04/12/24 – Revamping the Template Search: HighLevel’s New Favourite Feature for Enhanced User Convenience

HighLevel’s New Feature: Favorite Templates

Problem Statement: Noticing difficulty in locating favorite templates, HighLevel identified that clients had to resort to remembering or intensive browsing.

Taken Action:

Capability to mark templates as favorites has been integrated.

Option for clients to unmark favorites as required has been introduced.

Benefits that Clients Experience:

Time-Efficiency: Clients can instantly track down their go-to templates.

User Friendly Interface: Marking or unmarking the favorites is effortless.

Steps to Utilize the New Feature:

Select to create from the template library.

Hover over any template and click the star icon to mark it as a favorite.

This can also be accomplished from the preview screen.

To undo from favorites, simply click the star icon again.

Go-to favorites can now be accessed easily from the Favorites filter panel on the left.

Through these efforts, HighLevel continues to innovate with the primary aim of enhancing user experience and promoting efficiency. Delighted to bring this feature that allows favorite templates to be marked and unmarked swiftly, making template management much easier.

Click here for the full HighLevel update article

What to learn more or need help with HighLevel for your marketing? Book a Discovery Call with Julian.

Sarah Davison – Homeopath

Wow! He really knows what he's talking about…

I just came off a Discovery Call with Julian. Wow! He really knows what he's talking about when it comes to Keap/Infusionsoft and how it fits in the bigger picture of your marketing. The call was incredibly helpful and he provided immediate value by resolving a problem that Keap Help Chat had been unable to resolve! I am definitely going to work with him so I can up my marketing game and really get the most out of Keap as a marketing engine. He's also very friendly and a nice personality to work with.

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Sarah Davison - Thrive Homeopathy

John saves $900/mo by moving to HighLevel

John Mayfield explains how he came to move, with Julians’ help to HighLevel for his all in one CRM and marketing automation system. And in the process saved himself $900/month. Transcript Hi, I’m John Mayfield with Global Real Estate School, and I want to just say I appreciate Julian so much. He’s been a tremendous help for me. We’ve been friends now for a couple of years. And I remember listening to a Dan Kennedy audiobook about how good are you really taking care of your clients and your database, in other words, how often are you corresponding with them and staying in touch with them. And I remember my wife was with me in the car and she said, are we doing that? And I said, I need to do a better job. And she said, gosh, we really need to get our database up to date and stay in touch with those people. And that’s when I found Julian. I did some research. He had some great reviews, set up a call with him, which by the way, he visited with me for like 30 minutes and didn’t even charge me anything. But I hired Julian then. He has been such a tremendous help and was up and rolling with all of my different bootstrapped programs that I used. And it was last year that Julian said, you really need to take a look at this new program I’m using. And I said, Julian, I just don’t have time to update my database and go through all of that. And about August, I decided, OK, it’s time to make the switch. And I began full time with GoHighLevel. And a couple of things that I want you to know, number one, it probably saved close to 900 US dollars a month. I was paying for my educational platform, Customer Hub. Great program, but it was 100 bucks a month. I was paying for Leadpages. Great program, loved it, but it was over $100 a month. Calendly, I was paying for, again, a great program. But I had all of these tools and things that were in different locations and they all added up to a fee. And then my CRM I was using kept raising my fee because of the number of clients I had. And so, lo and behold, I literally saved $900 a month by switching to GoHighLevel. But here’s the really great part of all of this. I didn’t want to do it because I knew it would be a lot of work, but the process of me updating my emails, really going through my database was so crucial and so helpful for me. So I just have to say, thank you, Julian. This is a great program. He’s a great support person and a great person to lead you in the right direction. And this has been one of the best decisions I’ve ever made. Plus, everything’s in one program. So I got rid of all my subscriptions. I log into GoHighLevel. I do all of my work there, not having to go out to five, six, seven, eight different websites to do little pieces of work, tie it all together. I am all in on GoHighLevel and Julian Mills. Sorry for the lengthy video, but there’s just so much story and other things I could tell you about Julian and GoHighLevel, but it’s a great program. It will save you money and it will save you time having everything right there.
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HighLevel AI Voice Agent: Revolutionise Customer Interactions

HighLevel’s AI Voice Agent is a game-changing solution designed to handle inbound calls, engage customers in natural, conversational dialogues, and perform tasks aligned with your specific business objectives. The Voice AI Agent will be your personal office employee, answering calls, fielding leads, and collecting customer information for further follow-up! Powered by advanced speech recognition and natural language processing, this innovative tool ensures your customers receive seamless, personalized service around the clock. Key Features of the AI Voice Agent Natural Conversations: The AI Voice Agent intuitively understands and responds to customer queries, creating a fluid, conversational experience. Advanced Speech Recognition: It transcribes and interprets spoken words with precision, ensuring clear communication. Seamless Integration: Easily connects to your CRM and other business tools to streamline operations. Customizable Responses: Tailor the AI agent’s tone and messaging to align with your brand identity. 24/7 Availability: Provides uninterrupted support, enhancing customer satisfaction and trust. How the AI Agent Handles Calls Inbound Calls: During business hours, calls to the designated number are automatically answered by the AI agent. After hours, calls follow your customized settings, such as redirecting to voicemail or forwarding to another number. Call Actions: Update Contact Records: Automatically saves collected details to customer profiles. Trigger Workflows: Activates predefined workflows to ensure efficient follow-up actions. End Calls Gracefully: Politely concludes calls when appropriate. Call Transfers: Transfers to a human agent when necessary for seamless customer service. Send SMS: Sends relevant follow-up messages or important information via text. Frequently Asked Questions 1. Can I use my existing HighLevel phone numbers with the AI Voice Agent? Yes, you can assign any available phone number in your account, provided it’s not already configured for specialized functions like IVR. 2. Can the AI Voice Agent collect customer information and create contact records? Absolutely. The agent can collect data such as name, email, and address, automatically updating or creating contact profiles. 3. Can the AI Voice Agent schedule appointments during calls? While the agent gathers information and triggers workflows, direct appointment scheduling requires integration with your calendar system through workflows. 4. Is it possible to have multiple AI Voice Agents and phone numbers? Yes! You can create multiple agents with unique configurations and phone numbers to support different departments or services. 5. How do I update the AI Voice Agent’s knowledge base? You can train the AI agent on new information by updating the “Agent Goals” section with revised prompts or business details. 6. Can the AI Voice Agent handle call routing and transfers? Yes, the agent can transfer calls to human agents based on specific conditions you configure. 7. Is re-billing available for agencies reselling the AI Voice Agent? Yes, re-billing options are available. Contact our support team for guidance on setting this up. 8. Does the AI Voice Agent work with my own Twilio account? Currently, the AI Voice Agent’s voice capabilities are exclusive to the LC Phone System and do not function with direct Twilio integrations. Unlock the Power of AI for Your Business By integrating HighLevel’s AI Voice Agent, you can revolutionize how your business interacts with customers—enhancing service quality, streamlining operations, and ensuring consistency in every interaction. 💡 Take the next step toward improving your customer experience! Book a discovery call with Julian today to see how this powerful tool can transform your business. Click here to schedule a Discovery Call.
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How to Use Custom Objects in HighLevel : Transforming CRM and Marketing Automation

HighLevel’s introduction of Custom Objects in Workflow Automation is a revolutionary leap forward for businesses seeking personalized, efficient, and scalable CRM and marketing solutions. This powerful feature opens up endless possibilities for tailoring customer interactions, automating repetitive tasks, and managing complex data structures—all while enhancing the overall client experience. What Are Custom Objects in HighLevel? Custom Objects allow businesses to create unique data records beyond the standard contact, company, or opportunity fields. These objects can represent anything—from pets at a veterinary practice to properties for a real estate agency. They are fully customizable and can be linked to existing contacts or other objects, forming a relational database within HighLevel. This flexibility means businesses can structure their data in a way that mirrors their specific needs, enabling more precise workflows and tailored communication. Why Custom Objects Are a Game-Changer Data Personalization Custom Objects enable you to track data unique to your business. Whether it’s tracking client vehicles in an automotive shop, student progress in an educational setting, or product warranties in retail, Custom Objects ensure that every detail is organized and accessible. Workflow Integration Custom Objects seamlessly integrate with HighLevel’s Workflow Builder, allowing you to automate processes tied to these records. Trigger actions, send messages, or update records automatically based on specific criteria. Enhanced Customer Experience By automating personalized communications—such as appointment reminders, follow-up messages, or milestone celebrations—businesses can deliver a superior customer experience that drives loyalty and satisfaction. Scalability For growing businesses, managing large amounts of data can quickly become overwhelming. Custom Objects provide a scalable way to keep data organized and workflows efficient as your client base expands. Examples of HighLevel Custom Objects in Action Veterinary Clinics: Manage pets as custom objects linked to their owners. Automate vaccination reminders, send birthday greetings, or follow up after appointments. Real Estate Agencies: Use properties as custom objects tied to clients. Automate notifications for new listings or schedule reminders for contract deadlines. Fitness Studios: Track memberships, workout plans, or fitness goals as custom objects. Automate milestone celebrations or membership renewal reminders. Healthcare Providers: Use patient records and treatment plans as custom objects to automate appointment scheduling and follow-ups. How to Set Up Custom Objects in Workflows Define Your Objects Identify the unique data points you need to track. For example, if you’re a property manager, you might set up custom objects for properties and maintenance requests. Create Relationships Link your custom objects to relevant contacts or other objects. For instance, connect a “Pet” object to its corresponding owner in a veterinary practice. Build Workflows Use the Workflow Builder to create automated processes based on your custom objects. For example, trigger an email when a custom object field (e.g., warranty expiration date) reaches a specific value. Test and Optimize Run test workflows to ensure they function as expected. Make adjustments as needed to refine the automation. Unlock the Full Potential of HighLevel HighLevel’s Custom Objects Workflow Automation is more than a new feature—it’s a tool for businesses to reimagine their CRM and marketing strategies. From simplifying administrative tasks to delivering hyper-personalized customer experiences, the possibilities are endless. Learn more about HighLevel features at MarketerM8 – a HighLevel agency Ready to explore how Custom Objects can transform your business? Book a discovery call with Julian to dive into the future of CRM and marketing automation.
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DotCom Secrets (2020 Edition Review) by Russell Brunson – A Must-Read for All HighLevel Users

If you’ve never read DotCom Secrets, get the 2020 edition— and even if you read the 2015 edition years ago, get the new version. It’s the blueprint for building a high-converting business, whether you’re online or offline. If you’re a HighLevel user, this book should be at the top of your reading list. It’s a brilliant set of marketing blueprints that will help you make the most of HighLevel’s capabilities. If you’re serious about growing a business—online or offline—DotCom Secrets by Russell Brunson is one of those books that belongs on your shelf. But if you’ve only read the 2015 edition, you’re missing out. I recently went through the 2020 edition, and the difference is night and day. The original was already a solid playbook for online sales funnels, but the latest version is clearer, more actionable, and packed with fresh insights. With three more books under his belt (Expert Secrets, Traffic Secrets, and Unlock the Secrets), Brunson now has a more refined perspective—and it shows. Not Just for Online Businesses A lot of people assume DotCom Secrets is only for digital businesses, but that’s not the case. Bricks-and-mortar businesses and traditional marketers will find this just as valuable. Why? Because the strategies in this book are not new—they’re rooted in timeless direct response marketing principles. As Dan Kennedy puts it in the foreword, what’s changed is the technology—not the tactics. The same principles that made press ads and direct mail work now apply to Facebook ads and email marketing. Whether you’re selling online courses or running a local service business, the psychology of persuasion and conversion remains the same. What’s New in the 2020 Edition? More Examples & Clarity – Concepts that were a bit vague in the original are now better explained with case studies and breakdowns. Updated Strategies & Tactics – The online marketing landscape has shifted a lot since 2015, and Brunson has adapted. There’s a stronger focus on customer psychology and storytelling—not just funnel mechanics. Cross-Referenced with His Other Books – If you’ve read Expert Secrets or Traffic Secrets, you’ll notice how well these books tie together into a cohesive system. Essential Reading for MarketerM8 & HighLevel Users For anyone using HighLevel (or considering it), DotCom Secrets is essential reading. The book lays out blueprints for all types of funnels—Squeeze Funnels, Book Funnels, Webinar Funnels, and more. Brunson naturally refers to ClickFunnels (his own software) as the tool to build these funnels, but the strategies and tactics outlined in DotCom Secrets apply just as well to HighLevel. Whether you’re running a coaching business, an agency, or selling digital products, the step-by-step frameworks in this book give you a roadmap for building effective funnels inside HighLevel. If you’re a MarketerM8 user, this book will help you better understand funnel strategy and give you proven templates to implement inside HighLevel. If you want to shortcut your learning curve, this is a must-read. One Game-Changing Takeaway One of my favourite insights comes from Secret #18 (Page 263) where Jim Edwards talks about the power of headlines. The takeaway? If you A/B test and find a headline that gets read twice as much, it doubles your revenue. That’s a simple yet massively overlooked growth hack. Final Verdict For MarketerM8 users, this book is the perfect companion to your HighLevel setup—giving you the strategy behind the funnels, so you can focus on execution inside HighLevel. Interested to learn more about HighLevel and creating sales funnels to sell you product or service then book a Discovery call with Julian here.
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John saves $900/mo by moving to HighLevel

John Mayfield explains how he came to move, with Julians’ help to HighLevel for his all in one CRM and marketing automation system. And in the process saved himself $900/month. Transcript Hi, I’m John Mayfield with Global Real Estate School, and I want to just say I appreciate Julian so much. He’s been a tremendous help for me. We’ve been friends now for a couple of years. And I remember listening to a Dan Kennedy audiobook about how good are you really taking care of your clients and your database, in other words, how often are you corresponding with them and staying in touch with them. And I remember my wife was with me in the car and she said, are we doing that? And I said, I need to do a better job. And she said, gosh, we really need to get our database up to date and stay in touch with those people. And that’s when I found Julian. I did some research. He had some great reviews, set up a call with him, which by the way, he visited with me for like 30 minutes and didn’t even charge me anything. But I hired Julian then. He has been such a tremendous help and was up and rolling with all of my different bootstrapped programs that I used. And it was last year that Julian said, you really need to take a look at this new program I’m using. And I said, Julian, I just don’t have time to update my database and go through all of that. And about August, I decided, OK, it’s time to make the switch. And I began full time with GoHighLevel. And a couple of things that I want you to know, number one, it probably saved close to 900 US dollars a month. I was paying for my educational platform, Customer Hub. Great program, but it was 100 bucks a month. I was paying for Leadpages. Great program, loved it, but it was over $100 a month. Calendly, I was paying for, again, a great program. But I had all of these tools and things that were in different locations and they all added up to a fee. And then my CRM I was using kept raising my fee because of the number of clients I had. And so, lo and behold, I literally saved $900 a month by switching to GoHighLevel. But here’s the really great part of all of this. I didn’t want to do it because I knew it would be a lot of work, but the process of me updating my emails, really going through my database was so crucial and so helpful for me. So I just have to say, thank you, Julian. This is a great program. He’s a great support person and a great person to lead you in the right direction. And this has been one of the best decisions I’ve ever made. Plus, everything’s in one program. So I got rid of all my subscriptions. I log into GoHighLevel. I do all of my work there, not having to go out to five, six, seven, eight different websites to do little pieces of work, tie it all together. I am all in on GoHighLevel and Julian Mills. Sorry for the lengthy video, but there’s just so much story and other things I could tell you about Julian and GoHighLevel, but it’s a great program. It will save you money and it will save you time having everything right there.
Read more...
The Secret to Getting More Leads: How to Create a Lead Magnet That Pulls in Customers

If you’ve ever struggled to generate consistent, high-quality leads for your business, you’re not alone. The truth is, most businesses don’t have a lead generation problem; they have a lead magnet problem. If the offer in your marketing isn’t enticing enough, it won’t attract the right people into your sales funnel. So you need a compelling free offer to entice your ideal customers to give you their contact details – we call this a lead magnet. Not only does the lead magnet serve as a freebie to attract protentional customers but it gives you a valuable opportunity to start to grow – Know, Like and Trust with your potential customer – and ultimately this is required to get the sale “over the line”. So, how do you create a lead magnet that grabs attention and compels your ideal customer to take action AND gives them real value? In this post, we’ll break it down step by step. Step 1: Generate Lead Magnet Ideas Coming up with the right lead magnet idea starts with understanding your audience’s pain points. Your lead magnet must solve a problem, provide value, and be something your ideal customer truly wants. Here’s how to brainstorm winning ideas: a. Identify Common Questions & Pain Points What questions do customers ask you the most? What challenges are they facing right now? What misconceptions or objections stop them from buying? A great place to find this information is in customer emails, social media comments, or industry forums where your target audience hangs out. b. Use Existing Content for Inspiration Review your most popular blog posts or social media content—what topics get the most engagement? Look at high-performing content from competitors for inspiration (without copying). Repurpose existing content into a more digestible format—checklists, guides, or templates. c. Leverage Industry Trends & Data Are there any new trends or shifts in your industry that people need help navigating? Have there been recent updates, laws, or best practices that impact your audience? Use tools like Google Trends or AnswerThePublic to discover trending topics. d. Choose a Lead Magnet Type That Fits Different problems require different solutions. Here are some ideas based on what your audience might need: Need quick answers? → Checklist, cheat sheet, swipe file Need guidance? → E-book, how-to guide, mini-course Want to improve skills? → Templates, toolkits, webinars Want personalized insights? → Free consultation, quiz, assessment, Discovery / Strategy Call A must have? → Simply offer a free item – a branded t-shirt, merchandise, cool item they just have to have. A competition. Once you’ve identified a compelling idea, validate it by asking your audience for feedback or running a small test campaign. Step 2: Crafting an Irresistible Headline Your lead magnet title is everything. It’s the hook that draws people in. If your title doesn’t immediately grab attention, your lead magnet will be dead in the water. Let’s look at a real-world example: When Tim Ferriss first launched his book, he originally titled it Drug Dealing for Fun and Profit. Predictably, it didn’t gain much traction. But after some careful testing, he changed it to The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich. Same book. Different title. Result? A New York Times bestseller that shaped an entire generation of entrepreneurs. What changed? The offer in the title. The lesson here is simple: Identify your audience’s biggest, most painful problem and present the solution in your headline. Some high-performing lead magnet title formulas include: X Ways to [Achieve Desirable Outcome] Without [Painful Struggle] Example: 6 Ways to Get a Six Pack Without Doing a Single Sit-Up [Do Something Difficult] in [Specific Timeframe] Even If [Limiting Belief] Example: Pay Off Your Mortgage in 7 Years Even If You Have a Modest Income How to [Achieve Goal] Without [Biggest Obstacle] Example: How to Eliminate Belly Fat Without Giving Up Your Favourite Foods Step 3: Touch on Burning Issues Every point in your lead magnet should answer a pressing question your audience has. If your headline promises a solution, your content must back it up. For example, if your lead magnet is called 5 Shocking Ways Hackers Are Stealing Your Data (And How to Protect Yourself), then your content needs to break down real cyber threats in simple, digestible terms. Each section should build intrigue and keep them reading. Here’s how: Use shocking or curiosity-driven subheads: #1 – Think Your Password Keeps You Safe? Think Again! #2 – The One Mistake That Lets Hackers Into Your Bank Account Use bullet points to make it easy to skim Give actionable steps they can implement immediately Step 4: Keep It Simple People are busy. They don’t have time to read a 50-page whitepaper. Short and actionable lead magnets work best. Aim for 5-6 pages max, and make sure it’s packed with value. Here’s a simple way to create a lead magnet quickly: ➡ Compile your best blog posts into a short guide and format it into a PDF. ➡ Interview industry experts and compile their insights. ➡ Turn a checklist into a downloadable resource. ➡ Repurpose video content into a written guide. Step 5: Format Matters—Make It Look Professional Your lead magnet should look as valuable as it is. Even if it’s just a PDF, a well-designed cover and clean formatting will boost perceived value. Use: Bold headlines & clear subheadings Bullet points for quick scanning Images and graphics to break up text Conclusion A well-designed lead magnet isn’t just about getting email addresses—it’s about attracting the right people who are ready to buy. If you want to see how to create a lead magnet that can transform your business, book a Discovery Call with Julian. Let’s turn leads into sales—on autopilot.
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04/12/24 – Revamping the Template Search: HighLevel’s New Favourite Feature for Enhanced User Convenience

DotCom Secrets (2020 Edition Review) by Russell Brunson – A Must-Read for All HighLevel Users

Wow! Just Read: Sell Like Crazy – Sabri Suby

Selling to Serve – James Asford – GoProposal

Have you read ‘They Ask You Answer’ by Marcus Sheridan ⭐⭐⭐⭐⭐

Outrageous Multi-Step Marketing Campaigns That Are Outrageously Successful by Bill Glazer

Making Websites Win by Karl Banks & Ben Jesson – founders of Conversion Rate Experts ⭐⭐⭐⭐⭐

Have you read “The Ultimate Sales Machine” by Chet Holmes ⭐⭐⭐⭐⭐

Book Review – Duct Tape Marketing by John Jantsch ⭐⭐⭐⭐⭐

Clockwork: Design Your Business to Run Itself by Mike Michalowicz ⭐⭐⭐⭐⭐

Jordan Belforts Straight Line Selling methodology applied to Keap / Infusionsoft marketing