Coconote
AI notes
AI voice & video notes
Try for free
📊
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.
📄
Full transcript