HighLevel < HighLevel

What Would Steven Bartlett Think of HighLevel CRM (CRM & Marketing Automation Software)?

Disclaimer: This article is not affiliated with or endorsed by Steven Bartlett. It is a commentary piece that draws inspiration from publicly shared insights and interviews. All views are speculative and intended to explore how Steven’s business philosophies align with tools like HighLevel CRM.

Steven Bartlett, entrepreneur, investor, and host of The Diary of a CEO, is known for his sharp insights into business, marketing, and the future of entrepreneurship. Though he’s not officially connected to HighLevel software, his views on building scalable, customer-centric businesses align remarkably well with what HighLevel empowers entrepreneurs and marketers to achieve.

So, if Steven Bartlett were to adopt a CRM platform to scale a modern marketing agency or digital-first business—what would he think of HighLevel?

Obsession with Efficiency and Scale

Steven often talks about how the smartest entrepreneurs don’t just work harder—they build better systems. Whether it’s his take on delegation or investing in software that multiplies output, he’s all about reducing friction in business processes.

HighLevel CRM does exactly that. It’s not just a customer relationship manager—it’s an all-in-one platform that brings together email marketing, social media, communities, ad management (Facebook & Google), SMS, WhatsApp, sales funnels, landing pages, online courses, reputation management, automations, and more.

If your team is juggling five or six different tools, Steven would probably ask: “Why haven’t you simplified yet?”

The Shopify Example—and Why Integration Matters

Steven has openly promoted Shopify as a platform that helped launch The Diary of a CEO Conversation Cards with impressive speed. In just a few minutes, they were able to set up an online store and start taking orders—a great example of what modern, agile businesses can do with the right tools.

But setting up the shop is only half the equation. What happens after someone buys?

That’s where HighLevel shines. Its integration with Shopify means that business owners can build an end-to-end sales and marketing system: automate follow-ups, collect reviews, run loyalty programs, and nurture customers into long-term fans—all from one platform.

And communication? It doesn’t stop at email. HighLevel gives you native tools to follow up via SMS and WhatsApp, so you can connect with your customers where they actually are, in real time. It’s everything Steven advocates for—speed, relevance, and meaningful interaction.

Data-Driven Decision Making

Bartlett frequently highlights the importance of data and feedback loops—knowing your numbers and iterating quickly based on what the data tells you.

HighLevel supports this mindset with real-time analytics, tracking across campaigns, and reporting dashboards that show what’s converting and what’s not. You don’t have to guess—you can know.

Building Personalised Customer Experiences at Scale

Steven has spoken about the importance of human connection in marketing—how brands that feel personal, responsive, and human win. But to do that at scale, you need automation that doesn’t feel robotic.

That’s where HighLevel excels. It enables agencies and service providers to deliver timely, relevant messaging via smart automations—without losing the personal touch. Think of it as the digital infrastructure that helps you build real relationships, even with thousands of leads.

Entrepreneurial Agility—and Content Creation

One of Steven’s most consistent messages is that founders and marketers should stay agile—ready to pivot, test, and try new ideas. HighLevel, with its white-labelling capabilities and built-in tools for launching courses, memberships, and even SaaS offerings, gives you the tools to quickly spin up new revenue streams or adapt to changing market needs.

And let’s not forget content. Steven has built his entire brand through consistent, high-impact content on platforms like Instagram, LinkedIn, and YouTube. HighLevel’s built-in social media scheduler helps entrepreneurs do the same—batch and schedule posts across multiple platforms from one place, so showing up online becomes a system, not a stress.

Even better? AI-powered content tools built right into HighLevel allow team members to brainstorm, draft, and refine posts without needing a separate copywriter. From creating captions and email subject lines to generating blog ideas and social post variations, HighLevel’s built-in AI acts like your in-house creative assistant—supercharging productivity without compromising creativity.

Final Thoughts

Steven Bartlett may not officially endorse HighLevel—but if you’ve been inspired by his take on modern business building, it’s worth taking a closer look. HighLevel CRM gives solo operators and agency teams the firepower to scale without breaking the bank—or burning out.

Inspired to streamline your marketing systems like a modern-day CEO? Book a discovery call with Julian to explore how HighLevel could transform your business.

Disclaimer: This article is not affiliated with or endorsed by Steven Bartlett or GoHighLevel. The views expressed are solely those of the author and are based on publicly available information and personal interpretation. All product mentions and comparisons are made for illustrative and educational purposes only.

Why HighLevel Feels Like the CRM Infusionsoft Was Trying to Be All Along

If you’ve been in the digital marketing or small business world for more than a few years, there’s a good chance you’ve crossed paths with Infusionsoft (or Keap, as it’s now called). For a long time, Infusionsoft was the platform for ambitious business owners who wanted to automate their marketing, manage their contacts, and build a more scalable business without duct-taping together a dozen tools.

It promised a lot. And to be fair, in its early days, it delivered more than most.

But over time, many of us found ourselves working around Infusionsoft instead of with it. Sluggish user experience. Limited flexibility. Clunky campaign builder. And while the idea of “all-in-one” was great on paper, the reality became a patchwork of workarounds and Zapier connections.

Fast forward to 2025, and a new platform is dominating conversations: HighLevel.

And for those of us who once believed in Infusionsoft’s potential, HighLevel feels like the tool it was always meant to become — just… better.

The All-in-One Dream: Then vs Now

Infusionsoft’s big draw was that it would replace multiple tools: CRM, email marketing, lead capture, e-commerce, automation, appointment booking — all in one place.

But the execution never quite lived up to the promise.

Automations felt powerful, but were rigid and hard to tweak once live.
The interface was clunky and felt years behind competitors.
Basic features (like landing pages or booking calendars) were either missing or required extra fees and add-ons.
And let’s not even talk about the price creep when your contact list grew…

HighLevel entered the market with a fresh perspective: What if the all-in-one CRM actually worked like an integrated system? What if it was built by marketers, for marketers — not by developers guessing what businesses need?

Head-to-Head: HighLevel vs Infusionsoft/Keap

Feature	Infusionsoft / Keap	HighLevel
CRM & Pipelines	Functional, but limited UI	Visual, drag-and-drop pipelines
Email Automation	Linear campaign builder	Visual workflows + conditional logic
Forms & Surveys	Basic forms, no surveys	Fully integrated + conditional logic
Calendars & Booking	Third-party tools needed	Built-in calendar + round robin
Membership Sites	Add-on via Kajabi/others	Native + free with course builder
Mobile App	Limited usability	White-label mobile app available
White Labeling	Not available	Agency-ready white labeling
Pricing	Contact-based pricing tiers	Flat pricing + unlimited contacts

HighLevel isn’t perfect — no platform is — but it checks far more boxes out of the gate. And crucially, it keeps improving at a pace Keap simply hasn’t matched in years.

Snapshots: Create & Deploy a “Business in a Box”

One of HighLevel’s most powerful — and wildly underappreciated — features is the Snapshot system.

A Snapshot is more than just a copy of a campaign or workflow. It’s a full template of an account:
✅ Pipelines
✅ Workflows
✅ Funnels
✅ Emails
✅ Calendars
✅ Products
✅ Custom Fields
✅ Tags
✅ Settings

It’s everything.

You can literally build a complete marketing system once, package it up, and deploy it across new client accounts or niche audiences in seconds. Imagine giving new clients not just “some automations” but a fully functional marketing system, ready to personalise.

This is where HighLevel becomes not just a CRM, but a business-building platform. For agencies or consultants who serve a specific niche (lawyers, coaches, trades, salons, you name it), Snapshots let you create repeatable value at scale — and productise your knowledge.

Infusionsoft never had anything close.

For Keap Partners: Stop Earning 20% — Start Owning 100%

Let’s talk frankly.

If you’re a Keap Certified Partner, you know the deal:
You train clients on the system, set up automations, troubleshoot bugs, and help grow their business — and in return, you get a 20% commission on the software subscription.

That’s not a partnership. That’s a tip jar.

With HighLevel, you can white-label the platform, brand it as your own SaaS, and keep 100% of the revenue. Add on services, build Snapshots, and scale a real recurring-revenue business — not just an affiliate model.

This is how consultants become SaaS founders.

Why eke out a living on someone else’s platform when you can own the whole stack?

It’s Easier to Switch Than You Think

I get it — switching CRMs feels like major surgery.

But moving from Infusionsoft to HighLevel isn’t as painful as you might think. Many of your campaigns and automations can be reimagined and rebuilt faster in HighLevel’s workflow builder. Tags and segmenting are more intuitive. Pipelines are easier to track. And client onboarding, lead nurturing, and task automations can be set up in hours, not weeks.

If you’re still on Keap and you’ve got a growing feeling that you’re outgrowing it, you’re not alone — and you don’t have to go it alone either.

I help businesses and agencies migrate to HighLevel with a structured, stress-free plan that protects your current data, rebuilds your key automations, and gets you running fast — often within a week.

Final Thoughts: From “Making Do” to Moving Forward

Infusionsoft had its time — and many of us owe it a debt of gratitude for what it helped us learn.

But tools evolve, and businesses deserve platforms that move at their pace.

HighLevel doesn’t just replace Keap — it upgrades the entire experience. If you’ve been making do with a system that feels stuck in the past, this might be your sign to explore what’s possible today.

👇 Ready to see what switching to HighLevel could look like?

Book a discovery call with Julian — and let’s find out if HighLevel is the CRM your business was always meant to have.

How to Boost Your HighLevel Marketing Email Conversion Rate – 12 Tactics

Introduction

When it comes to sending marketing emails from HighLevel, knowing the best tactics can significantly boost your open rates, click-through rates, and ultimately your conversion rate. HighLevel’s built-in email marketing tools are powerful, but only if you know how to use them effectively.

Here are Twelve Effective Tactics you can implement using HighLevel’s email marketing features to help:

Double your open rates
Triple your click-through rates
Dramatically boost your engagement

The first step to improving your emails’ effectiveness is getting them opened. So, let’s dive into some smart tactics to increase your open rates.

Tactic #1: Use Proven Subject Lines

Your subject line is the first impression your email makes. In HighLevel, you can easily customise subject lines for personalisation and testing. Make sure your subject lines fall under one of four categories: Curiosity, Benefit, Scarcity, or Results. Curiosity-based lines tease something unexpected, while Benefit-driven ones highlight value. Scarcity creates urgency, and Results showcase specific proof. For best results, include numbers or personalisation, such as the recipient’s name. With HighLevel’s split-testing feature, you can test multiple subject lines to see what works best.

Tactic #2: Emojis in Subject Lines

HighLevel supports emojis in subject lines, which can dramatically increase your open rates. Emojis add personality, colour, and even emotion to your emails. Our tests have consistently shown an increase in open rates by over 60% when emojis are included. Common choices include ✅ (Green Tick) for affirmation, ⏰ (Alarm Clock) for urgency, and ❤️ (Heart) for warmth. Remember to test how your emojis display across devices. HighLevel’s preview and test features make this easy.

Tactic #3: The “Second” Subject Line (Preview Text)

The preview text, or ‘second subject line’, is the snippet of text that follows the main subject line in the inbox. In HighLevel, this can be easily customised to enhance your open rates. Instead of generic text, use your preview text to complement your subject line or overcome potential objections. For example, if your subject line is: “Swipe Our £15,000 Email Template,” your preview text could be: “It’s simpler than you think and works in any industry.” HighLevel allows you to test how this preview displays to ensure it looks appealing.

Tactic #4: From Name Matters

HighLevel allows you to personalise the ‘From’ name in your emails. Using a personal name rather than a company name makes your emails feel more genuine. Stick with a consistent ‘From’ name to build familiarity. When experimenting with new names, try blending them with your brand, e.g., “Julian at MarketerM8.” This approach offers the personal touch while still reminding recipients of your brand. Test your open rates in HighLevel to find what works best for your audience.

Tactic #5: Timing Matters (Avoid the Morning Purge!)

Timing can make or break your HighLevel email campaigns. Many people work from home on Mondays and Fridays, which can affect response rates. HighLevel’s scheduling tools allow you to send emails at the most effective times. Instead of blasting your entire list at once, consider using HighLevel’s Drip feature to spread your emails out over time. This allows you to avoid overwhelming your audience and improves your chances of getting noticed. Try sending emails later in the morning or in the afternoon when your audience is more likely to engage. Test different times to see what works best for your audience and adjust your strategy accordingly.

Tactic #6: The Magic Number of Links

With HighLevel, you can easily include links throughout your emails. The optimal number is four, but they should all lead to the same destination. Including too many different links can harm deliverability. Instead, place your primary link at various points within your email: early for eager readers, midway for direct calls-to-action, near the end for thorough readers, and in the P.S. for skimmers. HighLevel’s link tracking feature lets you monitor which placement works best.

Tactic #7: Use Images & GIFs

Images and GIFs can enhance your HighLevel emails. Adding visuals to your emails makes them more engaging and encourages clicks. HighLevel’s email editor supports the inclusion of images and GIFs. Use simple animations, such as flashing buttons or moving arrows, to draw attention to your call-to-action. Ensure your visuals are properly formatted to display correctly across devices.

Tactic #8: Use Video Thumbnails to Drive Clicks

While HighLevel doesn’t support embedding videos directly, you can still drive clicks by including a thumbnail image of a video with a play button overlay. When clicked, this can link to a HighLevel funnel or external page where the video is hosted. This approach is especially effective for product demos, testimonials, or personalised messages. Test this strategy to see how it boosts your click-through rates.

Tactic #9: Consistent Follow-Up Sequences

HighLevel excels at creating follow-up sequences. Rather than relying on a single email, build a series that progressively builds interest and addresses objections. Use automated workflows to target recipients who haven’t opened or clicked your first email. HighLevel’s visual workflow builder makes this easy, allowing you to structure sequences to maximise engagement.

Now it’s your turn to apply these HighLevel-specific tactics and watch your conversions skyrocket.

Tactic #10: Personalisation Beyond Names

With HighLevel, you can personalise emails far beyond just using a recipient’s name. Segment your audience based on interests, past interactions, or behaviour. If someone recently downloaded a lead generation guide, follow up with related content. HighLevel’s automation tools make setting up these follow-ups a breeze, improving your relevance and engagement.

Tactic #11: Use Scarcity & Exclusivity Wisely

HighLevel’s automation features are perfect for creating urgency and exclusivity. Limited-time offers, early access invitations, or special bonuses can be promoted using sequences and timed triggers. Plus, you can use HighLevel’s Countdown Timer feature to build urgency right within your emails. The visual timer creates a powerful psychological effect that encourages prompt action. Use phrases like “Only 3 spots left” or “Offer ends at midnight.” HighLevel allows you to set specific timers and triggers to build urgency.

Tactic #12: Test and Optimise

HighLevel’s split-testing tools allow you to test subject lines, content, and timing to see what works best. Continuously experiment and optimise your campaigns. Compare open rates, click-through rates, and conversions to identify the most effective approach. HighLevel’s reporting tools make this easy, so make testing a regular part of your email marketing routine.

Additional Resources:

📞 Book a Discovery Call with Julian to discuss how to boost your HighLevel email conversions.
📚 HighLevel Email Builder Support Portal for official guidance and troubleshooting.

Now it’s your turn to apply these HighLevel-specific tactics and watch your conversions skyrocket.

How to Follow Up Properly: The Ultimate Guide to HighLevel Follow-Up

Introduction

In the world of business, one of the biggest gaps between leads and sales lies in follow-up. It’s not just about getting more leads; it’s about ensuring that every single lead receives consistent, valuable engagement. The truth is, most businesses are losing potential customers simply because they aren’t following up effectively. The good news? You can change that by implementing a robust follow-up strategy that works – and HighLevel is the perfect tool to make this happen.

This guide will walk you through a proven framework designed to double your lead conversions. And the best part? It’s built to be implemented seamlessly within HighLevel.

The Purpose of Follow-Up: Building Relationships, Not Just Making Sales

Effective follow-up is about building relationships. It’s not about selling all the time – it’s about providing value, establishing trust, and positioning yourself as the go-to solution when your prospect is ready to buy. While the end goal is sales, the journey to that point must feel natural and authentic to the prospect. Keep your sales pitch towards the end of your messages and never pitch in every email. Instead, focus on giving value and establishing a genuine connection.

The Comprehensive Follow-Up Blueprint

This framework is a structured approach over 60 days, designed to ensure your leads are continually nurtured with value-driven content aimed at overcoming objections, building trust, and educating them until they are ready to make a purchase.

🔍 The HighLevel Follow-Up Structure

Phase 1: The Initial Engagement (First 5 Days)

This phase is about building rapport and trust quickly. It’s about making sure you stand out and get remembered.

Day 1: Send a personal welcome video via the HighLevel mobile app. Make it friendly, engaging, and personalised. Explain how you’re here to help, here is an article on how to send a video message through the HighLevel mobile app. This first interaction should feel genuine and helpful.
Day 2: Share your personal story. Keep it engaging, authentic, and human. Use HighLevel’s email builder to craft this automated message. Share why you do what you do and how you help others.
Day 3: Provide a powerful industry insight your prospects should know. Share this through a well-crafted email or even a short, educational video sent via SMS or email.
Day 4: Share a client transformation story showcasing your impact. Use testimonials or case study links stored within HighLevel.
Day 5: A friendly reminder of your offer or service, with an invitation to ask questions or book a call.

Practical Example:

Using HighLevel, set up a workflow that triggers immediately when a new lead enters your funnel. Schedule messages for Day 1 to Day 5 with email and SMS communication options. Use HighLevel’s tagging system to track engagement.

Phase 2: Overcoming Objections (Next 10 Days)

For the following ten days, your goal is to address specific objections your prospects may have. You’re aiming for one piece of content every other day.

Five valuable pieces of content, each focused on handling a common objection or pain point.
Deliver these through HighLevel’s Workflow automation feature, which allows you to build sequences with timed triggers.
Address topics like pricing, effectiveness, ease of use, or why your solution is better than competitors.
Continue providing value in each interaction. Avoid making a hard pitch in these messages – focus on solving their problems and building credibility.

Practical Example:

Create a new Workflow for Objection Handling. Add triggers for Days 7, 9, 11, 13, and 15. Link your content (emails, videos, testimonials) to HighLevel’s CRM system for tracking.

Phase 3: Long-Term Nurturing (Following 45 Days)

For the remaining six weeks, you’ll deliver two pieces of valuable content per week. The focus here is on educating your audience, providing value, and demonstrating authority.

Alternate between success stories and insights relevant to their industry.
Use HighLevel’s automation tools to pre-schedule these communications and track engagement.
Consider using SMS broadcasts for quick touchpoints that re-engage inactive leads.
Again, avoid constant pitching. Instead, focus on a pesonal touch and providing value and insights that keep your prospects engaged.

Practical Example:

Use HighLevel to set up a long-term nurturing sequence. Add triggers for Days 17, 20, 24, 27, 31, 34, 38, 41, 45, 48, 52, 55, 59, and 60. This ongoing engagement keeps you at the forefront of your prospect’s mind.

📊 Visual Summary of the Follow-Up Framework

Days 1-5: Initial Engagement (Building Trust & Authority)

Personal Welcome Video, Personal Story, Industry Insight, Client Transformation, Invitation to Engage.

Days 6-15: Objection Handling (Building Confidence)

Address 5 common objections with valuable content.

Days 16-60: Long-Term Nurturing (Educating & Demonstrating Authority)

Deliver 2 pieces of content per week focused on value and authority.

Implementing the Blueprint with HighLevel

HighLevel’s marketing automation platform allows you to implement this strategy effectively with:

Workflows: Design automated campaigns that follow this structured approach.
SMS & Email Marketing: Schedule nurturing sequences and broadcast important messages.
Lead Scoring & Tags: Identify which leads are most engaged and focus your efforts where they matter.
CRM: Keep track of where each lead is in the follow-up process, ensuring no one falls through the cracks.

Why This Works

This approach works because it’s not just a follow-up sequence – it’s a value sequence. You’re not just asking for the sale; you’re educating, providing value, and building a relationship.

Conclusion

The biggest takeaway here is consistency. With HighLevel, you have the tools at your disposal to follow this framework to the letter and reap the rewards. Make sure every lead receives the attention it deserves. The person who asks the most – in the right way – wins.

Now, let’s get this set up in HighLevel so you can start turning more leads into sales.

Looking to subscribe to HighLevel, please check out my HighLevel agency – MarketerM8.

Looking for HighLevel Certified Admin? Here’s Why You Need a HighLevel Marketing Expert Instead

If you’re looking for HighLevel Certified Admin, you’re probably feeling a bit overwhelmed by the sheer power and complexity of HighLevel. After all, it’s a robust marketing automation platform that offers a wealth of tools to help businesses streamline their marketing, sales, and client management processes. But here’s the thing: getting HighLevel set up and running smoothly is one thing—making it actually work to grow your business is another.

Why You Might Not Need a HighLevel Certified Admin

HighLevel Certified Admins are fantastic at getting the nuts and bolts of the platform sorted out. They’ll build your workflows, set up your pipelines, and make sure your dashboard looks the part. But let me ask you: are you looking for a tool technician or someone who truly understands how to make HighLevel drive your marketing success?

My approach is different. As someone who’s been in the marketing trenches since 2009, helping small businesses grow sales and save time with marketing automation, I focus on making HighLevel work for your marketing strategy—not just your software configuration. One client put it perfectly: “Julian, you are not selling HighLevel, you are selling marketing – and HighLevel is just the tool to enable the marketing.”

The Difference Between Implementation and Strategy

While a HighLevel Certified Admin is trained to implement the software, I’m here to help you leverage it. I focus on:

Creating marketing strategies that actually convert.
Building systems that save you time and increase revenue.
Helping you understand how to use HighLevel as a marketing powerhouse, not just a CRM.

A Better Long-Term Solution: Train Your HighLevel Admin / Champion

Rather than relying on an external HighLevel Certified Admin, my approach is to empower your business from within. I work with you to train a dedicated member of your staff to become your own in-house HighLevel Admin / Champion. This means you have your own expert who grows as your business and the HighLevel software evolves. It’s a smarter, more cost-effective, and sustainable approach that ensures your business retains expertise and flexibility as your marketing needs expand.

Why Real Experience Beats Certification

I’ve spent over a decade working hands-on with entrepreneurs, fine-tuning marketing processes that work in the real world. What I bring to the table goes beyond certification—it’s real-world, battle-tested experience in making marketing systems work.

HighLevel is a fantastic tool, but it’s just that—a tool. What truly matters is how you use it to grow your business. That’s where I come in. Rather than just setting things up for you, I help you build marketing systems that generate results.

Ready to Make HighLevel Work for You?

If you’re ready to stop spinning your wheels trying to figure out HighLevel on your own, let’s talk. You don’t need another technician; you need a marketing expert who knows how to make HighLevel deliver real results.

Book a discovery call with me today and let’s discuss how to turn your HighLevel setup into a marketing engine that drives real growth.

Still looking for HighLevel Certified Admin, here is the link to the listing.

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

How HighLevel Can Help You Implement the Dream 100 Strategy

The Dream 100 strategy, developed by Chet Holmes, is a marketing approach where you create a hyper-targeted list of your ideal clients – the Dream 100 – and build a dedicated marketing campaign to win them over. While the concept is simple, the execution requires precision, consistency, and strategic nurturing. This is where HighLevel software becomes a game-changer for marketers.

If you want to dive deeper into the brilliance of Chet Holmes’ methods, check out my book review of The Ultimate Sales Machine.

Understanding the Dream 100 Strategy

The Dream 100 strategy involves identifying the top 100 clients you would love to work with and then developing an ongoing marketing campaign to attract their attention, build relationships, and eventually convert them into loyal customers. It’s a focused, relationship-based approach that requires personalization and follow-through.

Why HighLevel Software?

HighLevel provides a comprehensive suite of marketing tools designed to help you create, manage, and automate your campaigns from one central platform. Its CRM, marketing automation, and sales funnel capabilities make it an ideal tool to implement and scale your Dream 100 strategy.

Steps to Implement the Dream 100 Strategy Using HighLevel

1. Identify Your Dream 100

Use HighLevel’s CRM to create a segmented list of your ideal clients.
Tag these contacts as “Dream 100” for easy filtering and targeted marketing.

2. Build Personalized Outreach Campaigns

Create dedicated email and SMS campaigns targeting your Dream 100 list.
Use HighLevel’s templates to craft highly personalized messages.
Schedule automated follow-ups to ensure consistent communication.

3. Develop Lead Nurturing Workflows

Build automated workflows using HighLevel’s automation tools to nurture your Dream 100 contacts over time.
Implement customized email sequences, SMS follow-ups, and even voice drops to stay top-of-mind.

4. Incorporate Direct Mail & Lumpy Mail Marketing

A key part of the Dream 100 strategy is sending physical marketing materials – direct mail and lumpy mail – to stand out from the digital noise.
Lumpy mail refers to sending a physical item or gift that contributes to your marketing message and makes your outreach memorable. It’s designed to create curiosity and engagement by being something tangible and unexpected.
HighLevel cannot create physical mail directly, but it excels at organizing and coordinating the necessary data.
Utilize HighLevel’s CRM to export contact lists, create tags, and track when direct mail should be sent.
Integrate HighLevel with third-party mailing services via Zapier or custom webhooks to automate the mailing process.
Track responses and follow-ups triggered by physical marketing to ensure cohesive messaging across all channels.

5. Leverage Multi-Channel Marketing

HighLevel allows you to integrate email, SMS, social media, and direct mail strategies into one cohesive system.
Use HighLevel’s social media scheduler to maintain a presence on relevant platforms where your Dream 100 audience spends their time.

6. Track Engagement & Optimize

Monitor email open rates, click-through rates, SMS replies, and other metrics to gauge interest.
Use HighLevel’s analytics dashboard to refine your approach and improve engagement.

7. Close the Deal with HighLevel’s Sales Tools

Utilize HighLevel’s built-in pipeline management features to track your progress and close deals.
Schedule meetings, handle follow-ups, and move your Dream 100 contacts through a structured sales process.

Key Benefits of Using HighLevel for the Dream 100 Strategy

All-In-One Platform: No need to juggle multiple tools; everything you need is under one roof.
Automation: HighLevel’s automation tools make sure your messages reach your Dream 100 without manual effort.
Personalization: Tailored messaging through HighLevel’s CRM enhances relationship-building.
Data-Driven Optimization: Use HighLevel’s reporting features to continuously refine your campaigns.
Direct Mail Coordination: HighLevel’s data management ensures seamless coordination with third-party mailing services.

Conclusion

HighLevel software provides all the tools you need to successfully execute your Dream 100 strategy, from organizing your contact list to automating outreach and tracking engagement. By leveraging HighLevel’s capabilities, you can streamline your marketing efforts, build stronger relationships, and ultimately, turn your Dream 100 into your dream clients.

Ready to see how HighLevel can transform your Dream 100 marketing? Book a Discovery Call with Julian and let’s get your campaign started!

Learn more about the features of HighLevel from my HighLevel agency site – MarketerM8.com

Need Help with HighLevel Email Marketing? I Can Help You Get It Right

If you’re searching for help with email marketing using HighLevel, you’re not alone. I recently worked with a client of MarketerM8.com (my HighLevel agency) who was struggling to understand how to send emails effectively with HighLevel. They were confused about the difference between using email campaigns and workflows, and how to set up and use email templates properly. That’s where I stepped in.

HighLevel Email Campaigns vs. Workflows: What’s the Difference?

One of the most common sources of confusion is understanding when to use an email campaign versus a workflow. Email campaigns are perfect for one-off broadcasts—like newsletters or special promotions—where you want to reach a list of contacts at once. However, they lack the automation features needed for ongoing sequences.

On the other hand, workflows are powerful automation tools that allow you to send targeted emails based on user actions or conditions. Whether it’s a welcome sequence, follow-up series, or re-engagement campaign, workflows provide far more control over timing and triggers.

I helped my client understand how to structure their marketing by using campaigns for broadcasts and workflows for automated sequences. This approach allowed them to engage their audience more effectively while saving time.

Setting Up and Using Email Templates Effectively

Another challenge my client faced was understanding how to set up and use email templates. They wanted to create consistent, branded messages without having to start from scratch every time. I guided them through creating templates, saving them for reuse, and integrating them within both campaigns and workflows.

HighLevel’s email template feature allows you to design and save professional-looking emails that can be quickly inserted into campaigns or workflows. I showed them how to customise templates with dynamic content, making their emails more personal and effective.

Tracking Email Performance and Making Improvements

Sending emails is one thing; making sure they work is another. I taught my client how to monitor open rates, click-through rates, and other important metrics using HighLevel’s reporting tools. With these insights, they were able to optimise their emails for better engagement.

Need Help Email Marketing with HighLevel?

If you’re struggling to send emails with HighLevel—whether it’s understanding campaigns vs. workflows, setting up templates, or tracking performance—I can help. Getting your email marketing right is crucial to your success.

Book a discovery call with me today, and let’s get your HighLevel email marketing setup working for you!

For official HighLevel help, visit their support page: HighLevel Help Center.

Setting Up a Website in HighLevel: How I Helped a Client Overcome Their Struggles

If you’re struggling to set up a website in HighLevel, you’re not alone. Just recently, I worked with a client of MarketerM8.com (my HighLevel agency) who was having a tough time getting started. They knew they needed a website for their business, but HighLevel felt overwhelming. They hadn’t used website builders like Wix or Leadpages before, so the process seemed daunting. That’s where I came in.

Helping with HighLevel Website Setup

One of the biggest challenges my client faced was understanding the website builder in HighLevel. They didn’t know where to start, how to structure their pages, or how to customise the design to fit their brand. I guided them through the entire process, from selecting templates to adding their content, ensuring their site was both functional and professional.

Getting Started with SEO

Another hurdle was SEO. My client had no idea how to optimise their site for search engines, meaning their website wouldn’t be easily found by potential customers. I introduced them to the basics—how to choose the right keywords, structure their pages for better rankings, and set up metadata to improve visibility. I also advised them to read They Ask, You Answer by Marcus Sheridan, a book that has been a game-changer for many of my clients. It provides a clear, customer-focused approach to content marketing and SEO. You can read my review of the book here: They Ask, You Answer – My Review.

Automating the Contact Us Form

Finally, they needed help setting up a Contact Us form and integrating it with automation. They wanted enquiries to trigger automated follow-ups to make sales easier and more efficient. I showed them how to create and connect the form to HighLevel’s automation tools, ensuring leads were captured and followed up with seamlessly.

Need Help Setting Up Your HighLevel Website?

If you’re facing similar struggles—whether it’s getting started with the website builder, understanding SEO, or setting up automation—I can help. Setting up a website in HighLevel doesn’t have to be stressful. Let’s make it easy and get your business online the right way.

Book a discovery call with me today, and let’s get your website working for you!

For official HighLevel help, visit their support page: HighLevel Help Center.

Which Is the Best Way to Set Up Your HighLevel Marketing System? Do It Yourself, Done With You, or Done For You?

When setting up HighLevel for your business, you have three main options: Do It Yourself (DIY), Done With You (DWY), or Done For You (DFY). But which approach is the best? That depends on your budget, technical ability, and how fast you want results.

Let’s break down each method so you can decide which is the right fit for your business.

Option 1: Do It Yourself (DIY) – The Hands-On Approach

If you like to be in control and don’t mind getting stuck into the details, the DIY approach might suit you. This involves setting up HighLevel yourself by following guides, watching tutorials, and troubleshooting as you go.

Pros:

✅ Cost-effective – The cheapest option because you’re not paying for external help.
✅ Full control – You know exactly how everything works.
✅ Flexible – You can tweak and optimise your system over time.

Cons:

❌ Time-consuming – Learning HighLevel from scratch takes time.
❌ Risk of mistakes – Without expert guidance, you might set things up inefficiently.
❌ Slower results – You’ll spend time figuring things out rather than generating leads.

Best for:

✔️ Startups and solopreneurs who have more time than money.
✔️ Tech-savvy marketers comfortable with automation tools.

Julian’s Tip:

There are loads of resources online – just do a Google Search. Also, check out the series of free, live workshops that we run at MarketerM8 for those thinking about HighLevel and those already using in. Live Online Workshops menu.

Option 2: Done With You (DWY) – A Guided Setup

DWY is a hybrid approach where you work with an expert to set up your HighLevel system while learning how to use it. This typically includes strategy sessions, implementation help, and training.

Pros:

✅ Faster implementation – You get expert input from day one.
✅ Hands-on learning – You’re involved in the process, so you gain skills.
✅ Customised setup – Your system is built around your business needs.

Cons:

❌ More expensive than DIY – You’re paying for expert time.
❌ Still requires effort – You need to dedicate time to learn and implement.

Best for:

✔️ Business owners who want a structured setup but still want control.
✔️ Teams who need training to manage HighLevel effectively.

Julian’s Tip:

Have to ever heard of Alex Hormozi? This is exactly how he implements a new technology / skill. It must work as he is now worth over $100M!! Check out what he as to say, in this instance he his talking about learning how to advertise. Watch here.

Option 3a: Done For You Service (DFY) – Hands-Free Setup

With the DFY option, an expert (or agency) sets up a beskpoke HighLevel for you, from automations and funnels to email sequences and integrations.

Pros:

✅ Fast setup – Your system is up and running quickly.
✅ Expert-level execution – Everything is built optimally from the start.
✅ No learning curve – You focus on running your business, not learning software.

Cons:

❌ Most expensive option – You’re paying for a complete setup.
❌ Less control – You’ll rely on someone else for changes and updates.
❌ Knowledge gap – If you don’t get proper training, you may struggle to manage it later.

Best for:

✔️ Businesses that want HighLevel running ASAP with minimal involvement.
✔️ Those with a budget who prefer to outsource rather than DIY.

Option 3b: Done For You (DFY) Niche Specific “System in a Box” – Hands-Free Setup

With the niche specific “system in a Box” a HighLevel agency with expertise in your area of business has created a HighLevel “Snapshot” that is tailored to your industry. For example you see these for dentists, accountants etc. It is the full plug and play, one size fits all solution.

Pros:

✅ Fastest setup – Your system is up and running very quickly.
✅ Cost – They can be low cost – but not always. Can cost £300+ per month and over time this adds up.
✅ Niche expert-level execution – Everything is built specific for your industry by an agency with expertise in that niche.
✅ No learning curve – You focus on following the prescribed system to run your business, not learning software.

Cons:

❌ Black Box – You shoe-horn your business into the pre build system. Very difficult to customise later
❌ Less control – You’ll rely on someone else for changes and updates, if indeed they offer this option.
❌ Does not grow and adapt – Over time your buiness eveloves. This system will not. It will break or become redundant. Eventually you will either cancel HighLevel or revert to one of the other options – 1,2 or 3a.

Best for:

✔️ Businesses starting out that want a quick, low cost, “plug and play” system and can shoe horn the business into the one size fits all solution.

Julian’s Tip:

Be sure there is support AFTER in initial set up for training, updates, fixing bugs and make tweaks specific to your business. Be sure the know the costs for this

So, Which Is the Best Option?

The right choice depends on your situation:

If you have more time than money → DIY.
If you want to learn but need expert guidance → DWY.
If you want results fast and are happy to outsource → DFY.

If you’re serious about getting HighLevel working for your business but don’t want to waste time on trial and error, a Done With You service is often the best balance. You get expert guidance without losing control of your system.

Want to see how this works in practice?

Book a Discovery Call with Julian and he can help you to map out the best approach for your business. Check out Julians Highevel agency – MarketerM8

🎓 HighLevel Live Training Workshop #11 : eCommerce & Ad Manager Training : 9 February 2027

HighLevel can help you do much more than capture leads and automate follow-up. You can also use it to sell products and services online, take payments, sell gift cards and manage paid advertising campaigns through HighLevel Ad Manager. That gives us two very different but closely related marketing activities: eCommerce – turning visitors into customers and taking payment; Ad Manager – driving the right people towards your offers, landing pages and funnels. And because both can sit alongside your HighLevel CRM, workflows, forms, websites, pipelines and customer data, you can potentially create a much more joined-up sales system. For example: Advert → Landing page → Product or offer → Checkout → Payment → CRM updated → Follow-up workflow → Repeat purchase or upsell That’s what we’ll explore in our free HighLevel eCommerce & Ad Manager training workshop. This workshop is part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops. Want to Sell Online and Run Ads With HighLevel? Join our free live HighLevel eCommerce & Ad Manager workshop and learn how to sell products, take payments, offer gift cards and manage advertising from inside HighLevel. Register for the next Free HighLevel eCommerce & Ad Manager Training Workshop What Can You Sell With HighLevel? HighLevel’s Payments area lets you create products and sell them through several different checkout experiences. HighLevel currently supports products including: physical products; digital products; one-time offers; services; recurring subscriptions; and gift cards. You don’t necessarily need a traditional eCommerce business to find this useful. A consultant might sell a paid strategy session. A training company might sell a workshop. A membership organisation might sell recurring access. A salon, restaurant or leisure business might sell gift cards. An online retailer might build a complete product store. The first question should therefore be: “What are we actually selling, and what is the simplest customer journey for buying it?” HighLevel Products Are the Foundation of eCommerce Before somebody can buy something, HighLevel needs to understand what the product is and how it is priced. Products are managed inside the Payments area. Depending on what you’re selling, you may need to define: product name; description; price; one-time or recurring billing; variants; images; tax treatment; and where the product should be available for purchase. Once the product exists, you can decide how the customer should buy it. HighLevel Online Stores HighLevel includes a dedicated eCommerce store builder. A typical store can include: product listings; product detail pages; a shopping cart; checkout; and an order confirmation or thank-you page. Customers can browse products, add items to their cart and complete the purchase online. HighLevel can then track orders and transactions inside the Payments area. Physical Products vs Digital Products The customer journey may look very different depending on what you’re selling. A physical product needs to be delivered. A digital product may need immediate access. A service may involve a booking. A subscription may create an ongoing relationship. So don’t think only about the checkout. Think about what should happen after the payment succeeds. HighLevel Can Track Orders and Fulfilment For physical products, HighLevel allows businesses to track orders and manage fulfilment information. This means the customer journey can extend beyond payment into the fulfilment process itself. Sell Without Building a Full Online Store Not every business needs a shopping cart. Sometimes you simply need to take payment for one particular product or service. HighLevel supports several ways to do this. For example: payment links; order forms; forms with payment; sales funnels; calendars and services; course offers; invoices; or a complete online store. HighLevel’s payment links are particularly useful where you simply want to send somebody a link and let them pay without building a complete webpage. HighLevel Payment Links A payment link gives you a simple hosted checkout page. You create the product and price, generate the payment link and share it with the customer. That could be useful in: emails; SMS messages; WhatsApp; sales conversations; quotations; or follow-up after a call. This can be considerably simpler than asking somebody to navigate through a complete online store for a purchase they have already decided to make. Sell Gift Cards With HighLevel HighLevel also includes dedicated Gift Cards functionality inside the Payments area. This gives businesses another way to generate revenue, attract new customers and encourage repeat purchases. You can create branded digital gift cards with: your own artwork and branding; different denominations; expiry dates; terms and conditions; and different delivery options. Customers can buy a gift card for themselves or send it to somebody else. You can even allow the gift card to be delivered immediately or scheduled for a future date. Customer buys gift card → Gift card delivered → Recipient becomes a customer → Gift card redeemed → Remaining balance tracked Different Ways to Sell HighLevel Gift Cards HighLevel gives you several ways to sell gift cards. Depending on your setup, you can use: a dedicated gift card checkout page; an embedded checkout on your website; a QR code; HighLevel Forms; Funnels; Stores; Payment Links; Invoices; Websites; and supported Calendars. This means gift cards can fit naturally into the way customers already buy from your business. For example, a salon, clinic, restaurant, leisure business, training company, consultant or service business could sell gift cards without needing a completely separate gift-card platform. Use QR Codes to Sell Gift Cards Offline One particularly interesting option is using a QR code. Imagine a restaurant putting a gift card QR code on the bill. A salon could put one at reception. A leisure attraction could include one on printed material. A business could even put one on a Christmas promotion. The customer scans the code on their phone and is taken directly to the gift card purchase experience. This creates a useful bridge between offline and online marketing. HighLevel Gift Cards Aren’t Only for Gifting Gift cards can also be used as a marketing and customer-retention tool. HighLevel allows businesses to issue gift cards directly to contacts without requiring them Read more…
Read more...
🎓 HighLevel Live Training Workshop #10 : Events & Courses Workshop : 2 February 2027

HighLevel isn’t only a CRM, marketing automation and sales platform. You can also use it to create and sell online courses, deliver training, run events and manage ticketing and create Communities. That opens up a completely different range of possibilities for businesses, consultants, training providers, membership organisations and event organisers. You could potentially use HighLevel to: create an online course; sell paid training; deliver free customer education; provide onboarding or staff training; offer recurring membership-based learning; run workshops and seminars; manage conferences; host webinars and online events; sell event tickets; run free RSVP events; issue QR-code tickets; check attendees in at the venue; and automate communication before and after an event. And because your courses and events can sit alongside your CRM, payments, email, SMS, workflows and customer data, you can create a much more joined-up experience. That’s what we’ll explore in our free HighLevel Events & Courses training workshop. This workshop is part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops. Want to Build Courses, Run Events or build Communities in HighLevel? Join our free live HighLevel Courses, Events & Ticketing workshop and learn how to create training, sell access, run events and manage attendees inside HighLevel. Register for the next Free HighLevel Courses, Events & Ticketing Training Workshop Can You Build Online Courses in HighLevel? Yes. HighLevel includes dedicated course functionality that lets you create, organise and deliver online learning. A course can contain structured content that learners work through over time. That might include: video lessons; written content; training modules; supporting resources; downloadable material; and other learning content. HighLevel’s current course system allows you to create the course, organise the content, create an offer, configure pricing and then make the course available to learners. Who Could Use HighLevel Courses? The obvious use case is somebody selling online training. But that’s far from the only one. HighLevel courses could potentially be useful for: coaches; consultants; training businesses; membership organisations; professional services firms; software companies; franchises; customer onboarding; internal staff training; partner education; and lead-generation programmes. A course doesn’t necessarily need to be something you sell. It could simply be the most effective way of delivering repeatable information. Free Courses vs Paid Courses in HighLevel HighLevel can support both free and paid course models. You might create a free course to: generate leads; educate prospects; support customer onboarding; teach customers how to use your service; or demonstrate your expertise. Alternatively, the course itself may be the product. HighLevel currently allows course pricing structures including free, one-time payment and recurring payment. This means the platform can potentially support both straightforward course sales and ongoing membership-style training. Start With the Learning Outcome, Not the Course Builder This follows exactly the same philosophy we’ve used throughout these HighLevel workshops. Don’t start with: “How do I create a course in HighLevel?” Start with: “What should somebody know or be able to do when they’ve completed the course?” Then work backwards. What modules do they need? What lessons? What examples? What supporting resources? What order should everything be taught in? Learning objective → Course structure → Lessons → Delivery → HighLevel setup HighLevel is the delivery platform. It doesn’t replace good training design. Structure Your HighLevel Course Properly A common mistake when building online courses is simply uploading a collection of videos and calling it a course. A useful course should guide the learner through a logical journey. Think about: what they need to understand first; what can be taught later; how long lessons should be; where examples will help; what practical action they should take; and how each lesson builds on the previous one. The technology is easy compared with designing a genuinely useful learning experience. HighLevel Courses Can Be Sold as Offers Creating the course content is only one part of selling online training. You also need to decide how somebody gets access to it. HighLevel uses offers as part of this process. This lets you package and sell access to your course with an appropriate pricing structure. For example: free access; one-off course payment; recurring membership; or another suitable offer structure. The commercial model should reflect the value you’re providing rather than simply copying what another course creator does. Courses Can Become Part of a Wider Customer Journey This is where using HighLevel becomes particularly interesting. Imagine somebody purchases a course. You may want the process to look something like this: Customer buys course → Contact updated → Course access granted → Welcome email sent → Onboarding workflow begins → Follow-up communication scheduled Now your online course isn’t isolated from your CRM. It becomes part of the wider customer relationship. Use Courses for Customer Onboarding One of my favourite non-traditional uses of online courses is customer onboarding. If every new customer needs to learn the same things, ask whether some of that education could be delivered systematically. For example, an onboarding course could explain: how your service works; what happens next; what information you need; how customers should communicate with you; how to use a portal or software platform; common questions; and how to get the best result from working with you. This doesn’t necessarily replace personal service. It can remove repetitive explanation so your team has more time for higher-value conversations. Use HighLevel Courses for Staff Training The same principle can apply internally. Perhaps every new employee needs training on: company processes; systems; customer service standards; sales procedures; compliance; or specific job responsibilities. Instead of relying entirely on one employee repeatedly delivering the same training, structured course content can create consistency. That can be particularly valuable when a business is growing. What About HighLevel Communities? HighLevel also includes Communities. This allows you to create a private or branded space where members can interact, access content and engage with each other. A community could potentially sit alongside your course. For example: Course delivers structured learning → Community provides discussion, support and interaction HighLevel also allows courses to be made available within communities, including paid-course models. But for Read more…
Read more...
🎓 HighLevel Live Training Workshop #9 : Social Media & Reputation Management Workshop : 19 January 2027

HighLevel isn’t only a CRM and automation platform. It can also help you manage two areas that have a major influence on how prospects see your business: your social media presence; and your online reputation. With HighLevel’s Social Planner, you can plan, create, schedule and publish social media content from one place. And with HighLevel Reputation Management, you can build processes around requesting, monitoring and making better use of customer reviews and testimonials. Those two things are closely connected. Social media helps people discover and understand your business. Reviews and testimonials help provide the social proof that gives them confidence to choose you. Our free HighLevel Social Media & Reputation training workshop is designed to show you how both areas work inside HighLevel and how they can support your wider marketing. This workshop is part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops. Want to Get More From HighLevel Social Media & Reviews? Join our free live HighLevel Social Media & Reputation workshop and learn how to plan content, schedule posts, request reviews, collect video testimonials and build stronger social proof. Register for the next Free HighLevel Social Media & Reputation Management Training Workshop What Is HighLevel Social Planner? HighLevel Social Planner is designed to let you manage social content from one central place. You can connect supported social accounts, create content, schedule posts and view planned activity through a social media calendar. HighLevel currently supports Social Planner connections across platforms including: Facebook; Instagram; Threads; Google Business Profile; LinkedIn; TikTok; YouTube; Pinterest; HighLevel Community; and Bluesky. The available post formats and analytics vary by platform, but the central idea is straightforward: Create once → Adapt where necessary → Schedule → Publish → Review performance Why Manage Social Media From HighLevel? The obvious benefit is convenience. Instead of jumping between several social platforms simply to schedule content, you can manage much of the process from HighLevel. But there’s another benefit. Your social media activity is sitting inside the same wider platform as your: CRM; email marketing; forms; websites; sales pipelines; reputation management; and automation. That means social media stops feeling like a completely separate marketing activity. Don’t Start With “What Should We Post?” This is one of the most common social media questions. But I’d start one step earlier. Ask: “What role should social media play in our marketing?” Are you trying to: build awareness? demonstrate expertise? show proof and results? educate prospects? drive people to your website? promote events? support recruitment? generate enquiries? stay front of mind with existing customers? Once you know the objective, deciding what to post becomes much easier. Marketing objective first. Content second. HighLevel scheduling third. Plan Social Media Content Instead of Posting Randomly One of the biggest benefits of a social planner is being able to think ahead. Rather than realising at 4pm that you haven’t posted anything this week, you can build a content plan in advance. For example, your content might include a mixture of: educational posts; case studies; customer stories; reviews; video testimonials; behind-the-scenes content; FAQs; blog content; offers; events; team content; and opinion or commentary. The exact mix depends on your business and audience. The important thing is that your social media becomes intentional rather than accidental. Schedule Social Media Posts in Advance HighLevel Social Planner allows you to schedule content for future publication. This can be useful if you want to batch your social media activity. For example, you might spend an hour creating several posts and then schedule them across the next few weeks. That doesn’t mean your social media should become completely automated or robotic. There will still be opportunities to respond to current events, conversations and comments. But scheduling the core content can remove the pressure of constantly having to think of something new to publish. HighLevel Social Planner Supports Post Approvals This can be particularly useful if several people are involved in your marketing. HighLevel supports social post approval workflows. That means content can be prepared and then reviewed before publication. HighLevel also supports an external approval process using a secure link, allowing somebody such as a client or stakeholder to approve or reject posts without needing to log into HighLevel. This is useful for: marketing teams; agencies; business owners reviewing staff content; regulated businesses; and organisations where several people need visibility before something goes live. You Can Manage Social Comments From HighLevel Social media isn’t only about publishing. It’s about conversations too. HighLevel’s Social Planner supports comment management for several major platforms, allowing users to view and respond to comments from one dashboard. This can help reduce the need to constantly jump between different social applications. But the principle remains the same: Don’t simply broadcast. Pay attention to the conversation. HighLevel Social Media Analytics Scheduling content is only one part of the process. You also need to learn what is actually working. HighLevel includes Social Planner analytics across supported social platforms. That can help you review social performance and understand which types of content are generating attention or engagement. But don’t become obsessed with vanity metrics. A post getting 5,000 views isn’t necessarily more commercially useful than a post getting 200 views from exactly the right people. Think about what the business objective is. What Is HighLevel Reputation Management? The second major part of this workshop is Reputation Management. For many businesses, online reviews and testimonials influence whether a prospect decides to contact you. People want reassurance. They want to know: Have other people used you? Were they happy? Can they trust you? Do you deliver what you promise? A strong collection of genuine reviews and customer testimonials helps answer those questions. Why Google Reviews Matter Google reviews can influence both trust and local visibility. If somebody searches for a local business and sees one company with dozens or hundreds of positive reviews while another has very few, that difference can influence which business gets the enquiry. Reviews also provide something marketers have relied on for decades: social proof. It’s one Read more…
Read more...

HighLevel for Removals Companies: CRM, Marketing and Business Growth

HighLevel, also known as GoHighLevel, can be used as a CRM and marketing automation platform for removals companies. It can help organise enquiries, follow up quotations, share WhatsApp conversations across a team, answer calls using Voice AI, collect payments and request reviews. But rather than start with a software demonstration, let me explain how a furniture move sparked a conversation about growing a removals business. A furniture move from Stockport to West Didsbury Today I needed some furniture moving from Stockport to West Didsbury, Greater Manchester. LG Movers came highly recommended, and that is how I encountered Liam Gilmore, the owner. From the outset, he was responsive, helpful and happy to answer our questions. On the day, he delivered a great service. If you need furniture moving in the Manchester area, I can personally recommend Liam and LG Movers. Being fairly hands-on, I jumped in to help carry the furniture. During the move, I noticed Liam recording a video on his phone. He explained that it was for social media. That made me suspect he was the owner. Here was someone doing the physical work while also thinking about how to promote the business. As the morning progressed, we got chatting. Sure enough, Liam was the boss. I mentioned that I work in marketing automation. That description did not mean much to him initially. Fair enough. When you are busy running a removals company, “marketing automation” probably sounds less immediately useful than another pair of hands. But when we started talking about leads, WhatsApp and missed calls, the conversation became much more relevant. Great service generates referrals. Growth needs a consistent flow of enquiries Liam explained that referrals bring him work. That is a good starting point. My own booking was evidence that recommendations were working. But he wants more leads to grow the business. This is a familiar situation for small business owners. You deliver a good service. Customers recommend you. Yet the flow of new enquiries can still feel unpredictable. For a removals company, several questions are connected: How do more people discover you? What happens when they enquire? Who responds if the owner is busy? Are quotations followed up? Does each completed job create an opportunity for a review or referral? How do you coordinate more work as the team grows? How quickly do you collect payment? A well-configured CRM can help organise these activities. HighLevel goes further by bringing customer management together with marketing, communications and automation. However, the starting point should always be what the business needs. Already using removals software? A quick note before we continue If you are researching a CRM for a removals company, you may also encounter specialist moving and storage software. Examples include: Software What it focuses on MoveMan Removals management, with options covering customer management, move administration, storage and crew apps. Moveware CRM and operational management for moving, relocation and storage businesses. Supermove Moving and storage software covering sales, jobs and people. MoveBoard by Elromco Moving company software covering enquiries, quotations, booking, customer communication and crew tools. These are examples of specialist platforms rather than a ranking. Some already include CRM, follow-up and marketing features. If your existing software handles your operation well, there may be good reasons to keep it. We would look at what it already does, identify any gaps and assess whether HighLevel would add enough value. Any connection between systems would need checking. There is no assumption that a ready-made integration exists. For a smaller business, HighLevel may provide the customer management and marketing foundation it needs. For a more complex operator, it may have a role alongside specialist operational software. Back to Liam, and the opportunities we discussed while moving furniture… Turn social media posting into a system with HighLevel Social Planner Liam was already creating content while doing his everyday work. That is valuable. Real footage shows the people, care and effort behind the service. It gives prospective customers something more convincing than a generic photograph of a removal van. The opportunity is to organise that content so posting becomes a manageable routine. HighLevel’s Social Planner lets a business connect supported social accounts, prepare content and schedule posts through a shared calendar. Content can be prepared in batches and scheduled ahead, rather than relying on Liam finding time to publish between jobs. For a removals company, that could include: Videos from recent moves, with customer permission. Packing and furniture protection tips. Answers to common moving questions. Introductions to the team. Customer feedback and testimonials. Advice about access, parking and moving-day preparation. Liam could continue capturing the raw material. Another team member could help prepare and schedule the posts. That turns an occasional activity into a systematic, scalable marketing process. The business can maintain a consistent presence even when everyone is busy delivering the service. Give that content a longer life on the website Social media is useful, but a busy feed moves quickly. A post can continue reaching people after publication. However, relying entirely on social media means relying on what the platform chooses to show people. But having a website with useful website content creates another opportunity: being discovered when someone is actively looking for help. Liam felt his website could be better. My suggestion was to make more use of the experience and content he was already collecting. Our furniture move from Stockport to West Didsbury could become a short job story explaining what needed moving, how the team approached it and what the customer thought afterwards. That gives the business something specific and credible to publish, supported by its own experience. Build a new removals website with HighLevel AI Studio Creating a better website does not necessarily mean commissioning an expensive development project. Using AI Studio in HighLevel, Liam could describe the website he wants and use AI to build it himself. That could include a blog or content section for content, advice and job stories. He would still need to check the details, wording, photographs and finished pages. Read more…
Read more...
HighLevel for Paintball Venues: More Group Bookings, Repeat Players and Less Chasing

Running a successful paintball venue involves much more than delivering a great day on the field. Someone has to answer enquiries, help organisers choose a package, follow up with undecided groups and make sure players know what to expect. Then, once the day is over, there is another opportunity: getting those players back. HighLevel can help paintball venues build a marketing and follow-up system around their business, turning enquiries into group bookings and first-time players into returning customers. That includes WhatsApp enquiries, an AI receptionist for out-of-hours calls, corporate event follow-up, player communications, video testimonials and an evergreen marketing programme throughout the year. I have previously worked with a UK nationwide paintball business, so the opportunities around group organisers, enquiries and repeat visits are familiar to me. Keep your paintball booking system. Build the marketing around it. Your venue may already have software managing session availability, group sizes, deposits, packages, waivers and check-in. If it works well, there may be no reason to replace it. Booking and venue management platforms serving paintball businesses include: Resova: activity booking software serving paintball operators, with scheduling, payments, automated messages, promotions and marketing integrations. RecTech: recreation venue software serving paintball fields, with reservations, digital waivers, check-in and built-in marketing campaigns. SkirmOps: software aimed at UK paintball, airsoft and laser tag venues, with bookings, digital waivers, equipment management and automated communications. These are examples of relevant platforms, rather than a ranking of the most widely used systems. Do paintball booking platforms already include marketing? Yes. Their capabilities vary, but some go well beyond taking reservations. Resova lists promotional codes, abandoned booking recovery, feedback requests and Mailchimp integration. RecTech advertises player segmentation and multi-step email campaigns. SkirmOps describes automated confirmations, reminders and follow-up. The question is whether your current setup delivers the complete marketing and sales process your venue needs. Do WhatsApp enquiries receive consistent follow-up? Are corporate proposals tracked? Are previous players encouraged to organise their own groups? Are out-of-hours calls answered? Does someone maintain your marketing throughout the year? HighLevel can provide a central CRM, communication and automation system around those requirements. We would review your existing capabilities first, decide which system should handle each task and check the available integration options. Let your booking platform handle the operational tasks it does well, then use HighLevel to build the wider marketing and sales process. A direct HighLevel connection to Resova, RecTech, SkirmOps or any other booking platform should not be assumed. Available integrations, accessible data and subscription requirements need checking individually. 1. Turn WhatsApp questions into paintball bookings Booking paintball often starts with a conversation. “How many people do we need?” “What does the package include?” “Do you offer junior or low-impact paintball?” “Can you accommodate our work team?” A WhatsApp button on your website gives potential customers an easy way to ask those questions while discussing plans with their group. With WhatsApp connected to HighLevel, you can build a process around the enquiry: Capture the organiser’s details. Ask about group size, preferred date and the occasion. Send information about suitable packages. Explain what is included and any additional costs. Direct them to the appropriate booking page. Follow up while they confirm numbers with their group. The aim is to help the organiser get their event booked, rather than leave them to work everything out alone. Someone arranging a junior birthday party needs different information from someone organising a corporate event. Your conversations and follow-up should reflect that. You can read more about adding a WhatsApp option alongside your website enquiry form. 2. Follow up while the organiser gathers the group A paintball enquiry may come from someone who is interested but still needs to persuade everyone else. They might be arranging a birthday, stag or hen party, corporate event or weekend with friends. One reply is not always enough. HighLevel can help you create a follow-up process that provides useful information, prompts staff when personal attention is needed and stops when the booking is confirmed. For example, you could send the organiser a simple package summary they can share with their group. That summary might explain the session length, equipment provided, paintball allowance, available extras and how to reserve places. WhatsApp can carry quick questions and replies. Email can provide more detailed information. Clear information makes it easier for the organiser to turn a tentative idea into a confirmed event. 3. Keep players informed, not just the booker The person making the booking is only one member of the group. If all communication goes to that person, they become responsible for passing on arrival instructions, clothing advice and registration links. Instead, you could invite the organiser to share a player registration link. Each participant enters their own details and is associated with the booking. In HighLevel, each person you want to message would have a contact record. A Booking custom object could hold the date, venue, session, package and booking status. Contacts can be linked as Booker or Player, with the organiser having both roles where appropriate. There is no need to create a duplicate contact when a player later becomes a booker. If more detailed attendance history is needed, a Player Participation custom object could link each person to each visit and record visit-specific information. Custom objects organise the booking and player relationships. Messages are sent to the associated contact records. With the appropriate setup and communication permissions, practical messages could be sent by email, text or WhatsApp covering: Where to go and when to arrive. Suitable clothing and footwear. What the chosen package includes. Links to your existing registration or waiver process. Food arrangements and other venue-specific information. Relevant changes to the booking. For junior bookings, communications should be designed around the parent or guardian and your venue’s existing procedures. Your booking and waiver software should continue handling the operational requirements it already manages well. We would also check which messages it sends to avoid duplicate reminders. 4. Turn previous players into future organisers Someone who attends a friend’s birthday Read more…
Read more...
HighLevel Subscriptions vs HighLevel Recurring Invoices: Which Should You Use?

If you want to charge a customer every month in HighLevel, you have two options: subscriptions and recurring invoices.Both can collect payment automatically. Both can work well for ongoing services. So which should you choose?For me, the decision goes beyond getting this month’s payment collected. I also want to know what happens to the billing if the business or its software changes in the future. That is where an important difference becomes apparent. What is a subscription in HighLevel? A subscription is an individual customer’s ongoing purchase of a product or service, billed at an agreed interval. For example, you might sell website support for £150 per month. Each customer who signs up has their own subscription to that service. Other examples include: £49 per month for a membership. £200 per month for a coaching programme. An annual subscription for access to online training. What does HighLevel mean by a “recurring product”? This terminology can cause confusion. You hear “recurring product”, “subscription” and “recurring invoice”, and it sounds as though there are three different billing options. For the purposes of this article, we are looking at two ways to collect repeating payments in HighLevel: subscriptions and recurring invoices. A recurring product is the offer you sell, with a repeating price. When setting up your product in HighLevel, you choose whether its price is one-time or recurring. For website support, that could mean: Price setting What the customer buys One-time: £150 Website support for a single payment of £150 Recurring: £150 per month Website support paid monthly HighLevel calls the second option a recurring product. The setting tells the system how much to charge and how often, but creating the product alone does not start collecting payments. When a customer purchases it through a supported checkout or payment link, their subscription is created using that price. You can also create a subscription manually using supported payment options. So you have: The product: Website support. Its recurring price: £150 per month. The customer’s subscription: Their ongoing billing arrangement for that service. You do not need an additional “repeating product” or a separate recurring invoice schedule to collect the same subscription payment. HighLevel’s recurring pricing settings can also include trial periods and setup fees, where supported. How does a Stripe subscription work? With a genuine Stripe-backed subscription, the recurring billing arrangement exists in Stripe. The subscription contains the customer, recurring price, billing interval and payment method. Stripe then generates subscription invoices and attempts to collect payment each billing cycle. Take our website support example. The customer signs up for £150 per month through a supported HighLevel checkout. Their subscription is created in Stripe, and Stripe runs the monthly billing schedule. HighLevel connects the purchase to the customer’s CRM record and can receive payment and subscription status information from Stripe. You can also review supported subscriptions in Payments → Subscriptions in HighLevel and use the available management controls. Managing a subscription through HighLevel does not necessarily mean HighLevel controls the underlying billing schedule. What is a recurring invoice in HighLevel? A recurring invoice is an invoice template that HighLevel uses to generate and send bills on a schedule. For example, an accountant might create a monthly invoice for bookkeeping, or an agency might set up quarterly invoices for an ongoing service. You define the invoice details and frequency. HighLevel then generates the invoices according to that schedule. You can amend the template, adjust the schedule and include client-specific notes or terms. This approach suits businesses where the customer relationship is organised around an agreed service and regular invoices. Can recurring invoices collect payment automatically? Yes. Recurring invoices do not have to mean asking the customer to pay manually every month. With Auto-Pay enabled and a valid card available, HighLevel can automatically charge the customer when each recurring invoice becomes due. If no card is available when you create the schedule, the customer may need to pay the first invoice manually. Future invoices can then collect automatically after that successful payment. Using Stripe as the payment provider, the practical distinction is: Billing approach Which system runs the repeating schedule? How is payment collected? Genuine Stripe subscription Stripe Stripe collects payment as part of its subscription billing cycle HighLevel recurring invoice with Auto-Pay HighLevel HighLevel generates the invoice and initiates collection through Stripe when it becomes due Both can collect £150 every month for website support. The difference is where the instruction to keep collecting that £150 lives. Can subscriptions generate invoices and receipts too? Yes. You do not need to choose recurring invoices simply because your customers need an invoice every month. With a genuine Stripe subscription, Stripe automatically generates an invoice for each billing cycle. When payment is successfully collected, that invoice is marked as paid. Stripe can also email the customer a payment receipt and provide the associated billing documents when the appropriate customer email settings are enabled. A customer paying £150 per month for website support can therefore have: Automatic monthly payment collection. An invoice for each monthly billing cycle. An emailed receipt confirming each successful payment. HighLevel can also send automatic sales receipts for subscription payments. However, I would choose which system sends the receipts to avoid customers receiving duplicate emails. My preference is to let Stripe handle the subscription billing and its invoice and receipt emails. That keeps the billing arrangement and customer payment documentation together in the business’s own Stripe account. The difference between subscriptions and recurring invoices is therefore not whether customers can receive an invoice. It is which system controls the repeating billing schedule and how you want to manage it. When would I use a subscription? I would generally choose a subscription for a clearly defined ongoing offer that customers join. Typical examples include: Memberships and paid communities. Ongoing coaching programmes. Software subscriptions. Website support and maintenance packages. Monthly support plans. Subscription access to courses or training. Subscriptions are particularly useful when you want a consistent signup process or a trial before paid billing begins. Read more…
Read more...