Inspiring books I’ve read

Selling to Serve – James Asford – GoProposal

Posted on by

james ashford selling to serve goproposal

I have just read Selling to Serve by James Ashford of GoProposal. I must say from the outset that I am not an accountant, but I have worked with a fair few over the years. I can see that the tactics and strategies outlined by James could be universally applied to most businesses. But the book does an excellent job to ensure the tactics and strategies resonate with accountancy practice owners. ...
Read More

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

Posted on by

Have you had a chance to read "They Ask, You Answer" by Marcus Sheridan yet? If you are conducting marketing for a small business then this is a must-read for you! This book provides a view of blogging, content marketing and SEO that non-techie, business owners can understand and implement. The book is full of real-life examples and Marcus uses the resurrection and growth of his struggli...
Read More

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

Posted on by

This is a fantastic book for any marketer. But it is real inspiration for anyone looking to automate their marketing with Keap / Infusionsoft. There are 49 multi-step proven and tested campaigns in the book that every marketer can take lessons from. What I found very useful was that this book is not just about online marketing - sending emails, Facebook ads etc. But real-world tangible marketin...
Read More

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

Posted on by

If you are looking to get the most sales from your website then you need to read this book, Making Websites Win from Conversion Rate Experts. It is full of actionable learnings on how to go about scientifically optimising not just your website but all aspects of your business. I am grateful to Nigel Botterill from The Entrepreneurs Circle for recommending that I read this book. The amazi...
Read More

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

Posted on by

I read "The Ultimate Sales Machine" by Chet Holmes after a client recommended it. Have you read it? For instance, I learnt that only 10% of people will proactively learn and enjoy doing so? 90% will only do so when they have to as part of their job. That is what sorts the best from the rest. A main theme throughout the book is the need for "Pig headed determination" to bring about change. An...
Read More

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

Posted on by

Duct Tape Marketing is a great book for the small business owner and marketer without being full of marketing speak and jargon. Full of practical steps that a marketer can take to move the business forward. Here are the top tips that I took from Duct Tape Marketing :- Chapter 13, 'Ramp Up a Systematic Referral Machine'. My eyes lit up when the title of the chapter mentioned "Machine". Th...
Read More

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

Posted on by

Do you worry that your business will collapse without your constant presence? Are you sacrificing your family, friendships, and freedom to keep your business alive? What if instead, your business could run itself, freeing you to do what you love when you want, while it continues to grow and turn a profit? It's possible This super book goes hand in hand with the book Work The System (See post ...
Read More

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

Posted on by

This weekend I read the excellent book 'Way of the Wolf' by Jordan Belfort. In this book, he outlines his Straight Line Selling methodology. This is fantastic training if you are a salesperson or manage a sales team - definitely worth a read. But what struck me was the way that the Straight Line Selling methodology could be applied to Keap / Infusionsoft marketing campaigns using the Keap / Inf...
Read More

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

Posted on by

Here are my top 10 marketing business books for entrepreneurs (PDF download). Now, these books will only resonate with you if you own or work in a small entrepreneurial business where generating sales is key. If you are looking for academic marketing books or you work in corporate marketing then these will not be for you. There is just a brief explanation of the value I received each time I read t...
Read More

‘Work the System’ by Sam Carpenter

Posted on by

This book I found really thought-provoking and actionable. With Keap / Infusionsoft we systemise the marketing activity, and even subsequent internal processes can be automated. But what this book highlighted to me is that even in a business where Keap / Infusionsoft is brilliantly executed if it is surrounded by disorganised systems then the business will never fully achieve its potential. For...
Read More

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.
Read more...
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.
Read more...
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.
Read more...

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
Read more...
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.
Read more...
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.
Read more...

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!