There are devices for email. Devices for landing pages. Tools for CRMs. Tools to track leads, publication appointments, run automations, send out texts, construct sites … you get the idea GoHighLevel For Financial Advisors.
Yet suppose you didn’t need all those various tools? Suppose one platform could do (nearly) every little thing?
Enter GoHighLevel– or just HighLevel, as the majority of us call it. If you’re running a digital agency, training business, or truthfully any kind of service-based business, this could be the trump card you’ve been seeking.
So, is HighLevel all hype, or actually worth your time?
Let’s dive in. You’re gon na wish to read this.
You’ve Obtained a Million Equipment. HighLevel Says You Only Required One
If you’ve ever before Frankenstein-ed your service with a loads various systems– ClickFunnels for funnels, Calendly for reservation, ActiveCampaign for email, Pipedrive for CRM, and Stripe for repayments– you currently understand the discomfort.
That arrangement? Clunky. Expensive. Complicated.
HighLevel fixes that. It packages every little thing you need to obtain leads, convert them, support them, and earn money– in one dashboard.
Right here’s a taste of what you can do inside HighLevel:
- Develop complete internet sites and funnels
- Send automated e-mails and SMS
- Produce calendars and publication visits
- Nurture leads with workflows
- Track every communication with your CRM
- Manage reputation (hi, review requests!).
- Accept settlements.
- Introduce social media sites campaigns.
And yep– there’s more. Yet even if you just use 20% of what it uses, you’re already in advance.
However … It’s Not All Rainbows and Magic
Let’s obtain something right: HighLevel has a learning contour. Like, a high one if you simply dive in without a plan.
You’re gon na visit the very first time and think, “Uhhh … where do I even begin?”.
I did. And trust me, I’ve seen a lot of platforms.
However below’s the key: education. HighLevel has loads of it– free courses, a buzzing Facebook group, YouTube tutorials, even pre-built snapshots to get you going fast. Utilize them.
If you enter blind, you’ll most likely obtain overwhelmed and bounce. Yet if you start with a walkthrough or training? It’s an absolutely different experience.
Why Agencies (Specifically Brand-new Ones) Love HighLevel
Let me repaint you an image.
You’re a solopreneur, just getting your digital marketing company off the ground. Perhaps you’ve obtained a couple of customers, maybe just one. You’re doing outreach by hand, constructing landing pages in Canva, making use of Gmail to follow up, tracking leads in a spreadsheet. Audio acquainted?
That was me in 2019. Barely making $4K/month, juggling a mess of tools. Fast forward to currently: my agency brings in over $75 million a year in client revenue. Wild, right?
What transformed? Truthfully– obtaining the best systems in position. And HighLevel was a substantial part of that shift.
Right here’s why it functions so well for agencies:
- Client onboarding? Automated
- Lead tracking? Constructed in
- Pipeline monitoring? Easy GoHighLevel For Financial Advisors
- Email/SMS follow-ups? Hands-free
- Customer reporting? Fully customizable
You can even white-label it and resell it to your clients. That’s right– established them up with their very own mini-CRM and charge recurring costs. Hey there, MRR!
The Game-Changer: Database Awakening Campaigns
Let me share a little secret sauce.
You know how most organizations remain on enormous listings of chilly leads or previous clients and just … never ever do anything with them?
HighLevel lets you revitalize that goldmine with a couple of clicks. Seriously.
We run something called a data source awakening campaign. It’s simply a wise little automation that sends out texts, e-mails, and voicemails to old leads with a strong deal. Something like:.
” Hey! Simply intended to sign in– are you still searching for [service] Obtained a special offer today. Let me recognize if you want the information.”.
Simple, right? However insane efficient. We have actually assisted clients make $20K+ in earnings from campaigns that take less than thirty minutes to set up.
Picture the look on your client’s face when you do that for them in week one.
Automations That Really Job (No Coding Needed)
You’ve probably heard the phrase “set it and forget it.” Well, with HighLevel’s automation builder, that’s not simply marketing fluff.
Image this:
- A lead submits a form on your web site.
- They quickly get a verification email and a message.
- They’re added to your sales pipeline.
- A suggestion obtains sent out in the past your phone call.
- If they do not appear, they get a follow-up email the next day.
All that? Totally automated. No Zapier, no air duct tape, no tension.
HighLevel’s automation builder is visual and intuitive. If you can drag and go down, you can build powerful series that nurture baits autopilot.
Let’s Talk About the CRM (Because It’s Really Good)
You recognize exactly how some CRMs are just … there? Like, they track leads but do not do a lot?
HighLevel’s CRM is like your best assistant– monitoring, segmenting, marking, automating, reminding … it does not just hold data; it uses it.
Below’s what you get:
- Personalized pipelines (tailored to your precise sales process).
- Lead racking up and tagging.
- Full lead history (you see every email, SMS, kind, or funnel they touched).
- Easy integration with Stripe, Calendly, Facebook, Google, you call it.
- Real-time reporting so you can identify what’s working– and what’s not.
This isn’t a CRM that accumulates dust. It’s one you’ll really utilize daily.
HighLevel Pricing: Is It Worth It?
Short answer? Yep.
There are 2 major plans:
- Starter ($ 97/month)– Full platform for a solitary organization.
- Agency Unlimited ($ 297/month)– Run unlimited accounts (and white-label it!).
Even if you’re simply starting, the $97 plan is a take. And if you have (or want) multiple customers? The $297 plan spends for itself with just one reoccuring client arrangement.
Let’s be honest– how much are you spending for ClickFunnels + ActiveCampaign + Calendly + CallRail + SurveyMonkey + Hootsuite? Add it up. It’s most likely way more than $297/month. And it’s nowhere near as seamless.
Free Trials & Education And Learning GoHighLevel For Financial Advisors
One of my preferred components? You can try it out 100% totally free for 14 or even one month (depending upon the coupon). No charge card migraines. Just enter, discover, and see what sticks.
And keep in mind– you do not need to pay for training like I did in the past. HighLevel’s cost-free education and learning is honestly top-tier. There are step-by-step overviews, templates, live trainings, and a community that really answers inquiries.
There are even “snapshots” you can import to obtain full campaigns, pipelines, automations, and funnels already built out for you. Huge time saver.
So … Is GoHighLevel Right for You?
If you have actually read this far, I’m presuming you go to the very least a little interested. So below’s the deal:
- If you’re a digital marketing professional, firm owner, or company …
- If you’re juggling a lot of devices …
- If you’re tired of leads sliding through the cracks …
- If you want real automation that actually relocates the needle …
Then yes– HighLevel deserves a shot. It’s not best (nothing is), yet it’s unbelievably powerful once you figure it out.
Simply ensure to lean right into the training. Offer on your own a week or two to play around. Possibly begin with one campaign. Then another. Prior to you know it, you’ll question exactly how you ran your company without it.
Last Ideas
Look– your time is important. Therefore is your sanity.
Duke it outing 6 systems just to send out an e-mail or publication a call? That’s a waste. You have actually improved things to do. Like really expanding your service.
HighLevel isn’t magic. However it really feels rather close once you get rolling.
So go ahead– take it for a spin. Kick the tires. Build something. See exactly how it feels.
You could simply find that it’s the device you really did not recognize you were missing out on.
Start your free trial today– and prepare to streamline every little thing.