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06/11/24 – Introducing New Features in HighLevel: Enhanced Estimate Workflows, Product Description Capability, and Improved Invoice Number Blocking

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What's New at HighLevel? HighLevel is continually innovating to provide users with unmatched service. Here are the latest updates: 1. New Status Addition for Estimates in Workflows HighLevel has incorporated a new feature to help users keep track of their workflow estimates. Introducing the new status – 'Viewed'. This will enable better oversight and proactively guide communication based on vi...
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06/11/24 – Exploring HighLevel’s Real-Time Currency Conversion Feature on the Invoice and Estimates Dashboard

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New Updates: HighLevel has implemented some exciting updates to the dashboard. It now supports real-time conversion of different currencies into the subaccount location currency on the invoice and estimate statistics. These stats are fully consolidated post conversion into a single currency, allowing for a better understanding of finances. Functionality: Consider this scenario: if a substantial...
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05/11/24 – Introducing HighLevel’s Multi-Location Online Listing Management Feature: Enhance Centralization and Gain Efficient Oversight for Your Business

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HighLevel proudly presents the introduction of Multi-Location Online Listing Management. With this powerful feature, achieving streamlined management across several business locations is a breeze. This upgrade offers bulk control, centralized operation and enables users to efficiently supervise their online listings, making it an indispensable tool for agencies and multi-location businesses look...
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04/11/24 – Exploring HighLevel’s New Features: A Closer Look at Subscription Management and Feedback Collection in Ad Manager Settings

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# What’s New at HighLevel? 1. HighLevel has introduced a dedicated Subscription tab under Ad Manager settings to view the subscription details of Ad Manager and manage its cancelation flow. 2. HighLevel now provides an option to cancel the Ad Manager monthly subscription for a sub-account under Ad Manager settings. 3. Valuable insights into what's not working well for sub-accounts regarding Ad ...
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04/11/24 – Discover the Exciting New Features and Enhancements in HighLevel: A Comprehensive Guide

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HighLevel proudly presents the following brand new features: Workflow Triggers and Actions for Gamification Points: HighLevel has developed an innovative functionality designed to automate the allocation of gamification points via workflows and automation. Triggers: The feature entitled "Community Group Member Leaderboard Level Changed" becomes active whenever a leaderboard level of a user cha...
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04/11/24 – Explore HighLevel’s New Features: Linking Text and Date Fields to Custom Values and Convenient Data Management

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At HighLevel, significant enhancements have been implemented, one of those being the ability to link text and date fields to custom values in Documents and Contracts. This offers the possibility to directly link fields in a document to custom values, for contacts or the document itself. After the signing of the document, the linked fields in the contact or document records automatically update. ...
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02/11/24 – Unlock Enhanced Marketing Efforts with Highlevel’s New Versatile, User-friendly and Customizable Web Templates

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HighLevel is excited to present a brand new collection of web templates, innovatively fashioned to boost marketing endeavors. From website creation to sales funnel development and email campaign management, these diverse and easy-to-use templates meet various requirements. Fully adjustable and exuding a professional charm, these templates simplify workflows and free up time to more effectively eng...
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What the Thryv Takeover of Keap Means for Small Business Owners

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The recent acquisition of Keap by Thryv marks a significant shift in the CRM and small business software landscape. For many Keap users, this merger brings up key questions about platform integration, product evolution, and the potential for new tools. In this post, I'll walk through what this change means and what small business owners should expect. Why the Merger? Thryv, known for its com...
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30/10/24 – Updates on HighLevel: Call Recording Storage Charges and Bug Fixes

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Title: Important Update: Changes in Billing for Call Recording Storage by HighLevel At HighLevel, it's always been central to keep things transparent and streamlined for the users. Therefore, this blog post communicates a vital update about a change in the way call recording storage charges get billed. Previously the billing for call recording storage charges was done under the blanket term '...
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30/10/24 – Exploring HighLevel’s Latest Feature Update: Improved Positioning for Floating Elements in Documents

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## Overview With the long-anticipated release from HighLevel, issues such as displacement of floating elements – signature blocks, initials, and more – once something is added within the document are now a thing of the past! ## What's New? As part of the updates from HighLevel, all floating elements such as signatures, initials, date, and text are now relative to the blocks in which they are ...
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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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Santa Pause is coming – to HighLevel

Have you ever received marketing emails over the Christmas holidays – it just seems wrong when you get an email on Christmas day asking you to take action today. Know what I mean? Well this is no longer a problem for HighLevel users. At a global account level we can pause workflows and emails from going out over the Christmas holiday time – and they just resume after the holidays, a neat little feature. Here is more detail:- Managing workflows efficiently is crucial for businesses, especially when certain processes need to be temporarily halted during specific periods, such as holidays or maintenance windows. GoHighLevel’s “Pause Workflow” feature offers a streamlined solution to manage these pauses without the need to deactivate or delete entire workflows. Understanding the Pause Workflow Feature The “Pause Workflow” functionality allows administrators to temporarily suspend specific workflows for designated date ranges. This is particularly beneficial for workflows with seasonal actions or those requiring periodic adjustments. By utilizing this feature, businesses can ensure that certain processes are paused and resumed seamlessly, maintaining operational efficiency. How to Implement the Pause Workflow Feature Access Global Workflow Settings: Navigate to the “Global Workflow Settings” within your GoHighLevel dashboard. Set Start and End Dates: Click on the “Start Date and Time” field to select the desired start and end dates and times for the pause period. After making your selections, click the “Confirm” button. Select Workflows to Pause: In the “Select Workflows” field, choose one or multiple published workflows you wish to pause. Note that only published workflows will appear in the dropdown menu. Add Multiple Date Ranges: If you need to pause workflows during multiple periods, click the “Add Date” button to include additional date ranges. You can add up to 15 different date ranges. Enable Annual Pauses: For recurring pauses on the same dates each year, check the “Annually” box for the corresponding date range. This ensures the selected workflows are automatically paused annually on the specified dates. Clone or Delete Date Ranges: To duplicate a date range, click the clone icon next to the desired row. To remove a date range, click the delete icon. Monitor Paused Status: When workflows are paused, their status will be highlighted as “Paused” on the Workflow Landing Page. Access Builder Settings: Within each workflow’s builder settings, a “Pause Workflow” section provides details about the pause schedule. You can also access the “Global Workflow Settings” from this section to make any necessary changes. Important Considerations The maximum allowed duration between the start and end dates for a pause is 15 days. Ensure that a workflow is not included in overlapping date ranges to prevent conflicts. By leveraging GoHighLevel’s “Pause Workflow” feature, businesses can effectively manage their workflows, ensuring that specific processes are paused and resumed as needed without disrupting overall operations. For a detailed walkthrough and additional information, refer to GoHighLevel’s official support documentation.
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𝗪𝗵𝘆 “𝗡𝗼” 𝗶𝗻 𝗦𝗮𝗹𝗲𝘀 𝗢𝗳𝘁𝗲𝗻 𝗠𝗲𝗮𝗻𝘀 “𝗡𝗼𝘁 𝗬𝗲𝘁” – 𝗧𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗣𝗲𝗿𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝗲

Sales is a game of timing, trust, and value. Every salesperson has experienced the sting of hearing “no” from a potential customer. It’s easy to feel disheartened, but what if “no” doesn’t mean “never”? In many cases, it simply means, “Not yet.” 𝗧𝗶𝗺𝗶𝗻𝗴 𝗜𝘀 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 Business needs evolve constantly. Budgets shift, priorities change, and decision-makers reassess their goals. A prospect saying “no” today may be grappling with issues like budget constraints, competing priorities, or uncertainty about how your solution fits into their strategy. In my experience, patience and persistence have been key. Recently, two clients who initially declined discussions about HighLevel software over a year ago have now returned, ready to move forward. What changed? Their businesses evolved, and they recognised that the tools I offered could drive the growth they needed. And since I first mentioned HighLevel they have heard other people now talking about how good the software is. 𝗪𝗵𝘆 𝗣𝗲𝗿𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝗲 𝗣𝗮𝘆𝘀 𝗢𝗳𝗳 Persistence in sales isn’t about badgering or being pushy—it’s about staying relevant and present. Here’s how you can do it effectively: 𝗦𝘁𝗮𝘆 𝗶𝗻 𝗧𝗼𝘂𝗰𝗵: Maintain regular, value-driven contact through newsletters, social media updates, or personal check-ins. 𝗢𝗳𝗳𝗲𝗿 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝗱 𝗩𝗮𝗹𝘂𝗲: Share relevant industry insights, case studies, and success stories. This keeps your solution top-of-mind when circumstances change. 𝗧𝗿𝗮𝗰𝗸 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝗶𝗻 𝗧𝗵𝗲𝗶𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀: Keep an eye on news or updates about their business. Changes like expansion, new hires, or product launches can signal readiness for your offer. 𝗥𝗲𝘃𝗶𝘀𝗶𝘁 𝘁𝗵𝗲 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻: Periodically revisit previous “no” responses with a tailored message: “Last time we spoke, X was a challenge. Has that changed? We’ve helped similar businesses achieve Y.” 𝗪𝗵𝗲𝗻 𝘁𝗵𝗲 𝗧𝗶𝗺𝗲 𝗜𝘀 𝗥𝗶𝗴𝗵𝘁 By staying persistent, you position yourself as the go-to solution when the client’s circumstances change. Those two HighLevel clients of mine are a perfect example. They weren’t ready when I first approached them, but because I maintained the relationship, they knew who to call when the time was right. 𝗙𝗶𝗻𝗮𝗹 𝗧𝗵𝗼𝘂𝗴𝗵𝘁 In sales, “no” is rarely final. It’s a placeholder that says, “Not now.” Keep showing up with genuine value, and you’ll be the first person they think of when their “no” turns into “yes.” If you’re curious about how HighLevel can transform your business when the time is right 😉 feel free to book a Discovery Call
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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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Author:

06/11/24 – Introducing New Features in HighLevel: Enhanced Estimate Workflows, Product Description Capability, and Improved Invoice Number Blocking

06/11/24 – Exploring HighLevel’s Real-Time Currency Conversion Feature on the Invoice and Estimates Dashboard

05/11/24 – Introducing HighLevel’s Multi-Location Online Listing Management Feature: Enhance Centralization and Gain Efficient Oversight for Your Business

04/11/24 – Exploring HighLevel’s New Features: A Closer Look at Subscription Management and Feedback Collection in Ad Manager Settings

04/11/24 – Discover the Exciting New Features and Enhancements in HighLevel: A Comprehensive Guide

04/11/24 – Explore HighLevel’s New Features: Linking Text and Date Fields to Custom Values and Convenient Data Management

02/11/24 – Unlock Enhanced Marketing Efforts with Highlevel’s New Versatile, User-friendly and Customizable Web Templates

What the Thryv Takeover of Keap Means for Small Business Owners

30/10/24 – Updates on HighLevel: Call Recording Storage Charges and Bug Fixes

30/10/24 – Exploring HighLevel’s Latest Feature Update: Improved Positioning for Floating Elements in Documents

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

Top 10 Marketing Business Books for Entrepreneurs ⭐⭐⭐⭐⭐

‘Work the System’ by Sam Carpenter

Learn why entrepreneurs want me to work with them?

Within a year I enabled Celia to more than double the size of her wedding venue business, take on staff and have free time for holidays!