GoHighLevel Onboarding Checklist: Capture, Nurture & Close Leads!

So, you have actually found out about GoHighLevel and currently you’re wondering if it’s the best move for your organization. Possibly somebody hyped it up. Maybe you saw the buzz online regarding it being an “all-in-one” marketing service. Either way, you’re right here, seeking a real-deal malfunction. No fluff, no sugarcoating. GoHighLevel Onboarding Checklist..

Well, you remain in the appropriate area.

Since after using GoHighLevel for a couple of years, I have actually seen it all– the highs, the frustrations, and the concealed treasures. Let me walk you with what it’s actually like to utilize this beast of a platform, so you can determine if it’s a wise suitable for you.

GoHighLevel: A Giant

Let’s not hem and haw it– GoHighLevel is insanely powerful. It resembles giving your service a Swiss Army knife. You get CRM tools, marketing automation, funnels, appointment organizing, email and SMS campaigns, social media DMs, membership areas, websites, pipelines … the list takes place.

Yet right here’s the thing no person tells you ahead of time: it requires time to find out. You will not simply subscribe and instantly feel like a marketing wizard. There’s a curve. But if you want to climb it? The reward is big.

What You’ll Love

You Can Lastly Ditch All the Various Other Tools

Ever before seem like your service is duct-taped together with 10 various apps? One for e-mails, another for funnels, another thing for text, and do not forget your reservation software. Oh, and your CRM.

Yeah … tiring.

GoHighLevel adjustments that. It changes practically whatever– other than your settlement gateway. (We’ll chat extra concerning that later on.) You won’t need to handle tabs or hope Zapier does not glitch out. Every little thing remains in one place. Which alone? Well worth the rate of admission.

Seriously, I used to lose hours babysitting integrations. Currently, I don’t also think about it.

It Keeps Getting Better. Like, On a daily basis

A lot of systems turn out updates a few times a year. Possibly when a quarter if you’re lucky.

GoHighLevel? They’re on terminal velocity.

I’ve seen new features decrease in the very same week– also on the same day– several times. Someday it’s a brand-new integration with Square, the next it’s upgraded video uploads, after that unexpectedly there’s a brand-new social coverage device. It’s wild.

The development team is continuously listening to customers (yes, you) and actually carrying out demands. You want something added? There’s a likelihood it’ll turn up on the roadmap and really get constructed. That type of responsiveness is unusual.

Interact With Your Audience Every Method Possible

This component? Huge.

You’re not just stuck to e-mail and SMS anymore. GoHighLevel lets you speak to your individuals across platforms– call, voicemail declines, Facebook DMs, Instagram, TikTok, WhatsApp, web site chat … the whole shebang.

And the most effective part? All those messages funnel right into one simple conversation tab. One inbox. Say goodbye to hunting down a roaming Instagram message or failing to remember to respond to a text. It’s in place. Clean. Simple. Manageable.

SaaS Mode, The Huge Leagues

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

SaaS mode lets you rebrand the platform as your own software application and market it. Seriously. You set your own pricing, put your own logo on it, and boom– you’ve got a whole new profits stream.

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

If you’re already offering customers or you’ve got an audience, this might unlock a totally new revenue layer for you.

Automation That Maximizes Your Life

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

GoHighLevel’s automation workflows address that.

You can build multi-step, multi-channel workflows that cause based upon activities– send out a follow-up SMS after a person publications, support leads via e-mail series, auto-tag get in touches with in your CRM, routine visits, you call it.

It’s powerful– virtually intimidatingly so at first. Once you set it up? Life-changing. You’ll wonder just how you ever before took care of without it.

It’s Not Just for Agencies; GoHighLevel Onboarding Checklist

Back in the very early days, GoHighLevel was plainly made with digital marketing firms in mind. And yeah, it’s still awesome for companies. Today? It’s means extra available.

If you run a regional business– claim a dental expert, a physical fitness studio, a property company– this platform can be your friend. You don’t require a marketing level to make it benefit you.

Also much better, GoHighLevel offers “snapshots”– essentially prebuilt templates with funnels, automations, e-mails, and more tailored for certain industries. Lots one up and you’re halfway done already.

And at $97/month for the starter plan? It’s a heck of a deal contrasted to piecing whatever together with various other tools that nickel and dollar you into a $500 technology pile.

Now for the Not-So-Great Parts

Alright, let’s be actual for a sec. GoHighLevel isn’t remarkable. It’s loaded with power, yet there are a few peculiarities you ought to know prior to diving in.

Some Features Expense Additional

GoHighLevel bills added for certain points– generally email, phone, SMS, and AI solutions. Not a lots of cash, however it’s something to factor into your spending plan.

What bugs me is that the pricing page doesn’t actually spell this out plainly. You have to dig via the aid facility to figure it out. Directly? I think they must be more in advance concerning that.

Still, using Twilio or Mailgun with GoHighLevel is typically less costly than going all-in on standalone systems. So in the grand system, you’re still most likely conserving money.

The Customer Support? It’s a Mixed Bag

Here’s where things obtain a little rough.

On one hand, GoHighLevel uses Zoom support calls– which is amazing and honestly above and past what most platforms give you.

However on the other hand? Their online chat and SMS support can be frustratingly slow or unhelpful. I’ve needed to chase after assistance representatives for follow-ups more than as soon as. And I have actually obtained sms message with flat-out wrong details (like telling me my free trial was ending … when it had not been).

So yeah– for essential stuff, book a Zoom. Don’t rely upon chat GoHighLevel Onboarding Checklist.

The Training Products? Pretty Outdated

This is just one of my largest gripes.

Due to the fact that GoHighLevel updates frequently, their assistance docs and video tutorials usually get left in the dust. You’ll be trying to comply with a tutorial, only to understand the screenshots and instructions are from, like, 2021.

If you’re all new and counting on those sources, it can be frustrating. That stated, the community is active, 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 couple of things.

Stripe or Bust

Below’s an odd restriction: to utilize SaaS mode and a few of the rebilling features, you need to utilize Stripe.

Currently, Stripe is terrific if you remain in the U.S. or various other supported nations. Yet if you’re not? This could be an issue. There are various other repayment integrations like PayPal and now Square, however they do not cover whatever (yet).

With any luck, that’ll change quickly. Square integration is still brand-new, and there’s broach expanding its performance. Fingers crossed.

It Can Be Overwhelming, Especially for Newbies

Let me state 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 genuine. You’re not mosting likely to grasp everything in a day.

Honestly, don’t also attempt. Start with the fundamentals– possibly consultation scheduling or funnel production– and construct from there. Attempting to discover every little thing at the same time is a dish for exhaustion.

Also, the user interface isn’t incredibly intuitive. Some setups remain in your Agency view, others in your Sub-Accounts. Anticipate to feel a little lost in the beginning. Totally regular.

But once it clicks? You’ll feel like a magician.

Verdict

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

If you desire something dead-simple, like Mailchimp or Calendly, this possibly isn’t the platform for you. There’s excessive power under the hood for it to be “very easy” out of package.

Yet if you’re developing a serious business and you desire one device to run the entire point– marketing, CRM, sales, automations, assistance– then indeed, GoHighLevel is 100% worth an appearance.

I don’t regret switching. Not also a little. And when you get the hang of it? You’ll possibly wonder just how you ever lived without it.

So go ahead, take the leap. Simply give yourself time to find out the ropes.

You’ll thank on your own later on.

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