High level is so confusing.
If that’s you right now, don’t worry,
because I put together this quick start
guide for high level that’s going to get
you up and running in 20 minutes or less.
So let’s get started.
I brought so much energy that I woke up
my cat and she actually came
over to say, Hey to everybody.
Okay, so what you’re going to see here is
the main homepage of high level where you
can get a 14 or 30 day trial
depending on the link you use.
I can hook you up with a 30 day
trial using the link below.
And there’s different plans you can sign
up for just to talk about
them really quickly.
You’ve got three different plans.
Okay, the first one is Starter.
It’s 97 bucks a month.
It’s one location only,
but still unlimited users.
And you’re going to get
most of the features here.
So if you just want to try it out,
see how it works,
host your own website,
do two way text and email,
all those things, you can get
started with the starter account.
The second account is Freelancer.
It’s $297 a month and it has unlimited
users, unlimited sub accounts, and you
can get everything in the Starter plan.
Plus you can white label it,
call it your own, get basic API access,
membership areas, phone support.
You can see it on the screen
here and so much more.
And then if you want to take it a step
further, the agency pro plan is $497
and you can actually white label this SaaS
solution as your own right out of the box
and automatically create all your sub
accounts and everything,
tie it to Stripe, and it’s magic.
It just works behind the scenes for you.
That one’s $497 a month again.
Those are the plans.
You can get a free trial plus some
of my bonuses using the link below.
Step two, after you sign up for a free
trial using my link below so you can get
all of your bonuses,
You’re going to get an email from high
level with your link to log in.
So the email that you used in the first
step is going to have an email from high
level, and it’s going to look like this.
And it’s going to say,
Welcome to high level.
You can now complete your
set up by clicking here.
Go ahead and click that link.
And you haven’t set your password yet,
so don’t freak out if you don’t
remember doing that, okay?
Then what you’re going to do, step three,
is you’re going to go through this
tutorial, and I’m just going
to do a quick run through.
So here I’m just going to say agency,
and then it says,
how many customers do you have?
And I’m just going to leave that there.
Do you have a website?
Yes or no?
I’m just going to say no.
And then here you’re going to put in your
business address and you don’t have to.
But it’s obviously going to make your set
up easier because what it’s probably going
to do is go ahead and set up your
first profile with this information.
So go ahead and put your business address
and then it says, do you intend
on reselling high level?
If you want to start your own SaaS
company, this is a great option.
However, for brevity,
in this video, I’m just going to say no,
but I do have lots of other videos on
SaaS mode, agency pro, and how awesome
it is for starting a SaaS company.
So don’t forget to check those out.
After you put in your address,
then you’re going to click a link
that says, Awesome, let’s get started.
And it wants to know what business
tools that you’re currently using.
So I’m just going to say that I’m using
ClickFunnels and WordPress and Kajabi.
So I’ve got a funnel builder, a website
host, and a course host here in JotF orm.
By the way, high level
replaces all these tools.
Okay, so it just says high
level has a lot of features.
Just say got it.
And then here is where you’re
going to set up your password.
So make sure that you don’t forget
your password on this step.
Make sure it meets all the requirements
here and click on set up my account.
All right, the verification process
here is going to email you a code.
So I’m going to go ahead and get
that code and put it in here.
Okay, I got the code, I put it in
and it wants a different phone number.
I don’t think you can use
a Google voice number for this.
So I’m just going to put in my phone
number and now it’s
going to text me a code.
So go ahead and put that in there.
Now this is where your account
set up is going to happen.
So step four.
It wants you to put in the information
because it wants to set up your
own account or your first client.
I highly recommend
setting up your own account first.
That way you can get acquainted
and familiar with high level,
and you can start using it for your leads
to get clients for your
business or your agency.
So that’s the business name.
This is going to be your business phone
number and then your business website.
And then you can also say I’ll do this
later, but it’s way easier
to do it right now.
So go ahead and do it right now.
And there you have it.
Your account is set up now.
I’m going to show you how to start sending
two way text and two way emails,
but this is your sub account.
So this is where your leads and your
conversations and your counter
appointments and your
contacts will reside here.
You’ve got pipeline management here,
but this is where everything
is going to happen.
And this is the launchpad.
So the launchpad is going
to give you things to do.
However, I don’t see
setting up your phone or your email
on here, so we’re going to go
ahead and do that first.
Okay, so step five, what you want to do is
go ahead and set up
your phone number and your email.
So we’re going to click here and we’re
going to click switch to agency view.
And then we’re going to go to settings
on the bottom left hand corner.
And then we’re going to click on Phone
System Twilio on the left hand side here.
Okay, now you have two options when it
comes to two way text and phone calls.
You can either use Twilio or you can use a
onboard lead connector telephone system.
I highly recommend lead connector because
they actually have
preventative measures in place to keep you
from getting hacked,
to keep your account from getting stolen,
to keep your numbers from getting stolen,
and it’s a one click quick start.
So I’m going to click on switch
to Lead Connector phone systems.
And also we’re going to have to connect
our stripe account because it’s
actually going to go through stripe.
So I’m going to click on lead connector.
And since we’re just starting and brand
new to everything, we don’t actually need
to confirm that we want
to switch from Twilio.
However, if you do already have Twilio,
I have a separate video on how
to switch to Lead Connector.
So I’m going to click on Confirm.
Okay, so it says success.
It’s going to be migrated in the next 48
hours, but we don’t have anything to
migrate at the moment.
So we’re going to click
on Connect Stripe Account.
It says, Once connected, the Stripe
account cannot be changed later.
It’s recommended to use a new Stripe
account dedicated to high level earnings.
So keep that in mind.
I’m going to go ahead and show you what
the Stripe connection process looks like.
And if you already have a Stripe account,
you can go ahead and log in with that.
Make sure you choose the right account.
And this is the sub account in Stripe
that you want to choose to connect.
And then the last thing that we need to do
in the agency settings is click on email
services and make sure
that it says lead connector here.
Now, you can use other providers
like Mailgun or Sendinblue, but again,
for brevity and ease of use,
I highly recommend trying this out first.
And you can actually
even set up a dedicated domain
that they warm up for you if you want.
But I’m just going to go ahead and make
sure that this is selected
as the default provider.
Okay, if you don’t have a dedicated
sending domain, FYI, it is going to send
through the high level sending domain.
So that could be good or bad.
You might have deliverability issues here.
If you want to go ahead and set up
a dedicated domain,
click on dedicated domain,
and you can choose
this here because it’s going to, again,
approve the likelihood
of landing in the inbox.
So if you want to go ahead
and do this later, you can.
I have this set up for all of my high
level accounts, and you’re just
going to choose a subdomain.
So you can see here it says mg.mydomain.
and then you can click on add and Verify,
and it’s actually going
to give you domain records.
So I’m going to use one of my old domains.
Click on Add and Verify.
Now, it’s going to give you a bunch
of records that you actually need to add
inside of your domain host in order to be
able to send with a dedicated domain.
You’re going to want to log in to Go Daddy
or wherever you’re hosting your
domain and add these records.
I have another video on how
to do that if you’re confused.
We’re good to go on the agency settings
now, so I’m going to go ahead
and switch back to my main account.
I’m back in my sub account and we
have one more item to take care of.
This error at the top that says update
the billing address in your
agency billing page.
So you want to make sure
that your card and your agency billing
account are set up appropriately so
that you don’t have any
interruptions in your service.
But this is a free trial,
so keep that in mind.
But just make sure in here that your card
and your billing address are correct.
Okay, back to the sub account.
I’m just going to click on ignore now.
Okay, there’s so many things
that you can do now in high level.
It’s an all in one, right?
So you can download the app on your
phone to communicate with your leads.
You can connect to Google My Business.
You can connect to Facebook and
automatically reply to your leads there.
You can set up Yext
and you can resell Yext.
You can resell WordPress hosting or
just host your own WordPress account.
You can add your team members.
So there’s a lot to do here.
However, since we just set up the phone
system, I’m going to click on Settings
in the bottom left hand corner
and then click on Phone numbers.
And this is where it gets really cool.
You’re going to have settings
like call forwarding.
So you can set up a call forwarding to go
to your cell phone in case no one answers.
You can set up whisper messages with
the variables in here that’s
going to tell you who’s calling.
You can turn on call recording,
and you can do all this stuff.
So I like to turn on the whisper message
that’s just for me, that tells me who is
calling and where they’re calling from.
And then also I like to turn
on the call recording.
We also need to go ahead and
go to our integrations and set those up.
So this is where you’re going to connect
with your Google account to get your
calendars and set up appointments.
This is where you connect your Facebook
account to automatically start pulling
in leads from Facebook
and responding to them.
You can connect to QuickBooks.
You can connect to Stripe.
We already did that.
Shopify, TikTok, and Clio.
And then once you’ve done that, you can,
again, set up appointments,
look at your calendars inside the app.
You don’t even need
to leave the app anymore.
There’s a social media scheduler.
So we’ve got our integration.
So if you need to go ahead and pause,
just go ahead and connect
all of your accounts.
Okay, now my favorite tab is sites because
you can actually very easily and quickly
spin up your own website
or funnel in seconds.
So if you click on sites,
you’ll see funnels, websites, blog,
WordPress, membership sites,
all this stuff.
Click on websites
and click on New website.
Check this out.
Look at all these templates.
So you’ve got all these
categories here on the left.
You can click on anything you want.
So they’ve got all these
Oh, and look, they have
marketing agency templates.
So if you need a website,
this is perfect because you can just spin
it up and be done with it very quickly.
Okay, so I’m just going to pick this one
and show you how easy it is to start
setting up your website.
So click Continue,
then you agree,
it’s going to start importing the website
into your high level account.
Also, while it’s doing that,
they have funnel templates too.
So if you click on funnels and you go
and look at the funnels,
look at all these funnels.
If you decide you don’t want a whole full
blown agency website
or a small business website,
you can just start a funnel this easily.
So I’m going to go ahead and select this
one and agree and say get this template.
Now my website is done.
So I’m going to show you how easy it was
to start my own website.
Look at this.
These are all my pages.
I have six pages,
home, about, services, contact us,
industry news, and something random.
Click on home, edit,
and then you can go ahead and edit
and make any changes that you want here.
So you can just click here
and start typing.
Look how easy this is.
Then if you don’t like that picture,
no problem, click on it.
Click the little icon here
and you can upload your own.
Or you can pick one
that’s already in there.
Then you click on Save.
You can put in your SEO metadata here
and go ahead and update it.
Click on Save and we’re good to go.
We can preview it, show you exactly
what it’s going to look like.
Look at this.
The buttons even move around and stuff.
And the funnel is a very similar template.
Look, I even have mobile view here.
Again, they have tons of different niches
that you can choose from on the
website and Funnel Builder.
And then you can hook it up to your domain
very easily, again, and go down
here wherever your host is.
There’s one record that you
have to set up in your domain.
Okay, so we’ve talked about how to set
everything up on the back end
and how to create your website.
Now, we want to talk a little bit about
testing because my main thing is
you always want to test, test, test.
I come from an IT background and if you
don’t test, you’re
literally throwing money down the drain
and it’s super quick
and easy to start testing.
So what you’re going to do to test
is go ahead and go into conversations
and it’ll say no unread conversations.
Okay, that’s fine.
Go to contacts and then add a contact.
So we’re going to go ahead and add
ourselves because this is what
we’re testing and click on save.
So make sure you put your real phone
number and your real email in there.
Now it’s going to add you as a contact.
So you can contact yourself
a couple of different ways.
You can click on SMS and email.
So I want to email
and I’m just going to say test and then
test and then click on send now.
Now I did not set up my mail gun records
and that’s why it says unsuccessful here.
So it’s not going to work.
So if I go over to my main high level
account, okay, I’m going to my own contact
here and I’m just going to say test SMS.
And then I’m going to check my phone
and make sure it went through.
And then also email.
And I’m not going to get
any error messages.
So you can verify it two ways.
One, you should not get
any error messages.
And two, go ahead and actually check your
phone and make sure that you
get that text message.
And I do have a text message in here.
That’s the rundown.
That’s the quick start.
There’s a ton of other
stuff to do in here.
There’s reputation management,
pipeline set up and provisioning,
workflow automations, calendar
appointments, a booking system.
You don’t need Calendly,
you don’t need JotF orm anymore.
You don’t need Call Rail
and ClickS end anymore.
You don’t need ClickFunnels anymore.
You don’t need WordPress hosting anymore.
You can do all that inside of high level.
So make sure that you sign up for a free
trial using my link below so you can get
all my bonuses, including a course and a
snapshot and support from my community.
And then make sure to check out my other
videos on how to set all
this other stuff up.
I wanted this video to be quick and easy,
so I didn’t want to get too
far into the weeds here.
Make sure to like and subscribe so you
don’t miss any of my future
videos and I’ll see you soon.
If you love my videos but you find
that you still need help with your
automation systems or high level
in general, I have great news for you.
Nerd level academy is your one stop shop
for all of your training needs on high
level, whether it’s learning high level,
setting up automations,
automating your agency and your client
onboarding, or even an SOP library.
So go check it out at the link below and
I’ll see you on the inside.
✅ Here’s how to get your FREE GOHIGHLEVEL BONUS STACK (Courses, Templates, Snapshots, & MORE)!!
1️⃣ Get a free One Click Agency Template + Free Course and 30 Day FREE Trial by signing up with my link! ($497 VALUE) 👉👉👉
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Replace the 100’s of tools you use with ONE software. This #Gohighlevel tutorial will show you how!
👉Get a 14-day free trial and a free One Click Agency Template + Free Course by using my link below! ($497 VALUE)
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Want an easy, proven way to start a digital marketing agency and create customer campaigns in one click in 5 minutes or less?
Most experts will tell you that you need Clicksend, Callrail, Clickfunnels, ActiveCampaign, Acuity, and MORE just to start your digital marketing agency.
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If you already have a GHL account, you can still get the course and template here! https://nerdlevel.io
0:42 Step 1: Sign Up and Choose Your Plan
02:00 Step 2: Welcome Email
02:33 Step 3: Go Through the Tutorial
04:53 Step 4: Set Up Your First Account
06:10 Step 5: Phone and Email Set Up
10:18 Step 6: Billing Account Set Up
11:27 Step 7: Phone Settings
12:14 Step 8: Integrations
13:06 Step 9: Sites
16:34 Step 10: Test, Test, Test!
19:34 Nerd Level Academy
**This description contains affiliate links, for which I will be compensated**
**I am an independent HighLevel Affiliate, not an employee. I receive referral payments from HighLevel. The opinions expressed here are my own and are not official statements of HighLevel LLC.**