Go High Level: The Ultimate Beginner's Guide in 2025

what is going on guys it is jonno and today we're going to be talking about go high level now we're going to be breaking this up into a multi-part series where we kind of go over multiple different aspects of the software because if I was to honestly put this into one video I'd be like a skeleton by the end of this I'd be like dead in this chair um and obviously you're not going to stick around for that long so today we're going to be talking about an overview of the software later we're going to

be talking about how to set it up properly and the workflows and all that kind of stuff but entally what this offer allowed me to do was scale my business to seven figures and automate myself out of a job and that is kind of the perspective that I'm going to be taking when I showcase this software to you guys now in a nutshell go high level is a sales and marketing CRM right so it's a place where you can have all of your contacts contacts and manage them deal with all different types of stuff if

you were to scroll down on their homepage here this table here gives you a good snapshot of the different functionality that you're going to find in here but I'll just go over it myself instead of just relying on that table the first one that you get in here is CRM functionality so you can have contacts you can have custom fields for these people you can have tasks or notes or appointments all of that kind of stuff is going to be in here you can also manage communication two-way communication for that matter uh with clients whether

it's text messages whether it's emails or whether it's WhatsApp or live chats or Facebook or Instagram whatever right literally every single platform that you could possibly message people through go high level has a solution for that you can even supercharge that with AI automation if you wanted to as well I don't personally use that but you can go ahead and do that as well now on top of that when you're managing these clients you have a booking widget like this this kind of replaces cly and you can have a full cycle automation for for meetings

and that kind of stuff now you also have a pipeline like this where you can see clients moving back and forth um and visualize where they are in the customer Journey with your business you can also create invoices you can create contacts uh contracts and send this off to people it's cool because now they have the functionality to have a two-in-one document builder for both contracts and invoices in one so you don't have to separately send them which is a massive Game Changer if you deal with this kind of stuff you probably don't like the

fact that you have to usually send them individually when you merge them into one it's going to lead to higher conversion rates and better results you also have a website builder in here multiple different website Builders so you can build whatever it is that you want of course you can add forums into that particular website builder and you have reporting for all different facets of your business and lastly you can stitch it all together with a worldclass automation Builder this is the reason why I use go high level in uh nutshell I would say that

individually you can find better pieces of software online you can find better invoice Builders you can bu find better web Builders the list goes on right but there's two things that I really like about go high level number one is that it's Under One Roof you don't have to go to 17 different uh software applications that's just a pain right but number two and the the main reason why I love go high level is simply just because of this automation Builder this ties everything in together so that everything can be essentially they can all speak

to one another right you can have a form submission that starts a new lead that calls somebody texts them emails them maybe you send off contracts everything can be automated the only limitation to the automation is your imagination and coming back into uh automation Builder like this even if it doesn't have the exact functionality that you need you can just sync up web hooks in here connected to make.com and integrated in with tens of thousands of other applications so in terms of pricing they have three models here there's the starter for $97 a month freelancer

for $297 a month and agency Pro for $497 a month essentially you just need the $97 a month plan this is going to get you 99% of the way there don't quote me on that exact netware but I'm sure that most people only need the $97 a month plan the only real reason you go up to the $297 a month plan is if you were a marketing agency and you were selling clients marketing or some online service and you want to essentially white label go high level and pretend like it's your own software and distribute

it to your clients and then Mark up the software charge them so that you can you know essentially license go high level to them so that's the only reason you'd have this for like three or more or four or more accounts where you're just kind of giving that software away to your clientele now before you guys go ahead and sign up if you are interested I highly recommend taking a look at my uh blueprints down below it isn't the description it is free to get these although you do have to sign up for go high

level you can get a lot of the blueprints on a free trial some are going to be once you sign out for the paid account but in a highle overview of this I walk through how I got my business two seven figures how I automated myself out of a job and I broke that down into different workflows for every stage of the customer Journey from new lead to sales call to appointment and so on and so forth all the way from the very beginning of the customer Journey until the very end so once again if

you guys are interested I highly recommend taking a look at that with that being said let's dive in before we do make sure to subscribe to this channel if you are new because if you like videos like this then I'm sure you're going to like all the other videos that I release as well so let's get started all right so if you guys just log in to go high Lev let's say for the first time you're going to land on this page app. high.com accounts you can see it up here in the URL now do

you remember that earlier on in this video I kind of talked about the pricing here where you have the $97 month plan and then the $297 month plan and so on and so forth and with this higher plan the only reason you'd actually go up to it is if you're a marketing agency and you want to wh label the software and distribute it to your clients so in go high level it's a sales and marketing software now for you to distribute it to your clients you need to create sub accounts for them right so in

this view this is the agency or your view right so if you were to redistribute the software you could have multiple clients here and you could go into different accounts now for me and for well for most people watching this this is not going to necessarily be applicable because you might just be a plumbing business you might just want to have your sole business on here you're not trying to you know redistribute the software to other people and this is not applicable but the reason I'm highlighting this is because if you are a marketing agency

then you're going to have uh multiple sub accounts now let's say you go ahead and you want to create a sub account all you have to do is click this massive green button up here which is ADD sub account in the sub accounts tab on the sidebar now you can go ahead and just create a blank snapshot for now you should be able to load in my Snapchat that I provided you with there will be a link that I send you if you did sign up with that you could type in your business name here

or you can just add manually and then it's going to ask you for a couple details for you to add in right once you've gone ahead and done that then we can log into your account we're going to switch back to this agency View later in this video the reason why we're going to cover it later in the video is because quite frankly I don't think it's super super important and I'd rather focus our time on the highest or the most valuable um aspects of go high level so we're going to log into our account

now to put it bluntly there's one thing in here that I spend most of my time in and that is this automations tab right here now I want to just go straight into talking about this but the reality is is that in order for me to talk about this it kind of hinges on the other functionality too so I'm going to give a highlevel overview cracks me up every time I say highle overview when regarding high level but anyways I digress um it hinges on all the other pieces of go high level as well so

we're going to talk about those first now quick thing here is not everything in here is crated equal to me a lot of the functionality in here I just never use I might have looked at it one time and then the next time I came back and looked at it for the second time was When I Was preparing for this video after like 5 years of having go ey level so there's certain things that you just aren't going to use use and in my mind it's kind of like an attic in a house where you

kind of forget it it exists until you actually have to move out one day and then you're like crap like I have to move stuff out of there and there's like cobwebs and all that kind of stuff this is like the image that I had in mind when I think about some of the things in uh in gohigh level and we're going to go through these one by one um but essentially the main things we're focusing on today are going to be conversations tab we're going to focus on Cal contacts tab opportunities payments automation sites

and that's more or less it but we'll start from the top and work our way down Launchpad essentially in nutshell this is one of those attic moments where you're never going to come back to it again this is like a quick start guide to setting up your account on go high level dashboard we're going to circle back to at the end but essentially you can view your analytics right so we're just going to come back at a at that very end of this video to talk about that after you kind of see what else you

can do with go high level now I I want to start with contacts first because this is the CRM aspect of go high level essentially in the contact Section of go high level you can have um a smart list section like this with all your your contacts right you can see a list of two contacts in this case or 40 or 50,000 right however many people you have in your CRM they're all going to be listed here now a couple things about this up top here you can have segmentation of different audiences so for example

maybe you want a list of just everyone in your CRM maybe you want another list of customers right you can have a filter on here and say if this person has the tag customer indicating they are a customer in your company only show those people and then filter out the ones that are not customers so in that case we filtered out Bob right so you can have a list for leads you can have a list for customers you can have whatever list it is that you want up here all of these buttons um are more

or less mostly bulk so you can of course you can add a contact that's not a bulk action but bulk actions could be like updating um you know certain stages on a pipeline and we're going to get to this in a bit adding people to automations sending mass emails or text messages or adding tags right how you do a bulk automation is just you select all of the contacts that you want to add and then you just essentially add them into an automation simultaneously right so lot of bulk actions here the one thing that I

want to highlight here is you can import contacts into go high level so if you're going to transition from something else like Salesforce or hubs SWAT or whatever you can import a CSV file straight in here and then you can have all your contacts really quickly this is something they did really well um moving on here if you sign into a particular contact essentially everything that you'd want to know or at least everything that you'd want to have out of a standard CRM is going to be here this is split into three paines on the

left side you have the contact details right and these folders and fields are all customizable you can change the folders you can add folders you can create Fields as well now we're going to get into how to do this kind of stuff in the next video when we talk about how to set up go high level but moving on here we have tags tags are obviously great for segmentation one thing you could have is a customer so you know who is a customer and who is not a customer maybe you send certain people down on

Automation and if they're a customer they go down One path if they're not a customer they go down another path maybe the customers receive a text message and leads do not you have automations here which is cool because not only can you just add people into automations here but you can see past automations that people have been added into so if I go into this contact here named Bob Smith you can see hey they've been enrolled in this past workflow this is important because you can see essentially what they have gone through and what they

have not gone through this nice little whatever widget this is I have no idea if somebody I guess it's like a tree diagram the more and more I look at it but anyways this kind of gives you a history of the automation so if you ever trying to figure out hey what went wrong you can kind of quickly see what stages in the automation they went through and we're going to cover this later in the automation tab as well now moving on you also have um opportunities courses communities essentially any part or anything that that

individual customer is enrolled in you're going to be able to see a snapshot of what they're in right so we're going to talk about opportunities later we're not going to talk about courses or communities just because for the majority of you watching out there you probably don't have courses or communities that you're offering but you can have courses like digital courses or communities straight through go high level in the center of the screen you can communicate with clients right so you can send text messages you can send emails you can send uh you can have

phone calls they're all going to be listed here so you could see like a text message for example you could see a very elaborate email something that I spent a lot of time putting together it took me ages to figure out what to write and I came to the conclusion that it should be test email and then you can also log your phone calls here a cool thing about the phone calls is you can actually record it too and you can have just like a log of that entire call right here in case you have

to refer back to what was said on a phone call other things that will appear in here are just Milestone updates I don't know if Milestone is the right word but things like hey did this person book an appointment or was an opportunity created or maybe you uh assigned DND to the contact and then you unassign DND and it lists it here which comes to the next Point DND stands for do not disturb so in case you don't want to send text messages emails calls whatever you can just assign D and to either specific channels

or to all channels and they will be opted out of communication via all channels or just the specific channel that you indicate here um moving on you can of course assign users to a particular contact so if you want to assign sales reps or project managers or whatever the case is you can do that of course you can call that person straight through go high level and then on the right pane you can see just a variety different things that you might want to know the activities tab here is useless I don't ever look at

this to me it uh this just it's one of those attic moments where is that attic yeah this is this is exactly the activities tab you're probably never going to look at it personally I never look at it and my team never looks at it tasks if you want to create tasks for people or on specific clients to be reminded of of course you can go ahead and do that and then when you're done you can check it off as complete you of course can uh change the view to see what tasks you have on

clients as well in case you only want to see pending or completed or all you can have notes on clients it's pretty self-explanatory you can have appointments with clients as well so in this case it's like hey I have an appointment with Jon o catli under the test calendar on November 28th 2024 this replaces calendly we're going to talk more about appointments later on in the automation module now lastly what I want to talk about here is any documents so if somebody has been sent an invoice or a contract or whatever it's going to be

listed here and payments if they make anything it's also going to be listed here essentially it's just a log of all the activity on a client in this view right here across the entire platform so whatever they engaged in whether it was payments whether it was contracts whether it was text messages emails uh notes or task whatever right it's all going to be logged here in one View for you to see right so that's that's awesome now moving onwards the next thing that I want to go over is conversations so similarly to contacts here you

have the conversation window here the reason why you'd probably want to use the conversation window instead of just the contacts window is because you can have a list of all of the people that you're C currently communicating with on the left side of the screen here so you can of course communicate with multiple people at the same time the only thing that I think is worth mentioning here is of course you have unread messages when you've gone ahead and redit you can mark it as red then it's going to disappear from that you can see

recent messages you can see starred all right so you can filter another thing with the filtering is you can filter by your chats and also chats assigned to other people so that's pretty cool here and then you just get to see a log of everything that has been said to particular clients moving on we have the opportunities tab next right and with the opportunities tab this is just like a visual representation of where contacts are in their customer life cycle with your company you've probably seen this with like so many different um apps out there

I'm forgetting the the main one's blanking but it's like pipe drive or it's like clickup or it's like monday.com all of these apps kind of function the same way you can have nice pipeline view of where people are in their journey through your company now this kind of stuff typically should be automated in my opinion but this is a nice way to see where people are at the next thing here is calendars once again I kind of look at this as an attic moment because I don't use this this is like a watered down version

of Google uh calendar so I don't know why I would really use this as opposed to Google Calendar the only benefit here is that if you have multiple people on your team you can kind of see their calendar their all that kind of stuff you don't have direct access to their personal Gmail account moving on here is payments now payments is pretty awesome here you can do a lot of different stuff really I like to break it down into two components here because you can see up the top there's just a lot of stuff going

on um there's really I I break it down into um like payments for invoices and then payments for online stores so it's like e-commerce versus service either are capable and go high level so of course you can generate invoices and you can generate documents now a document is like a catchall phrase for whatever kind of thing that you want to send but usually it's like an estimate or proposal or a quote or a um contract right now for me I just like to have everything merged into one I don't like it depends on the industry

I know a lot of people deal with estimates or whatever for me I just keep it simple I just like sending out a contract and an invoice immediately to somebody if they're interested then they can go ahead they can sign and they can pay allinone it makes it simple for me makes it simple for the client but to each their own that's just personally how I do it now in this there is a drag and drop Builder so that you can build whatever type of contract or invoice that you want the main thing here is

this new section here which just came out a couple weeks ago um but you can enable direct payment so as soon as they sign the agreement they will be prompted to pay immediately afterwards it'll essentially just say please give me your money I'm begging for you to give me I'm just kidding um but they will be immediately redirected over to to pay now a couple things about this is you can see here this contact. name section essentially in go high level you have these custom Fields here right you have custom fields for the account for

the contact for the user for things like right now like for example this day of the week extended English would be like what it's Wednesday today so this would be Wednesday right um You can get down to the second minute you have these custom variables you'll insert it in here when this is sent to a client this wouldn't say contract for contact name this is a custom field that's going to be replaced with the actual person's name so it might be Bob might be Dylan might be Chad whatever right this is always going to change

and you can have as many custom Fields like this on the contracts as well so that's really really cool and the last that I want to highlight here is that go high level works on a product basis so when you're dealing with payments when you're dealing with invoices when you're dealing with uh selling uh like either like e-commerce stuff on your store it's all tied towards products so you have to create products and you can add them into things like your invoice here which brings me to the next stage which is the products section in

go high level I'm trying to drag this out as much as possible because this loading screen okay we're good um moving on here in the product section here you can just generate whatever products it is that you want in my case I came up with a really fancy offering if you guys want a chair it's only $50 it's the best it's the nicest chair you're ever going to find in your entire life just DM me I'll send you a link you can spend $50 hell you can even buy one for your entire family I'm just

kidding but essentially you'll just add in all of your products here and then you can sell them on your invoices in your store all of that kind of stuff a lot of this is pretty self-explanatory so I'm going to skip over it because I don't want this video to be like 15 hours um and essentially you can see your orders here your subscriptions payment links transactions all of that kind of stuff the main things here are the contracts and invoices that we covered the products you can have coupons and you can change settings like tax

information or whatnot notifications and then you just have to integrate in your stripe account or whatever you use whether it's PayPal authorized that and then you can get paid and you're good to go there now onto the uh marketing tab here I do not use this uh except for two things which is really just actually one thing it's the trigger links here social media planner you can upload like a CSV of your posts and push it to all these channels if you guys have watched my Channel at all you know that I just automate the

process of social media posting so you can watch some of my other videos or I can link it down in the description below but yeah this is just time I don't want to spend doing manual things that could be automated emails are like custom HTML emails here I don't use this I just use plain text emails if you're e-commerce company I know like you know it's pretty common to do that but let's be honest here when you send an HTML email there's only one of two places it's going number one is it's going to the

social tab or number two it's going to the junk tab that's it right I never have these HTML emails actually Landing in my inbox so with that being said I don't use this and then Snippets here here are just essentially templates so that if you want to send off manual messages faster you can go ahead and create these Snippets send it off immediately right so you have a snippet here and you can send it off to a contact in your conversations tab if I just load in a conversation here Bob Smith hello Bob uh we're

going to select essentially um the insert Snippets here you can insert the test and it's going to enter in right there to have quicker communication but the really only the thing I use is trigger links this is just essentially to start an automation we're going to be covering this later on and also it is to essentially have a place to um standardize the links so if I have a test link that goes to G google.com and I use this link for 50 different emails if I ever change that I don't want to change that in

50 emails I want to change it in one place this standardizes all the 50 links into one spot so I don't have to go back and forth and change it you can have affiliates so if you're running an affiliate offer to courses or your community or products or whatever and you have people that are selling it on your behalf you can create affiliate um campaigns and essentially manage the payout of these campaigns or just manage the whole thing within go high level branding boards once again that is an attic same thing with pretty much most

of the stuff here I just don't use it that often I'm going to skip over automation for now and go into the sites section here there's really only two things actually three that I want to cover here but mostly two and the first one is websites and the second one is forms now there is a lot of stuff here right I could spend 10 hours just talking about this I'm sure you wouldn't want to hear me in 10 hour talk about this in 10 hours but for 10 hours but essentially think about this like WordPress

this is a glorified WordPress it's a glorified Squarespace you can think about your store like um woo Commerce or shop ify or whatever but it's probably more of like a water down version of that I like WordPress better the only great thing about this is that it's allinone and it's just easy to connect through the automations tab here otherwise I think WordPress is better funnels is just a different type of website where you have different pages so page one goes to page two which goes to page three right if I was to come into visualize

that you have page one and then when they're done with page one they go to page two but you can build that functionality in a website as well and the cool thing about go high level is yes you can build all these things you can select from a template for example and just choose whatever catches your eye right you can load that in say I like this template here load that into my account click continue and we're pretty much Off to the Races here so that's really really cool the only thing that I want to

talk about is um more about the website builder is if you come in here you have the ability to obviously change and manipulate this website to however you see fit there's a lot of different things going on here but in a nutshell you have sections which contain columns which contain rows which contains elements which is this Orange Box around and then you can add in whatever it is that you want this is pretty standard to any website builder but you know things like headlines or paragraph texts or bullet lists or whatever right you can also

add in forms um you can just see kind of like everything that is is possible here right so that's pretty cool now um the only thing else that I want to talk about here really is forms and forms surveys quizzes they're more or less the same it's just a way to process information it's like an intake form that you gather information from your customers or your leads just in different ways I don't really use quizzes or I never use quizzes I don't really use surveys at all the only thing I use is forms here and

if you go into the Builder and you just select a form this is just what a default form looks like Ino high level it'll just you know ask you to insert information you can customize this by adding in standard Fields here or you can add in custom Fields custom fields are fields that you've created so for example let's say you are a photographer and you have a wedding and you want to have a date of event field well you could just come in here and add a field and it would be a date picker field

and this would be a custom field a custom field is just a field that you created that wasn't created out of the box by go high level themselves the only other thing worth mentioning here is they have the additional logic which you can show in hi hide Fields depending on some criteria so for example let's just say if the email field is empty right then maybe we want to hide I don't know the first the first name field and if that's the case then that first name field would be hide or hidden would be hide

that's funny um and yeah you have different options here you can change the style the theme the options in the form settings down here I like the sticky contact which means that if you enable it um quite simply when people return it autofills the information like their first name last name email phone number so if Bob Smith came back to this forum for the second time he would be able to have his information automatically loaded in immediately without him having to type it in that just reduces the friction and increases the conversion rate on things

like appointments or lead form um last thing here that I'll kind of go over is the chat widget I also do not use this but in a chat widget like this you can have something like this at the bottom of your site where you collect information maybe you want to get a phone number or you want to get an email so that you can contact that person at a later point of time they even have conversation AI in here what that essentially means in a nutshell is that instead of you having to be hovering over

your computer 24 hours a day waiting for somebody to send you a message you can just have ai like automatically take take it over and just um message that person on your behalf so that they it like it automatically captures the contact information so that when you're back at the computer you can follow up with that person so that's it for sites um once again all this kind of stuff down here like on the sidebar so we got membership media storage reputation reporting at Marketplace all of this kind of stuff you guessed it it's the

freaking addict it's not something that I ever really checked that much but just kind of coming in here I'll go over it very briefly in the memberships tab if you guys have courses or communities that you're marketing you can add it in here media storage is kind of semi-useful but once again I mean like you're not really going to come here very often but yeah you can see images videos or whatever that you upload and then the reputation and the reporting pardon me if my face is blocking this I honestly it's like to me it's

the same thing and same thing with the dashboard up here I would rather just see this as like an analytics tab where you can see a highle overview of the stuff that's going on in your account so really quickly going through them the dashboard essentially gives you some analytics on your um your business like the opportunity status so if you recall we talked about the opportunity pipeline here where leads are so we have Bob and new lead j o and sales call we can see that model modeled out in this dashboard so we have two

opportun unities so on and so forth here's the STA stage distribution like we have one in sales call one in new lead it's just fancy but I don't I I just don't look at it same kind of deal with reporting down here same stuff you can have Google ads reporting and Facebook ads reporting but the real question that I have for you is why would you look at the reporting in Google ads when it's just a watered down version of what Google ads can actually show you because it can get way more granular with the

details and the other thing I don't like about this either is that it talks about Impressions clicks and conversion rates but the most important thing for me is not necessarily this but it's the cost per sale right so I want to know of the people I'm selling on Google ads how many of those people actually result in a sale because I don't care that much about conversions into New Leads I care about how many of those people actually result in money and what is the money I'm making relative to the money that I'm spending on

campaigns like Google ads and Facebook the call reporting is actually not that bad I do tend to look at this occasionally and you have appointment reporting here just on your appointments you can see how many confirmed or canceled or showed or no showed or whatever right so that's that's kind of nice and then reputation is just essentially in a nutshell you can connect your Google account in here and see the reviews that you have from your GMB listing um yeah I just don't I don't I don't use this at all so now on to the

most exciting part of this video which is the I feel like there needs to be like a drama or whatever but the automations tab over here which is the main reason why I use go high level this essentially stitches everything in together so I'm going to go ahead and I'm going to create a new workflow and I'm going to start from scratch here okay and um first thing that I want to point out here is that with workflows es and I'm sure you guys know this if you watched any of my other videos but just

with Automation in general there is always a trigger and there are actions a trigger is a fancy way of saying hey what is going to start this workflow and then actions are hey what do we want to do after this workflow started so a classic example if we come back to this website is let's say a trigger is when somebody fills out a new lead form so when they say hey jonno I want to inquire with your products or your services well it's probably a good idea when somebody fills out that form to send them

things like a text message so we can send a text message over to them being like hey thanks for inquiring right and maybe we book a an appointment with them right so that is essentially how the triggers and the actions work now just taking a look at the triggers here there's a ton of stuff going on here this would be a 2hour video all by itself so um I'm not going to get too into in depth with this but the main thing that I like to use or one of the main things at least because

there's honestly so many main things is form submissions right so when that form is submitted it's going to fire off this workflow we talked about trigger links before so trigger links are just if somebody clicks a link then it can start a workflow so classic example is is you have a email right and you're sending off an email it contains a link that link happens to just be a trigger link which you've set up in your go high level account and that starts this workflow another thing could be when a contact is changed maybe a

new value is added onto that contact like the service date in that photography example the data is added maybe you want to do something when a contact tag is added maybe you add the tag customer and when they're added as a customer you know this person is paid and signed so we want to do something special with them right so list goes on and on and on um there's just so many things that I'm not going to be able to cover in this but just even scrolling down you can see how many things there are

now with that being said we are going to be talking about three workflows in here just so you can get a really clear crystal clear picture of how this works and then Al also you have the actions here which is updating contacts things like adding tags assigning users editing conversations um you have communication so once again any type of communication you could possibly think of like sending emails text messages you can um have calls you can do voicemail drops uh where you're actually implanting a voicemail into somebody's phone messenger through Facebook Instagram DMS you can

do uh WhatsApp messages send live chat widgets which was that widget bot that we had there you can just send something straight through here which is so freaking cool um and then lastly two more things here web hook data if you can't find what you're looking for here no problem you just Connect into zapier or make.com make.com is this website here if you watch any of my other videos this is what I talk about pretty much all the freaking time and this can connect into tens of thousands of other applications so if you don't find

what you're looking for here no problem you just connect it straight into make.com and then you connect it to whatever it is the world is your oyster you can connect that straight back into go high level by adding a trigger up top here and that trigger could be an inbound web hook right so make.com send information straight into this workflow immediately afterwards two-way sync send information to make.com and make.com sends information back to go high level in a workflow Builder wow so powerful and the only other thing that I really want to talk about because

there's just so much going on here is this um these internal tools so you know what I think um a lot of these platforms have backwards is the fact that they focus on things that are nice to haves but I don't think really make an automation Builder like what is in go high level really special so what I mean by that is the most important thing of an automation Builder is just how complex you can make it right so circling back here these internal tools are just ways that you can add complexity to make whatever

kind of workflow you have in mind become a reality so if I just zoom into this new lead workflow here you can see that we're removing from certain workflows we're doing conditional logic to make sure that hey if this person doesn't belong in this workflow we filter them out we assign it to certain users based on other things right um there's just so much stuff we have these go-to steps that act as a zipper that tie everything back together there's so much stuff right but these particular internal tools are what allow you to create an

infinite level of complexity to your workflows and on top of that I think it's worth noting in that in these settings here there's two things I like in the contact settings here which is you can allow re-entry the same person can be Ed in the same workflow more than once but they can't be entered in the same workflow simultaneously more than once they can only be entered in after they've successfully completed it you can stop on response so in case somebody sends a text message you send a text message to them and they reply well

you like let's say you're asking them to jump on a call and they reply you probably don't want to send another message being like hey can we jump on a call because they just replied saying yes or no so um you know stop on response is going to avoid that from happening the communication can be sent out at specific time windows so if we check this off let's say somebody inquires at 2: a.m. probably don't want to send an automated text message at 2: a.m. it'll wait till 8: a.m. till 5:00 p.m. whatever is within

that time window including the days and it'll send it off during those particular days so that's really cool and then of course you can see the history of enrollment so any person that's been entered into the workflow for this purpose you you can see that there's nobody but uh that's been enrolled but in this instance in the sales call workflow you can see okay who has been enrolled and then based on who's been enrolled more than just entering into it let's see the actual execution logs of what Bob Smith went through every single step that

happened right this is beneficial when you're debugging things because obviously things don't always go according to plan you need to figure out what's going wrong and that's a great place to get started now just circling back here I want to kind of go over what this looks like in practicality because it's great to talk about this stuff but the best way to learn in my opinion is learning through an example right so we're going to go ahead and we're actually going to test this workf flow out so I have this new um I have this

website here right and we're going to go ahead and what we're going to do is we're going to fill out this information now just before I end up filling out this form we're just going to go into that particular contact here and I just have like a burner email and a burner phone number that I'm going to enter in here so um we're going to go ahead and pretend like we're a lead we sell this website we're like wow 20,000 courses 20,000 happy clients you're telling me you have 500 experts on the team I am

freaking sold where do I sign up and they go down they find the form they're like sweet I'm going to go ahead and enter this in right they're going to put in their email and their phone number and consent to receiving stuff and then click the submit button here now as soon as they're they've submitted that we're going to enter them into the first workflow which is the new lead workflow you can see that because this is a burner phone number it wasn't sent successfully but they're like hey Jon thanks for your inquiry about working

with us would be great to chat you can book an appointment here now this could be so much more than just a text message it could be something like a uh phone call immediately it could be an email it could you could drip these emails over time like case in point with my new lead workflow this is just you know a sample one here but you could send out or you could have a phone call followed up by a text message followed up by emails and text messages as specific Cadence dripped out over days or

weeks to come right to re-engage that person to get them ultimately onto a sales call because that's how you're going to probably sell your products or your services there is going to be a link to a calendar here and then in this calendar appointment they can be like hell yeah I want to sign up to talk to a sales rep on their team so they can go ahead book an appointment here once again they'll just enter in their information right and then when they submit that scheduling meeting here it's going to automatically send them off

another email saying hey thanks for signing up for an appointment we can see the appointment details have been updated and we just have this generic email that's being sent out here right which is super cool tells them hey our phone call is confirmed at this date uh at this time here's the time zone if they want to reschedule the appointment because like crap I got to drop my kids off or whatever they can go ahead and they can literally just reschedule straight from here and then it's going to automatically take care of that they could

also cancel that appointment as well and if they cancel that appointment then you could send them down a cancellation automation where you try and re-engage them to bring them back you'll notice a trend here there's nothing that you've done so far it's been 100% automated up until this point in time without a single second of your time you can imagine if you're dealing with hundreds of clients a month how much time this would save you let's say you officially get on the call with somebody and you want to send them over a contract and an

invoice after that sales call well you probably have a form where you're entering in information on the call to really customize that invoice and quote and after that um you could send them in you can enter them into a sales coww worklow so when that form is submitted it sends off the proposal now I'm just going to go ahead and manually do this just to to save some time here but essentially form sales call form that your sales reps use would be entered and then we'd go ahead and send off a contract and an invoice

and then it would be like hey here's the contract and invoice that's sent to you and then they can come in here review the contract invoice that we have generated they can start filling it out sign it and then once they sign accept then they'll be pushed over to pay now the list goes on and on and on these are just three steps that you could do but if you look at the blueprints that I have here we just talked about at a very basic level new lead sales call appointments right those are three steps

but what we didn't talk about is when the contract signed or when the contracts lost or when the contracts won bar leads speed to lead client onboarding list goes on and on I've really broken down how you can automate every freaking Single part of your business and I've split tested this and tested it with millions of dollars of my own money right I've literally seen money burn in front of my eyes from making the mistakes and what I'm passing on to you now works you don't have to see that same money burn in front of

your eyes um so you know that's why I think this is so awesome I'm so happy happy to share it with you guys so that in a nutshell is go high level I guess really the only last thing that I want to mentioned here that's worth mentioning is circling back to that agency view right as I mentioned i' cover at the very end when you Circle back this is where you can have your personal view if you do Market it to other um if you do Market you know this is a stand loone software service

that you're selling to other people or redistributing then you can have some settings here now just to keep it simple I'd recommend you guys looking through this but realistically pretty much everything here is just a way for you to be upsold so if you go into template Library you're going to have to pay for that Partners you'd have to pay for that SAS education you'd have to pay for that go high level swag you'd have to pay for that um a lot of these things you don't have to pay for but a lot of them

are just upsell opportunities for go high level I'm not going to talk about the merits of you know what you could or could not buy on a go high level just because maybe it might be applicable depending on where you're at but we'll cover a lot of this stuff in a later video just hovering over to the settings here a lot of this stuff is just how you set up your account if we go into you know something like workflow AI um it's just going to say hey you want to turn this on and the

answer should more or less be yes for all of these because this is just going to unlock unlock functionality and go high level if you have it turned off you're not going to be able to access it I'd recommend at least playing around with it to see if you guys like what they have to offer so that is go high level in a nutshell thank you guys so much for watching I hope you found a lot of value in this video once again we're going to be breaking this up into multiple different stages so this

is just the high level overview still makes me laugh every time I say that later we're going to be talking way in way more detail about these uh workflows and and automations and also the setup because we just talked about the functionality we haven't talked about how to actually set up your account to to you know to be successful with the software if you guys have any questions please leave them in the comment section below please give me a thumbs up if you like this video and make sure to subscribe for future videos just like

this one I'll see you guys in the next video thanks and bye-bye