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HighLevel CRM and Marketing System for Window, Door and Conservatory Companies

If you sell or install replacement windows, doors, conservatories or other home improvements, the right CRM should help you respond to enquiries faster, book more appointments, follow up quotations and generate more business from your existing database.

For many window, door and conservatory companies, HighLevel could be a strong choice for managing lead generation, sales follow-up and marketing automation.

However, HighLevel is not specialist window-design or manufacturing software. You may still need an industry-specific system for technical surveys, product configuration, ordering and installation management.

The best solution may be HighLevel acting as your marketing and sales system while working alongside the specialist operational software you already use.

What should a window company CRM do?

A CRM should be more than a database containing names, telephone numbers and email addresses.

Think about the journey followed by a typical homeowner:

They find you through Google, social media, advertising or a recommendation.
They request a quotation.
Someone needs to respond and qualify the enquiry.
A sales appointment or survey is arranged.
A quotation is prepared.
The homeowner considers your quote alongside other options.
The order is either won or lost.
The job moves into surveying, ordering and installation.
After installation, there are reviews, referrals and future opportunities.

There are numerous points at which an enquiry can be forgotten, an appointment can be missed or a quotation can disappear into a spreadsheet.

A properly configured CRM should make the complete sales journey visible and help ensure that the right follow-up happens at the right time.

How HighLevel can help window, door and conservatory companies

HighLevel can help you:

Capture enquiries from your website and advertising
Keep customer details and conversations together
Respond quickly when a new enquiry arrives
Qualify prospects and book appointments
Send appointment confirmations and reminders
Track every sales opportunity
Follow up quotations
Run email, SMS and WhatsApp campaigns
Reactivate old enquiries and quotations
Request customer reviews and referrals
See which marketing produces appointments and sales

A sales pipeline designed around your business

A simple window and door sales pipeline might look like this:

New enquiry → Contact attempted → Appointment booked → Survey completed → Quote sent → Follow-up → Order won or lost

Your process may be different. You might separate the initial sales appointment from the technical survey or have different processes for domestic, trade and commercial enquiries.

The stages themselves are not the clever part. The real value comes from deciding what should happen at each stage.

How quickly should somebody respond? What happens if the prospect does not answer? When should reminders be sent? How often should a quotation be followed up?

Once we have mapped these decisions, HighLevel workflows can support and automate the process.

Respond to new enquiries faster

Window and home-improvement leads can be expensive. If a homeowner requests quotations from three companies, the first business to respond may have an immediate advantage.

When an enquiry arrives, HighLevel can:

Create the contact record
Add the opportunity to your sales pipeline
Assign or notify the appropriate salesperson
Send an immediate email or SMS acknowledgement
Create a follow-up task
Start a contact sequence if the prospect cannot be reached

Leads can potentially be allocated according to factors such as product, postcode, territory or salesperson availability. More complex routing and journey planning may require another system.

HighLevel can also send an automatic text message after a missed telephone call. For example:

Sorry we missed your call. Are you looking for a quotation for windows, doors or a conservatory?

This gives the caller an immediate response, even if your team is driving, carrying out a survey or speaking with another customer.

Mobile access for salespeople and surveyors

The HighLevel mobile app gives your team access to contacts, conversations, appointments, tasks and sales opportunities while they are away from the office.

A salesperson can check the history of an enquiry before an appointment, update its stage and record what needs to happen next.

This helps office and field-based staff work from the same customer information rather than relying on separate notebooks, inboxes or spreadsheets.

Book appointments and follow up quotations

HighLevel includes online calendars for telephone calls, showroom appointments, sales visits and surveys. It can send confirmations and reminders automatically, helping to reduce missed appointments.

After a quotation has been issued, HighLevel can support a structured follow-up process combining:

Personal telephone calls
Tasks for the salesperson
Helpful emails
SMS or WhatsApp messages
Case studies and testimonials
Answers to common questions
Longer-term follow-up for prospects who are not ready

The best follow-up should not feel like a series of automated messages asking, “Have you made a decision?”

It should answer questions, overcome concerns and give the homeowner useful reasons to choose your company.

Proposals, contracts, deposits and payments

When a homeowner decides to proceed, HighLevel can potentially be used to create proposals, estimates, contracts and invoices, collect electronic signatures and take deposits or payments.

Whether this is appropriate will depend on the complexity of your products and quotations. A company selling highly configured windows, doors and conservatories may still need specialist design and quoting software.

Your old enquiries may be worth more than you think

Before deciding that you need more leads, it is worth asking what happened to all the enquiries and quotations you have already generated.

I worked with a specialist sash-window repair company that had accumulated thousands of old quotations inside its database.

Using HighLevel, we ran a straightforward reactivation campaign to contact people who had previously requested a quotation but had not proceeded.

That HighLevel campaign generated approximately £40,000 in work from contacts the company already had.

These people already knew the business and had previously expressed an interest. The opportunity came from using HighLevel to identify, contact and follow up those dormant prospects systematically.

It is a useful reminder that a CRM should not simply store old enquiries. It should help you turn the information in your database into future sales.

Any reactivation campaign must take account of the contact’s consent, your lawful basis for communicating with them and appropriate options for opting out.

Do you really need more new window, door or conservatory leads? Check out my blog post.

Is HighLevel an alternative to specialist window and door software?

Window, door and conservatory businesses already have several specialist systems available to them. These include Business Pilot, AdminBase, Glazepoint and Tommy Trinder.

Is HighLevel an alternative to these systems?

The honest answer is that it depends on what you need the software to do.

HighLevel is particularly strong as a CRM, marketing automation and customer communications platform. Specialist window-industry systems may be stronger at technical quoting, product design, surveying, manufacturing, installation scheduling and remedial work.

In many cases, the best solution may be to use HighLevel alongside specialist software rather than trying to replace it.

Is HighLevel an alternative to Business Pilot?

Business Pilot is designed specifically for window, door and glazing companies. It combines CRM features with operational tools covering contracts, installations, scheduling, service calls and remedial work.

A company relying on Business Pilot to manage the operational journey from contract through to installation may not want to replace it.

Business Pilot offers a Zapier integration, so it may be possible for HighLevel and Business Pilot to work together. The precise setup would depend on what information needs to pass between the systems.

Is HighLevel an alternative to AdminBase?

AdminBase is a business-management system developed for home-improvement and double-glazing companies.

HighLevel could manage the marketing and sales journey before an order enters AdminBase. It could capture the enquiry, manage appointment booking, automate quotation follow-up and nurture prospects who are not yet ready to proceed.

Whether the two systems can be integrated would need to be investigated based on the workflow and integration options available.

Is HighLevel an alternative to Glazepoint?

Glazepoint combines a CRM with a window and door designer. It can be used to create product drawings, specifications, branded quotations and contracts.

HighLevel does not provide the same specialist window-design functionality. A company may therefore retain Glazepoint while using HighLevel for lead generation, communications, marketing automation and longer-term follow-up.

Is HighLevel an alternative to Tommy Trinder?

Tommy Trinder specialises in visual window and door quoting.

HighLevel is not a direct replacement for this specialist quoting capability. However, HighLevel could manage the customer before and after the quotation is created.

This could give the company specialist quoting software alongside a more comprehensive marketing and follow-up system.

Should you replace or integrate your existing software?

There are generally three possibilities:

Use HighLevel on its own. This may suit a smaller company primarily looking for CRM, appointment booking, sales pipelines and marketing automation.
Keep your specialist system and add HighLevel. This may suit an established installer that needs stronger lead management, marketing and sales follow-up.
Replace several disconnected tools with a new combination. This may be appropriate when the existing setup involves spreadsheets, separate email systems and duplicated information.

An integration may allow an enquiry to begin in HighLevel and move into the specialist system once the order reaches an agreed stage.

Information could pass back to HighLevel when the installation is completed, allowing review, referral and future marketing campaigns to begin.

However, the existence and quality of an integration must be checked for each system. We need to establish what data should move, when it should move and which system should hold the master customer record.

Know which marketing produces sales

It is easy to count enquiries. It is more valuable to know which marketing creates appointments, quotations and completed sales.

If your leads come from Google Ads, Facebook, organic search, referrals or lead providers, HighLevel can help track what happens after each enquiry arrives.

You can then identify which sources produce the best leads, your sales conversion rate, your cost per completed sale and where opportunities are becoming stuck.

Generating enquiries is only one part of the process. You can find more ideas in my guide to window, door and conservatory marketing and lead follow-up.

Manage Google, Facebook and LinkedIn advertising from HighLevel

HighLevel includes an Ad Manager that works with Google, Facebook, Instagram and LinkedIn advertising.

Facebook and Instagram can be useful for visual campaigns showing transformations, completed installations and different product options.

LinkedIn may be relevant when targeting architects, developers, property professionals or commercial customers.

However, Google Ads may be particularly valuable for a local installer.

Someone searching Google for “replacement windows near me”, “composite door installer” or “conservatory roof replacement” is actively looking for that product or service.

A local Google Search campaign can target the geographical areas you cover and direct prospects to a relevant landing page, enquiry form or telephone number.

Once the enquiry enters HighLevel, the system can record its source, notify the salesperson, begin the follow-up process and track whether it becomes an appointment, quotation and sale.

Reviews, referrals and repeat business

The customer journey should not end when the installation is complete.

HighLevel can help you check that the customer is satisfied, request a Google review, ask for referrals and introduce related products at an appropriate time.

A customer who already knows your workmanship may be easier to convert than a completely new lead. They may also know neighbours, relatives or friends considering similar work.

What about AI?

HighLevel’s AI tools create some interesting opportunities for window, door and conservatory companies.

An AI website assistant could answer common questions, collect information and help arrange an appointment outside normal office hours.

A Voice AI receptionist could answer a call, establish that the caller wants a quotation, gather initial details and potentially book the next step.

AI should support your team, improve response times and stop enquiries being missed. It should not become a barrier between your company and homeowners who want to speak with a knowledgeable person.

Map the process before choosing the software

I have worked with CRM and marketing automation since 2009. One lesson I have learned repeatedly is that buying software before mapping the process usually creates frustration.

Before recommending or building a HighLevel system, I want to understand:

How your enquiries currently arrive
Who responds to them
How appointments and surveys are booked
How quotations are produced
What follow-up currently happens
Which systems your team already uses
Where opportunities tend to get stuck

I then translate those requirements into a practical HighLevel system.

My approach is Done With You. I help you design and implement the system while ensuring somebody within your business understands it and can become your internal CRM Champion.

Considering a new CRM for your window, door or conservatory company?

The first step should be understanding what you need the system to achieve.

I can look at how your company currently generates enquiries, books appointments, follows up quotations and manages its customer database.

I can then advise whether HighLevel could work on its own, alongside your existing software, or whether another solution would suit you better.

Book a Discovery Call

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

Answer the Phone!!! – Foundation Block 11- Entrepreneurs Marketing System

One of the foundations of the Entrepreneurs marketing system has always been simple. Answer the blinking phone.

It sounds obvious, yet it remains one of the biggest points of failure in small and growing businesses. It is amazing how many potential customers ring a business, hear it ring out, leave a message, or are diverted to voicemail. In that moment, momentum is lost.

Sales data and experience across many industries show that you have a golden 10 minutes to respond to a new enquiry. If a call or voicemail is not handled within that window, the chances of converting that enquiry into a sale drop off dramatically. After an hour, the odds are significantly lower. After a day, they are often close to zero.

Even when a message is left, many businesses do not have a clear system or assigned responsibility for returning calls quickly. Staff are busy, messages are missed, or callbacks happen hours later. By then, the prospect has often spoken to someone else who answered the phone first.

Historically, the solution was to use an external call answering service. There are many excellent providers who can professionally answer calls, take messages, and pass them back to your team. For years, that was the most practical option available and in many cases it still works well.

Today, this problem is effectively solved.

With AI-powered call handling, businesses can now respond instantly, every time, and well within that critical 10-minute window. MarketerM8, built on the HighLevel platform, includes Voice AI that acts like a trained receptionist. It answers calls 24/7, understands the caller’s intent, asks the right questions, books appointments, captures details, and logs everything directly into your CRM.

This removes the risk entirely. No missed calls. No delayed callbacks. No reliance on someone remembering to follow up. Every enquiry is handled immediately and consistently, and automated follow-up can take over where needed.

If you want to see how this works in practice, the best way is to experience it yourself.

Would you like to learn more? Book a Discovery call with Julian and see “behind the curtain” how MarketerM8 and HighLevel VoiceAI can be configured to handle real inbound enquiries from the first ring onwards for your business.

Here is the complete list of 11 Foundation Blocks of the Entrepreneurs Marketing System:-

>> Download the full guide <<

If you would like to learn more about the 11 Foundations then I offer a free 1hr Discovery Call.

Entrepreneurs Circle Certified Marketing Coach. Marketing Expertise Meets HighLevel Implementation

Choosing marketing software is one thing. Knowing how to use it to attract customers, convert enquiries and grow your business is another.

I’m Julian Mills, an Entrepreneurs Circle Certified Coach and HighLevel Consultant. I help business owners connect their marketing strategy with the systems needed to put it into practice.

My primary interest has always been marketing. HighLevel is the tool I use to help deliver it.

The aim is what Nigel Botterill often describes as the rhythmic acquisition of customers: developing a consistent approach to winning business, rather than relying on occasional campaigns or bursts of activity when sales go quiet.

Marketing Experience Since 1996

I have worked in direct response marketing since 1996, developing campaigns and helping businesses turn interest into sales.

Since 2009, I have combined that marketing experience with CRM and marketing automation consultancy. For many years, that meant working with Infusionsoft, later known as Keap. Since 2023, my focus has been HighLevel.

The technology has changed. The fundamental questions remain:

Why should someone choose your business?
How will you attract the right potential customers?
What happens when somebody enquires?
How do you follow up and convert that interest into a sale?
How do you encourage customers to return and recommend you?

These questions shape the system we build.

Why I Became an Entrepreneurs Circle Certified Coach

Over the years, clients frequently asked me for marketing advice alongside help with their CRM.

But advice alone was often insufficient. Business owners were busy, implementation slipped and good ideas remained unfinished.

I became an Entrepreneurs Circle Certified Coach in 2021 because the Entrepreneurs Marketing System provided a structured framework for helping clients move from ideas to action.

It complemented my practical marketing experience with a coaching approach focused on getting and keeping customers.

The rhythmic acquisition of customers is central to that thinking. Marketing becomes a regular business activity, supported by clear processes, consistent follow-up and someone taking responsibility for making it happen.

That approach continues to inform my HighLevel consultancy today.

The Entrepreneurs Marketing System. Written With Nigel Botterill

I co-authored The Entrepreneurs Marketing System with Nigel Botterill, founder of Entrepreneurs Circle.

The book explains the marketing framework behind the EC coaching approach, helping business owners understand how to acquire customers rhythmically and consistently.

It also provides an introduction to the thinking behind my consultancy. We need to understand the customer, the offer and the marketing process before deciding what to automate.

HighLevel gives us practical tools to support those activities, from capturing enquiries and following up opportunities to maintaining customer relationships.

If you would like to explore the principles behind this approach, visit the book page to request a copy. Free copies are available while supplies last, with postage and packing payable.

Get Your Copy of The Entrepreneurs Marketing System by Julian Mills and Nigel Botterill

What This Adds to My HighLevel Consultancy

When you work with me, we look beyond which features need configuring.

We start with your business, your customers and what you want to improve. Then we decide which marketing activities, sales processes and automations will support those priorities.

For example, you might need to:

Improve the way new enquiries are handled.
Follow up quotes more consistently.
Reconnect with past enquiries or dormant customers.
Reduce missed appointments.
Encourage repeat purchases, reviews and referrals.
Connect separate tools into a more manageable marketing and sales system.

My role combines marketing judgement, process design, practical implementation and training.

When comparing HighLevel consultants or Certified Admins, consider whether you also need help deciding what your marketing system should achieve. Alongside technical expertise, I bring marketing experience dating back to 1996 and a structured coaching approach to helping you put those decisions into practice.

Marketing Advice Put Into Practice. Laban Roomes’ Experience

Laban Roomes’ testimonial illustrates how I combine marketing advice with practical implementation. During our coaching sessions, I recommended Jeff Walker’s book Launch. We then applied its principles to his next email marketing campaign.

Laban reported an additional £200,000 in sales, followed weeks later by a £40,000 master franchise sale that he attributed to the campaign’s “launch echo”.

My team and myself have worked with Julian and have found his marketing advice and implementation to be invaluable. He has a wealth of marketing experience and is constantly working to learn and stay on top of his game. During one of our coaching sessions, he urged me to read the book “Launch” by Jeff Walker. Then during our next email marketing campaign, we implemented the concepts from the book, as a result, we generated an additional £200,000 in sales. An that was not all, weeks later we received a “launch echo” as a result of the campaign and sold a master franchise for £40,000.

I have no hesitation in recommending Julian for his Infusionsoft and marketing coach expertise.

Laban Roomes, 24k Gold Customisation

This work was delivered using Infusionsoft. Today, my focus is HighLevel, but the principle remains the same: identify the marketing opportunity, develop the campaign and use the technology to put it into practice.

Improve Your Whole Marketing System. Start With Practical Opportunities

Sometimes a business needs a broader review of how it attracts, converts and retains customers.

In other cases, the most valuable starting point is already sitting in its database or sales pipeline.

You may have old enquiries that were never followed up, quotes awaiting a decision or customers who would buy again if somebody contacted them.

I have worked on projects involving dormant database reactivation, quote follow-up and sales process mapping. These illustrate how a marketing opportunity can become a practical system that supports the team.

An initial campaign can help uncover an opportunity. The next step is to establish an ongoing process: regular follow-up, relevant customer communication and clear ownership.

That is how we move towards rhythmic customer acquisition. We can start with a focused improvement, learn from the results and develop the wider system as your business needs it.

HighLevel Is the Tool That Supports the Marketing

Through my HighLevel agency, MarketerM8, we provide software, consultancy, implementation help and training.

HighLevel brings together tools such as CRM, email, SMS, WhatsApp, calendars, sales pipelines, websites, automation and AI. Their value depends on the offer, communication and processes they support.

An automated follow-up sequence still needs a compelling message. A sales pipeline needs to reflect how your business sells. An AI conversation needs a clear purpose and an appropriate handover to your team.

This is where my marketing and technology experience work together.

I have also worked with a number of Entrepreneurs Circle GenieAI subscribers who independently sought me out as an alternative source of support, helping them connect their marketing strategy with practical implementation.

A Practical “Done With You” Approach

We begin by understanding your business and agreeing priorities. Then we map the relevant processes and build the systems needed to support them.

Through consultancy and training, I help you and your team understand how the system works and how to keep improving it.

Where appropriate, we identify an internal CRM Champion: someone interested in the system who has time allocated to take ownership.

That person helps keep the agreed activities moving, supports colleagues and makes sure the system becomes part of everyday business operations.

The aim is to give your business both a working marketing system and the knowledge to use it effectively.

Let’s Explore the Opportunities in Your Business

Whether you want to improve your whole marketing and sales system or get more from the leads and customers you already have, we can start with a conversation.

We’ll discuss what you want to achieve, where opportunities may be getting lost and how HighLevel could support a more consistent approach to attracting, converting and keeping customers.

Book a Discovery Call with Julian Mills

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

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

HighLevel for Escape Rooms: More Bookings, Repeat Visits and Less Chasing

HighLevel for Escape Rooms | Bookings & Marketing Automation

My first experience of an escape room was at Moviescape in Stockport. I was really impressed. But, being a marketer, it also got me thinking about what happens before and after the game. How many people enquire but never book? How many group organisers could bring another party? How many players enjoy themselves, leave, and never hear from the business again?

HighLevel can help escape room owners build a marketing and follow-up system around their business, turning enquiries into bookings and giving past customers a reason to return.That includes capturing WhatsApp enquiries, following up with corporate organisers, keeping players informed, collecting video testimonials and running an evergreen marketing programme throughout the year.

Keep your escape room booking system. Build the marketing around it.

Your escape room may already have specialist software that manages room availability, game times, group sizes, payments and waivers.

If that system works well, there may be no reason to replace it.

Booking platforms serving the escape room industry include:

Bookeo: escape room scheduling and booking software with payments, reminders, promotions and follow-up features. It also integrates with Mailchimp for newsletters and marketing campaigns.
Resova: booking software for escape rooms and other activity businesses, with promotional tools, automated customer messages and marketing integrations.
FareHarbor: booking software serving escape room operators, with room scheduling, customer communications and integrations, including Mailchimp for email marketing automation.
Buzzshot Bookings: a booking system built specifically for escape rooms. The wider Buzzshot platform also provides player registration, waivers, team photos, email and SMS follow-up, broadcast emails and automation.

Do these booking platforms already do marketing?

Yes. It would be misleading to suggest that specialist escape room booking systems have no marketing capabilities.

Some already handle promotional codes, customer reminders, review requests and post-game follow-up. Buzzshot, in particular, extends well beyond booking administration.

The question is whether your existing setup delivers the complete marketing and sales process your business needs.

For example, do you have a consistent process for WhatsApp enquiries that have not yet become bookings? Can you track corporate proposals and staff follow-up? Are previous players receiving relevant invitations to organise their own events? Is your social content planned alongside your customer campaigns?

HighLevel can provide a central CRM, communication and automation system around those requirements.

The right approach is to let your booking platform manage the operational tasks it handles well, then use HighLevel for the additional marketing and sales processes that will benefit your business.

We would first review what your existing software already does. Then we would decide which system should handle each message and task, avoiding duplicate reminders or unnecessary complexity.

Any connection between HighLevel and Bookeo, Resova, FareHarbor, Buzzshot or another booking platform needs checking individually. Integration options, accessible data and subscription requirements vary. A direct, ready-made HighLevel integration should not be assumed.

1. Make it easy to enquire through WhatsApp

Organising an escape room often involves a few questions before anyone books.

“Can you accommodate eight people?” “Is this room suitable for children?” “What options do you have for a work outing?”

A WhatsApp button on your website gives visitors a convenient way to start that conversation. They can ask a question while checking plans with friends, family or colleagues.

With WhatsApp connected to HighLevel, your team can manage those enquiries alongside other customer conversations and build a follow-up process around them.

You could use WhatsApp to:

Capture enquiries from your website and marketing campaigns.
Ask about group size, preferred dates and the occasion.
Send relevant information and a link to your booking page.
Continue the conversation while the organiser checks with their group.
Follow up appropriately if the enquiry has not become a booking.

WhatsApp can support the whole customer journey, from the first question to the next booking.

Someone asking about a birthday party should receive different information from someone planning a corporate event. The aim is to make the conversation useful, personal and easy to continue.

You can also read about adding a WhatsApp option alongside your website enquiry form.

2. Follow up with people who enquire but do not book

Some customers are ready to book immediately. Others are comparing venues, checking dates or waiting for the rest of the group to respond.

If someone sends an enquiry and receives one reply, the conversation can easily go quiet.

A HighLevel follow-up system could:

Acknowledge the enquiry and notify your team.
Record the preferred date, group size and type of event.
Send useful information by email or WhatsApp, according to the customer’s preferences and messaging permissions.
Create a task when a member of staff needs to respond personally.
Follow up if the customer has not booked.
Stop the enquiry sequence when a confirmed booking is received.

For example, a birthday organiser might appreciate information about age requirements, suitable rooms and how payment works.

A corporate organiser might need information about accommodating several teams, catering or invoicing.

Good follow-up answers the questions that stand between an enquiry and a booking.

3. Keep every player in the loop, not just the organiser

When a group books an escape room, the business often only has the organiser’s details.

That leaves one person responsible for passing everything on. Arrival instructions, parking information and reminders can easily get lost in a group chat.

Instead, you could invite the organiser to share a player registration link. Each participant enters their own details and is linked to the booking.

Within HighLevel, each person you want to message would have a contact record. A Booking custom object could hold information such as the room, date, time, reference and booking status.

The organiser would be associated with the booking as the Booker. Participants would be associated as Players. The organiser can have both roles without needing a duplicate contact record.

Where more detailed visit records are needed, a Player Participation custom object could record a person’s attendance and link them to a particular booking.

Custom objects help organise the booking and player relationships. Messages are sent to the associated contact records.

With the appropriate setup, players could receive practical information through email, text or WhatsApp, including:

The booking date, time and venue.
When to arrive and where to park.
What to expect and what to bring.
Any registration steps they need to complete.
Relevant updates if the booking changes.

The booking system needs to provide reliable information about changes and cancellations. We would also check which reminders it already sends.

Today’s player could become tomorrow’s organiser

A player who attends with friends might return with their family, arrange a birthday party or recommend your venue for their next work outing.

Capturing their details directly creates the opportunity to build that relationship, rather than communicating only with the original booker.

A future message could be as simple as:

“You’ve played the game. Now bring your own team.”

Player registration should clearly distinguish practical booking communications from permission to receive future promotional messages.

4. Bring customers back for a different room

Once someone has completed an escape room, they may have little reason to play that same game again.

Your marketing needs to reflect what they have already experienced.

Where that information is available, HighLevel can help organise customers according to the rooms they have played and the experiences they might enjoy next.

For example:

“You escaped our first room. Are you ready for your next challenge?”

That message could introduce a different room, another venue or a newly launched game, with a link to the relevant booking page.

You could also distinguish between first-time visitors and regular players who have completed several of your rooms.

Email and appropriately opted-in WhatsApp campaigns can then carry recommendations that make sense for that customer.

5. Give corporate and team-building enquiries a proper sales process

A corporate booking may involve more discussion than a standard online reservation.

The organiser might need to confirm group sizes, simultaneous games, dates, meeting space, food, pricing and payment arrangements.

These enquiries can get lost between emails, WhatsApp conversations, phone calls and staff handovers.

A HighLevel sales pipeline can provide a clear process:

New enquiry → Requirements confirmed → Proposal sent → Follow-up due → Booking confirmed

Your team can see who is responsible for each enquiry, what has been discussed and which opportunities need attention.

WhatsApp can make it easier to answer a quick question or continue a discussion with the organiser, while email can carry a more detailed proposal.

After the event, you can plan an appropriate follow-up about future team activities.

One corporate enquiry could become an ongoing customer relationship, provided someone keeps in touch.

6. Build an evergreen marketing programme for previous bookers and players

Why let the relationship end when the game finishes?

An evergreen marketing programme can keep your escape room in customers’ minds throughout the year.

Once eligible customers join the programme, they receive a planned sequence of useful, varied messages. You do not have to start from scratch every time you want to promote the business.

The sequence could introduce:

Other rooms they have not played.
Birthday parties and family outings.
Corporate events and team-building.
Reasons to return with a different group.
Your venue’s story and spoiler-free behind-the-scenes content.

Email can provide the backbone of the programme, with selected WhatsApp messages where customers have opted in and the channel suits the message.

Previous bookers and previous players may need different communication. A booker already knows how to organise a visit. A player might need encouragement to take the lead.

Seasonal campaigns for Christmas, school holidays and new room launches can run alongside the evergreen sequence.

The programme should account for recent bookings, completed rooms and communication preferences. Customers who unsubscribe should stop receiving the relevant marketing.

The aim is a useful, ongoing relationship that gives people reasons to return and bring someone new.

7. Make better use of quieter sessions

If your busiest sessions sell themselves, your marketing effort may be more valuable elsewhere.

Perhaps you want more weekday bookings, more corporate groups or more visitors during a quieter season.

Instead of discounting every session, you can create campaigns around the bookings you actually want.

Examples might include:

A weekday team-building package.
An invitation for past players to try a new room.
A school holiday campaign aimed at suitable family groups.
Early promotion of Christmas work outings.
A limited offer for selected quieter sessions.

HighLevel can help deliver and follow up those campaigns through your chosen channels, including email, WhatsApp and social media.

The campaign should direct customers to your booking system, where current availability, prices and any promotional codes are confirmed.

8. Ask for reviews after the experience

People choosing an escape room want reassurance that it will be enjoyable, well organised and worth booking.

Customer reviews help them judge that.

HighLevel can support review requests through email, SMS and WhatsApp, with the appropriate channel configuration.

Once a completed visit is recorded, you could send a simple message:

“Thanks for playing today. We hope your team enjoyed the challenge. Would you take a moment to leave us an honest review?”

The timing should fit your operation. Requests should not be sent for cancelled bookings or visits that have not happened.

You can also remind customers to keep their reviews free of puzzle spoilers.

If your existing escape room software already handles review requests well, we would review that process before adding another one.

9. Capture video testimonials while the excitement is fresh

Straight after a game, players have something to talk about.

They remember the teamwork, the surprises and the moment they escaped, or narrowly missed out.

That makes your venue a natural place to invite a short video testimonial.

You could create a small, branded recording area with good lighting, a phone stand and a QR code linking to your testimonial collection page.

HighLevel’s Video Testimonials feature provides a way to collect customer videos through a shareable link and display selected submissions in website review widgets.

Keep the prompts simple:

What did your team enjoy most?
How would you describe the experience without giving away any puzzles?
Who would you recommend it to?

For players who prefer to respond later, you could send the collection link through email or WhatsApp.

Participation should be optional, with clear permission covering where you can publish the video.

Real players describing their experience can help prospective customers picture their own visit.

With the necessary permission, those videos can also provide valuable material for your social media campaigns.

10. Keep your social media active with HighLevel Social Planner

Escape rooms have plenty of potential social content. The challenge is finding time to publish it consistently.

HighLevel Social Planner lets you prepare and schedule posts across connected accounts, including Facebook, Instagram, Google Business Profile and other supported platforms, from one calendar.

Your content could include:

Team photos shared with permission.
Video testimonials and customer reactions.
Spoiler-free room previews.
Staff introductions and behind-the-scenes preparation.
Corporate event and birthday party ideas.
New room announcements and seasonal campaigns.

You can prepare a batch of posts in advance, then add fresh customer content as it becomes available.

Social Planner also supports recurring posts, which can help keep useful evergreen messages in circulation. Content should be varied, and offers checked regularly to ensure they remain current.

Available post formats and publishing options vary by platform.

Your social content, customer follow-up and booking campaigns can work towards the same marketing objectives.

11. Reduce the enquiries that slip through the cracks

When your team is welcoming players, resetting rooms or running games, answering every phone call can be difficult.

HighLevel’s missed-call text-back feature can acknowledge an unanswered call and invite the caller to continue the conversation.

A simple message might say:

“Thanks for calling. We’re currently helping a team with their escape room experience. Reply with your question and we’ll get back to you.”

Your website can also offer WhatsApp as another convenient way to enquire while staff are busy.

The important part is what happens next. Your team needs a clear process for handling replies, assigning responsibility and following up.

What could an escape room customer journey look like?

An enquiry arrives: a potential customer contacts you through WhatsApp, a website form or another channel.
The enquiry is followed up: helpful messages answer questions, and staff handle anything needing personal attention.
A booking is confirmed: the enquiry sequence stops when confirmation reaches HighLevel.
Players register: participants submit their own details and are linked to the booking.
The group receives practical information: the appropriate system sends arrival details and reminders.
The team attends: attendance and the room played are recorded.
Feedback is invited: players can leave an honest review or an optional video testimonial.
The relationship continues: eligible bookers and players receive relevant marketing about future experiences.

Each stage needs to reflect your booking process, the information available from your systems and the customer’s communication permissions.

Using WhatsApp properly

WhatsApp is a particularly useful option for the conversations involved in organising a group activity.

However, a booking or registration does not automatically give permission for every future promotional message.

We would configure WhatsApp around its opt-in and template requirements. Business-initiated messages outside the customer service window require approved templates.

Customers should be able to choose how they hear from you, and practical booking communications should be clearly distinguished from ongoing marketing.

Start with a plan, then build the system

The first question is: where is your escape room business currently missing opportunities?

Are enquiries going cold? Are corporate proposals being forgotten? Do past players never hear from you? Are quieter sessions difficult to fill?

That is where we start.

At MarketerM8, Atticus and I take a strategy-first, “Done With You” approach. We review your existing systems, identify the priorities and create a Marketing Automation Plan before building.

We also train someone in your team to become your CRM Champion, so you have the knowledge to manage and develop the system.

I have previously worked with a UK nationwide paintball business, which gives me relevant experience of marketing group activities. The escape room examples in this article describe systems we could build, rather than results from a claimed escape room case study.

You can read more about how I help businesses with HighLevel, or explore our customer reviews and testimonials.

Frequently asked questions

Is HighLevel suitable for an escape room business?

HighLevel can help manage enquiries, follow up with organisers, communicate with registered players, collect testimonials and market to previous customers. Its value depends on your objectives and the capabilities of your existing systems.

Do we need to replace Bookeo, Resova, FareHarbor or Buzzshot?

No. If your existing platform manages your bookings well, the starting point can be to retain it. We would assess where HighLevel could add useful marketing and sales processes alongside it.

Do escape room booking platforms already include marketing?

Yes. Features vary, but platforms may include promotions, reminders, follow-up, email marketing integrations and automation. Buzzshot also provides player-focused marketing tools. We would review your existing capabilities before recommending additional systems.

Can HighLevel connect to our booking software?

Potentially. We need to check the specific platform, subscription, integration options and accessible data. Bookings, changes, cancellations and player records should all be considered. A direct integration should not be assumed.

Can we message players who did not make the booking?

Yes, provided they have their own contact records, suitable contact details and the appropriate communication permissions. They can be associated with the booking as players. They do not need to have organised or paid for the event.

Do players need a contact record as well as a custom object record?

Each person you want to message should have a contact record. Custom objects can hold booking or participation information and link it to those contacts. Simply storing an email address in a custom object does not make that record a messaging recipient.

Can we use WhatsApp for enquiries and follow-up?

Yes. With WhatsApp connected and configured appropriately, it can support enquiry conversations, booking-related messages and opted-in marketing. Automated messages must follow WhatsApp’s service-window and approved-template requirements.

Can we encourage previous players to organise their own events?

Yes. Eligible previous players can receive relevant campaigns encouraging them to return with friends, organise a birthday or arrange a corporate event. Their previous visits can help make those messages more relevant.

Can HighLevel help us collect video testimonials?

Yes. Its Video Testimonials feature provides a shareable collection link. You could display a QR code at your venue or send the link afterwards, then showcase selected submissions with the appropriate publication permission.

Can we run marketing throughout the year?

Yes. An evergreen programme can provide ongoing follow-up, with seasonal campaigns alongside it. The system should account for recent bookings, completed rooms, customer preferences and unsubscribes.

Want to improve the marketing behind your escape room?

If you run an escape room and want to turn more enquiries into bookings, bring players back and spend less time chasing, let’s discuss what would make the biggest difference.

We can review your booking software, your WhatsApp enquiry process and the opportunities to build better relationships with both organisers and players.

Book a 20-minute Discovery Call

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

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

HighLevel Reviews & Testimonials for Julian Mills

Sam Barfield – Personal Trainers

Julian has been a real game changer for us...…

Working with the CRM and Julian has been a real game changer for us. We’ve now got Facebook ads running smoothly and feeding directly into the CRM, which makes it so much easier to follow up and recruit new clients. It’s saved us time, boosted our conversions, and made our marketing far more effective. Would highly recommend MarketerM8 to any business looking to grow.

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Sam Barfield - Surrey Mobile Personal Trainers

Clint Justice – Executive Coach

Julian is great to work with!…

Julian is great to work with! He's been instrumental in helping me set up marketing automation and my CRM through HighLevel. This will make running the daily ops of my business 100x easier! I highly recommend him as he's easy to work with, very responsive, and goes the extra mile for clients. Cheers to Julian and Marketer-M8!

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Clint Justice - Cascade Consulting

Michael Joseph – Dental Laboratory

In the last three month Julian has transformed my sales...…

In the last three month Julian has transformed my sales and marketing, and is always willing to jump on a zoom and help me with my projects, his product and the support he gives is second to none, I highly recommend working with him

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Michael Joseph - Biterite Dental Laboratory

Paul McClenaghan – Website Design

I've worked with Julian for many years and...…

I've worked with Julian for many years and he's always been extremely approachable, easy to work with and very generous with sharing his time and extensive knowledge. We've worked with some of the same clients who repeatedly go back to Julian for help and advice. I've recommended Julian's services before and I definitely will again in the future.

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Paul McClenaghan - Paul McClenaghan Ltd.

Laura & Nathan Kurton – Hospitality

Julian has been very professional and attentive at setting up our business on High-level…

Julian has been very professional and attentive at setting up our business on High-level. He has listened to our needs, the intricacies of our business and helped us to design a system that works specifically for us. I would definitely recommend his service and High level.

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Laura & Nathan Kurton - English Cottage Vacation

Steve Rees – Marketing Consultant

Julian has an excellent knowledge of GoHighLevel...…

Julian has an excellent knowledge of GoHighLevel and has been very proactive and helpful in my trial use of the software. Julian has a good grasp of marketing automation and helped me set up an email sequence for an expo I was exhibiting at. We had a wine box engraved with our QR code to trigger the email sequence about marketing planning and help build our database. Thanks Julian.

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Steve Rees - Activate Business Development

Johannes Stier – Tao Health & Wellness Centre

Julian is amazing as a person...…

Julian is amazing as a person and helped us get started with HighLevel for our business. The system is amazing and I haven't looked back ever since implementing it!

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Johannes Stier - Power of Soul

Bjorn Meisner – Portrait Photography

Julian has been dedicated, efficient, and quite literally saved our business!…

We took the leap to change marketing experts this fall and hired Julian Mills. We cannot thank him enough for his efforts. Anyone who works with Julian should consider themselves to be very lucky. We look forward to a long journey together, Julian, and thank you again for everything!

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Bjorn Meisner - Bjorn Fine Art Portraits

Alicia Branham – Marketing & Sales Promotion Agency

Julian has made all my Keap wishes come true.…

Julian has made all my Keap wishes come true. As a business owner with plans for massive expansion, having an expert like Julian in my corner has been instrumental in building the behind the scenes for this amazing tool. He is honest and genuine in his work and efforts - and is incredibly passionate about ensuring you are getting the most value working with him. Highly recommend.

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Alicia Branham - Bran Marketing

Genevieve Rockett – Health & Wellbeing

Julian is fantastic! Really holds a deep understanding of Keap. He saved us enormous amounts of time and....…

Julian is fantastic! Really holds a deep understanding of Keap. He saved us enormous amounts of time and money by helping us to launch our referral program. The tools were available in Keap, but we did not know how to leverage them...Julian helped us get it all set up... helped craft automations... helped us to fine-tune and expand...and no need to purchase any other 3rd party or plug-ins options for our website. Julian is very patient as well.

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Genevieve Rockett - iPivot-now

Sarah Davison – Homeopath

Wow! He really knows what he's talking about…

I just came off a Discovery Call with Julian. Wow! He really knows what he's talking about when it comes to Keap/Infusionsoft and how it fits in the bigger picture of your marketing. The call was incredibly helpful and he provided immediate value by resolving a problem that Keap Help Chat had been unable to resolve! I am definitely going to work with him so I can up my marketing game and really get the most out of Keap as a marketing engine. He's also very friendly and a nice personality to work with.

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Sarah Davison - Thrive Homeopathy

Charles Gregory – Photography

If you need someone to help you sort Keap out good and proper get in touch…

Great day yesterday working with Julian Mills, Keap/Infusionsoft expert at our office in Leeds

Lots of staff training, tips and tricks to make us more efficient and able to handle sales opportunities better…

Julian didn’t stop providing value from the moment he turned up until he left.

If you need someone to help you sort Keap out good and proper get in touch

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Charles Gregory - Arts Photography

Pete Murray – Microsoft Dynamics Partner

... refreshing to have someone down to earth ...…

Julian's been great in helping us transition to Keap. His knowledge of both the tech and marketing principles were just what we needed. So refreshing to have someone down to earth and not pushy to help. Thanks!

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Pete Murray - All My Systems

Michael Skirving – Catering

We met Julian at an EC Conference and were impressed…

We met Julian at an EC Conference and were impressed with his marketing approach. There was no hard sell, only a request for a Discovery meeting... and WOW! How that meeting changed our perspective and sent us back to re-think our marketing and promotional journey again. We were even given tools to help us do that. This was a great help to us at this stage, and we will certainly be speaking with Julian again... soon!

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Michael Skirving - EaT Cuisine Group

Ellie Clogher SVAI – Society Of Virtual Assistants Ireland

Definitely five out of five stars.…

I knew I wanted a Certified Partner supporting us, and at short notice, Julian was a great help in supporting us through the set up and management of our sales and onboarding campaign. He's also continued to assist us with other tweaks along the way, and has always been super helpful - he explains things in such a way that we learn more about the functionality of the system at the same time too. Definitely five out of five stars. Highly recommend.

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Ellie Clogher - Co-Founder Society of Virtual Assistants

John Mayfield – Online Real Estate Training

Julian has been a game-changer for me! Wow!…

Julian has been a game-changer for me! Wow! I thought I knew a lot about Keap (I have used Keap since the Infusionsoft Days), but Julian has helped me understand so much more about my campaigns, database, and how to streamline everything. I cannot say enough nice things about Julian. I highly recommend him!

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John Mayfield - Global Real Estate School

Catherine Tobin – Creative Agency

We would highly recommend leveraging Julian's expertise for your busines…

It is an absolute pleasure working with Julian. He goes above and beyond and is the ultimate expert when it comes to all things Keap. Not only is he a tech whizz, but he is a complete marketing genius! We would highly recommend leveraging Julian's expertise for your business.

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Catherine Tobin - Clic Create

Stewart Runciman – Electrical Contractor

Julian is my go-to Keap and marketing expert and is worth all five stars.…

I have been working with Julian Mills for over 3 years now. He has been key to our being able to implement advanced marketing and business process automation into my business. Julian is my go-to Keap and marketing expert and is worth all five stars.

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Stewart Runciman - Manchester Electricians Ltd

Carie Lyndene – The Sales Sage

I’m seeing a big shift in my results. Thank you Julian!…

I’ve run the CRM/Marketing system Keap for many years with relatively good results. Recently Julian has really helped me to maximise it with his suite of campaigns designed specifically for consultants and coaches which allowed me to implement exactly how I’ve always wanted to follow up my enquiries and already I’m seeing a big shift in my results. Thank you Julian!

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Carie Lyndene - Exceptional Sales Results Ltd

Steve Chandler – Property Development Guru & Trainer

Thanks Julian. You are an absolute champion at this stuff.…

As a long term Infusionsoft/Keap product user it was an absolute Godsend when I found Julian. Talk about making the complex simple! His skill in the creation of campaigns and every other aspect of the system has been exceptionally helpful. Thanks Julian. You are an absolute champion at this stuff. I highly recommend Julian to business owners who have a Infusionsoft/Keap account.

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Steve Chandler - Property Development Institute

Phil Novell – Sash Window restoration

He turned my inefficient Keap CRM into a lead generating, sales and follow up machine!…

I would highly recommend Julian. He turned my inefficient Keap CRM into a lead generating, sales and follow up machine! Within two weeks of him overhauling the CRM we generated 30K in sales from estimates that were just sitting dormant in our system. The evergreen campaign he set up with automated tips for customers has reengaged clients bringing in further income.

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Philip Novell - Novells Sash Windows

Kate Burt – Solicitor

I can't recommend Julian highly enough…

I can't recommend Julian highly enough. So much value packed into a 1-hour consultation session. He clearly has a wealth of experience and practical know-how. Looking forward to working with Julian again in the future!

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Kate Burt - Kate Burt Legal Ltd

Shane Cradock – Business Consultant

I wish I'd found Julian years ago - I was lost in the wilderness…

I wish I'd found Julian years ago - I was lost in the wilderness and just didn't have the time to really understand InfusionSoft and how to really use it for my email marketing. His implementation and training is superb and his deep knowledge meant I got to grips with Keap / Infusionsoft quickly.

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Shane Cradock - Cradock Consulting Ltd

Philip Grindell – Online Bodgyguard

One of our best investments…

Life Saver! Not being a hugely technical person Julian has not just held our ‘hands’ but taken control and created campaigns for us. A real knowledge and an agile methodology which allows him to be flexible. One of our best investments (Note from Julian, I asked Philip why he gave a 4 star rating, he said that was by mistake, it should have been 5. lol)

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Philip Grindell - Defuse Global

Geoff Molyneux – Exhibition Sales

Keap / Infusionsoft has been a game-changer for me and the business.…

I have been asking Jordan my Director for a system that would enable me to efficiently manage and follow up with my sales leads. I knew sales were slipping between the cracks. Julian came in and introduced me to Keap / Infusionsoft and showed me how to manage my sales leads with the CRM functionality and it is fantastic. It's already paying dividends even after just a month and simple to use. Now leads bubble to the surface on my dashboard at the right time and remind me to follow up - and guess what, when I follow up I make sales. Keap / Infusionsoft has been a game-changer for me and the business. It brings structure and organisation into my crazy busy world. I have no hesitation and would highly recommend Julian as an Keap / Infusionsoft CRM expert.

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Geoff Molyneux - Shout Exhibitions Lancashire, Manchester, Merseyside

Jeff Rau – Physical Therapist

Thank you, Julian, for helping breath sanity into my business marketing world.…

Julian was a great help in organising my Sales Pipeline and getting our sales team trained to use Opportunities in Keap / Infusionsoft. I would definitely recommend Julian to other Keap / Infusionsoft clients. Before I hired him, I read lots of glowing reviews... and i hoped they were not just being nice... well what I found out is .....the good reviews were actually TRUE. Prior to working with Julian I have worked with several other "experts" who may have known basic strategies to use... but they always seemed to leave me with more questions and then helpless frustration. I nearly had lost hope that I could utilize the great features in IS without paying thousands of dollars for a plug and play system. Julian has a very natural way to explain complex digital marketing strategies in understandable English... even for me... a Texan 🙂 He visually mapped out a plan, after listening to me. He then made suggestions where he saw flaws in my system. After each session, I know what I need to do and where we are headed. Thank you, Julian, for helping breath sanity into my business marketing world.

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Jeff Rau - Jeff Rau Physical Therapy

Pierre de Wet – Carpet & Upholstery Cleaning

I would advise you to talk to Julian. You will surely not regret it.…

Following 2 attempts at getting Keap / Infusionsoft to work for us and we wasted thousands of pounds, I was so not in the mindset to go back and try Keap / Infusionsoft a 3rd time. After a long conversation with Julian and Russell, I realised that I could do nothing and our business will stay the same or we can put all our effort behind it and make our company better. Julian was outstanding in helping us map out our business process and client journey. We instantly could visualise what we aim to achieve AND we then knew that infusionsoft was the way to go. I have worked with a few people to get Keap / Infusionsoft working for us, and if you are like me, you may be sceptical. I would advise you to talk to Julian. You will surely not regret it. Julian goes above and beyond to deliver an outstanding service, and he thinks things through thoroughly. It is excellent to work with him.

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Pierre de Wet - Art of Clean

Laban Roomes – 24k Gold Customisation

I have no hesitation in recommending Julian for his Keap / Infusionsoft and marketing coach expertise.…

My team and myself have worked with Julian since 2013 and have found his marketing advice and implementation to be invaluable. He has a wealth of marketing experience and is constantly working to learn and stay on top of his game. During one of our coaching sessions, he urged me to read the book "Launch" by Jeff Walker. Then during our next email marketing campaign, we implemented the concepts from the book, as a result, we generated an additional £200,000 in sales. An that was not all, weeks later we received a "launch echo" as a result of the campaign and sold a master franchise for £40,000.

I have no hesitation in recommending Julian for his Infusionsoft and marketing coach expertise.

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Laban Roomes - Goldgenie.com

Dr. Prav Solanki – Healthcare Entrepreneur

I've worked with Julian for +5years now and he’s my go to guy…

I have worked with over a dozen “Keap / Infusionsoft” and “Automation” experts, including the so-called top of the game guys. Julian beats them all hands down, because he’s a problem solver, passionate and always finds the best solution for your business and makes everything he does future proof. I do not believe there is anyone else that comes close to Julian where solving business problems with automation is concerned. I've worked with Julian for +5years now and he’s my go to guy when it comes to automation for E-comm, dental automation, business systemisation and training courses. I wholeheartedly and unreservedly recommend Julian.

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Dr. Prav Solanki - The Fresh UK

Maria Ward – Property Surveying

Julian has worked with us for over 4 years now. I can not recommend him highly enough.…

Julian has worked with us for over 4 years now. He introduced and trained us in Keap / Infusionsoft. Following his excellent, easy to follow, and well organised training we were able to operate Keap / Infusionsoft for ourselves, and only needed minimum support from him from time to time. We have recently re-engaged with Julian for some consultancy re developing our methods of automation and streamlining our marketing systems. In 60 mins Julian revolutionized our methods of planning campaigns and marketing strategies. He introduced us to a tool that will enable us to obtain this clarity for both marketing and many other aspects of the business. Julian is full of great marketing advice. He is a master of automation and proficiently and efficiently assisting you with the implementation of such into your business systems. He has a knack of getting straight to the point and not wasting your time. I can not recommend him highly enough.

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Maria Ward - Property Health Check

Jordan Conlin – Exhibition Organiser

I would definitely recommend Julian to other Keap / Infusionsoft clients…

Julian was a great help in organising our Expo marketing in Keap / Infusionsoft. I would definitely recommend Julian to other Keap / Infusionsoft clients. The one-to-one support by Zoom has been exceptional!

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Jordan Conlin - SHOUT Network

Paul Greig-Smith – Travel / Business Consultant

I highly recommend Julian. - He has been invaluable!…

"I highly recommend Julian. He has worked with us for the past two years and has re-engineered our processes and systems to transform out sales and marketing. He has been invaluable!"

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Paul Greig-Smith Greig-Smith Travels

Morgan Muhwati – Charity Funding

I would definitely recommend Julian to other Keap / Infusionsoft clients…

"Julian was a great help in organising our sales and marketing in Keap / Infusionsoft. I would definitely recommend Julian to other Keap / Infusionsoft clients."

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Morgan Muhwati - DreamBlazers

Katrina Jones – Propery Rental / Online Courses

Absolutely incredible! ... THANK YOU JULIAN. Total expert.…

Absolutely incredible! I spent hours on YouTube and on the phone to different people trying to figure out Keap / Infusionsoft for myself, and Julian has been nothing short of a life saver. Within one and a half hours (one of which was complimentary which was so generous) I have built my first entire campaign, improved my lead capture landing page, been taught tags, sequences and timers, put over 3000 into my first campaign (all at different points) and have never felt so confident with a piece of software in my life! Within 20 minutes of sending my first email - I've had an email from someone wanting to buy my product and I haven't even tried to sell it yet!!! THANK YOU JULIAN. Total expert.

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Katrina Jones - Owner of Kendall Bailey

Celia Gaze – Wedding & Event Venue

I have absolutely no hesitation whatsoever in giving Julian Mills five stars for his work.…

Check out this short testimonial video by Celia Transcript: Celia Gaze I met with Julian and prior to this I had mapped out on the wall over a series of around eight A1 size flip charts the entire wedding process from the initial inquiry right through to the end result of delivering a wedding. Celia Gaze I took this series of seven spreadsheets and worked with Julian to create a sales pipeline, right from the initial inquiry right through to the delivery of a wedding. So not only was Keap / Infusionsoft being used as a sales and marketing tool but has also transformed into an operational management tool for the delivery of weddings too. Celia Gaze So to have one system which will not only market weddings, but also deliver them is just amazing for us. From when I met Julian we were running two weddings and when we implemented Keap / Infusionsoft, and we're now just over two years later, running this year about 54 weddings, so to go from two weddings to 54 weddings in the space of two years is incredible. This is with no advertising. This is with implementing a system that actively collects the data of the customers and then uses that to do proactive marketing. Celia Gaze I just can't rate Julian highly enough, unbelievable for somebody to even think about what's going on in my head but yet to take my seven flip charts and translate them into a system that has had such phenomenal results in my business is unbelievable. I have absolutely no hesitation whatsoever in giving Julian Mills five stars for his work.

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Celia Gaze - The Wellbeing Farm

Maurice Ting – Manufacturer

I would definitely recommend anyone to contact Julian for Keap / Infusionsoft implementation…

Julian is brilliant. I started working with Julian end October 2019 with a two day implementation face to face work. It's really great working with Julian because he explains everything clearly as well as helping with every detail customising to my needs. After that he is very eager to help with any problems I face. We also have subsequent zoom calls to move things forward even more. I would definitely recommend anyone to contact Julian for Keap / Infusionsoft implementation.

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Maurice Ting - Tinguza

Andy McPhilbin – Domestic & Commercial Water Filtration

To take your business to the next level then I suggest you speak with Julian…

“Finding Julian was a revelation. He was able to come into our business, review our processes and automated much of the business thus increasing our sales and saving me time too. For instance Julian was not only able to create the email marketing but also set up the CRM and sales pipeline so that the sales team could easily and efficiently manage the sales process right through from initial web or phone enquiry through to the sale and installation, and ultimately asking delighted customers to refer us to friends and family. In the old days sales slipped through our fingers because of lack of follow up, now the system takes care of this and ensures no prospects “fall between the cracks”. He was even able to automate so that following an initial on-site consultation the system produces and sends a quote by email and in via the ‘smail mail’ post and it even creates a detailed Job Sheet for my fitters. What I now have is a CRM/ Automated sales and marketing system that has dramatically improved sales and saves me time too. But that is not all, with the system Julian has created it enables my business to be scaled up. I do not see this system as a cost, rather it is an asset that has increased the value of the business. If you are a UK based water softener dealer and want to take your business to the next level then I suggest you speak with Julian.” Andy McPhilbin

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Andy McPhilbin - Aqua Concepts

Julie McCann – Dental Practice

Julian always offers a five star service and I would recommend him to all.…

We have been using infusion for over a year and did not understand the power of it until we met Julian, his expertise has grown our patient numbers and we can now track our enquiries effectively. He is always there when you need help by phone or email. Julian always offers a five star service and I would recommend him to all.

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Julie McCann - Clifton Dental Studio

Ray Thomas – Specialist Printer

I would fully recommend Julian to anyone looking for advice and assistance with Keap / Infusionsoft.…

"As a member of the Entrepreneurs Circle I am a keen fan of Keap / Infusionsoft, which I first learnt about from Nigel Botterill. Over the past year Julian has been helping me with implementing Keap / Infusionsoft more fully into our business. I have found him to be an excellent Keap / Infusionsoft Certified Partner – knowledgeable and always keen to help. I would fully recommend him to anyone looking for advice and assistance with Keap / Infusionsoft." Ray Thomas (RM Labels Ltd)

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Ray Thomas - RM Labels Ltd

HighLevel Manchester based expert Julian Mills

Looking for a HighLevel Marketing Automation Expert in Manchester or the North West?

If you’re based in the North West of the UK and looking for a marketing automation expert in Manchester, I may be able to help.

Over the years, I’ve supported business owners and marketing teams across Greater Manchester, Cheshire, Merseyside, and Lancashire to get more out of their CRM and automation tools. Whether you’re looking to improve lead follow-up, automate your sales process, or streamline your client communications, I provide practical, hands-on support to help you move forward with confidence.

How I Can Help

I offer a flexible and tailored approach depending on your needs and team structure. Services include:

Marketing Automation Strategy & Consultancy
We’ll assess your current setup, identify gaps, and build a plan to help you convert more leads, save time, and scale more effectively.
Training & Coaching
I offer one-to-one or team-based training – either remotely via Zoom or in-person. This can be a single session or a series of workshops to build in-house capability.
CRM System Setup & Implementation
Need help building automations, sales pipelines, email sequences or integrations? I’ll handle the tech and get your system working the way you do.
Manchester-Based Bootcamps & In-Person Support
For larger teams or more intensive work, I also offer in-person support across the North West – including tailored Bootcamp sessions in Manchester.

Let’s Have a Chat

Take a browse around my website and see what fits your business. You’ll find resources, tips, and more detail about how I work.

If you’ve got a specific question or want to talk through your setup, schedule a free Discovery Call – no pressure, just a quick chat to see where you’re at and how I might be able to help.

👉 Book a Discovery Call with Julian

Manchester Photo by Mangopear creative on Unsplash

Why do advertising and marketing agencies never offer clients automated online marketing as a service?

Marketing agencies are always keen to jump on the latest trend – and right now, that trend is AI.

Everywhere you look, agencies are layering AI into their offers – from content creation to chatbots. But while it’s fashionable, much of it is still surface-level. What about services that actually move the needle when it comes to growing a business?

Let me make the case for marketing automation.

This is where I specialise – particularly using a platform called HighLevel. It’s a powerful all-in-one CRM and automation tool designed for small and medium-sized businesses. More importantly, it actually helps clients turn more leads into paying customers – and keeps them coming back.

Most agencies offer PPC and Social Media to drive traffic to a client’s website. A small percentage of that traffic converts – brilliant. But the majority leave without buying. That’s wasted opportunity.

Marketing automation solves this. It captures leads and continues the conversation – automatically – for as long as it takes. Weeks, months, even years.

And what about existing customers? I often see businesses relying on outdated email tools to send one-size-fits-all newsletters. With HighLevel, your existing customers can be nurtured, up-sold, cross-sold, and looked after – all through personalised automation.

Back in the 90s, when I worked in traditional mail order, the golden rule was: “Your customer list is where the gold is.” That hasn’t changed. So why do so many modern agencies overlook it?

I got into marketing automation in 2009. Before that, I was a direct marketer – catalogues, inserts, and postal campaigns.

A client of mine wanted to move online. We had a tiny email list of 1,200 contacts, a basic email platform, and a few PayPal ‘Buy Now’ buttons. Orders started coming in, but behind the scenes, it was chaos. Order fulfilment was messy. Reporting was non-existent. And because we had separate systems for email and orders, we couldn’t run targeted campaigns.

That’s where a lot of small businesses still get stuck. They start with a website, add a sales platform, tack on email, and before long they’re juggling disconnected tools. I call this “Multi-System Chaos”. And once you’re in that mess, scaling becomes nearly impossible.

That’s when I found HighLevel.

It gave me one platform, one dashboard, one database – and full control over the entire marketing and sales process.

Today, HighLevel doesn’t just help you automate emails and sales pipelines. It’s packed with AI-powered tools that handle customer interaction around the clock. The built-in AI Live Chat can answer website visitors instantly, in natural language. And Voice AI can answer your phone when no one’s available, take messages, qualify leads, and capture key details – all in real time.

This isn’t just clever – it’s practical. It means your business never misses a lead, never leaves a customer waiting, and never needs to rely on a human to say the same thing over and over again.

Here are just a few of the key benefits:

AI & Automation – Live Chat AI and Voice AI handle enquiries 24/7
Email Marketing – Automated, highly targeted follow-up sequences
E-commerce – Order forms, shopping carts, and integrated payments
Affiliate Marketing – Built-in module for referral programmes
Customer Service – Integrated support workflows and ticketing
Lead Management – Score, tag, and segment leads automatically
Opportunity Tracking – Turn more leads into booked appointments
Subscription/Membership Programmes – Generate recurring revenue
Product Fulfilment – Handle digital or physical goods with ease

With HighLevel, I helped one client go from zero to £500,000 in online sales in just five months. We built an email list of 300,000+ and launched a subscription product that generated £100,000 in its first year.

When marketing automation – now powered by AI – can have that kind of impact, it still amazes me how few agencies offer it as a solution.

To my mind, the smartest agencies today aren’t just generating traffic. They’re helping clients turn that traffic into long-term revenue using automation and AI. That’s the future.

If you’d like to explore how marketing automation and AI can help your business or your clients, book a Discovery Call and let’s chat.

👉 Book a Discovery Call with Julian

Julian Mills – UK HighLevel Consultant & Marketing Automation Expert

I help businesses use HighLevel, CRM, marketing automation and AI to improve their marketing, sales and business processes.

I’m a UK-based HighLevel Consultant and HighLevel Expert, and founder of MarketerM8, working with businesses in the UK and internationally.

Marketing first. HighLevel second.

Understand the business first. Build the technology second.

Sometimes the right answer involves sophisticated workflows, AI, Voice AI, Custom Objects, APIs and integrations. Sometimes it’s three emails.

The job of a HighLevel Consultant is knowing the difference.

Book a Discovery Call with Julian

Who is Julian Mills?

UK HighLevel Consultant & Expert Julian Mills helps businesses worldwide with GoHighLevel, CRM, automation, AI, training and implementation

Julian Mills is a UK-based HighLevel Consultant, HighLevel Expert and marketing automation strategist, and founder of MarketerM8.

I’ve worked in direct response marketing since 1996, CRM and marketing automation since 2009, and HighLevel since 2023.

Today, MarketerM8 supports more than 100 HighLevel client sub-accounts, while I work directly with businesses in the UK and internationally, including clients in Canada, Ireland and Australia.

I didn’t learn HighLevel and then decide to become a marketing consultant.

I spent decades working in marketing and CRM, then chose HighLevel as the platform I now specialise in.

With that marketing and CRM experience behind my work, I now specialise in helping businesses get more from HighLevel, whether they are looking for a HighLevel Consultant, GoHighLevel Expert or experienced help implementing and improving the platform.

That means I don’t start by asking which HighLevel features we can use. I start by understanding the business, the customer journey, the sales process and what we’re actually trying to achieve.

As an Entrepreneurs Circle Certified Coach, I also believe in keeping marketing practical, understandable and free of unnecessary jargon.

Learn more about working with me as a HighLevel Consultant

My experience at a glance

Since 1996 – Direct Response Marketing

Since 2009 – CRM & Marketing Automation

Since 2023 – HighLevel Consulting

100+ – MarketerM8 HighLevel Client Sub-Accounts

How Can I Help You?

HighLevel Consultancy

Already have HighLevel but feel you’re not getting enough from it?

I help businesses with HighLevel strategy, CRM, sales pipelines, workflows, automation, AI, Voice AI, WhatsApp, Custom Objects, migrations, integrations and implementation.

My approach is Done With You. I don’t want your HighLevel account to become a mysterious system only an outside consultant understands. I want you and your team to develop the knowledge and confidence to use it yourselves.

See my step-by-step approach to HighLevel consulting and implementation.

Find out more about my HighLevel consultancy

Looking to Buy HighLevel?

If you’re considering HighLevel for your business, you can access the platform through my HighLevel agency, MarketerM8.

Rather than simply giving you a login and leaving you to figure everything out yourself, we can help you get the foundations set up correctly and provide ongoing support and training.

MarketerM8 now supports more than 100 HighLevel client sub-accounts.

Find out about buying HighLevel through MarketerM8

HighLevel Training

I provide one-to-one HighLevel training via Zoom, on-site HighLevel training and implementation, and free live HighLevel training workshops.

The objective isn’t simply to show you which buttons to press. It’s to help you understand how to use HighLevel to solve real marketing and business problems.

Explore my HighLevel training options

Marketing & Business Growth

HighLevel is the technology I specialise in today, but my background is in direct response marketing and business growth.

I’ve been working in marketing since 1996, helping businesses improve how they attract, convert and retain customers.

The technology available to marketers has changed almost beyond recognition during that time. Human behaviour hasn’t.

Right audience. Right offer. Right message. Systematic follow-up. Testing. Measurement.

Those principles worked with direct mail in the 1990s and they still apply today to email, websites, funnels, CRM, WhatsApp, automation and AI.

The technology has changed. People haven’t.

Entrepreneurs Circle Certified Coach Since 2021

Since 2021, I’ve also been an Entrepreneurs Circle Certified Coach.

That means much of my work with business owners is grounded in the Entrepreneurs Marketing System, a practical framework for helping SMEs attract new customers, convert more enquiries and retain those customers more consistently.

I don’t see marketing strategy and marketing technology as two separate things.

The strategy tells us what needs to happen.

HighLevel, CRM and automation then help us make it happen more consistently.

Co-Author of The Entrepreneurs Marketing System

I’ve even had the opportunity to co-write The Entrepreneurs Marketing System with Nigel Botterill.

The book brings together marketing principles that have been developed, refined and tested over many years of working with small and medium-sized businesses.

It provides a step-by-step framework for generating leads, converting prospects into customers and encouraging those customers to buy again.

For me, this is an important part of what makes my HighLevel consultancy different.

I don’t start with the software.

I start with the marketing system the software needs to support.

That’s why my approach remains:

Marketing first. HighLevel second.

If you’d like to understand more about the marketing principles behind the way I work, you can get a copy of the book and simply pay the postage and packing.

Get Your Free Copy of The Entrepreneurs Marketing System

See HighLevel & MarketerM8 in Action – In Just 9 Minutes

Why spend hours piecing together different tools when one platform can bring so much together?

In this 9-minute demonstration, you’ll see how HighLevel and MarketerM8 can combine CRM, calendars, email marketing, funnels, automation and AI within one platform.

Rather than simply reading a list of features, watch the demonstration and see how the system can work in practice.

A Real HighLevel Migration: $900 a Month Software Saving

I’ve worked with John Mayfield of Global Real Estate School since 2019.

John had been using Infusionsoft/Keap for years when I suggested he consider moving to HighLevel.

Rather than simply doing everything for him, I guided John through the migration while he completed much of the implementation himself.

HighLevel allowed him to consolidate his CRM alongside other platforms he was paying for, including CustomerHub, Leadpages and Calendly.

“I literally saved $900 a month by switching to GoHighLevel.”

That’s approximately $10,800 a year in software subscription savings.

Read John’s HighLevel migration story

HighLevel Consultancy Without Geographic Boundaries

I’m based in the UK, but HighLevel consultancy and training can be delivered almost anywhere.

My current and recent work includes businesses in:

the UK
USA
Canada
Ireland
Australia

One of my longest-standing client relationships began in 2009, when the business became my first Infusionsoft client.

More than 15 years later, the same client now operates two MarketerM8 HighLevel accounts in Montreal, Canada.

One supports the Global Art League, and the other supports the Montreal Art Center & Museum.

Most of my consultancy is delivered remotely, although I also provide on-site work where appropriate.

That same Montreal client recently asked me to travel to Canada to work one-to-one with his team.

So whether you’re looking for a HighLevel Consultant in the UK, a GoHighLevel Expert or experienced HighLevel help internationally, geography usually isn’t a barrier.

Why Work With Julian Mills?

You don’t need another person simply telling you about all the clever things HighLevel can do.

You need to work out which of those things could actually make a difference to your business.

30 years of direct response marketing

17 years of CRM and marketing automation

Hands-on HighLevel consulting since 2023

100+ MarketerM8 HighLevel client sub-accounts

Real-world experience with businesses in the UK and internationally

I work with business owners and their teams to understand what they’re trying to achieve, map the processes and then use HighLevel and other technology where it makes sense.

Process first. Automation second. HighLevel third.

Frequently Asked Questions About Julian Mills & HighLevel

Is Julian Mills a HighLevel Consultant in the UK?

Yes. Julian Mills is a UK-based HighLevel Consultant and HighLevel Expert, helping businesses with HighLevel strategy, CRM, marketing automation, AI, implementation and training. Although based in the UK, Julian also works with businesses internationally.

Can I Buy HighLevel Through Julian Mills?

Yes. HighLevel is available through Julian’s HighLevel agency, MarketerM8, which now supports more than 100 HighLevel client sub-accounts. Businesses can get access to HighLevel together with support, training and implementation help. Find out more about buying HighLevel through MarketerM8.

Does Julian Mills Provide HighLevel Training?

Yes. Julian provides one-to-one HighLevel training via Zoom, on-site HighLevel training and free live HighLevel workshops. The training focuses not just on how HighLevel works, but how businesses can use it to improve their marketing, sales and business processes. Explore HighLevel training with Julian Mills.

What Is the Difference Between a HighLevel Consultant and a HighLevel Expert?

HighLevel Expert is a broad term commonly used for someone with extensive knowledge and experience of the HighLevel platform. Julian primarily describes himself as a HighLevel Consultant because his work goes beyond configuring the software and combines HighLevel expertise with marketing strategy, CRM, automation and business-process consultancy.

Read Julian’s complete guide to working with a HighLevel Consultant.

Not Sure What You Need?

That’s perfectly normal.

You don’t need to know whether you need a new sales pipeline, better workflows, AI, WhatsApp, Voice AI, a database reactivation campaign or something else before we speak.

That’s part of my job.

We’ll start with the business.

What are you trying to achieve?
What’s currently getting in the way?
What systems do you already have?
Where are leads or opportunities being lost?

Then we can work out whether HighLevel can help and what the sensible next step should be.

No smoke and mirrors. No technology for technology’s sake.

Let’s Talk About Your Business

Book a short discovery call and we’ll look at where you are now, where you want to get to and whether I can help.

Book a Discovery Call with Julian Mills

🎓 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…
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🎓 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…
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🎓 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…
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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…
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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…
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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…
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