GoHighLevel Bookkeeper Playbook: All The Details!

So, you’ve found out about GoHighLevel and currently you’re asking yourself if it’s the appropriate move for your company. Maybe a person hyped it up. Maybe you saw the buzz online regarding it being an “all-in-one” marketing option. In either case, you’re below, searching for a real-deal failure. No fluff, no sugarcoating. GoHighLevel Bookkeeper Playbook..

Well, you’re in the right place.

Since after using GoHighLevel for a couple of years, I have actually seen it all– the highs, the migraines, and the covert treasures. Let me stroll you through what it’s really like to utilize this beast of a platform, so you can determine if it’s a smart suitable for you.

GoHighLevel: A Giant

Let’s not dance around it– GoHighLevel is remarkably powerful. It resembles giving your service a Swiss Army knife. You obtain CRM devices, marketing automation, funnels, visit organizing, e-mail and SMS campaigns, social media sites DMs, subscription locations, websites, pipelines … the list goes on.

Yet right here’s the important things no one tells you ahead of time: it takes some time to learn. You won’t just join and immediately seem like a marketing wizard. There’s a contour. However if you’re willing to climb it? The payoff allows.

What You’ll Love

You Can Ultimately Ditch All the Various Other Devices

Ever before feel like your service is duct-taped together with 10 different applications? One for emails, one more for funnels, another thing for text, and don’t forget your reservation software application. Oh, and your CRM.

Yeah … exhausting.

GoHighLevel modifications that. It changes pretty much whatever– other than your payment entrance. (We’ll chat extra concerning that later.) You won’t have to juggle tabs or hope Zapier does not glitch out. Everything’s in one place. And that alone? Well worth the cost of admission.

Seriously, I made use of to waste hours babysitting integrations. Currently, I do not even think of it.

It Maintains Improving. Like, Every Day

The majority of platforms 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 brand-new features decrease in the exact same week– also on the same day– several times. Eventually it’s a brand-new integration with Square, the next it’s upgraded video uploads, then all of a sudden there’s a brand-new social reporting device. It’s wild.

The advancement team is frequently paying attention to users (yes, you) and in fact carrying out demands. You want something added? There’s a good chance it’ll appear on the roadmap and actually obtain developed. That sort of responsiveness is uncommon.

Interact With Your Audience Every Way Feasible

This part? Substantial.

You’re not just stuck to email and SMS anymore. GoHighLevel lets you speak to your individuals throughout platforms– call, voicemail declines, Facebook DMs, Instagram, TikTok, WhatsApp, site conversation … ball of wax.

And the most effective component? All those messages funnel right into one easy discussion tab. One inbox. No more hunting down a stray Instagram message or neglecting to reply to a message. It’s all there. Clean. Simple. Manageable.

SaaS Mode, The Huge Leagues

This set’s a game-changer if you have actually got business blood in your blood vessels.

SaaS mode lets you rebrand the system as your very own software program and resell it. Seriously. You establish your own pricing, slap your very own logo on it, and boom– you have actually got an entire new profits stream.

It’s not quite “establish it and forget it”, however it’s definitely near-passive income. And unlike offering services, where you’re restricted by time and ability, offering a white-labeled platform scales. Quick.

If you’re currently offering clients or you have actually got a target market, this might open a totally brand-new earnings layer for you.

Automation That Liberates Your Life

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

GoHighLevel’s automation workflows solve that.

You can construct multi-step, multi-channel workflows that cause based upon activities– send out a follow-up SMS after somebody publications, nurture leads through email sequences, auto-tag contacts in your CRM, routine visits, you call it.

It’s effective– almost intimidatingly so at first. But once you set it up? Life-altering. You’ll wonder just how you ever before took care of without it.

It’s Not Just for Agencies; GoHighLevel Bookkeeper Playbook

Back in the early days, GoHighLevel was clearly developed with digital marketing companies in mind. And yeah, it’s still killer for firms. And now? It’s method much more available.

If you run a local service– say a dentist, a physical fitness workshop, a realty company– this platform can be your friend. You do not need a marketing level to make it help you.

Also better, GoHighLevel uses “snapshots”– essentially prebuilt templates with funnels, automations, e-mails, and more customized for specific markets. Load one up and you’re midway done currently.

And at $97/month for the starter plan? It’s a hell of a deal contrasted to assembling everything together with various other devices that nickel and penny 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 flawless. It’s packed with power, but there are a couple of quirks you must understand before diving in.

Some Features Cost Extra

GoHighLevel charges extra for sure things– mostly email, phone, SMS, and AI services. Not a lots of cash, but it’s something to variable right into your spending plan.

What insects me is that the pricing page doesn’t truly spell this out clearly. You have to dig with the help facility to figure it out. Personally? I assume they must be much more upfront regarding that.

Still, utilizing Twilio or Mailgun with GoHighLevel is generally cheaper than going all-in on standalone systems. So in the grand system, you’re still probably saving cash.

The Client Assistance? It’s a Mixed Bag

Here’s where things get a little rocky.

On one hand, GoHighLevel supplies Zoom support calls– which is incredible and honestly above and beyond what many platforms provide you.

However on the other hand? Their real-time conversation and SMS support can be frustratingly slow or unhelpful. I’ve needed to chase after assistance associates for follow-ups more than as soon as. And I’ve received text with flat-out incorrect information (like informing me my free trial was finishing … when it had not been).

So yeah– for crucial stuff, publication a Zoom. Do not count on chat GoHighLevel Bookkeeper Playbook.

The Training Products? Pretty Outdated

This is one of my biggest gripes.

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

If you’re all new and depending on those resources, it can be frustrating. That said, the community is energetic, and there are lots of updated walkthroughs drifting around on YouTube and Facebook teams. You’ll figure it out– just be ready to Google a few things.

Stripe or Bust

Right here’s an odd restriction: to make use of SaaS mode and several of the rebilling features, you have to make use of Stripe.

Now, Stripe is fantastic if you remain in the U.S. or other supported nations. However if you’re not? This could be an issue. There are various other payment integrations like PayPal and currently Square, but they do not cover every little thing (yet).

Hopefully, that’ll alter soon. Square integration is still brand-new, and there’s talk of increasing its capability. Fingers went across.

It Can Be Overwhelming, Especially for Newbies

Let me say 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 mosting likely to grasp everything in a day.

Truthfully, don’t even attempt. Start with the basics– possibly consultation organizing or funnel development– and develop from there. Attempting to discover everything simultaneously is a dish for fatigue.

Also, the interface isn’t extremely instinctive. Some settings remain in your Agency view, others in your Sub-Accounts. Anticipate to really feel a little lost in the beginning. Entirely typical.

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

Conclusion

Below’s the offer: GoHighLevel isn’t for every person.

If you desire something dead-simple, like Mailchimp or Calendly, this most likely isn’t the platform for you. There’s way too much power under the hood for it to be “very easy” out of the box.

But if you’re constructing a major service and you desire one device to run the whole point– marketing, CRM, sales, automations, assistance– after that of course, GoHighLevel is 100% worth an appearance.

I do not regret changing. Not also a little. And once you get the hang of it? You’ll possibly question just how you ever lived without it.

So go ahead, take the leap. Simply provide on your own time to find out the ropes.

You’ll thank on your own later on.

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