GoHighLevel Tutorial: Master CRM, Automation, and Agency Growth

Name: The Ultimate GoHighLevel Free Course 2026
Uploaded: 2026-04-04T04:37:46.461150+00:00
Duration: 11 h 19 min 14 s
Channel: GHL Wizard
Description: Summary and key takeaways on The Ultimate GoHighLevel Free Course 2026: Summary & Key Takeaways, covering Navigation & Setup The Launchpad centralizes
GHL Wizard
Apr 04, 2026
•
679 min video
•
2 min read
YouTube video ID: n9E8AxT0wv4
Source: YouTube video by GHL Wizard — Watch original video
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The Launchpad centralizes shortcuts to the mobile app, Stripe, and social integrations, letting you jump directly to the tools you need. Create dedicated subdomains such as deck.yourdomain.com and add DMARC records to secure email deliverability. Use the audit logs to view a complete history of every action taken inside an account, which helps with compliance and troubleshooting.
CRM & Contact Management

Organize contacts with custom fields that capture non‑standard data and use custom values as global placeholders. Build smart lists by applying filters—e.g., “Tag is Hot Lead”—and then click Save as Smart List; the saved filter can be reused for segmentation and bulk actions. Engagement scoring assigns points to actions like email opens; reaching 50 points can automatically trigger a follow‑up email.
Automation & AI

The workflow builder lets you string together triggers and actions, automating everything from lead nurturing to invoice generation. AI agents can conduct web research, generate audio, video, or text content, and even execute API calls. Voice AI, powered by 11Labs, handles inbound and outbound calls with interruption sensitivity and background‑noise adjustment at $0.137 per minute or $97 per month for unlimited usage. Train a knowledge base by creating a blank funnel page, pasting niche‑specific AI‑generated text, copying the preview URL, and adding that URL to the bot’s “Web Crawler” source. Set human‑hand‑over triggers to alert staff when a bot detects specific keywords or user requests.
Sales & Financials

Define products first; they become the foundation for invoices, estimates, and payment links. The SaaS configurator—available with the $497 plan—lets agencies automate sub‑account creation using predefined snapshots and apply rebilling markups. Design sales pipelines that move leads automatically from “New Lead” to “Closed/Lost” without manual entry, and use automation to update opportunity stages.
Marketing & Content

The Social Planner supports bulk CSV uploads, recurring posts, and auto‑reply workflows for comments, keeping your social presence active with minimal effort. Build blog sites with SEO‑optimized content, include alt text for images, and follow proper keyword usage to improve search rankings. Use forms for basic data capture, surveys for feedback, and quizzes to deliver personalized recommendations.
Reporting & Reputation

Create client dashboards that combine key metrics, then schedule automated delivery for regular reporting. Manage Google Business Profile (GBP) posts and local listings to boost local search rankings, and automate review requests across SMS, email, and WhatsApp. Reputation management balances reviews across platforms and can generate AI‑driven responses to new reviews.
Agency Operations

Monetize your expertise in the App Marketplace by selling snapshots, AI agents, and workflows for passive income; the review process typically takes about ten business days. Leverage custom objects and associations to model niche‑specific data such as properties or pets, enabling complex workflows. Enroll in the affiliate program to earn a 40% recurring commission for every referral you bring to the platform.
Takeaways

The Launchpad gives instant access to mobile, Stripe, and social tools while audit logs track every account action.
Smart lists are saved filters that, together with custom fields and engagement scoring, enable precise contact segmentation and automated follow‑ups.
AI agents can research, create content, and run API calls, and the Knowledge Base Hack trains them using niche‑specific web pages.
Products form the base for invoices and SaaS plans, and automated pipelines move leads through stages without manual input.
The App Marketplace, custom objects, and a 40% recurring affiliate commission let agencies generate passive income and scale niche services.
Frequently Asked Questions

How does the Knowledge Base Hack work in GoHighLevel?

The hack creates a blank funnel page, pastes niche‑specific AI‑generated text, copies the preview URL, and adds that URL to the AI bot’s Web Crawler source. This trains the knowledge base with targeted information, improving the bot’s responses.
What affiliate commission does GoHighLevel offer for marketplace referrals?

GoHighLevel provides a 40% recurring commission on every referral that joins through the affiliate program. The commission continues as long as the referred account remains active, creating a steady passive income stream.
Who is GHL Wizard on YouTube?

GHL Wizard is a YouTube channel that publishes videos on a range of topics. Browse more summaries from this channel below.
Does this page include the full transcript of the video?

Yes, the full transcript for this video is available on this page. Click 'Show transcript' in the sidebar to read it.
Helpful resources related to this video

If you want to practice or explore the concepts discussed in the video, these commonly used tools may help.
Ergonomic Office Chair For Long Hours Recommended
Provides physical comfort and support during long sessions of configuring complex CRM workflows and managing agency operations.
Amazon →
Noise Cancelling Headphones For Office Work
Helps maintain focus while building complex automation sequences, training AI agents, and managing client communications.
Amazon →
Dual Monitor Stand For Desk Setup
Allows for efficient multitasking between the GHL dashboard, CRM data, and AI prompt engineering windows.
Amazon →
Mechanical Keyboard For Fast Typing
Improves typing speed and accuracy when writing custom prompts, email sequences, and blog content for marketing campaigns.
Amazon →
Links may be affiliate links. We only include resources that are genuinely relevant to the topic.
Summarize another video
Full Transcript YouTube

Are you frustrated trying to figure
out go high level on your own?
In this 11 hour free course, I'm
gonna show you exactly how to master
high level to go from zero to pro.
No shortcuts, no missing steps,
and a clear path for you to
crush it with high level in 2026.
Okay, so we're gonna be
going over high level today.
I'm not even kidding you.
This is gonna be the most in-depth
tutorial you've ever seen, ever.
We are going to cover every
single one of these tabs.
What they do, even the settings.
Even agency view and the
mobile app, we're going to be
covering all things high level.
That's why this video is super long.
It took me forever to make, but we're
going to be covering everything.
So please seriously, like
get ready to pay attention.
'cause this isn't gonna be
just some quick tutorial.
This is gonna be super in depth and
super tactical with everything I
know to help you on this journey.
The last really important thing I need
to go over with you before we jump in is
if you have any questions at all, okay.
During this video at all.
Please drop them down in the comments.
I will answer personally, this is really
important for you to go along through
this video and learn step by step
and then get your questions answered.
Okay?
This is how you're gonna
learn the seeing faster.
So make sure if you have any
questions, you drop 'em down below.
'cause I'll be answering personally
and again guys, that is a
way you'll learn this faster.
Without further ado, let us jump
in to the most in-depth, high level
tutorial available on YouTube in 2026.
Let's get it.
So first thing to go over before
we go through all the tabs and
agency of view and all this good
stuff is this bar right up here.
'cause this is gonna be on
all of your high level pages.
Now what this is, is this is
basically a quick access bar.
So this is just to make phone calls.
You're most likely not gonna need that.
There's other ways of doing that.
This right here is to ask
AI to do stuff for you.
So you can click this and ask
AI to do certain tasks for you.
Um, up here is going to be the change log.
This is gonna see changes
in what's happening.
This right here is gonna be all your
notifications within your account.
Then up here, which is super
important, is the need help bar.
Okay?
When you click this, you will have an
option to do a zoom call, a regular call.
This is how you're gonna get one-on-one
help from the high level team.
And have all of your questions answered.
This is super important.
A lot of beginners for some
reason don't know where this is,
but this will basically be your
guide to always getting help fast.
So make sure you utilize this.
And then this right here is just
going to be, you know, your basic
account logging and logging out.
So that's just what this top bar is.
So now that that is covered, we
now need to go over launchpad.
So this is the first tab
you're gonna see in high level.
And all this is, is an easy
way for you to get launched for
yourself or for your clients.
Very quickly.
Basically onboarding quickly.
Now first up we have Downloader app, so
this right here, if you click Send Link,
you can put in a phone number and it will
send them the link to the mobile app.
This is great if you want to quickly
get them on the app, which is Lead
Connector and getting 'em signed up.
But it's also really good if you
need to get signed up so you can
put your phone number in here,
and get signed up very easily.
Then we have connecting your
Google business profile.
So if we click connect, this will connect
to Google Business Profile very quickly.
Just to let you know, you can connect
a lot of this stuff down in settings,
but we'll be going over that later.
Um, same with Facebook.
If you want to connect your
Facebook really fast, you just click
connect, walk through the steps.
It's very simple.
We'll show you exactly what
to do through your info.
Then we move on to generate
leads with the chat widget.
Honestly.
The chat widget has changed
so much recently and I go
over that later in the video.
That's under sites.
I wouldn't even worry
about that for right now.
Um, so I didn't even really
do anything with that.
Um, this one right here,
which is Integrate WhatsApp.
This is if you want to connect to
WhatsApp in your account quickly.
Again, there's other ways of doing that.
The launchpad just makes it
quick and you would just click
connect and follow that along.
Then to connect Stripe, this is a
payment processor to collect payments.
This is where you would connect it.
You would just click connect.
Go through, put your info in
and just take it just like that.
Then we have Yex listings Again,
that's in another place, so I wouldn't
really plug it in right there.
And then if you want to connect
WordPress, you can do the same.
Now, real quick before we move on this
last one, a lot of these things are
done all in other places in high level.
It's just in the launch pad.
It's a fast way to do them.
Right here, which seems more simple,
but to be honest, I like doing them.
Um, some of these other ones in other
places like WhatsApp and whatnot.
But don't worry guys, we're gonna be
going over that all throughout this video.
Um, last but not least, we
have quickly add team members.
So this is if you want to add
a team member to high level.
So you want to basically give access
to someone else, to your high level
account, you can just click add.
Okay.
Put in their email, send invite.
It's gonna send them an invite to
basically become a user of this account.
Again, there's another place to do that,
this is an easy way to do it very quickly.
So again, guys, the launchpad is just an
easy way to get started really fast with
some basic core stuff, but all of this
stuff can be done in other places in high
level, and throughout this massive video.
You will see the other ways I do this,
but that is what the launchpad does.
So really quickly, if you don't
know what the dashboard is, it is
essentially a place where you will
see all of the data from your entire
high level sub account in one place.
So you can know how many calls you
got, how many people opted in, how
many leads you got, how your Google
business is ranking on Google.
Just all of that stuff in one place.
And this is really powerful, okay?
Not only for you to see what's working
and what's not working very quickly,
For your clients to see what's working
so they know why they're paying you.
And later in the video I'm gonna
talk about reporting and sending
reports to them to also help us.
'cause this is one of the missing
pieces I see constantly with
agencies and their clients.
They're not properly showing the data
And the cool part is you can customize
these dashboards to look any which way.
And you want them to look something more
like this, where you're seeing all kinds
of updates, revenue, conversion rates,
things that really make business owners
go, wow, this is why we're paying you.
So this is one of the reasons why
this is so powerful and it's often
overlooked, but we wanna make it
look something more like this.
And this is a live dashboard by the way.
So what we're gonna be doing in this
video is I'm gonna be going over how.
Okay, to customize your dashboard, what
widgets to put in, and really how to
clean it up and make it look better.
But also we're gonna be going
over this AI feature that has
been infused into the dashboard.
the AI will help you read data
and do all kinds of other stuff.
So the first thing to know is that you can
have multiple dashboards in high level.
So you come right here
and you click this button.
You can actually add more dashboards
You can create from blank from the
template library or clone, and you
can basically have multiple in here.
So if you want to just pick and
choose certain ones, that's where
you'll find them by clicking this.
But if you want to edit said dashboard
right here, we're gonna come right up here
to click edit dashboard, and you're gonna
be brought to a page that looks like this.
So the first thing I wanna show you
is that if you wanna delete or move
anything around, it's very easy.
You would come right in here,
you'll click these three dots and
you'll click delete and it's gone.
If you wanna move anything around, you
will just grab it and drag it around.
Again, you can only do this
when you're in the editing.
So if we come to save changes.
It doesn't work.
It doesn't do anything.
This is what a lot of people do.
Like, oh my gosh, I can't edit it.
It's like, well, you gotta
click edit dashboard first.
But from there we can move and really
make this look any which way we want.
But now what we're gonna do is
we're gonna go over all the things
you can add into your dashboard.
So first off, we have.
Widgets and in widgets, the first
thing you'll see are these chart types.
This is just the way
it's gonna make it look.
So numeric, donut, line, bar,
horizontal bar, and then table.
Again, these are like different kinds
of graphs, like you see right here.
This is a donut.
You can choose how you want that
to be displayed in each widget.
Um, and you just click as
is there, but then you have
basically the different widget.
Parts you can add.
And these are just data points on here.
So each one of these will have a
little number here, and this is the
different points that you can add.
So if we come into context and we
click this dropdown, you'll see almost
everything on contacts right in here.
Okay?
So if you wanna have a context
count, we just click this right here.
Everything looks good.
You can click advance setting if
you wanted to add anything with
date ranges, but then you'll just
click save and it will now pop up.
So anytime you get contacts.
They would be fed into the account.
But see, that's how you just add one.
But there's many to add and it's up to
you on how you wanna make this look.
But in contacts, we have basically
everything to do with contacts
in the account, you know, new
ones coming in and whatnot.
We then have appointments,
so think calendars, booked,
calls, all that kind of stuff.
We then have opportunities.
So think like pipelines
and sales leads coming in.
Visitor data, how many views, what
your funnel's doing, tracking.
Emails bounced, open,
delivered unsubscribed calls.
How many calls are you getting?
You know who's coming in,
basically stuff like that.
Conversations, you know, where are you
getting message from, are they unread?
You know, all this stuff
with messaging payments.
So this is like exactly
what you think revenue.
Like if we come over here, you'll
see like it's revenue involved and
stuff like that where it'll show
them like, this is how much money
you've made, and we have all kinds
of stuff with opportunity status too.
but that'll all be in revenue.
And then we have stuff with meta
ads, some basic general stuff,
and then more Google Analytics.
And the whole point about all of
this stuff is you're just showing
the data in an easy to see way.
Because a lot of people will come
on to high level, especially your
clients, and they'll come in here
and they're like, this looks cool,
but what the hell does this mean?
And they won't see anything because your
dashboard doesn't say anything when you
create the dashboard properly to show
them what's working, what's not working.
It gives everyone a better
idea of what's going on.
So again, what you need to do is you
need to just figure out exactly what
data you want to have, and then you put
it in So if you want some pointers from
the wizard and like what would I do with
a dashboard if I was first starting out?
If you're working with a basic brick
and mortar, you know, business,
you want a couple key things.
So first off, the first thing I
would choose in this data point is
I would do stuff with appointments.
So show them how many different
appointments they're coming in and stuff
like that leads, show them the leads.
you can put all kinds of stuff calls
to assign to, but most importantly, I
would focus on the payments revenue.
You know, people coming in new, you
know, new deals, stuff like that.
'cause that's what's
really gonna wow them.
It's gonna be like, oh wow,
we just made that much money.
So that's what I would do if I were you.
And again, you just drag and drop
and put it right in like that.
And again, for anything
you're not using, delete it.
Really important.
Like a lot of people will leave stuff
with Facebook ads and Google ads.
Don't leave that stuff.
Get rid of that.
Get rid of it if you're not using it.
'cause all it's gonna do is it's
gonna confuse people, especially
if you don't Google analytics.
Like it literally just clouds
it and it just looks dumb.
Use only the things you're gonna
use and you want the dashboard
to be compact and show the data
points that you want to show.
Really, really important.
I see this constantly and it's
actually really frustrating
because, a lot of people would
do a much better job marketing.
if they showed the data better.
So then what we can do, if it looks really
weird, is we can come down here and we
can go like that and we can enlarge stuff.
So we come right here, and then what we
can do is we come right here and we can
come to the side and that pretty neat, and
we can do more like this and get this over
here and we can do a little bit of that.
Yeah.
And then that's what you can do.
You can basically create the dashboard
too by moving around like that.
So very easy, very nifty.
I mean, again.
Like you know exactly what to do.
You come in, you drag and drop, you
click if you want to delete, if you
want to get rid of it, you click delete.
And if you want to add
anything, you add it over here.
Very simple.
If you guys have any questions, drop 'em
the comments down below so I can answer.
So at this point, all you have to do is
go in and create the dashboard on the
data that you want to show your clients.
From there, we then can edit the
way we want the data to look.
So again, widgets is gonna be what data
you have, elements and themes is gonna
be the way you want the data to look.
So if we come into elements.
We can then add some stuff.
So we can add stuff with code, which can
be like Google Sheets YouTube videos.
We can add basic text, we can add
images, we can add text files,
we can add all kinds of stuff.
And actually, one of the things I'd say
that can help sometimes is if you come
right in here, okay, and you add an image.
So we're just gonna come into the stock
library, say you uploaded something,
but we're just gonna type in logo.
This is just strictly for test.
We're going to pick Zel Lamborghini logo.
What we can do is we can save,
okay, and then it'll pop up here.
And what you can do, say,
this is their logo again.
I'm just demoing.
You can put their logo in at the
top to make it look more official.
Like, oh my gosh, this is their
dashboard, which I'm telling
you guys can be super powerful.
You don't have to do this.
But it's something you can do.
Obviously.
Don't use the Lamborghini
logo, use their real logo.
I'm just showing you for a test,
but it can be very powerful.
And it's just one of those things,
guys, that's going to help tremendously
in showing them the data, not
telling them, which is what you want.
so again, you can add
any of these right here.
Then we have themes.
So this is just the different
colors, like you come right here.
you can change the colors and you can
even do a custom theme where you pick
the exact colors again, which helps lot.
Then you have custom metrics, which
is just adding in certain metrics
that you created from scratch, which
can be a little tricky, but that is
essentially how this dashboard works.
It is that simple.
So once you're all done, you just click
save changes and then you're good to go.
But up here as well, you can clone this
dashboard, duplicate to another account.
This is really handy if you
wanna put in another sub account,
upload a dashboard template.
You can go from the marketplace set
as a default dashboard if you have
multiple, and then manage time zones and
a couple other things like permissions.
But then from there, you are done.
That's all you have to
do with your dashboard.
Now what we have is we
have this new AI feature.
That can summarize the dashboard.
So if we come in here and we click this,
what it's gonna do is it's going to pull
up, ask ai, and it's gonna summarize
stuff and this is only gonna get better.
So as you see right here, it's coming in
and it's talking about the opportunities
are zero and there's no manual actions
because this is a test account.
So obviously there isn't a bunch of
stuff in here, but the idea is it's gonna
come through, it's gonna summarize all
your data, and you can ask it questions
like, well, how many calls did I get?
And where, and again.
I don't have anything, so nothing's
gonna pop up in the sub account.
But what it will do, when I've tested
it on live accounts, it will go in,
it'll be like, you got this many calls
from here and there, and it's just
gonna make the data easier to read.
And again, as this year, it's not saying
anything, it's going to only get better.
I wanna make this abundantly clear.
Some of these new AI features, people are
like, oh, that's not that great, but it'll
get to the point where It can synthesize
data much faster and it will understand
certain things and give you better
feedback and show you how to improve.
And then you also see, if you come down
here, you can see little AI insights.
You can click it and it's gonna
give you little AI insights on each
individual bar or graph or whatnot
like this.
As you see right here, it's gonna
show you exactly what's going on, so
you know, you know the whole story.
So it's very handy.
It's very helpful.
Guys, at the end of the day, you want
to show what you're doing is working.
'cause if you don't show, then
you're just constantly telling
'em they don't believe you.
That's why data is really important.
But now what I wanna do is I wanna
link a video at the end of this
video that's gonna go over reporting.
It's really important 'cause
it's a separate video.
But what reporting does is it takes
this dashboard, cleans it up, puts
it in a nice summarized report, and
emails them every week or every month.
So you don't have to show
them or you don't have to give
them access to high level.
Because here's the other thing, they
may not be coming into this subaccount.
They may not have access, but
what they can have access to is a
report that gets emailed to them
every month, which makes you look
better, like you're being proactive,
but it also shows them the data.
So it's one of those things
too that's just super handy.
And it's the cool too, if you have a bunch
of clients, what you can do is you can
create snapshots where you can duplicate.
This custom dashboard that you
created to other accounts, you
have the same kind of blueprint.
And then from there, when you onboard
clients, you get everything set up
and your reports just go out like
clockwork and it's very smooth, it's
very efficient, it's very powerful.
Conversations tool.
Ingo High level is an all
in one message dashboard.
Okay?
So if you have a message from a chat
widget, an Instagram dm, a Facebook dm, an
SMS, you know, a text, a WhatsApp message,
or an email, it all goes into one.
Place.
So as opposed to you jumping from
Instagram to Facebook, to WhatsApp, all
of your message, go into one dashboard
so you can be on your phone, on your
computer, just answering them like this.
And again, so much
better than the old way.
Old way is jumping from platform
to platform to platform.
This is the old way.
You're on Instagram, then you jump
over to Facebook, then you jump over
to email, and then you're in WhatsApp.
The new way is so much easier.
Do you in one place, in
one dashboard answering.
All of the messages.
I mean, you have to see
how valuable this is.
This save business owners so much
time because again, you're not
jumping from platform to platform.
You're just in one spot
answering all the messages.
But then we take it a step further
and we turbocharge this process with
AI as if this wasn't good enough.
We then go and we get rid of you and
we add an AI chat bot that answers
all of these messages from one place.
So opposed to you coming in.
Okay, and working all of these, you
now can have a robot come in and do all
of your customer support, all of your
shows, all of your text based messaging.
There is nothing more valuable than this
if you have a lot of people messaging you.
This will save you so much time.
You have to understand how valuable
this is for business owners.
'cause business owners obviously want
sales, but they want their time back.
If you ask anyone what is the most
kind, consuming part of most local
business, it's messaging people.
It's working the leads,
it's doing all this shit.
If you get in the AI chat bot can
come in and do all of this for you.
Imagine you getting, you know,
messages from your website,
messages from Instagram.
Messages from, you know, your, your
text, your number, WhatsApp messages, all
coming to one place, and then you have
an AI chat bot taking care of all of it.
There's nothing more valuable than that.
So again, this is one of those
services that you need to be selling
because it is so valuable, and I hope
this visual representation explains
this to you and explains the power.
This will save business owners
so much time and business owners
are willing to pay a premium.
Four time.
Now that you understand how
it works, let's do a quick
tutorial in here so you get it.
So the first thing, this is a
conversations tab, which we're
gonna be going over in a second.
The second is the manual actions tab.
So all this is, is any sort of manual
action that you add in the conversation.
So do you want to put this, contact,
this conversation into a workflow?
Do you want to assign
it to a certain user?
This is things you do manually.
Then you have snippets, which are
pre-made messages that you can send out,
so you don't have, you don't have to
keep typing the same thing over again.
For example, what are your hours?
You could just have your
hours in a snippet and to do
this, you click add snippet.
You either pick text or email.
So we'll do email.
You come right in here.
We'll just put this, obviously
you're gonna put the name, the
test, and the email in, but we're
gonna do, this is really cool.
So you put in whatever
you want, but check this.
Now we have our snippet that we can use.
So if we go back here,
okay, and we come right to this
conversation, we'll send it to myself.
We can click insert
snippet, and then we do.
This is really cool and it's
a pre-made message, so again.
If you're on the phone and
you're just sending people up,
this can be super powerful.
And again, with an AI chat bot,
you're not really gonna need.
Akin can do it, but if you're doing
it manually, these come in handy.
Last but not least, we have trigger links.
All a trigger link is, is a link
that when it gets clicked, it
triggers a sequence of events.
It can put a workflow into
action, it can send emails, it
can do all these other things.
So these can be very valuable for
once someone books a call and you
can do all kinds of stuff like that.
And again, to do this, you would
just add your link, enter the name.
Put in the URL, uh, make sure your
automations are set up and whatever
you're trying to do is configured.
And then again, under analyze,
you'll be able to see everything that
has happened with said triggering.
Now that you understand these, we now
need to move into the conversation itself.
So first we have unread.
This is all your unread messages.
We then have recent, so all your
recent messages, we then have starred.
So this is all your important
messages to do starred.
By the way, you come right in here.
We'll come right here.
We click this right here, this little
star, and then we come back into
starred and boom, it now gets all
your important messages and then
all is just all of your messages.
And then while we're in here,
we'll just go over to this theme.
You basically can archive
it, which gets rid of it, you
know, puts it in the archives.
You can mark as red, so it
moves it out of the unread.
You can delete, which we'll just
delete the conversation entirely.
And then you have filters.
So the filters here are
the same as over here.
What they do is they filter
the conversations tab by.
Just Instagram, just red unread,
whatever you want right here, you
know, adding stuff by opportunities.
You pick right there and then
you can filter the conversations.
And over here you have the same thing,
which is the quick filters, where if
you go, I only want SMS, we click apply.
It only pulls up SMS.
If we come right in here and we go,
I only want email, we click apply.
It's only gonna pull up email.
We come in here and we want to do, you
know, WhatsApp, Instagram, whatever.
You just click this.
And it will only pull up that.
So that's how you filter it,
by the way, to get out of it.
You just would click this and
click apply and you get rid of it.
This is really cool though.
So you can create a new message.
Okay.
And you have two different
options right here.
You can do a direct message where you pick
a contact, either text or whatever, and
send them a message or what you can do.
Okay?
We have in here is group message,
which this will just send a message.
To a ton of different people.
And this is kinda like in context,
when you pick all the context and you
send out a broadcast message, this
is what's like, so you put the phone
number and then you pick what you want.
And again, if you were doing, you know,
an SMS email, it would be like that.
Um, but once we have that memorized,
we then come right over here.
Okay, and we have this, so on this
right hand side, we will have all of
the info on a conversation contact.
So you'll have name, number, email
you can turn on, do Not Disturb,
which doesn't send them anything.
And you have all of that.
And then in here, okay, you
have the contact, which we just,
whenever we have appointments.
So you can click this, plus you
can add them to an appointment.
You know, so they book a call,
and this is all manual by the way.
Opportunities.
You can add them into an opportunity.
You can come right in here.
You can add a task, you
know, pick whatever you want.
Click Create Task again.
You just click the plus
and go right through.
Then you have notes where you can just
add a note and then pick, you know,
whatever you want, and click create
note so you have this little sidebar of
these little extra additional options.
Last but not least in here.
You come right down here and you
have the message part itself.
So right in here you can p the formatting.
So this is how you want the text to look.
Okay.
You know, just like on all of
other high level stuff, you just
pick what you want and add it.
It's, it's, it's very simple, you
know, it's like using a word doc.
You know what font, what
size attached files.
So depending on if you wanna have a
file in there so you can upload from
the system or choose from the media
library, just click it like that.
Very simple.
You then have, add a link.
You can put in a trigger link or
whatever you want in here, A URL.
You would just add it, follow the steps.
Again, I'm going through this quick, these
parts, because it's so self-explanatory.
You literally put in a URL and
go through, so it's, you know,
I'm assuming you understand.
That's a very simple, again, if
you guys ever have questions, you
can drop a comment down below.
You can add an image so you can,
this can be from the media storage
or you can embed something right now.
It can come into a CER emoji.
So you can pick an emoji from whatever
you want to add to your messages.
Insert snippet.
Remember we did this
earlier up in snippets.
This will just be able for
you to insert the snippet.
Then in here you can request a payment.
So you put in the item name, the price.
You can pick a product, the copy link
market sent, and then you can click send.
So that'll basically send out a payment.
And then right in here, this just has.
All of your custom fields, custom
values, any little things you
want to add, you know, like I want
their full name always to pop up.
This stuff is more used for in bulk, but
again, you have access to it right here.
And then right here, this clicks clear.
This removes everything.
This click send.
This will send the thing itself.
And then right here, this will schedule.
Said email and we don't have anything.
So if we click this,
I'll show you right here.
We click this, you pick the date,
you pick the time, you pick the
time zone and send schedule, and
this will schedule said message.
Now that you understand how the
conversations tab works on desktop,
let me show you how it works on
the mobile app, we would just
come right into conversations.
Okay?
We click this right here, and
you're brought to this list.
So the first thing you can
toggle, um, subaccounts up there.
Okay?
You, you know, come in here to
create what conversation you want or
search what conversation you want.
Okay.
Right into filter.
Okay.
This is the first one you're
gonna be going through.
This just has all the filters, just
like we talked about in desktop.
We then have unread, we have starred,
we have latest, all latest message
direction, latest message type, last
message, channel assigned to, just
like in the desktop, it's the same
thing, just in a different place.
You access it like that.
And then for any of the messages.
You would just swipe to the side.
You can unstar them, you can archive
them, and then clicking these
three dots, you can mark as red.
You can do anything with contact
info, and then you can delete
said conversation just like that.
So it's very simple, very straightforward.
And this plus is sending a
new message, a new email.
Simple as that.
And then again, this lightning
bolt is just all those quick
things like sending email, adding
a contact, and so on and so forth.
By the way, if you were confused about how
the mobile app works at all, I have a full
tutorial on this, so please check it out.
Just a quick note.
Now that you understand how this all
works, if you are like completely
new, I recommend you go to my channel
and watch my basic videos on how to,
you know, integrate Facebook and your
number and all this stuff on Instagram.
'cause if you don't have any
of that, this isn't gonna work.
'cause you have to learn how to
actually have this all set up.
So your account has to be set
up in order this for to work.
But all the stuff in the conversations
tab, all the Instagram, the Facebook, all
this stuff pops up once you connect and
integrate it with high level and again.
Go to my channel, please.
I'm assuming you've already watched.
I have so many videos on that.
It's very straightforward.
Again, if you have any questions,
you can drop a comment down below.
Um, but that's how it works in a nutshell.
But now that you have this all
connected, you now understand
how the conversations tab works.
Now let's go into the super powerful
part, which is powering this
tool, which I go down to the bots.
We're gonna click settings.
We're gonna write down
to conversational ai.
I'm gonna start this.
So again, I have a full
video on this, on my channel.
I'll link it at the end of this video.
Please watch that video.
I'm assuming you know how this works.
Okay.
I I'm, I'm not gonna be
doing a tutorial on this.
I'm just gonna show you the power
of this and how to, how to do it.
But again, I'm assuming that.
You already have this set up.
And again, if you don't, please
watch the video at the end of it.
'cause then explain it.
So we're gonna turn this bad boy on.
We're gonna come right in here.
We're gonna click exactly
what we want to add this to.
So now we pick what we wanna add to.
So remember we come back here, we
notice, oh yeah, we got Instagram,
we got email, we got, you know,
a text about all this stuff.
We.
We wanna add it in here and
right now the chat bot cannot
go through email or WhatsApp.
It will be being added soon, but
everything else is available, so
we just click which ones we want.
Then we click save.
Okay, now we're gonna come back to this
conversations tab and I just wanna show
you the power of the ai 'cause I'm gonna
send this thing a couple messages and
I'm just gonna let you see it answer for
people and I'm just going to be hands off.
So we're gonna hit it through
Instagram and through text message.
Check this out.
Okay.
Right there.
We clicked.
Hello.
Okay, we're gonna click this bad boy.
This is me DMing this.
Boom.
I'm not even touching it.
Okay.
This is my phone.
This is me messing it.
May I get a haircut?
Okay.
This is me saying this.
Hands off.
Hands off.
Okay.
Boom, right there.
See, I'm not even doing anything.
And again, depending on what
you want to do to configure it,
it'll just start talking to you.
It'll schedule them.
It'll book appointments
completely hands off.
So all you gotta do is
configure the bot properly.
Watch a video to get this.
But what I'm gonna do now, which is really
interesting, is I'm gonna message it
through text and remember, it can handle
multiple conversations at different times.
All right, so we just messaged it.
Hello.
Look at that.
It's already messaging it
all.
Hands off.
Look.
Just all hands off.
It's doing it.
It's doing it.
Look at this.
Look at how cool this is.
It's doing all the work for you.
Do you see how powerful this is?
I can just sit back and let the AI
chat bot take care of all of these
channels, and all I have to do is
configure it properly and it will
sell for me, do customer service
for me, and do anything else I ask.
24 7 without complaining,
asking for a raise or anything
else, this is the future.
So you could basically have so many
different people from so many different
platforms messing you at the same time.
And as opposed to you being a
human jumping from thing or or
trying to answer all of 'em, the
air chapel can do all of them.
You have to understand this is
worth hundreds, if not thousands of
dollars per month to business owners.
So to access your calendars, you're
gonna come right into the high level
sub-account dashboard and you're
gonna come right down to calendars.
Now, this is really important 'cause we're
gonna go over this in a sec, but to build
calendars, it's actually not right here.
It's by clicking calendar settings,
which it then takes us to, this is just
gonna be a calendar view, which I'm gonna
walk you through later in the video.
So do not worry.
But we're gonna click calendar settings.
Will then be brought to a
page that looks like this.
So in this video, I'm gonna go through
what every single one of these tabs
does, but first we're gonna start
with just building a calendar so you
can learn exactly how to do that.
And that all happens
within this tab right here.
So before we jump into this entire
process, if you have any questions
during this video, please drop in
the comments down below because I
will be answering them personally.
Okay.
So the first thing we're gonna do is
we're gonna go and click Create calendar.
The first thing I wanna let you
know is that if you are a beginner,
pay close attention throughout
this entire video because we're
gonna be going over calendars.
But if you are a more advanced person,
please pay close attention because there's
a lot of updates within high level and
the calendar interface has changed.
So there's a lot for both types of people.
So just pay attention.
So first things first, we
have six different kinds of
calendars you can pick from.
Now you might freak out and be
like, this is super overwhelming.
There's so many.
They're actually all very similar because
once you understand how to do one, they're
all built on the same building block.
You pretty much know how to do all six.
They just do different things.
Okay?
So that's just the first thing you know.
Once you learn one, you
pretty much learn all six.
So first things first,
we have personal booking.
This is the first kind of calendar,
and this schedules one-on-one
meetings with a specific.
Team member.
Okay.
Think client meetings,
private consultations.
The next is a round robin calendar.
This distributes appointments among
team members in a rotating order.
Think sales calls and onboarding sessions.
Then we have the class booking
calendar where one host meets with
multiple participants, think webinars,
group trainings, and online classes.
Then we have collective bookings
calendar, which is pretty much
the opposite of this because it's
one to many and then many to one.
So here we have multiple hosts meet
with one participant, think panel
interviews, committee, you know, reviews,
interviewing for a job, stuff like that.
Then we have two other ones down below
here, which is the event calendar,
which is for booking physical
events with no host association.
Okay.
Think conferences, public
seminars, expos, that's like if
you're having an in-person event.
And then a service booking calendar,
which is seamless scheduling for
service-based businesses, spa
appointments, uh, repair services,
consultations, stuff for hair salons.
If you're a service-based business, this
is what you're most likely gonna be using.
Okay?
Very important.
For regular booking, you're
most likely to use this.
Yes, you can use all these other
ones, but these are the most
commonly used that I have seen.
Okay, so again, we're gonna go
through one of these, but once you
understand the basic building blocks,
you'll understand how to build all
of them with the little nuances.
So all we're gonna do now is we're gonna
click personal booking calendar, and it'll
be brought to a page that looks like this.
So the first step is we're
just gonna put in our names.
So we're gonna do Greg's booking calendar.
Okay?
Now here's what's really important.
We're then gonna be
selecting a team member.
This is a part where it
confuses a lot of people.
In order to have a working calendar,
you have to have a team member,
which is under my staff, under users.
So if we collect this, I can
click Greg's Plumbing Pros, but
you may not have anyone there.
So let me quickly walk you through
this, ' cause this is very important.
So what you're gonna do is you're
gonna come back to your sub account.
You're gonna come down to settings
and you're gonna go to my staff.
Now you have to create, okay.
A staff member to add on.
So follow through very closely.
'cause if this is you, it's either
gonna be you or one of your client's.
Clients or clients.
Employees.
So we're gonna come right into ad user.
So we're gonna put the name.
So we'll do Declan and
we'll do the wizard.
So you put your name in there, and then
you're just gonna put in your email.
Okay.
Then you can put a phone number if you
want, but this is pretty much good.
You don't need to select a calendar
because we can do that later.
So we're just gonna click next.
You can come in here, give them
permission to anything you want in the
account for now, just leave it as is.
Then we're gonna click safe now.
This is what's really important.
We're gonna come back here.
We're gonna refresh the page.
And you'll notice it
created a personal calendar.
Now, do not worry about this.
This isn't the calendar we just created.
It just does this by default.
But what we're gonna do is we're
gonna come back to new calendar,
click personal booking, put
Greg's booking calendar in here.
Then we're gonna select a team
member, and you'll see I now pop up.
So that part is very important.
A lot of people go, why
can't I select calendars?
Why is it working?
It's because you don't have a team member.
And what I just showed you a second
ago is how you add team members.
So we're just gonna click
Greg's Plumbing Pros.
That's all we're gonna do.
And then this is just the URL.
We're gonna leave as is.
Then you're gonna pick the duration
meeting time, so however long you want
the meeting to be, put it in there.
Then what we're gonna do is we're
gonna leave all this the same,
and we're not gonna click this.
We're actually gonna go
to advanced settings.
'cause if we click this, it's gonna stop.
It's gonna go through and then we have to
go back to advanced setting to customize.
This is just a shortcut to save you
time 'cause I wanna save you time.
So you're gonna click advanced settings.
Now in advanced settings, this is where
you really configure all the small
settings to do with said calendar.
So first things first, you can
put a logo on your calendar.
I recommend putting someone's face,
okay, if it's like a one-on-one
calendar so they can see it.
And you would just click this and you
either upload it from the system, which
is your computer or the media storage,
and this is what it looks like live.
This is for the hair salon.
It'll show a picture like that or a logo.
So that's where it's gonna be live.
If you're wondering where that's gonna go.
So then what we're gonna do is we're gonna
go down, we're gonna leave this as is.
You can put a description
if you want, in here groups.
We're gonna talk about that later,
so don't worry about that right now.
Leave as is.
Then we get to a very important
part, which is the meeting location.
This is where the meeting happens.
So if we click this, it can
happen on Zoom, Google Meet,
phone call, actual address.
You can ask the booker a time of, or it
can be a Microsoft Teams, or a custom
one, which you can add all kinds of stuff.
But in order to add these, say if
you click Zoom, it's gonna say no
user connected their Zoom account.
Later in the video, I walk you
through how to set up Zoom,
Google Calendar, all this stuff.
So don't worry, that's
just in the next part.
But once you have that set up,
that's then where this is gonna work.
So don't worry about this guys.
I'm gonna walk you through how these
get connected, because that's in a later
part, but you'll just click them and
it'll go through . And then from there,
it'll be exactly where you want the
meeting to be, and then you're good to go.
So then we're gonna click save.
And then we get brought to the
fine tuning of the calendar Timing.
This part is very important
for the way you want it.
So first things first, we have
to pick the booking availability.
So this is when you are available.
So we'll come right in here and
we can edit when you're available.
So we're just gonna click edit and
we're gonna click edit this schedule.
From here, you can come in, you can
just toggle these on or off, or click
the delete button that'll turn off a
day and you just pick the exact time
you're open, whenever that may be.
Then you're good to go and you can
go through every day of the week and
set the exact times you are open.
This is where you're gonna do that.
So you just pick, go through and put
your exact times in, then click save.
Now, this is really important, okay?
Because some of you guys might be
thinking right now this looks different
than what I have on my computer.
It's because these are
some of the updates.
The high level just rolled out.
Okay?
So.
If your computer doesn't look like this
and you're like freaking out because
there's some extra little updates,
you're just gonna come to Agency view.
Come right into settings.
Click the labs button right
here, click sub account.
By the way, this might already be
rolled out by the time you're watching.
I'm just doing this because I go above
and beyond and you're just gonna type in.
Calendars and you'll see we have all
kinds of other stuff you can add.
And then if you do calendar, you'll see
too, we have all kinds of different stuff.
And all you have to do if you
wanna activate it is click
activate features, pick the sub
account, and then you're done.
If you have any questions, drop
in the comments down below.
I'll guide you.
This is just in case you're not sing
the updates, but for the most part, if
you're watching this, you should see it.
And this right here is something we're
gonna talk about later, which is a
scheduling feature that they've also
put in, which is completely new to
high level, which we'll go over in a
sec. Um, that's later in the video.
So once you have your times picked and
you say, okay, this is when I wanna be
available, we then move on to these,
which is the fine tuning of the meeting.
So the first is if you toggle, look
busy on this is just gonna fill out more
slots to make you look like you're more
booked up in case you don't wanna get too
many bookings and you just put whatever
percentage you want in there, or you
turn it off, you click recurring meeting.
This is if you want the meeting to happen
again and again on a set day, you pick
the frequency, the times to repeat.
And any slots available or you can
force the book, but that's if you want
that, then we have these features.
So these are really, really important.
So first up, we have meeting interval.
This is the time in between booking slots.
Again, if you guys ever are wondering, you
can click this and read what it has, but
you then pick the time, hours, or minutes
and you just select exactly what you want.
Then we have meeting duration.
This is how long your meeting is.
Again, minutes, hours,
you pick right there.
Minimum scheduling Notice.
This is the minimum time they
can schedule an appointment.
So it's basically like, do you
wanna have 'em scheduled today?
Or in three days.
So it gives you a little space
period so you're not freaking out,
um, on when people are booking.
Again, you have a lot of leeway
with this 'cause you may want to
have in the future date range, okay?
This is how far in advance they can go.
So do you want them to be able
to, uh, book an appointment
with you in three months?
Probably not.
'cause plans change, things happen.
So you pick what you want there again.
You put the amount of days and you
just click that and you're good to go.
Maximum bookings per day.
How many bookings do you
want to be able to take?
Sometimes you only wanna take three.
Sometimes you wanna have a full day.
You just pick exactly what you want right
in there, and then you're good to go.
Then you have maximum bookings per slot.
So this is per user how
many you want to pick.
Again, remember, we created a
user earlier, then pre buffer
time, this is how much time.
Before you have the meetings.
Okay, important.
If you have a ton jammed
together, then post buffer time.
This is like a little extra cushion
in case you go over your meeting.
So again, pick what you want there and
then from there, you're good to go.
And all of this stuff guys, is
just a little more customization on
your calendar so you can get that
much more in depth and to make sure
that everything runs very smoothly.
So once you have that all dialed
in, we're then going to click save.
Then we're gonna be
brought to this right here.
So one of the things you can do is you
can actually select a form in forms.
I have other tours on that, but we're
gonna leave as is 'cause it looks good.
This is really important,
pre-populate sticky fields.
If you turn this on, what happens is
if they've already filled out their
info with you and they come back,
it will pre-fill out their info.
Really handy for getting
quick appointments.
This can be very good consent check box.
We want that turned on because
we want to be, fully compliant.
Adding guests.
This is if they want to add guests,
so if they want to add another person
in, you'd click that on right there
and then the confirmation page
is, once they schedule, it's
just gonna lead them to a page.
So you can use this right here, which
is good, or you can redirect to another
URL, which would be like your custom one.
That's up to you.
I leave as default.
And then you have the Facebook pixel.
If you're running ads, which you put the
ID right in here, and it's gonna keep
track of your confirmation pages, which is
great if you're running ads and all that.
Then, right here, you can autor new
meetings or you can turn that off.
That is up to you.
Then we have payment options.
So this is really important because
this is if you want to collect payments.
So if it says this, no payment
provider connected, you have to
go connect your payment processor
and you can click this right here
and it'll guide you right to it.
Okay?
So that is how you're gonna
be able to collect payments.
Now, what I wanna do is I wanna
show you what it looks like on
an account where it is live, so
you can really walk through it.
But first you're gonna
have to connect that.
But now let me show you what
it looks like on a live pitch.
So on a live page, whether it's
square or Stripe or whatever
payment process you have turned
on, you'll be able to turn this on.
And if you click this toggled on, you'll
then be able to pick what you want.
So we'd come in and we
could do 300 or 3000.
That's a lot.
You can expect.
Partial payments is if you want
like some money upfront, okay?
Deposit amount in what percent you
want, and then you can put in the
payment description right here.
And again, you can play with all of these
amount, percentage, you can make it live
test, but this gives you functionality
to collect money for appointments.
Now here's where it gets a
little confusing, and this is
just the wizard going above and
beyond to kind of help you out.
Some people are like, well, wait a minute.
I have Stripe connected to the payments
and I'm sending people invoices.
But then we have appointments.
Like how does this all work?
So when you use a service calendar, which
we're gonna get into in just a bit, you
can plug this in so you can collect all
on appointment through the calendar.
That makes it way easier as opposed
to having to send the invoice and then
send the appointment and do all this
extra stuff, which believe it or not,
is a lot of you guys, you can bypass
that by having this all plugged in.
So again, you'd have to come in and
actually properly set up your payment
processes and have them integrate
in high level to get this option.
But once you do, you can
charge on the calendar.
So that's how we do forms and payments.
So if you guys have questions on that,
drop 'em the comments right down below.
So then we begin to click save.
Then we have notifications
and additional options.
So when someone books an
appointment, it will then notify
them through these channels.
So I'll send them an email going,
Hey, you book an appointment
or in app, SMS or WhatsApp.
And to do this, if you see one you
like for any of these and you have
appointment booked, uh, status confirmed,
cancellation, reschedule, reminder,
follow up for any of these, you can just
click this little pencil right here, come
right in and just click enable come in.
In app enable come in.
SMS enable WhatsApp.
You have to be connected to
WhatsApp I the videos on that.
But you just click Enable then when
someone books your appointment,
it's gonna send them, that reminder.
So very important to send out
notifications so it works smoothly.
And that's very easy.
You just pick what you want.
And guys, again, if you do
not see these, you're like, I
don't have SMS and WhatsApp.
That is the feature that
I talked about in labs.
So make sure you add that if you want more
advanced, but it should already be added.
This, you're gonna wanna have turned on.
This is gonna be letting Google
and Outlook send their emails too.
Trust me, they have higher
deliverability than anyone.
Leave that very important.
Then right here, you can assign context
to respective calendar, team members.
Each time an appointment is booked.
If you toggle that on, you can also skip.
You don't have to have that though.
Then you can allow cancellation of meeting
or you cannot, if you don't want anyone
to cancel, if there's payments involved.
Then cancellation links, which
you can, you can pick right there.
So this is basically all to
do with notifications and
them getting verification that
the appointment went through.
And it's really great that they added
SMS and WhatsApp to here because before
you had to use automations to do that.
Now you can do it all in here,
which saves us so much time.
So now we click save and we're
gonna move on to the last
part, which is customizations.
So right in here, you can add
a calendar cover image it's
just gonna go across the top.
You don't have to though, but
you would just click upload,
pick where you want it from.
Then you can pick the style, of the,
uh, the widget, which I leave as neo.
It looks better.
But then in here you can
tweak the way it looks.
So watch this.
If we come right here and
we click preview widget.
This is what your calendar looks like.
Okay.
But if we come here and we go,
Hmm, I wanna make this black.
Okay, we preview widget
again, and now it's black.
But we go, Hey, I wanna make this red.
We preview widget and it's red.
Now.
You would never want that.
It looks so bad.
But the idea is you can
do that if you want.
Free will is an interesting thing,
but you can put whatever you want.
You can also mess with the button
text, which is what happens when you go
through here and you click and you put
in an info, it'll say submit meaning
or whatever you want, um, and you just
edit all this the way you want it.
So that's pretty much it.
We're gonna reset to default because
that looks super bad, but you can edit
the customizations the way you want.
Once you have it all looking the way you
want, all you're gonna do is click save.
So that's how you build
a calendar in depth.
Now here's the thing.
Okay.
Once you build a calendar, like I
said before, they're all very similar.
So if we come to service booking,
you'll see, we'll just do test.
I'm just gonna show you what this is like.
Um, perfect.
And we're gonna go to advanced settings.
It's very similar to what we had before.
I mean, you'll see it's
like the same thing.
The same thing.
It's just a couple small
tweaks that you change.
It's the same builder though, and
that's why I'm showing you this guys,
is that it's very, very similar.
Like I know a lot of people see
this and they're like, it's six
different types of calendars.
This is insane.
It's not.
They're all very similar.
And once you get one, you just
make the little tweaks by reading
these descriptions below to
get the way you want it to get.
By the way, in here is how
you edit your calendar.
So if we come right in here,
we can delete our calendar.
'cause we didn't want the test one
and that's how we would delete it.
Then we can edit the calendar.
If you click this, we can just edit it.
You can share the calendar, which is
gonna give you a link to share it.
So if we click this right
here and then we can copy it.
We also can get a one-time link if you
want to just expire, or we can take
this code right here and put this on
anyone's website, not just go high level.
You can put this on any website,
so you can actually use go
high level calendars anywhere.
That's the beauty of this, is you
can take this and put this anywhere.
It's like Calendly.
It's actually better, but all you
gotta do is copy and paste it in the
code, and then you're good to go.
And then from there you can also
troubleshoot your calendar, which is gonna
bring you to a page that looks like this
and you can come through and test things.
So that's it.
That's how you build the
calendars and edit them.
Then over here we're gonna have groups.
So this is really interesting.
This is basically a way
to group your calendars.
So if we come in and we do group
one, okay, and we'll just do G
one, pick the template widget.
. We'll do 15 and we click create.
What's gonna happen is we now
can come right in here, we can
edit the group, and then we can
add the calendars into the group.
So once we click this, you'll now see that
this group has two calendars, and it's
just a way to keep everything organized.
If you have a bunch of calendars,
that's all groups is, and that's how you
build them very simply, just like that.
So then once we have all of our calendars
dialed in, we then have a service menu.
So all these service menu is,
is a place where you can see
all of your service calendars.
This is what it looks like live.
This is for the hair salon.
You'll see it's all of the different
services you have listed with
prices where they can book, and it's
just a layout of all the services.
That's like a strict service calendar, but
that's what the service menu is gonna do.
And to create these, you just
click add new service menu.
You're gonna put your name in,
so we're just gonna do test.
Okay?
Test, test.
I'm just walking you through this
because I already have this all set up.
Okay.
This all looks good.
We're gonna click save and
then you'll see right in here.
When we click services, we would just
add any of the services you have.
Very similar like that.
If you have a service calendar, which
is that sixth option on the calendars,
and you'll just click ad service, ad
service, ad service, and then you're
good to go and then you can arrange
them and from there you're done.
It's super simple, guys.
Again, it's gonna end up
looking something like this.
You just plug it in and it's a menu
for all of your service calendars.
So that is all the service menu is.
Questions on that guys'?
Drop down below.
Then we have rooms and equipment.
The vast majority of people are
probably not gonna use this.
This is if you have places where you're
using certain equipment in rooms.
So for example, hair
salons, you have chairs.
Okay.
Certain people sit in certain chairs
and watch that chair, or they watch too.
Very important.
So you wanna have like, okay,
in this room or chair we have,
Teagan, who's cutting the hair?
Then we have Zoe over here who's
cutting the hair well in that room.
Okay?
They might have two different chairs,
but you don't want people, you know, that
we're supposed to be in this chair to
be in the chair from the other person.
No, that sounds kind of confusing,
but it's basically a way to
organize the flow of operations.
This could be for massage tables,
a basketball gym or whatever.
It can be any sort of room.
And to add these, you just click, add new
room, name, description, total capacity,
and pick the exact calendar you want
to add to, and then you're good to go.
Equipment is similar, scissors.
Hammers, whatever.
You just come in, you add new equipment,
and this is just to keep everything
organized If you have certain tools
that have to be used by certain people.
But I'll be honest, a lot of you guys will
not be using either one of these, okay?
Some of you definitely will, but a lot
of you guys are basic service businesses.
You don't need it.
So that's it guys.
That's all the customizations to do
with calendar, so you can make them
as in depth as you possibly want.
So then we're gonna
move up to preferences.
Okay.
When we click preferences, this is
just gonna be some basic things to do
with your calendars across the board.
So when do you want the week to start?
You'd pick the exact day you want it on
then we have services.
So these are the service menu rooms,
equipments that we talked about before.
If you don't want these to show
up, we would just click this.
We would click save preferences, and then
what we do is we come back to calendars
and you'll see that they're not there.
They disappeared.
We come back to preferences,
we toggle these on.
And guys, this is just, if you're
not going to be using that at all.
Some of you guys aren't.
So it just cleans everything up.
Now you see them, so
that's all that's gonna do.
Then from there, you pick the exact
language you want, time zone, and again
week to start on and when you're done
you just click save preferences and it
will save exactly the way you want it.
Then we're gonna do is we're
gonna move on to availability.
So this brings on another update with
high level, which some of you guys may not
know, some of you may, which is schedules.
So essentially what a schedule is,
is it's a fixed availability schedule
that you can apply to all calendars.
So before, what would happen is you
would come in, say you had one user that
was, you know, connected to a couple
different calendars, you'd have to
go in and change it on each calendar.
Now you can have one schedule that
you can add to all the calendars.
Okay.
If you guys have any questions,
please drop me in the
comments down below on this.
'cause this is a new feature.
I know it's confusing some people.
So you pick between users.
Okay.
And then you can create
schedules by clicking this.
And again, let's do new schedule, let's.
We create and you'll see it shows up here.
And then here you come in and you just
pick the exact hours you want and then
it's gonna be that schedule, and then
you can apply that to all calendars.
Okay?
If that's confusing at all, just let me
know because this is gonna be something
that's gonna save you a lot of time in
the future, which is just simplifying
all of your availability with schedules.
Then what we have is we have
connections, so this is where
you're gonna add stuff like Google
Calendar, outlook, iCloud, Calendly,
all this stuff through here, zoom.
Remember we talked about this earlier?
You're gonna come right in if you wanna
connect your Google calendar, okay?
To have it synced up and you're just
gonna click connect and it's gonna go
through and it's gonna connect it for you.
That's how it works.
And you do this for any of these,
and this is how you're gonna get that
proper syncing into your meetings.
So like if you have a meeting.
We're always doing Zoom
calls or Google meets.
When you connect these, it will
create a new meeting ID every time.
Super handy.
And that works when you connect
these with your calendar.
So all you gotta do when you
want these is click connect.
It's gonna take you to your Gmail.
I'm not gonna go through it 'cause it
literally is like totally private info.
Um, but you just click it and follow the
exact steps to get your calendar plugged
in, and from there you're good to go.
Then we come into video conferencing.
Okay, this is the Zoom, the
meetings we talked about.
It was just right before, but
they have a little tab for it.
And then Google Organic booking,
, is if you're running ads and
doing extra stuff like that.
and then up here, you pick the
staff who you want to connect it to.
So if we're doing Declan the Wizard,
we come in here and we might want
to connect my Google calendar.
Ooh, I gotta connect it.
But now we want to connect Greg's.
So they're different.
It's connecting for each user.
'cause you don't want to connect
the same zoom meeting for the
same person on the same account.
It doesn't really work that way.
So you pick exactly the staff you want
and then you would just connect as is.
And then from there you're good to go.
And your calendar inside of
high level is fully set up.
So that's how you create calendars
and everything to do with calendars.
Now we got two more parts before we wrap
this up, which is one is going back to
calendars and being brought to this view.
So now you see in here, you
go, oh wow, look at this.
This is my calendar.
This is like the calendar
that we talked about.
You're gonna see all your
appointments right in here.
Then you have appointment list view, okay?
Which is gonna show you all of
the appointments lined up so you
can see what's going on there.
Then if we come to calendar view,
you can always click new and you can
manually add appointments in right here.
So this is a way to do it on the fly.
If you're gonna, you're like, oh
crap, I gotta quickly add something.
This is where you do it.
You gone through, you put the name,
the title, the team member, the time
book appointment, and it will pop up.
Right in here.
So if you wanna see what it
looks like, I'll show you.
So if we come right in here,
we click this, we do test and
we click default wizard, and we
come and click book appointment.
We're gonna Declan the wizard,
we're gonna book appointment,
we're gonna come back out.
And right there, we click it and you now
see the appointment right there, our test.
And you can click the
appointment and edit it as is.
So again, this is where you're gonna
see all of your appointment info.
It's all right through here.
And again, you can click it and
edit and do whatever you want.
Clicking calendar settings is
where you build the calendars.
A lot of people get this really fuzzy.
So that's what we see if
we come to Pointless View.
You'll see right there.
Appointment list s can have all of
your appointments lined up so you
don't have to be like hoo looking
through and checking it out.
So now that you understand everything
to do with calendars on desktop,
and you're like, okay, I'm now
a go high level calendar pro.
We have one last part, which is going over
calendars on the go high level mobile app.
Which has also recently been
updated, so let's check it out.
So the first thing you're gonna wanna
do is come to your App Store, whether
you're on iOS or Android, and you're
gonna wanna look up Lead Connector.
If you don't already have that, you
want to download it and log in with
the same login information that
you have on your regular account.
So we're gonna click open.
And then you're gonna be brought to
a page that looks just like this.
So we're not gonna be going over the
in-depth app tutorial, we're just gonna
be over the calendars part in here
because I have other videos on this.
Um, but there has been an update.
If you haven't seen it and
it's in labs, you should have
it at the time as the video.
But if you don't, you
know where to see it.
'cause I talked about
it earlier in the video.
But we're gonna come to calendar
and it's gonna show you a bunch
of different stuff you can do.
So first things first, if you
want to quickly add an appointment
on the spot in your calendar.
Like asap, you would click this
little plus button, click schedule
appointment, click the exact contact
you want and go through all of
this and book the appointment.
Okay.
Putting in the time zone, the date, put
everything you want, and then click save.
And it's gonna take you through
to a book, the appointment and
can say appointment scheduled.
And it'll be very simply just like that.
And it's gonna take you through it now.
We have a couple different
views we can look at.
On the mobile app, we
have the monthly view.
Okay?
So if we come right here, you're
gonna see any sort of appointment
that's been confirmed right there.
You can just click around the days to
see what days have what Again, you can
click the appointment to, to tweak it and
edit it by clicking the pencil up there.
But then what we have too is we have
the weekly view, which is pretty cool,
which we come into weekly and it's
gonna show you everything we have
in the week, and it's gonna show you
the appointments at what time, when.
Super handy guys for really
getting that like visual Q on.
And then we come down here and we
have list view, and this is just
gonna show you all the appointments
you have booked, just like that.
And then very simply, if we click up here,
Greg's Plumbing Pros, we clicked out.
You can select the exact sub
account you want to if you
haven't been able to find that.
But that's how you use
the calendars on the app.
It's very simple, it's very
straightforward, and it looks clean.
It looks good.
Um, and it's very easy to use.
So again, if you guys have
any questions on this side of
the mobile app, let me know.
Um, 'cause this is how you're
gonna use calendar in the app.
And, and what's really good
is that if you have a client.
Okay that wants to constantly be
looking at their appointments, you
know, chatting, doing all this stuff.
I recommend you get this lead
connector app so they can see it
and be like, oh, got an appointment.
'cause think about it this way, the
more times they're getting notified
of appointments through here and they
can see the better your services are
doing, which makes them look better,
which makes you look better, which
often helps them pay you longer.
So we just wanna think
about it the right way.
So that's it guys.
That's how the calendars work
on the go high level mobile app.
by the end of this video, you will be a
wizard like me on the contact section.
And this is so important because
contacts are the lifeblood of high level.
And many of you guys are leaving
so much money on the table by not
even actually understand this.
You're going to go right down to contacts
right here and you'll be brought to
a page that looks just like this.
the first thing I want to do is
show you what you can do with the
contacts tab and why this is so
important that you learn this first.
Contacts are the lifeblood of GoHighLevel.
They enable almost every
function in GoHighLevel to work.
Learning about contacts first will,
by default, enable you to learn Many
other functions in GoHighLevel because
they are essential to how a CRM works.
With Contacts, you will be able to
learn and do database reactivation,
email marketing, SMS marketing,
reputation management, getting
reviews, mastering the GoHighLevel CRM,
referral campaigns, client retention
campaigns, and so many others that
I could not fit on this list because
it would just be slide after slide.
I'm going to repeat myself.
This is one of the most important
parts about high level, because
once you learn this, you really
understand how everything works.
Automations work better.
The calendars work better.
the whole go high level CRM opens up
once you understand the context tab.
I cannot tell you how many people I talk
to and coach that have no clue about this.
They're like, yeah, you
know, I understand context.
And then I asked them a
question and they have no clue.
And I'm like, if you just understood
this one part, your whole CRM would
fall together and you'll do much better.
Learning this will help significantly
reduce client churn, meaning you will
keep your clients paying you way longer.
Again, very important.
You have to pay close attention to
this video because if you get this
juiced into your head, this will
improve your SaaS agency, AI agency,
whatever you're using by so much.
So please pay close attention because
all this stuff can really be unlocked
once you learn the contacts tab.
by the way, there is a boatload
of money in these things.
this is high dollar value right here.
You learn this, you master it.
Money is most likely
going to come your way.
Let's jump right in.
So you're going to come right into
high level, go into the contacts tab.
I'm going to do this
tutorial from bottom up.
we're going to start down here.
We're going to move to this bar.
We're going to move to this bar.
We're going to move to smart lists, and
then we're going to move just up here.
So you understand everything.
first is your entire
contacts list, down here.
if you have, hundreds, it'll
just have pages to go through.
All this is, is your contacts database.
So for example, it would be names, phone
numbers, emails, all stored right here.
you can see every single customer
client, employee, everything as far as
clients and leads will be right here.
So you can see everyone.
the first thing you have is
the individual contact itself.
So we click my name right
here, Declan O'Reilly.
You're going to see a whole
list of different stuff.
And a lot of people don't even
understand and don't utilize this.
This is amazing.
So you have every personal bit of detail
on them, name, phone number, all that
good stuff you have, where they're
at in courses, you have everything.
You can even add them to courses.
Can you add them opportunities?
Every.
data point on a contact is right in here.
Then over here, this is really cool
because you have an activity log.
So you can see where every single contact
is in high level and what they did.
So did a contact go to your website?
Did a contact fill out a form?
Did a contact book an appointment?
And it will literally give you
a step by step process of Every.
Single.
Lead.
Really important, quick,
quick, preview to the future.
This is how chatbots are going to
crush in the future and AI agents,
because it's going to see the
whole journey and path from where a
lead came in and where they're at.
And you'll know exactly
what they're going to see.
The CRM isn't just magical, isn't
just no basic stuff by guessing it
knows because it has data points
on where every single contact went.
here too, you have tasks.
So what tasks are, you know, on this
contact coming here, you have notes.
So, you know, any sort of basic
data points about a client.
You have anything with
calendars and appointments.
You have anything with documents
that they sign a contract.
You have all payments.
And then you have associations, which is
part of custom objects, which is huge.
This is a new feature.
It's going to be big for the future.
But this basically is just an entire
list of data points on each contact.
And to access this again, you just
find the contact you want and you click
their name and it brings it all up.
So then you can understand
the entire format.
Of that client.
So once you understand the
context and see, where they're at.
We then have the first bar, which is
right here, which this is just how to
segment and order all your contacts.
the first thing will be columns.
this is a way to order.
So if we come right here.
We get rid of, let's say,
phone, see it gets rid of it.
We get rid of tags, it gets rid of it.
We add additional emails, it adds it.
We add additional phones, it adds it.
You just click these on and off.
, it adds it.
Whatever you want.
You can click them all off if you
want and you only have those bars.
But the columns is just a way to
basically Segment said list said
leads, whatever that way you can
see, okay, what do I want here?
I want emails.
I want phone numbers.
And I want, favorite Pokemon game,
whatever you want You add it right here.
That way everything is
broken down into columns
And again, to do this, you
just click these on or off,
and it will do it right here.
and again, to do this, you just click
columns, toggle which one's on off
by clicking the button, and then you
have filtered it the way you want.
Then, after that, we have quick search,
so this is just a way to find people.
So let's do Declan.
Boom!
All the contacts with Declan.
So you can now see what that contact is.
This is just a quick way to find a
contact if you're looking for them.
over here, we have more filters.
this is a way to filter the contacts.
this is how we're going to create
smart lists, which we're going
to get to in a second, but let's
say we want to do just by tag.
So we're going to do tag is hot lead.
And we click apply and it's
going to bring all the contacts
that have the hot lead tag.
So this can really be
whatever you want it to be.
you have first name, email,
I mean, you literally have
everything you could possibly want.
And this is how you're going to create
a smart list, which again, we're going
to get into in a second, this is really
great for just filtering how you want
the context to create a smart list.
and again, you just come right in here,
you click this, you just pick what you
want to filter by, what email you plug
an email, whatever you want it to be.
And then it's going to filter all
of these by a certain data point.
And then you can create a smart list.
Off of that.
So now that you understand these and
you understand how to, segment it.
and you understand, how to filter and
segment and do stuff with the columns,
we now have all these quick features,
which I'm going to show you right now.
So the first thing right here is
how to add a contact manually.
You just click this, you put in
the first name, we'll do test.
We'll do last name.
Test will put email
test 12345678 at gmail.
com and you put in whatever features you
want your phone number data points and
you click save and you see it'll pop up
right here We now have a contact created.
very simple.
You just follow along
and put in your info.
Then right here, we'll
add pipeline change.
if you go over here into opportunities
and you have your pipeline set up,
you can automatically move manually
and you might not wanna do this
'cause it takes a lot of time.
Manually move a contact to another
opportunity you can pick the pipeline
click the stage, add the name, the
source, the lead value, and click
add update opportunity that's going
to come right in opportunities and
manually update said contact in
the pipeline of the opportunity.
So you move it through and again,
that's just a manual way to do it.
It's like this, we come right up
here and and this is how you can
add an individual contact to an
automation or workflow you have set
up by the way, automation workflow.
Same thing we click.
Okay, proceed.
We pick appointment reminder.
We would put, the action name.
Again, there's a million
different ways you could do that.
And then you just click add to automation
and this will take this lead and go right
into the automations and add them in.
And it's as simple as that, you just
plug it in and you can now add any
of your contacts to an automation.
So now what we can do is we can send SMS.
we click the lead.
click send SMS, and this is a
way to send one SMS at a time.
or multiple, you could go, you
know, I want to send it to this guy.
I want to send it to this guy.
I want to send this guy.
I want to send it to this guy.
I want to send it to this guy.
And then it would send
bulk, or you can do one.
This is just a quick way to do it.
You would click this, click okay,
proceed, put the phone number in the
exact test message, the action, send
SMS, and it will immediately send an SMS.
To all of the contacts, you select it.
Same thing with email.
Select what you want.
Do you want one?
Do you want many?
Click this right here.
Okay, proceed.
pick your email template, or if you
don't have one, you just skip that.
Your name, the email you want to plug in,
the email subject, the body of the email.
How you want to send it, put the
action in and click send email
and it will immediately send this
is just a quick way to do this.
It's like a fast, link.
you can just come in as opposed to setting
up a workflow or trying to send in bulk.
You'd be like, okay, I need to send one
to Desmond, Amanda, Rebecca, Chanel.
Let me just quickly
select them and send it.
Once you have that, you can also
come in here and manually add a tag.
So you have all these selected,
You pick the exact action name.
adding tag or whatever you want,
You get to pick from your tags.
let's do hot lead.
we'll click that and we'll do add tags.
boom, look at that.
All of the hot lead tag was added
simple as that then we'll come here.
We'll click this, this,
this, this, and this.
And we're going to go, okay, what's this?
Remove tags.
We're going to come right in here.
We're going to click remove
tags or whatever you want.
remove all tags, but we're just
going to click the hot lead.
We're then going to click
remove tags, dismiss.
And refresh
and look at that all the tags are gone.
How cool is that?
Now, if we want to delete a
contact, we would click this
or click as many as you want.
you can click this right here and it
will select all of the contacts you have.
we'll just click this and we're going
to go right up here to delete contact.
We're going to do follow this
exact thing because we want
to get rid of this contact.
We're going to click delete.
We're going to click dismiss.
We're going to refresh.
And look at that.
It's gone.
So that's how you delete it.
then we'll click some more of
these and move on to this one.
This is send review requests.
so if you're trying to get
reviews for reputation management,
you would click okay, proceed.
And you don't exactly want to go right
into automation, you would just click
the exact request you want set up.
Put in the action name
and send a review request.
And what this is going to do is it's
immediately going to text, email,
however you have it configured
back in reputation management.
I have full videos on that.
. And it's going to send them a bunch
of requests to say, Hey, please
review for my Google business profile.
Please leave me a review for Facebook.
Killer for reputation management.
again, there's other ways
of doing that, but this is a
quick way to immediately do it.
Then right here, we have export contacts.
So this is if you want to get rid of
contacts, meaning like you pull them out
of high level and put them somewhere else.
So we click that button.
We click export, export all contacts,
and then put them in a CSV as a
downloader, this one is the opposite.
You're going to click import contacts
and follow this basic guide, which is
going to be, you start, you're going
to upload, you're going to map them.
So in which fields, then you're
going to verify which ones
you want and then click next.
this is how you bring in a list.
So again, this one's really
important because a lot of
you guys have this question.
if you are importing a list to go
high level, you would just come
in and follow this exact steps.
That way you can be like, okay.
Do I want a list?
Yes, I want a list.
Lists are very important.
You reach out to your customer, they
send you a CSV via email or however, and
you click this and you follow the steps
and you import the CSV into high level.
And now you have all of
their contacts added in.
Super easy, super straightforward.
Then over here, we're going
to have add edit company.
so this is a way where, as opposed
to just building my contacts, you can
filter by business entities and you put
an action name, you select the company,
by the way, we haven't done this.
We're going to go over to the second.
It's this little tab up here, but this is
a really good way in case you have a bunch
of businesses and it's not just lead.
You have multiple organizations
within a sub account.
you can add, let's say John's plumbing
or Dave's HVAC, whatever you want.
You would just click it
and add it in right there.
There right here.
This is bulk WhatsApp.
So just like I showed you over
here, you can select all or pick
individual ones and send a quick
email blast or a quick text blast.
You can do this with WhatsApp.
So how cool is this?
So you pick the exact WhatsApp number,
the WhatsApp message template, by the way,
Full videos on this, if you're confused,
the action, and then you click confirm.
And what this is going to do is this
is immediately going to blast all of
the people for WhatsApp, all of the
WhatsApp contacts you have and  and that
will immediately message all of them.
You could ask them for reviews,
send promos, super awesome.
Such a good feature that they added.
you can do that very easily, I also
have videos on everything, WhatsApp,
WhatsApp, chatbot, WhatsApp, review
campaigns for reputation management,
some really cool stuff like that.
basic stuff like that so you can add it.
And then you can just gather
800 reviews for WhatsApp.
And then right here, merge up to 10
contacts is a good way to get rid of
duplicate contacts, to put contacts on one
and consolidate if you have a ton of them.
So that's the entire second bar.
So now that you understand how to
filter all of the quick actions,
we move on to the smart lists bar,
which is one of the focal points of
the context tab, which is amazing.
So all a smart list is,
is a list of filters.
On the contacts where you can quickly
go in and quickly send a message.
So for example, if you want to
create a smart list on, let's
say the missed caller, hot
lead, tag, you would have that.
So everyone that has that tag,
you can immediately just click
this and then just go set.
very helpful, very straightforward.
So what I'm going to do is
show you how this works.
So you then have, a simple way.
To just quickly blast people.
Trust me, this saves you a ton of time.
So to create a smart list, all
you're doing is adding filters
and then saving the smart list.
Again, I'm going to walk you through
this, but this is really important.
All a smart list is, is saved filters.
That's it.
It's not some magical
thing from the ether here.
So we'll come right in here and
we'll go, let's pick filter.
So we're going to come to tag.
That's a classic one.
So we're going to do tag is, and
there's so many options here.
we'll do hot lead.
So we're going to click this.
We're going to click apply.
So what it's going to do is
it's going to bring all the
people up that have that tag.
And this could be everyone that has this
email, everyone that has this opportunity,
whatever you want, it'll bring all
the people that have that in common.
And then you go right down
here and this applies for.
Everything, whatever, you know, thing
you want, it'll have this little thing.
Once you apply and you click save
as smart list you'll name it.
So this is going to be hot lead and
we're going to click save and boom.
How cool is that?
So now we have a smart list.
So what we can do is we can
come right in here and go.
Hot lead and it brings up all the people
taught Lee and that's called a smart list.
So it's saved filters right there.
So you don't have to keep coming in and
going, okay, this is the filter I want.
And you have to, you know, go
through it and waste a lot of time.
You just can immediately come in
and click it right off the bat.
What's cool about this too, if you're
using automations or email campaigns,
whatever you're doing, what you can
do is you can send to smart lists.
So in emails, you can just
click smart lists and it will
just send to a smart list.
Smart list is one of the most
powerful ways to segment.
Groups of leads and have things automated.
This is just some advanced stuff for you.
But when you start using smart lists
properly, you can set up automations
going whenever this guy gets sold or is
a new leader gets bought by X, Y, and Z,
it will send them into the smart list.
The automation will put people on
a smart list depending on whatever
you're trying to do, selling,
adding, upselling, whatever.
And that way your smart lists
are growing on themselves.
This is great for communities too.
That way you can have automatic lead
gen campaigns or whatever where your
hands off, you save all of your time
and the robots do the work for you,
but you have to segment my smart list
so the robots know what's going on.
So again, I'm going to walk you through
this to just show you how to build this.
We're going to come right in here.
We're going to do more filters.
this time.
We're going to come down here and pick
something different as opposed to tag.
We will do pipeline.
So we're going to do is pipeline two.
So we're going to pick that.
We're going to click apply.
Boom.
We got Chris trees and Melissa.
In this smart list that
we're about to create.
So, again, I put in the filters.
Okay, We see the people that
are connected to this pipeline.
And then we click save as smart list.
Once we click save as smart
list, we will do pipeline dose.
And then we click save.
And boom, now we have this too.
So we can come right in here,
And we click this right here.
Pipeline two and hot lead.
How cool is that now that we're on this?
I just have to show you this really fast.
You have all your smart lists and
you're like, this is really cool.
I love this, but how do I
delete these or edit these?
You'll come right up to manage smart
lists and it will give you a list.
Of all of your smart list.
what you can do here, which is
really cool is you can move this.
So we want hot lead first.
Oh no, no, no.
We want to Holly second.
you can edit them right here.
What you can do is you
can copy the smart list.
we'll click copy.
We'll do pipeline to copy boom.
We now have trace.
Then we come right in here
to move that to the side.
You can edit smart list name,
name it whatever you want, and
then you can delete smart list.
we don't want smart list anymore.
We're just going to delete this one
and we're going to delete this one.
we're only left with one.
manage smart list is
how you manage all of.
Your smart lists.
You can delete, edit,
copy, whatever you want.
So now that you understand how the
contacts work, you understand this bar
and how to segment, you understand all
these quick actions, you understand
smart lists and how to manage them.
We now have this final top
bar for you to understand.
So the first thing is bulk action.
So all this is, is any sort
of bulk actions you've done.
watch, I'll show you one right now.
This would be a bulk action.
We click these two and we delete them.
Okay.
We don't want these to get out of the CRM.
We click delete.
We click delete.
We dismiss.
And then we come into bulk
actions and you'll see right
here, February 11th is exact time.
Boom.
Just delete it.
All books actions is every
single thing you've done.
So you can see a data log
and of what's going on.
So you're like, okay.
Where did that lead go?
how did that phone number get added?
You come to bold actions and
you'll see what's going on
here, which is really cool.
That brings me to my next point, which
is restore go out of this feature
because people were deleting contacts
and getting really disappointed.
This is a way to restore your contacts.
So remember, we just deleted Amanda
Reynolds and Desmond Denethor.
We'll go, we want these
awesome people back.
So we click these right here.
Okay.
And we click restore.
We click confirm these contacts
that were just previously deleted.
We're going to refresh this
and look at that.
They have been resurrected.
So they're back.
So restore is just a way to get back
contacts you deleted, which is very
handy This is any sort of tasks you
have on someone's you can be like, okay.
Right here.
Mary Goddard at 5 p. m. on
Tuesday needs to build a website.
This is basically like Trello or one
of these project management softwares.
This just adds a way for you to add tasks,
which is like making people do certain
things in a high level, which is like
employees and other stuff like that.
So you put the title in,
the description, the date.
Is it a recurring task?
You can pick the contact you want to add
the task to and then assign the employee.
That way you understand
exactly what's going on.
you can assign people, real data
points and make them do work.
And that's just a good way to
basically keep employees on task.
And you understand
exactly what's going on.
Companies, we talked about this earlier.
This is a way, for you
to filter by company.
if you have multiple organizations within
one sub account, you would come in here.
The company name, the phone, the
email, the website, you put in all
their basic details, click save, and
then you'll have a company in here.
And that way, when you come back
to smart lists and you can see
right here, add, edit company, and
you click these, you'll be able to
add the company to the contacts.
So now that you've gone through
all of these, last but not least,
you have this little cogwheel, and
this brings you to custom fields.
I have a full video on this, so I'm
not going to go really in depth on
this, because it's actually simple.
These are just the fields you can have
within all of high level that are custom.
for example, if we come back
to contacts, these are fields.
you may have one that's different.
like favorite Pokemon card that
doesn't exist in high level or
favorite soccer team or favorite
UFC fighter, whatever you want.
That's a custom field.
this can be literally anything you want,
but they don't have these in high level.
So when you come here, you can add it.
you just do add field, click single
line whatever placeholder that works,
we click next and add the field name.
Pokemon, I don't even
know how to spell Pokemon.
Card, pick a custom object, click save.
we're gonna do contact, click save.
Now it's been saved, if we come
back and have, a field we want added
here, and then we come right in here.
We come to columns We scroll
down, aha, favorite Pokemon card.
Now look at that.
Isn't that cool?
We now can filter by
favorite Pokemon card.
Again, the reason this important is
not that a service based business
needs to have this, but you can have
whatever you want in high level.
That way you can add literally.
Anything That's just a great way
to further segment so you have
everything you could possibly need.
So that's the contacts tab.
Again, very, very thorough on this.
This is so important.
I'm going to reiterate this.
You gots to learn this first.
So many people, they're like, I
want to do reputation management.
I want to do automations, but they
don't even understand how contacts work.
And then they have all these stupid
questions and they lose clients.
They lose money and they stay broke
wages because they don't understand this.
You cannot call yourself a go high
level preneur or a go high level wizard.
If you don't understand contacts, it
is the lifeblood of go high level.
The first thing I wanna do is
explain what this is, how this
works, and what's in this snapshot.
So what we're doing here, is we are
automating your sales pipeline, and we
have a snapshot to do a lot of this.
So the goal of this, is to have a sales
pipeline with these automations so that
when someone comes into your business,
it immediately puts them in here,
The new lead, puts all the info
you want in them, and then every
time they go through a stage it.
Moves this automatically.
it's automated.
You're not having to go in and
manually grab the opportunity and
drag it and put this stuff in and
go, okay, it's now in contact.
no, wait a minute.
And then you're kind of freaking out.
You're confused and it's
a lot of time wasted.
What you want is a pipeline that
is fully automated, so you can just
come in And do what you do best,
which is just, closing deals and
everything happens automatically.
This will save you an unbelievable
amount of time, I created this
video because so many of my students
and people from YouTube were
like, I'm missing out on sales.
and I took a look at a lot of
their sales processes and even
their client sales processes.
And let me tell you, they were
from the dinosaur age, like we're
talking prehistoric, Jurassic Park
level stuff, like it was so bad.
Everything was manual.
They didn't have proper stuff
set up in this, okay, with these
automations right here, here, and here.
You are getting the building blocks
to automate anyone's sales pipeline.
This is something guys, I'm telling
you right now that you can do for your
clients also, that will keep them paying
you time and time again because it's
so valuable to have a sales process.
Okay?
So what I'm going to do.
Is, I'm going to unpack this snapshot.
Okay.
All of these automations and how
this works, and then really show you
that you can do this on any sales
process really anywhere with high
level and just save so much time.
'cause I'm telling you right now, a
big thing too, and this is just a small
thing,  They don't even have their
opportunities come into a pipeline.
So they don't even know
where their sales are at.
We want to demystify that
and we wanna get rid of that.
So the first step, okay, is unpacking
this snapshot that, by the way,
is yours free down below, not even
asking you to be my affiliate.
It is yours free.
And then basically showing how you can
tweak this rubric I've created to really
mix and match with any sales process.
Okay.
So first things first.
This is the pipeline.
Here you have new lead, contacted,
booked, closed, and lost.
And you can add more stages, I'm
gonna show you later, and really how
to make this fit your sales process.
But this general building block
is gonna be perfect for anyone.
So the first real step in
this process is having leads.
Okay?
So when someone you know,
submits a form or does anything,
they come right into New Lead.
And we do that with this one, Which
is stage one new lead, and that
is this automation right here.
The first thing you wanna
do is define your trigger.
So every business is different, okay?
But most businesses will have a form
submission That could be a Facebook form
submission, a TikTok form submission.
You can add trigger and you could do
Facebook, and you'll see right here
it says Facebook Lead form submitted,
and you can add this in, and you can
do this with so many other lead forms
where as soon as someone fills it
out, it's immediately going to come in
okay, to this stage, which is critical.
So first things first, you wanna go in
here and you want to make sure form is.
Whatever form that you're using.
It could be your website form,
whatever form you're using.
You want to click this
right here and select it.
Then from there, you want to come down and
make sure that right in here, you click
in Sales Pipeline and you click newly.
This already should be filled
out in the snapshot, but just in
case it isn't, or you're adding
extra stuff you want, put this in.
And by the way, I'm gonna demo this at
the end of the video to show you how clean
this is, but the whole goal is as soon as
someone submits a form, it brings them in.
Plugs them into this pipeline, creates
the opportunity, and then immediately
sends them an email, which could be a
welcome email and a bunch of other stuff.
you're gonna wanna make sure that
you have the proper email sent out.
Again, I don't know what you're doing.
That's, you know, up for you to decide
your sales process and drop a comment
if you have any questions on this.
But you put in your name, your
front email, and you plug in the
exact email, which would be like,
welcome, new lead, blah, blah, blah,
whatever your sales process is.
And then from there, this is
going to lead us to stage two
in here, which is contacted.
So when they come right into here,
they will automatically be moved here.
If they come in here
and the email is open.
Okay.
Really important, and you can kind
of change this slightly, but you
want your leads to automatically
move based on certain events.
That way you know who's hot, okay,
who's a hot lead ready to buy with
intent, and who is a cold lead?
That needs to be followed
up with multiple times.
So as soon as the new lead comes in,
okay, this email gets launched and
it moves into stage two, which is
contacted that is, if they open it.
Okay.
It then moves them to content.
So if we come right in here, it'll
be, email, trigger, email opened,
and the event will be opened
and then you'll do in workflow.
And then pick S one, new lead.
The SRD should be set up, but just in
case it's not, make sure it does that.
And right down here, it's
going to come in, it's gonna
go into the sales five button.
It's gonna move them to You guessed it.
Contacted.
This is so important to know where
your leads are in the sales process
Now you can tweak this slightly.
Your event may be different.
It could be replied to email all kinds
of different stuff, which you can just
click right in here and you can play
with the events right in here so that
it just dependent on your sales process.
this is like.
So important because so many people,
in their pipelines, they'll just
have new leads and they don't know
if people are taking steps forward
or steps back, and they're losing
sales because they don't have this
automated, and then they're manually
going through and going, well, I think
John is qualified, but I think he's not.
Here's the thing from
here, from contacted, okay?
In your sales process, depending on
how many follow-ups you have, which
we're gonna get into beefing this
up later, so just hold your horses.
But once this is contacted and say
they booked a call, 'cause you have a
follow-up system, sending them emails.
That is going to move on.
Number three, which is booked.
So once they have booked a call, okay, it
is then going to move them into booked.
This is really important because
this is one of the things that
really determines that they are hot.
Lead or not.
Because if they're not a hot lead
and they're just in the contact
to say, you're not gonna know.
So as soon as you send out the email,
the SMS, it's like book your call.
Once they book and it's
gonna come right in here.
Trigger is in calendar strategy,
call whatever calendar you
have, and they book it.
It's immediately gonna come down and
automatically move them to booked and
that is going to really start determining
what leads are hot and what are not.
once they are booked, Which is
a big event, you're then going
to wanna send them a proposal
or however you do your sales.
Is that in person?
Is it Zoom?
Is it a phone call?
Once you do that or you send them a link?
It's gonna move on to
the next stage, okay?
Which is right in here, which is closed.
So if you come right in here, trigger
payment received, you pick whatever
you know how you're collecting payment.
Once that gets triggered and you get paid,
it's then going to move them into closed.
So it's gonna come right back into
the sales pipeline to go, okay,
we sold them, we sold John, and it
automatically is gonna move into closed.
Two really important things first, this
little stage change right here is one of
the most critical One of the big reasons
is that when you move from book to close,
you now have people that are now buyers,
which means they're customers, which means
you can collect reviews from them, okay?
Surveys, sell them more products.
It's a whole new kind of lead, because
remember, when you sell someone, for
the most part, they're not just sold
and done, they're actually a new lead.
Sales 1 0 1.
Now that they come in here, really
important 'cause this brings in
the whole new realm of reputation
management, all these other
services that you're gonna be using.
Then the second really important
part of this is onboarding.
So I'm gonna link a video at the end
of this video that's gonna show you how
to use AI to automate your onboarding.
This is where this is just killer,
because as soon as they're paid
and you send them a thank you and
you onboard them, or whatever your
process looks like, it could be, Hey,
you know, here's how to get started.
Or can you make sure your
toilet's clean so we can fix it?
Or whatever you're doing.
This is immediately how you can bring
them in and then automate this so it's
one more thing that's automated so that
your guys or whatever service you're
working for, all they have to do is
just wait for instructions as opposed
to like going in and then messaging
people back and forth and calling
people, which guys waste a lot of time.
You can then just skip all this,
and then you get straight to work.
when that's done, we move
on to the last stage.
Okay.
Which is lost.
So if you had the call, you
went through and the lead is
lost, and they're like, well.
You know, we didn't want your stuff.
You want a way to move them to lost.
And the way you're gonna do this is
by adding a contact tag, which is lead
lost, which is in the snapshot, okay?
Which you're gonna have to add manually.
This part isn't automated, for
this video, just because everyone's
sales process is different.
You know, leads may say something
different, your sales process may
look different, but once you add that,
your whole goal is to then make sure
that they go into lost, and then an
email goes out and says, thank you for
your time again, all this is already
all set up, but this is important
because a lot of these people, it
weeds the good leads from the bad.
Now these people can always
be followed up later.
If you wanna make sure, but if
someone gives you a hard no, like
I am not interested, I already
have marketing or I already have
this, it's a good way to segment.
'cause a lot of people.
They mix bad leads with hot leads, and
then they all start to blend in, and
then you're contacting the wrong people
and it's just, it's really bad because
you're wasting money and time on emails
and SMS, So really, really important in
your sales process to make sure you are
weeding out those leads that absolutely
do not belong there, and then keep the hot
leads in their own respective categories.
So that is how this
process works very simply.
So now what I wanna show you
is going to the next level.
'cause as you see here, this is
just a basic building block, a
basic rubric, which anyone can use.
But what you can do now is you
can beef this up like crazy.
So the first thing is you can come
into pipelines right in here, and
you can click this right here and you
can add as many stages as you want.
people responding and you want to add
in, responded, if you want to add in,
send review requests, you know, whatever
you want, however your sales process
looks, you wanna add that in here, okay?
Because here's one of the things I'm gonna
show you how to do with this building
block I've given you and this snapshot.
You can take any of these.
Come right in here.
Click duplicate workflow.
And then you have basically the same
thing where you can just switch up a
couple basic things and then you can
just add in as many steps as you want.
'cause again, everyone's
sales process is different.
I can't create a universal sales process.
'cause everyone's in different industries.
Everyone has different stuff,
but it's the same sort of thing.
So what I'm showing you how to do
is I'm showing you how to fish.
You see what I'm saying?
You can use this process
in any sales process.
Then you have it done and dialed.
And if you are niche down, you can
copy this snapshot and then you
have it again and again for every
single business you work through.
So if we come into New Lead, one
of the things you can do is you can
add as many follow-ups as possible.
So you can add this into and integrated
into your official sales process.
So it's like it continues to send
them email, SMS, email SMS, and
you just add that by clicking this
right here and then typing in SMS
or whatever you do right here.
And then that way you
have it fully built out.
and it could be like a, a wait action
where if they don't respond to this
time, sum another thing that way.
It's hammering your leads as they
come in, that way you're making sure
that it's forcing people to the next
stage, which is contacted or replied
or whatever your sales process looks
like, so you can start getting people
and moving them through this process.
Same thing with contacted,
same thing with Booked.
If you're coming right in here
and you're blasting people with
emails, it could be an email saying.
Book a call, which Would basically
force them to book an appointment.
Then that way you're constantly moving as
many leads to booked as possible the same
thing with close, with the trigger pain,
receiving all of this other good stuff.
You can add as many things as you
want or you come in here, copy
and you can just basically plug
these into your other automations
so you can create one universal.
Sales process.
'cause I'm gonna move on to the last
part, which is demoing this now.
So I can just show you how
simple and basic this is.
so now it's time for me
to demo this process.
So first starts up with a new lead, okay?
Which is doing a form submission spread.
Come right into the form you have set up.
We're just gonna do Declan
last name, O'Reilly.
We're just going to do
0 8 9, 0 9 8 8, okay?
We're gonna do email, which
will be declan at com.
We'll do this, we'll do this, and
then we're going to click this.
So now that I've completed
the form, we then go back.
Okay.
We need to refresh the
page, but there it is.
it immediately got pulled in.
To your pipeline.
if you guys are getting a frick load of
leads and there's just so many coming
through, you have to have this set up.
if you have a couple leads coming through,
you can wing it, doing it manually.
But if you have a ton of people filling
out your forms and it's overwhelming,
this is possibly one of the best
things you can do because it will
make everything work so much smoother.
Okay.
So now that we have our new lead,
if you remember, what did it do?
It sent us that initial email.
Again, you can stack as
many emails you want.
So I'm gonna do now is I'm gonna go
to my  Gmail And see if we got it.
And look at that.
It is the first one that popped up.
So we click this and we're
like, yo, look at that.
This is awesome.
this is amazing.
We now have it.
Now if we come back here,
okay, we refresh this.
Look at that.
It has now moved.
Okay.
To contact.
So now we wanna book a call
and see if it moves from there.
So we're like, okay, sweet.
We come right in here.
We see customer booked call,
calendar, strategy call.
We have the calendar right here.
We're gonna click this right here.
And what we're gonna do is
we're gonna have Declan, we're
gonna type with O'Reilly.
We're gonna type in 0 8 9 7 9 9 8 8.
And then we're gonna do
this bad boy right here.
Okay?
Do.
Test.
And then we're going to click confirm,
and we're gonna click schedule meeting.
' cause now what we wanna do is we wanna
make sure that once we go through
here, once we book that call, it
then moves it automatically as well.
So we come right in here
and we click refresh.
And boom, look at that.
How awesome is that?
It now moves automatically.
Okay, so real quick, again, I know I've
said this so many times, but like this
may not look super impressive right now.
Like, oh, cool.
It just automatically moves the
leads from stage to stage as
opposed to me just dragging them.
But I'm telling you guys again, a lot
of businesses have a ton of leads.
And if you actually have a sales process
where you're making a lot of money or even
just like mid six figures, which is most
businesses, you gotta have this setup up.
It may not seem impressive now
because we're doing this with one
lead, but I am telling you when you
have over 10 leads a week, even five
leads a week, which is very low.
This is like.
Such a time saver, because if you
see when this is just stacked with
leads and you're like, wait, what?
Did they, are they good?
Oh yeah, Jim did, did
they, did they contact you?
Did they reply?
No, no, no.
They didn't.
They didn't.
I was asleep.
Well, what, why were you asleep?
And you're, you know, you're, you're
arguing you going and then you're moving
these, and then some don't move manually.
It's a nightmare.
So again, what I'm trying to
show you is when you've got that
volume, this is such a time saver.
It'll also make you way more money.
' cause you'll know where
everyone is in your process.
Then it's like, okay, we see
there's a breakdown at contacted.
We need to send more follow-ups
to get them to book the calls.
From there, you just
optimize the sales process.
Then you start selling more people.
Like, guys, this is how
you make a lot of money.
You automate things and
you make sure it's clean.
Okay, so from there, okay.
We then move on to the
next part, which is closed.
So for this video, I'm not gonna do
this mainly because I don't have a
product set up because this is a test.
I have tested this before.
It works just the same, but as
soon as someone pays, said invoice,
okay, like right in here, they
pay, it moves to closed, and
then it sends 'em the onboarding.
Okay?
So if we come right back to this bad
boy, it just moves them to close.
I know.
You're like, wait a minute, what?
You didn't do it automatically?
Just because I don't have a
product set, I'm not gonna,
you know, buy my own product.
Really for that it, it is
completely automated, I promise.
You just go in and you make sure
that, you have this trigger set up to
the exact product or service you're
selling, and it moves 'em automatically.
And this one's a big one because
You want to make sure this then
leads into your onboarding sequence.
This is like.
So important because if you can automate
every single step of the way for these
businesses, they will cry if you leave
them, which means you can upsell them
and charge them as much as you want,
or relatively as much as you want.
But this is like.
I see so many people that are
like, I don't have a good sales
process and I don't really have
a good onboarding experience.
It's because so much of the stuff
they do is so manual and when you
get a lot of leads, manual becomes
so hard, even if you have a full-time
employee ' cause you don't know where
stuff's at and stuff gets confusing and
then the opportunity value gets like
lost and you're like, what is going on?
So then move on to the last part, which
is if they get on the call and they
don't like it, or however your sales
process works, and they're like, we hate
you, go away, it then moves to a lost.
Which is critical.
' cause if you're contacting people
that hate you and they're like, do not
disturb, do not disturb, and you're
still finding ways to contact them,
it can hurt your email reputation.
So you wanna make sure that people that
are not interested, like, and I don't mean
like someone giving you a soft objection.
I mean people that are like
F off get outta my life.
Like go away.
Like people that are clearly
not the right, the right fit.
You wanna make sure you add this.
So what happens then is that you
would come right into contacts.
You click this and this is for
your sales process and there
are ways to truly automate this.
It's just, it depends on your
sales process and I can't have
a universal way to do this.
but whoever's on the phone's
gonna come right in here and go,
lost lead and then come in here
and you're gonna click Lead Lost.
You're gonna click add tags.
And then what we're gonna do is
we're gonna come right back here
and we're gonna fresh this bad boy.
boom.
Here we are.
It is now in here and you
see the tag has been added.
So again, there are ways to automate that.
The why I couldn't fully automate
that is just because everyone's
sales process is different.
If it's all text based, it's very easy to
do it because you can say to an AI chat
bot or employee, like if they say this and
they go through this criteria, have this
tag added so it can be fully automated.
It's just, again, I can't put in
certain things when everyone's sales
process is slightly different and
that's where the customization comes in.
now we're gonna be doing a
full tutorial on payments and
products inside of Go high level.
So this is how do you send an invoice?
Okay?
How do you collect money for
your agency or your business?
How to have contracts, how
to set recurring bills.
So you get paid every month.
It's the basic payment stuff
that you know you need to know.
That you probably don't.
So we're gonna be going in depth on all of
that and a bunch of other amazing stuff.
Before we jump in though, go right
down below smash, subscribe money.
If you have any questions at
all, drop a comment down below.
So we're just gonna come
right in here to payments.
And by the way, I'm gonna be going
over invoices and estimates all of
this, documents and contracts, all
this orders, subscriptions, payment
links, transactions, all the products
have coupon settings and integrations.
I'm going to be going over everything.
So get ready for a
super in-depth tutorial.
So one of the first things you're
gonna need to do is integrate a
payment gateway as you see right here.
So if you come into integrations,
okay, this is where you plug
in your payment process.
Now I have other videos on this.
You have access to Stripe,
PayPal, authorized.net square,
and a bunch more options.
I mean, you have so many different
ways to integrate this, and
it's very simple to integrate.
You would just come right here.
Click Connect.
Click Connect with Stripe.
Okay, you're gonna click that and it's
gonna take you to a page, and then
you just log into your Stripe account.
If you don't have a Stripe account
or a payment processor, you're gonna
need to create one, but whatever
your payment processor is, you just
go in, click connect, follow the
steps, and then you're good to go.
And this is what it's gonna look like when
you're all done, set up and connected.
So once you're all set up, we
actually are gonna go to products.
I think it's the best way to
start with this because I know you
would think, oh, we start here,
here, here, and move like this.
But products have to do
with everything else.
Like they are the services.
What we're gonna do is I'm gonna
show you how to do products first,
and then we're gonna move in order.
That way you can, that way this
will all make way more sense.
So you're just gonna
come right into products.
Okay?
And you have a couple different
Omnis for the first thing.
You can import as a CSV.
If you have a bunch of different products,
let's say from Shopify, you upload 'em
in here, you can import from Stripe.
You just click this button and it
will import all of the, you know, the
services you've created in Stripe.
Very simple, very straightforward.
Um, if you already have stuff built out
in Stripe, but then most likely to create
it, if you don't have these, you're just
gonna click create product here or there.
So we're gonna do create product.
So once you have your payment
processor connected, we're
actually gonna move to products.
Okay?
We're not gonna go this way.
We're gonna do that after
we move to products.
But the reason I have it this way is
products have to do with literally
everything else in this page.
I think it's very important that we
go through products first 'cause it's
gonna make a lot more sense that way.
But first things first, I just wanna break
down what a product is, believe it or not.
So a product is an item that is sold or
offered for sale, in this case a car.
The example I bought a car for 20 grand.
Here's why I'm explaining.
These services can also be
products in high level, right?
So monthly, SEO can also be a product.
I know that sounds very weird,
but I want to make sure this is
clear, because a lot of people
get super confused like products.
What?
What do you mean it?
It can be a service too.
Very strange.
But in high level, they
can also be services.
So just remember that.
So we're gonna come right
over to products, okay?
And you're gonna have
three different options.
So first, you can import as a CSV
if you're using Shopify or these
other stores, and you have a bunch
of products you can bulk upload if
you already have your, if you already
have your products built out in
Stripe, you can import from Stripe.
So you can take all of them.
And then this will be
how you manually create.
And you have two different options.
So we're gonna click create product.
And you'll be brought to a
page that looks like this.
So just follow along with these.
So first thing we're gonna
do is put the title in.
So we're just gonna do SEO.
Okay.
That's just what we're gonna do for this.
You can put in a basic description.
So this'll be monthly, SEO, okay?
And you put whatever you want in there.
Then we can pick an image.
So we're gonna slap an
image in real quick.
So we'll come right here to Unsplash.
We're just gonna do SEO.
We're gonna click search, and
we're just going to click this.
And again.
So we're gonna add an image.
So we'll just click this right
here from your image library.
We're gonna click this right here.
Okay.
We got it selected.
And then you can do any sort
of product label or collection.
We're gonna get into that in a little bit.
Any sort of tax category.
Again, I'm not a lawyer.
Consult a lawyer, A CPA on that.
That's just if it's gonna
include taxes or not.
Um, and, and you just figure that out.
'cause you know, every
business is different.
And then down here in prices,
you're gonna have the difference
between one time and recurring.
So one time is like.
Give me $500.
Recurring is $500 every single month.
So for this, we're just going to do
recurring and we are going to do $500.
Um, and then this is basically like
a price anchor, so we could say 700.
So like that's how much it normally costs.
And then right here you
have the billing period.
So monthly they have a free
trial number of payments, and
then any sort of setup fee.
Okay.
Which is really cool.
And then you've got some additional
options in here, which is just
price description and if you
have a membership offer and then.
Which is just a membership offer.
Then down here you can do any
sort of like, customizing of the
product, so like what it looks like.
And then you just have some basic
SEO search engine listings, which
I don't think you need right now.
Um, again, if this is a product
that is going to be on an e-commerce
store, maybe, um, but for this,
we, we just don't need it.
So once you have all that and
you're good to go, you're just gonna
click save and then up here again,
that would be if you already been.
Up here you can sync
with PayPal or Stripe.
Um, that's to connect it, but
again, if you've already done that,
it'll already be taken care of.
So we can make sure it save.
And then we're gonna go back and right
here you'll see the product right here.
And again, you can come right in here, you
can edit it or delete it just like that.
And to create more products,
you just click this.
So this is how you're gonna create.
All of your services.
And again, when it's connected to
Stripe, you can just give people
this and you now have a product
that you can collect money from.
So if it's lawn mowing, if it's
cutting people's hair, you know,
all services and stuff will go right
under here, just to let you know.
So this is where you build
out the stuff that's going to
be the money side of things.
So now that you have your products
created, we're gonna go right over
here to invoices and estimates.
So let me first explain
what an invoice is.
Invoice is a bill for work already
done or items already provided.
Example.
You fixed my car, I now owe you $200.
It's what you send after they do the work.
And right in here, you'll just have a
basic dashboard of the invoices sent out,
the money due, all of that good stuff.
And to create an invoice, we're gonna
come right up here and click new.
And you have two different kinds.
So you have send one time invoice
or send new recurring invoice.
So we'll just do send a one time invoice.
This is exactly what it looks like.
So you can come in here, you can change,
you know, uh, what the invoice looks like.
So we're just gonna do SEO.
Okay.
You can select the exact customer.
So we will just do, let's do.
We'll just pick Mary Ton.
Okay, so that's basically
who it's gonna be sent to.
And then you basically have
in here picking the invoice
number and what it is here.
Products.
This is why this is so important.
We just created the products
because now everything else you can
just add a product and it's done.
So we just come right in here and
we go, let's select the product.
So to create an invoice, we're
gonna come right up in here.
We're gonna do new recurring
invoice because that's what
we created the product on.
Again, same thing, the
product is gonna match.
So right here you can pick your customer.
So we're gonna do, uh, Mary Gron.
Okay.
All the basic business info.
Adding products really important
because it's what we just created.
This is gonna be across the board,
so we just click add product.
We pick this.
Boom, it's done.
It all the work is done for you.
So you can just plug in your products.
And this is important because if
you have a business and they have
all these different services, you
just create the products and you
can just plug stuff in much faster.
This is how you save so much time.
This is why to go out of a
wizard and set it up this way
so you wouldn't be so confused.
So we just plug that in right there.
And you can add more products like
that under recurring invoice settings.
You can pick the exact, you know,
cadence of how you want it to come out.
And you just by clicking, is it monthly,
you know, what day the first, or does
it have any sort of other things?
And then right in here you have
additional options, which is
just some basic descriptions or
adding any other attachments.
And again, for this, you
would just click save.
And
again, you would just put.
So then we come make sure
that you have the start date.
We'll just do the 22nd and, um, never, you
know what, whatever it is, we'll do two
days in advance and then you just click
save or you can schedule it for a set.
Time to come out.
And then right here you basically can
manage any sort of tips, have any sort of
late fees, um, manage any payment methods.
Then this is really cool because
you can convert this to a template,
so you can use this later for other
invoices, which is pretty cool, which
I'm about to get into templates here.
So you just click schedule and then
you're good to go and then you're back.
Okay, so boom, we have
that invoice created.
Now here's what's really interesting.
So as you see here, it's
now in recurring invoices.
So it's popped up right down there.
So now all the invoices are just
right like this through here.
But one thing I want to go over.
So as you see here, you have, um, so
as you see here, it'll go in, in, so
as you see here, you got all invoices,
the recurring invoice we just created,
and then down here in templates.
I just wanna give us this really
important, you now can have
templates completely built out, and
this is when I saved a while ago.
So you can just use them very easy.
So you can click new template, okay?
And what you can do is you can
fill this out again, or you can
just add the product that you want.
Do this and boom and click save.
And here's what you have.
You now have a new template and obviously
name it, but that template can just
be used again and again and again.
So that's really, really neat.
Um, but I wanna show you one last thing
before we move on to estimates is if
you come right in here to settings, you
now will have all these settings over.
Then in settings, this is gonna be all
the settings pertaining to invoices.
So you have business information.
This is just gonna have all the
basic business info you have email
configuration, so what emails is being
sent from, okay, you have title and terms.
So this is any sort of, you know, um,
invoice titles, terms, anything like that.
So you plugged it in right
there to know what it's named.
You have payment settings, so this is like
the exact, you know, after what kind of
days it goes after late fees, tips, the
kind of thing we just showed you earlier.
Okay.
Product settings, again, any sort
of stuff with importing products
from Stripe, anything like that.
Reminder settings.
This is just like following up with
people and email notifications,
custom fields, whole video on that.
That's just fields that they
don't have on high level.
So maybe like, uh, special secret cars,
a field, you know, whatever that is.
Um, like that.
And then any sort of
notifications to be sent to them.
So right here, I breeze through
this, 'cause this just depends on
what you're trying to do, but just
know if you're trying to tweak
this, it'll all be in settings.
And this is just the.
Basic business info, but that's how
you would reach it right through there.
Now we move on to estimates, which is a
really cool new feature in high level.
But before I even jump in, I just
wanna explain what this even is.
So an estimate is a guess of how
much w. An estimate is a guess
of how much something will cost
given before the work is done.
The example, you might fix my car for
around $200, but I'm not sure yet.
So the whole point of estimates is
like, okay, someone wants something
done, like I want SEO done.
It's like a proposal almost like this
will cost x and this is great to send
to people so they haven't had rough
idea of what's going on before they buy.
So all we do is we click
new estimate and guys.
The rubric is the same, it's the
same format across all of these.
Okay, so we'll take your name.
So we'll just do estimate, SEO.
And again, you put in whatever you want.
You have the basic info, you
select the exact customer doc.
We're gonna do Mary Gron, okay?
You put estimate settings.
So estimate.
Then you have estimate number.
So what number is it, the
issue date, when does expire?
'cause again, these expire add products.
Just like before.
We can click this right in here, select
the product right here, and boom,
you now have an estimate for this.
And what you can do is you can change
up, you know, pricing for that.
Again, frequency, how often do you
want this to be sent and whatnot.
And then any sort of additional options.
So added terms and conditions.
Basically a contract.
Add any attachments or
send an invoice on top.
And again, these are great if you're
not sure what send cost and you
wanna just send someone a proposal.
Estimates are great, but you guys
are starting to see very simply,
it's the same exact format.
You just make sure the info looks good,
you pick the exact sort of timestamp and
when you want to go out the exact customer
you want, add any terms and conditions,
and then you just click send and then
you just click send and you're done.
It's that, that simple or
save, and this will save it.
And this will save the estimate for later.
And again, right in settings,
it's the same thing I went over.
It's just basic business info.
So that's how you send an
invoice and an estimate.
So now let's move on to documents
and contracts really fast.
I'm just gonna explain what a document
and a contract is and their difference.
A document is any file, like
a proposal, report or receipt
used to share information.
Example, I created a document for the
customer detailing the car repair process.
It's just a document that
outlines whatever you're doing.
It's similar to an estimate, but
it's just an internal document for.
Any sort of thing.
You have contracts on
the other hand, okay.
Is a legal document that both parties
sign to agree to the terms like
agreeing on the price for car repairs.
Example, a car repair contract
outlines the cost, services and time.
Both you and the customer
agree to sign on the work.
So this is legally binding.
Like you get a house, you sign the deed.
Okay?
So this is like.
So the contract is just legally binding.
It's like we get X if we pay
you Y. You know what I mean?
And then both parties sign it
and it's very much a contract.
Shake hands, you're good to go.
So this brings the legal side.
So it technically is a document, but
it's the legal side of the document.
So I know this can get a little
confusing, but just make sure you
understand the difference between the two.
So you're gonna come right in here.
You click new and you're
gonna have two options.
You can upload pdf d, so if you use
DocuSign panoc, you can just download
and upload and it will keep the rough
format or you can do new documents.
So what we're gonna do is we're
gonna do new doc document and
we're gonna go through this.
First things first, you
want to name your documents.
So we're gonna do, um, SEO document.
And then we're gonna go
through, so first things first.
You add what you want here.
So you can add text fields.
Okay.
You can add images, you can
add videos, you can add tables.
Okay.
You can add a product list.
As you're listing your products, you can
add a page break, which just separates it.
A signature, which, you know what that is?
A text field, a date,
initials and a checkbox.
So again, what we'll do is we'll have
a signature down here that's gonna
be, so they sign member, this has
to be legally binding product list
that we're gonna do as member of the
member of that product we created.
Remember that?
How cool is that?
We're just gonna add this in.
That way you guys can get away with
a lot of stuff and just be done.
So we're just gonna do this.
SEO contract, and again, I'm just
kind of breezing through this.
You guys wanna make sure this actually
looks good and not like this, but I'm
just adding that very simply right there.
But then I add a signature or I
can add, you know, initials and now
this is legally binding and this is
gonna show up in the submissions.
Okay?
So this is really important
because now you can send legally
binding contracts right in here.
This is gonna be how many pages
do you want to the contract?
Okay.
Document variables when it was created,
sent out, simple stuff like that.
Recipients, this is what you send it to.
So if you come right in here, and
again, you can make sure they sign it,
but let's do, where is Mary Gr Dawn?
Okay.
And then you just pick whatever you want.
So we'll just do guest visitor.
And then to send to someone, you just
pick exactly if you want here, or you
can just click, add new client, put
in their info, and then click send.
And what's gonna happen is once this
goes in, you'll just click send and
it will immediately send it to them.
So you just put in the content info
and then it will send it to them.
And then right here you can do
any sort of payment setting.
So again, if we set up the product.
Not really needing to do that.
You can kind of just forget about that.
Um, 'cause the product
can take care of that.
And then you have any sort of
settings, you know, what the email
is, what you want the email subject
to be with custom fields and whatnot.
So, very simple, very straightforward.
So again, it's, it's very simple.
You just pick exactly what you want.
I recommend you go in.
You slap a product in there and
then go in and then make sure,
okay, you just add a basic signing.
That way you'll have
beautiful products pre-made.
And again, in my private community, I
have a bunch of things and documents
already built out in contracts
that you can just plug in, slap
your name on, um, and be done.
That way you can sell much faster.
But we're gonna preview this real quick.
And boom, look how cool that is.
Simple as that.
Um, and again, you just click
save and then you're good to go.
It's as simple as that.
When you send it out, you'll see right
here it'll say waiting for others.
So it's been sent, completed will be
the ones that have been signed, and
then payments as people collect it.
So this is what you'll
see, um, right in there.
Um, so that's pretty cool.
And then templates, this is just.
The templates you've created so
you can quickly send out contracts.
So say we went to that other
one and we created a template.
That template, okay.
From that other one we created would
just be there again and we could
just change the initials or change
you know who it is and send it.
What I recommend, if you have
services that require contracts,
so like someone building a porch
or selling a car, whatever it
is, create a standard template.
Okay.
Through, through documents and contracts,
save it, and then you have a template so
you can just send it out and just change
the initials or who it's being sent to.
Huge time saver right there.
Highly recommend you do it.
And again, for this, you
can just click new template.
Okay, add it in just like this and,
and through here, it's the same
exact thing we just went through.
Um, so you can do it like that or what
you can do okay, is you can upload
A PDF, which is just right here.
You come and upload A PDF, we'll
bring it and then create a public
document that anyone can use,
which is like users in your team.
Um, but that's a great way to save time.
So again, I highly recommend
you go in there and you
build out a, a document that.
And I highly recommend you go
and you build out a contract
that you can use for everyone.
Save you a ton of time.
So that's how you do all of that.
But again, there's a setting, so
I wanna be thorough and go through
this in settings right here.
It's gonna have, who is it sending from?
What email, any sort of blind carbon
copy or who it's getting sent to.
Okay.
Again, basic custom fields and, and,
and basic email configurations, which
is important for when you're sending
out, because it's coming from you.
So make sure you fill this out
if you're sending this stuff.
Team notifications, this is
what users are being pinged.
Um, and then product invoicing is
any sort of invoicing being attached.
So just make sure you.
You know, check this out.
Again, every business is different,
so I can't really do examples because
it depends on what you're doing.
But again, any questions you have, you
can drop 'em down below, but that's
just how this process would work.
Okay, so.
So now you're gonna come into orders.
Okay.
So all orders is is for e-commerce.
It's all of the people that
have bought from your website.
It'll all be listed just like this.
And abandoned checkouts is if someone
has placed, okay, like they were
gonna buy some shampoo and then
they never basically bought it, they
just left it in their shopping cart.
Like in Amazon, you may have
products in your shopping cart.
This way you can create an automation
that will start hammering them
with follow up to get them to buy.
Actually super important.
This is a big one, but this is
for e-commerce for using Shopify.
So definitely lemme know if
you have any questions of that.
'cause that is money right there.
Subscriptions.
Okay.
This is basically just
like recurring products.
Okay.
And, and, and again, it's the same rubric.
You just pick the customer
you want, you pick the exact.
Uh, you know, product you want.
Um, and you can just click schedule again,
you wanna make sure your payment processor
is, is dialed in, but it's very similar.
You guys are starting to see it's
the same thing across the board.
So you just wanna make sure
you're like, okay, we have
SEO that goes out every month.
You can just create the subscription,
pick the person and send it out, pick
the exact product and you're done.
You guys now see why one of
product's, first, it has to do with
everything Once you create a product.
All of this moves so much faster.
It will save you so much time.
And actually, speaking of saving
time, payment links are amazing.
These are basically quick payment
links you can send out on the
spot just to collect payment so
you're not having a contract.
So you're not having a contract,
you're not doing these sort
of more complicated stuff.
You can just quickly send on a
payment link and collect payment fast.
And this is great for you to show your
clients how to collect money quick.
This I actually think is very underrated
and you need to be teaching service-based
business owners how to do this.
So again, boom, we collect the
product, save a bunch of time.
Looks real cool.
You have any sort of options.
So require customers to add a phone
number, collect customer address, allow
coupon codes, which we're gonna go over
in a second, and then letting you adjust
the quantities and anything like that.
And then you have, what do you
want the payment button to say?
So we can have it say, book,
you can have it say donate.
You can change this up
here to whatever you want.
Okay.
You add terms and
conditions, which is great.
If you're like, more like a basic simple
contract on there, um, and then your name
up here, and then you just click save.
And then when you're
done, you just click save.
These are awesome because
you can just send this out
immediately and you have a basic,
and these are amazing because they'll
save you so much time and also they'll
save your clients so much time.
We come right in here.
And we'll come right in here and
boom, this is what it looks like.
You can just send this to them instantly
and they just pay so big times.
Actually, for your agency, you
should also have this dial due 'cause
this will save you a lot of time.
That way when someone's
like, dude, I'm ready to go.
You're not sitting there like
clicking buttons and trying
to figure out what to do.
You get that payment link, you
send it, you click payment,
and then you're good to go.
So once you're done, you just
click save, or you click copy
and send to the customer.
So really, really recommend you guys,
you know, lean into the payment links
because they'll save you so much time.
Okay.
Then we have transactions.
This is just all of the transactions
you have across the entire
products board all down here.
Which, awesome.
Super, super cool.
You can see all that.
And then back in here, we have
products and we have a couple
different things in here to go over.
So you have collections, so this
is just groupings of products.
So if we come to create collection,
we pick the name you want.
So we'll do test, add the image you
want, um, pick anything like that.
So then we have collections.
So all this is is groupings of products.
Okay?
So it's like everything to do with
toothbrushes, everything to do with.
This is like everything
to do with toothbrushes.
Everything to do with shampoo, but
all the different kinds of shampoo.
So stuff like that.
You just click create collection, put the
name and put the image in, go through the
additional options and create it again.
You don't have to have that.
That's just an additional
feature they have.
Inventory is going to
be, if you have like.
Physical stops.
If you're selling shampoo, you're selling
cars and there's actual quantities.
SEL, there's no quantities
'cause it's pixels.
So this is, we're gonna
see your inventory.
This is really big for e-commerce.
And then reviews, which is pretty cool,
is reviews on products or services.
So someone can go, oh, I didn't like
this shampoo, and they leave review.
So it's very much like Amazon's reviews
for if you have an e-commerce store.
And yes, you could do.
Do that.
Um, and so you could do, you know,
so you could have it for SEO,
but you don't really need it.
But that's kind of how that works.
So now that you understand all that,
I wanna show you how to set up a
quick product page, because I think
this is really, really important.
And then we're gonna
go right into coupons.
So we're gonna come right into sites.
Okay?
We're gonna get into new funnel.
We're just gonna do from blank.
We're gonna click,
we're gonna click.
So now I wanna show you how
to create a product page.
So we're gonna come right
down to sites, okay?
And we're gonna go over
coupons here in a second.
New funnel.
We're gonna pick this,
we're just gonna do test.
I'm gonna click Create.
So we're gonna click add New Step.
Okay?
So we're just gonna put test and you
put whatever the name you want in here.
We're gonna click Create Funnel step.
What I'm gonna do is I'm gonna show
you how to just slap a quick product in
and then be able to add coupon codes.
Just for an example, um, again, what
a product is, if you have a bunch of
pages on a website, again, you can
add this, however, which way you want.
You can have this on a website
page, you can have this wherever.
This is just where your products will
be listed so people can buy on the spot.
Um, so we're gonna come right in here.
We're gonna click edit in
new tab, come right in here.
We'll just do full width
section right here.
We'll just do adder row.
We'll just do one column we're
gonna do now is we're just
gonna come right in here.
We're gonna go to.
So we come right in here.
We're gonna go to elements.
We're gonna scroll all the way down.
We're just gonna do a one step order form.
You can do a two step, but I'm
just showing you the basics.
So what this is, is this is now a
page that you can plug your info into.
So what we're gonna do is
we're gonna come right in here.
Okay?
We're gonna come to.
You're here before we add the product.
You can edit it all right here.
So if you go under advanced, you can get
rid of, you know, headline, you can get
rid of shipping if you don't have it.
And everything here will be right here.
So let's say you don't want, you
know, to have a phone number, you
don't want to have, uh, shipping.
You just would come in and click
it out or just go like this.
And get rid of stuff just like that.
So you pick exactly what you want in here.
Okay?
And, and, and that's up to you
again, enable cart mode, that's
gonna allow them to pick quantity.
So we get rid of that.
They will not be able to do that.
Once you have your product in, um,
any sort of pricing information.
Order bumps is if you have
e-commerce and just basically,
um, upsells is something else.
Enable coupon codes is if you have coupon
codes, um, enable terms and conditions.
If you have this like a mini contract,
a TOS, you can add it just like that.
Um, and any other things
you want sticky contact.
This just allows them to.
Um, leave their content information
so they can keep buying.
If this is e-commerce, new
contact means they have to
refill in it, um, just like that.
Um, and then validate disposable email
and other simple stuff like that.
So it's very, very straightforward.
Again, the reason why I'm breezing
through this is I have other videos
on funnels and, and adding this in.
So I'm assuming you've watched
that and you get how to do this.
If you don't understand that, please
go watch a video 'cause I have a video.
Dedicated to literally
what all this stuff does.
Um, but I'm assuming you know that.
Um, so let's move forward.
So as you see right here, we
now need to add our products.
So we're gonna come up
here and click save.
We're gonna go right back
and we're gonna click back.
Okay.
And now we're gonna add a product in.
Once we're right here on the
exact page, we just set up,
we're gonna go to products.
I'm gonna click add product, and we're
gonna click the exact product we created.
See, aren't you happy now that
we created the products first?
Because you use it for everything,
the exact same price you want.
Everything else is good, any sort of
additional options you want to have.
But I think this is perfect.
So we're just gonna click.
And then down here you're just gonna
wanna put one that's just like for
charge quote, holding a charge on a card.
So we just click save.
And then what we're gonna do
is we're gonna come back here.
Okay?
We're gonna come right to test.
And from there, you're all good
to go and you're all connected.
And then what you would do is
you would just come right back
here and you would view it.
So you can see said product info.
Again, we don't have payment process
set up for this test account, so
you know it's not gonna pop up.
But that's how you would do it.
You would just view it and
then you'd be good to go.
But here's the other
thing I wanna show you.
Then you would be good to go.
What I want to do is I want to now show
you coupons, because what coupon is, is
if you come right in here to this page
right here, it'll be right here and it
will give them a code, so a discount
off, which is really, really cool.
So we come right in here to create
coupon in case you put your coupon
name in, you enter your coupon
code, or you click generate and it
will give, you said coupon code.
You can do it for a select.
You can do it for percentage
coupon or fixed coupons.
We'll do percentage.
So again, it'll be 50% off.
You click the start date.
Remember, it has to have a date.
Coupons don't last forever.
I mean, you could technically
make 'em that way.
Um, and then end date,
we'll just do the 30th.
You pick the exact time you want.
Um, then you have a couple options.
So limit the no number of
times that can be used.
Okay?
Limit this coupon to certain offers, limit
to one use per customer, and then apply
any sort of stuff for recurring info.
So you would just come in there, pick
which one you want, and then click.
Then click create.
Okay?
So once it's created, what you would
do, and this is gonna be scheduled
'cause it's not rolling out just
yet, it's rolling out in the 22nd.
You would just copy and
paste this, this link.
And then when you're, and then
you would come in and you would
just enter it like that and click
apply and you'll get the discount.
And this is great if you create
this coupon code and you have
people coming in and you're like,
oh my gosh, let's, you know, give
them a coupon code and this is it.
This is so powerful for if you're
running, you know, email marketing
blasts, SMS blast and you wanna get
more people in, like, especially for
hair salons big, use the coupon code.
If you bring a friend,
you'll save 50% off this way.
You send it out in your email, your
SMS or whatever you're blasting.
Um, and they can just take
that coupon code and apply it.
Great for database reactivation too.
You can just use this and then get
a ton of easy sales because people
are getting a discount and it's
incentive for them to buy now.
So that's how you would do that.
If you would just go through,
you'd follow those exact same
steps and then you're good to go.
Last but not least, we have settings
and we kind of went over a lot of this
already in different spots, but I'm
just gonna run you through it anyway.
So you have receipts.
So this is the receipt that
gets sent after someone buys.
You have the basic email stuff, some
of the front, the from name that always
gets sent, the from email, which you guys
want to configure and come click save.
So every time you send an email, it's
from the same exact, you know, person.
It's not switching every time.
Taxes, again, consult a lawyer about this.
We're, you know, do your own research.
This just depends on what you're selling.
You know, different things vary.
Um, and you just click if you
want them included or not.
And then you add what
tax categories you have.
Again, every business is different.
So, um, you gotta figure
that out for yourself.
Notifications, this is just the
notifications from, you know, with people
being, and the notifications is just,
you know, as you sit right here for the
abandoned cart, if someone doesn't, you
know, check out with their stuff, it
just sends 'em, they'll just notify you.
So you under.
And then, and then notifications.
You have like the abandoned cart,
which again, if someone doesn't pay,
you know, and they have that stuff
living in the, in the, in the cart.
It'll basically go through and
send you notifications so you
know exactly what's going on.
Um, them too.
And then any sort of order confirmation.
So someone buys from you and pings you
going, oh, somebody just bought shampoo,
or whatever you want shipping delivery.
If you have an e-commerce store and you
have shipping products, you're gonna want.
Add zones in here.
And the way you do this is you just
click add zone, you pick, you know, the
country, you pick the place, whatever
you want, and then you add it in.
So then it calculates the shipping
costs, which is really, really cool.
Um, and then shipping or gym.
Pick the basic info, business
name, phone, email, straight
address, and other simple stuff.
That way you plug this all in
and then you're good to go.
So it's, it is very simple,
it's very straightforward.
You just wanna make sure you go
through and configure all this,
especially if it's for your clients.
Have them go in and just fill this stuff
out so you know exactly what to do.
If it's for e-comm, um, 'cause
you may wanna check that out.
That's it.
That is the entire payments page.
So that is it.
That is the entire
payment section covered.
I went through this super in depth.
I hope this answered your questions.
Again, I'm assuming you knew certain
parts of this, so please, if you
didn't understand certain things,
like, you know, creating pages,
newsletter stuff, go to my channel.
I have tons of, you
know, resources on this.
Also, if you have any questions about
anything at all, okay, like strategy,
how to do this, just drop a comment
down below and answer it really fast.
Down below, I do have.
30 day free trial link
for Grow High level.
Please go check that out.
Sign up.
If you sign up with that, you'll get
access to me, a partnership ID where you
get one-on-one help, snapshots, goodies,
potential free clients and so much more.
So go check that out because
that will be huge for you.
Um, again, it's a 30 day free
trial link down below, so you
can just check that out for free.
Um, but other than that,
but other than that, guys, thank
you so much for watching and as
always, go high level wizard out.
If you're interested in high level,
but you also want help learning it and
learning how to sell it, I recommend
checking out my 30 day free trial link
right down below where not only will you
get 30 days of high level free, you'll
also get access to all of my bonuses,
which will help you on this journey.
So I'm talking you getting access
to a private community full of
winners where you can network
and get your questions answered.
I'm talking trainings on how to
use high level trainings on how to
get clients, systems on how to get
clients that I've already built out.
Snapshots, sales scripts, AI prompts.
White label onboarding
videos, premium Snapchat.
I mean everything you could possibly
need, but more importantly, the
ultimate handholding experience.
So you can master all this and get all
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you can literally hop on Zooms with
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You have access to six live coaching
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So you're getting not just some random
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giving you their advice to help you out.
And we have six of these a week,
so you can basically get all
of your questions answered and
really learn this thing in depth.
So again, guys, all of these calls, all
these trainings, this entire private
community, this is all free when you sign
up at the high level, right down below.
So when you go down and you click the link
and you sign up, we will email you access
to this and then we can get you started.
And if you don't see an email
access, just drop a comment down
below and we will get you settled.
So again guys, thank you for watching.
Check out the link down below
and let's get back to the video.
So to access this AI Agent Studio, we're
gonna come into your high level dashboard.
We're gonna go right down to AI
agents, and we're gonna collect.
Agent Studio.
Okay, it's gonna look just like this.
So to create your first agent, all
we need to do is click Create Agent.
We're gonna put a name in, so we're
just gonna name it, Lisa, and then
we're just gonna leave this as is.
You put whatever name in and
whatever description in, then
you're gonna click Create Agent.
So this is very much like make.com
or N eight N. It's basically building
a custom AI agent to do tasks.
So this is different than the
voice AI agents and the AI chat
bots and all this stuff 'cause
it's combining it all into one.
So before I go through what all of these
mean and how to build an AI agent, I first
wanna explain really what this is, how
it's different, and why it is important.
Because I'm telling you guys right
now, this is the future of everything.
So go high levels AI agent Studio
lets you create an AI that chats.
So think conversation, AI talks on
the phone, voice AI and handles tasks.
Ask AI all in one, saving you time
and helping you get more leads.
It is taking all of the AI features,
pretty much of AI employee and
putting them into one sentine agent.
As you see down here, and guys, this
just came out, this is new, so it
isn't as powerful as it will be,
but as it gets better, this will be
able to do almost anything for you.
Think of it as like a va, a robot,
va, to do whatever you want.
Guys, I'm telling you right now, this
is like, it's almost freaking me out how
powerful it is, and it's the kind of thing
where it's only gonna get so good and so
powerful, so fast that you can replace.
So much of your team with this,
this is gonna be the hottest thing
to sell in 2026 alongside the AI
voice agents and chat bots, 'cause
they're all gonna be blended into one.
So here's a couple things that this can
do because this isn't just a basic agent.
So first off, it can handle all
your calls and texts automatically.
Again, conversation ai, AI voice
agent, which then goes into basically
booking appointments and following up
nonstop for you so you don't have to.
Then what it can do is it can create
videos, images, and generate text so
you can work harder on converting your
leads, which I'm gonna show you later.
To do this, AI could send a lead a video
of you or whoever it wants to generate of
you, like buy G Hhl right now, and it will
generate the video and send it to them.
Like fully sent to you.
Do you see how powerful that is?
It can generate this
stuff and send it out.
Then it learns.
It gets smarter over time,
so it's self-learning.
This is the really big one.
Where it's gonna get even more
powerful is it can research for you.
It can do tasks, complete workflows.
It's basically in the future, and it's not
like this just yet, but it's gonna be able
to go in, build out a funnel, connect it
to an automation, connect it to a form.
It'll be able to do jobs for
you inside of high level.
Again, think AI VAs like this is, this is
gonna give people such a big advantage.
they will move so much
faster than everyone else.
it's unfair.
And last but not least, you're
just combining everything all in.
Once you have everything in one place,
this is the beginning of it, but this
is gonna be the future because people
are gonna have one AI agent that's
gonna run everything for their business.
it's gonna turbocharge people's output.
So now we're gonna go back
to the builder and I'm gonna
explain what all of these mean.
Okay.
And walk you through building an AI agent.
So I wanna let you know that this
is actually better than stuff like N
eight N or make.com, because it can
take this and add it to the CRM and
have all the features and high level
together to make it way more powerful.
You don't have to take other
things, third party and put it in.
It's everything in one
place for one price.
So the first thing over
here, we have the nodes.
So all of this stuff is building blocks.
Each one of these is a building
block of your AI agent.
You take these, you put
'em on here just like this.
You drag and drop, you fill
it out, And that's what's
going to build your AI agent.
So that's the basics of how this works.
And if you click it, you can
either edit it or delete it.
So first up, we have the AI agent node.
So this is the brain of
this entire operation.
It's basically what
thinks it's the AI agent.
So we pull this out, you come in, you put
the exact prompt of the AI agent you want,
then you pick the exact AI model you want.
Okay?
I am.
Obviously we want to put more
down, but once you have all of
that through, you would just click
save, and then it would be done.
And then obviously from there you can
just go like this to connect and then
put the condition in to have it work.
But again, I'm just showing you
and explaining what that is.
But that's the first node is the AI agent.
Then what we have is we
have this sequential node.
This node just runs things in order.
So step one, step two, step three.
It's just basically the chain of sequences
that have this entire thing flow.
And again, you drop it in and you add in
your processing nodes, which are, these
are here, which we'll get to in a second.
So then what we have is we have end node.
So this node we put down this.
End.
Okay.
The AI agent, so this is going to be,
and it can't be connected 'cause we
have to actually have nodes in here, but
we have to have working nodes in here.
But what this is gonna do is this is gonna
stop the agent after the tasks are done.
That way it has a hard stop.
Okay?
And that's basically what you're
gonna do to stop your operation.
it's like a stop in an automation.
Then what we have is we
have search knowledge base.
So this is, if it needs to basically
gather data, we put this in, we put
the exact instructions, then we would
pick the exact knowledge base you want.
And what this is gonna do is this
is gonna have it go through and
look at said knowledge base so
it knows exactly what to say.
'cause it doesn't just pull this from
ether, it pulls it from somewhere.
Then what we have is the
search, the web node.
So if you want your AI agent to go
in and search the web, you can put
the instructions you want to do, then
the query of the web search and it
will go on Google or wherever other
AI lms and it's gonna search stuff.
So if you are doing stuff for real estate
and you want to know, you know the exact
prices and compare listings, it'll go
through and it'll search the internet for
you and do that research automatically.
this is where research becomes
really powerful and you can have it
answer way more complex questions.
So like.
Comparing prices of clothing, stuff
with real estate, stuff with law firm
pricing, like you can do so much more
bidding on jobs, it can know so much more.
It has way more capability than regular
agents because it can search the internet.
Then what we have right here is
what's called the MPC server node.
This is gonna connect your AI to other
ais and other servers, basically kinda
like Zapier to give it more powerful and
you just felt the proper instructions.
And from there you can then connect this
with so many other things to give it.
Superpowers.
This is where, this is more advanced
stuff, but this is where you make this
thing like invincible, and this can do
with web hooks and other stuff like that,
where you really get really dialed in.
Then what we have is we
have the API call node.
So this is a lot more like Zapier.
This could, you know, connect to
Google Sheets, put in spreadsheets.
it's basically working within
different platforms to connect
and do stuff like that.
So this is very powerful if you want to
connect to other softwares similar to
this one, to really get this booming.
Now what we have is we have the
generative AI and the capture information.
So what these are is, these are
different tasks that it can do, it can.
Generate audio using ai.
It can generate images using ai.
It can do text generation via ai,
and it can create videos via ai.
Then you can collect the email
address, the phone number, the
single choice and the text input.
And these are basically things
that you can put inside the notes.
So for example, if we come right up here.
Okay, and we were to do a sequential node.
If we were to click an add processing
node, we would take one of these.
So once you're building, you
would come in and go, okay.
After we start, what I immediately wanted
to do is I wanted to generate a video.
We then would drop this in, and then we
go through the steps of how we generate
a video or capture the email address.
So that's where you'll drag
and drop to create said.
So then up here we have variables
which are kinda like custom values,
custom fields you can plug in Global
prompts, which is basically what you
can apply to the entire AI agent.
Just like a basic prompt.
You can click test, which we'll
run through in a sec. We test
it, save and then publish.
Um, and that's basically
how you walk through.
So now what I'm gonna do, now that
you understand all of this, and guys
if you have any questions on any of
this, please drop 'em down below.
I won't answer personally.
I wanna make sure I help you out.
I now wanna go through building
a basic AI agent for you.
And I wanna let you know again, and
I've said this multiple times, this
isn't the beginning stages, this is new.
It's not as good as it's going to be.
And soon it's gonna connect
with all of high level.
So when someone submits a form, it's
gonna go through and do everything.
But right now it is in
the beginning stages.
So don't worry about that.
But it's gonna keep getting better.
So now what we're gonna do is
we're gonna create a basic,
very, very basic tool, okay?
A basic AI agent.
So first thing, we're gonna
start with our start node, okay?
Then what we're gonna do is
we're gonna come right into,
let's do video generation.
I'm just gonna walk you
through this slide thing.
So what we're gonna do is create.
Me a video of a guy running
and saying by GHL from the GHL
Wizard, he has best community.
Boom.
Just like that.
You put in this exact variable
name, which we leave as is.
That's just for, storage purposes.
Then we can pick either VEO or VO fast.
Guys, this is the most powerful,
um, model we have out right now.
It's super powerful.
Pick the exact aspect ratio,
then the resolution, and
then we're gonna click save.
Then we're gonna do is
we're gonna click connect.
So I'm gonna be building a couple
basic ones to just show you, because
we have a lot here, but the whole
goal is we can change stuff together
to build something super proud.
So in the future When someone submits
a form, we can send this immediately.
So we're gonna click save, Then
from there, we're gonna come right
in and we're gonna click generate
to see this test go through.
Boom.
Look at that.
Okay, let's check this out.
Buy GHL from the GHL Wizard.
Okay.
Obviously I gave it really, really low
prompt, but that's pretty good though.
That's pretty good.
I mean, that looks,
that looks pretty real.
So if we go back, I mean,
let's look at this right now.
Buy GHL from the GHL wizard.
That's pretty good.
That's like this.
And you could do whatever you want.
I mean, we can, we can try it again.
Let's go and let's say create me
video of a woman mowing a lawn saying.
Because guys, what I'm showing you is it's
not that you're gonna be adding this in.
It's the power and the
creativity to when leads come in.
You could send them videos to convert
them and do all kinds of stuff.
Guys, it's only gonna get crazy from here.
So we have this now.
So what I'm gonna do now is generate,
and let's see what this can do for us.
Actually, we want to save that first.
Let's see.
Hopefully it did that.
All right.
It didn't save properly as you saw
before, so I have to save this.
And do this again ' cause
you just saw, we'll see if it
understands my bad spelling.
If it does that it's brownie points,
but it just basically changed the view.
ZHL.
From the GHL Wizard.
Well, that's a better video running there.
But again, I'm giving it
very poor instruction.
Like I'm just being broad.
You could get really in depth,
like have it looking at me, have
it walking at a certain pace, have
the background be dragons like You
can get as specific as you want.
And I'm not showing you this
again, just to be like, Hey,
we can create cool images.
There's so much you can do with
image and video generation.
Closing leads.
Okay.
Setting proper estimates, showing what
your lawn would look like once it's mowed.
Show your teeth what it looked like
once they're done because you're
dental, you know, a dental clinic,
there's so much you can do with this.
and I'm telling you what's gonna
end up happening is the vast
majority of businesses are gonna
take way too long to adopt this.
So there's gonna be this
window of probably over a year.
Where a bunch of businesses are
gonna get way ahead, and when they
get way ahead, because you've helped
them, they will have way more money,
which they'll be able to spend on
you if you've done stuff properly.
That's where I see this going.
I mean, I really do have to place and
bet all my money on this if I could.
This is where I see this going and
there's going to be a huge wealth.
Huge wealth gap coming here soon where all
the people that are using ai, especially
businesses, are just gonna destroy every
other business and the other businesses
are gonna take too long to evolve.
I just see it, it's just gonna
be the end for a lot of business.
'cause they don't evolve.
But this is where you come in and you
sell this to them and help them out so
they can get ahead while it matters most.
So, okay, let's check this one out.
Now.
I buy GHL from the GHL Wizard.
He has best community.
I didn't even put in best
community, but I put that, oh, I
did, but see, that's pretty good.
That's pretty good.
What do you think or not like?
I give it very little and
it was able to create that.
Again, I'm just doing this for fun
and just showing you what it can
do, but it can do so much more.
Haircut.
I want my hair to look a certain way.
Send 'em a video, send 'em an image.
I want my lawn to look a certain way.
I want my retainer roll.
Like I want estimates.
Just think and it can do it.
That's where we're getting,
it's getting crazy really fast.
So then if we didn't like this and we
wanna do that, there's all kinds of other
stuff we can do here, like you see here.
Okay.
Having a search knowledge basis,
having it connect to other software.
So it's like, Hey, I wanna immediately
have square, you know, booking
appointments be plugged into here.
It's almost like Zapier,
it's coming to that.
Um, even the stuff with
researching the internet is big.
Like if we came in here and wanna
fetch, you know, info on the web,
let's say, give me the average quote.
For a backyard renovation.
Okay.
Sorry, my spelling is, I'm typing
so fast right now, but this,
I wanna show you guys this.
So we were to do this.
We come in here, we could connect this,
and I'm just showing you, you can do this
for real estate Zillow Seeing the prices
of listings, stuff with law firms, seeing
literally whatever you want you could do.
So if we click save.
Okay.
And we come to test.
Okay, we're gonna come right
in here and we're just gonna do
generate and we're gonna see what
it does and see what it pulls up.
'cause it's now gonna go from
here and search the internet.
Ah, okay.
We'll tell it.
Search the web.
We'll do that.
I guess you gotta be more
specific with these things.
Boom, look at that.
So it is pulling from the, any
actual legitimate averages.
The reason this is important is in the
future when this can, you know, chat
with the internet, it can go through.
And generate images.
There's so much you'll
be able to do with that.
Like having an AI agent that can actually
do this kind of stuff will make it
able to go up against complex sales.
and when they properly iron out all the
kinks with this AI agent, okay, and it
can check the internet while generating
images while connected to other servers.
What it's gonna be able to do is
it's going to give it the ability,
listen closely to do complex sales.
I'm talking replacing good salespeople.
Now some of you guys might freak out
'cause you're a salesperson, but you
want to get on this now and use it
so it can help you to sell for you.
'cause it's gonna make sales crazy
powerful here soon Because it's gonna
have the ability to check everything
and be more sentient and aware.
So to set up our AI voice agents the
right way, we're gonna come right
into HighLevel and we're gonna come
right down to AI agents and we're
gonna click voice ai right here.
So the first thing you are gonna see right
here is just the dashboard for AI agents.
So dashboard logs is where you're
gonna see all of your analytics.
So how many calls came in, answered,
you know, deals closed, all that stuff.
Once you have 'em set up an
agent list is where you're
gonna see all of your AI agents.
So very simply, to create an agent, we're
just going to click this button here.
But before I do that, I
just wanna say really fast.
We are gonna be covering both
inbound calling and outbound
calling with go HighLevel.
So if you don't know what that means,
inbound is when someone calls your
number, it just picks up and does,
you know the answering and talking.
Outbound is you calling them,
which is really powerful.
In this video, we're gonna cover both of
them, and real quick, if you come in here
and you do not see Enable outbound calls
as of yet, it might be there, you're gonna
have to go to Agency View, come down to
settings, and go all the way down to Labs.
Once you get into Labs, you're
gonna come to Subaccount.
Then you're gonna come right in
here and you're gonna click Voice.
Once we find voice, you're gonna come
right down to this bad boy right here.
This might be already active,
but just in case it's not.
You get have to come in, you
click activate feature, click
the exact subaccount you want,
then click submit, and it's gonna
do it for the account you want.
So to create your agent, we're gonna come
right in here and click Create Agent.
You're not gonna do browse
Marketplace, 'cause this is just
gonna be picking pre-built ones.
But we want to create our own agent today.
So you're gonna click
this and click continue.
So first thing you're gonna
do is put your agent name in.
You're then gonna make sure
the business name is in there.
You're then gonna click the exact
language you want it to speak in,
then you're gonna pick the voice.
Okay?
So you have a ton different options here.
This is really, really cool.
So if you come here, it wasn't the storm
that Chris McGuire here from Chicago,
once upon a time, the nineties were fun.
Bec in the stillness of Kunk.
Sharon Declan is like a gentleman.
I love that.
Um, here's my super, but your
point is you have a bunch of
these and you can click accents.
You want genders, you want anything.
You can even search.
And I mean they have so
many voices and really cool.
They partner with 11 labs, which is
a really cool voice, um, AI company,
like a language model for AI voices.
And they have the best voice.
I've never seen any platform with
better voices than HighLevel.
I mean, they have it all.
So you pick which voice you
want and then we'll be good.
So, the nineties were fun.
Be in the stillness of contemplation.
Sharing kindness is like a j your
solution for taking any video.
Tonight we investigate True Crime
uk Shocking motorway madness.
Um, okay, so this, we're gonna do hope.
That's what we're gonna pick.
You pick whatever you want though.
Um, but once you pick your, your accent or
your voice, you can click it right there.
Then you're gonna wanna pick
the time zone you're in.
Then you're gonna have your
agent's initial message.
This is what they're gonna say
as soon as they answer the phone.
Don't worry.
There's also one for outbound, but we
have to set that up and we're gonna do
that in a sec. So just bear with me.
We're gonna go over that.
So you're just gonna leave it as is, or
you can just do like, hello, how are you?
We're just gonna leave this as is today.
Then right up here you
have advanced settings.
So right here you have maximum call time.
This just limits the call.
You can do more or less.
Then we have idle time.
So this is basically
in between the ringing.
Um, then you pick exactly what you want.
Agent behavior.
Okay?
You can make it respond fast, you can um,
moderate, you can make it respond normal.
Interruption sensitivity.
I like this to be as high as possible.
You want it to immediately be like,
and stop talking when they talk.
Trust me, people love interrupting humans.
We're we're selfish creatures.
Um, then from here.
I'm gonna want this about right here.
'cause this is gonna be like the
creativity and whatnot of the
call and how it kind of goes off.
And then right here you can leave
everything as is, but these are just going
to be like speeds and stuff like that.
And right here you can click
and see what these are.
So like voice volume, obviously the
volume of the voice, voice speed, voice
temperature, adjust the expressiveness.
So like how crazy is it?
Type thing.
Again, you pick these.
This is the only one I would go through.
And then background sound.
This is really cool guys.
And this is a new feature.
They have a background sound because if
it's just clear, it's kind of trippy, like
it's like, eh, this is a little weird.
Background.
Sound is almost how it
always is with cold.
So you can pick what you want.
And in here it's going to
actually put like a coffee shop.
People are drinking their coffee,
you know, like this, putting it in.
That's what it's gonna be.
But you want to decide
what you wanna have.
So you have all these options.
Just pick one.
I recommend you have one.
So then you click confirm.
Then from there our first page is
filled out, plus the advanced settings.
From there, we're going to click next.
Then right in here we get to a really
important part, which is agent goals.
So this is where we
configure the agent properly.
So the first thing we're gonna
need to have is a knowledge base.
So a knowledge base is the info
from which the AI bought pulse
from ' cause without info, it doesn't
really know what it's talking about.
So this is what we're gonna do,
and this is where the prompts I
have for free right down below
are gonna save you so much time.
So we're gonna come right up here and
we're gonna click switch to advance mode.
So the first thing we're gonna do is
we're gonna click create New Mute.
Then we come right up to create knowledge
base, we're gonna put in the name.
So we'll just do the business name stem
Landscaping Knowledge Base Description.
This is for if you have multiple
knowledge bases within one sub account.
So we're just gonna do for
this Landscaping knowledge
base, 'cause we only have one.
But if you had a bunch, you'd want
to put your descriptions there.
Now what we're gonna do here is
we're gonna use the web crawler.
You can also use FAQs.
But this is what we're gonna do because
we're gonna get this really fine
tuned and you're gonna use my prompts.
A lot of people go on and they
create this really fast and then it
doesn't work properly, and then they
complain that it doesn't work properly
because they didn't take a little
extra time to configure it properly.
Take a little more time with this
and it will work much better.
So when we come to web crawl,, we're gonna
come right in here to Ad Source and the
first thing you're gonna do is you're
gonna put in the business's website.
If they don't have one, don't worry.
We have another part we're gonna be
adding in, but you want to put in their
website so they have all of the info.
Then you're gonna click extract data.
So you just put the website
in and click extract data.
Now up here, they don't have a website.
You could also just add
FAQs and that'll help.
But you want the website.
Next, what we're gonna do is we're
gonna come right to this prompt I
have, and this is right down below
and this is free for you guys.
we're gonna quickly come
in and copy and paste this.
We're gonna get it.
We're then gonna come to chat, GBT
or whatever language model use.
We're gonna click paste.
And guys, if you don't know
what this is, this is going to
be creating a knowledge base.
So it is a professional in a niche.
So important.
This is what people miss out on and
this is why their bots don't work as
well, is they don't train them properly.
But me, the wizard, multiple
award winner, I know these things.
So I'm trying to help you fast
track and, and, and not have all
the stress that most people have.
So now we're gonna put in your niche.
We're gonna do land scaping, and
all we're gonna do is click enter.
And what this is gonna do is
it's gonna build out all of the
possible things on landscaping so it
understands the landscaping niche.
And you can do this for any industry.
The point is, is you want the bot
to understand the basis of this.
' cause if it doesn't, it's gonna
kind of wing it and do some
things you don't want to do.
So then once this is done, you're
gonna take this entire thing.
You're gonna copy it, okay?
So you have it.
Then I'm gonna show you a little trick.
You're gonna come in here and we're gonna
come right to sites, and we're gonna
come right into funnels or websites.
We're gonna click New funnel.
We're gonna do from blank.
When you do knowledge base
again, you put the name in there.
And then we're gonna come
right into Add New Step.
We're just going to do knowledge
base, stem Land, scaping.
Guys, this is a sweet little
trick I'm about to show you.
We then come to create from Blank,
and then we come right in here
and we're just gonna slap this in.
And again, you could just share this in
a Google sheet or whatever, but a lot of
people don't have the Google products.
They've Outlook.
So this is an easier way to put it
and have it all on your website.
'cause it gets a little hard to keep track
of when you have a ton of businesses and
you have a ton of different Google Sheets
and it's like, who's account are we using?
Nightmare.
So what we're gonna do is we're
gonna put this on HighLevel instead.
Then what we're gonna do is we're
gonna come right into paragraph.
We're gonna paste this and we're
gonna come right here and we're
gonna paste everything we have.
You can leave it just like that
because it can read it again.
You can make it look pretty if
you want, but it can read it.
It's super smart, it's ai.
Um, and from here we can do save.
And then just to be a little
safe, we can come right in here.
We can put a headline in and
we can do this right here.
Okay?
This first line right here, and then
all we're gonna do, guys, this is
gonna save you so much time because
again, this is on everyone's account.
You can have this same knowledge base.
We're gonna take this,
we're gonna come right here.
You can connect a domain.
If you do not have a domain
connected, then you can connect your
domain if you wanna make it live.
But if you don't have a domain yet, all
we're gonna do is we're gonna click this
and we're gonna drag this exact URL.
We're gonna come right back.
we're gonna come back up to agents,
we're gonna come back to knowledge base.
Like the knowledge base we had.
Okay, add source, web
crawler, boom, extract data.
Now you do that with a live domain.
If you have it, whatever it
is, you're just gonna put
it inside of a funnel, okay?
Like this, or a website page.
That way you have all of their stuff.
And then we're gonna put it back
inside as part of their knowledge base.
Now it is trained on landscaping.
You guys see how easy
this is and powerful.
And again, this prompt and we have
another one about to show you in
a sec, is just right down below.
There'll be both in one, it is yours free.
You don't have to sign up
with my affiliate, nothing.
It is yours free and it
will speed up the process.
So boom, it is now trained.
We are looking good to go.
So that's the first part.
Then once we have the knowledge base,
we're gonna come back into voice ai.
We're gonna come to agent list and we're
gonna go right to Rebecca what we had set
up, and we're gonna finish setting up.
So we're gonna go to agent goals.
We're gonna come right in here.
We're gonna select the
exact knowledge base.
So boom, it now has the knowledge base.
Then we're gonna switch to advanced
mode again to finish the prompt.
Now, I wanna let you know you
can absolutely leave this as is.
You can just pick out the basic stuff
for it to collect and then click next.
I will say basic mode is not as good.
Yes, it will take a little bit more time.
I'm talking like three to five
minutes to set up the advance.
It's very easy and I have
the prompt, so don't worry.
But here's the thing, when you
just do the basic, it often will
not work the way you want to work.
And a lot of people short track
this process and then complain
that it doesn't work, right?
You're gonna have to do a little
bit more to get it to be perfect.
And when it comes to closing deals,
you'll want it to be perfect.
And it also takes so little
time with my, my prompt.
So we have that right there.
We have the knowledge Now
what we have is the prompt.
So right here it's kind of like cool,
but it's, it's kind of basic too.
It's, it's not really good.
So that's where we enter my
second prompt, which these are
both on one page, so don't worry.
But this is really, really cool and
what this is going to do is this is
going to train the AI bot directly
on your business, so it acts like it.
We're almost creating its personality,
so then what we're gonna do is
we're gonna take this entire prompt.
Okay?
We're going to get it.
We're gonna copy it.
We're gonna come back to Chad, GBT, and
we're going to click this right here.
All you're gonna do is you're gonna
fill in these placeholders and it's
gonna go across the entire bot.
So we're gonna do Rebecca Company, okay?
You just gonna fill in your company
just like this guys right in here.
So be STEM Land, escaping.
Okay.
Business type.
What is it?
We are a land escaper.
Okay.
Mission.
You are gonna put your mission of
your business in making lawns awesome.
Okay?
Again, guys, you're just filling
out these basic services.
So for this we're just gonna do
mowing, weed, eating, uh, gardening.
You put whatever you're
gonna want in there.
Personality.
This is where you want to
put what you want to be.
We're just gonna do
friendly and caring, okay?
Tone,
supportive feeling.
Okay?
This is what you want to be.
We want validated and respected.
You guys, you can put
in whatever you want.
Again, I'm missing spelling some of
these, but it understands what I'm saying.
Good vibe.
This is basically how you want it to end.
We just want to do wonderful.
Let's say you had a wonderful day, um,
and then from there we're good to go.
It has everything you need.
And then all you have to do is click
enter and it's gonna go through
this entire, uh, prompt, and it's
gonna build out the exact AI prompt.
We want to use for this right here.
So then we have it.
And the bot is trained exactly on
your business the way you want it.
So again, I'm just gonna
be really clear here.
You don't have to do the advanced way,
but the advanced way makes it way better.
And with the prompts I have down below
for free, it makes it much quicker.
And what this will do is this will train
the bot exactly on the way you want.
So think of the knowledge
base as its brain, and think
of the prompt as its heart.
It's its personality, who it is.
Between those two, using these
prompts, your bot will be amazing.
In under five minutes, you can do this
because obviously I'm taking time and
talking, but it's, it's not hard to do.
So once this is all good, we're gonna
come here and we're gonna copy all of
this We're gonna come right back here
and we're gonna come right in here.
We're gonna do control A, then we're
just gonna paste everything we have,
and from there, we now have created
a much better, more efficient agent.
Then once we have all this, we're
gonna then move on to actions.
So all an action is, is
something it can do on the call.
So we click new action.
We have a bunch of different actions here.
So number one, we have call transfer.
This is literally transferring
the call from a robot to a human.
You pick the action name,
you pick the number you want.
When should the transfer take place?
You then put in exactly what
you wanna say before transfers.
Hey, we're gonna transfer
you human, whatever you want.
Um, you do not have to do whisper message.
That's just saying like, we
have a sales lead coming.
Then from there, you just click save
and it will then transfer to a human.
Then we have trigger a workflow.
So if we come in here, we put in the
action name, we pick the exact workflow
you want, we then put when the trigger
the workflow, just like the other one.
Remember when they say, I
need help, whatever you want.
, Then you have it, say what it
says before triggers workflow.
You don't have to tell them that, but
it's just a way to have it all fire up.
Then you click save, then
it, then you're done.
Then send SMS.
Same thing.
Action.
Name the exact text message you want.
Okay.
What should you say to
people where it happens?
What should you say while it's happening?
It's the same rubric for all of these.
You then can update a contact field in the
same exact way during or after the call.
You then can have appointment booking.
This is really important.
You're gonna wanna have this,
if you wanna book on calendars.
Yes, you have to use this.
So pick it.
Pick the exact days you're
offering appointments per slot.
Hours between slots.
Click save.
We're gonna want that 'cause we're
gonna be booking on this appointment.
And then the last action is custom action,
, which is something completely custom.
Again, action, name, when
should it take place?
What should you say while it happens?
And then you can pick exactly
how you want this to go down.
In here you have stuff like
web hooks and parameters.
You can add all kinds of stuff
to take it to the next level.
So if you guys have any questions on
any of these or anything in the video,
please drop them right down below.
I won't answer you personally.
Okay.
So this is basically the way it works.
Um, you just pick exactly what you want
through the actions and then you're done.
So again, we don't want to use basic
mode, we wanna use advanced mode.
We want to use these two prompts that I
have right down below that are yours free.
That will train on the knowledge
base we had right here, which is
STEM Landscaping knowledge base.
Then we wanna make sure
the prompt is good.
We then want to pick one of these
actions, which are all very similar
as far as the way to set them up.
Once we have all of that, we
look at this, we make sure this
is good, this all looks good.
You can just pick who you want
to receive the notifications, and
then we're going to click save.
Now we can test our agent right
here, but we're gonna wait a
bit before we test our agent.
'cause we have to finish setting it up.
So then we're gonna go and
click phone and availability.
So this is where we set up the exact
phone number that it's gonna be calling.
So first thing I wanna let
you know is the cost, okay?
0.137 per minute, which
is pretty dang cheap.
Or you can upgrade to the
unlimited AI ballin, which is
$97 per month for unlimited.
I'll be honest right now,
it is cheaper to do this.
It just is.
I use this all the time.
It's just way cheaper to leave it as is.
Now what we wanna do is we want
to pick the exact phone number in
your account So we have a phone
number right here and we're gonna
click this right here to add it in.
Now if you do not have a phone number,
you can either take a phone number and
put it in HighLevel, do a porting process,
or you can click buy new phone number.
Come right in here to add phone number,
choose the exact area code you want.
Pick you know what you want
to do, toll free or local.
And then you can buy it for like
a dollar 15 by just clicking
this and clicking proceed to buy.
So that is how you can buy a
number if you're interested in
buying one, they're super cheap.
and they work.
And I wanna let you know for the
AI agents, okay you do not have
to have them A two B verified.
There's a lot of people that keep going
around and saying, you have to have
an A two P verified for local numbers
and whatnot to make calls into us.
You don't.
It's just a phone number,
you're good to go.
So from there, you just decide what
you want with your number pick,
and then you'll be good to go.
Then down here you can click
enable AI agent as a backup
to the phone numbers pool.
So in a numbers pool, it's like a
bunch of different numbers going
through bunch of different calls.
If you have like a call center
sign, this is really handy.
And then right down here you
can set the hours for the agent.
So we click this on, we can have
it work 24 7, Monday, Tuesday,
Wednesday, Thursday, Friday, and you
pick the exact times right in here.
You click what you want and
then from there you're done.
Or you can delete it and
have it not be available.
But this is where you're
gonna pick the hours.
That said, agent works.
From there, when you have
everything the way you like it,
we're then going to click save.
And then last but not least is the
dashboard logs, which I talked about
earlier, which is just gonna be all of the
analytics on your voice agents, and you
can have it for both inbound and outbound.
That way you can see everything
that's happening, the call duration,
the average mins, all this stuff.
So you see exactly what's going
on with your AI voice agents.
so that's it.
You've now set up your
AI inbound voice agent.
So now what I want to
do is I want to test it.
Okay?
So you see how this works live real quick.
When you come into Agent list, once
you have your agent, you'll be able
to see it right here and you can put
it on the marketplace right there to
try to sell it, which is pretty neat.
Um, you can come in here, you can,
you know, delete it, duplicate
it, edit it, sell on marketplace.
Again, copy your all marketplace.
By the way, I have other videos in
the marketplace if you're interested
in selling you wares, but that's
something you can do very easily.
But from there, that's it.
And then you can manage
all of your agents.
From one place.
So now what we're gonna do
is we're gonna test Rebecca.
So we're gonna come right in here, okay?
And we're gonna come right
to phone call and we're gonna
put our number on web call.
We're gonna get into that later,
so don't worry about that.
But it's pretty sweet.
Um, so what we're gonna do here
is we're gonna put in our number.
So we're gonna do 1 1 5 4 0 5 4 6 4 5 2 2.
So now we have that.
We're now going to click call me.
Okay.
Hey, you have reached Stone
and Stem Landscaping Company.
How can I help you today?
Hey, I'm trying to mow my lawn.
It's just terrible.
It needs to be mowed.
It hasn't been mowing years.
Got it.
Sounds like your lawn could
really use some attention.
We'd be happy.
You hear the background noise I set up.
Isn't that cool?
Would you like to book an
appointment for mowing?
Yes.
Hey, a a I need to book, I need to book
an appointment as soon as Thursday.
I need an asap.
Alright, let me check what's
available starting Thursday.
One moment.
Here are the earliest available.
Notice how pauses October 23rd on October
23rd at 9:00 AM 9:00 AM is perfect on
October 20 9:00 AM Interrupted it stopped.
Great choice to book your appointment
for October 23rd at 9:00 AM I'll
need your email address to send
you the confirmation details.
Could you please provide that Declan
the almighty wizard@gmail.com?
It's thanks.
Just to confirm, your email is
D-E-C-L-A-N-T-H-E-A-L-M-I-G-H-T-Y-W-I-Z-A-R-D@gmail.com,
correct?
Yes.
Did it Faster than human knew exactly what
to say and I'll even correct the spelling.
You're all set.
Your appointment is confirmed for
Thursday, October 23rd at 9:00 AM.
A confirmation email has been sent to
Declan the Almighty wizard@gmail.com.
Is there anything else I
can assist you with today?
I just wanted to say thank you so much and
I just wanna ask you what is your name?
You're so welcome.
I'm Rebecca.
Happy to help.
Anytime.
If you need anything
else, just let me know.
Have a great day.
Perfect.
Bye-bye now.
You see how good that was.
I mean, it literally paused, set
up, and we set that up so fast.
And once you've done the hall, you can
see it in call history right here to
show you, you know, the bit of it and
also can record and do stuff like that
if you want it and get transcript.
So you have all these other
things that this agent can do.
And guys, it works so well.
you could set these up with my
prompts in under five minutes and
have them working really well.
Again, collect Gmail, all this
stuff you go through and do this.
And guys, this is why
this is so important.
So many businesses need this and you
can sell this for really good money.
And it's so easy to set up.
What do you know on a HighLevel that
is this easy to set up, this beginner
friendly and is very valuable?
Nothing.
Okay.
Uh, I like nothing.
So it's incredible.
So now it's, what to
do is go right in here.
Let's go to calendars and
let's go to Declan the Wizard.
Boom.
so now that we tested it, we wanna
make sure that the calendar that
we set up, in agent goals right
down here, it properly fired off.
So we're gonna come back when I'm right
to calendars and we're gonna perfect.
Boom, right there.
8:00 AM It worked.
It went through and it is
scheduled my appointment.
This is why this is so
freaking important, okay?
You want to have it go through
and do this, 'cause now you
can have it start scheduling
appointments on someone's calendar.
That is very, very powerful.
All right, so now that we've done
inbound, we need to move on to outbound.
The thing everyone has been waiting
for and the really cool feature that's
going to just change everything.
So the first thing you have to do,
you know, once you go through agency
view, which I showed you earlier in
the video, if you don't have that,
is you have to enable outbound calls.
Now what I'm gonna tell you right now
is it's kind of like a two P in the
sense that no one can just slap this up.
You have to be verified
this, and it's really easy.
You can get verified quickly.
But let me explain.
'cause it's not just like you can just
start making calls right off the bat.
So first things first, you agree to
the terms, you then click accept.
Then you're going to have to go
through a process of identification.
Begin verifying, okay, you're gonna have
to put in the exact country you're in.
Then, okay, you're gonna have to
pick one of these things to do.
So if it's your driver's license,
Put your driver's license, state
id, passport, whatever it is,
you have to upload this, okay?
In order for this to work, very important.
If you do not have this uploaded
and it doesn't have it working, it
will not let you make the calls.
So first thing you're gonna have to do
is you're gonna have to upload this.
Now, here's the important part, and
that's where I wanna be very clear.
You have to do this from
the business owner's id.
You can't use yours for every
single one, because that's not you.
You're not the business owner.
You want to put in whoever is in charge
of this entire thing, or whoever's
the business owner is, because
it's gonna be calling from that.
And if anything happens and you were
to do it you would get in trouble.
Very important.
That's why you wanna have
it be your business owner.
So they go in and they take care of it.
Now that might be like, ah,
that's kind of annoying.
That's like a whole new layer of
crap that we have to go through.
It's annoying, but it also
weeds out all the scammers.
Okay.
And the annoying people online
that just ruin everything
from doing this super easily.
Which is a good thing because it means
that if you can get this set up, your
service is that much more valuable.
That's the cool part about ai.
It's not like anyone can just go use it.
You have to properly set it up and
these kind of barriers, don't think
of them as something to hold you back.
Think of it as something to
hold your competition back.
So that's kind of the,
the silver lining here.
So you're gonna have to pause the
video and go through and do this
entire process and get verified.
So once we've gone through and
verified that you'll be good to go
on, just switch accounts because I
verified it for this account so I
can walk you through in real time.
So make sure you've done that
'cause now we're gonna move on to
the next part, which is enabling.
So now we're gonna do is we're gonna
click enable outbound calls and it's
gonna bring you to some forms, okay?
So this is really important.
These forms may not have the proper opt-in
messages, so what we're gonna do is we're
gonna click proceed with update and now
we're gonna make sure these forms have it.
So we're gonna insert new language.
So this is what you can do.
You can take this right here.
We can copy this.
We can come right into chat, GBT.
We can go, I need a TOS
for my outbound agent.
On go HighLevel, you can do really
anything I need like an opt in
message following these guidelines.
Again, you might want to
do more research on this.
I'm just notice as the sig, the video.
Um, but your whole point is you want
to make sure you have an opt-in.
That's the whole point of this.
Like you want to have an
opt-in, um, and phone calls.
Okay.
Perfect.
Perfect, perfect.
Yeah, that sounds pretty dang good.
So then we're gonna come right back here.
We're gonna click insert new language.
Um, then we're gonna check compatibility.
Boom.
Look at that.
Okay, we're good to go.
So Then right here, we're gonna
come right in here to Forms.
Okay.
We'll just pick all four
or whatever one you want.
We can just do the Zoey Hair salon
opt out form or whatever you want.
You pick the exact form you have,
um, whichever one you wanna use.
We then click update
for selected channels.
Again, you can do this on the form
side, but they make it really easy here.
Um, but we are updating through here
because it keeps it all cleaner.
Boom.
Okay, we can run new compatibility
check just to be sure.
Boom.
It's looking good.
Proceed with update.
Okay, we already have it.
We are good to go.
So now you have the outbound part
enabled for that form that we picked.
So now what we can do, okay, this is
really important, is we can now go
through and trigger the outbound calls.
So now we're gonna do is we're
gonna go back and we're gonna go to
automation and we're going to create
new workflow and start from scratch.
Okay?
Because now we're gonna trigger this.
So we're gonna come right in.
We're gonna do form.
Submitted form is, and guys,
the triggers can be really
whatever you want at this point.
once this form gets
submitted, we can call them.
So we have that right there.
We then come in here and pops up right
here as a recent action you can type in.
So boom, right there.
Voice AI on call.
If you can't find it right away,
you just click voice a, it'll pop up
once we click this, It's now going
to be the action for the trigger.
as you see right here, you can name it
and then it will give you the guidelines.
So read this because it's gonna
show you how this works, how many
calls you can make and whatnot.
Then right here, you're gonna
pick the exact AI agent you want.
Then you're gonna click said phone number.
Then you can save action.
Now, when that form gets submitted, it
will call the number that was on the form.
How cool is that you now have been
able to inactivate outbound calls.
then from there you can go to your
contact section inside of HighLevel
and basically put a bunch of contacts
through a workflow to start calling.
Now you wanna be careful 'cause
the laws in this are only gonna
get stricter and I feel like people
are gonna get banned really fast.
But for right now, you
can do a lot with this.
So again, you just need
to get clever with it.
Think about it, okay,
how am I gonna do this?
I'm gonna do form submitted.
How, like, how is this gonna work?
And you just have to think and
be creative, to get it to work.
And from there it will call you.
And then it's gonna basically
do what it needs to do.
And then, you know, you can
just launch a bunch of calls.
So you're gonna click save,
you're gonna want to publish this.
Um, then what we're gonna do is
we're gonna go back to AI agents.
Back to AI voice.
when it come to outbound, we're
gonna come to agent lists.
We're gonna come to Rebecca, okay?
And then right in here, you will see
outbound call has now been opened up.
From there, you're just gonna
pick the disclaimer, okay?
And then the agent's initial
message, just like that.
And then you're gonna wanna have
an opt out message in there.
Um, but you just follow these
three basic things and your AI
agent is now set up for outbound.
Now all you gotta do, you go to
contacts, launch it, or you have a
form and it's gonna work, all of that.
So what's gonna happen is
automations okay, are gonna become
very important in this process.
So you're gonna think like, okay,
you need to have the right automation
to trigger this whole process off
for this to work very smoothly.
So that's how you do outbound.
Guys.
If you have any questions,
drop 'em down below.
I mean, it really is that simple.
The last part is just configuring,
uh, the disclaimer, the initial
message and the opt-out mechanism.
From there, it's all set up and
you can just start training it,
moving it, and you're good to go.
So that's outbound in a nutshell.
You can now start outbound
calling your leads that come in.
Again, you have to follow the compliance.
Please make sure you
pay attention to that.
'cause that is no joke.
You wanna really follow that from there.
You're good to go.
So we just covered inbound and outbound AI
voice with HighLevel, but that is not all.
There is one more sweet thing about this
that I haven't showed you that I'm about
to show you that's gonna blow you away.
'cause you know the wizard always
goes above and beyond with the
free prompts, with the knowledge.
there's no one that does it like I do it.
And I do this for a reason, because
I want to help you get along faster.
I wanna show you one more
really cool feature with this.
So what you're gonna do is you're gonna
come right into your HighLevel dashboard
and you're gonna come right down to
sites and you're gonna go to chat widget.
Okay?
This is one last thing I wanna show
you that is so freaking awesome.
We click new and lo and behold, we now
have a voice AI chat widget you can add to
website that is an AI agent that can talk
to you on the website, which is insane.
Real quick, if you don't see
this here, you're gonna have
to come to your agency view.
Go to settings, okay?
Come right into labs.
Go right into subaccount, click
voice and then boom, right here.
You're gonna want to Click activate
feature, pick the subaccount and
this will now pop up for you.
So watch out cool system.
We're gonna click voice ai, okay?
And what this is gonna do is this
is literally gonna have an AI
chat widget that is a voice agent.
I mean, this is just insane.
So you come in here, you pick the exact
style you want to have for this, and
we're not gonna go too in depth in this.
Um, 'cause we've done this
a million times before.
You pick the exact chat,
which is the avatar, um, chat
window, all this good stuff.
But what we want to do is we wanna come
to Agent and we want to click Rebecca.
then once we have that set up,
we're then gonna name it Rebecca.
Okay?
Then we're gonna come right in
here and we're going to click save.
Okay, so it's already saved.
Then what we're gonna do we're then
gonna come to a website of your choosing.
okay?
Pretty cool.
We're gonna cover right in here.
We're gonna click this, we're gonna
go right to settings, and guys, you
can do this on any website, even
WordPress, which is just insane.
We're gonna click Rebecca and
then we're gonna click save.
And guys, this is, this is
gonna make you guys tweak.
Just, just watch this.
This is so insane.
So now that it's saved, we're now
gonna come visit, said website.
Now look at this.
We have a chat widget on the
website that we can talk to.
Check this out.
Hey, you have reached Stone
and Stem Landscaping Company.
How can I help you today?
Hey, um, I am trying to mow my lawn.
It looks terrible.
Got it.
Sounds like your lawn could use some care.
We'd be happy to help with that.
We offer mowing services to get
your lawn looking great again.
Would you like to book it?
Awesome.
Okay.
I just wanted to show you that, 'cause
I don't wanna run through the whole
thing about how cool is that you now
can have a voice agent on a website
for people just pop up and talk to,
they don't even have to make the call.
Do you see what I mean?
That doesn't mean this takes it to a
whole nother level of, especially for
people that are less inclined with
tech, they don't have to go through and
call and then wonder what's going on.
You can have an AI agent talk to
'em right there and right then.
How cool is that?
And all you had to do is that
simple process I just followed
of creating said chat widget,,
plugging on, and you are done.
It doesn't get any easier than that.
And the guys, I'm telling you,
you can use these exact feature,
you can sell this anywhere.
So if we come right in here, come
to Rebecca, you can just get the
code and you can paste this on any
website that has a tech center.
So I mean, that could be a WordPress,
a Weebly, a Squarespace, a Wix, um,
Webflow, I mean you name it, HubSpot.
You just copy this and put it and you'll
now have this chat widget anywhere.
So this opens up a whole new door of
selling AI agents chat widgets, chatbots.
That's just like you can't beat this.
So again, that's really cool because of
any questions on dropping the comments
down, belows, I'm telling you that is
going to be a best seller very fast.
So to turn on outbound AI voice, you're
gonna come right to AI agents and
you're gonna come right to voice ai.
Now, I wanna let you know you have to
have an AI agent built for this to work.
If you do not have an AI agent built
and you don't know how to do that.
I will be linking a video at the end of
this video that is an entire up-to-date
tutorial on how to build AI agents.
I will show you everything, so don't worry
if you don't have an agent right now.
Keep watching and you can hit that at
the end to get this all sorted out.
But if you already have an agent, we're
gonna be enabling outbound immediately.
So first thing first, at the time of
this video, you may see this already
up here, but you may not, and if
you don't see it, you're gonna need
to go enable it on agency view.
So you're gonna click this and
you're gonna go back to Agency View.
Okay?
So we're gonna come to Agency View,
we're gonna go to settings, and
we're gonna come right down to Labs.
When we're in labs, we're gonna
come to Subaccount and we're
gonna type in Voice, okay?
And we're gonna scroll right down to
you see voice ai outbound calling.
You're gonna click Activate
feature, and you're gonna pick
the exact sub account you want.
Then click activate.
Then come in and refresh the page.
And you should see this right
here and outbound and all that
good stuff, just like this.
So right before we jump into verifying and
get this up, I just wanna break down the
difference between inbound and outbound.
If you don't know, inbound is when you
have a number that has a voice agent
and people call you and it just answers.
Outbound, on the other hand, is it
calls other people and talks them.
So it's the difference
between offense and defense.
One is for receiving,
the other is going out.
outbound is like literally you have
a bunch of people you wanna call.
That's how it works.
Now, there are some rules around it.
That's the concept.
So that's the difference.
And we're not gonna be covering inbound,
we're gonna be covering outbound.
Okay?
And again, at the end of this
video, we have that full tutorial.
So don't worry.
So first thing you're gonna do
is click enable outbound calls.
Now, this is really important.
You cannot have this work unless
you get properly verified here.
So the first thing you're gonna do is
you're gonna put in your country, okay?
You're then gonna immediately have
to put in one of these different.
Identification cards in
order to get this work.
And here's the thing, you can't
do this yourself for your clients
or you will get in trouble.
You don't want to do that.
If anything happens, they need to do it.
So if it's Bob's Landscaping, Bob needs
to submit his info, you're not gonna be
submitting your info for your clients.
Very bad, very bad.
'cause if anything happens and it's
your driver's license, you get screwed.
You don't want that.
and, and just one thing I wanna,
I wanna make really clear.
Some people are seeing this and
they're like, oh no, this is
like A whole new verification,
like a two P. This is so bad.
Think of it this way.
These aren't roadblocks for you.
there are roadblocks for your competition,
because the vast majority of people
online tend to be scammers in the online
marketing world like they just are.
they don't do stuff the right way.
But the few of us, especially those
in the high level community that do
a great job and help, this is gonna
help you sell services for a premium
and it's gonna make you stand up more.
So actually this is a big positive.
We want this, trust me.
So you're gonna wanna go through this
entire process, verify, submit the info,
and then from there you'll be good to go.
So pause the vid if you need to and go
do that, or we're just gonna continue.
so I now have enabled it.
I've gone to an account where I've
actually gone through the process
and submitted the proper info.
And when we click enable outbound
calls, you will see this voice
outbound AI calling requirements.
So you basically have
to have opt-in language.
So the way this works is we basically
connect this to automations.
This then runs, but we have
to be properly opted in.
So we have a couple forms here.
Some of these don't have the proper
opt-in language, and you can go
into forms under sites and add
this, or we can do it right here.
So this is what I recommend you do.
we're gonna click this, we're gonna
come to chat, GBT or whatever your
favorite, um, you know, LLM is.
We're then gonna go, I need an opt in.
TOS for my AI voice agent
on this form, please.
Here are some guidelines.
Everyone's in different countries.
Everyone has different laws.
Do your own research.
Guys, I don't know where you're at.
I'm just showing you a
basic way to do this.
You want to make sure you're compliant.
This is really important.
You don't want the government coming
after you, so make sure you do
all this and you do it properly.
So we come in here, we then click enter.
Okay.
Then from here we're gonna have something
that pops up that looks just like this.
This is pretty good.
Again, you're gonna want to verify
this, which we're gonna do in a
sec, but you can find these online.
You can find anywhere.
I like using chat GBT because it'll
take what they have the guidelines
and follow it very strictly.
Sometimes you find stuff on random
websites, it's not the best.
It's from some sketchy guy.
You don't want that.
So then what we're gonna do is we're
gonna copy this and we're gonna
come right back to our page and
we're gonna do proceed with update.
We're then gonna put insert new
language right here, and we're gonna
paste this exact thing and we're
gonna click check compatibility.
And then right up there,
disclaimer is compatible.
You can now proceed with the update.
So then what we do now that we have this
good to go is we're gonna click form.
Okay?
Come right down here and
we can pick all the forms.
You pick which one you want,
I'm just picking all them, but
you pick the exact form that
you're gonna have for the opt-in.
Okay.
And guys, this is gonna be used for a
lot of different stuff in the future.
You'll see here, but you have to
opt in in order to trigger this.
So we have this, this looks good.
Then we do update language
for selected channels.
Boom, look at that.
Total updated, failed.
We're good to go.
So then we click close.
Now we are good to go.
So now we're gonna come to automation
and we're gonna create workflow,
and we're gonna start from scratch.
So first things first, you're gonna want
to name this, we'll just do outbound
ai and I wanna let you guys know they
have a lot of updates coming out.
Like this stuff is gonna
be changing drastically.
So there's gonna be lots of different
ways to do this, but it's gonna, most
likely all gonna be within automation.
So first things first, we need
to put in the trigger so we can
add all kinds of triggers to, you
know, have the AI voice agent call.
But again, compliance is a
big thing, so you wanna make
sure you're being compliant.
So what we're gonna do is we're gonna
gonna do form submitted and we're
gonna pick one of those forms we have.
So form is, we'll do the
website onboarding form.
Yeah, we'll just do that for now.
Again, you wanna pick the form that's
been checked that we just did in the
step before, and then when we click
this plus you'll see voice AI outbound.
Now that popped up 'cause I just
looked at it, but you can type in voice
and you'll see it pops up right here
and it says voice AI outbound culture.
So we're gonna click that.
And then right here you'll see the
exact  outbound guidelines for this.
So this is pretty neat.
It's gonna show you all the stuff with it,
which is the calls and all sort of stuff.
'cause they're trying to protect you
from just blasting everyone in their
mother, which is actually a good thing
cause then scammers would be cold
calling you about insurance 24 7.
Trust me, we would all hate
that and phones would disappear.
Then you're gonna pick the
exact number you want, then
you're gonna save the action.
Now, when people trigger this form, the
number on that form, if they opted in, the
AI voice will then ring, ring, call that.
Now you can put other triggers in.
You can do all kinds of stuff
with this and it's gonna trigger
the AI voice to then call them.
So when a trigger happens, the AI
voice calls 'em as opposed to inbound,
where it only triggers if they call
the number, this actually calls them.
And guys, this is going
to be insane for sales.
Like this is, this is
just gonna be like crazy.
'cause what will happen is missed
call texts back and services like
that will now be miss a call.
Let me call you back.
You see what I'm saying?
It becomes like a whole new
level of outbound, which is
really what a lot of people need.
They don't just want to text
back, they wanna call back.
So this is incredible guys.
I'm telling you, this will change
the entire game, and I'm telling you
right now, businesses that have this
will succeed faster than anyone else.
So that's how you do it, guys.
You pick your triggers, you pick what
you want, you go through from there.
You are good to go and you have
everything you need to start launching.
So you guys, any questions at
all on this entire process?
Please go down below and message me.
Okay.
I'll answer anything.
And one last point about enabling this.
You can go to contacts and launch this
like as an automation that way too.
So you have multiple different
ways of triggering this.
But again, you probably have
questions, so drop down below.
And last but not least, once you have the
outbound, you come in here, you'll see
all your outbound stats right here and
in agent list when we come to Rebecca,
if you scroll down, you'll see this
right here, which is the outbound call.
This is really important.
This will be the greeting message, and
this all pops up after you've done all.
But you'll see right here.
You can pick the exact disclaimer, you
know how you wanna say it to opt out.
'cause again, they have to
opt out the initial message.
That's what they say
as soon as they answer.
Okay.
And then opt-in mechanism
and stuff like that.
So you have to go through all this.
You have it, but from there you're
pretty much good to go and you're done.
So the outbound, again, is a game changer.
Guys, I think this is really gonna
revolutionize this industry and the people
that have it and get verified will crush.
And I actually, I'm gonna say
this one last thing before we go.
Make sure you get
businesses verified asap.
' cause who knows if it's gonna get harder?
Get in now while it's easy.
So you can go through and we can
just start working this 'cause
the businesses have this are just
gonna take off at a rate and speed
that we've never seen before.
We're gonna come right
into your sub account.
You're gonna go right down to AI Agents,
and you're going to go to Conversation ai.
Now, first thing I wanna do is
just show you around the dashboard
because this is very, very important.
So this is what your dashboard will
look like when you have agents in it.
Now, if you come to these three dots,
there are a couple things you can do.
You can click edit to edit it.
you can open in a new tab.
You can set as primary, meaning
the primary bot only works on chat
widget and a couple other things.
You can delete it.
You can copy the UL for the marketplace,
or you can sell on the marketplace.
So the marketplace, if you don't know, is
a place where high level people, okay, and
the high level people in the ecosystem or
anyone around it can sell their products.
This is really cool.
I have other videos on this.
so check it out if you want to,
you know, see what it's about.
It's very interesting.
But drop a comment.
And I'll guide you in the right way.
But that's what this will look
like when you have your AI bots.
Now, when we come in here,
there's these two buttons.
manage knowledge base, then create
bot, We're gonna get into that
later because it's important.
But this is how you basically create the
data from the AI chat bots to pull from.
But then we're gonna go to Create
Bot, and you're gonna get two options.
Guys, these are some of the big updates.
High level rolled out.
Okay.
You have two different kinds
of bots you can create.
You have create prompt based bot
and create guided form setup.
Two different ones
drastically, different setup.
So we're gonna start with
create prompt based bot.
So you're gonna click this right here.
And you're gonna have four different
options, one general q and a,
which is just answering questions.
Two.
Appointment booking heavily geared.
Booking appointments on a calendar.
Three marketplace templates.
We talked about the marketplace earlier.
You can go on and buy said template,
but don't worry, I got a sweet prompt
for you in a bit that's completely free.
You're gonna love it.
Or you can start from scratch.
For the sake of this video, we're gonna
do appointment booking, 'cause that's
gonna be the goal of the chat bot.
Then we're gonna click continue and
you're gonna be brought to the classic
page that looks just like this.
You've seen this before and
I'll walk you through it.
First, we gotta name the bot.
We're gonna do Mary.
We then wanna make sure this is on.
Autopilot.
Then in this channel, you either
want to drop down and select
these or unselect them or collect
the X if you don't want them.
These are the channels on
which the bot will respond on.
So if you have SMS, it will
respond to the SMS text messages.
If you have Facebook, it
will respond to the dms.
If you have chat widget, live
chat, that's gonna do the chat
widget and so on so forth.
This is where you pick where you want it
to respond, and again, you just click it.
Or you click off or click the X to get it.
So pick what you want.
Then we're gonna put the business name in.
Dave's Plumbing a classic.
Then we're gonna pick
the time for responding.
So how fast do you want to respond?
I actually recommend you do five seconds.
It's just better, doesn't look too scammy.
Then you're gonna wanna pick
the maximum messages they bot
can send in a conversation.
Now, you do wanna have a cap to this
because if someone's just asking
stupid questions, going back and forth.
It's just stupid.
So I say 10 is good.
send a bot to sleep.
When someone sends a message manually,
this is if a human sends a message,
it will automatically shut it down.
We'll get into that a little
more later with the actions,
but you can leave that off.
And then right here you have the pricing,
so you can either go with the 0.01.
cents per response, or
$97 for unlimited ai.
To be honest, I recommend you
stick with the current plan.
It's way cheaper as of
the making of this video.
Okay, and then set bot as primary.
This is really important if you're
trying to use the chat widget
and you just click that on if you
want this to be the primary bot.
So once we have everything
looking good in here, we're
just going to click save, then.
Once we have that all done, we
start to move on to the important
part, which is bot training.
Now we need to go over knowledge base.
So very simply, a knowledge base is
where the AI pulls its info from.
It doesn't just pull it from the ether.
It's not just the sentient
being that knows all things.
It has to pull from.
Some sort of knowledge base.
And as of right now, it can't be just
connected to the internet because there's
all kinds of compliance laws around it.
So it has to be based off of something.
So what you can do is you can select
the one you have right here if you
have it, and it'll look like that.
But if you want to create a new one,
we're gonna click Create New right here.
And what we're gonna do is we're
gonna do Dave's knowledge base,
and we're just gonna do all.
Dave's knowledge, put that wrong.
Okay.
And then we just click save.
But what this is gonna do is this
is actually gonna pull up the
knowledge base for us to edit.
And if we come right in here
back where you see, you can click
Knowledge base and get it right
there too, just to let you know.
But this is really, really important
'cause this is how you train your bot.
so you have a couple different options.
You have web crawler.
This is going to be pulling from a
website, FAQs, this is just preloading a
bunch of FAQs, which can be very handy.
And then some stuff with
tables that is coming soon.
So what we're gonna do is we're
gonna do add source, we're
gonna do web crawler right here.
And then what you're gonna do
is you're gonna put in the URL.
Of your client's website.
Very important.
This is like how it will know their data.
Then once you have the URL and you'll
then click extract data, So I recommend
you do what I'm about to do next,
whether they have a website or not, and
that is using my niche mastery prompt.
Again, this is right down below, guys.
You can get it completely for free.
This took me forever to build.
It will save you a lot of time,
and I promise you it's free.
You don't even have to sign up
for my affiliate, so don't worry.
You can just have it.
It's yours.
And this has saved me a lot of time.
So what we're gonna do is
we're gonna come right in here.
We're going to copy, said prompt.
We're gonna come to chat.
GBT.
We're going to paste, and then
we're gonna fill in these blankies.
So what we're gonna do is
we're gonna do plumbing.
You're gonna put in your niche, right?
Like that.
Then we come right into Chad, GBT.
We're gonna paste and all we're gonna
do is put the niche right in here.
So we got plumbing, and then
you're gonna click enter.
Now what this is going to do, okay, it
says a God level plumbing knowledge base.
This is going to just pull
out everything on plumbing.
It's just creating this massive bank
of knowledge on the plumbing niche
so it knows certain stuff 'cause.
The website might not be enough.
Because what a lot of people do
with these AI bots and where they
go wrong is that they barely give it
any actual knowledge to pull from.
It's a website with one page
that doesn't really do anything.
We're going to paste this thing, okay?
We're gonna do it plumbing knowledge base.
And very simply, we're gonna click this up
here, or whatever you're using it on, you
know, any sort of link sharing software.
We're gonna copy, said link.
Then we're gonna come all the
way back to the knowledge base.
We're gonna add source, we're gonna
add web crawler, and we're going
to put this exact URL in here.
'cause now what this is gonna do
is this is going to come right in
here and it's gonna pull from this.
And I recommend you make this even longer.
Okay?
But you get the idea is.
You want to have as much knowledge
from it to pull from, and this
prompt will help you so much.
So make sure you use this again,
it's right down below, you get it.
it will help you so, so much.
So now it says, trained our
knowledge base is good to go.
So now what we wanna do is we want
to come back to conversation ai.
We have Mary, we're partway
through setting it up.
We're gonna come right back to bot
training as you see right here.
And we're gonna select
Dave's knowledge base.
We have what we need and we are good too.
And again, you can always beef up the
knowledge base more if you want, but now
we have something that it can pull from.
So from there, we're gonna click save
and we're gonna move on to the next.
Most important part of getting this
bot dialed in is the bot goals page.
And guys, this right
here, the auto follow up.
Is outbound messaging.
It's insane.
It is so awesome.
It is a massive update they made.
I'm using it to this day
and it is crushing for me,
so I'm gonna go over that.
Just a sec. So stay tuned.
So what a lot of people do is they come
in and they either leave this the way
it is or they kind of tinker around
and fill this with some random stuff.
And I've gone through this
process and it was very annoying.
It was like, man, you know, going
through this takes too long.
So what I did for my internal team, I was
like, I need to create a prompt where we
can just smash these AI chat bots out and
have them work really well really fast.
So what I've done is I've also created
this prompt for you, and this is a juicy
prompt that's going to basically generate.
Depending on your niche, your industry,
your business, a full set of AI
chatbot prompts that you can just
copy and paste and put in here and in
seconds be ready to launch this thing.
I'm telling you, please use this
because this took me forever.
And you'll even see right here, like
little stuff like, do not use emojis.
Like it won't work if
you put emojis in here.
And like these little things that took me
so long to figure out, 'cause Chad, GBT
and these things would keep messing up.
So this is kind of the final
version and it is awesome.
So what we're gonna do is we're
gonna copy this right here.
We're gonna click copy.
We're gonna come right into Chad, GBT.
We're gonna click paste, and we're just
gonna fill each of these out like this.
So assistant name, we're
gonna stick with Mary.
Business name, remember you're gonna
put in your business name right in here.
We're gonna do Dave's
Plumbing Industry type.
Well, you guessed it, it's plumbing city.
Again, this is a really
important city state.
We're gonna do Winchester.
Virginia.
Very important.
Okay.
You just put it in just
like this industry keyword.
This is important.
This is just going to be like
what you're trying to run for.
We're gonna do plumbing
professionals, unique selling points.
This is like what makes you, special.
You can do licensed technicians.
Guys obviously tell the truth here.
and any other, same day appointments.
Okay, top services is important.
What are the things you
guys want to sell most of?
So what we would do is hot water installs.
Fixing poopy toilets.
So we just gotta put that in there.
And then promo, this is really
important 'cause this is gonna
be like your lead magnet.
So what we're gonna do here is
we're gonna do free estimates, okay?
From there.
We're good to go.
And then we click enter.
And what this is gonna do is this is
going to take, okay, all of the info we
had, and it's gonna quickly build it out.
As you see Mary, the one professional
in, slightly witty air chop out,
Dave's Plumbing, a top-rated
plumbing room in Winchester,
Virginia, blah, blah, blah, blah.
And it's gonna generate all of the stuff.
But you see right in the order we
wanted it, intent, personality, all
that stuff as you see right here.
So you don't have to
fish through and do that.
So now what we're gonna do is we're just
gonna copy paste, copy paste, copy paste.
So first things first, personality.
We're gonna copy this right here.
We're gonna go right down
and we're gonna click copy.
We're gonna come right here,
get rid of this, and we're
going to enter right in here.
Okay?
Then we're gonna come right in here.
We're gonna take all of this.
Copy, and you guys can go even more in
depth on this if you want to change it.
but it is just like that.
We're gonna take this right here.
We're gonna copy this as well.
And we're gonna enter.
So now what we have, which is
really interesting, is this
entire thing built out so fast.
I mean, you saw I was
talking while going through.
You can have this done in seconds.
Okay?
I mean, under a minute.
You can do this guys.
This will save you so much time
and the bots turn out well.
We'll demo it later, but like,
please use this guys, it's free.
You don't have to sign by affiliate.
It's right down below.
This kind of stuff helps so, so much.
So make sure you use it
'cause it's so awesome.
Now we get to the super, super awesome
part, which is going over the actions.
So each one of these adds a specific
action you can add on top of your
chat bot to make it more powerful.
So first off, we have appointment
booking You're gonna wanna select
the exact calendar you wanna use.
'cause remember it has to book a calendar.
I have full videos on how to
create a calendar on Hilo if
you don't know how to do that.
So please go watch that.
You then have, don't book
appointments, send booking link.
Only if you click this, what it's
gonna do is it's going to send
a link to a booking appointment.
It's not gonna try to go back and forth
and just book them based on what they say.
Pause bot responses after booking.
you put in the time and
it's gonna stop responding.
Trigger workflow.
we can select an automation that
will trigger after it books.
You don't have to, but
it's just available.
And then you can transfer to an employee.
If you click this, you pick the exact
user and then it will go to a real person
and then allow bot to cancel appointment.
Select that on.
Very self, explanatory and then
allow bot to reschedule appointment.
You click that onto, so first you have
booking appointment stuff that you
can set in, and once you click save,
it'll kind of have this blue tinge
to it, show that it is in action.
So that is actions for
booking appointments.
Trigger workflow.
This is very simply having an automation
fire up once something happens.
So first you want to name what
it would be, and then you'd click
the workflow you want triggered.
And then right in here,
this is when it happens.
So if they like say, Hey,
here's my, you know my name.
You would say, when they say, you
know, contact name, click save.
And what this will do is when they say,
okay, here's my email, or whatever this
automation in the background will trigger.
So this is a way to have automations
work hand in hand with the AI chat
bot, and it's very self-explanatory
and you can add as many as you want.
So again, this is just
to trigger automations.
Then we have add contact info.
So this is if you wanna update fields,
add custom fields, all kinds of stuff.
Name right here.
You pick the contact,
you wanna be updated.
Then you put what to put in the field
and you select it Right in there.
You put in exactly what you want.
That way you can change contact
fields when talking to 'em.
This can be great for custom fields,
so if you have a favorite soccer team,
favorite Pokemon card, net worth,
something you created in high level
custom field, you can tweak it like that.
And again, right in here, like all
the others, you can add more and more
and more, and then click save When
you're done, then what we have is we
have stop bot, so this is important.
When they say something, the bot can
immediately stop, and if we enable
the scenario, when they say bye, when
they say goodbye, when they say thank
you, or you can add as many as you
want or whatever you want, the bot
will immediately turn off that way.
This will just stop the bot in it
tracks so it doesn't keep going on.
And again, you put the final
message you want to say.
So you know, sign ours, see of
suckers or whatever you want.
Obviously don't say that, but
you know, that's the final
message to say goodbye to it.
Then you can reactivate the bot by
clicking this and putting in the
time limit after it has stopped.
So if you want to do it a day, five
hours, six hours, whatever, it'll happen.
And then it will add this custom tag
and again, you click save for it to
work and you can add more scenarios.
But this is great if you want to stop
said bot from doing extra actions.
Then right here we have human handover.
Basically when someone says, I wanna
talk to a human, or I wanna talk to
the manager, we can then assign them
to a user in high level, and it's gonna
basically trigger them, give them a
notification in high level, and then
they can take over the appointment.
So this is great if you have humans and AI
working together in your sales sequence.
This will help a lot, and it's
a very good way to transfer when
you need to talk to someone live.
Really important.
and then again, final message.
You can reactivate the bot
after X amount of time.
It'll create a task for the contact,
so your user, it'll be like,
Hey, you gotta take care of this.
And it'll push notification
and simple as that.
And you've got a couple different
ones here, and you can add new
scenarios like that, but you
got all kinds of stuff to do.
So that's the human handover.
Then we have transfer bot.
this will transfer from one
chat bot to another chat bot.
Okay.
So it depends If you have like a setter
chat bot and a closer chat bot, and you
have a very complicated sales sequence.
This is where this comes in.
So you would just enable bot, pick
the exact bot you want to transfer to.
When it says, you know, X word
or whatever it says, it then will
just send from Mary to Chanel.
It'll just change the
chat bot that is talking.
So again, guys, all of these, you
use them if you need them, but a lot
of them, you're not gonna need them.
This last one is huge.
I've been waiting for beeping ever to
get this, and this has actually made
me so much money because it's enabled.
Follow-ups as opposed
to having automations.
So to make your AI work way better
on high level, we're gonna come right
to your dashboard and we're gonna
go right down to AI agents and we're
gonna come right into knowledge base.
Okay?
This is where all of this is done.
Now, I wanna let you know, I'm gonna
show you, in my opinion, what is
an absolute cheat code to making
this work better and faster to.
And it's easier for you while we
go through this, but first I'm
gonna have to explain exactly
what this is and how this works.
So first off, every AI in high level
is connected between knowledge base.
Okay?
As you see here, your AI agent has
to select a knowledge base or AI chat
bot Has to select a knowledge base.
This is how you train your ai.
It has to pull its data from somewhere.
It doesn't just know everything.
It pulls data from a specific place.
Now, in high level though, you
can create multiple and they can
be sourced from different places.
And one of the things I see time
and time again is when people's AI
agents, AI chatbots, or whatever
they're using it doesn't work properly.
It's because their knowledge
base is not properly filled out.
And this is a big thing you have
to be utilizing and properly
doing for it to work properly.
And I've had a lot of experience with it.
That is why I've created this shortcut.
So that's what the knowledge base is.
Now how do we create them?
So we'll come right up here to
click Create knowledge base.
You're gonna give it a name.
So we're gonna say, um,
Arctic Air Knowledge Base.
So you just name it.
And the description really isn't
something you have to have, it's just
to basically delineate it from other
knowledge bases within the account,
because you can have multiples.
So we're just gonna say knowledge base.
Okay.
And then we're gonna click create.
So now that we've created the knowledge
base, we now have to create the source
from where the knowledge base pulls from.
' cause again, the AI is going to pull its
data from the knowledge base, and there is
multiple different ways you can do this.
Again, I have this amazing shortcut
I'm gonna show you here in a bit.
But first I need to just
break down what these are.
So first off, you have a web crawler.
This is pulling from the internet.
So this can be a website, which is what
I recommend you do, or any page online.
And to do that, we'd come right up here
to add source, we'd click web crawler.
And we put the URL in, or the path or
the with the domain, and we just slap
it in right here and click extract data.
Simple as that.
That is how we would get the web
crawler version, which is just a
site off the internet or a page.
Then what we have is FAQ.
So this is frequently asked questions,
and to add these in, we'd come
right up here and we click FAQ.
We'd put the question in, then
the answer to said question
And then we would click save.
And in a bit, I'm gonna show
you which ones I use, which are
best, which comes to shortcuts.
So don't worry.
I'm gonna give you the
pro tips here in a bit.
Then we have tables.
Okay, So a table is basically a CSV
or any sort of spreadsheet that has
all the data lined up in columns.
And to add that, we come right in here
and we click tables, we upload your
CSV, make sure it's properly formatted,
then we go through and we submit it.
So that is to add the tables in, which is
A CSV that is gonna take a little long.
Then we move on to rich text.
So this is basically having properly
formatted paragraphs with headings
and all this stuff right in here.
Yeah.
And you can plug it all in that you do
not have to go to this to add this one.
And then last but not
least, we have file upload.
Okay?
Which is where you can come right
in here and you can upload a file
whether to PDFA doc, whatever,
and it has all the data in it.
And you can plug that in,
it'll be trained off of it.
So in your case, you might be
asking, well, which one is the best?
So for most agencies and
service-based businesses.
you're gonna want the web crawler
ones with my special hack.
I'm about to show you.
FAQs are good, but they often
don't answer everything.
If you really want to get really in depth,
you can put FAQs, um, on top of this
tables.
That's something that
just takes more time.
You can get basically the same
thing done with web crawler.
It depends how you know, if you have some
complicated stuff, rich text, similar
to web crawler, what I'm about to show
you, I don't think it's necessary.
And then file upload again, depending
on if you have lots of, uh, more
complicated database stuff, you can,
but in reality, web crawler will be
perfect for you to train your AI bots.
So that is what I recommend.
So what we're gonna do is we're gonna
use a little hack on training us.
So first off, if the business you're
working for, or you has a website.
You should immediately come in and
put that website in here, slap the
RL in, click extract data done.
That is something you should do asap.
It is very, very important.
On top of that though, to properly train
it, what we're gonna wanna do is we're
gonna wanna create a knowledge base, okay.
That is an expert on a specific
niche, and that is why I have come
up with this amazing AI prompt that
you can have free right down below.
I made a video like this many, many
months ago, I think six, six months
ago, at least half a year ago.
And in that video I had one
that was a little more sloppy.
This one is much better.
I've been using it, it's awesome.
And what we're gonna do with
this is we're gonna generate.
A knowledge base for any niche.
Again, this is right down below.
You can have it for free, but
this is what we're gonna do.
We're gonna copy this once you get it, and
we're gonna paste it right in here, okay?
And we're just going to change the niche.
So if you're like a law firm or something
with sub niches like real estate law,
uh, family law, you can put that in.
But what we're gonna do is
we're just gonna do HVAC and
then we're gonna click enter.
And as you've seen here, and you
don't have to just use cha, you
can use Grok, Gemini, whatever.
But what this is gonna do is this
is gonna go down, and this is gonna
create in perfect formatted order.
So, okay, the bot can read the knowledge
base properly and go right down
below with all of the info it would
need on HVAC so it understands hvac.
Does that make sense?
I created this so it
properly trains the AI bot.
That's why I did this.
' cause what a lot of people do is they
come in, they'll just slap a website
in, which has basic data, like the
times they're open and some other stuff.
But it doesn't have all of
the data on Well, the niche.
So you want it to be
a master of the niche.
'cause that's how we make it work.
Much better.
So what we're gonna do now is
we go, okay, this is awesome.
We're gonna come right in here and
we're gonna copy this, but what we're
gonna do, instead of putting this
into a Google sheet or whatever, a
Word doc and transport it, we can
do something even cooler, Which is
coming right down to sites, going
right into funnels or websites.
Either one works.
We'll just do website.
We click new website.
We're gonna do from blank.
We'll just do knowledge
base, HVAC and watch this.
This is way easier and
saves you so much more time.
I'm gonna come right and we're
gonna click add new page.
I'm just gonna do knowledge base hvac
and we're gonna click create new page.
Let me edit in new tab.
And then we're gonna do is
we're gonna click blank section.
We're gonna come right in here
to plus, and we're just gonna
drag paragraph right in here.
And all we're gonna do is we are
going to paste and match style.
Simple as that.
You can go in and you can make these H
twos or whatnot if you want to or H ones.
But in reality, you can just
paste in simply like this.
Again, if we check it out and
look at this, it's just gonna be a
funnel website page full of data.
Okay?
We don't even have to make this
live, by the way, So then all we
have to do is get this URL, copy it.
Okay.
come back to our knowledge base.
Okay.
Which is Arctic air knowledge base.
Click add source, web crawler.
Boom.
Doesn't even have to be a live website.
It can legitimately be this preview link.
Doesn't have to be live, and
we're gonna click extract data.
And now what this is gonna do is
this knowledge base is then gonna be
trained on this page with all the data.
That way you don't have to
go outside of high level.
You can keep everything within a
sub account, which is more value
for your clients, and keeping
everything in one organized space.
So boom, look at that.
It now says trained, so
it now understands it.
It now has the proper data inside
knowledge base to pull from.
So now if we come into.
Let's say your AI agent, and we wanna
hook up this new knowledge base.
all we'd have to do is come right in
here, click Arctic Air Knowledge base,
click save, and now it is trained
on that specific knowledge base.
Guys, this is really important
and this little hack I showed you
with the funnels or the websites
is super clean because before   I
was putting this on Google Sheets.
I was putting this in and it was in
certain accounts over here, then over
there, and it was super confusing.
But now we can have everything
all within high level.
It's so much easier.
It keeps everything cleaner.
And trust me, it saves you a ton of time.
So now all you have to do is
come in here, get this prompt.
Put in whatever niche
you want and any niche.
It will train it through chat GBT.
You come and you put
it in the funnel page.
You take this exact URL, you plug
it back in, and you can now have as
many knowledge bases as you want.
Like that.
It is that easy to train bots.
Well, and if you don't believe
me, get the free prompt down
below and try it out yourself.
I think you're gonna love it.
So it's simple as that.
Guys, you wanna be using this.
You want to go in and you want to have
your knowledge base dialed in asap.
So not only you can have it trained for
yourself, but for your clients as well.
So to access the social planner, you're
gonna come right in your high level
dashboard and you're gonna go right
down to marketing and you'll be brought
to a tab that looks just like this.
So in this video guys, I'm gonna be
going over everything, like every button.
So just to let you know, this
will be a super in-depth video.
So get ready and at any time during
this video, if you have questions,
drop them in the comments down
below and I will answer personally.
So the first thing, if you do not know
what this is, I just wanna explain this.
The social planner is a place
where you can schedule and manage.
All of your social media in one place.
This is super effective for
growing your social media or
your client's social media.
And you can do all kinds of different
stuff with all of these platforms.
Facebook, Instagram Threads, Google
Business Profile, LinkedIn, TikTok,
YouTube, Pinterest community, which is
a go high level community like Skool.
And then Blue Sky.
You can have evergreen
posts, you can bulk schedule.
You can have an RSS feed, which
will basically post, you know,
certain things from blogs.
And I'm gonna explain
all of this in depth.
But this feature is incredibly powerful
and high level, and if you set it up
properly, it will save you so much time
because you won't have to go to all these
other platforms and do the posting there.
You can do it all from one place,
which will just save you so much time.
Now, something else I wanna let you
know is before I was using High Level, I
was using a couple different softwares.
Okay?
I use Hootsuite, also Sprout Social.
I use Buffer as well.
really tried all of 'em, but just for
this feature, the social planner, these
companies charge upwards of $300 to use.
Okay?
The basic one doesn't give you all
the features that this has, but all
the features you're getting in this
social planner, I'm not even kidding.
You guys cost like an arm and
a leg elsewhere and you can
go look at the other ones.
It's the same thing, if not worse,
and they charge a lot of money for
it with high levels, it's in any
of the plants, the 97 2 9 7 4 9 7.
So like, just know that like this feature
is extremely powerful and it's already
part of the high level subscription
you're using, so you might as well use it.
So the first step in getting
this entire thing set up is you
need to connect a social profile.
So all of these are very
similar in the way you connect.
You're gonna click one of them,
it'll take you to a page like this.
For some of them, it's like
this for them, it's not.
You're gonna select which one you
want, and then it's gonna take you
away to TikTok To log in, you're
gonna log into your TikTok account.
Then it will come in and
you'll have it logged in.
It's like this with all of these Instagram
you pick exactly which way you do it.
You go through, it'll take you
to Instagram, then you'll log in.
Okay.
Threads, same thing.
Any of them, like you can see right now.
You go through and you click and
it's gonna take you into their server
and it's gonna have you log in.
That's the way this works.
So now what you need to figure out is
exactly what you want to connect now.
Okay?
And connect it.
So positivity, if you have to or
if you wanna keep going, you can,
but just pick which one of these,
follow the steps and connect it.
It's super easy.
You just put in your info
and it's just like I did.
, You click which one you
want, and then you connect.
For this video, I'm gonna be
connecting Facebook, Instagram,
and Google Business profile.
And I already have this connected
via this account right here.
So once you're connected, you should
be brought to a page like this.
And if you ever at any point want to
connect more socials, you just come
right up here and click this right here.
And it's gonna be just like
this, but in a different format.
That way you can connect
them just like that.
All right, so now it is time to go through
all of the features on the social plan.
If you don't have high level
though, and you are interested, I
have a 30 day free trial link down
below where you sign up for that.
You get a ton of free
bonuses and help from me.
So if you're interested in high level,
make sure you go check that out.
So the first tab we're going to
be in is the social planner tab.
So what this is, is this is
where you're going to see.
All of your content listed.
That is the whole point of this.
Now posting is gonna be done
in the content tab, so we're
not gonna go over this.
But essentially this is just where
you're gonna see your posting.
So if we come in here and we go
back to a regular date range,
um, we come like right here.
Okay and confirm.
You'll see a bunch of my
posts all scheduled out, so
they're all gonna be like that.
So you have the ability to filter
out by date range, then you can pick
exactly which ones you want to see.
So we take out Facebook, take out glue,
my business to see they disappear 'cause
I'm posting on Google pretty heavy.
but that's basically how you'll
filter by social platform.
And then you can also filter through
here depending on any bunch of other
post content types, and you have content
type status, approval, status created
by approver, and then categories.
And this is just for you to filter
out to see if you have a ton of
posts, which is what, but more
importantly, this is a really cool one.
You have the calendar view, so
this is really helpful to see on
the calendar what you have posted.
So with this list view, we see all of
my posts lined up like this, but if
we come over here and click calendar
view, We can see on a calendar
where it's scheduled and what time.
Really nifty.
Okay?
So again, you're not gonna see
anything if you're brand new to
this because, well, guess what?
You don't have any posts.
But this is what it looks
like when you have posts.
And again, you can filter from
calendar view to list view by
just clicking these buttons.
And then you can come down and click
these posts and do certain bulk actions.
So like delete all of
them, or click into them.
And if we click this one, let's say
it's gonna pop up on the side and it's
gonna show us basic details and show
us what it looks like on that platform.
So again, the planner tab is
just where we're gonna see.
All of this in action, so
it's really good stuff.
That way you can really see,
you know what's going on.
You can also, this is something
really cool here, is you can
run as an ad in the Ads Manager.
So we're not gonna get into that right
now, but high level has an ads manager.
If you did not know, it does cause
money at the time making this
video, but you can turn this.
Into a paid ad and do all
kinds of other cool stuff.
So it's really nifty way They have this
set up, and then again, you can edit the
post by clicking this right here, and
then you just edit how you want it to be.
But that is what the planner tab will do.
It's just where you're gonna see all your
posts and where you can edit what you've
already done, and then switch between the
list views so you can see what you have.
Then we're gonna move
on to the content tab.
So this is where we're going
to create social media posts.
So these are all the different
kinds of posts you can create.
And all of these okay,
will be up here as well.
So there's gonna be overlap,
you'll see throughout this video
of things, but like all of these
posts will be up here as well.
So just know anytime you're in any
of these tabs, you'll always be able
to click this new post and access
any of the kinds of posts you want.
the first one we're gonna start off
with is going to be the new post.
So this is just one
ized post basic as that.
So we're gonna click that button,
we're gonna come right in here.
You're gonna click the exact
social you want this to go on.
And then in here you can put
the content of your post.
So this is where your post is going to be.
You see like that.
And then down here you can have AI
write it for you by clicking this.
And then pick one of these options.
We're gonna get into
that a little bit later.
Um, but then you have bolded.
Italicize it.
You can add emojis.
Okay.
You can add any sort of picture.
It can be from ai, or you can upload
from the media storage library.
So say we want this picture right
here that goes in, just like that.
So then from here, once you have
that, you're gonna come right down
here and then you're gonna pick what
kind of action type you want to be.
Again, this is for
Google Business profile.
You pick what you want, you want vent, you
want a call to action, we'll just do call,
And then this is for Google
Business profile, but if you were
to come into Facebook, okay, it
might be a little bit different.
Do you want it as a feed, a reel, a story?
You see how it changes?
So you decide how you want the
post to come up through here.
And again, this is just
building out a singular post.
So then from there, okay, let's say
we, we did not want this right here.
And by the way, if you pick
multiple, you can customize for each
channel, which is very, very nifty.
You can come down here and you can
either save for later or you can click
this and it will post right away.
Or you can click this little arrow
and you can schedule your post.
So pick a date range,
send a post for approval.
And we're gonna get into more
of this later in the video.
'cause it goes over this exactly.
which is just making sure if you have
a whole team, that they approve it
and then you can make this recurring
post, meaning this can go out at
a set time every single month.
That way you can have social
media management taken care of
forever, which is really nifty.
So that's basically how you do it, guys.
That's the basics of just creating one.
Singular post.
It's very simple.
You come right in, you put
exactly, you know what you want,
right in here, wants a hair cut.
And then from there you plug in your
picture, you add anything else, pick
the call to action, and then you click
post and then you are good to go.
So another really cool part about
this is we can use AI to completely
create our posts from scratch.
We come right in here and
we click generate with ai.
I can come right in here and said,
I want hair salon post conversions.
And then what we can do is we can click
generate and it's gonna come up with
three different posts for the hair salon.
So look at this.
It just came out with
three different ones.
We want this one.
We're just gonna click continue.
Boom, right in there.
But what we can do now that we have
this like, oh, this is so cool.
We just generated an
amazing social media post.
We can also edit it.
We can improve the writing, we
can fix the spelling and grammar.
We can simplify it, we can make
it longer, we can make it shorter,
then we can edit it as well.
So there's more things you can do
with the text, but what we can also
do is we can create images for it.
This is the beauty of high level.
We have AI everywhere.
So we're gonna do is a person
getting a nice haircut?
we're gonna do a woman, because
that is the target market for Matt.
Sit down, we're gonna click generate.
And then we can see it.
You can pick, you know, different
kinds you want photography realistic,
boom, that's actually really good.
And then we click continue.
And then what we have is we have AI
creating all of our posts from one spot.
So that is also an option.
you can have AI just run
all of your social media.
So really important guys,
like really, really important
and really, really powerful.
So that's all you do for a regular post.
Very simple.
It's not complicated.
You're just gonna click this up here and
click create new posts and then follow
the instructions just like it did.
But then what high level has is a bunch
of other kinds of post types that will
basically amplify your productivity.
So this is where we get into.
Social media management as opposed
to just doing one single post.
'cause you can just do that natively.
or if you wanna do announcement,
but first off, we have a CSV post.
So what this is gonna be is this
is going to be uploading a CSV full
of basically post types in here to
do like a massive bulk campaign.
So we come into CSV and we click new post.
So in here you can either do the
basic format or the advanced format,
and right down here it's gonna show
you exactly what the format means.
If you guys don't know anything about
CSVs or Excel spreadsheets, this is
gonna be really confusing to you.
But this is basically how you're
gonna upload and download.
So what we're gonna do is
we're gonna upload one, okay?
We're gonna click and we're gonna find my
CSV, which is going to be this right here.
Okay?
And it's gonna come up, and
then we're gonna have it.
Then what we're gonna do
is we're gonna click next.
Then you're gonna select the exact
socials you want it on, just like that.
if you want it, send to approval.
We don't want that though.
So we're gonna click create and then
what it's gonna do, it's gonna go through
and it's gonna batch all of your posts.
Into high level.
Now, a lot of people won't be doing
this, but as you see with this test
one, it's just going through a couple
different test variations that are
basically being uploaded in bulk.
So again, what you would use this
for, if you have a bunch of posts
already created and you've put them
into a CSV and you want a bulk upload
for like an entire couple months of
social media, that's what you would do.
And then from there, you would just
click schedule and we can schedule
these posts and then you are good to go.
And then as you see right here,
your post will be right here.
So then we have recurring posts.
So this is a post that will go out again
and again and again on a fixed time.
So if we come in here and we click
Google Business Profile and we say free
haircuts, you're gonna put your post in.
And there's another way to do this here.
Later in the video I'm gonna show you.
Okay.
And we come right here.
Lemme click this.
What we can do here is we can click
post just like you saw before, and we
can schedule for reoccurring posts.
This is really cool because we can
pick, let's do repeat every week,
once a week at this exact time,
and then we can come down and
we can pick what days we want.
It's going to repeat on those days.
So you just pick exactly what
you want, when you want to go
out, and then it's gonna repeat.
So one post will get a lot of mileage out.
So what I'd recommend you do
is you make sure you have.
Let's say a couple different variations
of posts and there's another really
cool feature we're gonna get to later
that's going to do this for you.
just wait for that 'cause
it's gonna blow you away.
But the whole point is to do
less work and get more out of it.
And this is gonna be the theme
of this video, but this is
really how you grow your social.
So that's something you can do.
Just know that if you want to, you
can take posts and you can make
them recurring, which is huge.
Okay.
From there, we now have review posts.
This is another kind of
recurring post that is.
Awesome.
So what this is gonna do is this
is gonna take your reviews, okay?
Whether on Facebook, Google, or if
you added another third party, it's
going to take them and make posts
out of them and do the same thing.
It's gonna post for you.
So you come in here,
let's say we want Google.
We're gonna click that.
We're gonna click the exact
range want, we'll do five stars.
We'll click the exact social account.
We'll do this one right here.
Then we can pick how many posts you want.
So we're just gonna do one, and we're
gonna do every week at Monday at 10:00
AM and we're gonna put it in the feed.
Then what we're gonna do
is we're gonna click next.
We're gonna pick our background.
You're gonna see exactly what this is for.
It is the background of the review.
So if we click next, you'll
see it's just like that.
So you can always go, um, uh,
previous and pick what you want.
We'll just leave Blue Mist.
But then what you're gonna see is you're
gonna see your posts on Google, whatever.
It's gonna just pull them So if you have
a lot of reviews, guys, this is a great
way to do social media management without
you doing any work, and it makes you
look like you're doing a lot of work.
Really handy work smarter, not harder.
That way You can be like, Hey,
I'll do social media management for
you for free to sweeten the deal.
I'll put out all these posts and
then you can use all of this stuff
in here, like the recurring posts,
the RSS feed, which we'll get into
in a sec, and this to really blow
their mind and make them, you know.
More, more willing to pay you longer.
So the caption, this is
just what's right there.
Okay?
Display, author name.
You can get rid of who did the review.
Then you can pick the fonts, the
size, then the colors, and then from
there you can click create posts
and it will go out at the cadence
that we just specified earlier, and
then you're good to go from there.
You have tons of posts going out on
repeat again and again and again.
So then from review, we're
gonna move on to RSS feed.
So this stands for really
simple syndication.
I know that doesn't mean anything
to you, but this is actually one
of the most underutilized tools
that you can use for any niche.
And this is connecting to a feed.
Okay?
So we'll come in here,
we'll click new post.
Okay?
And what we can do is we can
put an RSS feed, URL in here.
And what it's gonna do is
it's gonna pull from a blog.
Post into a niche.
Let me show you the
easiest way to do this.
So if we come into, let's say,
chat, GBT, we'll say, please
give me a hair salon, RSS feed.
That's up to.
Date.
This is going along the
recurring posting lines.
Super, super salt.
There's a bunch of other ones.
I don't know what these are.
I'm just picking out randomly.
Um, sometimes you have to verify that
they work, and I'm gonna show you
how to do that here in a sec. Um,
so we're gonna paste this right in
here, and you can just ask chat, GBT
and it'll give you the exact thing.
And then we're gonna do is we're
gonna click the social boom.
It worked.
So you see what it's doing here.
How cool is that?
So the whole point of this is
we are tapping into the feed.
Now, why this is so powerful is you can
have a ton of social media management and
really valuable content pushed out on your
behalf, and you don't have to do any work.
So we're gonna take this one and
we're gonna try this one out.
How cool is that?
Now it's bringing up a whole
different kind of feed.
So the whole point, like I said before,
is you can have a bunch of posts coming
out all the time on any of your accounts.
You can pick as much as you want,
shit, you can have it every 15 minutes.
That's how powerful is.
But the cool part is,
is it's pulling niche.
Relevant content into your socials.
This can be really effective if
you want to give away good tips and
you're just trying to provide value.
So you could do the
same thing with plumber.
Okay, HVAC lawyer, you
name it, whatever you want.
You can pull an RSS feed of the
niche you have, slap it in here,
and it looks good because it's
showing activity on social media.
And again, you click the exact account
you want, how many times you want it to
pop out, the maximum amount of posts.
Then you click create post
and you're good to go.
So RSS Feed is really powerful and
I see very few people using it.
But guys, the things I'm showing you
here are just these simple things you
can quickly set up for your clients and
basically have social media management
running the entire time they're paying
you, and it takes you zero ongoing work.
Once you have it set up.
Zero.
That's why this is so powerful.
Please if you guys have any questions,
drop in the comments or answer personally.
this is the kind of stuff where
you can use it to sweeten the
deal, to get higher packages or
keep people on template library.
This is using high levels
template library to post.
So they have a bunch of
templates you can use.
They're just pre-made post-its So we'll
do hair salon, I'll show you right here.
We click this.
let's just do hair.
Okay.
Hair parlor.
Who calls it that?
Uh, so we're gonna choose this template
and then from there you'll see
right here it's interview and it's
six posts that are being scheduled.
So you see how that works.
It's gonna go in and then you can
select which socials you want it
on, pick the exact ones you want,
pick the wet days, the exact time,
click schedule posts, and it's going
to put out their packaged posts on.
your social.
So that's a really cool one.
If you want to just get pre-made posts
put out and throw it out pretty quick,
which honestly guys, if you have
nothing, I would just do that right away.
Then we have the approval tab.
So this is if you have big social
media management teams, all that's
gonna happen is when your posts go
out, you can approve them or not.
That's all this works and
that'll go all through here.
Once you build it out, you'll see
the option to approve post or not.
Again, this is only if you have huge teams
and you wanna look over everyone's work.
Otherwise, you're not gonna
be using this a whole lot.
But you know, it's up to you.
Um, then we have category
Q. This is really powerful.
This is a newer feature and it is.
Awesome.
So what this is gonna do is this
is going to recycle content.
So similar to Reoccurring and all these
other ones where you can reuse content.
This is gonna take
categories and re-list 'em.
So we're gonna go into settings later, but
I just wanna show you this really quick.
We can create categories like this
right here with Green team, or you
can come right in here and click, you
know, fun posts, um, make it pink,
whatever, add whatever you want.
You can create these and what you
can do is you can batch content.
By category.
So then what we can do
is we can come back here.
Okay.
We can come back to the planner.
You can do this for existing
when you're creating or whatnot.
We'll come right in here.
We'll click edit to this random post
and you'll click Advanced Options.
And what this is gonna give you to do is
to pick a category so we can categorize
different posts by different things.
So if you wanna do all Facebook posts,
all Instagram posts, whether you want
to do all lead magnet posts, all call
to action posts, whatever you want.
Say we wanted to put it into the
green team, what we would do is
then we would click save edits.
Come back here.
come to content.
Go to category Q. Then what we
could click is we could click new
category Q. We could select this.
We could click green team.
And then we can enable future
post queuing, then prioritize
new content and click continue.
And then what this is gonna do
is this is gonna give us the.
option to pick what days we want this on.
We pick the exact times and when
we click Q posts, it will recycle
those posts in that category.
if that doesn't make any sense, drop
a comment double below on answer, but
like, this is really powerful stuff.
'cause I'll be honest, with
a lot of businesses, social
media, if you can create.
Two to three months of quality
social media, or even really
one that's really longer.
You can stretch it out for infinity
using this because between RSS feeds
the review posts and a couple recurring
posts and Category Q. You can basically
schedule all of their stuff And
have it just be reoccurring and it
can be evergreen content, you know?
again, if you're doing like really
good stuff, it's gonna be harder.
But for a lot of businesses, it'll
give them the activity they need
and have enough awareness that it'll
be working and it's super easy.
So that's how you do the category
Q post, guys, I'm telling you.
Super powerful.
Super awesome.
You gotta check this out.
This is how we do all of this.
And one last note before
I move on to comments.
I really encourage you guys to think
about how to work smarter, not harder.
Because a lot of you guys can offer little
things like this to your clients upfront
to make them trust you more, sell the
deal high or whatever you want, and it
takes very little work on your behalf.
Those kind of things.
Little work high OI.
You'll want to do those, so just
know that that is a possibility.
Then what we're gonna do is
we're gonna move on to comments.
So this is a pretty cool new feature
where anytime someone comments
on any of your profiles, you can
answer them in here really handy.
Really cool.
Someone drops a comment,
you'll see right here.
Then you can come in and
answer it just like that.
So this is a great place to answer
all of those comments Again, you can
do it all in one place, and if you
have a bunch of socials connected,
this will save you a ton of time.
So then we're gonna move on to statistics.
This is just the analytics of
social media, the number of posts,
the total likes you're getting,
total followers, the impressions.
This can be great, okay?
If we're just seeing what's working and
what's not, you know how to do better.
And you can put this in the
dashboard too, to really make
sure what you're doing is working.
Then up here we have social listening,
so this is pretty interesting.
This is where you're gonna see.
What trends are performing best and
really what kind of stuff is going viral
so you can tap into it and you have a
bunch of different platforms to use.
So you can see like, Google Trends.
We have some stuff with soccer.
Pinterest, you have Halloween
stuff, Wikipedia, it looks
like some political stuff.
Um, songs on, you know, TikTok.
Basically, you have a bunch of different
data points that are, you know,
virality points that you can tap into to
basically help your content go better.
And if you come in here and
you're like, Halloween nails.
And we click this, it's gonna take you
into Pinterest and show you stuff on this.
I don't really use Pinterest,
I don't know what it is.
Um, but if you want to, you
can check that with Google too.
If we wanna come to Chelsea v Wolves,
the soccer game, we click in here.
Again, it's gonna show you some analytics
on it and some pretty cool stuff
where you can basically tap into this.
So this is pretty neat 'cause
it's giving us the ability to see
what's working and what's not.
And guys, this is really powerful for
staying atop of the trends but also
staying ahead of the competition.
'cause you have the data all in one
spot and you're not using chat GBT,
using Google and all these other things.
You can come right in here into the social
planner in a social listing right in here
and you can see all of it in one place.
Super cool tool will help a ton for
making sure you find the right trends.
Then what we're gonna do is
we're gonna go over settings.
Okay?
This is the final part.
of all of the social planners.
So in settings we have
first social accounts.
This is just gonna show you all of the
accounts, what's connected, what's not.
If you want to connect more,
you click this right here and
connect it just like that.
You also can connect communities.
it's like school and high level
has their own, where you can
legitimately connect a high level
community and schedule all your posts.
Really, really cool.
Okay, so we click Add community.
We pick the exact one you want, you
click add, it'll go right in, and then
you can now post into your community.
Through here.
So handy, high level thinks
of all of it in communities.
Again, it's gonna show you the users you
can have to pick from to who you want
to post in the channels in Pinterest,
this is just gonna be how you pick
which default boards for what account.
If you were a Pinterest user
notifications, this is an important one.
You have a couple different
notifications on different things
that happen in the social planner.
You can just turn them on
or off by clicking this and
editing them by clicking this.
Now I'm gonna go through all
these, but I wanna let you know.
That all these have basically
a default template as you see
here, which is this right here.
I would just leave that the same.
If you want to create something different,
you can, I would leave it the same.
All it is is a default message template,
but first we have account pre-ex expiry.
These store are very much connected,
so when the tokens go out on an
account, if we come back here, tokens
are basically for like Facebook,
Instagram, and a couple other ones.
Google Business Profile doesn't have
it, but the pages will basically get.
Disattached after like 50 days, you
just have to go in and reconnect them.
It's not for all social profiles, but
it's for a couple and it's for security
reasons and a bunch of other stuff.
It's the way their API works and
it'll basically just unconnect you.
So that is something to be aware
of and that is something that
does happen from time to time.
But these will basically
notify you when the token's up.
So I actually really
think you should do that.
And these should both be turned on because
there's times where my tokens have gone
up for the hair salon account and other
accounts, and I'm like, what the heck?
And the posts aren't going out
'cause they never notified me.
So you want these both on, it'll help.
Then you have a request for post-approval.
So if you request for approval, this
will basically send a notification
on that you have approved post.
So if it goes through, it'll
basically notify you that, and then
if the post got rejected or the post
failed, you will also get notified.
So we have all of those.
Very important.
I definitely recommend these two ones on.
Then we have categories.
So this is what we talked about before.
We can lump content into different
categories and then we can use stuff like
the category Q. So this is really handy.
I actually recommend you do this
really important 'cause it'll
help with organization and.
For basically reoccurring posts,
and we can just click this up here.
You click the exact name right in here,
and you click the exact type of, and then
you click the exact color, click add, and
you have now added a kind of category.
Then what we have is we have
watermark, so this is really important.
I think this might get more important
to age of ai, but this basically
just watermarks your content.
So we click up here and
we click Add Watermark.
We could type in ZZ Watermark.
We'd come in to upload, and
we're gonna find my logo.
So this is the logo right here.
And you'll see right there
it's watermarked right there.
And we can move to the other
side, this side down up.
we can make it more opaque or not.
We can then make it bigger or smaller.
we then can do auto padding.
I recommend leaving that on, but
the cool part is we can have a
watermark on all of our posts.
It'll go by default on all of
your posts to basically show
that it is your territory.
So that's something
pretty cool you can do.
You don't have to, again, it's
not mandatory, but it does help.
And then in global settings.
We just have media optimization, which
you can even talk all and off, and it says
right here, all images used in a social
planner will be optimized for all required
content formats to support all channels.
I recommend having that on, So that
is the social planner in a nutshell.
It's very simple, but wait, there's more.
So there's a couple other really.
Powerful key things I
want to go over, okay?
With the social planner bonuses,
so to speak, that will really
make this thing go even faster.
And this is just because I'm the
wizard and I want to give this to
you, but there's a couple other things
in here, including the automations
that we can run off this, which will
really turbocharge your social media.
Also, just to let you know, if you are
wondering where your dms come in, when
someone messages you on social media,
they will come through conversations.
They won't come through the marketing tab.
Okay, so we come in here
and we go to comments.
That's not direct messages.
The direct messages will come in
through conversations, so I just
wanted to make that abundantly clear
because that is very, very important.
we're gonna go into the last part,
Which is the bonuses of social media,
which is three different amazing things
you can use that will turbocharge
your social media experience.
Okay?
So what we're gonna do is we're gonna
come right down to automation, okay?
We're going to click Create Workflow.
We're gonna start from scratch,
and I'm gonna show you a
couple really cool things.
So the first thing I want to
show you is that you can respond
to comments on social media.
Automatically.
So not from just one place like we did in
the social planner, but using automation.
So if we come right in here and we
click add new Trigger, we can do
comment, and you can see right here,
Facebook or Instagram comment on a post.
We click pages.
Zoe Hair Salon, we click save.
you can even view on Facebook looking
that, but if we click this anytime
someone comments on this exact post,
we can pick the exact comment we
want to have so we can basically go
through and start working the comments.
And if we come right here and
re click reply in comments, we
can come right here and we can
pick the exact response you want.
So we're gonna do, hey.
I love you and we're
gonna just gonna say this.
You can even do, liking the comments too.
So immediately heart their comments,
and from here you can basically automate
liking and responding to comments.
this is great, if you're, you know,
doing stuff with like promos and
campaigns, you can basically automate
Their social media interactions
and this is just so, so powerful.
So I really recommend you guys check
into this 'cause this is insane.
If you guys have any questions,
by the way, drop 'em down below.
I answer personally, but this
is a big one that will help you
tremendously because you can have
automations automatically respond.
But what you can do on top of this
is you can reply to their comment and
then what you can do, is you can send
them a dm. So what we would do is we
actually do Facebook because that's
what we have and what we can do is
we can send them a direct message.
On Facebook to start a
conversation with them.
So how amazing is that?
You put in whatever you want.
We say it, and now anytime someone
comments on the post, it'll heart
their post, like their post and it will
send them a message onset platform.
That is how powerful this is.
Guys, this is no joke.
This is like serious social
media automation at play,
and this is going to change.
Everything.
Okay?
This has been around for a while, but what
I'm about to show you next is what's gonna
turbocharge this entire thing cause a lot
of people drop comments on social media.
This isn't something
that just doesn't happen.
People are constantly dropping comments,
asking questions, seeing what's going on.
But with this, okay, we
can automate it, but.
We can take it one step further.
So if someone comes in and they
comment on your post, okay, and
then it responds to their post and
works them, then it sends them a DM
and we're like, oh, look at that.
We can basically get them moving.
What we can then do from here, once
we sent them that DM, We can then
activate an AI chat bot to start
talking with them back and forth.
That way when you go back and
forth to the conversation, all
of the messages get answered.
How powerful is that?
So you can now basically
automate social media posting
and growth inside of high level.
This guys, this is big.
You gotta be using stuff like this.
'cause if you have clients with bigger
social media clouds, these kinds
of things, if you can run a promo
and people you know are commenting,
responding, and you can send them the
proper info and bring it back, that
could be just one closed deal for you.
And that could.
Pay potentially, depending on
how ticket is for a couple months
of your service, which is huge.
Now obviously we want to do more
than that, but the point I'm
getting at is like, it is not hard
to do amazing things with this.
So that's it guys.
Those are the bonuses.
I really recommend you use them.
They are insane.
And again, I'm giving you all
this so you can boost your
social media game like crazy.
Number one, we're gonna be going
over set up an email deliverability.
Okay?
So that's basically making sure your
email is Set up properly, so you always
land an inbox as opposed to spam.
Then we're gonna be going over the
complete email builder tutorial, so how
to actually create said emails and what
they look like and how to go high level
email builder even works for email.
Then number three, we're gonna
be going over email strategies.
I'm gonna show you how to create actual
email sequences and campaigns so you
can actually send this stuff out and
start making money from the list or
spreading awareness or whatever you're
trying to do as soon as after this video.
Number four, which will be
automations, which is going to be
how to automate these three steps,
which will save you a ton of time.
That's what we love
about high level, okay?
It has this entire system built in, so
you can create something and then use AI
and automations to take it off your plate.
You get all your time
back, and guess what?
Time is money, so it's more money.
Last, not least, number five.
Analytics, so important is basically shows
you what's working, what's not working, so
you can see real time data and know, okay,
we need to do less of the thing that's
not working and more of the thing that's
working, which will help you tremendously.
So the first thing we're gonna jump
into is set up and email deliverability.
Let's jump right in.
The first thing you're gonna do is
you're gonna come to your sub account.
You're gonna go right down to settings and
you're gonna go right into email services.
The way this works is once you get in,
you're connected to either lc email.
Or mail gun.
They're actually the same thing.
Lc email's, white label, but it's actually
cheaper and in high level, so it's better.
Long story, not gonna get into it,
but basically you have to just make
sure that one of these is picked,
which again, you're just gonna pick
just like this once it's configured.
Okay, I'll see Email is
cheaper and better, And once
you have that, you're set up.
But here's the problem.
'cause setting up the email part
and just having this is pretty
much done already from the get go.
The hard part, when you don't
have this is finding out how
to use a domain to send from.
' cause if you don't have any dedicated
domain or ip, you're gonna be sending
from go high levels domain, which
has been abused by like a gazillion
people that are on high level.
'cause they don't understand this.
And what that then will mean
is your emails are going to
go to spam or promotions tab.
Which by the way is way worse.
You don't get another inbox and
your emails aren't effective spam
blockers have become so advanced
now that they read the emails and
they know exactly what's going on.
And ai, it's much harder
again, in people's inboxes.
But if you do a couple of things,
I'm gonna show you, it'll be
that much easier and your email
campaigns will actually work.
Okay?
So the way this works right here.
Is you want a dedicated domain, so all
you're doing is taking a domain and
creating a subdomain email off it so the
emails can launch from said subdomain.
It's very easy, and this
is where you do it first.
You're gonna need a domain.
If you don't have a domain in
domains or you transfer a domain.
Please go to my channel
and watch videos on that.
I'm assuming you know how
to put a domain in here.
If you don't, you can either buy one
off high level or get one off GoDaddy.
Those are the only two I recommend.
The rest of them are just not as good.
So once we're in here,
we go to email services.
We're gonna come right in and we're
gonna click Dedicated Domain and ip.
Then what we're gonna
click is add Do Domain.
So this is how you create your subdomain.
You do a word or a name or a
phrase, dot my domain.com, which
would be whatever your domain is.
So for this, mine will be
David's Plumbing and Sons.
That's gonna be the domain
we're gonna be using.
It'll be whatever domain you have
or you want to use for your client.
Deck so short for Declan dot
boom, that's gonna be the domain
that these emails now send from.
But the master domain will
be David's Plumbing and Sons.
so again, just to reiterate,
you pick whatever you want.
It can be whatever word,
fish, cow, tree, your name.
I recommend you make it something
that's related to a name or a business
and then dot, and then your domain.
And once you have it, that's gonna be
your new subdomain that you sent from then
you're just gonna click add and verify.
Now it's gonna open up
two different options.
Okay?
Number one, it's going to have this
right here, and you can click continue.
If you are through go high level, okay?
Or through GoDaddy, you click continue
and it's gonna automatically add
these records and you're pretty
much done by just clicking continue.
How awesome is that?
But in this case, I'm just gonna assume
you may not have these, and I'm just
gonna show you how to do it manually.
'cause sometimes the
continue doesn't work, okay?
but what we're gonna do is we're
gonna add record manually, but again,
you can just click continue and
it'll do it automatically for you.
But we're gonna click add record manually.
Okay.
we're just gonna copy and paste
these records, Into our DNS.
So whatever domain provider you're
gonna, you're gonna look for DNS,
And you're gonna come right in here.
We're gonna add these records.
So we're gonna click add record.
I'm gonna come right in here.
I'm gonna do TXT record.
That's number one.
We're gonna go, okay.
Okay.
Okay.
Boom.
Right there.
I like that.
Okay.
Then we're gonna come right in here.
We're gonna click copy here.
We're gonna come right back here.
We're gonna click paste, and then
we're gonna go, okay, the value copy.
Come in here, paste, and then, wow.
Perfect.
Just like that.
And then we click save.
And then we're just gonna
do this a bunch of times.
So we're gonna go in here, we're gonna
do a number two, which will be TXT.
We're gonna come right in here.
we're gonna paste that right there.
And then we're going
to do this right here.
Required value.
and we can just keep adding it like this.
This is also a way you can do it.
C name, Whatever provider you
have, you just copy and paste.
Simple as that.
And more records.
C name mx.
And right here, we click this,
and then right here we do copy.
Put this in right here.
So then in priority, this is what
gets tried first in the mail server.
So what you can do is you
can do lower or higher.
10 is going to be what's gonna
be sent first 20 or whatnot.
Whatever you do later will be sent last.
But what we're gonna do is we're
just gonna add 10 for both of them.
so we're gonna do another MX record.
We're gonna do mx.
Okay?
I am gonna do this right here.
All right there.
Do that.
Right there.
And do 10.
And then we're just going
to do Save all records.
You're just gonna click this, it's
going to update the DNS records.
And then what we're gonna do is we're
gonna come right here and we're going
to verify the records by clicking that.
So boom.
it's gone through.
How cool is this?
Now the thing is they're not all verified,
so we have to make sure they're verified.
So we're gonna click verified domain
boom.
Just like that.
They are all verified
and you're good to go.
Then we have the DAC record, which
is actually a bonus, which will
help you a lot more, and what this
does is it protects from spoofing,
spamming, and a bunch of other stuff.
I'll even show you right here in this
article, you come right down here.
Helps with your visibility,
brand protection, and security.
So it'll just give you that much more
of a boost, helping you land, okay.
In inbox and not in spam.
So what we're gonna do is we're just
going to add the DAC record, okay?
In here.
So we're gonna come back in
here, we're gonna go to DNS.
We're gonna do add new record.
We're gonna come right back here.
We're gonna, okay, TXT.
We're gonna click this right here, TXT.
and we're gonna go.
We're gonna copy this right here.
We're gonna copy, okay.
We're gonna paste.
We're gonna come right back in here
and we're going to do this right here.
Copy this, jump right back,
paste, and then click save.
And then we're gonna
update the DNS records.
And then we come right back
here and we click verify domain.
So right here it's saying not
verified, but it actually does
take time to get verified.
'cause you can see right here it's
added sometimes on the servers.
It just takes a little bit long, but
it has been added, so it's good to go.
So now that you have this all added,
you're good to go and this right here will
help you get into inbox so much better.
Also, avoid spend because it's going
to be a brand new subdomain that you
can now launch emails from and anytime
one gets burnout, or if you do a ton
of emails on one of these, what you can
then do is you can then always come back.
Follow this exact same process, I
just went over and create another one.
And it could be deck two, deck three.
So now that you understand this, you now
have unlimited tries and they'll say SSL
issued, which is good, means it's secure.
So you have unlimited tries,
essentially off domains and you
can switch domains and whatnot.
So this just helps with email greatly.
And a lot of people don't even
have this set up like at all.
Let's see.
And if we go back and we come all the way
back to this initial, you'll see right
here, it now says this right here, which
is Deck David Plumbing and Sons, which is
now the domain email we can launch from.
So it's awesome.
And now you can see that we
have officially set it up.
So now you've set up your own sub
domain for email, and it's helping
your deliverability a lot, but there's
a couple more things we can do.
So we're gonna come right
into business profile, okay?
And We're gonna scroll all the way
down and you're gonna see general.
The first one you want to
check on is this right here.
Mark.
Emails as invalid due to hard balance.
So if they're bouncing off of the
email, 'cause it's getting weeded
into spam, you know email provider
and algorithm is detecting it.
You want this checked on.
This will help greatly so you're
not sending out the same email
to people that don't want it.
So this will help with your
deliverability that much more.
So then this is another one I recommend
you turn on, except this will cost
a tiny bit of money per email sent.
But what this does is this, it
verifies each email to make sure they
are real So this can be really good.
Okay.
It's gonna go in and verify all the emails
just to make sure your list is perfect.
So that is something you do.
I mean, it's so cheap.
It's 0.025.
I mean, it's like.
Not even half a cent.
It's super affordable.
but that is something you can check
on and it's gonna help your email
deliverability that much more.
And then last but least, you kinda
want to have this checked on, which
is make emails compliant by adding
an unsubscribed link to your email.
you have to have an unsubscribed, link.
It's mandatory, but you can customize
it right in here and you can click
apply this change to all sub accounts
and we'll go through all of them.
But what this is going to do
is this is going to basically
create an unsubscribe link.
On your email so they can go,
I don't like this unsubscribe.
If you don't have unsubscribe
links, you are not being compliant.
So you have to have an unsubscribe link
like you just got to, some people skip
out on this and it's gonna hurt you a lot.
'cause it can also read the AI
and the algorithms can read these
emails and know what's what.
So you're gonna wanna make
sure that is also checked on.
So between having these three checked
and then having your subdomain properly
configured and set up like this, you are
now ready to go and your email is locked
and loaded The email is way better now.
It's that much closer to
always landing an inbox.
So this is huge that we did this, so now
that we have this already, we now need
to go into a couple more key things.
To make sure your emails are
really good, so they also deliver.
'cause this isn't just enough, okay?
It's not just about setting this up.
You also have to have quality
emails and other things,
which you're about to go into.
And then I'm also gonna show
you a list of things that you
absolutely do not want to do.
It will absolutely kill
your email deliverability.
And I'm gonna go into those right now.
Okay, so here are three tips
to improve your deliverability.
Okay?
This is within the email side of things.
So number one, remove bad emails.
Just go high level to
delete old or fake emails.
This is important if you have a bunch
of people that unsubscribed and they
don't want your stuff, or they're not
interested and you keep emailing them.
Or they're not even real emails.
This is gonna hurt you.
It's gonna hurt your score.
Clean house.
Make sure you're only hitting
targeted quality emails that are real.
Number two, craft simple emails.
Please keep your emails short.
Add real value for readers
with one action to take.
Okay?
What a lot of people do is they
come in and they put images, they
videos, links going everywhere.
Five paragraphs That's like
so much, just keep it simple.
Just text to start off with,
simple, with one call to action
that is gonna help you a lot.
And by the way, a little sneaky, we're
gonna be getting into strategy later
in the video, so I'm sure you gotta
craft these emails in a good way.
but still, you gotta know this 'cause
this is like really, really important.
And a lot of people, they, will use
the go high level templates and they'll
create these really in-depth emails
with pictures and images and all
this stuff, and it's just terrible.
So please craft simple emails.
Keep them short.
Keep em an appointment from One Call to
action, not a gazillion links, and it
will help your deliber that much more.
Then number three, warm up your emails.
So send a few emails daily, okay?
It will be few hundred to new contacts
to build trust with your email providers.
This is so important.
So if you go to go high level's website
and you go into email warmup, you
can just type that into the website.
You can actually see this
right here, which is their
actual sending recommendation.
So stage one would be a hundred
per hour, 300, 607, and then
that way you can build it up.
'cause you can't just immediately send.
You know, 25,000 emails out, it
will hurt you because all of a
sudden it's like this email is not
warmed up, it hasn't been sent, and
now it's going to massive volume.
Bad idea.
Follow this exact guide on their website.
Again, you can just type in, go high
level email warmup and it'll pop up.
You just scroll down and this is it.
You just follow this very carefully.
So you can send a lot.
It's not like five emails.
You can send a hundred, a couple
hundred, If you're trying to do big
email campaigns, the last thing you
want to do is just not warm it up.
It's just gonna hurt you, and then
later on it's gonna affect you
and it's just a cascade of effects
you're not gonna get anywhere.
So please warm it up and follow this sky.
It will help you tremendously
with your deliverability.
So these are three short tips
that will help you greatly.
You need to start doing them now,
but now I'm going to go over things
that you absolutely do not want to
do, which I call these the no-nos.
Okay?
Number one, no warmup.
Start small with new domains
to protect deliverability.
We just want our warming
up so it's pretty clear.
Don't not warm up.
Okay.
Please warm your emails up.
So, so important.
Okay, number two, spammy words.
Don't put in words like free all caps,
act now or money sign, money sign, or,
you know, free money, or, you know, just
avoid that because again, spam filters
have become more advanced and when you
add AI on top of it, it can read the
emails and know exactly what you're doing.
So avoid the spammy click bait words.
Okay?
No one subscribe link.
Oh my gosh, this should be so obvious.
Always include it to stay compliant
and protect your reputation.
You gotta have it on, subscribe
and like this is no, and if ands
or buts, you just have to have it.
It'll literally destroy you if you don't.
number four, ignoring bounces.
So clean your list, bounce and
compliance hurt your domain.
Okay?
I'm gonna go in depth in this, more on
the analytics side at the end of this
video, but you want to make sure that
your list is constantly being cleaned.
You're not just sitting there
hammering the same people.
That's why I like using automations, which
I'm gonna get to later in the video too,
which shows you how to segment leads so
you're not constantly messaging the same.
People.
Okay.
Image only emails.
Don't just send images or memes or videos.
Even if you do that with a ton of texts, I
recommend you, you gradually put that in.
For right now though, just
use text-based emails.
It's way better and it will definitely
have a way better chance of not going
in spam, then inconsistent sending.
Okay.
You have to send regularly.
You can't just go for a thousand emails
to take a two week break, 2000 emails.
Every day.
Send a little bit,
little bit, build it up.
You can set on drip mode.
You can do these things in high level.
These tools, again, which I'm gonna
show you later, which will help
greatly, but you want to make sure
that you are actually doing them okay?
Because if you just randomly send
and then you stop, and then you send,
you basically look like a spammer.
You don't want to do that.
So again, quick list of no-nos.
You wanna warm up your emails, okay?
Don't use spammy words.
Have an unsubscribe link.
Don't ignore any sort of email bounces.
Don't use image only
emails Keep 'em simple.
Just have text for now.
And then inconsistent Sending.
Please keep on a schedule.
It will help you greatly, so
please do not do these things.
Okay?
This will hurt you bad.
So now that we've gone through email
deliverability and that is now done and
you know how to do it, it is now time to
move on to the email builder tutorial.
Let's jump right in.
Okay, so you're gonna come into your sub
account and you're gonna go right on down
to marketing and you're going to click it.
Then you're gonna come right
into emails, and you can be
brought to these tabs right here.
We're just gonna click
campaigns to start with.
You can toggle in and out through here.
Be brought to a page that looks like this.
And up here between campaigns
and templates, it's the same
thing right here, but we're
gonna start with templates first.
'cause you need templates in
order to create campaigns.
So in both of these, you're
gonna have these basic buttons
down here, which are the same.
So number one is going to
be your recent templates.
Number two is gonna be a list.
You want it to be like this.
Or down, you can search for your
templates right here, and then you
can create filters or you can create
a folder with different templates.
It's just basic user interface.
Then in here, we're gonna click new or
down here, which is create template, which
will bring you to these exact things.
So the first thing is create
template from existing campaign.
So if you've already sent out an
email blast, you can choose the exact
campaign you want selected and it
will create a template off of it.
All the template is, is a pre-made email
that you can take and add to campaigns
or add to automations, which we're gonna
get into in a sec, Then we have email
marketing templates, Ingo high level,
they have an entire list of pre-made
marketing templates for you for email now.
In the beginning, I don't recommend using
a lot of images and making this crazy, so
we're just gonna start with basic text.
But they have pre-made
templates, which is pretty cool.
I mean, they have all these different
categories, all these different niches.
You can just search them,
you know, just like this.
Click whatever you
want, you just click it.
When you're done, you click
continue, and then you have your
email template as simple as that.
And that way you have access
to unlimited email templates,
which is pretty dang cool.
Then you have blank templates.
So this is just design editor,
code editor, plane editor.
Okay.
This is just basic drag and drop.
This is going to be code, like
how to do it from code scratch,
and this is playing with nothing.
we're gonna recommend you use this, but
we're gonna get into that in a second.
Then right here you have import email.
So this is if you are
using other software.
So let's say you're using MailChimp
Active Campaign or Kajabi.
Okay?
It's gonna give you different instructions
on how to bring campaigns in from
other softwares into go high level.
And you would just play with it like that.
You literally just click
it, you fall the steps.
It's as easy as that.
The, so that is how templates work.
And those are your four
options then in campaigns.
Okay?
These are going to be the email
campaigns filled with the templates.
So to do this, we can even click
this right here or click new
right here and you can do blank.
Remember, it's all based on templates.
We can click this, we can do
email marketing templates.
Same thing as before.
You go through, you
find the exact template.
you click it, you then click continue.
You then have your template, or you can
click your templates, which is a list of
templates that you have already created.
Okay?
And you can reuse those
again and again and again.
So that's how the campaigns work.
Remember again, campaigns
have templates inside of them.
So you're just making up
a campaign with templates.
Then under here you'll see workflow
campaigns and all this is where
you're gonna see all of the automation
actions with emails included.
So if we were to click create campaign,
it's just gonna take us straight to
the automations tab in go high level.
Just like this set up and
then you're in automations.
So then once you understand that,
we then have settings for campaigns.
So we're just gonna click this and we
brought to the settings for the campaign.
So first we have attribution, which is
just how long you can track said email
campaigns and the data within them.
And you can do this with all campaigns
or campaigns with products, and you
can pick the exact amount of days
you want, and then you click save.
Then we have verified sender emails.
So in here you can verify the
email you will send, okay?
And this is going to help
with your deliverability.
So you can come and you can
put your exact email in.
And then what it's gonna do, it's going
to send a verification code to that email
and you're going to copy and paste this
exact verification code you got from
the email you put in, right in there.
And then click verify.
And then you will have your email
address verified, which will help a lot.
Then we have sender preferences.
So this is the default email setting.
So you can go in and put your
exact email for sender, which
will always be the sender.
And then you can obviously change
it, but it's the direct one.
and then recipient two.
And then the default recipient.
So who's it's going to.
And what you can do in here too, is
you can click this right here, contact.
So you just pick which, sender
email you want and who you
want the main recipient to be.
Again, this is Sender Pre's
default, and then you click
save and you are good to go.
Then we have fonts.
In here.
This just lets you pick what kind of
font you want every email to have.
So you come in here, You
just pick whatever you want.
I don't think we want that one.
but you pick what you want and then
you click add font, and it's then
going to be the default font for
your campaigns and across the board,
just on your emails in general.
Then we're gonna click tracking.
so this is just tracking your performance.
So the first one we have is
click performance tracking.
When this is enabled, all links
will be tracked and it will
basically go through and track
the performance of said campaign.
And then we have UTM tracking, which is
just going to help you track the campaign
data better through here, through source
email, medium email marketing, And these
are added to URL to track extra stuff.
So for example, you can
track where it's coming from.
Identifying the source.
Okay.
You know what campaign?
It's just that extra bit of data.
So once you have this the
way you want, you just click
save and you are good to go.
And again, you can add more custom UTM
parameters, which will just get your
tracking that much more dialed in.
last but not least, you have statistics,
which is just gonna show you how
well the campaigns are performing.
I'm gonna go in depth on analytics
at the end of this video, so
don't worry about this right now.
But this is a way you can
see them, just like this and
how your campaigns are doing.
so now that you understand campaigns,
templates, statistics, how this
whole thing kind of works, just
like where to go to find stuff, I
now wanna take you through actually
creating an email just so you can see,
How the builder itself works.
So we're gonna come right in here.
We're gonna click blank template,
and we're gonna click this
right here, design editor.
So right in here, it's very much like
the other go high level builders.
You can just take what you want,
drag it in and drop it right here.
And then you have that extra
editing right on the side here.
But you can put, you know, buttons
in, you can put social medias.
You can really put in whatever you want.
And all you do is you drag
and you drop just like that.
So it's just like the other editors.
Very simple.
And then you would just configure
your email right in here.
So hello or type in whatever.
By the way, in the next section
I'm gonna be going over strategy.
So how to actually create emails,
like the entire thing right now,
this is just showing you how to
use the builder so you understand.
So don't worry too much about that.
I'm gonna be showing you how to do that.
And then right up here, you can edit
the heading, the font, the size, what
color you want these things to be.
Okay.
Whether you want it bold, italicized,
underlined, strike through.
Really all these things, making it linked.
You basically just have all these
extra features, just like a Word doc.
So you can edit this,
email that much further.
This is where you'll name it.
And then right over here, you
just have a couple basic things.
You have section.
This just allows you to pick
if you have a big email.
This sections okay appearance.
This is just going to give
you a little bit more editing.
So what.
Colors You want, how you
want the buttons to look.
Again, you can do that over here
when you just click this right
here and then we click this.
It'll pop up right on this left hand side.
To also do that, I'm expecting
you understand the basic
rubric builder of high level.
It's all the same.
Go watch my website
video or my forms video.
It's all the same.
I'm just expecting you to know this.
If you don't, please go watch
his videos or drop a comment
down below and I'll explain.
But it's really the same thing.
You just come in, you figure out what
you want, you change how you want.
Do you want it to show up
on desktop, mobile only?
You know, simple stuff like that.
And then saved items is anything you
have saved so you can use for later use.
It's very simple.
It's very straightforward.
Forward.
You come in here, you find what you
want, you drag and drop it in here.
You click it again, and then you
edit it on the side to further edit
your email or whatever you want.
And you have all the settings you could
possibly want on this left hand side.
Then right in here, you can see what
it looks like on desktop versus what
it's gonna look like on a mobile phone.
And then you can undo
and do just like that.
So what we're gonna do is we're gonna
call this new template seven, okay?
And we're just gonna click save template.
So you can make this look semi okay.
But again, that's how it works.
Once you're done with
save, you'll click back.
Okay.
And there it is.
It's right here.
You could preview it, you could clone
it, you could share it with other people.
You could upload to your email
template so you have it forever.
You could move to one of the folders.
You could create a campaign
right off of it, and then you
could archive it or delete it.
All together.
So it gives you all of that functionality.
so that is the email marketing
interface in a nutshell.
I went through it and it's very simple.
It's very straightforward.
If you have any questions on
this, please drop 'em down below.
I will answer, but it's quite
straightforward and if you have to
rewatch this part just to understand
the basics, I'd recommend you do that.
'cause it will help a lot.
So now it is time to
go over email strategy.
This is probably my favorite part.
This is gonna be showing
you how to actually create
emails that you can plug in.
I'm gonna show you some awesome
shortcuts and then how to automate this.
So this is going to be a really,
really valuable part of this video
you have to watch ' cause this is how
to actually create email campaigns.
Put them in the high level and
use them so you can start sending
out emails as soon as today.
Okay.
So now that we've gotten past one
and two, okay, we can now move
on to number three, which is the
email strategy side of things.
Guys, this is one of
the most exciting parts.
This is how you craft emails
and create different kinds.
Of sequences to sell people or
just engage your email list.
Let's jump right in.
There are really three different
kinds of email sequences.
Yes, there's a couple more out there,
but these ones are really the broad
ones that most people will be using.
And those three are the welcome
sequence, the sales follow-up sequence,
and then the newsletter sequence.
so number one, the welcome sequence.
This just helps new
subscribers to your list.
Learn about your brand, This is the
first thing that happens when someone
opts into your form, This is not
what you would use for cold email.
This is very much if you were
trying to build a list and you
have people opting on your website.
This is the first sequence.
It just lets them know what's going on.
This is really important, especially for
a lot of service-based business owners.
They just need something
to get people engaged.
Then we have the sales follow-up sequence.
This will turn interested
leads into customers.
This is sales.
This is what businesses and
SaaS agencies need a lot.
This is how you get people once
they opt into your form, okay?
Once people go to your website, once
people message you, once you put
people into a pipeline, this then does
a follow up sequence to sell them.
this is how you make direct money with
email marketing, the sales side of
things where you're just constantly
hitting people with the welcome sequence.
You're more warming them up.
The sales sequence is there to sell them.
Then you have the.
Newsletter sequence.
Okay?
This is what keeps
subscribers engaged over time.
Think of this as a way to just
keep people in your system, okay?
And this is very much value based, okay?
This is like, oh, here's this free
PDF, here's this free checklist,
here's this free course, here's
this free audit of your website.
It's just value to keep people
on your list so they have a
reason to open your emails, okay?
And yes, like I said before,
there is a couple more, but
these are the three broad ones.
Okay?
So now what we need to do is we
need to create these because.
Depending on what you're doing for
yourself or for your clients, You most
likely don't have these set up or you
have automations attached to this, so
this is incredibly, incredibly important.
So now what I wanna show you is how to
create each one of these and create entire
sequences and campaigns so you can use
as soon as you are done with this video.
Let's check it out.
I have three different prompts that
I have created for you that you can
use in AI to generate this for you.
Now, what a lot of people do is they
just go over to chat GBT, and they
just say, make me three emails on
this, and it turns out horribly.
The emails don't really make
sense and they sound like a robot.
I have tested and created these
so you can have realistic sounding
emails that are short and not
massively long and super confusing.
You have to have the right
prompt in order for it to work.
Now what I have here is a welcome
sequence prompt, a sales follow-up
sequence, prompt, and a newsletter
sequence prompt I built these for
you so you can just take these.
Copy and paste it, put it in
ai, fill this out, and then you
now have your sequence done.
Okay.
This has been tested.
This actually works.
If you need this, it's just
right down below in a link.
You can get access to
these to copy and paste.
It's all yours.
I'm completely free.
I'm not asking for anything, but this is
a easy way for you to immediately start
just getting email campaigns out there.
Now, you may want to go
a little more in depth.
You can add to this.
Feel free to do that.
There is always more you could do,
but for the most part, this will
do just what you needed to do.
So what we're gonna do is we are going
to create a welcome sequence prompt.
Okay?
We're gonna do this right here.
We're going to copy this and
we're gonna come right over to
AI and we're going to paste this.
But now what you need to do is you need
to fill out every single one of these
bracketed parts, so it's unique to you.
I will fill this along with you.
Okay.
Let's start with this.
So what we're gonna do is
we are just gonna do, create
three email welcome sequences.
for my business, we're gonna do
Declan's, CRM, Remember, you put
your business name and guys just
follow along, just like that.
Okay.
My product or service is going to
be CRM software Again, I do not know
what you're doing, but please put
in exactly What you would put in.
So if it's lawn mowing, put, you
know, weed eating, lawn mowing,
cutting grass, like all the things
that pertain to your business there.
And then you're gonna put
in a, professional tone.
Okay?
Over a timeframe of.
We're gonna do five days.
Again, you just put in
how you want this to go.
Just follow along directly me.
If you have questions,
drop 'em down below.
We're just filling in the
prompt, just like this.
Start with a thank you email delivering a
freebie.
So what I'll do is I'll put.
Free CRM setup guide.
You put in whatever your freebie is.
That could be a free estimate,
that could be 15% off.
That could be whatever you want it to be.
Just put it in some sort of incentive.
We did that and introducing my brand.
Then include emails sharing.
We're gonna do.
CRM tips, again, put in
some sort of value there.
and end with a call to action
And we're gonna do a free Trial.
Again, you're gonna put in
whatever pertains to your business.
Just follow along exactly like I did.
Okay?
And just plug this in.
Now, if you want to go more in depth
and add stuff, feel free to, okay?
You can do whatever you want,
Make sure you pause the video.
You either do this with me or you
pause it and fill this out right here.
Once you have it all filled out and it's
matching your business, you're going to
click this right here and look at this.
It's now gonna give you all of
the stuff you need right now.
You're gonna wanna make sure
that you plug in an actual
guide or whatever you're using.
You don't want just to have it be nothing.
but we now have all of our emails.
How cool is that?
It is generated.
And by the way, you don't
have to use strategy.
you could use Brock, Gemini Bar, whatever
you want, and just plug it in like that.
But make sure you follow, just as
I said, to get these emails again.
A lot of you guys are just going to
chat gpt and just saying, generate
me emails and it turns out horribly.
Take a little bit of time, put this into
the prompt so you get a quality email.
See this, this is short.
It's not loaded with emojis, loaded stuff.
It's short, straight
to the point and good.
Remember all the stuff I said
earlier to land in their inbox?
This covers it.
So make sure you follow this.
So now what we're gonna do is we're
gonna get these emails and we're
gonna put them into go high level.
So have this all pulled up, and
then in another tab have the
email marketing pulled up as well.
So then what we're gonna do is
we're gonna click templates and
we're gonna come right in here.
We're gonna click new and
we're gonna do blank template.
We're just gonna click Design Editor,
and we're going to click select.
Guys, I'm gonna show you a
massive shortcut that's gonna go
hand in hand with automations.
That's gonna save you so much time.
So follow along guys.
There is a method to this.
A lot of times you can automate the
sequence 'cause a lot of people just
go crank the emails and then it's not
automated and you waste a ton of time.
I'm not trying to have that.
I respect your time and I'm
trying to save you more of it.
Okay.
So this is what we're gonna do.
We're gonna get rid of
this right here, okay?
And We're gonna leave this up here
'cause this helps view email browser,
it helps with, deliverability.
We're gonna come right in here.
We're gonna drop this
text block right in here.
We're gonna delete this part, and then
what we're gonna do is we're gonna come
right back here and we're going to copy.
This right here.
Okay.
Everything you have, you're gonna wanna
probably put a custom value in, like that.
But we're just gonna click this right
here and we're going to click paste.
So now we have our name in here.
You can just click enter.
so right here.
I would make this smaller.
Just like the rest of them.
You can leave it bold and you might
want to put in a custom field.
Custom value.
Then right in here, we're just gonna
do, thanks for joining Declan Sierra.
Make sure everything looks good.
Okay, maybe do a little space right there.
Just make sure it looks basic.
With your free guide, you are going
to click this right here and you're
going to click this download part.
Now remember, just like early in the
video, you gotta warm up your emails.
Before you start really giving a lot
of links and juicy stuff like this,
so please make sure you do that first.
Then you would just click this right here.
You'll put in the URL.
Leave that that way, and click
save, and it will then link
that to what you're doing.
Then I would just come down here and I
would click enter and you are good to go.
As simple as that.
Then what you're gonna do is you're
gonna come right in here, okay?
You're gonna come right to settings.
Once you have this, guys,
there's a method to the madness.
We're gonna do Declan.
Okay?
From email, we're gonna put exactly
what the email we're gonna do.
Declan the wizard.
seven77@gmail.com.
And then what we're gonna do is you're
gonna come right back here and you're
going to copy the subject, okay?
Boom.
You're gonna come right back and you're
gonna pace this guys, there's a method
I'm gonna show you here in a sec.
It's gonna save you a lot of time, but
you're gonna add this, right, like this.
Then you're just gonna click save.
By the way, this is awesome
because it's cost value and it's
gonna pre put in there first name.
So we're gonna click save.
Okay?
So once this is done,
we now want to name it.
So we're just gonna do E one.
Now you put in whatever you want, the name
of it, dash this name of the, that dash.
So you.
You put whatever you want in here,
but I recommend you label it like E
one, E two, E three, and you could
add more stuff, but make sure you
label it so you know what's what.
In here we're just gonna do E one.
Okay.
Then you're gonna click save template.
Then we're gonna come back.
Okay.
and by the way, you're gonna want an
unsubscribe link on all of your emails.
You can come right into business
profile and you make sure
that this is on everything.
You guys, you have to have it.
I didn't put it on because of
this or do that, but make sure
you have an unsubscribed link.
If you don't, You are not
sending emails compliantly.
It's illegal.
Don't do it.
You'll get canned for it.
Make sure you put that
unsubscribe link in.
Okay?
So we're gonna go back to marketing, okay?
Just follow along guys.
So now we're gonna do, 'cause we
have it the way we like, we're gonna
come right in here and Once this
is cloned, you can take a guess.
What we're about to do, we're about
to come right back in and we're gonna
get this bad boy right in here, okay?
Copy all this and do the
exact same thing, right?
Like this.
Click, paste.
Same thing.
Okay.
Make sure this is all configured.
I do not know why it did
not go right there, but make
sure this is all configured.
Okay?
Just space this stuff out.
Remember, put it in if you have it.
Make sure you do that.
Plug it in right there.
Make sure you have it.
Okay.
And then right in here under settings.
Okay.
It's already gonna be configured
except we're just going to
switch out this subject.
So we're gonna come right in here.
I'm gonna do this.
Ding, ding, ding.
See how easy this is.
It's gonna save you a lot of time.
And then we click this, and then we
click save, and then you're done.
So please make sure you go in and you
make sure everything is linked up.
Don't just say, read CRM tips
and, and it's not linked up.
Make sure you go do that.
Save your template.
Okay?
Then we're gonna go back and we're gonna
do the exact same thing for the third one.
Again, guys, if you have 10, 20, 30, which
in these prompts, if you go up here, you
could add 40 whatever you want, however
big you email sequences, you're just gonna
do that for each and every one of these.
'cause the goal is, is to reuse these
templates every time new people come in.
Now for newsletters, that's
gonna be a little different.
And that was the third kind.
That's gonna be you coming
up with new ideas every week.
for this though, you're gonna be
reusing every time a lead comes
in, it can be the same sales
process, the same welcome sequence.
It can just be the same thing.
It doesn't have to be
this new thing every time.
And this is how you
save a lot of time guys.
So many of you that I talked to have
no idea about this and you don't
connect any of this properly, So
this will save you so much time.
So let's do the last, once we're gonna
go to E two, we're gonna click clone.
We're gonna do E three, and
we're gonna click clone.
We're gonna come right back in here.
Okay.
We're gonna go to day three.
We're gonna go like this.
We're gonna click this.
We're gonna come right back in
here, and we're gonna do the
exact same thing we just did.
Okay?
We're gonna paste it, I probably
should have done paste this plain text.
so learn from me.
Don't be dumb like me.
And then we're gonna click this and
then we're gonna make everything
look nice, however it looks for you.
You just make that look nice.
Make sure you connect it
just like we did before.
Then you come right in here
we go right into settings.
Same exact thing.
then we come right back here.
We're gonna get this
exact subject right here.
We're gonna come right back in here.
And we're gonna paste it that way.
You now have all of this
saved and configured.
Okay?
Then you're gonna click save template.
so again, however many you create,
you will do this process again
and again because we will be
reusing these in automations every
week, every client, every time.
This is how you save a
lot of time in high level.
If you're interested in high level,
but you also want help learning it and
learning how to sell it, I recommend
checking out my 30 day free trial link
right down below where not only will you
get 30 days of high level free, you'll
also get access to all of my bonuses,
which will help you on this journey.
So I'm talking you getting access
to a private community full of
winners where you can network
and get your questions answered.
I'm talking trainings on how to
use high level trainings on how to
get clients, systems on how to get
clients that I've already built out.
Snapshots, sales scripts, AI prompts.
White label onboarding
videos, premium Snapchat.
I mean everything you could possibly
need, but more importantly, the
ultimate handholding experience.
So you can master all this and get all
of your questions answered in real time.
you can literally hop on Zooms with
me and message me whenever you want.
You have access to six live coaching
calls per week with real agency
owners that are selling high level.
So you're getting not just some random
coach, you're getting real agency owners
giving you their advice to help you out.
And we have six of these a week,
so you can basically get all
of your questions answered and
really learn this thing in depth.
So again, guys, all of these calls, all
these trainings, this entire private
community, this is all free when you sign
up at the high level, right down below.
So when you go down and you click the link
and you sign up, we will email you access
to this and then we can get you started.
And if you don't see an email
access, just drop a comment down
below and we will get you settled.
So again guys, thank you for watching.
Check out the link down below
and let's get back to the video.
' cause when you see the automations
part, this will all make sense to you.
So now that you have this configured.
I want to show you something really fast.
'cause you may be like, how
do I even send an email?
I'm just gonna quickly show you
how to send an email so it makes
sense before we go into automations.
If you do not know how to send any emails
in high level, you come to campaigns.
Okay?
We will click new.
We will click your templates.
Then we choose the template you want.
We're gonna go, yay.
We want this one.
Okay.
Once you select it.
You then look up here in this
upper right hand corner and
it'll say Send or schedule.
You are going to click it and then it's
gonna be brought into a page like this.
right here you have multiple audits.
You have send now where you can look at
the sender email, the sender name, the
subject line, everything looks good.
Okay?
You can choose A contact list.
You can pick one, you can
send to an entire smart list.
You can choose from tags, you can pick
whatever you want, and then you can
just click review and send, and it
will just send to whoever you want.
Same exact thing, except you schedule it.
you pick where you want it, how
you want it, and then you pick the
exact date and time which you want
it, and then you click review and
schedule and it will schedule for you.
Then you can batch a schedule.
This is really good for SMS
texting, which we're not going to
now, This is also really good for
just huge email lists in general.
Again, I want to do this in batches, but
you'll pick exactly when you want it to
go out, how much you want it to repeat
after, and this will send like a couple
thousand emails at a time as opposed
to just blasting a bunch of people.
then we have RSS schedule, by the way, RSS
stands for really simple syndication and
it's great for blog posts and it feeds.
So it's basically like you could
sign up for a RSS feed on a news
website and it will just automatically
post any of the new stuff.
So this can actually be really good if you
have a really good niche, content site.
say maybe it's Plumbers of America and
they put out a lot of really quality
posts, you could plug that link in here
and it would email out the RSS feed.
Really cool.
Saves you a lot of time.
So those are the ways to immediately
send, again, you just click
that up there and you're done.
but then right down here you basically
have a spam score, which is coming
soon this basically is pretty cool
'cause it will show you how good it is.
So this is obviously rated very high,
but yeah, you're basically good to go.
And that's basically how that works.
So this is one way to send you, click
the template, click the campaign,
and you go in and you click send.
The other way to send emails very quickly
is you come right into contacts, okay?
Right up here.
you'll just pick whoever has an email
down here, pick who you want, come
right here and click send email.
This will pop up right here.
You can click this then you
can just put in the exact.
Email template and look,
it prefigures it out.
You don't have to go in and do it
because the template is already created.
Then you just put the action and you
click send email and it will automatically
send to those people right there.
And if you don't have a template, you can
do this where you just click send email.
You don't collect this, then you have
to fill this all out just like this.
So it just takes more time and then
actually manually put your email in.
But that's how you'll just send emails.
If you're wondering like,
how do I send an email?
That's how you do it those two ways.
The first way and the second
way is going into context.
If you were trying to send emails ultra
fast just to a bunch of people to let
them know, you'll do it in contacts.
That's the quickest, simplest way.
Campaigns is really how
you do email marketing.
contacts is how you just send
it really quick and then.
To see where people respond and talk to
you will see it in the conversation tab.
This is where all of
the emails will pop up.
This is how you'll see someone responded
who didn't, and then that's where
you'll kind of see where it goes.
It's not like an inbox.
It's not gonna be like
they go into your Gmail.
It's all gonna be through here.
So now that we've gone through one,
two, and three and you know how to do
the emails and you got 'em all locked
and loaded, it's now time to move on to
automations, which is how to automate
your entire sequences on go high level.
Let's check it out.
So what we're gonna do is we're gonna
come right into automations, okay?
Then right up here in the Create
Workflow, you can either select a
recipe which has a pre-built out email
automation or start from scratch.
I'm just gonna show you
how to start from scratch.
It applies to both what I'm about
to show you how to do, but this is
really neat way to save a ton of time.
So what we're gonna do is we're
gonna pick a basic trigger.
Okay?
This can be anything, but we're
just gonna do form submitted.
So let's say someone comes on your
website and they fill out a form, okay?
They fill out the onboarding
form or whatever, any form
they have, they fill it out.
And again, this is
whatever trigger you want.
This just depends on
what you're trying to do.
They have recipes pre-built on this.
A lot of this you can build really easily
on your own and write through recipes.
So it's not a big deal.
But say we're just gonna do a
basic form submitted like this.
Okay, then what we're gonna do.
So we're just gonna do a quick wait.
Let's do a wait of, let's do five minutes.
Okay.
We're gonna click save.
Action.
Then this is what we're gonna do,
which is really gonna be really cool.
We're going to send email.
Okay.
But instead of going, Okay.
And filling all this
out, we come right here.
And boom, we're done.
See how cool that is?
So now what we can do is we can
just plug this in very simply.
Now your template is done and you're done.
You just click save action.
And then we do this same
exact thing for this.
So what we're gonna do is we're gonna
do copy, copy all actions from here,
copy here, and then what we're gonna do
with this weight is we're gonna make it.
You know, two days.
'cause remember, we're spreading
this out over a couple days.
Then right in here, we come right
down and we just click save Action.
And we do the same thing.
Copy, copy all actions paste.
Right in here.
We put four days, we click save.
Action.
Right in here.
boom, done.
Automation complete.
How simple was that?
It's infinitely simple, and then
you just name it and you save it.
same exact process for let's
say, a pre-built out automation
or a really big automation.
That's a bunch of them.
You would just go in and you would
fill in all of your templates.
And the thing is, guys, is a
lot of you guys are going in
and creating emails on the spot.
If you build a base of
templates, you can then have your
entire welcome sequence done.
Because remember, you
create this one time.
It goes out forever.
So say you're doing this for business,
okay, and you want an onboarding sequence,
you could create these templates where
once you have it done, you set it up
and then you could add this in any
other account, anywhere else in your
go high level account, and you can
just keep reusing it and it's done.
The work is done, it's finished.
You see how powerful that is opposed
to manually having to go in okay,
let's say we don't have a template.
The template will already fill all
of that out pre-configured, and
It has different subject lines.
I mean, it's all done for you.
And again, guys, the reason I took the
time to make this video today was to
show you how much time you can save, and
you can save a ton of time with this.
So at this point.
All you gotta do is click publish,
click save, and you're good to go.
Obviously name it.
But you can do this for a vast
array of different things.
So you can do this with your sales
sequences, with your newsletters, your,
welcome sequence, whatever you want.
You now know how to do this,
and if you have any questions on
this or this is confusing at all,
please drop a comment down below.
I will answer.
I'll get to you as soon as I can.
That way I can help you out and
show you just how powerful this is.
So that's the automation side of things.
It's that simple.
And yeah, you have a bunch of different
things you can now do with automations.
So now that we've gone through email
deliverability, email builder tutorial,
email strategy, and automated all
of these, I now wanna show you where
to find your analytics on your email
campaigns, just so you know what's
working and what's not and really
how to read some of this stuff.
'cause a big thing a lot of people do is
they have no data and it's really hard to
make good decisions when you have no data.
It will just leave you confused.
Let's check it out.
So the first place to really see
basic data is coming into marketing.
Going in statistics and just
seeing how your campaign is doing.
So how much revenue, the engagement,
How many people the email was delivered
to the balance rate, all this other
stuff, just so you understand what this
is, and these are really the big four.
One is email delivered.
How many people did your email
actually get delivered to?
How many times did your email bounce?
So that's if your email goes
to someone and then it bounces
because they're a verified sender
or it's a fake email or whatever.
It means that the email actually
didn't go through unsubscribed
how many people click the link and
said, I don't wanna be part of this.
And then how many people
complained about spam?
These things are big to do with metrics
and you have to read them to know
what's working and what's not working.
Open rate super important too.
How many people of the email delivered
to actually open this shit up?
'cause a lot of people just ignore
it this is so important to know
whether your list is good or not.
'cause a lot of people are like,
yeah, I'm doing email marketing,
and they're not looking at data.
You gotta read this stuff guys.
So this is how you'll be able to figure
out the basics and just know, okay,
this is what I wanna look out for.
So what you wanna look for mainly
is emails being delivered at a
high rate and then high open rates.
That means it's doing well.
Now there's a bunch of other factors
after that, but that's really big if
you're getting a ton of unsubscribes.
A ton of spam complaints
and bouncing all the time.
You probably have a crappy
list, so look into that.
So this is one way to look into metrics,
and statistics is right through this tab.
The other way is going down into
settings, going right into email services.
And looking at email analytics.
Okay, so this is gonna show you an even
better overview of what's happening.
So it'll show you in this sub-account
total how many emails have been sent,
how many emails have been delivered,
how many emails were opened, how
many were clicked, how many people
complained, how many bounced, how
many subscribed, and how many failed.
In email services, under settings,
and every single sub account, you can
see an entire view of what's going on.
That way you can just know, is
this working well or is this not?
' cause what a lot of you guys are doing is
you're getting lists off the internet to
do cold email, and you're just hammering
and you're not looking at the data.
You're not realizing maybe this
email list I got was trash.
It was garbage.
It wasn't good.
And you guys won't know that unless you
look at the data and go, ah, it did suck.
So those are two big ways that
you can look at data and just
know, okay, what's my delivery?
Right?
Okay, what's my open rate?
Then last not least, we have
Google Postmaster Tools.
This is like analytics on steroids.
It just helps you get that much more
granular and lower into email marketing.
So you know every single thing.
Now, it's a free tool.
You just have to get
started and go through it.
But that's a Gmail service where
you can connect a Google Postmaster
account to get in-depth data.
So if you're a serious email
marketer and you're like, okay, I'm
gonna be using high level a lot,
you're gonna want to have this.
If you're more just a basic
noob, you're not gonna need it.
But that way you can really get
this dialed in and then you really
know what's working and what's not.
So what we're gonna do is we're
gonna come right here to automation.
Okay?
And you're gonna be brought to
a page that looks like this.
So what this page is, okay.
It's basically just a list of all of
the automations that you have built,
and you can, you know, categorize
them by folders and whatnot.
You can create smart lists off them.
It's basically just a categorization
of all of the automations you created.
And you can, you know, delete
them, edit them, do everything
right through here, add them to
sub-accounts, which is really cool.
So you can basically move automations
from subaccount to sub account.
Really cool.
Yeah.
Move to folder.
I mean, you just have all of this
really cool features, duplicate.
I'm all inside this first dashboard, but
this is just organizational purposes.
Then you come here and you
have two different options.
So we're gonna spend the
day and start from scratch.
'cause we're really gonna be going
over the nuts and bolts of this.
But you can build pre-made automations.
They come prepackaged, they
have all the stuff built out.
You can literally just come right in
here, click continue, and you'll have.
Automation's already built.
Okay?
But in this video, I'm not necessarily
gonna be going over strategy guys.
I have a ton of other videos on exact
automations to build like, okay,
we're building this automation today.
This is just gonna be how to
use the automation builder.
'cause once you understand that you
can build unlimited automations and
you'll know exactly what is possible.
So again, I have videos on the
strategy, but for this, we're
just gonna be going over in depth.
Okay.
What the automation builder can
do and how powerful it's, okay.
So in this page, I'm gonna just give
you a quick tutorial before we dive
into the exact triggers and actions.
First thing is builder.
This is where all of
your automations will be.
Okay?
Settings.
This is just a place where you
can add extra bits, so anything
on contact, allowing reentry,
allowing multiple opportunities,
stop and response to a heartbreak.
Get the time zone.
Of the automation.
Okay, this is really cool too.
Um, the window, you can pick that too.
It's just specific time, but you
can have default names and default,
uh, emails and default numbers.
So anytime it sends an email,
an SMS, you can have a default
number for this automation.
Therefore, you don't have to
go in and plug in the number.
And this just gives you that in
entire, basically default suite.
So everything is.
Is prone and, and and aimed at one
email, one number, and then you
can toggle and mark stuff on red.
Okay?
Enrollment history, this is
basically all the contacts that
have gone through the email.
So you have a list of all the people that
have run through, 'cause it, it runs off
emails and then execution logs is how
many times this automation has fired.
So you can see on January 24th,
5:00 PM you know, whatever.
It just shows you all of that.
Okay?
And then up here, obviously you
can name your automation, which
you're really gonna want to do.
Um, lemme hop right back in here.
And then up here you basically
have toggling on and off.
So this is publishing said
workflow makes it live or not.
You're gonna always want to do
that at the end test workflow.
This is just how you test it on a
contact to see if it actually works.
And then down here we just have a
couple other features to show you.
Okay.
So you basically have.
Okay, so right here we
have basically view stats.
This will be all the stats you
can see with said automation.
This is really cool.
You can add notes to your automation.
So you basically have like, okay,
remember on Thursday or whatever, or
how, you know, when Jimmy goes through,
add this, you know, just to give
you a little visual representation.
Then you can add sticky notes
where you can add extra notes.
Saved.
It's a really big automation, so
you can basically plug it in, um,
and have that extra functionality
and then right down here.
Okay.
Um, let's get this outta here.
You can zoom in on the automation.
You can, you know, uh, zoom out.
Go super in depth, you
know, whatever you want.
And you basically have access to.
All of those basic features.
So that is the basic dashboard tutorial.
So now you know where to go to figure
out all the little nuts and bolts.
Let's dive in.
And this is going to be so in depth on how
to basically do every trigger and every
action that GoHighLevel has to offer.
Okay?
So if you didn't know
high levels broken down.
So if you did not know, high level
automations are broken down into
two different pillars, triggers.
Actions, A trigger is the beginning,
uh, start of the automation and
the action is what happens after.
And I bring this up again right here,
so it makes sense visually a trigger.
What starts the automation, like when
someone fills out a form, it is the
beginning of the automation, and you
can have as many triggers as you want.
But a trigger is what
starts the automation.
It has to have a trigger event.
Someone fills out a form, someone
calls you, someone texts you.
It's, it's that first thing that
starts the automation an action.
And you can have multiple of these
is what happens after the trigger.
So sending an email when the
trigger pings an action happens,
and then another action, another
action, however you want it.
So triggers and actions are
how automations are built.
And remember, again.
The trigger is the start of everything.
You don't have triggers later.
Uh, you, you could technically, but
that's, that's not really an automation.
Um, but it all starts in the beginning.
Actions is just what happens after.
Okay.
So to create an automation, you're
just gonna click add new trigger.
Okay.
And, and now we are brought to.
All of the triggers.
So now I'm gonna go through all of
these so you understand what these are.
So first we have contacts, okay?
And these are all of the triggers
that have to do with contacts.
All of the contacts, this is every
trigger that will happen on a. Contact.
So first trigger is
when a birthday happens.
So on a contact you have a birthday.
If a birthday happens and
it's Jim's birthday, this will
trigger the next sequence.
Contact change.
This will trigger when basically
a contact's information has been.
Updated.
Okay.
Contact created.
When a new contact gets
created and GoHighLevel, it
will trigger the next event.
Then we have contact d and d, so when
a contact puts on Do not Disturb.
Okay.
That is a feature you can
get in the conversations tab
if you're bothering them.
As soon as they put that on, it'll
trigger then a new sequence, which can
be great for a whole host of things.
Okay.
Then we have contact.
Tag, this is when a tag has
been added to the contact.
New lead, for example, would
trigger the sequence of events.
Custom date reminder is gonna basically
be any sort of custom date, an
anniversary, a holiday, whatever it is.
When it is on a contact, it will trigger
and then start going right into actions.
Then we have notes.
Added.
Okay.
So anytime, uh, something happens
where, you know, a note gets added
to a contact, whether that be, um,
this is a crappy lead or, you know,
whatever you want to put something
there, it will start the automation.
So put them in a pipeline, you
know, whatever you want to do.
Notes change.
So similar to this, anytime a note gets.
Change on a contact, it will then
trigger that sequence of events.
Then we have task added.
So anytime a task has been added to
a contact, it starts the sequence.
Task reminder.
Anytime an upcoming task basically is
due or however you wanna do that, it
basically will trigger the automation
anytime a contact task is completed.
So they finished.
Bloating, the pipeline, whatever,
it will then trigger the sequence.
Last but not least, you have
contact engagement score to just
radiant contact on their engagement
store and their interactions now.
Okay, so now that we've finished
all of contacts have events.
So inside of GoHighLevel, this can
be stuff in, you know, forms, emails.
This is basically an event.
Happening.
So something being more, uh,
triggered on a bigger level.
So let's go into all of these.
Okay.
First we have inbound web hook.
By the way, this is a premium
trigger, so this costs money, okay?
This is fired when basically data is sent
to your system via a online web hook.
So you may not be using that, but
that is basically a. Premium trigger.
Um, so if you buy that, that's basically
one of the triggers that they offer.
Then you have call status.
So whether the call was missed,
connected, however that works.
So whatever, you know, somebody missed a
call, uh, a call, a missed call, test bag
got fired, whatever that sequence is for,
for calling, it'll be basically a trigger.
This is big again, for a
lot of call automations.
You're definitely going
to want this email events.
Okay?
This is whether the email got
opened, clicked, someone submitted,
you know, the thing in a form,
you know, whatever it is that.
Basically the email event that
gets triggered, again, huge for
email marketing automations.
You're gonna use that 'cause a lot
of people, you know, depending on the
open rate, you may wanna send another
email and a bunch of other stuff.
Customer replied is just, if a customer
replies to an email, a message,
and an SMS, whatever, um, that's
basically just going to trigger.
You know, the automation, so that's
great for the conversations to happen.
Again, a lot of the automations you're
gonna be using, um, to really, you
know, hit people on follow up will
be stuff like this form submitted
insights, you know, GoHighLevel.
They submit a form on a website
or wherever it's gonna trigger
the automation survey submitted.
You create a survey when someone fills out
the survey, it triggers the automation.
Real quick, guys, I just wanna make
sure we're we're following along.
Remember, the trigger is
the first event, okay?
And then you have actions.
So all the things I'm going
over are a first event.
So when someone comes to your website.
And they fill out a form or
whatever you want to pick here,
that will then start the automation.
Okay?
And we're gonna be going over actions
here in a sec, but these are all the
stuff that starts the automation.
So just don't think like, oh, I'm
kind of confused on, on, on, on
what to do or how this will work.
Just think, how will this work for me?
Because once you have that and, and
you understand your client's kind of
pain points, you can just plug these
in all across, um, um, their business.
Like I'm telling you, there's so many
little, little golden cherries everywhere.
Like little, little things you
can automate here and there.
And once you understand all of these
things, you can just start plugging
in immediately and save them a
lot of time and make more money.
Then we have trigger link clicks.
So if they click a specific
link in an email or any sort of
trigger link you created, it will
then start the automation again.
Guys, this is all heavy marketing stuff.
Facebook lead form submitted.
If you're running Facebook ads and someone
submits a lead form, okay, and you're
have to Facebook connected to this,
it will then start automation again.
Huge for marketing.
Uh, TikTok form submitted.
If someone submits a form on TikTok.
This then starts the automation.
So if someone submits a form
on TikTok, we can then maybe
send them an email on actions.
We'll get over that in a second.
Um, but that's another thing
you can do video tracking.
So depending on people watching
your video, interacting with your
video, however you want that on
your website, whether it's custom
h, email embedded, whatever.
This basically helps you track.
So then you can start, if someone watched
partway through video, you can send 'em
emails or however you want to do that.
Again, just great for tracking.
Number of valid, uh.
Number validation.
So when a number is verified or uh, valid,
it'll basically start the automation.
Okay.
That's great too.
When people, you know, are weeded out of
spam, it gets that start messaging error.
SMS.
So if there's an error with the
texting, okay, this will plug
'em in automation, follow up with
them, um, and do stuff like that.
Okay, this one really important.
LinkedIn.
Okay, now we have LinkedIn
leaned form submitted.
Okay?
This is when someone
submits a form on LinkedIn.
Yeah, it triggers the automation.
Guys.
You're starting to see the pattern here.
Little things you can do.
So when someone submits a form, you
then can have that be the trigger
event, which starts everything.
Funnel, website, page view,
if someone visits, okay.
Um, depending on, on
how you have it set up.
This will then trigger the next sequence
so you can make sure that you have a
retargeting or sending emails out to them.
This is great new re uh, review received.
You can basically go right in here.
Um, and you can basically
have, uh, how do I say it?
A Google review gets submitted.
It then adds a tag or, or
however you want to do that.
This basically just helps you automate
certain things within the review space.
Reputation management, I'll
actually show you right here so
you can do new review received.
Okay.
You can add filters.
Select.
So we could do, um, review source.
Okay, select operator is okay.
And then you have Facebook,
Google, you see what I'm saying?
So it's whatever's plugged
in, you can then add it.
Um, and that way you can filter down.
And by the way, guys, for all of these
trigger events, you have stuff like
this where you filter even further.
Down, which I'm gonna get more in
depth once I go through all these,
but that's another thing you can
play with an ad, which is great.
'cause what if you don't want
Facebook and only want Google?
Well, you're gonna have to pick here.
Okay, now we have appointments.
So this is calendars.
Okay, so in high level calendars, okay?
This is the automation for calendars.
So anytime an appointment basically gets.
Then you have appointment status.
Okay?
So depending on is it
coming up in five minutes?
Is it an hour?
Is it tomorrow?
Did someone cancel?
Whatever you want for said
appointment automation.
This basically then will trigger
the event customer books.
So when someone books on your calendar,
do you wanna send 'em a follow-up email?
Whatever.
You basically can add
that in, just like that.
That way you have an extra
sequence, or if you wanna get 'em
on another call, however you do it.
That's basically a perfect automation
for moving forward once people
book on a sales page or whatever.
Okay, now we have opportunities.
Okay?
So this bad boy right here, all
of your opportunities, Hey, this
is big for pipelines, guys, you
salespeople, this is big, okay?
'cause this is how you basically start
automating all the opportunities.
So when an opportunity
status changes, are they hot?
Are they cold?
Are they a warm lead?
Are they a bot?
Are they a sold?
Are they a booked call?
This would basically be what
you wanna do when it changes,
it then triggers the automation.
Then you have opportunity created.
So when a new opportunity lead, okay,
think lead gets added to the pipeline,
triggers the event opportunity change.
Okay.
Depending on.
Um, you know, are, are they getting
booked call, you know, it's kind
of similar to the first one.
And then moves them.
Pipeline stage.
Do they move from pipeline to pipeline?
Okay.
And that's basically just, just
to, and then pipeline stage change.
So whether it moves stages
in the pipeline, it then
triggers the opportunity.
Then stale opportunities.
If an opportunity lead doesn't move in
a while, there's something wrong with
it, it's stale, it basically then can
trigger the automation and move it.
Okay.
Down here, you now have affiliate stuff.
So this is basically if you've
created affiliate program.
Okay.
Inside of high level, lemme just show
you right here in the affiliate manager.
You then have this, okay, so when
a new affiliate is created, it will
then trigger the sequence, a new
affiliate sale, someone bought your
product or your client's product.
It starts at someone
enrolled in a campaign.
So you have a new affiliate, boom.
It basically starts at, gets it
ready to go, and then you basically
now can fire the automation.
Now we have courses, okay?
So in here, remember products, video
courses, right inside the courses.
This will be hand in
hand with communities.
Again, guys, quick note.
They are constantly
adding new automations.
Keep looking at this.
'cause they're gonna be adding
course automations here too.
I mean, they'll add random stuff and you
just have to stay on top of it because
there's always new shit coming in.
So again, always be following up 'cause
there's gonna be more stuff added.
Okay.
But this is for courses, online courses.
So category started, did they start a
category, which can be known as a module.
Okay.
So once they start that it can send
'em automation category completed.
So they finished a module.
It's just different wording.
It sends them stuff.
Lesson started when they start
a a lesson in the course.
This triggers the
automation lesson completed.
They finish a lesson.
This sends the automation.
Guys, I wanna make this really clear.
A lot of people have online courses, okay?
Kajabi School, all these
other shitty places.
They don't have these
kinds of automations.
You have to use Zapier and all this third
party duct tape stuff in high level.
If you have a course or you know
someone that has a course you can do.
So much with you.
I mean, this is magic.
You will save them So much time, guys.
You guys want to think money.
This is so much money right here and it's
free as part of high level, so use it.
Okay?
New signup, when someone just
got into your course okay,
triggers the the sequence.
Okay?
Offer access.
Granted, okay, once they get into the
course and they were access, you know,
or, or granted access to said, uh, offer,
which is, um, how you get into the course.
Each course has an offer,
offer access removed.
So if you remove the offer, then you
basically can have access removed.
Again, a little quick thing.
You can set up an automation here
where if you remove someone's
access, the action would be remove
their contact from high level so you
never have to see the faces again.
Then you have product access.
Granted, okay, this is
a product, not an offer.
Again, I have a full video on courses
and all of these subjects if you
don't know what I'm talking about,
so you understand that product
access removed, it removes them.
Okay?
Same thing triggers the sequence.
Product started and goes, so
they went right into the product.
Okay?
Remember category lesson?
This is within.
The course.
Okay.
You have modules, lessons,
product is the course.
You feel me?
So it's, it's, it's all of that stuff.
So it's, it's a step
higher product completed.
They finished the entire course, okay?
It triggers that user login.
So when they first log
in, it basically then.
Um, triggers the sequence.
Okay, now we're going into payments.
So this is all have to
do with the payments tab.
So all of this good stuff, when
payments are received, you know, uh,
paid whatever you can now can do this.
So invoice, if someone pays an
invoice, it then can send them
an email or whatever you want.
And that's gonna be an actions which we're
gonna go in a second payment received.
So when you get the payment,
it can, it can trigger that
sequence, order form submission.
So someone submits an order form, okay?
In products.
Boom, sends that out, order submitted,
they've gone through and it's, you
know, thorough that can start the, the
automation documents and contracts.
So when someone signs a
contract, triggers the sequence.
Guys, there's so much I, I'm breezing
through this, but I want you to
sit here and really think like,
there's so many businesses that
do all of these things manually.
Like, do you not understand that
there's so many businesses that
send out contracts, collect payment.
Let's believe what every business does.
These are just free automations.
You guys get what I'm getting at?
Okay.
And these are new by the way.
So assign a contract triggers the
sequence, which can be sent an email,
send a text message, um, estimates.
Okay?
This is when someone receives an estimate.
Send in a subscription to a
subscription to Stripe recurring.
When someone, uh, signs that
it sets the automation refund.
When someone issues a refund, it then may.
Trigger an automation that asks them
to not, you know, do a refund Shopify.
Okay?
This is for anything with
Shopify, if you're using, you
know, and plugging that in.
So, abandoned checkout, you know,
checkout was just left and no one paid.
It triggers order placed.
They put it in, it'll send the
sequence, um, and then order fulfilled.
They fulfill the order.
It then can trigger
the sequence of events.
Then start IVR trigger.
So this has to do with phone.
Okay?
This is.
Interactive voice response.
So whether this be like, hi,
welcome to Joe's Business,
you know, whatever that is.
Basically like it triggers that and
they're trying to, to work, um, you know,
uh, through some sort of call support.
Again, real quick, this
is really important.
They're adding the new AI voice bot, so
there's gonna be new automations on this.
It's, it's just, there's
so much stuff changing.
So that's definitely going
to, um, happen, guys.
Huge Facebook and Instagram events.
Someone, and these are beta by the
way, so they, they're being tested, but
someone comments on a Facebook post.
Sends them a message.
You guys see how awesome this is?
Someone comments on the Instagram
post sends them a message just
to stuff like, man chat, flow,
chat, all these people do that.
Um, then you can, you can just do
it right there, which is awesome.
I mean, that literally can
automate so much communities.
Okay, that will be, um, right here.
It's their newest feature groups.
It's pretty freaking awesome.
Okay.
Group access, granted, so
someone gets in the group.
Does it send them an email, a dm,
whatever group asks access revoked?
Does it take them away?
Then it removes their contact
private channel access.
So in communities you have channels.
Okay.
When someone gets access to a
private channel, does it let them in?
Private channel access revoked.
Okay.
When you take someone
out, what does it do?
Um, community group member
leaderboard level changed.
What does this basically do?
Um, when a.
Then you have community
group member leader.
Then you have community group
member leaderboard level changed, so
depending on the leaderboards, if that
changes, it then fires the sequence.
Then you have certificates, so any
sort of certificate in trainings,
whether it's good job, you
completed the module or whatever.
When someone gets this, it then
could trigger sequence events, which
could be sending them all kinds
of, you know, messages or whatever.
And then you have uninstalled apps,
which is doing third party stuff.
Last but not least, just.
On this, and I'm not gonna go through
every single one of these because once
I show you one, you'll understand.
But let me find one for
example, let's go to this.
Okay?
This is really important because
when you add filters, okay, it
has all of these other things.
So we could do in pipeline, okay?
And then you select which pipeline.
'cause see guys in a sub-account.
With all of these, you
have to have filters down.
So if you have five pipelines, this
doesn't just know what pipeline to hit.
Does that make sense?
You're gonna have to go in
when you set said trigger.
Okay.
And you're gonna have to plug it in.
So we're gonna just add this one.
'cause I'm gonna kind of show you when
I go over actions, how to plug this in.
But let's do in pipeline.
Okay.
Select, we're gonna select pipeline two.
Okay.
Add filters.
Um, and that's perfect.
Okay.
So that's gonna be the basic thing.
We're gonna run.
Okay, I'm gonna do save trigger.
Okay.
What is this?
So just for the sake of this video,
I'm just going to add one right now
so we can basically, um, I can show
you in the actions how this all works.
So let's go to opportunity says changed.
So we will pick, contact changed.
Okay.
We'll add filters.
So select.
Assigned user, select
arbiter has changed too.
Um.
Okay.
For the sake of this video, I'm just gonna
pull one of these up so you understand.
Okay.
So we'll do opportunity status changed.
We'll come right down in here again, guys,
you have all of this awesome stuff here.
Let's do opportunity changed.
Alright, we'll add the
filter, um, in pipeline.
Remember selecting what pipeline.
'cause guys, again, you have
to distinguish what, if you
have three pipelines or five
pipelines, you have to pick which
one or five contexts or whatever.
You get what I'm saying?
Each one of these has that,
so we'll save the trigger.
Okay, so now we have.
Our trigger.
And again, guys, every single trigger has
filters you can add to get more granular.
Now, it could just be broad, but
just so you know, depending on what
it is, remember multiple pipelines,
multiple calendars, multiple contacts.
You have to be specific.
So that's how you do that.
Okay?
But now that we're done with that, now
we go into the next part is what happens.
After triggers, so once the
trigger event happens, so all
this stuff I just listened.
When you pick one of those, InGoHighLevel,
okay, so one, something happens now
it's going to trigger an action.
Okay, so let's jump right in.
Okay, so you're gonna click
this right here and now.
Now we have a lot of things to
add, so I'm gonna try to go fast to
these, but this is now the action.
So really quick, just so you understand
what I'm saying, an opportunity comes
in, he gets changed, and you go, okay.
When a new opportunity changes, I
want to add a tag and then you'd
pick a tag and it would be a missed
call or whatever you want or pick.
This lead is gonna get sold
and then you just save it.
And now, and, and guys, I'm
gonna go over all these.
Don't worry.
I'm just showing you again, I'm
trying to be so simple and clear.
Once you go through and the
opportunity changes, it adds a tag.
Or it could send, check
this out, or it could.
Send an email, send an SMS
message them on Facebook.
It could, uh, set up a custom value.
It could send them to an AI chat bot.
It could send them a
calendar booking link.
You get what I'm getting at?
I'm, I'm trying to be super clear.
I know some of you more advanced people
are like, why is he being so simple?
Is because I want some of the beginners
to understand that you can literally do.
Anything can GoHighLevel.
You can automate any task.
So when anything happens with the trigger
event, it then adds this next part, okay?
Which is the action.
So let's go over all the actions,
so when that first event is
triggered, you can create a contact.
So again, we're gonna go to contacts.
Anything within context.
This first bit has to do with context.
So any action with a contact.
So.
Opportunity changes.
It creates a new contact called John.
Okay.
The, the trigger, the opportunity changes.
It then would find a contact so it
could search and pick a contact.
Um, then you have draft to trigger change.
You'd have update a contact field.
So depending on the custom fields, again,
a full video on that, it would update.
So would it make them, you know,
whatever, you know, you can pick
the, the, the, the, uh, rabbit hole.
You wanna go down with that.
Add a contact tag.
So once an opportunity has
changed, do they have a tag
that is hot lead, whatever.
They change.
Maybe it removes a tag.
So it removes hot lead
because they just got sold.
So they're no longer a hot lead.
They're a client, okay.
Assigned to user.
Remember in high level you have
users, you have people that run
employees full video on that too.
This would assign them to
Gem, who's salespeople.
So boom.
Maybe it's moved from the sales person,
Jim, and now it's moving to Rebecca,
who is the customer satisfaction person.
So it removes users and assigns users.
You see what I'm saying?
You can get so crazy
with edit conversation.
So in Conversations tab, it can make
any sort of edits and change that.
Enable do not disturb.
Maybe once they changed, you
don't wanna be messaging 'em so
much 'cause they're a client.
So that adds, you want to add notes.
So maybe the client, you wanna just
add that this client in particular,
uh, needs special lovings.
Whatever you add the note, add a task.
So a task needs to be
completed on this client.
Remember guys, this is all in context.
It would then add to that.
Copy, contact premium trigger.
Guys, you gotta pay for this.
But it would just duplicate a
contact, deleted contact maybe
after they move to a new stage.
Okay.
The stage we picked in that pipeline,
maybe this pipeline is weeding out a
bunch of idiots and maybe you don't like
them, so then you can delete the contact.
Okay.
You can modify and uh, and
modify contact engagement score.
So depending on their interactions,
um, and engagement, that'll change.
Add contact followers.
Okay.
So any sort of.
Damnit.
Why is it doing that when you
have add contact followers?
Okay, so this is basically adding
users to follow up and whatnot,
and then remove contact followers,
which would be the opposite of that.
Now for the really, really juicy
stuff, the communication side.
So this is what a lot of
automations are based off of,
and this is basically how to.
Um, really hit your leads hard.
So when that lead gets changed in that
pipeline or that calendar gets up to you,
or whatever your first event is, once
they change it, then will send an email
so you can immediately send people emails.
Guys, this, these two are
so important because you can
literally automate anything.
Like someone signs a contract, it
then sends them an invoice, like guys.
I, I know I'm, I'm, I'm repeating
myself, but we need to be reminded
more than we need to be taught.
And I have to, for some of you,
beginners, I wanna go over this
because it is so important.
Every business does these things manually.
Unless they're automated.
So you can just go in and automate.
I'm telling you right now, a lot of you
guys are looking for these complicated,
you know, let's do database reactivation,
all this weird shit, which is great.
I, I, I'm about it.
But there's so many little automations
you can do that are just these
little gold bags, these dime bags.
They're everywhere, bro.
You can just line your pockets of cash.
'cause all of the businesses do this.
You don't need to have the
crazy, you know, advanced stuff.
You can just do all the simple
stuff and there's so much of it.
So when that happens, you
can send them an email.
When the trigger gets sequenced,
you can send them a text message.
Okay?
And you guys, you can add as
many of these as you want.
You can just add, you can
add, you can add, okay.
Um, lemme scroll back down.
Okay.
You have Slack.
Okay, so Slack, the app premium trigger.
This could send them a message in
Slack or whatever you wanna do there.
Call.
Okay?
Again, you can call them after.
And guys, real quick, I'm just
gonna delineate this real quick.
You can pick all of that
further detail in here.
So what message you wanna send?
Remember we went in here?
Default number.
Default name, default email.
You can set that up in the automation
as default, so you don't have to
go through and keep doing that.
I just, guys, I want to just make
this clear, this video as simple
as possible so I can save you time
because for me, I was so stupid and
it took me forever to understand this.
Um, but check that out.
So call so you can pick
the call and remember.
Just like when I went in, you want
to pick who's it going through.
So don't just click send SMS,
go into it and pick which one or
have it on default, um, so you
understand exactly what's happening.
Um, and it's going to the right number.
Okay?
Voicemail sends them a voicemail.
Once they triggers the thing Messenger,
you can DM people on Messenger.
How Google is that guys, this
is huge for people to use.
Facebook, Instagram, dm, someone fills
out a thing, it can send an Instagram
d and guys, you can stack these.
So say when a new lead
books on a calendar.
Okay.
You could, if you have their contact
info all set out in contacts,
you could send them an email.
You could send them an SMS.
You could send 'em a call.
You can message 'em on Facebook,
message you on Instagram.
I mean, you can just blast people.
Guys, this is how you
automate sales businesses.
Okay?
Manual action to SMS.
So this is moving them right
to SMS to basically do a manual
action, which could be called
text, whatever menu Action to call.
Same exact thing.
Google Business Profile Messaging.
This is no longer available
as you see right here, because
they don't allow that anymore.
Send internal notifications.
So guys, really important.
You can pick email, uh, text, whatever.
And guys, this is in the group.
So if you have users, so you have
a sales person, high level, you
have a va, you're gonna want this.
'cause when, and this is a really
hot one, this is used a lot
because if someone comes in, okay.
And you know, they book a call.
You want your, your people in your
business to also get notified.
Maybe that's you, maybe it's the
business owner, but you wanna
make sure you're using that.
Send review requests.
When a new person comes in and,
and in opportunities, fills out and
is a booked client, they're done.
You can send them a review request and
you can automate reputation management.
Ooh, how awesome is that?
And guys, by the way, I have tons
of videos on all of these things.
Okay, go to my user channel
if you're, if you're trying to
figure out any of this stuff.
Reputation management, you know,
ai, chat bots, all this stuff is
already on my, my, uh, my channel.
So you can check it up if
you don't how to do it.
Conversation.
AI plugs it right into a chat bot.
Huge.
Okay?
These things are all beta.
Facebook interactive messenger.
Um, I don't know how long
these will be available for.
Sometimes they're not, so I'm not
really gonna go over those WhatsApp.
So if you're using WhatsApp.
Send 'em a message.
Do whatever si send a live chat message.
Okay?
So through the website chat
message log, external call.
So be basically logging a call that's
not through the GoHighLevel system.
Okay?
Appointment booking,
conversational AI bot.
This is the new V two AI chat bot.
So this is to book calls,
which is much better 'cause
the other one couldn't do it.
Okay?
WhatsApp, again, any sort of
customer service window check.
Guys, I don't really use WhatsApp,
but if you do use WhatsApp,
these are all things you can add.
Um, and then conversational AI status.
To basically understand that the AI
chat bot can go after these people,
um, and understand it better.
Again, guys, you can
play with all of these.
There's, there's so many.
Just figure out exactly what you need
to do and then just edit real quick too.
If you're ever trying to figure this
out, I think this is really good.
You can always search so form.
Oh, cool.
And you see all this
stuff with form email.
Oh my gosh, send email.
So always use the search
box if you're ever looking.
You don't have to manually go through
search for your stuff and sometimes
they're under different names, but
little quick hack to save you time.
Um, make sure you go and use that.
Okay, now we're on send data.
Okay, so sending data.
This basically will be to send
data, um, to an external system.
So lemme scroll right down
here and explain what.
This is for those of you who don't
even know what a web hook is,
this basically allows platforms
to send data to each other.
So this goes outside, okay.
Of high level sometimes.
And this, this can be great.
So custom web hooks that could be using
Zapier, sending from Walmart to Amazon.
You get what I'm saying?
It's, it's adding the extra stuff
and guys custom web hooks and
sending Google sheets to people.
These are premium triggers.
Um, just know that, but then
you have internal tools.
Okay.
This again, this is where you get
really fancy and these are really cool.
So lemme go over these.
Okay.
Then we have, if else.
This is basically conditional
logic on basically an automation.
So what this will do is it will
segment badly, some goodies.
So if they responded poorly or they said
they weren't interested, it'll just weave
them and put them in different places.
And again, you can have a Christmas
tree of automation, so it's just gonna
quickly put people in the right place.
Wait, this is going to be a wait block, so
wait 15 minutes before you send the next.
Email, stuff like that.
Goal event.
This just triggers a workflow when
the goal has been met, whatever
that goal is or whatever you want it
to be, that will trigger it split.
Okay?
This is really big.
I just wanna show this to you really fast.
This basically.
Is this, this is what I was talking
about before the yes no sequences.
This is big in database reactivation.
This is be used a lot when you're running
big numbers too, because what this
will do is it will send shitty leads
and good leads down different paths
because if you just have one straight,
you know, automation, you're just
gonna be blasting all the same people.
When you wanna, you wanna weed the
uh, uh, the good people from the bad.
And again, guys, I have full videos on
reputation management, so Fred's not,
I will explain that more in depth,
but lemme get rid of this real quick.
Okay.
Then you have update custom value,
guys, full video and custom values.
Okay.
They're placeholders within high level.
This is huge.
This is like where the big heavy hitters
come and you make a lot of money because
you can update stuff across the board.
So change a number to a new number.
Change, you know, a, a new name or,
or you know, update contact, whatever.
You can do that across the sub account.
And again, I have a full video on that.
If you don't understand what custom
values are, go check that out.
'cause it's money.
Go to this, just sends 'em to a
different place within the automation,
depending on what you're trying to do.
That's good for just directing
people to a new page or a new
area, but definitely use that.
So this basically date time format
will basically format certain dates.
Number formatter, same thing.
Calculating numbers.
Same with math operation.
This is where stuff gets weird.
This will calculate
like equations and shit.
Um, you can just add whatever
you want based on opportunities.
It does get a little weird there.
Go back here.
I. And that's great if you have,
you know, really complex funnels,
built out, set event, start date.
This basically triggers an event
in GoHighLevel, add to workflow.
Okay, so you can add them
to another automation.
Gosh, again, these are huge because
you're gonna have to build, when
you automate an entire business,
it's gonna hop from automation.
Automation and workflow is automation.
If you didn't know, so that'll
basically send 'em to another
automation remove workflow.
So removing them from a automation
or however that works, whatever
you wanna have that set up for.
Okay.
We have array functions.
This is just applying, uh, an array
of functions to an array of data.
Okay.
It's got a lot of good stuff here.
Again, premium trigger,
you gotta pay for that one.
So drip.
This is just gonna be sending automated
messages on a certain time interval.
So it basically, you know,
sets a certain thing.
You can do this a different
way by just using the wait
and send email, send whatever.
So you can do a lot of stuff with that.
It's just kind of a
different way to do it.
Okay.
Text format that just basically
formats text data within the workflow.
Custom code.
Okay, this is beta again, premium trigger.
This is adding all sorts of
extra code to things, okay.
C, s, s, JavaScript, whatever.
That's some high level stuff.
I don't do a lot of that, um, but I have
seen people absolutely crush with that.
So that is pretty cool.
Workflow ai, this is basically plugging
in chat, GPT to chat bots and whatnot.
Again, premium, uh, trigger and whatnot.
Eliza AI appointment booking.
So you can do stuff with AI chat bots
or the Eliza um, bot and whatnot.
Um, again, the Eliza bot
helps message leads and does a
bunch of other kind of stuff.
Um, again, I use ai.
Chatbots is a little different.
Um, but again, I think a lot
of stuff's gonna go away.
So shit's kind of getting weird here.
Um, appointments though.
Okay, we have appointment status again,
remember guys appointments that is.
Okay.
Then we have appointments.
And again, guys,
appointments is calendars.
It's everything to do with calendars.
Okay?
Appointment update status.
So it changes.
It generates a one-time booking
link to send them opportunities.
Okay?
Remember this is you come right in here.
This will be opportunity, so all
of your lead management, okay?
So that will create or update an
opportunity, depending on what you're
doing, it will remove an opportunity.
Take it away, payments.
Okay?
Stripe one time change again.
It can, it can, or one time charge.
So it sends them one invoice,
you know, uh, uh, depending on
like a one time fee send invoice.
This could be an array of
different invoices member.
You can click in these and you can
pick, okay, and depending on what
user, you can get really, really good
with that, let's get back to this.
Okay, send estimate.
Again, high level is this new thing.
In high level, come to payments.
Estimates are really cool.
New feature.
You can basically send an estimate and
then you can send documents and contracts.
This is huge, so remember before
in Trigger, say if someone signs
a document, so they sign the
contract, they're ready to go.
What do most people do?
They send an invoice.
So when they sign the contract,
you can create an automation.
For a local business where it then
sends them invoices, it then sends
them, you know, a stripe billing fees.
I mean, guys, you can do so much
with this, and this is so cool
because once you automate this
stuff, these are all tasks people do.
And I know I keep saying this,
but not if you guys are doing it.
You can automate so many tasks.
And so pretty much
everyone collects money.
Okay.
Unless they're.
Getting paid in seashells,
which isn't really happening.
Um, but you have all of that really,
really good stuff, which a lot of
people, I think it's, it's, it's,
it's, there's, you know what,
I'm on a quick, quick tangent.
I promise it's only gonna be 20 seconds,
but I just think it's important.
A lot of you guys, again, I said
this earlier, you guys are going for
the complex automations when there
was all this low hanging fruit and
high level and all these things that
businesses are already doing, okay.
A lot of you guys are adding
new things you don't need to
add, you just can take away.
From them, which is, which
is like simple stuff.
Like sending contracts, sending invoices.
You can do all of that.
Um, which is just so huge.
Okay.
With marketing, okay.
You can add certain stuff
to Google Analytics, add to
Google AdWords and Google ads.
Um, Facebook adding to a custom audience.
Guys, a lot of stuff
has to do with Facebook.
Ads.
But guys, this could be great if you're
trying to build that custom audience to
put into Facebook ads to run it better.
Remove from custom audience
again, then conversion, API, more
stuff to do with Facebook ads.
But again, for a lot of you guys
doing marketing, this will be huge.
Um, affiliate.
Okay.
AD to an affiliate manager.
So if a. New affiliate gets,
you know, added in the trigger.
Okay.
It will add the affiliate manager, it
will update the affiliate, maybe change
it, add to an affiliate campaign,
remove it from an affiliate campaign,
add, uh, leads under one affiliate.
So, you know, plug it into that and
then add manual sales for an affiliate.
So basically if someone didn't get
a tribute, you can add it so they
do get a tribute, um, and whatnot.
Then you have courses.
So when someone grants an offer or.
In here.
It'll grant course offer,
revoke course offer.
So depending on what you're
doing, I know we had triggers
that were, that someone joins.
Maybe it needs to take them
away after a little bit.
You get what I'm saying?
It's just unlimited possibilities here.
Um, okay, now we have IVR again,
interactive voice response.
Okay?
So you have to, you know, some of says
beta, it's adding, but you basically can
get, you know, stuff on the call, say play
message, you know, any stuff like that.
Connect a call, send
them right to the call.
Again, guys.
One of the reasons my breezing
passes is so much of this stuff is
gonna change with the AI voice bots.
Like it's, it's, it's
kind of a dying thing.
Like we won't need, like,
hello, how are you today?
Like we can just straight up give 'em
an ai, uh, voice bot, um, which is huge.
Communities, guys, big, big thing on
those who are running communities.
There will be so many new
things you can add here soon.
I talk to the develop
development at GoHighLevel live.
They're adding a lot of stuff,
so make sure you check that out
so you can grant course access.
Okay, so, or group access, excuse me.
So when someone fills out a form, it
then sends them a link to your group.
Um, it can take away
access depending on that.
Um, it can grant private channel access.
So member of those special channels,
you can add that, um, you can revoke.
So take away from a
channel guys's a member.
I have full videos on all of this stuff.
That's why I was breathing through
this because there's all kinds of
stuff in high level that you can do.
You can add.
Um, and, and, and it's.
You know, little granular
things that I talk about.
Otherwise, I mentioned I'm not
gonna go into this 'cause the video
will be like three hours long.
Grant, community group leaderboard points.
Again with communities, if someone rose
in the rankings, you just add stuff.
And then certificates, which is just
adding said certificate if they've
won an achievement or whatnot.
So that's basically all of that.
I hope this makes a
little bit of sense, guys.
I know this was a ridiculously long video.
Um, but it's just, I'm trying to
get your creative juices flowing,
that there's all these options.
A lot of people think that they just
need to go into recipes and maybe
have some really complicated stuff.
But again, there's all this low
hanging fruit that you can add.
So when, I'll just quickly finish this,
so I'm just gonna quickly finish this.
Okay.
So when the opportunity
changes, we will send email.
Okay.
And I'll fill that email out.
Okay.
We'll actually have to fill this out.
We'll just do Riley.
We'll do that.
We'll do subject.
We will do that.
We will just do lifestyle coaching.
Save action.
Okay, so anytime.
Okay.
An opportunity changes, it's gonna send
them an email and I can keep adding stuff.
I can come in here and I can
send them a text message.
Okay.
I can come in here, I
can add a contact tag.
I just want you guys to see, you
can just keep adding stuff again.
The easiest way to understand truly
automations is first understanding
what the builder can do.
So watching this video, understanding,
oh, I can literally create triggers
and and actions on everything.
And then looking at a business.
Okay guys, this is huge, huge
freebie I'm giving away here.
Look at a business.
Service basis, whatever.
If you're confused about automations,
look at all of the stuff they
do, the manual actions, sending
invoices, sending contracts, sending
out emails, wishing people happy
birthday, sending people estimates.
The list goes on.
There's so many things business do.
Then look at them and go, oh, I can
add a trigger that is an appointment
booked, and then I can send an
email or I can, after someone signs
a contract, send them an invoice.
So Jared, Tim, Tyrone, and all
these guys don't have to do it.
You guys see what I'm saying?
You just look at a business and
everything they do, all of the actions
they're already doing, and then you
go, I can automate this for you.
And I'm telling you guys right now,
there's so much cash, there's so
many dollars on the table right now
that you're missing out on because
you're not basically doing this
simple low hanging fruit automations.
And every business does this.
Not every business needs to
do database reactivation.
It.
It's not something they need.
It's something that'd be good
for them, but a lot of them
need these small automations.
So again, you come in here, you
just go through, you pick the
trigger, which is the first event.
Whatever triggers, and you can add a
lot of these, so it could be opportune,
change, appointment booked, whatever that
is, this thing that starts the automation.
Then from there you add all the actions,
which is just what is following up on
the trigger, sending emails, adding
tags, adding context, whatever.
And you can just go through all of this
and you can create beautiful automations.
And guys, you can automate
entire businesses.
And I'm telling you right now, if you
can automate entire businesses and you
can take away their time, give them their
time back, which gives them more money
in return, guys, two things will happen.
Number one.
Okay.
They'll love you and they'll pay you.
And number two, you've built out a
system that they can never leave.
It's insurance for your
agency or your business.
If you set this stuff up, it's almost
impossible for them to leave, which
means you'll be paid for freaking ever.
Let that sink in.
Let that sink in.
Again, this video is a
little bit confusing.
Watch it again.
Watch it three times.
Do it as much as you have to.
And again, you just click save
and you can click publish it.
And again, if you want to test
the workflow, you can just pick a
contact, um, test it and then that
way you can see if it's working.
And I always recommend everyone do that.
So let's go into the first one,
which is AI powered onboarding.
So here is the automation, and really
the point of this automation is just
to automate onboarding and then.
Add an AI chat bot into it to basically
have a completely hands-off experience.
The thing I see with a lot of local
businesses is they have no onboarding.
I. They have no way of keeping
track of what's going on.
It's just a complete mess.
This can be configured
a couple different ways.
This is the rough outline of it, but
the idea is you have a basic trigger.
So right here I just have form
submitted or payment received.
It could be document signed,
client onboard, whatever.
You just want to have that initial thing
that has that business getting started.
So if you're using plumbers, it may
be different hvac, it may be different
agency, it's gonna be different.
All of this stuff depends on their
initial sequence of them going
from, you know, sold to onboarded.
So it's gonna be different,
but it's roughly gonna be the
trigger of them coming on.
And then an email and SMS sent out.
To get them on the first steps.
And it could be as simple
as sending them a survey.
It could be as simple as just saying,
Hey, if we're gonna, you know, mow
your lawn, make sure there's no sticks
in the lawn, or make sure there's
no this, or whatever you're doing.
It's a very simple approach
just to automate this.
And with some businesses, if they're
a higher ticket and they don't really
have a big onboarding sequence, it could
be as simple as sending a document,
sending out a payment, and then being
done and sending a thank you email.
For this, it's the trigger, it's the
email sending out and then it's a wait
and it's, if they click the trigger
link, it will then go into a pipeline
and move them to sold to onboarded.
And if you add an AI chat bot into
this, it can basically do all of
the talking back and forth if they
have questions for your clients.
And that's if it's a more
complicated sales process.
So a lot of this just depends on the
sales process, but the idea behind this
is, this is the rough automation that's
created and you just have to slightly
tweak it and you'll be good to go.
And I'm telling you guys right now,
one of the biggest issues I see.
With especially agencies and just a lot
of higher ticket businesses in general,
is they have no real onboarding process.
Like you would be shocked like big
businesses past five to 10 million a year.
Like they don't have anything.
It's mind blowing to me.
They just don't have
stuff properly placed in.
And if you nail the onboarding,
you keep people a lot longer.
There's a lot of stats on that.
Again, just to recap, you pick the
trigger that happens after they're sold.
And you would just send them an
SMS or email with the next steps.
And then hopefully, you plug in
a trigger link so it goes and
updates in a pipeline to onboarded.
So that way you keep track of who's
onboarded from sold to onboarded.
And then an AR chat bot just to
answer any of their questions.
This way, once you plug this in, you
can just let people come into the
business, get sold and get onboarded
and it's completely hands off.
' cause one last thing I wanna say that
happens with a lot of people is they'll
have a basic onboarding sequence, but they
don't keep track of who got onboarded.
Sort of like, oh, did Jerry and Mary and
Harry and Barry and all these people,
did they get, put into onboarded?
Did they not?
Did they get sold?
Like who talked to them?
Who reached out to them?
And you see this all the time with
businesses, people like, well, I bought it
and no one reached out to me for two days.
A big gripe and complaint with a lot
of people I have with service-based
businesses is they get something and
it's so disjointed the way it starts.
This can clear up all that and you
can just use this simple pipeline
that's just from sold to onboarded.
That way when people come into
this, it segments, people say no.
Okay.
All of our people that just got sold
are taken care of and they're happy and
we can just do the work and be done.
So I actually think this is one of
the most powerful for businesses.
'cause most businesses don't have any
onboarding and if they could just do this,
they would save them hours worth of time.
Number two on the list is AI
driven, missed call, text back.
So if you don't know Miscall text
back is just when someone calls a
business and they don't pick up and
it texts 'em back to warm them up.
This is incredibly powerful still,
even with AI voice agents out there.
It's ' cause that costs money.
This is a cheaper way to do it.
And believe it or not, a lot of the
time it's easier to text people and
work them like that, because guess what?
People aren't really like big
on talking on phones, especially
the younger generation.
So this is great for
restaurants, like just amazing.
So it's very basic.
You have the basic trigger
that's set up, okay?
You just make sure you have, all of your
phone numbers plugged into lead connector.
I'm assuming you're, lc
phone numbers connected.
I'm expecting, you know, that.
So this is very simple.
You have the trigger set up, which
is pretty much already configured.
You just have that slight delay.
You're gonna pick the exact user you want
and you can actually get rid of this.
If you don't want to connect it to
someone, you can add a contact tag,
which would just be missed call.
I would definitely keep that.
If you're not going to use the assigned
user, you can delete both of these 'cause
you can connect it to an AI chat bot.
And that's where the AI driven
partners take care of that.
But really it's just the missed call
comes in a slight delay and it sends
them an SMS and it's as simple as this.
It's literally as simple as that.
All you have to do is make sure
you have your lc phone number,
A to B verified, and this entire
thing works like it's that simple.
So again, when people call you,
just make sure you have the
proper phone number set up.
You come in here.
You have the slight delay.
If you're gonna be using, employees
to do this, you can assign them.
If not, get rid of all of these.
'cause these are just internal
notifications to tell them that they,
just to let them know that this happened.
But what I recommend you do, is you
come and you set up the trigger.
You leave the SMS, and then you
hook up an AI chat bot to SMS that
will be there if they have any other
questions, to sell them on other things.
Because a lot of times, especially
for restaurants, people are
like, well, I wanted to do this.
I wanna order a pizza.
I wanted to go buy this, or whatever.
It can walk them back through process.
Here's the menu.
Buy this, buy this, and
you'll make way more money.
Guys, miss Call texts
back with the AI chatbot.
It changes it to like a whole new level.
It makes it so much more valuable.
And the best part is this
automation is already set up for
you down below in that snapshot.
So like there isn't a lot of work.
All you gotta do is get the snapshot,
plug it into your sub account,
and then really just change out
those two parts and you're done.
Obviously you need to be a two P verified
to send texts, but it's as simple as that.
Like that's all you have to
do and then you are done.
Okay?
And I highly recommend if you get
this to set up the AI chat bot.
Because if you're doing stuff
for restaurants and repeat
recurring businesses, the AI
chat bot can do nasty things.
It can also send review
requests if they buy.
So boom, reputation management mixed in.
So that is missed call, text
back, AI driven version.
So now we have probably the
most powerful out of these, the
automated reputation management.
Look how big this automation is.
This is a huge automation, and
what this can do is this can fully
automate reputation management.
It is insane.
This is the most advanced reputation
management automation I have
seen, and it's just mind blowing.
It'll save you so much time.
Make you look awesome and
keep your clients paying you.
This is actually not part of that folder.
That's why earlier I said the
other one's in another subaccount.
You have to be my affiliate to
get this just because this is
so valuable and I don't want you
becoming competition with my other
students using reputation management.
So this, you just gotta be
my affiliate to do that.
But this automation is just, it's insane.
I mean, I have not seen something this
in depth and this powerful because it can
actually automate reputation management.
And the way it works is once the
triggers happen, it will send them
review requests via trigger links
and all these other things we have
set up to basically weed out people
that said yes and left a review.
No.
And left review.
And what it does is it takes the
people that left the reviews, okay.
Moves them outta the workflow
so it gets rid of them.
The people that didn't.
It keeps messaging 'em that way.
You're not messaging the
same people for reviews.
I see this all the time.
See removed from workflow, it keeps going
into these, you know, wait sequences,
bridging and taking people out.
I mean, it'll save you so much time.
'cause a lot of you guys are
sending out review campaigns, trying
to do this, trying to do that.
This can get rid of all of that.
They can just stack reviews on autopilot.
And the big part too is
having people removed from the
workflow if they left a review.
So many people will keep messaging
the same people, Hey, can I review?
Hey, can I review?
They already left a review and
this takes care of all that.
So again, to get this, you
just gotta be my affiliate.
It's complete free from my affiliate.
But go check that out because
this will change your reputation
management game a hundred percent.
So number four is database reactivation
and all time GoHighLevel, classic.
So if you don't know, database
reactivation is where you take a list,
email, SMS, WhatsApp, whatever, and
you run it through an automation where
we will just send them an offer and
then segment them from yes or no and
basically just sell people on autopilot.
It reactivates an old list or an
existing list or a specific offer
and it is incredibly powerful.
I'm not going super in depth on
how to change everything 'cause I'm
assuming you understand automations.
That's why this video is
a little more advanced.
But I will let you know at the end of this
video, i'm going to link a video that is a
complete GoHighLevel automation tutorial.
That way you can completely
get this if you're a beginner.
I'm not going into the every nuts
and bolts of like, change this,
change this because I'm expecting,
you know this 'cause this is
a little more advanced video.
But please watch the video at the
end if you are a complete novice.
'cause then this will
make more sense to you.
'Cause what happens with a lot of this is
people will start talking back, especially
through SMS, and people just go, yes, no.
And it sends these automated sequences
and people just get pissed off.
Like, no, no, no, I want to talk,
I wanna, what's up with the offer?
When you take this, I really recommend
you plug in AI chat bot to this 'cause
it will make it work so much better.
Hence AI driven database reactivation.
And what I have noticed when using AI
chat bots with database reactivation,
you close and sell way more people.
Because a lot of people
will have questions.
They're like, wait, is
this happening right now?
Okay, now do this.
Now do that.
And I have this set up so that
if they say yes, if they do this,
it'll send 'em the next steps.
But oftentimes that's not enough.
It may send 'em my calendar and
they'll be like, Hey, I actually
want this, I actually want that.
And the air chat bot will
take care of all that.
So it's fully automated.
I've not only seen this in my database
reactivation campaigns, I've looked
over others and big thing I see is
a lot of people will start talking
back and they don't get a response.
And they're like, leads that
are activated, but they're like
not quite sure what's going on.
That's why I highly recommend
you just plug this in.
And again, this will just start
answering messages when they come in.
So you have nothing to worry about.
But this is really simple.
Last thing I wanna show you with
database reactivation is there's
really three different kinds.
Okay?
There is SMS, okay?
Email.
You can plug email in.
And then the really awesome
one too is WhatsApp.
And you can do those three different
kinds of D reactivation campaigns.
You can plug 'em all in one,
which would be a little weird.
But there is three different kinds.
And to switch this out, you
would just click delete.
You'd delete the action and
then plug in email or WhatsApp,
and you do that same thing.
For changing all of these.
It's that simple.
That way you can have three
different ways to reactivate
three different kinds of lists.
Okay.
And if you are confused at all,
like, okay, I have this offer,
how do I build out all of these?
You can come into chat, GBT and
just ask it to generate, okay, three
different follow ups for this offer,
for your database reactivation campaign.
You can just ask it that and it will.
Print those out for you.
That way you can come in and plug
this in, whether it be WhatsApp, text
message, email, it's got you covered.
So just know if you're a little bit
confused on this process and you're
like, well, how do I plug in the offers?
Just use chat, GBT, gr, ai,
Gemini, Claude to plug this in
and it will help you so, so much.
I'm telling you guys right now,
database reactivation still is
so powerful if you do it right.
So many people are lazy.
They do the bare minimum, they just
slap stuff in and they don't properly
use chat GBT, and then they run it and
they complain that it doesn't work.
If you have a good list.
And you plug in the right offer with
the right sequence, with an AI chat bot,
you will absolutely make your clients'
money or you money, like guaranteed.
You just have to take a
little bit of time and do it.
And remember there are three different
types of database reactivation
on high level so far, which is
WhatsApp, email and text message.
So make sure that if you're doing
one of those, you just switch out
all of these and you are good to go.
So last but not least is the Facebook
Insta comment to client automation.
Okay, so these are both very similar.
We have the Insta comment
and Facebook comment.
Basically, the way these work is
when someone comments on a post,
it will then like their comment.
Respond to their comment and then
send them a dm. And you have all
kinds of different, like buttons you
can plug in here and simple stuff.
But the big key to this, especially for
people that have high volume, it is very
much recommended to set up an AI chat bot.
You can almost completely
automate their Facebook or
Insta DM process, which is huge.
So if you're working with a coach or
someone that has a lot of volume, hair
salons a big one, just to let you know.
Same with Barbershops, where
they get a lot of dms on, you
know, Facebook or Instagram.
I know Instagram's a big one.
You can technically set
this up very simply.
Have it respond to the comment you
want, and then have the AI chat bot just
sell every single person on autopilot.
It is insane, and it
is so, so simple to do.
This is why this can be so
powerful if it's AI driven.
Again, I know I'm not going
into the little nuts and bolts
of all like you click this to
set this up, click this setup.
'cause like I said before, I'm expecting
you understand automations and if you
don't, I'll be linking a video at the end
of the video that goes into automations.
So you do, this is a higher level
video and I'm just expecting
you to know these things.
But really with this, the key is,
is to set this up for people that
have high DM to comment volume.
This is not going to work if
you have a dead social media
profile, like not gonna work.
But the good news is, is there's
a lot of coaches, course creators,
content creators and these guys that
have an absurd amount of comments.
Guys, it's a whole new pool
you can tap into and once
you set this up, you're done.
It's like so easy.
It responds to the comment, it
sends them a dm, it warms them
up, and then you add the chat bot
in and everything is automated.
A to Z, hands off, you look
like you're doing a lot of work.
They'll pay you every month.
Simple as that.
I mean, it doesn't get
any easier than that.
So that's why I recommend if you
have someone with high volume, you
absolutely use these, especially for
influencers, social media people,
content creators, anyone in that space.
Personal trainers, that's
a big one right there.
Uh, I know a lot of
you guys go after them.
This is your bread and butter.
This will make you ton money,
especially if you add the AI chat bot.
It's very little work for you once you get
it set up and then it's just game over.
So these three will really work
amazingly for any service based business.
Now they can work for any business,
but they are especially powerful
for service based business owners.
So the first one in this list is
AI lead nurturing and selling.
And you can sell this for  per month and
go all the way past 2, 000 plus a month.
You can really go up
or down with this one.
Because of people's complicated sales
processes, this can be very simple,
and again, that's why it's 300 a month.
Or it can be very complex and
go all the way past 2, 000 plus
dollars every single month.
So this automation has a
ton of money behind it.
Let's check it out right now.
So we're going to come right in
your GoHighLevel dashboard, go
right down to Automations, and we're
going to click Create Workflow, and
we're going to start from scratch.
Alright, so first thing we're going
to want to do is name this AI Lead
Nurturing, or whatever you want to
put, you know, in there, whatever
your, sales process is called.
You're just going to
plug it in right there.
the first thing you're going to
want to do is start with a trigger.
So this could be new contact.
This could be form submitted,
whatever the trigger is, that
initial thing that brings a lead in.
So we're going to do form submitted again.
This can be whatever your
sales process new form is.
We're just going to pick a random form.
Okay.
Again, you would plug
in the form you need.
And again, it just depends
on what trigger you have.
This could be multiple different
things, you know, contact
change, opportunity change.
I'm just giving you a basic rough one
again, drop a comment down below if
you're confused on all this, because
there's just so many different sales
processes, but the whole point is once
they submit that trigger, you want to
send them, okay, let's say a basic SMS.
So hello again, you'd put
in exactly what you want.
Again, I'm not going to be
going full into the strategy.
That's in other videos I have on
my channel, so go check them out.
But the whole goal is we'd send them
an email and an SMS and immediately the
chatbot will kick in to their response.
And what I recommend you do
is you go right into your
setting, go to conversational
AI and create a sales chatbot.
Do not mix chatbots.
You want to keep it segmented because
if you're doing an onboarding chat bot,
and then you have a sales bot in the
same bot, it's going to get confused.
Now, maybe in the future, it'll
be way better and understand
everything like a full AI agent,
but right now it's not there.
So I recommend you do is whatever
your triggers, again, form submitted,
contact change, whatever that initial
thing that brings a lead in immediately
have that SMS followup or, you know,
email pop something just to ping them.
And then immediately have it
connect to the AI chatbot.
And all you have to do then is train
the AI chatbot, to be sales oriented.
So, to know exactly, you know, objections,
to send the invoice, the whole nine yards.
By the way, I have full videos
on, you know, automations and
AI chatbots on my channel.
Please go check them out and
we'll go more in depth on that.
Um, in the sake of this video,
I'm just showing you strategy.
But this automation can be this short.
It can be so simple.
It can just be a trigger, and then you
send the SMS or email, WhatsApp, whatever
you want to use with your chatbot.
And from there, it's going to just go ham.
So as opposed to having to build
out this intricate, very complex
automation, you can just start it
and hand it off to the chatbot.
AI and automations, it's It's unbelievably
powerful because a lot of people have,
you know, then wait 10 minutes and
then, you know, send it another SMS
and these massive automation build out.
If you just want to skip all that
work, all that BS, pick a basic
trigger, send the SMS email,
WhatsApp, whatever your contact, you
know, way is, and then hand it off.
Right to chatbot can do follow
ups and all these other things.
So from there, you have a very simple
automation and then you're done.
So the heavy emphasis in this automation
really is training the chatbot properly.
And please go to my channel and watch
the full conversational AI chatbots.
They go over sales and all
these other things with it.
This isn't that video, but I'm
just showing you the example
because it can be this simple.
It doesn't need to be a big automation.
You just need to immediately
hand it off to the AI chatbot.
And you can do a little more stuff
here, you know, add a tag and
other stuff, but the AI chatbot
will do all the heavy lifting.
So this is an incredibly powerful,
automation because you can set up
every trigger in the business, you
know, that would be form submitted.
New lead.
All of the things in the business.
You just set up those triggers
and then immediately have it just.
Hand it off to the AI chatbot,
and you will close so many people.
That's why this is worth upwards of
2, 000 a month, because depending on
how complicated the sales process, the
amount of triggers, you just get that
AI chatbot, you train it properly,
you hand it off, you're golden.
I mean, you guys probably
thought I was going to go into
a really complicated automation.
This is very simple.
Please, if you're confused at all, drop a
comment down below and I will answer it.
So we're just gonna get right to it,
and I'm just gonna break down what these
three methods are and how this works.
So we're gonna come right down to the
automation builder, but here's the thing.
There's three different parts to this,
and a lot of people don't get this.
They think it's just the automation
builder, but there's really three
different kinds of the automation Builder.
So first up we have the basic
automation builder, which I will be
explaining first, Then what we have
is we have the advanced builder.
So this is basically for you to save
time with special workflow keys.
It goes way more in depth.
You can have multiple triggers, all kinds
of other stuff to really take what you
have and bring it to the next level.
Like this is like an eight end level,
like really high end automation.
Once you understand both the advanced
and the regular and you have that
foundation, we then move on to the last,
which is building automation with ai.
Now we do this last because if you
don't understand these other two, you'll
build really bad automation with ai.
'cause the AI can only do
what you tell it to do.
And if you don't understand it, you're
just gonna have a do random step.
But once you have the foundation
in place, AI basically.
Triples quadruples to whatever X
you can think of your workflow.
So it's gonna enhance you that
much more once you understand
exactly what you're doing.
And in this video I'm gonna be
going through all three of these.
So you have that solid foundation.
So the first step is going over
the regular automation builder.
So if you come into automation,
it'll look like this.
If you don't have any automations,
you can either click continue
or you can create a workflow.
Okay.
From a template or from scratch.
So here's the thing.
In the regular automation Builder,
this is a couple key things you need
to understand, and this is really,
really important, And that is the
building blocks of automation.
So I'm gonna break this
down as simply as possible.
So in every single automation, it starts
with a trigger and then has actions.
So if we click add trigger, think of
this as the first sequence in events.
It is the first thing that happens.
Something has to be triggered.
So when we click trigger, we can
pick from any of these options.
As you see down here, you can search
just like this to have the trigger.
So this is gonna be the first
event that triggers the automation.
If you don't even know what automation
is, it's just automating repetitive tasks.
So lemme show you.
So if someone comes in and they submit
a form, let's say, and we pick, form is.
And we click save trigger.
Okay?
When someone submits your form
of choosing, it could then send
them an email, it could then send
a text, and that is an action.
So again, the trigger
is the starting point.
That's what you have to think.
Everything starts with the trigger.
So you just come in and you pick exactly
how you want your automation to start.
'cause once any of these things
happen, and you can scroll
down and see all of these.
And by the way, guys, at the end of this
video, I'll be linking a massive tutorial
that goes over every single one of these,
so you get like a really in depth view.
This is more of a strategy video, but
that video will cover every single button.
So you make sense, but don't worry,
that's at the end of this video.
but that's what the trigger is.
It is the opening sequence.
This is the building blocks of high level.
It's the trigger.
Then really importantly,
you then have the action.
And this is what comes after.
And this is multiple.
So if you come down here and we click
this plus button, we can have any action
added so we can have it created contact,
we could have it, send an email, send
an SMS call, web books, I mean, you
name it, you can scroll right down,
you can see all the things it can do.
So this is really, really important
'cause what this does, okay.
This will send out the next sequence.
Okay?
Really important.
So once you find your trigger,
okay, when a form submitted,
how do you want it to go down?
Do you wanna send them an email?
And then from there,
do you want to have it?
Wait, so we then click wait.
So let's say we want it to wait
for one minute, and then do we
want it to send them an SMS?
You see what I'm saying?
You can build out a whole sequence very
simply off the triggers and actions.
So that is the building
block of this entire thing.
That's all the way the automations
work, and you have to understand that.
And again, all of this stuff on
the side is just basic stuff, like
looking at your stats, your notes.
You can zoom in.
Out.
Okay, you publish it.
This means make it live and save it.
Just like that.
they always recommend you test.
it's very simple, just like that.
one thing I would recommend a little pro
tip before moving to the next thing is if
you come into settings, you can put the
default name and the number in here, which
I recommend you do because then you won't
have to manually put that in to the email.
Like when you come in here and
you're like, oh, what email?
It'll just automatically have it.
So that's a little pro tip, but that
is the basic automation builder.
That's all it is.
You pick your trigger.
Okay.
And then you pick your actions and you
just add them just like I did right there.
Very simple.
And then from there, you build
out your first automation.
we then move on to what's
called the advanced builder.
So this is more like NA, and if
you dunno what that is, it's an
advanced automation software.
This is where you can get really powerful.
And the reason being
is for a couple things.
Number one, you can have tons of triggers.
As many as you want and you
just click it and drop it.
Whereas the other one, it doesn't have
drag and drop and this is a much different
sort of field than the other one.
So you can, you go like
this, you can move it around.
It has like a much more chained out.
You can zoom out to see
just how big this is.
So you can see, it is quite large and
it goes out and it has all kinds of
other stuff, especially like this.
Keyboard shortcuts, which is
where you go in and you can click
certain keys like shift command,
s and it's gonna do stats view.
And you can click these certain
buttons and get hot keys, which
essentially what they're called on.
other softwares, but they're keyboard
shortcuts and you can click certain
things and it make you move faster.
So you're like clicking
and clicking this and this.
So this is for pros.
This is way more advanced.
And the reason this is important is
when you come to the initial automation
builder, which is the same one we wanted
before, this is just building your
basic automation, but then you want
to get this really, really intense.
You would then use the advanced
builder, and this is right in here.
If you don't see that.
It is in labs.
Don't worry.
It's very easy to get to.
Um, if you have any questions on this, by
the way at all during this video, guys,
drop it down below and I will give you
exact guidance, um, on how to do this.
Or if you have questions, I'll answer 'em.
That's really important, but that
is really how we're going to be
doing the advanced workflow builder.
It's very much like the original builder,
except it's drag and drop and you move
around like this because it's trying to
show you at a much higher level view.
And then you have obviously stuff
like the keyboard shortcuts, multiple
triggers, which is really big.
And then basically just an easier
interface to build really big automations.
with the original automation builder,
you're pretty much having one
automation within an automation, 'cause
it's one trigger as you see here.
But with this, you could have multiple
triggers, And not just like I'm
saying, like connected the top, but
multiple triggers to multiple actions.
So you could have multiple
automations within one.
So that's what the advanced builder is.
It is an advanced version of the original.
Again, same building block,
but different way of doing it.
And again, guys, if you're like, what
does this button right here mean?
I go over that in the end of this
video, I'll link the video, it
will walk you through all of that.
This is going to be going over how
to learn this quickly and going
over the overarching principles.
But if you don't know anything
about automations, you're
gonna wanna watch that video.
'cause that will take you
through like ultra beginner.
This is so powerful, okay, so now
we're gonna be going over is the
last one, which is the AI builder.
So before I show you the power of this,
the reason you have to understand the
advanced builder first and the regular
builder first is you'll end up just
asking this to build you something
and you won't know what it built.
Okay, because you won't
understand the foundation.
Understanding foundations
in high level is critical.
I see so many people come in, they start
playing with AI and they haven't really
understood what high level is in general,
and then they build the wrong thing, and
then it's not as powerful as they thought.
And then they go, oh,
well AI isn't that good.
It's like, no, you
weren't that good with ai.
What AI does is it basically takes the
knowledge within you and gives you the
ability to like 10 x your workload.
It makes you that much better.
So as I showed you before, understanding
the advanced builder, okay, and the
building blocks of the first, and again,
if you know nothing about automation,
like literally nothing, your complete
newbie, I'll have a video within this
video that will walk you through every
little button and every little detail.
But the whole concept is
once you learn these two.
And you understand that you then basically
are good enough to move on to using ai.
And from there you're
basically an automation expert.
You are unstoppable because you have
the building blocks, and then you
can have AI do all of your bidding
and all of your work for you, and
you can just sit back and relax.
So check this out so we
can come right in here.
It's clicking this button right
here, build using AI, and we can
essentially tell it what to do.
So I'm gonna go.
Please and always be nice.
You know, you don't know
when the robots take over.
You know, you wanna make sure you said
please, so please build me an automation
that is an SMS and email and WhatsApp.
Follow up on new leads
from my Facebook forms.
That's pretty random and pretty in depth.
Watch this, we're gonna click
enter and I'm gonna show you
just what this can create.
Boom.
Look at that.
It just created that entire thing for me.
Pretty good, right?
You're like, wow, look how cool it was.
So now AI just assisted
me on building this.
That is very proper.
Now watch this.
So we're like, okay.
That was pretty cool.
But now what I could do is I could
build something way more in depth.
So I clicked this.
I was like, okay, I want
something way bigger.
I could click something
like this way bigger.
Now I could add it myself, but
welcome here the find email of 21
Days Exclusive Member benefits.
Make it Christmas promo themed.
Now watch this.
This is how powerful this is, guys, again.
Once you understand this for me, bird's
eye view, understand the basics, okay?
The building blocks, like I talked
about before, triggers actions,
how to build basic workflows.
The advanced workflow builder from a
higher angle, then you can use AI to
literally triple your output even more.
Actually, I mean, it is insane.
Boom.
Look at that.
Add it right in.
Look at this.
it adds Christmas, it
added Christmas theme.
It did everything, guys.
You see what I'm saying?
It's doing everything.
It's not just building automation, it's
writing the copy, the emails, the texts.
It does everything and it's big.
Okay?
So you can literally create
anything once you understand this.
But here's the thing, now.
You are gonna want to test it,
but then what you can do too is
you can ask it to change stuff.
So we come in here and we go,
okay, I like this, but actually
I want this to be text messages.
So we can tell ai, say, okay,
I like this, but change all the
emails to SMS and we click enter.
And then what happens is it's
gonna go in and change all of that
force so we don't have to do it.
Switching it out and matching it and
writing text messages instead of emails.
Wow.
Look at what it just did.
It switched all of that
out to text messages.
Do you see how powerful
that Now look, come in here.
We click this.
His reduce and even wrote the text.
Guys, I could sit here for like three
hours talking about how powerful this is.
Like this is the future.
But again, to fully understand
how this works, you're gonna
need to understand these first.
And a lot of people are like,
oh, we can just bypass that.
But when you create the prompts and
you ask it what you're doing, and
you wanna get really in depth and you
want exactly what you want, 'cause
we're giving it little prompts,
you can go way more in depth.
Like you can go.
I want this, I want this,
I want this trigger.
I want tasks added.
I want this email.
I want this WhatsApp.
Like you can go super in depth,
but you're gonna have to fully
understand the first two.
And that's why at the end of this video,
I link that full tutorial that goes over
literally everything on the basic builder.
'cause once you fully in
depth, understand that.
You understand the advanced builder,
and then you can just go with AI and
you can just smash out automation.
So you guys are seeing
how powerful this is.
This is a future.
And when you master these three,
you are in Automation Pro.
No one can tell you shit because you
now have the keys to the kingdom.
I'm not even kidding.
High level has enabled agencies,
businesses, whoever uses the
software to be one man superpowers
or one woman, whatever you are.
Please, guys, please
take advantage of this.
' cause oftentimes, if you set up a
couple good automations in a business,
you can save them so much time,
which if you're saving a business
time, you're making them money.
So to access this new builder, you're
gonna come right into your high level
subaccount and you're gonna go right down
to sites and it's gonna be right in here.
Now, if you do not see Build With AI
right here, or build with AI right
here, we have to enable it in the labs.
It may already be enabled at the
time of the video, but if you don't
see this, what you're gonna do is
you're gonna click this button,
you're gonna go back to Agency View.
You are gonna go down to settings.
You're gonna click labs.
You're then gonna come
right into sub account.
And what you're gonna do is you're
gonna just type in website, okay?
And you'll see this right here,
brand new funnel AI and website
AI collect activate features.
Then come back and refresh the page.
And you should see this right here,
so I'm just gonna jump right in.
I'm not gonna waste any your time.
I just wanna show you how awesome this is.
And I'm gonna tell you right now,
I am blown away by this feature.
Like legitimately blown away.
High levels, newer features when they
first come out are kind of shitty.
This is awesome.
So we're gonna come in
either to funnel or website.
I'll walk you through both.
We're gonna come to the website and
we're gonna click build with ai.
So in here you'll see
two different options.
You will have assist and build.
You can also add on to websites,
but we'll talk about that later.
Um, but you have two different choices.
And both of these are basically
guided prompt builders.
So this, one, you follow all these steps
and it's gonna put in the prompt for you.
The builder though is you're just gonna
type in and have it do it from scratch.
Okay?
I'm gonna go over both,
so don't worry about it.
We're gonna start with assist.
So the first thing we're gonna
do is we're gonna come right in
here and we're just gonna do.
Dec Lens's SaaS Assist is not as good
as Just Bill, but you'll see here in
a sec and we're gonna come in here.
We're gonna do marketing agency.
We're gonna come here, we do generate
leads and we'll do small businesses, and
then we'll just do discount special offer.
Then what we're gonna do is
we're gonna click customize.
You can click generate right here, and it
will build it right off the bat for you.
But we don't want that.
We want to click customize.
I also wanna let you guys know
I'm gonna talk about selling
this later in the video.
I mean, this video is gonna be amazing,
so just, just keep watching because
we're gonna go over everything.
Um, we're gonna click English.
We'll do professional.
Then we can define the layout
again, you can just generate
right as is with what you have.
But in here you can pick the exact color
you want, the font, the image style, okay?
'cause remember, this is building AI
images, everything from scratch, the
layout, then the spacing and the borders.
But what we're gonna do now is
we're just gonna click generate.
So you can see the this first
draft of this AI website.
So as you see here, it'll just be loading,
going through all the different steps.
Sometimes it literally
does it in like 20 seconds.
Sometimes it takes three
minutes, but either way, it's
still really, really fast.
And I want you guys know while this is
loading, 'cause this is really important.
If you guys don't have, go high level.
Make sure you go right down
below and you check out the
third day free trial link I have.
We have access to a
ton of bonuses for you.
I think you're really gonna like it.
Coaching calls, snapshots,
everything, free help
handholding the whole nine yards.
And it is right down there
if you do not have it.
So check that out.
So when it comes to this part where it's
spitting everything out really fast,
that is when you are close to being done
because it's generating the final parts
to have your website fully ready to go.
And again, this can take anywhere
from 20 seconds to three to four
minutes, but still it is very quick.
Boom, look at that.
So this is the first
rendition of the website.
It has now just generated said website.
Okay.
So I didn't give it a whole
lot, and this is decent.
This is pretty decent.
It created everything, okay.
Even the image, it's AI generating
images, everything from scratch.
So like this is not bad.
Okay?
Now just in a second, when we go
over the build, it's much better.
But like this for a two minute
build, this is really good.
Okay?
And I didn't even give it that much stuff.
And something really cool too is
if we come up here and we click SEO
metadata, you will see that it has
pre-done the SEO metadata as well.
You see how cool that is.
It's done the website
copy and the metadata.
It's done like everything in once.
So like this is so insane.
so what we can do here is we can have
it do more stuff by asking again, we're
gonna get into this later, or you can
manually add on with the regular website
builder to come in and change everything.
'cause it's the same
exact builder as before.
It's just AI started it.
But now we're gonna move on to
the other one, which is building
from basically scratch, which
is like vibe coding and whatnot.
So we're gonna come back.
Okay, we're gonna go back and
we're gonna click build with ai.
Now what we're gonna do, instead
of going through assist, we're
gonna go through building.
Guys, this is amazing.
Just check this out.
Okay, so watch this.
I want a website for Declan's SaaS.
I want a logo that is a big D.
Calm down there, put in header.
I want background.
Okay, black.
I want text white and I want gold accents.
Put a lot of good pictures
in of people selling deals.
So look at that.
That's a lot.
Okay, and I'm gonna click enter.
Just wait till you see it like this.
Is actually amazing.
When I saw this, I
really am being serious.
I was like, oh no.
Another feature, high
level just rushed out.
I don't think they rushed on this
one because when you see what this
generates with just a little texting,
I mean, this is better than most of
the templates and would take a couple
hours to get this first thing built.
No joke guys.
This is the future.
And later in the video I'm gonna talk
about really where I see this going with
selling and all kinds of important stuff.
There's gonna be some questions that
open up, but first I just wanna walk
you through how damn cool this is.
'cause this is a game changer.
Boom.
Look at that.
Look at that.
That is insane.
I barely gave it the right power.
I mean, look at this.
This is a pretty nice looking website,
really, that the copy is good.
like, uh, any of the images are,
I mean, this is really good.
Now, it didn't seem to take my logo
part, but we're gonna talk about that.
And it's like, but look at this.
You guys see how powerful that is?
A quick prompt in four minutes.
This is better than a
lot of the templates.
Like that copy everything generated.
That is really, really powerful.
Like I'm, I'm not even gonna lie
here, I am blown away by this no hype.
Like this is like, this
is my honest reaction.
This is actually really, really good.
let's actually see how
this works with this stuff.
Okay.
So they, everything needs to be linked.
Okay.
Okay.
But still, it seemed to
have gone through a bunch.
So now let's go through and
let's add a little stuff.
So here's the other cool part.
Once you build this part, you can either
come in right here and start tweaking it
manually like this, adding in elements
Or you can come right in here to the
Ask Ai and we can keep asking it stuff.
So let's do, please make.
My logo a d and put in the
header and replace other logo.
Okay.
Logo.
And we're gonna click enter.
Okay.
'cause what we wanna do now,
we wanna see how smart is it?
Like does it know what to do?
Because if it can change little
things like that and we can keep
changing, this is a game changer.
Lemme tell you, this is a game changer.
Whoa.
Okay.
Wow, I just looked right here.
Look at this.
It's going through, I didn't
even tell it to do that.
I mean, it's going through all this
stuff, proper size, you know, make
sure it pops up against the background
like you're saying right here.
That's insane.
Even on mobile, that's editing it.
So I only ask for just a regular D.
That still is insane 'cause I could go
even further and keep asking questions.
So let me go through and
let's try some stuff.
So let me first, do I need an
image of people shaking hands at.
First page, and have the
opening text overlay it.
All right, let's see what we do.
And guys, you're seeing right
now I'm just typing inside.
I'm just asking it stuff and I
wanna see just how good this is.
'cause if this can do stuff across
the board, if you can mix the Ask
AI plus manual actions, you can spin
out amazing websites super quickly.
But also what I'm thinking is
you could come in here, okay?
'cause this is taking, you know,
like 30 seconds to a minute to do.
You could come in here, ask for
a bunch of updates across the
website, then go do another task.
While AI works for you guys,
we are entering in the realm
of AI agents doing the work.
This is insane.
Like this is truly the future.
But what we can do is have that dual task
running so you can get way more done.
That way your productivity
is going like crazy.
Wow.
Look at that.
It already put the image on the
background with overlay with a parallax.
Do you see how good that is?
That is exactly what I asked for.
A picture of people shaking hands,
and it's done it with the overlay.
I barely gave it instructions
and look how smart it is.
this is insane.
I have not seen something this good on
high level as a new release probably
since their AI automation builder.
But this is insane and everyone
has got to be using this
literally as soon as possible.
So at this point, you can ask
it anything and it's gonna
go through and do it for you.
It can change the way the images look,
and if we come in and we just do.
Make all images, stain glass style.
Let's just see what that does
because I mean, at the end of the
day, this thing seems to be able
to do anything like it really does.
And while this is loading, another
thing too, I wanna let you guys know,
that's a little hack that I use.
If you're building in here and you're
like, ah man, I can't really like properly
put what's in words for it to understand.
What I like to do is I like to come into
chat GBT and I'll do stuff like, please
organize and spell, check my data dump.
And then what I'll do is I'll just type
in a bunch of stuff in here and organize.
So I'll be like, I want a four page
website that's black with green text with.
Orange pictures, you know, et cetera.
To access webinars, we're gonna
go right down to sites and
we're gonna click in right here.
So all we're gonna do is
click New Webinar Funnel.
That's all we do.
Now you have two options.
We have on Demand Funnel, which is
a prerecorded webinar, and then live
webinar, which is a live webinar
where you'll actually connect a third
party, whether that's Zoom or any
of these other things to go live.
So it's kind of weird, they don't have it.
In-house yet for the live,
but you'll pick either or.
So we're gonna start with this.
We're gonna click continue, and then
you're gonna be brought to this page.
So first we're gonna name this, so we're
just gonna call this Wizards webinar.
You put in whatever name you want.
Next.
Next we're gonna select a form.
Okay, so Ingo, high level.
You'll have to have a form built
out, full video in that, if you
dunno what I'm talking about.
But this is gonna be the form that
they go through and register with.
So make sure it has name, address,
all the stuff you would need to
collect from them on that form.
So we're gonna click this and
we're gonna click lead form.
Then we're gonna click next.
Okay, now you're gonna select a file.
So you need the prerecorded video.
So we're just gonna click this.
Okay?
We're gonna click upload.
We are going to click this.
We're just putting in
a random video for now.
This's one of my YouTube videos.
You're gonna put in the exact video
you need right in here and just upload
it just like I did by clicking upload.
So now it's gonna be right here.
You're gonna double click it and
then it's gonna say this right here,
and then we just wait till it's, oh.
Right, it's done quite fast.
So now that it's done like that,
we're just gonna click next.
Then you're gonna pick
the template you want.
So you can do blank, you can do
DIY, uh, home renovation, financial
planning, or e-commerce marketing.
And again, you can take
these and just tweak them and
switch them up, which is cool.
For the sake of this video, we're
just gonna click e-commerce marketing.
Um, this is just gonna be blank and
have nothing on it, but again, I'm gonna
show you some tricks to spice this up.
But again, you pick what you want
and then we just click create.
So look at that.
It's created and it's all right here.
So what you can do is you can add a
new page like that if you want to,
but it's gonna have these three pages.
So it's gonna have webinar registration,
which is how you access web.
Remember the form we added in right here?
That's gonna go, it's gonna plug in.
Then we have webinar
confirmation, which is this page.
This is going, thank you for
filling out said form, and then
we'll have the webinar itself.
On the page for them to watch, um, which
can have the call to action or whatever
you're trying to do to sell them.
Again, I don't know what you're doing
with your video sales letter or I don't
know what you're trying to do here,
but that's how you would connect it.
That way they have something
to go to and then to watch.
So as you see right here too,
there's some basic stuff.
This is gonna have your stats.
So page views, opt-ins, how many
people fill in the form orders.
If you have products connected
member, you can do that.
If you're selling something like a
product in high level, you can sell that.
So this is just gonna have.
All of your analytics, so to speak,
on the webinar, which is really nice.
And you're gonna see it in stats.
And again, you can play
with the dates right here.
Sales, if you have a product plugged in,
this is gonna just, you know, pre-populate
right here and show you have security.
You can add stuff to the header
depending on what you're trying to do.
Events, this is just gonna go through, you
know, tracking and, and stuff like that.
And then you have basic settings, which
is the name, the domain, the favicon.
Header tracking all the basics stuff.
I'm assuming you understand this
because this is just like a website or
a funnel, so it's the same exact thing.
So again, if you don't know anything about
go high level and you're brand new, go
to my channel and watch my full website
video so you understand the rubric of
high level, which is stuff like this.
So you understand how that all
works, but I'm assuming you do.
So let's continue.
So we're gonna come right back to pages,
and we're just gonna go through each of
these so they're ready for you to go.
First we're gonna start
with webinar registration.
So we're gonna come right in here.
What I recommend you do is you
delete the headers entirely.
Um, from here why you don't want
people leaving, um, you just
don't and delete the footers.
So on all these pages,
we wanna delete that.
So we got rid of it.
On the webinar, uh, registration, we're
gonna do the webinar confirmation.
We're gonna get rid of this and
the blank doesn't have this.
But again, we don't want this
'cause it's just gonna cause issues.
And then we do on the webinar, on our
broadcast, we're gonna get rid of this.
This is just.
Best practice.
Again, you don't have to do this.
I recommend you do.
Um, 'cause you don't want people
losing and going all over the place.
It's just a distraction
for your forms, right?
You can click the form right
here and go, okay, pick the form.
We come right here.
We can pick which form we want.
I already have the form I wanted.
Again, you have to go into forms
under sites to build this out.
I have a full video on forms if you
don't understand what I'm talking about.
So please go do that.
But you're gonna need a. Form.
If you're not e-commerce, make sure you
go through and you tweak everything.
You click stuff, you change
the colors, you put in your
picture and you add your info.
Okay?
Again, website, video to show
you how to do all of this.
I'll link that at the end of this
video so you understand how this works.
'cause it's the same as the
website in the funnel builder.
Okay?
And this video, I'm just showing
you how to do webinars and I'm
showing you how to do all this
basic stuff that's in that video.
So I'll link that at the end.
But this is just, you go
through just like the website.
All the same rubric, all the
same building blocks, and you're
just gonna build this out to your
specifications, what you want in it.
Having video testimonials, whatever you
want, you're just gonna customize it.
Same with this.
I mean, you don't really need anything
with this, and this one should be good,
but everything is pretty much done.
It's all good.
And what you can do too, depending
on your revenues, you're gonna
have a call to action in the video.
You can have a call to action down
below, maybe another form or book
a free call, whatever you're trying
to push them to, you just add it.
So again.
These are the three pages.
You got the webinar registration,
the webinar confirmation, and the
web webinar broadcast, and they're
all through here in your webinar.
So you wanna make sure you go through, you
click edit, edit in new tab, pull through
and get them all the way you want it.
So make sure they look good
and then they're ready to go.
And by the way, you can
just come right back here.
Um, so you have the full thing.
You can add new, uh, webinar right here,
or you can come in here and you can edit,
clone, delete, do whatever you want here.
Um, but first we have to go
through this because now we're
gonna be making this live.
So make sure you go through all
of these and you make them match
your specifications so they look
good and they're ready to go.
So now that you have this all good
to go, we're gonna go to settings and
we're gonna make the webinar live.
We're gonna pick David
Plumbing and sons.com.
Uh, we're gonna do that, and then the,
the path is just gonna be Wizards webinar.
You can add whatever you want
there, but once this looks good,
you then come down and click save.
Guys, this is a funnel,
basically, it's, it's a website.
You have to have it live, otherwise
it's, it's not gonna go anywhere.
So you have to add the domain.
Then from there, if we bring this up,
you can see right here that the URL
is in fact, right, just like this.
You see that up there?
It is now live.
That way you can copy and paste
this and send this to someone
and they can access the webinar.
It's some preview page.
So that's it.
It's as simple as that.
That's how you get a
prerecorded webinar up.
You go through, you
pick which one you want.
You fill out this stuff.
You come through just like I did, set all
this stuff up, make all the pages look
good, and then plug in your domains just
like I did, and then you're good to go.
Now we're gonna go through creating
a live webinar, which is something
that's happening right now.
So we're gonna click the same
thing, new webinar, but we're
gonna click live webinar and
then we're gonna click continue.
So very similar.
You are gonna pick the webinar name.
We're gonna do Wizards Live.
Okay, you pick the time zone,
we're gonna do America, New York,
and then you pick what time zone.
So we will do Christmas
day and we'll click that.
Okay?
And then we're gonna click next.
Again, you select the form
you're gonna want for this.
You click next.
Then here's where you
have to add the live link.
So this is whether you're using Zoom
or whatever you're using, you're
gonna have to add something in here.
Now, for the sake of this video, I'm
not gonna be adding anything because.
This is just a test, but the wi the
Live webinar link isn't coming through.
Go high level.
It has to be used for third
party as of right now.
Supposedly they're gonna be adding
in like a feature where you can
actually do it within high level.
Um, but as far as live
webinars, you still have to use.
Other webinar platforms or
live platforms to plug this in.
So put whatever in zoom.com.
Again, that's not it, but I'm
just showing you same thing.
You pick what you want, we'll just
do blank, and you click create.
It's that simple, but again, you
have to have that live link to
plug in to get this to be live.
Again.
If you guys have any questions at all,
even about webinars, what that even is,
or if you have anything about, you know.
This in general, setting these up,
just drop a comment down below.
I answer so fast, I'll
get you taken care of.
That way you can get all your, your,
your burning questions answered.
But from there, it's the same exact thing.
Okay?
You go right in here or you can click
this and you're looking at the same thing.
The same exact thing.
This is a blank one, but the three
pages, just like I went through before,
but except with this one, you're gonna
have a date where it's live and then you
want to send out the link to marketing
for it to get people to come in.
And again, I have full video on
all of these things in high level,
so you can really master this.
Um, but I'm assuming you'll understand
what this is, but if you don't,
please go through my channel so you
have an understanding of high level,
um, because that is most important.
We're just gonna come right down to sites
and we're gonna go right into blogs.
So the first thing I wanna
explain is how the blogging
structure works on go high level.
Okay.
Because.
You can have a lot of blogs, but
then there's blog sites and a lot of
people are really confused about this.
So let me break this down.
So the first thing you're gonna do is
create what's called a blog site, okay?
And a blog site looks like this.
It's a webpage with all of your blogs with
little snippets attached to it where you
can click in and then go visit, said blog.
So it's like a blogging.
Portal, so to speak.
But you have to have these
in order to have blog posts.
So you can have multiple blog
sites, but then every blog site
okay, has blog posts in it.
Okay, following.
So there's blog site and then multiple
blog posts within a blog site.
Okay?
So the first thing is you have
to create a blog site and you
can create as many as you want.
I would only really suggest one, you
don't need that many for a sub account,
but then you're creating multiple.
Blog posts within that.
And as you see right here,
you can edit your blog site or
you can edit your new posts.
So just to be clear, again, I wanna
make sure there is no questions on this.
You first create your blog site
and your blog site is just a
portfolio of all of your blog.
Posts, I'm assuming you
know what a blog is.
I'm not even gonna go into that.
Um, but the first thing we're
gonna need to do is basically
configure certain settings on this.
I see a lot of people skip this
step, so please pay attention.
The first thing we're gonna do
is come right in here, okay?
And we're just gonna go through the blog
settings, be brought to a page like this.
So you need authors categories, and then
I'll explain what RSS is here in a second.
First thing we're gonna need to do is.
Add an author.
So I'm just gonna walk you this, I
already did this once, but I'm gonna
walk you right through it again.
So we're gonna do Dave.
Okay.
That's going to be our author.
We're going to pick the
image that we want for Dave.
Uh, it'll just using me for now.
It's not actually a real person.
And then the image alt text is
for blind people 'cause they can't
see, so it has to describe it.
So it's gonna be Dave.
Smiling.
So again, put in your name or the
author's name, and the author's
just who's writing the blog.
You're gonna put in a headshot
of yourself and put day smiling.
Then what you're gonna do is you're gonna
put a little description, so I like video.
Video games and money.
I actually don't, but you just
put in whatever you want there.
Okay?
Again, it should be a basic description
of what you're doing and then
you can put in your social media
handles, which is actually great.
I actually highly recommend you do
this part 'cause it's gonna help a lot.
So what we'll do is we'll come right here.
We're just gonna put Go high
level Wizards channel, and then
we're gonna do Create Author.
Okay?
So again, that's all you do.
I'm just creating this for tests, but
you need to make sure you go and do that.
Now we're brought to categories.
So categories are how you're gonna
basically filter the posts and
we're gonna do this later and use
it later, but you want to make
sure you have this filter out.
So go to add new category.
Okay?
Same thing we're gonna
put in the category label.
So this is going to be plumbing.
Okay?
Then we're going to put an image in here.
So we'll do is we'll come right to
here and we'll just do plumbing.
And again, you can put
whatever you want in here.
We will just pick this
bad boy right here, okay?
That's in there.
Alt text.
Faucet or, yeah, faucet.
I'm not sure how you spell that.
Okay.
Faucet is close enough.
And then the categories, which is a URL
slugs, we'll do, um, faucet at Dave.
So you just put whatever
you think would be in there.
And then right here you're just gonna
put in the description of what it is.
So it could be, this is
only for plumbing, FAQs.
Does that make sense?
You're just putting in the
descriptor of what the category is.
So then you just click create category.
And again, the categories are to
filter through the blog post and assign
them to a category in a blog site.
So again, right now this may
not make sense, but when I wrap
this all together, it will.
So make sure you go and you add
your categories just like I did.
So now we come to RSS.
So in case you do not understand
what RSS stands for, it stands for
really simple syndication, and what
it does is it basically disperses
and lets everyone know when you have
a blog post to multiple different
places and sends them out, it's like.
It goes in and then it just goes to other
social media platforms, email, whatever
you want, and you'll just configure that.
So it basically sends out everywhere.
Now again, we're not really
gonna be going into this too much
'cause it's relatively simple.
You have to plug it in.
Um, but we don't have a blog here,
so we can't exactly set it up.
But if you're interested in that,
you can always drop a comment
down below and I can give you.
Better instructions,
but that's pretty cool.
If you have a lot of people
hitting your blog, you don't
just disperse it everywhere.
So again, RSS, just for your
info, really simple syndication.
So now that we have all of this
set up, we now move on to creating
our blog site and blog posts.
So now we're gonna come back to the blogs
page and we're gonna create a blog site.
So we already have one created,
but again, the blog sites is
where all of the blog posts go.
It's that snippet.
So it's like an entire blog
as you can think of it.
So what we're gonna do now, we have our
sayings now, and we're gonna click new.
Okay, and we're gonna fill this out.
So the blog site's
gonna be plumbing, FAQs.
You put in whatever title
you want for said blog.
Now you're gonna select
a domain to put it on.
So this we have David
Plumbing and sons.com.
So you're gonna put that in and
then you're gonna add your blog.
So again, this is the
URL, so we're gonna do.
Dave's, Dave's Plumbing, FAQs, and
whatever you put in guys, just make
sure that it is not taken like this.
Um, and then you just put in a basic
description You can use on chat, GBT,
you can go and generate, but we're
just gonna put something generic.
This is for people wondering Plumbing.
Okay.
FAQs.
So again, you put in what you
think you need, but again.
Title of the blog, the
domain plus the url.
So you have your thing completely
figured out 'cause it has to go
somewhere, and then your blog
description, then you click create.
Now we're brought to a page like this.
As you see it says Plumbing FAQs.
This is now the blog site.
Now we create blog posts
within the blog site.
So right here, if you want
to edit your blog site, we'll
just click edit in new window.
And this is gonna take
you to the blog site.
So they're can have some placeholders
here, but we can edit them.
But again, you have to
have blogs to fill this in.
So this is what it looks like.
Okay.
It's just little snippets and
it'll let you pick in to pick more.
So when someone comes to
your blog, they're like.
Let me see what's going on.
It shows all of this.
They can see the newest one, latest
one, and just click through it.
And really to edit
these, it's very simple.
You just click this, you, you
know, pick the name you want.
You can pick the order and
how you want them to look.
And then, right here's where
you select your categories.
Okay.
And that's what's gonna
determine how these show up.
That's why when we went earlier, back
when we did the categories, 'cause
we're gonna add those to the blog posts.
It's gonna filter by.
Categories and down here you have
some basic stuff like letting
the image be there or not.
The tags be there or not the
title be there or not the author,
be there or not the publish day.
Be there or not description,
be there or not.
That way you have a little bit
of, um, function and then styles
just like on all of high levels.
Other stuff you can edit the way it looks.
The sizing of things.
I'm assuming you already know this.
Please, if you do not understand anything
about high level, go to my channel.
Watch some of the beginner tutorials.
'cause the rubric and the building
like builders are all the same.
It's on the website, the
funnels, the forms, the email
templates, it's all the same shit.
So just make sure you
look at that because.
You know that's gonna show you how
to do this, and I'm assuming you
already know that, and then it's
some advanced stuff just to make
stuff look a little bit better.
But that way you can edit the
way this looks perfectly and make
it look really unique to you.
So this is the blog site.
Then you would just click
save and then publish.
One quick thing I just wanted to show
you, you can actually import blogs.
From other places.
This is actually really, really cool.
I'm not gonna walk you all the
way through this because that's
just not what we're doing.
I'm gonna create another video on that.
But say it's WordPress, um,
Squarespace, Wix, wherever there's
another blog you can actually.
Pull it from another place.
Very cool.
Very interesting.
And you would follow this
procedure right here.
So if you have someone that's like, I want
my blogs here, you can easily move it.
You can tell them, you'll do it manually.
Make you look like you're
doing a lot of work.
Edify them, motivate them, make yourself
look much better in the process.
And high level makes it so easy.
So that's how you would do that.
Um, but now we're gonna do is
we're gonna create a new post.
So you can come up here and
you can do this, or you can
import just like I showed you.
But you can either click new post
here or create new blog posts.
Gonna click this.
But now comes the fun part because
you, my lovely viewer, will
not have to do any work because
I've done the hard work for you.
I've tested this, I've researched this.
I'm gonna show you a way to use
AI to completely create this very
fast, very efficiently, and make
it look like a human wrote it.
So what we're gonna do is I'm gonna show
you a prompt that I made for Chad GBT.
That is excellent.
I know a lot of people in the
blogging space are like AI blogs.
It's like literally everyone does it.
Don't, don't complain about it.
There's just a way to do it properly.
The problem with a lot of people,
just quick pro tips, when they
use ai, they don't give it.
Any feedback, they literally just
say, write me a blog about plumbing.
Like very generic.
Obviously that's ai.
You have to spice it up.
You have to feed the AI properly
to get the right response.
So let me jump in and
show you how to do that.
Please pull up chat, GBT.
So we have chat two BT pulled up.
Now what we need to do is we need
to copy and paste the prompts.
The prompt is gonna be right down below
this video in the description so you
can copy and paste and use it again.
I've had to.
Test so many things.
I thought it would be much easier to do.
'cause I was actually doing some blogging
for a client and coaching some people on
blogging and it was really frustrating
because I was using it and I was like,
why does it keep coming out crappy?
So I actually tested this so many
times, so you don't have to to
get the perfect chat, GBD prompt.
So it's down below the video, but lemme
show you what it's, so this is it.
Right here.
This has just been amazing for me.
Okay, we got topic putting in
main keyword, full address.
A bunch of things to really make
this descriptive, but I've literally
had to do this so many times.
This gonna be down below the video so you
can just copy and paste the entire thing.
But please use this because
this helped me so much.
Let's plug it in.
Copy and paste it right now.
Paste this in the chat, GBT.
Now we switch up these.
This is so important if you
wanna make this right, so
the right is gonna be Dave's.
Plumbing FAQs.
Again, you're gonna put in the
main topic of what you're doing.
So what is it?
Is it how to make homemade crafts?
Is it how to get rich?
Whatever it is, you
put that main topic in.
Then we're gonna put the
main keyword, which is.
Plumbing and you have to fill
this out to make this work.
Um, then we're gonna scroll all
the way down to phone number.
We're gonna put this in 'cause guys, this
is how you make it, um, look more real.
Um, full address.
We're gonna do.
20 White Heart Lane, New Jersey.
2 4 6 7. Okay.
And then basically an email address,
which would be Daves Plumbing at Gmail.
The freak at g mail okay.
Dot com.
So make sure you fill that out.
Seriously, people leaving
this, it's so stupid.
You're, you're not
gonna get a good prompt.
So make sure you add that in.
And again, I just have to say this
because a lot of people, like, we
want real people to write blogs.
AI can, you know, Google can tell that
it's ai, not really, because if you do
it like this, there's so much AI content
out there that if you make it real enough
and maybe put in a couple misspellings
if you really want to be sure.
You'll be golden.
I know tons of people that
are using AD that are ranking
blogs, like no one's business.
So th that's clearly not right
'cause I see it with my own eyes.
But you just wanna make sure you do
the right thing and you plug it all in.
So this is awesome now though, because we
have all of this stuff that we can just.
Copy and paste over.
Now that we have this done, we're
gonna come back right here and
we're gonna create blog posts.
We come right here, we're just gonna go da
da B, and we're gonna copy this bad boy.
Okay?
I mean, see how easy this
is already all done for you.
We're gonna change the.
Image.
So we're just gonna pick
this one I have selected out.
I wanna make this really clear.
If you do not use the right sizing,
it will literally say Blog posts
failed to complete, or blog posts
failed to, to upload or whatever.
So you have to have the right image.
And if you want, you can come right
in here to Unsplash or Pixa Bay.
You can type in the keyword you
want, and they have all kinds of
amazing high quality HD 4K images.
The problem is, is they're not really
sized properly, so a lot of the time.
I mean, you can play with the sizing,
but it, it just won't go through.
So just make sure you understand
that because it is a pain in the ass.
And some people I have are
like, it's not going through.
It's not going through.
It's like, because the image
size is just not properly set up.
So now we wanna describe the image
member, alt text blind people.
So we're gonna do plumbing pipes, okay?
And for the description, all we're
gonna do is we're just gonna copy.
Right here, the first sentence or
two sentences, whatever you want.
And again, right as you see right
here, it's a hundred to 250 characters.
We're just gonna pace this
bad boy, just like that.
Perfect.
We're in the right zone.
Then we're gonna click create post.
You could do here if we want.
Say please label all of the H
ones and H twos in so I know what.
To do.
So that's something you can do
too here, which is really cool.
If you do not understand this at
all, which I honestly would recommend
you to do, um, because right here,
then you'll know exactly what to do.
So if you are not, you just
go through and you add them.
But if you are a beginner,
you definitely wanna use them.
By the way, this is how SEO works.
You wanna make sure you have H ones, H
twos, everything linked, and then images,
and preferably a video plugged in.
Okay?
So all we gotta do here is
just copy and paste this.
Very simple, very straightforward.
We go all the way down to conclusion.
Okay.
We just go up a tad delete, and then we're
gonna copy and paste this right here.
How easy is that?
And again, what you can do is if you
copy and paste it without pasting as.
Plain text, as you see
right here, plain text.
That'll just paste it
without any formatting.
And again, the reason I do it this
way is these should pop up as H twos.
H one, so you don't have to do the work.
But again, you may have to.
So that's why I recommend that.
So you can go change.
'cause if this isn't H three, you're
gonna have to click this and pick H three.
But these already look like
they're good, so it's awesome.
So all you have to do is come right here.
And click outta this.
And again, you might be like,
well, why didn't I just copy
and paste in the first place?
I wouldn't have to do this.
It's because sometimes
it doesn't go through.
I can't explain it.
It just doesn't go through.
So now you just go and you just
delete all of these bad boys.
Okay, get rid of all of them.
And now you have it.
They're all properly configured
and you're good to go.
I mean, how.
Freaking easy is that you just go through,
you just get rid of each one you want.
Again, I don't like that.
I don't like that.
I don't like that.
And get rid of all the H twos.
Then it's pretty much good.
Again, if you want to add a little spices,
you can misspell a couple words if you're
really worried about the whole AI thing.
But then I recommend you have
three SEO optimized images in here.
So once that's all finished and it all
looks good and you're like, wow, this
is incredible, I recommend you add.
Three images.
Okay.
Trace images, you gotta
have at least three.
And you're just gonna
click this right here.
And this is gonna give you the
ability to add image right here.
Just to let you know, the reason I'm
not going through every single one
of these is 'cause it's the exact
same thing on all of high level.
It's the paragraph, the basic word
editing, and then it's just like this.
So again, if you're like, I have no idea
how any of this works, and you don't
understand the basic rubric of high
level, please go to my channel and watch
my beginner videos because they go over.
Literally every single button.
Um, and you can just hover
over it and I'll tell you.
So you can insert a link, you can
insert an image, you can insert
audio, a video, insert a quote.
You, I mean, you literally can
do everything on high level.
But again, I'm assuming
you know the basics.
This is a little more of an
advanced video, so please watch
that if you don't understand.
So to insert an image.
We just click right here, click
this, and we just do insert image.
Okay.
You pick the exact image you want.
So we'll go.
Okay.
Let's choose from media Library.
We want something to do with plumbing.
We're gonna come right here.
We're gonna do plumbing, and please make
the image relevant to what you're doing.
If it says chicken and you put
a duck, stupid, put a chicken.
Come right here and we pick our image.
Just to let you know, these
images may not be sized properly
and it may not take them.
So we're just gonna click a couple,
see if we can get some, um, yeah.
It looks like literally like almost.
All of these are okay.
That one worked.
Again, you might have to click around,
but if you want to, you just go to Canva
and upload it and you'll be good to go.
Then you basically put it in, you
put what dimensions you want, um,
you want to keep this box checked.
Then you wanna put the alt text in.
So if it's a picture of pipe member,
alt text is for blind people.
You want to describe
what the image is, okay.
On here.
So when they hover over it,
it understands big SEO thing.
And again, for all texts, you
don't want it to be uber specific,
but you want it to be specific.
So if it's me sitting here, it'd be
Declan in a black robe on the computer.
That's perfect.
You don't want Declan in a black robe,
smiling, trying to drink his water.
Thinking of like too much is just
gonna be like, that's ridiculous.
You just wanna put in the basics.
So this would just be, pipes in
plumbing is literally all it was,
and then you can do that if you want.
We don't need that board.
You can insert set image.
So.
Obviously horrible.
We wanna properly size this and what
you can do is you can literally do
a little drag in John right here
to make it look a little better.
Um, or you can just go in and we can
play with the sizing better like that.
Um, but yeah, this is
definitely horrendous.
Um, but for the sake of any, I guess,
so you gotta do this, but again, you
want to go in and you want to properly
size it, like I said before with I, you
know, showed you how to do it right here.
Or we can just come in right
here and we're just gonna do 300.
Okay.
Update image there.
See much better.
So you just want to edit
it the size like that.
That was kind of ridiculous, but
you just wanna put your images in.
Okay.
You can kind of play with
how you want 'EM centered.
Make 'em wider If you want to
fill up, and again, three images,
optimize 'em just like I did.
Once you're done, you're
just gonna click save.
And you're like, oh my gosh, look at that.
And remember, re, re-look over everything,
make sure everything is good to go.
You deleted these and everything is good,
and then you're just gonna click continue.
Now we are on the home stretch
to be completely done with this.
The first thing is a URL slug.
So whatever you want the URL
to be, you just plug it in.
Right there you have canonical link.
So this is basically to
avoid duplicate content.
And again, you don't have to
put this in there, it just shows
Google, which is the preferred one.
So make sure you plug that in if you
want that for the sake of the video.
We're not going through that category.
Remember when we created the
start of the video, what category?
And so if it's a bunch of FAQ
blogs, put in FAQ, if it's a
bunch of how to blogs, put it on,
how to, you see what I'm saying?
It's really important to put
these under a specific category.
This is how you basically
categorize what's going on.
We're gonna comment and we're gonna
put our keywords, so we're gonna do.
Plumbing, and then you just click enter.
So you have your tag or keyword.
And then we're gonna do, uh, plumbing, FA.
F aqs, enter plumbing tips, enter, boom,
and then you have all of your stuff.
So you can add as many as you want.
I recommend up to seven.
That's about perfect.
And then author again, we want to
pick who is the author of this?
Is it Dave?
Is it Declan?
Is it Tom?
Is it Elizabeth?
Is it Mary?
Is it Tyrone?
Whoever the Frick you want it to be.
You wanna put it in right there.
So once you add the exact
author again, this helps.
For SEO, you can either save as a draft.
You can publish it right now.
Okay.
Or you can schedule it.
So when you want it to go out,
for the sake of the video,
we're just gonna click publish.
We're gonna select the date, we're
just gonna pick the 17th, and
we're gonna click save so this
bad boy can just get launched.
Asap.
So you come right in here as
you see in your plumbing, and
you see it is now published.
It is now gone out.
So let's click this right here
and let us preview our posts
to see what it looks like.
Again, I breezed through this guys
as you see the images right there
and we can play with the sizing.
Pretty cool.
Pretty cool.
Come in.
Okay.
You see it.
You see it.
Obviously I did not go through this.
Remember I told you to go through.
Remove the H ones, make everything
look pretty, make it sized properly.
For the sake of the video, I just
breezing through that because
that's where you'll be doing the
work, but you get the concept.
So that's it.
It's as simple as that.
You got Dave right there.
Remember the YouTube channel?
We linked Really cool guys.
These blogs actually look really good.
The go high level blog
builder used to suck.
It was atrocious.
Now it's.
Really good.
It's better than a WordPress blog.
So, and again, if you're like,
ah, there's some things I don't
like, this is kind of annoying.
What you can do is you can
just click the back button, you
can edit it right here, okay?
Or you can come right into your blog
post, scroll to the side, click this
like update post, and again, you can
duplicate it, change the blog details.
Delete it or whatever
you want right there.
And it's very simple.
And again, if you were like, okay,
I have a bunch of blogs, I now
want to add them to my blog site.
You just come right into the blog site.
You click in here, you pick what
you want, and then you select
the categories you want to have.
Just like this.
We click save, publish.
And then we look at it right
here, and boom, there we are.
Look how awesome the blog site is, and
again, you can edit the entire blog
site, just like a go high level website.
You can plug it in right here.
You can make it look however you want.
You can call it whatever you want.
If you're interested in high level,
but you also want help learning it and
learning how to sell it, I recommend
checking out my 30 day free trial link
right down below where not only will you
get 30 days of high level free, you'll
also get access to all of my bonuses,
which will help you on this journey.
So I'm talking you getting access
to a private community full of
winners where you can network
and get your questions answered.
I'm talking trainings on how to
use high level trainings on how to
get clients, systems on how to get
clients that I've already built out.
Snapshots, sales scripts, AI prompts.
White label onboarding
videos, premium Snapchat.
I mean everything you could possibly
need, but more importantly, the
ultimate handholding experience.
So you can master all this and get all
of your questions answered in real time.
you can literally hop on Zooms with
me and message me whenever you want.
You have access to six live coaching
calls per week with real agency
owners that are selling high level.
So you're getting not just some random
coach, you're getting real agency owners
giving you their advice to help you out.
And we have six of these a week,
so you can basically get all
of your questions answered and
really learn this thing in depth.
So again, guys, all of these calls, all
these trainings, this entire private
community, this is all free when you sign
up at the high level, right down below.
So when you go down and you click the link
and you sign up, we will email you access
to this and then we can get you started.
And if you don't see an email
access, just drop a comment down
below and we will get you settled.
So again guys, thank you for watching.
Check out the link down below
and let's get back to the video.
So to access form surveys and quizzes,
you're just gonna come right to sites
and you're gonna come right over here and
you'll see forms, surveys, and quizzes.
Okay, So first step is forms, okay?
And you use these when
you need basic info, okay?
Example, contact form, signup form.
It's just an info form
and this is what a form looks like, okay?
It has first name, last name, basic form
fields, And all it's there for is to
collect either user or lead information
that just gets submitted into your system.
Then we have surveys, and this is used
when you want opinions or feedback
on something and go high level.
So example, how was your experience,
radar service, simple things like that.
It can be on products or services,
and this is what a survey looks like.
Okay?
It'll be one page at a time.
You fill out your info and you click
next, and it's gonna continually
take you through slide after
slide, any one page format, okay?
A form would just be a massive line.
as for the survey, it's one thing at
a time, collecting info and getting
feedback on something you have.
And then we have quizzes which are used
when you want to test, score or recommend
something inside of go high level.
So example, which
services is right for you.
A quiz that will show you a result.
And the main point of quizzes
is gauging where people are at.
And this is what a quiz looks like.
Okay.
It's going to be questions
where you pick answers, and it
goes through just like a quiz.
We've all done school before and we've
done, you know, college or whatever.
It's a quiz.
It's like a test.
It just goes through, picks out
the info, and then segments.
So again, to recap, forms are
used when you need basic info.
Okay?
Contact information surveys are used
when you want feedbacks or opinions,
and then quizzes are used when you
want to test, score, or recommend
something inside of GHI level.
So first up is forms.
Okay?
And you're gonna see three
different tabs on forms and
surveys and pretty much quizzes.
Builders, where you're gonna build
the form, analyzes where you're gonna
see what's going on within the forms.
So data and then submissions is
you're gonna see all the info when
someone submitted, said form, survey.
Quiz, okay?
That's where you will actually see it.
And in here, it's the same across the
board as these three, the basic layout.
Forms.
You can click these three dots.
You can edit, you can preview,
you can view the submissions.
You can duplicate, you can
upload to templates, you can
share it with other people.
You can move to a folder
or you can delete it.
The basic building block of
the, the dashboard is exactly
the same form features.
You have this in all them.
This just goes through and talks about
templates and simple stuff like that.
And create folders right here.
And then to add forms, you just click
this, plus this is ad form and this
is where you're gonna build it, okay?
And you can either start from scratch or
use one of these amazing pre-built out
templates where all the work has done.
You got all these different niches and you
can pick exactly what you want and choose.
Now, I just wanna let you know.
It is the same thing, okay?
As you see for all of these, okay?
Except this one doesn't have the
features, but it's all of the same thing.
You look through, you edit, and then you
click the add and that's how you get it.
So just remember, this dashboard
right here is the same for all three.
And guys, it's really important that I'm
going through all three of these at once
because they are all in the same family.
Back in the day, I had a video on forum,
a video on surveys, a video on quizzes.
But really they're all so similar and
they need to all be included in one
video 'cause they play off each other and
they really are all in the same family.
They're all brothers and sisters.
So first up, we're gonna go
through building forms and
we're gonna start from scratch.
Okay?
So we're gonna click start from
scratch and we're gonna click create.
So here we are.
The first thing I just wanna explain
to you, you name your form right here.
Make sure you name it accordingly,
whatever you're going to use, we're just
gonna do test form, but put the name in
there that you want to use over here.
This is where you're
gonna preview it, okay?
Integrate it.
We're gonna go over that later.
This is how you save your
edits and then write it here.
You can either undo your work check
versions, and then we're gonna get into
that in a second, and then right here
you see mobile mode versus desktop mode
to know that it's properly optimized.
Then right over here, you
can click back to go back.
So now we're gonna go through
building the form and all of
the different features you have.
So the first thing I wanna explain to you
is elements are taken from the left hand
side, brought in, dragged onto the middle,
where the form is, and then you would
edit the elements on the right hand side.
That's where all the little edits
are just to let you know, creates
on the left is in the middle.
And then you edit the fine details on
the right hand, which is right here.
So the first thing I wanna show
you is all of the features you
have available in elements.
These are just things
you can add to your form.
So you have full name, first name,
last name, date of birth, phone, email.
Okay, you have a button,
you have products.
If you wanna add a product into
the form, you can collect payments.
You can put an address, a city, a
state, a country, a postal code, an
organization, a website, single line
text, multi-line text, Text box.
You have single dropdown, multi dropdown
check box members, just like quiz form.
Example stuff.
I'll just show you if you
wanna know what it looks like.
Okay.
You have a radio, which is very
similar to checkbox, but you
just click multiple of them.
Then you have more text.
You have H, TM L. If you wanna
put code in, you have Apache.
This is like the robot that
says, click these three things
that look like a motorcycle.
That's what that is.
It weeds out spam.
you then can add and source.
Then you have terms and service.
This is very important.
You're gonna want this to be compliant.
Okay?
Score.
This is if you're doing more
stuff with managed scoring,
try to get points, sales stuff.
Images file uploads.
If you're doing like an onboarding
form, very important so they can
upload pictures, any sort of monetary.
then you have a date picker and a
signature, which if you want to have
like a, contract form, you could
put it in there, but no real need.
But you have all of these
different options for your form
that you can add in right in here.
So you go crazy with
however you want that.
Again, you just have to
choose what you want.
you would pick what you want here.
And then from there, you're good to go.
So what we're gonna do is we're just
gonna put a terms and conditions
right in here just so we have that.
and then what you're gonna want
to do here is you're gonna always
want to have your privacy policy
in your terms of service linked.
And to do this, you would
just click this right here.
Okay?
Click this and then click link,
and then you put in your link.
Again, there's full videos on how
to do that on my channel, but you
just wanna have those so you are
compliant and you can use the same
thing you have on your website and
you can draft these in chat GBT.
It's super easy.
So you're gonna pick how you
want your form to look and
what you wanted it over here.
Now here's one more step that you may want
to know, and that's called custom fields.
A custom field is a form that's
not on here that you create.
So a custom field can be anything.
So right here, these are
the basic form fields, okay?
you got buttons, you got first name,
last name, you got organization.
It's just basic data points.
Custom fields.
Okay.
these are fields, but they're
custom, so they could be
whatever you want them to be.
So that could be favorite Pokemon
card, favorite soccer team.
It could be how much money
did you make last year?
How many employees do you have?
It is whatever you want us to do.
And you can just click add.
You pick how you want this.
Again, I have bigger videos in my channel.
They go really in depth if
you're a little confused on this.
you put in your field name,
the grouping you put in.
If it's some custom objects,
then you click save, and then
you will now have a custom field.
So I have a couple in here.
I have favorite Pokemon
card as you see right there.
And we could add that in if
we wanted someone to put in
their favorite Pokemon card.
Now again, you don't have to do that,
but the idea is, is you can have whatever
you want on a form and you can capture.
Any information here.
So again, quick recap.
You come in here, you find out what you
want on your form, depending if it's a
sales form, an onboarding form, a fun
form, whatever you're doing, and you
will add your elements right on this left
hand side and pick whatever you want.
And then if you don't have the options in
quick add, you will add a custom field and
you will drag just like this and you will
drop right in there and you will be done.
Okay?
So that's how you build said
form, and you put the features
you want on the form in here.
Now, on the other side,
we have the basic edits.
You can perform right in here.
So if you click any of these,
you will see you have all this.
So the label is gonna be
this up top right here.
The placeholder is this right in here.
So if we get rid of
this, look what happens.
It just says first.
Okay?
Right underneath Query key.
You do not wanna mess with this.
This is like the code
that makes the phone work.
Don't mess with that filled width.
You can switch this, making it like
this or that, whatever you want.
And then you can do required, which
is this little asterisk here, which
again, you see this on a lot of
forms, like you have to put your phone
number in, And then over here you have
hidden, which will literally just hide
said field, and then get rid of it.
So you have all these options
on the side for every single
one you click and you can edit.
Now for anything that's not just
a field, like a button, a product,
this stuff, you can come right
over here again and customize it.
So if you've seen any of my videos
on websites, email marketing, it's
the same builder across the board.
You pick what color you want, What
font you want, the size of the font.
It's all right here.
You just go through and you play with it.
I don't know if you're trying
to make this different.
You're trying to make this, fancy.
You just go through and
you add what you want.
And again, if you have
questions, drop 'em down below.
I answer so fast.
once you have your form dialed in
the way you want it, you then have
the option to add conditional logic.
this is really neat because what
this allows you to do is change up
the form based on what people say.
'cause if you have a sales form and
you only want people that are above a
million dollars in business revenue,
this can disqualify them and then send
them to a different thing as opposed
to give them access to your course.
This gets really in depth, but
it's really, really powerful.
So what we could do is we could redirect
to URL if their, last name is equal to X.
Now, right now all we have on
this form is these four fields.
You're not really gonna see
it, but let me show you.
If we come in here and we put in
favorite soccer team, and we come
back to conditional logic, okay?
And if we go right here, 'cause
you see it now pops up, whatever's
on your form is gonna pop up.
Here we go.
If favorite soccer team is equal to, you
know, real Madrid, You can do and or you
can really pick whatever you want here.
But then what we could do is we could
say, send them to this URL, and it
could be like, thank you very much.
I mean, you can go crazy with it.
It could be a message you display or it
could just get rid of them altogether.
And the point of this is
just to segment your leads.
So obviously I don't have a form that
has favorite soccer teams, But the idea
is, is if you want to disqualify people
and you wanna make sure you have a
tighter sales process, or your clients
only want people that want hot water
installs, this will immediately get rid
of those people that you don't want.
So this can be very, very
powerful if you want.
And again, you just have
to put in what you want.
you fill out your form the right way,
and then you can put a URL or whatever
you want, and then you're done.
So when this goes through, do you want
a email notification on this form?
And you can fill out the subject, the
email, who it goes to, you can put to
a bunch of people and then whatever.
And then what you can also do is you
can send an autoresponder as opposed
to going in automations and doing this.
This will send the person an
email as soon as they get this.
And these are just some simple
notifications you can set up.
So remember, email notification is to you.
Autoresponder is to them.
So that's basically all of
the regular parts of the form.
Now, last but not least, if you come right
up here, you'll see style and options.
Just when you thought it was done.
There is more bonus and more.
but basically what this is, is this
is the look and style of the form.
So first we have styles.
This is how do you want
your form to be laid out?
You have box, You have line.
I mean, it's literally everything.
The width to make it bigger,
smaller, taller, whatever you want.
You can add any sort of
padding to make this look good.
You can add margin.
your colors in background.
You can change, the color of everything.
you do whatever you want.
again, all of the things
you want are right in here.
it's just so obvious and I'm
gonna still go through it.
you pick background image.
That's if you want an image on the
background of this header image, okay?
Miscellaneous is if you want your agency
branding, If you have, the white label
version, it'll pop up right there.
Then you have advanced settings, which
is just gonna be some stuff that's with
the fields that goes even more in depth.
You're most likely not gonna need
that, but if you do, it's all right
here for the input field, okay?
Your label, your short your
placeholder than any custom
CSS if you want to add that.
Okay?
So that is what all the styles are.
It is just a way to make
the form look different.
Then we have themes.
So back earlier I showed
you the templates.
We can apply these very
easily and change the form.
We could go right here and
go, I want Animal Lover.
We click use theme, we click proceed,
and now what it's gonna do is boom, it's
gonna change the look and feel of the
theme, which is actually pretty cool.
If you want something really cool and
unique and you don't have to do a lot of
work, it'll keep exactly what you have,
but you can pick whatever you want here.
You just follow the instructions to
click use theme, and then you're done.
So now we have options.
So when someone submits,
what do you want to say?
What's the thank you message?
Do you wanna say hello?
Do you want to say, you
know, go buy my products.
You put in the message after
they submit, because remember,
they have to click submit, and
then it goes into the database.
Facebook, pixel id.
This is if you want to do stuff
with Facebook advertising.
Same Facebook Pixel events.
Okay?
I have other videos on that if
you're trying to learn Facebook ads,
but that's how you plug that in.
And then you have basic form settings.
So sticky contact, this is
how you basically have it
fill into the, contact fields.
If it's like they already filled it
out elsewhere, just pre-populates.
Okay.
GDR compliant font.
That's if you're in the Euro zone, you
can look that up with some compliance
stuff, with the Europa people.
and then we have enabled time zone,
which is just allowing the time zone.
So you pick what you want and you
just toggle these on or off, you
know, however you want to do it.
You just click on and
off and then you're good.
and then once you have all this, make
sure you're always clicking save.
That's just very important.
Good etiquette.
but just a quick recap so you understand.
You come into your form.
The first thing you're
gonna have is elements.
These are the building blocks of the form.
This is how you create set
form and what you wanted it.
Conditional logic is just more
settings, onset form right here.
And then notifications is just
how to create notifications on
when someone submits your form.
Then once you have everything on
the middle side, which is your form,
clicking these allows you to edit
each individual field that you created
over here on the left hand side, and
you can add extra stuff right there.
Then to make your form
look different, okay?
And be more pleasing to the eye.
You click these up here, okay?
These little dots, and you
go to styles and themes.
Those two are gonna be how you
make the form look different.
Then options is just gonna be
some final settings on the form,
and from there, you're done.
That is how forms work, and
that is how you create them.
So now what I wanna show you
is how to put this on a website
or anywhere in high level.
'cause remember, you can put forms
really anywhere in your email
templates, in, in your email blasts,
in your text message blasts, okay?
In surveys, on websites, on funnels.
Like you really can put it anywhere,
but I wanna show you how to put it in.
And then I wanna show you where
to find your submissions because
I think this is really important.
So what we're gonna do to add anywhere
is you click integrate and you're
gonna get multiple different options.
Sticky sidebar, polite slide in,
pop up and Inline and right over
here you have some settings on
each of these you can activate.
And then right here is where you
get, so you can copy form link,
which is just a link to this.
Or you can copy embed code and put
this in code and embed it somewhere,
which could be on another website or
wherever, which can be pretty cool.
Okay, so what we're gonna do is
we're just gonna pick this one right
here and we're going to copy form
link, and we're gonna click Done.
And then we're gonna come over
to our website and we're just
gonna add this, right like this.
We're gonna click make
an appointment, okay?
And we're gonna scroll right down.
And the button actions is
going to be website, URL.
And then we're gonna click this
right here, and we're going to
paste this right in like this.
And then we're gonna click save.
And then what I wanna show you
here, which is really cool, is
this live and how this works.
I'm also gonna show you how to put
in a popup or however you wanna do.
So when you have this, now when someone
clicks, make an appointment, it now
holds up the form with the doggie
or the wolf or whatever that is.
and then you just fill in your
info and then you're good to go.
So you can really add these
forms anywhere, but what I wanna
show you is to do it for popups.
So we click this right here,
let's do copy embed code.
Okay.
And then what we're gonna
do is we're gonna come right
back here to popup settings.
And we're gonna add this right in here.
So we're gonna add row, we're gonna
add this, and we're gonna add element.
And we're going to do,
we're gonna do form, we're gonna put it in
right here, and then we can just select.
So you have a bunch of different
options for putting forms in.
So you can always do the link, okay.
Just like I showed you.
And you can copy the code, copy the form.
You could do these on other websites,
not just on GHL, but you can
also just select these within go
high level, which is really cool.
we're gonna come right back here, okay?
And we're just going
to come right in here.
We're gonna click add elements,
and we can just add forms.
You can do this really anywhere.
And look at this.
Boom, it is now said form that popped up.
And you can add this really
anywhere and go high level,
which is really, really cool.
And you can come right
into pop-up settings.
And what you can do is you
can add a form in here,
So now this popup pops up on the page.
So if we save this, you will
now have forms popping up on
your page, which is really cool.
Boom.
Look at that.
It pops up now just on the page,
just the way we like it and we
fill it in and then we're good.
you don't wanna have a background that
looks like this is a terrible design eye.
If it's gonna be on a website, like
I'm obviously just testing this.
Don't actually put your form like
that with a dog in the background.
Even if you are like a pet
groomer or something like that,
make it look a little cleaner.
Obviously it looks very bad.
but now what I wanna show you to do now
that you know how to build your form and
you know how to put your form anywhere
and go high level and really just, you
know, have car blanche here, I wanna show
you where the submission goes and how the
backend works so you can understand this.
So we're gonna come right in here and
we're gonna click all of this jolly stuff.
So we're gonna do 0, 5, 6, 7, 8, 7, 7 1.
We're gonna put our email, which will
be Declan Almighty Wizard, and then
we're gonna do favorite soccer team.
We're gonna do Baron mch.
okay, we click this, then we're gonna
agree and we're gonna click button.
Okay.
Obviously that was supposed to
say submit, but for the test,
we just put that in there.
So now what we're gonna do.
Is we're gonna show you how to
see where this form submits.
So wherever you have your
form, it has to go somewhere.
The data has to go somewhere.
It doesn't just go into the ether, it
goes into the back end of high level.
So if we come back in a high level
and we come right back up to forms,
you come right into submissions, okay?
And look at this, it now pops up with all
of my info, and you can see it right here.
So you now have a database of
every person that submits a form.
This is really important, guys, for
building email lists, text messages,
having data, but it's all right here
on high level, which is amazing.
so if you have any questions
or this is confusing, please
drop a comment down below.
Okay?
I don't want anyone being confused.
I want you to match this.
This is a very, very important part
of high level, I think a lot of
people miss over, and I just want to
make sure you understand everything.
Last but not least, I just wanna show
you what you can do once you have this
all set up, and that is with automations.
Okay?
So we're gonna come right in.
Automations.
And I'm just gonna show you this
very quickly, If you come right
into automations, I just wanna
show you that you have a form
submitted trigger where you can
pick the exact form you want, okay?
Remember test form.
And what you can do is anytime someone
submits this form, you can come in and you
can send email, you can send text message,
you can put them in another automation.
You can literally do anything off this.
And I'm trying to get you to
kind of open up your mind and get
your creative juices going here.
' cause once you understand this, you
realize that anytime someone submits
the form that we just created a bunch
of different stuff that can happen.
And this is how you automate
your onboarding and you do
so much other amazing stuff.
So now that we've gone over forms,
now I want to go over surveys.
Okay?
And I promise this will be much faster
because it's so similar and it's
really just a couple key differences.
So what we're gonna do is we're
actually gonna pick from a template.
'cause I think for service
it just looks cooler.
we're gonna come right in here and we
are going to do this one right here.
We're gonna click this and
we're gonna click it to you.
That way you're also seeing how to use
templates and build it from scratch,
give you that multi-dimensional approach.
So with the way surveys work
is they go from slide to slide.
See, a form is just one form.
You fill it out, it submits
surveys, it's slide after slide,
and you can just click add slide
and you can continually add slides.
I make this as long as you want and
put in whatever questions you want.
How much money do you make a year?
What's your favorite rubber ducky,
you know, what car do you drive?
How do you, you know, exercise.
Whatever you want.
You can just add it in here.
It's, it's literally whatever you want.
Now, what I'm gonna show you right here
is it is the exact same thing as forms.
Yes.
The same thing I just went over applies.
You pull from the left.
Okay, you add custom fields.
If you don't, it'll come
right into the middle.
You click these right here and
you edit it right on the right
it is The exact same thing.
So I don't even have to go
over that 'cause you now know.
And if you don't know, please
go back earlier in the video and
watch that because it is the same
for forms, surveys and quizzes.
It's the same builder, the same building
block in the same rubric for all three.
So you pick what you want, but
the difference is, is in the
way that this goes through.
So again, thousand options, you have the
styles which edits the way the form looks.
Same with themes.
You can switch up the way you
want your, survey to look.
But then in options, you have a couple
different things you can add in.
This is where it gets
a little bit different.
Okay?
So on submit, same as before.
You know how that triggers and
goes through once they submit it.
But then what you can do is
you can disqualify people.
But you can disqualify people based on
what they say and you can send certain
messages and disqualify after they submit.
And that's where a couple of different
things kind of lay in and you
really pick, you know what you want.
Message is URL.
and then these are just the
same except for surveys.
And these are the same as all the
other ones except survey settings.
You have a different
kind of building block.
So just to be clear, it's the same thing
across the board as forms except for
these couple things I'm showing you.
And one of them is in survey settings.
So is you want one question at a time
or do you want all of them lined out?
So remember before I showed you this,
just a question, slide question.
Sticky contact, we already
talked about that back button.
This allows 'em to go backwards
in the survey if they wanna check
the previous question, which I
recommend having on auto navigation.
This is just being able to them to
navigate, automagically, progress bar.
This is pretty cool 'cause this shows
them how much progress they have made.
Okay.
So it'll be like, okay,
how far are they going?
I don't know why it's
not popping up in here.
I think we need to add it.
But that just shows them like, Hey, you're
20% of the way, you're 30% of the way.
Which can pretty, pretty cool.
You can disable any sort of animations.
If you're using a template, it
may have an animation once you
go through the next slide, it'll
just go right back to the top.
Okay.
GR compliant font.
We already went over that.
And then enable time zone, and
then footer H, TM L, if you
want to add sub to the footer.
But it's the same thing other than that.
So you just decide how
you want this to work.
Okay?
And it's the same building block,
except the differences is, like we said
before, surveys are offered a gathering.
Feedback forms are just for information.
So if you've, let's say just got, someone
on your marketing service or someone
went through your lawn care, you could
create a survey form in order for them
to figure out, what did you do right?
What did you wrong?
How could we improve this?
Or if someone quits your
business, they leave.
You can have a survey to figure
out what's going wrong or
upsell them or downsell them.
surveys can be used incredibly powerfully
for service-based business owners.
If people wanna leave or cancel
a retainer or not go through with
something, a survey oftentimes
can bring them back and sell them.
But it can also get valuable
information to improve your product.
And that's what a lot of people
don't understand is your people will
tell you where it's going wrong.
They give you free help.
They don't think this is a thing, but
oftentimes surveys and these little
data points will help you gauge, okay,
where you're at with your services.
So that is really what this is for.
Now, to integrate this, the
same exact thing, except you
only have embed and link.
So what we're gonna do is we're
just gonna get this link right here.
We're gonna copy this right here.
We're gonna come over
to our website, okay?
We're going to go right into this
button and we're just going to
do the same thing we did before,
except it's going to be said survey.
Obviously.
If it's a survey, you wanna say, click
here to do survey, pick whatever you want.
We're gonna save this.
Now we're gonna edit it so
we can see what it does.
Okay, we're back in here.
We're gonna click make appointment,
and now we're going to see
the survey that we created.
And right here is the progress bar.
It's pretty cool, but this is where
we will go through all of that.
And it's the same thing as before.
Let's try the other one We'll click this
right here and we'll do real estate.
Let's see if that saves.
Perfect.
Okay.
It popped up so it's just a little glitch.
but this was another one I created
a long time ago, but this way you
can add it in just like before.
So you guys are starting to pick
up on the pattern that it's the
same thing across the board.
You get the link, you put it
in, and then you're good to go.
One thing I actually wanna show you
really fast back on here is doing
embeds in case you didn't understand.
'cause you can add these
into other people's websites.
If you're using WordPress, Squarespace,
HubSpot, you can actually add these in.
So what we're gonna do is we're gonna copy
this and we're gonna come right back here.
And I just wanna show
you what you can do here.
And by the way, you can add,
the survey to the popup too.
It's literally the same thing as before.
You come in here, you click survey,
you drop it in, you pick it.
but what we're gonna do now
is we're gonna just show you
how to put this in with code.
So we're gonna do code and we're
gonna drop this right here, okay?
And remember, every website builder
pretty much has a code editor.
and it's really important to utilize
this if people have stuff that's
not on high level and you can just
copy said code that's in here, okay?
And you can bring it in
and you can just drop it.
Right in here, save it.
And then you have now built something
that you can have anywhere, which is
cool and high level allows the ability,
so it's gonna look like this right here.
We're gonna click save and then
when we view it's going to pop up.
So check this out.
So we come in and we refresh
the page and boom, there it is.
It's just plopped right in there.
And that was using code.
And you can do that on any platform.
'cause they all have
those little code editors.
And you take it, you drag it, you
drop, you copy and paste the code
you have and then you're good to go.
So really what I'm just showing you
is there's multiple different ways
to add these to websites and whatnot.
So now that we have this done, I
wanted to show you with submissions
and a little bit of analyze.
So you know says Declan, we're
going do 5 4 0 5 6, 7, 8, 8, 9.
we are going to two eights.
Then we're going to do, let's do com.
Best time to contact, we'll just do that.
See 50% it shows you right there.
Pretty cool.
We're gonna come right in here.
We're gonna click White Hard Lane.
We're going to do Front Royal,
technically not in front Royal,
but 2, 2, 5, 6, 0 country.
We're gonna do United States.
Let's go all the way down and get
United States Single Family Apache.
We click that member.
That's the thing, to make
sure you're not a robot.
So you pick whatever you want and
once you're done, you click submit.
Okay?
So I'm just walking you through this
just so you have that better knowledge,
because it will help you a lot.
So now that we have that submitted,
I wanna show you in submissions
and analyze how this part works.
So again, just like forms, you get
all the contact info in submissions.
Remember guys, when it gets submitted,
your info will be right in here.
So we come and we go, cool, I like this.
But then something I wanna show
you under here that's, that's, that
didn't show you in forms, is analyze,
which is the data and metrics on your
surveys or forms, which can be awesome.
You can see all these little things
about it that you didn't quite
have, which is all right here.
So you can check out, you know,
completion time, total views, and
they will all be right in here.
It's very straightforward.
and that's how you get all of your data.
So last but not least, I just
wanna show you again the power
you have, In automations.
Remember what I said before?
You can come in here, you can pick,
the exact survey, we just created,
and you can then do anything
and go high level off of this.
Guys, I'm just showing
you what's possible.
' cause a lot of you guys set one
thing up and then you leave it
and you don't realize that if you
create the system, it's less work
for you and you get more money.
Like I'm, I'm just speaking in very clear,
simple terms ' cause you can automate
almost everything, AI and automation.
And with surveys you have that ability.
so now we're gonna go over the
last part, which is quizzes.
So it's very similar to forms of
service, except there's a scoring
element ' cause it's a quiz.
So I wanna go over that
so it just makes sense.
So we're gonna go into quizzes,
we're gonna click add quiz.
We're gonna start from scratch and we're
just gonna do it the old fashioned way.
So same exact layout as forms and surveys.
But there is one key difference, 'cause
I'm not even gonna go in all this 'cause
it's just one key difference is that you
have a scoring element and an after page
you need to edit because it's a quiz.
okay?
So now what we're gonna do is we're
gonna do multiple choice, okay?
And we're gonna edit this.
We're gonna click this same
thing as before you pull from
the left, you edit on the right.
So we're gonna come right in here.
We're gonna do, we're
gonna do best CR M. Okay?
Then we're gonna come right
down here and this is how
you're gonna edit your options.
So what we're gonna do is
we're gonna do go high level.
We're gonna do hub spot and
we're gonna do sales force.
Now, what we're gonna do with
these is we're going to give these
points, this is how this works.
You have to create a point system.
So this actually has a value.
Otherwise the quiz is just
random and it has no point.
So we're gonna do overall only.
So let's do, we'll do 10, We'll do zero.
And then for Salesforce, do,
and you can add categories,
you can do all kind of stuff.
We'll just do zero.
Okay.
So then what we're gonna do,
'cause we like this, we're gonna
add one more part of this, okay?
Which is going to be a yes or no.
Okay?
So we're gonna click this again guys.
You put in whatever you want.
I'm just throwing this in here as a test,
but we're just gonna do is GHL the best?
Okay?
Obviously no one's gonna
make a quiz like this.
then we're come right down.
We're gonna do yes or only,
and we are going to do 10.
And then four.
No, we're just gonna do or
only and have it as zero.
And jump to, by the way, just
makes it jump to another question.
So if they pick something, it could
just jump to a whole nother question.
You just pick whatever you want here
and then you delete it like that.
Okay?
So then we're good to go.
you can go as crazy as you want.
You can add as many pages.
It's as simple as that.
And you just click exactly what you want.
You pull from here, you put
the score value for each of
them, and then you're done.
Drop a comment down below if
you're confused, your recipe for
free on Facebook, WhatsApp, your
Instagram if you have questions.
'cause a lot of people get tripped
up over this, but you just wanna
make sure you put in what you
have and then you give it a score.
And right up here, the same exact thing,
style options, and then quiz settings is
literally the exactly same as the rest.
So it's the same thing
except for this part.
And then the next part
I'm about to go into.
So you put in whatever you want.
once you have your quiz fully built
out and you like everything you got,
we then have to edit the result page.
So we're gonna click edit template.
So the way this works is you're going to
click things on the right hand side, and
they're gonna be bunched into groups, and
then you're gonna edit it on the left.
So it's like reverse of before.
so we're gonna start with this up here.
So right up here, you can make
this any which way you want.
You can add a logo in, you can
add logo, width and dimensions.
You can get rid of this right
here and add, whatever you want.
The sizing, simple stuff.
Margin, padding up, down, side to side.
You guys already understand this.
So these are just all the edits
on the header of said quiz.
Then right in here, when we click
this, we now are going to edit this
part, which is going to be what
score did you get in your quiz?
So in here you can change
the colors of everything.
So right in here, you edit
exactly what you want it to say.
score settings.
Where do you want this to be configured?
do you want to show the overall score?
Do You want to show tears, it's
basic editing, margin padding.
Move it around side to side, and then
background color, how you want it.
So again, I'm not sure what you
guys want in this, but you just go
through and you pick and you edit.
It's as simple as that.
and you really click
what you want on and off.
And then in score tiers, it's
going to be these little things
right here and you can edit them.
So you can change the color, okay.
Of what you want it to be.
You can change the label.
So we will do low.
So you pick the label, okay?
And then you pick the percent.
Okay, so what do you want it to be from?
So anyone that is in from zero
to 39% is categorized as low.
Anyone from 40% to 79%
is categorized as medium.
And anyone from 80% to a hundred
percent is categorized as high.
Drop a comment down below if
you have any questions on this.
But it's so straightforward guys.
You can edit every little
part of this quiz, making it
look beautiful and awesome.
So just go through, play with this,
how you want it, delete what you
want, add what you want and configure
this probably so you see how you
want this, then right in here.
Okay?
You can add more stuff
in the body or the CTA.
Just depends on what you want.
You go through, you add in buttons, guys.
It's really whatever you want.
It's very quite simple.
Button style margin padding, right?
You get over that 'cause it's
the same thing on every one.
And then default quiz, you have basically
your foot apart where you can add social
media links, and anything else you want.
So it's so straightforward.
It's so basic.
It's really not that crazy.
It's just a super simple building block
for you to create quizzes, and you go
through it, you follow how you want,
you edit it, and then you're done.
And you can make it look
however which way you want.
Then you click save.
you click save up here and right as
before and all the other things we've
done today, you click integrate and
you either embed or put it as a link.
So what we're gonna do is we're
gonna take this as a link.
So we come onto the website builder.
There actually isn't an option for quiz.
You can't just add it
in like the other one.
So what we're gonna need to do is we're
gonna need to add it as a link or embed it
as code, which you already know how to do.
So I'm just gonna show you right here.
We're gonna come right here.
We're gonna go all the way down
here, website, URL, and we're just
going to paste our quiz in there.
We're gonna click save and
then you're good to go.
So it's very similar to the other ones,
except it doesn't have that, element
where you can just slap it in and select
like you did with forms and surveys.
You actually have to add
it as a link or embed it.
we're gonna view our website right here.
We're gonna click make an appointment.
And boom, we're gonna run through
this real quickly, so we're gonna do
go high level, say, isn't that cool?
Wouldn't that go?
I'm gonna click yes.
Look at that a hundred percent.
I did it.
So that's how the quizzes work.
It's pretty cool.
It's pretty neat.
and then you can see your score
and a bunch of other stuff.
So again, guys, you can say low,
is that what I put in there?
but you put in whatever you want, you edit
it which way you want, and you really have
ultimate functionality with go high level.
So you can make this look any which
way you want, you can create it, okay?
It's awesome guys.
And once you are done, you
come right back to quizzes.
You go right into submissions and
you will see all of the quizzes go.
So you can grade them, Yes, yes, yes.
Overall score, a hundred percent.
Awesome.
That's where you will see all of
your quizzes data and you'll know
who got what and who did what.
And you can add these into
communities, you can add these into
courses, you can add these into
funnels, you can add these anywhere.
The same thing with forms,
surveys, and quizzes.
Also if you come into automations,
I wanna show you guys something
really, really cool here.
you can click this and guess what?
They have quiz submitted.
So you can actually add in a quiz
and then add anything else you want.
So if someone submits a quiz, it could
then email them a signup form, it can
email, email them a calendar link.
It could either email them a
congratulations or text them.
You can do whatever you
want with high level guys.
That is the beauty of this.
You don't have that option and that
ability to create automations off of this
guys automations and AR are the future.
So make sure you really lean into this.
So it's going to help you a lot.
Forms, surveys and quizzes are so similar.
There's just a couple differences
between these two, which I wanna bring
this video just so you understand that.
But I really hope this helped and
I really hope it has improved your
knowledge and know-how of this.
Because once you get these three
guys and you understand this, it
will help Yourgo high level game.
So much like no joke.
It will help improve everything
you're doing by a mile.
So when I'm talking about AI
voice widgets on high level.
This is what I'm talking about.
Check this out.
Hello, this is Rebecca.
Welcome to Zoe Zimmerman's Hair Salons.
Hey, how you doing?
I'm looking to cut my hair.
Got it.
Let's get you set up for a haircut.
That's what I'm talking about.
We can have AI voice agents in a
chat widget so you can talk to it.
This is insane guys.
This is going to be one of the
easiest services to sell in 2026.
I'm predicting it right now.
So to set these up, you just have
to come right into your sub-account
Then come right down to sites
and go right to chat with you.
So I wanna let you know you have to
have an AI voice agent for this to work.
Now I'm not gonna be setting up voice
agents in this video because I will
link a video at the end of this video.
That's gonna be an entire
tutorial on AI voice agent.
So please do not fret watch that
video pops at the end of video 'cause
it's gonna show you everything.
But this is just gonna be the AI chat wi.
So we're gonna come right here
and we're gonna click new.
Then we're gonna click voice ai chat wi.
Now, if you don't have this as of
this video and you're like, I only
have four of these, you're then gonna
come right back into Agency view.
You are gonna come to settings.
You are gonna go right down to labs.
You're gonna come right to sub account.
And we're going fast guys,
'cause I'm super excited.
You're gonna click voice.
This right here.
Activate feature.
Pick the subaccount, enable it from there.
You are good to go.
Then refresh the page
and this should pop up.
So first we're gonna click voice ai.
'cause we don't need to tweak a lot of
this because this already looks so good.
We can leave as is, but if you want to,
you can change the way this feature looks.
So, okay, cool.
Welcome.
Message widget customization.
You can change the avatar,
you can do whatever.
If it's a female, make it a female.
If it's a male, make it a male.
But already this looks great.
We don't wanna mess something
that works this Good.
You're gonna want to switch
your exact display name 'cause
it's gonna say powered by.
So put their business name in.
Other than that, guys.
Everything else looks good.
We don't want to mix up too many things.
A lot of people go in and
they change everything.
You don't need to do that because
it's already properly set up.
Just change that, ending the styling.
Then we come to Agent and we make sure
it's the exact agent that you built.
Again, whole video and creating Air
Voice agents at the end of this video.
For this one, just pick
the exact agent you have.
Okay?
And then what we're gonna do is we're
gonna quickly name this Rebecca.
Then we're gonna click save.
Now here's the crazy part
about this entire process.
We can not only just put this
on one website that's on high
level, we can actually take this
code and put it on any website.
Wix, WordPress, Squarespace, Weebly,
Webflow, you name it, we can put it.
That is why this will be one of the
easiest sales you will ever make.
' cause you can take this AI voice
agent chat widget and you can give it
to really anyone that has a website.
That's an easy two to $300
predictably every single month
for solving a core problem.
Guys, I'm telling you, people that don't
understand tech that are on websites
are going to fall in love with this.
It's gonna be the easiest
way to help people.
'cause here's the thing, with
a regular Air Voice agent, you
still have to call with this.
You can just hop on and start chatting
with it immediately through your
computer or through your phone.
this is possibly the easiest
money you're ever gonna make, and
I'm predicting this right now.
And if you guys have questions,
drop 'em the comments down below.
So once we have this all set
up, we're gonna come right back.
We're gonna go right to websites.
We're gonna pick the exact website we
want, which is this bad boy right here.
We're gonna click these three do.
We're then gonna go right
over here to settings.
Then we're gonna come right to chat
widget and we're gonna choose Rebecca
or whatever chat widget you have.
Then we're going to click save.
Then from here, we're going to click
this right here, the preview link,
and watch this right down here.
And now we can talk to Rebecca.
Hey, you have reached Stone
and Stem Landscaping Company.
How can I help you today?
I just want my lawn mow.
It looks terrible.
Got it.
We can definitely help with that.
Mowing is one of our specialties.
Would you like to book an appointment
for us to take care of it?
Yes, I would.
I want weed eating too.
I want trimming.
I want gardening.
I want pruning.
I want the works.
Absolutely.
We can handle all of that for you.
Mowing weeding... Perfect.
I don't need to go on the age and have a
little con, but you see what I'm saying?
Like this is gonna take customer
support and sales to a whole nother
level because they don't even
have to make the phone call again.
Charge 2 97 for this 300 bucks.
You can rack this in easy with
people and they will continue
paying for it because it's so easy.
Like guys, these kinds of services
are huge and again, the crazy part
about this is just before we leave,
and this is really important, you
can put this on anyone's website.
You can now sell anyone with a website.
It does not get any easier
and better than that.
So to find your QR codes inside
a high level, you're gonna
come into your sub account.
You're gonna go right on down
to sites, and then you're
gonna come right to QR codes.
Now, real quick, before we go into
building this out and what all
these do, if you don't know what
a QR code is, it is a code that
looks similar to this, where if you.
Where if you scan it with your
phone, it takes you to an action.
So this could be to collect a payment,
send you to a website, collect a
review, whatever it is, you can set
it up and it takes you to an action.
And these are great for a
lot of different reasons.
You can collect reviews with them.
You can put them on cars, you can
put them on your business door, you
can put them inside of restaurants.
You can do so many different things.
They're a great way to market a business.
You've seen them before
they popped up on tv.
They're incredible.
They're very powerful.
And the QR code builder inside
a high level is especially bust.
So when you come back into this and you
come on our QR codes to create your QR
code, you're just going to click plus.
Now, the first thing you're
gonna be brought to is types.
So what I wanna let you know is all
these types, okay, are different actions
that happen after you scan said QR code.
Once you pick one, there'll be a
little bit additional information
that's different on each of these, but
this one QR color and shape is going
to be the same on every single one.
Once you understand how to
do one of these, you pretty
much understand how to do all.
I'm gonna obviously do an example here,
but what I'm getting at is once you know
how to do one, you know how to do 'em all.
So the first thing is we're gonna pick,
so we have a bunch of different options.
So the first thing is
you can pick a website.
So when someone scans the QR
code, it goes to a website.
Then you have really view link.
So when someone scans it goes immediately
to a review on Google or Facebook.
Then it can immediately go to a call.
If they scan it, it can go to a
text message, it can go to an email.
It can go to a payment.
Inside a high level, it
can do a WhatsApp message.
It can send them to a funnel.
Send them to a form, do a survey, do a
quiz, or any of these profile cards where
it's like a brochure of your business.
So anytime someone scans this QR code
or whatever QR code, you have it, then
we'll take you to one of these actions.
So if we come to call, for example,
and we click next, you'll see you
just plug in your phone number
and then it's onto the next.
Very simple.
Not complicated.
Now with stuff like Review link, which
we're gonna go over in the video, you have
to put in the review link and a couple
other things to make it pre-populate.
But with some of these, it's very simple.
So for like funnel, if we come right here
to funnel and we click next, We just click
this right here and you'll see agency,
Declan Funnel, whatever, when you clicked
and you pick the exact step and it's
gonna take them right to that step into
the funnel when they scan the QR code.
So you see how powerful this is.
You have a ton of different options.
And then for these, these
are all very similar.
Okay?
Once you click these,
you would come into next.
Put in your name, choose the image, the
transparency, your number, your addresses.
You pick your social media accounts.
You can just click X, or just plug
in your URLs and it'll pre-populate.
So those are just brochure cards, but
what I'm getting at is they're pretty
much all the same except for the little
tweaks on additional information.
Okay.
And then Color and shape is
all the same because that's
really designing how they look.
This is the functionality of said QR code.
So you come up here and you
pick the exact one you want.
So what we're gonna do for this
one is we're gonna do a form.
So we're gonna click form and
we're going to click next.
Then we're gonna come right in here.
We're gonna click the plumber form.
Then we're going to click next.
So once you have that,
it's basically all set.
Now you have to design the
way you want it to look.
So first things first.
You can design the color.
Okay, so we have the background
color you see right here.
You can change the color right there.
You have the dots color right.
This will be the dots right there.
I recommend you leave them black.
It just looks way better.
You have the border color, so we
can do that of those little rings.
Just leave it black for now.
And then Mark Center color will be these.
So you pick what you want for that.
Again, you can choose any color you want.
You just play around
with that shape and form.
This is the shape of the QR code,
so you can come in here, see how
it's changing the look and feel.
It's still gonna give you the same thing.
Then you have your borders, and then
you have how you want the center.
So I'm just showing you, you have a lot
of different things you can pick here.
This is the interesting part is you have
a bunch of different stuff you can choose.
So you can plug in logos in the
middle, you can upload your own logo.
It'll go right in the
middle as you see here.
And that's just clicking browse,
picking an image from your media
library, and then you're good to go.
Or you can remove the background logo.
And then here you can add
a logo in the background.
So if we come in and we
say, we want this picture.
See how it pops up in the background.
You just pick it.
You have the transparency if you want
to show or not, and then you're done.
It's very simple.
And from there, your QR code is ready.
Okay?
So it's very, very simple.
And then here you have a share
only link, or you can download
it as either a P and GSVG or PDF.
And you now have it on your computer.
You can send it to people, they can put it
on t-shirts, they can put it on, stickers.
And I'm gonna show you how to
add it in places in high level
here in a sec. But I just wanted
to kind of walk you through it.
So that is really simply.
How it works.
It's that easy to build these.
You went through and you're good to go.
So again, just quick recap.
You choose the type, the additional
information, the QR color and shape.
Now what I'm gonna do is I'm gonna give
you one more example to help you out
and that's gonna be the reviews link.
'cause this is a big one.
A lot of people want
to be scan the reviews.
Another thing too is make sure you
name the QR code for the example I did.
But we'll name this reviews
for AI smart website.
Then we're gonna do is
we're gonna come to next.
So this is an important part.
We have to plug in the URL of the review.
So if we come right in here and we click
Google, we're gonna want to put in.
The Google Review link.
So if you come back to your high
level account where you have
reputation management setting, you
come right into reputation, and
you come right on over to settings.
And then once you're in settings,
you come to review link and
you'll have it right here.
Now, if you don't have any of this
set up, you're gonna have to go
to the Google Business profile and
you're gonna have to bring that in.
I have other videos on that.
Okay.
But if you don't have this setup, this
is probably gonna be too complicated.
But if you are already doing
reputation management, you know
exactly what I'm talking about.
Again, drop comm down
below if you're confused.
But we would take this link.
Obviously this is not the same
link, but this is a dummy account
I'm setting this up for, so I'm
just showing you an example.
But you would paste that
exact link in there.
You would just leave as is, drop a review.
Sounds good.
And then we click next, and
then from there we leave as is.
We have it all the way we want
it just like we did before.
And then we're gonna click save.
So once you have your QR code, you
can always test it by literally just
taking your camera on your phone,
and just scanning it very simply.
It'll take you online, that's how you test
it, or you download it like I show you.
And if you come right here, you
can edit it like this, or you can
move to a folder, download it as
P-N-G-S-V-G-P-D-F, or delete it.
But now I wanna show you is
to add it to a couple places.
And then we're gonna go over
this stuff before we jump
into adding it to a website.
So what I wanna do now is I wanna
show you how to add it to a website.
you can add this really anywhere.
You can take the image, you can put it in
a form, you can put it in a. Email blast.
Like you just quickly
take that QR code image.
So you come right in
here, come to QR codes.
You take this.
Once you download it,
you can put it anywhere.
Just know, like that's how simple it is.
You can add it to anything,
but I wanna show you a cool
feature inside the websites.
If you want to, on your website, you would
just click this and you'd scroll down.
You'll see QR code.
And if we set this right here
and we click this, we can select
the exact QR code we wanted.
Then we're gonna click save.
So there you see, we just had to
click the exact QR code we had on
the list, which is really cool.
And then boom, you can scan
this and get what you need.
So you can add it very simply.
They have a widget, four
QR codes on said website.
But now what I want you to understand
is you can take an image of the
QR code and put it anywhere.
T-shirts, flyers, et cetera.
And again, the way you do that, if you
are confused at all, come to QR codes.
Come right here and download it.
cause when you download it,
you can upload it as an image
and you can put it anywhere.
It's that simple.
And if that doesn't make sense,
please drop a comment down below.
'cause that's very important.
You can put this thing anywhere.
That's how cool it is.
That's what high level does.
They make it so, so easy to use.
And their QR builder is actually
one of the best I've seen.
But right up here you can refresh if you
want to, you know, refresh the QR codes.
You have QR features.
And you can create more QR codes.
Then we have analytics.
This is a big one that comes over here.
If you come to analytics and you click
QR codes, you can actually see how
many scans the QR code got, What the
people have done once they got there.
It's really cool.
Like you can literally see if
you have flyers out, where it's
coming from and stuff like that.
This is a great way to
track leads and reviews.
Now, this is a really cool feature
that I think is insane for people
doing big marketing campaigns.
You can create bulk QR codes, so if
you upload a CSV file and you can
download a sample to see what it's
like, you can upload A campaign
where you can get tons of QR codes.
And the reason for this, if you're
doing, let's say, a big flyer campaign
or email marketing campaign, every
QR code will be different and it'll
have a different code attached to it.
That way, you know, okay, this flyer
on this side of downtown got this many
reviews, or this email blast with this QR
It basically tracks all the little stuff.
And that right here is right here.
Okay.
If you have questions on this
one, drop com down below.
It's a little more complicated, but
you'll just upload the CSV file,
go through it, and then you have
basically a ton of different QR codes.
Super powerful stuff, guys.
Super powerful, and this is great
for big, big bulk campaigns.
We have to have tons
of different QR codes.
Then to create folders, you
would just click that right
there, or to generate a QR code.
You go through the same thing
just like that and you're done.
So it's relatively simple.
Guys.
The builder is very robust.
I highly recommend you use this guys.
This is a great way to collect reviews,
payments, and all kinds of stuff.
And like restaurants have QR codes all
the time, like on their little menus.
This is one of those advantages
that you can take physically.
Plug it in.
It's not gonna really cost you anything.
So I recommend you start using QR codes
for yourself, for your businesses you work
for, and really any which way you can.
So to see these seven updates, we're gonna
need to go right down to memberships.
We're gonna have to come
right into community.
So I wanna let you know right off the
bat, this tutorial is not going to
be on Building out your community.
Okay.
I have a link at the end,
so I've got you covered.
That's gonna go through step-by-step,
setting up your community.
This video is gonna be about the updates
that high level has rolled out to
GoKollab, which is a community builder,
and really how this improves everything.
So, as you know, I love GoKollab.
My community is on here.
It is legit.
You can even search high level on
GoKollab and mine pops up first.
I think GoKollab is
infinitely better than school.
I think it works better, it has way more
functionality, but it also has an entire
CRM an AI machine attached to it, which
trust me, if you're trying to grow a
group, build a loyal following make a
lot more money, in my opinion, GoKollab
and high level is the place to be.
Okay, so before I jump into these updates,
I just wanna let you know if you don't see
any of these updates at the time of this
video, you're gonna need to go to Labs.
To get to labs, you're gonna
want to go to Agency View.
You then want to go to settings.
You then want to go to labs.
You then want to go to Subaccount,
and you're gonna want to.
Activate whatever features you want.
That is the way this process works.
I go over this a lot but
this is really important.
If you never see features because
they haven't been released
yet, they will be in labs.
But you should at the time of
this video already see these.
So do not worry.
It's just in case you don't.
They will be in labs, which is
just releasing the beta features.
okay, so the first update we're
gonna be going over is a huge one,
and it is the ability to go live
natively inside of your community.
That is without Zoom or these other
platforms, you can legit just go live.
Let me show you.
So to access this feature, you're gonna
come into your community, go to any of the
channels, and you'll see this button right
here, and you're just gonna click Go Live.
So again, I'm not gonna be actually
popping up on here because I
am on video for you right now.
I can't do both at the same
time, but it's very simple.
You pick the exact channel you want
to post to where you want to go live.
Again, we're in the announcements.
We're gonna pop up there.
Um, you put in the exact title,
you add your description.
You can just add these.
If you need permissions, you let them.
Again, I am not doing that for the
sake of the video, otherwise I will
not pop up on the other screen.
And then you just click go
live and you legitimately go
live inside your community.
When this rolled out, I was like.
What's the point of Zoom anymore?
So I might be actually canceling
my Zoom subscription and just
going all in after I test this out.
'cause it's an amazing feature
and it's all live mind blowing.
Again, if you want to add in
streaming software, you can like
Zoom or Google Meet, you can do that.
And you can plug it in just like
that through streaming software.
But very simple.
You just go live.
I mean, it doesn't get
any easier than this.
You go live, it'll pop up
and everyone can see you.
And again, guys like it's these things
that high level does where they make it
so good and they make it so competitive.
And again, school is just trying
to catch up to this kinda stuff.
Like they just keep adding things that
enable you to cancel one more subscription
and have everything in one place.
It just doesn't get any better than that.
So that is a first update.
The ability to go live in your
communities without Zoom and do it
natively inside of high level time
saved, and another subscription canceled.
The second amazing update on GoKollab high
level communities, is the ability to sell
your standalone courses on GoKollab This
is a huge update and a very good way to
make extra side money if done properly.
So if you come down to memberships
and you're right in here and
you go all the way to collab
marketplace, you can click courses.
And as you see here, these
are on the marketplace.
Now, if you don't know what the
marketplace is, it is, this is the
GoKollab website where all of the people's
communities are, they get all put here.
It's just like school.
It's where all of the communities.
Get put.
Now what you can actually do is you
can plug in your courses as you see.
Mine is number one.
How cool is that?
You can actually let your courses pop
up for free for people to take them.
It is so powerful and you can do it
with courses, not just communities, but
standalone courses as you see right here.
So now what we can do is we can come
to courses and we can click add course.
Okay?
We can select the exact course we want.
So say I wanted to do go high
level AI and employee bootcamp,
we can pick the exact price.
We wanna be free recurring, or
one time we'll do recurring and
we will do, um, $500 per month.
We're going big on this one and
we're gonna do, um, zero trial days.
And then all you have to do is click
add course and we have to now added
a course that pops up on the GoKollab
marketplace you can collect recurring
income from, or have it be a lead
magnet for free to bring people in.
Again, you can see right here.
I'm doing it.
I think this is amazing.
I'm telling you, high level, they just
keep doing it and They add all these
little ways that you can make extra money.
That is what I love about this,
and it is so, so powerful.
So that's the second big update.
I just showed you how to do it.
If at any point during this video you
guys have questions, drop 'em down below.
I will answer them personally.
The third update, okay, for GoKollab
the high level communities is the
updated mobile app experience.
As some of you knew before the
mobile app was a bit rough.
They have updated so much stuff
with it and it is way better.
So the first thing we see
right off the bat in these
updates is the user interface.
It is way cleaner.
It's way smoother.
It just looks way better, but
they've also added other stuff.
It's way faster.
Before the GoKollab app was rather slow.
It's way faster than
they've improved it a lot.
it has a much better notification system.
So the push notifications actually work.
It's just way more engaging.
It has way more stuff.
It's just a much better app.
And again, guys, this is in labs.
If you don't have this, it might be
already released at the time of this
video, but the mobile app has just gotten
way better and this was a big thing
that they needed to do and they did it.
And now it's like it's
just so much better.
So take advantage of it.
If you have not upgraded to
this experience, the time
of this video again is free.
You just do it in labs, like I
said before, get that asap 'cause
it will make your community
members and yourself way happier.
Okay, so the fourth amazing update on
this GoKollab platform is the ability
to easily have affiliates under you.
As you know, affiliate marketing is
an amazing way to make money, but
even better, having an affiliate
army to promote your group can
literally turbo charge your growth.
So there's a couple
different ways to do this.
So you can go right into GoKollab.
Again, remember this is high level,
it's just a different part of it.
Um, and we can come right to profile
settings and we come right to affiliates
and you'll see your link is right there.
They automatically make links and
you can kind of determine how you
want that to be under the settings
part, where you'll just pick, you
know, the commission and whatnot.
So that's the way you do it
through the GoKollab interface.
But if you want, you can come
right into the marketing tab, okay.
And you can come right
into the affiliate manager.
and you can pick what you want
through a campaign and create
your own affiliate campaign.
Again, I have other videos going really
in depth on this, but it's so simple.
Again, before you had to go through
all these hoops to get this set
up, but now you can just hop
right in, grab that link, okay?
Whether you are, you know, a user,
you're trying to promote it and
other people can start promoting your
group and then collecting whatever
commission you want them to collect.
And I'm telling you guys
right now, having affiliates.
People that are actually into
your group promoting this stuff
can change everything for you.
I'm telling you, this is like one of the
biggest hacks I have ever seen with this.
So take advantage of this.
This is an insane way to make extra money.
And again, you guys can access it either
here or through the regular portal.
And if you guys have any questions,
drop the comments down below.
I will answer personally to guide
you, but it's another thing they've
done with Go Cloud that just makes
it that much better than school.
I know school has the affiliate side,
but high level just makes it so much
easier and it's all in one place.
Okay.
The fourth update on high level
communities, which is a big
one, is the ability to have a
newsletter go out automatically.
This does a lot for engagement,
but also shares the best content
with everyone to keep everyone
back and engaged in the community.
Let me show you how.
So to turn on your newsletter,
you're just gonna come right down to
settings and you're gonna go right to
newsletter and you're just gonna toggle
this on and you're gonna pick the
cadence of when you want it to go out.
You have daily, you have weekly,
you have biweekly, you have monthly.
Again, you pick what you want.
Weekly is good enough, but it's basically
a community digest and it's a really
cool way to compile all of the best
posts and all that stuff and send it out
and basically put that out so you keep
people engaged in all that other stuff.
So you just toggle it on and then you
click save And then you're good to go.
And that's literally all you have to do.
You just click save and you're done.
And now you have a weekly newsletter
going, guys, I'm telling you, high level
makes it so easy to grow your community.
. It just increases the engagement and
makes everything that much better.
And you saw how easy it was.
They make it so easy.
So you toggle it on and
then you are good to go.
Now for the fifth update, Is
the ability to schedule posts
in your high level community.
Okay?
This one's been around for a while, but
they've added updates to it, and it's
awesome because you can schedule all of
your group's content, or even remind,
okay, different people for let's say
live streams coming up and whatnot.
And this is a great way to boost
engagement, but save time so
you can set it and forget it.
So to schedule posts in your group, you're
gonna come into your high level dashboard.
You're gonna go right down to
marketing, and you're gonna
come right into social planners.
So if we click new post, okay, what
we can do, we'll click new post.
And then what we're gonna do,
we're gonna click account.
We're gonna select the
exact channel we want.
So we're just gonna do announcements.
Okay.
You can even post the exact channel.
And then what we can do is
we can put in our post here.
So you would put in your exact
post or use AI to create it.
And then you're gonna do a couple
things down here, which make it
really amazing before we schedule.
So first off, you can.
You can add a title to this,
which is good, which if we
come in here is what this looks
like, and then that is the post.
And then we're gonna put in,
you know, whatever our title is.
This is amazing.
Again, I'm just testing.
You're gonna wanna put in what your
actual title is, but now what we can do
is we can actually notify all members.
This is doing an at everyone.
So this will ping everyone in your
group and get way more engagement.
And you don't have to
do this after the fact.
You can schedule this guys.
This is so big because
before you couldn't do this.
You'd have to still go back in, but you
can basically create super posts where
everyone's getting notified for whatever
you want in the exact channel you want.
And you can even add users down here.
That way you can blow up your posts
by adding this ad everyone, but
you can also tag individual people
by clicking this select button and
picking individual users to tag.
So not only can you tag
everyone, you can also just tag
individual people to grow it.
And then once you have your post ready,
the right tagging, everything dialed
in, obviously I am just showing you for
the sake, that's why I'm putting test.
You would actually put your post in.
We then can click this right
here and we can schedule said.
Post, we can schedule it.
You can click it right here and you can
pick the exact day, the exact time and
schedule, and then this post will wait.
And then be released on that day.
Guys, this is so, so big.
Some of you guys might be like,
okay, this is not that cool.
But for those of you who have bigger
communities, and I've experienced
this, it gets so annoying.
Keeping track of post, where in the
beginning of the month if you can
have a VA schedule all the posts
out, the reminder posts, everything.
It's like this massive weight lifted
off your back, your chest, everything.
It's just like.
You can breathe and this is the way
you scale responsibly because you take
care of all of the sausage making,
the important things you don't wanna
forget, and you can literally set it and
forget it while everything else goes up.
It's the right way to do things.
So that is something high level
release, the ability to schedule
posts inside of your community.
So the seventh and final
update is the UI facelift.
They have just made everything
look way better and they've just
updated the general user interface.
So if you come in right in here and
you look under courses, you'll see
they've updated the way it looks.
Even the builders are different, the
products, everything is laid out in a
different way, and it just is cleaner.
It's better, and it's just way smoother.
And they've just made everything
look much better and cleaner.
And again, when you create.
And you start from scratch.
Everything is different.
Like the layout is different.
The way you build is different.
They've just rehauled the interface
and they've made it much easier
for beginners or even advanced
people to build with ease.
So that's the last thing they've done.
They've really put in a big effort in
just making this so much easier to use.
that's another really big update they've
done that has just changed everything.
So the last thing I want to go over is
whether or not you should use high level
versus school for your communities.
Again, GoKollab, high level, same thing.
Um, just different naming.
So what I'll say right off the
bat before we end, which is really
important is school is a good software.
It's not bad.
I don't hate it, but it's not enough.
It's disappointing at times because
it just is a community software, which
sure sounds great, but with high level,
you're getting access to a software.
Okay.
That's a community software
plus a whole AI agent suite.
You're getting access to, you
know, SMS and email marketing
automation sites, everything in one
versus just a community platform.
Now, I get it, when you focus
on one thing, it's better.
I understand that.
But with school it has a lot of
features that high level doesn't have.
Okay?
You end up having to get school and then
active campaign and then something to your
SMS and then a Kajabi for your website.
It's like, it's all these things you
have to add onto it, and it ends up.
and you end up spending way more money.
Because you have to learn how
to market and do all this stuff.
The vast majority of people that crush it
on school are people that have big social
medias that just funnel people over.
That's really how it works.
What I'm seeing on high levels,
a lot of beginners and even
more advanced people using the
marketing tools and growing it and
Using that.
That is the beauty of this.
Okay?
that is what I recommend.
I love high level, I'm biased,
obviously I'm gonna pick it, but the
reasons I stated are relatively valid.
School is good, but it's only
gonna leave you with a bit.
So if you are interested in learning more
about high level, getting that, click
the link down below, get your 30 days
free, and check out the new updates.
If you already have high level,
and you're using GoKollab, 'cause
the new updates are awesome
.
 I'm gonna be showing you how to build
communities inside of Go high level guys.
This will be the complete A to Z tutorial.
I'm going to go over everything from
building your community, building your
courses, plugging everything together,
getting it live, everything okay guys?
This will be the last tutorial
you ever need on go high
level communities or courses.
I will say though, down below,
there'll be a link for go collab, okay?
And it's the community
builder that they have.
You can sign up completely for free,
no cost, okay, right down below.
It is a little weird the way
they have it set up right now.
So if you wanna go check that out and you
do not have high level, click that link so
you can get started with your community.
For those of you who have high level,
we're gonna be going right through the
high level dashboard to build it out.
Um, but guys, complete AZ tutorial again.
So if you do not have high
level, I would go down below
and click the go collab link.
If you do have high level,
just keep watching because we
are about to go so in depth.
Let's hop right in.
Alright, so we're gonna go
right down to memberships.
Okay, then we're gonna go
right into communities.
Okay?
And you're gonna go right to groups.
So first step is creating groups.
So just walk with me through this.
I'm gonna go step by step.
So first thing, group
name, we'll just do test.
Okay.
Description.
Um, test group.
You just put in your description there.
Very straightforward.
So name, description, branding,
favicon, and we can always add
this stuff later, but Favicon is a
little image up in that Chrome tab.
Um, the cover image, which will
also be able to access later.
I recommend doing these later because
you actually see where to put them.
Right now it's just plugging them in.
So I recommend doing that later.
So once that's filled out,
you just click create group.
And then right here you're in.
So one thing I will say, what often
happens is you'll be taken to a login
page where you just need to set a password
for your group because you yourself
are a user and you have to log in.
So if that happens, just put your password
in, it'll take you to a page that looks.
Just like this.
Alright, so first things first.
A dashboard tutorial.
So all of your channels will
be right down on this side.
You'll just click add channel to add them.
Um, I'm gonna go in depth
on all these in a second.
I'm just giving you a quick
dashboard tutorial so you'll
understand where everything's at.
So that's where you'll be
putting in all of the channels,
which people can ask questions.
Learning will be where you plug in
your courses members is going to
be a list of all of the members.
And how you let people into your
group events is the calendar
where you can plug in live streams
and do all this other stuff.
Leaderboard.
That is just showing you who is
highest in engagement about, which is
a basic about the page and whatnot.
Then settings, okay, which is going
to be all of the group settings.
Again, we're gonna go over
all of this in the video.
I'm just giving you a brief rundown.
That's where you'll find it.
Okay.
Invite members.
This will be the link to get
people in the group chat to
DM people and talk to people.
Then you have dark mode.
Light mode.
Then you can basically switch between
affiliates, courses, and communities.
You don't really need to do
that 'cause it's all in here.
Then your notifications and then
your account right here, which is
your profile inside of the group.
So that profile is gonna be what you're
communicating as and talking from.
Now that you understand that, first
things first is creating channels.
So channels are just gonna be all
the places where you ask questions.
So you're just gonna
come to ad channel, okay?
And you're gonna put in a name.
So we'll just do, uh, marketing.
Okay?
Enter the description.
This is for marketing.
Questions and you can
do whatever you want.
Here.
I'm just giving you an example.
Then you pick an icon.
We'll just do this for marketing
and then you can make channel
private or not private.
Okay?
And we're just gonna do create
channel and then boom, right in here.
You now have a channel, okay?
Where people can ask questions.
I. Okay.
Hello.
You know, and, and what, what's up?
And then you're good from there.
And in each question you'll
see, you can add gifs, you can
add images, you can add videos.
And this is cool too because
you can add loom videos, um,
and Vimeo if you use that.
Any sort of links you want to put
in any attachments and then emojis.
And then right here you can pick
where you want the channel to be.
And there's not really any
other channels we can't pick.
But then you just click publish post,
and that's how you would create a post.
You can also do.
Just like in other places, like in
Facebook and at everyone, which will
notify everyone in the group, which
is very handy and very, very powerful
for getting high, high engagement.
Guys, I'm just gonna let you
know we're going in depth.
This ain't gonna be just some, you know,
beat around the bush, uh, tutorial.
I'm gonna be showing you.
Everything now.
So right here, these are the
basic features on each post.
You know, copying it, deleting it,
pinning it, which with when you pin
it, it just pops up at the top, okay?
But that's how you post within channels.
And then you can create as
many channels as you want.
And again, you just come in here, you
create channels, and you put them in.
There'll be all listed on the side.
And depending on what kind of
community you have, you'll need
maybe more channels, less channels.
But I recommend segmenting
channels based on topics.
Okay.
And more importantly, based on like if
you have a WINS column, because you want
a place where your students can go and go,
oh my gosh, all these people are winning.
'cause you have one channel, uh,
this, and it's just a bazillion
posts, no one can find anything.
And then it gets disorganized
and everyone's like, what
the hell is going on?
So you wanna make sure you
just build out all the channel.
So again.
You just click ad channel,
follow through, create it.
You now know how to post.
You got all that.
It is simple as that.
So create as many channels as you need to.
Alright, now we're moving on to learning.
Okay?
Again, this is where all of
your courses are gonna be held.
So the videos that they watch,
very important to access this.
We need to go back, okay,
to this page in memberships.
And we need to go right here to courses.
And then we click dashboard.
Okay?
And this is gonna show you.
All of the courses you have laid out.
Now, to create a course, you're
just gonna come right in here into
products and you'll be brought to
a dashboard that looks like this.
And this is really cool because you can
create a product from scratch or you
can actually import courses from Kajabi.
This is so handy, so powerful.
Again, I have another full video on this.
I'm still gonna go in depth
on this in this video.
So.
If you're learning how to
create the courses, watch,
because I'm gonna show you how.
So start from scratch.
You just click this, okay?
Then you're gonna be brought
to a couple different options.
Sprint courses, stuff goes much faster.
Marathon course, um,
kinda like a drip course.
It gives you content as you go.
Membership, the classic and then
build your own is just the normal.
Um, so you have a bunch of options,
but the thing about these is kind
of weird, is you can always convert
your course later into one of
these, so it doesn't really matter.
So I would do start building your own.
Okay.
And you're just gonna
put a name in the course.
So what we're gonna do is.
Test because I'm just gonna be running
you guys, so you get what I'm saying.
You know what I mean?
You get the, the general gist.
I'm just putting placeholders 'cause
I'm just creating this for you guys.
You're just gonna put your
name of your product in.
You're gonna click create product.
So, just to let you know real
quick before I build this, every
course, okay, has an offer.
Now this gets a little weird because
in here it just plugs in the courses,
so it kind of takes away offers.
If you're just having courses
outside of communities, then
you'll want to create the offers.
So I just wanna make that clear.
'cause a lot of people
get confused on that.
It just kind of becomes.
Part of said, uh,
community once you do that.
Um, but just take that into mind.
So now we're gonna create the course.
So when you come in here,
you just click this, okay?
You can clone courses, share, or delete.
Okay?
Very simple product structure.
If you want to add a category, a category
is basically a module for those of you,
uh, from Kajabi or any of these other
things, and you would just type it in.
So test, okay.
And then boom, you got a module.
And then within the modules, yeah, you're
gonna have lessons or subcategories, which
are just categories within the module
that have lessons under it or assignments,
which are just, you know, any sort of quiz
or little thing you want to build up or
checklist and which can be very handy.
So literally you just click add lesson.
Test one member.
Put the actual name of
your, uh, lesson in there.
I'm just showing you for the sake
of this video, you have test one.
Okay.
Over here, you can edit it.
You can preview in another page,
or you can make it draft published.
Locked or deleted.
Okay.
That is just basically to give
the access to your clients.
Then you would just come right in here.
You can click it to, and then
you'll be brought into, okay?
The course page.
Now, this is pretty
cool because right here.
You get access to a ton of features.
To be honest, this used to be so bad.
Like you had like this, this,
and, and maybe one thing.
Now you can upload audio.
Okay?
You can upload video.
You always can do video, but audio and
video, so it can be like a podcast.
Okay?
So to upload either a video or a podcast,
you just click either one of those, okay?
Down here you can have
the name of the, um.
Video.
Then you're gonna have what category,
which is the module you want, and then
a description of said video and this
stuff guys, it's just like a word doc.
You play around, you can add
extra links here, outbound links,
inbound links, whatever you want.
You plug it in right here.
Then you have add files.
So if you have like a PDF or a checklist,
you can add that right here by just
clicking that and adding a file.
Guys, it's so straightforward.
Um, and then you basically
have the thumbnail.
Oh.
This would be the thumbnail right here.
Okay.
It'll be the thing that pops
up so they see what it is.
What is it?
It's a picture, a lesson, and you can make
one of these in Canva and just import it
very simply and very straightforwardly.
I. Okay.
So that's really all you have to do.
And once this is all done,
you just click publish.
Simple as that, then you're done.
Okay?
So again, if you're just creating your
courses right now, you can go through
all of this, tweak this and, and play
with this, and make sure you upload
all of your courses just like that.
So now that you know how to build
courses, okay, and you know how
to actually create the videos
and the modules and the lessons.
Now I'm gonna show you.
Basic other stuff.
So details of the course.
Okay.
Picture of the course.
Description of the course.
Any sort of customization.
So the guy who is leading the course,
so there'll be a little circle box.
Lemme see if it pops up right here.
It'll be right here.
Yep.
Perfect.
We got it right here.
Okay.
And this will be who's doing it?
So if it's go high level wizard,
it's gonna be a picture of me.
And so I go high level wizard
and you just have to add that in.
So select your image.
Okay?
Your name, your title, owner,
founder, creator, God, whatever
you want, bio you plug that into.
And then just some basic other
stuff like logos and favicons.
And then if you want to add
some custom CSS, just like that.
So guys, it's so straightforward.
You're seeing me walk through it.
You literally just go in and this
is where you'll add all that.
Extra course stuff.
You're done with this part of customizing,
you know the details of the course.
Then you come into customize and this
is going to be basically this, okay?
The course outline, the the design,
how you edit that, and you have all
these different options where you can
just click customize, click apply.
It'll then be applied to this
exact theme and that's how you
switch the layout of the courses.
Alright?
So one thing you can do too is you
can come in here to customize and
you can customize the course further.
Now this is great.
If you want, you know, the course to
look a certain way, play a certain way.
Um, let's wait for this to load.
Yeah, right there.
So now you have this and you
can add all kinds of stuff.
So you can add colors.
Okay.
Every sort of color on the page,
the lesson color, the lesson font.
You have background images.
You can change this to something else.
Okay.
You, I mean, you literally have.
So many options.
Then you have the lesson side.
So the product side is this whole front
facing, um, joint here, and that has all
of that basically the design for this.
Then lesson, okay, if you're editing,
this will be the lesson template.
Okay, so all of this, so how
do you want this to look?
What do you want the
thumbnails to look like?
Do you want this to be a black background,
a yellow blackground, a blue blackground?
You know, you add all of this stuff here.
And it's all through here.
You just click lesson theme settings and
you'll have access to all this stuff.
Then sections, okay.
Within the layout, you
then add all of this stuff.
So this will be for the
courses, so you have background.
Okay.
Lesson body.
I mean it's, it's so straightforward.
If you guys have seen any of my videos
on website design, I'm not breezing
through, 'cause it's the exact same thing.
You pick a font, you pick a color.
Okay?
Next lesson.
I mean, you can see right here,
all of this stuff means the course
navigation and you can just come here,
you can tell, you know, arrows moving,
you know, simple stuff like that.
It's.
All right.
Here again, instructor for the courses.
You're gonna need to add this.
Again, there's two places to add
it, and from there you're done.
Okay.
So guys, all of the features
you could possibly want, okay.
All right.
Here.
Anything you see on these pages?
Okay.
Not that one, but these pages right here.
You can change colors, backgrounds,
breadcrumbs, right up here, you know.
Everything you see can be changed.
I wanna make this very clear and
it's all right through here and it's
through two different categories.
You have the product side, which is, um.
Will be this, and then you have a lesson
side if you switch over here, which
will be everything within the lessons.
So that's very simple guys.
That's how you do it.
That's how you customize.
You make it look a very certain
way and how you make it look good.
Again, you can preview
it by just clicking this.
It'll take you in and you
can check out your work.
Okay?
What we're gonna do now is
we're gonna come back here.
Okay?
Now we have a test.
Remember guys, put in all the info
you want for the sake of the video.
I'm not just gonna be.
Tweaking everything 'cause this is a
fake course, but you're gonna go in
and you're gonna add all of the stuff
that I just laid out, just like that.
Okay.
So now that you have it,
okay, come right here.
I'm just gonna add, actually,
I already added, let me put
this right here to the file.
I'm just going to put
high level here for now.
I'm just uploading this 'cause you
can see when I go into the, um.
Uh, courses to see where
this pre-populates.
So now that you've done
the, the outline, okay.
You have your courses built out,
you have 'em all right there,
you've gone through details.
Okay?
So you have now detailed what
the course is about, how to find
images, simple stuff like that.
Then you've gone to customize, which
is building out how the course looks.
Okay?
You're then gonna be
brought to offers, okay?
And offers.
Very simply is the offer
associated with the course.
So if you have an offer, it's
how much do you want this to be?
How much do you wanna charge?
So guys, if you are not using.
The courses, 'cause these will be part
of the overall scheme of the community.
You'll want to create an offer, okay?
And the way you do that is you
come right down here to offers
and you create the offer.
So you come in, you select the
title, you select what product.
So the product remember is the course.
So you pick that, whether it be free
or cost monies, plugged that in, and
then you can test a couple stuff.
Then you just click Create.
Now guys, again.
The community aspect of things
can be wrapped all into one.
So the community, if it's 9 99 a month
or whatever you want it to be, these
will just be part of the community.
And obviously you can add courses
that they buy within the community.
It just goes, you know, a layer deeper.
But for the community, if you're
just trying to have this as
part of the community, you're
not gonna need the offer.
Okay.
So make sure that if that is what you're
doing and you're in products and you
having a standalone course that is not
okay, that is not going to communities.
You're gonna come to offers and
you're gonna wanna build that out.
Then right in here, you're
just gonna have comments.
This is gonna be a list of.
All of the comments that you
got, um, via, uh, communities
and whatnot or, or courses.
Um, just so you can just
check who's doing what.
And then certificates, this is basically
any sort of like achievement thing.
Like, oh, you just passed
module two, module, whatever.
You just add it right here.
As simple as that.
And that could be a good little
gamification of the system.
So again, guys, now that you
understand this quick recap.
So again, you come right
into courses, okay?
You come right into products.
Okay, you'll click Create Product.
Either start from scratch
or import from Kajabi.
So you click right here in outline.
This will be building
out all of your videos.
This is where you add said video modules.
Details is gonna be how the
course basically is set up.
So the, the thumbnail, the
description, the instructor,
all of that stuff, customize.
This is how you make said course look.
So the visuals of the course,
it's said right back here.
Offer is going to be the
offer, the payment wall, okay?
Between the products, comments, a
place to access comments, and then
certificates, any sort of gamification.
So that's everything in that space.
Okay, so now you know how to create that.
Now, just two more things.
Okay?
Analytics is going to be a place
where you can see who's watching what
videos, how long they're watching.
Who's, you know, completing assessments,
any sort of revenue analytics.
It will be a broad
swing on analytics guys.
Very important for if you have, you know,
people going, yeah, I watched the video.
I watched the video.
They didn't watch the video.
'cause we all have people like that.
This gives you just that extra level of
like, oh, I know what's going on here.
So you understand, okay, more about
your students and this can be great
for upselling and a bazillion other
things, but this is where you'll access.
All of the wait.
Last but not least, you have settings.
So this is basically making your
website live and some other stuff.
So you have site details, right?
So this is just the title you want
to have and, and guys, some of this
stuff is overlapping by the way,
like you can do this in other places.
But again, Fon, any sort of extra
stuff like logo, you just click save.
You go through all this, you know, title.
A lot of this can be done in other places.
Okay?
Domain setup, this is where
you make your website or.
Of core products live.
Now, again, if you are in communities,
you most likely don't have to do this
because you'll just plug them in and
it will be part of said community
that you're making live too, which
we're gonna go over that in a second.
Okay?
But again, you just plug in the domain
here, or you can add a custom domain.
So you put WW whatever, and then click
add domain, and it will pull domains
from the domains and go high level.
Again.
If you dunno how to do that, I have
a full video on how to do domains.
Go watch that and check it out.
But you're just gonna plug in your
domain update domain, and then you now.
Have it.
Okay.
So it's taken us into client portal,
which is another thing, but we're gonna
go right back to memberships settings.
And then email settings.
Okay?
This is going to be the
email set up in the login.
So guys, when someone logs in,
it basically sends 'em an email.
It's the basic email settings of the
group where the emails are going.
And again, you have a welcome email.
You can put that default, you can send
a drip email or send access emails.
A lot of this I like to do in contacts.
I don't really do it through here,
so I don't worry about that too much.
And the last, but not least, app settings.
If you have the app, okay, you add
your basic features, you know, name.
The description app icon,
what you're doing there, and
what color palettes you want.
Again, go collab.
This is so changing so much that it's
kind of hard to pin this down because
they have a new app all the time, so
the functionality is gonna be changing
by the time this video comes out.
So.
Just depending on how you want the app
to be, you'll access it all through here.
So again, guys, settings is
just a place you make it live.
You add any sort of basically email
setup, it's where you will configure
the last settings in your course.
Again, if you are not gonna be
adding this to communities, you're
gonna want to come right in here
and you're going to want to set up
the domain connected to said course.
So make sure you go do that.
So now that you have all of your
courses built out, okay, just like
we went through right here and you've
done it and you've added all the
courses you want in the Go high level
learning section, we just come right
in here and we just click add course.
Okay?
You just select which course you want.
Okay?
We will access this through
a different feature.
You pick what?
The subscription type
you want it to be free.
Recurring or one time.
So you pick that, we'll just do free,
actually no, we will do recurring.
Okay.
And then you enter the price.
And remember guys, you have to have
Stripe plugged into your Go Have account.
Again, full video on that if
you don't know how to do that.
So once that plugged in,
you put in the price.
So we'll do 70 books.
You pick the currency Again,
guys, school doesn't have this.
This is how school just gets smacked.
It doesn't have these features.
You can charge in any currency.
So you just pick the currency.
Do you want a trial?
You plug in the trial
if that's what you want.
Okay.
The monthly billing period,
you plug in that annually and
then you just click add course.
Okay.
Um, okay.
Payment integration is missing.
So, um, with that, it won't plug in
'cause I, this is a dummy account
obviously, but it will pop up right here.
Actually, let me show
you what it looks like.
So this is my community right here.
It'll pop up just like this
so it looks really cool.
And then they just go in and they
click it and they get access to it.
So it's super cool.
It's all straightforward right here.
Once you add it again, for
the sake of the video, I'm not
actually uploading this course.
This is a dummy course,
but that's what you do.
You just click add course, you
add it, and then you're done.
And again, guys, you may not want
to make the courses cost money.
Depending on your community status.
Guys, I'm trying to make this clear
'cause I get this question a lot.
People like, do I charge for the courses?
Are they a separate thing?
The courses can be part of the community.
And again, in a little bit, I'm gonna
show you how to charge for the community.
So the community is its own animal,
so you can charge for the community.
Okay?
So that's basically courses in a nutshell.
You now know how to go in right under
here, add your courses, and then add them.
To the community.
Okay, so now you can Now how to do that.
Now we go to the member section.
So this is where you will let
people into the group, okay?
You'll have a list of all
the members right here, okay?
You'll have the admins, okay, the
contributors, and then anyone requests,
you just come right in here and you click,
you know, let in a group, you'll have
like questions and whatnot, which I'm
gonna show you in settings here in a sec.
And then you just let them in the group.
It's that simple.
So members area is where.
You will be letting, okay, all of your
new members and or rejecting members.
So this is the filter.
So even if you have it for free, you
can have it be private where people have
to still go through the gateway or not.
So guys, I'm gonna show,
again, it's in settings.
It's not right here.
We're gonna be going into that, but that's
where you'll access all of your members.
Now we have events.
So this is a new feature that is so
awesome within high level, and this
is basically going to be all of your
live streams, all of your events,
masterminds, whatever you want.
You can add it here.
And what it's gonna do too is it's
gonna pop up right in here and go
meeting in three hours or whatever.
It's really handy.
Gosh, this is one of the things that
just, it's so handy if you have weekly
live streams or meetings or whatever,
'cause your students can come right in
here and check it out and go, oh my gosh,
check this out and then just plug it in.
So you just come right in here.
You click event and it can be
brought to all of this stuff.
So you pick the event.
So put in the event name.
Okay.
The orange, the color of said event.
Okay.
You pick your start time, you pick
your end time, you pick your time
zone, whichever one you are in.
Will this be OC recurring event?
Is this every week?
Is this a one time thing?
So if it is a recurring
event, you come right in here.
You pick repeats every
day, every week ends.
Does it end at a certain time?
So you just picked that.
We're gonna not have this be a
recurring link, but again, if you
have a um, meeting that happens every
week, you just click that and then
you have a recurring meeting location.
Okay.
This is basically, if there is a
live stream, is it a Zoom link?
Is it a Google Meet link or is it other?
So if we do Zoom, we just
plug in the zoom link.
Okay.
I'm gonna need to get an
actual zoom link here.
Gimme one second.
Okay.
Put the link in, you put
the description of it.
So what do you want?
Um, this will be, um, Matt,
I'll just do mastermind test.
You put whatever you want in.
Again, the meeting.
Now you can hide the location.
So guys, this is where you can
get kind of sneaky if you have,
you know, groups within groups.
You just add that there to
kind of figure that out, um,
depending on what you're doing.
And again, down here you can
upload a picture for this
and then you do all members.
So again, what I was talking about here,
a group within a group, you can access
to all members, members at a certain
level, or members in a private channel.
Remember the channels
I talked about before?
You can make them private.
So this kind of delineates how you want,
you know who to be here or whatnot.
Again, if it's a weekly live stream,
you just let everyone join, but that's
where you would kind of go into, um.
That special, uh, day.
Okay, let's just put this right
in here to make this go past next.
Now that you have everything
configured, is this a paid live stream?
So is this some sort of weird webinar?
Is this a free, so again, depending
on what you're doing, you plug it in.
So if you want paid, you just
put in the price, the currency.
And you just click Create event.
Alright?
And then right here you'll see
it, it'll pop up right here.
Okay?
You'll have access to quickly click
this and guys in the Go Collab
app, I'm gonna go over in a second.
They'll be able to hop on and
basically click it and put it
on their calendars or what?
On Zoom and guys so effective,
'cause they can just copy the link.
They have it.
Now when, and by the way, this
is the image that I told you
select, it'll pop up right there.
But in this, they now have
access to all of the meetings.
So guys, this is so big for getting
engagement up and all these things.
You can have all of your
meetings letter right here.
And if they're ever confused,
you know, they're in here.
They go, oh, when's the next meeting?
They just come here and they
get access to everything.
And especially with go high levels,
ai, chat bots, automations, email
marketing, and text message marketing.
You can just.
Blast this calendar.
So, so effective, so freaking awesome.
And then in leaderboard you have
the gamification of the community.
So this is what you know, level
are your members at how much
engagement have they done?
And then you can add rewards too.
So you pick, and we'll go over
this in a second where you can.
Add rewards to the group.
So it makes it more like,
oh, we gotta go here.
This is a game.
This is awesome.
So it's, it's very good.
Now, in here, last not least,
you have basically your
thumbnail for your group, okay?
And it's actually different than this.
It'll be what you do in
the Go collab marketplace.
So you plug that in right there.
It's just a thumbnail you put
in the about what's it about?
You just plug that right in there.
What is the group about?
Then you click save.
So from there, you now have figured out.
All of the basic dashboard.
Simple as that.
Now up here you can chat and
this just lets you DM people
and this feature is so big.
You just pick a student, you DM them
and it sends them a direct message.
And again, guys, this is
only getting better soon.
AI chat bots will be on the loose.
It's just, it's crazy how powerful.
Last but not least.
Settings.
Now, this is the core part of the group.
This is basically making
the group paid, not paid.
It's all of these features.
Okay?
So again, to ever change the name of your
group, it'll be right here, the URL, okay?
Making it live.
We're gonna be doing this another
place, but this is the, basically the
URL where you go to access this group.
Again, description, what is the
description of the group right in here?
Okay.
You will have access to making
it either public or private.
So depending on what you're doing.
Do you want this to be a public
group or do you want to be
private and more intimate?
Again, switcher, this is
this thing right up here.
If you want access to that,
okay, you can add, add that
right here, check it on or off.
But again, make it public or private.
So what is the group?
Is it free?
Is it paid?
What is it?
You just click add new price.
Again, you can make it paid.
Turn it on and off.
Right here in settings you have branding.
Okay, of the fon, that
little image up top.
You have the cover image.
So I'll just show you
what this looks like.
Let's just pick this.
Okay.
The cover is just gonna
be that thing right there.
Okay?
And then the logo is going to
be this little thing right here.
So we'll come in here.
Hopefully this will take
the sizing, proper locate.
So we click save out of this to show you.
And then right in here.
I don't know why that one did
not take, it should have taken.
Um, but let's come right back here.
And obviously that's not
the cover image I want.
I I don't want that.
But that's where you'll add it.
And then you have any sort of advanced
features, um, which is testing
stuff with custom code and whatnot.
And then you have themes.
Okay?
Do you want it to be orange?
Purple.
What, what?
You know, whatever colors.
This gives you a little more functionality
in the dark mode, but this is cool because
it, it helps you distinguish your group
so you pick whatever you want, right?
In themes, membership questions.
So what this is, is right in here.
Remember I talked about people
being able to enter into the
group if you want questions, okay?
This is where you're gonna access it.
So right in membership questions,
you can toggle this on and we have
added questions first, but then you
basically pick what you want it to be.
So.
You have to be hardworking or
you have to be part of this.
Or what's the email that you joined with?
You know, whatever it is, the
questions it takes for them to get.
Just like a Facebook group,
the questions, right?
For the barrier entry, you put them
right here and you can pick text,
boxing line, multi-select, and
then you add them just like that.
So that's the membership questions.
Then gamification.
One of us earlier, you can edit this.
The level's, okay.
How they get it.
Is it for engagement?
Is it for.
Um, any sort of, uh, hard work
and then you can add rewards
where you just put stuff in.
And guys, this can be cool.
If you go into like the coupon
section of high level, you can add
certain things where it's like if
they do X, Y, and Z, they get 50%
off your next product, whatever.
You go crazy with it and,
and you could do whatever.
Then you have basically
a link in the group.
So this link right here,
it'll pop up right here.
I will show you.
This can be very important
whether you're trying to drive
traffic to something specific.
Is there a funnel?
Is there a welcome video?
Whatever you want, you're going to add it.
Okay.
So if we add link, we just do
Amazon and guys, I'm just, this is
literally just, um, this is literally
just, um, for the sake of this.
So please don't take this seriously
and don't actually put Amazon here.
Okay?
So right there, test boom amazon.com.
You see what I'm saying?
So it'll pop up right up there.
And guys, that can be whatever
you want it to be, but I'm just
showing you that you can have.
Links on that first group thing, which
is very important, reported content.
This is any sort of content
that has been reported.
Okay.
So anything that is like, oh, somebody
said this, somebody said that.
I wanna delete this guy.
It'll be right through here
and that's where you access it.
Discovery.
Okay, you'll to this on, I'm gonna
go more in depth on this last,
this is how to put it on that Go
collab featured page to get found.
Again, you can talk it on here, but
I'm gonna go into the activate section
to show you, because this is how you
basically get free traffic from Go collab.
Remember, school did this,
this is what they're doing now
and this is how you access it.
So let me run through and show you that.
Okay, so we're gonna come back okay.
To this page.
So remember, you remember
this page, right?
In sites, okay, now we're in client
portal, but we gotta go back.
It kind of ships you back there.
Uh, so communities, yeah, right in here.
So this right here is
the Go collab market.
Supercharge your creativity and Okay.
Chat app.
So this is basically access to go collab,
and this is that community featured.
Discovery page and you just click
activate now and you follow the steps.
Again, if you want to get discovered,
this is what you wanna do.
Again, new feature, awesome feature.
If that's what you want to do and you
want getting organic traffic, you activate
now and you start getting traffic.
So that's how you do that guys.
And it's as simple as that.
So, last but not least though,
and by the way, the mobile app Go
collab app, you can, you can get the
branded mobile app, pay more money
and access that right through there.
The last thing I want to go over
is making your community live.
'cause you know, if it's
not live, it's like, what?
What's the point?
You know what I mean?
So you come in here, you can
pick a subdomain right here.
You can add in whatever you
want, but I like to make it
a little more professional.
You know, app client.net is.
Pretty, you know, it just
looks kind of stupid.
You're gonna put in your custom
domain, so type in whatever.
And again, full video on domains.
If you add the domain in, you put
in, you know, ww dot, whatever your
domain is, and then you add the
domain, and then you update the domain.
And then when people go to that
website, as opposed to them typing
in a bunch of stuff, you know.
Like right in here, W dot, you know,
S nine, SRXN, you know, whatever these
crazy things, it'll be, you know, go
collab entrepreneurs.com, whatever it is.
They just type that in and then it
will take them to the community.
And guys, this is so important for
getting easy traction, uh, traffic.
You do not want a.
Super confusing domain 'cause
people can only get there by the
link or saving in their bookmark.
You want them to remember
so they can hand key it.
So that's it in a nutshell.
It is that simple.
It is that straightforward.
You guys now understand
how to build communities.
So right in here, you'll just have all
of your communities lined up very nicely.
Very cleanly where you can access them.
It's, it's, it's so
straightforward, it's so clean.
Um, and then to add, you know, any
extra groups, you just add it just
like that, and then you're just
with the process again, and you
can keep adding more communities.
So now that your group is set up,
your group is thriving, it's ready
to go, you have the links, the
payment walls, everything's set up.
You just come right in here
to invite your members.
So right in here, this will be the link.
And when you make your group
live with that live link.
This is where you'll be able to access it
and you can copy this and send it to them.
Okay?
Or you can come right down in here.
You can add a name.
And then an email address,
and then click send invite.
What's awesome about this, it
will pre-populate contacts.
Okay.
Remember the contacts tab in
high low level for video on that.
If you don't understand that, and it'll
contact them and you'll just plug, plug it
in, and click send, invite, and then boom,
it just sends them, them, them invites.
And you can also have
automations and sets them up.
Just to blast everyone in your contacts
list with this, so it's so handy.
And then if you wanna give them admin
privileges, so make them an admin.
You just select that and
then you just click invite.
And then you're good to go.
All right.
You now know how to build courses and
communities inside and go high level.
So now we're gonna move
on to media storage.
So essentially what the media storage
is, it is a place where your videos,
your images, all that stuff will be put.
So you can use it for
the rest of high levels.
If you wanna put it on your websites,
emails, wherever, this is where
you're gonna find it and this is where
you're gonna upload to and control it.
Okay?
So the first thing I wanna show you.
Basically the different kinds Okay.
Of, of storage we have here.
So first off, we have my media, which is
all of your, uh, videos and, and images.
Then we have backgrounds.
So this is from high level.
Okay?
Then we have Unsplash.
So if you come right in here,
this is basically a stock free,
uh, exchange, so to speak.
You find stock version, you type in
car, you can type in house, and these
are all free, but you have tons of
different images you can choose from.
Same with Pixa Bay.
It's very similar.
You just get access to a bunch of stock
photos and again, this is great 'cause
they're free and you can use 'em for
websites, images, et cetera, et cetera.
So that is essentially what these are.
Now what we have is we have a
couple things up here, okay.
That are gonna basically beat this up.
So first we have Connect Drive.
So if you know what a Google Drive is,
we can click this button right here and
we can connect it with your Google Drive.
So it will pull in very simple.
You just click it and go through.
We then have an AI image
generator, so if you want to.
generate an image, we can come in here
and say, I want a house with a nice lawn.
And then we'll do one variation photo.
Looks good.
All this looks good.
And then we'll click generate.
And then boom right there.
It essentially has
created the image for us.
Then we can continue with it and use
it, or we can upgrade, do whatever we
want, but that basically is a way to
create images and soon videos with ai.
Then we can create folders.
So this can be really good if you're
trying to, you know, organize stuff.
And you just put in the name
of the folder, um, test.
You click save, and then you have a folder
where you can add different images in.
Um, as you see here, this is what a
live account looks like, and it can
be really handy if you have a ton of
photos like this to put them in folders.
Again, it just depends on
your needs and preferences.
then right here, this is
where you upload images.
Into high level or videos, you're
just gonna click this and it's gonna
take you right to your computer,
and then you just click whatever
files you want, upload 'em in.
So that's how you're going
to get videos in here.
And then right in here, you'll can
see there's trash or your storage.
But for these last ones, I'm gonna
go over to account that actually has
images and we're gonna do like this.
So right up here You can
change the way they're listed.
So small first, largest first,
A to Z, however, and it's gonna
restructure them like that.
Then over here, it's gonna restructure
'em either in the line view or icon view.
So again, guys, the media storage is just
there for you to plug in all of your info.
your videos and your images so
you can use them for later dates.
And one thing I will say, if you guys
are uploading a ton of stuff in here, I
would recommend connecting your drive.
If you have, you know, already Google
Drive, it'll save you a lot of time.
But if you don't have that, make
sure you build out folders and
you have everything organized.
'cause it's very easy to have this stuff
get lost when you have a gazillion images.
Very easy and it can be
overwhelming, but that's it.
Again, if you have questions,
dropping 'em down below, but that
is how the media storage works.
It's very important.
Make sure you immediately come in
your start uploading and using and
creating with AI if you need to.
Um, because it is very, very important.
And again, all this stuff, the
stock photos, this is free.
Um, with high level cell.
That's a good thing to use too.
And a lot of people don't know that.
But that is the media
storage, ladies and gentlemen.
So mastering go high levels.
Reputation management comes in about
five different sections, and right
now I'm just gonna show you what
we're gonna be going through, okay.
These five sections to understand
exactly what this video is about.
So the first thing
we're gonna be covering.
It's a reputation management overview.
What is reputation management?
Why is it good?
All the basics.
You understand whether you're
a beginner or more advanced,
it's still very important.
Number two, the reputation management
system tutorial inside a go high level,
so how to send review requests, the
tools, automating the whole nine yards.
Like the hands-on approach to the tools
so you understand exactly how to do this.
Number three is how to
collect reviews properly.
So there's a whole system to this
and you have to learn it, and it's
one of the most important parts.
Number four is how to
onboard clients properly.
So how to get, you know, their GMB
connected, get social medias up, and
basically the process you're gonna need
to learn to really service your clients.
And then the fifth part, which may be
the most important, is me going over
this snapshot that I'm gonna show
you how to get for free at the end
of the video, and it's gonna connect
into another video that's gonna be
in depth on how to take the entire
reputation management process you have.
Okay.
And automate it.
This is very important.
If you really want to dial
in reputation measurement.
Again, I'm gonna show you how to
get it for free from me, okay?
'cause this is very, very important.
And if you can't automate
this, well, you're outta luck.
So this is.
gonna be the outline of this video, guys.
It's going to be so in depth,
so please get your notes out.
We're gonna be literally covering
everything like this will be the
most in-depth tutorial on reputation
management available on YouTube
as of the making of this video.
One thing I wanna say too, if you're
wondering like, well, how does this guy
in a robe know what he's talking about?
I have used reputation management
for a long time in my agency.
It has helped me win the gold award that
you're seeing on screen right now, and
the Platinum Award, which I'll be showing
you soon, which I also won this year.
But I haven't just used
reputation management for my
agency and for my clients.
I've also used it for my hair
salon to get it ranked super high
on Google and to get it a ton of
five star reviews on autopilot.
And I say this, not to brag, but to
show you that I have walked the walk
where a lot of other high level gurus
and all these other guys online, they
don't really know reputation management.
They just know how to make videos on it.
I've actually done it and I'm
gonna be giving you the exact same
strategies that I use in this video to
hopefully help you fast track stuff.
So let's jump right in.
So to access reputation management, you're
gonna come into high level and you're
gonna go all the way down to reputation.
You're gonna click it and you're
gonna be brought to this dashboard
that looks just like this.
The first question we ask is,
what is reputation management?
So if if you are advanced,
just bear with me.
I'm gonna fly through this part.
But if you're a beginner,
pay close attention.
'cause this is actually really important.
Reputation management is keeping
track of and improving what
people say about your business.
Online.
Okay.
It is quite literally managing
a business's reputation online.
Why Businesses pay for it.
Reputation management helps
your business get more positive
reviews and fix bad ones fast.
More Google Reviews makes your
business show up higher on Google
when people search locally.
It saves time by managing all your
reviews in one place and helps bring
in more local customers who trust.
Your business.
So this is a very valuable service,
not just for the fact that, you
help people's online reputations,
you do SEO at the same time.
Very important.
A lot of people miss out on this and
with high level, they make it so easy.
so what I wanna do now is I wanna go
over some facts on reputation management.
A lot of people don't know.
So the first fact is 92% of consumers read
online reviews before visiting a business.
92%. That is insane.
Meaning that when your business or
your client's businesses is online,
if they have a bunch of bad reviews,
people are gonna be reading those.
Like this is the difference between
getting a lot of clients and not.
It can be very, very persuasive.
Number two, 74% of customers
trusted company more because
of its positive reviews.
We are herd creatures.
We all are.
We like to look at what
Jim's doing and copy.
It's how humans are.
So with reviews, very important.
They go, oh, that was good.
Let's do that.
That's why Amazon reviews are so powerful.
' cause people go, well, a bunch of people
like this vacuum, then I must like it too.
And if they see a bunch of batteries,
they go, uh, I don't want it.
94% saying negative review has
convinced them to avoid a company.
94%. That is insane.
I'll tell you, I've done that too.
I'm like, dude, there was a lot of bad
reviews on this, you know, uh, kitchen
knife I wanted to buy, or this, you know,
whatever, this computer, I didn't want it.
And I've like, I've literally
been swayed by that.
And then when there's a ton of good
reviews, I'm swayed by that as well.
Over 70% of users never go past
the first page of search results.
This one is key.
' because this has to do with local SEO.
Which is a concept I'll be really
brushing in on later in this video,
which is ranking higher on Google.
Reputation management
helps with that a lot.
and little note here, with AI getting
more and more powerful, one of the
things that's gonna really be a huge
factor, even bigger than it is now on
ranking on Google will be reviews because
you can't fake it because they can
check the ips of who left the review.
Very critical.
Guys, that is a golden nugget for you.
That is going to be huge
in the upcoming months.
So that's it.
Reputation management is incredibly
important and incredibly powerful, and
you need to make sure you are doing it
for your AI agency or whatever agency you
have, ' cause it will change everything
and it's only gonna get more important.
So now that you understand what it is,
let's jump into how to use the tools.
So the first thing we're gonna
be covering is the overview tab.
So all this is, is an overview,
a dashboard of what's going on.
You can see your invites, how many reviews
you received, your ratings, basic stuff.
And you can send a review request by
clicking  is on all of the tabs where
you pick the exact content you want.
You pick the exact contact you want or
you can add it by putting in their info.
Choose whether you want to email
SMS or WhatsApp and click send
review request and you are done.
It's as simple as that.
It is an overview of
reputation management.
Now let me show you what it
looks like on an active account.
It looks like this.
you have tons of invites.
You see here, it gives you the sentiments,
it gives you all this, and it gives
you a bunch of other data on review,
so it goes super in depth on all that.
and I'll be doing that throughout this
video just to show you what it looks like
live versus what it looks like when it is
blank when you're first getting started.
Because with a lot of
people, they don't have that.
And if you're super new, it's
gonna look like this, where it's
going to give you a couple quick
options to get you started faster.
But that's just what it's gonna
look like if you haven't done it.
And this is what it's gonna
look like when it is full.
So now it's time for my first pro tip for
you, and that is having a custom dashboard
that goes over all of this stuff.
Now, it's kind of tricky to do because
they don't exactly have a direct feature
you can add in, but you can add it
in through a pipeline, which hint,
hint, wink, wink is in the snapshot.
I'm gonna be showing you.
I have a pre-built out pipeline's that's
gonna plug into a pre-made dashboard
that's gonna show all the features here.
so your clients or you can see
exactly what's going on very quickly.
And what's even cooler is you can take
this exact dashboard so your clients
can go, oh, I got a bunch of reviews.
Come down into reporting and
create a custom report on it.
And guess what?
I have a custom report already built
for you in the snapshot, but it's very
easy to just click new reporting, click
the dashboard, and you now have a report
that you can send to them constantly.
So again, that's a big pro tip.
If you want to show other businesses.
Hey, we're getting you
a lot of reviews here.
This is what it looks like.
Last thing in the overview that I want
to go over is the competitor analysis.
This is really cool.
You can plug in another business
and see how they're doing with
a bunch of different features.
Really neat, huh?
So you can kind of get a comparison.
So the way we do this is
we click Add Competitor and
let's search for a business.
We will do Zoey Zimmerman Hair salon.
Okay.
We're gonna search and it's gonna be
right there and we're gonna click it
and we're gonna click Add Competitor.
Then right up here you'll see,
it's gonna show you all this stuff.
So reputation score 77, I gotta
improve that average rating.
And then it basically
just shows you the basic.
Features, you can see
where you're ranking.
So it's really cool because you
can get like a live analytics
against your competitors and you
can have up to three competitors.
From what I know, this is
completely free, so use it.
But it's a really cool little feature
that they've added recently, hence
this being such an updated video,
where you can really get like an idea
of where you're at on the rankings
against your top competition.
So use this as really important, but this
can also be a really important sale point.
If you're trying to show your customer
something you can be like, Hey,
listen man, this is our review score.
'cause you added yourself in.
right there.
And then you can be like, and look,
we're getting beat out by these guys.
Look, they have way more stuff than us.
They have this, they have
that, they have all this other
stuff, and we're losing out.
So very, very important.
very, very powerful and can really
help you sell a lot more people.
the overview is just a dashboard
of all of the basic analytics and
competitor analysis is where you can
compare businesses to see basic info.
So now we move on to the requests tab.
So all the request tab very simply
is a place where you can see
all of the review requests you
have sent out and request more.
You can click this, put in the contact,
put in the name, click where you
want, and click send review request.
Now what this looks like on a full
active account is like this, okay?
It'll show you all of their views.
You have lined up and it's
gonna show you where they're at.
Pretty neat, huh?
That way you can see all the reviews
going out and how everything works.
And again, this will pre-populate once
you actually have reviews in here.
But all this request tab is doing
is showing you the reviews that went
out and really how to look at them.
Okay, it is now pro tip time.
If you wanna really quickly inside of
high level, blast a bunch of contacts
with a review request, like right now.
'cause this only gives you access to one.
Um, and we'll go over automating
this entire process later.
But if you wanna quickly
just blast the list.
Here's a little hacking.
You can come to contacts.
You can select all the contacts in here
and you can click this little star right
here and it says, send review request.
You click okay, proceed.
You select exactly what template you
want on what platforms or SMS email and
the edit WhatsApp, which is awesome.
You click it, you add the action in, and
you click send review request, and it
will immediately send out a review request
to as many people that you selected.
So that is a really fast and simple
way to send a ton of review requests.
Very quickly, but later in the video
I'm gonna go over automating this
process so it can be hands off.
You don't have to worry about anything.
Also, the snapshot I go over has a whole
system that does all of that for you.
And if you're completely new
and you're like, well, how do
I even get contacts in here?
if you just want to import a
list, you click this right here.
You follow these exact steps.
It's going be very self-explanatory,
and you're going to upload.
List right in here, and
it'll be all pre-populated.
Then as contacts come in through
forms, payments, et cetera, they will
be put into contacts automatically.
So now we're gonna move
on to the reviews tab.
So the reviews tab is a place where
you're going to see all of the reviews you
have, and you can respond to them here.
You can filter by ratings, sources,
all kinds of stuff to see where
the reviews are coming from.
Again, you can send review requests, but
all this is gonna do is just gonna be a
list of the reviews you have, and so you
can see what came in and what didn't.
Now let me show you what it
looks like on an active account.
We come right in here and you'll see a
ton of reviews lined up all like this.
You can see where they're
at, how they work.
You can see the average
rating, your summary.
Again, you can filter by rating
sources, date, spam, all kinds
of stuff, and you will just see
where all the reviews are at.
Now you can reply to the reviews
here, but a really important thing
is you can turn on AR reply, which
we'll get into later, which will, AI
will go in and reply just like this.
So you don't have to, which
builds engagement and helps
you rank higher on Google.
Really cool pro tip.
I'll be showing you later, but that
is a place where you can do this.
So again, all the reviews tab is
showing you is where all the reviews
are gonna lay, how you can respond.
It's just gonna be a dashboard of
all the reviews that have come in
so you can see them and read them.
Now it is pro tip time and I think
you're really gonna like this
one if we come up into marketing.
Okay.
And we come to social planner We can
actually have social media management
come in by having it post the reviews.
This is really cool.
It will take the reviews and
post them on social media.
How cool is that?
You don't have to do any extra work.
This can be a big add-on.
It can be, Hey, we're gonna
offer you social media management
where we're actually gonna go and
optimize posts and post for you
on all your platforms for free.
Part of this price.
It adds a lot of value.
And guess what you do?
Literally no work.
Once you set it up, it's all automated.
So you come right in here,
you select the review source.
Let's say, Hey, we'll do Google.
You pick the amount of reviews,
we'll do five star reviews.
You choose the social accounts,
we'll click all of them.
The number of posts, you can
pick as many as you want.
Just do one for now.
Every day, every week,
you pick the cadence.
How many you want.
Then you pick where you want 'em.
Then you click next.
You can pick the background.
You got a lot of different options.
The way it looks, you click next, and
then you can show a content preview so it
shows you what it looks like, and you can
change the colors, the fonts, all kinds
of stuff, but you'll be getting legitimate
posts going out on all these platforms.
This is what they look like.
And they're good.
I mean, it's cool.
It builds social credibility.
It builds clout.
And guys, once you set it up, which
I just showed you by selecting the
socials, selecting the background, and
going to content preview, you're done.
That's all you have to do.
And now you've fully automated social
media management to your clients.
How cool is that?
That's a big add-on.
That offers a lot of extra value.
It's doing social media mail
two, which boosts SEO as well.
And guys, it's no work.
So please, these little pro
tips are golden nuggets I'm
giving you use them, okay?
And a lot of you guys could just throw
this up there very easily if their social
shows are connected just to be nice.
You can also do that
if you're not selling.
You just go, Hey, we're doing this
on extra because we want to, we
wanna help you it builds reciprocity
and opens the upsell later.
So very, very important pro tip.
So now we move on to widgets.
So all a website widget is an
easy way to gather reviews on
a website or really anywhere.
You can put code, and this
is what it looks
like.
Pretty cool, huh?
You
got all of the reviews stacked for as
many as you want to build social group.
Then right here, if they
click write a review.
Okay, it's gonna bring
'em to Google immediately.
Put them in place where they
can leave you a Google Review.
Guys, this is a huge way to collect
reviews without running review campaigns.
Or if you have a collect that's
kinda like, I don't want to pay for a
review campaign or however they are.
This is the simple way you can
add this in to help get them
a lot of five star reviews.
It's awesome.
But it also does that social
proof thing where people go, oh my
gosh, all these people love this.
These are real Google reviews.
This is so cool, yada, yada, yada.
Again, herd animals, social proof.
People like to follow what
the person next to them does.
Is a very, very important way to do it.
So you have a couple different options.
Number one, you can create
completely from scratch.
Number two, you can use a template.
I recommend use a template.
They're simple.
So we'll come in and we will
use this template right here.
So then you click Edit Widget.
So very simply, you have a couple
different things you can do with this.
summary position.
You can either do top or a long
layout Review source is where
you want the reviews coming from.
Google, Facebook, or if you have any
other pages, we'll get that later.
Okay.
Right here.
Really cool.
This is widget types.
So this is different kinds.
So you have like list, you have grid,
you have masonry, you have carousel,
which slides, you have slider,
flash, and those are just basically
ways you can  lay out your views.
It's just making it look different.
And that's it.
and then you can have number of reviews.
So how many reviews, let's
say we only want one.
When we click this, what it's gonna do
is it's only gonna leave one  review
pretty neha and then any rating,
what I would do is only five star
that you wanna make it look good.
If you're like my businesses, you
pretty much only have five star.
So, you know, kinda worry about that.
But then you can put powered by, which is
right down there, which if you leave that
off, it's not gonna show it's powered by.
And it shows on, it's gonna link that.
Okay, so if we come right up here,
you then can put in a heading.
So that's right there.
So if you do FF, FF, I'm just
doing this for an example, you'll
see it pops up right there.
Then description, we are the best.
It's this right here.
I'm just showing you guys.
You obviously wouldn't put that, but
I'm just showing you what you can do.
Then right here, you can have
the writing or you don't have to
have it, the total review count,
or you don't have to have it.
Write a review button or
you don't have to have it.
I would leave all of these checked.
It's much better.
But what I'm showing you is
the amount of customization.
But I would leave all of those on.
And then right in here, this is
just colors, themes, and fonts.
Whatever you want, you pick it,
it changes it across the board.
Again, this is the visual side.
Then here is gonna be some
of the settings, okay?
For your review widget.
So you can display the date,
display the reviewer icon,
exclude any stuff like that.
and the code that you're going to use
to put this on a website, now You can
put the high level review widgets on any
websites, WordPress, Wix, Squarespace,
anywhere that has a code editor, and you
would just copy the code and put it on.
I'll show you how to do it in a sec,
because you can do it right here,
but this is a quick way to get it on.
Once you've had it, but here's
what I'm gonna tell you.
We're gonna first to name it.
before we just slap the code
up, we're gonna click save
and then we're gonna name it.
So what we're gonna do
is new review Widge.
Okay?
And then we're gonna click save.
This is really important And as
you see it pops up right here.
So now what we want to do is
we want to copy the code, We
wanna pick new review widget.
You can click whatever code you want
and we're gonna click copy code.
Very important to do, okay?
Now what we're gonna do is we're
gonna come to the website you want,
Again, you can do this on a code editor,
really on any website if you have.
So I'm gonna show you how to do it here.
We'll click the plus.
You're then gonna come all the way down
to code and we're gonna
slap this right here.
We're gonna click Open code
editor, and we're gonna paste this.
Now they have a reviews widget
and a testimonial widget.
this is just an easier,
cleaner way to do it.
Once we have it in, we click
the eyeball and look at this.
There it is.
Now obviously you don't want to put
that, but you got what I was putting
down there, but this is a great way
to gather more views and check it out.
When you click write a
review, what does it do?
It brings you to Google
and it allows you to leave.
Review.
Guys, this is one of those
things that's very powerful.
It's easy to do and it works.
I mean, you can see right here Last week I
got a bad haircut from a different barber.
Today, Tegan saved my life.
10 out of 10.
Thank you.
All like, wow.
Someone sees that, they'll go, yeah, I've
had a ton of bad experiences with barbers.
'cause I had a great experience too.
And I know you might be like,
they don't know how, like what
do you mean they don't know how?
They just go to Google
and click write review.
People don't know.
They're not you.
they don't have the same experiences.
You would be shocked at how
many people are like, oh yeah,
I'd love to write a review.
I didn't even know you had that.
This is a great way to get that if
you miss them on the review requests.
So now what we gotta do is we
gotta move on to the listings.
this is an important one because
this has to do more with local
SEO and building backlinks.
The first thing I want to do before I go
into activating this is I want to explain
what these are and why they are powerful.
So local listings are online profiles
of your business on sites like Google,
Yelp, or Apple Maps that show your name,
address, phone number, and website.
they're powerful for SEO because when
your info is consistent across many
sites, Google trusts your business
more, ranks you higher in local
searches and makes it easier for
customers to find and contact you for.
As you see here, here's your business.
It's showing Google connected to it,
Yelp connected to it, you know, apple
Maps, and there's a bunch of other
places where citations are built.
These are not the only ones, just to let
you know, but they're all across Google,
and this is a big thing for local SEO.
And high level makes it pretty easy
because you can set it up, you have
to pay for it, but it goes through
and it's a very simple process.
Now, there's other places you can build
citations, listings, and all this stuff,
but high level is relatively easy to use.
And again, it is strictly from promoting
the Google business profile, which is
really like local SEO at the heart of it.
So that's what listings are.
They're important because,
well, they're SEL.
So to activate listings, you come
into the listings tab and you're
gonna click Activate listings.
Now you're gonna pick a plan.
Again, they cost money.
You have to pay high level for them.
So one thing I wanna show you is
if you come to Agency View, okay.
And go to reselling, this is where
you're gonna set the price for all
your sub accounts, which is right here.
So you can pick how much
you want to charge for it.
You can pick, do you want more?
Do you want less?
You can see the numbers
going up right here.
And that is for picking the plan.
So you can see it's 32 right here.
But if we come right here
and we go all the way down to
one and we click save, okay?
And we come back here
and we click refresh.
Look at that.
This is now 30 bucks.
That's essentially how it works.
So you're gonna pick
the exact plan you want.
Do you want more months?
Do you want less months?
Do you wanna pay for the year?
I would just stick with the monthly plan.
Again, only do this if you're
planning on either upselling them
or giving them a bigger package.
But what you're gonna do is
you're gonna click confirm,
And then you come to this page and you go,
okay, this is all the stuff we're getting.
You can pay with card pay
using your agency wallet.
I have other videos of that.
That doesn't make sense.
It's each sub account has that or
charged the agency card, which is there.
So we're gonna do charged agency and
we're gonna click pay 30 and subscribe.
Then you'll be brought to a
page that looks just like this.
And this is where you're gonna place
in all your information that's going
to go on the local listings that gets
pushed over to all those Google sites.
so you wanna make sure you have your
proper business name, the right phone
number, the right email address, okay?
The featured message you want,
you want to pick your category.
So we're gonna do hair salon.
You want to pick the proper
category, so important.
you can pick more if you want.
We're just doing hair salon for now.
you can do hairdresser and other things.
Um, but really important to have
that 'cause a lot of people will put
the wrong thing and then it doesn't
get categorized the right way.
Put the exact address really important,
like you have to double check, make
sure it's all spelled right, make
sure everything looks good, and then
right in here it says, hide my address
on directories because I don't serve
customers at my business location.
That is if you have a address
where you're not servicing
people, So this all looks good.
And then you just click Create Listings.
And what it's gonna do is gonna
go through and it's gonna start
creating listings on this.
And then you'll see right in here
now that you have listings, it's
gonna show you business entities, the
categories, the publishers, and all
this stuff give you just basic feedback.
So you can come into business entities.
It's gonna show you the business here.
Then the suggestion's gonna give you
some stuff that you're gonna want to
do, and you can create more entities.
I mean, it's very simple guys.
Like it's gonna show you anything else.
You don't have complet.
But that's the way it works.
It'll let you know what's
fully done and that's it.
And then you can just set
up guide to figure out more.
So that's what listings are.
Guys.
They're great for local LEO.
I walked you through the entire process.
I hope it made sense.
Guys, again, questions, drop
'em in the comments down below.
I have so many people that
are like, what is this?
What does that just ask?
I answer and it takes me forever
to answer these comments, but we
do it because we wanna help you.
So make sure you do that
so I can help you out.
If you're interested in high level,
but you also want help learning it and
learning how to sell it, I recommend
checking out my 30 day free trial link
right down below where not only will you
get 30 days of high level free, you'll
also get access to all of my bonuses,
which will help you on this journey.
So I'm talking you getting access
to a private community full of
winners where you can network
and get your questions answered.
I'm talking trainings on how to
use high level trainings on how to
get clients, systems on how to get
clients that I've already built out.
Snapshots, sales scripts, AI prompts.
White label onboarding
videos, premium Snapchat.
I mean everything you could possibly
need, but more importantly, the
ultimate handholding experience.
So you can master all this and get all
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you can literally hop on Zooms with
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You have access to six live coaching
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So you're getting not just some random
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And we have six of these a week,
so you can basically get all
of your questions answered and
really learn this thing in depth.
So again, guys, all of these calls, all
these trainings, this entire private
community, this is all free when you sign
up at the high level, right down below.
So when you go down and you click the link
and you sign up, we will email you access
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And if you don't see an email
access, just drop a comment down
below and we will get you settled.
So again guys, thank you for watching.
Check out the link down below
and let's get back to the video.
and this is what it's gonna look like
once everything is pre-populated.
It takes a little bit of time.
You'll see the exact
citations and business info.
business details, social profiles.
You can add all this stuff and
that's what I recommend you do.
You go in and you add all this extra
stuff in here, really important, and you
basically fill this entire thing out.
This is how you really get
it a lot more dialed in.
So once it pre-populates, make
sure you go through all of
that and you get it all set up.
'cause it's gonna be other
little things like you see in
business info and all that stuff.
And it'll tell you what
to do in the guide.
But a lot of this is really important that
you go through this because this is gonna
show you how to really get these listings
dialed in, which is gonna help you boost
the Google business profile higher on
Google, so you can rank much, much better.
So that's listings in a nutshell.
That's how it works.
That's how it's good.
You guys questions, please
drop 'em down below.
Super powerful.
But that's what this does and
everything you could possibly
need again is right here.
It'll tell you exactly what
you can do, how to fix it.
I already have my GMB connected
and my Facebook connected.
I'm not sure why it's
asking me to do that again.
but for a lot of this stuff, it may
be a glitch, it may not be, but make
sure you go through, you fill this
up and you follow the setup guide
so you make sure your listings are
perfect in every which way you can.
So now that you understand listings,
we now need to move on to the juiciest
part of this video, the settings.
This is where everything is configured.
This is how you onboard, this
is where everything is at.
So I'll show you how to do all this.
But the first thing we have
to start with is reviews ai.
So So reviews AI is really important.
'cause what this does is this responds.
To the reviews on your Google's
profile, which if you didn't know,
helps with SEO It helps basically
boost it 'cause it shows that you're
active and engaging with them And
what it looks like is this right here.
When someone comes in and
posts to say, Hey, I love this.
It then posts right here and
lets them know different answers.
So you don't have to do it.
You can do this manually.
It just takes a lot more time I think
it's really good though if you're just.
Starting out to respond to
a couple manually first in
a fast fashion to build up.
So it's not an easy, like instantly you
want to take a bit time for that, because
it's the kinda thing where you don't just
immediately look like you're using ai.
but again, right in here, you can
either have it off suggestive,
which is giving you something
to say, I don't recommend it.
Or autopilot, which is what I use.
You click that.
You can pick the wait time.
I recommend 15 minutes, but you can
do more or less by just clicking
that you have mins and hours.
Okay?
And then right down here you
can create agents to do this.
I don't really recommend doing this.
You don't really need to.
You can just click this on
and it works just the same.
But if you wanted to, you
could click create agent and
you can pick different ones.
So we have, clarifier Grace Space.
Taylor say, I  need this like, so
immature, but you pick Solution
Sally, you pick which one you want.
Really, you don't need these.
You can just click.
Autopilot response and
it works just the same.
This is not something you gotta picky on,
but that's how you turn on reviews, ai,
and again, this auto response reviews,
which is really important for SEO.
So make sure you do that.
it is part of the AI suite, so I think
it costs like zero point something cents.
It's super cheap, but it is an AI action.
just let you know that is thing,
and you're gonna want that on if
you're trying to write people.
But that's how you do it.
Now, the really important part, which is
reviewing, this is how we onboard people.
very important.
So the first thing, you could obviously
just get this from them on a Zoom call.
If you're onboarding them, there's
two other different ways where you can
basically get this from them if they
don't give it to you on a Zoom call.
this can be for Google, Facebook, and
custom links down to integrations.
But for right now, I'm just
gonna show you how to do this
just via Google and Facebook.
so what we're gonna do now
is we're gonna plug this in.
So if we come right over here to
this W account, we're gonna need
to put in the link so we paste the
link just like we did right here.
I put in the link and just to let you
guys know, I'm using active account.
And a dummy sub account
to show you the best view.
'cause what a lot of people do on
YouTube is they come in and they just
use a blank account and the people are
like, it doesn't look the same as mine.
I'm showing you both.
So it looks exactly the same.
And you don't miss a beat because
I go above and beyond for you.
So right in here, again, you
can just select the page if it's
selected and connect the GMB.
But the first thing we're gonna
have to do is connect said GMB.
So you have a couple
different options for this.
So number one, on an onboarding
call, you go in, okay?
You talk to them, you go in here
and you get said Link right in here.
You go to ask for reviews, you copy
the link and you get it from there.
That's the first way you do it.
On an onboarding call,
you walk them through it.
That's the first way to get this link.
The second way to get this link is
you would come right into Launchpad.
Okay?
And you would just go up here and
you would connect it right here.
I'll say Connect, yeah, link.
And then they can do that.
So if you were to send them access
to said sub account, they could
log in and they could fill it out.
For some reason, people don't
seem to know how to do this, and
I see a lot of problems with it.
That's why the onboarding
Zoom goal is the best.
But that's how you do it.
You just click this right here.
You'll send 'em link and you'll go
through the process They would log into
the sub account once you onboard them,
and then they would put the link in.
So that's the second way.
number one is onboarding via
Zoom, where you do it for them by
grabbing it here and plugging it in.
Number two is they go in
to the sub account and they
upload it, which is trickier.
And then we have a third option,
which is basically you managing
their Google business profile.
Now, this is a little bit trickier as far
as, like operas ' cause you control it.
But I think this is better in a
way, ' cause you have control and it's
really the most hands off for them.
So what you're gonna do is you're gonna
come to business.google.com/create
and what it's gonna do is give you
access to look for people's GMB.
So what we're gonna do is we're gonna
type in the name of the business.
So say we wanted to do a salon,
we'll just click Salon Fusion.
I have nothing to do with them.
I'm just showing you the example of this.
Say you want access to this GMB.
You would click request access.
Okay?
And you're gonna pick the level you want.
So you can do management or
ownership management is better.
You don't need to own it.
You're gonna put in your relationship.
Are you an owner employee agency?
Okay, you're an agency.
Put the name in your phone number,
click this box, and click submit.
And what it's gonna do is it's
gonna send them an email to?
Who owns this GMB?
That's gonna say, will
you give them access?
And they just have to click yes.
From there.
You then have access to their
GMB where you can come right
in and plug it in like that.
So that is the third option.
I actually see very few people talk
about this online, especially in the
high level reputation manage space.
'cause I don't think they know
how to do it, but this is a great
way to get access to it if they
won't hop on Zoom with you, okay.
or they don't know how
to do it themselves.
It's just a really easy way
for you to get control of it.
Now you all have control and it'll be
on your jb, so you'll then plug it in.
But I think this is a really neat trick.
And again, it's just on the URL
that I told you about earlier
and it's really easy guy.
Like really, really easy to use.
So make sure you go and use this
if you need it and you can't
get access to it any other way.
' cause then this will give you access
to GMB, then you can just grab the link
and plug it all in and then you're done.
So those are the three
ways I hope those help.
Those are three different
ways you can onboard people.
but what we're gonna do is we're just
gonna basically show you the basics.
We just copy this code, there's a
couple other places it is, and then
you're gonna come right in here
and you're just gonna paste it.
Okay.
Right.
Like that.
And now you have your review link.
But that's how it works.
That's how you set up the review link.
Very important.
Okay.
Please, if you have any questions on
this drop in the con down below, I
see a lot of people confused on this.
It can be a little tricky, but this
is a really important part, getting
access to their GMB, because this
is like how you do everything.
Then right here we have review balancing.
So if you turn review balancing
on this is pretty cool.
If you have Facebook, Amazon,
Google a bunch of different places.
This will balance where it sends review
requests to give you reviews on different
platforms, and you just turn this on.
You configure balance, you pick
the platforms, and then you just go
autobalance and it's gonna basically
put them in a bunch of different places.
Really neat, really handy.
I recommend you do this.
It's pretty cool if you have a bunch
of different places, but if you're just
doing Google, this can be turned off.
So that's how you get the reviews link.
Very, very important.
That's how it works.
So now we move on to SMS requests.
So all this is, is a way to
send out requests automatically.
This is a newer feature, high
levels enabled, so you don't
have to have huge automations.
Now you will have to have
automations to kickstart this
thing, which is the check-in.
But the way this works is this
will start sending review requests.
You set up now the snapshot It's
gonna be linked at the end of this
video it has pre-built out templates
for SMS, email, WhatsApp, and it
basically automates this process.
But for the sake of this video, I'm just
gonna show you how to do it right now very
simply, so you pick the way you want it.
So right as they come in,
immediately repeat, don't repeat.
Maximum retries.
Again, this is how many ascending.
And then you're gonna pick your templates.
So you can come into crate and
you can create from scratch.
Come right in here, you
pick how you want it.
What you want it.
simple stuff like that.
You just upload how you want it
and then you can come in here
once you've built these templates
and you can select them here.
So you have reach I 1, 2, 3, 4, 5.
So you have all the templates
pre-built out and plugged in, in place.
Very simple, very straightforward.
Like this isn't complicated.
They've made it so easy.
It used to be way harder.
Back in the day, you didn't have this.
You'd have to manually set all
this stuff and automations.
It was a nightmare, but you
don't have to do that now.
So that's really cool.
I think that is a really
powerful way to do this.
And again, to edit it, you
just click right there.
but that's how it works.
And it's the same thing
for email requests.
you plug it in.
Same thing for WhatsApp requests.
You just have to connect it.
So that's how those three work.
In what order you want them to go out.
You can just set them in the
review templates once you set
it up and it will just send them
one by one to gather reviews.
Simple as that.
Any questions on this?
Drop 'em down below.
I know this part can be a little weird
for people 'cause it is a new feature
and it's a little bit different, but
it totally makes everything easier.
And make sure you watch the video that
pops in as a video about the snapshot.
'cause it's gonna blow you away with
what I already have prebuilt for you.
So that's how you do all
three of these very simply.
It's just like that.
Then you can start collecting reviews.
Okay, now we have reviews qr.
So this is a QR code where
people can scan and get reviews.
Very important if you're working
for restaurants or anywhere
where they have reviews.
What I recommend you do is when you
create these, you can print these
up and put them on people's doors.
Very easy way to gather reviews for free.
So come right in here, we'll
click create QR code, and you
very simply can create this.
So you have text stuff right here.
Okay?
You can, you know, customize that as is.
You have the basic links You
can play with the QR code.
You have your logo and some basic stuff.
Okay?
This is a very basic QR code builder.
The real builder, if you want
to build really in depth QR
codes is over here, under sites.
Let me show you.
So we come under sites and
we come under QR codes.
Now you have the real QR code builder.
This is where you can go in depth.
And I have other tutorials on this,
but I think it's really important.
So we're just gonna click create
QR code, and you can pick from a
multitude of different types, but
we're gonna click review code.
Okay?
You're gonna put the name in,
so we're gonna do reviews.
Qr again, you're gonna have to have the,
the link plugged in as you see right here.
You have to plug it in, but once
you plug it in for Google again.
You put the exact link right here.
So remember it would be this
link that we talked about.
Remember the review link with the
three different ways to get it.
You'd put it in right there, pick
what you want it to look like.
Pick the footer.
Do you wanna say to entrepreneurs,
do you wanna get rid of the logo?
Click next and then play with
the way you want it to look.
Different colors, different
dots, shape and form.
Do you want it to be like this kind
of QR code, that kind of QR code?
Do you want the borders different?
Do you want Mark centers?
Do you want a logo in page background?
Then you can download it
and you're good to go.
So that in a very short,
is how to build a QR code.
I have all their videos on there.
I literally go over.
Every single button.
The reason I'm not going over
that right now is because it's
not the main thing in reputation
management, but I do have videos if
you are interested on my channel.
So please go check this out
'cause it goes in depth with that.
But I still showed you how to do it.
If you are trying to get reviews
from people via QR code restaurants,
putting it on a door, you
know, it can be very powerful.
I did this with my agency
way back in the day.
It was really, really powerful.
But that is how the QR codes
work inside of high level.
Again, great way to get extra reviews.
Then we have spam reviews.
So if people leave a spam
review, so someone's like, Hey,
would you like to buy my Forex?
Or it's just some random person
like, you guys suck, but they never
bought your services, which happens.
You turn this on and what it's gonna
do is it's gonna get rid of them, there
is such thing as spam reviews, and I
recommend you have this on because often
competitors or random people turn this
on and it just detects them and marks
them as spam, It's important to have this
on because it will save you from that.
So again, that's where spam reviews are.
You just turn them on and then you
click save and then you are done.
Then move on to integrations.
Really important part.
Okay, so when we came right up here
and we talked about review links, we
went through adding those integrations
is where you can add other platforms.
To run requests from, to get reviews.
So Google and Facebook aren't the
only places you can get reviews.
You can have Airbnb.
Angie, Amazon's a big one for you.
If you're doing econ.
you got App Store.
I mean so many.
And I think you can even add more like
right here through Custom Platform.
But this just gives you Zillow.
It's a big one too if you do real
estate, Places to put reviews,
Trustpilot, where you can integrate
these, you just click integrate, you
follow the steps, and it's gonna bring
your Airbnb account or whatever you're
using into reputation management, get
your reviews like, and then you can
start collecting reviews for this.
So if you're e-comm and you're doing stuff
on Amazon, very important to have the
Airbnb real estate, you know, whatever.
important to have this on.
So again, a lot of people are
like, I want more review links.
Come to integrations, click integrate,
and follow the steps very simply.
And that is how you're gonna get the
integrations properly in so you can
collect reviews across all platforms.
So again, I just wanna make that very
clear that that is how you would add
other reviews from other sources in.
So that's how you do it, guys.
That is what all of these settings do.
If you guys have questions.
Please, please, please
drop them down below.
I'm here to help and I know some
of this stuff can get heavy.
This is a very in-depth tutorial, so
let me know so I can make sure you
fully understand this because once
you understand reputation management,
your AI agency moves so much faster.
So now we move on to the last part, which
is Google Business Profile Optimization.
This is a new feature, really cool, really
excited to share with you, and basically
gives you optimizations you can make.
If you don't know what that is, it
is this thing right here that we've
been talking about the entire time.
So you would just integrate your Google
business profile if you don't have it.
But I'm gonna go to a live account
to show you what this looks like.
You come in here and it's
gonna show your exact score.
The name, the description,
everything checked.
Ooh.
I can be adding chat widgets,
so I gotta go add that.
It gives you, basically
optimizations you can make.
This is really great just
to know what you need to do.
So again, it's gonna be
just analytics on your GMB.
You can pick more of your business
if you have it right over here.
It'll show you, you know, the social
profiles if you want to connect more.
Really handy, easy way to do it.
It'll then show you all of the
reviews you have coming in.
So very simple, easy way to
see what's working, what's not.
And it's just a simple way to see stuff.
I mean, they make it look really cool.
It shows you all this stuff.
Pulls it up right here, gives
you the right feedback, and
it's only gonna get better.
They're gonna add more and more
stuff in here, but this is a cool
feature that they recently added.
And I really think a lot of you guys
could benefit from just looking at this.
You'll be like, oh my gosh,
none of this stuff is correct.
And a lot of people are missing
basic stuff, like they don't
have the right categories, they
don't have the right services.
You would be shocked.
I see it all the time.
There are so many people that
just don't have the right stuff.
So please look at this.
It's very important
and it will help a lot.
So last pro tip before you end the video,
because I gotta give you everything.
I gotta give you the sauce.
You know the high level wizard is here
to always give you literally everything.
And that is Google business profile posts.
This is something I think a
lot of people miss out on.
That is very powerful.
So what does Google business profile post?
We come right here it is
The Bad Boys Write here.
What this does is this is basically
like activity on your social profile
That helps boost your local SEO.
Very important.
It's good for being found in a
whole lot of other stuff and it's
only gonna get more important.
The simple way to do this is you
can come right into marketing.
Come into the social planner.
click new post.
and then select your GMB
right here, put in your post.
I have other videos on creating posts.
If you have no idea to do this, put
in your post, come in here, put all
this stuff in, and then schedule them.
That way you schedule out a month's
worth of work right in here.
So all of your posts are
done, I believe, high levels.
Adding a feature where AI can do
all this for you, but very important
that you have these going on.
So important you can see.
I have them running all the time.
I post a lot because it helps a lot.
That's how you get your business
profile ranked really high on Google,
Again, I'm not saying it does everything.
You still have to do other
stuff, but it helps a lot.
Okay.
It helps a lot and I think it's
very important for really ranking
on Google, just helping you out.
So again, I think this
is really important.
I think this is something that you need
to do and it's just a pro tip Like high
level makes these things so easy, and
I see so many people like my clients
aren't getting where I want to be.
It's like you just gotta make a
couple tweaks to help 'em out.
So that's another little pro tip
reputation management slash local s
esp, because they're kind of all one at
this point, and it helps you greatly.
So the first thing you're gonna do
is come in a high level and go right
down to reporting, and it'll bring you
to a page that looks just like this.
Then you're gonna click new report.
So right here you have three options.
You have create from blank.
These are coming soon, but this will just
be a library of reports and this will
just be cloning one you already have.
Then down here, what it's gonna do
is it's gonna allow you to create
one off of the dashboard you have
right now in your sub account,
and it's gonna pull all that info.
So that will be pre-made.
So let me show you.
If we come to select and we click this,
okay, it's going to be completely blank
and you're gonna add in stuff, which we're
gonna get into this in a second, but it's
just gonna be completely blank if we do
new report and we do from dashboard, it
is going to take what's on the dashboard
and bring it in here to the report.
So I wanna make this really clear.
This report and all of the reports
are the dashboard analytics.
It just takes everything on the
dashboard and brings it into a report
and sends it to them whenever you want.
This is all your data.
If you didn't know Ingo High level,
that's what the dashboard is, and you can
actually edit this dashboard, only keep
certain information, which we're gonna get
to just in a little bit, which is amazing.
Because what a lot of people do
is they have a random step here.
You may not be running Facebook
ads, you may not be running Google
Ads, you don't need any of this.
There's a lot of things you may not
need in here that you can actually
get rid of and you can edit this
and only have the right data, which
I actually highly recommend you do.
And I see very little people
do this and their clients
don't know what they're doing.
Like, what are you guys doing for me?
Well, if you just keep the right
data, it'll make them look like you're
doing a lot more, which trust me,
you want if you're doing a good job.
'cause remember, these people don't
understand what you're doing for them.
It just sounds like magic.
Okay, so we're gonna come down
to reporting, and what we're
gonna do is we're gonna pull this
dashboard and click new report.
Okay?
We're gonna come right in.
We're gonna have the dashboard
and we're gonna click import.
This is the easiest way to do this.
You name it right there.
This will be a date range of
when you wanna see a report.
Did you just wanna see it from Tuesday
to Wednesday or for a whole month?
You can click that right there.
And then this is how to export
immediately and get the file
and then cancel or save it.
So this is your report.
This is what it looks like,
and this can be sent to your
clients so they can see wow.
Look at that.
I get X, Y, and Z and, and you know,
this looks like they're doing good.
Now, why is this better than a simple,
you know, look at your dashboard
is a, that's more work for them.
'cause they gotta log into high
level to do a lot of stuff and B,
they don't really understand it.
If you send them a customer report
via email with only the data you
want, it looks more professional.
It's like, boom.
Your weekly report of what Declan
is doing for you on go high
level, way more professional.
Way better, and it shows
the data you're doing.
One of the biggest issues I
see when it comes to people
keeping their clients is data.
They have no way of showing clients what
they're doing Remember, you understand
marketing and sales and CRMs and ai.
Your clients most likely
have no clue what it is.
They don't get it.
So with data and with numbers, you
can show them this is what we're
doing and this is how it works.
if you do this well, we'll keep your
clients paying you longer guaranteed.
You just have to understand this because
data is one of the big things that scares
people like 'cause you don't have it.
So the first big thing is adding
elements and widgets to your report.
So right in here, just to let you
know, you can delete any of this.
And what we can do is we can
move things over and we can
edit the way your report looks.
So we want to have this up here.
You just drag and drop, okay?
Just the way you want it.
Just like that.
And you can edit it very
simply, very easily.
Clean three dots.
You can delete little parts of it,
you can delete the whole thing.
It's really, really neat.
And you can also add a bunch of stuff in.
So the first thing I wanna show you
is you have all of these data points.
So you have every single data point
on contacts available, every single
data point and appointments, available
opportunities, visitor data, emails,
calls, conversions, payments.
You basically have all of the data points
you could possibly want, and you can just
click in, find the one you want, click it.
Okay.
Configure it the way you
want, and then click save.
And what it's gonna do is it's gonna pop
up right in here, and then you can drag
and drop and play with it where you want.
So I just wanna make sure you
understand that you have all of the
possible data points you could want
everything from calls to emails, open
to emails sent to payments received.
You can configure this
any which way you want.
You just log over here.
You click this right here, then you
click this, click save, and we'll
bring it in just like I did here.
So step number one is just getting
the data you want onto the report.
Step number two now is how we want
the data to look on the report,
which is really, really cool.
So we're gonna come up here,
we're gonna click contacts, we're
gonna click, contacts count.
We're gonna click save.
Okay?
We're gonna come right in here and now
we can edit this in multiple which ways.
So we can click a donut, save.
Boom, it is now.
Looks like that we then could
go, now let's do it online.
We click save.
Look at that.
It's now a line.
We can do a bar.
Let's do a bar.
Changes it.
Guys, this is going to make your
basic report look so much cleaner.
Because what a lot of people
do is they just keep it as is.
A lot of people are visual.
It looks way cooler if you're making
a lot of money and has, you know,
bars and crafts, it just looks cooler.
They can visually see it.
Just having words doesn't cut it.
So you can edit it even more like that.
Then you can add any sort of conditions
or themes, which is different
colors, different kind of layouts.
Simple like that.
So that's pretty cool.
That gives you a lot of flexibility.
So again.
Step number one is coming right
in here, clicking edit, which, and
picking exactly what data you want to
show on your report and deleting what
data you don't want on your report.
Then your next step is to edit and
customize the data you have on the
page, making it look a certain way.
And again, you can add elements in here.
If you wanna add any stuff with,
images and titles you just literally
click this, plug in the image you
want via this, and then click save.
Very simple, just like all
of their builders, Code
text, simple stuff like that.
And then themes where already
went over that is just picking the
way you want this thing to look.
Quick thing I want to show you is that you
can do this same editing on the dashboard.
So if we go back, and we come back
up to dashboard, you have the same
ability to edit the dashboard again,
the reports are the dashboard.
It's just pulling that so you can
come right in here and you can click
edit dashboard and you can actually
configure the dashboard the way you want.
So we don't want this,
You delete all of them.
You can literally do all the whole
drag and drop thing, whatever
way you want, and you can then
edit this as much as you want.
You can even add widgets.
The same thing we just went over.
Remember when we just went over
data, how it looks, elements, themes.
You can do that exact same
thing on your dashboard.
And what I recommend you do, if you're
gonna be doing this in a niche, plumber,
hvac, electrician, whatever, I recommend
you create the coolest kind of report for
that kind of client and have that in a
snapshot along with all your other stuff.
So every time you bring this over,
you now have the perfect reporting.
I'm telling you guys, this is way more
powerful and important than you think.
Like reporting is a art, okay?
And if you do it right,
people are blown away.
'cause they're like, oh my
gosh, we got that many clicks.
I love it.
Let's do more.
A lot of you guys aren't doing this at
all, and your clients aren't edified
or motivated by the process at all.
Seeing is believing and this
helps keep your clients longer.
So again, just to reiterate, you can
do the same kind of editing on the
dashboard because the dashboard is where
you pull the customer reports from and
they get sent to every single month.
So basically all you gotta do is edit the
report the way you want it, and then you
can come in here and do page properties.
This just takes a couple
different things out.
As you see it removes
dividers, titles like up here.
it can remove this stuff.
but you can add a logo in to
basically be on top of everything.
So if we want Declan's face,
then we'll be on all the pages.
Very cool.
You can just edit it a
little more like that.
And this is right under
our page properties.
It just gives you a little
more functionality, to edit it.
You obviously wouldn't want it read.
That looks really dumb, but you
pick exactly how you want to look
and page properties just gives you
that a little bit more of editing.
and then right over here, we
basically can name each page,
which is actually really good.
So if we come right here, we could do,
Sales, and it would be the sales page.
When they open up, they go, oh.
This is the sales page, which
I think is really important.
Don't leave it untitled page.
You wanna name each page,
especially if you have big reports.
That way it looks good.
And again, to do this, you would
just click page list right here,
and then you access it like this.
You just click these three dots and
you can either delete or rename.
Last but not least, we have.
Manage permissions.
This is just who gets access to the port.
Do you only want a user to see it?
Do you want everyone to see it?
You can pick who you want access
to, and again, you just designate
how you want that to go down.
but that's it.
Once you have your report configured
the way you want it, and you're
like, I like this, it looks good.
Remember, it'll stay this way.
You then come up here and
click send or schedule.
This is the final part in this process.
is, how frequently do
you want this to show up?
do you want this daily?
Do you want this monthly?
Do you want this weekly?
You pick.
I would recommend weekly or monthly.
Doing it every day is like, I.
That's a bit much, unless you're
dealing with high volume business.
We'll just pick weekly and this is gonna
be when it gets automatically sent.
'cause guys, when we set this up,
it's automatic, it's hands off,
it just sends them the reports.
So we'll do Monday at 10:00
AM That's perfect date range.
Last seven days.
This is how much you
want the report to be in.
We'll just leave it at that.
Make sure you have your proper email
in, you wanna put your subject line in.
This is really important.
Be, you know, business name.
So put in their business name and then do.
Weekly, report or stats,
something like that.
That's really, really important.
You pick the exact recipients you want.
Okay?
So what we're gonna do is we're
going to pick this right here,
and then you're going to pick a
message if you want to add it in.
but what I recommend you do first
before you schedule this is send this
to somebody so you can test this.
It's very, very important.
We're gonna send this right now.
We're gonna send a test email.
That way you've sent a
test and you can just.
Proof and make sure it looks good.
once everything looks good and
your report is done, you're
gonna click save and schedule.
And what this is gonna do is it's just
going to schedule this and it'll be
forever taken care of and hands off.
And this is what it's gonna look
like when you are done with this.
It's gonna look just like this.
It's gonna say weekly.
It'll have that green
bubble and then you're done.
And if you want to edit it further, you
could come in here, you click manage
permissions, duplicate to another account.
So you could send this.
To another sub-account.
If you have this, you know, looking
real good in the way you want it or
you just click delete and it's done.
And it's as simple as that, So guys,
it's super easy to get customer reports.
I just walked you through.
You can do it in five to 10 minutes.
You can make 'em look amazing
and it'll be automated.
You don't have to do anything.
Like that you show your clients
logically with data what you are doing.
' cause a lot of the time you sell
them, they're really excited, they're
happy, but then they have no clue what
you're doing and they think it's some
sort of magic spell when it's not.
So please make sure you have
customer reports set up.
It will help you so much.
So I believe that the app marketplace
on high level is going to be for
a lot of people, their biggest
income stream in 2026 and beyond.
I'm telling you, I see huge potential list
and high level is pushing it very far.
So in this video, what I'm gonna
show you is I'm gonna explain
to you what is this marketplace?
Okay?
What can you sell on it?
How to get on it, how to create an
account, and then how to list your
hard work so you can potentially
make that recurring income without
ever having to make a sales pitch.
So I'm gonna be walking you
through everything as video,
but first off, we definitely
have to go through what this is.
So you've probably seen this right here
on Agency View, the App Marketplace.
Also, if we come to Sub-Account View,
you'll also see the app Marketplace.
So what a lot of people think this is
okay, is a place where you just get third
party apps and plug them in a high level.
That is what it used to be.
A couple years ago, it has changed
drastically and you don't just have
to be a developer to get on here.
Now anyone can do this.
Anyone can create an account for free.
It's changed a lot and you can
list so much more than just apps.
So again, remember, this
isn't just for apps.
This is a bunch of different
stuff in high level.
Now you might be asking, well.
What can I resell in high level?
Because you've probably
done a lot of work.
You're watching this video right
now and you're like, well, how
can I make that passive income
off the things I already said?
Well, let me break down
all the stuff you can sell.
As of the making this video
on the map marketplace.
As you see here, it's not just apps.
It's so many other things on high level.
first off, you can sell your conversation
air, which is AI chatbots inside
a high level that you've built.
You can then sell custom js,
which is just custom code that'll add
extra features inside a high level.
You then can sell custom pages.
Which is an added page on your
dashboard or inside of high level.
You can sell conversation providers.
Which is stuff like WhatsApp,
telegram, all kinds of other things.
You can add in.
You can actually sell payment providers.
This one's a big one, which is like
alternatives to Stripe and Square, where
you can basically get people's cost downs.
You can list that.
You can then sell voice ai, which is
the AI agents to talk to on the phone.
You then can sell web widgets, okay?
Which are like little chat bots on
someone's website, which could be
a voice ai chat bot and whatnot.
You then can sell workflows, so your
automations that you've built, you can
make money off that passively, and then
you can sell your snapshots, which a
ton of people build these all the time.
And it's like, you might as well
get extra for your hard work.
So they're gonna be adding
to this list, no doubt.
But this is a lot of stuff and guys.
Anyone can sell this stuff.
This isn't like you have to be
some developer with a special pass.
Like you can create an account
in literally like three minutes.
I'm gonna show you in a sec
how to do, and, and, and you
can get that extra money.
And guys, this is the point I wanna make
really clear before we move on to the next
step, is that with this kind of stuff,
you've already built this stuff, okay?
This isn't like, oh, you're gonna
go back and start doing this.
Like most of you guys have a lot of
this, especially snapshots and workflows.
Why not list it on the marketplace
and potentially get passive income?
Hey, why not?
You definitely should.
and the crazy part about this, okay,
is this isn't just something high level
put out there and it's like, okay, here,
you know, make some passive income.
They've actually been giving awards
out for people with the best AI
agents and other stuff at the summit.
I mean, I pulled this up.
This was in the group.
This guy, I don't even know who this is.
This is not my picture.
This is all on high level space of group.
This guy got 13 grand for a
real estate AI agent, 13 grand.
Connects to high level in the marketplace.
Like this is the kind of stuff
that they're doing because
they see potential in this.
And there was a lot of other
winners of this program too.
So it's like you guys already have this
stuff, especially snapshots, put it on the
marketplace and potentially make money.
I mean, you could sell one of these for
500 bucks, you get one sale a month.
Dude, that's golden.
And I know people, okay.
And a lot of them that have done
stuff like this, whether it be,
you know, on their YouTube channel,
whether they list on the marketplace
and they make actual passive income.
You build it once and it sells
multiple times, so again, you've
already done the hard work.
You might as well monetize your hard work.
So you're probably now
wondering, well, this is awesome.
Declan the Almighty Wizard.
How do we make money off this?
How do I get set up right now?
Well, I'm gonna show you right now.
You're gonna come to Marketplace
dot go high level.com/signup.
Okay.
It's right there on the screen.
That's the URL you're gonna go to and
you'll be brought to a page like this.
You then need to fill out your first
name, last name, put in your company,
click the company size, role title,
put in your phone number and verify.
It'll send you a code, email,
then password, then agree
to this, then get started.
What's gonna happen though, is before
it's gonna basically allow you to get in.
You have to verify your email.
Also, a lot of people are
like, it's just frozen.
It's not, you have to verify your email.
So go through and do this.
I already have an account, so I'm not
gonna do this, but pause the video.
If you have to fill this out right
now, get started and then we're
gonna go back in and get building.
okay, so you gotta log in and it
should look something like this.
Okay?
So this is what your
dashboard should look like.
You have the app, dashboard, the testing,
see, your applications, my apps, which
is everything you have done and built,
product updates, notifications, asking
questions, and then your profile here.
So it's a very simple
dashboard, nothing complicated.
But what I want to do now is I wanna
walk you through setting up your
app on the marketplace and know.
When I say app, I mean any
of those options I listed
before, not an actual app.
they just call it app, but it could
be a voice wi a snapshot, whatever.
So now it's time to build our app.
Okay, so we're gonna come right
in here, app Dashboard, and
we're gonna click Create App.
So the first thing we're gonna do is
we're gonna put in the application name.
So what I'm gonna do for
the sake of this video.
Set up an AI voice agent
in the marketplace.
I'm not gonna be setting up a snapshot, or
an automation, but it's all very similar.
So you'll see what I'm saying here
in a sec, but I'm just gonna be for
the sake of the video setting stuff.
So we're gonna do AI, voice
agent, and we're gonna do hvac.
Then you're gonna want the app
type to be private or public.
Okay?
We're gonna do public.
You have who to target to use
the app, where to do subaccount.
It's much better.
Pick it.
Who can install the app?
You wanna have everyone.
'cause agency only is only gonna
be for agency admins as opposed
to it being in the subaccount
level listing type white label.
It's simpler.
We can also do the
standard non-white label.
So now we're gonna click create app.
So the first basic wave
of info has been done.
So now we have to come in and
we have to fill out all this
other details to get it listed.
So first, the name's already put in.
You're gonna need an app logo,
so make sure you follow these
guidelines and upload your app logo.
So I put mine in just like that.
Again, you put whatever logo you
want for the sake of the video.
We're doing that.
We're then gonna come in here
and we're gonna click category.
We're gonna do, it's under marketing.
Let's see.
We're gonna do lead generation.
That could be live chat too.
We'll do both.
So you're gonna put in your
categories, and this is how it's
gonna eat listed in the marketplace.
You're then gonna put in your tagline.
So this is what I've put in for
mind, that you're gonna have to
put in whatever your tagline is.
And then you gotta click a business niche.
So because this is in HVAC
bot, we're gonna find hvac.
I do not see it.
So that would be under home services.
Then you're gonna put
your company name in.
Then we're just gonna put
Wizard AI agent, okay?
That's just what you're gonna put
your company name right in there.
then you're gonna put your website in.
This is not required, but I recommend
you do it 'cause it's a free back link.
Why not?
So you just put your website in, just
like that, and then you're good to go.
So make sure you go through and
you make sure all this info has
been filled out and it looks right.
Then what we're gonna do
is we're gonna click save.
Then once we have this first
part saved, we're then gonna
go to listing configuration.
But this has already been done so
we don't have to go through it.
Then we're gonna go to app profile.
So this is really important.
Okay?
First thing you have to put in an app
description, guys, again, remember
this is going on a marketplace
with a bunch of other stuff, so
you wanna fill this out properly.
So when people click on your snapshot
website, app, whatever you did, they
can see exactly what this is about.
That's the whole point of, so you
wanna be as in depth as possible.
So now you're gonna sit and you're
gonna put in your app description.
So this is what I've put in.
If you want to see, it's
got a bunch of stuff.
You don't have to go that in depth,
but I like to be very thorough with it.
So this is what I have put in.
Now what you're gonna need is you're gonna
need preview images for your application.
So we gotta upload some of these so
they can kind of see what this is about.
So you wanna pause and upload.
And again, these are the
exact dimensions they ask for.
So then you upload your exact image
and then right here, what's really
important is if you have a preview,
okay, where you like go over like almost
a mini demo, put the YouTube bureau
on here so people can watch and learn.
Really important to do if you are
trying to actually sell this and you
want something a little more intuitive.
'cause I've seen stuff out there
where it's like, Hey, just use this
thing and then there's no info on it.
And it's like, what even are you selling?
Okay, so I saved it, but there's a
couple key details that we left out.
Okay.
So we gotta get rid of all GHL references.
Okay?
I did not know that, but we will do that.
I'm see if it doesn't now.
So it's Jeep and GH L's.
Gotta go.
Okay, so that's good.
Now we have to add more images.
So we need three images to upload.
Just like you saw before, make sure
there isn't a reference to high level
and a lot, it has to do with trademark.
right, so not even GHL
you can't put in there.
And then you have three, images to
put in at the minimum so they can
see, you know, previews of your, so
we're gonna make sure we click save.
We're then gonna go to support details.
So the only ones you have to fill out
here is a port email and a phone number.
But I would honestly
recommend you fill up.
All of these, again, you do not have
to if you're in a rush, but let's go
through and fill out all of these.
So I'm gonna put in our support email.
We're then gonna put in
our documentation URL.
Okay, perfect.
By the way, this is all fictitious.
Then we're gonna put in
our support website, URL.
I'm gonna paste that right in like
that, and then support phone number.
You have to have one of these
Again, it has a little star,
so you're gonna have to do it.
So we're gonna put that in.
So we'll paste that, just like that.
Then we're gonna put the terms and
conditions and the privacy policy.
Again, these things aren't starred.
These are the only two you have to put
in, but we're gonna fill this in anyway,
because we have to, and, and as you guys
are seeing, this is not complicated stuff.
Like anyone can set this up.
Like it's not like we're going through
all this complicated API stuff.
It's pretty simple.
So then we're gonna paste just like that.
Then we're gonna put in
the privacy policy URL.
I'm gonna paste that right in there, and
then what you do, everything looks good.
We have everything filled out.
We're then going to click
save, just like that.
Then getting started guide.
So this can help very, very much.
Where you can put a URL in, which could
be like a funnel or any page on high
level that goes through like an entire
setup sequence, got video embedded.
I recommend you do this now if you're
just trying to get an app out quickly.
Don't do this, but if you are, I
recommend you go in and you properly
put, some sort of page in there
because again, people get lost.
We all do.
Even I do.
It's very good to have as much
support as possible because there's
nothing worse than getting on signing.
There's no data on it.
I mean, it's not like people are
gonna have, you know, your app on,
uh, YouTube because it's your app.
So it's like you gotta have the support.
So this is the kind of stuff that's
gonna help it, sell and whatnot.
So then we move on to pricing.
Very, very important.
Okay.
So we have three different options.
Free, which is what it sounds like.
Free freemium.
Okay.
Which is like it's free, and then
there's upsells later, and then
paid, which is just straight up.
You just pay for it.
So you can either pick free or
freemium, and from there you
come in and you click add plan.
If you wanna put in that upsell or
what they charge later, but for paid.
Okay, we're gonna click confirm and what
it's gonna do is it's gonna turn it into.
A paid application snapshot,
voice agent, whatever.
And you can use within high levels
platform, which is Stripe and the
stuff, it's all just connected.
Or you could use an external
payment page, which you'd link
right here, which would be a place
where they can go to get set app.
I recommend doing this.
It's much easier.
and then you can add in your pricing plan.
So you have one time, monthly,
yearly, and you literally just put in.
2,500. We'll just put
that for, that's a lot.
And we'll just do AI agents.
Hvac.
Again, you're just filling in.
It's very obvious.
It's not complicated.
And then you can add
anything with said feature.
And then from there you save and
you now have that payment plan.
Now here's the thing in your
account, because it's kinda high
level, it'll be using your stripe.
and then right here, really
important, do you want to provide
a free trial for your app?
Yes, you want a free
trial, or no, you don't.
That's up to you.
Again, for an AI agent, you may
want a free trial, but that is
up to you and your discretion.
So that's really all you gotta do.
And then you click save, and then
you'll see update successfully.
You're good to go.
Now this is the really important part.
This is where we're gonna
pick exactly what you do.
So you saw earlier in the video,
these are all your options of
what you wanna sell on high level.
For us, we're gonna be using
the voice AI agent, and that's
what we're gonna be selling.
So we're gonna click voice ai.
And guys, just to let you
know, they're all so similar.
So once you learn one,
you kinda learn most.
So we're gonna toggle this on, okay?
And then what we're gonna do is
we're gonna come back to high level.
We're gonna come to AI agents, we're
gonna come to voice ai, we're gonna click
agent list, and we're gonna go right here.
We're gonna click copy
roll for Marketplace.
It's copied.
We come back and we paste, said template.
Then we click submit and
boom, it took Rebecca.
That is not Rebecca, but, we
can switch that if you want.
Right there.
You just click X and add
something in like that.
And then the use case.
What we do is we're just
gonna do lead qualification.
And then again, you can put an agent
description if you want, but that's
how we get the AI agent in there.
We come right in and we put in, so to come
to conversation ai, okay, we come to Mary.
Same thing, you'll see it.
And with any other thing that's listed
on here, you very simply go in and
you just pull it and plug it in.
It's just like I showed
you, it's very simple.
High level, makes it very easy.
So that's it.
So now we're like, okay, good.
We have our AI voice agent plugged in.
We then click save.
So from there, we are now
plugged in and good to go.
Now you have a couple extra stuff
down here, like stuff with web
hooks and extra, things you can add.
And then you also have like the
reviews of it, your earnings, how
much you're making or review history.
And this is all for, um, basically the app
you just created, but you just created.
So it's not gonna be there.
So then we're gonna go to the app
dashboard, and you're gonna see
right here that your AI agent.
It is ready to go.
It's in here.
It is now part of you, but you'll see
that it's a draft versus these that are
live, but it's because these are private,
which means they go through automatically.
These are public.
So if we were to come back to my
apps, okay, I just wanna show you
this really quick, and we come to edit
and we were to come to, where was it?
It should be in here.
We do private watch this, we save this.
And then we come to my
apps, you'll see it's live.
'cause it doesn't need to
be submitted for a view.
But if you want it public
on the marketplace, okay,
that's coming in right here.
And being able to find said,
AI agent on said marketplace.
It has to get approved.
Hey, which isn't hard to do, but we're
gonna come back here and what we're
gonna do is we're gonna click edit.
We're gonna do public and
we're gonna click save.
But then what we need to do
is we need to click this right
here to submit for review.
So you're gonna come right in here.
You can read this says, marketplace
apps are manually viewed by Go
High levels Marketplace team.
An initial review will be done within.
10 business days.
If any information provided is
incorrect and complete, we'll
contact you with feedback.
Any, uh, you know, changes,
blah, blah, blah, blah, blah.
Simple like that.
Not super complicated.
You can read it, but from
there, we're gonna go next.
Then you're gonna put in
a demonstration video.
And then you're gonna basically
share a video that goes over
how data and usage in the app.
And then basically what you're gonna do
is you're gonna share test credentials,
and then any other details that
help the team kind of understand it.
'cause again, they don't want you like
out here scamming people, but then
you click submit for review and then
your app will basically be put into.
Said marketplace, once it gets
approved, should be either email
notification and then you're good to go.
So that's essentially how you do it.
It's very simple, it's very easy.
And what I want to kind
of impart on you now.
A lot of you guys have a ton of snapshots.
A lot of you guys have AI
agents, you have all this.
I recommend you get on
and you start putting it.
I mean, you can see right here, these
are some random AI agents, people created
and you can see right up here, these are
the amount of minutes that's been used.
Like that's a decent amount.
These are people plugging in
stuff and people are using this
like they ain't got reviews.
Like this is only gonna get bigger.
Like for you guys that are shy
and hate selling and are like,
yeah, I don't wanna do that.
I don't wanna sell to
regular agency services.
This is what you need to be doing.
Like there's so many different ways
to make money in high level and with
this kind of stuff, it's like so easy.
Now, again, don't expect to just.
Put it out there and immediately get rich.
That's not the way this works.
You have to make sure it's optimized.
You have to put volume into
it, and you have to do so.
But if you do this for a long time and
you actually get onto the marketplace
and you start getting reviews, , you
know, other people leave your reviews,
your stuff's gonna get pushed to the
top and it's just gonna do a lot more.
So again, guys, I really think
that this is a game changer.
I think this is going to be the
future for shy people and just
really all of your hard work.
Like snapshots, AI agents, all
this stuff you built like this
is a great place to put it.
So again, like make sure you
do this ASAP because this is
going to change everything.
So before we go into the settings down
here, I just wanna make this really clear,
'cause this is very, very important.
Settings on each sub account
are basically the admin side
of all of the things on here.
It has those final things that basically
complete everything on the main dashboard.
And I get so many questions about
custom values, how to configure emails,
getting phone numbers, all these little
things that make all of this work.
Tags opportunities, everything.
And if they just understood the settings,
they would understand all of it.
please, again, pay really close attention.
'cause this video may not be the most
exciting, but it will answer so many of
your questions and just give you that much
more in-depth knowledge of how the entire
go high level subaccount system works.
So you'll just be like
a master way faster.
Trust me.
Like when I really dived
into settings, it clicked.
Way better.
So you are gonna come into your
sub account and you're gonna
go right down to settings.
Okay?
And we'll be brought to these right here.
So I'm gonna go through each
one of these and what they do.
So first up is business profile settings,
and all this is is the main admin panel.
and this is actually tied to
custom values a lot of the time.
So it's important to understand that these
are where the default data slash settings
and IDs for your sub account goes.
So the first thing in general
information, you're gonna have your
location ID anytime you use support and
they want to know where subaccount is.
You gonna need this,
this is the exact code.
Okay?
It's the ID.
that differentiates subaccounts,
so it's unique to this subaccount
and they all have them.
Then you can have a business logo and then
a bunch of different business information.
So legal business name,
email, your branded domain,
your website, your API key.
In general information, and a
lot of people don't have this
filled out, I recommend you come
through, you fill everything out.
You can put the exact name with
your EIN, upload your logo.
Trust me.
It just makes everything that much
cleaner and you always just click
update information when you're done.
Then over here you have
your physical address.
This should already be filled in when you.
Signed up with high level, but it will
just be the address of your business.
Trust me, when this is all filled
out, it makes a bunch of the other
stuff easy because it pre-populates.
Then you have business information.
Okay, so this is like the legitimate legal
side of things, so it'll be your EIN.
Okay.
Any sort of registration ID
industry again, super good If
you are having stuff like a two B
verification, because this will help.
So make sure you plug in all
of that, or your client stuff.
And guys, this, it just makes such a
big difference in the long run when
you're trying to do stuff quickly.
That authorized representative, this
is going to be the user, the person
that basically runs, said subaccount.
Really important that you fill this
out, whoever it is, whether it be you,
whether it be a va, whether it be the
business owner, build this out with all
their stuff and click update information.
then we have general.
So this just has a couple different
major settings across the entire
sub account that you could do.
So you can allow duplicate opportunities,
merge contacts, disabled time zone, bot
prevention, mark emails, inval you to
hard balance, which I recommend you check
on if you are doing email marketing.
These are just a couple things that
you only can find here that have
to do with other things out here.
So it depends on what you're trying to do.
Okay.
this is where you would tick
on those other settings.
And then right down here, this will
link to other parts of the subaccount.
So back in the day, You used to have boxes
for SMS compliance right here to click.
You had your voicemail box,
you could click and you had
missed call, text back all here.
They recently changed that.
Guys, this is 2025.
It's different.
They now have it just linking.
If we click looking for call and voicemail
settings, it's gonna take us to the
phone numbers section of go high level.
See it brought us right down to phone
numbers, but it's not right here.
We actually have to go to voicemail
and missed call, text back.
So back in the day, it used to just
be right in sentence, but now we
actually have to go another step.
And then right in here, you can
actually upload your voicemail.
so you can have a default
voicemail for this sub account.
you literally just click upload
file and you upload said voicemail.
You can pick your in calling
timeout, how long you want it to
basically go before it answer.
And then here's where you can enable
the missed call text back box So
again guys, it's recently changed.
but that's where you would click
it and then you're good to go.
That is where you will check these
boxes that used to be there so
you can get that little fine tune.
So now we're backing business profile.
That's what happens when you click this.
So as you see right here, we were just
visiting this, but remember we also had
the missed call text back, and that was
right below this under phone numbers.
So again, I just wanna make this clear.
They move that, but you just
click that and follow the exact
instructions I did to get to that.
Then under phone numbers also is the
SMS compliance, which is two boxes
you can check, which I recommend you
do, which will help that are actually
underneath phone numbers again,
So if we click go to SMS compliance
settings, they will pop up here as well.
So we come right in phone numbers
under advanced settings and we're
gonna go all the way over to SMS
Compliance and these two boxes
you're gonna want to have checked on.
Okay?
One is making sure that you
have an opt out and the other is
making sure you are compliant.
By adding sender information.
So you can check these on or off.
I recommend you have them on.
It's good compliance practice,
you have to click into this
and go to this to find these.
They're not in the subaccount
anymore, but these are default
settings on the subaccount.
So that's where these three boxes go.
You just click 'em and you follow
the exact instructions I have.
last, but not least, we have basically
allowing duplicate opportunities, which
is just allowing in your pipelines
to have two of the same opportunity.
And you can toggle this on or
you can toggle it off, you pick.
But that is the business profile.
And again, all this is, is it's
the base general information.
For the entire sub-account.
Next we're gonna go to billing.
This is actually really cool
because this is where all of your.
Financial transactions within a
subaccount are so right in here,
you'll see all the marketplace apps you
have, and then you'll see the add-on.
So we added WhatsApp onto the subaccount.
So you'll see, okay, I'm
paying 10 bucks from this.
you'll see you're paying for,
Yext or whatever you're using.
It'll all pop up right here.
So if you're ever wondering what
you are paying for in a sub account,
you always come down to billing.
And then in payments,
You will have your.
Credit card information up here.
so it's always there, any
sort of billing information.
And then you'll see all of the
charges for this sub account.
so handy if you're wondering
like, what am I paying?
What's going in, what's going out?
You can see it all within payments
and then in wallets and transactions.
Every sub account has a wallet, okay?
and those wallets get deducted, okay?
From this balance to pay for
any sort of upselling thing.
So, AI features, email, SMS,
all those little things.
And this is where you will see
every single little charge.
So every text message that went out,
every email, you'll basically just see.
All of that right in here.
I mean, you can see right here
in WhatsApp, conversation, it's
showing you how much has been
spent and how that all works.
So this is pretty cool
because you can dictate that.
And then you can also
dictate the auto recharge.
So once your balance gets
below, let's say 10 bucks, it'll
recharge with 50 or a hundred.
Now again, it's a little bit too much,
but you decide, and the cool thing
about this guys is it gives you that
little bit of flexibility to understand
what's going on in your sub cast.
You're not just going.
It's all put in neatly under
subscriptions, payments, wallet,
transactions, so you can see every
single financial transaction going
in and out of your sub account.
Then we're gonna move on to my staff.
Okay.
This is very, very important.
So your staff are the users
of a subaccount, okay?
These are the people you
give access to, to control.
Yes.
You get.
Your sub account, and this can be a
va, this can be a business owner, it
can be you, it can be your mom, it
can be your dad, it can be your cat.
They can't use it, but you get the idea.
It can be anyone.
you can give them access to
either everything or some stuff.
the first thing I wanna show you
is you can pick the user role just
to see who's where, right here.
So to add these users, we're just
gonna click add user right here, and
you're gonna go through some info.
So you're going to put in The name.
So you're just gonna put in your name or
their name, whoever you're putting in.
Declan, add to gmail.com.
You put in your phone number, you can
select people to add them to calendars.
You can add basic signatures.
You can add all this
stuff into their account.
even a profile photo.
I recommend you do, because then
you can basically distinguish, okay,
this is a va, this is the business
owner, and then you just click next.
Now in roles and permissions for every
single user, you can let them have access
to certain things By doing that, you
just leave these toggled on and check
these boxes, or if you don't want them
getting access to these, you click off.
So if you're wondering, all of the
stuff you're giving access to is
the sub account, so you could give
them access to conversations or not.
So we would come right down to,
conversations, and we could literally
toggle this off and then they
wouldn't get access to conversations.
So you decide exactly what you
want each one to get access to.
Very handy.
Very powerful.
This way you have complete control 'cause
you are the main admin of everything.
And then right in here
you have user or admin.
The only difference is admin
has access to the contacts.
a user doesn't, but you can toggle
still on and off everything.
So they're very similar, but
you can go through, you can pick
exactly what you want for this.
Say, I want them to have this, this,
that, and you decide exactly what features
you want them to access to and this
can be really good because if you have
somebody that comes in that is not tet
friendly and you don't want them having
access to your website or a bunch of
stuff, 'cause they might mess it up.
So then once you see everything that's
good and you say, I want them to have
access to everything, you then click save.
And then you can scroll right down
here and you can plug in, their
voicemail settings so you can
upload their own personal voicemail.
You then have a user availability,
so this is what hours do they work?
When are they available?
Again, you pick exactly what.
day, what time, and
then what time may end.
That way, they would be only available
through calendars on this specific time,
because what happens is with calendars,
it will pull this information based on
the users of the people taking the calls.
So this is how you configure that on
every single person in your sub-account.
Then you have calendar configuration.
Google Calendar Outlook or whatever
you're using for your calendar
system in here, and then you can
add in Zoom or Google Meet or
whatever you use right through here.
Then we have notification settings.
So this is just turning on notifications
for this user, and you just go through
exactly what you want, you click on or
off, and when you're done, you click save.
It's as simple as that,
and you're good to go.
So all of these features are just.
For users.
It just enables you to have a little
more flexibility over the people
you allow in your sub account.
And what you can also do, which is
when someone first signs up with you,
You can come right into Launchpad and
come right down here and click add.
And what this will do is you can just plug
in an email address, click send invite,
and it's gonna send them access in a user
form so they can immediately get signed
up if you don't want to add it manually.
But this is just how you
would do it manually.
And once you have all your users here,
you can toggle between admin and user.
You can click edit to re-edit each,
account, or you can click delete and it
will get rid of them from the location.
But this way you have access
and full functionality of your
team, your employees, whatever.
This is where your added
right through my staff.
So now we have
opportunities and pipelines.
So really all this is, is
a couple basic settings on
opportunities within your account.
So if we come right in here, you
have a couple Denise, so we can
turn this off entirely, which
is allowed different owners of
contacts and their opportunities.
Or you can turn it on.
And then right in here,
you have two options.
You can automatically make opportunity
owner a follower of a contact.
So that's basically allowing an
opportunity to meaningly connect
to a contact, or automatically
make a contact owner follow of an
opportunity, which is the inverse
of that, and you can just select.
These on or off.
Then you click save
changes and you're done.
You can do the exact
same thing right here.
this is just a little more
functionality over your pipelines.
Remember what I said before, guys,
down in settings, it's just these
little things that tweak much bigger
things up on the sub-account level.
this is where you'd access it.
Then we go to automation.
these are just the
global workflow settings.
in here, the first thing you see
is unlock the workflow ProPlan.
You are using premium actions and
triggers, which is just part of
automations, which is usually if
you're using third parties to add
in, you can buy it right here.
Then we have notifications.
Okay, so this is turning on notifications
via pipelines for said users.
So you select the exact user want, you
click them, and then you click save.
And then right down here you have.
Pause workflow.
So temporally pause, selected workflows,
putting them in draft state during a
specific period so you can select an exact
time and the exact workflow and then click
save or add a date annually and it'll
just pause them and you're good to go.
So this is just simple
things on automations to add.
but a lot of this can be done
through the automations as well.
this is where you would access
all of this information.
So it's just good to know
exactly what this tab does.
Now we have calendars.
when you create calendars, you
actually do it in settings.
You don't do it in calendars.
Calendars is just where you see
your appointments, your calendar,
and basic stuff like that.
And it's all through these two tabs.
To create calendars like this and
group service menus, rooms, et cetera,
and creating the calendar itself.
You actually have to come and click
calendar settings and look what happens.
It takes us all the way down to
calendars, So there's nothing else like
this in your go high level account.
so this is the one odd one where
it's actually all in settings and to
get to it, you can just come right
into calendars and click calendar
settings and that's where you at.
And a lot of people get really confused
'cause they're like, I went to calendars
and I didn't see where to build a calendar
is 'cause it's actually in settings.
So it's a little bit different.
So just to let you know, I have a full
video dedicated to creating calendars
for every niche on another video on
my channel called Calendars tutorial.
So please go watch that because
That goes in depth on this.
I'm just showing you
how to access it, okay.
But that video, it's full on my channel.
Please go check it out.
It's amazing.
But that's where you will do
everything with calendars and
actually learn how to do this.
Then we go down to conversation ai.
This is where you build AI chatbots.
Again, full video on this, on my channel.
I'm not gonna be going in
depth in this video because I'm
just showing you where it is.
This used to only be available in
settings, but actually, if you come
to your sub account, you can go to AI
agents and it is the exact same thing.
Ready?
We click conversation ai.
it's just now active right through here
because it's a very popular feature,
but that's where you would find it.
so you don't really need to come
into settings in order to do this.
You can just come right into AI
agents, click it and you're good
to go on your main set account.
Again, I have a full video on
my channel going so in depth.
It's probably the best video on go
high level AI chatbots available on
YouTube, so please go check it out.
But this is where you'd access it.
Same with AI voice agents.
If you come right in here and we
click voice ai, it is the exact.
Same thing, one is up
here through AI agents.
The other is right down here,
and then you're good to go.
So it's very, very simple.
It's very straightforward.
Again, guys, if you wanna learn how
to create AI chatbots or AI voice
agents, I have full videos on my
channel going in depth over this,
I highly recommend you go watch
those because it will explain
in depth how you do this.
This video is just settings.
I'm just showing you what each
of these does, so it makes sense.
Now we're gonna move on to email services.
That will be in your sub account
under marketing, under emails.
That's where you'll be sending
out campaigns and contacts.
That's where you do the
actual sending of the email.
This is configuring, okay, what
provider you're using and what
dedicated domain are you're using.
So you can either use mail gun
or you can use Lead Connector.
I recommend you use Lead Connector.
Dedicated domain and ip and you can add a
dedicated domain and IP to this account.
so your email campaigns, whether
that be cold email or warm
email, don't land in spam.
They land in inbox.
And I have a full video on this
subject 'cause it's so in depth.
So please check it on my channel 'cause
it's an email marketing masterclass.
But just know.
In your settings.
This is where you set that up, okay?
And then in here you have all of
the basic settings for emails in
general across go high level, so
you know where it's forwarding.
Addresses from, addresses, blind
carbon, copy, all your email analytics.
Anything requiring email verification,
more analytics, postmaster tools,
which is even more in depth
analytics and so on and so forth.
That's what the email services
does in your subaccount settings.
It determines the core email
and the settings on the email
that you send in your account.
Okay.
From marketing and contacts.
So it's not how you send emails,
it's configuring it so you're
sending emails the right way.
So definitely check that out
'cause it's very important.
Then we have.
Phone numbers, right?
So this is where you will buy phone
numbers inside of go high level, and to
add a phone number, you come right in
here, you click add phone number, You
pick exactly which one you want, or you
can come right into filter and you can
click, whether it be local or toll free.
You can pick first part or last part
so you can get an area code in there.
Then you select exactly what
you want, you apply, and then
you just click Proceed to buy.
Once you click it costs
a dollar, $2, whatever.
And then you're done.
in phone numbers, this is where you'll see
all of the usage based on the subaccount.
Your trust center where you get a
two P verified messaging analytics.
These are all the analytics
on your text messages.
Then advanced settings, which we
went to earlier in the video, which
will have all of the smaller stuff
configuring your phone number.
On this sub-account,
this is very important.
If you are sending text message
blasts, the settings will be
configured in here, not up there.
It's down in settings.
That's where you do all the little
stuff like compliance, Number
intelligence, all the little tweaks
that will make everything perform
better, that is found in the settings.
Under phone numbers.
And again, I have old
videos on SMS marketing.
If you wanna learn how to send SMS right
way, get in people's inbox, get clients
with SMS, create automations using SMS.
It's on my channel, so
please check that out.
but just know that phone numbers
is where you'll buy the phone
number and configure said settings.
So you can come back up here
into context and launch your
text message blasts the right.
Way.
Then we have WhatsApp.
So this is where you will manage
all of your WhatsApp numbers.
And to add WhatsApp numbers, you
just click add number and follow said
steps this is where you'll configure
it in Go high level if you want.
This is where you will do it.
You'll come in here and you fall
along, and then you get verified.
You create your number, and then
you can basically start sending
WhatsApp messages in contacts.
You can even send WhatsApp blasts.
It's a great way to get clients.
It's great for overseas people.
It's relatively cheap, this is where
you will manage everything WhatsApp
related in your sub accounts.
just in case your WhatsApp
dashboard doesn't look like this
and it looks like this, this just
means you have to buy WhatsApp.
On your sub account, whether you
are on someone's white label or
your own, and you have to buy it
so you can get access to this.
'cause remember, WhatsApp is
a paid service to connect to
chatbots and all that stuff.
high level, I think it's $10 or whatever.
you can find how much it costs,
on the back end, but if it doesn't
look out, you'll just put in
your credit card and get it.
And then you'll have this exact same
dashboard so that you can get started.
That's what's happened in a nutshell.
It'll be all found in the settings
through here to configure everything.
So to access custom objects, you're
gonna come right in your sub account.
You're gonna click settings and you're
gonna scroll all the way down to
objects and you are going to click it.
So before I can create these for you,
I first have to explain what these are.
'cause they are a bit complex.
If you've never did anything
with databases before.
So let me explain this to you.
Custom objects put simply
are just objects inside.
I go high, low.
For example, a pet, a car,
a toy, a tree, a house.
Whatever object.
And what you do in high level is you
create these categories, then you have
unique identifiers under each category.
That way you could have multiple
cats, multiple cars, and multiple
toys, you can go a step further,
And have unique identifiers
for as many pets as you want.
It gives you ultimate customization.
This is why this feature is so powerful.
So you could have a pet, Then underneath
here, you could have two different
pets, Which are custom objects.
So you could have a pet named
Skittles, And it's a Persian cat.
Then you could have another pet
named, Ruby, and that cat would be a.
House Cat, or with car, You could create
a custom object for cars and then you
can create objects underneath that.
'cause remember, these are the
categories, The custom objects
are the things that you put in.
You could have a Toyota that's 2025 under
car, and you could also have a Ferrari.
That would be 2018,
and you can keep going.
You can create as many unique
identifiers as you want for each one.
That way you can have as many
of an object as you want with as
many different unique identifiers.
That way, if you have a bigger company,
okay, let's say a real estate company, you
can list all the properties, the address,
The zip code, the price.
This is how you get this customization.
It's through custom objects.
so just to let you know, a
contact record inside of Go
high level is a custom object.
It's the first custom object
that's ever been there.
But now that they added this,
you can have whatever you want.
I mean, whatever business
you have, you can add it in.
Then you can have as many as
you want underneath each one.
So you have unique identifiers.
That way you have unlimited objects
inside of go high level, so now
you can really create anything.
So you're probably like,
Declan, this is cool.
This is great.
you explain custom objects.
This is, you know, this is dandy,
but how do I make money with it?
So I'm gonna break that down.
So how do you make money
with custom objects?
The first thing is it's way more data.
Save extra customer info, like
pet names or favorite toys.
You understand them better.
You now basically get way more data
on each subaccount, the second point
of making money is you can create
highly targeted offers with this.
So you could send irresistible deals
like premium dog food for Fido's owners.
Okay?
So if you have someone in your CRM,
that owns a dog named Fido, you
can basically highly target them
down to like their favorite food
or their favorite birthday dessert.
It basically creates ways for you to get
that much more narrow in your offers.
Guys, the dollars are in the depth
and the riches are in the niches.
If you can get so niche, okay,
and so targeted, your customer
will see this and go, that's me.
And high level has this
ability with custom objects.
Okay?
Number three, automations and ai.
With more data comes money You can
plug custom objects into automations.
I'm gonna show you how to do it
later in the video, don't worry.
But with ai, AI has to
pull from something.
This is what people don't understand.
It doesn't just make stuff
up, it pulls from a database.
That is how AI learns.
So if you have a database that has cars,
but also their mileage, also their color,
also their make, also their owners.
And literally every bit of data on a
car, you have so much more to give the
ai, which will work that much better.
It's just giving you so much
more data and high level.
Never had this before.
And it was one of the things that
hurt them because you could only go
so far because you could really just
have contact records and that's it.
Now you have Supreme Data,
which is the custom objects.
Last but not least, you
can fully customize.
Go high level.
I mean, like you can service pretty
much anyone now with custom objects,
real estate in depth law firms.
Veterinary clinics.
I mean, you name it, you can
now do it with go high level.
Before you weren't able to do that, but
custom objects lets you create anything.
I mean, this is one of the most powerful
things in high level, and it's so
powerful that at the summit, Varun,
one of the co-founders of Go High level
said this was one of the most exciting
projects and the thing that will change
high level the most, check this out.
That's why a lot of people gravitated
towards Salesforce and HubSpot.
These CRMs were so much more
powerful because they have the
database of custom objects.
You can get that much more narrow.
High level is just websites,
marketing, et cetera.
But now with custom objects,
they're becoming like Salesforce.
They're becoming like HubSpot.
It's so much more advanced.
So for all the people that are like super
in the databases that are much more high
level, you understand what I'm getting?
You're nodding your head because you now.
See that they have that piece
that they were missing forever.
So guys, custom objects are huge.
It may be one of the biggest things
high level puts in, and I know right
now you're like, eh, not really.
' cause you may not understand this fully,
but just know that this is something
they never have and now they have it.
And it's actually the big thing that
other CRMs like HubSpot and Salesforce
are really big dogs have that.
That is why it's so important that
you learn what's in this video.
Okay, so now that you understand
custom objects and they make
sense, We now can create them.
So make sure your backend
objects, which you went through
in the beginning of the video.
And we're gonna click add Custom
Object, and it's gonna be brought
to a page that looks like this.
So as you see right here, you
put in the custom object here.
So what is it?
Is it a cat, an animal, a dog, a
house, a tree, a bird, a airplane.
Whatever the custom object is,
you're gonna put it in here.
So what we're gonna do is
we're gonna do car just because
it's a great example, okay?
And there's a lot you can do,
but you can do this for anything.
Remember, anything you can
create, you can put in here.
So car, and then right in
here, you're just gonna put the
plural, which is just multiple.
So it'd be car and then.
Cars then right in here.
This is the really important part.
This is the primary display field.
so remember back earlier in the
slide where I showed you, you
can have unique identifiers.
This is going to be the primary
unique identifier that makes sure
that each custom object is unique.
you have pet, but then you would have
pet name or pet breed, whatever it is,
or dog breed or whatever object you have.
This is the first unique identifier,
and you can have as many unique
identifiers as you want, but
there's always going to be one.
Primary that completely distinguishes
each custom object apart.
Because remember, under pets or under cats
or dogs, you could have multiple dogs.
So right in here, what you
could put was VIN number.
That was a thing that makes
every single car different.
Or you could do license plate number
anything that makes it super different.
Remember, this is the.
First identifier, we can put more
underneath, but this is the primer.
So we're just gonna do vid number
and we're just gonna do seven.
I don't know, I dunno what this is.
I'm just making this up.
say you put yours in here, so
then we're gonna put it in.
Okay?
And right here, just to let you know, this
is just the internal name in the back end.
It's kinda like a custom field
custom value that it's putting in.
So don't even worry about that.
But then you have an icon
to basically put this in.
So what we're gonna do, is we're going
to put in a card and have literally
every icon you could ever want, but
we're just gonna put in this right here.
so we have this right here, and
then you can enter in a description.
So we're just gonna do all car types,
and you put in whatever you want.
Just another little descriptor
of the custom object.
So once you have the custom object
complete, you're good to go.
This down here, don't worry about this,
I'm gonna go over this later on the video.
This, what this means in the
custom fields is just more.
Primary display fields,
unique identifiers.
Remember what I talked about
before, the unique identifiers.
That's just more of these, which
I'll show you how to add in a second.
So what we're gonna do is we're
gonna double check everything,
make sure everything looks good.
Then we're gonna click
create Custom Object.
so as you see here now, we
created the custom object.
So one thing I wanna make really clear,
and I don't see anyone else really
talking about this because it can be
very confusing, is what you're creating
right now is a custom object, but
it's a custom object category because
really a custom object is one of the
cars underneath the custom object.
So yes, it's a custom object, but think
of these as custom object categories.
'cause then we can put in Toyota Corolla.
We can put in, you know, Ford Fiesta,
we can put in Subaru Outback, we can
put in all of the car types and the
cars, which are the custom objects.
So think of this as the
category for the custom object.
'cause you don't just create one,
you create multiple underneath of it.
So once you create the custom
object, if we go back here, you will
see on your dashboard the custom
object actually pops up right here.
Okay?
It actually hops right in here and it
is now a custom object, So this is where
you would see all of your custom objects.
So I don't know why it says two cars up
there, 'cause we haven't created these.
I think that's a glitch.
but this is where you
would see all of the.
Custom objects that you have.
So now that you have the category
of cars, you now need to add
Objects, which are cars.
So when we come right in here into the
custom object category, we click add car.
We now can add in a car.
We're gonna then save this.
Okay.
Go back.
And now we see, okay.
Our car inside of custom
objects, we're like, okay, cool.
But here's the problem.
We now have a car.
By just a VIN number.
That's it.
That's gonna be a nightmare to
go through and be like, okay, we
just have a bunch of VIN numbers.
I have no clue.
We now want to add more
unique identifiers.
Remember I talked about the
fields, the custom fields so we
can understand, okay, how many cars
and what different types of cars.
So what we'll then do, is we're
gonna come back to settings.
And we're gonna go all the way back
down to custom objects and we're
gonna come right in here to cars.
and we're gonna click these three dots
and we're gonna click add Custom field.
So we're gonna do a single line, okay?
And then we're gonna come right in here.
So what we're gonna do
is we're going to do.
Brand.
Okay.
The object is gonna be car.
You're gonna pick whatever
object you want member.
You can do a contact opportunity.
And by the way, all of the objects
you create will pop right up in here.
So you can add this to it.
Then the group will just be car info.
It's just gonna pick whatever you have,
and then we're going to click safe.
So what we're gonna do is we're
gonna come back to objects.
Click add Custom fields, single line.
Click next.
And what I'm gonna do is I'm now
gonna do color as you see right here.
We're gonna do car, make sure it's
all good car info, and click save.
So now we're like, okay, now we
have two more unique identifiers.
I like this.
Now we're gonna go back 'cause this
will give us a little more data.
We're gonna come back to cars, okay?
And as you see right here,
you'll come right here.
You'll click this pencil, you will
now see that it has brand and color.
So we can go, oh sweet.
We can do Toyota.
Okay.
And that's how you spell it.
And then what we're gonna do is we're
gonna do green and we're going to save.
So now in here, you now have
a Toyota that's green and its
vin number is 7 7 7 7 7 7.
Really good.
So now you see right here you can see,
oh my gosh, look, I see the database.
So you guys kind of see
where I'm going with this.
You got a database now of objects with
all of the info you could possibly want.
So you could have a
gazillion different items.
In high level it's the
ultimate customization.
And just a little tip, if you
come in here, come right in here.
You can decide what fields
you wanna see in here.
So if I get rid of color, okay, and we
click apply, it's gonna get rid of color
right here, but we don't want that.
We want as many, pieces
of data info as possible.
So we're gonna select that, we're gonna
apply so it comes back that way we
can see, okay, color, and we're good.
So just to give you one more
example, we can add another car.
Okay?
But now what we want to
do is make sure that we.
Change it up.
So we have two cars.
We don't have one car, we got two.
So if we click add car again, remember
the primary field we put in first.
As a VIN number.
Remember you'd put whatever the
un identifiers, 'cause remember
there's one that's main and
then there's more after that.
And then after we create it, you see right
down here, we then put in the brand and
we're gonna do Ford and we're gonna do.
Black and we're gonna click save, and
now we have another car in the database.
That is a Ford and it's black
and its VIN number is 8 88.
So you can create as many cars objects
underneath this category as you want.
So you can just see how advanced this is.
You can really go hog wild and
create so much with custom objects.
It is one of the most powerful
tools in high level, and a lot of
people don't even know what it is.
But I recommend you get on this
now because this, I'm telling you
right now, will play a central
role in the AI revolution.
Because remember, the AI needs data.
to play off and this is
feeding it perfect data.
So now that you understand custom objects,
we now need to understand the second part,
which is associations, which is connecting
objects to objects, which goes even.
Further, which just gives
you even more customization
so we're gonna click that little
pencil and we're gonna click this
right here, which is association.
So now we click go to object settings.
It just takes us right
back down to objects.
And as you see right here,
associations pops in here.
If we go back, if you want to get
into associations, you just click the
custom object category and then you
click associations as simple as that.
So.
Now we need to explain
what an association is.
'cause this really takes custom
objects and puts it on steroids,
connecting objects to objects,
and to contacts and people.
That way you can really
tie everything together.
Let me explain.
So as you see Ingo high level, we
have two custom objects or custom
object categories to be precise.
We have PET and we have toy.
And underneath pet we have the
custom object, which is red chew toy.
And underneath the pet we have Fido.
Fido's favorite chew
toy is the Red Chew toy.
So we can create an association between
Fido and then his favorite chew toy.
So now in the database it has an arrow
and pointing that says, Fido loves
the chew toy, and they're connected.
They are now objects that are connected.
So all it is doing, it is taking objects.
And again, you can do this with context
two, and it's just saying that they
have an association, they have some
sort of thing in common, Another example
would be if you have a car, so you have
a Toyota and Declan O'Reilly, as you
see right here is another Cosm Logic.
I am the owner.
So that way it goes, okay, I am the owner
of the Toyota and that's the association.
It's just linking things that are together
or assimilated in one way or another.
and guys, this is so important for
creating offers because a big thing
that happens in this space a lot, and
guys, this is so important for data
because if you can create custom objects,
and then you can link which ones are
connected to which you can pretty
much have the ultimate offers, they
get so narrow on exactly one person.
Guys, that's how you sell at mass.
is you have one offer to a bunch of
people and it's not narrow enough.
With custom objects, AI and automations,
you can kind of craft tailor made
offers to specific people that it's so
narrow that they're like, that's me.
I have to buy.
Not just like dog owners.
It's like Fido owners
who love red chew toy.
It's so narrow.
But what you can do is you
can go even a step further.
You can have multiple associations
with multiple objects.
So we have Declan O'Reilly, the owner
of the Toyota also owns Fido, and
Fido is connected to the Chew toy.
So you can have multiple
objects tied to multiple things.
Guys, if you have any questions
on this or you're confused at all,
please drop a comment down below.
I will answer as fast as I can.
I will go in depth on this 'cause this is
just critical that you learn this, okay?
So please again, make sure if
you are confused at all, you
drop a comment down below.
I hope I'm making this as
clear as possible, hoping that
your grandparents can get it.
That's why I have these big, bright
colors and make it as simple as possible.
this is just, you gotta learn this.
This is essential to your
go high level journey.
So again, guys.
All an association is, is
a connection between custom
objects inside a go high level.
So to create association, we come back to
this page and we click create association.
And right in here, you are
just going to pick the object
that you want associated with.
We only have contacts.
Okay.
Because we don't have any other
real objects we can connect it to
just yet because we gotta add them.
So we're gonna click this and then
we're gonna name the association.
So what we're gonna do is we're
just gonna do owner, 'cause
it's gonna be owner of the car.
Then we're gonna come down here
and we're going to click save.
And then you see right
here, the associates create.
So now we need to do is We
need to come back up to cars.
Okay?
We need to pick the Ford right here.
We need to come into associations.
And then what we need to do is
we need to associate a contact.
So we're gonna come in and we're gonna
click Declan and we're gonna click save.
So now Declan is an
association of said Ford.
It's as simple as that.
You now can create the custom
objects and then you can have
associations between objects.
Just before we go into automations,
part of this, which will be the
end of the video, I just want to
walk you through if we add another
custom object, adding them together.
So we're gonna come
right down to settings.
Okay?
We're gonna come right down to objects
and we're gonna come right in here to add
custom object, and we're going to do toy.
Toys.
I'm Do Hasboro.
I don't even know if I'm
spelling that We're gonna come
right here to change Icon.
We're going to do Toy and we're
gonna click the little horse
and I'm just gonna do toys.
Then we're gonna click
Create Custom Object.
If we come right into toys and we come
right here and we go to associations
and we click create association and we
click this dropdown right here, you can
see right here cars are now an option.
So now that you have multiple
custom objects, you can
now add cars into the mix.
So I just thought that was
really important to see.
As you see right here, you have
companies too, which I go over that
in detail in my contacts video.
All that is, is a business inside of a
sub account if you want to have that.
but these both are standard custom
objects and if you click it right here,
it just shows the associations with said
contacts to whatever object you have.
And that's pretty much it.
And then if you click this
right here, you can delete,
edit, or add more custom fields.
Remember unique identifiers, right?
Like this to all of these.
So we're gonna delete this right here.
if you delete this, what this
will do is this will get rid
of everything tied to it.
So you wanna be very careful because
it's gonna get rid of the fields too.
It's just gonna ax everything.
You can only have three custom
objects as of right now, because
I'm guessing the reason being,
it just keeps pushing this down.
If you have a bunch of these,
it's just gonna trip out.
gonna be more added soon, but for the
most part, you just have access to three.
And if we come back down to objects,
The last thing I wanna mention
is objects and associations.
All this stuff is only
available on the 4 97 plan.
That is the pro the SaaS one,
the really big juicy plan.
That is the biggest high
level plan they have.
and custom objects, unfortunately,
are only available on that.
So if you are interested in that,
I have a 30 day free trial link to
the pro down below so you can go
check that out and sign up with that.
' cause again, guys, I'm telling
you, if you have big databases,
custom objects will change the
game and make you a lot of money.
So now that we're done
with all of this, Okay.
And one last little pro tip thing
I wanna show you, if we come up
to contacts, this is pretty cool.
And we come right in here
and we click this contact right here.
You'll now see all the way over here.
You can now have associations
tied in just like this.
How cool is that?
So you can now associate cars
in, right, in the context level.
that's how important custom objects and
associations are, is that they're adding
it all across the high level dashboards.
is that little, thing right there?
The association, again, you just
click associate new car, you pick the
exact car you want, remember the VIN
number, and then we're good to go.
So if you have a car dealership, you
could potentially have a bazillion
different cars in here, Toyota to Ford,
Honda, Ferrari, whatever, and then
connect them to multiple contacts so
you can have owners of side contact.
Again, it's just a bunch of data, which
makes everything that much more powerful.
So that is Custom objects
and associations in depth.
The last thing I wanna show you,
which is really a bonus of this video,
is the automation side of things.
This is where stuff
gets absolutely absurd.
So if you come down to automations,
you will see a different feature
enabled only on the 4 9 7 plan.
Only for people that have
created the custom objects.
This is huge.
It's like a new automation feature.
It's amazing.
So we come right in here to automation
and we click Create Workflow.
Look at that.
Now.
It has a custom object workflow
as its own category, not a recipe.
Not start from scratch, but
it's own automation category.
Guys, this is huge for go
high level automations.
So what we're gonna do is we're
gonna click this right here, and
I'm just gonna walk you through
what you can do with this.
So if you come into your automation
and you click add New Trigger,
You'll see these two triggers
added in, which is amazing.
You won't see these.
You can search 'em.
They're not available.
It's only in its own category.
Now what you can do is with
car creator or car change.
By the way, any custom object you
have in here, you can now do a
bunch of different stuff outta this.
So let's do car created.
Okay?
And you could add car is.
And we'll just do, vin.
whatever you put in, guys.
Again, it's, I don't
know what you're doing.
but you add in, so you can
say, let's say a custom object
gets created in high level.
You can click the triggers and now
you have car associated record update,
car as, or clear all the fields.
Plus a bunch of other actions you
can add in to make this go crazy.
This is insane guys.
This means that with custom objects,
you can create your own little
workflow, tie it into a bigger
workflow, and have super offers created.
Guys, I'm talking super offers.
We've never seen this before.
But this is crazy because if you have,
let's say an object that's created,
and Tim, the car owner now owns it.
You now could get him on maintenance
because it's direct to Tim.
It would be like, Hey, Tim, your
car, your VIN number, this, that, all
this data, and then connect it right
back to him and automate the system.
Guys, the final point I'm gonna say in
all this and why this is so powerful with
the automations, the custom objects and
all this stuff is for the first time,
high level now can create anything, okay?
Back in the day, you only were
limited to contacts, opportunities,
and what's in the dashboard.
But with custom objects, you now can
really create any database you want.
Custom objects are databases.
It is now giving you a database
to plug in to change the game.
And now that they added this
into automations, 'cause this
is a newer feature, you now can
get that much more granular on
creating custom object automations
and tying them in a high level.
Pretty much automating anything.
But now since you can create things outta
thin air, you can fully customize high
level and truly make it your your own CRM,
which I'm telling you guys will make you
a lot of money and save you way more time.
Okay, now we have custom fields.
So all a custom field is, is a field
in go high level that is custom, which
means it is something you make up.
So for example, if we come to a form,
this is a regular field first name.
Regular field.
Now, a custom field, on the other hand,
is a field you make up that you can
add to forms, websites, email marketing
campaigns, whatever you want to create.
So if you come in here and you're like
creating a form for a competition.
You could have first name, last
name, and then you could add
a custom field, which would be
favorite Pokemon card or whatever.
That way you have extra
flexibility over everything 'cause
every business is different.
It's not just gonna be first
name, last name, email address.
There's gonna be other fields involved.
It may be favorite car, it may be,
EIN number, you know, whatever.
Custom fields gives you that
ability to create any sort of field.
So there's full customization here.
And to add these, you
just click add field.
You pick how you want.
So multi-line number,
whatever, which you can do.
Single line.
We're gonna put that, we're gonna
click next, and then you're going
to pick what you wanna be called.
So We're gonna do current car.
Okay, this is just completely random.
then you can pick if it's connected to
an object, a group, whatever you want.
Okay?
This could be current car,
'cause remember this right here.
What I'm looking at is
these things right here.
It's the fields in there.
So then you could click save.
And now you have said custom field right
down here, which is current card, and
you can add this anywhere you want.
So let's refresh this
and let's add this in.
we're gonna come right
into custom fields, okay?
And we are going to find under
contact and look at that current car.
We can just drop it in.
Now they can put their current
car in there and we can
configure anything else you want.
This is important because it just
gives you that much more flexibility
to create anything for any business.
That way you have every single data field.
'cause remember, AI and all this stuff
is gonna be working off data fields
isn't just magically know stuff and pull
from the ether it pull from somewhere.
So with this it will know
exactly where it's coming from.
That way you have full
functionality, everything.
Now we have custom values, which is.
Awesome.
This is one of the best
parts about high level.
A lot of other CRMs don't do this.
I do have full videos on custom fields
and custom values on my channel if
you wanna go more in depth, but I'm
just gonna give you a quick teaser
here because it's so important.
And by the way, this is where
you're gonna e adding all of your
custom values to your account.
custom values are placeholders, that can
be changed across the entire sub-account.
let me show you what I'm talking about.
So custom fields are awesome on
websites, but you can also use them
on forms, funnels, email, marketing
campaigns, your entire sub account.
I mean, literally anything you can think
of across all of this can be a custom.
Value because what this is is the
placeholder that changes anytime you
edit that to save you a ton of time.
So I wanna show you something
really, really interesting.
Okay.
So what we're gonna do is put
in a picture custom field.
That way I can just show
you how awesome this is.
So what we're gonna do is
we're gonna come right here.
We're gonna click this right
here, and we're gonna do GA link.
Okay.
It's gonna be my amazing face.
then we're gonna come
back to custom fields.
we're gonna click add new custom value.
We're gonna do declan's face.
This is just an example to show
you the power to enter value.
You're going to paste the value of things.
So like you said, I copied the link.
If it's a calendar, you
calendar the copy link.
If it's an image, you copy that.
If it's a word, you copy that.
If it's a phone number, you copy that.
It's the value.
Then you click Create.
Now, what go high level does, on the
other hand, is they create the custom
value for you, which is this right here.
So this right in here.
Is now that picture of my
face, these little words and
wherever I put that, it will pop.
So I could have this in an email template.
I could have this on a form, I
could have this across go high
level, and when I change this, it
then will change across the board.
This is how high level saves people
so much time in snapshots is they just
rig it and light it up with custom.
Values.
So you can just come right in
here and change this and it works.
So we're gonna copy this right here, okay?
We're gonna come right to this website and
we're just gonna add a couple things in.
We're gonna put this image right
here, and in this image, what we're
gonna do is we're going to put.
The custom field.
We're going to click this and we're
going to put this image in right here.
And we're just going to put
custom field right in there.
So once we have these, we're now going to
save it and then we're going to view this
page to show you what I'm talking about.
'cause this is really interesting.
Boom.
My face twice and if we come back
here, okay, I dunno why it's a
broken image, but it's this custom
value and we have it twice there.
remember, you can do this across the
board, I can now change this without
having to go on the website and
change this in two different places.
I can come right back in.
I can click this right here,
which will be edit custom value,
and I can change said value.
So what we're gonna do is we're
actually gonna change it to a T-shirt.
So we're gonna get link.
I'm gonna come right in here
and we're gonna click paste, and
then we're gonna click update.
And now this is going to update
the custom value wherever I put it.
So now that we have this, we're gonna
go back and check out the website.
Boom.
Look at that.
It's now changed by just having that text.
imagine if this was phone numbers, if this
was email addresses, if this was images
across the website, across the marketing,
which was across all of your go high level
sub-account, you could come right in here.
And as opposed to you having to go
across all of go high level, changing
this, changing that, you could
just change all of the values out.
Then your entire account is
changed to match your business.
You change and then it's
changed across the board.
Do you see how much simpler and
easier this is than anything else?
it makes things so simple, especially
for your clients, because if you have
a logo and say your client gets a logo
change, you don't have to go across
the website, across social media,
across the forms, across the documents,
across contracts, across everything.
You can just come right in here and
click change value, And it does it
for you across the entire subaccount.
It doesn't get any easier than that.
So that is what custom values are, and
they're incredibly important, again,
on custom fields and custom values.
I have a full video on my channel if
you wanna go even more in depth, but
they are just so powerful and this is
where you access them in go high level.
Now we have managed.
Scoring.
This is an incredibly powerful part
of Go Ohio that is also underutilized,
which is used, For sales campaigns.
the way this works.
Is it keeps tabs.
Okay.
An engagement score on each action
that happens, or each contact, so
that way, let's say if you have
the guy opens an email, he confirms
an appointment, he gets a tag.
He likes your post on social media.
It gives him 50 points.
Once 50 points hits it, then
we'll send him an email.
you can do all kinds of stuff with this,
but let me just show you a little bit of
this so we can click draft to publish.
Let's add a new rule.
if action is, let's do payment received.
He sends you a payment, okay?
You can do source, and you can do is,
and we can do, invoice, we can add.
15 points.
Okay, save.
Now, the whole point of this is
creating a point system on context.
So say if you have a big sales business,
there's people coming in over here,
over there, you create a point system,
an engagement score to know where
people are at in the sales process.
So again, if they click your
link, five points, If they book an
appointment, eight points, whatever
you want, then it tallies up.
Then you can use these scores
to trigger automations and
chat bots to start working.
So once you have this and we go,
okay, I like this, this looks
cool, we then can hop on over
our automations and add this in.
So when anytime someone hits the
right score, which means that
contact is warmed up, think about
it like you're warming up a lead.
It then will trigger, let me show you.
So we come right in automations
and we click engagement score.
do score greater than, and then we will
do 75 and we'll click save trigger.
anytime someone gets a score over
75 we then could have it send.
SMS send email, send an internal
notification, send a review,
request, whatever you want.
You then can add that in, which
is really, really cool because
it just gives you that much more
flexibility on your sales process.
Are they a good lead?
Are they a bad lead?
Are they a person that
accidentally clicked this?
This right here, engagement storing
under managed scoring in your
settings is how you figure this out.
And it's all right in here and you
fall exactly as I said, and then you
can add it some crazy automations and
absolutely crush your sales process.
So the first thing I wanna do is
break down what a domain is in
as simple language as possible.
So a domain really is just an
identifier of your site, and
subdomains and extensions are just
basic ways to categorize your site.
So a subdomain is anything
that comes before.
The name, which is the domain.
So you could have courses, high level,
you could have help high level, you
could have happiness, whatever you want.
You can put the subdomain first.
Okay.
And then that will be added
in, and that's the subdomain.
You can change that multiple
times for domain, okay?
But you can't have multiple domains for
a subdomain, but you can have multiple
subdomains for domain, a domain.
The thing itself.
So go high level, Declan the
wizard, amazon.com, It's just
going to be the name of the thing.
Then the extension is the last
part, which is.com, dot co, dot ai.
Whatever you want, you
can slap that in there.
So That is essentially what a domain is.
If you guys have any questions at
all, drum down in the comments , and
I'll answer as fast as possible.
Now we're gonna go into setting up
domains, transferring and doing all this
other stuff so you can get everything
you want in high level live asap.
So to access domains and that whole
part inside of high level, you're
gonna come into your subaccount.
You're gonna go right down to
settings and you're gonna scroll
to domains and uur L redirects.
Don't worry, we will cover uur
redirects after we cover domains.
So in here you will see three different.
Options.
Okay.
Number one, you can purchase a domain,
so that is buying and acquiring
domain number two, you can transfer
a domain, which is bringing in from
GoDaddy, name cheap Squarespace.
Wherever you have it, you
can plug it into high level.
Then number three, we have connecting
a domain, which is where it will stay
on another registrar, but it'll be
connected to high level, so you can use
it, and we're gonna go over all three.
So first up, we are going
to purchase a domain.
So you're gonna click that button, you're
gonna come right in here, and you're
gonna type in the name of the domain.
You want.
So what we're gonna do is we're
gonna do Declan the wizard,
then we're gonna do.com.
'cause you can put in your extension.
So we're gonna click search.
Remember the extension, we
talked about that earlier.
And you can see Hazah, it's available.
How cool is that?
But you can also see down here all the
other options with the other extensions.
So, dot com, we have.me.org, tech.
I mean, you see it just goes on
with a bunch of random stuff.
Dot com is pretty much the standard.
It's the best, but you can always get
other ones like do AI or stuff like that.
And to do that, you would just
come in here and say, I want.
AI if it's not available.
Um, and then you search that and
then you will see right there.
So that's kind of expensive.
So you see how the prices kind
of change for certain stuff.
AI is hot right now, so
it costs a little more.
Um, but basic things are all pretty
much the same price per year.
They're not per month, per year.
So it's like 12 bucks a year for
most domains, which is really cheap.
So then we picked the exact
one we wanted, which was.com.
So we're gonna search this.
Okay.
Then we're gonna come right in here.
We see, okay, this looks good.
And we're going to click buy.
Now.
This is what we want to do.
We wanna be very careful 'cause
they have a lot of add-ons here.
Okay?
'cause you see right here it says
Protect your brand from competitors.
You don't need all those.
Now you could, if you wanted, if you
really think it's important, but you
wanna unclick these and you see how
the price goes down, and then you
would pick it for how long you want it.
So.
For SEO purposes, the longer
you have it, it does help a bit.
But if you're just testing out, get it for
one year and it's $12 for the entire year.
Then from there, you come right
in here and you click agree, and
then you click pay $12, and then
you will now have the domain.
Once it goes through, it'll
go through the loading screen.
It'll show you that you have it.
You then can come right back here and
you will see your domain popped up.
Now, real quick, ' cause
I wanna cover everything.
If you don't see a way to
purchase a domain in here
and you're like, where is it?
It's not on my screen,
but it's on Declan's.
Go back to agency view.
Okay?
Which is this side.
Come down to settings and go to
domain purchase, and then here you can
toggle it on or off for your accounts.
Then that's how it's gonna pop up.
So make sure you do that.
If you don't see it, very, very important.
We'll get into rebuilding later,
so don't worry about that.
Okay?
So that's how we purchase a domain.
That's how you buy it.
So very simple.
Then, okay, we have transfer in a domain,
which is a little more complicated.
This is how we're going to take a
domain from GoDaddy, name chiefs,
wherever, and bring it into high level.
So it's now officially
in high level forever.
So let's come in here.
and we're gonna transfer
this domain right in here.
So you put in whatever domain you
want to move from your extension.
We're gonna do this, we're
gonna click continue.
Then right here, it's gonna immediately
identify the domain, where it's from,
the current registration, all that extra
stuff, the price, which is really cool.
So it immediately has that.
So then we're gonna click continue.
So then you have two different options.
You can upload the DNS Zone file,
which you're gonna need to do, or
you can scan the records, which
is gonna go through and scan it.
Now every domain registrar
is a little different.
Okay, i'm gonna show you the
basics on GoDaddy because that's
what I use, but it's gonna change
depending on what you're doing.
Okay?
Because different registrar different,
but it's all in the same place.
It's DNS manage.
It's the same rubric, so to speak.
So then you'd come into
GoDaddy, whatever you're using.
Okay.
Got to DNS.
Come right down here.
Click Actions again, you can just chat
GBT this if you're trying to find stuff.
But you would just click export Zone
file and it's gonna download it.
Then you come right in here, you
click upload and you upload that
exact file that just went in.
So very simple.
You can do that or you can click the
scan records, which is gonna go through
and just scan the current Dina charts
to make sure everything is good.
Okay, from there we go.
Yay.
These are all awesome.
You check it.
If you like it and everything
is the way you want it to be.
Remember you can always use chat GBT
to find exactly where this stuff is.
'cause it always changes.
We come right down here once we like
the way everything looks and we're
gonna click, I confirm and you know,
crosschecked and all this other jazz.
Then we're gonna click continue.
Then what you're gonna do is you're gonna
come right in, go to your domain, scroll
down, click transfer a new registrar.
It'll be right under your domain
and whatever server you have, you
just click it, scroll to the bottom,
and you'll see transfer domain.
Once you come in here, you click continue.
Okay?
And then right here, what you're
gonna get is you're going to get
here to get your authorization code.
So then we're gonna click it
and then you're gonna take this.
You're gonna copy it.
You're gonna come right back
in here and you're going to
paste this code right in here.
Then you're gonna click
confirm and finalize transfer.
And then right in here, you're
gonna go through waiting a pending
approval and then you're good to go.
So you just have to follow this process.
It is a bit tricky to find that EEP code.
Okay.
Which is the thing we just did.
So what I recommend you do since
every domain registrar is different
is you go to chat gt and you figure
out where to find the EEP code.
watch a video on it, because
everyone is different and it changes.
It's roughly always in the same
place, which is when you transfer a
domain, it'll be right under there.
So that's relatively easy, but
it depends on what you're doing.
Or you can drop a comment down below and
I'll try to help ease you through it.
It is relatively easy,
you just gotta find it.
So once we're there, we just wait.
And make sure everything is good,
and make sure your domain is good.
Once it is approved, though, we
would go back to domains and you
would see it just like this right
in here, and it's ready to go.
This has not been fully done because
it has to be approved and we have
to go through on the other side of
GoDaddy, but from there, we are then
good to go and it's in our account.
So now we move on to the last part with
the domains, which is connecting a domain.
So this is just bringing a domain in here.
It's not transferring,
it's adding in a high list.
You can use it for other things
and you can pick exactly what
you want it to connect to.
But for right now, we want to
just connect it and bring it in.
So what we're gonna do is we're
gonna come back into GoDaddy.
Okay?
We're gonna copy and paste the domain, or
you can just type it in, just like that.
We're gonna come right in here.
We're gonna click paste, and then
we're gonna click continue from
here because it's with GoDaddy.
You can just click continue and it's gonna
do it automatically, which is really cool.
Now, you might have to change
some stuff, but manually it's just
going in and tweaking it the other
way, which is adding in records.
So then we click authorized domain.
Once that looks good, we click connect,
then it will say, David's Plumbing and
Sons is now a lead connector domain.
So we come back here, we
wait for this to authorized.
Sometimes it doesn't go through, but
if it never does, it's because of the.
DNS records aren't properly configured,
which there's a way to add it manually.
Which, when you click it, it'll
tell you exactly what to add.
So that's how you connect the domain.
Now, just to give you a quick update on
the manual version, we come in here, we
paste this right here, we click continue.
You just click this right here, and
you click add records manually, and it
tells you exactly what to add, and you
just add them into the DNS records.
You create the A records, you
create the host, the required
value, and then you are good to go.
And if you want me to take an even step
further, if it's confusing, I will just
quickly show you so we have a record.
You would come in, you
would click add new record.
You would choose a. Very simple.
You follow record, a host.
We come in, here we go.
Name, which is That is the host.
Which we would put is at, we do at.
And then you come right in here
and you type this exact code, okay?
And you'd paste it right here, which
is the value, and then you click save.
So that's how you do it manually.
And guys, I'm just showing
you, but it's so simple.
You just go, eh, okay, record.
Cool.
And you just add, add, add.
And the next one would be C name.
So you come and you'd add another
record and you call it C name.
Very simple.
It didn't get any easier than that, but
that's how you would do it manually,
if it doesn't properly go through.
So that's just to show you,
to make sure you have it.
Again, any questions you
have, drop 'em down below.
So now once you have your domain
connected in here, there's a couple
really important things to note.
If you've transferred a domain,
which we technically did, but
it takes, a while to get here.
So we have to go through the
approval, but we haven't done that.
We followed all the steps.
We could click approval.
I don't want this domain here.
It's just a test.
If you connect it, what we just did via
your other domain register not okay.
Transferring.
You will not be able to access the DNS.
So if you own the domain or you
fully transferred it, when you
click manage, you'll be able to
access the DNS records in here.
If you have just connected it, you
still have to go through your other
registrar like GoDaddy to access the DNS.
So that's a really important fact to know.
And again, when you click manage,
you'll see it here, but you also see.
What it's connected to.
So this is not connected to
anything, but you can see, oh
wow, it's connected to this.
Connect to that, and then you can
click connect and add it into your
email, WordPress, all that stuff, which
we're gonna get into a sec, but just
to let you know, you click manage and
that's how you would see where it's at.
So that kind of gives you a full scope.
So you can always come back here to
domains in your redirects, and you can
have access to this, so you can edit it.
Okay, so now it's time to show you how
to connect this to a website, a funnel.
A community, whatever you want.
So to connect a website or really
anything you want, you can just come
right into Manage and click Connect.
And right here, it's gonna show you
all the different options you get.
So to connect a website, you can come
right here, click Connect, email.
You just follow the steps.
I mean, it's so easy that you
just click and follow along.
Like for example, client portal.
If you want to access the
courses, you click connect.
And it's gonna take you
to the client portal side.
Then you just put in your domain
right here and click add domain,
and then you're good to go.
It's so straightforward.
It tells you exactly what to do
and that's how you can connect
it to multiple different things.
Now there is another way
to connect the websites.
Now the easiest way is what I
just showed you, where you go in
and you click Connect website.
But if you come in here and let's say
we like Declan's Snapshot under Funnels,
we can just click edit right here.
Okay?
Then we can click settings.
Then we can also click domain
and just click it, come down and
click save, and then you have a
domain added in, just like that.
And you can do the same thing
right up here in websites.
If we say, okay, we want Nove real
estate, we're gonna click this right
here, go right to settings, click
domain, click it, and you're good to go.
So that is another way to
add it, just to let you know.
So it's very simple guys.
It's extremely straightforward.
I mean, anyone can do this.
High level makes it so easy.
And if you guys have any questions, drop
a comment down below so I can guide you.
But that way, immediately when you come
in, you can come in and you can start
adding your domain to your websites and
make everything live very, very quickly.
Okay, so one of the last things
I wanna show you before we jump
into UR redirects is a sneaky
little way to make extra money, and
that is rebilling on your domain.
So if you come to agency view
and you click into a sub account,
okay, that's you own and control.
And guys, this is on the 4 97 plan, but
if we come right in here to rebilling.
You can actually come down and
you'll see domain purchase.
So if you click this, the guys, again,
4 97 plan, you gotta have that one,
but you can actually mark up the
price when someone buys a domain,
so you make it a little extra money.
Now this is really great if
they're gonna be buying domains
through your account anyway.
Again, you don't wanna make it absurd.
You obviously want to tell them, but
you can have them buy a domain and then
you can charge them an extra $2 Every
year you're making that extra two bucks.
It doesn't seem like a lot, but when
you got hundreds of subaccounts,
rebuilding adds up really quickly.
So that's how you would come in and you
would add the rebill side of things.
You can just play with
this however you want.
Obviously I always tell people be
transparent, but you can dial in
exactly how much you want to charge
for them to buy domains under you.
And guys, really great way
to make some extra money.
Again, done.
I know it doesn't seem like a
lot, but all of this rebuilding,
it adds up drastically.
And if you are interested in
rebuilding, you're like, that's awesome.
Watch the video on my channel
that goes in depth on that.
'cause this is a game
changer if you are an agency.
Alright, so now that you understand
everything about domains in high
level, how to transfer, connect,
buy, all that good stuff, we now
want to go into URL Redirects.
This is an awesome feature.
This can be very handy.
All this does is when someone types
in your URL, so ww dot declan is
amazing.com, it then could send
them to amazon.com or whatever.
It can just redirect them to another URL.
So to do a URL redirect, we're
gonna click add a redirect.
You're gonna select the exact domain
you want in your account member.
You can have multiple
domains in your account.
You're gonna click this right
here, or whatever domain you want.
Then you're gonna put in the path.
The path is what comes after this.
Now, technically you could just
have it right after, but that would
be really bad because then your
website's going to another website,
which you could do with a regular
domain, but you want to add a path.
So we're gonna do slash.
Money.
Okay.
Just say we created that extra path, which
you just create through a website page.
And then you're gonna want
URL as the redirect type.
Then we're gonna put in the target URL.
So what's the target?
URL gonna be?
It's gonna be metromont.com.
So now check this out.
Anytime someone types David
Plumbing and sun slash money
in, it's gonna go right to here.
So let's experiment.
So what we're gonna do is we're gonna
come right over and over to Google.
We're gonna type in this right here,
and then we're gonna do slash money.
Actually, you know what's even better,
let's just put this right up here.
We're gonna click enter, and.
Look at that, it now goes
ching to a different URL by
just typing in that one thing.
So it's super cool.
Guys, you can do that with really
any URL you're trying to shift to.
And this can be really handy if
you have multiple domains that
you want pointing to one website.
You can increase your traffic like crazy.
So guys, that's how you do
URL redirects I showed you.
I typed in for you, I proved it for you.
It's awesome.
I definitely recommend you play with
it 'cause it is something that can.
Add a lot of extra traffic and make things
much smoother in your process, and it's
one of those little features in high
level that a lot of people don't use or
know about, and I just showed you how
to use it, so make sure you utilize it.
Now we move on to URL Redirect.
So all UR redirect is, is
when someone types in WW dot,
you know declans awesome.com.
It then quickly routes
them to another URL.
Very simple, very straightforward.
You pick the exact domain you want to use.
Your path, how you wanna redirect.
I have full videos on my channel.
And then your target, URL.
And all this is going to do is
it's going to take one URL and
immediately send it to another URL.
Very simply, very straightforward.
And this can be great if you don't
want people going to a site or you
have an old website or another domain.
Say you have, David's plumbing
and sons.com, and then you have
david's plumbing.com, but you're
only using one for website.
You could use that other domain and
just route it straight back here.
Actually, this is what a lot of people do.
It's kind of a sneaky SEO strategy.
When you get a bunch of domains that
are similar to one business and then
you just use redirects, sending them
all back to one primary domain, so
you just hog all of the traffic.
So that is a primary thing that you all
redirects are for, It's very simple.
You just click add a redirect.
You pick the domain, you pick the
exact path, the redirect type, and
then you put in where you want it
to go, and then you have a redirect.
Now we move on to integration.
So this is just adding any sort of
third party Indigo High level, okay?
Google Calendar, social media, QuickBooks
wave, any of this stuff, Shopify.
You just click connect and
you follow the instructions.
That way you can plug in
your third parties in here.
I see so many issues with this thing
because People are in the main sub
account It's because it's right in
integrations and that's how you add it.
You also have all kinds of stuff
with Facebook, LinkedIn, and
TikTok ads in here for field
mapping and a bunch of other stuff.
So integrations is where you're
gonna go to connect any other
service into go high level.
Then we have private integrations.
This is for developers trying to
add like customized stuff in here.
It's a little different.
This is more in depth, But if you are
a developer or a coder and you want to
add really in depth things, Ingo high
level, this is where you do it under
private integrations, under settings.
Then we have conversational providers.
So this is where you'll see all of the
providers for SMS or email gateway.
So special, like added on features
that aren't here so far for SMS
and email, they would be in here
in conversational providers.
Tags very important.
This is where all of your tags on go.
How would be, if you don't know
what a tag is, it's a way to
differentiate contacts by tagging them.
So it could be hot lead,
cold, lead, happy lead.
And that way wherever
you are in go high level.
We can go into contacts,
we can go anywhere.
You can add tags to people,
Tags are incredibly important.
It is a way to tag leads and differentiate
them And it can be whatever you want it
to be, but these separate people and make
sure you're labeling people correctly.
So like hot lead Google Review
given, it just gives the database
a little more functionality to pick
what's what, so it makes sense.
So I wanna show you how this works.
So we click New Tag.
Let's just do, sold Lead.
So once we click create, what we
can do is we can then add this to
any context or in automations so
that from now on, anytime someone
is sold, they have this lead put on.
We can click this contact right
here, and then we can click add tags,
and then we can click the exact tag
we want So once we have your tag,
we can add them to any contact.
We just click add tags.
Okay.
We'll post do test, and then we can pick,
okay, let's do the one we just created.
And then once we click add
tags, you'll see Look at that.
You now see him tagged with sold leads.
So in case you're still not sold on tags,
they're used for pretty much everything in
go high level as far as distinct contacts.
So like for your sales process, for
automations, it's a way to segment
people based on actions they create.
It's account managed scoring, but
combining those, you get all the data
points you need on any contact that way.
When you do this, you'll
properly be segmenting people.
if you have people that are sold, and
you don't tag them and you continue
to message them, the same thing in an
automation that goes, buy, buy, buy.
They already sold.
It's just gonna annoy them.
But if you can tag them with
so it will remove them from the
workflow and then customize it like
that, and then everyone is happy.
So that is tags.
And again, you can create as many
as you want by clicking this and
following that exact process.
Then we have labs super underutilized.
I swear so many people
have no idea this exists.
I'll bring some other people
and they're like, what's labs?
And they just don't know.
So labs is a way for you to test new
features inside and go high level.
It is.
Awesome.
And all you have to do is find
exactly what you want and click
enable, and it will then enable
this feature in your sub account.
This is beta features that
have not yet been released.
This is how you test the newest and
coolest things in go high level.
It's right in here.
And oftentimes they will
release stuff like two months
before, enabling in 129 days.
But guess what?
You can test it in the meantime
and you can play with it.
How awesome is that?
Like so awesome.
And you can just turn it on and
that way you get access to these
features that aren't yet out.
So a big one.
a big one right now is appointment
booking for ai, voice bot.
You can literally turn this on and
start booking appointments with the
AI voice agent This was not like
this forever for AI voice agents.
And you can enable this before it
goes live in 20 days and people
are like, it can't book calls like
it's been able to do this for a
while if you knew what labs were.
So labs again, is just a way where
you can preview and try go high
levels newest and greatest inventions.
I'm telling you, oftentimes it
keeps you ahead of the curve.
' cause stuff like this, 121
days, it takes a long time for
some of this stuff to release.
But you can have it months
before now we go into audit logs.
So, so cool.
This is where you will see every single
action that is done in a sub-account.
Audit logs are incredibly
important for seeing what got
done and what didn't get done.
That way you can check on your employees,
your VAs, you're making sure people are
doing their work ' cause it will show
you every single thing that's happened.
And what's funny about this is it'll
also show you who did what if someone
messed something up, so people are
like, I didn't delete the website.
It'll literally say that the
user deleted the website.
That way you have Complete
surveillance of your sub-accounts.
You can see every single movement
that has happened in your sub-account.
So very important.
Very, very cool.
It's just a great way to see
everything that's done, hence
why it's called audit logs.
Then we have brand boards.
Okay, so this Ollie Brand Board
is a pre-built out brand board
with colors, logos that you can
apply to email templates, you
can apply to websites and whatnot
So we'll click add design kit.
You can pick exactly how
you want this to look.
We'll do the earth one
we'll click continue.
And then right in here, you pick your
logo, you pick your business colors,
whatever you want, you click set.
And what this then allows you to do is
anytime you're on a website, you can
click brand colors and it will just put
these brand colors across your website.
This can be incredibly useful if
you are constantly trying to make
stuff look like your brand with your
special color, your special logo,
your special font that you use.
This is where you'll add that.
and then you have brand
voice, which is pretty cool,
which is just your tone
and message and whatnot.
But these things will just make it a lot
easier for you to quickly edit stuff if
you want everything matching your brand.
So please, if you're interested,
go check out that video.
'cause it goes way more in depth.
So last but not least, we
have companies and watch this.
When we click companies, it
goes right up to custom objects.
Okay?
So.
I highly recommend you go watch that
Custom Objects video, because it's
really important because it goes
really in depth on this, but companies
are just a way to add businesses
within your sub account in contact.
So like you are working with
Jerry's plumber, David's
plumber, and Bill's plumber.
All of those people can be
companies underneath a business.
That way you can then create, this
company is in control of Jerry.
you basically can decide
where you want that to go.
And that's all companies is, is
just adding it in like that and
your features are like that.
So I really recommend you watch.
The Custom objects video because it
goes over associations with objects.
It's way more in depth.
I'm not gonna put that in here,
but just know that's where you
would add the companies, even
it goes right back up to there.
So that's really the
settings in a nutshell.
It's where you access
the fine tuned stuff.
Please, if you have any questions on.
Any of this, please drop
a comment down below.
I really am telling you from the bottom
of my heart, you need to go through
this and you need to learn this.
You need to watch this video, 3,
4, 5, 6, 7, 8 times if you have to.
This will make everything come together
because it's these little settings
and these little tweaks that you can
make in here that make the entire
sub-account work that much better.
So this is agency view and go high level.
And if this doesn't make sense to
you, let me quickly break down the
difference between agency view and
subaccount view in go high level.
So this is agency view.
It's what we just looked at.
Okay.
And this controls sub account view, which
is the business view of go high level.
So again, this is agency view.
This is Subaccount view.
The agency view creates
the subaccount view.
This is where most of your work
will be done right in here,
because this is how you build out
websites and all this other stuff.
It's right in here.
But if you look in here, this
is basically where you create
it and there's a lot of mix ups.
Like what is this
dashboard I'm looking at?
This is where you
configure all the settings.
Now, one thing I wanna be very
clear about the agency view really
comes in clutch and really powerful
when you have the 4 97 account.
Otherwise, if you're on the other
two plans, this is really all that
matters because here's what happens.
You get access to the SaaS configured,
and by the way, this is the 4 97 plan.
everything else is the same except the
SaaS configure and some of the reselling.
the SaaS configurate is so
powerful, and that's what we're
gonna be going over today.
But that's really how it works.
This controls this and this creates that.
So now that you understand that, let's
go through what all of this means so
you can be an absolute go high level
pro Now, I'm telling you guys right
now, before we jump in, I see so many
people that come on the high level
that have no clue how to do this.
They have no idea what any of
this does, and this is always
kind of like confusing to them.
Once you understand agency view,
especially if you're on the
4 97 plan, you'll be so much
better at mastering high level.
Let's jump right in.
So the first thing I want to explain is
the switcher, and that is this right here.
All this does is switch between
agency view and subaccount.
So you click in and you'll see a list
of all your subaccounts right here.
You can search for your subaccounts.
Okay?
So you type in, let's say Ryan's
Roofing, and that would pop up.
And if you have a ton of
subaccounts, this search is so handy.
And then right here you
can pin subaccounts.
So if you click pin this, this one,
Declan's biz will always pop up first,
and again, when you have hundreds of
Subaccounts, this pinning tool can be
incredibly useful if you want to have your
main one or anything important like that.
So to access the subaccount from the
switcher, you just click this and then
we click Ryan's Roofing and it will
take us right into that subaccount.
As you see right here, it is taking us
into the subaccount and fully loaded.
So that's an easy and
simple way to do that.
Now, if you want to go back to agency
view from the switcher, you would
just click this and then you would
click switch to Agency View, and it
now brings you back to here, into
Subaccounts, and you're good to go.
So the first tab will be the agency
dashboard, and all this is, is a
giant analytics dashboard to see
how your entire agency is going.
So this will be all of the revenue
you made, all of the recurring
revenue, so you know how much
money is coming in every month.
This will be all your new customers,
and this will be your total customers.
And it will show a basic chart
of your growth rate and then any
sort of revenue distribution.
And you can just refresh it
like that by clicking that.
So this is really just
an analytics dashboard.
It's a very simple, very straightforward,
that way when you log in you can see how
you're doing and where everything's at.
Rebuilding on the other hand, okay,
is basically for reselling, which
we're gonna get into a little bit
later, which is where you would make.
An extra cent off of every text message.
They sent an extra cent off
of every email they sent.
'cause remember, you are the agency admin
and you control all the sub-accounts.
So this way you could go in and you
could absolutely make so much extra,
extra money off these little things.
And you can see right here, phone,
email, WhatsApp, AI products.
You make a tiny percentage or you don't.
It's up to you.
Now I'm gonna be going in
depth on this in another video.
Why?
Because this is a whole other
side of go high level altogether.
And it's actually one of the most
misunderstood things about high level.
I ask people all the time
if they're properly doing
rebuilding and they go, yeah.
And then I look at it and they have
no idea what I'm talking about.
So there is a video on my
channel that is in depth on this
wallets, rebuilding, reselling.
So watch that if you're confused.
'cause in this video I'm really
just gonna be going over the
walkthrough of rebilling.
I'm not gonna show you the entire ins and
outs 'cause that's a whole other thing.
It's beyond agency view
and sub account view.
It's its own category altogether.
but for this you would just
click in here to access to see
the rebuilding of any of these.
And you would be able to see,
you know, how much rebil.
And then if you click this off, it'll
show you if you're getting rebuild or not.
And again, you can do the same thing.
You can pick what products.
So if you wanted to see if they
were getting rebuilt for phone,
you could disable all of these.
Click apply and you would see if
they're being rebuilt for a phone.
And then you have your time,
date and anything like that.
And then you can export all of this here.
So that's really it.
It's as simple as that.
And then from there, you're good to go.
Okay, now we move on to
the SaaS configurator.
So this is only available on
the 4 97 plan, and what the SaaS
configurator does is it automatically
generates sub accounts off of plans.
This is true SaaS mode.
Another thing I see a lot of people
not doing is properly using the
SaaS configurator on the 4 97 plan.
It is awesome.
This is how you scale really fast.
And if you're interested in the 4 9
7 plan, add a link down below for a
free trial if you wanna check it out.
But I highly recommend if you are moving
very quickly in your agency, you use
this because It does this all for you.
It auto-create sub-accounts
and just gets them set up like.
So powerful.
So let me walk you through, you
know, the plans and how this works.
So you would come in and you
would create your own SaaS plans.
You didn't even really need funnels.
You can just give them, you
know, a, a Stripe land out page.
but these are basically the
preset, SaaS configurator plans.
You can edit these or you can delete
them, but you can also come in
here and you can create your own.
So you can add a plan and basically
have a SaaS configurator preset
up, that way you'll have a custom
SaaS plan for all of your clients.
So let me walk you through
just how this works.
So the first thing is you're
gonna put in your plan name.
So let's do SaaS Super plan.
You put in whatever plan you want,
and this will be SaaS for plumbers.
Okay?
We're just, we're just putting
in whatever you honestly wanna
put in a description and a name.
You then going to click next.
Then you're gonna click a category.
So we're just gonna do default,
which is the dollar, which
will be this one down here.
We're then going to move to next.
You then are going to put in your price.
So this is what you're gonna be charging
the businesses every single month.
So you can make this
whatever you want it to be.
So you can make it 8 97,
you can make it 2 97.
Now again, high level has rules.
You can't go, I think,
lower than a certain amount,
But what we're gonna do is
we're gonna do one 10, okay?
And then you can create an annual price
where if they buy this, and you can just
do symbol math to add it up 12 months
and maybe give 'em a little discount.
That way if a business comes in and
they won't have SaaS for an entire
year in your white label, you could
put in an annual price right here.
And on the Stripe, you know, card, you'll
see an on the invoice, which you will see
when you create the SaaS configurator.
They can just pay, it's so handy.
I mean, this will save you so much time.
So you can pick that down here.
You can basically go, do you want
them to have a max amount of users
or a max amount of contacts before
they have to upgrade or do something?
I leave both these off.
It's totally fine.
But if you're working with a
coaching company, you may want
to, you know, get this down one.
'cause they may have like a
huge operation, but that way
you can play with either.
And remember, this is gonna
be preset on a plan forever.
So that's the way that works.
Then we click next.
Here is where you're going to
enable what they have access to.
So on every single one of your
plans, you can basically allow
them to have this stuff or not.
Just like that, you can pick it on there
and that's what's gonna appear in here.
Remember on the sub account, the
autogenerated sub account, so
you pick exactly what you want.
You can even add a snapshot
in on one of your plans.
So every single time a new
customer gets generated, there
is a snapshot already in place.
Hands off you guys.
Now see how easy it is to scale with this.
It's crazy scalable.
So that way you can have basically
a snapshot on every single
one of these plans in crazy.
And you can even add a custom menu link on
one of these plans so they have it, which
would be an extra link in here, like here.
But again, I'm gonna be going
over menu links down here later.
Right now, just bear with me.
So you pick exactly what
they want on their plan.
So what features that plan gets access to.
So again, if you are selling websites
to plumbers and that's it, you might
just wanna have websites, but you pick
what you want and then you click next.
So here you can do add-ons, which
we're gonna get into in reselling,
but basically you can click these and
allow them to have access to this.
And this is going to be rebilling.
It's going to charge them, let's say $10.
and the price you have to pay is $9.
So you'd make a profit of $1,
and that's what we're gonna
configure later in the video.
I'm not gonna go super in depth in that
right now because there is a tab for
reselling, but you can pick, I want
them to have access to all these, and
then you'd make extra dollars that way.
So you're gonna click next, and then right
in here, you can set up a free trial.
So if you want them to have a trial,
you can click this on or off, or
you can just toggle it the days you
want or set whatever price you want.
That way they can try out your white
label SaaS for free, which is pretty cool.
these are auto generated, so whatever
you want in your SaaS plan, it's
pre-created and it's there forever.
With all of this stuff in the same
place, you don't have to keep going into
subaccounts and creating a new plan.
It's already here.
It's one and done.
If you're interested in high level,
but you also want help learning it and
learning how to sell it, I recommend
checking out my 30 day free trial link
right down below where not only will you
get 30 days of high level free, you'll
also get access to all of my bonuses,
which will help you on this journey.
So I'm talking you getting access
to a private community full of
winners where you can network
and get your questions answered.
I'm talking trainings on how to
use high level trainings on how to
get clients, systems on how to get
clients that I've already built out.
Snapshots, sales scripts, AI prompts.
White label onboarding
videos, premium Snapchat.
I mean everything you could possibly
need, but more importantly, the
ultimate handholding experience.
So you can master all this and get all
of your questions answered in real time.
you can literally hop on Zooms with
me and message me whenever you want.
You have access to six live coaching
calls per week with real agency
owners that are selling high level.
So you're getting not just some random
coach, you're getting real agency owners
giving you their advice to help you out.
And we have six of these a week,
so you can basically get all
of your questions answered and
really learn this thing in depth.
So again, guys, all of these calls, all
these trainings, this entire private
community, this is all free when you sign
up at the high level, right down below.
So when you go down and you click the link
and you sign up, we will email you access
to this and then we can get you started.
And if you don't see an email
access, just drop a comment down
below and we will get you settled.
So again guys, thank you for watching.
Check out the link down below
and let's get back to the video.
So you then pick, do
you want a trial period?
And then if you want to add credits
to their wallet, which I'm gonna go
that later in the video, they could
get a bunch of free email, they
could get a bunch of free texts,
they could get WhatsApp for free.
Whatever you want, you
can, you know, enable this.
You can just turn it off and do this.
So here you can activate how long you
want the SaaS trial for, or if you
want to have credits, then you would
just click next and then rebuilding.
Okay, so again, I have a whole
other video on this because this
is its own category altogether.
But you can basically create rebilling
and you can see right here all the
charges, how much you make and all
that stuff, for each SaaS plan.
That way you don't have
to keep setting this up.
And once they get started and they
go into SaaS mode, you're collecting
those little bits of every text message
they send and whatnot, which is big.
If they're sending a lot of text messages
or you give it to them for free, it just
depends on what you're trying to do.
But in here, you would just go like this
and you can see the numbers moving up.
Every single time someone a text
message, you have to pay for that, okay?
It's the way high level works.
You pay for it, the business
comes in, they pay for it.
But what you can do is you can slightly
mark it up in the middle and go, as
opposed to 50 cents for a text message,
which is not, I'm just throwing that
out there, 50 cents for a text message.
You then could do 55 cents.
That way you're making 5
cents off every text message.
Trust me, it's way cheaper than that.
But the point is you can make
little markups on all of their
stuff, which is really interesting.
and you can come in here and pick this
for literally all of these things in a
high level that you have to pay extra for.
You can just mark it up a tag.
That way you're making extra money on it.
This is really big.
If you're doing a bunch of plumbers, a
bunch of, you know, hvac, and they're
sending out all this stuff, you can
just have it in their overall plan.
You're making a little
bit more on all of them.
And in the beginning, this is only
gonna make you an extra dollar or two.
But if you have hundreds of clients,
this will make you thousands extra.
And if they're already paying for it
and you mark up just a tiny bit, it's
an easy little way to make extra money.
Or you just have it included in
their plan, which depending on
how many text messages they send,
they may be, you know, too much.
But I always recommend if you're
doing rebilling and you're getting
into this, which I'm go over in the
other video, be honest about this.
Be like, okay guys, you have
to pay for text message.
You have to pay for this.
Don't just be like, oh my God,
now you have to pay for it.
Like it's gonna freak him out.
So you just pick what
you want, what's on off.
You turn it on and off, just like that.
You go through all of these
and then you just click finish.
And now your SaaS plan is now created.
And if we go down here, we see
the super SaaS plan generated.
How cool is that?
And it shows you all of the features you
have and everything shows you the price.
It shows the annual, and again, you
can come right in here and click edit
details, and you can re-edit all of
the stuff you want for your SaaS plan.
That way it can change.
So it's not just one and done, but
this plan then will be there forever.
And you can even come in here and
you can delete it to get rid of it.
Then right in here, you can generate
the sale link, which will just
generate a link to this plan and you
can send them, or you can add this as
a product and go high level and then
have it in a funnel to sell them.
Either way it works and you just click
generate a sale link and you will copy and
paste exactly what it has right in here.
If you're in a pinch, just
quickly send it to them.
They'll pay and it's all done.
And remember when they pay this,
okay, when they submit and pay,
it will immediately go into sub
accounts and create the sub account
for them, send them log information
and do all of it automatically.
So that is how you create
the SaaS configured plans.
Now we gotta go into advanced settings.
So you come in right here, you
have subscription settings.
So right here, if you toggle this
on, if they don't make the payment,
it then will pause the subaccount.
It'll basically just suspend
it, but it pauses it that way.
They have to pay, I
recommend you turn this on.
This right here allows subaccount people
inside other subaccount to upgrade
their plan so they can upgrade from
one SaaS plan to another, and then
right in here, this will allow sub
admins to cancel their subscription.
Okay?
So with having these on, they can
either upgrade to get a bigger
plan, or they can go in and say,
I don't want this, and cancel.
So that's up to you to
turn these on and off.
That's your discretion.
Down here you have the welcome
email, so you can customize this
any which way you want, and pick
what subaccounts you want it for.
So this is what the email looks like.
And you can come in, you can add images,
texts, you can change this around.
You can put your logo right here.
So if you want to have it be your agency
logo, you just slap it in right there.
And this will allow them to log in.
Once they do your SaaS configurator
plan, you can turn this off.
You don't want people getting that
if you're just trying to do it
all behind the scenes for them.
this way it's all automated and then they
can just log in and they're good to go.
So you can create this
however, which way you want.
Okay.
It's just like all of high
levels of other stuff.
They have all this features.
You can just pop right in and this button
will take them right into the login.
So it's really simple, and this
is really great for if you have
a lot of people and you just have
that welcome email going out.
It's all automated.
It's hands off, and you
can just keep moving.
This is your category.
So these are basically just
what categories they fall into.
So if you wanted to do SAS for
plumbers, sas for hvac, I want
to do just SaaS using rebilling.
Whatever you want, you would just click,
add new category, put it in, put it in
what currency you want, and then you have
categories that these can fall under.
Most of the time you just use
a default or you click basic
ones and you're good to go.
So those are the advanced settings.
Just so you understand how
a SaaS configurator works.
Then under security, okay, you
basically have these things here.
So right here you have
pause, new Subaccounts.
So when they get a subaccount and
they create it, you can basically
have it pause until you review it to
make sure everything looks good, and
that's just clicking that on or off.
Then you have two factor authentication.
When they get started, when they
sign up, if you have this toggled
on, they will have to go through
two F eight in order to get in.
that's up to you.
Again, this is all stuff that you want,
but you would just click it like that.
This is just gonna be any new sub-account
or approvals you have coming in.
We'll go over that later, but that's
basically how the security part works.
Very, very simple.
Then in here you have configured, so
you can use stripe nmi authorized.net
and square and plug it in as opposed
to having just Stripe involved.
That's up to you.
I don't know what payment processor
used, um, but whatever you use, you
can plug it in right here, add it in.
That way.
The SaaS configurator is working
through that exact payment gateway.
But to do that, you would
literally just click.
get started and follow
the steps very simply.
But I don't know what you're using.
So that is up to you, but you have
access to these and you can just
follow the steps and plug it in and
then you have a new payment processor
set up as opposed to just Stripe.
But that's basically how that works.
So that's the SaaS configurator,
that's how you create these SaaS
plans that are automatic that will
auto generate subaccounts for you.
It's awesome.
It's incredibly powerful.
If you have any questions on this,
please drop a comment down below because
this is for the 4 97 plan only and
its kind of its own thing altogether.
So lemme know if you have
any questions on this.
Um, I will answer as fast as
possible, but that is the SaaS
configurator and that is how you do it.
So now we have the prospecting tab,
and right now it's not loading for
some reason, but all this is, is a way
for you to prospect local businesses.
It gives you data, can send reports
into a bunch of other stuff.
It does cost money.
I'll be honest.
You can use chat GBT for free and
basically do the exact same thing.
So I'm not wild about it, but
it is something you can use
and then upsell people on.
But for some reason it's not
working at cold high level.
They're just saying it's blank.
But, yeah, not sure what that is,
but that's really all it does.
now we have subaccounts.
so all a subaccount is, is the
business side of high level.
It is where the business does their
stuff, builds websites, says reputation
management sends text messages.
This is it.
This right here, this is where you
build these very simple, this is the
subaccount creation and this is where
you can manage all of your subaccounts
and see exactly which one's doing
what and transfer and move around.
That's all through the subaccounts.
And if you see in here, you got
the date timestamp, you can search
for the subaccounts you want.
So we'd do declan's biz and
it would pop up right there.
You can pick the exact kind
of like columns, how you
want this to be structured.
Again, it's all kind of
the same on high level.
You can sort by a bunch of other stats.
You then can pick A to Z, Z to
A. You then have extra filters.
So if you want to have, you
know, what date was this added?
If the SaaS mode is on, if Yext rebuilding
is there, you know, all these little
things here that if you click one of these
filters on, it will only bring up the
subaccounts with these things in common.
I'll be honest, this only is good
if you have a ton of subaccounts.
If you have five or six subaccounts, even
10 it, you don't really gonna use that.
Then over here you can just generate
reports for your sub-accounts.
So that's really how all of that works.
But now what I want to do is I
wanna walk you through step by
step how to create one of these.
And remember, the SaaS configure
went up, up top over here.
That automatically builds
these when someone pays.
That's why it's so cool if
that doesn't make sense.
But now I wanna walk you through
setting up one of these subaccounts.
So you're gonna come right in
here to create subaccount, okay?
And you're basically gonna
have a couple options here.
The first thing is, if you have
the SaaS configurator, you can
pick if it's a SaaS account or not.
If not, you can just make
it a regular account.
If you have the 2 97 and the 97,
you'll just be doing regular account.
And you basically have access
to pre-made snapshots here in
GoHighLevel you can do stuff for
legal coaching, you know what I mean?
Home services, health and wellness.
Beauty and fashion, creative.
I mean, you got all this stuff,
restaurants, and you can just
pre-made one of these select and
continue and it will already put
in a snapshot and go high level.
Already did that.
But we're just gonna select
and continue and do blank.
So you're gonna click this and
then what we're gonna do is we're
just going to add in all the stuff.
So you could search for a business,
like if I do Metromont, okay.
It pops up right there.
That was my office.
You can click this and it will already
pre-populate all of your information
and create the sub account much faster.
But a lot of you guys aren't on Google.
So if you're not on Google and
you're like, oh shit, I don't have
access to, you know all that stuff
you're gonna need to add manually.
So this is what you're gonna do.
You're gonna put in your first name.
So we're gonna do Declan.
So just follow along.
You're gonna put your
first name, your last name.
We're gonna do O'Reilly.
You are gonna put in your email, we're
gonna do Declan, 1, 2, 3, 4, 5, 7, 8, 9.
Okay?
Business name.
So we're just gonna do metromont.
You put in whatever your business name
is, you're gonna pick your business niche.
So we are going to do marketing.
So marketing agency, you
pick whatever you want.
Remember you're gonna walk through.
So you put in whatever you want.
Business phone number, do (540) 345-9876.
You put in whatever your business
phone number is, and then we're
gonna put in your address.
So 2, 3, 4.
White Art Lane, Winchester,
again, you put in.
Whatever you need to put in here.
You put the exact state,
Virginia Country, okay?
Whatever country you're in, your zip code.
um, website.
You don't have to put that in.
And then your time zone.
So we're gonna go down and we're
going to pick, we're just going
to pick, where is it, Eastern.
Once you have all this, you look through,
you make sure everything looks good.
And remember, you do this for yourself
and for clients when you want to
create one of these Subaccounts.
So you look through, you go,
okay, good, good, good, good.
That this all looks good.
And then you're gonna
click add subaccount,
so then it'll bring you to a page
like this, and this is just all of
your basic settings on the subaccount.
And then all you have to do right in here
is click switch to subaccount or load
a snapshot into this subaccount, delete
this subaccount, pause it or transfer
it to another go high level account.
but you won't be needing
to do any of that.
We'll just collect switch to
subaccount and it will now take you
into the subaccount we just created.
Then you can build, you know, websites,
you can run reputation management,
email campaigns, all this other
good stuff through your subaccount.
And right in here in your subaccounts,
you see our new subaccount is
right here with all the data.
You can just click switch to Subaccount
and it will take you to the subaccount.
Or you can come right in here.
You can click manage client.
If you want to get rid of this
subaccount, click actions and
click delete, and it's gonna take
you through this stuff right here.
And you have to go in, click
this, click this, click this,
click this, and do delete.
And then you're gonna click
schedule for deletion.
So now it's going to basically have it
deleted and this process takes 24 hours.
But as you see right here, it is
already scheduled for deletion.
And that's what it's gonna
look like when it's deleted.
And then after 24 hours it goes away.
And you can always reverse it
if you click that right there.
But they give you a little bit of time.
That way, you know, you
don't accidentally do stuff.
so that's Subaccounts, that's how
you create them and manage them.
It'll all be through the Subaccounts tab.
But this is where you create them.
So then we have account snapshots.
So this is where you will create,
import, and manage all of your snapshots.
If you do not know what a snapshot
is, it is a sub-account that has been
downloaded as a copy with everything
you built out and can be reused.
Multiple times.
So you can do this with
any subaccount you want.
You can basically create a copy and
even if you delete the subaccount,
you will still keep the snapshot.
This is what you see on YouTube and
everywhere people give away snapshots.
it basically is just a pre-made
subaccount and you just import
it in and then you're good to go.
So in here you'll have
basically four different tabs.
So under my snapshots, this
will be all the snapshots.
You have access to imported snapshots.
These are snapshots you have
brought in from somebody else.
Shared snapshots.
These are snapshots that you
have shared with other people.
And then snapshot templates are the pre
made go high level snapshot templates
right in here that you can use for free.
And you would just click create
sub account and it will take you
through the exact same steps we
just went through to basically plug
in this snapshot into the account.
If you don't wanna go that way, you
can come back up to subaccounts.
Okay?
You can click this right here.
You can click manage client line.
and you can click Actions right
here and click Load Snapshot.
And you can pick the exact snapshot
you want, whether it's one you
brought in or a pre-made one.
They'll all be right in here.
And you just click it.
You click proceed, you go through all
of the assets you want to keep, so you
want all the websites, all the surveys,
all the forms, yada, yada, yada.
You click Proceed, it'll check for
conflicts, you click proceed, and then,
it will now go into Declan's Biz and
import this snapshot, which is really cool
because it will take all of the stuff that
I just have and put it in the sub account.
So all of the websites I had will
automatically get put in here,
all the reputation management
campaigns, all the automations.
It will take all that and
plug it right in here.
So as you can see, this
is very, very powerful.
But that is another way you
can add in the snapshots.
So now that you understand, you know,
what this tab does and how it works
and how to search for snapshots, we now
need to go into creating a snapshot.
So we're gonna come right in here.
We're gonna click Create Snapshot,
we're gonna name it, roofing Snap
Shot, and we would select this sub
account that we want this built of.
So we're gonna click Ryan's Roofing
and the website and everything
I built in Ryan's Roofing.
We'll then get made into a snapshot.
So we click next,
so we look at this and we
go, we wanna keep everything.
So I like everything in here.
We click select all.
We click Proceed.
And now this is creating a snapshot with
everything in Ryan's Roofing, all of
these tabs, everything in it, websites,
automations, et cetera, et cetera, into a
snapshot that we can reuse infinite times.
So as you see right in here, now it is
loaded and it's Ryan's Roofing Snapshot.
So we can use this again and again and
again, and you can click this right here.
this will take you just to create a new
subaccount where you can add this in right
here, that snapshot, So then you can click
this push update to link subaccounts.
So this is, if you're changing stuff
in Subaccounts, what you can do is you
can then update and it will update.
All of the snapshots that you
have sent out to everybody.
Be careful with this because sometimes
if you override something it will
override what they've already done.
So remember, they have to plug in their
info to an automation or a website.
Let's say if you click this and you
had a new update and it overrides their
automations, all of their automations
get wiped out as far as what they set up.
So be very careful with this and if
you're gonna do this, make sure it
doesn't override anything and make sure
you let them know that you're doing it.
And then right in here,
you can edit the snapshots.
This is how you copy Snapshot id.
So this is for if you need to
talk to support or anything,
you then have share snapshot.
So you have multiple different
ways to share a snapshot.
So you can give these away or sell these,
which can get into in a sec. And you have
a get permanent link, a share onetime
link, which disappears after one share.
You have an email share link
to send it to a contact.
An agency restricted, so
only people on agency view.
A sub account restricted, which
is exactly opposite of this.
And then a marketplace share.
So you can try to sell it, which
we're going to go over in a sec. But
let's say we wanna do permanently,
we would click this right here.
You can enable assets protection
so people can't steal your
stuff, which I recommend you do.
And then you click get link, and you
now have this link right here and
you'll click copy, and then I'll show
you what it looks like in another tab.
So we paste it and then we
get this yes import now.
So we wanna import this snapshot and
then we're going to import it and
we're gonna see it pop up in here.
You see, you now have
an imported snapshot.
My snapshots, you even
have shared snapshots.
So that's how snapshots work.
Very simply, it is basically just
a simple way to duplicate a sub
account and have it inside of your
go high level account forever.
And you can even sell your
snapshots on the marketplace.
And this is a article, if you're
confused at all, how to go in
and understand how to sell these.
And you can go onto the marketplace,
which is right down there, which we
will get into in a sec. but this way
you can sell your snaps if you have
a really good one, a premium one,
you wanna make extra money off these.
' cause sometimes people have really
great accounts, like they may have
had a roofing client account that blew
up and got a lot of leads and ranked
high and they wanna share it with you.
But that's snapshots in a nutshell.
That is how they work.
That's how you create them.
It's all as simple as that.
We now move on to reselling.
So reselling is kind of like rebilling.
It's other things in high level
that you sell to your sub accounts.
So again, this depends on how crazy
you're willing to get, but you
basically have the workflow plan.
You have reselling the client portal.
You can sell AI employee, which
is all the AI features, unlimited
resell, the prospecting tab,
resell Yext and stuff like that.
Resell WhatsApp, And resell
WordPress and resell Ads manager.
So all you do in these is you basically
configure the markup price and they
will buy it, or it can be part of their
plan, however you want it, and you'll
make that extra little money off of it.
So for example, you want to
sell WhatsApp to your clients.
This is how much high level costs.
It has to cost you $10 to buy WhatsApp.
Why?
Because they don't own WhatsApp.
It's another service.
You then can dictate
your exact price in here.
So let's say I want to
do $15 and I click save.
I now make $5 Cinco pesos after
every single high level purchase
of WhatsApp in the sub account.
So this can mean an extra little way
to make a bunch of money, or you can
just add this in their total plan.
What I see a lot of people do is they add
reselling in the plan they already have.
But you can kind of come in here
and play with the numbers and you'll
see that's how much you have to pay.
This is how you'll break
even, and that's your profit.
And then you can see, oh
wow, look how cool this is.
This is, you know, how much I can
make off of every time someone gets
WhatsApp, depending on your industry.
So what a lot of people are already
doing, you have to understand
this and you have to be smart.
They're already paying for this stuff.
Don't be like, oh, I
don't wanna upsell people.
they're literally already paying for it.
A lot of people are
already paying for Yext.
A lot of people are already
paying for WhatsApp.
Like people are already
doing this kind of stuff.
That's why it makes a ton of sense
to make sure you take this over
'cause they're already paying for it.
So that's how you do it.
You just come in and you configure
exactly how you wanna play with that.
You click save, you'll see your profit.
Remember you have to just break even
on the price, high levels charging
you and you dictate whatever you want.
In the SaaS configurator, you can
preset these up at a fixed price.
So every time someone signs up, it's
already all built in for one simple price.
Again, another perk of having the 4 97
plan, 'cause you can scale much faster
and then you can upsell marketplace apps.
We're gonna go into the app marketplace
down there a little bit later, but
this is basically just all of the
other apps you're gonna plug in.
Zapier, you name it.
These are apps that you plug into
high level and you can do whatever
you want with these, but this is
all for third party stuff and you're
really trying to get granular, but
that's how you would configure it.
In reselling.
So now we have add-ons.
So really all the add-ons is, is
high level trying to upsell you.
That's all.
That's all it is.
you can have account setups, advanced
account setups, priority sports.
You can skip the line, you can white
label the mobile apps, kinda pricey.
you can have this AI chat bot,
which you don't really need.
You can just get a better AI
chat bot make for cheaper.
Um, HIPAA compliance, okay,
that's for if you're doing stuff
with like doctor and insurance.
But this is basically things that
you add onto your account if you
need them in a specific industry.
So say if you really wanna spend an
extra 300 bucks a month and get top-notch
support, you would pay for that and it
would be added into your agent's account.
So these are not necessarily stuff
that you charge your clients, it's
more stuff that you charge yourself
to make your account better.
But you can find all the services by
clicking this dropdown right here, or just
look right here and just click view more.
It's very easy, very simple.
Or click speak with us and it will
take you into a consultation where
you can talk to some sales person and
try to figure out what's best for you.
But that's, that's up to you.
This, a lot of people won't need that,
but that is something that you can do.
So that is what the add-ons tab is.
If you did not know, it is
just extra features you can buy
from high level to help you.
Now we have the affiliate portal.
So this is the affiliate
program of high level.
A lot of people know about it.
This is where you will basically see all
of your earnings, so your reports, your
payment details, your payment history,
so how many, payments have been made
from high level to you, your invoice
history, and then if you want to talk
to anyone one-on-one to understand the
high level affiliate program better.
A high level program is very simple.
You get paid about 40% of
people's high level plans.
So if you sign other people up
with high level, you get paid that
amount of money every single month
off of their, subscription forever.
Now we have the affiliate portal.
This is Go High Level's affiliate page.
So this is where you can sell, go
high level to other people and get 40%
of their payment every single month
as long as they use the software.
Okay?
You're basically an affiliate
of GoHighLevel and I'm assure
you've heard all about this.
This is like a very popular thing
at high level, but in here you'll
see your promoter details, how many
payments you've had, your history,
what your revenue is looking like.
You can even go to about
and talk to these guys.
If you're interested.
You'll lab numbers, you can hop on group
calls and chat with all these guys.
Pretty interesting.
we watch a video.
It'll just give you all of the
details on the affiliate program.
You just have to go in, read their
affiliate policy except join, and
then from there you can get a special
link and you can start getting other
people on high level and getting 40%
of their commission every single month.
Easier said than done.
It is pretty hard to do.
And this is how you sign up with it.
You just follow the steps
and you're good to go.
So that is how the affiliate
kind of program works.
And now I have other videos on this, so
I'm not really going into the nuts and
bolts of it, but it's really simple.
you go through the affiliate policy,
you sign up or you reach out to them.
and to sign up, it's very simple.
You would just review the affiliate
policy right here, watch the high
level compliance video, download the
affiliate marketing toolkit, download
the compliance flowchart, click agree,
and accept, and then you can basically
start affiliating high level and
making commissions every single month.
So that's how you do it.
It's very simple.
It's very straightforward to even have
a bunch of achievements from money
you make where you get this and you
get awards and it's all pretty cool.
But that is the affiliate
program in a nutshell.
We now have the template library.
So this is just all of the
templates in go high level that
you are gonna be using in here.
So like the website templates, the
email marketing templates, whatever
template you want, it's all in here.
And this way you can configure it
for each sub account or however.
I like to leave all of this on.
A lot of people go hand with this.
I just like to give them everything.
It's much simpler that way.
but in here you can create your own
templates, put in sub accounts, and
have like your own version template.
This is kind of like snapshots.
You could create a website template
in here for everyone to use.
Pretty cool, huh?
If you built a really cool custom
website, and then again, there's ways
of selling that on that marketplace.
But in here, I mean, it's
got so many different things.
You've got all of the different template
types, website stores, email, social
planner forms, all this stuff right here.
You have all the different niches
right here you can click and play with.
You have filters to see how
you want to basically configure
it, which is this right here.
You can search for the exact template.
So we just do plumber.
Okay.
So we would just click lawyer
and you'd have all of your
lawyer templates just like that.
You can have most popular, most recent,
you pick whatever you want and it's going
to bring up all of the templates in there.
And again, you can configure it
just the way you want by clicking
these, these buttons and these
filters to get it the way you want.
But it's very self-explanatory.
You can hide it right here, or you
can view it like this so you can see
exactly what you're dealing with.
So you can be like, oh, I
really like this website.
And that way you can see it.
it's actually a pretty good website.
and then play with it just like that.
And then if you like it, you can
basically plug that into your account
or just go into your account and plug
it in, just like we showed you before,
very simply by going into the features.
But by the way, this is an agency view
video, not a subaccount View video.
So please, if you're confused on any
of this, go to my channel and watch.
Um, by the way, I will be linking
a video at the end of this video,
which is going to be how to master
the entire subaccount thing.
So please check that out.
that's it in a nutshell.
That's how you do it.
And then you have extra settings right
here to just go through any of these
things, your view preferences, the
categories you want, if you have a
bunch of stuff, tags to add, depending
on you on life insurance, lawyer, Then
types is, as you see here about bio
checkout consultation, it could be free,
PDF, lead magnet, whatever you want.
You would plug it right in here.
So this stuff is very straightforward.
You just kind of go in and poke
around and pick exactly what you want.
I'm not literally gonna go through
every single website template,
every single store template.
'cause that's up to you.
So that's how all the templates work.
And again, to create your own, you'd
click create template, pick the sub
account you want, pick how you want it
in there, pick exactly what template you
have built out, and then click continue.
And it will take that website you create
or whatever you want, and have it prebuilt
for you, and then you're good to go.
So that is how the template
library works in a nutshell.
So now we have partners.
This is basically a way you can
make money inside of go high
level by partnering up with people
or them partnering up with you.
So you can basically come in here to
find a partner and it's going to take
you to this page and it's gonna show you.
All of the people in here and
they basically build websites.
They build, you know, funnels, they do
custom stuff, they do whatever you want
and they're all in here and you can just
come into category and pick whatever
you want, what language, what industry.
And you can find people that are experts
in go high level and talk to 'em.
And in here they're high level certified.
So if you look right here, you
can get certified at high level.
So this does cost money, but
getting certified is interesting
'cause they will send you people.
and they list you on that
page I just showed you.
So this is how you get certified.
And to get certified you just click get
certified and follow the instructions.
But that way you are like a
professional and go high levels eyes
because they have certified you.
And it can be an easy way for you to
get clients if you build up your resume.
Think of it like fiber and Upwork.
So that is something you can do very
simply and very straightforward, just
following this exact instruction.
I know people that actually make decent
money from this, but you can come in here
if you find the right person you want,
view their listing, send them a message.
Hey dog, help me out,
blah, blah, blah, blah.
And guess what?
You now have a list of people
and you can search for keywords.
And you have all these other grid
things, just like the categories.
That way you can kind of find exactly what
you're looking for, or you can click view
listing or send these people a message.
If you're interested in talking to Caitlin
or Cohen or Mike, you can just send them
a message like, Hey, I want this and that.
this can be a great way for you
to find high level professionals.
so drop a comment down below if you're
confused on this at all, or message
me free on WhatsApp or Facebook, I
can help you out with this because
I think a lot of people are, are
very interested in this and it's
a great way for you to potentially
make money and meet with people.
So this can be confusing.
A lot of people don't
even know this exists.
I just know they don't.
'cause they get this question a lot.
But that's the way to do it.
So find a partner was this right here.
If you need something done.
On the other hand, this is how they
funnel people in here to get more
leads, to have people help out.
You can then put in your name,
last name, organization, email,
a bunch of other stuff and
describe what you need help with.
Like I need a complex automation
build out and you can click continue
and it would basically submit
in the go high level ecosystem.
Now, I personally think the best place
to find real professionals is YouTube.
But for some people this may be great if
you're trying to figure stuff out 'cause
some of these guys may be on YouTube.
But that's how it works.
It's so straightforward, it's so simple.
those two different things are basic.
You submit the form and you now have
access to a whole broad range of
professionals that could help you out.
Or like I said, you could get, go
high level certified by following
this, by going in and doing the
go high level certification, which
I just showed you right up here.
And then they could potentially
send people to you, which could
put dollars in your pocket.
So that is another interesting
thing that may be helpful to you.
So now we're gonna go to university.
So all this is, is a place where you can
learn more about go high level videos.
It's a free training.
I personally prefer YouTube,
but this is an option.
Then we have SaaS education.
So all this is gonna be some videos
and some trainings right here, very
simply and very straightforward for
you to master the SaaS configurator.
So, amen.
4 97 account.
You're only get access to this.
This is here just to make sure
you understand SaaS mode, because
SaaS mode is a whole other thing.
It's a whole different part of
high level where it auto-create
sub-accounts and it goes into rebilling.
And again, I have a video on this
because it's so much different, but
that's basically how you would do it.
This is a way to learn more about it
very simply and very straightforward.
So, SaaS education can be great if you
just wanna learn a little bit more about
the SaaS configurator and it could make
you more money, except I already went over
this in this video, so this is necessary.
But it's just a little page where you
can educate yourself If you have the SaaS
configurator, which is on the 4 97 plan,
then we have the GHL Swag store.
So all this is is a place where
you can buy HLS, merchandise,
hoodies, jackets, hats, accessories,
bottoms, whatever you want.
It's right in here.
You can look at it.
Not really gonna go super in
depth on the GHL swag store 'cause
it's just not that, you know.
Impressive.
I mean, it's where you
buy go high level clothes.
So now after that, we go to ideas.
So this is, in my opinion, one of my
favorite parts about go high level.
You can log in and you can go in
and you can submit your ideas to
the ideas board on high level and be
like, I want a new website feature.
and if they vote on it and more people
like it, they will actually take these
things into consideration and build it.
I did this with Square, believe it or not.
The reason they were able to add Square
to the calendars is because of me.
I knew the developers when I met
them at the high level conference.
I badged them.
I was like, we need this,
we need this, we need this.
And there was a bunch of other people
going, we need this, we need this.
And we all got together
and we made them do it.
So you can actually create high
level, you can reshape it, you can
go in and you can actually put your
feedback in, get other people to
vote on you, and you can change it.
Here's the change log.
this is basically all of the stuff that
is getting changed, so it's awesome.
I mean, this is, this is really powerful.
This is the Ideas board.
Guys.
You can get real time feedback, put it
in, and they can change stuff for you.
This is awesome.
This is so powerful.
I highly recommend you
guys check this out.
You'll love it, and it's a place
where you can be heard and you can
change the landscape of high level.
Not many softwares do this,
but this is where you do it.
Then we have the mobile app.
So this you have to pay for, but this
is the mobile app that you can basically
go on your phone and change it up.
So suppose to just having lead
connector, you can come in here if you
want to pay extra for it, you can go
right into customize app and you can
customize the way it looks, okay with
the profile, the overview, and then
basically set up, a payment plan because
you're gonna have to pay for this.
and here are the prices, but you
can change the way the mobile
app looks if you want to do that.
And that's where you would do it.
You would come in here, you'd
pay for it, and then it gives
you all the customization for
branding profile, overview.
I'm not gonna go in how to do everything
'cause it's very self-explanatory.
You change the logo by
clicking the button.
But this is a way you would do it
if you want to pay for a mobile
app and have it completely changed
and then customize your way.
So you have now a mobile app
that is reflecting yourself.
So that is how you would do it.
Last but not least, we
have the app Marketplace.
This is where you will find apps
that are from third party vendors.
So Zapier send in blue synth flow, vapi
wave, do all these things where you
can come in and add it in and it will
basically help you out with this stuff.
So.
In here you have your categories
to pick what you want.
You have pricing.
Do you want it to be free?
One time you have niches to pick
distribution type, and you can just
play with this and be like, I wanna
find something in advertising.
and I want it to be free and
I want it to be in the dental
niche and it's gonna find you.
Well, it looks like there's nothing there.
but you would click exactly what you want.
You can delete your filters
just like this, and then you
can find exactly what you want.
That way you can get a
list of all the stuff.
'cause here's the thing, certain
agencies or businesses may need
add-ons to high level, and this
is where you're gonna do it.
You will add on a feature that's you
can't find in high level to bring it in.
That's why people will be like,
high level isn't the best.
It is the best because if high level
isn't the best, you use a third
party app and make it the best.
So you have unlimited functionality
with hebut and a lot of people
don't realize this, that you can
take other things and add it.
In to go high level and
make high level even better.
So high level is undefeated in this area,
you can really just keep upgrading it.
But this is where you would do it.
And all your installed
apps would be right here.
these would be all the ones we installed.
So once you find the app you like, let's
say it's make, you would just click it
right here and you would click I install.
Now if it's a paid app, you'll have to go
through and pay for them, but you would
click it, you would click install, and
then you're gonna have to go watch videos
on YouTube or wherever they have maybe
in here to then properly plug it into
the sub account or wherever you want it.
But this is really great for, I know
like a lot of real estate people and
people with like showcase IDX with
these more complicated systems, they
may need to go to the app store to
get it plugged in, but this is how you
can upgrade your entire go high level.
If there's something missing,
you click it just like that
and then you are good to go.
Okay, so now we finished all of
these tabs here, but oh wait, there's
more settings, a whole lot more.
I promise this part will go fast
'cause this is not super complicated.
But now we have to go over the
settings part because what this
settings part is, is it's the fine
tweaks between all of this stuff where
you configure basic stuff forever.
So let's go into settings.
So the first thing is my profile.
This is really just your
data on your agency.
So your first name, last name,
email, your phone number.
You can select the
language of the platform.
So this will change everything.
And then you can change your
password or do anything like that.
And it's pretty interesting 'cause this
gives you that functionality to quickly
change everything in your main account.
And you can sign out of
all devices right here.
But that is what the, my profile is.
Then you have company,
so this is all of the company settings
of your entire high level account.
So the name, the email, the phone
number, your website, your category,
you know, this is the basic stuff
that you had when you first set up.
And then basically you have
your address and then any sort
of stuff with your features.
Um, things you want turned
on, turned off, configure.
Again, a lot of this stuff is
already in the other settings,
but this is where you do it.
Then you're gonna have your relationship
id, which is the code that is on
your account that makes you unique.
Then from there you have white label.
So this is, if you want to change the
logo up here from this right here,
which is your go high member, you
have to have this on the higher plans.
But we could upload a logo
right here and change it.
So we'll come right to downloads and we
will do, let's just do my face and then
this could be, look at that I'm there,
and then you can white label the account
so it's no longer GoHighLevel it's Declan
level or whatever you want to call it.
Then your white label domain.
So this is going to be the default
email plugged into the account,
which all of your other sub accounts
will be using to send emails out.
But that's up to you.
How you want that configured.
And I have other videos on this,
but you want to configure both
those for it to properly work.
Then you have a privacy
policy and a terms of service.
You can basically have these for the
entire account, which is where you'll
put them in, which can be very handy.
And then this stuff around here, which is
the themes, which you can have it be light
theme or dark theme as you see right here.
And then custom CSS, JavaScript
to customize the way this looks.
'cause some people, when they white label,
they wanna make this look way different.
So this is where you'll configure it to
make this whole thing look way different.
Or you get a plugin, but that's where
you would configure this stuff, change
your logo and do all that other stuff.
So you can basically customize
the settings, so to speak, and
make your account look different.
Then in advanced settings,
this is just some basic stuff.
This is account security, which you're
gonna want enabled session timeout.
This is if after you know, four
hours, eight hours, whatever,
you automatically log out.
You can have never or not.
And then optimize experience, which
has a couple different things where
you can basically use some surveys,
product guides, daily updates, and
beta features and you can just turn
these on or off, just like that.
So that is company in a nutshell.
It basically is just a way to
make the platform look different
and customize it and have those
overall features across the board.
then we have the team.
So the team is very similar to
if you come into settings on a
sub-account, my staff, but it is
the, my staff control of everything.
So it's like the ultimate admin
control panel of all staff
across the board and in here.
You basically have different user types.
So you can have an agency user,
an account user, you can have them
be a user admin owner, and you can
pick the exact sub-account you want.
So in here what you can do is you
can basically create a user, either
of agency view or just admin or just
Subaccount view, and you pick that.
And to do that, you just click add user.
You put in their first name,
last name, email their password.
You come right in here
to roles and permissions.
You pick whether they want to be a
subaccount or agency, whether you
want them to be an admin or user.
And then you can basically restrict
certain subaccounts and then give
them access to these features.
So if you want, let's say this
user to only have access to the
marketing tab, you can turn off all
this other stuff and all these other
tabs in high level will be gone.
It'll just be the marketing tab.
So you can basically control
what they get to see.
And the way you do that is just by
toggling these things on and off right
in here, and you can turn off everything.
You could just have them
have access to payments.
I mean, you could literally just make
this software into a, you know, a
contact CRM, like you could do that
And the way you do that is
by turning this on and off.
So that's how you would create users here.
So that's it.
It's as simple as that.
You would just come in here, add your
users, and again, you can have it be
on agency view or sub-account view.
And this is where you'll see your entire
team inside of go high level and delegate
what you want them have access to, and
you're gonna wanna do this if you're
bringing in VAs employees, et cetera.
So that's how you do it.
Now we move on to billing.
So billing dashboard is where you're gonna
see your plan and all the payment info.
This is the plan you are tied to.
So you go, wow, this is the 4 9 7 plan,
and it'll show you any add-ons you have
and what subaccounts they're attached to.
And if you want to skip the trial
and pay immediately, you can
click that right here, And then
you would click this right here.
If you want to upgrade your
plan, get a trial extension.
So get a longer extension of
GoHighLevel more free days.
Downgrade your plan.
So move from 4 9 7 to 2
9 7 or cancel your plan.
You would just click this and follow
the steps to cancel go high level.
So that's the way it'd work.
and then if you have any billing
questions, you can call this number right
here and ask them stuff on the phone.
Like, Hey, I have questions about this.
But this is where you will
configure your subscription to
high level and all the rebilling.
It'll be right in here in billing,
under settings, on agency view.
Then in here we have payments.
so this will just be your credit card
info, your billing information, any
of the payments you've made in high
level, whether that is rebilling
reselling, or the software subscription.
It'll be all right here.
So you can see all of this
wallet and transactions.
I go in depth on this in that
other video I talk about.
So please check that out.
But this is an in depth, like I'm
talking in depth view of every single
transaction made, and you can come right
into detailed transactions and it will
legitimately show you every single little
transaction inside of Gulab as you can
see if rebuilding is working, if it's not,
and you'll be able to play with that to
know exactly what's moving in what area.
If you're doing rebuilding on the 4 97
plan, this needs to be utilized because
there may be some people that are not
getting rebuilt and they are taking money
out of your pocket without you knowing.
This is where you figure that out, and you
can figure out the timestamp, you can come
here to all the transaction types, okay?
To figure out exactly what's going
on, if it's SMS, if it's lc bone.
That way you can see exactly what's
happening with this and then configure
it as is, or you can export it and you
can click the exact sub account that
you want to see the transactions on,
But that is how you'll see all of the
minute transactions in high level.
So then we have notifications,
which just notifies you on
the wallet and the rebilling,
And you just toggle this on and then
collect the conditions you want,
pick emails you want it sent to.
That way it will just alert you
with what's going on in the account.
So again, billing is just a place
where you will see your go high level
subscription, what your paying GoHighLevel
and then what all of your clients
are doing inside of go high level.
So you can see every dollar
going in and out of high level.
A lot of people really don't know how
to use this, and I recommend you watch
out other video because this will
help you become a pro with high level.
So next is phone integration.
So this is just where you're
gonna see all of the phone
numbers and who has access to it.
So remember there's lc phone and
Twilio lc phone is what high level
has that is built in, which is Twilio.
And then you can plug in
Twilio, which is also lc phone.
It's very confusing.
It's really not.
They're just kind of the same thing, but
they're actually different companies.
So it's get that.
This is where you'll see
all of the phone numbers.
So lc, phone and Twilio, you
know, native or outside, which
is Twilio plugged into here.
And in here you can just go this and learn
more about lc phone if you're confused
on how that works, by clicking that.
And this will just show you all
of the sub-accounts that you
can see that have it enabled.
Doesn't mean they have it, but
they have that option to buy it.
And then you can click delete
connection or whatever you want there.
you can export all of these.
You can move numbers.
So if you have one sub account, like,
okay, I have Declan's biz and I want
to, which I don't have a number,
then that's why it's saying that.
But if I had a number there and
I wanted to move it into, let's
say Ryan's Roofing, you can pull
numbers from different accounts.
Really cool, huh?
But that way you can basically
move it from side to side and a
two P status will not be moved.
But that's how you can basically
move numbers around from subaccounts.
You'll do it right there and move numbers.
And then you can switch all subaccounts
to lc phone as opposed to Twilio.
So that's how you do that.
Very simply, they'll show
you all the subaccounts, you
have account creation, okay?
This is just default preferences.
So do you want to automatically
have the phone system linked?
We already have that enabled.
Do you want to allow account users
to submit a two P registration?
If Rebilling is disabled, remember,
a two P registration costs money.
It costs like 20 bucks.
You want to have this not checked
and maybe you wanna just let
'em have for free, but they will
rack up charges if you do that.
So you wanna make sure that
they are getting rebuilt.
'cause guess what?
If they fail, that's your fault.
And then you have to pay their
bill for their negligence.
Then you have automatically
enabled number intelligence.
This basically just detects spam
and does other bunch of stuff.
You can turn that on.
It's pretty cool.
And then you can have a messaging
limit and you have to have
this set up in order to work.
But this is just for how many are
going out so people don't get banned.
But that's where you would do that.
Email notification settings.
This is just the notifications that
go on email, but we're about to
go into email so don't even worry
about this, so just to recap, phone
integration is just all of the settings
that have to do with Twilio and lc.
Phone inside of your grow
high level accountant.
This is where you will
configure everything, moving
the numbers and do everything.
It's right in here.
Next we have email services.
So this is where you will
control all of the emails.
Okay?
For go high level.
So you can either have LC email, which
is lead connector email, or you can
add in mail gun, which is a third party
that plugs in, which you would go to
your mail gun account and plug in,
the API and the domain and plug it in.
And then you would have
mail gun be your provider.
But this is basically.
Where you'd have the emails
for your account for them
to send out to do rebill it.
So that's where you do it.
You then basically have where you want
this, so you can have email verification
on all these sub accounts by talking
this on so they get verified first.
Okay.
Risk assessment.
This is basically just going through
all of your email verification and
seeing that bounce classification.
This is the data on how your email
domains are doing and, and, and is
it balancing, is it getting banned?
Postmaster tools, this is through Google.
This is a way to optimize your
email so it gets in more inboxes.
This is where you do it.
If you have Microsoft,
it will be through here.
advanced settings, which is
automatically enable email
verification for new subaccounts.
So if you're creating new Subaccounts with
the SA configurator or through GoHighLevel
this will automatically enable it.
So you can basically have them go
through and then you're good to go.
So that's where you would add that.
Again, just like the phone integration,
this is where you add all of your stuff in
to basically have email working properly.
It's all through here.
Everything you need to basically
get it plugged in and set up.
And I have videos on
setting up your agency.
Okay, on my channel.
So go check that out.
But this is just where everything is.
So you know like, okay,
this is where I need to go.
this is where you would
basically plug it in.
An lc phone is already default, so
it's just plugged in from there.
You basically just have it plugged in and
you set up your email and you're done.
So it's easy.
So I'd recommend using lc email as
opposed to mailing, 'cause it's already
plugged in and the work is done.
But this is where you will
configure all of that.
Then you will have system emails.
So what this is, is this is all of
the settings to do with the emails
that get set out automatically.
when a new user gets added, when
someone logs into a community, when
someone you know buys your thing.
This will be the email that
goes out automatically.
A lot of people are confused
on how to set this up.
This is through system emails.
if you are automatically selling people
stuff and they're getting emails and you
don't like the way it looks, you come
into settings on agency, but you can
go to system emails and you change it.
So you can click change template
right here and you can play with the
exact template and you can go and
create a new one and you can pick the
exact sub account you want it on, But
that's going to be the email that is
sent out when any of this is created.
If someone is resetting their
password, this is where you
will create that initial email.
So when someone's logging in, says
forgot password, this is the email that's
being sent to them, you can come in and
configure this the way you want it to be.
Same with a verification code.
You can come in, change template, play
with it and make it look different
depending on what you are doing.
That way you can have full
functionality of what's going on.
'cause sometimes people don't like this.
Maybe you wanna put your logo on it.
Maybe you want it to say a nice message.
Maybe you want to have a, you know,
a calendar for them to book a call.
That's where you're
gonna configure all this.
And then in settings you would just
have the default system picture, which
is what we added up there, which you
can remove, update, which is just
plugging and sign to media storage.
And then you have right here,
the color for the sample button.
You know, you wanna make it
red, you wanna make it whatever.
You click that and then you're done.
So that is the system email.
It is just the default settings for
sending out emails on users being
created, new clients, you know,
people resetting their passwords.
This is where you would configure
it and just follow along exactly
as I taught in order to get it.
So now we have lc premium triggers.
So this is just if you want this
enabled on this sub-account or
not, this is with Rebilling.
Well I recommend you watch that video.
This goes into rebilling.
So this is making a little bit of
money off of every premium lc trigger.
and you would just click this on or off.
And if you have SAS mode turned on,
It would show you how to do this.
You would just click this on,
it'll have SaaS mode and it
will then start billing this.
This is just a way, 'cause you can
have this default set up on all your
accounts, but this is just a way to turn
stuff on and off for certain accounts.
You would come right in here
and this has to do specifically
with lc premium triggers.
If they're using it, this is
where you would access it.
Then the same exact thing for AI
employee, So if you don't know what
AI employee is, it is this right here.
It is for $97.
You get access to unlimited voice,
ai, unlimited funnels and website
ai, unlimited reviews, ai unlimited
conversational ai, unlimited content
ai, and unlimited workflow ai.
It is a package that they've
created and it is the exact same
thing as lc Premium triggers.
As far as clicking this
on and clicking it off.
It's just a way to go in quickly and
turn them on and off for the subaccounts.
That way they can use AI employer, you
can sell it to them and it just gives
you that little bit of functionality.
Same thing with workflow ai.
You come in, you pick the
exact subaccounts you want
this for, and workflow ai.
It's the same rubric.
You pick exactly what you want,
you turn it on or off, you're good.
And this is for workflow ai, which is
part of AI employee domain purchase.
Same thing.
You turn it on and off the way
you want it, just like that auto
complete address, the same thing.
So now we move on to private integrations.
So this is beyond app marketplace.
This is plugging in third party
providers into your agency dashboard,
not just your sub accounts.
So you click new integration,
you put in the name, you want
the description, and then you're
basically gonna select the exact scope
and plug in a different software.
This could be Zapier,
this could be you name it.
It's plugging in an integration into your
agency to change high level altogether.
This is some more advanced
developer stuff, but this is
where you would do it, right?
In private integrations.
Then we have affiliates.
So then you have affiliate settings,
which is just the affiliate program.
Some extra little settings.
You actually don't really need to
go into this 'cause it's already
in the affiliate dashboard, but
this is where you would add it.
And then adding a Facebook
pixel ID and anything else.
and then you just click save.
So that's that.
Then we have custom menu links,
which is super cool, which a lot
of people don't know how to do.
So pay close end, because I'm gonna
walk you through this exactly.
So now we're on custom menu links.
Okay?
So what a menu link is, is it's one of
these that is a menu link, and it's on
agency side and on sub account side.
And you can build one for both,
You can do whatever you want.
And it's so cool and
it's so underutilized.
I don't see people using this a
lot that are more like lower tier.
But if you have a SaaS, you know
company, and you're doing well, you can
add all kinds of cool stuff in here.
So you're gonna come right into
here, you're gonna click Create New.
Select your icon.
So we're gonna do YouTube.
Remember the icon is this
thing little right here.
Okay.
Then we're gonna click title.
So we're gonna do Declan's YouTube.
Okay.
Then you're gonna pick the url
so you can put whatever you want.
This can be a webpage, a social media
page, a calendar link, whatever you want.
You plug it in, simple as that.
And you click paste.
And then you're gonna scroll right
down here and you can basically
pick how you want to pop up.
Do you want to as an I frame?
You can have an I frame.
If it's a page, You can do
it with a YouTube video, but
not with a YouTube channel.
You can have an open up in a
new tab so that pops up in a new
tab or open in current windows.
So we're gonna do open in current window.
Then you can pick, do you want it on
agency sidebar, which is this sidebar
or subaccount sidebar, which is this?
We are going to do both.
And then we're going to click
what Subaccounts we want.
We're gonna click all.
Why?
'cause we want 'em all.
Exclude subaccounts.
No, we don't wanna excluding.
And then role-based visibility.
Do you want certain
people to see these verse?
this is good.
If you have coaches and programs
like that, you can do it like that.
But we're just gonna click all and
then we're going to click save.
So boom, there we see it right here.
Here is my menu link.
So let's check on sub account view first.
Boom, look at the out.
Cool is that it's popping
up on the menu now.
So we click view and boom, it
takes me to my YouTube channel.
Let's go to agency View.
Oh my gosh, look it up.
I clicked that too.
Boom.
Takes me to my YouTube channel.
How stinking cool is that?
So that's how you do it.
And then to edit it, you can click that
right there or delete it to get rid
of it entirely, and then it is gone.
Those are custom menu links and
they're incredibly powerful.
So now we come down to Stripe.
So this is going to be where you plug in
Stripe, which is the payment processor.
You would follow the steps, you would
click, you know, log in, and it'll take
you through exactly what you need to do
to plug in your stripe to your account.
Now I have a setup video, which you
can watch, which goes into this,
but that's how you would do it.
And then to disconnect, you would
click this right here, I acknowledge.
And then it will disconnect your stripes.
You can plug a different one in.
So then we have API keys.
So this is for, if you're using stuff
with the app marketplace and you're
trying to plug in custom apps, you're
gonna need API keys to plug stuff in.
And you can do that right in here.
You can create new and you can add 'em in.
You can kind of see which ones you have.
And this will all be
generated through here.
So this is where you'll
see access to all that.
So make sure that you look at
this if you're confused at all.
'cause this is where it's going
to be all of your agency, API,
queues, then location, API
Q, which is your sub account.
Then we have compliance.
So this is anything with hipaa, GDPR, any
of these sort of like compliance acts.
That'll be right in here.
And this you have to pay for if
you're doing stuff with medical,
it's some sort of insurance thing.
I don't use it, but you're gonna
need it if you're in that industry.
And then GDR compliance is stuff
for Britain and you know the, the
overseas people, which we actually
need to have, which you could have
in a privacy policy, but this is
basically compliance to make sure that
you are following the right standards.
You do not need to have this if you're
not in that industry, but for certain
people you will need to use it.
this is where you will see
all of your compliance stuff.
Last but not least, is the audit log.
So this is awesome because what this
is, is this is a complete list of
every single action in go high level.
Every subaccount, every agency,
you will see everything.
See the menu links I just
created, those are there.
Ryan's Roofing, da da, da.
It shows everything, every single
data point on anyone in your
agency so you know exactly who's
doing what, where they're doing.
You know if employees are
being honest or lying to you,
you basically see everything.
You basically know what people are
doing when they're doing it, who's
deleting what, because sometimes
people go, I didn't delete the website.
And then right here it says
that John deleted the website.
That's where you'll see all this
is in audit logs, and this is
over the entire account now.
Sub accounts have audit logs, but
that's just for the subaccount.
This is for the entire
go high level account.
And you can search for stuff.
You can select what users you want in
here, what actions, what they've done,
you know, basic stuff, the timing.
That way you can get it narrowed down.
But this is great to make sure you
have like a basic insurance policy
to know who's doing what and to
make sure you have data on people.
If they say dumb stuff like I didn't
do that or I did, you can look
and be like, yeah, well you did.
I see it right there.
Because sometimes people are dishonest.
But this is where you'll see
that overarching view of golos.
You can know what everything does.
So that's it in a nutshell.
So that is audit logs.
So that is agency view.
You did it.
You made it through this
ridiculously long ass video.
I appreciate you doing this.
I really do.
But more importantly, you should
appreciate yourself for taking the time
to better yourself and master high level.
So again, thank you.
If you guys have any questions at all,
drop them in the comments down below.
If you are interested in high level,
check out the link down below.
But more importantly, I know you've
already watched a lot of videos,
you probably don't wanna watch
anymore, but watch the video that
pops at the end of this, Because
it's gonna show you really what we
have in our private community, okay?
What we do, who we help, how this works.
And it's gonna show you all
of the amazing free bonuses.
And I'm being serious.
I don't think you wanna miss out on these
free bonuses because they could be the
thing that changes everything for you.
I know a lot of other
people have said that.
I'm not saying it's gonna happen to
you, but I have seen this happen a lot
where people come in, they're like.
Oh my gosh.
If only I had this earlier, I
would've crushed away faster.
So again, guys, thank you for watching.
If you have questions, draw 'em down
below and make sure you watch the
video at the end of this one because
I think you're really gonna like
it and I think it's gonna help you.