HighLevel

If you want your team to get more from HighLevel, sometimes the fastest way isn’t another online course or a day watching software demonstrations.

It’s getting everyone together and working on your actual business, your actual processes and your actual HighLevel account.

I provide on-site GoHighLevel training and implementation for businesses across the UK and internationally.

Rather than delivering generic HighLevel software training, I work alongside your team to understand what you’re trying to achieve, show you how the relevant parts of HighLevel work and, wherever practical, start implementing them with you.

By the end of the session, the objective isn’t simply for your team to know more about HighLevel.

It’s for your business to have made progress with HighLevel.

On-Site HighLevel Training That Gets Things Done

There is an important difference between learning software and learning how to use software in your business.

I favour the second.

If we’re looking at sales pipelines, we don’t need to spend the day looking at a fictional company’s pipeline.

We can look at your sales process and start designing your HighLevel pipeline.

If we’re learning workflows, we can map one of your actual customer journeys and start building the automation.

If we’re looking at calendars, we can consider how your customers currently book appointments and how HighLevel could improve the process.

If your challenge is AI, we can identify where tools such as Voice AI, Conversation AI or other HighLevel AI capabilities could genuinely save time or improve the customer experience.

Why Combine HighLevel Training and Implementation?

I’ve worked with CRM and marketing automation since 2009, and one thing I’ve learned is that people understand systems much better when they’re working on something real.

You can explain workflows on a PowerPoint slide.

Or you can open HighLevel, build a workflow around a process your team deals with every day and explain why each step is there.

The second approach tends to make considerably more sense.

It also means your investment in training can produce something tangible.

Depending on what we’re working on, an on-site session might result in progress on things such as:

• your sales pipeline;
• enquiry follow-up;
• appointment booking and reminders;
• email and SMS automation;
• database structure;
• lead nurturing;
• missed-call follow-up;
• review generation;
• forms and surveys;
• customer reactivation;
• WhatsApp;
• workflows;
• reporting;
• websites and funnels;
• or HighLevel’s AI tools.

We don’t need to cover all of those.

In fact, I’d generally advise against trying.

The agenda should be driven by what will make the biggest difference to your business.

More Than HighLevel Training: Marketing, Coaching and Implementation

If you’re bringing someone into your business to spend a day with your team, I think they should be able to contribute more than simply showing you where to click in HighLevel.

I’m a Certified Entrepreneurs Circle Marketing Coach, with 30 years of hands-on direct marketing experience and 17 years working with CRM and marketing automation.

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

Through my own HighLevel agency, MarketerM8, I’ve also personally onboarded more than 100 new HighLevel users, so I’m still working with the platform and its users in the real world.

I’ve also helped Entrepreneurs Circle GenieAI subscribers implement AI and marketing automation in their businesses.

That means when I spend a day with your team, I’m effectively wearing three hats.

1. The Marketer

We can look at the marketing and sales problem you’re trying to solve.

• Are you generating the right leads?
• Are enquiries being followed up properly?
• Where are prospects falling out of your sales process?
• Are you nurturing people who aren’t ready to buy yet?
• Are you doing enough with existing and past customers?
• Could you improve referrals, reviews, reactivation or customer retention?

These questions come before the software.

2. The Marketing Automation Specialist

Once we understand the business problem, we can look at how CRM and automation could help solve it.

That might mean improving your sales pipeline, automating follow-up, creating nurture sequences, connecting different systems, improving your database or removing repetitive manual processes.

I’ve been doing this since 2009, long before HighLevel existed.

HighLevel happens to be the platform I specialise in today, but the underlying principles of good CRM and marketing automation are much broader than one piece of software.

3. The Marketing Coach

Sometimes the most valuable outcome isn’t something I build.

It’s helping your team work out what they should be doing.

That’s where my experience as a Certified Entrepreneurs Circle Marketing Coach becomes particularly useful.

I can challenge assumptions, ask questions, help your team think through the customer journey and turn ideas into practical actions.

Rather than simply saying:

we can ask:

Only then do we decide what to build.

Marketing First. HighLevel Second.

This is an important part of my approach.

HighLevel gives us an extraordinary toolbox, but having more tools doesn’t automatically produce better marketing.

You can build a technically perfect email automation around a poor offer.

You can automate an ineffective sales process.

You can build an impressive pipeline that nobody uses.

You can send the wrong message to the right prospect incredibly efficiently.

And you can introduce AI into a process that would actually be better handled by a human.

So when we’re working together, we don’t start with:

“What can HighLevel do?”

We start with:

“What are we trying to achieve?”

Then we work out how HighLevel, marketing automation and AI can help us achieve it.

That’s the difference between HighLevel software training and the way I prefer to work with businesses.

On-Site GoHighLevel Training Across the UK and Worldwide

Although I’m based in the UK, my on-site HighLevel training and implementation isn’t restricted to UK businesses.

I’ve worked face-to-face with clients in:

• the United Kingdom;
• the United States;
• Canada;
• Ireland;
• Malta;
• and Romania.

I can therefore travel to work with businesses and teams throughout the UK or internationally.

Travel, accommodation and other reasonable expenses are added where required.

What Could an On-Site HighLevel Day Look Like?

There isn’t a standard agenda because that’s rather the point.

Your business isn’t identical to everybody else’s.

Before an on-site session, we’ll establish what you’re currently doing, where the problems or opportunities are and what we want to achieve from our time together.

A day could involve a mixture of:

Strategy

Understanding your marketing, sales and customer processes and deciding where HighLevel can make the biggest difference.

Training

Showing your team how the relevant HighLevel features work and answering questions as we go.

Implementation

Actually configuring or building elements of your HighLevel system together.

Problem Solving

Looking at things that aren’t currently working or processes that could be simplified.

Coaching

Helping the team think through what they’re trying to achieve, challenging assumptions and turning ideas into practical marketing actions.

Planning

Agreeing what should happen next, what your team can handle internally and where additional specialist help might be useful.

The exact balance depends on your business.

Develop Your Own HighLevel CRM Champion

One of my preferred outcomes from working with a business is to identify somebody internally who can become its CRM Champion.

That doesn’t mean they need to become a HighLevel developer or know every corner of the platform.

They need enough understanding to take ownership of the system.

They should understand why things have been built, be able to make sensible changes and know when something requires specialist help.

This reduces dependency on outside consultants and helps HighLevel become part of how your business operates rather than another piece of software nobody quite owns.

Who Is On-Site HighLevel Training For?

On-site training can work particularly well for:

• business owners and leadership teams;
• marketing teams;
• sales teams;
• internal CRM administrators;
• businesses appointing a CRM Champion;
• companies moving from another CRM to HighLevel;
• existing HighLevel users who feel they’re underusing the platform;
• and teams wanting to introduce more automation or AI.

It can also work well where different people in the business currently have different levels of HighLevel knowledge.

Getting everyone together can help establish a common understanding of what the system is for and how it should be used.

Do We Need to Be an Existing MarketerM8 Client?

No.

You don’t need to have purchased HighLevel through MarketerM8 for me to work with you.

If you already have a HighLevel account through another provider, we can work with your existing account, subject to having the access required for what we’re trying to achieve.

If you’re still evaluating HighLevel, it may make sense to have a conversation first about what you’re trying to achieve before committing to training.

What If We Need More Than One Day?

That’s absolutely fine.

Some businesses need a focused day addressing a particular issue.

Others have a much bigger CRM, marketing automation or implementation project.

For larger projects, I prefer working in sprints.

We agree the priorities, work together for a day, review the progress and then decide what needs to happen next.

That means you don’t have to commit to a huge implementation project before we’ve started working together.

You can make progress, assess the value and continue as required.

What If On-Site HighLevel Training Isn’t Practical?

You don’t necessarily need me physically in the room.

I also provide remote HighLevel training and implementation via Zoom.

The same Done-With-You principle applies. We can share screens, work inside your HighLevel account and build things together without the additional travel time and expense.

For many smaller projects, remote training is the most practical option.

For larger teams, strategy days or situations where several departments need to work together, on-site can be particularly valuable.

Free GoHighLevel Training Is Also Available

If you’re not yet at the stage where you need bespoke help, you may not need to pay for training at all.

MarketerM8 runs a rolling programme of 13 free live HighLevel training workshops, covering everything from HighLevel Foundations and Calendars through to Workflows, Pipelines and AI.

You can join at any point and attend the subjects that are relevant to you. The current workshop programme confirms the 13-part rolling series. :contentReference[oaicite:1]{index=1}

Explore the Free GoHighLevel Training Programme →

Frequently Asked Questions About On-Site GoHighLevel Training

Do You Provide On-Site GoHighLevel Training Anywhere in the UK?

Yes. I can travel to businesses throughout the UK.

Travel, accommodation and other reasonable expenses are added where required.

Do You Provide HighLevel Training Outside the UK?

Yes.

I’ve previously worked on-site with clients in the US, Canada, Ireland, Malta and Romania, as well as the UK.

International training and implementation can be arranged, with travel and accommodation expenses added as appropriate.

Is This HighLevel Training or Consulting?

It can be both.

My approach combines training, marketing coaching, consulting and implementation according to what your business needs.

The objective isn’t simply to deliver a predetermined course. It’s to help your business use HighLevel more effectively and improve the marketing and business processes behind it.

Can You Work Directly on Our HighLevel Account?

Yes, provided I have the appropriate access.

In fact, working on your actual account is one of the main benefits of the Done-With-You approach.

Can You Train Our Whole Team?

Yes.

We can tailor the session around the people attending, their responsibilities and what they need to understand about HighLevel.

Can You Help Us Build Workflows and Automations During the Training?

Yes.

Where appropriate, we can build or improve actual workflows and automations while explaining what we’re doing and why.

Do We Have to Be a MarketerM8 HighLevel Customer?

No.

I can work with businesses that already have HighLevel accounts elsewhere.

Can You Help Us Decide What We Should Automate?

Yes, and this is an important part of my approach.

With 30 years of hands-on direct marketing experience, 17 years working with CRM and marketing automation and my experience as a Certified Entrepreneurs Circle Marketing Coach, we can look at the marketing and business process first before deciding how HighLevel should be configured.

Talk to Julian About On-Site HighLevel Training

If you’d like to discuss on-site GoHighLevel training and implementation for your business, the best starting point is a short conversation.

We’ll look at what you’re currently doing, what you’re trying to achieve and whether an on-site session, remote training or a broader Done-With-You implementation project makes most sense.

You don’t need to sit in a classroom to learn HighLevel.

In fact, for many businesses, the most effective way to learn HighLevel is to share a screen, open your actual HighLevel account and start working on something real.

I provide remote GoHighLevel training and implementation for businesses in the UK and worldwide.

Sessions are normally delivered over Zoom, although we can also use Microsoft Teams or Google Meet if your business prefers.

This isn’t a generic online HighLevel course.

It’s live, personalised Done-With-You HighLevel training and implementation, built around your business, your team and what you’re trying to achieve.

We can look at a problem, decide how HighLevel could help, build the solution together and make sure you understand how it works.

How Does Remote HighLevel Training Work?

Remote HighLevel training is normally delivered live over Zoom, although we can also use Microsoft Teams or Google Meet.

Zoom is my preferred platform because it works particularly well for screen sharing and collaborative HighLevel training, but the principle is the same whichever platform we use.

Rather than me presenting a predetermined HighLevel course, we share screens and work directly with your own HighLevel account.

That means if you want to understand sales pipelines, we can look at your sales pipeline.

If you need to learn workflows, we can build one of your workflows.

If appointment booking is the problem, we can configure your calendars and reminders.

If you want to explore AI, we can look at where HighLevel’s AI tools could make a practical difference to your business.

The training and implementation happen together.

Remote HighLevel Training Is Not Just Software Training

HighLevel is the technology we’re using, but knowing where to click isn’t enough.

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

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

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

I’m also a Certified Entrepreneurs Circle Marketing Coach and have helped Entrepreneurs Circle GenieAI subscribers implement AI and marketing automation in their businesses.

That means when we’re working together remotely, I’m effectively wearing three hats.

1. The Marketer

Before we automate something, we can consider the marketing problem.

• Are enquiries being followed up properly?
• Where are prospects falling through the cracks?
• What happens to people who aren’t ready to buy today?
• Are you making enough of existing and past customers?
• Could you improve reactivation, reviews, referrals or retention?

These questions often matter more than the software.

2. The Marketing Automation Specialist

Once we know what we’re trying to achieve, we can work out how HighLevel can help.

I’ve specialised in CRM and marketing automation since 2009, long before HighLevel existed.

We can look at workflows, pipelines, databases, integrations, communications and other systems and decide how they should fit together.

HighLevel happens to be the platform I specialise in today, but the principles of good CRM and marketing automation are much broader than one piece of software.

3. The Marketing Coach

Sometimes you don’t need somebody to build something.

You need somebody to ask the right questions.

As a Certified Entrepreneurs Circle Marketing Coach, I can help you think through the marketing objective, challenge assumptions and turn ideas into practical actions.

So instead of starting with:

“How do we build this in HighLevel?”

we can start with:

“What are we trying to achieve?”

Then we decide what HighLevel should do.

Marketing First. HighLevel Second.

This is an important part of my approach.

HighLevel gives us an extraordinary toolbox, but having more tools doesn’t automatically produce better marketing.

You can build a technically perfect email automation around a poor offer.

You can automate an ineffective sales process.

You can build an impressive pipeline that nobody uses.

You can send the wrong message to the right prospect incredibly efficiently.

And you can introduce AI into a process that would actually be better handled by a human.

So we don’t start with:

“What can HighLevel do?”

We start with:

“What are we trying to achieve?”

Then we work out how HighLevel, marketing automation and AI can help us achieve it.

What Can We Work on During Remote HighLevel Training?

Because the sessions are personalised, we don’t need to follow a fixed syllabus.

We could work on:

• sales pipelines and opportunities;
• workflows and automation;
• calendars and appointment booking;
• email marketing;
• SMS and WhatsApp;
• forms, surveys and quizzes;
• database organisation;
• Smart Lists;
• lead nurturing;
• enquiry follow-up;
• customer reactivation;
• reputation and review generation;
• websites and funnels;
• integrations;
• reporting;
• AI;
• Voice AI;
• Conversation AI;
• or another HighLevel challenge specific to your business.

But I generally wouldn’t recommend trying to cover everything.

We should concentrate on the things that will make the biggest difference to your business.

Learn HighLevel Using Your Own Business

This is probably the biggest difference between personalised remote training and watching generic HighLevel tutorials.

Imagine you want to learn workflows.

We could spend an hour looking at fictional workflow examples.

Or we could take a real process from your business:

We build it together.

While we’re doing that, I can explain triggers, actions, If/Else conditions, waits, opportunities and other HighLevel concepts.

You’re learning the HighLevel skills while applying them to something real.

But at the end, you’ve also got a workflow your business can actually use.

That’s why I favour learning through implementation.

Your HighLevel Training Session Becomes a Training Resource

There’s another major benefit to the way I deliver remote HighLevel training.

Our sessions are recorded using Fathom.

That means you’re not relying on somebody frantically taking notes during the session or trying to remember three weeks later why we built something in a particular way.

Fathom gives us much more than a simple video recording.

After a session, we have:

• the video recording;
• a searchable transcript;
• an AI-generated summary;
• automatically identified action points and next steps;
• and the ability to use Ask Fathom to ask questions about what was discussed.

That last feature is particularly useful.

Imagine we spend a couple of hours working together and, three months later, you can’t remember what we said about a particular workflow.

Traditionally, somebody would have to find the recording and scroll through potentially hours of video trying to find the relevant five minutes.

With Ask Fathom, you can ask a question about the meeting and use AI to locate the relevant part of the conversation.

So the recording doesn’t simply become another video sitting in a folder that nobody watches again.

Useful for Refresher Training and New Members of Staff

This becomes even more valuable over time.

The people attending the original HighLevel training can return to the recording when they need a refresher.

If your CRM Champion can’t remember why we configured something in a particular way, they can revisit the relevant discussion.

And when somebody new joins your business, selected recordings can become part of their HighLevel onboarding and staff training.

Instead of simply telling a new employee:

“This is how our HighLevel system works.”

they can potentially watch the actual session where the team discussed the process, made the decisions and built the system.

They don’t just see what was built.

They can understand why it was built that way.

That’s particularly valuable because HighLevel systems inevitably become more sophisticated over time.

Six months later, it’s easy to look at a workflow and wonder:

“Why did we do that?”

The original training recording can provide the context.

Build Your Own Internal HighLevel Training Library

If we work together over several sessions, those recordings can gradually create something else:

your own internal HighLevel training library.

Rather than generic tutorials about how HighLevel works, you build up recordings showing how your company’s HighLevel system works.

For example, your library might eventually contain sessions covering:

• how your sales pipeline works;
• how new enquiries are handled;
• how your workflows operate;
• how appointments are booked and followed up;
• how your database is organised;
• how your team should use opportunities;
• how your marketing automation works;
• and why particular decisions were made.

Combined with the transcripts, AI summaries, action points and Ask Fathom functionality, these recordings become much more useful than conventional meeting recordings.

We’re not simply implementing HighLevel.

We’re also gradually building the knowledge inside your business to understand and manage it.

Develop Your Own HighLevel CRM Champion

For businesses with several people using HighLevel, I particularly like working with somebody who can become the internal CRM Champion.

They don’t need to become a HighLevel expert overnight.

The aim is to gradually develop somebody who understands:

• how your HighLevel account is structured;
• why workflows and processes have been built;
• how to make straightforward changes;
• how to test things;
• what they can safely manage themselves;
• and when specialist help is required.

The Fathom recordings can become particularly useful to your CRM Champion because they create a searchable record of the decisions and training sessions we’ve had together.

Over time, that gives your business more control over its own system.

Why Remote HighLevel Training Can Be More Practical Than On-Site Training

There are situations where getting everybody together in the same room makes sense.

That’s why I also offer on-site HighLevel training and implementation.

But remote training has some obvious advantages.

• There’s no travel time.
• There are no travel or accommodation expenses.
• You can bring together team members working in different locations.
• We can screen share and work directly inside HighLevel.
• The sessions can be recorded and turned into reusable training resources.

For many businesses, particularly where we’re working with one person or a small team, remote training is the simplest way to make progress.

Remote HighLevel Training Anywhere in the World

Because the sessions take place online, I can work with HighLevel users virtually anywhere.

I’m based in the UK, but I work with businesses internationally.

Whether you’re in the UK, Europe, North America or elsewhere, we can work together remotely as long as we can find a suitable time.

For international clients, we’ll simply agree session times that work across the relevant time zones.

What If We Need More Than One Session?

That’s very common.

You don’t need to learn or implement everything in one go.

In fact, I generally prefer the opposite approach.

For larger projects, we can work in sprints.

We agree the immediate priorities.

We work together.

You implement and use what we’ve created.

Then we review what we’ve learned and decide what comes next.

This can be particularly effective with HighLevel because your requirements often become clearer once you start using what we’ve built.

Rather than trying to design the perfect system on day one:

we can build, use, learn and improve.

What If We Need On-Site HighLevel Training?

Sometimes remote isn’t the right solution.

If you’re bringing together a larger team, planning a CRM strategy day or need several departments involved, having everybody in the same room can be valuable.

I provide on-site GoHighLevel training and implementation throughout the UK and internationally.

I’ve previously worked face-to-face with clients in the UK, US, Canada, Ireland, Malta and Romania.

Travel, accommodation and other reasonable expenses are added where required.

Find Out About On-Site GoHighLevel Training & Implementation →

What If We Just Want to Learn HighLevel?

You may not need personalised training at all.

MarketerM8 runs a rolling programme of 13 free live HighLevel training workshops.

The workshops cover the major areas of HighLevel, including Foundations, email marketing, calendars, pipelines, workflows, databases, forms and surveys, websites and funnels, social media, courses and communities, ecommerce, advanced marketing and HighLevel AI.

You can join the programme at any point and attend the subjects that are useful to you.

Explore the Free GoHighLevel Training Programme →

If you’re completely new to the platform, you may also want to read:

How to Learn GoHighLevel: The Best Way to Learn HighLevel →

Frequently Asked Questions About Remote GoHighLevel Training

Is the HighLevel Training Live?

Yes.

The personalised remote training is delivered live, normally over Zoom, although Microsoft Teams and Google Meet can also be used.

This means we can discuss your questions and work directly on your own HighLevel account.

Are the HighLevel Training Sessions Recorded?

Yes.

Our remote sessions can be recorded using Fathom, providing a video recording, transcript, AI-generated summary and action points.

The recording can then become a useful reference and training resource for your team.

Can We Search the HighLevel Training Recordings?

Fathom’s AI capabilities make it much easier to revisit previous conversations.

Using Ask Fathom, you can ask questions about a recorded meeting and locate relevant parts of the conversation without manually scrolling through the entire video.

Can We Use the Recordings to Train New Staff?

Yes.

The recordings can be particularly valuable for refresher training and onboarding new members of staff because they capture not only how your HighLevel system works, but also the discussions and decisions behind how it was configured.

Do I Need to Be in the UK?

No.

Remote HighLevel training and implementation is available worldwide.

I’m based in the UK, but we can arrange sessions across different time zones.

Do I Need to Be a MarketerM8 Customer?

No.

You don’t need to have purchased HighLevel through MarketerM8.

If you already have a HighLevel account elsewhere, we can normally work with that account, subject to having the access required.

Can You Work Directly on My HighLevel Account?

Yes.

That’s one of the main benefits of the approach.

Rather than demonstrating everything in a training account, we can work on your actual HighLevel system.

Can You Help Build Things During the Training?

Yes.

That’s why I call it Done-With-You implementation.

Where appropriate, we can build workflows, pipelines, calendars, forms, automation and other elements while you learn how and why they work.

Can You Train Several Members of Our Team?

Yes.

We can include multiple members of your team and tailor the training around their responsibilities.

Can You Help Us Decide What We Should Build?

Yes.

In many cases, that’s more important than knowing how to build it.

My background combines 30 years of hands-on direct marketing, 17 years of CRM and marketing automation and experience as a Certified Entrepreneurs Circle Marketing Coach.

We can therefore look at the marketing or business objective first, then decide how HighLevel should support it.

Is Remote or On-Site HighLevel Training Better?

It depends on what you’re trying to achieve.

Remote training is usually very efficient for individuals and smaller teams because we can screen share and work directly on your HighLevel account without travel costs.

On-site HighLevel training can be particularly useful when you want to bring a larger team together, involve several departments or combine HighLevel training with a broader marketing or CRM strategy day.

Talk to Julian About Remote HighLevel Training

If you’ve reached the point where watching more HighLevel videos isn’t solving the problem, let’s look at your actual business instead.

We can work together remotely using Zoom, Microsoft Teams or Google Meet, share screens and use your own HighLevel account.

We’ll concentrate on what you’re trying to achieve, work out how HighLevel can help and, wherever practical, start building it together.

And because our sessions can be recorded with Fathom, the knowledge doesn’t disappear when the call ends.