Blog

Julians’ Blog. Topics include Infusionsoft and marketing.

How to Send a Video Message to Contacts Through the HighLevel Mobile App

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Building meaningful relationships with your leads and clients is the cornerstone of successful business growth. In a world where personalisation is key, sending a tailored video message can leave a powerful impression. With the HighLevel mobile app, it’s easier than ever to send a video message directly to your contacts – all from your smartphone. In this guide, I’ll show you exactly how to do ...
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How HighLevel Can Help You Implement the Dream 100 Strategy

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The Dream 100 strategy, developed by Chet Holmes, is a marketing approach where you create a hyper-targeted list of your ideal clients – the Dream 100 – and build a dedicated marketing campaign to win them over. While the concept is simple, the execution requires precision, consistency, and strategic nurturing. This is where HighLevel software becomes a game-changer for marketers. If you want t...
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Need Help with HighLevel Emails? I Can Help You Get It Right

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If you’re searching for help to send emails using HighLevel, you’re not alone. I recently worked with a client of MarketerM8.com (my HighLevel agency) who was struggling to understand how to send emails effectively with HighLevel. They were confused about the difference between using email campaigns and workflows, and how to set up and use email templates properly. That’s where I stepped in. High...
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Setting Up a Website in HighLevel: How I Helped a Client Overcome Their Struggles

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If you're struggling to set up a website in HighLevel, you're not alone. Just recently, I worked with a client of MarketerM8.com (my HighLevel agency) who was having a tough time getting started. They knew they needed a website for their business, but HighLevel felt overwhelming. They hadn’t used website builders like Wix or Leadpages before, so the process seemed daunting. That’s where I came in....
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ChatGPT – Your Secret Travel Companion

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I was in Rome recently and normally I would have relied on Google Maps for the usual essentials—directions, train times, and navigating the city. But this time I thought to give ChatGPT a try. And I was impressed - it was like having a "local" in my pocket, offering insider knowledge that Google simply doesn’t provide. Beyond the Basics Google Maps is great for getting from A to B, but what if y...
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Which Is the Best Way to Set Up Your HighLevel Marketing System? Do It Yourself, Done With You, or Done For You?

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When setting up HighLevel for your business, you have three main options: Do It Yourself (DIY), Done With You (DWY), or Done For You (DFY). But which approach is the best? That depends on your budget, technical ability, and how fast you want results. Let’s break down each method so you can decide which is the right fit for your business. Option 1: Do It Yourself (DIY) – The Hands-On Appr...
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How to Migrate from Zoho to HighLevel: A Step-by-Step Guide

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Migrating from one CRM to another can feel like a daunting task, especially when shifting from a well-established system like Zoho to HighLevel. However, if you’re looking for a more integrated, agency-focused platform with better automation and lead management, HighLevel is the ideal choice. In this guide, I’ll walk you through the essential steps to ensure a smooth transition from Zoho to Hig...
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DotCom Secrets (2020 Edition Review) by Russell Brunson – A Must-Read for All HighLevel Users

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dotcom secrets highlevel russell brunson

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 ...
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John saves $900/mo by moving to HighLevel

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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 y...
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The Secret to Getting More Leads: How to Create a Lead Magnet That Pulls in Customers

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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 the...
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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.
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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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How to Send a Video Message to Contacts Through the HighLevel Mobile App

Building meaningful relationships with your leads and clients is the cornerstone of successful business growth. In a world where personalisation is key, sending a tailored video message can leave a powerful impression. With the HighLevel mobile app, it’s easier than ever to send a video message directly to your contacts – all from your smartphone. In this guide, I’ll show you exactly how to do it and highlight some smart use cases that will help you enhance your client experience. Why Use Video Messaging? Video messaging offers that personal touch which written messages often lack. It shows you’re genuinely interested, willing to go the extra mile, and excited to help. Whether you’re welcoming a new client or following up with a fresh lead, a video message can make you stand out and build stronger connections. How to Send a Video Message Through the HighLevel Mobile App Important Note: This feature only works if you have a mobile phone number saved for the contact, as the link to the personalised video is sent via text message. Make sure you’ve collected this information before proceeding. Step 1: Log into the HighLevel Mobile App Open the HighLevel mobile app on your device and log in with your credentials. Step 2: Navigate to Conversations Tap on the “Conversations” tab at the bottom of the screen. This is where all your client and lead interactions are managed. Step 3: Select or Search for the Contact Scroll through your list or use the search bar to quickly locate the contact you want to reach. Step 4: Open the Contact’s Message Thread Tap on the contact’s name to open the conversation thread. Step 5: Record Your Video Message Tap the “+” (Plus) button or the “Attachment” icon (this may vary slightly depending on your app version). Select the “Camera” option to record a new video or “Gallery” option to upload a pre-recorded video. Record your personalised message – keep it clear, friendly, and to the point. Tap “Stop” when you’re finished, and “Use Video” if you’re happy with the recording. Step 6: Send the Video Message Add a short text message if you wish, then hit “Send”. Your video will be delivered directly to your contact’s inbox. Use Cases for Video Messaging Welcoming New Leads A new lead has booked a discovery call. Stand out from the crowd by sending them a warm, friendly video message like: “Hi [Lead’s Name], thanks so much for booking a call with me! I’m looking forward to our chat on [Date]. In the meantime, if there’s anything specific you’d like me to prepare for, just let me know. See you soon!” Onboarding New Clients When you’ve just won a new client, a personalised welcome video can make them feel valued from the start: “Hi [Client’s Name], welcome on board! I’m excited to be working with you to achieve [Their Goal]. I’ll be sending over the onboarding details shortly, but if you have any questions, feel free to reach out. Looking forward to a successful partnership!” Following Up After a Sales Call Keeping leads engaged after a sales call can be tricky. A simple follow-up video can be the difference between a sale and radio silence: “Hey [Lead’s Name], it was great chatting with you today! I just wanted to follow up and see if you had any more questions or thoughts about moving forward. I’m here whenever you’re ready.” Announcing Special Offers or Updates Have something exciting to share? Deliver it with personality: “Hey [Client’s Name], just wanted to let you know we’ve rolled out something fantastic! [Describe Offer/Feature]. Let me know if you’re interested in learning more. Would love to walk you through it!” Requesting Reviews or Testimonials Collecting testimonials feels much more personal when you ask face-to-face: “Hi [Client’s Name], I’ve really enjoyed working with you to achieve [Their Goal]. If you’re happy with the service, I’d truly appreciate a quick review. It would mean a lot and help more people like you find us. Thanks again for your support!” Sharing Important Updates or Instructions Sometimes a short video explanation is far more effective than a long email: “Hey [Client’s Name], just wanted to walk you through [New Process or Feature]. If you run into any issues, feel free to reach out. Happy to help!” Tips for Creating Effective Video Messages Be Authentic: Forget perfection – clients appreciate seeing the real you. Keep It Short & Sweet: Aim for 30 to 60 seconds to hold their attention. Show Enthusiasm: Your energy will be contagious and leave a lasting impression. Start Using Video Messaging Today! HighLevel’s mobile app makes it incredibly easy to build stronger connections with your leads and clients through personalised videos. Whether it’s welcoming a new client or following up after a call, video messaging can take your customer experience to the next level. Ready to level up your client experience with HighLevel? Book a Discovery Call with Julian – click here. We’ll show you how to make the most of HighLevel’s powerful features to scale your business.
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How HighLevel Can Help You Implement the Dream 100 Strategy

The Dream 100 strategy, developed by Chet Holmes, is a marketing approach where you create a hyper-targeted list of your ideal clients – the Dream 100 – and build a dedicated marketing campaign to win them over. While the concept is simple, the execution requires precision, consistency, and strategic nurturing. This is where HighLevel software becomes a game-changer for marketers. If you want to dive deeper into the brilliance of Chet Holmes’ methods, check out my book review of The Ultimate Sales Machine. Understanding the Dream 100 Strategy The Dream 100 strategy involves identifying the top 100 clients you would love to work with and then developing an ongoing marketing campaign to attract their attention, build relationships, and eventually convert them into loyal customers. It’s a focused, relationship-based approach that requires personalization and follow-through. Why HighLevel Software? HighLevel provides a comprehensive suite of marketing tools designed to help you create, manage, and automate your campaigns from one central platform. Its CRM, marketing automation, and sales funnel capabilities make it an ideal tool to implement and scale your Dream 100 strategy. Steps to Implement the Dream 100 Strategy Using HighLevel 1. Identify Your Dream 100 Use HighLevel’s CRM to create a segmented list of your ideal clients. Tag these contacts as “Dream 100” for easy filtering and targeted marketing. 2. Build Personalized Outreach Campaigns Create dedicated email and SMS campaigns targeting your Dream 100 list. Use HighLevel’s templates to craft highly personalized messages. Schedule automated follow-ups to ensure consistent communication. 3. Develop Lead Nurturing Workflows Build automated workflows using HighLevel’s automation tools to nurture your Dream 100 contacts over time. Implement customized email sequences, SMS follow-ups, and even voice drops to stay top-of-mind. 4. Incorporate Direct Mail & Lumpy Mail Marketing A key part of the Dream 100 strategy is sending physical marketing materials – direct mail and lumpy mail – to stand out from the digital noise. Lumpy mail refers to sending a physical item or gift that contributes to your marketing message and makes your outreach memorable. It’s designed to create curiosity and engagement by being something tangible and unexpected. HighLevel cannot create physical mail directly, but it excels at organizing and coordinating the necessary data. Utilize HighLevel’s CRM to export contact lists, create tags, and track when direct mail should be sent. Integrate HighLevel with third-party mailing services via Zapier or custom webhooks to automate the mailing process. Track responses and follow-ups triggered by physical marketing to ensure cohesive messaging across all channels. 5. Leverage Multi-Channel Marketing HighLevel allows you to integrate email, SMS, social media, and direct mail strategies into one cohesive system. Use HighLevel’s social media scheduler to maintain a presence on relevant platforms where your Dream 100 audience spends their time. 6. Track Engagement & Optimize Monitor email open rates, click-through rates, SMS replies, and other metrics to gauge interest. Use HighLevel’s analytics dashboard to refine your approach and improve engagement. 7. Close the Deal with HighLevel’s Sales Tools Utilize HighLevel’s built-in pipeline management features to track your progress and close deals. Schedule meetings, handle follow-ups, and move your Dream 100 contacts through a structured sales process. Key Benefits of Using HighLevel for the Dream 100 Strategy All-In-One Platform: No need to juggle multiple tools; everything you need is under one roof. Automation: HighLevel’s automation tools make sure your messages reach your Dream 100 without manual effort. Personalization: Tailored messaging through HighLevel’s CRM enhances relationship-building. Data-Driven Optimization: Use HighLevel’s reporting features to continuously refine your campaigns. Direct Mail Coordination: HighLevel’s data management ensures seamless coordination with third-party mailing services. Conclusion HighLevel software provides all the tools you need to successfully execute your Dream 100 strategy, from organizing your contact list to automating outreach and tracking engagement. By leveraging HighLevel’s capabilities, you can streamline your marketing efforts, build stronger relationships, and ultimately, turn your Dream 100 into your dream clients. Ready to see how HighLevel can transform your Dream 100 marketing? Book a Discovery Call with Julian and let’s get your campaign started! Learn more about the features of HighLevel from my HighLevel agency site – MarketerM8.com
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Need Help with HighLevel Emails? I Can Help You Get It Right

If you’re searching for help to send emails using HighLevel, you’re not alone. I recently worked with a client of MarketerM8.com (my HighLevel agency) who was struggling to understand how to send emails effectively with HighLevel. They were confused about the difference between using email campaigns and workflows, and how to set up and use email templates properly. That’s where I stepped in. HighLevel Email Campaigns vs. Workflows: What’s the Difference? One of the most common sources of confusion is understanding when to use an email campaign versus a workflow. Email campaigns are perfect for one-off broadcasts—like newsletters or special promotions—where you want to reach a list of contacts at once. However, they lack the automation features needed for ongoing sequences. On the other hand, workflows are powerful automation tools that allow you to send targeted emails based on user actions or conditions. Whether it’s a welcome sequence, follow-up series, or re-engagement campaign, workflows provide far more control over timing and triggers. I helped my client understand how to structure their marketing by using campaigns for broadcasts and workflows for automated sequences. This approach allowed them to engage their audience more effectively while saving time. Setting Up and Using Email Templates Effectively Another challenge my client faced was understanding how to set up and use email templates. They wanted to create consistent, branded messages without having to start from scratch every time. I guided them through creating templates, saving them for reuse, and integrating them within both campaigns and workflows. HighLevel’s email template feature allows you to design and save professional-looking emails that can be quickly inserted into campaigns or workflows. I showed them how to customise templates with dynamic content, making their emails more personal and effective. Tracking Email Performance and Making Improvements Sending emails is one thing; making sure they work is another. I taught my client how to monitor open rates, click-through rates, and other important metrics using HighLevel’s reporting tools. With these insights, they were able to optimise their emails for better engagement. Need Help Sending Emails with HighLevel? If you’re struggling to send emails with HighLevel—whether it’s understanding campaigns vs. workflows, setting up templates, or tracking performance—I can help. Getting your email marketing right is crucial to your success. Book a discovery call with me today, and let’s get your HighLevel email setup working for you! For official HighLevel help, visit their support page: HighLevel Help Center.
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Blog

How to Send a Video Message to Contacts Through the HighLevel Mobile App

How HighLevel Can Help You Implement the Dream 100 Strategy

Need Help with HighLevel Emails? I Can Help You Get It Right

Setting Up a Website in HighLevel: How I Helped a Client Overcome Their Struggles

ChatGPT – Your Secret Travel Companion

Which Is the Best Way to Set Up Your HighLevel Marketing System? Do It Yourself, Done With You, or Done For You?

How to Migrate from Zoho to HighLevel: A Step-by-Step Guide

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

John saves $900/mo by moving to HighLevel

The Secret to Getting More Leads: How to Create a Lead Magnet That Pulls in Customers

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

Wow! Just Read: Sell Like Crazy – Sabri Suby

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

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

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