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🎓 HighLevel Live Training Workshop #7 : Forms, Surveys & Quizzes – 26th May 2026

Next up in the MarketerM8 Live HighLevel Workshop Series — we’re talking about how to capture better leads and get better data using the tools already built into HighLevel. This week’s workshop: Forms, Surveys & Quizzes in HighLevel📅 Live on Tuesday {{custom_values.67__forms_surveys__quizzes_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want to qualify leads, gather insights, and create interactive experiences💸 Free for all HighLevel users Whether you’re trying to capture basic contact details or run full onboarding surveys, HighLevel has the tools — and this session will show you how to use them properly. You’ll learn how to:✅ Build branded lead capture forms that feed into your CRM✅ Create surveys to gather feedback or pre-qualify leads✅ Use quizzes to create engaging lead magnets✅ Trigger workflows based on form and survey responses✅ Embed forms and quizzes on funnels, websites, and emails This is your chance to stop using clunky third-party tools and start using HighLevel as your all-in-one solution. ✅ Already registered? Your Zoom link is in your inbox✅ Not signed up yet? Click here to book your spot 📚 Want to see what else is coming up in the series?👉 View the full workshop menu Let’s make your lead capture smarter — and more powerful. See you there?
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🎓 HighLevel Live Training Workshop #6 : Database Management 8th September 2026

We’re back with Week 6 of the MarketerM8 Live HighLevel Workshop Series — and this time, we’re talking about the unsung hero of your CRM: your contact database. This week’s workshop: Database Management in HighLevel📅 Live on Tuesday {{custom_values.66__datebase_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want a cleaner, more organised, and better-performing CRM💸 Free for all HighLevel users Let’s be honest — a messy contact list slows everything down. Leads get lost, follow-ups don’t happen, and your marketing gets diluted. In this session, we’ll show you how to take control of your contact list and turn it into your most valuable marketing asset. You’ll learn how to:✅ Tag and segment your leads and customers effectively✅ Use smart lists to filter and target specific groups✅ Add custom fields to capture the right data✅ Keep your database clean with automation✅ Use your contact info to personalise emails, workflows and follow-ups If you’ve ever asked “Where did that lead go?” — this is the workshop for you. ✅ Already registered? Check your inbox for the Zoom link✅ Not signed up yet? Book your spot now: Click to register 📚 Want to see what’s next in the 12-week series?👉 View the full workshop menu Let’s make sure your database is working for you — not against you. See you there?
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🎓 HighLevel Live Training Workshop #5 : Automation & Workflows -25th August 2026

We’re now nearly halfway through the MarketerM8 Live HighLevel Workshop Series — and this week is a big one. It’s time to dive into Workflows — the real engine behind your marketing automation. This week’s workshop: Automation & Workflows in HighLevel📅 Live on Tuesday {{custom_values.65__automatons_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users ready to automate repetitive tasks and follow-up systems💸 Free for all HighLevel users This is where HighLevel starts saving you serious time — by doing the follow-up for you. You’ll learn how to:✅ Create your first automation workflow from scratch✅ Trigger emails, SMS and pipeline moves based on user actions✅ Use delays, if/else logic, and conditions for smarter follow-up✅ Automatically respond to new leads and enquiries✅ Build a “Set and Forget” system that runs in the background Even simple workflows can make a huge difference. This session will show you how to get started — without getting overwhelmed. ✅ Already registered? Zoom link should be in your inbox✅ Not booked in yet? Save your free spot here: Click to register 📚 Want to plan ahead?👉 See all 12 workshops in the series here Join us and start letting HighLevel do the heavy lifting. See you there?
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Why Most HighLevel Users Only Use 10% of the Platform

And How to Start Unlocking the Other 90% If you spend any time in the HighLevel community groups, forums, or Facebook discussions, you will notice a common theme. A lot of users say something like: “I know HighLevel is powerful… but I feel like I’m barely scratching the surface.” Honestly, they are probably right. Over the last few years I have worked with many businesses and agencies using HighLevel. One thing I have noticed repeatedly is that most users only use a small percentage of what the platform can actually do. In many cases, they use pipelines, maybe calendars, maybe email marketing, perhaps forms and funnels, but huge parts of the platform remain untouched. And it is not because people are lazy. Usually it is because HighLevel is enormous. HighLevel Is Not a Normal CRM This is one of the biggest misunderstandings. Many people initially approach HighLevel as though it is simply another CRM platform. It is not. Modern HighLevel has evolved into something much bigger. It now includes CRM, email marketing, SMS marketing, automation workflows, websites, funnels, calendars, online courses, communities, reputation management, social media scheduling, AI tools, Voice AI, conversational AI, memberships, surveys, quizzes, invoicing, proposals, reporting, WhatsApp integration, mobile apps, white label SaaS functionality and AI-powered workflows. That is why I often describe HighLevel as: “The WordPress of marketing and business automation systems.” The flexibility is incredible. But flexibility can also become overwhelming. Why So Many Users Get Stuck 1. Too Many Features at Once When people first log in to HighLevel they often feel excited. Then very quickly, they feel confused, distracted and overwhelmed. There are so many menus, settings, modules, workflows, and integrations that people struggle to know where to begin. Many users end up jumping randomly between features without building a clear operational system. That creates frustration very quickly. 2. People Buy HighLevel Before They Have a Strategy This is extremely common. A business owner hears: “HighLevel can replace all your tools.” “HighLevel can automate your business.” “HighLevel can build funnels.” “HighLevel can do AI.” So they subscribe. But they do not yet have a clear customer journey, a sales process, follow-up systems, lead qualification, onboarding systems or operational workflows. Technology amplifies systems. It does not magically create them. This is why strategy matters first. When we receive an initial enquiry from a potential MarketerM8 subscriber, one of the first things we often do is work with the client to draft a Marketing Automation Plan. This effectively becomes our “architect’s blueprint”. Before building anything inside HighLevel, we map out lead flow, sales stages, follow-up processes, customer journeys, automations, bottlenecks and communication systems. In many ways, this is similar to an architect designing a building before construction starts. It means we do the hard work first on the “virtual piece of paper” before building systems inside the platform. Without this stage, many businesses end up overcomplicating things, building random disconnected workflows, duplicating effort, automating poor processes and becoming overwhelmed. A clear plan dramatically simplifies implementation. Here is a video where I explain this concept in more detail: Watch the Marketing Automation Plan video Most Users Stay in the “Basic Tools Zone” A lot of users never move beyond pipelines, contacts, calendars and basic email campaigns. Meanwhile they completely ignore some of the most powerful parts of the platform. Workflows & Automation This is arguably the real power of HighLevel. Automated follow-up, reminders, nurture sequences, lead routing, missed call text back, appointment confirmations, review requests, onboarding and reactivation campaigns can save enormous amounts of time while improving consistency. Voice AI & AI Receptionists This is one of the fastest-growing areas inside HighLevel right now. Many businesses still miss calls, rely on voicemail and lose leads outside office hours. Modern AI receptionists can answer calls 24/7, qualify leads, book appointments, answer FAQs, transfer calls and send follow-up texts. Most HighLevel users have not even explored this yet. Social Media Planner A surprising number of users still pay separately for Buffer, Hootsuite and social schedulers, while ignoring the social planning tools already built into HighLevel. Reviews & Reputation Management This is one of the most underused revenue-generating tools in the platform. Businesses obsess over lead generation while ignoring reviews, testimonials, reputation signals and Google review growth. Often these can dramatically improve conversion rates without increasing advertising spend. Communities & Courses Many people still think of platforms like Kajabi, Circle and Skool, without realising HighLevel can already handle much of this functionality. This is especially valuable for coaches, consultants, educators, agencies and membership businesses. The Biggest Mistake. Trying to Do Everything at Once This is where many users go wrong. They try to build workflows, create funnels, launch AI, build websites, automate onboarding, set up memberships and connect APIs all at the same time. That usually ends badly. Instead, the best approach is often to start simple. One pipeline. One workflow. One customer journey. One automation problem to solve. Then build gradually. This is actually very similar to Gall’s Law: “A complex system that works is invariably found to have evolved from a simple system that worked.” The strongest HighLevel systems usually evolve over time. You Don’t Know What You Don’t Know One of the biggest challenges with HighLevel is that many users do not realise what is actually possible inside the platform. They only use the features they happen to stumble across. For example, many users may never discover missed call text back workflows, AI receptionists, automated review requests, pipeline automation, conversational AI, advanced calendar routing, social media scheduling, WhatsApp integrations, communities and memberships, automated onboarding systems, and AI-powered workflows unless somebody shows them. That is why so many users remain stuck in the “10% zone”. It is not because they are incapable. It is usually because they have never seen the bigger picture, real-world implementations, practical use cases, operational systems and how experienced users are using the platform. This is one reason live training and workshops can be so valuable. Often, a single workshop can completely Read more…
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What Are My Options for Answering Phone Calls in My Business?

If you run a small business, there is a good chance you have experienced this problem. You are busy. You are with a customer. You are driving. You are in a meeting. You are trying to focus. Then the phone rings. You miss the call and think: “I’ll call them back later.” But often, later is too late. Did you know that the chances of winning the business drop significantly if it takes you over 10 minutes to return a potential customers call? Many businesses do not realise how much revenue is quietly lost through missed calls. Especially service businesses where speed matters. If someone cannot get through to you, they often simply call the next business on Google. Find out how much missed calls are costing your business. Click here. Over the last few years I have seen a major shift in how businesses are handling inbound calls. Traditionally the options were limited to hiring staff or using a telephone answering service. Now there are newer AI-powered options that are dramatically changing the landscape. So what are your options if you need help answering the phone in your business? Let’s break them down. Option 1. Hire a Receptionist This is the traditional approach. You hire somebody to answer calls, take messages, transfer calls, and handle customer enquiries. For many businesses this still works very well. A good receptionist can: build rapport reassure customers handle complex situations represent your business professionally Typical costs A full-time receptionist in the UK will often cost: £22,000 to £35,000+ per year salary plus National Insurance pension contributions holidays recruitment costs training sick pay office space and equipment That can easily mean a real business cost of £2,000 to £3,500+ per month. The downsides expensive for small businesses holidays and sickness limited opening hours scaling issues recruitment headaches For smaller businesses especially, hiring a full-time receptionist is often difficult to justify financially. This is why many businesses started looking at outsourced solutions. Option 2. Use a Telephone Answering Service This is a very common solution in the UK. Companies such as Moneypenny and AnswerConnect provide outsourced call handling using real people. Typically: your calls divert to them they answer in your business name they take messages they may book appointments they email or text you updates For many businesses this can be a major improvement over missed calls. Typical costs Telephone answering services vary hugely depending on call volumes. Typical pricing models include: £15 to £50/month entry packages £1 to £2.50+ per answered call or £1 to £1.50+ per receptionist minute For many growing businesses, realistic monthly costs often end up around £150 to £550+ per month. The advantages cheaper than full-time staff professional call handling extended hours overflow support no recruitment headaches The disadvantages costs can rise quickly with volume usually charged per minute or per call scripts can feel generic limited integration with your CRM weak automation difficult to personalise deeply This is where things are beginning to change rapidly. Option 3. AI Receptionists This is one of the fastest-growing areas in business technology right now. AI receptionists can now answer calls in a surprisingly natural way. Modern AI systems can: answer calls instantly answer FAQs qualify leads book appointments transfer calls send follow-up texts capture customer details update CRM systems automatically work 24/7 Platforms like HighLevel now make this technology accessible to small businesses and agencies, not just large corporations. A few years ago this type of technology felt futuristic. Now it is becoming mainstream. One of the biggest advantages of AI receptionists is consistency. Unlike human teams: they do not get tired they do not take holidays they do not call in sick they do not forget scripts they do not stop at 5pm An AI receptionist works 24 hours a day, 7 days a week. This is especially useful for: trades businesses receiving emergency enquiries clinics receiving evening appointment requests businesses running Facebook or Google advertising campaigns companies receiving calls outside normal office hours Another major advantage is scalability. Traditional reception teams can become overwhelmed during busy periods. An AI receptionist can comfortably handle over 100 calls simultaneously. That becomes extremely valuable during: advertising campaigns promotions peak seasonal demand event registrations radio or TV exposure service outages or emergencies For example, if a plumbing company suddenly receives a surge of inbound calls during freezing weather, an AI receptionist can continue answering calls consistently without customers hearing engaged tones or going to voicemail. Teams of AI Agents This is where things become particularly interesting. Many people imagine a single AI receptionist trying to answer everything. In reality, modern systems can use multiple specialist AI agents working together. For example: one AI agent handles bookings another handles support questions another qualifies sales enquiries another routes urgent calls another handles after-hours emergencies This is often far more effective than having one “jack of all trades” receptionist trying to cover everything. At MarketerM8 we build AI receptionist systems using HighLevel, where businesses can effectively create teams of AI staff tailored to different parts of the customer journey. That means businesses can create: specialist booking assistants support agents lead qualification agents appointment reminder agents overflow call handlers out-of-hours receptionists All working together inside one connected system. Example AI Receptionist Pricing There are now many AI receptionist providers entering the market. Typical pricing in the UK ranges from: £20 to £100+ per month for basic systems plus usage charges depending on minutes and features At MarketerM8 typical pricing includes: £97 per month subscription £1,000 setup fee £0.17 per minute for live AI call handling The setup fee covers: AI configuration call flow design integrations CRM setup appointment booking logic knowledge base training testing and optimisation Unlike many traditional answering services, the AI receptionist can also integrate directly into your CRM and marketing automation system. That means: calls can create opportunities automatically follow-up texts and emails can be triggered appointments can be booked automatically missed calls can generate workflows conversations can be summarised into contact records Read more…
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Is Your Business Suitable for Digital Franchising With HighLevel?

In a recent article, I discussed how HighLevel is increasingly becoming the WordPress of CRM and marketing automation, helping power a new generation of digital franchises, SaaSpreneurs and AI-powered operational systems. That article explored the bigger market trend and why more entrepreneurs are moving away from traditional service delivery and towards scalable recurring revenue models built around systems, automation and AI. If you have not read that article yet, I would recommend starting there first: The Rise of the Digital Franchise. How HighLevel Agencies Are Packaging AI-Powered Business Systems. But this raises an important question: Could YOUR business or niche actually be suitable for digital franchising? At MarketerM8, this is a conversation we are increasingly having inside our HighLevel SaaS Entrepreneur Programme. Many people assume digital franchising only applies to tech startups or software companies. In reality, many service businesses already have the foundations of a scalable digital franchise model without realising it. What Makes a Business Suitable for Digital Franchising? The simplest way to think about digital franchising is this: Can parts of your expertise, workflow or operational process be packaged into repeatable systems? If the answer is yes, there may be an opportunity. Typically, the best digital franchise opportunities involve businesses that: solve repeatable problems onboard clients in similar ways repeatedly answer similar questions rely heavily on communication and follow-up use templates, processes or SOPs have workflows that could be automated could benefit from AI handling repetitive admin This is why many service-based businesses are actually excellent candidates. The 7 Signs Your Business Could Become a Digital Franchise 1. You Solve the Same Problem Repeatedly Many businesses think their service is highly customised. But often, underneath, the same core problems appear repeatedly. For example: missed calls poor follow-up inconsistent onboarding weak lead nurturing appointment no-shows manual admin lack of automation If you repeatedly solve similar operational problems, there may be an opportunity to systemise that solution. 2. Your Business Already Uses Processes or Checklists If your business already has onboarding documents, templates, checklists, workflows, scripts, email sequences or operational procedures, then you are already part-way towards building a digital franchise model. Many successful SaaSpreneurs are simply packaging and improving systems they already use internally. 3. Clients Frequently Ask the Same Questions This is a huge clue. Repeated questions often indicate opportunities for automation, AI chat, AI voice systems, onboarding sequences, knowledge bases and workflow triggers. In many cases, repetitive communication can be partially automated using HighLevel workflows and AI tools. 4. Your Niche Relies Heavily on Follow-Up Some industries depend massively on communication and follow-up. Examples include: estate agents mortgage brokers recruitment agencies martial arts schools med spas consultants accountants trades businesses These types of businesses are often ideal for automation-led operational systems. This is one reason why HighLevel works so well in these industries. 5. You Already Deliver Similar Outcomes to Multiple Clients This is one of the strongest indicators. If multiple clients are essentially buying variations of the same solution, there may be an opportunity to standardise, template, automate, duplicate and license rather than rebuilding everything manually each time. This is where digital franchising starts becoming commercially interesting. 6. AI Could Replace Repetitive Admin in Your Business AI is dramatically changing what can now be systemised. For example: AI receptionists AI appointment booking AI lead qualification AI chat AI follow-up AI-generated content AI workflow triggers Many operational tasks that once required staff can now be partially automated. That changes the economics of scalability significantly. 7. Your Expertise Could Be Productised This is perhaps the most important question of all. Could your expertise become a framework, system, template, repeatable workflow, business-in-a-box or subscription-based operational platform? If so, you may already have the foundations of a digital franchise. Industries That Are Especially Suitable Some industries naturally lend themselves to digital franchising. Examples include: accountants estate agents mortgage brokers recruitment consultants martial arts schools coaches and consultants trades businesses med spas membership organisations sports clubs marketing agencies Why? Because many of these businesses rely heavily on repeatable communication, onboarding, appointments, lead management, client nurturing and operational consistency. These are exactly the kinds of workflows that platforms like HighLevel are designed to support. What Could a Digital Franchise Actually Include? A modern digital franchise might include: a fully configured CRM onboarding workflows AI receptionist systems missed-call text back automated lead nurturing pipeline management appointment booking review generation email campaigns SMS automation reporting dashboards SOPs and training AI chat systems marketing templates And because HighLevel supports white labelling, snapshots and SaaS Mode, these systems can often be packaged into recurring subscription-style business models. This is one of the reasons the HighLevel ecosystem is evolving so quickly. Why HighLevel Makes This Easier One of the reasons this trend is accelerating is because HighLevel provides much of the operational infrastructure required to build these systems. For example: snapshots workflows automation white labelling SaaS Mode Voice AI AI Studio calendars CRM systems reporting memberships and communities This dramatically lowers the technical barrier. Earlier this year, HighLevel also introduced AI Studio, bringing vibe coding concepts directly into the platform. Combined with lightweight AI and no-code tools like Lovable.dev, entrepreneurs can now prototype operational systems far faster than before. This is one of the reasons we are seeing growing interest in digital franchising and SaaSpreneurship. Learn How to Build Your Own HighLevel SaaS Business At MarketerM8, we run the HighLevel SaaS Entrepreneur Programme specifically for agency owners, consultants, freelancers, marketers, SaaSpreneurs and entrepreneurs wanting recurring revenue. The Programme is designed to help people move from simply using HighLevel to building scalable software-style businesses powered by automation, AI and operational systems. Inside the Programme we help members: set up their HighLevel agency correctly understand SaaS Mode and white labelling onboard their first clients build recurring revenue package repeatable systems stay updated with HighLevel developments attend regular workshops and SaaS Entrepreneur Zoom calls We also run weekly live HighLevel workshops covering workflows, automation, Voice AI, funnels, calendars, AI tools, CRM setup and SaaS systems. The goal is Read more…
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