Blog

Running an independent blinds and shutters business involves much more than measuring windows and fitting products.

You need to answer enquiries, arrange home surveys, prepare quotations, follow them up, order products, schedule installations and keep customers informed.

Then there are the sales opportunities that are easy to forget.

Someone wants shutters but has not accepted your quotation. A previous customer plans to do the bedrooms next year. A new prospect phones while you are halfway through an installation.

HighLevel can help independent blind and shutter resellers and fitters manage enquiries, automate follow-up, organise appointments and generate more opportunities from existing customers.

You can keep your specialist blinds software, use HighLevel’s built-in Service Appointments, or add FieldTask for more advanced field operations.

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

You’ve got a HighLevel account. Somebody set it up for you, perhaps an agency, a freelancer, a consultant or even a former employee.

But there’s a problem.

You don’t really know how it works.

There are workflows running in the background, pipelines full of opportunities, tags and custom fields that nobody remembers creating, and perhaps a collection of funnels, forms and calendars.

Some of it works. Some of it doesn’t.

And whenever you want to make a change, you’re worried about breaking something else.

Sound familiar?

I’ve encountered this situation many times over the years, both with HighLevel and other CRM and marketing automation platforms.

The good news is that you probably don’t need to throw everything away and start again.

In fact, rebuilding your account from scratch could be an expensive mistake.

Here’s how I’d approach getting your HighLevel account back under control.

Too Many Cooks in the HighLevel Kitchen?

Here’s something else I’ve noticed over the years.

Often, the problem isn’t that somebody has set up HighLevel badly.

It’s that too many different people have worked on the account over time.

Perhaps an agency originally set everything up.

Then a freelancer came along to build some automations.

A member of staff created a few more workflows.

Another consultant reorganised the sales pipeline.

And somebody else added new forms, tags and custom fields.

Each person probably had perfectly good intentions. They may all have been competent at what they were doing.

But here’s the problem.

Everybody has their own way of doing things.

One person uses tags to trigger automations. Another prefers custom fields. Somebody names workflows one way, while somebody else uses a completely different naming convention.

Before long, you’ve got several different approaches operating inside the same HighLevel account.

It’s a classic case of too many cooks spoiling the broth.

And the result?

An account that becomes increasingly difficult to understand, maintain and improve.

Worse still, the next person brought in to make a change might not understand why something was built a particular way. So rather than modifying what’s already there, they create something new.

And the complexity grows.

This is one of the reasons I believe every business using HighLevel should have its own internal CRM Champion.

Not necessarily somebody who builds every workflow themselves, but somebody who understands the overall system, knows why things have been configured a particular way and makes sure that everyone working on the account follows a consistent approach.

We’ll come back to the CRM Champion later in this article, because I think it’s one of the most important ways to prevent these problems happening again.

1. Don’t Start by Rebuilding Everything

When you inherit a poorly configured HighLevel account, it’s tempting to think the easiest solution is to start again.

Delete the workflows. Clear out the pipelines. Build a new account.

But hold on.

There could be some valuable work already sitting in that system.

Perhaps an automation is successfully following up new enquiries. Maybe your appointment booking process works perfectly. Or your customer database contains years of useful information.

Starting again could mean losing those valuable assets, disrupting existing processes and spending money rebuilding things that were already working.

My advice is to investigate before you renovate.

Think of it like buying a house that somebody else has renovated.

You wouldn’t necessarily demolish the entire building because you didn’t like the kitchen.

You’d inspect what’s there, identify the problems and decide what actually needs changing.

HighLevel should be approached in much the same way.

2. Find Out What You’ve Actually Got

Before making changes, you need to understand what’s already been built.

And I don’t just mean counting the number of workflows.

You need to understand how the different parts of HighLevel connect to your business.

For example:

• Where do new enquiries enter the system?
• What happens when somebody completes a website form?
• Which workflows are triggered when a prospect books an appointment?
• How are sales opportunities created and updated?
• What happens when somebody becomes a customer?
• Which emails and SMS messages are being sent automatically?
• What happens when a prospect doesn’t respond?

You might be surprised by what you discover.

I’ve seen CRM systems where automations have been running for years without anybody remembering why they were originally created.

Sometimes they still serve a useful purpose.

Sometimes they’re doing absolutely nothing.

And occasionally, they’re actually getting in the way of the sales process.

The first job is to understand the existing setup, not immediately change it.

3. Identify What’s Working Before Looking at What’s Broken

This is an important distinction.

An account can be messy without being ineffective.

Equally, an account can look beautifully organised while delivering very little commercial value.

That’s why I like to start with business results.

For example:

Is HighLevel helping you respond to enquiries quickly?

Are your salespeople following up opportunities consistently?

Are appointments being booked?

Are quotations being followed up?

Are existing customers being encouraged to buy again?

If something is already producing good results, we should be very careful about changing it.

On the other hand, if a complicated workflow isn’t contributing anything useful, perhaps it doesn’t deserve to survive simply because somebody spent hours building it.

The objective isn’t to preserve everything. It’s to preserve what’s valuable.

If you’re unsure how to assess your existing account, I’ve put together a HighLevel Audit Checklist: 10 Things Every Business Owner Should Check.

There’s also a free printable checklist you can work through yourself.

4. Check for Automations That Could Be Causing Problems

This is one area where I’d be particularly cautious.

HighLevel workflows are powerful, but when several people have been building automations over time, things can become complicated.

For example, imagine somebody completes a form on your website.

That might trigger a welcome email.

But perhaps another workflow also sends a welcome email because the contact has been given a particular tag.

And a third workflow might send an SMS because an opportunity has been created in your sales pipeline.

Suddenly, your new prospect has received three messages when you only intended to send one.

Other problems might include:

• Customers continuing to receive prospect follow-up messages after purchasing.
• Old promotional emails being sent long after an offer has expired.
• Multiple workflows updating the same contact information.
• Salespeople receiving unnecessary or duplicate notifications.
• Automations stopping prematurely or failing to trigger.

Before switching anything off, though, you need to understand what else might depend on it.

One workflow might trigger another. A tag might be used in several different places.

Making changes without understanding those connections can create more problems than it solves.

And remember, fixing the technical configuration is only part of the job.

As I explained in Why Your HighLevel Automations Aren’t Generating More Sales, a workflow can function perfectly while the marketing behind it is ineffective.

5. Look at Your Sales Process, Not Just Your HighLevel Settings

This is where my approach can be a little different from somebody who concentrates entirely on the technical side of HighLevel.

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

So when I look at a HighLevel account, I’m not simply asking whether the workflows are configured correctly.

I’m asking whether the business has a sensible marketing and sales process in the first place.

For example, suppose your sales pipeline contains these stages:

New Lead → Contacted → Quotation Sent → Won

That might be perfectly adequate for one business.

But for another business, it might miss several important steps.

Perhaps prospects need an initial consultation, a site visit or a demonstration before receiving a quotation.

If the pipeline doesn’t reflect how your business actually sells, no amount of clever automation will solve the underlying problem.

Your HighLevel account should support your business processes. You shouldn’t have to change your business to fit somebody else’s HighLevel setup.

That’s why understanding the business comes before deciding what needs rebuilding.

6. Make Sure You Own and Control Your Important Assets

Here’s something that can be overlooked when an external agency or freelancer has set up your account.

Who actually controls everything?

You might have access to HighLevel, but what about the other systems connected to it?

For example:

• Your domain name and DNS settings.
• Your business email accounts and sending domain.
• Your telephone numbers.
• Your Facebook and Google advertising accounts.
• Your payment integrations.
• Your website and landing pages.
• Your customer data.

These are important business assets.

You should understand who owns them, who has access and what would happen if you stopped working with your current provider.

That doesn’t mean there’s anything wrong with using an agency-hosted HighLevel account.

At MarketerM8, we provide HighLevel accounts to our own clients.

But I believe businesses should understand how their important assets are managed and what their options are.

If you’re considering moving your HighLevel account to another agency, it’s particularly important to understand which assets, settings and services can be transferred, and whether any rebuilding or reconfiguration will be required.

Don’t assume that everything will automatically move across without disruption.

7. Create a Prioritised Improvement Plan

Once you understand the account, you can decide what needs to happen next.

And this is where I’d encourage you to resist another temptation.

Trying to fix everything at once.

You might have identified 25 different things that could be improved.

But which three are likely to make the biggest difference to your business?

For example:

Perhaps new enquiries aren’t being followed up quickly enough.

That’s potentially costing you sales right now.

Or maybe your quotation follow-up process is inconsistent.

Fixing that could produce a measurable improvement without spending another penny on advertising.

Perhaps your contact database contains hundreds of old prospects who could be reactivated.

That might represent an opportunity for additional business.

Compare those opportunities with something like reorganising your tags or renaming workflows.

Those housekeeping tasks may be useful, but they might not deserve to be your first priority.

I always prefer to focus on the improvements that are most likely to generate additional revenue, save time or reduce risk.

Get the quick wins working first.

Then tackle the more complicated changes.

8. Build an Internal HighLevel CRM Champion

Remember our earlier example of too many cooks in the HighLevel kitchen?

This is where having an internal CRM Champion can make an enormous difference.

You might still use external consultants, freelancers or agencies to help with particular projects. There’s nothing wrong with that.

But somebody within your business needs to understand the bigger picture and ensure everyone is working towards the same objectives.

Otherwise, you risk fixing today’s problems only to recreate the same confusion six months down the line.

And here’s another situation I want to help businesses avoid.

You pay somebody to fix your HighLevel account.

They do a great job.

Everything is working again.

But six months later, nobody in your business understands what they’ve built.

So you’re back to square one.

You’re dependent on somebody else every time you want to make a change.

That’s why I encourage clients to develop an internal HighLevel CRM Champion.

This is somebody within the business who understands both the marketing and sales processes and how HighLevel supports them.

They don’t need to become an expert in every HighLevel feature.

But they should be comfortable managing everyday tasks, making routine changes and understanding how the important automations work.

Crucially, they should also help establish some consistency.

For example, agreeing how workflows should be named, how tags and custom fields should be used, and making sure new automations don’t duplicate something that already exists.

That way, when an external consultant comes in to help with a particular project, there’s somebody who understands the wider system and can coordinate the work.

At MarketerM8, our approach is Done With You, rather than simply Done For You.

We work alongside clients and their nominated CRM Champions, helping them understand the system while we’re improving it.

My objective is to get clients as self-sufficient as quickly as practical.

Because a successful consulting project shouldn’t create permanent dependency on the consultant.

9. Don’t Repeat the Same Mistake with Your Next Consultant

If you’ve had a disappointing experience with somebody who previously built your HighLevel account, it’s understandable that you might be cautious about hiring another consultant.

But I wouldn’t necessarily judge the next person purely on how much technical HighLevel knowledge they have.

I’d want to know whether they understand marketing and sales.

Do they ask questions about your business?

Do they want to understand how you generate enquiries and convert customers?

Can they explain why they’re recommending particular changes?

Are they interested in training your team?

And importantly, do they have a sensible plan for improving what’s already there, rather than immediately suggesting you start again?

Technical expertise matters, of course.

But so does commercial understanding.

You don’t just want somebody who knows which buttons to click in HighLevel.

You want somebody who understands what those buttons are supposed to achieve for your business.

10. Remember, HighLevel Is a Tool, Not the Strategy

I think this is worth repeating.

HighLevel is an incredibly capable platform.

But it won’t automatically fix a poor sales process, an unconvincing marketing message or a lack of consistent follow-up.

And a beautifully configured HighLevel account doesn’t guarantee that your business will generate more sales.

That’s why I believe the best results come from combining good marketing strategy with effective implementation.

Sometimes the answer is a new automation.

Sometimes it’s improving the wording of your follow-up emails.

Sometimes it’s simplifying the sales pipeline.

And sometimes it’s simply making sure somebody actually calls the prospect!

The technology should make your marketing and sales processes more effective, not more complicated.

So, Should You Fix Your Existing HighLevel Account or Start Again?

In most cases, I’d investigate the existing account before making that decision.

There may be good reasons to rebuild parts of your setup.

Occasionally, a fresh start might be the most practical option.

But that should be a decision based on a proper assessment, not simply because the existing account looks confusing.

The approach I’d recommend is straightforward:

1. Understand what’s already been built.
2. Identify what’s working and what’s causing problems.
3. Review the underlying marketing and sales processes.
4. Prioritise improvements based on business impact.
5. Make changes carefully, without unnecessarily disrupting existing systems.
6. Train somebody internally to understand and manage the improved setup.

If you’re experiencing some of the issues described here, you might also recognise the warning signs in my article 7 Signs Your HighLevel Account Isn’t Set Up Properly.

Would You Like Me to Take a Look at Your HighLevel Account?

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

I’m also an Entrepreneurs Circle Certified Marketing Coach, and our MarketerM8 agency now hosts over 100 HighLevel sub-accounts.

I’m offering a Free 30-Minute HighLevel Audit for business owners who want an experienced second opinion on their existing setup.

During a one-to-one Zoom session, we’ll discuss what’s happening in your business, look at the relevant areas of your HighLevel account and identify practical opportunities for improvement.

You don’t need to be a MarketerM8 customer.

In fact, if your HighLevel account was built by another agency or freelancer, that’s absolutely fine.

There’s no obligation to move your account or engage us for consulting work.

The objective is to help you understand your options and identify a sensible way forward.

Book Your Free 30-Minute HighLevel Audit →

Frequently Asked Questions

Can somebody else fix my existing HighLevel account?

Yes. An experienced HighLevel consultant can review and improve an account originally configured by another agency, freelancer or employee, provided the appropriate access is available.

Do I need to rebuild my HighLevel account from scratch?

Not necessarily. Many problems can be addressed by improving existing workflows, pipelines, integrations and marketing processes. A review should establish whether targeted improvements or a more substantial rebuild would be appropriate.

Can I change HighLevel agencies without losing my data?

HighLevel supports transferring sub-accounts between agencies in certain circumstances. However, the exact process and what transfers can depend on the account configuration, ownership and connected services. It’s important to review these details before arranging a move.

What if nobody knows how our HighLevel automations work?

This is a common reason to arrange an account review. A consultant can help identify the purpose of existing workflows, document important processes and train somebody within your business to manage them.

Can you help if my HighLevel account is hosted by another agency?

Yes. You can book a free 30-minute HighLevel audit regardless of which agency currently hosts your account. There’s no requirement to transfer your account to MarketerM8.

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

You’ve got HighLevel up and running. Your contacts are in the system, you’ve probably built a few workflows, and perhaps you’re using calendars, pipelines and email marketing.

But here’s a question worth asking.

When did you last take a proper look at how well your HighLevel account is working?

Not whether you can log in and everything appears to be functioning.

I mean whether HighLevel is genuinely helping you generate more enquiries, convert more sales, save time and make better use of your existing customer database.

I’ve been working with CRM and marketing automation systems since 2009, and one thing I’ve learned is that even a well-configured system can gradually become less effective as a business changes.

New staff join. Sales processes evolve. Someone builds another workflow. A form gets changed. A marketing campaign finishes, but the automation behind it keeps running.

Before long, the account can become rather more complicated than anyone intended.

That’s why I recommend periodically reviewing your HighLevel setup.

Here are 10 things every business owner should check, even if you’re not particularly technical.

Free Download: Printable HighLevel Audit Checklist

Want to work through these 10 checks properly?

I’ve created a free, printable HighLevel Audit Checklist to accompany this article.

It’s a four-page PDF workbook you can print out and use while reviewing your own HighLevel account.

It includes:

• Practical tick-box checks covering all 10 areas.
• Space to record problems, ideas and opportunities.
• A simple action plan to identify your three most important improvements.

You don’t need to be a HighLevel expert to use it, and there’s no form to complete. Just download the PDF and get started.

Download Your Free HighLevel Audit Checklist (PDF) ↓

Free PDF download | 4 printable A4 pages | No registration required

1. Are All Your New Enquiries Being Captured?

Let’s start with the basics.

When somebody completes a form on your website, sends a message, books an appointment or responds to an advertisement, does that enquiry reliably make its way into HighLevel?

And does the right person in your business know about it?

It’s surprisingly easy for enquiries to slip through the cracks.

Perhaps a website form was replaced but nobody updated the integration. Or a Facebook advertising campaign is generating leads that aren’t being assigned to the correct salesperson.

What to check:

• Submit a test enquiry through each of your main website forms.
• Check that the contact appears in HighLevel.
• Confirm the appropriate notifications are sent.
• Make sure the enquiry enters the correct sales pipeline, where appropriate.

If you’re spending money generating enquiries, the last thing you want is to lose them before anyone has the opportunity to follow up.

2. How Quickly Are You Following Up New Leads?

Capturing an enquiry is only the beginning.

What happens next?

Does the prospect receive an immediate acknowledgement? Is someone prompted to call them? What happens if the first attempt to make contact is unsuccessful?

One of HighLevel’s biggest strengths is its ability to automate these initial steps.

For example, an enquiry could trigger an email or SMS, notify the appropriate person and create a task for further follow-up.

But don’t assume that because you’ve built a workflow, everything is working correctly.

What to check:

• How long does it take for a new enquiry to receive a response?
• Is the correct team member notified?
• What happens if nobody manages to speak to the prospect?
• Is there a clear process for following up unanswered enquiries?

The speed and quality of your follow-up can be just as important as the number of leads you’re generating.

3. Does Your Sales Pipeline Reflect Reality?

Open your HighLevel opportunities pipeline.

Does it give you an accurate picture of what’s happening in your business?

Or is it full of old opportunities that haven’t moved for months, prospects who have already purchased and deals that nobody remembers?

A sales pipeline should be a useful management tool, not simply somewhere to store names.

What to check:

• Are your pipeline stages clearly defined?
• Are opportunities being moved as the sales process progresses?
• Can you identify which prospects need attention?
• Are won and lost opportunities being recorded correctly?
• Can you see the potential value of your current sales opportunities?

Ideally, the pipeline should also work with your automations.

For example, moving a prospect to the quotation-sent stage could trigger an appropriate follow-up sequence.

4. Are Your Workflows Actually Achieving Anything?

This is where I think many HighLevel users should spend more time.

It’s easy to become impressed by clever automations.

A workflow might contain multiple triggers, conditions, delays, emails, SMS messages and other actions.

But here’s the question I always come back to.

What business result is this automation supposed to produce?

Perhaps it’s designed to generate appointments, convert quotations, reduce no-shows or reactivate previous customers.

Whatever the objective, you should be able to explain it.

What to check:

• Which workflows are currently active?
• Do you understand what triggers each important workflow?
• Are contacts receiving the correct messages?
• Do workflows stop or change when somebody becomes a customer?
• Can you measure whether the automation is achieving its objective?

And remember, a workflow can be technically perfect while delivering poor marketing results.

I’ve explored that distinction in more detail in Why Your HighLevel Automations Aren’t Generating More Sales.

5. Is Your Contact Database Organised and Useful?

Your database should be one of your most valuable marketing assets.

It contains prospects, existing customers, previous customers and people who have shown an interest in your business.

But can you actually make good use of that information?

For example, could you quickly identify everyone who requested a quotation during the past six months but didn’t purchase?

Could you send a relevant campaign to customers who bought a particular service?

Could you identify previous customers who might be ready to buy again?

What to check:

• Are there duplicate or outdated contact records?
• Are tags and custom fields being used consistently?
• Can you distinguish prospects from customers?
• Are important customer details being captured?
• Can you create useful Smart Lists for targeted marketing?

A well-organised database creates opportunities for better marketing long after the original enquiry has been received.

6. Are You Missing Opportunities for Repeat Business?

Many businesses concentrate almost entirely on generating new leads.

But what about the people who have already bought from you?

Depending on your business, existing customers might need regular servicing, replacement products, additional services or simply a reminder that you’re still there.

HighLevel can help you build processes that keep in touch with customers after the initial sale.

For example, a business could automatically send a reminder when a service is due, invite previous customers to book again or introduce customers to another relevant product.

What to check:

• Do customers receive appropriate follow-up after purchasing?
• Are there opportunities for repeat purchases or renewals?
• Are previous customers included in relevant marketing campaigns?
• Could you introduce additional services to existing customers?

Sometimes the easiest marketing opportunity is sitting in your existing database rather than waiting to be generated through another advertising campaign.

7. Are You Asking Customers for Reviews and Referrals?

Here’s another area where HighLevel can make a real difference.

After you’ve completed a job or delivered a service, what happens?

Do you ask the customer for a Google review?

Do you encourage them to recommend your business to somebody else?

Or does everyone simply move on to the next job?

HighLevel’s reputation management features can help automate review requests and follow-up.

For example, completing a job or moving an opportunity to a particular pipeline stage could trigger a review request.

What to check:

• Are satisfied customers being invited to leave reviews?
• Are review requests sent at an appropriate point in the customer journey?
• Are you responding to customer reviews?
• Do you have a process for encouraging referrals?

Of course, review requests should be genuine and compliant with the relevant review platform’s policies.

But if you’re not systematically asking customers for feedback and recommendations, you could be missing a valuable marketing opportunity.

8. Are You Paying for Software HighLevel Could Replace?

One of the things I regularly hear from HighLevel users is:

“We’re probably only using about 10% of what HighLevel can actually do.”

Sound familiar?

There’s nothing wrong with using only the features you need.

But it’s worth reviewing whether you’re paying for separate tools that HighLevel could potentially replace.

For example:

• Email marketing platforms.
• Appointment scheduling software.
• Landing page and funnel builders.
• Review management systems.
• Social media scheduling tools.
• Online course and membership platforms.
• Electronic document signing and contract management tools.
• Event management, registrations and QR code ticketing platforms.

Depending on your requirements, bringing some of these functions into HighLevel could reduce costs and simplify your marketing processes.

There can also be benefits from having fewer disconnected systems holding customer information.

I’ve written more about this in Do You Use Lots of Separate Online Marketing Tools? Could That Be a Security Risk?

My advice is not to try to use every feature.

Identify the next 10% of HighLevel that could make the biggest difference to your business.

9. Can You See Which Marketing Activities Generate Customers?

HighLevel provides a range of reporting and tracking features.

But are they giving you information you can actually use?

For example, you might know how many enquiries came from a particular advertising campaign.

But do you know how many of those enquiries became customers?

And how much revenue they generated?

Without that information, it becomes difficult to make informed decisions about your marketing budget.

What to check:

• Can you identify where enquiries are coming from?
• Are appointments and sales being tracked?
• Are opportunity values recorded accurately?
• Can you compare marketing activity with actual sales results?
• Are your reports helping you make better decisions?

Not every business needs complicated reporting dashboards.

But every business should understand which marketing activities are helping it grow.

10. Does Somebody in Your Business Really Understand HighLevel?

This final point is particularly important.

Who in your business understands how HighLevel has been configured?

Who knows which workflows are active, how the pipelines work and what happens when a new enquiry arrives?

And what would happen if that person left tomorrow?

I’ve seen businesses become unnecessarily dependent on an external freelancer, agency or individual member of staff because nobody else understands the system.

That’s why I encourage clients to develop an internal HighLevel CRM Champion.

Somebody who understands the business and can confidently manage the everyday requirements of the system.

They don’t need to become a highly technical specialist.

But they should know enough to make routine changes, identify problems and understand when specialist help is needed.

What to check:

• Is somebody clearly responsible for HighLevel?
• Do they understand the important workflows and processes?
• Can they make routine changes without outside assistance?
• Is the account documented well enough for somebody else to take over?
• Do you have a plan if your main HighLevel person leaves?

At MarketerM8, our approach is Done With You rather than simply Done For You.

We want our clients and their CRM Champions to become self-sufficient as quickly as practical.

What Did Your HighLevel Audit Reveal?

Having worked through these ten questions, you may have discovered that your HighLevel account is in pretty good shape.

Excellent.

But perhaps you’ve identified a few areas that could be improved.

That’s useful too.

The important thing is not to rush off and start rebuilding everything.

Instead, think about which improvements are likely to have the biggest impact on your business.

For example, improving enquiry follow-up might be more valuable than redesigning your website.

Getting your sales team to use the pipeline consistently might deliver more value than adding another sophisticated workflow.

And training somebody internally to manage HighLevel could be a better long-term investment than continually paying somebody else to make small changes.

If you’ve recognised several warning signs, you might also find my article 7 Signs Your HighLevel Account Isn’t Set Up Properly useful.

The objective isn’t to create the most complicated HighLevel account possible. It’s to build a system that helps your business generate better results.

Have you completed your checklist yet?

If not, you can download my free printable HighLevel Audit Checklist here.

Use the action plan on the final page to identify the three improvements that could make the biggest difference to your business.

Would You Like a Second Opinion on Your HighLevel Setup?

I’ve been working in direct response marketing since 1996, with CRM and marketing automation systems since 2009 and HighLevel since 2023.

I’m also an Entrepreneurs Circle Certified Marketing Coach, and our MarketerM8 HighLevel agency now hosts over 100 sub-accounts.

I’m offering a Free 30-Minute HighLevel Audit for businesses that want to get more from their existing setup.

During a one-to-one Zoom session, we’ll discuss your business goals, look at the relevant parts of your account and identify practical opportunities for improvement.

You’ll come away with action points you can implement yourself or with your team.

There’s no obligation, and you don’t need to be a MarketerM8 customer. Your account can be hosted with another agency.

Book Your Free 30-Minute HighLevel Audit →

Frequently Asked Questions

How often should I audit my HighLevel account?

A review every few months is a sensible starting point, particularly if your business is actively using HighLevel for marketing and sales. You should also review your setup after significant changes to your team, processes or marketing campaigns.

Can I audit my HighLevel account myself?

Yes. This checklist is designed to help business owners identify potential problems and opportunities without needing advanced technical knowledge. An experienced consultant can provide an additional perspective where needed.

What’s the difference between a HighLevel audit and a technical troubleshooting session?

Technical troubleshooting focuses on identifying and fixing specific faults. A broader HighLevel audit considers how effectively the account supports your marketing, sales and customer management processes.

Do I need to use every HighLevel feature?

No. The objective is to use the features that make a meaningful difference to your business. A smaller number of well-implemented features can be more valuable than a complicated account full of unused tools.

Can I book a free HighLevel audit if my account is with another agency?

Yes. My free 30-minute HighLevel audit is available to existing HighLevel users regardless of which agency hosts their account. There’s no requirement to transfer to MarketerM8.

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

You’ve built some workflows in HighLevel. Your emails are going out, your SMS messages are being delivered and your contacts are moving through the automations.

Everything appears to be working.

But there’s one problem.

You’re not generating any more sales.

So what’s going wrong?

When business owners ask me to look at their HighLevel automations, they often expect me to find a technical problem.

And sometimes I do. A trigger isn’t firing, a contact is being added to the wrong workflow or an important follow-up message isn’t being sent.

But quite often the technology is doing exactly what it’s been told to do.

The problem isn’t the automation. It’s the marketing strategy behind it.

I’ve been working in direct response marketing since 1996 and with CRM and marketing automation systems since 2009. One thing I’ve learned is that automating a poor marketing process doesn’t magically turn it into a good one.

It simply allows you to run that poor process more efficiently!

Let’s look at some of the reasons your HighLevel automations might not be generating the results you expected.

1. You’re Automating Without a Clear Marketing Objective

One of the first questions I ask when reviewing an automation is:

What is this workflow supposed to achieve?

That might sound obvious, but you’d be surprised how often the answer is unclear.

Somebody has created a workflow because they saw a demonstration of a clever HighLevel feature, downloaded a snapshot or followed a tutorial.

Now the workflow is running, but nobody has really defined what success looks like.

Every marketing automation should have a clear purpose.

For example:

• Convert new enquiries into booked appointments.
• Encourage prospects to accept outstanding quotations.
• Reactivate previous customers who haven’t purchased recently.
• Reduce appointment no-shows.
• Generate more Google reviews from satisfied customers.
• Encourage existing customers to buy additional services.

Once you’ve defined the objective, you can design the messages, timing and actions around achieving it.

And importantly, you can measure whether it’s working.

2. Your Follow-Up Messages Aren’t Persuasive

Let’s imagine somebody enquires about your services.

HighLevel immediately sends an email saying:

“Thank you for your enquiry. We will be in touch shortly.”

That’s fine as an acknowledgement.

But what happens next?

Perhaps the prospect receives another email three days later saying:

“Just following up to see if you’re still interested.”

And then another one a week later:

“Just checking in again.”

Technically, you’ve got an automated follow-up campaign.

But from a direct response marketing perspective, it’s not particularly compelling.

Why should the prospect respond?

What new information have you given them?

Have you addressed any concerns or objections they might have?

Have you demonstrated why they should choose your business rather than a competitor?

Good follow-up marketing should give people a reason to take the next step.

That might involve sharing a relevant customer success story, answering a frequently asked question, explaining the benefits of your service or making a specific offer.

HighLevel can automate the delivery of your marketing messages. It can’t automatically make those messages persuasive.

3. You’re Treating Every Prospect the Same

Not every prospect is at the same stage of the buying process.

Some people are ready to buy immediately.

Others are researching their options.

Some have already received a quotation, while others are simply gathering information.

Yet I regularly see businesses sending everybody the same automated email sequence.

That’s a missed opportunity.

One of HighLevel’s strengths is the ability to tailor follow-up based on information about the contact and their interactions with your business.

For example, somebody who has requested a quotation might need a different sequence from somebody who has downloaded a free guide.

An existing customer might be interested in an additional service, while a brand-new prospect needs to understand why they should trust your business in the first place.

HighLevel gives you tools such as tags, custom fields, pipeline stages, forms and workflow conditions to help make your communications more relevant.

But somebody still needs to design the marketing strategy.

The more relevant your messages are to the recipient, the better your chances of generating a response.

4. Your Automations Stop Too Soon

Here’s another common problem.

A new enquiry comes in, the prospect receives an email and perhaps an SMS, and somebody attempts to call them.

If they don’t respond, that’s the end of the process.

But what if the prospect was simply busy?

What if they weren’t ready to make a decision that day?

What if they were planning to revisit the project in three months?

Without a structured follow-up process, those opportunities can easily be forgotten.

HighLevel makes it possible to create longer-term nurturing campaigns that keep your business in touch with prospects over time.

That doesn’t mean bombarding people with endless sales messages.

It means providing useful, relevant communications that help keep your business in mind until the prospect is ready to take the next step.

For example, a quotation follow-up sequence might run over several weeks, while a longer-term educational campaign could continue over several months.

Of course, you should always respect people’s communication preferences and ensure your marketing complies with applicable consent and data protection requirements.

The important thing is to have a deliberate follow-up strategy rather than simply giving up after one or two attempts.

5. Your Automations Aren’t Connected to Your Sales Pipeline

Your HighLevel sales pipeline and your marketing automations should work together.

Unfortunately, that’s not always what happens.

I’ve seen accounts where workflows send messages independently of what’s happening in the sales process.

That can lead to some awkward situations.

For example, a prospect accepts a quotation and becomes a customer, but continues receiving emails asking whether they’re ready to proceed.

Or a salesperson has already spoken to somebody and agreed the next step, but an automated sequence continues sending generic reminders.

These are the sorts of problems that can make a business appear disorganised.

Ideally, your workflows should respond to meaningful changes in the customer’s journey.

For example:

• A new enquiry creates an opportunity in the appropriate pipeline.
• Booking an appointment updates the opportunity and triggers reminders.
• Sending a quotation starts a relevant follow-up sequence.
• Accepting the quotation stops the sales follow-up and begins onboarding.
• Completing the work triggers an appropriate review request.

When these processes are joined together properly, HighLevel becomes much more than a tool for sending automated messages.

It becomes a system that helps your team manage the entire customer journey.

6. You’re Not Testing or Improving Your Automations

It’s tempting to build a workflow, switch it on and move on to the next project.

But marketing automation shouldn’t be a set-and-forget exercise.

Just because a workflow is running doesn’t mean it’s producing the best possible results.

For example, you might discover that one email generates significantly more replies than another.

Or that prospects respond better when you ask them to book an appointment rather than simply reply to an email.

Perhaps a particular follow-up message is being sent too soon, or too late.

These are opportunities to improve performance.

Depending on your campaign and the information available, you might monitor:

• How many enquiries turn into appointments.
• How many appointments are attended.
• How many quotations are accepted.
• How many prospects reply to follow-up messages.
• How many opportunities become paying customers.

The aim is to identify what’s working, what isn’t and what you should change next.

A small improvement in conversion rates can sometimes be worth far more than adding another complicated automation.

7. Nobody Understands the Marketing Strategy Behind the Workflows

Perhaps you hired a freelancer to build your HighLevel automations.

Or an agency installed a snapshot containing dozens of workflows.

Everything looked impressive when it was demonstrated.

But now, several months later, nobody in your business really understands how the automations fit together or what they’re supposed to achieve.

That’s a problem.

Because as your business changes, your marketing processes need to change too.

You might introduce a new service, change your sales process or discover that a particular follow-up campaign isn’t generating results.

If nobody understands the system, making even relatively small improvements can become difficult.

That’s one reason I encourage clients to develop an internal HighLevel CRM Champion.

Somebody who understands the business, knows how the marketing and sales processes work and can confidently manage the everyday requirements of HighLevel.

At MarketerM8, our approach is Done With You rather than simply Done For You.

We want clients to become self-sufficient, not permanently dependent on us for every little change.

If any of these problems sound familiar, you might also find my article 7 Signs Your HighLevel Account Isn’t Set Up Properly useful.

The Real Question: Is Your Marketing Working?

When reviewing a HighLevel account, it’s easy to get distracted by the technology.

There are workflows, triggers, conditions, webhooks, tags, custom fields and countless other features to explore.

And yes, it’s important that they’re configured correctly.

But from my perspective, the most important questions are much simpler.

Are you generating more enquiries?

Are you converting more of those enquiries into customers?

Are you generating more repeat business and referrals?

And are you making better use of the marketing opportunities already sitting in your database?

If the answer is no, then it’s worth looking beyond the technical setup and reviewing the marketing strategy itself.

Sometimes that means improving the messages.

Sometimes it means changing the follow-up process.

And sometimes it means simplifying an overly complicated system.

The objective isn’t to build more automations. It’s to build automations that help generate better business results.

Book a Free 30-Minute HighLevel Audit

I’ve been working in direct response marketing since 1996, with CRM and marketing automation systems since 2009 and HighLevel since 2023.

I’m also an Entrepreneurs Circle Certified Marketing Coach, and our MarketerM8 agency now hosts over 100 HighLevel sub-accounts.

If your HighLevel automations are running but you’re not seeing the marketing and sales results you expected, let’s take a look.

During a Free 30-Minute HighLevel Audit, we’ll discuss your business goals, look at relevant parts of your setup and identify practical opportunities for improvement.

You’ll leave with action points you can implement yourself or with your team.

There’s no obligation, and you don’t need to be a MarketerM8 customer.

Book Your Free 30-Minute HighLevel Audit →

Frequently Asked Questions

Why aren’t my HighLevel workflows generating more sales?

There could be a technical problem, but often the issue is the marketing strategy behind the workflow. Poor messaging, inadequate follow-up, irrelevant communications and a lack of clear objectives can all reduce results.

How can I improve my HighLevel automations?

Start by identifying the objective of each workflow. Check that the messages are relevant and persuasive, the timing makes sense, and the automation responds appropriately to changes in your sales pipeline. Then measure the results and make improvements.

Should I use email or SMS for HighLevel follow-up?

Both can be effective, depending on your audience and the purpose of the communication. Email is useful for sharing detailed information, while SMS can work well for timely reminders and short messages. Make sure you have the appropriate permissions and respect communication preferences.

Do I need to rebuild my HighLevel workflows?

Not necessarily. Many existing workflows can be improved by adjusting their triggers, timing, messages or conditions. It’s worth reviewing what’s already working before rebuilding everything.

Can you review my HighLevel automations if I’m with another agency?

Yes. My free 30-minute HighLevel audit is available to businesses regardless of which agency hosts their account. There’s no requirement to transfer to MarketerM8.

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

There has been a trend in business software over the past decade that I think is worth questioning.

Every time we need to do something new, we add another piece of software.

Need email marketing? Add an email platform.

Need online appointments? Add a calendar system.

Need forms? Add a form builder.

Need a sales pipeline? Add a CRM.

Need social media scheduling, reviews, courses, funnels, automation or AI? There is an app for each of those too.

Before long, a business can have a collection of different systems all connected together with APIs, webhooks, Zapier, Make and various other integrations.

It can work extremely well.

But there is another question that I think businesses increasingly need to consider:

What does this do to your data security?

Every additional system is another system you have to secure

Using lots of different software platforms does not automatically make your business insecure.

But it does increase the number of things you have to manage.

Every additional platform can potentially mean:

• another username and password
• another set of user permissions
• another company processing your customer data
• another API or integration
• another database containing some of your information
• another account that needs closing when a member of staff leaves

It can also mean customer data moving between multiple systems.

A prospect fills in a form. Their details are passed to your CRM. The CRM talks to an automation platform, which triggers an email system and perhaps updates another application used for reporting.

None of those individual systems necessarily has a security problem.

The issue is that the overall architecture becomes more complicated.

And complexity matters when it comes to security.

This is an overlooked benefit of HighLevel

One of the things I increasingly like about HighLevel is consolidation.

HighLevel now effectively provides more than 22 different business, sales and marketing tools within one platform.

Instead of stitching together separate systems for CRM, email marketing, SMS, calendars, funnels, websites, forms, surveys, pipelines, reputation management, social media, courses, communities, automation and increasingly AI, much of it can operate within the same ecosystem.

That’s normally discussed as a cost or convenience benefit.

Instead of paying for lots of different software subscriptions, you have one platform. Instead of your team learning numerous systems, they can become proficient in one.

But there is another potential benefit:

Data security and data governance can become simpler.

You potentially have fewer suppliers processing your data, fewer integrations to maintain and fewer places where customer information needs to be transferred.

That doesn’t make HighLevel immune from cyber attacks. No software platform can sensibly make that claim.

It simply means there may be fewer moving parts to manage.

But how secure is HighLevel itself?

Of course, if we’re talking about consolidating more customer data and business processes into HighLevel, there’s an obvious question:

How secure is HighLevel itself?

HighLevel has invested significantly in security and achieved SOC 2 Type II certification in 2026, an independent assessment of how its security controls operate over time.

Its published security measures include AES-256 encryption for stored data, TLS encryption for data in transit, two-factor authentication, user permissions, audit logs, security monitoring, vulnerability scanning and penetration testing. HighLevel also holds ISO/IEC 27001 certification, the internationally recognised standard for information security management.

At MarketerM8, we add our own security precautions too.

For example, we enforce a four-hour inactivity timeout on our HighLevel accounts. If you’ve been inactive for four hours, HighLevel automatically logs you out.

We do occasionally have clients complain about this. They would understandably prefer to stay permanently logged in rather than having to enter their details again.

And I completely understand why. It can be a little inconvenient.

But we have to explain that the inconvenience is deliberate. It’s there for their security.

If somebody walks away from a computer while still logged in, or a device falls into the wrong hands, we don’t want an authenticated HighLevel session sitting there indefinitely.

It’s a small example of an important distinction:

HighLevel is responsible for securing the platform. We’re responsible for how we configure and use it.

The slightly scary thing about AI-built software

This whole subject has become considerably more important because of AI.

Tools such as Lovable and Claude Code have made software development incredibly accessible.

I’m not a software developer, but today I can describe a tool I want in plain English and potentially have a working application within an hour.

That’s an amazing feeling.

“I’ve just built my own software!”

And connecting that new application to your CRM is becoming increasingly easy too.

Give the AI access to an API, explain what you want to happen and you can have information flowing backwards and forwards remarkably quickly.

But there is a question the excitement can make very easy to forget:

Who thought about security?

Traditionally, if you commissioned a professional developer to build an application that accessed your customer database, you would expect security to form part of the development process.

• Who should be allowed to access the application?
• What information should each user be able to see?
• Where are API keys stored?
• Could somebody manipulate a request to retrieve another customer’s information?
• Does the application really need access to your entire CRM database?
• What gets logged?
• Where is data stored?
• What happens if somebody discovers a vulnerability?

With AI-assisted development, a business owner can go from an idea to a working application extraordinarily quickly, without necessarily knowing that these are questions they should even be asking.

The AI may have written perfectly functional code.

Functional doesn’t necessarily mean secure.

The one-hour software developer

We’re entering a world where somebody who has never written a line of code can create an application over their lunch break and connect it to a CRM containing thousands of customer records.

That’s incredibly exciting.

It’s also something we should treat with respect.

The barrier to creating software has collapsed.

The barrier to understanding application security hasn’t.

You might not know what authentication, authorisation, API scopes, server-side secrets, database permissions or input validation mean.

Your application doesn’t care.

The moment you connect it to real customer data, those things matter.

This doesn’t mean businesses shouldn’t use Lovable, Claude Code or other AI development tools.

Quite the opposite.

I think they’re going to enable businesses to create incredibly useful applications that previously would have been too expensive or time-consuming to develop.

But the fact that we can create something in an hour shouldn’t lead us to assume that it’s ready to be connected to sensitive customer information an hour later.

This is where HighLevel AI Studio gets interesting

HighLevel has now added another possibility.

AI Studio increasingly allows us to create our own websites, applications and online tools from prompts within the HighLevel ecosystem.

Imagine that my business needs:

• a customer portal
• a quotation calculator
• an assessment tool
• a lead qualification application
• a reporting dashboard
• a specialist booking tool
• something completely specific to the way that business operates

Previously, I might have looked for another SaaS product or used something such as Lovable to create it and then connected that application to HighLevel.

That can be a perfectly good solution.

But now there is another question worth asking:

Can I build it in HighLevel AI Studio instead?

If the application primarily exists to work with information already inside HighLevel, that raises an interesting security and data governance question:

Why take that data outside HighLevel if I don’t need to?

AI Studio now supports server-side functionality, APIs and secure storage for sensitive credentials, making it possible to build significantly more sophisticated applications within the platform than was previously possible.

That doesn’t automatically make an AI Studio application secure.

Nor does it make an application created with Lovable or Claude Code insecure.

Security still depends on what you build and how you build it.

But there is an architectural difference.

If I build externally, I may be introducing another application, another supplier, another API connection and potentially another database that needs access to my CRM data.

If I can achieve the same result within the existing HighLevel environment, I may be able to avoid some of those additional moving parts.

From 22 tools to “tool number 23”

This is where I think HighLevel’s direction becomes really interesting.

I’ve talked previously about HighLevel effectively replacing more than 22 separate sales and marketing tools.

But what happens when somebody says:

“That’s great, but our business needs this very specific little application…”

Previously, that might have meant introducing software product number 23.

Another subscription.

Another supplier.

Another integration.

Another set of permissions.

Another system that potentially needs access to your data.

Increasingly, my first question is going to be:

Can we build tool number 23 in HighLevel AI Studio instead?

If the answer is yes, the benefit could be considerably greater than simply reducing your software bill.

We may also have avoided another external system that needs access to our customer data.

There is a trade-off

There is, of course, a counterargument to putting more functionality into one platform.

If you consolidate more of your business into HighLevel, securing access to HighLevel becomes even more important.

Strong passwords, two-factor authentication, sensible user permissions and promptly removing access when somebody leaves become essential.

There is also no point trying to recreate specialist software inside HighLevel simply because you can.

Sometimes an established external application will be the better solution.

My approach would therefore be:

HighLevel first. External when necessary.

If the functionality revolves around data and processes already living inside HighLevel, first ask whether it can sensibly be built there.

If it can, great.

If it can’t, use the right external application and integrate it properly.

How many companies really need access to your customer data?

For me, that’s the bigger question.

The case for consolidating technology isn’t just about reducing your software bill.

It’s about simplifying the technology your team has to learn and manage.

It’s about reducing integrations.

And potentially, it’s about reducing the number of different companies, applications and databases that need access to your customer information.

AI development makes this question even more important.

We are rapidly reaching the point where almost anyone can say:

“I need a little application that does this.”

And an hour later, they can have one.

That’s extraordinary.

But before connecting that new creation to thousands of customer records, perhaps there should be a second question:

Do I actually need to give another application access to this data?

HighLevel already brings more than 22 sales and marketing tools together.

Now AI Studio introduces another possibility.

When your business needs something that isn’t already there, perhaps you don’t automatically need to go shopping for software product number 23.

And perhaps you don’t automatically need to build it somewhere else and connect it to your CRM either.

Perhaps you can build tool number 23 inside HighLevel instead.

Frequently Asked Questions

Is HighLevel secure?

HighLevel has a range of security controls designed to protect customer data, including encryption for data at rest and in transit, two-factor authentication, user permissions, audit logs, security monitoring, vulnerability scanning and penetration testing.

HighLevel achieved SOC 2 Type II certification in 2026 and also holds ISO/IEC 27001 certification.

However, security is a shared responsibility. HighLevel can secure the underlying platform, but businesses still need to manage passwords, user permissions, account access and the applications and integrations they connect to it.

Is HighLevel SOC 2 compliant?

Yes. HighLevel announced that it had achieved SOC 2 Type II certification in March 2026.

SOC 2 Type II involves independent assessment of security controls and how effectively those controls operate over a period of time.

Is HighLevel GDPR compliant in the UK?

HighLevel is designed to support businesses complying with both EU GDPR and UK GDPR.

HighLevel has a Data Processing Agreement covering UK GDPR, supports data access and deletion requests, and participates in mechanisms designed to provide appropriate safeguards for transfers of personal information from the UK to the United States.

However, simply using HighLevel does not automatically make your business GDPR compliant. As the business collecting and using customer information, you remain responsible for ensuring that you have an appropriate lawful basis for processing it and that you use the data appropriately.

If you’re considering using HighLevel in the UK through MarketerM8, this is an important distinction to understand.

Where does HighLevel store UK customer data?

HighLevel’s core product infrastructure is hosted in the United States, not the UK. HighLevel uses major cloud infrastructure providers including Google Cloud Platform and Amazon Web Services.

That does not by itself prevent a UK business from using HighLevel under UK GDPR. Personal data can be transferred internationally where appropriate legal safeguards are in place.

UK businesses should therefore not assume that their HighLevel contact database is physically stored on servers in the UK.

Is HighLevel AI Studio secure?

HighLevel AI Studio provides security-related capabilities including server-side functions and secure storage for secrets such as API keys and access tokens.

However, using AI Studio does not automatically make an application secure. Security still depends on how the application is designed, what information it can access and how authentication, permissions and sensitive data are handled.

Is it safer to build an application in HighLevel AI Studio than Lovable?

Not necessarily. An application built properly using Lovable or another development platform can be secure.

The potential advantage of AI Studio arises when the application primarily needs to work with data already held inside HighLevel.

Building within the same ecosystem may mean you don’t need to introduce another external application, supplier, database or API connection with access to your CRM data.

Why take customer data outside HighLevel if you don’t need to?

Are AI-built applications secure?

They can be, but the fact that an AI tool can create a working application doesn’t mean that application is automatically secure.

Tools such as Lovable and Claude Code have dramatically reduced the technical knowledge required to create software. A business owner can potentially create an application and connect it to their CRM without understanding authentication, API permissions, server-side secrets or database security.

The barrier to creating software has collapsed. The barrier to understanding application security hasn’t.

Does using lots of different software increase your cyber-security risk?

Not automatically, but every additional system can increase the number of things your business needs to secure and manage.

Another SaaS product can mean another supplier, login, set of permissions, integration, API credential and potentially another location where customer data is processed or stored.

Consolidating systems can therefore reduce complexity and the number of potential points of failure, provided the platform you consolidate onto has appropriate security controls.

Why does MarketerM8 automatically log HighLevel users out after four hours?

At MarketerM8, we enforce HighLevel’s four-hour inactivity timeout as an additional security precaution.

We occasionally have clients ask why they can’t simply remain logged in permanently. We understand that logging in again can be inconvenient, but the timeout reduces the risk of an unattended logged-in computer or device providing continued access to a client’s HighLevel account.

It’s a small inconvenience that we believe is worthwhile for the additional protection it provides.

If you need help setting up, securing or getting more from your HighLevel account, you can also see my HighLevel Support UK guide.

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