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This guide will walk you through, step-by-step, creating and configuring a new client location within your HighLevel agency account. This guide is an accompaniment to the "Onboarding"
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Setup New Client Locations in HighLevel With Confidence.
We highly recommend that you copy the steps within this guide into a task-list template within your favorite project management solution so that each time you need to on-board a new client (or create a new campaign with a dierent oer), you can generate the list of tasks below and check them o as you complete them.
Visit Onboarding video 2 here:
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STEPS FROM ONBOARDING VIDEO 2
Creating And Configuring A New Location
Create Account
Click “Add Account” button
Enter/Find client (or add manually if you can’t find them)
Select “Onboarding - Claim/Booking” snapshot from Snapshots dropdown
Fill out client info
Save
Configure General Settings Tab:
Switch into new client account (Switch To An Account Dropdown at top)
Settings > Company tab
Add Company Logo
Set company email
Confirm time zone is correct
Setup Twilio Phone Number:
Settings > Phone Number Tab > Add Number
Create New Number
Be sure to enter/save the “call forwarding number” (the main office number)
Turn on call recording and call recording notification message.
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Visit Onboarding video 3 here:
STEPS FROM ONBOARDING VIDEO 3
Building A Funnel
To best learn how to build funnels, refer to our YouTube video titled: "HighLevel On-Boarding Series - Video 3 (Funnel Building!)"
Visit Onboarding video 4 here:
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STEPS FROM ONBOARDING VIDEO 4
Update Custom Values by going to Settings > Custom Values and clicking the pencil icon next to each custom value
Twilio Number > Enter new Twilio Number
Claim Thank You Page > Enter Claim Thank You Page url
Oer Name > Enter the name of their promotion
Booking Thank You Page > Enter the url of the booking page (2nd page in funnel)
From Email > Enter the email address that should be shown as the “from” address (usually contact@yourclient.com)
Notications Email For Client > Enter the email address of your client that notications should go to
Twilio Number In link Form > Replace the 5s in the following example with the Twilio number (tel:+15555555555)
Logo Link for long term nurture > Enter the url for your client’s logo
Your App URL > enter the url where clients log into your HighLevel app
Setup Mailgun
Agency Account > Settings > Mailgun
Copy main API key at top and paste in client eld (be sure to hit return then click save button that appears)
Select the sub-domain you setup from the dropdown in the domains column for this account
Review Pipeline Stages
Settings > Pipeline > Edit the name of your Pipeline
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Setup campaign A) YOUR OFFER Claim Nurture:
Client account > Marketing > Campaigns > select A) YOUR OFFER
Claim Nurture > Conguration dropdown > set From email address > enter Client Business Name in from name eld and review other settings
Update Email Titles
Review the timing of each item
Update placeholders in voicemail script, record & upload file
Be sure that the campaign is published (not draft mode)!
STEPS FROM ONBOARDING VIDEO 5
Activating & Configuring The Rest Of The Campaigns & Triggers
Activate Trigger #1 (YOUR OFFER FORM Claim - Add to YOUR OFFER Claim Nurture - Create Opportunity in New Lead stage - Notify Client):
Review & Activate
Activate Trigger #2 (YOUR OFFER Claim Nurture Reply - Move opportunity to Hot Lead stage - Notify Client):
Review & Activate
Setup the Review Request Outreach Email:
Settings > Email Tab
Set Positive Answer: Leave A Review
Set review link: https://search.google.com/local/writereview? placeid=PASTEHERE (replace PASTEHERE with client’s ID).
ID Finder: https://developers.google.com/places/place-id
Copy link so you have it handy for the next step
Save!
Setup the Review Request Outreach Text Message:
Settings > SMS Tab
Paste review link from previous step
Save!
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Setup the Review Request Outreach Timing:
Settings > Customize Communications tab. Set Email to 'immediately' and SMS to ‘After 1 Hour’
Congure campaign B) No Show Nurture:
Client account > Marketing > Campaigns > select B) Now Show Nurture campaign > Conguration dropdown > set From email address > enter Client Business Name in from name eld > Save!
Review each item in the sequence and their timing
Activate Campaign
Edit Booking Request Calendar Settings:
Settings > Calendars > Booking Request > Pencil Icon
Set notification Email
If client has a Google Calendar > Create a user for them, have client login and go to Settings > Integrations > Connect their Google account then go to Settings > Calendar Tab > Open Free Consults calendar and configure
Set the BOOKING Thank You Page URL in "Thank You Redirect URL" field
Save!
Activate Trigger #3 (Appointment Status is No Show - Add to No Show Nurture Campaign):
Review & Activate
Activate Trigger #4 (No Show Nurture reply - Move to Hot Leads in YOUR PROMOTION Pipeline - Notify Client):
Review & Activate
Activate Trigger #5 (No booking & no reply in A) YOUR OFFER Claim Nurture - Tag - Change status to Abandoned):
Review & Activate
Activate campaign C) Not Yet Ready:
Client account > Marketing > Campaigns > select C) Not Yet Ready campaign > Configuration dropdown > set From email address > enter Client Business Name in from name eld > Save!
Make sure it’s Active!
Marketing > Campaigns > A) Core campaign > Cong dropdown >
Next Campaign dropdown > Select Not Yet Ready > Save
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Activate campaign D) Booking Requested Reply
Marketing > Campaigns > select D) Booking Requested Reply campaign > Conguration dropdown > set From email address > enter Client Business Name in from name eld > Save
Review & Activate
Activate Trigger #6 (New Booking Request - Move to Booking Requested pipeline stage - Notify Client)
Review & Activate
Activate campaign E) Appointment Reminders
Marketing > Campaigns > select E) Appointment Reminders campaign > Congfiuration dropdown > set From email address > enter Client Business Name in from name eld > Save
Turn off "Stop On Reply"
Review all items
Activate
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Activate Trigger #7 (Appointment Status Conrmed - Add to Appointment Reminders campaign)
Review & Activate
Visit full onboarding series now on the link below and get started.
Great job!
Your client location is now setup and configured to generate leads into the CRM, turn them into new opportunities in the Opportunities Pipeline, nurture them into appointment requests, and notify your client each time they need to take action.
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