GoHighLevel FREE Training Step By Step Tutorial (Beginner)

This is the only go high level guide that you will ever need look my businesses make over $150,000 per month with insane profit margins and all of them are run on this platform we've trained thousands of people on exactly how to use this plus my program won the number one course by the official go high level course contest so today I'm giving you the full picture on how to set everything up so By the end of this video you will know exactly how to set up your business or your client's businesses on this platform you'll

know how to deliver valuable in demand services to clients all the way up until getting paid and seeing that money in your bank I want to introduce you to Christina who manages all of our agency clients and has done thousands of oneon-one setup calls with people just like you she is going to be walking you through everything all the Basics what happens right after you sign up to go high level then we're going to get super granular and advanced and dive into each nitty-gritty thing that go high level does for you and your clients let's

go hey there so a little bird told me that you just signed up to go high level but you're feeling a bit overwhelmed because it's way more than you thought and this is the goal of go high level is to be the all-in-one platform and that's what we're going to Cover today so I'm very excited to walk you through and in this video we're going to see how important is to have goai level and if it actually suits your needs right so goad level was built with four main pillars in mind so first we have

that we have it for marketing agencies we have it for coaches we have it for local businesses and as well for affiliate marketing so go level has given different plans and different aspects that are covered on each part That will suit not exactly with the budget that you need but actually the purpose of why you're getting a high level to starts so let's dive in this is Christina Mendoza and I am very excited to walk you through today see you in a moment all right so here I am at the go high level pricing page

so this is where we'll find all the packages and just so you know what's what are the main differences here because for someone that's just starting out everything can Look like the same like okay what's the different on each so here I I'll try to do like a really quick disclosure because it's not really that in depth so first we have the starter plan which is $97 a month uh the only difference I will say or the main thing on this plan is that it only allows you to have three stuff accounts so that will

allow you to get only two clients because you will need one of those SI accounts for your own business so you will be able to have Two clients but of of course like if you get to clients then I'm sure you'll have enough money to afford the 297 plan now what what happens when you are in the 97 plan and perhaps one of those clients cancel it's totally fine you can reuse that same sub account for another client that can come up all right so here we are now on the first part of go high

level so let's say that you just created your account and now you have this agency dashboard you see this option That says click here to switch what this is about switching where what this means okay so let's go part by part so first of all GOI level here has two settings right we have two options we have the agency view which is exactly where we are and we have sub accounts so what is a sub account and what is the difference with an agency view so I like to do a little analogy here and look

at the agency view as the company building this is what's sustaining the whole business Business and here you are housing the rest of the businesses so when we say that you are on the agency view we mean the access that only agency admins have so you grant this access to maybe your internal team if you have someone managing this or just yourself but there's no way that your clients can have access to this part because here is like I mentioned the company building the control center where most of the actions that you have here will

impact On the rest of the sub accounts globally as the changes that you create or that you do inside the sub account they remain only for that sub account and we can view a sub account as an office right where you will operate a business and that's why you as an agency owner you need your own sub account to operate and to have all of your relations with your clients to do your Outreach to call somebody as you will see here once you are diving through the agency view You'll see that you don't have an

option to call someone to send an email you know so this is a very different setup than when you go inside the sub account so that is a very common question that people have especially when someone is under the $97 plan you know that under the $97 plan you only have three sub accounts available meaning that you can have two clients because one of those sub accounts be used for your business as well so this is how we're going to be Managing under those terms so understand that right now we are on the agency View

and then we're going to jump on the sub account and when you know you're in the sub account is because you click here for example and then it takes you to any of the sub accounts that you have which is each client right or each business for yourself so this is how it goes now here we are on the dashboard so this will tell tell us globally all of our Revenue How much money we're making globally so here you'll see different products that we have and you'll see your stats you'll see how much money you're

making you'll see how many customers you have um new customers lately monthly recurring revenue and total revenue from last month so here we can get some metrics because this is a very important thing and as you keep growing your business you'll understand that if you you are a successful business owner is because you Know your numbers and knowing your numbers is King in order to operate and know where your business is strong and where it isn't so that way you can Implement uh new systems or new strategies and actually take action to grow so it

is very important to be very familiarized with your numbers all the way okay all right so let's start with the most important aspects of go high level so for regardless of what you're do using go high level for uh you'll Know that it will be used for four main keys so first we have lead generation then we have automations and trackingsm which takes you and your lead into a very nice flow sequence of automations that will help you nurture that lead that comes in and you know that once the lead comes in we have to

work them through be super fast and make sure that we turn them into a customer because a lead is not sales but is it is a sign that you're getting to the right People and that you're making some traction some motion so go high level will help us to do that and that's in a nutshell basically what we do now how lead generation is being done how automations and tracking are working how the pipeline marketing is working which is literally go high level's biggest piece of the pie so let's go ahead and let me walk

you through the agency dashboard which is really quick let me show you as soon as you sign up with go High level you will have this dashboard and you will have here a click here to switch right when you have this you can tell that you are not within any sub account now what's the difference between the agency view which is exactly what we're looking at now and the difference between a sub account if we go here you'll be like okay what is this why do I need that okay so we can look at the

agency view as the company building this is the control center and Most of the operations that you do here on the agency view will globally impact the rest of the existing or the future sub accounts so it's very important to have a proper setup here on your agency View and as I mentioned it is the company building the control center so don't forget about that because each sub account can be seen as an office where you will run all of the operations for your own company to get yourself more clients and to get your your

client also To help them get way more business than what they were already having so I like to think of this uh analogy and whenever somebody in person kind of like rents an office you rent it with desk and then you buy computers and you buy this this and that or you you're doing exactly the same but online so you are they're purchasing not only this online space this custom software but they're also purchasing all of the operations that you have the pipeline marketing the Automations and tracking and the lead generation which is amazing this

will make you a lot of money that is for sure so now let's get back to the agency dashboard so this is where you will see in a combination of it's a summary of all of the revenue that you've had in all of the subu accounts that you are getting so you have the total revenue from last month monthly recurring Revenue the new customers that have been here total Customers now if you go to the revenue distribution right here oh I'm moving this a lot is an annoying I'll stop uh right here you can see

per product all of the revenue that you're getting so this is a distribution right and you can just kind of like see like this buy thing there you go and you can like select and isolate per product that you have created those products will be made here on the SAS configurator all right so now it's time to go to the SAS Configurator this is only available at the 497 go high level plan but let me tell you this is a Game Changer because you're able to create your own plans get your pricing right here generate

a payment link for your client to just go and automatically pay and you're able to add your own features to this plan so whenever somebody purchases this plan their sub account will be automatically created with all of these features right Here you can even set a trial period you can add complementary credits this starts with $10 this one starts with 15 and this was to start with $20 and this is for the communications the text messaging fees all the phone calls and email marketing as well so why don't we take a quick look and let's

make sure that we create a plan so you have a rough idea on what to add so the pl name will be Pbl's affiliate a description [Music] let's make money perfect next select the category default USD yeah it's good here you can choose which order so here we have it in order so this one will be a pricey one now all right let's just do because we're just having fun let's just Do 5,000 oh okay I just do whatever okay so here you can have a user limit maximum users allowed the sub account so you

can do two 12 wait two right here wait I cannot add that oh well because one is the minimum what if I want to do two oh there you go as an example you add the maximum users or you just don't have a limit that's it they can add and this is the user limit Is when you go to the sub account there's a section that's called my staff where your client or yourself as the agency owner you can add multiple users that will have access to that subu account and each one can have different

permissions so if you don't want that your client sees the automation Parks perhaps they can just get in and you just don't want them to be confused with all of the extra things or the funnels or anything you can just cancel that uh But that's done per user and we're going to talk about it in a moment uh yeah contact limit as well of course we don't want to add a uh you know a limit here because the goal here is to reach out to as many people as possible so I wouldn't just add this

okay okay do not delete this product inside your okay next all right so here we are we have all the features everything from premium perfect let's just say yes we Want this and you can add a Snapchat from here so let's just do H SEO Master snapshot this sounds amazing let's add this one perfect next trials and credits activate trial period what if we do 14 days there you go add credit while sign up when a user signs up you can offer them free credits to use email and telepone services onetime credits or recurring credits

monthly so This will be covered by the agency so I don't want that all right let's skip next and now here we have rebilling this is really important because as well as you can see uh on the 497 account because you you can add on any other platforms you can add other apps let's say that go high level builds you as the agency $30 for the usage of WhatsApp as an example but you as an agency owner you can upsell the client and instead of Them paying the $30 and that's it you can make money

from that and build them $60 so you can do how you can do twice the the money right so here we have for the phone system so this will take you per per section per category so here you can see for example how many times what's the markup origin margin I'm sorry so how much more than what go high level already bills you will be charged to the client now so you can do this also for email by the way This is very important thing that I have to tell you right now your clients card

has always it needs to always be added inside the subu account on company billing you go to settings company billing and I'll say this now because this is a very common question people are like but but my clients like I already charge them for like this amount uh I told them that it was $500 a month and now you're telling me that it's $20 For the usage of the marketing services on the email phone number Etc yeah it's no problem your client has to cover all of those fees so it's very common that we just

add on their company billing their card if you have the stripe integration is much easier because you can select the option that you already have this client on stripe and it will automatically add the client's card into their sub account for any additional payments that can come up which is for Example here with email setting uh also for the phone system Etc uh people ask me average how much money will they be charged per month I have ran a very large campaigns for clients uh let's say that in a month we reached out to 5,000

people in their contact list and they were not charge more than $20 in that month so you don't need to worry it's not going to be super expensive and that's also because we don't set a very high margin right so if you want to set Like a very a larger margin because it's a it's a very uh big client and he wants you to do everything very very personalized to him well then of course you have to well not you have to but that's where you can see okay it's a good justification that you're going

to build him more for that I hope that makes sense what I'm saying but okay this is basically the point of this so let's go to Whatsapp conversation there you go this is it's giving you here all The charges it's giving you here everything but I'm just going to leave it everything as if and I'll just finish this so now we scroll down P's affiliate perfect I don't know I just put any amount there we all like making money why not and when you get the link oh I don't think you will be able to

see this but it's taking me to the stripe account and it's okay you don't need to see it this Is very personalized internal from the company but still it takes me to to the stripe account but all right this is for the SAS configurator only available at the $497 plan believe me when I tell you that it gets better as we go by on each section it's very cool when we go into the prospecting tool I'm also sure that this is available in the 497 plan but I mean you will have access to this if

you use Pav's affiliate link uh for 30 days For free so this is very cool and now here we have a prospecting tool what this does is that it allows you to search businesses in any area that you'd like and it will give you an analysis on what they're currently doing do they have a Google business profile optimized do they have a WordPress account do they have a optimized website Etc so it will give you all the uh you know all the um categories that the business has I don't know how to put it in

to words but it Really gives you all the info that you need let's say that you're about to get into a sales call with this person and you want to make sure what are their weaknesses and their strengths so you can speak the language of this client right you did your research before getting to this client or you can just just like the name says you can just Prospect and see okay he already has everything he's already with a company it's fine uh but then you see most of The business that you'll find you'll be

like they definitely need my services so let's just do a quick test here with prospecting uh right now I am let's say oh what can I search this is exciting let's do contractors near me that's what it said all right so here we have these options right here so we have Las Vegas Remodel and Construction he has 4.2 ratings here Stars okay WordPress conversion rate moderate so we can just pick any this guy has five star ratings clean five star he's definitely using a vetting system for b reviews all right let's just click on whoever

all right so here it gives you the address you know this is public information that everyone has access to whenever you click on a Google my business profile right because it's just Using maps with Google so Triple H Contracting oh sorry I don't need to say that I guess I'm sure that somebody can put like a beep into what I just said but okay let's move forward let's just save this Prospect and here's what happens when you save this Prospect uh for sure I wouldn't base on the phone number that appears on the business because

that's probably their office number not it's not usually the business Owner phone number so you want whenever you're actually doing call calling for example you want to use uh a tool that will help you find the actual number of the business owner and also a phone number verif verifier so you know that it's not you know if you can send them text messages if it's a land line all of that info that that you need so here let's just wait a little bit for the report to be created I'm very excited all right so here's

our report This is very cool so here we have the overall score business details listings reviews website SEO so this person you can easily sell them an SEO plan because they're not optimized let's scroll down for example this person does not have have a chat widget on website and in our snapchats that we have here in the community we always include a chat widget because we like to see a website Al not only for information but also we need to take advantage of the traction That we're getting because we're giving visibility to our clients so

we want to make sure that they can capture leads whatever that people can see about their business right so either we do forms and we do chat widgets Etc so this is a very important element that it can be a big selling point for them uh text enable business number they don't receive text messages come on you have go high level you can totally sell this to them they have a WordPress site okay they're not Doing Google ads you can also jump in there they don't reply to the reviews this is a big thing uh

with uh go high level we can uh also reply to reviews directly from go high level once you link up Google my business and you can also set up like a a AI automated responses okay here we have everything okay they are found on Google Places which is basically Maps Bing Yelp they're not in Map Quest so here you can See everything that they're doing you can tell that this person is you know out there with the whole de Generation Y A lot of contractors complain a lot so maybe you can kind of like dig

a bit a little bit there and be see like how is job going for you by the way and they'll be like oh not too well or if they say oh amazing you tell them what if I maximize that right so here we go this is the whole thing and there's much much more review summary total Reviews the average response time 15 to 30 days you should be 24 hours you know negative reviews we can bet that oh this is examples of negative reviews I love this I didn't get this far into it but this

person said totally incompetent the absolute worst in integrity and workmanship this is the worst thing and you have to read this during the sales call please do not miss an opportunity to read a business owner their bad reviews because it is a turn Off for potential customers for them you have to let them know that this is actually hurting them not because you want to be mean with them of course you have to be very respectful let them know hey I noticed something and this is really not a good look for you and just let

them know hey I understand there's things that happen but we actually have a system to help you bet b reviews but also uh you know being held account accountable for that because you will be Notified for those bad reviews because it's important that your business knows about this and that you learn from it in case that there was something that was actually happening but but yeah this is this is an important thing it's a good sales point but yeah there you go this is very in detail and you have the SEO analysis here is even

telling you on which page of Google they are ranking so only uh they only one one number one on this Page but on the rest on this radius which is a small radius so this is not a good look because as you can tell this a small Rus this is in the area of Henderson and you know it's just not looking good but I wonder if it tells you exactly which oh there you go this is the keyword general contractor Plus near me this is exact keyword where that this doing the search for you I

never got that much in depth into this this is Actually really good analysis I'm I'm Blown Away honestly I'm so glad I'm doing this video okay there you go and here you have the competitors and you can show the other business that's five star and be like hey this business is completely taking over your client so I don't know what you're doing there you go and you can export PDF and you can turn this into a whole PDF so you can save this info and you can even send it to the client if you want

or not I mean it depends I'm just saying you can keep it for the records share report as well you have a link which is amazing well I hope that this was fun to you because I had a lot of fun I found out about any things myself now don't stress about you not having the prospecting tool because this Is only available for the 497 plan but if you really want this I'm sure that if you follow uh the courses you really put all of your effort in and you know you work for this you

will be easily making enough money to afford the 497 plan you just have to put in the time and the work and this is for whatever thing whatever that you do in life so I'm sure you got this but all right now let's jump into the sub account section this is something that everybody Has and but one difference is that when you go to this section where you will see all of the businesses that you are handling or basically like the offices just like the analogy that I said uh the difference here on the for9

7 plan is that you're able to see a little bit of like a report here active your s number of contacts calls emails da D Etc you get to see everything so as I mentioned this is basically a a new office and this is where you see Them so when you click on the name it will talk you take you to the configuration um Sal usage limit Etc so from here you can handle a few things things but if you already have this client you know set up I I don't even touch this place once

my client is already uh added and it's already like pain and everything is going uh here is just a library of all of the S accounts that you have there you go now to create a sub account we click here on the blue Button create account and now you will have here three options go ahead level has their own snapshots here which is very cool because I mean they're basic of course but they do have good uh websites they have certain things that you can maybe grab a few things from there so it's good to

take a look as well also the cool part about go high level snapshots uh is that you get a setup guy so it will tell you exactly like what this snapshot has jump to General setup jump to Quick wins jump to level up Etc so it gives you like everything like how to set it up it's it's very cool I like that partage of them now we have here your own snapshots and it can be that let's say that you have your first client that's um Spa business and you manage everything you customize it it

took you forever to have everything set up and everything created you're like okay amazing finally but Then you get another Spa client and you're like oh wait a minute I already did all of that job so then you turn that account into a Snapchat shot which is a collection of settings a collection of templates uh from another sub account that you can add to another sub account without so you don't have to work on the same thing twice and this is a very cool feature of course it does not transfer sensitive data you're not transferring

none of that other business information Or contacts or anything you're just adding uh the workflows that you created all of the funnels websites it's everything you know the templates that you have overall which is really cool it saves you tons of time and yeah there you go and here imported snapshots this is where you will find all the snapshots that you get from Pav's community so this is really amazing now let's just say that we have my snapshots so let's do body countering Snapshot sounds cool now this is a cool feature because you can add

the account manually or if they already have a Google my business page you can find them here and it will pull up all of their data already so it automatically adds all of that so here I mean I don't have it so I'll just do whatever let just wa it needs a load is everything I am doing Christina's Testing account did I spell right oh wait this is the name of the business street address we're just making things up col yeah okay that's New York played body contouring so what will that be Spa all right

I'll fill this up perfect so our sub account is now created I added Here all of the information amazing so here you can go two ways you can either go straight to the sub account or you can add the snapshot so adding the snapshot is super easy you just have to go into actions here load snapshot and just you will just select whatever that you like so here the system will tell you the imported ones it'll tell you the own the ones that you own vertical which is from goai Level so I'll just do mine

well yeah whatever it's just Whatever let's do body contouring as well proceed now this is a cool part because you can handpick what you want from a from a snapshot I do not suggest you to do this without being familiarized with the snapshot first because let's say that you're like oh no all I care from this is the calendar and the funnels okay perfect but then you know that that calendar has also workflows and it has reminders and it's linked to a pipeline And it has this it has tax it has whatever so you you

know you never know until you actually use it you're familiarized with it and you know that now you're able to actually change and move certain things around so you will just go to the plus button skip or select right but as I'm mentioning as a rule of thumb always add add everything and just let's keep proceeding I just keep proceeding I mean I don't know what's happening but I just Keep proceeding nothing will stop me and now here the system she send you a little notification that is ready it's usually done within a few seconds

so here there you go this is added okay so now let's click on switch to sub account this is now the office this is now the sub account and do you see the difference here to starts on top here you see the name Christina's testing sub account if you were on the agency view it will say switch to a sub account but It doesn't so we are in the sub account and I don't want to walk you through the sub account just yet I just wanted to tell you L come to full full circle with

the sub account creation and all the steps that you need but in a moment we'll jump right into this section all right all right so now let's get back to the agency view I'll just click here and switch to agency view let's go there you go click here to switch now the next part is the account snapshots so I Already walk you through a little bit about it uh this is very cool this is available of course in every single PL so you don't need to worry and now here we have as I mentioned my

snapshots imported ins shared snapshots and snapshot templates just as is we already talked about this you know this part now when you click on create snapshot just like I mentioned on the example That you work for this Spa company the spa business and you already did everything and you don't want to go through it again and you have another Spa client it's as easy as spot test in my [Music] case not real just so nobody gets confused and from here you will see all the sub accounts that are created so from any sub account that's

here we have many you can tell the experience is There we have a lot of sub accounts so just to keep it nice and simple let's just do one that is not working with us anymore next here you go you can have the assets that you'd like you can move remove things add whatever so I'm just of course as us ual just adding everything and you just create it's loading you can edit and you click on share when you click on share is when you get the permanent link yeah let's get permanent link this Is

in case that you want to transfer this SnapChat to another agency that's also using go high level but if you want to use this existing snapshot into another sub account you already know the steps but I wanted to walk you through all the way in okay now so on the next part we have the affiliate portal and just like I mentioned right go high level can be used for smma agencies which is marketing agencies it can be used for coaches for local businesses And affiliate marketing and affiliate marketing is when you are having other people

joining to go high level using your affiliate link that will give you a commission and you know you will get a commission forever until this person keeps paying right so on this section you're able to see okay first of all you have your referral link uh you're able to see your monthly Revenue you get to see all of the customers that you have which is very very cool uh it gives you Like here all the data that you need if you're using this so you get promoter reports payment details t you get everything now on

the T this will give you a lot of confidence whenever the client has an idea instead of you being like I don't know you got it all right so next on we have Partners this is a very cool tool because goad level has their own partners of course like the name says where you can reach out to them and they are classified according To different niches according to different Specialties that they have and you can go for very very much more indepth help if you need that so I think you can do one-onone with them

which is very cool so this is for sure a really cool tool that you can use now here oh I clicked on University and it took me to another tab so this is the go high level courses this is like what they currently have for for you to learn more about how to use and set of Stuff so I hope that this can also be a tool that you can find a lot of value from next up we have SAS mode this is also available only for the 497 plan this is just a quick guide

on how to get started all of the differences why doing it what is it all about so here you'll find all the information there's a quick video here that it's very nice so you better not miss it if you have this right now let's go click on go high level swag well this is just a go high Level merge you can buy hoodies you can buy hats you can buy shirts anything that you need and you can also have limited edition for babies for pets it's just a little bit of everything they have their own

marriage it's funny this section right here it's my favorite so give me one moment one of the things that makes go high level Stand Out is that they listen to their customers that's why they have this ideas portal on go high Level available on any plan and this is very cool because here you can see all the boards is categorized by sections and and here you have all of the comments that are on this part so you can come in and you can do your own opinions about it and you can share your ideas into

like okay I actually think it will be working best if we optimize this section or if we do this or if we do that so they do listen on it and the way that you'll know is if you scroll Down here you have what's planned and it's on invoicing client portal what's in progress and what's already has been completed which is amazing I really love that they do this this is uh brilliant that they're listening to their customers and that we have a portal where we can come in and share our experience and share how

we can improve and go high level listens this is one of their biggest biggest wins because no other platform does this ever you Usually have to go to support get help and oh share your whatever it's it's literally not even you know nobody will read that but in this case you will so go high level it's it's really taking a step into the future by offering this feature for sure all right so now let's white label your app right now so remember this is the app that you download on your phone and your clients as

well will have access so they can Take their leads wherever they go now the coolest part of here is that you are able to just take ownership on list and say hey yeah this is what my team built this is you know you take how do you call it all the credit that's what I wanted to say take all the credit from this so it's amazing let's Jump Right In again this is a feature that's only available for 497 uh plan which is a SAS Pro and you will be build an additional 497 a month

To have this feature on so another thing because we already have customers on this agency um once we set this whole thing up it will not interfere with the actual activities that our clients already have so what we can do is we can um send this to the clients to their account so they can download it themselves and then it will transfer all data but right now if we don't tell them anything and I don't send it to their account nothing will happen Okay so Nothing to be scared another thing that coo mentioned one of

their webinars so don't go with me but I saw that they said this whenever they were introducing the white label app they said that we can only uh have one wh labeled app overall but if one of your clients is requesting to have this app download for them and their theme and all of their management you can go with go high level support and they can help you set this up as well So I mean you can go ahead and tell them all right so now I I have only one logo so I will use

this logo for everything we have the app icon login screen splash screen I'm just going to use the same logo on everything later on I can change it I'm sure so I have here everything I'm very excited for this oh let me save this amazing now let's go to splash screen oh No sorry so you have to add them for both which I don't have for both so be prepared with variations of your logo which will look cool oh nice so here is asking me actually for an image within a specific size so what I

did for these im images for the resizing I literally just Google image resizer I click on the first link and it was super super easy so let me go ahead and do that real quick and I'll be back with you all right so I did the same on all Of them and they are all saved now don't forget to click on Save oopsie I already added it so it's sending me an error it's fine it was already saved now let's go ahead and do customizations edit customiz so here we can add colors font Etc so

this is a fun part I really like this section all right so now we have here primary color and here they will give you a little preview I'm likeing a darker blue shade kind of like This this looks awesome I love this color no this one looks better I'm here overthinking you can change it later that's what I'm talking about okay an error color perfect let's see how it looks it actually looks pretty cool can you see you like it I like it all right here we have all the all the shades now fonts we

only have like four different fonts so let's See no this one could be you can look at the preview right here it's changing the won't I think I'll do in I think it looks a bit more professional perfect module so here is where you can see uh you can add custom modules for people to see so let's just leave it as is later on we can change this and then the order that you have you can drag and drop It yeah it is what it is let's finish I am very excited proceed okay so now

it's time to pay I'm just going to do the monthly let's go ahead why not pay and I have a few clients that have asked for this which is amazing to know that they can also have this on their own awesome so here we have now profile enabled so you have to go in order as you can tell I cannot go to the overview unless I finish all of this info okay so I did a little bit of everything here I added the terms and conditions link privacy policy remember that in the community we also

have this free generator so you can do this faster than ever I have a little app short description uh the only one platform right in your pocket take your leads everywhere you go and the app description easier than ever let's track not just what compaigns bring leads but which ones are bringing in Revenue to Optimize operations based on profit I don't know I think it sounds good let's save details and hopefully this let us continue thing is that it's asking me for developer development details so I don't have access here to the zaap that we

use and all the Apple developer credentials so I have to go over and do and do this with the agency owner which is pble of course so I think up to here we're good I feel after that we will have the Overview and then we will invite the sub accounts to this white label app um either way I will not be able to show you here on the computer because it will be on my phone so so I will have to like do this for you to see it um but anyway so I hope that

this was helpful next section which is Marketplace apps this is I mean doesn't matter I don't need to go that much in dep I think it's very self-explanatory we literally hear all as well we are on the 497 plan uh this Is where you can customize your app you have some white label verified sections here you have free trials this is paid um you know you can check on buy sections if it's for advertising analytics and data calendar and scheduling Etc so this is very cool so I don't really need to go much in depth

I'm sure you got it if you're here and you want to do this I'm sure you can have this and here you have manage app permissions oh that's also very Cool they have everything so I'm sure you got this now the next part that we have here is let me move this a little bit it's manage Facebook ads from go high level so this a feature added by upex it's basically Plug and Play it's very simple to use uh P already has some um templates as well that you can use but you don't need to

stress about it you're starting out uh no worries about this section at all and if you want to learn more we have a full course on this Uh inside the community so make sure to check that out it's very cool it's actually easier than never now to manage Facebook ads for a client and make sure that you get them results as as soon as possible so so that's all I have to say about that all right so next we have now I click on settings let me go there again oh this is a bit annoying

I'm sorry so I'll go here back this is where we were earlier I'll click on settings and now we are under my profile this is Done by user you can have your own agency account and you can have or you can be an admin from an agency and here you set up just your basic information name you super easy you can change your password they good uh the next part here is where we have company you know on the course you'll already see how to set everything here up this is where you wi label the

desktop app so it's very different to have white label the mobile app that's only available at the 497 Plan and other thing is the wh label desktop app wh labeling desktop app is available on any PL so don't let anybody fool you because a lot of people tell me oh but how am I supposed to set this up so this is actually for free you only need to use one domain and with that domain you have everything covered which is amazing you guys here you can also do the API domain we didn't do it here

but this is very important because every link that's automatically created by go High level like payment links calendar links all of that will also have your domain and it makes it look very professional and super customizable so also you can do this within a any sub account for each of your clients so their links also have their domain it's just a matter to come in here um you just type in O it's very easy I know it's a lot of new terms but I really like if I was able to Pull this through I'm sure

you got it as well because I was the least tech savvy person in the world and thanks to go level now I feel like I could take over the world honestly but but yeah so this is a thing on its own but here all you need is just to go to your domain provider whatever you purchase your domain it could be C daddy um it could be name Che it could be hostinger any platform that you used and from there you will go to your DNS records and you Will just add exactly what they tell

you you don't even need to know what they're for or their names or anything just add it as is follow the instructions and you'll be good to go uh yeah so all of this now on theme I also go through this on the on the other courses that we have for the complete setup so I don't need to go through over this as well um billing billing and dashboard this is personal this is on what plan you're in your own s account And this is you know what your add-ons do you have so right now

I have add-ons which is the white label mobile app I'm already subscribed I just did that we also went over phone integration email services that is amazing amazing now next we have conversation AI so here you can set it up for any of your St accounts so this is something that you can see within the St account so we can talk about this later if you want to know more we click on this link and it Will tell tell us that the conversation AI is an advanced feature that leverages AI technologies that will enh enhance

customer interactions with your business so this bot can be tailored to solve complex problems and provide safer more accurate answers than any AI chat but on the mar Market that's what they say but it's actually true like it's really cool like there's people that get really obsessed about this because it just really saves you a lot of money a lot of Time and it takes care really well of your clients and it can do sales for you so not to be like that do your own sales please but this will help you as well so

here we have an article when you click on no more and it will tell you um how to configure it and everything so if you want me to go ahead and do it I can also go ahead all right so here we are the way that we will set up the conversation AI will be done within the sub account I BL the name right here let's go to Settings and let's go to conversation AI now all right so this is very simple this feature has been with goai level for a little bit already so uh

I think it's about time to actually maximize this it's kind of like having chpt with you but uh it really can you know take a look into your website your calendar so it can help you book appointments uh automatically so this is very cool uh of course to set it up fully and properly you have to also link up triggers in uh Workflows which I don't have them right now but if you want to have that perfect like you can can put it here in the comments and perhaps we can also help to get that

for you but in the meantime I'll just show you a quick thing just so you can see so now first of all here you can check which supported channels you can use here we can have SMS chat widget live chat we can have all of them like depending on which chat well we don't have and we don't have this one but Let's just use both um live chat all right perfect now here all right now so the autopilot mouth is you know the way time before responding this makes it look more natural if you want

it to be quicker it's fine but it looks more robotic just so you know um maximum messages you cannot hear send both to sleep when I send a message manually or through a workflow perfect or set to to hour hours this is a Current plan as you know it's it's this very almost nothing for message so it's no issues so here I like to have it an autopilot honestly it's better because this will send messages automatically now if we save this perfect now let's go to bot trial right now this is very cool cuz you

can start for example something very simple how much are your packages about this very often okay perfect so if you do here for Example that you didn't like it it kind of like helps you edit the response in case someone asks for something like that when you know that is like a common question of prospect can have you can train the bot here you add a specifically what you want you take a quick look here in general questions so after that let just go here to let's go ahead into this configuring Dent perfect so here

is cool that once you select here that you Want that the B also automatically sets up an appointment for you so you add it here and you select which calendar so for example client Christina client meeting if you click on this section of course it will be disabled and now they will just send the link so someone man only books it so let's go ahead and save this and give it a try under the ball training let's go on real quick let's see what happens this the first time I tried they open In okay that's

awesome yes please so the next step that we will cover is under settings inside your agency view we will go to team what are we doing here okay so it's very important to make sure that the agency owner has the right access so being the agency owner as you can tell the system will automatically generate this user because this is the user where you know you created your go high level account and being an agency owner the System gives you Global access to all of the sub accounts to the agency View and and you can

basically run all of the operations as is but there are certain actions that are restricted only to staff members of the sub accounts like linking up a calendar which is a very common issue that can come up if you're not added to the location as a staff member so the way that we're going to do that is really quick uh let's click on edit I will scroll down to user roles And then I click on the sub account that I want if you do not have a team that will be helping you with your clients

and with all of those operations I suggest you to also add yourself to all of the sub accounts that you have just so you don't have any restrictions and there you go we just click on Save and that's it when we are inside the sub account you will notice that now if I go and let me show you if if I go To my agency account if I click on settings now I have a my profile option which is really cool because it allows me to add my own my personal time zone it allows me

to add my own availability all of my Integrations I can see them from here and also the calendar configuration but we will get there in a second but I just wanted to show you how this will all look and if I go to my step have here you can find me now but all right see You in the next video hey guys so now I'm back here to the agency view we just saw here team and we gave ourselves access to our sub account because now we are part of the staff the next step is

the phone integration and the th what we do here on the agency view regarding the phone integration is that we must select a phone system to operate within the sub accounts so uh inside the sub account is where we will purchase the phone numbers we will Forward it to another line and so on and on which we will talk about it later but what is telling us right now so he's giving us is giving us two options we have lead connector and twio so they're both basically the same but twio is an external app from

go high level that it allows you to connect it here that's it and late connector is the go high level phone system that we have the thing is that sometimes there might be different availability in the countries that You're getting um too or leap connectors so before you decide which system you're using I suggest you to just do a quick Google search and see if your country is available in that system but okay in this case I am in America so in America lead connector will be the best option so what we have to do

is just click here use LC I acknowledge confirm and now I will be build $1 for the setup and it's just a one-time payment oh I need to add my card give me one second all right so I added my card I just went to billing you go to payments and you add your card in case that you don't have it all right so let's try again I acknowledge confirm Perfect all right now that we paid $1 it's just one time payment as I'm saying I'll go to sub account settings and now we need to

click on this little link so now we can enable lead connector inside this sub account and now the system will allow us to purchase phone numbers and manage them so this is also an important Step but there you go so when we are inside the sub account we will talk a bit more about a phone system and we're going to get one together thank you okay now that we're done with the phone integration the next step is email Services okay so the purpose behind the email Services is that we need to link up our domain

as an email address so instead of at gmail.com we will create an email that will go in you know in my case at buildify Site so this is very important and it's important also to understand that this is not replacing any inbox any Google workspace anything that you already have keep it as is this is for internal control this is for marketing purposes so we can launch our automations bul campaigns and so on and on for cold Outreach we do not recommend you to use the internal go high level sometimes it's best to use instantly

or other external apps that will do your call Outreach for like mass mass campaigns but here within the system it's very important for the automations reminders and for campaigns and internal operations overall you need this for your clients you need this for yourself so this is a step that you cannot skip all right so this will look the same when you go inside the sub account if you go to settings I think you will also see the email services and it will look exactly like this and the only Difference is that when we add the

email Services inside the agency view which is where we are right now the system will allow you to share the same email that you just added the same email domain uh with any sub account that you have and this is good this can be very helpful if you want to save some time when you're doing the on boarding for a client uh but when you do the email service you add the email domain inside a sub account that domain is now exclusive for Email inside that sub account so you cannot share it I hope that's

not confusing but that's the big difference I mean in a big scale all that we do here on the agency view we can share it and inside the sub account you don't share the email and that's it all right so that's setup is exactly the same on both ways so I'll do it here and I'll just click here on create dedicated domain now if I click here let let's just type In buildify do site let's say that I created a Google workspace with my domain so this is taken and I cannot use it anymore but

I can create a subdomain and we create it right here we don't need to do anything else but just type in here for example mail Dot and now we click on ADD and verify we follow the same steps and and it will be just the same now just think about this as the at gmail.com so if I add the subdomain it will be at Mail. buildify doite but I will now link it up because mine is free so mine will be at buildify do site but this is all that we type in just the domain

name we'll do the rest in a second I'll go to add and verify just the same this is telling me that it's pointing to an email server because I purchased my domain with the email permissions but it's no problem let's just use the Same perfect continue all right so now we're going to copy and paste everything as is into our Advanced DNS so the first thing that we're adding is a dxt record so I'll just go back and for it like now we will add another txt now under name chip every domain provider is different

but here in name chip if you click on add new record you will not find the MX records that's why We have to scroll down a little bit to mail settings click here I click here and I'll find custom MX and that's it this is where you'll find find the MX records if you ask how do I know about the priority is because I do this every day and when you click here on verify records it will give you the full full info so there you go here you have the priority and and now we're

missing the D mark here so let's also add this one because this is Optional this is for security so the system is letting us also add it so we're having a dxt here here is telling us this monitors your email traffic sends an authorized email to spam folder and the final policy and the ultimate goal of implementing Dem mark policy ensures that unauthorized email doesn't get delivered at all I mean I think it's helpful so let's add It okay verify domain so right now it's on yellow so I like to push it a little bit

and go back and forth into verify until it's all in green there you go Perfect all right so the next step is now to set a default header so every email that comes out from the go high level account it will have a default name and a defa default email address um whenever someone gets a reminder an automation it's good to have A default one and you can change this whenever so let's do and now I will create my email right right it makes sense to do sorry uh let's do support at buildy wa is.

site okay I need to remark again if you do a subdomain like I mentioned earlier and let's say that the subdomain was male here is this is how It should look like when we do the default header you have to type in mail dot you know the subdomain and then the domain because that is how it works but I didn't do this I'm sorry perfect and this will be exactly the same setup that you do inside the sub account but now we are here on the agency view so we have one last step to go

I'll go back here and then we click on location settings I will click on the Little pen and we will set up the domain that we just link up perfect now if I go inside the sub account and if I go to settings email Services here we go we have this one and by the way you can create multiple and you can add multiple domains multiple subdomains it's it's no problem it all depends on your operations and what do you want to do and okay when we are inside the sub Account in a moment I

have a couple steps left to do I will show you how to to use the email and we're going to test it as well so see you in the next video okay so now that our email is fully set up now we'll going we're going to the next step I'll click here under the settings on go back and now we are going to account snapshots this part is very important because now we need to make sure that we have access to pbl's resources Everything that he is sharing under the swas score program which is the

main um the main course it has everything that you need to grow your business from zero and even if your business is already set up and it's going great this will help you scale your business so let's go ahead and now first let's talk about what a snapshot is so snapshot is basically a clone of another go high level subu account so it allows you to freely use all of the features all of The assets that this other sub account had so this includes all of the automations you know the workflows the calendars sites funnels

everything that you can ever create of course it does not include I mean all of the contact info business info none of that but the structures everything that's already built you can copy it here so if we go to the course I'll go to classroom I'll select the swas score Program and I'll go here to module two go high level import setup so under the agency in a box this is where we will get make sure to watch this video and always take a look under the video descriptions because that's where pabble is sharing the

resources sometimes the resources will be in a form of a Google Document a slideshow or something but always make sure to open those links because there's a lot a lot of things that will give you it will make things Easier for your company and it's already built out for you so why not all right so in this case how are we going to import this how are we going to add it to an account okay so a snapshot uh in order to add it to an account is all done in two steps the first step

is we need to import the snapshot inside the agency view so we have it available as a resource and then we manually add the snapshot inside a sub account um and that's basically how it goes so we can Use it so I'll click on the link click yes import now and now we have here so the agency in a snapshot this one of course goes inside your agency account this is your business mod model as an agency it I'll show you a little bit more of what it has but you can definitely like you should

not miss this at all now I'll go ahead and also add a couple more the client in a box has all of the services that you are selling under the SAS plan So it's also nice if you're selling the uh you know like ads or something like like that like always add this one as well because it will get you a lot of extra services that your client will really value this is already here built out and you can upsell your client to this so don't don't miss on this we have the database reactivation campaign

reputation management Etc yes import perfect and now let's do also the Reputation management this is aside from the client snapshot because this is an additional um snapshot for reputation management it has the funnel with five star rating that is very attractive for clients because we are betting bad reviews and good reviews so let's go and also get this one but along the course I counted them there's so many snapshots there are around 10 different snap shots and P keeps adding keeps adding more actually I think it's like 14 now I Don't know don't miss on

these tools guys all right perfect now that we have the resources in place now let's go to the sub account Center all right so we have two ways to add a snapshot in one account so first of all when you first create a sub account the system will ask you if you want to do a blank sub account if you want to add any template from go high level these are very um well they're very basic but maybe the Website or something you can grab something from there but you'll find here your imported snapshot so

you click on select continue and then you create the account and that you'll be good to go so let's close this but when we have an existing account it's important to know that go high level allows you to add multiple snapshots to a single account so that's good so I am here under the sub account Center I'll click on the name of the sub account and it Will take me to the Account Details here on the account details at the top right here we have an Blue Button named actions I click on load snapshot and

let's add the agency I will proceed on the Second Step the system allows us to see all the assets that are found inside this snapshot and it's very cool because you can handpick what is it that you need but look it has so many features it's very nice all right of course when if it's The first time that you're adding a snapshot I suggest you to add everything don't skip any part because things are linked with each other for example when you are more familiarized with a Snapchat you'll notice that for pavle is a rule

of thumb that whenever you have a calendar you will always have a workflow added to the calendar and you will always have tags and other things to make a calendar fully functioning with reminders confirmation and all of that Just as an example so I wouldn't really recommend to skip things so let's proceed here I just keep proceeding and click on okay there you go now we can go inside the sub account and start setting it up okay so now here reviews AI this is really cool because you can either set this up on the company

level so all your sub accounts globally have this Ena by default so you scroll down here for example conversation AI or enable reviews AI of Course I don't have access because I'm not the agency owner I'm an agency admin here this is where you have it all enabled or if you just want to go directly to each individual of account and handpick which ones so just come here enable or disable and the way to set that up is actually pretty simple so let me go all the way to okay now we are here on this

sub account that we have everything set up now so this is an actual client and this sub account has Is already integrated with Google my business profile so here I went on the lounge but when I did this clients on boarding uh they were sharing their screen on their computer and I took remote control so that was done on Zoom you can also do that on Google gole meet as well and because they were connected under their Chrome to their Google business profile it was very easy on the Louch pad I just clicked on connect

and it was very easy so now we already have A full setup on how to do the whole reputation management so don't miss that out on the course that we have uh but right now to look into the reviews AI as you can tell this is automatically set up already so we are literally answering to following up with people so here we have reviews and this is for example they published a review at 554 and the review was answered the next day at 5:55 a.m. and as you can tell it has a away time already

so it looks also more Organic instead of like right away answering so this is pretty cool and here we have all of this R we needed for this client we he has a lot of reviews but okay I hope that was helpful all right guys so now the next part is content AI this is very cool so as you can tell here on the agency view this is already enabled for all the sub accounts this is by default and as well here on the company is where you set this up as well so if you

scroll Down content AI as well perfect it's already set up so now I linked up my Facebook to a page here as an example so you guys can see how to use it now let me go straight to Christina's testing account and now from here so let's go to marketing all right so you have to create a page from a Facebook so otherwise it cannot be connected so it always has to be a Facebook page so here we are on the social planner so when we click on your post you have the option To do

content AI but we're not going to click it we're just going to do create new post perfect select the social ad account let's go to this one it will be a post and here we use AI generate with AI cons title welcome new followers you can select the don't here excited Length that's the medium provide a brief description also add keyword oh sorry add keywords let's generate let's see what happens this is cool I mean if I like it which I'm sure I will I will start adding this okay conation one o this is medium

and we have another variation here I love it okay let's see it even adds some Emojis I love that Welcome to our new fabulous new follow I don't like the word fabulous welcome to all our new followers absolutely With Thrill I love it no actually I like this one better just copy this one continue amazing now can I add a picture okay create image using AI okay let's Generate this is very exciting let's see what happens honestly this is brilliant oh I said a group but okay oh that looks so weird it looks like a

zombie attack I think we better do this one let's see okay I mean it's not like it will not fool anyone you know it's going to be AI but okay let's see another one this looks Funny okay this looks better ah this one is very inspiring I love this one more amazing like okay I hope it doesn't look like that you can save for later or you can post I'm just going to post it SC visual it perfect post now now let's take a look into my account all right now moving on now the next

part is private in Integrations honestly uh this is to Integrate your account with third party app so I really don't want to go into this section I don't really think you're going to need it depends on your niche of course but I think this will be way more advanced when you on that part so we can rest on this for a moment uh human Affiliates is of course like the personal information that uh we have for the affiliate links and how that is being managed so if you're not on the affiliate marketing this is also

not up To you custom menu link this is important because just like you saw we have we created upex here so it's added to all agencies so this is different menu links that you can keep adding that old stof accounts will have as well so let's say you have WhatsApp um real quick well it's already added WhatsApp but for example when you're on the 497 plan a great example will be a support so they have a support link so everyone can have like the same and you can do it Like your company's name support and

and then you create here you add the link you select an icon it's very cool so here you can select any icon we have many I say we have as if I made them but we but goad level has many I feel part of their team I just love goad level it's amazing and now that I'm doing this video I'm just like Blown Away with other features that I didn't even consider like I knew they were there but I never test them out so I'm Getting very excited for everything that I'm trying out so I

don't know maybe something that fits support I don't see anything something like this oh I didn't select anything whatever wait I'm trying to select an icon M just do it oh there you go support then you add the link here and then you can show it on the agency bar or account sidebar and show to all sub accounts this is specifically for Certain clients so you just select which sub accounts you want want this to be seen on and then and then you'll be all set and then you select here if it opens inside the

platform if it opens in a new tab current window and then permissions here in case it is a zoom call for example if you have like a 247 uh Zoom call with a client where they can jump in and you can have a conversation or even if you have go high level support link over here it's also going to be Helpful so here you add the permissions and it will look exactly like the one that you see right here now here on stripe of course is like the personal information the integration you have with with

stripe all the payments so I cannot show you this part uh API keys this is very important to keep them updated because this is for authentication for users for um you know developers or anyone that comes in here so here for example this one looks like An old API key so it means that the account may not be as secure and it can be um you know exposed to other hackers or someone that come in and and still the information so here it used to be 50 keys I believe and now it's 250 more plus

so you have to regenerate the keys so we don't have any API keys yet so click here to create your first ones this automatically generated because it doesn't say who generated this so that's just a quick tip uh keep it updated Please compliance here will we have some regulations with go high level in order for certain usages uh some data that share for example this is for the medical to use patients data in order to have some marketing you know or client relationship manager here so this is what it's all about Louch pad here as

you can tell within each St account we have a Louch pad settings so you can either disable it or just link it up uh to all of them so I just will leave this One as is labs this is very cool because you can join go high levels better browser program where you can test out everything that they're doing and you know this is very cool uh audit logs this is very useful as well whenever because you can see the past all the uh latest activity within go high level so if something happen like say

your client calls you he said I don't know what I just did but something is broken you're like oh fear no more come here to your Agency view go to your settings and select on audit locks and you will see what your client was doing and that way your controller should it better or you can even go to date and time so here you have last 60 days today last month Etc or you can even search document ID awesome so now that we already went over the agency view I would like you to get a

little sneak peek on the snapchats that we have for you pble has a huge library for basically any case scenario That you will need a sub account right but we have two main ones that it's very necessary for you to start getting getting your hands on the first of all of course we have the agency snapshot that one is for you to manage your own agency all of the operations in your client relationship right as follow-ups calendars a bunch of things a website I'll show you in a second and then we also have a client

snapshot which can be used for basically any Niche uh so we Have there our reputation management campaigns database re activation and a bunch of other stuff that I would love to show you for you to see how to use them how to set that up how to import the contact list and add them to a workflow what to do what not to do so let's dive into that real quick and I'm very excited for you to see this tool remember that PB also has a bunch of snapshots for very a lot of different niches so

make sure that you request That on the community or just do your quick dive inside the community but I'm excited all right so here we are in a client's account this is an actual client so some things will'll be blured of course but I want to take you step by step into how we're going to set up this account so you already know how to import a Snapchat to a sub account so I'm not going to that process right now let's just assume that you already have the client in a box Snapchat here uh From

Pav's Community but all right so first things first when you're doing your client's home boarding it's very important that your client uh join in a zoom call with you or a Google meet call and your client will share their screen and you will take remote control there are a bunch of tutorials on how to take remote control on Zoom is very important that your client is uh has Zoom downloaded and on their desktop but other than that I mean that's all that You need it cannot be done on an iPad or on a phone it

has to be laptop or desktop okay with that in hand with that in mind I'm sorry now let's move on second thing is okay what service are you selling to this client uh so well it's very important to first Define exactly what you're selling them if it's Facebook ads Google ads Etc so the client gives you access to their to their tools or to their accounts you know all of that but now because that Can vary depending on what you're selling let's focus on how to set up the program go high level for them now

first things first and goad level takes you by order we start here at the lounge PAD as I mentioned it's very important that your client is using their computer because whenever we click here on for example connecting with my business connect Facebook it will open the account that's already open in that computer if it makes sense so it will be Much easier is imagine if you're doing it on your computer it will actually link up your personal uh account so it's not necessary to do that so let's just have your client uh do it it's

very simple here I have already the client connected here's so you just click on connect and then you will have a popup and you will just continue continue and you will just select the Google my business page and the same with Facebook you will just select the Facebook page Now from there I will say those are the main things to connect uh Google because you also want to track the reviews and to do the campaigns and Facebook of course to bring all the communications here from all the Facebook messenger and well if you're running ads

for them you know that's also very important now moving on from here well but as you can see you have more options to to add here G if you want to use it for them um WhatsApp you know but uh by default this Is the only two things that we focus now the second thing is going to the dashboard and walking them through into how to understand it how to read it because this is important as well this is where they will see all of their traffic all of the people that are coming in how

are actually turning into clients or many they being lost but not only that the system actually tells you exactly where they lost that lead and it can be oh well maybe we need a better Follow-up system maybe uh the price maybe I don't know but this is exactly what your client needs to know in order for them to improve improve their business punctually knowing where are your weaknesses and strengths all right okay so let me move this a little bit well that think where can I put it all right remember that we have here funnels

separated by different pipelines so here we have Facebook add database reactivation we have not run this for The client and we have the main pipeline all right which this can be from the website uh this can be from other sources of course now here you know L that came in Le that responded and then you go from there how many did not ask answer how many booked an appointment perhaps the leads are being stucked at the booked appointment stage and that may be because your client perhaps needs to open more dates in their calendar or

just give them a call And say hey is there a reason why didn't book the appointment and just follow up with them real quick but our system actually also picks up on that if someone goes through the survey and they do not book an appointment the system will follow up with them it will give them 24 hours for them to book an appointment if they do not then the system follow up with them and sends them the link uh for calendar and you know from there your client can pick it Up and just arrange uh

a better time with the client well the prospect in this case but yeah this is very important if you keep scrolling down here uh you will be able to see you know U resource Source report then we can go here to see the values in a moment now also we have here Google business profile from the last 30 days how many views how many searches on the maps how many conversations bookings websites visits and calls are coming From there Facebook ads reports here you will also see everything from here but if you're running ads for

them it's always best to actually send them the report from The Meta business Suite rather than from here because it will be more punctual but yeah this is important now from here we jump into the three C's where your client will spell most of their time you can also tell them this which is conversations calendars and Contacts on our conversations I always tell this to our clients I really need you to please follow up with them this is not a magic Bill we're going to make sure to bring all eyes on you we're going to

make sure that you look great in front of everybody but you're the one in charge of closing the deal we follow up until one point you have to move on with the rest okay you close them we don't close them for you that's their job so here uh if you want to really Like take a close look into your client's account uh make sure to go into their conversations and see and you can even follow up with them like hey why haven't you been responding to these leads that are coming in ETC if you really

want to be on top of them right uh but okay so here according to the information that we have from this lead we will be able to send them messages from different sources for example we have this person Here and let's see what happened with her right so we have here an opportunity created from Facebook ads all right so she is now tagged Facebook landing page and she has this active workflow which is if appointment not book you also have access to this so as I mentioned the system will give her a window of time

for her to the appointment right as you can tell we have her name and her in her her email her name and her phone number why Because she submitted that through the Facebook ad she went through a survey and she gave us that info but right when she was about to book an appointment she did not do that so right now in this case what we send them is hey name of the contact we C your info did you get a chance to book an appointment on our calendar this is the link and then the

name of the company usually people respond with like oh yeah I'm sorry I just it's just it's a weekend and I Don't know or you know so that's a perfect moment for your client to jump in and arrange a meeting with them so advise to always give a call or to take back as soon as possible but this is until where our system can go right now as you can tell here we have here certain options to do send her a text message or an email an email will always be sent from the business profile

email that's added it but it's also done by user so you can Also change here the email that you wanted to send or just leave the one that your user has the automations will always send the emails from the email that under the business profile okay so but when you want to make like a cool email or whatever that's when you add the username so I am part of the of the team so I am the user this is my email right here so but you can also manually change it and just do whatever you

want you know Christina Gmail.com and that's it it will be sent all right now from here you're also able to see the calls and the system records the calls and you can listen to the call to what's the the full conversation or the voicemail that this person left now if you want to download the voicemail you can just click here and you have it sa on an MP3 file and you're also able to add boosts to your automations in some so in case someone you don't pick up a Call or if you're using the power

Dialer for example perfect now the next part is calendars this is where you will see all of the appointments that are booked in the system and here you can select which account here I have my client so here for example he has an appointment oh he had yesterday he had an appointment and then you can keep looking for the rest of the days this is very fresh so oh look he has another one Here on Monday but yeah this account is very fresh so he doesn't have much numbers just yet usually we open the calendar

for a client for around two weeks no more than that because people will forget and you want to grab them as soon as possible that's your sales one onone the faster the better but all right we will jump into calendars in a second and I just want to give you a good overview on everything before we jump into every section that we need now Here on contacts this is very cool as well and here the system has all the TXS that are automatically added these TXS trigger a a workflow trigger an automation so the system

will know exactly how to follow up with them now here on the opportunity staff here we have for example database reactivation well we have not sent that but we do have Facebook ads for example and here we have all the leads that came In all the leads that responded and the ones that booked an appointment right so here for example Le that responded let's say that you gave them a call and during that call it was also a consultation and actually that was the inter call as well okay then you move them and you book

an estimate or you complete an appointment and you give them a quote I'm not going to move it this is actual somebody that we need to keep following up with so I'm just going to keep it here but let's say That she's on the appoint completed quote given this is where you give the value of the opportunity perhaps the project is worth $10,000 $500 whatever that it is add that here that way the system will turn everything into numbers and to see how much money you're making or how much money you're losing okay now whenever

you already finish a client or or you know you complete the job your client I'm sorry completes a job you will drag and drop and you can either go To one lost or abandoned and that way your client will keep their database very neat and clean payments my clients don't really go with payments over go high level they usually have to integrate nmi which is not as friendly to use so and it's not as necessary as well because usually your clients will depending on what industry you're focusing on they do not need to build them

through go high LEL uh so far at The date of this video go high level does not send automatic invoices as well or Rec for recing payments or Etc so I wouldn't stress much about it and just continue with your clients's preferred way of building their clients now the next step is the client website now let's go go straight too so this is the client account so in this video so you know the differences between the snapshots and that you get familiarized with it in this account That you're seeing right here I only have the

client in a box snapshot and in this other account that I'm opening here here I have uh oh this is the agency let me go straight to the website in a day we have it separated just so you can see the differences so here as you can tell we don't have funnels but we do have websites so there can be two two ways here either your client currently has a website that needs to be optimized or you will build them one from scratch Which we know is not from scratch is the ones that we have

right here but okay so in the case that your client already has a website it is already here within the client snapshot and all you have to do is pretty quick and simple go to sites and you will go to the chat widget section usually it's already added for you if it's not added the way to create your snapshat is really simple sorry your uh your Live Chat is pretty simple you literally select this One and you will customize it as you would like to and just save it it's it's honestly they work so much

on their uh here on their Styles and how to you know the interface they work a lot because it was a bit confusing in the past but now it's way more friendly and it's kind of like easier to use but usually our Snapchat you will already find the chat widget created so you don't need to worry to come and create it from scratch but I wanted you to see that you can Actually come in and change uh there's a lot of variables here when it comes to what message the prompts and also the colors uh

the icon all of those things right but let me get back and show you exactly what we have uh leave before yes I want to leave okay so this is the one oh which one was the first one I think it's this one okay so this is the one that we have for you you will just come here to the chat widget and you Literally just get the code oh wait I got confused already I think you can go back to the video and see well it has to be this one default right okay regardless

you come and get the code you copy this code and you will add it on your client's website okay or usually I mean if you know how to use their you know uh they're using Wordpress or whatever if you know how to use it well just go and add it but usually what I do is I copy all of this And I send them an email with the codes for the fors and the and here the chat widget so they can tell their web developer or they add it themselves you you have some clients that

are more Tex add it than you think so they will add it as well so that's amazing right but you can just email it super it's completely legal for you to do that so don't worry you don't have to do everything for the client you can also be transparent and be like oh I Don't know about it but let me find out okay okay all right so you have this one and as well for the forms because this is what how I like to explain it to a client so with this forms and with the

chat widget we are making a website functional and what I mean with making a website functional is that now because of your marketing Services you will be giving the client more traffic on their social media their website whatever you want to Make sure that all of that traffic turns into a potential customer meaning that they turn into a lead so we're going to have different call to actions we're going to have different offers going on on their website for example if they are a bathroom remodeler you can have a form that says um you know

op in here for more information or to book an appointment for your uh $250 valued initial phone consultation that was the longest thing I've ever Said but anyways something along those lines and and once they fill out that information on the form or on the chat widget they will get automations from us from the software email and text messages and we will be following up with them because they were interested in our services so why letting them go okay so those leads are coming in we have to take action and when it comes to sales

speed is keing and that's what we want to do because that potential Customer for your client most likely is also reaching out to other businesses but they will not be as fast as we are because of this of what we have just for you okay and this is proven I use it for my clients Pap uses it for all of his agencies so this is honestly an amazing tool to have and your client will be so excited to have it so for the website form for example uh let's just say you want to add your

client the form it is exactly the same so it looks exactly Like this so you just come to the form and as well you can also customize it you can change colors you can add different bars here more information if you click on the plus button here you can add more elements to The Forum of course according to what your client needs we have a bunch of options right here even you know it's just endless so it's very cool um we you can also add your own custom Fields so knock yourself out here perfect but

anyways once it's Ready you just click on integrate proceed and you copy the eded code and that is what you will send to your client or either you will just um email it or do it yourself on their on their website it's fine now let's get back here why is so important what is the most important part here is the automation so I want to show you real quick what happens whenever someone either submits any question on the live chat or just fills out the form from the Website so the workflows they are separated because

it's just different um different sources so you have to know where is it coming from but it is exactly the same flow so I will show you the website form as an example but know that the live chat has exactly the same structure and the messaging as well so all right this is the trigger there's a website form submitted then your client will get an notification via email saying hey you got a new website lead This is the info and this is where it's coming from perfect from there the contact will be tagged as website

form and then you'll know uh this is the email that will be sent to them so from location email as a rule of thumb remember that every time that you see on this little coding right here in this uh brackets here when it says location is that the system is pulling this info from the business profile so that's when you know this is the email that you Added for your client now there you go which usually is your client's email okay just just to leave that clear okay contact first name what next Christina what next

is really cool really simple now hi Christina thanks for your interest in I don't know I cannot come up with any name with pressure washing Los Angeles we don't plan on keeping this deal going forever but we got your spot Resered now let's go ahead and schedule a free estimate where we can go over all the details on what you might like done the quickest to schedule uh the quickest way to schedule and claim your spot is by claiming us at location phone remember you're adding under the business profile the phone number that you purchase

for your client on go high level okay this is a tracking number all calls will be routed to your client's phone number and also with when they're Downloading their lead connector app they will also get all notifications there as well I cannot say it enough and I'm going to keep saying it until you comment below and you say yes Christina I understand perfect now the system will wait for one minute and then it will send them a text message basically the same info but more for like a website I'm sorry text message form uh the

length here it's really cool thanks for signing up for a free estimate we' got Your spot Reserve while we still have availability can you tell me a little bit more about what you've like done you can also give me a quick call if that's easier amazing if the person does not respond the system will give them about a day to respond 24 hours if they do not respond they are sent a second EMA email and another text message as well hey um I want to make sure we get you a quote have you started your

project yet how can I help perfect Smooth simple not pushy it is nice actually shown that you care and then we send a text message uh please call me when it's convenient for you just want to make sure you're taking care of sweet simple uh what you will notice with pb's sequences here is that he really tries to make it look like it's a person and it does work really well in today's world we now are very used to like Ai and making it sound robotic but we want to make it feel like the actual

owner of The company is reaching out to that Prospect okay um it all depends on the niche of course if you have a doctor and they're reaching out to patients and stuff like that well of course you have to change the tone or if you have a lawyer or an accountant of course it changes the game but it keep this in consideration as well because the tone is everything all right then it waits for another day if they do not respond we send them a final text message Christina is everything okay you reach out to

me in one and more info about a free estimate but I haven't heard anything from you I get it things come up let me know if I should take you off my list and give away your reserve spot call me when you have a quick second we'll love to chat and then the name of the person of the owner right John so this is amazing this is exactly what happens when somebody F uh fills the form on the website or in the live chat And do you see the difference usually business owners that currently have

a website with a form they just get an email notification that somebody submit the form but that's it then you have to wait until someone comes into office or until the business owner uh has some time to follow up and it could take days and by that point that LE already found another business that was faster that's the name of the game so we're trying to remove that element from or that factor From from this so we making it faster all right now what else do I have to show you about the website well now

I want to show you the website in a day templates that we have okay they're very cool but before I go there it's very important that we keep in mind that you have to go to settings and add a domain for your client if your client does not have a domain or if this domain is taken is no issue what you can do is you can just go on their computers remember your Client is sharing their their screen okay and you're taking remote control so whenever your client tells you oh I don't have a domain

or whatever it's no issue we're going to fix it right there you'll go to name chip and you will purchase a domain for them of course they will use their own card and everything so you as the agency owner you don't have to cover those those fees your client has to cover them as well as their whenever you purchase a phone Number from for them and everything I'll walk you through a little bit on how to work with that okay so now uh you go to name chip you purchase the name I'm sorry the domain

and then you're good to go now from here you'll click on connect domain you will type in here what you purchase I highly suggest you to get him a a. always okay when you click once you click continue it will give you some records for you to add just a couple of Them and you add them straight to the DNS records within name chip and then you're good to go so it's really quick would you already know how to do this because we talked about it during the setup setup for your agency but okay we're

good to go now from here of course you go and you have the website go live if we are right here oh sorry it is here's where the website is so you go to settings you select the domain there you go you link it here and Now the website goes live now with this websites there is a very important element here and you will notice that the websites will have some info already added for the client so it will have like their address their email everything and you'll wonder okay but how is this automatically added

well it's not the way that we'll do this is we will go straight to let me go to settings we go to the custom values as a rule of thumb every time that you add a New snap snot and I said this before and I'll keep saying it until the day that I die every time that you add a new snapshot always go to the custom values and see what is it that you need to add because there's always a reason why it's there now let me make myself smaller here so you can see so

here we go it all says website because this comes from the website so for example here on the map you'll go to Google Maps and you will grab the link for their location and add It right here as well as their Facebook everything everything that is requesting right here uh website phone remember the phone from go high level always uh here your client's email it's fine so all right you're good to go and then it will automatically pop up here and it's here's the information as you can tell exactly what we have written down right

there so the changes that you have to do here on the website are very minimal uh you just have to do the content here you Can use chat GPT or any other AI platform like CL or anything else uh and make sure that this will be super quick and just have a nice short prompt and you'll be good to go and you can also add some clients info here um this is a funny story actually because I left my client's website with this guy right here which is just like a stock image and he said

that one lady was very disappointed because she had a crush in this guy and she thought that this guy Would come to her house and I was like oh my God but anyways that was a fun laugh uh but I will suggest you to remove it if that's going to make it better uh but yeah sometimes we ad heere the clients photos before and afters Etc and you can also add here a stock video as well that's according to your clients Niche according to what they do and of course you add their logo right there

but as you can tell like look at all that money in the time that you're Saving by already having all of this already created so this is just an example but you have a bunch and within the community you'll find hundreds of of different websites so it is amazing all right all right so one thing I almost forget is that here on the website it's important to change the forms that already come with the website to the actual forms that we have them connected to the automation so you saw the website form Etc so here

I'll just go to the Popup settings we already have here um you know agree to terms and conditions Etc and you just come here and add website oh I think it's already added for you okay don't need to worry about this then it's even better I thought there was extra steps here but no you can discard this part okay so now getting back to the Onboarding and the setup for the account as well it's very important that as soon as you sign up the client you purchase a phone number for them okay so by the

time that you join them in the boarding call uh so that that time that the phone number is already approved so you go here to phone numbers we already went through this process as well on the agency setup so I don't need to go over all the steps but it's really quick you come here add phone number and you will Add a filter in this case we're selecting for example an American phone number and the filter will be just a toll-free number right and we apply this why a toll-free number because every phone number that

you get if it's a local number or a toll-free number they both need a verification so you need to upload certain information from the client from their business Etc but when you do a toll-free registration the the process is quicker and it's also shorter So it will be ready within a couple of days but if you do an ATP verification for a local number then that will take even for a month so you don't want to pause all of your clients um you know activities until you get the phone number approved it just doesn't make

sense so if your client is really like oh I want a local number okay just tell them that in the meantime while the local number is getting approved you're going to be using a toll-free number and Then you will change the the calls but I've never had a client actually that looks at this they all know that you're using a special number a tracking number for marketing services so it's going to be rare uh okay perfect now you have the phone number we have the website and now when you're doing let's go back to the

on boarding it's important to tell the client that this is where they will spend most of their time and let them know that this is no There's no magic fail here that they still have to go out there and close the job so so here is where we will have them all of the conversations coming through so either on their desktop or in their app that's where they will spend most of their time and because we linked up everything uh in this section they will see where the lead is coming from or where that message

is coming from if it's text message email if it's Facebook Instagram Etc if it's just a phone call They will have it everything here so this is where they will spend most of their time now here under their calendars really will see all of their book appointments and this is also very cool in case that you're doing lead generation for them um so here already we have the calendar and you will see once you have the user added you will also see your client's name here and you will be able to see in track how

many appointments are getting and this is an Important note if you're doing for example Facebook ads it can be the case that you're getting them a lot of leads but they're not booking appointments so that tells you that those leads are not good quality and there's other strategies that you need to implement in order to save this client okay so always be very uh cautious with this and also on the conversations it's important to be a little bit on top of them because if they tell you yes I'm getting Appointments and everything but I don't

think they're good quality because I'm not closing and then you're like taking a quick dive here on the conversations and there's a lot of unre messages then the problem is something else and you can help the client see and walk them through the importance of following up with people here or you can come up with another solution by adding extra steps on the follow-up messages for clients just is an example but this is a very Important tool now here on cont on contacts is where everything will be tracked any person that comes in here is

every phone call anything that comes through our filters they will see it right here and they will be tagged accordingly to where they're coming from to the stage that they're in if they're at the intro call or the phone consultation Etc this is where you will see it now let's go to settings and let's go to my Staff when we go to this place I want you to add an employee as well as soon as you create your client's account you will add your clients's first name their last name their email that they sent you

on that onboarding form their phone number and you will here give them the user permissions do you see these permissions right here you're not going to give them access to to everything you will give them access here this part right Here this is the access that you will give the user permission that you will do for your client so here we're giving them of course dashboard St stats we're not giving them campaigns or triggers we're not giving them uh onine listings marketing it this depends if if your client wants to do the social planner you

will have the social planner for the them as well right here you know so it will depend but by default we kind of like like to do this as well uh so there You go uh workflows we don't want to give them access to these things because there's a high chance that your client wants to come in here and do their own changes and they can actually mess some things up and we don't want to risk it so just keep it safe and make sure that you restrict your access okay perfect so now you create

here the user of the client and now here you will create an advanced settings as well their password so this is nice because Now their email and their phone uh here that's added it will be used for to factor authentication whenever they want to log in into their go high level account and it will send them either a text message or a phone uh sorry a text message or a email uh with a code and that's it and here of course you create their own password make sure to make it super simple always save this

information uh they will be sent an email with these login but as well you Want to have it backed up in a document in case your client ask you for this information you know so yeah just do it as simple hasht their name1 123 I don't know something really simple and you'll be good now let me cancel here all right okay so we already went over the social planner section so we don't need to focus a lot in here uh from here now I want to show the automations so so this automations come with the

eight client snapshot of course So here we have a few and let me show you booked appointments what happens whenever someone books an appointment and in this case from Facebook app first of all they will get reminders and this is what they will get let's take a look into the triggers the trigger is the name of the calendar initial Fone call consultation has been booked perfect then from there we send reminders on business hours this is very important and then which usually is from Night of 5 Monday to Friday and then reminders two hours before

the appointment and this is how it's set this is 2 hours before the appointment hey name I'm looking forward to hearing about your vision and dreams during a project consultation in two hours perfect and then the other one I'm excited for our consultation in 10 minutes let's talk to you soon doesn't matter the message because you can come here and change this uh as you think Will be best suit for your client but this is how we do it and now let me show you the reminders there you go from 7:30 a.m. to a8m it's

actually a big window but it's okay phone consultation booked let's take a look into this one I want you to see the confirmation message now this is the first one that comes in as soon as they book the appointment the system will wait one minute and it will send them this text message welcome aboard You're on your way to TA um reply yes to confirm and don't forget to addit to your calendar looking forward to talking with you soon right quick simple nice then our client is sent a notification hey you got this lead it

came from Facebook and this is our info of course a tag is added to the contact of the new prospect that came in now the person the the contact is changed to the pipeline called inter Call and then the system will wait for a response for 24 hours for a contact reply we we said reply with yes to see if we have the right time or no if not right so if the person does not respond we send them this hey he name Christina do we have the right day and time that's it I feel

like we done book them and if they do response no actually what say for or yes perfect all right we just notify the client that they confirm that's It this is the message body and this is the text from they came from that's it this is what happens now let's go back here to workflows these two are exactly the same it's just different calendars but this is basically the message behind that so with every calendar you can do a test so let's run a test right now with this one and I will test it with

myself let's see if I have myself added here I do not give me one moment I will Add myself and I'll run the test with myself so you can see exactly how it looks like on the the conversation tab all right so now that I added myself I'll go to test workflow and I'll just find my name I just added myself this Christina testing and we run the test let's go to conversations here we'll see wa I'm clicking on Everything all there you go so this worked here we have the test welcome aboard Christina testing

and we have the whole message that we wanted to now here it adds a tag of schedule and here we can see the active automation that's it now let's go straight to a calendar and I want to show you how our calendars look like so whenever you have a client of course you have to go to settings Go to connections and linked up their Google account we have to do everything for them here but I don't think I'm added as a user here so I don't have access let me go to my staff and confirm

I am not so let me add myself I'll be back it's not here oh well if you want to know how to add yourself let's go straight to the agency view let's go to theme and I'll find Myself I sound very deep there you go I'll go to edit button I go to user roles all the way down oh my God look at all of the accounts that I have access to and let's just do this clients there you go save now we're going straight to the client's account now that I am added as a

user here as well let's say we go to a Calendar here and here in their connections you're also able to add yourself do you see how different it looks when you're added to the account that's why it's also important to have your to do all of these actions on your client's account from their computer rather than yours because there are certain details like this that you perhaps might not be added to their account right or it has to be done by the business owner so no worries You I didn't that you're were able to fix

anything that you'd like just as you saw I just added myself here and we're good to go now from here you can have you can connect your calendar you can add new video conferencing or you add your resume if you do ads Etc that's not the point let's go straight to calendars and this is the ones that we have added with pble so this one as you can tell is round rubbing these ones are Always important and I will say they are the best because they allow you to add multiple users to the same calendar

and it will go in order so if someone books an appointment with X then it will go with Y and then it goes with Z so it's important to have this one rather than the others all right so so the next step will be Now setting up the calendars everything that you see now by the way inside this subu account it's the Agency snapshot so these calendars were created by pavell and his team and let's do the setup okay so as you go on the course specifically under the sales module that right now is the

seventh module you will see the sales process right you will see that on the best case scenario we start with an intro call because we need this to be quick this will be like the first Contact that you will get with the client well with the Prospect and in this call you want to Qualify them you want to see if they have the capacity to hire your services you want to see their needs and make sure that you can help them so this is meant to be a phone call quick five minutes minutes because your

time is valuable so we don't want you booking sales calls straight away and you didn't even qualify the person but every business is different but this is what we recommend then once you decide that this person is actually a good fit for For you guys to work together that's where you will tell them hey why don't we book a call this is also part of the script uh that you will see under the seven module but it's something along the lines of why don't we book a call where I can walk you through my entire

process and so I can show you how I'm helping other business owners like you to scale you know their businesses and so on and on so you let them know that it's going to be either a zoom call or a Google meet call but you need them to be on their computers and you need to share their screen because that will make your sales better inside this module that I'm saying pabble has some slideshows depending on the services and the products that you're selling to the client well to the prospect I'm sorry and you can

totally use those slideshows and it will have all the outline of the meeting it's really cool okay from there let's say that on the demo call which is This the sales call let's say that you close the client okay what's next perfect you collect the payment of the client and then you will send them you will book a lounge call meeting what is this about this is now the onboarding meeting but what do you need for the onboarding or the lounge call okay you close a client he paid and now what you're going to do

is send them the link to the onboarding funnel let's go Back here we are on sides and here you have onboarding funnel it's built by three steps so the first step let's link up the domain so you can see see perfect so the first step has an onboarding form of course you can add your logo here has an onboarding form with all of the info that you need to create their sub accounts and to start working on whatever that you promis them So feel free to also add your own fields to remove C certain things

that you don't need so to do so just make sure to go to forums onboarding client form do your changes here you can add some Fields here all of this you can find it here you drag and drop it you save it and that's it it's already linked up so it will be autom automatically updated as well once the the new client hits on Submit the system well the funnel will take them to the Second Step let's go back to the onboarding funnel which is schedule let's view the page this is the scheduling page so

the lounge call calendar is link up here but it's not showing because the calendar is not activated and it's not added to a user which I will show you in a second but here is where they will see the calendar It's already linked up don't worry it will appear here once you set it up and they will select their time take a look here that it says we're going to put your Lounge call five business days from today so the earliest availability it will be five days from now because that will give you as a

business owner will give you time to work on everything that you promised them okay you will work on their website on their ad copy their sub accounts everything that you need Because the point is that under the lounge call you do the proper onboarding you show them everything that you worked on and that you only do the last steps which is linking up their domain to have their website live adding their calendars and stuff like that which don't worry I'll show you in a second but once they click on submit they schedule the meeting the

automation for the confirmation and reminders will start and also they are sent a little Confirmation page where we'll give them everything that they need to have ready to the on the moment of the call and this five days will also give the client time to prepare for this it doesn't matter matter what needs your client is it doesn't matter if your client is not techsavvy believe me they will always be S prepared for the call because they already paid they want this to work as well so it's very important for them this page here the

frequently asked Questions okay this was a little overview on the calendars and the uses of their calendar as you can tell is totally link up with the sales processes after that you have a client meeting which is basically you know just updates with your client if they want to talk to you or whatever just send them the link for this but all right now that I talked on um you know uh a little bit all summed up what the calendars are for now let's go ahead and set it up look at the Group the group

is called your company so let's go here and rename it to our actual company name I'll go to edit because this will will be displayed on the calendar build defy now the second part is going to connections when you are not added as a staff member like what we did on a previous step you will only see this part when you go to connections and it's not going to let you do your own connections okay Okay but gladly we already did that step we did our homeworks and now we can go to my connections so

this is how it goes go high level calendars in order to show availability and to manage your bookings you it's requesting you to add an external calendar okay that will do all of this for us so you can do Google Calendar Outlook or iCloud I will connect my Google Calendar this is internal people don't see the Email that you connected with just make sure to add the calendar that you actually use the most so you can have a realistic availability uh for your calls for your work and your personal life as well so I'll just

connect it here sign in with Google scroll down allow it asks you sometimes Which business do you want to link this location to but you can just close the tab and here we are it's already link up okay so I'll go Back here to calendars connections again there here we are now here we do the main integration calendar we save this and now you can connect your Zoom right here or if you are using Google meet you don't need to do anything else because you already linked up your Google all right now let's go ahead

and set up a calendar as an example I always like to set up the demo call because this is for sales you will also see this One for internal use uh they I mean both of these calendars have the same purpose so sometimes you want to keep some sources like separated for example if you have Facebook ads uh calendar from your Facebook ads and then this one is from your website it depends we just give you the option but you can just stick to one and it's fine so I'll take a look and all of

them are drafted so let's go and configure them here on edit oh here I am Again all right so here you can add your logo it's you can do it if you have it I don't have my logo right now but you add your logo here you have a proposed size perfect you already have a name you already have a description of what this is all about now the most important part here is to assign the calendar to a user or to a staff member so here we are I added myself if we click on

custom this is where we decide what type of call it is so for the intro call you know that That is a phone call so you select phone in this case we are doing Google meet by clicking on this action the system will automatically generate a Google meet link or a zoom link and it will also book the appointment in the app depending if it's your Google or your zoom and also the reminders and the confirmation will include this so this is a pretty cool tool now also for the custom URL we can shorten this

and let's just it has to be unique so I like to Add the identity and then the name of the call and let's save it okay perfect so the next step is availability this is how long you want to have this calendar open from you know all the days of the week the hours you can also add split hours for example here is from one to six and maybe I want to do also from seven 7 a.m. wait 700 a.m. [Music] To to 11 a.m. for example you know you can add many variations that you

like you can copy to all or you can copy to whoever that you want you can also add on a specific time for example you have a fixed schedule and you will always be available from Monday to Friday to 1 to 5 but there's next Monday you will not be available so this day you can even like shorten your availability or add an special availability or just delete it and this day will not be available that Way you don't miss the upcoming dates perfect okay now in this part we have the meeting interval this will

be uh the kind of like the availability of the call so if we have from availability from one p.m. to 5:00 p.m. you will see under the calendar that you have times available from 1 1:15 1:30 you know every 15 minutes so you can do it every hour if you want to just be okay 1 p.m. 2 p.m. 3 p.m. you know here it depends But let's keep it on 15 this is a meeting duration minimum scheduling notice here is for 3 hours we don't want people booking a call 5 minutes before the call we

need to be prepared and when you are looking at the L l call calendar you will see that the minimum scheduling notice is 5 days and I already talked about that date range is how long will the calendar will be open for so we always keep it short in the next 10 days because we want people booking calls ASAP we don't want people forgetting about us or what this is all about so we recommend to keep it short post buffer time is of course the space between each call so you can take a break or

so you can extend a call with no problem so there you go then we go to forms and payment I mean this is all configured by pabble so we don't do any changes here we already have a consent checkbox we have a default form with the info that we need for the automation you know the Contact info name last name email phone but of course you can add any other form and if you create one under the sites and if you go to forms and you create one it will also be showing here and you

can select that in case that you want more quality fing questions before someone books a call but this one I think is pretty efficient Now notifications in additional options again we don't change much here actually we don't change Anything I just want to show you that the system we have this we are allowing people to reschedule and to cancel the meeting so the system will automatically create a rescheduling link and a cancellation link and it will be sent to to the client as well or to the prospect and here under customizations you can make it

look like your identity like you you know so you add your colors you can add a cover image you can also do you know custom codes so it's it's really Nice but all right we didn't do any changes um here so let's close it and now let's go to the three dots and activate the calendar per perfect now we can go ahead and test it let's go again here and get the link by clicking on share the system will give us two options so we have the scheduling link this one as you can see the

slog that we created which was the name of the company and the name of the Calendar is added here so this one can change as much as you want and you can do you know variations and that's it but this one is the permanent link this one is the one that you will add to to your ads to a website because this one will remain constant this will be unaffected by any change that you do so this one you keep it for that but if you just want to send you're on a call and you

want to send the link to your client or whatnot just copy this One and there you go so we can also confirm that the API domain is working as you can tell I have here link. build buy. site so it looks like me and here we have the group name buildify perfect we can change the time zone but this is automatically added according to the area that we open it but all right as you see the meeting intervals every 15 minutes let's book an appointment as a Test H well I don't know if I'm I

think too many numbers or if it's not valid let's do Mexico cuz I know that one better let's add perfect and now when I click on schedule meeting we are going to test if the meeting link is automatically generated and also if the automations are triggered so let's schedule the Meeting perfect here we have the meeting link amazing okay so let's get back to this staff I will close this and I'll go to conversations and see what happened with the automation I'll go to all there you go so the system created two different tabs two

different conversations the first conversation is with the business owner why because the automation is set That the first person that will ever receive a notification regarding a book appointment is the business owner we need to make sure that you are prepared for the call so the system will Auto send you this this is the details of the per of the call of the person perfect and that's it now this other conversation is now with the prospect so here you go as you can see every conversation tab with a contact is a history of interactions with

that Contact so it's not like a regular inbox with a spam folder and this and that no here you will see all of the operations all of the actions if they cancel if they didn't if they sign up if the pipeline Chang or changes or something so there you go the appointment details are updated and then the opportunity was created in the stage of book appointment under the main funnel so let's go to opportunities I will find main funnel and here we go If you close a client you will come here not ready you know

so you just drag and drop it perfect so the automation is working really well because all of these steps are from the automation so I'll show you in a second now this is the first Comfort email that they get hey Christina thanks for scheduling a time to speak with me and completing the survey I look forward to chatting soon your appointment was created for this is A meeting Zoom link of course you can change this because this is the body of the message and you can change it to whatever you think it's best and also

let's confirm that the email that we created is the one that's sending out this this email so let's see perfect from support at buildify do site perfect here you have it's coming from an automation amazing now let's see what's happening here I will click now on meeting Reminders and we will find that the demo call is enrolled and is still active because it still has it still has more steps to go so let's see what's happening it's very important that you read the workflows I know it can be intimidating to create the automations especially if

you're not familiarized with it and it's the first time that you are interacting with this but pav is offering you tools that already have everything created so You don't need to stress about it but you need to understand the processes you need to understand what is important here so we can see that this starts with the trigger so the trigger has a filter of in calendar and then specifically to the democ call calendar then the system adds a tag to the person to the contact and you are sent a notification as you can tell the

system is sending a notification from location email to location email if you want to Receive notifications in another email you just delete this and type in the email where you want to send the notifications for the business owner now whenever you see under these brackets the location it means that the system is pulling that info from the business profile so whatever email that is under the business profile this is what the system will be will be doing all right so now as we saw the pipeline stage was updated then the info of the CL of

the Contact were added to the notes and this is where we are right now okay as you can tell this is all here so you can change this to Google meet link and other things that you want to do but this is pretty efficient now now what's coming here then the system will wait for five minutes and it will send a text message Christina for example right Christina I have you scheduling for Friday blah blah blah please reply with Just to confirm you at the right time looking forward to chatting soon and that's it this

is where the first stage of the reminders for the Calendar's end cuz first we need to do the confirmation the first step is confirmation and it's all here now after this the reminder stage starts so after your client well your prospect receives this text message the system will wait two days before the call then they will be sent the first Reminder Christina hope you're doing well this is just a reminder for a call on Friday blah blah blah talk to you soon then the system will wait for 3 hours before the call hey Christina I

see you in about 3 hours still works right perfect and then 10 minutes before the call we send a text in an email do you have the zoom link or you can type in Google me I just remail It and now the the link it's again sent automatically perfect and that's it this is what the demo call reminders are about please read the workflows take a look all of Pav's calendars will always have a workflow because a calendar with no confirmation with no reminders it's useless people will forget about it so this will increase your

show rates it's very necessary to do and as you can tell that's why it's Important to have the email setup and also a phone setup so you can send text messages like this all right well this is it for the calendar see you on the next video okay so now we are about to go to the last section of the go high level setup so the next step is going to sites and here we already talked a little bit about the onboarding funnel we already talked about how to link up your domain perfect okay okay

so now let's go To the SAS version two I want you to pay close attention to this one let's open it you have a bunch of options of which funnel or landing page to use but this one I personally recommend it more because first of all we have a fully white level video If you scroll down the copywriting is already done so I mean you can totally use this it already has you know comparison with other agencies versus you everything that you're doing and it already includes your name Buildify is a fil full Suite platform

for construction companies of course you can update this whether you're running Facebook Google or using a third party lead generation the addition that you must do here is pretty simple like it's very fast so I highly advise you to use this or just grab this copywriting and perhaps adding it to another design that you think it's best you have also this one marketing agency number One so you have a bunch of options that you can use and it's important to see what's the difference between a funnel and a website there's a lot of things that

we can say about that but in a simple term we can say that a website is mainly for information is for people to know about you about your services and what you do but a funnel is meant to capture that traffic to capture that lead so you will notice that old funnels have a free like um a form they have a Bunch of buttons because we want their info once they send out sent out this info they will be now in our database and the automations will start all of the forms that pabble includes including

the AL so the live chat everything is linked up to an automation so you don't want to miss out on that uh so let's go ahead and add the live chat in this section please watch this video it's also really cool all right so here we are let's open again the size volume two Or version two and I'll click on edit in a new tab while this loads I'll go to the other tab here and I'll click on chat widget so here we have the chat widget we can edit the image we can add any

image that you want we can update this message change the widget window if you don't know color coding you can just add whatever you think it looks better there you go Perfect now let's save it and now we can scroll up and get the code we will copy this code now we will click on ADD elements inside the Page Builder and I will scroll down until we find custom code we drag and drop it and you can drop it anywhere where you'd like because this is already configured to be on the corner here at the

bottom right so here you go we click here we open under the settings the open code Editor and you just paste it save save we publish and let's take a preview there you go here we have our live chat name mobile and then a message there you go so this is how it looks like let's say that if in the case that you are not creating your client's website because they want to stick with the one that they already have you can Just make sure to send them the Code of the live chat and also

to send them the forms this is the agency snapshot but the forms that you see under the client snapshot send them those so their web developer or whoever that's helping them with their uh website at these ones because this will be the entry point for all of the traffic that fills in their info for all of the leads to com in into your system and for you now to be able to manage them so so there you go this Is it thank you so much for watching uh make sure to if you have more questions

make sure to uh book your appointment with a 101 setup call Representative and we will be more than happy to help you take this further all right so see you later good luck on your adventures this is how a client calendar can look like and this is exactly the round ring option as you can tell here we have a little description on the calendar here we have The time and the dates so as soon as somebody books an appointment then the workflow that we mentioned you know their corresponding workflow will come in place here so

this is very important for you guys to see to you have have an idea how the calendars look like it's very similar to cly but I will say it's even better because you're able to link all of this for free so I'm just saying this is way better to use hey there so so now I want you to Walk me through a client's account we're going to launch a review campaign and I want you to see all the workflow how everything works and also the reviews AI how this works and it's really amazing so I

will walk you through every step from adding the list of contacts um you know activating the workflow and you know just to see everything um work so let's get into it I'll just go straight to my client's account right here all right so first of all Beforehand what I did is this this client shared with me the list of their prospects right sorry no it's not for their prospects it's for their past clients I'm sorry he sent me the list of his past clients from 2022 so it's been a little bit I know but it's

okay we can work with anything so when he sent me this list it was on an Excel sheet and it was very disorganized so I literally copied and pasted the list into to chat jpt and I asked chat jpt to organize the List with in a table with name email a phone number that's it no additional info so I copied that list and now I saved it into you know the Google Sheets but you can also use your own Excel if you have it and I saved it in comma separated values which is CSV uh

it gives you the option there just save it in that and then after that your list is good to be uploaded here in and go high level now I am on the client's account I'll go straight to Contacts there you go now here this is where we have a bunch of options when you add just a single contact you do it right here this is where we have the pipeline changes this is where we add somebody to our workflow and so on and on so here let's go all the way here export contacts or import

contacts so let's go right there now upload a file and here it says all. CSV file types only I already have that so let me open this Amazing perfect next the second thing is we must allocate them in a map so it's basically here we need to know if this is a name an email or what nature of information we're getting from the list so so this is a name this is an email and this is a phone number that's literally all you need wait what is it this is phone number oh there you go

perfect then you click on next and now here is what we need to be very Careful with first of all yes you want to create a list of contacts from this import now from here I do like to add of course date is very important but I like to add now um the title of what this is for so this is a review campaign and this is for his list of contacts 22 client and then the date I mean it can be too long it's fine but I mean you want to know exactly what those

cont Contacts are being used for so be as specific as you can now after that we will click on Advanced now from here the system will find contact based on you know uh existing information that you have so here you can select phone email whichever so I'll just do phone because mostly the follow-ups will people with text messages so those that do not have a phone number they will just be sent the email it's not as relevant to select what you want you can add a tack from Here but I will not add a tack

to this contact because the workflow will automatically add them to a to a tag and that's all that we need we don't need to add more now do not add new contacts to our workflow or campaign because what we do if you select this one as soon as you submit the list it will send everyone into the workflow and what if it's a 4 th000 contacts and you don't have um you know enough space for your client to follow up with them or you know a lot of Things can go wrong or what if the

the workflow messages that you set up for the client do not even have your client's company name you know so there's a lot of things that can go wrong so please do not never please never add them to the workflow when you submit this so this is all that we need to do just the name this is way too too long I'm sorry you guys but it's fine and just add this create a list of contacts Etc we're good now let's just Submit oh sorry I have to confirm that everyone has consent from that wait

yeah they're all consent this now here the file is being processed you can click here to view progress it takes a few minutes let's see oh it's already compl complete so now if you go come here you can see the list and here we have them all it all looks nice and organized very clean page we have almost 300 contacts so now from here what we'll do is now we have to Start the campaign so let's get into it all right so now before we jump into adding them to the workflow I want to show

you the reviews AI setting right here uh of course I have ran this campaign for this client in a couple times so he's been getting a bunch of reviews from all and this is his favorite tool that we have that's why he's trying to pull contacts you know his clients from all history because he just loves the system and the full up That we have which you have access to but now let me go straight to reputation because here we have enabled the review Ai and I wanted to see how this works so as soon

as someone published a review this is a respon that the system does and you can see here that it says Reply by reviews AI amazing here we have a great review from someone and here we just responded automatically thank you so much for your review Nadia we're Delighted to hear that you had such a positive experience with T he indeed exemplifies the dedication and expertise we strive for at name of company your satis action is our highest priority and we look forward to continue providing outstanding service I mean it's very professional it's very cute I

like it then we have someone else that just said I had a great experience competent and professional oh thank you name of client for your kind Works uh kind words we're Pleased to hear that our services met your expectations thanks for choosing us I mean that's very cute and as you can tell for example this review was sent at 118 a.m. and then AI responded at 11:19 a.m. so it's not you know as soon as someone let Le a review so this makes it look a bit more organic more like okay there's a space somebody

came in and is checking but it's not like immediate that will be like this is a robot right but but no the goal here is to make it Look like this so this is very cool now I want to go straight to the automation now that will be sent here we have review management and this is the one that we want past customers ask for review I'm very excited to show you so okay we have the trigger here is that's why I mentioned do not add the tag because a tag will literally launch the whole

workflow because this is the trigger so whenever we add someone to The workflow they are automatically tagged and then the rest of the sections start coming in as a chain reaction review campaign now this is the first text message that they get you can fully customize this hey contact first name this is name of business owner with name of company I hope you remember me I installed your equipment for T in the past you know this is for 2022 so of course in the past uh I was hoping you could take a quick second to

give us a Rating based on our per performance it will really help us out in improving our customer service leave your review here and then we have the link what does that link take them too you want me to show you okay I'll show you in a second because I have to switch tabs and I'm not allowed to record that so I'll do it in a second then from there they are sent an email with something really you know casual hey contact first name just a quick question people are like oh Okay hey and basically

it is the same just leave your review here and then we have the signature of their company name you know company's owner and their name of the company now the system here will track if the contact clicked on the link here if they click on the link then the automation stops here it waits for one day right holds for a contact for a specific time until a condition say or until the contact replies they can be like oh sure Thank you I'll do it or whatever oh review sent okay perfect and the workflow stops and

if they click on the review link as well it it will stop the workflow now then we send them a followup which is just a reminder it only takes 10 seconds to leave a review on Google thank you smiley face and then the link of the review the review link and now here we have another follow-up email please leave a review 10 seconds only it can a little bit nitty but I Mean we want that all right just a reminder T perfect and then the remote from the workflow we don't want to keep bugging on

people that are just not responding but this will totally uh this followup system as you can tell it's very nice it's gentle it's not too um how do you call it like we're not on top of the people and bugging them at all so this is this is important to have now I will show you exactly where this link is taking us because that is exactly how we Are vetting the bad reviews and it's not because some people say oh you don't want people to see the bad experiences from that business not really we're using

exactly the same system as any app does it on your phone have you ever got that little notification saying hey uh please tell us a rating are you enjoying this experience yes no and then it takes you to our review page it's exactly the same and what we've noticed is that sometimes Most of the cases the bad reviews that our clients get are not much related with the quality of their work but they're more related with like oh uh this worker was rude or hey like they didn't clean this part and then they leave a

onear review that completely destroys their Google reputation and it can affect other people's judgment on the business it's very important to know that this is exactly as it works if you're shopping online when you go to Amazon or any other company you don't go to the cheapest usually you don't go to the cheapest you don't want that you want to go to the highest rated and that's what we're doing for our clients and this is ensuring that they will get only five star reviews if they go through our system because anybody can just go straight

to Google and leave a bat review I mean that's we're not stopping anybody from doing that but at least we're leaving room for people that Whenever they want to share a bat review our client will be notified via email in our system we'll follow up with them and we want our client to know what's going on for sure so they can take action and then even contact the person that's not happy with their service and see how they can come to a solution right but that's very different into coming in and hurting your client's reputation

online because you cannot remove a Google review it's very hard almost impossible And I mean this is a very different conversation that we're having so this is what what we want to keep everything very ethical and to keep everything in place making sure that we help our clients grow and have credibility over their main competitors because this is this is a very nice tool that that we can do for them wow that was a speech all right but now let's go straight to add the Context to the workflow all right so here we have this

is a list now you come to add to automation oh sorry I have to select them all first you click here and then you wait no guys I was messing it up okay don't do what I just did go straight to the name of the list that you want go to the list we here I figured here something was weird cuz I knew it wasn't even 300 you know So now here I know it's 259 records so I click here okay they are all selected add to automation okay proceed and now we select the workflow

you know what let's just do a test first like I mentioned for Best Practices let's just unselect them all and go to the the first person and let's just do a test always test them just like I mentioned as customers ask for Review I'll show you how to do it in a moment uh when we add it in drip mode because we don't want to send the campaign to everyone at once but in this time in this case we're just going to add it all at once because this is a test there you go she's

added to the automation okay perfect now let's go straight to the conversations Tab and you have to go to all there you go here we Go hey name of customer oh and the email is also sent already you see this is very quick hey name of customer this is T I hope you remember me blah blah blah okay email sent amazing as well everything looks good than still look at you have your client's name in place your company name the link let's see if the link works let's open it it's directing me to another page

so give me one second this is where the client is being taken to you will add Your client's logo right here and on the background you will add something relevant to their business if they are a homeor modeling a hair salon what ever that it is something relevant at the bottom privacy policy all of these things whatever but now this is what you see how will you rate US now of course if it's five stars it will direct them straight to Google my business so I'm not going to send us just right there because it's

still I mean it's sensitive Information with the client and then from here if it's below three stars let's say we do two stars this is how it looks please explain how we can improve our services right so now whenever someone leaves a that review here another workflow is initiated where we will add we will tag the person with negative feedback and the system within 15 minutes will reply with them through email as well so we want to make sure that these people are being followup Because your client will also receive an email notification that they

received a negative review now the other question that is very important how how do you link up that funnel straight to Google my business now this is very important before anything whenever you are setting up your client's account it's very important to first of all as I mentioned you have to link up here the Google Business thing sometimes it disconnects but it's no issue I just Clicked on connect and now we're good once you connect this you will confirm on Integrations like I like I showed you earlier that they business page is added now once

you have that you'll go straight to reputation now from here if you click on requests no it's not there I think it's settings they're moving things around here it's not my fault so you go to review link oh first of all here you have reviews AI is auto responses this Is already add it this is how you set it up right here now let's go to review link you will copy this as a rule of thought whenever you have a new Snapchat add to your account always check the custom values they are there for a

reason and in this case this is crucial for this campaign to work now you copy this link and you will go straight to settings k values and you will find one That will say Google my business link or Google review link it is right here and it is already added so you should have no issues with that after that we're good to go so this is very important when you're doing your client on boarding always link this up now when I was telling you about the reviews AI you just have it right here just come

to settings under the Rev reputation section here you can have it off you can Have suggestive responses that it will literally tell you oh you can respond like this or like that whatever but always have it on it's actually nice that it it shows good engagement on your clients uh account and also when there's like a even when there's like a fat bad feedback or something it it apologizes and that looks so good on a client but of course your client should not get any b reviews because we're implementing a very strong system that will

help them Have a better reputation all all right so now let's move on here with adding them all to the to the campaign oh I was about to do the same thing don't be like me please all right let's go here and select them all select all two 59 records we are on the right list please don't make mess it up like me but okay they're all right here now let's click on add to Automation okay proceed by the way you notice that I added the same girl again the same contact it will not double

send them the campaign like it just does not does duplicate actions because she already is marked with the review campaign like tag so you'll have no issues with that so we were just doing a test stay came amazing I click on the link it actually take us to uh the page that we want and then from there it also takes you to their Google my business Page it's all already linked up now let's select the workflow again and let's just add it in a drip mode now the action is here rep management I think is

the third one already and we will start it right now so here you have to be very precise with the time and sometimes your client's account can be in another time zone so always have that in consideration uh Right now I am on Pacific Time and my client is also on Pacific Time so we're good for that now today is Thursday and it's 4:26 let's do 29 a little bit more now this is important batch quantity you can either do 50 or 20 but I wouldn't suggest to do more than that so this is how

many will be sent per day how many requests so in this case because it's reviews you can do 50 when is for example a database reactivation Campaign which is literally set exactly the same and I'll show you how it looks like but you will add them to the automation is exactly the same steps as I'm doing right now from adding the contact list to this part and also doing your test but with that I will do less because you want your client to have room to follow up with them as well in case that somebody

is interested in that service because remember that the database reactivation campaign and of Course we will talk about it in in a moment that one is for those prospects that did not turn into a client and we want to send them an offer they cannot refuse so now here we will do repeat after one day and I'll just exclude the weekends but you can do as you'd like perhaps also on Saturday and you start here is important also to set a time and you always want to do the work hours from 9:00 a.m. to 5:00

P.m. or you can even do it until 6 I'll just extend it to 6:00 p.m. because we're starting the campaign a bit late in the day I like to start them very early in the morning but it's no issue all right perfect so from here we'll add them to the automation it's okay to get nervous before you do this I always get nervous even though I've done it thousands of times I'm like okay okay everything looks good we have the right list you can see it here Action the time okay see one more minute badge

quantity we're good we're good all right add to automation Don't Close Your Eyes Christina okay you got it perfect so let's take a look at the progress here and here we have it well we can just wait one more minute and now you'll see how everything will start coming through go to conversations and you'll see there you go here be sending them they're coming Through I want to move this you got a bit slow cuz I'm sending tons of messages there you go it's all coming through there's no turn back on this now now that

I show you how it looks if we go to automation you will see how this looks it's cool because it literally tracks everything to the theme review management and here we have so we have 48 active enrolled what does this mean it means that the workflow has not been fully delivered because it's by stages so right now on the 50 that we sent right now you know must be two left to be sent because it's sending everything in book but those 50 that we sent they are on the waiting uh for a response then whenever

they click on the link or they respond or they do not respond or whatever then the workflow will continue so from there we can see how many Clicked on the link this is from past campaigns as you can tell so right now must be zero still and here negative feedback we also know when we have someone with a bad review so this is what you have so we have it from one two and three rating and this is the email thanking them for their feedback and you can of course change it right here contact first

name Thank you for sharing your experience with us our management team is reviewing your feedback so we can ensure that neither you nor any of other value customers have this same experience again again uh we value like this we value Fe feedback like this because it helps us grow in our ability to provide excellent service which is true that's what matters please let me know if there's anything else I can do as you can tell here we have internal Notification to the client and we tell them hey you got a negative feedback form submitted hey

name t just this person just provided negative feedback on their experience here's what they gave you out of five if applicable contact right and this is the feedback reach out to them as soon as possible to remedy the experience and this is their phone and email so it's important to tell your client as well please follow up on this But as you can tell from this client we've sent so many and there's only one by review that was you know so it wasn't a big issue he was able to fix everything real quick with the

person that was a bit upset so so yeah that's even better you see but now let's see on the conversations again it looks like everything has been sent already you see this is a name this was not sent let's see why the System will always tell you why it wasn't sent this is a landline okay I figured but still they got their email so they're still being contacted all right well this is the review campaign this is how to launch any campaign with go high level so this also will be applicable to database reactivation so

let's jump into that right now thank you are you ready for the database reactivation campaign let's go into it so here we are at the Workflows and let me show you what this looks like it's yet simple but effective now what matters is of course the offer but the followup the followup is really what we need in order to get higher responses here and that they know that we're serious but also the tone you don't want to sound too robotic to marketing or whatever you want to sound just as if your client is literally m

manually texting each each Prospect right so this is how it goes again as Soon as we uh add this is not automatically added remember that you have to add them to the workflow well exactly how we just did it with the reviews now this is the email that they get so something that you might see here is you look at this right and this is also part of the custom values that's why I'm telling you as a rule of them always look at the custom values and fill them out as soon as you get a

new Snapchat and always be familiarized with The custom values because Snapchats can have multiple and you need to know where it's coming from okay so now here uh under the custom values we add the company name the company email Etc so it will all come through their email with their name right not with what's here in go high level so here we tell them and you can also change this and you can just add anything else if you'd like but here we have it already automatically added for you so you don't have to come In

in every workflow and change the section which just it's easier to just go to custom values and edit the information there now Christina are you there you know you have the contact first name and we send them this email hey Christina I try to text you at and another phone number wanted to reach out because my team and I are doing a special this week and giving a thousand off coupons since we have some extra Supplies only catch is we can only bring on three clients while supplies last thought you might be interested let me

know no worries either way this is amazing first of all whenever someone says a discount they always think bad of it they always say like oh it's too good to be true but in this case we're actually giving them a very valid reason why we have a discount is because we have some extra supplies and we want to take them off of our storage or whatever That we have and we can only bring three people so we're also having some scar City here we're playing with their minds not to me like that but if they

really need the service and they've been hesitating about it a lot it's like this is your shot to get it at a better price than usual and now here we're only bringing three clients while supplies last I my interested let me know when no worries either where you're not being pushy you're being super sweet super Respectful and straight to the point now then we send them a text message which it exactly something very similar and then the system waits for 24 hours and we wait for a contact reply they can say wow I'm excited yes

thank you I want it I want more info whatever or they can say stop if they say stop the system automatically takes them off the workflow and they just uh they're not contacted again so whatever that they respond Right if they reply sorry if they reply with whatever reply that they have your client will be notified about it via email you got a new customer response from then their name and then the message body the response came from this number good you need anything else and the subject of the email is new lead response that's

all that they need to know now from here we send if they do not respond though in 24 hours we like contact first name Christina question mark did you get my text yesterday I only have two spots left for the coupon let me know if I shall save you a spot while we have the extra supplies respond back with yes or no so I know whether to save you a spot or no enjoy your day and then an emoji this is also beautiful and don't be afraid of sometimes adding a little misspelled a little like

you forgot a coma or something because that also makes it look more casual of course it Depends on your Niche if you are directed to doctors you don't want that but and overall it's it's best to sound very normal and personal then very like oh excuse me sir you know there's a big difference there but of course it depends a lot on the niche now that's it and then if they don't respond from there it's fine they were not interested but if they do respond from here as well that your client will be Notified so

this is gorgeous any questions let me know in the comments I'm excited and now this client also told me that he has another product that he wants to advertise so I literally just duplicated this workflow and I changed the name of the workflow and I added different offers and we launch this as well so it was fun it was fun to play with it but I will never do drastic changes especially in the structure of the workflow if I'm not too Experienced with this so if you want to change the messages and everything perfect do

it from here but if you have other suggestions or other things that you want to play with I will suggest you to work on it uh from a duplicate so now you can see oh wait mine is not working what happening what's happening and now you can see oh this one this is how it should be you know you have like the structure already set right but but yeah this is how it Goes well who am I well my name is Christina and I've been working with pble for over a year now and I started

working for him as his VA and I was doing the go high level uh setup calls within our community helping members to set up their go high level accounts from scratch so I've been learning ever since it's been such a beautiful journey I remember being super scared about touching anything with go high level but now through practice and making sure That I'm helping more people as possible um this has been an amazing tool for me so amazing and let me tell you so amazing that because of how much exposed I was to P's courses and

to all of the live calls with the experts that are within our community all of the questions that you guys made to me that made me grow and made me learn it forced me to get me out of my comfort zone and thanks to that now I am also handling clients uh on the our marketing agency I Have already 10 clients that I closed I went on the sales calls with them and I walked them through the whole system I was able to recognize which uh product would be bad for best for them or what

service will actually feat their needs and I'm doing all the client relationship um managing their accounts so it's been such a beautiful very rewarding experience uh don't give up in the beginning I was concerned about everything I was concerned about not Wanting to click on anything I was concerned on a sales call I felt that the client knew more than me which of course they do not know it's kind of weird and even I've had clients that are very techsavvy but still they're Blown Away with everything that we have because it's an all-in-one platform I

have clients that they have been using everything that's on the side and they're spending tons of money and when I tell them about our custom software That was set up for them exclusively they go away they're like they just losing their minds so I feel like if I could do it I wanted to share a little bit about about my journey because I feel that if I could do it I'm 100% sure that you guys can also do it so let's say to give you certain timelines which is a very personal journey of course everyone

has its own different pace on growing and learning um I was six months doing the Setup calls and then I've been doing sales for four months and I mean I have already 10 clients and I'm having so much fun with them um I I think one of my biggest lessons have been just be authentic with your clients let them get to know you let them actually you know see who you really are don't try to pose into like oh no no no I'm super Savvy I'm an expert and you're actually not I feel like that's

what's been helping me a lot with the client relationship Overall because believe me I've tried to seem like I was an expert and it didn't go well but anyways I wanted to share a little bit about my Journey a little bit about how uh I got involved into this amazing go high level word into the marketing agency which is what we're more focused on but remember that you can also be a coach and just like I mentioned I am a diean and it will be amazing to also use go high level for a coaching company

if I want to have one And which perhaps who knows right so that's a cool part it's opens a whole word for you there's no limits into how you can actually help others either grow their business how can you make more money help your family as well so it's I think it's a winwin for everybody please do not feel that you're alone in this journey we're here to help you we have a very effective and strong support team uh aside from go high level because go high level alone offers a lot of uh you Know

support and they have this go high level Zoom call that they can help you and but we like to take it above and beyond and personalize and have oneon-one calls with you and making sure that that you're on the right path and I know there's ups and downs but believe me it's all about being okay with being uncomfortable because that's the only way that you can get out of your comfort zone so thank you so much for watching I am very excited for this for your Journey please keep asking questions that helps us grow and

improve and also uh my mom had a little saying that she said it's best to be stupid or to to be a fool for five minutes than your whole life so if you never ask you'll never know but thank you so much I appreciate your time see you later