumers
For nurturing, there are lots of features, such as automated responses, follow-up campaigns, multi-channel campaigns to link via various tools, and two-way interaction to construct close relationships with customers. Before GoHighLevel, our sales department was seeking a way to enhance response rates and after utilizing its nurturing features, we become able to get solid leads.
Close More Offers
Not only does GoHighLevel allow you to build personal partnerships with customers, but this device allows us to conveniently assess results and track leads. As a participant, you can track the progression of leads, gather settlements, and will have an overview of the campaign. You can likewise integrate third-party devices into GoHighLevel, to see advanced analytics data.
Automate Marketing Tasks with WorkFlows
The greatest issue we were facing was the manual handling of marketing tasks and procedures. A lot of the jobs are repetitive, so we made use of to manage those jobs manually. And because of this, it consumes great deals of service hours which we can spend on various other things to generate more leads. But with HighLevel our trouble gets settled. So, for automating organization procedures and tasks, we’re using the GoHighLevel Workflow feature.
Workflow automation is all about making the circulation of job as soon as. And afterwards, it will certainly be completed instantly without any demand for human input. We use workflows for multiple functions, such as automation of visitor blog writing systems, onboarding new clients, on-line appointment booking, and many more marketing jobs. The following is the workflow automation that we’ve designed for the solar funnel. And this shows how the workflow automation process for supporting the solar leads once we catch it.
Establish Triggers to Send Interior or Outside Notifications
There are many times when we need to send alerts to our team or customers. Although these tasks are quick, they still call for some time that could be utilized elsewhere. So, with GoHighLevel, you can make use of the triggers feature to send automatic interior or external notices. There are several triggers offered in GoHighLevel, such as birthday pointers, job reminders, orders submitted, the lead form sent, or other sales possibilities.
For e.g., We’re utilizing a lead form submitted trigger for our Visitor Blogging system. Whenever any kind of lead sends a visitor blog post kind, we have a devoted trigger for that. And our team instantly obtains an alert that we have actually received a brand-new visitor message lead. From there, accountable team members can handle the lead.
Develop Unlimited Sales Funnels
Every business nowadays utilizes sales funnels as a marketing method. We’re additionally developing sales funnels for our service and clients too. The most effective feature of HighLevel is you can develop endless sales funnels, unlike other marketing tools. HighLevel includes a built-in drag-and-drop builder utilizing which we can conveniently create sales funnel web pages. You can either hold your funnel web page on HighLevel or use the Leadconnector plugin to embed funnel web pages to your WordPress website.
You can either hold your funnel web page on a highlevel or make use of the Leadconnector plugin to embed funnel pages to your WordPress website. Additionally, we can integrate the tracking codes right into sales funnels for measuring outcomes at every stage of the funnel.
On top of that, you can establish workflow and trigger automation offer for sale funnels to record, nurture, and close leads immediately. E.g. Recently, we developed an automated roof 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 capture the information, and an automated call routine page. We automated the entire backend procedure with a highlevel and right here is a fast overview of it:
- Tagging a lead with a roof lead tag,
- Inner notices to our employee of brand-new leads,
- Automatically attached phone calls,
- Round-robin assignments to individuals if several sales reps.
- Automated personalized voicemail goes down to much better offer the lead at every action.
- Follow-up pointers to the lead who booked the call.
- Leads that do not Schedule the Onsite Meeting immediately get text Text to Book and connect if they have additional inquiries.
- 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 Manual Follow-Up.
Create Studies, Forms and Build Internet Sites
Before HighLevel, we were making use of a paid WpForms plugin to produce kinds. After purchasing HighLevel, we recreated those kinds in HighLevel and this aided us to cut down the entire cost of the WpForms Plugin. Now, we’re not making use of any form builder plugin as we produce every type in a highlevel and after that embed it into our WordPress website or HighLevel sales funnel. Surveys and forms can be produced and conserved in the corresponding study builder and type builder tabs. Within the survey/form builder tab, there are 3 tabs:.
The builder tab enables you to create the study/ type by dragging questions onto a landing page. There are basic concerns and custom-made inquiries that you can make and they will be conserved within the custom fields tab.
The examine tab allows you to take a look at the submissions in time.
The entries tab allows you to consider the survey/form entries and answers GoHighLevel P&C Insurance Playbook.
Besides this, you can also produce a whole site making use of HighLevel. Currently, we’re not using this feature, since we currently have a WordPress internet site.
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.
Create Pipes and Track Lead Opportunities
With the High-Level pipeline feature, we produce various stages for the sales funnel to track the lead condition. For E.g. We have developed a pipe for our visitor blogging sales funnel and defined the different stages for visitor message leads through which the lead will certainly experience as revealed listed below.
When the pipeline is created, you can navigate to the possibilities tab to track leads. Firstly, select the wanted pipeline from the top and after that select the information array. Currently, you can track the status of each lead and where they remain in the sales funnel procedure. Further, you can relocate the lead from one stage to another.
Run Campaigns at No Extra Price
The major chunk of cash we invest in e-mail marketing software program to build, run, take care of, and track e-mail campaigns. However with HighLevel we likewise removed this cost, and we’re not utilizing any type of email marketing software. Since we have this feature offered right in the HighLevel control panel. The best point is it doesn’t only enable us to run e-mail campaigns however additionally SMS, Messenger, Call, Voicemail, and several various other campaigns for marketing. Plus, you can likewise incorporate your HighLevel account with Twilio to make and get phone calls/SMS using standard internet languages.
Besides this, you can also examine the efficiency of every campaign as given listed below.
Automate Appointments Booking
Have you ever before recognized how much time we invest following up with customers to match schedule and settling an appointment? It requires time. Right?
At DigiMeta, we provide complimentary consultation calls to our customers who are interested in taking our services. Yet every time we can not by hand follow up with them to fix 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 specialized top-level sales funnel that is incorporated with our CEO’s calendly account and highlevel automation.
Wherever any client intends to book a phone call with our CEO, they can visit our free assessment landing page. From there, they can enter their information and select a time to immediately reserve a cost-free consultation phone call. In the backend, the lead will certainly be sent out to our HighLevel CRM to handle more processes instantly. Such as sending inner notifications to our chief executive officer consisting of phone call timing, lead data, and other required details which our chief executive officer needs before signing up with the appointment phone call.
Manage, Organize and Assess Your CRM Easily
HighLevel is a CRM device that allows you to conveniently take care of and arrange your contacts. We currently have 19,980 contacts in our data source, much of which are fractional with tags.Tags assist us to conveniently handle our huge get in touches with. As an example, for every roof lead, we add a roof covering tag and for guest messages, we include a “guest blog post” tag to better separate our contacts and it likewise aids us to better engage with our leads.
Handling get in touch with lists independently can take a long time. However you can utilize the bulk activity feature to take care of huge groups of call. It permits you to: Merge, Export or import, Erase, Include or remove the tag, Send an e-mail or SMS, Contribute to a campaign, Relocate the pipeline.
Offer and Collect Repayments
With GoHighLevel, you can additionally collect repayment making use of billings or directly sell solutions, physical or digital items, and get repayment by incorporating with third-party payment gateways.
Develop and Take Care Of Billings
Based upon your demands, you can develop single or recurring billings for your customers. And easily take care of every one of your billings in a solitary place.
Develop and Market Products
You can create items directly from a top-level dashboard whether it is a physical, digital product, or solution, and sell these items making use of sales funnels.
In addition to items, you can additionally produce coupon codes for much better marketing. All you need to do is browse to the discount coupon tab and produce based on your requirements.
Accumulate Repayments and Track Purchases
For accumulating repayment, you can integrate with third-party payment entrances such as NMI, Autorize.net, Stripe, and Paypal. Within the control panel, you can also create or manage tax. Examining acquisitions and earnings is crucial, so with no third-party device you can track orders, registrations, and transactions within your HighLevel account.
GoHighLevel Features and Pricing
The complying with screenshots show what features you will certainly 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 quite budget-friendly as compared to various other tools. On top of that, it features a massive list of features that make it worth it for firms.
At DigiMeta, we’re making use of a starter plan which includes all the features that we need and it costs us $97/month. If you want extra features, after that you can additionally try the unlimited plan, which costs you $297/month. But also for beginning, we believe the starter plan is an excellent fit.
Is GoHighLevel Worth it?
Personally, we discovered GoHighLevel is the ideal all-in-one sales and marketing tool. It is a nice combination of pricing and features contrasted to other rivals such as HubSpot or Salesforce. GoHighLevel not only aided us to save countless dollars that we were investing in individual tools. But it additionally conserved lots of company hours with its marketing automation devices.