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If you’re considering bringing in a HighLevel consultant, one of your first questions is likely to be:

How much is this going to cost?

Unfortunately, there isn’t a simple answer.

You might find someone who will help you with HighLevel for a relatively modest hourly rate. At the other end of the scale, you could easily spend £10,000, £15,000 or considerably more on a major CRM implementation.

But I think there’s a more important question you should ask before comparing prices:

What exactly am I paying a HighLevel consultant to do, and what position will my business be in when they’ve finished?

Because in my experience, how you work with a consultant can matter far more than their headline fee.

What are you actually paying a HighLevel consultant for?

There are several very different services that tend to get bundled under the term “HighLevel consultant”.

You might simply need someone to carry out some technical setup.

You might need help migrating from another CRM such as HubSpot, Keap, Salesforce or Mailchimp.

You might want someone to build workflows, pipelines, calendars, forms, funnels, websites or AI automations.

You might need training for your team.

Or you might need someone who can look at your wider sales and marketing processes, understand what you’re trying to achieve and help determine what should actually be built in the first place.

Those are very different jobs.

And inevitably, they come with very different price tags.

The $15,000 “black box” mistake

One approach I would be very wary of is handing everything over to an outside consultant.

It might look something like this:

“Here’s our brief. Here’s $15,000. Come back in a month with our new HighLevel system.”

It sounds appealing.

You carry on running your business while somebody else disappears into HighLevel and builds everything for you.

A month later, they unveil the finished system.

The problem is that you can end up with a black box.

There might be dozens of workflows, pipelines, triggers, forms and automations. Technically, everything may even work exactly as specified.

But does anyone inside your business really understand it?

And what happens when your business changes?

Because it will.

Even the best HighLevel consultant doesn’t know your business like you do

This isn’t a criticism of consultants.

Even the best HighLevel consultant in the world cannot live and breathe your business in the same way you do.

They don’t hear every conversation your salespeople have with prospects.

They don’t know every objection customers raise.

They aren’t involved in the little operational problems that occur every week.

They don’t necessarily know that Sarah in accounts has developed a clever workaround for something, or that your sales team has quietly stopped following part of the sales process because it doesn’t work in the real world.

Your business is constantly evolving.

Your CRM and marketing automation therefore need to evolve with it.

That’s why I think it’s dangerous to completely abdicate responsibility for your marketing to an outside consultant.

Marketing is too important to your business to simply hand over and forget about.

You can outsource technical implementation.

You can bring in specialist knowledge.

You can ask someone experienced to challenge your thinking.

But I believe the knowledge and understanding of your marketing systems should ultimately exist inside your business.

This is why I believe every business needs a CRM Champion

When I work with a HighLevel client, one of my first objectives is to help them identify, train and develop an internal CRM Champion.

The CRM Champion doesn’t need to be an IT expert.

In fact, I’d generally prefer someone who understands, or is close to, your marketing, sales and customer journey.

They’re the person inside the business who gradually develops an understanding of how HighLevel supports the company.

They don’t necessarily have to know how to build every complicated automation themselves.

But they should understand what the system is doing, why it is doing it and what needs to change as the business evolves.

You can read more about how the CRM Champion fits into my wider approach on my How I Work With HighLevel Clients page.

For me, this is a much healthier model than making the business permanently dependent upon an outside HighLevel consultant.

Start with the business, not HighLevel

Another mistake is opening HighLevel and immediately starting to build things.

Before we start implementing, I want to understand the business.

What happens when somebody becomes a lead?

What should happen next?

What happens if they don’t respond?

How do they become a customer?

What communications do they receive?

Where are opportunities being lost?

What repetitive tasks could be automated?

And, importantly, what shouldn’t be automated?

This thinking then becomes what I call the Marketing Automation Plan, or MAP.

I often describe the MAP as the architect’s blueprint for the implementation.

Rather than randomly building workflows and automations, we have a plan showing what we’re trying to achieve.

And it isn’t a document that gets created once and then forgotten.

It’s a living blueprint that continues to evolve alongside the business.

I’ve explained the complete process, from the initial Discovery Call through to the MAP, implementation and ongoing support, on my How I Work With HighLevel Clients page.

So how much should a HighLevel consultant cost?

There isn’t a universal “correct” price.

A freelancer carrying out a clearly defined technical task might charge a few dollars.

Another consultant or agency might quote a fixed price for an implementation.

A major implementation involving strategy, migration, integrations, automation and training could run into many thousands of pounds.

My own consultancy rate is currently £1,500 per day.

But there’s something equally important about the way I charge.

Wherever possible, I prefer to work with clients on a pay-as-you-go basis rather than tying them into a long-term monthly consultancy retainer.

Why I don’t believe in retainers just for the sake of retainers

To be clear, there are circumstances where a retainer can make perfect sense.

If someone is continually managing campaigns, producing marketing, optimising advertising or carrying out a defined amount of work every month, there is an ongoing service to pay for.

What I don’t believe in is charging a consultancy retainer simply so that I can remain involved.

If we’ve done our job properly, there should come a point where you need less of me.

Your system is working.

Your internal CRM Champion understands it.

Your team can make routine changes.

You can build many of your own workflows and campaigns.

So why should I continue charging you a substantial amount every month if there isn’t a substantial amount for me to do?

Eventually, the client starts asking:

“What exactly are we paying this retainer for?”

The retainer gets cancelled which “burns bridges” and what had previously been a good relationship can end with both sides feeling dissatisfied.

I’d rather avoid that situation altogether.

My goal is actually to make you need me less

This might sound like a strange business model for a consultant.

But one of my measures of success is getting a client and their CRM Champion self-sufficient as quickly as reasonably possible.

If that means there are no more consultancy days for me to charge you for, that’s fine.

It means we’ve achieved what we set out to achieve.

I don’t want to deliberately create dependency simply to generate recurring consultancy fees.

And experience has taught me that something interesting happens when you work this way.

Happy clients tend to come back

The first thing that happens is that clients come back when they genuinely need help.

Their CRM Champion may become perfectly capable of handling most of the day-to-day work.

But as the business becomes more sophisticated with HighLevel, new ideas emerge.

Perhaps they want to introduce AI.

Perhaps there’s a particularly complicated automation.

Perhaps another system needs integrating.

Perhaps they want to completely rethink part of their customer journey.

That’s when it can make sense to bring me back in.

The difference is that they’re not paying me every month just in case they need me.

They’re paying for my time when there’s something valuable for us to work on together.

Happy clients also tell other people

The second thing that happens is referrals.

If a client feels that I’ve genuinely tried to make them self-sufficient rather than deliberately making them dependent upon me, then they’re much more likely to talk positively about the experience.

That leads to referrals and opportunities for me to work with new clients on new projects.

For me, that’s a much healthier business model than trying to maximise the amount I can charge every individual client each month.

One of my client relationships demonstrates this perfectly

My very first CRM consultancy client is a good example.

I started working with him in 2009.

HighLevel didn’t exist then. The CRM and marketing automation platform we were using was Infusionsoft, which subsequently became Keap.

When my client retired in 2010, he no longer needed my services.

There was no retainer to fight over and no awkward conversation about cancelling a contract.

We simply stopped working together and parted on good terms.

And that could easily have been the end of the story.

Except, fourteen years later, in 2024, he contacted me again.

He was involved in a new project launching an international art competition and needed a CRM and marketing automation system.

The technology had changed enormously since we’d originally worked together.

This time, HighLevel was the platform I recommended.

But when he needed CRM and marketing automation expertise again, I was his first choice.

For me, that’s what a successful consultancy relationship should look like.

I would rather have a former client who is delighted to call me again fourteen years later than a client who finally cancels a retainer wondering why they’ve been paying it for the previous six months.

Training your CRM Champion

Becoming self-sufficient doesn’t mean your CRM Champion has to work everything out alone.

We can combine training with implementation so that we’re working on your actual business and HighLevel account rather than using generic examples.

For more intensive help, I offer on-site HighLevel training and implementation, where we can work with your team on the actual systems and processes you need.

If you’re not ready for bespoke consultancy, you may not need to pay for training at all.

We also run a rolling programme of 13 free live HighLevel training workshops covering the major areas of the platform.

You can also read my guide to the best ways to learn HighLevel.

What should you ask before hiring a HighLevel consultant?

Price matters, but I wouldn’t choose a consultant based solely on their hourly rate, day rate or project fee.

I’d want to know:

• Will they spend time understanding my business before they start building?
• Do they understand marketing and sales, or primarily the HighLevel software?
• Will they document what they’re building and why?
• Will they train somebody inside my business?
• Will we understand the system when they’ve finished?
• Are they helping us become more self-sufficient or more dependent upon them?
• What happens when our business processes change?
• Are we being tied into an ongoing retainer?
• If we stop paying the consultant, can we continue running and developing the system ourselves?

There’s another question I’d ask too:

Do I actually like and trust this person enough to work closely with them?

A good HighLevel implementation requires the consultant to understand a lot about how your business really works. That means there needs to be a mutual fit and some chemistry between both sides.

Freelancer, HighLevel technician or marketing consultant?

This is also why comparing HighLevel consultants purely on price can be misleading.

If you already know precisely what needs building and simply need somebody technically competent to build it, a good HighLevel freelancer may be exactly what you need.

There’s little point paying for strategic consultancy you don’t require.

But if the challenge is working out what should be built in the first place, you’re buying something different.

You’re paying for experience, questioning, strategy and judgement as well as technical HighLevel knowledge.

Personally, I describe my own positioning as marketing first, HighLevel second.

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

HighLevel is an extraordinarily capable tool, but ultimately it is still a tool.

Knowing which buttons to press isn’t the same as knowing what marketing and sales process you should create.

So, how much does a HighLevel consultant cost in the UK?

The answer could be anything from a relatively small amount for a few hours of specialist technical help to tens of thousands of pounds for a substantial implementation.

My own consultancy rate is £1,500 per day, normally working on a pay-as-you-go basis.

But I wouldn’t recommend choosing your HighLevel consultant by asking:

“Who can build this for the lowest price?”

And I wouldn’t simply ask:

“What will I get for £15,000?”

I’d ask:

“When this project is finished, what knowledge and capability will be left inside my business?”

If the answer is a mysterious black box that only the consultant understands, I’d be concerned.

If the answer is a well-designed HighLevel system, a documented plan, an increasingly capable internal CRM Champion and an experienced consultant you can call when you genuinely need them, that’s a very different proposition.

The objective shouldn’t be to become permanently dependent on your HighLevel consultant.

A good consultant should help you become increasingly capable without them.

And then be there when you need them for the next challenge.

Frequently Asked Questions About HighLevel Consultant Costs

How much does a HighLevel consultant cost in the UK?

There isn’t a standard industry rate. The cost will depend on whether you need a few hours of technical assistance, training, strategic consultancy or a substantial HighLevel implementation.

My own consultancy rate is currently £1,500 per day, normally on a pay-as-you-go basis rather than an ongoing consultancy retainer.

How much does it cost to have HighLevel set up for you?

That depends enormously on what you mean by “set up”.

Connecting your domain, email, calendars and basic settings is very different from designing sales pipelines, migrating data, creating workflows, building marketing campaigns and integrating HighLevel with other systems.

A substantial implementation can therefore cost many thousands of pounds. I’d be wary of comparing quotes until you understand exactly what each consultant is proposing to do.

Should I pay a fixed price for a HighLevel implementation?

Sometimes a fixed price makes sense when the scope is clearly defined.

My concern is with the “black box” approach where a business hands over a brief and a substantial sum of money, then expects a consultant to disappear for a month and return with the perfect finished system.

Your business will continue to change after the implementation is finished. I therefore prefer a Done-With-You approach where knowledge is transferred to somebody inside the business as we progress.

Do I need a monthly HighLevel consultant retainer?

Not necessarily.

A monthly retainer can make sense when there is genuine ongoing work to be done every month.

I don’t believe in charging a retainer simply to remain available. My preference is to help clients and their CRM Champions become increasingly self-sufficient and then charge for additional consultancy when they actually need my help.

Is a cheaper HighLevel freelancer a better option?

It can be.

If you know exactly what needs doing and simply need somebody technically competent to build it, a good freelancer could be a much more economical choice than an experienced marketing consultant.

The distinction becomes important when you don’t know exactly what should be built.

In that situation, you may need somebody who can understand and challenge your existing marketing and sales processes before deciding how HighLevel should be configured.

Should I hire a HighLevel expert from Fiverr?

Yes, you can, and in the right circumstances it can be a very cost-effective way to get help with HighLevel.

I would be most comfortable using a HighLevel freelancer from Fiverr, Upwork or a similar platform when you have a specific, clearly defined task and you already have a good working knowledge of HighLevel yourself.

For example, you might know exactly what you want a workflow to do, but would rather pay someone experienced to build it for you.

What I wouldn’t necessarily expect is for a freelancer hired for an individual task to develop a deep, long-term understanding of your business, your customers and your wider marketing strategy.

That’s not a criticism of the freelancer. You’re hiring them to complete a particular task, and that’s what you should expect them to concentrate on.

The danger comes when a business outsources lots of individual tasks without anybody internally understanding how all the pieces fit together.

So yes, hiring a HighLevel expert from Fiverr or a similar platform can make perfect sense. But I would recommend doing so when you know what you want built and somebody inside your business understands HighLevel well enough to oversee the work.

Should I hire a HighLevel Certified Admin?

A HighLevel Certified Admin can be a very good choice, particularly if you’re looking for somebody with strong knowledge of the HighLevel platform.

These people have invested in HighLevel’s Certified Admin Programme, which demonstrates that they’re serious about developing their HighLevel knowledge and working professionally with HighLevel clients.

I haven’t personally gone down the Certified Admin route because I position what I do somewhat differently.

I’m not primarily offering a HighLevel administration service. I’m a marketing automation consultant who uses HighLevel as the technology platform.

I’ve worked in marketing for over 30 years and with CRM and marketing automation since 2009. So when I’m working with a client, my role isn’t simply to ask, “How do we build this in HighLevel?”

I’m also asking, “Should we be doing this in the first place? What are we trying to achieve? And is there a better way of designing the marketing or sales process?”

So I wouldn’t regard the choice as Certified Admin versus non-Certified Admin.

I’d look at what your business actually needs.

If you need someone with strong HighLevel administration and implementation skills, a Certified Admin could be an excellent choice.

If you need someone to help you think through your marketing, sales processes and automation strategy as well as implementing the technology, I’d look for a consultant with that broader experience.

Can I set up HighLevel myself?

Yes.

HighLevel doesn’t require you to employ a consultant, and many businesses can learn to do a considerable amount themselves.

We actually encourage this. Our objective is to develop capability inside the business rather than create unnecessary dependence on an outside consultant.

If you’d like to learn the platform, see our free live HighLevel training workshops.

Should my business have an in-house HighLevel expert?

I recommend having someone internally who takes ownership of the CRM and marketing automation system.

I call this person the CRM Champion.

They don’t need to know everything HighLevel can do. Their role is to understand your business, your sales and marketing processes and how HighLevel supports them.

They can handle the everyday work and bring in specialist assistance when they encounter something more advanced.

How long should I need a HighLevel consultant for?

Ideally, your dependency on the consultant should reduce over time.

My objective is to get the client and their CRM Champion self-sufficient as quickly as reasonably possible.

That doesn’t necessarily mean we’ll never work together again. In my experience, successful clients frequently return with more ambitious projects where their CRM Champion wants additional advice or technical assistance.

What should I look for when hiring a HighLevel consultant?

I’d look beyond their knowledge of HighLevel itself.

Ask whether they understand marketing and sales, how they will learn about your business, whether they will document what they build, whether they will train your team and what happens when the initial implementation ends.

Most importantly, ask yourself whether their objective appears to be making your business more capable or making your business more dependent on them.

What’s the best way to get started with a HighLevel consultant?

I recommend starting with a conversation rather than asking immediately for an implementation quote.

My own process begins with a 20-minute Discovery Call. If there’s a mutual fit and it makes sense to continue, we can then have a more detailed Discovery and Strategy session before deciding what, if anything, needs to be built.

Book a 20-minute Discovery Call here.

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

I received an email from Wagamama this morning with a subject line that immediately caught my attention:

“fancy a free first taste?”

The idea is beautifully simple.

Wagamama is inviting members of its Soul Club to exclusive tasting events where they can try new dishes for free before they are launched to everyone else.

Click through from the email and you’re taken to an Eventbrite collection containing individual tasting events at Wagamama restaurants around the country.

And I really like this marketing.

They’re Not Just Giving Away Free Food

At first glance, you could look at this as Wagamama giving existing customers something for nothing.

I think that misses the point.

This is customer loyalty marketing.

Rather than constantly trying to tempt customers back with discounts, Wagamama is giving its regular customers something that feels exclusive:

Come and try something before everyone else does.

That makes customers feel like insiders.

It gives them another reason to engage with the Wagamama brand between normal restaurant visits. It potentially generates word of mouth and social media activity. And, importantly, it brings existing customers physically back into a restaurant.

There’s also something psychologically very different between:

“Here’s 20% off your next meal.”

and:

“We’d like you to be one of the first people to try our new dish.”

I’d take the second approach every time.

Then I Noticed They Were Using Eventbrite

There’s absolutely nothing wrong with Eventbrite. For this campaign it appears to be doing a relatively straightforward job.

Choose a restaurant. Reserve a free place. Turn up.

But it immediately made me think about the new HighLevel Events & Tickets functionality.

HighLevel can now create free RSVP events and paid ticketed events, manage capacity and registrations, issue tickets and check attendees in using QR codes.

For a relatively simple tasting event such as this, HighLevel could potentially replace Eventbrite.

I’ve previously written about using HighLevel as an Eventbrite alternative, but the really interesting part isn’t simply replacing another piece of software.

It’s what becomes possible when the event booking system is also connected to your CRM, WhatsApp, email, SMS, reputation management, social media and marketing automation.

Imagine Wagamama Had Run the Whole Campaign Through HighLevel

Someone receives:

Fancy a free first taste?

They click through and reserve a place at their local restaurant.

HighLevel now knows that customer has registered for that particular tasting event.

Before the event, workflows can automatically send confirmations and reminders.

Then the customer arrives at the restaurant and their QR code is scanned.

Now HighLevel knows something much more important:

They didn’t just book. They actually showed up.

And that single action can start an entirely different marketing journey.

This is where I’d start having some fun.

1. Build Anticipation Before the Tasting

Don’t just send a boring booking confirmation.

A couple of days beforehand:

“You’re one of the first people who’ll get to try our new dish. Any guesses what it might be?”

Perhaps reveal a clue.

Then another one on the morning of the event.

The event experience has started before the customer has even arrived.

2. Reduce No-Shows With Reminders

Free events have an obvious problem.

It’s very easy to reserve a free place and then decide not to bother going.

So use email, SMS or WhatsApp reminders in the run-up to the event.

You could even include:

“Can’t make it? Let us know and we’ll give your place to another Soul Club member.”

Now you’re potentially recovering capacity rather than simply accepting no-shows.

3. WhatsApp People When They Actually Arrive

This is where things start getting much more interesting.

When someone checks in, HighLevel can trigger an automation because that person has actually arrived at the event.

So perhaps 20 or 30 minutes after check-in they receive a WhatsApp:

“Enjoying your first taste? 🍜 You’re one of the first people to try our new dish. We’d love to know what you think…”

The timing matters.

Don’t ask them tomorrow.

Ask them while they’re sitting in the restaurant, eating the food and enjoying the experience.

4. Turn the Event Into a Video Testimonial Machine

This might be my favourite idea.

HighLevel now has Video Testimonials built into its reputation management functionality.

You can create a branded video testimonial request and send the customer a link by WhatsApp while they are still at the tasting.

The customer can then use their phone to record a short reaction.

So the WhatsApp message could say:

“You’re one of the first people in the country to try this. Fancy giving us your verdict? Tap below and record a quick 20-second video.”

Think about the timing.

They’ve just eaten something new.

They’re at an exclusive event.

They’re probably with other Wagamama fans.

They’re excited enough about the brand to have booked a tasting event in the first place.

That’s exactly when I’d ask for the testimonial.

Rather than a marketing department trying to manufacture social content afterwards, you’ve created the conditions for customers to create it for you.

5. Turn Those Videos Into Social Proof

Once somebody submits their video, another HighLevel workflow could be triggered.

So you could potentially have:

Customer checks in → receives WhatsApp → records video → grants marketing consent → marketing team is notified → video reviewed → approved content repurposed for social media.

I wouldn’t automatically publish every video without somebody reviewing it first.

That’s not a limitation. I’d deliberately build human approval into the process.

Imagine Wagamama running 20 tasting events and receiving 100 short videos.

The marketing team isn’t starting with a blank sheet of paper wondering what to post on Instagram, Facebook or TikTok.

They’ve got dozens of genuine reactions from real customers trying the product.

“We gave Soul Club members the first taste of our new dish. Here’s what they thought…”

That’s potentially fantastic social content.

And because HighLevel brings CRM and marketing automation together, the event doesn’t need to exist as an isolated marketing activity.

6. Ask Everyone for Their Verdict

Not everybody wants to record a video.

That’s fine.

After the event, send everyone who checked in a simple survey:

What did you think?

⭐
⭐⭐
⭐⭐⭐
⭐⭐⭐⭐
⭐⭐⭐⭐⭐

Now the event isn’t just marketing.

It’s also market research.

You can discover which dishes people loved, which divided opinion and potentially why.

And because this information sits against the contact in the CRM, it can influence what happens next.

7. Treat the People Who Loved It Differently

Suppose someone gives the dish five stars.

Don’t just record the answer in a spreadsheet and forget about it.

That’s a marketing signal.

When the dish officially launches, send them:

“Remember that dish you tried before everyone else?”

“It’s now officially on the menu.”

You could invite them back to have it again, perhaps with a friend.

That’s an incredibly natural reason to contact somebody.

You’re not sending another generic restaurant promotion.

You’re continuing a conversation that started when they attended the tasting.

8. Treat the No-Shows Differently Too

Imagine 100 people book and 80 actually check in.

Those two groups shouldn’t receive the same follow-up.

The 80 attendees might receive:

“Thanks for joining us. What did you think?”

The 20 people who didn’t attend might receive:

“Sorry we missed you. Would you like first refusal on our next tasting event?”

Same event.

Completely different follow-up based on customer behaviour.

9. Create a VIP Tasting Panel

Now think beyond a single event.

HighLevel is a CRM.

Over time, you could identify people who:

register → attend → give feedback → submit videos → engage with future invitations

Those people are telling you something.

They’re not merely customers.

They’re potentially some of your biggest brand advocates.

So why not create a Wagamama Tasting Panel?

Give those customers priority invitations to future tastings.

Ask them to help choose between two potential dishes.

Invite them to preview a seasonal menu.

Give them a vote on which discontinued dish should return.

Now the loyalty programme starts feeling like a genuine club rather than another database with a membership number.

10. Encourage Attendees to Bring Someone Next Time

Here’s another opportunity.

After somebody attends and gives the experience a high score:

“Glad you enjoyed it. Next time, would you like to bring a friend?”

That’s clever because your existing customer becomes the acquisition channel.

Their friend gets introduced to Wagamama through an exclusive experience rather than an advertisement.

If the objective is customer acquisition, I’d be measuring how many guests subsequently join Soul Club themselves.

11. Reward Your Best Advocates

You could take this further still.

Someone has attended three tastings.

They’ve completed every survey.

They’ve recorded two video testimonials.

They’ve brought a friend.

Why not recognise that?

Perhaps they get invited to a particularly exclusive menu preview.

Or receive a surprise reward.

Or get first access to the next tasting before invitations go to everybody else.

The technology makes it possible to recognise behaviour rather than treating every person in the database identically.

12. Close the Loop on Social Media

There’s one final twist I particularly like.

After somebody submits a video testimonial and gives permission for it to be used, send them:

“Thanks! We loved your reaction. Keep an eye on our socials. You might just spot yourself 👀”

Now you’ve potentially given them another reason to follow the brand.

And if their video does get used?

Tell them.

They’re quite likely to share it themselves.

So one customer interaction potentially becomes:

Event attendance → testimonial → Wagamama social content → customer shares Wagamama content → customer’s friends see it → more awareness of the next event.

Now you’ve created a marketing loop.

This Is Why I’m Excited About HighLevel Events

If all HighLevel did was issue tickets, I’d be considerably less interested.

There are already plenty of systems that can do that.

HighLevel Events & Tickets can create event pages, handle RSVP and ticketed registrations, control capacity, issue QR-code tickets and manage attendee check-in.

But that’s only the starting point.

The bigger opportunity is:

Invitation → Registration → Reminder → Attendance → WhatsApp → Feedback → Video testimonial → Marketing consent → Social proof → Segmentation → Follow-up → Repeat visit → Referral → Next event

And all of those interactions can potentially contribute to the same customer record.

That’s much more interesting than simply asking:

“Can HighLevel replace Eventbrite?”

For a relatively straightforward event like Wagamama’s tasting sessions, I think the better question is:

“What becomes possible when your event platform is also your CRM and marketing automation platform?”

What Can Other Businesses Learn From Wagamama?

I’m not suggesting Wagamama should rip out Eventbrite and install HighLevel.

I don’t know their technology stack, their requirements or what happens behind the scenes.

I’m highlighting their campaign because the marketing idea itself is excellent.

And it’s an idea businesses of almost any size can borrow.

A restaurant can run menu tastings.

A gym can invite members to an exclusive new class.

A dentist can hold an Invisalign information evening.

An accountant can run a Budget update.

An estate agent can host a property investment evening.

A software company can invite its best customers to preview a new feature.

A martial arts club can run gradings, tournaments and presentation evenings.

The event doesn’t necessarily need to make money.

Sometimes the purpose is to give your customers another reason to interact with you and another reason to feel good about being one of your customers.

Wagamama has done that with one very simple proposition:

Come and try our new food before everyone else.

I think that’s clever marketing.

But combine that idea with CRM data, event check-ins, WhatsApp, workflows, customer feedback, video testimonials and social media, and it could become something considerably more powerful.

If you’d like to explore the technology itself, I’ve written a more detailed guide to HighLevel Events & Tickets.

You can also join us for our free live HighLevel Courses, Events & Ticketing workshop, where we look at how these features can be used in a real HighLevel account.

So yes, Wagamama. I like this one.

And I’ll be particularly interested to see what they send me after the tasting event.

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

What if you could update a contact, check your diary or move an opportunity forward without opening HighLevel?

HighLevel has introduced a WhatsApp connection for Ask AI, its built-in AI copilot. Once you connect your own WhatsApp number, you can send a message to your copilot from a normal WhatsApp conversation. It can answer questions and carry out supported actions in your HighLevel account. There is no need to open the HighLevel website or mobile app for every small task.

Important distinction: This is a free way to use your own WhatsApp to interact with Ask AI in your HighLevel sub-account. You do not need to purchase HighLevel’s separate paid WhatsApp add-on to connect this feature. It does not enable you to send WhatsApp messages to your contacts from HighLevel. Customer messaging through HighLevel is what the paid WhatsApp add-on is for.

I have recorded a quick demonstration so you can see the idea in action: watch my HighLevel Ask AI WhatsApp demo.

What can Ask AI do through WhatsApp?

According to HighLevel’s announcement, this is the same Ask AI copilot available inside HighLevel, rather than a separate, limited chatbot. HighLevel gives these examples:

• Work with contacts: find a contact, add a note or update a field.
• Keep your pipeline current: move an opportunity to another stage after speaking to a prospect.
• Check your calendar: ask what is coming up today or next.
• Draft content: request a blog draft or reusable email template.
• Set tasks in motion: ask for a follow-up or a recurring summary of new leads.
• Get help: ask a question about the product and receive an answer in the conversation.

For me, the most useful part is capturing work at the moment it happens. Imagine leaving a client meeting and sending a WhatsApp message asking Ask AI to add a note to the contact and move the opportunity to the next pipeline stage. That is much easier than trusting yourself to remember it when you return to your desk.

How is this different from HighLevel’s paid WhatsApp add-on?

Think of the direction of the conversation. With Ask AI in WhatsApp, you message HighLevel from your personal WhatsApp to ask questions or make changes inside your sub-account. Connecting it does not require the paid WhatsApp add-on.

With the paid WhatsApp add-on, your business uses HighLevel to send and receive WhatsApp messages with contacts and to include WhatsApp in customer communications and automations. Connecting Ask AI to your personal WhatsApp does not switch on those customer messaging features.

Each person connects their own number to their own Ask AI access. HighLevel says your exchanges can also be reviewed in the Dispatch tab. As with any AI action affecting customer records, check the contact and requested change carefully, especially where two people have similar names.

How do you connect it?

1. In HighLevel, open Dispatch (or Customize → Dispatch) and choose Connect WhatsApp.
2. Scan the QR code with your phone and send the first WhatsApp message to the number shown.
3. Enter the verification code you receive in WhatsApp back in HighLevel.
4. Once connected, message that number whenever you want to reach Ask AI.

These are the steps in HighLevel’s announcement. The menus available to you may depend on your account and access.

Does this mean you never need to log in again?

For many quick questions and updates, you can stay in WhatsApp. You will still want the HighLevel interface when reviewing detailed records, checking an AI-generated draft or building and testing a larger automation. The practical benefit is removing the friction from the small jobs that otherwise get put off.

The announced connection centres on WhatsApp messages. I would not assume that WhatsApp voice calls or voice notes offer the same functionality without testing them in your account.

Watch my demonstration

See my video demo of Ask AI in WhatsApp here. If you already use HighLevel, try a simple request first, such as checking your upcoming appointments or finding a contact. Then test an update and check the result in HighLevel.

If you want help setting up HighLevel so that your team actually uses it, book a 20-minute discovery call with me. We can talk through your sales process, the work your team does every day and where tools like Ask AI fit.

For the official feature details and connection steps, read HighLevel’s Ask AI WhatsApp changelog.

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

If you’re considering HighLevel for your business, it’s easy to get caught up in the long list of features. But the more useful question is whether it will help with what your business actually needs.

In this article, I’ll explain when I would recommend HighLevel, when I would suggest another approach, and what I would check before you commit to it.

I run a HighLevel agency, MarketerM8, so I have a commercial interest in the platform. But that doesn’t mean I recommend it for every business.

I’ve worked with CRM and marketing automation since 2009. My starting point is always the same: what are you trying to improve?

When I Would Recommend HighLevel

Your enquiries and follow-up are slipping through the cracks

Perhaps enquiries arrive through your website, telephone, email and social media. Different people respond, some prospects get chased, and others quietly disappear.

HighLevel can help you organise those enquiries, track sales opportunities and build a consistent follow-up process.

For a business selling through consultations, appointments or quotations, that can be a practical starting point.

You don’t necessarily need more leads. You may need to handle the ones you already receive better.

You have repeatable customer journeys

Think about what happens between an initial enquiry and a completed sale.

Do you repeatedly send the same information, arrange appointments, chase quotations, remind customers or request reviews?

Those are processes worth examining for automation.

A window installer might need better quotation follow-up. A consultant might need enquiry qualification and discovery-call booking. A training company might need registration, reminders and ongoing communication.

The value comes from improving the process, rather than switching on every feature.

Your software is fragmented: Multi System Chaos

Perhaps your contacts live in one system, appointments in another, email marketing somewhere else, and landing pages in a fourth.

Your team spends time copying information between tools, checking which records are current and fixing connections when something breaks.

I call this Multi System Chaos.

HighLevel can potentially bring several of those functions together, reducing the number of subscriptions, integrations and separate systems your team needs to manage.

But consolidation should solve a business problem. I would check what each existing tool does before recommending that you replace it.

Your existing CRM works, but there are holes

You don’t have to replace your existing CRM to benefit from HighLevel.

Perhaps your existing system works well and your team has no desire to move. But it doesn’t cover everything you need for marketing and customer communication.

You can use HighLevel as a digital marketing toolbox, choosing the tools that fill those gaps. Depending on your requirements, these could include:

• Social media scheduling and publishing.
• Landing pages, sales funnels and websites.
• Forms, surveys and quizzes.
• Appointment booking and calendars.
• Email marketing and automated follow-up.
• SMS and WhatsApp communication.
• Website live chat and AI chatbots.
• Telephone systems and AI voice agents.
• Document signing and contracts.
• Payments, invoices and subscriptions.
• Google review requests and reputation management.
• Online courses and communities.
• Advertising campaign management.
• Workflow automation.

You can explore the HighLevel tools and features available through MarketerM8. Availability and additional charges depend on the features and plan you choose.

For example, you might keep your established CRM and use HighLevel for landing pages, appointment booking and follow-up. Another business might primarily need social media scheduling, document signing and review requests.

You don’t need to use every feature for the platform to be worthwhile. Compare the cost and practical benefits of the tools you need with buying separate subscriptions.

The important question is how information should move between HighLevel and your existing CRM. The aim is to fill the gaps while avoiding more Multi System Chaos.

You need an agile system for a new division or business opportunity

HighLevel can also deserve consideration inside a larger organisation.

Imagine a business with a substantial, complex Salesforce implementation. It launches a new division or wants to test a business opportunity, but extending the main system would involve considerable time and expense.

A separate HighLevel account could provide an agile way to manage enquiries, build landing pages, book appointments and test follow-up processes.

That fits a lean approach: start with what the new venture needs, test the opportunity and develop the system as the business model becomes clearer.

I would still assess data ownership, security requirements and how the new operation connects with the wider organisation. The aim is to support a new opportunity without disrupting an established enterprise system.

Somebody interested has the time to take ownership

HighLevel needs an internal owner. I call that person your CRM Champion.

Two things matter: they must be interested in improving how the business uses the system, and they must have time allocated to do it.

Giving the responsibility to someone whose diary is already full is unlikely to work.

The role may initially involve a few hours each week: learning the platform, helping colleagues and improving everyday processes.

As the business grows, it can develop into a full-time role covering automation, customer communication, reporting and ongoing improvements.

That investment can be fully justified when better follow-up, conversion and customer retention produce enough additional sales and profit. The role should grow with the value it delivers.

When I Wouldn’t Recommend HighLevel, or Would Pause First

Your immediate problem is a shortage of new leads

If your business has very few enquiries, buying HighLevel alone will not solve that problem.

Much of its value comes from helping you capture, organise and make more of your leads and customer relationships.

It cannot magic up new prospects simply because you have subscribed.

HighLevel’s Ad Manager can support paid advertising through Facebook, Google and LinkedIn. You still need an advertising budget, a suitable audience, a convincing offer and effective campaigns.

Websites, landing pages and referral campaigns can also support lead generation, but people still need a reason and a route to find you.

So if your immediate challenge is generating demand, I would start with your lead-generation strategy. HighLevel may support that strategy, but the software is not a substitute for it.

You only need one straightforward function

If you only want a booking link or an occasional email newsletter, a simpler tool may be enough.

HighLevel’s breadth becomes valuable when the functions you need justify the subscription, setup and learning involved.

Buying a larger platform because it has more features isn’t automatically a better decision.

You expect software to fix an unclear offer

HighLevel won’t decide who your ideal customers are or make an unconvincing offer attractive.

You still need to understand your audience, what you are selling and why someone should choose you.

Automating a weak sales process can simply make the weaknesses happen faster.

You need a specialist system to run your operation

A contractor may need job scheduling, stock management and engineer dispatch. An accountant may need practice management. A retailer may depend on detailed inventory and fulfilment.

I would assess those requirements separately.

HighLevel may still be useful for marketing and customer communication alongside specialist software. I wouldn’t assume it should replace the system that runs your core operation.

Your current system already works well

If your team uses your existing CRM confidently and it supports the business, switching needs a clear reason.

Compare the expected benefit with migration, rebuilding, training and disruption. A lower subscription price alone may not justify the move.

You may be better off improving your current system or using selected HighLevel tools alongside it.

Nobody has time to implement it

A HighLevel account subscription isn’t a finished business system.

You need to decide what happens when an enquiry arrives, who takes responsibility, what should be automated and how exceptions are handled.

If nobody can contribute to those decisions, I would resolve that before buying.

You can get help with implementation, but your business still needs to provide direction and take ownership.

Look Beyond the Monthly Subscription

Your decision should include the cost of setup, training and ongoing use.

HighLevel’s plans via MarketerM8 start at £97 per month. Some communication and AI services attract usage charges, and optional extras may cost more.

If you’re comparing buying routes, you can also read about buying HighLevel through MarketerM8.

The useful comparison is the total cost of a working system, weighed against the problems it could realistically solve.

How I Would Decide Whether HighLevel Fits Your Business

Before recommending HighLevel, I would ask:

• Where are you losing time, enquiries or sales opportunities?
• Which customer processes happen repeatedly?
• What software already works and should stay?
• Which gaps do you need to fill?
• Who has the interest and time to own the system?
• What would worthwhile progress look like in the first three months?

Start with one customer journey and test whether HighLevel can improve it. You don’t have to rebuild your whole business at once.

You can also explore the platform through our free live HighLevel training workshops before deciding how much of it you need.

Would You Like Help Assessing the Fit?

You don’t need to know which HighLevel features you want before we speak.

We can start with your business, your existing tools and what you are trying to achieve.

Then we can decide whether HighLevel should become your main system, fill selected gaps, support a new venture, or whether another approach would make more sense.

Book a Discovery Call with Julian Mills

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

If you run an asbestos consultancy, surveying company or asbestos removal business and you’re researching CRM or specialist asbestos software, you will probably come across platforms such as Alpha Tracker, Phoenix Asbestos Software, Assure360 and Footprint WFM.

You may even have arrived here searching for an alternative to Alpha Tracker, Phoenix, Assure360 or Footprint WFM.

But there is an important distinction to make before choosing or replacing any software:

What type of asbestos business are you running?

An asbestos consultant or surveying company has very different software requirements from a contractor physically removing asbestos.

For an asbestos consultancy, a CRM and business automation platform such as HighLevel could potentially manage a substantial part of the business.

For an asbestos removal contractor, HighLevel is more likely to form one part of the technology stack, managing marketing, enquiries, sales and customer communication while specialist asbestos software handles operational delivery and compliance.

So the real question isn’t necessarily:

“Which is the best asbestos software?”

It is:

“Which parts of my asbestos business does each system need to manage?”

Asbestos Consultants and Removal Contractors Are Different Businesses

The term asbestos company can cover several different types of business.

For example:

• Asbestos consultants
• Asbestos surveyors
• Asbestos analysts and laboratories
• Asbestos management companies
• Licensed asbestos removal contractors
• Non-licensed asbestos removal contractors
• Businesses combining several of these services

That distinction matters when choosing software.

Asbestos Consultants and Surveyors

An asbestos consultancy may need to manage:

• New enquiries
• Commercial clients
• Prospect follow-up
• Quotations
• Sales opportunities
• Survey bookings
• Consultant or surveyor calendars
• Appointment reminders
• Email and SMS communication
• Recurring inspections
• Customer relationships
• Reviews
• Marketing

A platform such as HighLevel could potentially manage a large proportion of this.

However, asbestos surveyors and analysts still have specialist technical requirements. HSE guidance makes clear that surveying, sampling, analysis and clearance work involve specific competence, procedures and in some cases accreditation requirements.

So an asbestos consultancy may still need specialist software for areas such as:

• Survey data capture
• Asbestos registers
• Laboratory processes
• Technical reports
• Site-specific asbestos data

The important difference is that HighLevel could potentially become the main commercial CRM and business automation platform for the consultancy, with specialist software used where required.

Asbestos Removal Contractors

The requirements become considerably more specialised once a business physically carries out asbestos work.

Depending on the type and risk of the work, asbestos contractors may have responsibilities around licensing, notification, plans of work, worker medicals, health records, exposure controls, equipment, site documentation and other operational requirements.

For a removal contractor, I would therefore normally separate the business into two connected systems:

HighLevel = Marketing, CRM & Customer Acquisition

Specialist Asbestos Software = Operations, Service Delivery & Compliance

They don’t necessarily need to be the same system.

Where HighLevel Could Fit Into an Asbestos Consultancy

I am a consultant myself, and HighLevel sits at the centre of how I manage many aspects of my own consultancy.

The same principle can potentially apply to an asbestos consultancy.

HighLevel could manage areas including:

• Website and landing pages
• CRM and contact database
• Incoming enquiries
• Telephone calls
• Missed-call follow-up
• Enquiry forms
• Document and report uploads
• Lead qualification
• Survey bookings
• Consultant calendars
• Email
• SMS
• WhatsApp
• Appointment confirmations and reminders
• Sales pipelines
• Quotation follow-up
• Automated workflows
• Conversation AI
• Voice AI
• Google review requests
• Referral campaigns
• Database reactivation
• Marketing campaigns

A typical consultancy journey might look like:

Enquiry → Qualification → Survey Booking → Survey → Report → Recommendation → Follow-up → Repeat Work

HighLevel could potentially manage most of the customer-facing journey.

The specialist survey, analytical or reporting component can then remain within the specialist system best suited to that work.

Where HighLevel Fits Into an Asbestos Removal Business

HighLevel can still play a major role for an asbestos removal contractor.

But I wouldn’t recommend trying to turn HighLevel into specialist asbestos compliance software.

Instead, HighLevel can manage:

• Advertising and lead generation
• Websites and landing pages
• Incoming telephone calls
• Missed-call follow-up
• Online enquiries
• Photograph and survey-report uploads
• Lead qualification
• Site-visit bookings
• Email, SMS and WhatsApp communication
• Appointment reminders
• Sales pipelines
• Quotation follow-up
• Reviews
• Referrals
• Database reactivation

Then, once the customer accepts the quotation, the job can move into specialist asbestos operational software.

The overall journey could become:

Lead → HighLevel → Survey / Site Visit → Quote → Follow-up → Won → Specialist Asbestos Software → Job Completed → HighLevel → Review / Referral

CRM vs Specialist Asbestos Software

Alpha Tracker

Alpha Tracker is particularly relevant to asbestos consultants and surveyors.

Its published asbestos-management platform covers much more than compliance. It includes sales, scheduling, site data capture, laboratory and reporting workflows, invoicing and a client portal.

That means Alpha Tracker already crosses significantly into the territory normally associated with CRM and business-management software.

So it would be inaccurate to say:

“Alpha Tracker manages asbestos. HighLevel manages CRM.”

Alpha Tracker can already manage a substantial part of both.

HighLevel vs Alpha Tracker

The better question for an asbestos consultancy is:

Do you want your specialist asbestos-management platform to also be your primary marketing and CRM platform?

For some companies, Alpha Tracker may provide everything they need.

Others may want much deeper marketing automation around:

• Websites and landing pages
• Incoming leads
• Missed calls
• SMS and WhatsApp
• Automated lead nurturing
• Calendars
• Marketing campaigns
• Conversation AI
• Voice AI
• Review management
• Database reactivation

That’s where HighLevel becomes interesting.

Alpha Tracker also publicly supports Zapier and its own API, which makes an architecture such as:

HighLevel ↔ Alpha Tracker

worth exploring.

If you’re searching for an Alpha Tracker alternative, you therefore may not need an alternative at all.

You could potentially use HighLevel as the commercial CRM and marketing platform while retaining Alpha Tracker for specialist asbestos survey, site-data and reporting requirements.

Phoenix Asbestos Software

Phoenix Asbestos Software is much more clearly orientated towards asbestos removal operations.

Its published functionality includes areas such as:

• Site daily checks
• Photographic evidence
• Live signatures
• Plans of work
• Risk assessments
• Smoke tests
• Project completion reports
• Training records
• Health and safety forms

That is exactly the type of specialist functionality I would not try to recreate inside HighLevel.

Phoenix could potentially become the asbestos contractor’s service delivery system.

HighLevel could sit in front of it as the marketing, CRM and customer acquisition system.

For example:

Google enquiry → HighLevel → qualification → site visit → quotation → follow-up → customer accepts → Phoenix → asbestos project delivery

If you’re searching for a Phoenix Asbestos Software alternative because you’re unhappy with lead management, sales follow-up or customer communications, replacing Phoenix may therefore be solving the wrong problem.

You may need a CRM alongside it instead.

Assure360

Assure360 is another specialist asbestos-management platform.

Its proposition is heavily focused on areas such as asbestos compliance, audits, site processes, health and safety, record keeping and management information.

If Assure360 is successfully managing the operational side of your asbestos business, replacing it simply because you want better marketing automation may make little sense.

Instead, the architecture could become:

HighLevel
Marketing → enquiries → CRM → quotations → sales → customer communication

Assure360
Asbestos operations → site processes → compliance

If you’re researching an Assure360 alternative, first establish which problem you’re actually trying to solve.

If the issue is lead generation, enquiry management, quotation follow-up or customer communication, the answer may be adding a CRM rather than replacing Assure360.

Footprint WFM

Footprint WFM provides perhaps the clearest example of the two-system approach.

Footprint provides specialist field-workforce and asbestos functionality, but it also openly supports integration with external business systems.

Footprint demonstrates a workflow using Salesforce as the CRM.

An opportunity can progress through Salesforce, a job can then be created within Footprint, the field work is completed and information can flow back into the CRM.

In other words:

CRM → Service Delivery → CRM

That’s very similar to the architecture I would consider with HighLevel.

What If HighLevel Were the CRM?

An asbestos contractor could potentially use:

HighLevel
Marketing → enquiry → sales pipeline → quotation → customer communication

↓

Footprint WFM
Job management → field operatives → asbestos service delivery

↓

HighLevel
Customer communication → review → referral → reactivation

This isn’t a claim that an off-the-shelf HighLevel and Footprint integration already exists.

It means the technical and business architecture is worth investigating, particularly because Footprint already supports the principle of integrating its field-service platform with external CRM systems.

Looking for an Alternative to Alpha Tracker, Phoenix, Assure360 or Footprint?

This is where I would encourage you to stop comparing software for a moment.

Instead, write down the actual problems you’re trying to solve.

Perhaps:

• We’re losing enquiries.
• Nobody follows up missed calls.
• We take too long to respond to website leads.
• Survey appointments get forgotten.
• Customers don’t receive reminders.
• Quotations aren’t consistently followed up.
• We don’t know which prospects need calling today.
• We don’t know our enquiry-to-sale conversion rate.
• We don’t systematically ask customers for reviews.
• We don’t market to our existing database.

Those are predominantly CRM, sales and marketing problems.

Changing from one asbestos-management package to another may not solve them.

Now consider a different list:

• We need better survey data capture.
• We need specialist asbestos reports.
• We need better field-service management.
• We need better site documentation.
• We need better asbestos compliance processes.
• We need specialist operational workflows.

Those are much more likely to be specialist asbestos software problems.

Understanding which list your problems belong to makes choosing software much easier.

Could an Asbestos Consultancy Run Primarily on HighLevel?

Potentially, yes.

If the company is primarily providing consultancy, advice, surveys and client management, HighLevel could potentially manage a very large proportion of its commercial operations.

For example:

Website → Enquiry → Qualification → Quote → Survey Booking → Reminder → Customer Communication → Follow-up → Review → Repeat Work

The consultancy could then supplement HighLevel with specialist tools for survey data capture, asbestos registers, laboratory processes or technical reporting where required.

That is a very different proposition from a licensed asbestos removal contractor.

Why Removal Contractors Are Different

Removal contractors have operational responsibilities that extend well beyond conventional CRM.

HSE distinguishes between non-licensed, notifiable non-licensed and licensed asbestos work. Higher-risk asbestos work must be undertaken by an appropriately licensed contractor, and licensed work carries additional requirements around notification, planning and safe working practices.

This is why I wouldn’t recommend trying to make HighLevel become your asbestos operational or compliance system.

Instead:

HighLevel manages the customer.

Marketing → Lead → Survey → Quote → Follow-up → Won

Specialist software manages the job.

Project → People → Site → Documentation → Compliance → Completion

Then HighLevel picks the customer journey back up.

Completion → Customer Communication → Review → Referral → Reactivation

A Real-World Example for an Asbestos Removal Contractor

Imagine someone searches Google for:

“asbestos garage roof removal”

They click your advert and arrive on a HighLevel landing page.

They complete an enquiry form and upload photographs or an existing asbestos survey.

HighLevel creates an opportunity in your sales pipeline immediately.

An automated SMS confirms that you’ve received their enquiry.

Someone reviews the enquiry and decides a site visit is required.

The customer books an appointment.

HighLevel sends confirmation and reminders.

Following the visit, you send a £4,500 quotation.

The customer doesn’t immediately respond.

Two days later, HighLevel follows up.

A few days after that another follow-up takes place.

If necessary, a task is automatically created telling a salesperson to telephone them.

The customer accepts.

At that point the project moves into the specialist asbestos service-delivery system.

The contractor now manages the specialist operational and compliance requirements using software designed for that purpose.

When the job is complete, the customer journey can return to HighLevel.

HighLevel can then send appropriate customer communication and request a Google review at the right time.

One customer journey. Two systems doing the jobs they’re best at.

A Real-World Example for an Asbestos Consultancy

Now imagine a facilities manager needs asbestos surveys carried out across several commercial properties.

They visit the consultancy’s website and complete an enquiry.

HighLevel creates the contact and opportunity and alerts the appropriate consultant.

The enquiry is qualified and a proposal is sent.

If the prospect doesn’t respond, HighLevel follows up automatically and prompts the consultant when personal contact is required.

Once accepted, survey appointments can be scheduled and reminders sent.

The specialist asbestos surveying software then handles the technical site data and reporting.

Once the work is complete, HighLevel continues managing the wider client relationship.

That could include:

• Future survey reminders
• Account management
• Additional service opportunities
• Newsletters and updates
• Review requests
• Referral opportunities

For a consultancy, HighLevel can therefore potentially sit much closer to the centre of the business.

Frequently Asked Questions About CRM & Software for Asbestos Companies

What is the best CRM for an asbestos consultancy?

There isn’t one CRM that will be best for every asbestos consultancy, but HighLevel is worth considering where the business needs CRM, enquiry management, sales pipelines, quotation follow-up, calendars, email, SMS, WhatsApp, marketing automation and customer relationship management in one platform.

A consultancy may still require specialist asbestos software for survey data capture, laboratory processes or technical report production.

Can an asbestos consultancy use HighLevel?

Yes. An asbestos consultancy could potentially use HighLevel as its main CRM, marketing and customer-management platform.

It can manage enquiries, quotations, appointments, pipelines, follow-up, email, SMS, WhatsApp, reviews and ongoing client communication.

Specialist asbestos surveying, analytical and reporting requirements may still require additional software.

Can asbestos surveyors use HighLevel?

Yes, particularly for the commercial and customer-management side of the business.

HighLevel could manage leads, survey bookings, reminders, pipelines, communications and follow-up, while specialist surveying software manages technical site information and report production.

Does an asbestos consultant need specialist software?

It depends on the services being provided.

A consultancy carrying out asbestos surveys, sampling, analysis or specialist reporting may require specialist systems for technical data capture and reporting even if HighLevel manages the wider CRM and business process.

What is the best CRM for an asbestos removal company?

HighLevel is worth considering if the priority is managing enquiries, sales pipelines, quotation follow-up, appointments, email, SMS, WhatsApp, reviews and marketing automation.

However, HighLevel isn’t specialist asbestos operational or compliance software.

A removal contractor may therefore benefit from HighLevel working alongside specialist asbestos software.

Can HighLevel replace asbestos management software?

For a removal contractor, generally no.

HighLevel is primarily a CRM, marketing and automation platform. It isn’t designed to replace specialist asbestos operational, site-management or compliance software.

For a consultancy, HighLevel may be able to manage a much larger proportion of the overall business, although specialist technical software may still be required.

Can HighLevel integrate with asbestos software?

Potentially, yes.

The possibilities depend on the specialist software and which integration methods it provides.

Some platforms provide APIs or third-party integration capabilities. Alpha Tracker, for example, publishes both API and Zapier capabilities, while Footprint WFM is designed to integrate with external business systems.

The integration should be scoped rather than assuming an off-the-shelf HighLevel integration already exists.

What is the difference between HighLevel and Alpha Tracker?

Alpha Tracker is specialist asbestos-management software that already includes sales, scheduling, site data capture, reporting, invoicing and other functionality.

HighLevel is primarily a CRM, marketing, communications and automation platform.

An asbestos consultancy might therefore use Alpha Tracker alone, HighLevel with specialist tools, or potentially connect HighLevel and Alpha Tracker depending on its requirements.

Is HighLevel an alternative to Alpha Tracker?

Sometimes, but not necessarily.

If your main requirements are CRM, marketing, sales follow-up, calendars and customer communication, HighLevel could potentially replace some of the commercial functionality you are considering Alpha Tracker for.

If you also require specialist asbestos survey data capture, laboratory processes and technical reporting, HighLevel isn’t a like-for-like replacement.

The two systems could potentially complement each other.

Is HighLevel an alternative to Phoenix Asbestos Software?

Not as specialist asbestos removal software.

If Phoenix successfully manages your asbestos projects and site processes, you could retain it while using HighLevel to manage marketing, enquiries, sales, quotations and customer communication.

What is the difference between HighLevel and Assure360?

They solve different problems.

Assure360 focuses on specialist asbestos and health-and-safety management.

HighLevel focuses on CRM, marketing, sales and customer communication.

For an asbestos removal contractor, using the two types of system together can potentially make more sense than trying to make either one perform both roles.

Can HighLevel work with Footprint WFM?

Potentially.

Footprint already supports the principle of connecting an external CRM to its field-service system.

That makes a HighLevel and Footprint architecture worth investigating, although the precise technical integration would need to be scoped and tested.

What is the best alternative to Alpha Tracker, Phoenix, Assure360 or Footprint?

It depends entirely on why you’re looking for an alternative.

If you’re unhappy with asbestos surveying, reporting, compliance or field-service functionality, compare specialist asbestos platforms.

If you’re unhappy because leads aren’t followed up, quotations go cold, missed calls are lost or customers aren’t being nurtured, changing asbestos software may not solve your problem.

You may need a dedicated CRM and marketing platform instead.

Does an asbestos removal company need both CRM and asbestos management software?

Potentially, yes.

The CRM can manage the commercial journey from initial enquiry through qualification, site visit, quotation and sale.

The specialist asbestos platform can then manage the technical, operational and compliance requirements involved in delivering the work.

How can a CRM help an asbestos company win more work?

A CRM helps make sure every enquiry and quotation is recorded and followed up.

An asbestos business could automatically respond to website enquiries and missed calls, send survey appointment reminders, track quotations in a pipeline and automatically follow up prospects who haven’t yet accepted.

The objective isn’t always to generate more leads.

Often it is to convert more of the enquiries the company already receives.

Can a CRM automatically follow up asbestos quotations?

Yes.

A quotation could enter an automated follow-up process involving email, SMS and salesperson tasks.

When the customer accepts, the automated sales follow-up can stop and the opportunity can progress into the service-delivery process.

Should an asbestos business use one software platform for everything?

Not necessarily.

An asbestos consultancy may be able to operate with HighLevel as its primary commercial CRM and supplement it with specialist technical tools.

An asbestos removal contractor is more likely to benefit from a clear separation between CRM and customer acquisition on one side and specialist operational and compliance software on the other.

The important part is ensuring the overall customer journey remains connected.

HighLevel for Asbestos Consultants and Removal Contractors

I’ve worked with CRM and marketing automation systems since 2009 and today specialise in helping businesses implement HighLevel around their actual sales and operational processes.

My approach isn’t to start with the software.

We first map how your business actually works.

If you’re an asbestos consultant, we can look at how much of your business could potentially be managed within HighLevel and identify where specialist surveying or reporting software is still required.

If you’re an asbestos removal contractor already using Phoenix, Assure360, Alpha Tracker, Footprint or another specialist platform that performs an important job well, I’m not going to suggest replacing it simply to sell you HighLevel.

Instead, we can look at the complete journey from first enquiry through sales, asbestos service delivery and the ongoing customer relationship.

Then decide:

• What should HighLevel manage?
• What should your specialist asbestos software manage?
• Where should the systems connect?
• Where are enquiries, quotations or customers currently falling through the gaps?

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.

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