Veterinary Practices – Unlock New Levels of CRM & Marketing Automation: HighLevel Custom Objects

In an exciting leap forward for veterinary practices, the latest update to HighLevel’s software introduces Custom Objects Workflow Automation—a game-changer for managing pet care and owner communication. For clinics juggling hundreds, if not thousands, of pet records, this new feature provides unparalleled efficiency and personalization.

Imagine this: instead of manually tracking each pet’s vaccination schedule or sending generic appointment reminders, your clinic can now automate communications tailored to both pet owners and their furry friends. Custom Objects allow you to create unique data records—like pets within an owner’s profile—that seamlessly integrate into automated workflows.

Here’s how it works for a veterinary practice:

  • Custom Object: Pets
    Each contact record (the pet owner) is linked to one or more custom objects (their pets). These objects store specific details like the pet’s name, breed, and most importantly, their birthday or key care dates.
  • Workflow Example: Birthday Greetings
    Using Custom Objects, your clinic can now send automated birthday messages to pet owners. A workflow could trigger an email saying, “Happy 3rd Birthday, Max! Here’s a special treat for your loyal companion—book a free health check this month!”
  • Enhanced Care Reminders
    No more missing key dates. Custom Objects allow for workflows like vaccine reminders based on each pet’s unique vaccination schedule. Owners receive timely nudges, ensuring their pets stay healthy and your clinic stays busy.

This feature isn’t just about automation; it’s about enhancing the pet owner experience. Veterinary practices can deepen client relationships by delivering thoughtful, timely communications without the administrative burden.

HighLevel’s Custom Objects Workflow Automation is redefining how practices interact with clients, enabling a future where personalization scales effortlessly.

Learn more about HighLevel features at MarketerM8 – a HighLevel agency

Book a discovery call with Julian to explore how Custom Objects Workflow Automation can transform your veterinary practice today!

Integrate Your Shopify Store with HighLevel: Unlocking New Growth Potential

shopify to highlevel

shopify to highlevelFor Shopify store owners, managing customer interactions, marketing campaigns, and sales processes can often feel overwhelming. HighLevel offers a game-changing solution by integrating with Shopify to streamline your operations and supercharge your marketing efforts.

By connecting Shopify with HighLevel, you gain access to tools that automate customer journeys, track sales more effectively, and nurture leads into loyal customers. Imagine automating abandoned cart sequences, personalizing email campaigns, and keeping all your customer data centralized—this integration makes it all possible.

Not sure where to start? Our friends at How to HighLevel have created an excellent guide on how to set up the HighLevel-Shopify integration. This resource walks you through the entire process, making it easier than ever to sync your store with HighLevel’s powerful CRM.

Integrating Shopify with HighLevel isn’t just about convenience—it’s about growth. Take the leap today and see how this dynamic duo can transform your business.

Ready to see HighLevel in action? Book a Discovery Call with Julian and he can show you how to make this integration work for your store.

7 Reasons Why Keap Partners Should Transition to HighLevel Agency Ownership

keap to highlevel

keap to highlevelThe world of marketing technology is evolving rapidly, and as a Keap Partner, you’ve likely experienced both the highs and the limitations of the platform. While Keap has been a solid choice for small business CRM and automation for over 20 years, the recent acquisition by Thryv raises questions about its future direction. Meanwhile, HighLevel has emerged as a game-changing platform for agencies, offering unparalleled flexibility, scalability, and profitability.

If you’re considering your next move, here’s why transitioning to become a HighLevel agency owner could be the smartest decision for your business.


1. HighLevel Is Built for Agencies, Not Just Small Businesses

Keap excels at serving small businesses, but its functionality is often limited when it comes to the needs of marketing agencies. HighLevel, on the other hand, was specifically designed to empower agencies.

With HighLevel, you’re not just another user—you become the platform. HighLevel allows you to white-label its software, positioning you as the owner of a cutting-edge marketing platform. This is a significant step up from merely reselling or consulting on Keap licenses.

As a HighLevel agency owner, you own the client relationship, the branding, and the revenue streams.


2. White-Labelling: Build Your Brand, Not Someone Else’s

One of HighLevel’s standout features is its white-label capability. Instead of selling a product with someone else’s branding, you can present HighLevel as your proprietary solution. This strengthens your brand identity and loyalty while keeping competitors at bay.

Keap Partners often face limitations in how much they can customize the client experience. HighLevel, however, allows you to:

  • Use your logo and branding throughout the platform.
  • Create custom domains for your clients’ accounts.
  • Build a unique ecosystem that’s entirely your own.

This transforms your agency into a SaaS (Software as a Service) business, giving you a scalable, recurring revenue model.


3. All-in-One Functionality: Simplify Your Tech Stack

Keap’s focus is primarily on CRM and email automation. While useful, many agencies find themselves supplementing Keap with additional tools for landing pages, text marketing, call tracking, and more. This patchwork approach can become cumbersome and costly.

HighLevel consolidates everything into one seamless platform, offering:

  • CRM and pipeline management
  • Email and SMS marketing
  • Calendar scheduling
  • Website and funnel building
  • Call tracking
  • Reputation management
  • And much more


By simplifying your tech stack, you reduce costs, streamline operations, and deliver a superior experience to your clients.


4. Better Pricing and Profit Margins

Keap Partners earn a commission on licenses sold, but HighLevel’s pricing structure is a game-changer. With HighLevel’s agency model, you pay a flat fee for the platform and can resell it to clients at any price you choose. This allows you to:

  • Set recurring subscription prices that reflect the value you provide.
  • Retain 100% of the revenue from your subscriptions.
  • Scale your business without the limitations of commission-based earnings.

This is a significant shift from being a reseller to owning a scalable and profitable SaaS business.


5. Future-Proof Your Business

The recent acquisition of Keap by Thryv introduces uncertainty. Will Thryv prioritize Keap’s core features, or will the platform be repurposed to align with Thryv’s broader goals? These unanswered questions could impact the direction of your partnership.

HighLevel, by contrast, is agency-first and shows no signs of slowing down. With a clear commitment to empowering agencies, it provides the stability and innovation you need to future-proof your business.


6. Comprehensive Training and Support

Transitioning to HighLevel isn’t just about the technology—it’s about mastering the tools and strategies to grow your agency. HighLevel provides extensive training, community support, and resources to help you succeed. Whether you’re onboarding clients, building workflows, or setting up your white-label platform, there’s always support available.


7. A Seamless Migration Path

Worried about moving your clients over? HighLevel makes migration straightforward with tools and integrations that ensure a smooth transition. You can replicate many of Keap’s features and enhance them with HighLevel’s broader capabilities, ensuring continuity for your clients while adding even more value.


The Bottom Line: Why Now Is the Time to Transition

As a Keap Partner, you already have the expertise and client base to succeed in the marketing automation space. By transitioning to HighLevel, you’re not abandoning your foundation—you’re upgrading it.

With HighLevel, you can build a more scalable, profitable, and future-ready business while delivering greater value to your clients. The platform empowers you to stop being a reseller and start being a SaaS owner, taking control of your brand, your revenue, and your future.


Ready to Make the Move?

The shift from being a Keap Partner to a HighLevel agency owner could redefine your business and your revenue potential. If you’re ready to explore how HighLevel can transform your agency, book a Discovery Call with Julian today. He can help guide you through the platform, its features, and how to make a seamless transition.

And check out Julians HighLevel agency  – MarketerM8

Take the next step toward owning your future. The opportunity is waiting.

Need Help Setting Up Courses in HighLevel? I Can Help You Create and Launch Your Online Courses

julian Mills highlevel

highlevel help coursesIf you’re searching for help setting up courses in HighLevel, you’re not alone. I recently worked with a client of MarketerM8.com (my HighLevel agecny) who was struggling to build and launch their online courses using HighLevel. They had previously used platforms like Kajabi and were excited to discover HighLevel’s built-in course builder. However, they weren’t sure how to set things up properly or how to import their existing Kajabi courses. That’s where I stepped in.

Setting Up HighLevel Courses from Scratch

My client’s biggest challenge was understanding how to build courses in HighLevel from the ground up. They needed help structuring their course content, creating modules and lessons, and setting up access for students. I guided them through the entire process, helping them design and organise their courses to deliver a seamless learning experience.

Using the Kajabi Course Importer Function

One of HighLevel’s most powerful features is the Kajabi course importer function. My client wanted to migrate their existing courses from Kajabi to HighLevel but wasn’t sure how to do it. I showed them how to use the importer tool to bring over their courses quickly and efficiently, saving them hours of manual work.

Automating Course Enrolment and Communication

Creating a course is just the beginning. I helped my client set up automated enrolment processes, ensuring that new students were seamlessly added to their courses. Additionally, I showed them how to use HighLevel’s workflows to send out welcome emails, reminders, and follow-up messages to improve engagement and course completion rates.

Tracking Course Performance and Student Progress

HighLevel provides tools to monitor course performance and track student progress. I taught my client how to use these features to identify which lessons were most engaging and where improvements could be made. This data-driven approach allowed them to continuously enhance their courses for better results.

Need Help Setting Up HighLevel Courses?

If you’re struggling to set up courses in HighLevel—whether it’s building them from scratch, importing content from Kajabi, or automating enrolment—I can help. HighLevel’s course builder is a powerful tool, but only if you set it up the right way.

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

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

Need Help Setting Up the HighLevel Ad Manager: Boost Your Advertising Efficiency

julian Mills highlevel

highlevel help ad managerIf you’re looking for help setting up the HighLevel Ad Manager, you’re not alone. I recently worked with a client of MarketerM8.com (my HighLevel agency) who was struggling to use HighLevel’s Ad Manager effectively. They wanted to streamline their advertising process and improve their campaign performance, but weren’t sure how to set everything up for maximum impact. That’s where I stepped in.

Setting Up the HighLevel Ad Manager from Scratch

My client’s biggest challenge was connecting their ad accounts, creating campaigns, and tracking their performance effectively. They were overwhelmed by the interface and didn’t understand how to set up audiences, create engaging ads, or monitor results. I guided them through the entire setup—showing them how to link their Facebook and Google ad accounts, build targeted campaigns, and set up tracking tools to measure performance accurately.

Automating Ad Campaigns for Better Results

HighLevel’s Ad Manager offers powerful automation tools, but my client wasn’t sure how to make the most of them. I helped them build workflows that automated ad reporting, audience retargeting, and performance analysis. With these tools in place, they were able to optimise their campaigns and improve their return on investment.

Monitoring Ad Performance and Making Data-Driven Decisions

Understanding how your ads are performing is essential. I showed my client how to use HighLevel’s analytics tools to monitor key metrics, identify high-performing ads, and adjust their strategy accordingly. With clear reporting in place, they could finally make data-driven decisions to enhance their advertising efforts.

Need Help Setting Up Your HighLevel Ad Manager?

If you’re struggling to set up your HighLevel Ad Manager—whether it’s linking accounts, automating campaigns, or tracking performance—I can help. A well-optimised ad manager can save you time and improve your advertising results.

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

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

How to Migrate from Wix to HighLevel: A Step-by-Step Guide

wix to highlevel, highlevel from wix

wix to highlevel, highlevel from wixAre you ready to take your business to the next level by transitioning from Wix to HighLevel? This migration guide will help you make the switch smoothly, enabling you to enjoy HighLevel’s advanced marketing automation and CRM capabilities.

Step 1: Prepare for the Migration
Before diving into the process, take stock of your existing Wix site. Audit your website content, assets, and integrations. Identify which features need to be transferred and ensure you have backups of key data like forms, blog posts, and customer information.

Step 2: Set Up HighLevel
Start by creating your HighLevel account. Set up your subdomain, customize your funnels, and configure your pipelines. HighLevel’s intuitive interface makes it easy to replicate or improve upon your existing site structure.

Step 3: Transfer Content and Assets
Manually transfer your website’s critical content, such as service pages, contact forms, and images, into HighLevel’s drag-and-drop page builder. For blogs, use HighLevel’s blog feature to host your posts, optimizing them for performance and SEO.

Step 4: Rebuild Forms and Automations
HighLevel’s automation tools are more robust than Wix’s, so this is your chance to upgrade. Recreate your forms and workflows in HighLevel’s system, ensuring a seamless experience for your leads and customers.

Step 5: Test Before Going Live
Thoroughly review your migrated site. Test your forms, automations, and integrations to make sure everything functions as expected. HighLevel’s all-in-one platform means you can consolidate and streamline multiple tools, giving you a competitive edge.

Step 6: Launch Your New HighLevel Site
Once satisfied, point your domain to HighLevel and go live! Your business will now benefit from enhanced functionality and a platform built for growth.

By following this guide, you can ensure a seamless migration from Wix to HighLevel while unlocking the full potential of this powerful platform.

For the full detailed migration guide, please visit this link: Wix to HighLevel Migration Guide

If you need any further pointers I would be happy to get on a quick discovery call.

If you have yet to set up a HighLevel account then I suggest you reach out to MarketerM8. They are a HighLevel agency that can support you during the set up phase. Check out MarketerM8 here.

HighLevel Expert: Need Help with HighLevel Marketing?

highlevel expert

Looking for a HighLevel Expert to Boost Your Sales and Marketing Automation?

When it comes to implementing HighLevel effectively, businesses need more than just software—they need a HighLevel Expert who understands marketing, automation, and how to convert leads into paying customers. That’s where I come in.

Who is Julian Mills?

I’m Julian Mills, a seasoned HighLevel Expert with a deep background in marketing automation, CRM systems, and sales funnel optimization. Since 2009, I’ve helped businesses—from startups to established brands—get the most out of their marketing automation tools. Over the years, I’ve worked extensively with platforms like Keap (Infusionsoft), ActiveCampaign, and Pipedrive. But after seeing what HighLevel can do, I’ve dedicated myself to helping businesses unlock its full potential.

Why Work with a HighLevel Expert?

HighLevel is one of the most powerful sales and marketing automation tools available, but many businesses struggle with:

  • Setting up workflows and automation sequences
  • Optimizing sales pipelines for maximum conversions
  • Integrating HighLevel with their existing tech stack
  • Ensuring proper email deliverability and compliance
  • Scaling their marketing efforts with AI and automation

If you’re facing any of these challenges, I can help. As a HighLevel Expert, I don’t just teach businesses how to use the platform—I show them how to leverage it to drive real growth.

How I Help Businesses Succeed with HighLevel

1. Done-With-You Setup & Optimization

Instead of a hands-off approach, I work alongside you to set up and optimize your HighLevel account. This ensures you not only get the best results but also learn how to manage and adjust the system for long-term success.

2. Custom Sales & Marketing Automation

HighLevel’s automation is powerful, but only if it’s set up correctly. I design lead nurturing sequences, follow-up campaigns, and sales workflows tailored to your business.

3. HighLevel Training & Consulting

Whether you need a one-time training session or ongoing consulting, I help businesses and agencies master HighLevel, ensuring they use the platform to its full capability.

4. CRM & Lead Management Strategy

A CRM is only as good as the strategy behind it. I help businesses build efficient sales pipelines and lead management systems that convert more prospects into customers.

Work With a HighLevel Expert Who Gets Results

There are plenty of agencies and consultants who claim to understand marketing automation, but not all of them truly know HighLevel inside and out. I do. If you’re looking for a HighLevel Expert who can help you streamline your marketing, close more sales, and grow your business, let’s talk.

Book a Discovery Call with Julian Mills


Why Choose Julian Mills?

✔ Over a decade of experience in sales and marketing automation
✔ Proven track record of helping businesses implement HighLevel
✔ Hands-on, results-driven approach
✔ No fluff—just practical, actionable strategies that work

If you’re ready to take your business to the next level with HighLevel, let’s connect. Book a discovery call today and see how a HighLevel Expert can transform your business.

10 ways (as of July ’24) that HighLevel AI can elevate your marketing creativity and effectiveness

HighLevel AI 10 ways to use Highlevel AI marketing

HighLevel AI 10 ways to use Highlevel AI marketingThe integration of AI in CRM and marketing automation platforms has revolutionised how businesses operate, making tasks more efficient and creative. HighLevel, with its built-in AI features, is a prime example of how artificial intelligence can enhance marketing efforts. Here are ten ways HighLevel’s AI can help you become a better marketer:

1. Crafting Email Copy

HighLevel’s “Content AI” feature streamlines the process of writing email copy. You can draft compelling and engaging emails directly within the platform, eliminating the need to switch between different tools or copy and paste text from outside sources. This seamless integration saves time and ensures consistency in your messaging.

2. Writing for Websites, Landing Pages, and Sales Funnels

Creating persuasive copy for websites, landing pages, and sales funnels is crucial for conversions. With HighLevel, you can write and edit your copy directly on the page, using AI to suggest improvements and optimize your content for better engagement.

3. Social Media Content Creation

The social media scheduler in HighLevel is equipped with AI to help you craft effective social media posts. Whether you’re promoting a new product or sharing industry insights, the AI can generate relevant and engaging content that resonates with your audience.

4. Image Creation

Visual content is key to capturing attention. HighLevel’s AI can assist in creating images for your emails, web pages, and beyond. This feature allows you to produce professional-looking visuals without needing advanced design skills, making it easier to maintain a cohesive brand image.

5. Responding to Reviews

Managing customer feedback is essential for maintaining a positive reputation. HighLevel’s AI can draft responses to reviews on platforms like Google and Facebook, or even automate the response process. This not only saves time but ensures that responses are consistent and on-brand.

6. Handling Social Media Comments

Engagement on social media is crucial for building relationships with your audience. HighLevel’s Workflow automation triggers enable you to respond to comments on social media posts efficiently. The AI can suggest responses or handle them automatically, ensuring timely and appropriate interactions.

7. AI-Assisted Live Chat

Offering live chat support on your website is an excellent way to engage visitors and answer their questions in real-time. HighLevel’s AI can assist with live chat, providing answers to common queries and helping guide visitors towards making a purchase or booking a service.

8. Automated Appointment Booking

HighLevel’s appointment booking bot can schedule calls and meetings directly into your calendar via text, Facebook Messenger, and live chat, without the need for a traditional booking form. This streamlined process reduces friction and improves the user experience.

9. AI-Assisted Customer Service

Providing consistent and accurate customer service is crucial for customer satisfaction. HighLevel’s AI can assist the customer service team in formulating responses, ensuring that all customer interactions are handled professionally and consistently. This makes the job of your customer service team quicker, easier and more standardised.

10. Researching B2B Prospects

For B2B sales, having detailed information about potential clients is vital. Using a HighLevel Workflow and AI we can research prospects using their web addresses, providing your sales team with a comprehensive summary of each lead and their business before reaching out. This preparation can save the sales team time by cutting out the need for manual research and so significantly improve the effectiveness of your sales efforts.

Conclusion

HighLevel’s AI capabilities offer a wide range of tools that can significantly enhance your marketing efforts. By automating routine tasks and providing intelligent insights, you can focus more on strategy and creativity, leading to better outcomes for your business. Whether you’re crafting copy, engaging with customers, or scheduling appointments, HighLevel’s AI is a powerful ally in your marketing toolkit.

MarketerM8 is powered by HighLevel. If you are interested you can book a live MarketerM8 demo here.

GoHighLevel vs HighLevel: What’s the Difference?

keap Infusionsoft to highlevel

GoHighLevel vs HighLevel: What’s the Difference?

If you’ve been researching HighLevel, you may have come across several different names and wondered whether they are different pieces of software.

HighLevel. GoHighLevel. GHL. LeadConnector. And then potentially another completely different brand name from the company providing your account.

It can get confusing very quickly.

The simple answer is that HighLevel and GoHighLevel are the same software platform. GHL is simply a commonly used abbreviation.

LeadConnector is also part of the HighLevel ecosystem and is a name you may encounter when using things such as the mobile app or connecting HighLevel to other software.

And there’s another layer. HighLevel can be white labelled by agencies, meaning you could be using HighLevel without seeing the HighLevel name at all.

Let’s clear up exactly what all these names mean.

Is GoHighLevel the Same as HighLevel?

Yes. GoHighLevel and HighLevel are the same platform.

You’ll still hear people refer to the software as GoHighLevel, particularly because the company’s main website has historically used the GoHighLevel domain.

You’ll also regularly see people abbreviate GoHighLevel to GHL.

However, the product itself is generally branded simply as HighLevel.

So if you see:

  • HighLevel
  • GoHighLevel
  • GHL

they are all referring to the same underlying CRM and marketing automation platform.

There isn’t a GoHighLevel version and a separate HighLevel version.

Why Is It Called Both HighLevel and GoHighLevel?

A lot of the confusion comes from the history of the brand.

The software became widely known as GoHighLevel, and that name became established among agencies, consultants and users.

Over time, the company increasingly adopted HighLevel as the product and company name.

However, GoHighLevel remains widely used online, including within website addresses, documentation, conversations and Google searches.

As a result, both names have stuck.

If somebody tells you they use GoHighLevel and somebody else tells you they use HighLevel, they are talking about the same core software.

What Is LeadConnector?

This is where things can become even more confusing.

LeadConnector is a generic or grey-label name used within the HighLevel ecosystem.

You can therefore be a HighLevel user and suddenly encounter the name LeadConnector without necessarily knowing what it has to do with your CRM.

Two places where this commonly causes confusion are the mobile app and Zapier integrations.

Why Does My HighLevel Mobile App Say LeadConnector?

HighLevel allows agencies to provide the platform under their own branding.

However, not every agency necessarily has its own individually branded mobile application.

As a result, some users may be asked to download the LeadConnector mobile app.

This can understandably be confusing.

You’ve signed up for HighLevel, or perhaps a completely differently branded version of HighLevel, and then you’re being told to install an app called LeadConnector.

You haven’t necessarily downloaded the wrong software.

LeadConnector is part of the HighLevel ecosystem and can provide mobile access to your HighLevel account.

Depending on how your HighLevel provider has configured its service, you may therefore encounter either a branded mobile app or LeadConnector.

Why Does HighLevel Sometimes Appear as LeadConnector in Zapier?

Zapier is another place where the LeadConnector name can appear.

For example, you might want to connect your HighLevel account to another application using Zapier.

You search for HighLevel and encounter LeadConnector.

Again, it can look as though you’ve found a completely different CRM.

In this context, LeadConnector is being used as part of the connection into the HighLevel platform.

So if you’re following instructions for connecting HighLevel with another piece of software and they tell you to select LeadConnector, don’t immediately assume you’re in the wrong place.

It may simply be the name being used for the HighLevel connection.

Why Can HighLevel Have a Completely Different Name?

This brings us to another important feature of HighLevel.

HighLevel can be white labelled.

This means an agency can provide the HighLevel platform to its customers using its own brand, domain and customer experience.

The customer might therefore never buy something called “HighLevel” directly.

This means two businesses can appear to be using completely different CRM systems when, behind the scenes, both are actually powered by HighLevel.

HighLevel, LeadConnector and White-Label HighLevel Explained

Name What is it?
HighLevel The main name of the CRM and marketing automation platform
GoHighLevel An alternative and historically widely used name for HighLevel
GHL A common abbreviation for GoHighLevel/HighLevel
LeadConnector Generic or grey-label branding you may encounter within the HighLevel ecosystem
White-label agency brand An agency’s own branded version of the HighLevel platform

Underneath all of these different names, HighLevel is the core technology.

Is a White-Label Version of HighLevel Different?

The underlying software can be essentially the same, but the service surrounding it can be very different.

That’s an important distinction.

An agency can determine how it packages HighLevel, what it charges, what functionality it makes available and, importantly, what help it provides.

For example, there is a big difference between being given access to a HighLevel account and being helped to work out how HighLevel should actually be implemented within your business.

That’s the approach I take with MarketerM8.

Rather than simply giving businesses another piece of software and leaving them to work everything out themselves, I take a Done With You approach to HighLevel.

That can include helping with the initial setup, sales pipelines, workflows, calendars, email and SMS, WhatsApp, websites and funnels, AI tools and integrations with other systems.

The underlying technology is HighLevel. The difference is how you get access to it and the help you receive implementing it.

What Can HighLevel Actually Do?

Whichever name you’ve encountered, the underlying HighLevel platform combines a large number of sales and marketing tools.

  • CRM and contact management
  • Sales pipelines and Opportunities
  • Email marketing
  • SMS and WhatsApp communication
  • Calendars and appointment booking
  • Forms, surveys and quizzes
  • Websites and sales funnels
  • Workflow automation
  • Reputation and review management
  • Social media management
  • Courses and communities
  • Payments and ecommerce
  • Events and ticketing
  • AI-powered tools
  • Phone and Voice AI

This is one of the reasons I originally became interested in HighLevel. Rather than a small business paying for numerous separate pieces of software and then trying to connect everything together, much of it can be brought into one system.

Should I Buy HighLevel Directly or Through an Agency?

This depends on how you want to use it.

If you’re comfortable setting everything up yourself, learning the system and deciding how all the different parts should work together, you can sign up directly with HighLevel and start a free trial here.

This is the DIY route. You set up your own HighLevel account, learn the platform and configure everything yourself.

However, HighLevel is a very large platform.

Having access to dozens of different tools doesn’t automatically tell you which ones your business needs, how they should be configured or how they should fit into your existing sales and marketing processes.

That’s where working with an experienced HighLevel agency or consultant can make sense.

My approach with MarketerM8 is to help businesses implement HighLevel with them, rather than simply doing everything behind the scenes or leaving them to figure it out themselves.

The objective is that somebody within the business understands the system and can continue using and developing it.

So there are essentially two routes:

Do It Yourself: Set up HighLevel directly and start your free trial.

Done With You: Work with MarketerM8 and get help deciding how HighLevel should be configured and implemented within your business.

Frequently Asked Questions

Is GoHighLevel the same as HighLevel?

Yes. GoHighLevel and HighLevel refer to the same CRM and marketing automation platform. HighLevel is the name now commonly used for the product, while GoHighLevel remains widely used online.

What does GHL stand for?

GHL is a commonly used abbreviation for GoHighLevel. When someone talks about GHL, HighLevel or GoHighLevel, they’re generally referring to the same platform.

Is LeadConnector the same as HighLevel?

LeadConnector is part of the HighLevel ecosystem and is used as generic or grey-label branding in certain situations. You may encounter it when using the mobile app or connecting HighLevel to other applications.

Why does my HighLevel app say LeadConnector?

Depending on how your HighLevel account is provided, you may use the LeadConnector mobile app rather than an individually branded agency app. It provides mobile access to the underlying HighLevel system.

Why does Zapier show LeadConnector instead of HighLevel?

LeadConnector may be used for HighLevel connections within third-party services such as Zapier. If integration instructions tell you to select LeadConnector when connecting HighLevel, this does not necessarily mean you’re connecting to a different CRM.

What is a white-label HighLevel agency?

HighLevel allows agencies to provide the platform using their own branding. The underlying technology is HighLevel, but the agency can provide its own brand, pricing, onboarding, support and services.

Is MarketerM8 HighLevel?

MarketerM8 is my own white-label HighLevel service. It uses HighLevel as the underlying CRM and marketing automation technology, combined with my own onboarding, training, support and Done With You implementation.

Can I use HighLevel without going through an agency?

Yes. You can sign up directly with HighLevel and start a free trial, then configure the system yourself.

Alternatively, you can work with a HighLevel agency or consultant if you want assistance implementing it for your business.

Is HighLevel only for marketing agencies?

No. Although HighLevel originally became particularly popular with marketing agencies, the platform can be used directly by many different types of small and medium-sized businesses.

The Simple Answer

If you’ve arrived here because you’re confused by all the different names, remember this:

HighLevel = GoHighLevel = GHL.

LeadConnector is a generic name you may also encounter within the HighLevel ecosystem.

And if you’re using HighLevel through a white-label agency, the agency may give the platform another brand name altogether.

So you could potentially be using the same underlying HighLevel technology as another business while seeing completely different names on the screen.

The important question isn’t really what it’s called.

It’s whether the system has been set up properly to help you manage your leads, follow up with prospects, automate repetitive work and ultimately generate more business.

If you’d rather set everything up yourself, you can start your HighLevel free trial here.

If you want help working out how HighLevel could fit into your business, I’m happy to have a chat and show you what’s possible.

Book a discovery call

Julian Mills HighLevel Consultant and Marketing Automation Strategist

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

Julian Mills helps business owners automate lead generation, sales follow-up, customer communication and business processes using HighLevel and MarketerM8. Since 2009 he has helped businesses implement CRM, marketing automation and AI-powered systems that save time, improve customer experience and generate more sales.

About Julian
Book a Discovery Call
Join a Free HighLevel Workshop
Learn About HighLevel with MarketerM8

How to Migrate from Docusign to Highlevel for Document Signing

docusign to highlevel

docusign to highlevelAre you considering moving from DocuSign to HighLevel for your document signing?

Here are the top reasons you may be looking to leave DocuSign for HighLevel in terms of electronic document signing.

  1. Cost. DocuSign at present costs ÂŁ20/user/month. If you have say a team of 5 users – then you are in for ÂŁ100/month. HighLevel starts from ÂŁ97 from the MarketerM8 reseller. But HighLevel, does so much more that document signing. More detail can be found at the MarketerM8 website.
  2. You have simple document signing requirements. DocuSign will have more advanced features that the HighLevel document signing module. But if you only require the basics and at the end of the day a legally enforceable signature, then HighLevel is probably a good option.

How to migrate to HighLevel.

  1. Gather all the documents that you require signatures for. We can import PDF versions of documents or create the documents directly within the HighLevel document builder.
  2. Create the documents as templates in HighLevel.
  3. Build out Workflows to accommodate automation where required. For instance:Trigger to send contract / agreement for signing when sale agreed.
    Send reminders to sign contact / agreement
    Trigger automation when contact / agreement is successfully signed by all parties.

The signed contacts are stored safely within HighLevel and can be directly accessed from the Documents section of the contact record.

If you have any further questions feel free to schedule a call  https://julianmills.co.uk/discovery