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Use the built-in Kajabi migrator tool to import your existing Kajabi courses into HighLevel /Marketer-M8.

Step 1. First navigate to the HighLevel Kajabi course importer page

Step 2. Use the special email address provided by HighLevel/ Marketer-M8 to create a learner profile within the Kajabi platform.

Step 3. Grant the learner access to the courses you plan to import

Step 4. Within HighLevel/ Marketer-M8, enter your learner credentials and Kajabi domain, then click “Import.”

And your Kajabi courses will be imported into your HighLevel/ Marketer-M8 account.

 

Got any questions on getting started with HighLevel/ Marketer-M8 and then migrating Kajabi-based courses into HighLevel?  Schedule a free Discovery call to learn more.

Ready to get started with HighLevel. Marketer-M8 is powered by HighLevel, sign up here.

I have been using the Extendly White Label HighLevel Onboarding Service to assist my clients in getting started with HighLevel.

So to be able to offer white labeled HighLevel onboarding to your new subaccounts your agency first needs to subscribe to the Extendly Support Services –  Get more information here. Once you are subscribed to their white label support service then you have access to the While Label Onboarding service. Each onboarding costs the agency $99 and you can either cover the cost of this by passing the cost (plus your mark up) on to your clients – or you may factor it into your monthly account subscription.

I opted for the Ultimate Plan from Extendly at $5990 and in the fist year they give you 25 free client onboardings. So what I have been doing is charging clients $300 for the onboarding and that will bring in $7500 – and so this covers the cost of my entire support operation for the first year. And in subsequent years I will have built up a big enough client list, so the $5990 annual Extendly fee becomes insignificant and a cost of doing business – as does the HighLevel agency fee (which I also pay on an annual basis).

In all my dealings with the Extendly team I have been very impressed with their professionalism and efficiency.

So this is what happens from a client point of view when they are being onboarded by the Extendly onboarding team.

1. They sign up for your HighLevel sub account subscription package. You can upsell the onboarding package or include it in the subscription
2. They get an email from your agency with a link to book the onboarding with the team at “MyCRM” and they will fill out a questionnaire. At the end of this they are directed to book two calls – a Tech call and a Training call.
3. . The Tech call consists of a 1-Hour call to set up their domains, integrations, calendars, phone numbers, establish connections with their social media accounts, and any other technical needs. Afterward, you receive a copy of the recording and a report on how the call went and any action points for you to take.
4. The training call consists of a further 1-Hour call to ensure your client knows exactly how to use your white labeled HighLevel’s cool features on a daily basis. Afterward, you will receive a copy of the recording and a report on how the call went and any action points for you to take.

This dovetails perfectly with the clients I am working with. I am working with a wide range of clients and this is Phase 1 of my onboarding process. Phase 2 is where I work 1-2-1 with them to build their bespoke marketing and sales system.

The Extendly white-label onboarding service may not be ideal for you if you are working in a very defined niche and you want to import a comprehensive snapshot . The onboarding team at Extendly are not going to study and understand your snapshot in great detail. They can assist clients with specific questions – but they are not going to become experts in understanding your niche-specific snapshot.

I hope this review has given you a better understanding of the Extendly While Labdel Onboarding Service. Click here for more information on the Extendly White Label onboarding Service

or if you would like to reach out to me for a quick chat regarding my journey with Extendly then feel free to book a call here.

 

If you’re trying to learn GoHighLevel, the sheer size of the platform can make it difficult to know where to start.

The good news is that you don’t need to learn all of HighLevel.

In my experience, there are three practical ways to learn GoHighLevel:

1. Teach yourself using HighLevel’s help resources, videos, AI and experimentation.
2. Use structured HighLevel training to learn the important parts of the platform in a logical way.
3. Learn while implementing HighLevel in your own business, so you’re building something useful at the same time.

For most business owners and marketing teams, I favour a combination of structured learning and hands-on implementation.

Learn something. Use it. Understand why it works. Then move on to the next thing you actually need.

I’ve worked with CRM and marketing automation since 2009 and have personally onboarded more than 100 new HighLevel users through my own HighLevel agency, MarketerM8.

One of the most common mistakes I see is people approaching HighLevel as a piece of software they need to master.

You don’t.

You need to become good at the parts of HighLevel that matter to your business.

GoHighLevel or HighLevel?

If you’ve searched for how to learn GoHighLevel, how to use HighLevel or GoHighLevel tutorials, these are all referring to the same platform.

GoHighLevel is now generally branded as HighLevel, although GoHighLevel and the abbreviation GHL are still widely used.

I’ll generally call it HighLevel throughout this guide.

Is HighLevel Difficult to Learn?

I don’t think the individual features in HighLevel are particularly difficult to learn.

The challenge is the sheer size of the platform.

A new HighLevel user can be presented with:

• Contacts
• Conversations
• Opportunities
• Calendars
• Workflows
• Email marketing
• Forms and surveys
• Websites and funnels
• Social media
• Reputation management
• Courses and communities
• Payments and ecommerce
• AI tools

It’s easy to assume you need to understand all of them.

In reality, most businesses should start with a much smaller set of tools.

Start With the Business Problem, Not the HighLevel Feature

This is probably the most important principle I use when helping somebody learn HighLevel.

Don’t start by asking, “What does this feature do?”

Start by asking:

“What am I trying to improve in my business?”

Perhaps your business:

• isn’t following up new enquiries quickly enough;
• has leads disappearing because nobody remembers to chase them;
• spends too much time arranging appointments;
• needs to generate more Google reviews;
• wants to reactivate old customers;
• needs better visibility of its sales pipeline;
• wants to automate repetitive marketing and administration;
• or needs someone answering enquiries outside normal office hours.

Each of those problems leads you towards a different part of HighLevel.

That’s much easier than trying to learn the entire platform and hoping you’ll eventually work out how to apply it.

A Simple Way to Understand How HighLevel Fits Together

When I’m helping somebody new to HighLevel, I find it useful to think about a simple customer journey:

Once you understand that journey, many of the different HighLevel features start to make sense.

Contacts store information about the person.

Conversations bring communications together.

Opportunities and pipelines show where that prospect is in your sales process.

Calendars allow them to book appointments.

Workflows automate what happens before, during and after those stages.

Email, SMS and WhatsApp give you ways of communicating with them.

HighLevel then adds many more tools around that core journey.

Once you understand this basic structure, learning the individual features becomes considerably easier.

Three Ways to Learn GoHighLevel

Let’s look more closely at the three approaches.

There isn’t one correct way to learn HighLevel. Which is best depends on how you learn, how quickly you need to make progress and what you’re trying to achieve.

1. Teach Yourself HighLevel

You can absolutely learn HighLevel yourself.

There is a huge amount of information available through HighLevel’s own documentation, YouTube videos, online communities, AI tools and independent tutorials.

This approach works particularly well if you’re comfortable experimenting with software and have the time to investigate things yourself.

HighLevel is also becoming increasingly helpful from inside the platform itself, with AI tools making it easier to ask questions and understand features.

But there is a potential trap.

Knowing how to build something doesn’t necessarily mean it’s the right thing to build.

You can spend hours learning how to create a complicated workflow when the business might be better served by a much simpler process.

2. Join Structured GoHighLevel Training

If you prefer somebody showing you how things work and being able to ask questions, structured training can dramatically shorten the learning curve.

At MarketerM8, we run a rolling programme of 13 free live HighLevel training workshops.

The programme covers:

• HighLevel Foundations for Beginners
• Email Marketing
• Calendars & Appointments
• Sales Pipelines & Opportunities
• Automation & Workflows
• Database Management
• Forms, Surveys & Quizzes
• Websites & Funnels
• Social Media & Reputation Management
• Courses, Communities & Events
• Ecommerce & Ad Manager
• Advanced Marketing
• HighLevel AI Employee

You don’t need to attend all 13 or start at Workshop 1.

You can simply join the subjects that are useful to you.

Explore our Free GoHighLevel Training UK programme →

3. Learn HighLevel While Building Your Own System

For many businesses, I think this is the fastest way to learn.

Rather than separating training and implementation, you work on your actual HighLevel account while learning.

Instead of watching a generic lesson about sales pipelines, we might build your sales pipeline.

Rather than learning workflow theory, we build a workflow around your enquiry process.

Rather than demonstrating calendars using a fictional business, we configure your appointment booking process.

You make progress on the business while learning how HighLevel works.

This is why I describe my approach as Done-With-You HighLevel implementation.

The objective isn’t for me to disappear into your account, build everything and leave you wondering how it works.

Where possible, I want somebody inside the business to understand the system and become your internal CRM Champion.

You’re Not Just Learning Software

This is an important distinction when choosing how and where to learn HighLevel.

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

Since 2009, I’ve helped hundreds of businesses automate and systemise their marketing, and through MarketerM8 I’ve personally onboarded more than 100 new HighLevel users.

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

Why does that matter when you’re learning HighLevel?

Because knowing how to create an email campaign isn’t the same as knowing what makes an effective email.

Knowing how to build a pipeline isn’t the same as understanding a sales process.

Knowing how to create a workflow isn’t the same as understanding what should happen to a prospect after they enquire.

And knowing how to switch on an AI feature isn’t the same as knowing whether AI is the right solution in the first place.

What I’ve Learned From Helping People Use HighLevel

Having personally onboarded more than 100 HighLevel users, there are a few principles I think make learning the platform much easier.

Don’t Try to Learn Everything

HighLevel changes too quickly and contains too many features for that to be a sensible objective.

Learn what you need now. Add more as your requirements develop.

Build Something Real

You will learn far more by building one useful workflow for your business than by watching ten workflow videos without implementing anything.

Understand Why Before How

Before asking how to automate something, understand why you’re doing it and what successful automation should achieve.

Keep Your First Automations Simple

A complicated workflow isn’t necessarily a clever workflow.

Simple, understandable systems are often easier to maintain and improve.

Don’t Be Afraid to Experiment

One of the advantages of modern HighLevel is that users are increasingly able to build and configure things themselves.

We’ve seen clients use HighLevel’s AI tools to build websites, create Custom Objects and even help build integrations.

Learning by doing is becoming increasingly powerful.

How Long Does It Take to Learn GoHighLevel?

There isn’t a meaningful single answer because it depends on what you mean by “learn HighLevel”.

You can understand the basic structure of the platform surprisingly quickly.

You can learn to use an individual feature such as calendars or email campaigns relatively quickly too.

Becoming confident designing sophisticated workflows, CRM structures, integrations and marketing automation takes considerably longer.

But I wouldn’t make “mastering HighLevel” the goal.

The better goal is becoming capable of using HighLevel to solve the problems your business actually has.

Where Should a HighLevel Beginner Start?

If you’re completely new to HighLevel, I’d suggest starting with the foundations rather than jumping immediately into workflows or AI.

Understand:

• how contacts work;
• how conversations are organised;
• what opportunities and pipelines are;
• how calendars connect to contacts;
• and how workflows connect all these different pieces together.

Once those concepts make sense, the rest of HighLevel becomes much easier to understand.

Our HighLevel Foundations for Beginners workshop is specifically designed to help with this.

Frequently Asked Questions About Learning GoHighLevel

Can I Learn GoHighLevel Myself?

Yes. Many people successfully teach themselves HighLevel using documentation, videos, AI and experimentation.

Structured training can help you learn faster and avoid spending time on features that aren’t relevant to your business.

Is GoHighLevel Difficult to Learn?

The individual tools aren’t necessarily difficult.

The challenge for beginners is that HighLevel contains so many different tools. Concentrating on the features relevant to your immediate objectives makes the platform much easier to learn.

What’s the Best Way to Learn HighLevel?

For most people, I recommend combining structured learning with hands-on implementation.

Learn a concept and then immediately apply it to something real inside your own HighLevel account.

Do I Need Technical Skills to Learn HighLevel?

No.

Many everyday HighLevel functions don’t require coding or advanced technical knowledge. More sophisticated integrations and customisation may require additional technical expertise.

Is There Free GoHighLevel Training?

Yes.

MarketerM8 runs a rolling programme of 13 free live HighLevel training workshops covering the major areas of the platform.

Can Someone Teach Me HighLevel Using My Own Business?

Yes.

We offer both remote HighLevel training and implementation and on-site HighLevel training.

Rather than using generic examples, we can work on your actual account and business processes while transferring the knowledge to you and your team.

Ready to Start Learning HighLevel?

If you’re new to HighLevel, I’d start with our free training programme.

There are 13 workshops covering the major areas of HighLevel, and you can join the programme at any point.

Explore the Free GoHighLevel Training Programme →

If you already know that you need more personalised help, we can instead work together on your own HighLevel account and business processes.

Book a Free 20-Minute Discovery Call with Julian →

I have been working with a number of trade/ service based business which involves service engineers visiting customers properties and installing and maintaining equipment in the home.

They were already using ServiceM8 to manage jobs. And ServiceM8 is a great tool for small trade/service type businesses to manage the service delivery.

But they were frustrated because they could not run effective marketing campaigns from Servicem8.

And this is what HighLevel does, it is great at doing the marketing.

So by integrating ServiceM8 and HighLevel together you can create a business automation system – it does the marketing and it does the service delivery.

How do you integrate ServiceM8 and HighLevel in practice? In order to do this you need an intermidiary piece of software –  a popular “connector” is called Zapier.

So by using Triggers and Actions in Zapier we can effectively “connect” and so integrate ServiceM8 and HighLevel.

Here are a few of examples:

• A new contact is created in ServiceM8 (the Trigger)  and in HighLevel (the Action) is to create a new contact and drop them into monthly customer email follow up campaign.
• An engineer submits a job completion form in ServiceM8 (the trigger) and in HighLevel (the Action) an opportunity is created to altert the sales team that there is an opportunity to upsell as service to the client.
• The sales team win a sale in HighLevel (the trigger) and in ServiceM8 (the Action) is to create a new job.

If you have any further questions or require assistance integrating ServiceM8 and HighLevel, feel free to schedule a discovery call to learn more

Are you contemplating transitioning from Pipedrive to HighLevel (also recognized as GoHighLevel) for your email campaigns, CRM, and marketing automation? In this comprehensive guide, we’ll guide you through the process of seamlessly shifting from Pipedrive to GoHighLevel.

First and foremost, why the change? Pipedrive is an excellent tool for the sales team to manage the sales process – it’s a Sales CRM system. It is not a marketing automation system. HighLevel offers both the ability to manage the sales team using the sale pipleine and opportunirtes (or Deals as Pipedrive calls them)  and much more with regards to marketing automation, particularly in the offline realm. One point to note. Pipedrive has very comprehensive reporting capabilities related to the sales team. HighLevel does not have such detailed reporting. So if you manage a large sales team and sales team metrics are important this must be considered. And even if lack of Pipedrive reporting is a “deal breaker” then it is possible to integrate Pipedrive and HighLevel together so you get the best from both systems.

Here are the steps to effortlessly transition from Pipedrive to HighLevel.

Step 1: Acquaint Yourself with HighLevel. Take the time to familiarize yourself with the HighLevel platform. Explore its features, grasp its terminology, and recognize essential functionalities for your business. Understanding the pros and cons of each software is crucial before switching from Pipedrive to HighLevel.

Step 2: Identify Your HighLevel Champion. It’s advisable to appoint someone in your business as the “HighLevel Champion,” even if you plan to outsource implementation. This ensures that your CRM/Marketing Automation system doesn’t become a mysterious black box. The absence of a champion can result in a disorderly system that no one comprehends.

Step 3: Evaluate Your Current Pipedrive Configuration. Before delving into the transition, assess your existing Pipedrive setup. Identify crucial email campaigns, automations, templates, and integrations. This evaluation helps prioritize elements that need reconstruction in HighLevel.

Step 4: Outline Your Customer Journeys. Using insights from the Pipedrive evaluation, map out your customer journeys. Develop a Marketing Automation Plan that acts as an “architect’s blueprint” guiding the implementation of HighLevel. This living document evolves with your business. Here is how I formulate Marketing Automation Plans for my clients. Discover more.

Step 5: Implementation in HighLevel. With knowledge of GoHighLevel and your Marketing Automation Plan, begin constructing your new email campaigns and automated processes. Various resources on YouTube and HighLevel support are available for assistance.

Step 6: Export Your Leads and Contacts from Pipedrive. When ready, export your data from Pipedrive. Use this opportunity to eliminate outdated information and commence anew with the new system.

Step 7: Import Your Data to HighLevel. After mapping customer journeys, import your data into HighLevel. Pay attention to data mapping for precise field alignment.

Step 8: Test and Iterate. Before committing, conduct thorough testing. Execute trial campaigns, inspect automations, and verify data accuracy. Iterate until confident that everything operates seamlessly.

Step 9: Train Your Team. Provide comprehensive training on HighLevel, especially for sales teams. Roll out training in stages, starting with those most tech-savvy. Employ new staff that show a willingness to work with technology.

Step 10: Observe and Enhance. Post-transition, closely observe campaigns and customer interactions. Identify areas for enhancement and leverage advanced features for improved marketing and sales processes.

Conclusion: Moving from Pipedrive to HighLevel may seem challenging, but with careful planning, it can result in a more advanced and efficient marketing automation system. Follow these steps to maximize the potential of HighLevel for your business.

If you’d like to discuss your specific requirements, feel free to schedule a Discovery Call.

Are you considering transitioning from MailChimp to HighLevel (also recognised as GoHighLevel) for your email campaigns, CRM, and marketing automation? In this extensive guide, we’ll guide you through the process of seamlessly moving from MailChimp to GoHighLevel.

First and primarily, why the switch? MailChimp is a fantastic tool for sending out email broadcasts, especially when you are starting out and have a small list. As your list grows then the MailChimp costs start to ramp up. HighLevel offers much more marketing automation functionality, particularly in the offline realm. With GoHighLevel, you can administer offline sales pipelines and opportunities, making it especially well-suited for B2B operations rather than B2C. In addition HighLevel comes with unlimited contacts, so costs do not rise as you collect more email addresses. Interested in buying HighLevel for just £97/mo? check out the HighLevel agency, Marketer-M8.

Here are the steps to effortlessly transition from MailChimp to HighLevel.

Step 1: Familiarise Yourself with HighLevel. Take the time to acquaint yourself with the HighLevel platform. Explore its features, comprehend its terminology, and recognise essential functionalities for your business. Understanding the pros and cons of each software is vital before switching from MailChimp to HighLevel.

Step 2: Find Your HighLevel Champion. It’s recommended to designate someone in your business as the “HighLevel Champion” even if you plan to outsource implementation. This ensures that your CRM/Marketing Automation system doesn’t become an enigmatic black box. The absence of a champion can result in a disorderly system that no one comprehends.

Step 3: Assess Your Current Configuration. Before delving into the transition, evaluate your existing MailChimp setup. Identify crucial email campaigns, automations, templates, and integrations. This assessment helps prioritise elements that need reconstruction in HighLevel.

Step 4: Outline Your Customer Journeys. Using insights from the MailChimp evaluation, map out your customer journeys. Develop a Marketing Automation Plan that acts as an “architect’s blueprint” guiding the implementation of HighLevel. This living document evolves with your business. Here is how I formulate Marketing Automation Plans for my clients. Learn more.

Step 5: Implementation in HighLevel. With knowledge of GoHighLevel and your Marketing Automation Plan, commence constructing your new email campaigns and automated processes. Various resources on YouTube and HighLevel support are accessible for assistance.

Step 6: Export Your Leads and Contacts from MailChimp. When ready, export your data from MailChimp. Seize this opportunity to eliminate outdated information and commence anew with the new system.

Step 7: Import Your Data to HighLevel. After mapping customer journeys, import your data into HighLevel. Pay attention to data mapping for precise field alignment.

Step 8: Test and Iterate. Before committing, conduct thorough testing. Execute trial campaigns, inspect automations, and verify data accuracy. Iterate until confident that everything operates seamlessly.

Step 9: Educate Your Team. Offer comprehensive training on HighLevel, particularly for sales teams. Roll out training in stages, starting with those most tech-savvy. Employ new staff that exhibit a willingness to work with technology.

Step 10: Observe and Optimise. Post-transition, closely observe campaigns and customer interactions. Identify areas for optimisation and leverage advanced features for enhanced marketing and sales processes.

Conclusion: Transitioning from MailChimp to HighLevel may appear daunting, but with meticulous planning, it can result in a more advanced and efficient marketing automation system. Follow these steps to maximise the potential of HighLevel for your business.

If you’d like to discuss your specific requirements, feel free to schedule a Discovery Call.