High Level Software for Agencies

Overview

• High Level is a must-have software for agencies.
• It might be overwhelming for beginners or those new to running an agency.
• Offers various subscription plans: $97, $297, and $497 per month.
• Allows for unlimited sub-accounts with $297 and $497 plans.

Features and Benefits

Umbrella Account

• Central account that manages all sub-accounts.

SaaS Configurator (Available at $497/month)

• Create your own software product.
• Set pricing, resell text, calls, and emails.
• Customize features and plans for clients.

Sub-Accounts

• Manage multiple clients or business locations.
• Customize features for each client.
• Enable or disable features based on client needs.

Account Snapshots

• Use snapshots to replicate setups across new accounts.

Reselling Options

• Resell Yext for local citations.
• Option to resell WordPress for better SEO.

Marketplaces and Affiliates

• Access to High Level's tech team and services.
• Affiliate portal for managing affiliates and partners.

Custom Menu Links

• Allows personalization of client dashboards.
• Clients can access resources, schedule calls, and submit content.

Client Onboarding Process

Adding New Clients

1. Add account and use a snapshot.
2. Customize account settings.
3. Toggle SaaS mode on/off as needed.
4. Set up automation and workflows.

Automation & Workflows

• Automate client interaction and lead management.
• Use ManyChat with Zapier to integrate with High Level.
• Set up workflows for follow-up and appointment confirmations.

Lead Generation

Methods

• ManyChat for Facebook Messenger: Integrates via Zapier.
• Website Chat Widget: Integrates into client websites.
• Google My Business Messaging: Direct messages from Google Maps.
• Use of Funnels: Set up forms to capture leads.
• Facebook Lead Forms: Native lead form integration.
• Manual Uploads: Import contacts and re-engage leads.

Workflow Management

• Detailed follow-up sequences over several days.
• Use of tags and triggers to automate communication.

Conversations Dashboard

• Central place to manage leads and client interactions.

Opportunities and Pipelines

• Set up pipelines to manage stages of client engagement.
• Automate movement through stages based on client interactions.

Managing Team and Client Access

Adding Staff

• Set permissions for team members.
• Limit access to only necessary parts of the dashboard.

Reputation Management

• Send automated review requests via email or text.

Domain Management

• Set up domains or subdomains for client use.

Conclusion

• High Level enhances client retention and streamlines follow-ups.
• Offers comprehensive features for agency management.
• Encouraged to join High Level through the affiliate link for more benefits.