Ah, High Level is so confusing.
If that’s you right now, don’t worry,
because I’m going to show you exactly what
to do and how to get up and running as
quickly as possible with High Level.
So stay tuned.
It for that.
And if you haven’t heard of High Level,
it’s the all in one tool I use to replace
every single tool I used
to use in my agency.
And the cool thing is
it has different plans.
So you can basically
choose your own adventure.
So a lot of people ask me what is
the difference between these plans?
So I’m going to show you the difference
between the plans and show you how to sign
up and then show you how
to set everything up.
So for these plans,
it’s either 97% or $497 per month
to replace all the tools
you used to use before.
Which is incredible because I was
literally paying thousands of dollars
before High Level came along.
And if you guys want a completely
free High Level mastery course that I
usually charge money for,
click the link in the description and use
my link to sign up before you even start.
And I’ll send that course
to you automatically for free.
So go do that and pause it.
And then we’ll get started.
So first what you’re going to want to do,
obviously sign up for High Level
and then it’s going to say GoHigh level.
Don’t worry about that.
That’s just how I know that you used
my link to sign up and that’s how
you’re going to get your bonuses.
So what you’re going to do
real quick, I’m going to just go through
this with you guys and High Level
talk about a little bit about what
High Level is and how it has all
the tools that you need to succeed.
And it really is, guys,
it completely changed my life.
It changed my agency.
It made everything so much easier.
I could onboard clients
in literally minutes.
And I was paying a ton of money before
for all my different softwares,
having to keep track of it.
But guys, it replaced
MailChimp active campaign type form,
Click Send, Call Rail, Click Funnels,
and pretty much any of these icons
that you can see on the screen.
It replaced everything.
And you guys, if you have Click Funnels,
you can actually do a one click import
and import your Click funnel
into High Level as well.
And the other cool thing,
you don’t need calendar anymore.
You can do two way communication.
They have a mobile app and so much more.
So if you guys want to look through this,
but I’m telling you, it’s amazing and it’s
a crazy deal and that’s
why I signed up for it.
Oh, look, there’s me.
Okay, so now to talk
a little bit about the plan.
The $97 Plan Agency Starter is really just
one location and it’s really
just to get your feet wet.
So if you’re looking for a solution
to track your own clients,
this is what I highly recommend.
And if you have more than one or two
clients, you’re definitely going to want
to upgrade to the Freelancer plan,
which is 297 a month.
And it’s really unlimited.
So unlimited users,
unlimited business accounts.
Then you get everything
in the starter package.
Like I said, two way text, two way email,
funnel builder, website builder,
but for unlimited clients as well.
And then if you want to take it a step
further and provide Wi site label,
WordPress hosting, Yax, Reselling,
Twilio, rebilling, email rebuilding.
You want to set up SaaS
accounts for your clients.
Let’s say you’re selling
a SAS on autopilot.
You’re going to want to check out
the Agency Pro plan, which you can get
a free 30 day trial using the link below.
I’ll drop it below so you can get that.
But if you’re serious about starting
a SaaS company, I have
a ton of videos on that.
That is the only way to go because it is
going to automate literally
your entire onboarding process.
Again, no matter which plan you choose,
there is a link to either a free 14 day
trial for the 97 and 297 or 30
day trial for the 497 plans.
You get my free course
to set everything up and it’s
going to be the way to go there.
You’re also going to get a snapshot
from me and all of my affiliate bonuses.
Okay, so now when we set up High Level,
you’re going to get an email from them
that you’re going to use
to sign in with your password.
So this is super important and you’re
going to click on log into app like this
and you’re going to log
into App go High Level.
Okay, now you can white label it,
but I have another video for that,
which just means that you’re
using it as your own.
So in the fully white labeled High Level
version, it doesn’t say
High Level anywhere.
Your clients don’t know it’s
High Level and it’s awesome.
Okay, so when you first log in, you’re
going to pretty much have a blank screen.
But it’s okay because I’m going
to show you what to do now.
So you’re going to want to go into your
settings and make sure
that the information in here is how
High Level can contact you with two factor
authentication or in CNAME,
you forget your password.
Okay, so those are super important first
steps to make sure of okay,
so now what you’re going to want to do
first is set up your integrations.
So we are going to go ahead and click
on Twilio and you can either use Twilio or
you can use the lead connector ISV
version, which means that High Level is
going to manage your Twilio for you,
which is what I am using.
So if you want to use Twilio.
You can go ahead and sign up using
the link in the description
and it’s going to give you an Sid.
And also it’s going
to give you an off token.
So you’re going to grab those out of your
Twilio settings and you’re basically going
to go in, you’re going to log in,
you want to add your credit
card information in here.
I have another video on how to do this.
Payment methods Update your payment
method and then go into the account
and then click on API keys and tokens.
And they’re actually going to give you
an API key and an Auth token that you can
put inside of High Level to set that up.
Then for Mailgun, same thing,
you’re going to sign up for Mailgun,
go into Settings,
click on API keys and grab your private
API key and put it into High level here.
The other cool thing about the Agency Pro
plan, which is the $497 plan,
is that you can actually resell
your email and your texts so you can
create bundles here where you can rebuild
up to ten times the cost of texting.
And you can also rebuild up
to ten times the cost of email.
So you can charge per email,
you can charge per text and you can create
packages based on what
you want to do here.
It’s really amazing.
You can also
create your own SaaS plans on autopilot
so you can have three different plans.
You can drag and drop features that you
want to include in your staff.
You can give your users
You can automatically load a snapshot
when this account is created.
Have a free trial and more
on the Agency Pro plan.
Again, there’s a 30 day free trial
link in the description below
and I also want to encourage you guys
to go into affiliate,
grab your affiliate link and share it
with your friends or other people who you
think might benefit from using High Level.
Okay, so now we’re going
to add our first account.
So we’re going to click on Accounts
and click on Add account.
Now, this is relatively new,
but you can choose from SAS
account or regular account.
I’m just going to do a regular account
and then you can choose
a snapshot here if you want.
Again, you’re going to get a snapshot
when you sign up with the link below.
Okay, so we’re just going to go ahead and
we’ll just do a coaching snapshot
here and then look for your
business here with this search.
I’m just going to go ahead and if you
don’t find it, you’re
going to add it manually.
So go ahead and put in your email
and your name, your business name.
And then you’re going to put in your
street address, your city, your country.
Go ahead and put your address in here,
then your state,
Go ahead and get all that done.
And then click on Save and we’ll
create our very first account.
So to find your account now,
we’re going to go ahead and click
here and click on our account name.
And it’s going to go ahead
and go to the launchpad for us.
So I’m going to ignore that.
I don’t have a Twilio number because
I obviously haven’t set that up yet.
So it’s going to give you all this stuff.
Don’t get distracted because I’m going to
show you how to do all that in a minute.
So this is the dashboard.
This is where you’re going to see
everything in your pipeline.
If you want to set that up,
you’re going to see your conversion rate,
your wins and losses,
how much value is in your pipeline.
You can even see positive
and negative reviews.
You can see all of your tasks that are
assigned to you and other cool stuff.
And then here you can see all
the conversations that happen.
We’re not going to have any conversations
here, but you can see all the two way
conversations that are going to happen.
What we’re going to do right now is go
ahead and set up our phone number
so we can get that rolling.
So I just clicked on Settings, and now
I’m going to click on phone numbers.
And after you insert your Twilio Sid,
you’re going to be able
to choose a new number.
So click on Add number and type in an area
code, hit search, and it’s going to give
you a list of phone
numbers to choose from.
Go ahead and choose one and click on Save.
Now this phone number is going
to automatically get included in all
the call tracking, the call recording.
And if you use it for Google My Business,
it’s also going to track Attribution,
which is pretty cool.
Then you can do other cool stuff like add
a number pull, so you can track visitor
activity from paid ads and so forth.
So we’ve done that.
Now we’re going to go ahead and click
on SMTP and Mailgun, and we are going
to also add in our default provider here.
You should have this already if you did it
in the agency settings,
but go into Settings and then Mailgun.
And then you’re going to want to add your
API key from Mailgun in here after you
set up for an account with Mailgun.
Which you’re going to get
in Settings and API keys.
So your API key is going to be in here.
Then when you go back into your account,
you’re going to be able to choose your
default email provider for that account.
So I check the radio button
and I’m good to go there.
Then I can choose a forwarding address.
So if I want to forward emails to someone
else, for example, your client,
and then BCC emails are literally going
to copy you on every single
email that high level sends out.
So not recommended to use this.
Unless you’re a glutton for punishment.
All right, then you can do
your integrations next.
So you can integrate with Google
so that you can sync your calendars.
You can sync your G suite.
You can use your G suite to email
your clients if you want.
I don’t recommend doing cold email through
High Level because you’re going to get
your email burned, but definitely you can
do that to communicate with your clients.
Then you’re also going to want
to connect your Facebook account.
So it’s going to go through this whole
thing on how to connect
your Facebook account.
Then you can click on Edit Settings.
Just check all the boxes,
connect to all the accounts,
and then it’ll be connected here.
Then if you connect your Instagram account
to your Facebook page and it’s a business
you’ll start getting your DM inside
High Level and your team
can reply to them as well.
You can connect QuickBooks and do cool
stuff like when an invoice
is sent, request a review.
You can connect to Clio.
You can now connect to Shopify,
which I have another video.
I have several videos on how to do that.
And then also your Stripe.
Okay, so if you want to do SAS mode or you
want to sell digital products through
High Level, make sure to connect Stripe.
So I’m going to show you
how to connect Stripe now.
So we’re going to click on the top,
and we’re going to click on Switch
to Agency View again,
go back into Settings,
and then we’re going to click on Stripe.
You’re going to click on Connect Stripe
and connect to the Stripe
account you want to use.
And now it’s actually going to show you
how much you’re waiting for on a payout
and on the dashboard, on the Agency level,
it shows you how much
you made from Stripe.
How much you made from Stripe and on what
and how many customers that you
have inside of Stripe.
Now, if you use other platforms like I do,
it’s not going to show you
It doesn’t show, like,
affiliate commissions in here either,
but you’re definitely going to get a good
bird’s eye view on what’s
coming in through Stripe.
All right, so we’ve done integrations,
so we should be good to go.
What we’re going to do is go back
into the account, click on Conversations,
and then we’re going
to compose a new message.
So send a message to yourself,
see what happens.
Make sure that the test goes through,
and then it doesn’t say anything
about being unsuccessful.
So I’ll show you what
that looks like here.
you can see unsuccessful.
There’s a little red thing.
It’s going to tell you exactly what
went wrong here and how to fix it.
Then you can see here.
Now it’s working.
So make sure that you’re not getting these
little red exclamations when
you’re setting everything up.
so we’ve got communications working
which is pretty much the most important
part and now what we’re going to do
is go through the calendar set up.
So if you integrated Google you’re going
to be able to see all
your appointments here.
You can also add appointments
just by clicking or dragging.
So if your calendar is set up,
you can add appointments like this.
Now something that’s really important
next is setting up your pipeline.
I get a lot of questions about how do I
set it up or I don’t know how to use it or
I’ve never used it even for people
who are doing seven figures a year.
Okay, so the pipeline is actually going
to show you where everything is and
where everyone is in the process
Okay? Now this is.
An example of a customer pipeline.
You can have different pipelines, and I
have a different one for each product.
And you can do a different pipeline line
for leads, a different
pipeline for clients.
But this is pretty much the pipe drive
functionality that I was
talking about earlier.
So I have another video on how to set up
your pipeline correctly
as far as categories go.
But I’m just going to show you
how to do it in here real quick.
You’re going to want to go into settings,
and then you’re going
to click on pipelines.
And here you can create a new
pipeline, give it a name,
start creating stages, and you’re going
to want to do this in the buy order.
do whatever you need to do here.
So you can do awareness,
or, for example, lead.
You could do hot lead,
which means they like reply positively.
You can do demo, booked,
and then you can do one like that.
Super easy, simple
Now when we go back over
into opportunities, we can click on this
new pipeline and you can see it here.
So that’s how you set up your pipeline.
And then you can set up all kinds of cool
automations based on each pipeline
category, which is awesome.
Next, I’m going to show you how to create
opportunity cards so
you can do this automatically
through automations as well.
But I’m just going to kind
of show you how it works.
So I clicked on new going to go like this.
Testy, test, test.
We’re going to put them
into the lead pipeline like this.
And now you can see how it looks.
So it gives you a little card,
an opportunity card.
And if you want, you can move it around.
And if you want to set up
the automations on this, you can.
So let’s say if I want to set up
an automation, that when I move them into
one, it marks them as one automatically.
So I can see my conversion
and it sends them a contract.
I can do that.
I have other videos on how to do that.
But for just initial setup purposes,
this is how you navigate
the Opportunities page.
You can Mark them lost, abandoned,
or one if you want to do that.
Also, you can just click on it and you
can sign it to one lost or abandoned.
I get a little nervous doing this when
the entire screen is full of cards, so
just be careful with that.
Now, high level is actually
getting rid of campaigns and triggers.
So you may be asking, well, Christine,
how do I set up my communication
with these leads?
You told me I could
automatically nurture my leads.
Now, how do I set that up?
Well, here’s what you’re going to do.
You’re going to go in to automation
and you’re going to create a workflow.
And a workflow is a recipe that you’re
going to use to do whatever you want.
So there’s a lot of cool stuff in here
that you can choose from or
you can just do a new one.
So let’s say that you’ve
got a lead that comes in.
Let’s see a lead that comes in and you
want to automatically reply to them.
Oh, gosh, there’s so many to choose from.
I’m just going to do one from scratch,
show you kind of how to do that.
So first of all, you’re going
to want to create a trigger.
You have to have this set up if you want
this stuff to fire unless you add them
to the workflow directly or from Zap.
Okay, so here, let’s say I have a Facebook
lead and a client or a lead
submits a lead form on Facebook.
Okay, so I’ve showed you how
to integrate Facebook already.
Now, if you have different Facebook forms,
you can actually choose them here.
And then you can have a different workflow
for each one if you want to do,
like, different follow up.
But the possibilities
are literally endless.
And this is where the magic happens
because you can email them, text them,
call them, send them a voicemail drop,
send them a Facebook message,
send them an Instagram DM, put them into
a call campaign, send them a GMB message.
Then you can do all the cool
stuff I talked about before.
So add update opportunity, card, add Tags,
assign to a sales person or anyone
that you want, add to another workflow.
I’m going to show you
how to do a simple one.
So let’s say that a lead
opts in to Facebook.
I’m going to be like, hey,
I’m going to send them a text and I’m
going to be like, hey, first name.
So this is where you have all of the
custom fields, and these
are tied to the contacts.
So if they submit their information,
John Doe, it’s going to say, hey, John.
And then you want to put your name.
So I’m just going to put this
in from ABC Carpet Cleaning.
I saw you submitted your info to get
an estimate on cleaning your carpet.
And then let’s say
what is a good time for you?
Or would you like
to set up
or Tuesday better for you?
So you’re just testing things out.
This is where you’re going to put
them into this automated nurture,
and then you can also send them an email.
So I put them into like a five day soap
opera email sequence, which is
basically just going to be like,
why you should clean your carpet, right?
Be creative with it.
I’m sure that you probably have something
already that you’re emailing people.
Maybe you don’t, but you don’t have
to make this fancy in the beginning.
This is something that you
can build on over time.
You can also give them like, oh,
limited time offer
And then you’re going to go ahead
and type your email in here.
again, first name.
Thanks for submitting
to get your carpet clean.
You can book an appointment here.
And if you’ve integrated
your Google calendar,
then you can actually
do either a trigger link or just put
your calendar booking link in here.
So I haven’t showed you how to do
the calendars yet inside of High Level.
But I’m just going to go ahead
and do a sample email here.
Then you can do another cool thing like
let’s say you want to do a voicemail drop.
So you’re going to record I have
another video on how to do this.
But you record your voice, be like,
hey, this is ABC Carpet Cleaning.
I saw you submitted your information
to get a free estimate on carpet cleaning
and give us a call back at this number and
let us know when a good time for you is.
You didn’t have to say their name.
It doesn’t convert better.
So then once you’re done
with building this, click on save.
I have a ton of more videos
on how to set up workflows.
So click publish, click save again.
And you’re probably going to want to name
it like Facebook Lead form submitted.
And then for which form,
whatever you’re selling, click Save again.
So make sure that the save is
grayed out and publishes on.
Then you’re going to test your workflow.
So you can go ahead and put your
contact in here and click run test.
It’s going to go through everything
and make sure everything’s working.
Now, something you might want to do also
in Settings is go ahead and put a sender
email from name and from email in here.
So I use my support.
And then also decide if you want to allow
them to be in this multiple times.
If you want to stop on response,
because you can do that as well,
you can stop on response.
So you can do that.
And then here you can see history
and status on how many
times this thing has run.
So we have our Facebook set up,
we have our flow set up and our
autoresponders set up and we’ve tested it,
which means that we should have working
communication back and forth
inside of High Level.
Now that’s just Facebook Lead
form follow ups.
You can do calendar reminder follow ups.
You can do like when someone
books an appointment.
You can do webinar stuff.
You can do digital product
And then you can look
at these recipes, too.
There’s not very many, but you can just
get some more ideas of other things.
You can also check out my other videos
on this, but basically the possibilities
are endless here as far as your
follow up that you can do.
Now if you want to set up your calendar
I have tons of videos on that as well.
But if you go to Settings,
click on Calendars
and you’re actually going to be
presented with this here unassigned.
Basically what that means is that you
haven’t set up any teams yet.
So in order to set up the calendar
functionality and make it look
cool and everything like that.
So let’s say you want to look like this.
You have to actually set up your
team’s first inside of high level.
So you’re going to go to my staff
and create all of your user accounts.
Then click on Teams and create a team.
So let’s say that this is our onboarding
team and I have two people and then
this is my onboarding team again.
Now when I go into my calendars, I have
another column called Onboarding Team.
This is where I’m going
to add my calendars.
So you can do cool stuff in here,
like optimize for availability
or equal distribution.
If you have a salesperson who is better
than the others,
they have a higher close rate.
You’re going to click on high priority.
I don’t know why it’s doing that.
Here we go.
And then you can connect Zoom, Google,
Meet, Custom Meeting Location.
Put your Zoom link in here,
whatever you want to do.
You’re going to name it,
give it a description,
and then here, make sure you say and your
this is just going to be their name
and that’s not going to convert well,
okay, then you’ve got your appointments.
So like how long it is?
How far between appointments are you want
to give your people a buffer or not?
How many appointments per slot?
So if you do group stuff,
you can make this higher.
How many appointments per day?
Then you also
have a minimum scheduling notice.
So I like to set this 6 hours so I
don’t get any surprise appointments.
Date range, five days.
And then your hours are here.
Click Save and Continue.
And then you can also do
qualification forms in your calendar.
I’ve got all kinds of videos on how to do
this, but I usually just keep
this and then I click this on,
put your Facebook Pixel in there,
send them to a custom URL or
custom think you made page.
Okay, so that’s how you do the calendar.
Now, let’s say you have
your calendar set up.
And you have this link.
You can also put it in a funnel.
So I’m going to copy this
link to my clipboard.
Then what I’m going to do is I want to
know whenever someone clicks that link.
Okay, so I talked about this a little bit
but you’re going to click on email
marketing and click on trigger links
and add a link.
Now this is my calendarbooking.
I’m going to paste that in there
Now I can go back into my workflow, guys,
that looks like a different Facebook lead
form submitted that I did
can go back into my nurture
and then I can say you can also
trigger link my calendar
booking and that is going
to track when they click the link and then
you can do another workflow
with another trigger on.
Well, let’s say that they
click the trigger link.
Oh, okay, they click this trigger link,
then I want to give them a totally
different nurture sequence so
you can do a separate workflow.
Not the same one.
Okay, don’t do the same one.
I’m just showing you what you could do
separate workflow on that.
Okay, so it’s pretty freaking cool.
Guys, I’m running out of breath here.
Okay, you can also doemails.
It has an email builder.
Okay, I’ve got videos and all this stuff.
I don’t want this to be too long.
It’s pretty long already.
Okay, so you can do the email builder.
You can do email templates.
You can do funnel websites,
memberships forms, surveys.
A chat widget video is
on how to do all this stuff.
Possibilities are really endless.
But I just showed you how to set up high
level two way communication test it,
make sure it’s working.
Set up the Facebook lead forms.
Okay, I have other videos on how to make
sure to test that and make
sure that that’s working.
But guys, you can use the links in the
description to get your free trial.
14 days for the first two plans or 30 days
for the 497 plan and then you get
my course, my snapshot
and how to set everything up.
There’s so much more to this.
Okay, I’ll go into depth on everything
else that I didn’t get to cover today.
High level is pretty complex and then I’m
going to send you a snapshot as well.
Okay, so if you guys haven’t
signed up, go do that.
You guys can work your way through this
video, pause it when you
need to and then start over.
I also have a course on how to automate
your agency using high level for more
advanced people that you can get using
the description below as well and that’s
available for purchase so don’t forget
to like and subscribe so don’t
miss any future videos from me.
Check out all my other videos on how to do
the rest and I’ll see you guys soon.
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0:31 The difference between the plans
01:42 All the tools it replaces
03:07 Agency Starter
03:24 Agency Freelancer
03:53 Agency Pro
04:40 Affiliate bonuses
05:05 Sign in
06:09 Twilio Integration
07:17 MailGun Integration
07:34 Re-Bill E-Mail and texting
08:11 SaaS plan configurator
08:44 Affiliate link
08:59 Add your first Account
11:26 Phone number
12:25 SMTP Provider
13:33 Google and GMb Integrations
13:58 Facebook and Instagram Integration
14:29 Other Integrations
14:53 Connect Stripe
17:03 Pipeline Set Up
19:08 Opportunity Cards
28:14 Team and calendar Set Up
31:26 Trigger Links
33:02 Other things you can do
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