If you have ever felt overwhelmed by marketing tech, or have been looking into developing your tech stack further, read on as we demystify the tech platform that is often fondly referred to as “Go High Level” (purely because that was the available domain name, despite the company and platform being named “HighLevel” LOL).
Sitting comfortably? Then lets begin…
What is HighLevel?
HighLevel is an all-in-one platform designed to do three core things: 1. consolidate your marketing tech tools, 2. streamline workflows and processes, and 3. enhance customer relationships. For a monthly subscription fee, you can leverage its suite of features and capabilities of which there is an impressive collection. The platform brings together web pages, funnels, surveys, booking systems, email automation and communications, plus much much more.
I must admit that typically, most “all-in-one” platforms get shunned by niche professionals because most never deliver to a high enough standard. This is actually why HighLevel caught my attention, as marketing agencies I respected were beginning to not just promote it, but rave about it.
Who is it for?
Born out of a need to simplify the complex web of marketing tools, HighLevel emerged as a solution built by marketers for marketers, but it has grown past this. With the company’s openness to community feedback and with a commitment to addressing the traditional challenges faced by most businesses, HighLevel is accessible to solopreneurs, entrepreneurs, small and medium businesses, agencies, and enterprises. With that in mind HighLevel has something for every business.
Fun Fact: HighLevel was originally designed specifically for marketing agencies but quickly gained popularity among various businesses due to its versatility and comprehensive suite of tools. Now, it's used by entrepreneurs and companies across diverse industries to streamline their marketing, sales, and customer management processes.
Why Choose HighLevel?
There are countless platforms on the market to choose from, so why choose HighLevel? Here are a few reasons that we felt set HighLevel apart and why we use it within Mits Griffin and our clients businesses:
1. Save Money While Growing Your Business
HighLevel offers an all-inclusive pricing structure, meaning you don’t have to pay for multiple tools and services separately. Starting at $97/month it’s comparable to the fees of numerous platforms available in the marketplace, but it actually offers a whole lot more than most. If you are starting out and are in the process of validating a business idea with no revenue at present, $97/month is significant and maybe an idea for the future – but if you have some finances behind you – this platform could certainly give your marketing the boost it needs and you a run for your money!
For many small businesses, investing in a multitude of disjointed tools can quickly become a financial and operational nightmare. This can be heightened if you are a non-techie entrepreneur where it can extremely hard to know which option to pick and discern between technological nuances. Every tool often comes with its own subscription fees, learning curves, and maintenance needs. Managing multiple platforms can not only fragment your efforts, but can also lead to higher cumulative costs overall in the long term. Although this disadvantage is often offset by a greater level of control and deeper level of functionality that more specialist (and more expensive) platforms may offer – many small businesses do better by keeping things as simple as they can. We love the thought of keeping things simple!
HighLevel is an integrated solution that consolidates all essential marketing functions into one platform. This unified approach eliminates the redundancy of overlapping features and by centralizing your tech you can not only save money but also improve efficiency. This can enable entrepreneurs and businesses to achieve a higher return on investment, with HighLevel as a savvy cost-effective option for ventures of all shapes and sizes. Check out their compassions chart found on their own website. Cool right?
2. Everything You Need in One Place
HighLevel are not kidding when they say they “have everything you need to succeed”. Often the stuff dreams are made of and the nightmare of those that buy into a quick fix… it turns out that HighLevel truly is an all in one platform, eliminating the need to juggle multiple applications. Although there are many other tech platforms out there that are a hybrid of features, getting to grips with them can be tough and often disappointing.
If you’ve been in business for a while, you might already have some tech pieces setup, and one of the things we love about HighLevel is it’s ability to “fill in gaps”. It offers a lot, but that doesn’t mean you have to use it all. You honestly don’t and often it’s wise to put aside FOMO (the Fear Of Missing Out). Even if you just use a couple of its features, you may already save a significant amount compared to other solutions out there. With not much to lose and lots to potentially gain, there’s always the opportunity to transition more over to HighLevel later should you decide to streamline your tech stack in the future.
In fact, you’ll find many digital agencies offering very specific functionality, leveraging just a few components of such as platform as HighLevel.
Kickstart Your Client Journey with Easy Lead Capture Tools
Marketing is all about scaling your efforts. Setting your lead generation efforts to happen without you, really focuses on your ability to “capture leads” aka collect an email address or contact detail from a prospect, on auto pilot 24-7.
This is where HighLevel‘s web pages, landing pages, surveys, forms, and calendars can come into play. Here you can create lead capture mechanisms and roll all your web needs into one platform. Although other web tech stacks like WordPress have the edge in overall functionality and potential, HighLevel’s web capabilities are often more than enough for most organisations that don’t mind functionality over novel. Of course you can get some “more groovy” aspects of web design into a HighLevel webpage with HTML or CSS, but you can still build pages that convey “high-end” without code. It’s web interface is much like many of the classic web builders out there including ClickFunnels, and like ClickFunnels can be a little glitchy at times. But hey, sometimes you just can’t have it all GRIN.
As expert web designers, we couldn’t resist testing HighLevel’s web design capabilities. To get some finer features in there is the option to add HTML and CSS, which we did in our test run below in just one section, but as you can see, the end result is very passable! Have a peek below and see what you think as we compared a page built in WordPress to the same page re-built in HighLevel!
Stay Connected with Lead Nurture Features
An important part of marketing is lead and client nurture. This where you stay connect with prospects, leads and clients to build greater rapport and trust - the building block to any business.
HighLevel‘s automations allow you to nurture leads through personalised, multi-channel campaigns. It’s sounds a little technical but basically this means you can engage your audience with targeted messages without getting lost in a myriad of platforms. This can be a big deal! The ability to engage with your clients across multiple channels like SMS, email, voicemail drops, and Facebook Messenger, can save an entrepreneur’s sanity. Have you ever thought back to a past client conversation but forgotten whether it was facilitated through email, or Messenger, or a phone call? Fret no more! You can keep track of what was said when, all from one place.
Most powerful in helping us stay connect are platforms with CRM capabilities (the ability to not only build a list of contacts but to automate emails that can target specific groups), and HighLevel in our opinion rivals many dedicated CRMs out there. Not so dissimilar from platforms like Active Campaign, and in some ways more logically built, this is where you can set up automated emails and communications, with workflows (aka sequences and automations) dedicated to connecting with different groups within your contact list. If sending individual emails has become a pain and you want a system that can scale without breaking the bank (many CRMs out there are super cheap to begin with and then super expensive when you start to scale) – this can be worth its weight in gold.
One thing to remember is that sending an email has a cost, and sending a text message has a cost. With the ability to manage such things from HighLevel, it’s worth noting that your HighLevel subscription will cover your tech stack, but there will be additional fees for sending emails and text. HighLevel charges for email and SMS services through third-party providers, Mailgun and Twilio. Here, email costs via Mailgun are approximately $0.80 per 1,000 emails, decreasing with higher volumes and SMS costs via Twilio are about $0.0075 per message in the US. Compared to industry standards, HighLevel’s pricing is competitive, especially for high-volume users, making it a cost-effective choice for businesses looking to streamline their communication efforts. Remember, you’ll be paying for these no matter what system you use, just that often these charges are hidden and you can forget that you are paying, but with HighLevel this will be more transparent.
Deliver on Promises with Booking, Membership, and Course Management
HighLevel‘s built-in calendar application can significantly simplify appointment scheduling. Here you can create numerous options for prospects and clients to book time with you – whether paid or unpaid.
For those of you interested in delivering a membership, HighLevel includes a membership arena taking inspiration from membership platforms like Skool and Circle, enabling you to take group conversations off free platforms like Facebook, and (at no additional cost) into HighLevel instead. This can be phenomenal if you are wanting to build a community from scratch without any additional investment. Although the community-driven course experience might not be as sophisticated as stand-alone platforms, having this potential can really help a fledging business that loves to teach and train up others, to get off the ground.
If you are a course creator, you might really appreciate HighLevel‘s course management tools. Not as curated or tailored as building out your own Learning Management System, HighLevel does offers a decent experience which can be easily combined with its membership experience. Whether for client education or internal training, with HighLevel you can create and manage courses with unlimited video hosting and unlimited users. To date this functionality might not be quite as swish as other dedicated course technologies, but it can certainly offset that disadvantage with that fact that this incurs no additional hosting costs. Add to the above the ability to take and manage payments and subscriptions, via Stripe integration, some businesses have reach crazy financial heights just leveraging these aspects of HighLevel alone.
3. Create Tailored Experiences
A nice touch is HighLevel’s flexibility, enabling you to tailor workflows to meet your specific business needs and goals. Tailoring the platform to suit your specific business needs is crucial for gaining the most value. HighLevel allows for extensive customisation, which is how agencies can leverage it’s ability and generate uniquely automated workflows, personalised customer communication templates, and specifically configured dashboard views.
More than that, you can also customise your campaigns, messages, and customer interactions to reflect your brand’s unique voice and vision. Enhanced customer relationships form the backbone of any successful business. When customers feel valued and understood, their loyalty and satisfaction soar, leading to repeated business and positive word-of-mouth. In today’s competitive marketplace, standing out requires more than just offering superior products or services; it demands building genuine connections with your clients and customers.
To keep up with every communication alone can be challenging, but when we leverage tools to help put our best intentions into action, the result can be magic. A well-orchestrated customer journey ensures that prospects and clients receive a unified brand experience, from the first point of contact to post-purchase support. By maintaining a cohesive narrative across all touchpoints, HighLevel enables entrepreneurs and businesses of all shapes and sizes to deliver a superior customer experience that stands out in a crowded market. Here you can build stronger relationships by filling the gaps where we, as human beings, might fail.
4. Always Getting Better with New Features All the Time
Although we hope this gives you a peek into all that this platform can do, one of the things we’ve loved is the drive to keep expanding and refining what’s on offer. Add onto it’s core elements of CRM (email automations), web pages (landing pages, funnels, online surveys etc), and customer communications (where you can view emails, text, messenger chats, what’s app messages all in one place) there’s Ai and chat bot functionality, as well as a beta version (to date) of bringing in Facebook Ads manager into the platform. Here are some of the other features we’ve enjoyed here at Mits Griffin.
- Reputation Management – The ability to manage online reviews and reputation from one place.
- Social Media Scheduling – The ability to create and schedule posts on numerous platforms from one place.
- Forms & Surveys – The ability to create online questionnaires where participant answers can be automatically stored against their contact details in the High Level CRM.
5. Streamlined Workflow
Automate the Boring Stuff
In the domain of business, time is a precious commodity. HighLevel‘s automation capabilities allow you to automate repetitive tasks. For business owners, reclaiming time from mundane tasks can be transformative. Time saved translates to opportunities seized – opportunities to strategize, innovate, and drive growth. Here, an all-in-one platform like HighLevel can help you streamline your workflows and reducing the number of manual tasks you need to handle. This can not only help ensure that no opportunity slips through the cracks, but that your business (or more to the point, you) have the headspace to stay ahead of the curve.
Keep Your Business Organized
Another area of entrepreneurial pain is tech integration. You’d think in this day and age, tech would connect up seamlessly but the stark truth is that tech remains immensely complex, and getting different platforms to play nicely together is no mean feat! Managing disparate tools can be time-consuming and challenging, often resulting in data silos and inefficiencies. HighLevel eliminates this problem by providing robust integration capabilities that allow businesses to connect their preferred tools seamlessly. By streamlining data transfer and automating workflows between applications, HighLevel reduces the risk of errors while improving overall efficiency.
A perk of HighLevel is that it integrates with many popular business tools such as Zapier (a tool that acts as a middleman, enabling tech pieces that don’t connect, to connect), Google Analytics (for web analytics so you can see what pages are working and what are not), and Salesforce (another leading cloud-based customer relationship management platform), making it easy to incorporate into your existing tech stack if you already have such things setup. This allows for a seamless flow of data and processes, leading to improved efficiency and accuracy. Win-win!
Did you know? HighLevel integrates seamlessly with over 1,000 other applications through its Zapier integration, allowing users to connect their favourite tools and automate workflows effortlessly. This flexibility makes it a powerhouse for boosting productivity and efficiency in many businesses.
HighLevel vs. Other Platforms
HighLevel has some unique advantages, but it’s often helpful to see how it compares to other technologies out there.
HighLevel vs. Pipeline Pro
In the marketplace Pipeline Pro and HighLevel are both popular platforms used for managing customer relationships, sales, and marketing automation, but did you know that Pipeline Pro is actually built on the HighLevel platform? In essence Pipeline Pro leverages the core functionalities and infrastructure provided by HighLevel but packages them in a way that targets users looking for a simpler, more focused CRM solution. Through this re-packaging, many HighLevel features are excluded which offers simplicity which Pipeline Pro is often praised for.
HighLevel vs. Vendasta
Vendasta is designed to help digital agencies scale by offering a wide range of marketing services under one roof. However, HighLevel surpasses Vendasta by providing more advanced automation tools and greater customization options for marketing campaigns. HighLevel’s robust automation workflows and deep integration with other marketing tools facilitate a more streamlined user experience. Furthermore, HighLevel’s membership and course management features add an additional layer of value that Vendasta lacks, making it a superior choice for agencies that offer educational content or require comprehensive client onboarding solutions.
HighLevel vs. Salesforce
HighLevel and Salesforce are both powerful CRM platforms, but they cater to different needs and business scales. HighLevel is designed primarily for small to medium-sized businesses and marketing agencies, offering an all-in-one solution with features like marketing automation, lead management, and membership sites, at a cost-effective price point. Salesforce, on the other hand, is a comprehensive, enterprise-level CRM that provides extensive customization, advanced analytics, and scalability, suitable for large organizations across diverse industries. While HighLevel excels in simplicity and affordability, Salesforce stands out for its robust capabilities and integration options for complex business processes.
HighLevel vs. Keap
Keap (formerly known as Infusionsoft) is a powerful CRM and automation platform widely used by small businesses. Considered the best of the best, with Active Campaign placed as a more financially viable second for emerging businesses, Keap excels in automation and contact management. However, Keap is known for it’s complexity and this is where HighLevel, with a more user-friendly interface and an expanded set of features, can begin to steal the limelight. Combined with its extensive suite of marketing tools, HighLevel is great especially if you want to minimizes the complexity of managing multiple systems.
HighLevel vs. WordPress
HighLevel and WordPress serve distinctly different needs in the digital landscape, yet both are highly valued for their specific functionalities. WordPress is renowned for its extensive flexibility as a content management system (CMS). It powers a significant portion of the web, providing a foundation for websites ranging from simple blogs to complex e-commerce sites. WordPress excels with its vast ecosystem of themes and plugins, which allows for high customization and functionality tailored to nearly any need or industry. This makes it a favourite among web developers, bloggers, and businesses looking to establish a strong online presence with full control over website design and functionality. However, HighLevel is particularly effective for managing client relationships and automating marketing tasks, while WordPress provides a solid base for content-driven websites with endless customization possibilities. Together, they can integrate to provide a comprehensive suite of tools that leverage the strengths of each for advanced digital marketing and content strategies. If finances are tight, then we recommend building your website with HighLevel to streamline costs. However if you require specific web function, WordPress has great flexibility where you can have full ownership and control.
HighLevel vs. ClickFunnels
If you’ve decided not to build your marketing funnels using your current website tech, you might have invested in alternative standalone platforms like ClickFunnels. Renowned for its capacity to build sales funnels (our actual preference is to use WordPress if you already have a WordPress website) or HighLevel. HighLevel surpasses ClickFunnels by offering a more comprehensive suite of tools that goes beyond funnels – and perhaps more importantly – you can even build more complicated funnels like quiz funnels with HighLevel. While ClickFunnels focuses primarily on funnel creation and conversion tracking (which can actually be a little hit and miss), HighLevel extends its functionality to include robust customer relationship management (CRM), advanced automation, and multi-channel marketing capabilities. This seamless integration of various marketing tasks, allowing for a more cohesive and efficient approach, which eliminates the need for multiple subscriptions which can make financially savvy entrepreneurs feel like bursting into joyous song.
HighLevel Success Stories
Can HighLevel revolutionize the way you manage your business? With its comprehensive suite of tools, you can easily automate your marketing and communication tasks, reducing manual workload and increasing productivity. Crucially, its seamless integration capabilities ensure a consistent and cohesive customer journey across all touchpoints, but really the test comes in real life scenarios.
Griffpatch Academy: A Case Study
From solo entrepreneurs to large enterprises, HighLevel has helped countless businesses achieve remarkable success and so how could we resist leveraging HighLevel for one of our up and coming clients: Griffpatch and putting it to the test.
With the heart to train kids how to code up their own games using block coding in Scratch, Griffpatch has grown a successful YouTube presence, but without any real business structure behind it to drive it’s revenue and growth. We’ve had the honour of stepping in to create a business model and we chose HighLevel to specifically drive all our marketing needs. Think web pages, funnels, email automation… though one of the biggest factors in our decision to go with HighLevel was scalability and cost.
Although Griffpatch had revenue generated purely from YouTube ads due to quite a big following of over 300K subscribers at the time. There was no list and no way of controlling revenue to be more predictable – apart from to work harder and produce more videos! Building a list of, and emailing just 0.5%, could incur quite some cost and for a fledgeling business, this could amount to $150/month which is significant. And so, at just £97/month HighLevel was significantly cheaper while also maintaining the potential to scale. Within 11 weeks Griffpatch grew a list from zero to over 4,000, all facilitated through HighLevel funnel pages.
Of course there is more to any business than it’s marketing… But without a pathway for people to convert into leads and then paying clients, a fundamental business component will always be missing. Combined with marketing know-how, we were able to add almost $70K to the Griffpatch yearly revenue in just a few months by getting technology to do the heavy lifting 24-7.
Want to Explore HighLevel for Free?
Embarking on your HighLevel journey can be pretty straightforward, but below are a few tips and tricks to help get started.
1. It's Super Easy to Get Started With A Free Trial
When embarking on any exploration that results in a significant tech change in business, we always recommend you try before you buy so users can familiarize themselves with the platforms and their features. This allows you to experience first hand how HighLevel can benefit your business before making a commitment.
To start a free trial, simply visit the HighLevel website and click on the “Start Your Free Trial” button. You will be prompted to create an account by providing your name, email address, and password. Once your account is created, you will have access to all of HighLevel‘s features for 30 days. During this trial period, we suggest taking advantage of the various resources available to help you get started. These include tutorial videos, webinars, and live demos from HighLevel experts.
2. Setting Up Your Account - The Techie Bit
Once registered, you’ll have access to a comprehensive dashboard that guides you through the initial setup process. It’s essential to personalise your account settings, integrate your existing business tools and import any relevant data to get the most out of the platform. HighLevel will provide a series of intuitive prompts to help you configure key aspects of your account.
Connecting these systems will create a unified environment where data flows effortlessly between applications. This means that on the more techie side – you will need to link your email accounts, set up SMS messaging (if wanted), configure your domains and create your automations. Although once done, managing everything else just requires getting use to the platform, this initial setup can be tricky for non-techies. If setting up integrations isn’t your favourite work, do reach out for support!
The next biggest first hurdle is navigating the platform itself, which we’ll tackle next!
3. Don’t Get Lost - How To Navigate The HighLevel Interface!
HighLevel has a fairly user-friendly interface that provides easy access to all its features. What can make it challenge is the sheer size of its capabilities and that there can be more than one way to reach a certain point. If you are techie or are use to working with big complex systems, you’ll find it a breeze but if not, one important thing to remember is that this platform was originally developed for marketing agencies, which means there are two layers/levels to the platform, and within each layer/level are two viewpoints that are the “dashboard” and “settings” views.
The Agency View
The first layer is the “agency” level which is a summary of your HighLevel account. This comprises of an “agency dashboard” with “agency settings”. Think of the agency dashboard as the overview to your entire HighLevel account. If you’re not a marketing agency offering this platform to clients, this part can be confusing, but it can be helpful to pretend you are one just to get your head around how things are laid out. It’s from this agency account with it’s dashboard, where you will be able to gain access to your various “sub-accounts” (which is actually where your unique business assets and tools are kept… more on that later…)
Although the interface is constantly under development and change, here’s a breakdown of the menu items in the HighLevel Agency Dashboard as of May 2024:
- Dashboard: The main control panel where you can access an overview of their operations and performance metrics.
- Prospecting: Tools and features designed to aid in identifying and engaging potential clients or leads.
- Sub-Accounts: Manage and organize accounts for different projects within your main account.
- Account Snapshots: Provides a quick view or summary of key account metrics and status updates.
- Reselling: Features and options related to reselling products or services, possibly including white-labelled solutions.
- Marketplace: Access to a platform where agencies can buy or sell services, tools, or integrations.
- Affiliate Portal: A section dedicated to managing and tracking affiliate marketing programs.
- Template Library: A repository of pre-designed templates that can be used for various marketing activities and campaigns.
- Partners: Manage and view information related to business partnerships.
- University: Educational resources, courses, or training materials provided by HighLevel to help maximize the use of the platform.
- SaaS Education: Specific learning resources focused on Software as a Service (SaaS) business models and strategies.
- Ideas: A space for submitting and discussing new ideas for platform improvements or features.
- Mobile App: Direct access or management options for the mobile version of the HighLevel platform.
- App Marketplace: A marketplace for additional applications that can be integrated with the HighLevel platform.
- Extended Dash: Likely refers to more detailed or comprehensive dashboard features or views that extend beyond the standard offerings.
From your “Agency Settings”, you’ll be able to setup more global parameters such as team members who might be able to access and manage various things in your account and permissions can be set so access is limited and tailor-made.
Here’s a breakdown of the menu items under “Settings” in the HighLevel Agency Dashboard:
- My Profile: Manage personal user profile details, including login credentials and contact information.
- Company Billing: Access and manage billing information related to the company, including invoices and payment methods.
- My Staff: Manage staff accounts, roles, and permissions within the agency.
- Opportunities & Pipelines: Set up and manage sales pipelines and track opportunities throughout different sales stages.
- Calendars: Organize and view all agency-related calendars, schedule meetings, and manage event bookings.
- Conversation AI: Configure settings for AI-driven conversation tools, enhancing customer interaction capabilities.
- Email Services: Manage and configure email service settings to optimize email communications and marketing.
- Phone Numbers: Manage phone numbers used for calls and SMS services within the platform.
- WhatsApp: Set up and manage WhatsApp integration (beta feature), enabling messaging through this popular service.
- Reputation Management: Monitor and manage online reputation, including reviews and feedback across various platforms.
- Custom Fields: Create and manage custom data fields to tailor the platform to specific data collection needs.
- Custom Values: Set and manage custom values that can be used throughout the platform for various customization and automation tasks.
- Manage Scoring: Configure and manage scoring systems for leads and opportunities to prioritize and track effectively.
- Domains: Manage domain names including settings for domain redirection and integration.
- Media: Manage media files such as images and videos used within the platform for marketing and other purposes.
- URL Redirects: Set up and manage URL redirection rules to control traffic and enhance link management.
- Integrations: Manage integrations with other software tools and services to enhance platform capabilities.
- Conversation Providers: Configure and manage third-party services used for managing conversations and communications.
- Tags: Manage tags used to categorize and filter data, including contacts, content, and campaigns.
- Labs: Explore new features and experimental settings in a testing environment before full release.
- Audit Logs: Access logs detailing user activities and changes within the platform for security and monitoring purposes.
- Companies: Manage multiple company profiles or client accounts within the agency’s main HighLevel account.
The Sub-Account (Business level) View
Now, you might think that with your subscription into HighLevel, you can organise things for “one” business. But you would be crazily wrong! With the first HighLevel subscription you automatically benefit from three sub-accounts.
What are sub-accounts, I hear you ask? Well, pretend that you are a marketing agency with three different clients – sub-accounts allow you to manage the marketing for these “three separate business” where they each have their own account, aka a “sub-account”, under the umbrella of your agency account. This is pretty awesome because you can think of each sub-account as a dedicated HighLevel space for a separate, individual business!
If you run three different businesses or ventures, or have a parent company with perhaps some spin off child brands, you could manage the marketing for THREE through a single “agency” account (and more if you pay into a higher tiered plan). Digging deeper, for each “sub-account”, you’ll have a “Sub-Account Dashboard” where you can access the different functionalities provided by HighLevel aka where you can track conversations, create a pipeline, create your website or funnel, create and schedule social media posts, create emails and email automations, track your reputation management etc. This is where you’ll also find a setup wizard to help you connect your other platforms to HighLevel.
Here’s a summary of the main menu items typically found in the HighLevel Sub-Account (Business level) Dashboard:
- Launchpad: A starting point or home base where users can access all primary features and receive an overview of recent activity and performance.
- Dashboard: Provides a comprehensive view of various metrics and KPIs, helping track the agency’s overall performance.
- Conversations: Manage and monitor all communications with clients, including emails, SMS, and other messaging platforms.
- Calendars: View and manage all scheduled appointments and events.
- Contacts: Organize and manage contact information for clients and leads.
- Opportunities: Track potential sales opportunities and manage them through different stages of the sales funnel.
- Payments: Handle billing, invoices, and payment processing.
- Marketing: Access tools for creating and managing marketing campaigns across different channels.
- Automation: Set up and manage automated workflows to streamline repetitive tasks and processes.
- Sites: Manage websites, landing pages, and other web-based assets.
- Memberships: Manage subscriptions and membership-based services.
- Reputation: Monitor and manage your online reputation, including reviews and feedback.
- Reporting: Access reports and analytics to measure the effectiveness of various campaigns and strategies.
- App Marketplace: Explore and integrate additional apps that extend the functionality of the HighLevel platform.
- Mobile App: Access the mobile version of the platform for managing operations on the go.
You’ll also have a “Sub-Account Settings” tab for that particular business (sub-account). This is where you might store or set up parameters or assets for that business, for example, email integrations, your team for within that business, your media library where you can store all your business graphics and images and then use them in your emails or web pages as needed etc.
Here’s a summary of the most important main menu items typically found in Sub-Account Settings:
- Business Info: Manage basic information including business name, address, and contact details.
- My Staff: Add, manage, and configure user accounts for team members, including setting roles and permissions.
- Calendars: Set up and manage calendar preferences, sync with external calendar apps, and configure appointment scheduling settings.
- Email Services: Set up and manage SMTP settings for email delivery, including integrating with Mailgun and other email service providers
- Phone Numbers: Manage phone numbers for SMS and call tracking, including purchasing new numbers and configuring call settings.
- Reputation Management: Configure settings for monitoring and responding to online reviews and managing your reputation.
- Custom Fields: Create and manage custom fields for contacts, opportunities, and other records to capture specific data points relevant to your business.
- Domains: Add and configure custom domains for your funnels, websites, and membership sites.
- Media: Centralized hub for managing all your media assets, making it easy to organize, upload, and access various types of content needed for your marketing and communication efforts.
4. Initial Campaigns and Automations
Once your setup is complete and you’ve got a feel for where everything is, it’s time to launch your first campaigns and automations. Start by defining your goals and identifying key performance indicators (KPIs). HighLevel‘s analytics tools (though basic) will provide real-time comprehensive insights into your campaigns’ performance, allowing you to make data-driven decisions. To maximise the benefits of HighLevel, consider the following best practices:
- Automate your follow-ups: Use multi-channel campaigns to engage leads consistently.
- Customise your workflows: Tailor your automation and messaging to fit your business objectives.
- Leverage analytics: Use the platform’s analytics tools to measure performance and optimise your strategies.
5. Training and Support
To ensure you and your team are fully equipped to utilise the platform, HighLevel offers a range of training resources, including tutorials, webinars, and a robust knowledge base. Additionally, their customer support team is available to assist with any questions or challenges you may encounter. Investing time in these resources will pave the way for a smoother and more productive experience with HighLevel. We thoroughly recommend their 1-2-1 onboarding call where a team expert will guide you through the platform, and of course if you want your own dedicated guide, do reach out to us.
Final Thoughts
HighLevel is a transformative platform that can consolidate your marketing tools, streamlines workflows, and enhances customer engagement. Its robust features, customisation options, and comprehensive support make it an indispensable asset for businesses of all sizes, helping businesses to increase productivity, save time and resources, and ultimately drive growth. It’s super cost effective with the scope to grow and scale without the unpredictable or heavy financial payload. The only proviso is that it can be a beast to first get your head around especially if you are not too techie. It can do so much! For techies, it’s pretty intuitive with a clean interface, but with it’s ever growing functionality and integration stack, non-techies might still get overwhelmed and lost in its agency setup structure. Getting the support you need to supplement your skillset and time is crucial, because it would be a big shame to write this platform off without really giving it a good go.
Fancy taking the plunge? Test it out for yourself! Just click here to check out their webpage. And as ever, if you need a little help, just reach out – we’d love to help.
