🎓 HighLevel Live Training Workshop #2 : Simple Email Marketing GoHighLevel Workshop : 17 November 2026

Email marketing remains one of the simplest and most effective ways to communicate with prospects and customers.

And if you’re using HighLevel, you already have a powerful email marketing system sitting inside your CRM.

You can use HighLevel to send:

  • one-off marketing emails;
  • email newsletters;
  • automated follow-up emails;
  • appointment confirmations and reminders;
  • lead nurture sequences;
  • customer communications;
  • reactivation campaigns;
  • and much more.

But there’s an important point.

Knowing how to send an email in HighLevel isn’t the same as knowing how to do email marketing.

That’s what we explore in our Simple Email Marketing workshop.

It’s part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops.

We’ll look at how the email tools work inside HighLevel, but we’ll also look at the marketing thinking behind them.

Because ultimately, it doesn’t matter how sophisticated your HighLevel setup is if nobody opens, reads or acts on your emails.


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Want to Get More From HighLevel Email Marketing?

Join our free live Simple Email Marketing workshop and learn how to use HighLevel to communicate with prospects and customers more effectively.

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What Is HighLevel Email Marketing?

HighLevel includes email marketing as part of its wider CRM and marketing automation platform.

Instead of keeping your contacts in one system, sending newsletters through another and building your automated follow-up somewhere else, HighLevel allows these activities to work together.

That’s important.

Because email becomes considerably more useful when it isn’t isolated from everything else you know about a contact.

For example, HighLevel might know that someone:

  • submitted a particular form;
  • booked an appointment;
  • is at a particular stage in your sales pipeline;
  • purchased something;
  • hasn’t responded to previous communication;
  • or is an existing customer.

That information can influence what email you send, when you send it and whether you send it at all.

Start With the Purpose of the Email

Before opening HighLevel’s email builder, ask a simple question:

“What do I want this email to achieve?”

Are you trying to:

  • generate an enquiry?
  • get somebody to book an appointment?
  • educate a prospect?
  • bring somebody back to your website?
  • sell a product?
  • reactivate an old customer?
  • confirm something has happened?
  • remind somebody about an appointment?
  • or simply stay front of mind?

The answer influences the email you should write.

This is why I always come back to the same principle:

Marketing first. HighLevel second.

HighLevel is the tool that helps us deliver the communication.

It isn’t a substitute for understanding why we’re communicating in the first place.

Different Types of Email You Can Send With HighLevel

When people talk about HighLevel email marketing, they can actually mean several different things.

One-Off Marketing Emails

Sometimes you simply want to send an email to a group of contacts.

Perhaps you’re announcing something, promoting an event, sharing useful content or making an offer.

HighLevel allows you to create and send email campaigns to selected contacts.

Email Newsletters

You can use HighLevel to send regular newsletters to your database.

But don’t feel that a newsletter has to look like a glossy magazine.

Sometimes a simple, personal-looking email can be considerably more effective.

The format should reflect your audience, your message and what you’re trying to achieve.

Automated Email Follow-Up

This is where HighLevel becomes particularly useful.

An email doesn’t necessarily have to be manually scheduled as part of a campaign.

It can be sent automatically because something has happened.

For example:

Website enquiry → Immediate email acknowledgement → Salesperson notified → Further follow-up if required

That automation can help ensure leads don’t simply disappear because somebody was busy when the enquiry arrived.

Lead Nurture Emails

Not everyone who enquires is ready to buy today.

That’s normal.

Email allows you to continue helping, educating and communicating with those prospects over time.

Rather than asking:

“How many follow-up emails should we send?”

I’d ask:

“What useful reasons can we find to continue the conversation?”

Customer Emails

Email marketing isn’t just about generating new customers.

Your existing and past customers can be some of the most valuable people in your database.

HighLevel can be used for onboarding, customer education, cross-selling, requesting reviews, reactivation and keeping your business front of mind.

HighLevel Campaigns vs HighLevel Workflows

This is an important distinction for beginners.

If you’re sending a planned email to a selected group of contacts, you may use HighLevel’s email campaign tools.

If the email should be sent automatically because of an event or behaviour, a workflow may be more appropriate.

For example:

“Send our August newsletter to our subscriber list.”

That’s a campaign-style use case.

Whereas:

“When somebody completes this form, immediately send this email.”

That’s an automation use case.

Understanding the difference helps you choose the right HighLevel tool for the job.

Your HighLevel Database Matters

Good email marketing starts with good data.

If your HighLevel database is badly organised, your email marketing becomes harder.

You need to understand who you’re communicating with.

HighLevel gives you ways to organise and segment contacts so that you don’t necessarily have to send the same message to everybody.

For example, you might want to distinguish between:

  • prospects;
  • customers;
  • past customers;
  • people interested in a particular service;
  • people who attended an event;
  • people who haven’t purchased for a certain period;
  • or people at a particular stage in your sales process.

The better you understand your audience, the more relevant your emails can become.

Don’t Send Every Email to Everyone

One of the attractions of email is that sending another email costs very little.

That doesn’t mean you should send everything to everybody.

Relevance matters.

If someone continually receives emails that have nothing to do with them, they’ll stop paying attention.

They may unsubscribe.

Worse, they may mark your messages as spam.

So one of the skills we need to develop isn’t simply how to send emails with HighLevel.

It’s knowing who should receive them.

Email Deliverability Matters Too

You can write the greatest marketing email in the world.

It achieves nothing if it never reaches the inbox.

Email deliverability therefore matters.

Your sending domain, authentication, sending behaviour, database quality and recipient engagement can all influence your ability to reach people’s inboxes.

HighLevel gives you the technology to send email, but businesses still need to follow sensible email marketing practices.

That includes avoiding poor-quality purchased data, removing or suppressing invalid addresses where appropriate and paying attention to how recipients respond to your emails.

Simple Emails Can Often Beat Fancy Emails

HighLevel gives you the ability to create attractive HTML email designs.

That doesn’t mean every marketing email needs one.

Think about the emails you personally receive from somebody you know.

They’re usually simple.

Often they’re just text.

Depending on what you’re trying to achieve, a straightforward email that looks and feels like it came from a real person can be extremely effective.

Again, the question isn’t:

“What can HighLevel’s email builder do?”

It’s:

“What type of email is most likely to achieve our objective?”

Email Marketing Training Backed by Real Marketing Experience

This is an area where my background becomes particularly relevant.

I’ve worked hands-on in direct marketing since 1996.

That was long before HighLevel existed.

I’ve also worked with CRM and marketing automation since 2009 and have helped hundreds of businesses improve, automate and systemise their marketing.

I’m a Certified Entrepreneurs Circle Marketing Coach and have helped Entrepreneurs Circle GenieAI subscribers apply AI and marketing automation within their businesses.

And through my own HighLevel agency, MarketerM8, I’ve personally onboarded more than 100 HighLevel users.

So when we look at email marketing, I’m not simply showing you where the Send button is.

We’re combining:

  • marketing;
  • CRM and marketing automation;
  • and HighLevel.

That’s an important difference.

What Will You Learn in the Simple Email Marketing Workshop?

The workshop is designed to help you understand how email marketing works inside HighLevel and how you can start using it practically within your business.

We’ll explore areas such as:

  • the role of email marketing inside HighLevel;
  • creating and sending emails;
  • one-off emails and campaigns;
  • using email within workflows;
  • email templates;
  • personalising emails;
  • choosing who should receive an email;
  • simple email marketing strategy;
  • common mistakes to avoid;
  • and how email fits alongside the rest of your HighLevel CRM.

The objective isn’t to make email marketing complicated.

Quite the opposite.

It’s about understanding the basics and starting to use them effectively.


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Learn HighLevel Email Marketing Live

Join Julian Mills for this free live HighLevel email marketing workshop and learn how to combine HighLevel’s email tools with practical marketing thinking.


Register for the next Free HighLevel Simple Email Marketing Training Workshop

Simple Email Marketing Is Part of Our Free HighLevel Training Programme

This workshop is part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops.

The programme is designed to help you gradually understand the major areas of HighLevel rather than trying to learn the entire platform at once.

If you’re completely new to HighLevel, I’d recommend starting with our Foundations for Beginners training before moving into the more specialised workshops.

You can then explore topics including calendars, sales pipelines, workflows, databases, forms, websites, social media, reputation management, ecommerce, advertising and AI.

Do I Need to Be a MarketerM8 Customer?

No.

You don’t have to be a MarketerM8 subscriber to attend the free live HighLevel workshops.

They’re useful whether you’re already using HighLevel, considering the platform or simply want to understand more about what it can do.

What If I Need Help With My Own HighLevel Email Marketing?

A live workshop is ideal for learning the principles and seeing how HighLevel works.

But sometimes you need somebody to work directly with your business.

Perhaps you want to:

  • build an email nurture campaign;
  • clean up an existing setup;
  • improve your email follow-up;
  • segment your database;
  • create automated customer communications;
  • or train your team.

That’s where I can provide remote HighLevel training and Done-With-You implementation.

For larger projects and teams, on-site HighLevel training and implementation is also available throughout the UK and internationally.

If you’re experiencing a technical issue rather than needing training or consulting, take a look at my guide to HighLevel support in the UK.

Frequently Asked Questions About HighLevel Email Marketing

Does GoHighLevel Have Email Marketing?

Yes.

HighLevel includes email marketing tools within its wider CRM and marketing automation platform.

You can create emails, send campaigns and use email as part of automated workflows.

The advantage is that your email marketing can work alongside your contacts, pipelines, calendars, forms and other HighLevel features rather than operating as a completely separate system.

Can I Send Email Campaigns From HighLevel?

Yes.

HighLevel can be used to send marketing email campaigns to selected contacts.

The important part isn’t simply being able to send an email. Think carefully about which contacts should receive it and what you want them to do after reading it.

Can HighLevel Send Automated Emails?

Yes.

Email can be incorporated into HighLevel workflows so that messages are sent automatically when particular events occur.

For example, someone submitting an enquiry form could immediately receive an acknowledgement email while HighLevel simultaneously notifies your sales team.

Can HighLevel Replace Mailchimp?

For some businesses, potentially yes.

HighLevel provides email marketing functionality alongside CRM, automation, forms, calendars, pipelines and other tools.

However, don’t migrate simply because two systems have overlapping features.

Look at how you’re currently using Mailchimp, what you need to retain and whether moving your email marketing into HighLevel would genuinely simplify or improve your setup.

Can HighLevel Send Email Newsletters?

Yes.

You can use HighLevel to send newsletters and other regular email communications to appropriate contacts in your database.

Your newsletter doesn’t necessarily need to be heavily designed. Sometimes a simpler email can feel more personal and generate a better response.

Can I Personalise Emails in HighLevel?

Yes.

HighLevel can use information associated with contacts to personalise communications.

But personalisation should go beyond simply inserting somebody’s first name.

The most valuable form of personalisation is often relevance. Sending the right message because of who the person is, what they’re interested in or where they are in the customer journey.

Can I Use HighLevel for Lead Nurture Emails?

Yes.

HighLevel workflows can be used to nurture prospects over time.

But don’t think of nurturing simply as sending a predetermined number of emails.

Think about the questions, objections and information a prospect might need before they’re ready to take the next step.

Can HighLevel Send Appointment Reminder Emails?

Yes.

Email can be used alongside HighLevel’s calendar and automation features to send confirmations, reminders and other appointment-related communications.

You can also combine email with other channels where appropriate.

Should I Use HighLevel Campaigns or Workflows for Email?

It depends on what you’re trying to achieve.

If you’re sending a planned message to a selected audience, an email campaign may be appropriate.

If an email needs to be sent automatically because something happens, a workflow is often the better option.

Many businesses will use both.

How Often Should I Email My HighLevel Database?

There isn’t a universal number.

Frequency depends on your audience, what they signed up for, what you’re sending and how useful or relevant your communications are.

I’d concentrate less on finding a magic number and more on having a worthwhile reason to communicate.

Can HighLevel Help With Email Segmentation?

Yes.

Because your email marketing sits alongside your CRM data, you can organise contacts and create audiences based on information you hold about them.

This can help you send more relevant emails instead of treating everyone in your database identically.

Does HighLevel Email Deliverability Matter?

Absolutely.

Sending an email doesn’t guarantee that it reaches the recipient’s inbox.

Domain authentication, data quality, sending practices, engagement and reputation can all affect deliverability.

If email is an important part of your marketing, deliverability should be treated as part of your email strategy rather than an afterthought.

Do HighLevel Marketing Emails Need to Be Heavily Designed?

No.

HighLevel gives you tools for creating designed emails, but that doesn’t mean every email needs to look like a newsletter.

Sometimes a simple email that appears to have come naturally from a person can be more appropriate.

Choose the format based on the audience and objective.

Do I Need Coding Skills to Create HighLevel Emails?

No.

You don’t need to be a developer to create and send normal marketing emails in HighLevel.

More advanced customisation may occasionally benefit from HTML or technical knowledge, but it isn’t required for getting started.

Is the HighLevel Email Marketing Workshop Free?

Yes.

The Simple Email Marketing workshop is part of MarketerM8’s programme of free live HighLevel training workshops.

There’s no charge to attend the live workshop.

Do I Need to Be a MarketerM8 Customer to Attend?

No.

You can attend the free HighLevel training workshops without being a MarketerM8 subscriber.

Can I Ask Questions During the HighLevel Email Marketing Workshop?

Yes.

That’s one of the benefits of live HighLevel training.

Rather than simply watching another prerecorded tutorial, you can see the platform being used and ask questions about the subject being discussed.

What Should I Learn After HighLevel Email Marketing?

That depends on what you’re trying to achieve.

If you want emails to be triggered automatically, the HighLevel Workflows & Automation workshop is a natural next step.

If you want to improve how your contacts are organised and segmented, look at the HighLevel Database Management workshop.

If email is supporting your sales process, Sales Pipelines & Opportunities may be particularly useful.

You can see all the subjects in our free HighLevel training programme.

Ready to Learn HighLevel Email Marketing?

You don’t need to make email marketing complicated.

Start by understanding who you’re communicating with, what you’re trying to achieve and what you want the reader to do next.

Then use HighLevel to make that communication easier, more consistent and, where appropriate, automated.

That’s what our Simple Email Marketing workshop is designed to help you do.


Register for the free HighLevel Simple Email Marketing training workshop

Ready to Improve Your HighLevel Email Marketing?

Join our free live Simple Email Marketing workshop and learn how to use HighLevel email marketing to communicate more effectively with prospects and customers.


Register for the next Free HighLevel Simple Email Marketing Training Workshop

Julian Mills HighLevel Consultant and Marketing Automation Strategist

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

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

About Julian
Book a Discovery Call
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British Gas Is Cutting 1,300 Jobs as It Invests in AI. Is It Time Your Business Did the Same?

british gas replaces staff with ai

british gas replaces staff with ai27 July 2026

British Gas owner Centrica has just announced plans to reduce its workforce by around 1,300 roles as part of a wider technology-led transformation.

When a company the size of British Gas announces job reductions while increasing its investment in digital customer service and artificial intelligence, people understandably ask the same question:

Is AI replacing people?

The answer is more nuanced than some of the headlines suggest.

Centrica says that changing customer behaviour is a major part of the decision. More customers are choosing digital channels first, which has resulted in fewer people calling its customer service teams.

At the same time, the company is investing in artificial intelligence, automation and digital tools designed to handle more customer enquiries without relying entirely on traditional call centres.

Whether AI is the direct cause of the job reductions or simply part of a much wider transformation, one thing is becoming increasingly clear:

The way businesses communicate with customers is changing permanently.

The important question for small business owners is not whether they operate on the same scale as British Gas.

It is whether they can now benefit from similar AI technology.

The answer is yes.

What Does the British Gas Announcement Mean for Small Businesses?

For many years, sophisticated automated customer service systems were only available to large corporations.

Building an intelligent telephone system, connecting it to a CRM and automating the customer journey required specialist developers and substantial budgets.

That is no longer the case.

Platforms such as HighLevel have made AI-powered customer service available to businesses of almost any size.

Through MarketerM8, we can now provide small businesses with many of the same capabilities that major organisations are investing millions of pounds to develop.

An accountant, estate agent, renewable energy installer, dentist, solicitor, marketing agency or local trades business can now use AI to answer telephone calls, qualify enquiries, book appointments and trigger follow-up automation.

Meet Your New AI Employee

At MarketerM8, we build AI Employees using HighLevel.

Think of an AI Employee as a receptionist, customer service assistant and sales administrator working together inside one connected system.

Unlike a traditional voicemail service, an AI Employee can have a genuine two-way conversation with a caller.

It can:

  • Answer your telephone 24 hours a day.
  • Answer common customer questions.
  • Qualify new enquiries.
  • Collect names, email addresses and telephone numbers.
  • Book appointments directly into your calendar.
  • Create and update contact records automatically.
  • Create opportunities inside your sales pipeline.
  • Send confirmation emails and text messages.
  • Continue conversations by SMS or WhatsApp.
  • Transfer urgent calls to a member of your team.
  • Trigger follow-up workflows automatically.

This is far more than a simple telephone answering service.

It becomes part of the way your business handles enquiries, follows up prospects and manages customer relationships.

AI Is Not Necessarily About Replacing Staff

The discussion around artificial intelligence often focuses on job losses.

For most small businesses, however, the more immediate opportunity is not replacing good members of staff.

It is removing repetitive work and preventing valuable enquiries from being missed.

Imagine how much time your team spends answering questions such as:

  • What time do you open?
  • Do you cover my area?
  • Can I book an appointment?
  • How much does the service cost?
  • Can somebody call me back?
  • Do you have any availability this week?

These are exactly the types of conversations an AI receptionist can handle.

Your team can then concentrate on the conversations that require experience, judgement and a human relationship.

These might include:

  • Closing important sales.
  • Advising customers.
  • Resolving complicated problems.
  • Delivering the actual service.
  • Building long-term client relationships.

For many businesses, AI does not replace staff.

It helps existing staff become more productive.

Never Miss Another Valuable Enquiry

One missed telephone call could be worth hundreds or even thousands of pounds.

This is particularly important for businesses such as:

  • Renewable energy installers.
  • Emergency trades.
  • Dentists and healthcare providers.
  • Estate agents.
  • Solicitors.
  • Accountants.
  • Marketing agencies.
  • Home improvement companies.

Unfortunately, many small businesses still rely on voicemail, an answerphone or ‘hopefully’ somebody remembering to call the prospect back later.

By the time the call is returned, the prospect may already have spoken to a competitor.

An AI Employee answers immediately.

It can respond during lunchtime, in the evening, at weekends and on Bank Holidays.

Every caller receives an immediate response, even when your office is closed or your team is busy.

For many businesses, capturing just one extra customer each month could more than cover the cost of the technology.

The AI Receptionist Is Only the Beginning

Many standalone AI telephone systems stop once the call has finished.

HighLevel goes much further because the AI receptionist is connected to your CRM, calendars, sales pipelines, email marketing, SMS, WhatsApp and automated workflows.

A typical customer journey could look like this:

A prospect calls your business.

↓

The AI receptionist answers immediately.

↓

It asks questions and qualifies the enquiry.

↓

It books an appointment into your calendar.

↓

HighLevel creates or updates the contact record.

↓

An opportunity is created in your sales pipeline.

↓

The prospect receives an email and text confirmation.

↓

Your team is notified.

↓

Appointment reminders are sent automatically.

↓

If the prospect does not proceed, an automated follow-up campaign continues the conversation.

 

This is why I often describe HighLevel as an AI Operating System for small businesses, rather than simply another CRM.

The telephone call, contact record, calendar, pipeline and follow-up marketing all work together.

AI Phone Answering at a Sensible Price

Many small business owners assume that this type of technology will cost thousands of pounds every month.

It does not.

HighLevel has made AI-powered telephone answering and customer service available at a price that is realistic for smaller companies.

Through MarketerM8, we help businesses plan, configure and train their AI Employee so it understands:

  • The services the business provides.
  • The areas it covers.
  • The questions customers frequently ask.
  • The information that should be collected.
  • The appointments that can be booked.
  • When a call should be transferred to a human.
  • What should happen after the conversation.

Your AI Employee can work 24 hours a day, handle multiple calls and continue supporting the business as it grows.

There are usage costs associated with AI voice calls, but these are typically measured by the minute and can be substantially less than the cost of employing an additional full-time receptionist.

AI Works Best Alongside People

The best use of AI is not to remove every human interaction.

It is to decide which interactions should be automated and which should remain human.

An AI receptionist can deal with the first stage of an enquiry, collect information and route the caller to the right person.

A member of your team can then take over when specialist knowledge, empathy or commercial judgement is required.

This combination gives customers a faster initial response without removing the human support they need later in the journey.

AI should not make your business feel less personal.

Used properly, it gives your team more time to be personal where it matters most.

Julian Mills’ View

The British Gas announcement is an important reminder that AI-powered customer service is quickly becoming mainstream.

Large businesses are investing in AI because customers increasingly expect immediate answers, faster service and support outside normal working hours.

Small businesses face exactly the same customer expectations.

The difference is that platforms such as HighLevel have made this technology affordable and accessible without requiring a large internal IT department.

I do not believe every business should immediately replace its reception team with AI.

I do believe every business should examine where calls are being missed, where staff are repeating the same answers and where slow follow-up is costing sales.

AI is not replacing small businesses. It is allowing small businesses to compete with big businesses.

Should Your Business Invest in an AI Receptionist?

An AI receptionist may be worth considering if your business:

  • Misses telephone calls while staff are busy.
  • Receives enquiries outside normal office hours.
  • Frequently answers the same questions.
  • Needs to qualify prospects before booking appointments.
  • Has slow or inconsistent lead follow-up.
  • Wants to reduce repetitive administration.
  • Wants every enquiry recorded in its CRM.
  • Needs to scale without immediately recruiting more administrative staff.

The first step is not simply buying an AI telephone system.

It is mapping out what should happen when somebody contacts your business.

At MarketerM8, we help businesses design that process and then build it inside HighLevel.

See a HighLevel AI Employee in Action

If you would like to hear an AI receptionist in action, you can call Bob, my AI receptionist, on 07897 031 750.

Bob can answer questions and help you book a discovery call with me.

You can also book a discovery call online to explore how HighLevel and MarketerM8 could help your business answer more enquiries, automate follow-up and capture more sales.

Book a free HighLevel discovery call

Source

The British Gas and Centrica announcement discussed in this article was reported by Reuters:

British Gas owner Centrica to cut 1,300 jobs

The announcement relates to Centrica’s wider digital and technology-led transformation. AI is part of that transformation, although Centrica has not stated that all 1,300 roles are being directly replaced by AI telephone agents.

Julian Mills HighLevel Consultant and Marketing Automation Strategist

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

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

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

🎓 HighLevel Live Training Workshop #1: GoHighLevel for Beginners: Free HighLevel Foundations Training : 10 November 2026

highlevel training workshop for beginners

If you’ve just started using HighLevel, it can be difficult to know where to begin.

HighLevel does a lot.

CRM, email marketing, SMS, WhatsApp, calendars, sales pipelines, forms, websites, funnels, workflows, social media, reviews, payments, courses and increasingly AI all sit inside one platform.

That’s incredibly powerful.

But when you first log in, it can also leave you wondering:

“What do I actually need to learn first?”

That’s exactly why we created our HighLevel Foundations for Beginners workshop.

It’s the first workshop in MarketerM8’s rolling programme of 13 free live HighLevel training workshops and is designed to give new HighLevel users the foundations they need before moving on to the more advanced parts of the platform.

But there’s something important about the way I teach HighLevel.

We’re not learning HighLevel simply for the sake of learning software.

We’re learning how to use it to improve the way your business markets, sells and looks after customers.


HighLevel Foundations for Beginners free live training workshop

New to HighLevel?

Join our free live HighLevel Foundations workshop and learn the essential building blocks you need to get started with HighLevel.

Register for the next Free HighLevel Foundations Training Workshop

HighLevel for Beginners: Where Should You Start?

One of the biggest mistakes I see new HighLevel users make is trying to learn everything.

You don’t need to.

In fact, I’d recommend that you don’t.

HighLevel is a huge platform, and there will almost certainly be parts of it that your business doesn’t need yet.

Instead, start by understanding the basic building blocks.

I’d concentrate initially on six things.

1. Understand Your HighLevel Account

Before building anything complicated, learn your way around.

Understand where your contacts live, where conversations appear, where opportunities are managed, where your calendars sit and where automations are built.

You don’t need to understand every menu option.

You need to become comfortable enough that HighLevel stops feeling unfamiliar.

2. Understand Contacts

At the heart of HighLevel is your contact database.

A contact might be a prospect, customer, past customer or another person your business communicates with.

Their record can hold information such as their name, email address and telephone number, alongside custom information specific to your business.

Understanding contacts is therefore one of the first things I’d recommend any HighLevel beginner learns.

3. Understand Conversations

One of HighLevel’s strengths is bringing different customer communications together.

Depending on how your account is configured, your team can potentially manage communications across channels such as email, SMS, telephone and WhatsApp from within HighLevel.

For a beginner, the important concept isn’t necessarily how every communication feature works.

It’s understanding that HighLevel can become a central place for managing customer conversations.

4. Understand Pipelines and Opportunities

This is one of the areas that can initially confuse new HighLevel users.

A contact is a person.

An opportunity represents a potential deal or sale associated with a contact.

A pipeline represents the sales process that opportunity moves through.

For example:

John Smith → £5,000 potential project → Sales Pipeline → Proposal Sent

Once you understand that distinction, HighLevel’s Opportunities area starts to make considerably more sense.

5. Understand Calendars

If people book appointments with your business, HighLevel’s calendars can potentially replace separate scheduling tools.

But the bigger lesson for a beginner isn’t simply learning how to create a calendar.

Think about the customer journey around the appointment.

What happens when someone books?

Should they receive confirmation?

Do they need a reminder?

Should somebody on your team be notified?

What happens if they cancel?

What happens if they don’t show up?

This is where HighLevel starts moving from being a booking system to becoming a marketing automation platform.

6. Understand the Basic Idea Behind Workflows

Workflows are where HighLevel becomes particularly powerful.

But don’t start by trying to build an enormous automation.

Start with the basic concept:

Something happens → HighLevel automatically does something else.

For example:

Someone submits an enquiry form → Send confirmation email → Notify salesperson → Create opportunity

Once you understand that basic principle, you can gradually build more sophisticated automations.

You can also explore HighLevel’s official Getting Started with Workflows guide.

Don’t Start With Complicated HighLevel Automations

This deserves emphasising.

HighLevel beginners often see demonstrations of sophisticated automations and immediately want to build them.

I’d resist that temptation.

A 75-step workflow isn’t necessarily better than a five-step workflow.

In fact, if you don’t properly understand what you’re automating, you can simply make a bad process happen faster.

Start with simple, useful wins.

  • New enquiry → Immediate acknowledgement
  • Appointment booked → Confirmation + reminder
  • Missed telephone call → Automatic text message
  • New customer → Welcome message + internal notification

Learn how those work.

Test them.

Understand what happens to the contact.

Then build from there.

Marketing First. HighLevel Second.

This is one of the most important things I try to teach new HighLevel users.

Before asking:

“How do I build this in HighLevel?”

ask:

“What am I trying to achieve?”

That’s a subtle difference, but an important one.

HighLevel gives you an enormous toolbox.

But owning an enormous toolbox doesn’t automatically make you a good carpenter.

You can build an elaborate email sequence around a poor offer.

You can automate a bad sales process.

You can create a sophisticated pipeline nobody in your business actually uses.

You can introduce AI where a simple human conversation would work better.

So we start with the business and marketing objective.

Then we decide how HighLevel can help.

HighLevel Training Backed by Real Marketing Experience

This is also what makes our Foundations training a little different.

I’m not simply somebody who has learned how to use 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 improve, automate and systemise their marketing.

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

Through my own HighLevel agency, MarketerM8, I’ve personally onboarded more than 100 new HighLevel users.

So when I’m teaching HighLevel, I’m effectively wearing three hats:

  • The Marketer
  • The Marketing Automation Specialist
  • The Marketing Coach

That means we can discuss not only how something works in HighLevel, but why you might want to use it in the first place.

What Will You Learn in the HighLevel Foundations Workshop?

The Foundations workshop is designed to help new users get comfortable with HighLevel and understand how the major building blocks fit together.

We’ll look at areas such as:

  • navigating HighLevel;
  • understanding contacts;
  • conversations;
  • calendars;
  • pipelines and opportunities;
  • the basic principles of workflows and automation;
  • how the different parts of HighLevel connect;
  • common mistakes new users make;
  • and how to decide what you should learn next.

This isn’t about turning you into a HighLevel expert in an hour.

That’s unrealistic.

The objective is to give you the foundations on which you can build.


Free live HighLevel Foundations training workshop for beginners

Learn HighLevel Live, Not Just From Videos

Join Julian Mills for the free live Foundations workshop. Learn the HighLevel basics, see how the different parts fit together and ask questions as we work through the platform.


Register for the next Free HighLevel Foundations Training Workshop

This Is the First of 13 Free HighLevel Workshops

Foundations isn’t a standalone course.

It’s the starting point in MarketerM8’s rolling programme of 13 free live HighLevel training workshops.

Once you’ve got the basics, we can go deeper into individual areas such as:

  • Email Marketing
  • Calendars & Appointments
  • Sales Pipelines & Opportunities
  • Workflows & Automation
  • Database Management
  • Forms, Surveys & Quizzes
  • Websites & Funnels
  • Social Media & Reputation Management
  • Courses & Communities
  • Ecommerce
  • Advertising
  • HighLevel AI

You don’t have to attend every workshop.

Choose the subjects that are relevant to what you’re trying to achieve.

Do I Need to Be a MarketerM8 Customer?

No.

The live HighLevel workshops are designed to help people learn the platform, whether you’re already a MarketerM8 subscriber or simply interested in getting more from HighLevel.

If you’re considering HighLevel and want to understand what the platform can actually do before making decisions about it, the Foundations workshop is also a useful place to start.

What If I Need More Than a Free HighLevel Workshop?

Sometimes a workshop is enough.

Sometimes you have a specific problem that isn’t going to be solved in a group training session.

That’s where I also provide remote HighLevel training and Done-With-You implementation, working directly with you on your own HighLevel account.

For teams and larger projects, on-site HighLevel training and implementation is also available throughout the UK and internationally.

And if you’re simply stuck, take a look at my guide to HighLevel support in the UK.

The important thing is to use the right type of help for the problem you’re trying to solve.

Frequently Asked Questions About GoHighLevel for Beginners

What Is GoHighLevel?

GoHighLevel, generally branded simply as HighLevel, is a CRM, sales and marketing automation platform.

It brings together tools that businesses might otherwise purchase separately, including contact management, sales pipelines, email and SMS marketing, calendars, forms, websites, funnels, automation and other features.

If you’re completely new to the platform, you can also explore HighLevel’s official Getting Started resources.

Are GoHighLevel and HighLevel the Same Thing?

Yes.

You’ll commonly see the platform referred to as both GoHighLevel and HighLevel.

If you’re searching for GoHighLevel training for beginners or HighLevel training for beginners, you’re talking about the same platform.

Is GoHighLevel Difficult for Beginners to Learn?

HighLevel isn’t inherently difficult, but its size can make it initially feel complicated.

The mistake is trying to understand everything at once.

Learn the fundamentals first, then concentrate on the HighLevel features that solve real problems for your business.

You don’t need to master every feature to start getting value from the platform.

Where Should a Beginner Start With HighLevel?

I’d start with your contacts, conversations, calendars, pipelines and basic workflows.

More importantly, understand how those areas connect.

For example, a new contact might submit a form, automatically enter a workflow, receive an email and become an opportunity in your sales pipeline.

Once you understand those relationships, HighLevel becomes much easier to grasp.

What Should I Set Up First in HighLevel?

Before launching complex marketing campaigns, get the foundations right.

That normally means your users, contact data and essential communications, followed by the calendars, pipelines and basic automations your business actually needs.

Don’t build things simply because HighLevel allows you to build them. Start with the processes that are important to your business.

Do I Need Coding Skills to Use HighLevel?

No.

You can use the core HighLevel CRM, calendars, pipelines, forms, marketing and workflow features without being a programmer.

There are more advanced situations where technical knowledge can be useful, particularly when working with APIs, webhooks, custom code or complex integrations.

But you certainly don’t need to be a developer to get started with HighLevel.

How Long Does It Take to Learn GoHighLevel?

There’s no meaningful single answer because it depends on what you need HighLevel to do.

You can understand the basic principles relatively quickly.

Becoming confident with workflows, CRM structure, integrations, marketing automation and more advanced features takes longer.

I wouldn’t set yourself the objective of “learning HighLevel”.

Set yourself the objective of learning the parts of HighLevel your business needs next.

Can I Learn HighLevel Myself?

Yes.

There are extensive learning resources available, including HighLevel’s official Getting Started resources.

You can also read my guide to learning how to use HighLevel.

MarketerM8’s free workshops give you another option if you prefer live training where the software can be explained in a business and marketing context.

What Are the Most Important HighLevel Features for Beginners?

I’d prioritise contacts, conversations, calendars, opportunities and pipelines, followed by simple workflows.

The exact order depends on your business.

A consultant who books discovery calls might need calendars immediately.

A company with several salespeople might benefit from understanding pipelines first.

A business generating lots of online enquiries may want to concentrate on forms and follow-up automation.

Your business should determine your HighLevel priorities.

Should a Beginner Start Building HighLevel Workflows Straight Away?

Yes, but start simple.

A workflow is essentially a sequence of automated actions that begins when something happens. HighLevel calls that starting event a trigger.

Build something you can easily understand and test.

For example:

Form submitted → Confirmation email → Notify salesperson

Once you understand that, start adding complexity where complexity genuinely adds value.

What Is a HighLevel Pipeline?

A pipeline is a visual representation of a process, commonly your sales process.

You might have stages such as:

New Enquiry → Qualified → Appointment Booked → Proposal Sent → Won/Lost

An opportunity representing a potential sale moves through those stages as the relationship progresses.

Your pipeline should reflect the way your business actually sells rather than simply copying somebody else’s pipeline structure.

What’s the Difference Between a Contact and an Opportunity in HighLevel?

A contact is the person.

An opportunity is a potential deal or sale involving that person.

One contact can therefore exist in your database without necessarily representing an active sales opportunity.

Understanding this distinction is important when you start using HighLevel as a CRM rather than simply as a contact database.

Can HighLevel Replace My Existing CRM?

Potentially, yes.

But whether it should replace your CRM depends on your requirements, existing systems, integrations and how your business operates.

Don’t migrate simply because HighLevel has a CRM.

First understand what your current CRM does, what you need to preserve and what you’re hoping to improve.

Can HighLevel Replace Calendly, Mailchimp and Other Marketing Tools?

HighLevel includes functionality that overlaps with many standalone tools, including appointment scheduling and email marketing.

Whether you should replace a particular piece of software depends on how you currently use it.

The objective shouldn’t be:

“Let’s replace everything.”

It should be:

“Can consolidating these tools make our business simpler or better?”

Does HighLevel Include AI?

Yes.

AI now appears across a growing number of areas within HighLevel.

For a beginner, however, I wouldn’t make AI your starting point.

First understand the process you’re trying to improve.

Then ask whether AI is the appropriate way to improve or automate it.

Is the HighLevel Foundations Workshop Really Free?

Yes.

The Foundations for Beginners workshop is part of MarketerM8’s programme of free live HighLevel workshops.

There’s no charge to attend the live workshop.

Do I Need to Be a MarketerM8 Customer to Attend?

No.

You can attend the free HighLevel workshops without being a MarketerM8 HighLevel subscriber.

Can I Ask Questions During the Live HighLevel Workshop?

Yes.

One of the advantages of attending live rather than simply watching another prerecorded HighLevel tutorial is the opportunity to learn in a live environment and ask questions.

What Should I Learn After HighLevel Foundations?

Don’t automatically move on to the most advanced feature you can find.

Move on to the next thing your business actually needs.

That’s why our workshops are split into individual subjects.

If appointment booking is important, learn Calendars.

If you have a sales team, learn Pipelines & Opportunities.

If you want to automate follow-up, learn Workflows.

If your database needs organising, learn Database Management.

And if you’re not sure, follow the full free HighLevel training programme in order.

Ready to Learn HighLevel?

If you’re new to GoHighLevel, don’t worry about becoming an expert.

Start with the foundations.

Understand the basic building blocks, understand what you’re trying to achieve and then gradually build your knowledge from there.

That’s exactly what the HighLevel Foundations for Beginners workshop is designed to help you do.


Register for the free HighLevel Foundations for Beginners workshop

Ready to Build Your HighLevel Foundations?

Join the free live HighLevel Foundations for Beginners workshop and start learning HighLevel with the essential building blocks first.


Register for the next Free HighLevel Foundations Training Workshop

Julian Mills HighLevel Consultant and Marketing Automation Strategist

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

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

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

🎓 HighLevel Live Training Workshop #13 : AI Employee Training : 3 November 2026

ai employee workshop highlevel

AI is rapidly changing what you can do with HighLevel.

We’re moving well beyond simply asking AI to write an email or generate a social media post.

HighLevel AI can now talk to your prospects, answer your telephone, help build websites and tools, work inside your HighLevel account and even operate a web browser to carry out tasks.

That’s what we’ll explore in our free live GoHighLevel AI Training Workshop.

We’ll take a top-line tour through some of the most exciting AI capabilities now appearing inside HighLevel, including:

  • AI Employee
  • Conversation AI
  • Voice AI
  • AI Studio
  • AskAI
  • and HighLevel’s AI Browser Control extension

The important question throughout the workshop will be:

What could this actually do in your business?

This workshop is part of MarketerM8’s rolling programme of free live HighLevel training workshops.


GoHighLevel AI Employee training workshop

Discover What HighLevel AI Can Now Do

From AI receptionists and website chat to building websites with AI and asking HighLevel to carry out tasks for you, the platform is evolving incredibly quickly.

Register for the next Free HighLevel AI Employee Training Workshop

What Is HighLevel AI Employee?

HighLevel uses the term AI Employee for a growing collection of AI tools designed to help businesses automate work that would traditionally require a person.

That can include communicating with prospects and customers, answering calls, booking appointments and helping your team complete tasks.

But HighLevel’s AI story is now becoming much bigger than chatbots.

HighLevel Conversation AI

Conversation AI allows HighLevel to have written conversations with prospects and customers.

For example, somebody could visit your website outside normal office hours and ask a question.

Instead of simply leaving a message, the AI could potentially:

Answer the question → Continue the conversation → Capture their details → Qualify the enquiry → Book an appointment

That means your website chat can start behaving much more like an AI sales or customer service assistant.

HighLevel Voice AI

Voice AI takes a similar idea onto the telephone.

You can create an AI agent capable of answering incoming calls and having a natural conversation with the caller.

One obvious application is an AI receptionist.

Imagine somebody calls your business at 8:30pm.

Rather than reaching voicemail, the AI could answer, ask why they’re calling, answer appropriate questions, capture their information and potentially book an appointment.

Incoming call → AI answers → Understands enquiry → Captures information → Books appointment or takes message → Team follows up

Voice AI could be used after hours, for overflow calls or perhaps to handle particular types of routine enquiry.

HighLevel AI Studio: Build by Talking to AI

One of the most interesting recent developments is HighLevel AI Studio.

Think of this as a rapidly evolving vibe-coding environment built directly into HighLevel.

Instead of starting with a blank website builder or writing code yourself, you describe what you want.

For example:

“Build me a landing page for a plumbing company with a quote form and appointment calendar.”

AI Studio can create the initial experience.

You can then carry on talking to it:

  • “Make the headline stronger.”
  • “Add a testimonial section.”
  • “Change this form.”
  • “Create another page.”

And the AI continues building and refining the project.

It isn’t limited to straightforward websites either.

AI Studio can create things such as:

  • landing pages
  • multi-page websites
  • forms
  • surveys
  • booking experiences
  • storefronts
  • dashboards
  • and other interactive web tools

This is an area of HighLevel that is developing extremely quickly.

AskAI: Imagine ChatGPT Built Into HighLevel

Then there’s AskAI.

The easiest way to understand AskAI is to imagine something like ChatGPT specifically for HighLevel.

You can ask it questions in natural language.

For example:

“How do I create a workflow that follows up somebody who misses an appointment?”

But this is where it becomes much more interesting.

AskAI isn’t limited to telling you how HighLevel works.

It understands the HighLevel environment and, for supported areas of the platform, can actually take actions for you.

So instead of AI simply saying:

“Here are the six steps you need to follow…”

we’re moving towards:

“I’ll do that for you.”

AskAI can retrieve information, create content, work with HighLevel data and carry out supported actions across the platform.

That starts to change the relationship you have with software.

Instead of learning where every button and menu lives, increasingly you can simply tell HighLevel what you want to achieve.


Free HighLevel AI Employee Voice AI AskAI AI Studio training

HighLevel AI Is Becoming Far More Than a Chatbot

Talk to customers. Answer phone calls. Build websites. Create tools. Ask HighLevel questions. Get AI to carry out tasks.


Register for the next Free HighLevel AI Employee Training Workshop

HighLevel’s AI Browser Control Takes AskAI to Another Level

HighLevel has taken AskAI another step further with its AI Browser Control extension for Chrome-based browsers.

This gives AskAI the ability to operate a web browser.

It can perform supported browser actions such as:

  • opening web pages
  • navigating websites
  • clicking buttons
  • typing into fields
  • filling in forms
  • reading information from pages
  • and completing multi-step browser tasks

You can watch what it is doing as it works.

So AskAI is no longer limited to actions that happen inside HighLevel.

It can potentially interact with other browser-based systems as part of the task you’ve given it.

That’s a significant change.

AI gives me advice → AI helps me inside HighLevel → AI actually carries out the task

The Direction of Travel Is the Important Part

Some of these HighLevel AI tools are developing incredibly quickly.

Individual capabilities will change.

New actions will appear.

Existing tools will become more sophisticated.

So the purpose of this workshop isn’t to provide an exhaustive list of every AI button currently inside HighLevel.

That list could be out of date surprisingly quickly.

Instead, we’ll look at the bigger picture.

HighLevel is steadily bringing AI into more parts of the platform.

Talk to AI → Tell it what you want → Let it help build, configure or carry out the work

That is a very different way of using business software.

What Could an AI Employee Do in Your Business?

The most useful question isn’t:

“How much AI can I add?”

It’s:

“What useful job could I give AI?”

Perhaps it could:

  • answer website enquiries
  • answer your phone outside office hours
  • qualify leads
  • book appointments
  • answer repetitive customer questions
  • create a landing page
  • build an internal tool
  • help configure something inside HighLevel
  • or carry out a repetitive browser-based task

Start with a genuine business problem.

Then look at whether AI is the right way to solve it.

Bring Your Own AI Idea

The workshop will also give us the opportunity to look at ideas from attendees.

Perhaps you’ve been wondering:

  • Could I build an AI receptionist?
  • Could AI deal with our initial sales enquiries?
  • Could AI Studio build a tool we’ve previously needed a developer for?
  • Could AskAI automate a repetitive job my team currently does manually?

Bring the idea along.

We’ll explore what HighLevel can currently do and how the pieces might fit together.

GoHighLevel AI Training With a Marketing Perspective

AI technology may be changing incredibly quickly, but good marketing principles haven’t disappeared.

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 improve, automate and systemise their marketing.

I’m also a Certified Entrepreneurs Circle Marketing Coach.

Through my own HighLevel agency, MarketerM8, I’ve personally onboarded more than 100 HighLevel users.

So when we look at an AI feature, the question isn’t simply:

“Isn’t this clever?”

It’s:

  • Will it save time?
  • Will it improve customer service?
  • Could it help us capture more opportunities?
  • Can it remove repetitive work?
  • Does it make the customer journey better?
  • Where could it go wrong?
  • And is AI actually the right solution?

What Will We Cover in the HighLevel AI Workshop?

We’ll take a practical, top-line look at areas including:

  • AI Employee
  • Conversation AI
  • Voice AI and AI receptionists
  • training AI on your business
  • AI appointment booking
  • AI Studio and vibe coding
  • building websites and tools through conversation
  • AskAI
  • getting AI to carry out actions inside HighLevel
  • AI Browser Control
  • using AskAI to carry out browser-based tasks
  • and practical ways businesses could use these technologies

Because HighLevel AI is evolving so rapidly, we’ll also look at any significant new developments available at the time of the live workshop.

Who Is This GoHighLevel AI Training For?

This workshop is suitable for business owners, marketers and HighLevel users who want to understand what is actually happening with AI inside HighLevel.

You don’t need to be an AI expert.

You don’t need to understand programming.

And you certainly don’t need to become an AI developer.

The whole point of many of these tools is that increasingly you can simply explain, in normal English, what you want to achieve.

Do I Need to Be a MarketerM8 Customer?

No.

You don’t need to be a MarketerM8 subscriber to attend our free live HighLevel training workshops.

You can attend whether you use MarketerM8, another HighLevel provider or are simply exploring what HighLevel can do.

Frequently Asked Questions About GoHighLevel AI

What Is HighLevel AI Employee?

AI Employee is HighLevel’s collection of AI-powered capabilities designed to help businesses automate tasks and customer interactions.

These include areas such as Conversation AI and Voice AI, alongside a growing range of other AI tools across the HighLevel platform.

Where Do I Find AI Employee in the HighLevel Dashboard?

HighLevel’s AI tools aren’t all located under one single AI Employee menu in the dashboard.

Instead, you’ll find different AI capabilities within the relevant areas of HighLevel.

For example, Conversation AI is available within the conversations and AI areas of the platform, Voice AI can be found within HighLevel’s AI agent tools, while newer capabilities such as AskAI and AI Studio appear in their own relevant areas.

HighLevel is developing its AI tools rapidly, so the exact navigation can change as new features are released.

We’ll show you where to find the key HighLevel AI tools during the live workshop.

What Is HighLevel Conversation AI?

Conversation AI allows AI agents to have written conversations with prospects and customers.

It can answer questions, capture information, qualify enquiries and help move people towards an appropriate next step.

What Is HighLevel Voice AI?

Voice AI allows an AI agent to answer telephone calls and have spoken conversations with callers.

One obvious use is creating an AI receptionist for routine, overflow or out-of-hours enquiries.

Can HighLevel AI Book Appointments?

Yes.

HighLevel AI can be configured to help suitable prospects book appointments using HighLevel calendars.

What Is HighLevel AI Studio?

AI Studio is HighLevel’s conversational AI-powered builder.

You describe what you want to create and AI can generate and refine websites, landing pages and other interactive web experiences.

It is rapidly becoming HighLevel’s answer to the growing trend towards vibe coding, where people build software and digital experiences by describing what they want rather than manually writing every line of code.

Can HighLevel AI Studio Build More Than Websites?

Yes.

AI Studio can create interactive experiences including forms, surveys, booking flows, storefronts, dashboards and other web-based tools.

What Is HighLevel AskAI?

AskAI is HighLevel’s built-in AI assistant.

You can ask it questions in natural language, use it to retrieve information and, importantly, have it carry out supported actions inside HighLevel.

Is AskAI Like ChatGPT for HighLevel?

That’s a useful way to think about it.

The important difference is that AskAI operates within the HighLevel environment and can work with supported HighLevel features and data rather than simply providing general advice.

Can AskAI Actually Do Things in HighLevel?

Yes.

For supported areas of HighLevel, AskAI can take actions rather than simply explaining how you could perform the task yourself.

The range of actions it can perform is continuing to develop.

What Is HighLevel AI Browser Control?

AI Browser Control is a browser extension that allows AskAI to operate a Chrome-based browser session.

It can navigate pages, click, type, fill forms and complete supported multi-step browser tasks.

Does That Mean HighLevel AI Can Use My Computer?

More accurately, the Browser Control extension allows AskAI to operate a managed browser session.

It doesn’t simply have unrestricted access to everything on your computer.

The important point is that AskAI can now move beyond simply giving instructions and can carry out supported browser-based tasks for you.

Can I Create an AI Receptionist With HighLevel?

Yes.

An AI receptionist is one of the most obvious practical applications of HighLevel Voice AI.

It could potentially answer calls, identify why somebody is calling, answer appropriate questions, collect information and move the caller towards the next step.

Can HighLevel AI Work Outside Office Hours?

Yes.

AI agents can respond when your normal team isn’t available, making them particularly useful for evening, weekend and out-of-hours enquiries.

Do I Need to Know How to Code?

No.

That’s one of the most interesting developments.

Tools such as AI Studio increasingly allow people to build by describing what they want in ordinary language.

Is HighLevel AI Suitable for Small Businesses?

Potentially, yes.

AI can give smaller businesses access to capabilities that would once have required additional employees, developers or specialist software.

The important thing is finding a worthwhile use case rather than introducing AI simply because it’s fashionable.

Can I Bring My Own AI Idea to the Workshop?

Yes.

Bring along an AI idea, business process or customer journey and we can explore how HighLevel AI might be used.

Is the GoHighLevel AI Training Workshop Free?

Yes.

The AI Employee workshop is part of MarketerM8’s programme of free live HighLevel training workshops.

You don’t need to be a MarketerM8 customer to attend.


Register for free GoHighLevel AI Employee training workshop

See Where HighLevel AI Is Heading

HighLevel AI can now talk to prospects, answer calls, build websites and tools, take actions inside HighLevel and even operate a web browser.


Register for the next Free HighLevel AI Employee Training Workshop

Julian Mills HighLevel Consultant and Marketing Automation Strategist

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

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

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

🎓 HighLevel Live Training Workshop #12 : Advanced Marketing Training : 20 October 2026

Once you understand the basics of HighLevel, the next challenge is usually not learning another feature.

It’s working out how to use HighLevel to solve real marketing problems.

That’s the focus of our free Advanced HighLevel Marketing Training Workshop.

This is deliberately different from our earlier workshops.

Rather than simply working through another part of the software, we’ll look at more advanced marketing ideas and then spend a substantial part of the session working through real HighLevel marketing challenges brought by attendees.

So if you’ve got a campaign, workflow or marketing problem you’re trying to solve, this is the workshop to bring it to.

This workshop is part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops.


Advanced GoHighLevel marketing training workshop

Bring Your HighLevel Marketing Challenge

Join our free live Advanced HighLevel Marketing workshop. Learn some of our more advanced marketing strategies, then bring your own HighLevel campaign, workflow or marketing challenge into the live hotseat.

Register for the next Free HighLevel Advanced Marketing Training Workshop

What Makes This HighLevel Workshop Different?

Most of our HighLevel workshops concentrate on a specific part of the platform.

This one is different.

The Advanced Marketing workshop is designed for people who already understand the basics and now want to use HighLevel more strategically.

We’ll look at some more advanced marketing ideas, but the real value comes from applying them to actual business problems.

That means less:

“Here’s another HighLevel feature.”

And more:

“Here’s the marketing problem. How should we solve it?”

The Advanced HighLevel Marketing Hotseat

The hotseat is a major part of this workshop.

You can bring a real HighLevel marketing challenge and we’ll work through it together live.

For example, you might be struggling with:

  • a workflow that’s becoming too complicated;
  • prospects who aren’t being followed up properly;
  • old leads sitting unused in your database;
  • how to combine email, SMS or WhatsApp;
  • how to generate more reviews or referrals;
  • how to capture social media enquiries properly;
  • or how to turn a marketing idea into a practical HighLevel system.

We can look at the problem, map the customer journey and discuss how HighLevel could be used to improve it.

Start With the Marketing Problem, Not the Workflow Builder

One of the most useful advanced HighLevel habits is learning to stop building before you’ve thought.

It’s very easy to open the Workflow Builder and immediately start adding triggers, delays, branches and actions.

Before long, you’ve created something complicated without being completely clear what it’s supposed to achieve.

Instead, start by mapping the journey.

Where does the contact enter? → What should happen next? → What happens if they respond? → What happens if they don’t? → When should a human take over?

Once those questions are clear, building the automation becomes much easier.

Advanced Doesn’t Have to Mean Complicated

A sophisticated HighLevel system does not need to contain enormous workflows with dozens of branches.

Often, the best advanced marketing systems are actually easier to understand because they’ve been properly thought through.

The goal is to create something that:

  • solves the marketing problem;
  • uses the right communication at the right time;
  • removes repetitive work;
  • hands over to a human when appropriate;
  • and can still be understood six months later.

Multi-Channel Marketing With HighLevel

One of the areas we’ll explore is how to combine different communication channels.

Depending on your business, that might include:

  • email;
  • SMS;
  • WhatsApp;
  • and human sales follow-up.

The objective isn’t to send the same message through every channel.

It’s to decide which channel makes the most sense at each point in the customer journey.

For example:

New enquiry → Immediate SMS acknowledgement → Detailed email → Human sales follow-up → Appointment reminder

Reactivating Old Prospects and Customers

Advanced marketing isn’t always about generating more new leads.

Sometimes there are already valuable opportunities sitting inside your database.

That might include:

  • old enquiries;
  • quotes that didn’t proceed;
  • past customers;
  • inactive clients;
  • or prospects who simply weren’t ready at the time.

We’ll look at how HighLevel can be used to create sensible reactivation and long-term follow-up campaigns.

Before spending more money finding new prospects, it can be worth asking:

“Who already knows us but hasn’t bought recently?”

Reviews and Referrals

Two other areas we explore are reviews and referrals.

Many businesses leave both to chance.

A customer has a great experience, but nobody asks them for a review.

A happy client would happily recommend the business, but nobody asks.

HighLevel can help make both processes more systematic.

We’ll look at MarketerM8’s AI Reviews and AI Referrals campaigns and how they can form part of a wider customer journey.

Capturing Social Media Leads

Social media enquiries can easily disappear inside individual inboxes and messaging platforms.

We’ll also look at our Inbound Social Media Contact Capture process.

The objective is simple.

When somebody becomes a genuine prospect through social media, they should ideally become part of the CRM and sales process rather than remain hidden in a social inbox.

Using MarketerM8 Snapshots

We’ll demonstrate several MarketerM8 campaign snapshots during the workshop, including:

  • Evergreen Prospects;
  • AI Reviews;
  • AI Referrals;
  • and Inbound Social Media Contact Capture.

But the important thing isn’t simply importing a snapshot.

You need to understand what it does, who should enter it, when somebody should leave it and how it fits with the rest of your HighLevel setup.

Don’t Deploy Automation Blindly

Whether you’re using a snapshot or building from scratch, always understand the journey before switching it on.

Ask:

  • Who enters this automation?
  • What are they going to receive?
  • What stops the automation?
  • Does it conflict with anything else?
  • When should somebody on the team take over?

Advanced marketing is as much about avoiding bad automation as creating clever automation.


Free advanced HighLevel marketing workshop and hotseat

Got a HighLevel Marketing Problem?

Bring it to the workshop. The live hotseat gives you the chance to explore real campaigns, workflows and marketing challenges with Julian and the group.


Register for the next Free HighLevel Advanced Marketing Training Workshop

Advanced HighLevel Marketing Training Backed by Real Marketing Experience

This workshop is where my wider marketing background becomes particularly useful.

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 improve, automate and systemise their marketing.

I’m also a Certified Entrepreneurs Circle Marketing Coach.

Through my own HighLevel agency, MarketerM8, I’ve personally onboarded more than 100 HighLevel users.

So when somebody brings a marketing problem to the hotseat, I’m not simply asking:

“Which HighLevel feature can we use?”

I’m asking:

  • What is actually going wrong?
  • What should the customer journey look like?
  • Where are leads being lost?
  • What should be automated?
  • What should stay human?
  • And what is the simplest practical solution?

What Will You Learn in the Advanced HighLevel Marketing Workshop?

The exact workshop can vary because part of the session is driven by the challenges attendees bring with them.

Core areas include:

  • planning advanced marketing journeys;
  • simplifying complicated workflows;
  • multi-channel email, SMS and WhatsApp marketing;
  • reactivating old prospects and customers;
  • review and referral campaigns;
  • social media lead capture;
  • using MarketerM8 snapshots;
  • and live HighLevel marketing hotseats.

The objective isn’t to cover as many HighLevel features as possible.

It’s to help you solve better marketing problems with HighLevel.

Who Is This Workshop For?

This workshop is best suited to people who already understand the basic HighLevel concepts.

You don’t need to be a technical expert, but you should ideally be familiar with things such as:

  • contacts;
  • workflows;
  • email and SMS;
  • pipelines;
  • and the general structure of a HighLevel account.

If you’re completely new to HighLevel, start with our HighLevel Foundations workshop.

Our Automation & Workflows workshop is also useful preparation.

Do I Need to Be a MarketerM8 Customer?

No.

You don’t need to be a MarketerM8 subscriber to attend our free live HighLevel training workshops.

You can attend whether you use MarketerM8, another HighLevel provider or are simply exploring what the platform can do.

Frequently Asked Questions About Advanced HighLevel Marketing Training

What Is Advanced HighLevel Marketing?

It means moving beyond individual HighLevel features and thinking about how your CRM, workflows and communication channels work together to solve real marketing problems.

What Is the HighLevel Marketing Hotseat?

The hotseat is an interactive part of the workshop where attendees can bring a real HighLevel marketing challenge for discussion.

We can look at the problem, map the journey and explore practical ways of solving it using HighLevel.

Can I Bring My Own Workflow to the Workshop?

Yes.

If you’re struggling with a workflow or campaign, the hotseat is an ideal opportunity to discuss it.

Can I Bring a Marketing Problem Even If I Haven’t Built the Workflow Yet?

Absolutely.

In many cases that’s actually better.

We can think about the customer journey first and then decide what should be built in HighLevel.

Does the Workshop Cover WhatsApp and SMS?

Yes.

We look at how SMS and WhatsApp can be used as part of a wider customer journey rather than simply as standalone communication channels.

Does the Workshop Cover Reactivation?

Yes.

We look at how old leads, previous prospects and past customers can potentially be brought back into appropriate marketing campaigns.

Does the Workshop Cover Reviews and Referrals?

Yes.

We’ll look at MarketerM8’s AI Reviews and AI Referrals campaigns and how they can form part of the wider customer journey.

What Is a HighLevel Snapshot?

A snapshot is a reusable package of HighLevel configuration that can include workflows and other assets.

Snapshots can save build time, but they still need to be understood and configured properly for the individual business.

Do I Need to Be an Advanced HighLevel User?

No.

You don’t need to be a technical expert, but the workshop is aimed at people who already understand the basic concepts of HighLevel.

Is the Advanced HighLevel Marketing Workshop Free?

Yes.

The workshop is part of MarketerM8’s free live HighLevel training programme.

Do I Need to Be a MarketerM8 Customer?

No.

You can attend the workshop without being a MarketerM8 subscriber.

Bring Your HighLevel Marketing Challenge

This workshop isn’t about showing you another twenty features.

It’s about taking what HighLevel can already do and applying it to real marketing problems.

So bring your:

  • workflow;
  • campaign;
  • customer journey;
  • reactivation idea;
  • follow-up problem;
  • review or referral challenge;
  • or the HighLevel setup that simply isn’t working the way you want it to.

We’ll explore how to make it better.

Bring the problem → Map the journey → Simplify the solution → Build it properly in HighLevel


Register for free Advanced GoHighLevel Marketing workshop

Bring Your HighLevel Challenge to the Hotseat

Join our free live Advanced HighLevel Marketing workshop and bring along the campaign, workflow or marketing problem you’d like help thinking through.


Register for the next Free HighLevel Advanced Marketing Training Workshop

Julian Mills HighLevel Consultant and Marketing Automation Strategist

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

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

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

WhatsApp Voice Calling Has Arrived in HighLevel

highlevel whatspp voice calling

highlevel support julian millsThis is a big update for businesses using HighLevel.

WhatsApp voice calling is now available inside HighLevel, giving businesses another way to communicate with leads and customers directly from the platform.

For many businesses, WhatsApp has already become one of the most important communication channels. Until now, most interaction inside HighLevel focused on WhatsApp messaging. The addition of voice calling now opens the door to faster conversations, quicker support, and more personal communication without leaving the CRM.

Some potential use cases include:

  • Sales teams calling warm leads directly from WhatsApp conversations
  • Customer support follow-up calls
  • Appointment confirmations
  • International communication without traditional phone costs
  • AI and automation workflows triggering WhatsApp conversations before a live call

This is another sign that HighLevel is continuing to evolve into a true all-in-one communication platform, bringing together email, SMS, phone, social messaging and now WhatsApp voice calls in one place.

If you are already using WhatsApp inside HighLevel, it is worth reviewing your current setup and workflows to see where voice calling could improve response times and customer experience.

For setup details, see the official HighLevel support guide here:

WhatsApp Voice Calling in HighLevel
.

Want to Talk About HighLevel?

WhatsApp Voice Calling

Chat About HighLevel on WhatsApp

If you would like help setting up HighLevel, WhatsApp integration, automation or AI tools, feel free to message us on WhatsApp at +44 7897 031750.

We are always happy to chat about HighLevel and help point you in the right direction.

Written by Julian Mills – HighLevel consultant and marketing strategist.
About Julian Mills.

🎓 HighLevel Live Training Workshop #6 : Database Management Workshop : 15 December 2026

highlevel database management workshop marketerm8

Your HighLevel database is the foundation of almost everything else you do in the platform.

Email marketing depends on it.

Workflows depend on it.

Sales pipelines depend on it.

Appointment follow-up depends on it.

AI and automation increasingly depend on it too.

So if your database is disorganised, duplicated, incomplete or badly structured, the rest of your HighLevel account becomes harder to manage.

That’s why our free HighLevel Database Management workshop isn’t simply about showing you where contacts are stored.

It’s about understanding how to create a database that helps your business find the right people, understand them and communicate with them appropriately.

This workshop is part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops.


GoHighLevel CRM and database management training workshop

Is Your HighLevel Database Working for You?

Join our free live HighLevel Database Management workshop and learn how to organise contacts, Smart Lists, fields, tags and CRM data properly.

Register for the next Free HighLevel Database Management Training Workshop

What Is the HighLevel Contact Database?

At the heart of HighLevel is your contact database.

A contact record can contain far more than somebody’s name, email address and telephone number.

Depending on how your account is structured, it can also include:

  • company information;
  • custom fields;
  • tags;
  • communication history;
  • appointments;
  • opportunities;
  • forms and survey responses;
  • source information;
  • workflow activity;
  • and other information relevant to your business.

The more useful and accurate that information is, the more effectively HighLevel can help you market, sell and communicate.

Your CRM Is More Than a List of Names

This is one of the most important ideas to understand.

A spreadsheet containing 10,000 names is not automatically a useful CRM database.

The real value comes from knowing things such as:

  • Who are these people?
  • Are they prospects, customers or past customers?
  • What are they interested in?
  • Where did they come from?
  • What have they bought?
  • When did they last engage with us?
  • Who should we communicate with?
  • Who should we not communicate with?
  • What should happen next?

That context turns contact data into something commercially useful.

A good CRM database doesn’t just tell you who someone is. It helps you understand the relationship you have with them.

Start With What You Need to Know

Before creating lots of fields, tags and categories, ask:

“What information do we actually need in order to market, sell or serve people better?”

For example, a dentist may care about treatment interest.

An accountant may care about business type or service required.

A trades business may care about location and job type.

A training company may care about which course somebody attended.

A B2B consultancy may care about company size, role and opportunity value.

Your database should reflect the information that matters to your business.

Use Custom Fields for Structured Information

Custom fields are one of the most useful ways of storing information that is specific to your business.

For example, you might want to record:

  • service interest;
  • company size;
  • renewal date;
  • customer type;
  • preferred location;
  • budget;
  • industry;
  • membership level;
  • or another piece of information important to your process.

The benefit of structured information is that you can use it later.

You may want to segment contacts, personalise communication, trigger automation or create Smart Lists based on those values.

Don’t Create Custom Fields Without a Reason

It’s very easy to create fields.

That doesn’t mean you should create dozens of them simply because you can.

Every field should have a purpose.

Ask:

  • Who will populate this?
  • Where will the information come from?
  • Who will use it?
  • What decision will it help us make?
  • Will it trigger automation?
  • Will we report or segment using it?

If nobody can explain why a field exists, it may simply add clutter.

What Are Tags in HighLevel?

Tags are another way of identifying or grouping contacts.

They can be useful for marking events, interests, sources or temporary states.

For example:

  • Attended Webinar
  • Interested in Solar
  • Referral Partner
  • Downloaded Guide
  • Customer Reactivation 2026

But tags can become messy very quickly if there are no naming rules.

You can easily end up with several tags that all mean almost the same thing.

So use tags deliberately and keep your naming consistent.

Tags vs Custom Fields: Which Should You Use?

This is a common database design question.

A simple way to think about it is:

Custom fields are often best for information about the contact. Tags are often useful for labels, events or categorisation.

For example:

Industry = Accountancy might make sense as a custom field.

Attended August Workshop might make more sense as a tag.

There are exceptions, but having a simple rule helps keep the CRM cleaner.

What Are HighLevel Smart Lists?

Smart Lists allow you to view contacts that meet particular criteria.

This can be extremely useful because you don’t have to create a separate static list every time you want to find a group of people.

For example, you might want a Smart List showing:

  • all current customers;
  • all prospects interested in a particular service;
  • all contacts added in the last 30 days;
  • all contacts with no assigned salesperson;
  • all customers approaching renewal;
  • all people who attended a particular event;
  • or contacts who meet several conditions at once.

As the underlying data changes, the people appearing in that Smart List can change too.

That makes Smart Lists useful for both day-to-day CRM management and marketing segmentation.

Think in Segments, Not One Giant Database

Your HighLevel account may contain thousands of contacts.

That doesn’t mean they should all be treated identically.

A prospect is different from a customer.

A customer is different from a lapsed customer.

Someone interested in Service A may have little interest in Service B.

A hot opportunity should probably be treated differently from somebody who downloaded a guide two years ago.

Segmentation allows your marketing to become more relevant.

And relevance is usually more useful than simply sending more messages.

Database Segmentation Makes Automation More Powerful

Good data allows workflows to make better decisions.

For example:

Customer Type = Existing Customer → Send customer communication

Customer Type = Prospect → Send prospect nurture

Or:

Service Interest = Boiler Replacement → Boiler journey

Service Interest = Solar → Solar journey

The workflow only becomes intelligent because the database contains useful information.

Importing Contacts Into HighLevel

Many businesses start using HighLevel by importing contacts from another CRM, email platform or spreadsheet.

This is a point where good planning matters.

Before importing thousands of records, check:

  • which fields you actually need;
  • whether the data is accurate;
  • whether columns are consistently formatted;
  • whether duplicates exist;
  • whether you need to preserve categories or status information;
  • and whether you have a legitimate reason to continue communicating with those contacts.

Don’t simply take years of messy CRM data and import the mess into HighLevel.

A CRM migration is often an opportunity to clean up the database, not merely move it.

Watch Out for Duplicate Contacts

Duplicates are one of the most common database problems.

The same person may appear more than once because:

  • different email addresses were used;
  • telephone numbers were formatted differently;
  • data came from several systems;
  • somebody manually created another record;
  • or historical imports introduced duplication.

Duplicates can cause confusion.

Your team may update the wrong record.

Communication history may become fragmented.

Contacts may receive duplicate messages.

So database cleanliness matters.

Bad Data Can Damage More Than Your CRM

Poor-quality contact data isn’t merely an administrative nuisance.

It can affect your marketing performance.

For example, if your database contains lots of invalid or fake email addresses, repeatedly sending to them can damage email deliverability and sender reputation.

Spam form submissions can also create unwanted contacts and fill your database with rubbish.

The cleaner your database, the more confidently you can use it for marketing and automation.

Be Careful With Bulk Actions

HighLevel gives users the ability to make changes to groups of contacts.

That’s useful.

It’s also a reason to be careful.

A bulk action can affect hundreds or thousands of records very quickly.

Before applying changes, make sure:

  • you’ve selected the right contacts;
  • you understand exactly what the action will do;
  • the change can be reversed if necessary;
  • and you aren’t accidentally triggering unwanted workflows or communication.

Automation and bulk tools amplify both good and bad decisions.

Your Database Needs an Owner

A CRM database tends to deteriorate when everybody is responsible for it and nobody actually owns it.

This is one reason I like businesses to develop an internal CRM Champion.

That person doesn’t have to do every database task themselves.

But somebody should understand:

  • how the database is structured;
  • what fields and tags mean;
  • how new contacts enter;
  • how duplicates are handled;
  • which automations depend on the data;
  • and what standards the team should follow.

A little governance can prevent a huge amount of mess later.

Use Clear Naming Conventions

As your HighLevel account grows, naming conventions become increasingly important.

This applies to:

  • custom fields;
  • tags;
  • Smart Lists;
  • workflows;
  • forms;
  • pipelines;
  • and other assets.

If five people create things using five different naming approaches, the account becomes difficult to manage.

Choose a simple structure your team understands and use it consistently.

Don’t Collect Data Just Because You Can

HighLevel gives you plenty of ways to collect information.

That doesn’t mean you need to know everything about everybody.

Collect information because it serves a useful purpose.

If a field will never be used to improve the sales process, customer service, reporting, segmentation or automation, ask whether you really need it.

More data is not automatically better data.

Database Management and Marketing Go Hand in Hand

This is why database management shouldn’t be treated purely as an IT or administration task.

Your database directly affects your marketing.

If you know which contacts are customers, you can communicate differently with them.

If you know what somebody is interested in, you can send more relevant information.

If you know when a customer last bought, you can identify reactivation opportunities.

If you know where a prospect sits in the sales journey, you can tailor the follow-up.

Good CRM data creates better marketing opportunities.

HighLevel Database Training Backed by Real Marketing Experience

This is why my approach to database management isn’t simply about tidying contact records.

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 improve, automate and systemise their marketing.

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

Through my own HighLevel agency, MarketerM8, I’ve personally onboarded more than 100 HighLevel users.

So when we look at a database, I’m not simply asking:

“Where should we store this information?”

I’m also asking:

  • What will we use it for?
  • How will it improve the customer journey?
  • Can it improve segmentation?
  • Can it support better sales follow-up?
  • Can it trigger useful automation?
  • Can it help us identify opportunities?

That’s the difference between simply storing data and building a useful CRM.

What Will You Learn in the HighLevel Database Management Workshop?

This free live workshop is designed to help you understand how to organise and manage your HighLevel CRM database effectively.

We’ll explore areas such as:

  • how HighLevel contact records work;
  • contact information and CRM structure;
  • custom fields;
  • tags;
  • Smart Lists;
  • segmentation;
  • contact imports;
  • data clean-up;
  • duplicates;
  • bulk actions;
  • database naming conventions;
  • how data supports workflows;
  • how data supports email marketing;
  • how CRM data works with sales pipelines;
  • and common database management mistakes to avoid.

The objective isn’t simply to have a tidy database.

It’s to create a HighLevel database that helps your team market, sell and communicate more effectively.


Free GoHighLevel CRM and database management training

Learn HighLevel Database Management Live

Join Julian Mills for this free live HighLevel CRM training workshop and learn how to organise contacts, Smart Lists, tags, custom fields and segmentation properly.


Register for the next Free HighLevel Database Management Training Workshop

Database Management Is Part of Our Free HighLevel Training Programme

The Database Management workshop is part of MarketerM8’s rolling programme of 13 free live HighLevel training workshops.

The programme is designed to help you learn HighLevel one practical area at a time.

If you’re completely new to HighLevel, start with our HighLevel Foundations for Beginners workshop.

Database Management also connects closely with our Simple Email Marketing, Sales Pipelines & Opportunities and Automation & Workflows workshops.

Good data makes all three considerably more useful.

Do I Need to Be a MarketerM8 Customer?

No.

You don’t need to be a MarketerM8 subscriber to attend our free live HighLevel training workshops.

You can attend whether you’re already using HighLevel, considering the platform or simply want to understand how to organise and manage CRM data more effectively.

What If I Need Help Cleaning Up My Own HighLevel Database?

A live workshop can teach you the principles.

But your own CRM may need more detailed work.

Perhaps you need help:

  • cleaning up an existing database;
  • planning a CRM migration;
  • mapping fields from another system;
  • removing or managing duplicates;
  • deciding between tags and custom fields;
  • creating useful Smart Lists;
  • improving segmentation;
  • restructuring your contact data;
  • preparing data for automation;
  • or training your team to manage HighLevel consistently.

That’s where I can provide remote HighLevel training and Done-With-You implementation.

For larger projects and teams, on-site HighLevel training and implementation is also available throughout the UK and internationally.

If you’re experiencing a technical issue rather than needing CRM consulting or training, take a look at my guide to HighLevel support in the UK.

Frequently Asked Questions About HighLevel Database Management

Does GoHighLevel Have a CRM Database?

Yes.

HighLevel includes contact and CRM functionality at the heart of the platform.

Contact records can hold standard information alongside custom data, communication history, opportunities, appointments and other information connected with that person.

What Is a Contact in HighLevel?

A contact is a person or record within your HighLevel database.

That person might be a prospect, customer, past customer, partner or another individual your business interacts with.

The contact record becomes the central place where information about that relationship is stored.

What Are HighLevel Custom Fields?

Custom fields allow you to store information that is specific to your business.

For example, you might create fields for service interest, company size, renewal date, industry or customer type.

Custom fields can then be used for segmentation, automation, personalisation and CRM management.

What Are Tags in HighLevel?

Tags are labels that can be attached to contacts.

They can be useful for marking interests, events, sources, campaigns or other classifications.

Use a consistent naming structure because uncontrolled tags can quickly become confusing.

Should I Use Tags or Custom Fields in HighLevel?

It depends on the information.

Custom fields are often better for structured information about the contact, while tags can work well for labels, events or classifications.

For example, Industry = Accountant might work well as a field, while Attended Webinar may work well as a tag.

What Is a HighLevel Smart List?

A Smart List is a way of viewing contacts who meet particular criteria.

For example, you could create a Smart List for existing customers, new leads, contacts interested in a particular service or customers approaching renewal.

This can make segmentation and day-to-day CRM management much easier.

Do HighLevel Smart Lists Update Automatically?

Smart Lists are based on filters and criteria, so the contacts displayed can change as the underlying data changes.

This makes them particularly useful for dynamic groups rather than manually maintaining static lists.

Can I Import Contacts Into HighLevel?

Yes.

Businesses commonly import contacts when moving from another CRM, email system or spreadsheet.

Before importing, take the opportunity to clean the data, check field mappings and remove obvious problems rather than simply transferring old CRM mess into a new system.

Can I Import a CSV Into HighLevel?

HighLevel supports contact imports from structured data files such as CSVs.

The quality of the import depends heavily on how well the source data is prepared and how fields are mapped.

Always test before importing a large database.

What Should I Do About Duplicate Contacts in HighLevel?

Duplicates should be managed carefully because they can fragment communication history and cause contacts to receive duplicate communication.

Try to understand why the duplicates are being created as well as cleaning up the existing records.

Otherwise the problem may simply return.

Can HighLevel Segment Contacts?

Yes.

HighLevel contact data, tags, fields and Smart Lists can be used to organise contacts into meaningful segments.

This allows you to communicate differently with different groups rather than treating your entire database as one audience.

Why Is CRM Segmentation Important?

Because relevance matters.

A customer should not necessarily receive the same communication as a prospect.

A person interested in one service may not care about another.

Good segmentation helps you send more appropriate messages and build more relevant automation.

Can HighLevel Data Trigger Workflows?

Yes.

Contact information and changes within the CRM can be used as part of workflow logic and automation.

This is one reason accurate and consistent data is so important.

Can HighLevel Automatically Update Contact Information?

Workflows and other processes can update contact information depending on how your account is configured.

This can reduce manual administration, but use automation carefully so incorrect information isn’t written across large numbers of records.

Can HighLevel Be Used for Customer Reactivation?

Yes.

If your CRM can identify past or inactive customers, you may be able to create appropriate reactivation campaigns.

The quality of the opportunity depends on having accurate information about who those people are and your relationship with them.

How Often Should I Clean My HighLevel Database?

There isn’t a single correct timetable.

Database quality should ideally be maintained continuously rather than left until the CRM becomes unmanageable.

Periodic reviews can help identify duplicates, outdated data, unused fields, unnecessary tags and contacts that need attention.

Can Bad CRM Data Affect Email Deliverability?

Yes.

If a database contains large numbers of invalid or low-quality email addresses, sending to them can negatively affect email performance and sender reputation.

Good database management therefore supports email marketing as well as CRM organisation.

Should I Delete Old Contacts From HighLevel?

Not automatically.

An old contact may still have commercial value or historical importance.

Before deleting data, understand why it is being retained, whether you still have a legitimate reason to keep it and whether it is useful to the business.

Database management should balance usefulness, accuracy and appropriate data handling.

Can HighLevel Replace My Existing CRM?

Potentially, yes.

But whether it should depends on what your existing CRM does, what integrations you rely on and how your business processes work.

A CRM migration should begin by understanding requirements rather than simply moving contact records.

Is the HighLevel Database Management Workshop Free?

Yes.

The Database Management workshop is part of MarketerM8’s programme of free live HighLevel training workshops.

There’s no charge to attend the live workshop.

Do I Need to Be a MarketerM8 Customer to Attend?

No.

You can attend our free HighLevel training workshops without being a MarketerM8 subscriber.

Can I Ask Questions During the HighLevel Database Workshop?

Yes.

That’s one of the advantages of live HighLevel training.

You can see how contacts and database tools work and ask questions about the CRM concepts we’re discussing.

What Should I Learn After HighLevel Database Management?

If you want to use your database for better segmentation and communication, our Simple Email Marketing workshop is particularly relevant.

If you want CRM data to trigger automation, move on to HighLevel Automation & Workflows.

And if you want to collect better data in the first place, our Forms, Surveys & Quizzes workshop is a natural next step.

You can explore all the subjects in our free HighLevel training programme.

Ready to Get Your HighLevel Database Under Control?

A useful CRM shouldn’t feel like a digital filing cabinet full of names.

It should help you answer questions.

Who is this person?

What is our relationship with them?

What are they interested in?

What should happen next?

And how can we communicate with them more effectively?

That’s what good database management should help you achieve.

And that’s exactly what our HighLevel Database Management workshop is designed to help you understand.


Register for free HighLevel CRM and Database Management training

Ready to Build a Better HighLevel Database?

Join our free live HighLevel Database Management workshop and learn how to organise contacts, improve segmentation and turn your CRM data into something genuinely useful.


Register for the next Free HighLevel Database Management Training Workshop

Julian Mills HighLevel Consultant and Marketing Automation Strategist

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

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

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

I’ll Be Attending the HighLevel Manchester Hangout – 9th March 2026

julian mills highlevel manchester consultant

julian mills highlevel manchester consultantIf you are a HighLevel user based in the North West, there is a great opportunity to connect with other users locally.

The team at GoHighLevel are visiting Manchester and hosting a community meetup for HighLevel users in the area. I will be attending and it would be great to meet other agency owners, consultants, and business users who are building their marketing systems on the platform.

HighLevel are in town because they are also sponsoring The BIG Festoon, which is taking place in Manchester on 11-12 March. The event brings together entrepreneurs, marketers, and business leaders for two days of talks, networking, and personal and business development.

You can find out more about the event here:
https://www.thebigfestoon.co.uk/

If you’re a HighLevel user in the Manchester area, you are very welcome to join the community meetup and come along to say hello.

Register for the HighLevel Manchester hangout here:
https://www.gohighlevel.com/manchester-hangout

I look forward to catching up with more of the local Manchester HighLevel community.

Written by Julian Mills – HighLevel consultant and marketing strategist.
About Julian Mills

Daymond John Aligns With HighLevel. What This Means for AI-Powered Business Systems

daymond john joins the HighLevel bandwagon

daymond john joins the HighLevel bandwagonHighLevel continues to gain momentum in the marketing technology world, and a recent announcement adds another well-known entrepreneur to the story.

Shark Tank investor and FUBU founder Daymond John has publicly aligned with HighLevel to support its vision of AI-powered business building.

At first glance this might look like a typical celebrity endorsement. But if you look beyond the headline, the announcement highlights a much bigger trend in the way modern businesses are using technology.

For entrepreneurs, agencies and consultants building marketing systems today, it reinforces an important shift.

Businesses do not need more tools.
They need better systems.

Why Daymond John Is Interested in HighLevel

According to the announcement, Daymond John was attracted to HighLevel because of its focus on practical business infrastructure rather than hype around new technology.

That distinction matters.

Over the past decade, many businesses have built complicated stacks of marketing software:

  • email marketing platforms
  • CRM systems
  • landing page builders
  • SMS tools
  • social media schedulers
  • multiple AI applications

Highlevel #1 for Marketing Automation Builtwith Oct 2025Each tool solves a small problem. But when combined together they often create complexity rather than efficiency. We call this Multi System Chaos.

HighLevel was originally designed to solve this issue by combining these functions into one platform.

Today, HighLevel is ranked the #1 marketing automation system and powers more than one million businesses worldwide, managing leads, marketing automation, communication and workflows from a single platform.

AI Should Strengthen Systems, Not Replace Them

Another theme behind the announcement is HighLevel’s approach to artificial intelligence.

There is a huge amount of noise around AI right now. Many businesses feel pressure to adopt it quickly because they fear falling behind.

HighLevel’s philosophy is slightly different.

Instead of positioning AI as a replacement for people, the platform integrates AI directly into existing business workflows.

Examples inside HighLevel include:

  • AI conversation tools that respond instantly to new leads
  • VoiceAI can answer inbound calls – and even make outbound calls.
  • automated follow-up sequences across SMS, email and WhatsApp
  • AI-generated marketing content
  • workflow automation that moves leads through sales pipelines automatically

When these tools are implemented correctly, they remove repetitive tasks while allowing the business owner to stay in control of the strategy.

Why This Matters for Agencies

HighLevel is not just a CRM platform. It was originally built specifically for marketing agencies.

One of its most powerful features is the white-label SaaS model, which allows agencies to run their own software platform powered by HighLevel’s infrastructure. Check our HighLevel SaaS Entrepreneur Programme where help new agencies to get started and then grow.

This means agencies can provide clients with:

  • CRM systems
  • marketing automation
  • communication tools
  • funnels and websites
  • AI features

All under their own brand.

The alignment with Daymond John reinforces the broader vision HighLevel has been promoting recently.

The company is positioning itself not just as a marketing automation tool, but as a complete operating system for modern businesses.

A Wider Shift in Business Software

This announcement also reflects a broader trend across the software industry.

For years, businesses built their technology stacks by combining dozens of specialist tools.

Today the trend is moving towards consolidation.

Entrepreneurs increasingly want:

  • fewer platforms
  • clearer data
  • simpler systems
  • automation that works across the entire customer journey

Platforms like HighLevel are designed to replace many separate tools with one integrated system.

Whether every business adopts this approach remains to be seen. But the demand for simpler, unified systems is growing rapidly.

My Perspective Working With HighLevel Users

Working with businesses implementing HighLevel in the UK, I see the same issue again and again.

Most companies are not struggling because they lack marketing tools.

They struggle because their systems do not communicate with each other.

Leads fall through the cracks.
Follow-ups are inconsistent.
Customer data is spread across multiple platforms.

When these processes are consolidated into a single system, everything becomes easier to manage.

That is where platforms like HighLevel can make a significant difference.

If you are new to the platform, you may find this guide useful:
How to set up your HighLevel marketing system

And if you are already using the platform but need help optimising it, this article explains the support options available:
UK HighLevel Support

Final Thoughts

Celebrity partnerships can sometimes feel superficial.

But occasionally they highlight a genuine shift in the market.

In this case, the message is clear.

The future of business technology is not about collecting more apps. It is about building smarter systems powered by intelligent automation.

Platforms like HighLevel are betting that the next generation of entrepreneurs will build their businesses around integrated operating systems rather than fragmented technology stacks.

Based on what I see working with businesses every week, that trend is already well underway.

Written by Julian Mills – HighLevel consultant and marketing strategist.
About Julian Mills.

Nigel Botterill and Entrepreneurs Circle on Channel 5 show “Rich House, Poor House”.

rich house poor house nigel botterill entrepreneurs circle

rich house poor house nigel botterill entrepreneurs circleIf you’re at a loose end this Sunday evening (8th Feb 2026 at 9pm (UK time)), you may want to tune into Channel 5.

Or watch this at a later date on “catch up”. Here is the link:  Series 12, Episode 1. 

Channel 5 is airing a new episode of Rich House, Poor House featuring Nigel Botterill, founder of Entrepreneurs Circle, and his wife Sue. They swap homes with a couple in Lincoln, and we also get a look inside the new EC head office and meet some of the team behind the organisation.

If you’ve been on my list a while, you’ll know I’m a big fan of Entrepreneurs Circle. I’ve been a member and EC Marketing Coach since 2021, and it’s the only business organisation I subscribe to because the support and insight genuinely help me grow as a professional business owner.

It’s already being talked about as a strong episode, with a twist at the end. So if you’re in the mood for something inspiring and entertaining, it might be worth catching.

If you do watch it and it sparks your interest in Entrepreneurs Circle membership, just reply to this email and I’ll happily give you the low-down.

And if you decide to jump in, I’d really appreciate you using my affiliate link. It includes a free month to try it out: https://entrepreneurscircle.org/join/?ref=rjm1

Enjoy the show if you catch it, and let me know what you think.

Julian