Paying too much for Acuity scheduling? Learn how HighLevel can save you money?

acuity scheduling too expensive? Check out Highlevel Calendar scheduling

Recently, I had a discussion with a potential client who utilises Acuity Scheduling for his team of 10 reps. Each rep is subscribed to the Powerhouse plan, which costs $49 per month per representative. This tallies up to nearly $500 monthly for call scheduling software alone—quite a steep expense!

During our conversation, we delved into his team’s requirements and discovered something impressive. HighLevel Calendar’s scheduling capabilities not only match Acuity’s, but it offers significantly more in terms of features.

What really clinches the deal is the cost-effectiveness of HighLevel. MarketerM8/ HighLevel begins at only £97 per month. This is not just a substantial cost saving but also access to a more advanced suite of marketing tools.

Check out the extensive features of MarketerM8/HighLevel on our website – MarketerM8.com.

And here is my post on how to migrate from Acuity to HighLevel calendars.

If you have any questions about how Acuity Scheduling compares to HighLevel Calendars or if you wish to discuss your specific needs, feel free to schedule a discovery call here.

 

How to migrate from Acuity to HighLevel calendars

acuity to highlevelAre you considering moving over to HighLevel calendars from Acuity?

Firstly – why would you want to do this?

1. Cost – for a single subscription to HighLevel you can have unlimited user accounts. Whatever the size of your team it is just one monthly cost that does not go up as you add more users. Check out a previous post where the client was paying Acuity $500/mo for ten users.

2. Functionality. HighLevel does so much more that schedule online meetings. With HighLevel you have a constantly expanding set of online marketing tools (of which calendars are just one). One area where Acuity lacks is marketing automation integrations – even when using Zapier to connect to CRM’s it has restrictions. Not so with HighLevel, you have many ways to schedule and automate appointments follow up. A nice feature in the HighLevel CRM is it be able to schedule meetings from within the contact record i.e. when on a call to a prospect  – schedule a call there and then. And offline meetings are no problem either.

Steps on how to migrate calendars from Acuity to HighLevel.

1. Document all the calendars you wish to bring over.
2. Map out how your calendars fit into your overall marketing and sales “machine”. Do not think about calendars in isolation they need to be an integrated part of your marketing machine. For instance – what happens when you have a “No Show” for a call? – do your sales guys have to then write an email asking for them to reschedule – or do they mark them as a No Show and the system then automatically sends them reminders until they re book? Better to spend time upfront working out how it all works for maximum efficieny.
2. Make sure you are familiar with the latest functionality and set up in HighLevel. Please note HighLevel is a rapidly evolving platform with regular updates, so be aware that any “how to” guides and videos you find online may be already outdated. I suggest you use the help provided by your HighLevel agency provider. Here are the latest support guides from HighLevel.

3. Set up for a single user first. The easiest way to learn how to set up HighLevel calendars would be to set up the calendars for yourself first. Before looking to set up your entire team.

If you need any further pointers I would be happy to get on a quick discovery call.

If you have yet to set up a HighLevel account then I suggest you reach out to MarketerM8. They are a HighLevel agency that can support you during the set up phase. Check out MarketerM8 here.

Top Tips On How To Send Cold Emails With HighLevel

keap Infusionsoft to highlevel

highlevel to send cold emailsCold emailing can be an effective tool for generating leads and boosting revenue. However, many Email Service Providers (ESPs) make this very difficult. But features within HighLevel enable us to upload cold email lists and email them. But even so this has to be done carefully.

Guide to Sending Cold Emails With HighLevel

Understanding Cold Email

Cold emailing involves reaching out to potential prospects with whom you’ve had no previous contact. It aims to establish relationships that could convert into sales. For instance, an accountancy practice may use cold emailing to attract new clients and so increase sales.

Reasons Email Accounts Get Blocked

The idea that sending cold emails will block your account is a myth. Accounts get blocked when the sender breaks the rules.

Common Reasons for Email Blocks Include:

  • No SPF, DKIM, and DMARC records
  • Excessive spam complaints
  • Excessive email bounces (non-deliverable email addresses)
  • Sending too may emails per day
  • Using spammy words in copy
  • Shared sending domain provided by email sending service. (one bad sender damages the reputation of everyone else)

Best Practices for Sending Cold Emails with HighLevel

  1. Set up Your Sending Domain: In the Email Services in the HighLevel account settings be sure to set up the Sending Domain. If you do not want to use your main website domain then purchase a new domain that looks similar. If using your main website address be sure to set the email sending domain on a sub domain – to ensure you do not “break” your regular email service. Then in Company settings, set up the Branded Domain with a sub domain. This ensures any links that go out in emails are the same domain – so everything matches. And if you can match the From email address in the email to to the sending domain then all the better.
  2. Warm Up Your Email Account: Gradually increase your email volume to avoid being flagged as spam. Start with 50 per day and work your way gradually to larger volumes
  3. Craft a Targeted Prospect List: Clean your list before sending. Remove generic emails eg sales@. info@ etc
  4. Verify Email Addresses: Switch on Email Verification in your HighLevel account – this will check the email is valid before attempting to send the email. So reducing the bounce rate. A key indicator for the spam filters.
  5. Personalize Your Messages: Address recipients by name and include relevant details. So the email looks less spammy and recipients are more likely to engage
  6. Look to create engagement: Spam filters measure the engagement generated with your emails. If you get low engagement, then you are more likely to get your emails filtered into spam. Ways to generate engagement – ask people to reply to your emails – even just asking them to reply “yes, they got the email” is enough and does not require a response. Send links they will want to click – a link click is engagement. Create an Indoctrination Workflow – every new contact goes into a 1 week, non salesy campaign where you look to build Know, Like and Trust to your brand and create engagement.
  7. Avoid Spam Triggers: Steer clear of words like “free,” “deal,” or “discount.” AVOID SHOUTING WITH CAPS and excessive !!!!! punctuation in subject lines.
  8. Limit Links and images: Too many links can make emails appear suspicious. (Would you send a friend or colleague an email with 20 images and 20 links? – by stuffing the email with links and images you flag yourself as a spammer to the spam filters
  9. Manage Your Email Volume: Ideally keep your daily emails per account under 50 to maintain deliverability. With large lists this may not be feasible – but gradually work up to larger daily volumes. Within your HighLevel campaigns and Workflows we can switch on “drip” mode.
  10. Balance Text and images: Prefer text over images to avoid triggering spam filters. Definitely do not send emails with just one huge image with your entire copy embedded. Filters do not like this as they cannot “read” what you are saying.
  11. Include an Unsubscribe Link: Allow recipients an easy way to opt out. By default this is switched “on” in HighLevel. But unlike other email services, in HighLevel we can disable this if required which gives us the flexibility to create out our own bespoke unsubscribe link which we can control. Use HighLevel Trigger Links to do this
  12. Monitor Metrics: Keep tabs on deliverability, open rates, and other important metrics. A great feature with HighLevel is that if they have concerns about your emailing then they will reach out to you and your HighLevel agency with an email to let you know that there is an issue and make valid suggestions on how to correct the issue. And the provide useful resouces. If you should notice that email deliverability drops off then in HighLevel we have the option to switch to a new sending domain.

Sending cold emails with HighLevel can expand your network and grow your business if done correctly. By adhering to best practices, you can ensure your emails reach the intended inboxes without getting blocked.

If you would like to arrange a call to discuss a particular issue you are experiencing please book a discovery call here.

How to migrate from Calendly to HighLevel calendars

calendly to highlevelAre you considering moving over to HighLevel Calendars from Calendly?

Firstly – why would you want to do this?

1. Cost – for a single subscription to HighLevel you can have unlimited user accounts. Whatever the size of your team it is just one monthly cost that does not go up as you add more users.

2. Functionality. HighLevel does so much more that schedule online meetings. With HighLevel you have a constantly expanding set of online marketing tools (of which calendars are just one). One area where Calendly lacks is marketing automation integrations – even when using Zapier to connect to CRM’s it has restrictions. Not so with HighLevel, you have many ways to schedule and automate appointments follow up. A nice feature in the HighLevel CRM is it be able to schedule meetings from within the contact record i.e. when on a call to a prospect  – schedule a call there and then. And offline meetings are no problem either.

UPDATE: FEB 2026.  HighLevel can now integrate with your existing Calendly account. With this integration it is a one way sync – ideal for when you are transitioning over to HighLevel. But longer term I would definitely recommend completely switching to HighLevel calendars in order to have full functionality and simplicity of using an integrated system. Here is the HighLevel help doc regarding the Calendly -> HighLevel Calendar sync.

Steps on how to migrate calendars from Calendly to HighLevel.

1. Review Your Current Calendly Setup

Before beginning the migration, take stock of your current Calendly setup:

  • List all your events: Note down all the different types of events you currently have set up in Calendly.
  • Check your integrations: Identify any third-party integrations (e.g., Zoom, Google Calendar) linked to your Calendly account.
  • Note your settings: Document your notification settings, buffer times, maximum event durations, and any other specific configurations.
  • Make sure you are familiar with the latest functionality and set up in HighLevel. Please note HighLevel is a rapidly evolving platform with regular updates, so be aware that any “how to” guides and videos you find online may be already outdated. I suggest you use the help provided by your HighLevel agency provider. Here are the latest support guides from HighLevel.

2. Plan Your HighLevel Calendar Structure

HighLevel Calendars offer similar functionality to Calendly but with added features. Plan how you want your new calendar system to be structured:

  • Create corresponding event types: Replicate your event types from Calendly in HighLevel.
  • Set up your availability: Define your availability slots and buffer times in HighLevel.
  • Configure notifications and reminders: HighLevel allows customisation of email and SMS notifications. Set these up to match your preferences.

3. Reconnect Integrations

Re-establish any integrations you were using in Calendly with HighLevel. This could include:

  • Calendar Sync: Connect HighLevel to your Google or Outlook calendars to ensure all appointments are synchronised.
  • Communication Tools: If you were using Zoom or another video conferencing tool, make sure to set it up in HighLevel.

4. Test Your New Setup

Before fully switching over, test your new HighLevel Calendar setup:

  • Create test appointments: Schedule a few test appointments to ensure everything is working correctly.
  • Check notifications: Make sure email and SMS notifications are being sent as expected.
  • Verify integrations: Ensure all integrations are functioning properly.

5. Communicate with Your Clients

  • Inform your clients: Notify your clients about the switch and any new steps they might need to follow.
  • Update your booking links: Replace all Calendly links with HighLevel links on your website, social media, and email signatures.

6. Monitor and Optimise

  • Monitor the transition: Keep an eye on the new system for any issues or feedback from clients.
  • Optimise settings: Adjust your settings and workflows based on the feedback and your own observations to ensure a smooth experience.

Conclusion

Migrating from Calendly to HighLevel Calendars involves careful planning and execution, but the benefits of having an integrated scheduling and CRM platform are worth the effort. By following these steps, you can ensure a seamless transition that minimises disruptions for both you and your clients. With HighLevel’s advanced features, you can take your scheduling and client management to the next level.

If you need any further pointers I would be happy to get on a quick discovery call.

If you have yet to set up a HighLevel account then I suggest you reach out to MarketerM8. They are a HighLevel agency that can support you during the set up phase. Check out MarketerM8 here.

How to migrate from Leadpages to HighLevel

leadpages to highlevel

leadpages to highlevel

Are you considering transitioning from Leadpages to HighLevel (also known as GoHighLevel) for your landing pages? In this comprehensive guide, we’ll take you through the process of seamlessly moving from HubSpot to GoHighLevel.

First and foremost, why the switch? Well Leadpages essentially does one thing – landing pages all for $49, $99 or the Advanced plan (price not quoted). And it does that very well – if that is all you want. With HighLevel you get a complete and very powerful tool that does so much more. And HighLevel can easily beat the Leadpages (Advanced Plan) on the monthly cost at just £97/mo when bought via the MarketerM8 agency.

Here are the steps to smoothly transition from Leadpages to HighLevel.

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

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

Step 3: Evaluate Your Current Configuration. Before diving into the transition, assess your existing Leadpages setup. Identify critical landing pages and and integrations. Now at this time there is no automated Leadpage’s importer like we have for ClickFunnels or Kajabi in HighLevel, so it would mean recreating any exiting landing pages manually – and if you have many landing pages then the “pain of disconnect” may not be worth it for you.

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

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

Step 6: Import any existing contacts you have. Take this chance to remove outdated information and start fresh with the new system.

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

Step 8: Test and Iterate. Before committing, conduct thorough testing. Run test campaigns, check automations, and verify data accuracy. Iterate until confident that everything works seamlessly.

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

Step 10: Monitor and Optimize. Post-transition, closely monitor campaigns and customer interactions. Identify areas for optimization and leverage advanced features for enhanced marketing and sales processes.

Conclusion: Switching from Leadpages to HighLevel may seem daunting, but with careful planning, it can lead to a more advanced and efficient marketing automation system. Follow these steps to maximize the potential of HighLevel for your business.

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

How to migrate from Kajabi to HighLevel. Guide to importing courses

kajabi to highlevel import courses

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

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

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

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

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

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

 

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

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

Northern and Southern Ireland HighLevel training and implementation visit next week

highlevel gohighlevel ireland dublin belfastNext week I will be in Ireland with a number of clients on both sides of the border, where I will be training and implementing HighLevel marketing automation. I will be working with clients who are completely new to HighLevel and we are setting up marketing automation for the first time. And I will be working with clients who want to become more advanced HighLevel marketers.

If you are located in Ireland and thinking about HighLevel then this may be the perfect time to meet up. I will be starting off in Dublin on the Sunday then I will be traveling up to Belfast.

If you are interested in speaking further regarding HighLevel then please schedule a Discovery call.

Julian

Review – Extendly White Label Onboarding Service for HighLevel Agencies

extendly white label onboarding service

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

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

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

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

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

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

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

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

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

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

 

How to Learn GoHighLevel: The Best Way to Learn HighLevel

julian Mills highlevel

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

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

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

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

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

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

My biggest piece of advice: Don’t try to master HighLevel. Work out what you need HighLevel to do for your business, then learn the parts required to make that happen.

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

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

You don’t.

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

GoHighLevel or HighLevel?

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

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

I’ll generally call it HighLevel throughout this guide.

Is HighLevel Difficult to Learn?

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

The challenge is the sheer size of the platform.

A new HighLevel user can be presented with:

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

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

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

Start With the Business Problem, Not the HighLevel Feature

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

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

Start by asking:

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

Perhaps your business:

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

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

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

A Simple Way to Understand How HighLevel Fits Together

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

Someone enquires → They become a contact → The enquiry becomes a sales opportunity → You communicate with them → They book an appointment → HighLevel follows up → They become a customer → You continue marketing to them

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

Contacts store information about the person.

Conversations bring communications together.

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

Calendars allow them to book appointments.

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

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

HighLevel then adds many more tools around that core journey.

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

Three Ways to Learn GoHighLevel

Let’s look more closely at the three approaches.

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

1. Teach Yourself HighLevel

You can absolutely learn HighLevel yourself.

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

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

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

But there is a potential trap.

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

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

2. Join Structured GoHighLevel Training

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

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

The programme covers:

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

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

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

Explore our Free GoHighLevel Training UK programme →

3. Learn HighLevel While Building Your Own System

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

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

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

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

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

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

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

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

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

You’re Not Just Learning Software

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

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

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

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

Why does that matter when you’re learning HighLevel?

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

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

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

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

HighLevel is the technology. Marketing and business thinking determine how you use it.

What I’ve Learned From Helping People Use HighLevel

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

Don’t Try to Learn Everything

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

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

Build Something Real

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

Understand Why Before How

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

Keep Your First Automations Simple

A complicated workflow isn’t necessarily a clever workflow.

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

Don’t Be Afraid to Experiment

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

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

Learning by doing is becoming increasingly powerful.

How Long Does It Take to Learn GoHighLevel?

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

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

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

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

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

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

Where Should a HighLevel Beginner Start?

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

Understand:

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

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

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

Frequently Asked Questions About Learning GoHighLevel

Can I Learn GoHighLevel Myself?

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

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

Is GoHighLevel Difficult to Learn?

The individual tools aren’t necessarily difficult.

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

What’s the Best Way to Learn HighLevel?

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

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

Do I Need Technical Skills to Learn HighLevel?

No.

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

Is There Free GoHighLevel Training?

Yes.

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

Can Someone Teach Me HighLevel Using My Own Business?

Yes.

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

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

Ready to Start Learning HighLevel?

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

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

Explore the Free GoHighLevel Training Programme →

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

Book a Free 20-Minute Discovery Call with Julian →

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
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How to integrate ServiceM8 and HighLevel

servicem8 and highlevel integration

servicem8 and highlevel integration

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

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

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

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

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

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

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

Here are a few of examples:

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

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