GoHighLevel Accounting Firm Playbook: All-in-One Platform!

So, you’ve found out about GoHighLevel and currently you’re questioning if it’s the appropriate move for your business. Maybe a person hyped it up. Possibly you saw the buzz online about it being an “all-in-one” marketing service. Regardless, you’re right here, trying to find a real-deal breakdown. No fluff, no sugarcoating. GoHighLevel Accounting Firm Playbook..

Well, you remain in the appropriate place.

Because after using GoHighLevel for a couple of years, I’ve seen it all– the highs, the headaches, and the hidden treasures. Let me walk you via what it’s really like to use this monster of a platform, so you can choose if it’s a smart suitable for you.

GoHighLevel: A Giant

Let’s not dance around it– GoHighLevel is remarkably powerful. It resembles providing your organization a Pocket knife. You obtain CRM tools, marketing automation, funnels, consultation scheduling, email and SMS campaigns, social media DMs, membership locations, web sites, pipelines … the listing takes place.

Yet here’s things no person informs you ahead of time: it takes some time to find out. You won’t simply join and quickly seem like a marketing wizard. There’s a curve. However if you want to climb it? The reward is big.

What You’ll Love

You Can Lastly Ditch All the Other Devices

Ever before feel like your organization is duct-taped together with 10 different apps? One for e-mails, an additional for funnels, another thing for SMS, and don’t neglect your booking software program. Oh, and your CRM.

Yeah … tiring.

GoHighLevel modifications that. It replaces virtually every little thing– except your repayment portal. (We’ll chat much more concerning that later.) You won’t have to juggle tabs or hope Zapier does not glitch out. Every little thing remains in one area. And that alone? Well worth the rate of admission.

Seriously, I utilized to waste hours babysitting integrations. Now, I do not also think about it.

It Maintains Improving. Like, Daily

A lot of systems roll out updates a few times a year. Possibly as soon as a quarter if you’re fortunate.

GoHighLevel? They’re on terminal velocity.

I’ve seen new features drop in the very same week– even on the exact same day– several times. Someday it’s a brand-new integration with Square, the following it’s updated video uploads, then all of a sudden there’s a brand-new social coverage tool. It’s wild.

The growth group is continuously paying attention to users (yes, you) and actually carrying out demands. You desire something added? There’s a likelihood it’ll show up on the roadmap and actually get built. That sort of responsiveness is uncommon.

Connect With Your Audience Every Way Feasible

This component? Large.

You’re not just stuck with e-mail and SMS any longer. GoHighLevel lets you speak to your individuals across platforms– call, voicemail drops, Facebook DMs, Instagram, TikTok, WhatsApp, web site chat … ball of wax.

And the best component? All those messages funnel into one basic discussion tab. One inbox. Say goodbye to searching down a roaming Instagram message or forgetting to reply to a text. It’s in place. Tidy. Simple. Workable.

SaaS Mode, The Big Leagues

This one’s a game-changer if you’ve obtained business blood in your veins.

SaaS mode allows you rebrand the platform as your own software and resell it. Seriously. You establish your very own pricing, slap your very own logo design on it, and boom– you’ve obtained a whole brand-new earnings stream.

It’s not quite “set it and forget it”, however it’s absolutely near-passive income. And unlike providing services, where you’re restricted by time and capability, offering a white-labeled system ranges. Quick.

If you’re already offering clients or you’ve got a target market, this could unlock an entirely new income layer for you.

Automation That Liberates Your Life

Ever before get stuck doing the very same dull tasks over and over? Client onboarding, follow-ups, rescheduling … it consumes your day prior to you also reach the fun stuff.

GoHighLevel’s automation workflows address that.

You can build multi-step, multi-channel workflows that cause based on actions– send out a follow-up SMS after a person books, support leads through e-mail sequences, auto-tag calls in your CRM, timetable appointments, you call it.

It’s effective– virtually intimidatingly so at first. But once you establish it up? Life-changing. You’ll wonder just how you ever handled without it.

It’s Not Just for Agencies; GoHighLevel Accounting Firm Playbook

Back in the early days, GoHighLevel was plainly created with digital marketing agencies in mind. And yeah, it’s still killer for companies. And now? It’s way more available.

If you run a regional organization– claim a dental expert, a fitness workshop, a property company– this system can be your best friend. You don’t require a marketing degree to make it work for you.

Also better, GoHighLevel offers “snapshots”– primarily prebuilt templates with funnels, automations, e-mails, and more customized for particular sectors. Lots one up and you’re midway done currently.

And at $97/month for the starter plan? It’s a hell of an offer contrasted to assembling everything together with various other tools that nickel and cent you right into a $500 tech stack.

Now for the Not-So-Great Components

Alright, let’s be real for a sec. GoHighLevel isn’t perfect. It’s packed with power, but there are a few traits you need to recognize prior to diving in.

Some Features Cost Additional

GoHighLevel bills additional for certain points– mostly email, phone, SMS, and AI solutions. Not a ton of cash, but it’s something to variable into your budget.

What insects me is that the pricing page does not truly mean this out plainly. You need to dig through the help center to figure it out. Personally? I believe they ought to be a lot more ahead of time concerning that.

Still, using Twilio or Mailgun with GoHighLevel is generally less expensive than going all-in on standalone platforms. So in the grand scheme, you’re still probably conserving cash.

The Consumer Support? It’s a Mixed Bag

Here’s where things obtain a little rocky.

On one hand, GoHighLevel offers Zoom assistance calls– which is outstanding and truthfully above and beyond what the majority of platforms give you.

Yet on the other hand? Their live conversation and SMS assistance can be frustratingly sluggish or unhelpful. I’ve needed to go after assistance reps for follow-ups greater than once. And I’ve received text messages with flat-out incorrect information (like informing me my free trial was ending … when it had not been).

So yeah– for essential things, book a Zoom. Don’t depend on chat GoHighLevel Accounting Firm Playbook.

The Training Materials? Pretty Outdated

This is one of my greatest complaints.

Because GoHighLevel updates regularly, their assistance docs and video tutorials often get left in the dust. You’ll be attempting to comply with a tutorial, only to realize the screenshots and guidelines are from, like, 2021.

If you’re brand-new and depending on those sources, it can be discouraging. That claimed, the community is active, and there are tons of upgraded walkthroughs drifting around on YouTube and Facebook groups. You’ll figure it out– simply be ready to Google a few things.

Stripe or Bust

Right here’s a strange restriction: to use SaaS mode and some of the rebilling features, you need to use Stripe.

Currently, Stripe is terrific if you remain in the united state or various other supported countries. But if you’re not? This could be a trouble. There are various other repayment integrations like PayPal and currently Square, yet they do not cover whatever (yet).

With any luck, that’ll transform quickly. Square integration is still new, and there’s talk of broadening its functionality. Fingers crossed.

It Can Be Frustrating, Particularly for Newbies

Let me state this loud and clear: GoHighLevel is not “plug and play”.

If you’re new to sales funnels, automations, or CRMs, the learning contour is actual. You’re not going to grasp whatever in a day.

Honestly, do not also try. Beginning with the basics– possibly appointment scheduling or funnel development– and construct from there. Trying to learn every little thing at the same time is a dish for fatigue.

Additionally, the user interface isn’t very user-friendly. Some settings remain in your Agency view, others in your Sub-Accounts. Anticipate to really feel a little lost initially. Absolutely normal.

But once it clicks? You’ll seem like an illusionist.

Final thought

Right here’s the offer: GoHighLevel isn’t for everyone.

If you want something dead-simple, like Mailchimp or Calendly, this possibly isn’t the system for you. There’s way too much power under the hood for it to be “simple” out of package.

However if you’re constructing a severe organization and you desire one device to run the entire point– marketing, CRM, sales, automations, support– after that indeed, GoHighLevel is 100% worth an appearance.

I do not regret switching. Not also a little. And when you master it? You’ll probably wonder just how you ever lived without it.

So go ahead, take the leap. Just provide yourself time to find out the ropes.

You’ll thank on your own later.

error: Content is protected !!
Scroll to Top