Maximizing Go High Level for Agencies

Aug 4, 2024

Lecture: How to Use Go High Level for Your Marketing Agency

Introduction

  • Speaker's Experience: Initially skeptical of Go High Level, but fully integrated it into their 7-figure marketing agency in 2023.
  • Purpose: To help agency owners set up and use Go High Level efficiently.
  • Benefits: Increased revenue, streamlined operations, reduced software costs.

What is Go High Level?

  • Description: All-in-one agency management tool.
  • Functions: Hosts website, manages end-to-end sales processes, client communications, inbound ads, and service delivery systems.

Getting Started

  • Sign-Up: 14-day free trial available.
  • Plans:
    • Starter Plan: Ideal for new agencies, manage up to 3 clients.
    • Agency Unlimited Plan: For existing agencies, manage unlimited clients, white-labeling option.

Initial Setup

  1. Fill in Business Details:
    • Business name, legal name, phone number, address, etc.
  2. Upload Logo: Ensure your brand is represented.
  3. Integrate Existing Tools: ClickFunnels, Pipedrive, ActiveCampaign, WordPress, etc.
  4. Add Team Members: Set permissions and roles for your team.
  5. Integrate Google and Social Media Accounts:
    • Google (GMB, email), Facebook, Instagram, Stripe for payments.
  6. Create Calendar:
    • Options: Simple Calendar, Round Robin, Class Booking, Collective Booking.
    • Customize event settings, reminders, and availability.
  7. Phone System Setup:
    • Use LC phone system for calls and SMS.
    • Configure forwarding, call recording, and regulatory settings.
  8. Reputation Management: Connect Google My Business and manage reviews.
  9. Add Domain: Use GoDaddy or another provider to register and link your domain.
  10. Email Services: Set up a dedicated domain for email communications.

Advanced Configurations

  • Custom Menu Links: Add links for resources or tools your team uses.
  • API Keys: Integrate Go High Level with other tools.

Using Go High Level

Dashboard Overview

  • Bird's Eye View: Manage sub-accounts, track revenue, and affiliate earnings.
  • Conversations: Manage SMS and email communications.
  • Calendars: View and manage scheduled appointments.
  • Contacts: Manage your database of leads and clients.
  • Opportunities:
    • Sales pipeline management.
    • Pipeline stages: New Lead, Conversations, Ghosting, Appointment Set, No Show, Cancellation, Negotiation, Client Closed, Nurturing.

Automation and Workflows

  • Creating Workflows:
    • Automate tasks like appointment reminders, follow-ups, and email sequences.
    • Example workflows: Appointment setting, ghosting flow, no-show flow, nurturing flow.

Sites and Funnels

  • Create Websites and Funnels:
    • Use templates or build from scratch.
    • Optimize for SEO and mobile viewing.
    • Integrate forms and tracking codes.

Marketing Tools

  • Social Media Management: Schedule posts across multiple platforms.
  • Email Campaigns: Send newsletters and manage email marketing.

Payments

  • Invoices and Transactions: Send invoices directly from the platform.

Reporting and Analytics

  • Track Campaign Performance: View metrics for Google Ads, Facebook Ads, and more.
  • Call Reports and Agent Performance: Monitor call activity and results.

Snapshots

  • Purpose: Replicate successful setups across multiple accounts.
  • Creating and Using Snapshots: Save and apply settings, workflows, and templates to new sub-accounts.

Final Recommendations

  • Focus on Client Acquisition: Use Go High Level to streamline and enhance your client acquisition processes.
  • Avoid Shiny Object Syndrome: Stick to features that genuinely add value to your agency.
  • Extended Trial: Link provided for an extended trial period.
  • Newsletter Sign-Up: Access to step-by-step setup checklist and additional resources.

Conclusion

  • Call to Action: Comments and newsletter sign-up for additional resources and support.