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Go High Level Lecture Notes

Jul 12, 2024

Go High Level Overview

Introduction

  • Reviewing all features of Go High Level (GHL)
  • Four main categories: Agencies, CRM, Extras, Intangibles

Agency Features

  • White Labeling: Up to two brands per account
  • SaaS Plans: Configure up to 20 plans to resell
  • User and Contact Limits: Charge based on limits, toggle subscriptions, upgrade/cancel
  • Reselling Costs: Yext, WordPress, WhatsApp, SMS, email, phone, AI costs
  • Snapshots: Duplicate settings/templates to sub-accounts
  • Sub Account Reporting: View all sub-account data in one spot
  • Custom Menu Links: Plug-in another app or link
  • App Marketplace: Integrate additional apps
  • App Customization: Change appearance of app
  • Feature Gating: Control features available to sub-accounts
  • Email Sending Domains: Set up domains for clients
  • Prospecting Tool: Create SEO reports for local businesses

CRM Features

  • Launchpad: Customize prompts (download app, integrate Google/Facebook, etc.)
  • Reporting Dashboard: Opportunity status, lead source report, Google/Facebook ads reporting, etc.
  • Conversations Dashboard: Manage messages across platforms (Facebook, Instagram, email, SMS, WhatsApp)
  • Contact Management: Smart lists, tags, sort/filter, tasks, bulk actions, individual contact info and actions
  • Calendars: Various types (simple, round robin, class booking, collective booking, service calendars, etc.)
  • Pipelines: Customize stages, settings, visibility in funnel/stage distribution
  • Payments: Send proposals, invoices, contracts, set tax rates, integrate Stripe, PayPal, etc.
  • Marketing: Social planner, affiliate manager, trigger links, email builder
  • Workflow Automation: Triggers (contact, events, appointments, opportunities, etc.) and actions (update contacts, communications, internal tools, etc.)
  • Sites/Pages: Landing page and funnel builder, website builder, blogging, WordPress integration, forms, surveys, chat widget, media library, URL redirects
  • Memberships: Online course hosting, custom domains, analytics, included community feature
  • Reputation Management: Review requests, feedback management
  • Analytics and Reporting: Ads reporting, call reporting, appointment reporting, agent reporting

Extras

  • AI Features: Copywriting, image generation, conversational AI, scheduling
  • Settings Management: Business profile, user management, lead scoring, custom fields and values, phone numbers, compliance settings (HIPAA, GDPR), domains, integrations, audit logs

Intangibles

  • Community: Large, active user base, helpful Facebook group, support apps
  • Education: Continuous training and expert interviews
  • Events: Frequent and engaging events around the software

Conclusion

  • Consider using the provided link for bonuses and free courses.