Have you heard of the all-in-one marketing and sales platform, HighLevel (GHL)?
If so, you’re likely curious and want to know if it’s right for you. Well, let us start out by saying we’re BIG fans of High Level! We have helped several small businesses migrate their marketing and sales operations already this year, savings hundreds (even thousands – NO JOKE!), while also improving automation capacity and streamlining operations.
Now, let’s get into what you’ll learn today:
- What is GoHighLevel?
- Onboarding & setup
- Marketing & automation strategy
- Funnel & website development
- Get data-driven insights
- Top GHL features
- Ready to GoHighLevel?
We all know that AI and automation tools are revolutionizing how businesses can manage client relationships, streamline operations, and drive sales.
Tools such as HighLevel are making it possible for even the smallest business to take advantage of this technology at affordable prices.
However, it’s not always easy… in reality, effectively using such a powerful, all-encompassing platform should be implemented with expertise and strategic foresight.
That’s where Marketecs steps in. As a digital marketing and operations company specializing in automation and execution, we help our clients harness the full potential of HighLevel to optimize their processes, elevate marketing strategies, and grow their businesses.
What is GoHighLevel?
Founded in 2018, HighLevel is a robust, all-in-one platform that has rapidly taken the business world by storm. Architected with a vision for a marketing solution that could streamline processes and boost client outcomes, it combines several essential marketing tools under one roof:
- Customer Relationship Management (CRM)
- Marketing automation
- Website and funnel building
- Appointment scheduling
- Sales processing
- Affiliate management
- Online learning management
- and so much more! (see the comprehensive list below)
Its versatility and affordability have made it a quick favorite among small to medium businesses, professional service providers, consultants, and digital marketers.
So, what’s not to love about it?
Well, its expansive feature set can be overwhelming for those unfamiliar with its capabilities. Marketecs can bridge this gap, ensuring our clients maximize the platform’s value and tailor its tools to their unique business needs.
In fact, we even offer our own white-label version of GHL, Marketecs Engine, that will get you started on the right foot with our sample automation, forms, sales funnels, and onboarding guides.
Support for HighLevel Users
1. Onboarding and Setup
Getting started can be daunting, especially for businesses new to CRM or marketing automation platforms. We specialize in simplifying the onboarding process, guiding clients through account setup, system integration, and initial configurations. This helps ensure you can hit the ground running without delays or technical hiccups and cancel your other expensive programs faster…
Example: A consulting firm struggling to keep track of client interactions would benefit greatly from a well-integrated CRM. Envision integrating your CRM with tools like Calendly or Acuity and your email marketing platform, importing all historical data to get a fully functional system ready to manage leads all in one place!
Tip: Start with a clear understanding of your workflow(s). We recommend mapping out your sales and communication processes before configuring GoHighLevel to ensure nothing is overlooked during setup.
2. Marketing Automation Strategy
Marketing automation is one of GoHighLevel’s strongest features, but its impact depends on thoughtful implementation. We help our clients design and execute tailored automation workflows, including email campaigns, text messaging sequences, and follow-up systems. By automating repetitive tasks, businesses can focus on high-value activities that drive new growth.
Example: A business coach needs an automated follow-up system that nurtures new contacts and turns them into leads. How? By encouraging them to book a discovery or insight call. This may include personalized emails and SMS reminders, with integrated calendars, and automated workflows to segment contacts and customize messages based on their actions or inactions.
Tip: Always secure permission to market to contacts. Segment your contacts into groups based on behavior or preferences to maximize engagement.
3. Sales Funnel and Website Development
Creating effective sales funnels and SEO rich web pages is a critical aspect of any digital marketing strategy. We love GoHighLevel’s intuitive drag-and-drop builder to craft sales funnels and visually appealing websites that are integrated into workflows and automations. GHL’s sales funnel builder also allows for easy A/B page testing as part of the process.
Our support helps ensure every funnel stage is optimized and integrated for maximum results.
Example: A leadership consultant who wants to generate leads for a new online training program might benefit from implementing a sales funnel with an opt-in page for a free guide, plus a thank-you page with an upsell offer, and automated email nurturing with messaging tailored to actions.
Tip: Always include clear calls-to-action (CTAs) and ensure mobile responsiveness in your web design. Test each step of the sales funnel to eliminate friction points that might cause prospects to drop off or reduce conversions.
4. Data-Driven Insights
GoHighLevel’s analytics provide invaluable insights into campaign performance, customer engagement, and overall ROI. We help clients interpret these metrics, create reports, and identify areas for improvement. This data-driven approach empowers clients to make better informed decisions that align with their business goals.
Example: A marketing manager or business owner may want to use analytics to compare email open and click rates, as well as page and funnel engagement to determine campaign effectiveness and next steps or strategies. Or a sales manager may find pipeline data and lead scoring that can be compared with marketing data to be much more useful. Accurately identifying client needs, can result in stronger engagement and client retention.
Tip: Make it a habit to examine your campaign data because it can’t help you uncover trends and bottlenecks unless you spend the time reviewing it! We recommend setting specific goals (e.g., increase conversion rates by 10%) and tracking progress toward those goals.
5. Ongoing Support
Navigating a platform as dynamic as GoHighLevel requires continuous learning. That’s why we offer ongoing support, ensuring clients stay updated on new features, best practices, and emerging trends. From troubleshooting issues to exploring advanced capabilities, we’re a trusted partner in our clients’ success.
Example: Many small business owners miss strategic opportunities to automate and improve marketing and sales functions because they are simply unaware of the platform’s expansive set of features. We often find ways to improve segmentation, data collection, and customization efforts, without increasing effort
Let us become your virtual marketing department or work alongside your existing team as a trusted partner to help ensure the necessary level of expertise is always at hand.
Tip: Schedule regular team meetings to stay updated on new features. Consider assigning a team member as the “platform champion” who can act as the go-to expert within the organization.
Top HighLevel Features:
HighLevel’s expansive (and growing) list of features make it a versatile and powerful tool for businesses of all sizes, allowing them to centralize their operations, improve efficiency, and drive results.
Check out all these awesome features:
- Customer Relationship Management (CRM):
- Centralized contact management
- Lead tracking and segmentation
- Interaction history
- Tagging and custom fields for organizing contacts
- Marketing Automation:
- Automated email campaigns
- SMS and voice drop automation
- Drip sequences for lead nurturing
- Trigger-based workflows for specific actions
- Website and Funnel Builder:
- Drag-and-drop page builder
- Pre-designed templates for landing pages, websites, and sales funnels
- Customizable forms and surveys
- A/B testing for funnel optimization
- Appointment Scheduling:
- Calendar integrations (Google, Outlook)
- Automated booking and reminders
- Customizable availability settings
- Sync with CRM for streamlined scheduling
- Analytics and Reporting:
- Campaign performance metrics
- ROI tracking and attribution
- Lead source analysis
- Detailed insights into email and SMS engagement
- Membership and Course Creation:
- Membership site builder
- Drip content functionality for courses
- Payment integration for subscriptions and one-time fees
- Secure member login portals
- Reputation Management:
- Online review requests and tracking
- Automated follow-ups for review generation
- Monitoring and responding to reviews from multiple platforms
- Integrations and API:
- Integration with popular tools like Zapier, Stripe, and QuickBooks
- API access for custom integrations
- Seamless social media connectivity for campaign management
- Team Collaboration Tools:
- Multi-user accounts with role-based permissions
- Task assignments and tracking
- Internal messaging and notes
- White-Labeled Solutions (for agencies):
- Custom branding options for software
- Client-facing dashboards
- Scalable sub-account creation
- Mobile App:
- Full platform functionality on mobile devices
- Real-time notifications for leads and tasks
- Access to CRM and calendars on-the-go
- Pipeline Management:
- Visual sales pipeline tracking
- Deal stage management
- Automated deal movement based on triggers
- Chat and Messenger Integration:
- Live chat for websites
- Facebook Messenger and SMS integration
- Automated replies and follow-ups
- Payment Processing:
- Invoice creation and management
- Payment collection via Stripe integration
- Recurring billing support
- Affiliate Management:
- Built-in affiliate tracking
- Commission management and reporting
- Customizable affiliate links
Ready to GoHighLevel or Drive Results with Marketecs Engine?
As you can see, HighLevel is a transformative tool to be sure… but unlocking its full potential may require some expert guidance.
You might ask: why choose Marketecs?
It’s simple: We blend our technical expertise with a deep understanding of client needs to help you succeed. Marketecs empowers you with the knowledge, skills, and strategies needed to leverage this amazing platform effectively.
We have long been recognized for our deep understanding of marketing automation tools – and for our dedication to supporting our clients. With a focus on established business consultants and coaching professionals, we make sure you’re maximizing the value of this all-in-one platform, from onboarding to ongoing support (and everything in between!).
We are here to help whether you choose to subscribe through HighLevel directly or decide to go with a white-label option, such as our Marketecs Engine!
If you’re ready to take your marketing efforts to new heights and achieve your goals, let’s talk about a partnership! Schedule a time to chat with us.
