🎓 HighLevel Live Training Workshop #12 : Advanced Marketing Training

Once you understand the basics of HighLevel, the next challenge is usually not learning another feature.

It’s working out how to use HighLevel to solve real marketing problems.

That’s the focus of our free Advanced HighLevel Marketing Training Workshop.

This is deliberately different from our earlier workshops.

Rather than simply working through another part of the software, we’ll look at more advanced marketing ideas and then spend a substantial part of the session working through real HighLevel marketing challenges brought by attendees.

So if you’ve got a campaign, workflow or marketing problem you’re trying to solve, this is the workshop to bring it to.

This workshop is part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops.

What Makes This HighLevel Workshop Different?

Most of our HighLevel workshops concentrate on a specific part of the platform.

This one is different.

The Advanced Marketing workshop is designed for people who already understand the basics and now want to use HighLevel more strategically.

We’ll look at some more advanced marketing ideas, but the real value comes from applying them to actual business problems.

That means less:

“Here’s another HighLevel feature.”

And more:

“Here’s the marketing problem. How should we solve it?”

The Advanced HighLevel Marketing Hotseat

The hotseat is a major part of this workshop.

You can bring a real HighLevel marketing challenge and we’ll work through it together live.

For example, you might be struggling with:

• a workflow that’s becoming too complicated;
• prospects who aren’t being followed up properly;
• old leads sitting unused in your database;
• how to combine email, SMS or WhatsApp;
• how to generate more reviews or referrals;
• how to capture social media enquiries properly;
• or how to turn a marketing idea into a practical HighLevel system.

We can look at the problem, map the customer journey and discuss how HighLevel could be used to improve it.

Start With the Marketing Problem, Not the Workflow Builder

One of the most useful advanced HighLevel habits is learning to stop building before you’ve thought.

It’s very easy to open the Workflow Builder and immediately start adding triggers, delays, branches and actions.

Before long, you’ve created something complicated without being completely clear what it’s supposed to achieve.

Instead, start by mapping the journey.

Once those questions are clear, building the automation becomes much easier.

Advanced Doesn’t Have to Mean Complicated

A sophisticated HighLevel system does not need to contain enormous workflows with dozens of branches.

Often, the best advanced marketing systems are actually easier to understand because they’ve been properly thought through.

The goal is to create something that:

• solves the marketing problem;
• uses the right communication at the right time;
• removes repetitive work;
• hands over to a human when appropriate;
• and can still be understood six months later.

Multi-Channel Marketing With HighLevel

One of the areas we’ll explore is how to combine different communication channels.

Depending on your business, that might include:

• email;
• SMS;
• WhatsApp;
• and human sales follow-up.

The objective isn’t to send the same message through every channel.

It’s to decide which channel makes the most sense at each point in the customer journey.

For example:

Reactivating Old Prospects and Customers

Advanced marketing isn’t always about generating more new leads.

Sometimes there are already valuable opportunities sitting inside your database.

That might include:

• old enquiries;
• quotes that didn’t proceed;
• past customers;
• inactive clients;
• or prospects who simply weren’t ready at the time.

We’ll look at how HighLevel can be used to create sensible reactivation and long-term follow-up campaigns.

Before spending more money finding new prospects, it can be worth asking:

“Who already knows us but hasn’t bought recently?”

Reviews and Referrals

Two other areas we explore are reviews and referrals.

Many businesses leave both to chance.

A customer has a great experience, but nobody asks them for a review.

A happy client would happily recommend the business, but nobody asks.

HighLevel can help make both processes more systematic.

We’ll look at MarketerM8’s AI Reviews and AI Referrals campaigns and how they can form part of a wider customer journey.

Capturing Social Media Leads

Social media enquiries can easily disappear inside individual inboxes and messaging platforms.

We’ll also look at our Inbound Social Media Contact Capture process.

The objective is simple.

When somebody becomes a genuine prospect through social media, they should ideally become part of the CRM and sales process rather than remain hidden in a social inbox.

Using MarketerM8 Snapshots

We’ll demonstrate several MarketerM8 campaign snapshots during the workshop, including:

• Evergreen Prospects;
• AI Reviews;
• AI Referrals;
• and Inbound Social Media Contact Capture.

But the important thing isn’t simply importing a snapshot.

You need to understand what it does, who should enter it, when somebody should leave it and how it fits with the rest of your HighLevel setup.

Don’t Deploy Automation Blindly

Whether you’re using a snapshot or building from scratch, always understand the journey before switching it on.

Ask:

• Who enters this automation?
• What are they going to receive?
• What stops the automation?
• Does it conflict with anything else?
• When should somebody on the team take over?

Advanced marketing is as much about avoiding bad automation as creating clever automation.

Advanced HighLevel Marketing Training Backed by Real Marketing Experience

This workshop is where my wider marketing background becomes particularly useful.

I’ve worked hands-on in direct marketing since 1996 and with CRM and marketing automation since 2009.

Since 2009, I’ve helped hundreds of businesses improve, automate and systemise their marketing.

I’m also a Certified Entrepreneurs Circle Marketing Coach.

Through my own HighLevel agency, MarketerM8, I’ve personally onboarded more than 100 HighLevel users.

So when somebody brings a marketing problem to the hotseat, I’m not simply asking:

“Which HighLevel feature can we use?”

I’m asking:

• What is actually going wrong?
• What should the customer journey look like?
• Where are leads being lost?
• What should be automated?
• What should stay human?
• And what is the simplest practical solution?

What Will You Learn in the Advanced HighLevel Marketing Workshop?

The exact workshop can vary because part of the session is driven by the challenges attendees bring with them.

Core areas include:

• planning advanced marketing journeys;
• simplifying complicated workflows;
• multi-channel email, SMS and WhatsApp marketing;
• reactivating old prospects and customers;
• review and referral campaigns;
• social media lead capture;
• using MarketerM8 snapshots;
• and live HighLevel marketing hotseats.

The objective isn’t to cover as many HighLevel features as possible.

It’s to help you solve better marketing problems with HighLevel.

Who Is This Workshop For?

This workshop is best suited to people who already understand the basic HighLevel concepts.

You don’t need to be a technical expert, but you should ideally be familiar with things such as:

• contacts;
• workflows;
• email and SMS;
• pipelines;
• and the general structure of a HighLevel account.

If you’re completely new to HighLevel, start with our HighLevel Foundations workshop.

Our Automation & Workflows workshop is also useful preparation.

Do I Need to Be a MarketerM8 Customer?

No.

You don’t need to be a MarketerM8 subscriber to attend our free live HighLevel training workshops.

You can attend whether you use MarketerM8, another HighLevel provider or are simply exploring what the platform can do.

Frequently Asked Questions About Advanced HighLevel Marketing Training

What Is Advanced HighLevel Marketing?

It means moving beyond individual HighLevel features and thinking about how your CRM, workflows and communication channels work together to solve real marketing problems.

What Is the HighLevel Marketing Hotseat?

The hotseat is an interactive part of the workshop where attendees can bring a real HighLevel marketing challenge for discussion.

We can look at the problem, map the journey and explore practical ways of solving it using HighLevel.

Can I Bring My Own Workflow to the Workshop?

Yes.

If you’re struggling with a workflow or campaign, the hotseat is an ideal opportunity to discuss it.

Can I Bring a Marketing Problem Even If I Haven’t Built the Workflow Yet?

Absolutely.

In many cases that’s actually better.

We can think about the customer journey first and then decide what should be built in HighLevel.

Does the Workshop Cover WhatsApp and SMS?

Yes.

We look at how SMS and WhatsApp can be used as part of a wider customer journey rather than simply as standalone communication channels.

Does the Workshop Cover Reactivation?

Yes.

We look at how old leads, previous prospects and past customers can potentially be brought back into appropriate marketing campaigns.

Does the Workshop Cover Reviews and Referrals?

Yes.

We’ll look at MarketerM8’s AI Reviews and AI Referrals campaigns and how they can form part of the wider customer journey.

What Is a HighLevel Snapshot?

A snapshot is a reusable package of HighLevel configuration that can include workflows and other assets.

Snapshots can save build time, but they still need to be understood and configured properly for the individual business.

Do I Need to Be an Advanced HighLevel User?

No.

You don’t need to be a technical expert, but the workshop is aimed at people who already understand the basic concepts of HighLevel.

Is the Advanced HighLevel Marketing Workshop Free?

Yes.

The workshop is part of MarketerM8’s free live HighLevel training programme.

Do I Need to Be a MarketerM8 Customer?

No.

You can attend the workshop without being a MarketerM8 subscriber.

Bring Your HighLevel Marketing Challenge

This workshop isn’t about showing you another twenty features.

It’s about taking what HighLevel can already do and applying it to real marketing problems.

So bring your:

• workflow;
• campaign;
• customer journey;
• reactivation idea;
• follow-up problem;
• review or referral challenge;
• or the HighLevel setup that simply isn’t working the way you want it to.

We’ll explore how to make it better.