sales pipeline

Setting Up HighLevel Sales Pipeline and Opportunities: Helping a Client Boost Their Sales Process

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If you’re searching for help with HighLevel sales pipeline and opportunities, you’re not alone. I recently worked with a client of MarketerM8.com (my HighLevel agency) who needed guidance on building a structured sales pipeline to track leads and close deals more effectively. Previously they were subscribing to Pipedrive, but they had heard about HighLevel’s powerful CRM tools but felt overwhelmed...
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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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Why You Need a Knowledge Centre and How to Set It Up

In today’s hyper-competitive digital landscape, the way we engage with prospects and clients has fundamentally shifted. They want answers, and they want them now. If they can’t find what they’re looking for on your website, they’ll simply click away to your competitors. That’s where a well-structured Knowledge Centre comes in. Inspired by Marcus Sheridan’s brilliant framework in They Ask, You Answer (Read my review here), let’s break down why you need a Knowledge Centre and how you can go about setting it up. Why You Need a Knowledge Centre The core idea of They Ask, You Answer is simple but powerful: Anticipate your audience’s questions and answer them better than anyone else. When you do this effectively, you build trust, authority, and drive more qualified traffic to your website. A Knowledge Centre serves as the backbone of this approach. Here’s why: Builds Authority and Trust: When you openly address the most pressing questions your audience has, you position yourself as a trusted expert in your field. Improves SEO Performance: Regularly publishing high-quality, informative content that answers questions directly boosts your visibility on search engines. Enhances User Experience: When visitors can easily find the information they need, they are more likely to engage with your business, rather than bouncing off your site in frustration. Streamlines Sales Conversations: By providing answers upfront, your sales team spends less time educating prospects and more time closing qualified leads. How to Set Up Your Knowledge Centre Setting up a Knowledge Centre may sound daunting, but with the right approach, it’s entirely achievable. Here’s a step-by-step guide: Step 1: Identify Your Audience’s Questions Use tools like Google’s People Also Ask, forums, competitor research, and – most importantly – your own sales and support teams. What are the most common questions prospects and clients ask? List them out. Step 2: Categorise Your Content Group questions into categories that make sense for your business. For example, if you’re a HighLevel consultant, you might create categories like “Setup Guides”, “Automation Tips”, “Integrations”, and “Troubleshooting”. Step 3: Create High-Quality Content For each question, create detailed, honest, and helpful content. Don’t shy away from talking about cost, potential issues, or even comparing yourself to competitors. Transparency builds credibility. Step 4: Structure Your Knowledge Centre Create a dedicated Knowledge Centre page on your website, with categories neatly laid out for easy navigation. Think of it as a library where users can quickly find answers. Step 5: Optimise for Search Engines Apply SEO best practices to each piece of content. Make sure your titles are clear, use keywords naturally, and structure your content to be easily scannable. Step 6: Regularly Update and Expand The beauty of a Knowledge Centre is that it’s never truly finished. Continuously add new content based on evolving audience questions and feedback. The Tools You’ll Need Content Management System (CMS): WordPress, HighLevel, or HubSpot. SEO Tools: Ahrefs, SEMrush, or even Google Analytics. Knowledge Base Platforms: If you want a more structured setup, tools like Help Scout or Zendesk can be valuable. Final Thoughts A well-built Knowledge Centre is a content marketing powerhouse. It drives traffic, builds authority, and turns your website into the ultimate resource for your audience. And the best part? Once set up, it continues to work for you around the clock. If you haven’t read They Ask, You Answer yet, you can grab a copy from Amazon here. If you’re ready to elevate your marketing game with a robust Knowledge Centre or want some expert guidance, book a Discovery Call with Julian here.
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How to Transform Customer Service with WhatsApp & HighLevel Together

If you’re using WhatsApp Business installed on a single mobile phone for customer service with WhatsApp you’re likely well aware of its limitations. While it’s a convenient tool for small-scale operations, it quickly becomes unmanageable as your business grows and more team members need access. But here’s the game-changer: Integrating WhatsApp Business API with HighLevel for Customer Service with WhatsApp. This powerful combination eliminates the limitations of a single-device setup, providing your team with a streamlined, highly effective way to manage customer interactions. Even better, staff members can access WhatsApp messages via the HighLevel mobile app, ensuring your business never misses a beat. Why the Single-Phone WhatsApp Business Setup Fails Your Business Limited Accessibility When WhatsApp Business is locked to a single mobile phone, your customer communication is shackled. Single-device dependency: Only one person can handle messages at a time. No collaboration: Staff can’t share conversations or seamlessly pass inquiries to the right person. Service interruptions: If the phone is lost, damaged, or switched off, your entire customer service function grinds to a halt. Lack of Scalability If you’re using a single mobile phone, you’re missing out on: Multi-user management: The ability to delegate tasks to the right team members. Automated workflows: Efficient processes to handle repetitive queries and routine tasks. Cross-device collaboration: Without the HighLevel mobile app, you can’t distribute messages to different staff members. Zero CRM Integration This is where your business is truly held back. When you operate from a single phone: All interactions are stuck on one device. Conversations aren’t logged in your CRM, making follow-ups a guessing game. There’s no way to monitor customer interactions over time, leaving you with no historical context or actionable insights. Inconsistent Customer Experience Responses are often delayed because messages have to be handled manually. Customers may receive confusing or conflicting messages if different staff members share the phone. You’re always reacting, never proactively managing customer journeys. How HighLevel Transforms Your WhatsApp Customer Service Now, let’s examine how connecting WhatsApp Business API with HighLevel solves all these problems in one go. Multi-User Accessibility via the HighLevel Mobile App Forget about single-device limitations. By integrating WhatsApp Business API with HighLevel: Your team can access WhatsApp messages through the HighLevel mobile app, empowering staff members to respond to inquiries from their own devices, wherever they are. Messages are displayed on a unified dashboard, ensuring that no conversation falls through the cracks. Conversations can be seamlessly assigned to the right team member or department for immediate attention. Scalability & Automation HighLevel offers a fully scalable solution: Automated Workflows: Send instant replies, book appointments, or segment customers based on their queries. Smart Routing: Automatically direct conversations to the most appropriate staff member based on predefined triggers. Seamless Handoffs: Combine automated messages with live responses for a professional, polished customer experience. Integrated CRM & Data Logging With HighLevel, every customer interaction is stored and accessible through its powerful CRM: View entire conversation histories at a glance. Build detailed customer profiles that improve service quality. Generate insights to refine your communication strategy. Consistent, Professional Customer Experience From automated messages to smart routing, HighLevel enables your team to provide a smooth, engaging customer experience. And when combined with the mobile app, your staff can respond promptly and accurately, regardless of where they are. Single-Phone WhatsApp vs. HighLevel Integration: The Ultimate Comparison Feature WhatsApp Business (Single Phone) WhatsApp Business + HighLevel Access Control Single-device access Multi-user access via HighLevel mobile app & dashboard CRM Integration None Automatic logging and CRM integration Message Logging Limited to one phone Secure cloud storage accessible from any device Automation Capabilities Basic (quick replies only) Comprehensive workflows and automation Scalability None Scalable for teams of any size Customer Experience Inconsistent, reactive Consistent, proactive, and responsive Security & Backup Phone-dependent, high risk Secure, cloud-based storage Collaboration Non-existent Complete collaboration across team members How to Integrate WhatsApp Business API with HighLevel Step 1: Obtain WhatsApp Business API Access Apply through a WhatsApp Business Solution Provider (BSP). Get your WhatsApp Business API account approved. Step 2: Connect HighLevel to WhatsApp Log into HighLevel and go to ‘Settings’ > ‘Integrations’ > ‘WhatsApp’. Follow the prompts to authenticate your WhatsApp Business API and provide necessary permissions. Step 3: Enable Mobile App Access Download the HighLevel mobile app from your app store. Log in and grant appropriate access to your team members, allowing them to manage conversations from their devices. Step 4: Build Effective Workflows Use HighLevel’s workflow builder to automate replies, route conversations, and assign tasks. Step 5: Monitor & Improve Continuously measure and improve your customer service strategy using HighLevel’s analytics tools. Why This Integration Is a Game-Changer Moving from a basic single-phone setup to a HighLevel-powered API solution for Customer Service with WhatsApp changes everything: Team-wide Access: Staff members can handle messages via the HighLevel mobile app, providing true collaboration. Complete CRM Integration: All conversations are logged, stored, and available for future reference. Enhanced Professionalism: Faster response times, automated workflows, and consistent service delivery. It’s time to leave outdated single-device setups behind and adopt a modern, scalable approach to customer service. Ready to Revolutionize Your WhatsApp Customer Service? Take your business to the next level by integrating WhatsApp Business API with HighLevel. To see how this powerful solution can work for you, Book a Discovery Call with Julian. Check out HighLevel with the MarketerM8 agency.
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How to Send a Personal 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 personal 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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sales pipeline

Setting Up HighLevel Sales Pipeline and Opportunities: Helping a Client Boost Their Sales Process

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