So, you’ve read about GoHighLevel and currently you’re asking yourself if it’s the right move for your service. Maybe someone hyped it up. Possibly you saw the buzz online concerning it being an “all-in-one” marketing remedy. In either case, you’re below, trying to find a real-deal break down. No fluff, no sugarcoating. GoHighLevel For Financial Advisors..
Well, you remain in the right location.
Since after utilizing GoHighLevel for a few years, I have actually seen it all– the highs, the frustrations, and the covert treasures. Let me stroll you through what it’s actually like to use this beast of a system, so you can determine if it’s a clever suitable for you.
GoHighLevel: A Powerhouse
Let’s not hem and haw it– GoHighLevel is hugely effective. It resembles providing your organization a Pocket knife. You obtain CRM tools, marketing automation, funnels, appointment scheduling, email and SMS campaigns, social media sites DMs, subscription locations, websites, pipelines … the checklist takes place.
But here’s things no person tells you in advance: it takes some time to find out. You won’t just join and immediately seem like a marketing wizard. There’s a curve. However if you agree to climb it? The benefit is big.
What You’ll Love
You Can Ultimately Ditch All the Other Tools
Ever before feel like your business is duct-taped together with 10 different apps? One for emails, another for funnels, something else for SMS, and don’t forget your booking software program. Oh, and your CRM.
Yeah … laborious.
GoHighLevel modifications that. It changes virtually whatever– other than your payment entrance. (We’ll chat more concerning that later.) You won’t have to manage tabs or hope Zapier does not problem out. Whatever’s in one location. Which alone? Well worth the cost of admission.
Seriously, I made use of to squander hours babysitting integrations. Currently, I do not also consider it.
It Maintains Getting Better. Like, Every Day
Most platforms turn out updates a couple of times a year. Possibly when a quarter if you’re fortunate.
GoHighLevel? They get on lightning speed.
I’ve seen new features drop in the exact same week– also on the same day– several times. One day it’s a brand-new integration with Square, the following it’s updated video uploads, then all of a sudden there’s a new social coverage device. It’s wild.
The advancement team is frequently paying attention to customers (yes, you) and in fact applying requests. You desire something included? There’s a great chance it’ll show up on the roadmap and in fact get built. That type of responsiveness is uncommon.
Connect With Your Target Market Every Way Possible
This component? Large.
You’re not just stuck to email and SMS any longer. GoHighLevel allows you speak to your people throughout platforms– phone calls, voicemail declines, Facebook DMs, Instagram, TikTok, WhatsApp, website conversation … ball of wax.
And the best part? All those messages funnel right into one basic conversation tab. One inbox. Say goodbye to hunting down a stray Instagram message or neglecting to respond to a message. It’s all there. Tidy. Simple. Manageable.
SaaS Mode, The Big Leagues
This set’s a game-changer if you have actually got business blood in your veins.
SaaS mode allows you rebrand the platform as your very own software program and resell it. Seriously. You set your very own pricing, slap your very own logo on it, and boom– you have actually got a whole brand-new revenue stream.
It’s not quite “set it and forget it”, yet it’s definitely near-passive income. And unlike providing solutions, where you’re restricted by time and ability, offering a white-labeled system scales. Quick.
If you’re currently serving customers or you have actually got a target market, this could unlock a totally new revenue layer for you.
Automation That Maximizes 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 get to the fun things.
GoHighLevel’s automation workflows resolve that.
You can build multi-step, multi-channel workflows that trigger based upon actions– send out a follow-up SMS after somebody publications, support leads with e-mail sequences, auto-tag calls in your CRM, schedule visits, you call it.
It’s effective– nearly intimidatingly so initially. But once you set it up? Life-changing. You’ll question exactly how you ever handled without it.
It’s Not Just for Agencies; GoHighLevel For Financial Advisors
Back in the very early days, GoHighLevel was clearly developed with digital marketing companies in mind. And yeah, it’s still killer for firms. Today? It’s way more accessible.
If you run a local organization– claim a dental expert, a health and fitness studio, a real estate firm– this system can be your buddy. You do not need a marketing degree to make it work for you.
Also much better, GoHighLevel uses “snapshots”– basically prebuilt templates with funnels, automations, emails, and more tailored for specific sectors. Lots one up and you’re midway done already.
And at $97/month for the starter plan? It’s a heck of a deal contrasted to assembling everything along with various other devices that nickel and penny you right into a $500 technology pile.
Currently for the Not-So-Great Components
Alright, let’s be real for a sec. GoHighLevel isn’t perfect. It’s loaded with power, yet there are a few quirks you must understand prior to diving in.
Some Features Price Additional
GoHighLevel bills extra for certain points– primarily email, phone, SMS, and AI services. Not a lots of cash, but it’s something to aspect into your budget plan.
What bugs me is that the pricing page does not actually spell this out clearly. You have to dig via the assistance facility to figure it out. Personally? I believe they must be much more ahead of time regarding that.
Still, using Twilio or Mailgun with GoHighLevel is usually cheaper than going all-in on standalone platforms. So in the grand plan, you’re still most likely conserving money.
The Customer Assistance? It’s a Mixed Bag
Here’s where points obtain a little rocky.
On one hand, GoHighLevel provides Zoom support calls– which is remarkable and truthfully above and beyond what most systems offer you.
But on the other hand? Their live conversation and SMS assistance can be frustratingly sluggish or unhelpful. I have actually needed to go after assistance representatives for follow-ups more than once. And I’ve gotten text messages with flat-out wrong info (like telling me my free trial was ending … when it had not been).
So yeah– for important stuff, book a Zoom. Don’t rely on chat GoHighLevel For Financial Advisors.
The Training Materials? Pretty Outdated
This is just one of my biggest gripes.
Because GoHighLevel updates constantly, their assistance docs and video tutorials frequently obtain left in the dust. You’ll be attempting to adhere to a tutorial, just to understand the screenshots and directions are from, like, 2021.
If you’re all new and relying on those resources, it can be irritating. That stated, the community is energetic, and there are tons 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
Below’s a strange constraint: to utilize SaaS mode and a few of the rebilling features, you need to utilize Stripe.
Now, Stripe is great if you remain in the united state or other supported nations. But if you’re not? This could be a trouble. There are various other payment integrations like PayPal and now Square, yet they do not cover whatever (yet).
Hopefully, that’ll alter quickly. Square integration is still brand-new, and there’s broach expanding its capability. Fingers crossed.
It Can Be Overwhelming, Specifically for Newbies
Let me claim this loud and clear: GoHighLevel is not “plug and play”.
If you’re brand-new to sales funnels, automations, or CRMs, the learning curve is actual. You’re not going to master every little thing in a day.
Truthfully, do not even try. Beginning with the fundamentals– possibly consultation organizing or funnel development– and build from there. Trying to learn every little thing simultaneously is a recipe for exhaustion.
Also, the user interface isn’t incredibly user-friendly. Some settings remain in your Agency view, others in your Sub-Accounts. Anticipate to feel a little lost initially. Totally normal.
But once it clicks? You’ll seem like an illusionist.
Conclusion
Below’s the bargain: GoHighLevel isn’t for every person.
If you want something dead-simple, like Mailchimp or Calendly, this possibly isn’t the platform for you. There’s too much power under the hood for it to be “very easy” out of package.
Yet if you’re building a major business and you desire one tool to run the entire thing– marketing, CRM, sales, automations, assistance– after that of course, GoHighLevel is 100% worth an appearance.
I do not be sorry for switching. Not also a little. And as soon as you master it? You’ll probably question just how you ever lived without it.
So proceed, take the leap. Just provide yourself time to learn the ropes.
You’ll thank yourself later.