TLDR;
This video serves as a comprehensive beginner's guide to using GoHighLevel, a CRM and marketing software designed to streamline business operations. It covers key features, pricing plans, and practical tips for getting started. The video emphasizes hands-on experience as the most effective way to learn the platform, encouraging users to actively explore and build within the software.
- GoHighLevel is an all-in-one platform that can save businesses money by replacing multiple subscriptions.
- The most effective way to learn GoHighLevel is through hands-on experience and active exploration of the software.
- Automations are crucial for creating efficient business processes and enhancing customer journeys within GoHighLevel.
Intro [0:00]
The video introduces GoHighLevel as a CRM and marketing software designed to help users run their entire business from one platform. The creator shares their positive experiences using GoHighLevel for multiple businesses, emphasizing its ability to save money and streamline operations. Viewers are encouraged to watch the entire tutorial to gain a solid understanding of the software's capabilities. An exclusive 30-day trial and a free snapshot with pre-built templates are offered via a link in the description.
The Best Way To Learn GoHighLevel [1:09]
The most effective way to learn GoHighLevel is through hands-on experience. Watching videos can be helpful, but actively using the software, clicking around, and building things independently is essential for solidifying understanding. The creator shares their personal experience of gaining a strong grasp of GoHighLevel within a day by actively setting it up for their business.
How Much Does GoHighLevel Cost? [2:06]
GoHighLevel offers two main pricing plans: the Starter plan at $97 per month and the Unlimited plan at $297 per month. The Unlimited plan allows users to create unlimited sub-accounts and client accounts, provides API access, and includes a branded desktop app. The Starter plan is suitable for individual businesses, while the Unlimited plan is designed for agencies managing multiple client accounts. The video also highlights an exclusive 30-day extended trial and a free snapshot for viewers who use the provided link.
Inside The Dashboard [3:41]
The main dashboard provides an overview of pipeline value and client information. The Launchpad is recommended as a starting point for new users, guiding them through connecting various integrations such as Google Business Profile, social media accounts (Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest), a web chat widget, WhatsApp, and Stripe for payment processing. Users can also build websites with WordPress and manage team member permissions from the Launchpad.
Conversations [5:15]
The Conversations tab consolidates all client communications, including email, SMS, and messaging from various platforms, into one place. This feature simplifies tracking and managing client interactions, eliminating the need to check multiple separate channels. It serves as a central client conversations dashboard for all communication.
Calendars [5:44]
The Calendars section centralizes calendar management, allowing users to sync Google Calendar, Apple Calendar, and other calendar apps. Users can create new appointments, view upcoming and canceled appointments (such as sales calls or client meetings), and configure calendar settings. The platform supports different scheduling types, including round robin for distributing appointments among team members. The calendar feature integrates with other tools and platforms, potentially saving users money by replacing multiple subscriptions.
Contacts [8:10]
The Contacts section functions as a CRM, storing information for leads, warm leads, current clients, and past clients. GoHighLevel's smart lists categorize contacts intelligently, and users can view touchpoints, add tags, track automations, manage course enrollments, and set communication preferences for each contact. The section provides a comprehensive overview of client interactions and engagement.
Opportunities [9:42]
The Opportunities section provides a pipeline view, similar to tools like Notion or ClickUp, where users can track the status of leads and clients through different stages. Users can create custom pipelines tailored to their business needs, such as sales pipelines or current client pipelines. Leads can be added to the pipeline and moved from stage to stage, providing a visual overview of their progress. Automation can also be integrated to streamline the pipeline process.
Payments [11:14]
The Payments section enables users to take payments, send invoices and estimates, and manage documents and contracts directly within GoHighLevel. The platform supports contract templates, e-signatures, payment links, and subscription management. It also integrates with e-commerce functionalities, allowing users to add products, manage inventory, handle reviews, and create coupons.
Marketing [12:13]
The Marketing tab allows users to manage social media platforms in one place by connecting accounts from Facebook, Instagram, Google Business Profile, LinkedIn, TikTok, YouTube, and Pinterest. Users can plan, schedule, and create posts directly within GoHighLevel. The platform also offers email marketing functionality with customizable templates and supports affiliate program management. Brand boards allow users to store brand assets, and an ad manager is available for managing ads, though it incurs an additional fee.
Automations [13:51]
The Automations section is crucial for creating efficient business processes and enhancing customer journeys. Workflows can be triggered by specific actions, such as form submissions, and can include a series of automated steps like adding leads to a sales pipeline, sending emails and SMS messages, and making automated calls. GoHighLevel offers a variety of workflow templates for different scenarios, such as birthday promotions. The platform also uses logic to understand the intent of replies and tailor responses accordingly.
Sites [17:33]
The Sites section allows users to create websites and funnels, potentially replacing tools like ClickFunnels. Users can choose from templates or build from scratch, using a website editor to customize text, images, and sections. The platform also supports blogging, form and survey creation, and the creation of landing pages.
Memberships [19:13]
The Memberships feature enables users to host courses, create communities, and issue certificates within GoHighLevel, serving as an alternative to platforms like Kajabi. Users can create multiple courses and communities under one membership and offer certificates upon course completion.
Reputation [19:39]
The Reputation section provides a dashboard for collecting and managing reviews. Users can send review requests and view reviews from various sources.
Reporting [19:50]
The Reporting section allows users to create custom reports for different metrics and data analysis.
App Marketplace [19:57]
The App Marketplace offers integrations with other platforms and tools, allowing users to add additional functionality to GoHighLevel. While the platform has extensive built-in features, users can explore third-party apps to meet specific or niche needs.
Settings [20:27]
In the Settings section, users can input their logo, business information, and manage various business services. This includes managing calendars, adding conversation AI bots, selecting email services, and obtaining a GoHighLevel phone number for sending SMS messages.
Final Advice [20:48]
The video concludes by reiterating the importance of hands-on experience in learning GoHighLevel. Viewers are encouraged to actively explore the platform, set up features, and transition from watching tutorials to doing it themselves. The creator emphasizes that practical application is key to mastering the software. The exclusive 30-day extended trial and pre-built snapshots are highlighted as valuable resources for getting started.